Matt
6b28459c45
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
474 lines
14 KiB
TypeScript
474 lines
14 KiB
TypeScript
/**
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* Static catalog of navigation destinations the global search bar can jump
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* to: settings pages, admin panels, and top-level dashboards.
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*
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* Each entry has an `href` template (run through `resolveHref` with the
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* current portSlug), a human label, and a list of keyword aliases. The
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* search service substring-matches the query against the label + every
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* keyword, so `smtp` lands on the email settings page even though the
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* label reads "Email accounts".
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*
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* Why hardcoded vs introspecting routes? The catalog is curated — only
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* pages worth jumping to from a global search appear here, and each
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* entry has hand-picked keyword synonyms that route inference can't
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* derive. Adding a route to the catalog is cheap; misfiring routes are
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* expensive.
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*/
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import type { RolePermissions } from '@/lib/db/schema/users';
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export type NavCatalogCategory = 'settings' | 'admin' | 'dashboard';
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export interface NavCatalogEntry {
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/** Path template — `:portSlug` is substituted at lookup time. */
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href: string;
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label: string;
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category: NavCatalogCategory;
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/** Lowercase aliases — query is matched against label + these. */
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keywords: string[];
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/**
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* Permission gate; only shown to users whose `RolePermissions` resolves
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* truthy at the given dot-path (e.g. `'admin.manage_users'`). Super
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* admins bypass the gate.
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*/
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requires?: string;
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/** When set, only super admins see the entry. */
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superAdminOnly?: boolean;
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}
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export const NAV_CATALOG: NavCatalogEntry[] = [
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// ─── Dashboards ─────────────────────────────────────────────────────────
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{
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href: '/:portSlug/dashboard',
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label: 'Dashboard',
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category: 'dashboard',
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keywords: ['home', 'overview', 'kpis', 'metrics'],
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},
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{
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href: '/:portSlug/website-analytics',
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label: 'Website analytics',
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category: 'dashboard',
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keywords: ['umami', 'traffic', 'visitors', 'pageviews', 'marketing'],
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},
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// ─── Settings ───────────────────────────────────────────────────────────
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{
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href: '/:portSlug/settings',
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label: 'Settings',
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category: 'settings',
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keywords: ['preferences', 'configuration', 'config'],
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},
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// The granular settings cards below redirect to the `/admin/<x>` routes
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// that actually exist — the catalog previously listed `/settings/<x>`
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// paths that have never had route folders. We keep the keyword aliases
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// so the cmd-K search still finds them under the right destination.
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{
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href: '/:portSlug/admin/email',
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label: 'Email accounts (SMTP / IMAP)',
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category: 'settings',
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keywords: [
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'smtp',
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'imap',
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'mail',
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'mail server',
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'email credentials',
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'send-from',
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'inbox',
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'bounces',
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],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/branding',
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label: 'Branding (per-port logo, colors, copy)',
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category: 'settings',
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keywords: ['logo', 'theme', 'colors', 'tenant brand', 'white-label'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/templates',
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label: 'Document templates',
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category: 'settings',
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keywords: ['eoi', 'documenso', 'pdf templates', 'template merge fields'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/storage',
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label: 'File storage backend',
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category: 'settings',
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keywords: ['s3', 'minio', 'filesystem', 'storage'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/settings',
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label: 'Berth recommender weights',
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category: 'settings',
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keywords: ['ranking', 'tier ladder', 'heat', 'fallthrough', 'recommend'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/tags',
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label: 'Tags',
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category: 'settings',
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keywords: ['labels', 'categories', 'classification'],
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},
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{
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href: '/:portSlug/settings',
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label: 'Notification preferences',
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category: 'settings',
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keywords: ['alerts', 'email digest', 'in-app', 'push', 'reminders digest'],
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},
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{
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href: '/:portSlug/settings',
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label: 'My profile & preferences',
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category: 'settings',
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keywords: [
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'profile',
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'avatar',
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'display name',
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'full name',
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'phone',
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'timezone',
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'locale',
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'country',
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'dark mode',
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'theme',
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'password',
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'change email',
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'security',
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'account',
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'me',
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],
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},
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{
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href: '/:portSlug/dashboard?customize=1',
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label: 'Customize dashboard widgets',
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category: 'settings',
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keywords: ['widgets', 'tiles', 'dashboard layout', 'kpi', 'reorder widgets'],
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},
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// ─── Admin ──────────────────────────────────────────────────────────────
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{
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href: '/:portSlug/admin',
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label: 'Administration',
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category: 'admin',
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keywords: ['admin'],
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requires: 'admin.manage_users',
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},
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{
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href: '/:portSlug/admin/users',
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label: 'Users & roles',
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category: 'admin',
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keywords: ['accounts', 'permissions', 'invites', 'team', 'staff', 'roles'],
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requires: 'admin.manage_users',
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},
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{
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href: '/:portSlug/admin/audit',
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label: 'Audit log',
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category: 'admin',
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keywords: ['activity', 'history', 'events', 'who did what', 'compliance'],
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requires: 'admin.view_audit_log',
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},
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{
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href: '/:portSlug/admin/inquiries',
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label: 'Website inquiries inbox',
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category: 'admin',
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keywords: ['enquiries', 'leads', 'contact form', 'eoi requests', 'website'],
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},
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{
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href: '/:portSlug/admin/errors',
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label: 'Platform errors',
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category: 'admin',
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keywords: ['errors', 'exceptions', 'incidents', 'failures'],
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superAdminOnly: true,
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},
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// ─── Admin → granular section cards (the AdminSectionsBrowser groups) ────
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// These deep-link to specific admin sub-pages. Each one's `keywords`
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// mirrors the corresponding entry in src/components/admin/
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// admin-sections-browser.tsx — so typing a setting key in the topbar
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// global search finds the same card the in-admin search would.
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{
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href: '/:portSlug/admin/settings',
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label: 'System Settings',
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category: 'admin',
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keywords: [
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'client portal',
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'client portal enabled',
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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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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/branding',
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label: 'Branding',
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category: 'admin',
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keywords: ['logo', 'app name', 'theme', 'colors', 'email header', 'white-label'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/email',
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label: 'Email settings',
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category: 'admin',
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keywords: ['smtp', 'imap', 'mail', 'from address', 'signature', 'mail server'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/documenso',
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label: 'EOI signing service',
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category: 'admin',
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keywords: ['documenso', 'signing', 'eoi', 'api credentials', 'webhook secret'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/reminders',
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label: 'Reminder settings',
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category: 'admin',
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keywords: ['reminders', 'daily digest', 'delivery window'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/webhooks',
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label: 'Webhooks',
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category: 'admin',
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keywords: ['webhook', 'outgoing', 'callback', 'delivery log'],
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requires: 'admin.manage_webhooks',
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},
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{
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href: '/:portSlug/admin/forms',
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label: 'Forms',
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category: 'admin',
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keywords: ['form templates', 'inquiry', 'intake', 'public form'],
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requires: 'admin.manage_forms',
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},
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{
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href: '/:portSlug/admin/templates',
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label: 'Document templates',
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category: 'admin',
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keywords: ['pdf templates', 'email templates', 'merge fields', 'eoi template'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/email-templates',
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label: 'Email templates',
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category: 'admin',
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keywords: ['transactional emails', 'subject lines', 'portal email', 'inquiry email'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/tags',
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label: 'Tags',
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category: 'admin',
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keywords: ['labels', 'color-coded', 'classification'],
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requires: 'admin.manage_tags',
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},
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{
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href: '/:portSlug/admin/vocabularies',
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label: 'Vocabularies',
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category: 'admin',
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keywords: [
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'pick lists',
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'interest temperatures',
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'status reasons',
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'tenure types',
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'expense categories',
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'document types',
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],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/custom-fields',
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label: 'Custom fields',
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category: 'admin',
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keywords: ['custom fields', 'tenant fields', 'extra fields'],
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requires: 'admin.manage_custom_fields',
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},
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{
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href: '/:portSlug/admin/duplicates',
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label: 'Duplicates queue',
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category: 'admin',
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keywords: ['dedup', 'duplicate clients', 'merge', 'review queue'],
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},
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{
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href: '/:portSlug/admin/import',
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label: 'Bulk import',
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category: 'admin',
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keywords: ['csv', 'import', 'bulk upload'],
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},
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{
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href: '/:portSlug/admin/sends',
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label: 'Send log',
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category: 'admin',
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keywords: ['email sends', 'brochures', 'send failures', 'retries'],
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},
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{
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href: '/:portSlug/admin/monitoring',
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label: 'Queue monitoring',
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category: 'admin',
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keywords: ['bullmq', 'queue', 'jobs', 'throughput', 'retries'],
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requires: 'admin.system_backup',
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},
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{
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href: '/:portSlug/admin/backup',
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label: 'Backup & restore',
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category: 'admin',
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keywords: ['backup', 'restore', 'retention', 'disaster recovery'],
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requires: 'admin.system_backup',
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},
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{
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href: '/:portSlug/admin/storage',
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label: 'Storage backend',
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category: 'admin',
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keywords: ['s3', 'minio', 'filesystem', 'storage backend', 'object store'],
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requires: 'admin.system_backup',
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},
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{
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href: '/:portSlug/admin/ports',
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label: 'Ports',
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category: 'admin',
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keywords: ['marinas', 'tenancy', 'port management', 'multi-port'],
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superAdminOnly: true,
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},
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{
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href: '/:portSlug/admin/ai',
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label: 'AI configuration',
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category: 'admin',
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keywords: ['openai', 'anthropic', 'gpt', 'claude', 'llm', 'api key', 'embeddings'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/ocr',
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label: 'Receipt OCR',
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category: 'admin',
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keywords: ['receipt', 'scan', 'tesseract', 'expense scanner', 'confidence'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/website-analytics',
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label: 'Website analytics (Umami)',
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category: 'admin',
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keywords: ['umami', 'analytics', 'traffic', 'visitors', 'marketing', 'pageviews'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/residential-stages',
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label: 'Residential pipeline stages',
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category: 'admin',
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keywords: ['residential stages', 'pipeline', 'residential funnel'],
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requires: 'admin.manage_settings',
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},
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{
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href: '/:portSlug/admin/roles',
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label: 'Roles & permissions',
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category: 'admin',
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keywords: ['roles', 'permissions', 'access control', 'rbac'],
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requires: 'admin.manage_users',
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},
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{
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href: '/:portSlug/admin/invitations',
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label: 'Invitations',
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category: 'admin',
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keywords: ['invite', 'pending invites', 'onboarding'],
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requires: 'admin.manage_users',
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},
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];
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/** Substitute `:portSlug` placeholder for the current port. */
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export function resolveHref(href: string, portSlug: string): string {
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return href.replace(':portSlug', portSlug);
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}
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/**
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* Returns nav catalog entries matching the query, filtered by what the
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* current user is allowed to see. Match is a substring check against
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* label + each keyword; ranking favors label hits over keyword hits and
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* prefix hits over mid-string hits.
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*
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* Pure / sync — runs in-process. The catalog is ~15 entries today, so
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* the linear scan is irrelevant cost-wise.
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*/
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export function searchNavCatalog(
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query: string,
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opts: { isSuperAdmin: boolean; permissions: RolePermissions | null; limit?: number },
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): Array<NavCatalogEntry & { score: number }> {
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const q = query.trim().toLowerCase();
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if (q.length === 0) return [];
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const limit = opts.limit ?? 5;
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const out: Array<NavCatalogEntry & { score: number }> = [];
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for (const entry of NAV_CATALOG) {
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if (entry.superAdminOnly && !opts.isSuperAdmin) continue;
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if (entry.requires && !opts.isSuperAdmin && !hasPermission(opts.permissions, entry.requires)) {
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continue;
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}
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const score = scoreEntry(q, entry);
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if (score > 0) out.push({ ...entry, score });
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}
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out.sort((a, b) => b.score - a.score);
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return out.slice(0, limit);
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}
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function scoreEntry(q: string, entry: NavCatalogEntry): number {
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const label = entry.label.toLowerCase();
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// Strongest signals first.
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if (label === q) return 100;
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if (label.startsWith(q)) return 80;
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if (label.includes(q)) return 60;
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// Keyword hits — strongest if the keyword exactly equals the query
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// (e.g. user types "smtp"), then prefix, then substring.
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for (const kw of entry.keywords) {
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const k = kw.toLowerCase();
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if (k === q) return 50;
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if (k.startsWith(q)) return 35;
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if (k.includes(q)) return 20;
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}
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return 0;
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}
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function hasPermission(perms: RolePermissions | null, dotPath: string): boolean {
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if (!perms) return false;
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const parts = dotPath.split('.');
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let cur: unknown = perms;
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for (const part of parts) {
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if (typeof cur !== 'object' || cur === null) return false;
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cur = (cur as Record<string, unknown>)[part];
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}
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return cur === true;
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}
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