Phase 1.3 — signing-invitation role copy - Order-agnostic phrasing (was assuming client→developer→approver order; ports configure any sequence so the "client has already signed" assumption was brittle). - Explicit developer-role branch + safe default for unknown roles. Phase 1.4 — supplemental form per-port URL - New supplemental_form_url registry entry (email.from section). - Threaded through getPortEmailConfig → PortEmailConfig.supplementalFormUrl. - /api/v1/interests/[id]/supplemental-info-request resolves the link via per-port URL when set, falls back to /public/supplemental-info/<token> CRM route when blank. Phase 2 — deal-pulse signal expansion + admin config - Compute function gains: - +5 eoi_sent_recent (≤14d) — was previously invisible - +15 deposit_received — strongest near-commit signal - +10 contract_signed — closed-loop reinforcement until outcome flips - -25 document_declined — strongest cooling signal - -20 reservation_cancelled — booked-then-cancelled warning - -30 berth_sold_to_other — primary berth lost to another deal - Each signal honours optional per-port `signal_<id>_enabled` toggle. - Registry adds master toggle (pulse_enabled), per-signal toggles, and per-port label overrides (Hot/Warm/Cold rename). - New /admin/pulse page mounted via RegistryDrivenForm. - AdminSectionsBrowser entry under Configuration. Data-wiring for the 3 risk signals (declined/cancelled/sold-to-other) needs follow-up: requires either schema timestamps on interests or derivation from event tables. Master plan §B captures the gap. Tests: 1374/1374 passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
530 lines
16 KiB
TypeScript
530 lines
16 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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BarChart3,
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BellRing,
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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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FileUp,
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GitBranch,
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Inbox,
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ListChecks,
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Mail,
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MailPlus,
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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 group below.
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const GROUPS: AdminGroup[] = [
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{
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title: '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: 'CRM accounts, role assignments, and per-user 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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'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: 'invitations',
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label: 'Invitations',
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description: 'Send invitations, track pending invites, and resend or revoke them.',
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icon: MailPlus,
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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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},
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{
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title: 'Configuration',
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description: 'Branding, integrations, and per-port settings.',
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sections: [
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{
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href: 'email',
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label: 'Email Settings',
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description: 'From address, signatures, and per-port SMTP overrides.',
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icon: Mail,
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},
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{
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href: 'documenso',
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label: 'EOI signing service',
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description:
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'API credentials, EOI template, and default in-app vs external signing pathway.',
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icon: FileSignature,
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},
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{
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href: 'pipeline-rules',
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label: 'Pipeline auto-advance',
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description:
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'Per-trigger control: which lifecycle events (EOI signed, deposit received, contract signed) auto-advance the deal stage.',
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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: '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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},
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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.',
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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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'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: '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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},
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{
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title: 'Content',
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description: 'Forms, templates, and labels that users see.',
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sections: [
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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: 'PDF + email templates with merge-field placeholders.',
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icon: FileText,
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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: 'Customize subject lines for transactional emails (portal, inquiry, invite).',
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icon: FilePen,
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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: '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: 'custom-fields',
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label: 'Custom Fields',
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description: 'Tenant-defined fields for clients, yachts, and reservations.',
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icon: SlidersHorizontal,
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},
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],
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},
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{
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title: 'Data Quality',
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description: 'Cleanup, imports, and the audit trail.',
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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: 'import',
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label: 'Bulk Import',
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description: 'CSV-driven imports for clients, yachts, and reservations.',
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icon: FileUp,
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},
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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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},
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{
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title: 'Operations',
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description: 'Health checks and disaster recovery.',
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sections: [
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{
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href: 'reports',
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label: 'Reports',
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description: 'Saved analytics views and ad-hoc query results.',
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icon: BarChart3,
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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: '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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},
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{
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title: 'Tenancy',
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description: 'Multi-port and multi-install scaffolding.',
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sections: [
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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.',
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icon: Ship,
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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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title: 'Integrations',
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description: 'Third-party providers wired into the app.',
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sections: [
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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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'Master switch, provider credentials, and the Receipt OCR settings in one place. Per-feature pages (berth-PDF parser, recommender) link out from here.',
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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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],
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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: '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: ListChecks,
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keywords: ['stages', 'pipeline', 'residential funnel', 'reassign'],
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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 soft "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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},
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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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))}
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</div>
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</div>
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)
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) : (
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GROUPS.map((group) => (
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<section key={group.title} className="space-y-3">
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<div>
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<h2 className="text-xs font-semibold uppercase tracking-wider text-muted-foreground">
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{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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}: {
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portSlug: string;
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section: AdminSection;
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groupTitle?: string;
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}) {
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const Icon = section.icon;
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return (
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<Link
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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href={`/${portSlug}/admin/${section.href}` as any}
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className="block group"
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||
>
|
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<Card
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||
className={cn(
|
||
'h-full transition-colors group-hover:border-primary/50 group-hover:bg-muted/30',
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)}
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||
>
|
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<CardHeader className="flex flex-row items-start gap-3 space-y-0 pb-2">
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<Icon
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||
className="h-5 w-5 mt-0.5 text-muted-foreground group-hover:text-primary"
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||
aria-hidden
|
||
/>
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<div className="flex-1">
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<CardTitle className="text-base">{section.label}</CardTitle>
|
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{groupTitle ? (
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||
<p className="text-[10px] uppercase tracking-wider text-muted-foreground">
|
||
{groupTitle}
|
||
</p>
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||
) : null}
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</div>
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</CardHeader>
|
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<CardContent>
|
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<CardDescription>{section.description}</CardDescription>
|
||
</CardContent>
|
||
</Card>
|
||
</Link>
|
||
);
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}
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