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
16 KiB
TypeScript
474 lines
16 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import Image from 'next/image';
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import Link from 'next/link';
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import { usePathname } from 'next/navigation';
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import {
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LayoutDashboard,
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Users,
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Bookmark,
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Anchor,
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Ship,
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Building2,
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Receipt,
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FileText,
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Inbox,
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Camera,
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Globe,
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Settings,
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Shield,
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Home,
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ChevronLeft,
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ChevronRight,
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ChevronDown,
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ChevronUp,
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} from 'lucide-react';
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import { cn } from '@/lib/utils';
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import { formatRole } from '@/lib/constants';
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import { useUIStore } from '@/stores/ui-store';
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import { Avatar, AvatarFallback, AvatarImage } from '@/components/ui/avatar';
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import { Badge } from '@/components/ui/badge';
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import { Separator } from '@/components/ui/separator';
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import { ScrollArea } from '@/components/ui/scroll-area';
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import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip';
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import { UserMenu } from '@/components/layout/user-menu';
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import { useUmamiActive } from '@/components/website-analytics/use-website-analytics';
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import type { UserPortRole } from '@/lib/db/schema/users';
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import type { Role } from '@/lib/db/schema/users';
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import type { Port } from '@/lib/db/schema/ports';
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const LOGO_URL =
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'https://s3.portnimara.com/images/Port%20Nimara%20New%20Logo-Circular%20Frame_250px.png';
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interface SidebarProps {
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portRoles: (UserPortRole & { port: { id: string; slug: string; name: string }; role: Role })[];
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isSuperAdmin?: boolean;
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user?: { name: string; email: string };
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/** Ports the user has access to. Drives the footer port switcher. */
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ports?: Port[];
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}
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interface NavItem {
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href: string;
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label: string;
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icon: React.ElementType;
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exact?: boolean;
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}
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interface NavSection {
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title: string;
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items: NavItem[];
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adminRequired?: boolean;
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/** When true, only render if the user has marina-side access. */
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marinaRequired?: boolean;
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/** When true, only render if the user has residential-side access. */
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residentialRequired?: boolean;
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/** When true, only render if Umami analytics is wired up for the port. */
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umamiRequired?: boolean;
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}
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function buildNavSections(portSlug: string | undefined): NavSection[] {
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const base = portSlug ? `/${portSlug}` : '';
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return [
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{
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title: 'Main',
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marinaRequired: true,
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items: [
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{ href: `${base}/dashboard`, label: 'Dashboard', icon: LayoutDashboard },
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{ href: `${base}/clients`, label: 'Clients', icon: Users },
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{ href: `${base}/yachts`, label: 'Yachts', icon: Ship },
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{ href: `${base}/companies`, label: 'Companies', icon: Building2 },
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{ href: `${base}/interests`, label: 'Interests', icon: Bookmark },
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{ href: `${base}/berths`, label: 'Berths', icon: Anchor },
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],
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},
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{
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title: 'Residential',
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residentialRequired: true,
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items: [
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{
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href: `${base}/residential/clients`,
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label: 'Residential Clients',
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icon: Home,
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},
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{
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href: `${base}/residential/interests`,
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label: 'Residential Interests',
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icon: Bookmark,
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},
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],
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},
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{
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title: 'Documents',
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marinaRequired: true,
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items: [{ href: `${base}/documents`, label: 'Documents', icon: FileText }],
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},
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{
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title: 'Financial',
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marinaRequired: true,
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items: [
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{ href: `${base}/expenses`, label: 'Expenses', icon: Receipt },
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// Invoices nav entry removed — the expense-to-PDF flow is the
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// only invoicing surface now (employee expense reports). The
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// standalone /invoices route still exists for any back-compat
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// links but is no longer surfaced in nav.
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// Dedicated explainer page covers "Add to Home Screen" install
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// + walkthrough; the mobile-only scanner UI itself lives at /scan
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// and is reached via the install or the explainer page button.
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{
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href: `${base}/invoices/upload-receipts`,
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label: 'How to upload receipts',
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icon: Camera,
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},
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],
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},
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{
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title: 'Insights',
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marinaRequired: true,
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umamiRequired: true,
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items: [
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// Marketing / Umami integration. Distinct from the main dashboard
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// (which is sales-focused) so the audience and the metrics don't
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// compete for visual real estate. Whole section is hidden when
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// Umami isn't wired up — see SidebarContent.
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{
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href: `${base}/website-analytics`,
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label: 'Website analytics',
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icon: Globe,
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},
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],
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},
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{
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title: 'Communication',
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marinaRequired: true,
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items: [
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// Email tab removed: deferred building a full inbox/threading
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// feature (would require Google OAuth + scope review + IMAP
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// syncing infra). This entry routes to the merged
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// Alerts + Reminders surface (2026-05-11) — explicit name so
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// reps don't mistake it for an email inbox.
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{ href: `${base}/inbox`, label: 'Alerts & Reminders', icon: Inbox },
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],
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},
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{
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title: 'Admin',
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adminRequired: true,
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items: [
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{ href: `${base}/settings`, label: 'Settings', icon: Settings },
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{ href: `${base}/admin`, label: 'Administration', icon: Shield },
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],
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},
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];
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}
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function NavItemLink({
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item,
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collapsed,
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active,
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}: {
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item: NavItem;
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collapsed: boolean;
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active: boolean;
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}) {
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const content = (
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<Link
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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href={item.href as any}
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className={cn(
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'relative flex items-center gap-3 px-3 py-2 rounded-md text-sm font-medium transition-all duration-150',
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'text-slate-700 hover:bg-accent hover:text-foreground',
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active && 'bg-accent text-foreground pl-[14px]',
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collapsed && 'justify-center px-2',
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)}
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>
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{active && !collapsed && (
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<span
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aria-hidden
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className="absolute left-0 top-1 bottom-1 w-1 rounded-r-full bg-[#3a7bc8]"
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/>
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)}
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<item.icon
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className={cn(
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'shrink-0',
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active ? 'text-[#3a7bc8]' : 'text-slate-500',
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collapsed ? 'w-5 h-5' : 'w-4 h-4',
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)}
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/>
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{!collapsed && <span>{item.label}</span>}
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</Link>
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);
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if (collapsed) {
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return (
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<Tooltip>
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<TooltipTrigger asChild>{content}</TooltipTrigger>
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<TooltipContent side="right" className="font-medium">
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{item.label}
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</TooltipContent>
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</Tooltip>
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);
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}
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return content;
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}
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function SidebarContent({
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collapsed,
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portSlug,
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portRoles,
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isSuperAdmin,
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hasAdminAccess,
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hasMarinaAccess,
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hasResidentialAccess,
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user,
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ports,
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onToggleCollapse,
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}: {
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collapsed: boolean;
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portSlug: string | undefined;
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portRoles: SidebarProps['portRoles'];
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isSuperAdmin: boolean;
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hasAdminAccess: boolean;
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hasMarinaAccess: boolean;
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hasResidentialAccess: boolean;
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user?: SidebarProps['user'];
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ports?: Port[];
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/** When provided, renders the collapse toggle row above the user footer (desktop). */
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onToggleCollapse?: () => void;
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}) {
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const pathname = usePathname();
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const [adminExpanded, setAdminExpanded] = useState(true);
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const sections = buildNavSections(portSlug);
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const umami = useUmamiActive('today');
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const umamiConfigured = !umami.isLoading && umami.data?.notConfigured !== true;
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// Small label under the user identity when the user has access to more
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// than one port — disambiguates which port is currently active without
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// pulling the port name back into the breadcrumbs.
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const showPortLabel = !!ports && ports.length > 1;
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const currentPortName = showPortLabel
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? (ports.find((p) => p.slug === portSlug)?.name ?? null)
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: null;
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// Pre-compute every nav href the sidebar offers across all sections so
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// the active-state check can do longest-prefix-match. Without this,
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// /invoices/upload-receipts would highlight both "Invoices" and "How to
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// upload receipts" - every ancestor prefix matches.
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const allHrefs = sections.flatMap((s) => s.items.map((i) => i.href));
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function isActive(href: string, exact?: boolean): boolean {
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if (exact) return pathname === href;
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if (!pathname.startsWith(href)) return false;
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// Active only if no other sidebar item has a strictly more-specific
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// prefix match. That makes the highlight follow the URL into the
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// deepest registered route (e.g. /invoices/upload-receipts wins over
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// /invoices when both are sidebar items).
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return !allHrefs.some((other) => other.length > href.length && pathname.startsWith(other));
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}
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// Sidebar header showcases the Port Nimara logo as the visual anchor of
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// the brand. Collapse toggle is a small overlay button so it doesn't
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// compete with the logo for attention.
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return (
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<TooltipProvider delayDuration={0}>
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<div className="flex flex-col h-full bg-white">
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{/* Brand header - logo centered. Soft hairline below echoes the
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inter-section separators in the nav so the eye reads the logo
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as a distinct top-row, not a floating element. */}
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<div
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className={cn(
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'relative flex items-center justify-center border-b border-slate-200',
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collapsed ? 'h-16 px-2' : 'h-24 px-4',
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)}
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>
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<Image
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src={LOGO_URL}
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alt="Port Nimara"
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width={collapsed ? 40 : 72}
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height={collapsed ? 40 : 72}
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className="rounded-full shadow-sm"
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unoptimized
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priority
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/>
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{onToggleCollapse && (
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<button
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type="button"
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onClick={onToggleCollapse}
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aria-label={collapsed ? 'Expand sidebar' : 'Collapse sidebar'}
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className={cn(
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'absolute right-2 flex h-6 w-6 items-center justify-center rounded-md text-slate-400 hover:bg-slate-100 hover:text-slate-700 transition-colors',
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collapsed ? 'top-1' : 'top-2',
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)}
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>
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{collapsed ? (
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<ChevronRight className="w-4 h-4" aria-hidden />
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) : (
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<ChevronLeft className="w-4 h-4" aria-hidden />
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)}
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</button>
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)}
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</div>
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{/* Nav */}
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<ScrollArea className="flex-1 py-2">
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<nav className="px-2 space-y-4">
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{sections.map((section) => {
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if (section.adminRequired && !hasAdminAccess) return null;
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if (section.marinaRequired && !hasMarinaAccess) return null;
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if (section.residentialRequired && !hasResidentialAccess) return null;
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if (section.umamiRequired && !umamiConfigured) return null;
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return (
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<div key={section.title}>
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{!collapsed && (
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<div className="flex items-center justify-between px-1 mb-1">
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<span className="text-slate-500 text-[10px] font-semibold uppercase tracking-[0.12em]">
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{section.title}
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</span>
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{section.adminRequired && (
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<button
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onClick={() => setAdminExpanded((v) => !v)}
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className="text-slate-400 hover:text-slate-700 transition-colors"
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>
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{adminExpanded ? (
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<ChevronUp className="w-3 h-3" aria-hidden />
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) : (
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<ChevronDown className="w-3 h-3" aria-hidden />
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)}
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</button>
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)}
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</div>
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)}
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{(!section.adminRequired || adminExpanded || collapsed) && (
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<ul className="space-y-0.5">
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{section.items.map((item) => (
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<li key={item.href}>
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<NavItemLink
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item={item}
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collapsed={collapsed}
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active={isActive(item.href, item.exact)}
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/>
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</li>
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))}
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</ul>
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)}
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<Separator className="mt-3 bg-slate-200" aria-hidden />
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</div>
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);
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})}
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</nav>
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</ScrollArea>
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{/* User footer - entire row is the trigger for the UserMenu so the
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user can click their name/avatar to access Settings /
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port-switcher / sign-out. The same UserMenu component drives the
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top-right avatar dropdown, so the menu items stay consistent. */}
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<div className={cn('border-t border-slate-200 p-2', collapsed && 'flex justify-center')}>
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{collapsed ? (
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<UserMenu
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align="start"
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user={user}
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ports={ports}
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trigger={
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<button
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type="button"
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aria-label="Open user menu"
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className="rounded-full focus-visible:outline-hidden focus-visible:ring-2 focus-visible:ring-[#3a7bc8] focus-visible:ring-offset-2 focus-visible:ring-offset-white"
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>
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<Avatar className="w-8 h-8 cursor-pointer">
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<AvatarImage src={undefined} />
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<AvatarFallback className="bg-[#3a7bc8] text-white text-xs font-semibold">
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{(user?.name ?? 'U').slice(0, 1).toUpperCase()}
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</AvatarFallback>
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</Avatar>
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</button>
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}
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/>
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) : (
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<UserMenu
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align="start"
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user={user}
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ports={ports}
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trigger={
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<button
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type="button"
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aria-label="Open user menu"
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className="flex w-full items-center gap-3 rounded-md p-1.5 text-left transition-colors hover:bg-accent focus-visible:outline-hidden focus-visible:ring-2 focus-visible:ring-[#3a7bc8] focus-visible:ring-offset-2 focus-visible:ring-offset-white"
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>
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<Avatar className="w-8 h-8 shrink-0 shadow-sm ring-2 ring-slate-200">
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<AvatarImage src={undefined} />
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<AvatarFallback className="bg-[#3a7bc8] text-white text-xs font-semibold">
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{(user?.name ?? 'U').slice(0, 1).toUpperCase()}
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</AvatarFallback>
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</Avatar>
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<div className="flex-1 min-w-0">
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<p className="text-foreground text-sm font-medium truncate">
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{user?.name ?? 'User'}
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</p>
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<Badge
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variant="outline"
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className="text-[10px] px-1.5 py-0 text-slate-500 border-slate-300 mt-0.5"
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>
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{isSuperAdmin ? 'Super Admin' : formatRole(portRoles[0]?.role?.name)}
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</Badge>
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{currentPortName && (
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<p className="mt-1 text-[10px] text-slate-400 truncate">{currentPortName}</p>
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)}
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</div>
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</button>
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}
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/>
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)}
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</div>
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</div>
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</TooltipProvider>
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);
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}
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export function Sidebar({ portRoles, isSuperAdmin = false, user, ports }: SidebarProps) {
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// Sidebar collapse removed — design preference is the always-expanded
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// form. Forcibly false; the store flag stays for backwards-compat with
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// any code still reading it.
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const sidebarCollapsed = false;
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const currentPortSlug = useUIStore((s) => s.currentPortSlug);
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// Super admins see every section regardless of role rows.
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const hasAdminAccess =
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isSuperAdmin ||
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portRoles.some(
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(pr) =>
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pr.role?.permissions?.admin?.manage_users || pr.role?.permissions?.admin?.manage_settings,
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);
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const hasMarinaAccess =
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isSuperAdmin || portRoles.some((pr) => pr.role?.permissions?.clients?.view);
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const hasResidentialAccess =
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isSuperAdmin ||
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portRoles.some((pr) => pr.residentialAccess || pr.role?.permissions?.residential_clients?.view);
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return (
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<aside
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className={cn(
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'relative hidden md:flex flex-col h-screen border-r border-slate-200 transition-all duration-200 ease-in-out shrink-0 bg-white',
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|
sidebarCollapsed ? 'w-sidebar-collapsed' : 'w-sidebar',
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)}
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>
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<SidebarContent
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collapsed={sidebarCollapsed}
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portSlug={currentPortSlug ?? undefined}
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portRoles={portRoles}
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|
isSuperAdmin={isSuperAdmin}
|
|
hasAdminAccess={hasAdminAccess}
|
|
hasMarinaAccess={hasMarinaAccess}
|
|
hasResidentialAccess={hasResidentialAccess}
|
|
user={user}
|
|
ports={ports}
|
|
/>
|
|
</aside>
|
|
);
|
|
}
|