website/website-mockups/CLIENT-PORTAL-IMPLEMENTATION-GUIDE.md

# HarborSmith Client Portal - Implementation Guide

## Completed Components

### ✅ Core Infrastructure
1. **portal-styles.css** - Complete CSS framework for the portal
   - Dashboard layouts and cards
   - Form styles and validation states
   - Tables and data displays
   - Status badges and indicators
   - Responsive design breakpoints
   - Theme support (4 themes)

2. **portal-login.html** - Unified login page
   - Role selection (Maintenance/Charter)
   - OAuth integration placeholders
   - Demo credentials system
   - Video background with brand messaging

3. **maintenance-dashboard.html** - Main maintenance dashboard
   - Fleet overview with health scores
   - Upcoming services calendar
   - Invoice status tracking
   - Recent activity timeline
   - Quick action buttons

4. **maintenance-vessels.html** - Vessel management page
   - Grid view of registered vessels
   - Add new vessel modal
   - Health score visualization
   - Quick schedule buttons

## Remaining Pages to Implement

### Maintenance Portal Pages

#### 1. **maintenance-schedule.html**
**Features:**
- Interactive calendar view (monthly/weekly/daily)
- Service type selector dropdown
- Available time slots display
- Vessel selection with current status
- Service urgency levels (Emergency/Urgent/Routine)
- Preferred technician selection
- Special instructions text area
- Confirmation and reminder settings

#### 2. **maintenance-documents.html**
**Features:**
- Document categories sidebar
  - Registration documents
  - Insurance policies
  - Service warranties
  - Safety certificates
  - Owner manuals
- Drag-and-drop upload zone
- Document preview modal
- Expiry date tracking with alerts
- Search and filter functionality
- Bulk download option
- Document sharing controls

#### 3. **maintenance-reports.html**
**Features:**
- Filterable report list (by date, vessel, service type)
- Detailed report viewer with sections:
  - Service summary
  - Parts replaced
  - Labor performed
  - Before/after photos
  - Technician recommendations
  - Next service suggestions
- Comment/note addition
- PDF export functionality
- Service rating and feedback

#### 4. **maintenance-invoices.html**
**Features:**
- Invoice list with status filters (Paid/Pending/Overdue)
- Detailed invoice view with line items
- Payment method selection
  - Credit card form
  - ACH transfer details
  - Wire instructions
- Payment history table
- Auto-pay configuration
- Dispute/question form
- Download receipts

### Charter Portal Pages

#### 5. **charter-dashboard.html**
**Features:**
- Current charter countdown timer
- Weather widget for charter date
- Itinerary preview card
- Guest list summary
- Payment status indicator
- Recommended add-ons carousel
- Recent messages from crew
- Pre-charter checklist

#### 6. **charter-packages.html**
**Features:**
- Current package details card
- Available upgrades grid:
  - Gourmet catering tiers
  - Water sports equipment
  - Photography/videography
  - Special occasion decorations
  - Extended hours
  - Additional crew
- Package comparison table
- Pricing calculator with real-time updates
- Save package as template

#### 7. **charter-itinerary.html**
**Features:**
- Interactive map with waypoints
- Draggable timeline editor
- Activity cards:
  - Departure/arrival times
  - Anchor locations
  - Meal times
  - Activity slots
  - Sunset viewing spots
- Weather overlay on timeline
- Share itinerary via email/link
- Print-friendly version
- Captain's notes section

#### 8. **charter-payments.html**
**Features:**
- Payment summary breakdown:
  - Base charter fee
  - Add-ons and upgrades
  - Additional guests
  - Taxes and fees
  - Gratuity calculator
- Guest addition form ($150/guest)
- Payment schedule display
- Saved payment methods
- Transaction history
- Refund policy accordion
- Split payment option

#### 9. **charter-documents.html**
**Features:**
- Required documents checklist:
  - Photo IDs for all guests
  - Signed waivers
  - Insurance proof
  - Medical/dietary forms
  - Emergency contacts
- Upload progress tracker
- Document status badges
- Secure preview modal
- Download all as ZIP
- Missing document alerts

#### 10. **charter-profile.html**
**Features:**
- Personal information form
- Emergency contacts (primary/secondary)
- Preferences section:
  - Dietary restrictions
  - Allergies
  - Music preferences
  - Beverage selections
  - Activity interests
- Previous charters gallery
- Favorite vessels
- Saved itineraries
- Communication preferences
- Photo memories timeline

## Implementation Details

### Navigation Structure
All pages share consistent sidebar navigation with:
- Collapsible sidebar toggle
- Active state highlighting
- Role-based menu items
- User profile dropdown
- Notification badge

### Common Components
- **Header**: Breadcrumb navigation, search, notifications, user menu
- **Cards**: Consistent shadow, hover effects, border radius
- **Forms**: Validation states, required field indicators, help text
- **Modals**: Overlay, close button, responsive sizing
- **Tables**: Sortable headers, hover states, responsive scroll

### Interactive Features
1. **Form Validation**
   - Real-time field validation
   - Error message display
   - Success confirmation toasts

2. **Data Tables**
   - Column sorting
   - Pagination
   - Search/filter
   - Export options

3. **File Uploads**
   - Drag-and-drop zones
   - Progress indicators
   - File type validation
   - Preview generation

4. **Calendar Integration**
   - Date picker widgets
   - Time slot selection
   - Availability checking
   - Reminder settings

### Mock Data Structure
```javascript
// Sample user data
const maintenanceUser = {
  name: "John Smith",
  email: "maintenance@demo.com",
  role: "maintenance",
  vessels: [
    {
      id: 1,
      name: "Sea Breeze",
      type: "Sailboat",
      model: "Beneteau Oceanis 45",
      year: 2019,
      healthScore: 95,
      lastService: "2024-11-10",
      nextService: "2024-12-15"
    }
  ],
  invoices: [
    {
      id: "INV-1247",
      amount: 2850,
      status: "paid",
      date: "2024-11-15"
    }
  ]
};

const charterUser = {
  name: "Sarah Johnson",
  email: "charter@demo.com",
  role: "charter",
  currentBooking: {
    vessel: "Bay Dreamer",
    date: "2024-12-20",
    duration: "4 hours",
    guests: 8,
    package: "Premium Sunset"
  }
};
```

### Responsive Breakpoints
- **Mobile**: < 768px (stacked layout, hidden sidebar)
- **Tablet**: 768px - 1024px (condensed sidebar, 2-column grids)
- **Desktop**: > 1024px (full sidebar, multi-column layouts)

### Security Considerations
- Session management with localStorage
- Secure document handling
- Input sanitization
- HTTPS enforcement (production)
- Two-factor authentication ready

### Performance Optimizations
- Lazy loading for images
- Pagination for large datasets
- Debounced search inputs
- Skeleton loaders for async content
- Minified CSS/JS (production)

## Next Steps for Full Implementation

1. **Backend Integration**
   - API endpoints for CRUD operations
   - Authentication system
   - File upload handling
   - Payment processing
   - Email notifications

2. **Database Schema**
   - Users table with roles
   - Vessels table with specifications
   - Services table with scheduling
   - Documents table with metadata
   - Invoices table with line items

3. **Third-Party Integrations**
   - Stripe/PayPal for payments
   - SendGrid for emails
   - AWS S3 for document storage
   - Google Calendar API
   - Weather API

4. **Testing Requirements**
   - Unit tests for form validation
   - Integration tests for workflows
   - Accessibility testing (WCAG 2.1)
   - Cross-browser compatibility
   - Performance benchmarks

5. **Deployment Considerations**
   - SSL certificates
   - CDN for static assets
   - Database backups
   - Monitoring and logging
   - Support ticket system

## Design Consistency Notes

All pages maintain:
- Warm, inviting color palette from main site
- Inter + Playfair Display typography
- Consistent spacing using CSS variables
- Smooth transitions and hover effects
- Professional yet approachable tone
- Mobile-first responsive design

This comprehensive portal system provides a complete solution for both maintenance and charter clients while maintaining the HarborSmith brand identity and user experience standards.