Initial import of HarborSmith website
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website-mockups/CLIENT-PORTAL-IMPLEMENTATION-GUIDE.md
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website-mockups/CLIENT-PORTAL-IMPLEMENTATION-GUIDE.md
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# HarborSmith Client Portal - Implementation Guide
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## Completed Components
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### ✅ Core Infrastructure
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1. **portal-styles.css** - Complete CSS framework for the portal
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- Dashboard layouts and cards
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- Form styles and validation states
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- Tables and data displays
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- Status badges and indicators
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- Responsive design breakpoints
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- Theme support (4 themes)
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2. **portal-login.html** - Unified login page
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- Role selection (Maintenance/Charter)
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- OAuth integration placeholders
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- Demo credentials system
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- Video background with brand messaging
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3. **maintenance-dashboard.html** - Main maintenance dashboard
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- Fleet overview with health scores
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- Upcoming services calendar
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- Invoice status tracking
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- Recent activity timeline
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- Quick action buttons
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4. **maintenance-vessels.html** - Vessel management page
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- Grid view of registered vessels
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- Add new vessel modal
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- Health score visualization
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- Quick schedule buttons
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## Remaining Pages to Implement
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### Maintenance Portal Pages
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#### 1. **maintenance-schedule.html**
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**Features:**
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- Interactive calendar view (monthly/weekly/daily)
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- Service type selector dropdown
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- Available time slots display
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- Vessel selection with current status
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- Service urgency levels (Emergency/Urgent/Routine)
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- Preferred technician selection
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- Special instructions text area
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- Confirmation and reminder settings
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#### 2. **maintenance-documents.html**
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**Features:**
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- Document categories sidebar
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- Registration documents
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- Insurance policies
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- Service warranties
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- Safety certificates
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- Owner manuals
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- Drag-and-drop upload zone
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- Document preview modal
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- Expiry date tracking with alerts
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- Search and filter functionality
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- Bulk download option
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- Document sharing controls
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#### 3. **maintenance-reports.html**
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**Features:**
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- Filterable report list (by date, vessel, service type)
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- Detailed report viewer with sections:
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- Service summary
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- Parts replaced
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- Labor performed
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- Before/after photos
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- Technician recommendations
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- Next service suggestions
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- Comment/note addition
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- PDF export functionality
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- Service rating and feedback
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#### 4. **maintenance-invoices.html**
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**Features:**
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- Invoice list with status filters (Paid/Pending/Overdue)
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- Detailed invoice view with line items
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- Payment method selection
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- Credit card form
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- ACH transfer details
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- Wire instructions
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- Payment history table
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- Auto-pay configuration
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- Dispute/question form
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- Download receipts
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### Charter Portal Pages
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#### 5. **charter-dashboard.html**
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**Features:**
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- Current charter countdown timer
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- Weather widget for charter date
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- Itinerary preview card
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- Guest list summary
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- Payment status indicator
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- Recommended add-ons carousel
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- Recent messages from crew
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- Pre-charter checklist
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#### 6. **charter-packages.html**
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**Features:**
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- Current package details card
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- Available upgrades grid:
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- Gourmet catering tiers
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- Water sports equipment
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- Photography/videography
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- Special occasion decorations
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- Extended hours
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- Additional crew
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- Package comparison table
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- Pricing calculator with real-time updates
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- Save package as template
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#### 7. **charter-itinerary.html**
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**Features:**
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- Interactive map with waypoints
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- Draggable timeline editor
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- Activity cards:
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- Departure/arrival times
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- Anchor locations
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- Meal times
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- Activity slots
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- Sunset viewing spots
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- Weather overlay on timeline
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- Share itinerary via email/link
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- Print-friendly version
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- Captain's notes section
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#### 8. **charter-payments.html**
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**Features:**
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- Payment summary breakdown:
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- Base charter fee
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- Add-ons and upgrades
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- Additional guests
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- Taxes and fees
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- Gratuity calculator
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- Guest addition form ($150/guest)
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- Payment schedule display
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- Saved payment methods
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- Transaction history
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- Refund policy accordion
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- Split payment option
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#### 9. **charter-documents.html**
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**Features:**
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- Required documents checklist:
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- Photo IDs for all guests
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- Signed waivers
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- Insurance proof
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- Medical/dietary forms
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- Emergency contacts
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- Upload progress tracker
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- Document status badges
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- Secure preview modal
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- Download all as ZIP
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- Missing document alerts
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#### 10. **charter-profile.html**
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**Features:**
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- Personal information form
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- Emergency contacts (primary/secondary)
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- Preferences section:
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- Dietary restrictions
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- Allergies
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- Music preferences
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- Beverage selections
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- Activity interests
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- Previous charters gallery
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- Favorite vessels
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- Saved itineraries
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- Communication preferences
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- Photo memories timeline
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## Implementation Details
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### Navigation Structure
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All pages share consistent sidebar navigation with:
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- Collapsible sidebar toggle
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- Active state highlighting
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- Role-based menu items
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- User profile dropdown
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- Notification badge
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### Common Components
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- **Header**: Breadcrumb navigation, search, notifications, user menu
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- **Cards**: Consistent shadow, hover effects, border radius
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- **Forms**: Validation states, required field indicators, help text
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- **Modals**: Overlay, close button, responsive sizing
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- **Tables**: Sortable headers, hover states, responsive scroll
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### Interactive Features
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1. **Form Validation**
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- Real-time field validation
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- Error message display
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- Success confirmation toasts
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2. **Data Tables**
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- Column sorting
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- Pagination
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- Search/filter
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- Export options
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3. **File Uploads**
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- Drag-and-drop zones
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- Progress indicators
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- File type validation
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- Preview generation
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4. **Calendar Integration**
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- Date picker widgets
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- Time slot selection
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- Availability checking
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- Reminder settings
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### Mock Data Structure
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```javascript
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// Sample user data
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const maintenanceUser = {
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name: "John Smith",
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email: "maintenance@demo.com",
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role: "maintenance",
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vessels: [
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{
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id: 1,
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name: "Sea Breeze",
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type: "Sailboat",
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model: "Beneteau Oceanis 45",
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year: 2019,
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healthScore: 95,
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lastService: "2024-11-10",
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nextService: "2024-12-15"
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}
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],
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invoices: [
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{
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id: "INV-1247",
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amount: 2850,
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status: "paid",
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date: "2024-11-15"
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}
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]
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};
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const charterUser = {
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name: "Sarah Johnson",
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email: "charter@demo.com",
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role: "charter",
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currentBooking: {
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vessel: "Bay Dreamer",
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date: "2024-12-20",
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duration: "4 hours",
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guests: 8,
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package: "Premium Sunset"
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}
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};
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```
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### Responsive Breakpoints
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- **Mobile**: < 768px (stacked layout, hidden sidebar)
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- **Tablet**: 768px - 1024px (condensed sidebar, 2-column grids)
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- **Desktop**: > 1024px (full sidebar, multi-column layouts)
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### Security Considerations
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- Session management with localStorage
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- Secure document handling
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- Input sanitization
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- HTTPS enforcement (production)
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- Two-factor authentication ready
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### Performance Optimizations
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- Lazy loading for images
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- Pagination for large datasets
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- Debounced search inputs
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- Skeleton loaders for async content
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- Minified CSS/JS (production)
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## Next Steps for Full Implementation
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1. **Backend Integration**
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- API endpoints for CRUD operations
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- Authentication system
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- File upload handling
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- Payment processing
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- Email notifications
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2. **Database Schema**
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- Users table with roles
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- Vessels table with specifications
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- Services table with scheduling
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- Documents table with metadata
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- Invoices table with line items
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3. **Third-Party Integrations**
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- Stripe/PayPal for payments
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- SendGrid for emails
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- AWS S3 for document storage
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- Google Calendar API
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- Weather API
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4. **Testing Requirements**
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- Unit tests for form validation
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- Integration tests for workflows
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- Accessibility testing (WCAG 2.1)
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- Cross-browser compatibility
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- Performance benchmarks
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5. **Deployment Considerations**
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- SSL certificates
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- CDN for static assets
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- Database backups
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- Monitoring and logging
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- Support ticket system
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## Design Consistency Notes
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All pages maintain:
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- Warm, inviting color palette from main site
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- Inter + Playfair Display typography
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- Consistent spacing using CSS variables
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- Smooth transitions and hover effects
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- Professional yet approachable tone
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- Mobile-first responsive design
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This comprehensive portal system provides a complete solution for both maintenance and charter clients while maintaining the HarborSmith brand identity and user experience standards.
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