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

// 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.