# Navigation Contract: Family Office UI Redesign **Feature**: 008-fo-ui-redesign **Date**: 2026-03-22 ## Primary Navigation Structure The header navigation for authenticated users MUST display exactly these 5 top-level items: ### 1. Dashboard (direct link) - **Route**: `/family-office` - **Label**: "Dashboard" - **Behavior**: Direct navigation (no submenu) ### 2. Partnerships (dropdown menu) - **Label**: "Partnerships" - **Sub-items**: | Label | Route | Description | |---|---|---| | Entities | `/entities` | Entity management (trusts, LLCs, etc.) | | Partnerships | `/partnerships` | Partnership list and details | | Distributions | `/distributions` | Distribution tracking | | Portfolio Views | `/portfolio-views` | Configurable performance views | ### 3. K-1 Center (dropdown menu) - **Label**: "K-1 Center" - **Sub-items**: | Label | Route | Description | |---|---|---| | K-1 Import | `/k1-import` | Upload and parse K1 documents | | K-1 Documents | `/k-documents` | Browse parsed K1 documents | | Cell Mapping | `/cell-mapping` | K1 box definition management | ### 4. Analysis (direct link) - **Route**: `/portfolio` (existing portfolio page with analysis, activities, allocations tabs) - **Label**: "Analysis" - **Behavior**: Direct navigation (no submenu) ### 5. Admin (dropdown menu, conditional) - **Label**: "Admin" - **Visibility**: Shows only when `hasPermissionToAccessAdminControl` is true - **Sub-items**: | Label | Route | Condition | |---|---|---| | Admin Control | (existing admin route) | `hasPermissionToAccessAdminControl` | | Accounts | (existing accounts route) | Always | | Resources | `/resources` | Always | | Pricing | `/pricing` | `hasPermissionForSubscription` | | Legacy Pages | (submenu or section) | Always | ### Legacy Pages (accessible from Admin > Legacy or via direct URL) | Label | Route | |---|---| | Overview | `/home` | | Holdings | `/home/holdings` | | Summary | `/home/summary` | | Markets | `/home/markets` | | Watchlist | `/home/watchlist` | | FIRE Calculator | `/portfolio/fire` | | X-Ray | `/portfolio/x-ray` | ## Mobile Navigation The mobile hamburger menu (account dropdown, `d-flex d-sm-none` items) MUST mirror the same 5-group structure with all sub-items expanded flat (since nested mat-menus are awkward on mobile). ## Route Preservation All existing routes MUST continue to work. No routes are removed or redirected. Only the navigation UI changes — the route table in `app.routes.ts` remains intact. ## Default Route Change | Current | Target | |---|---| | `/**` → `home` | `/**` → `family-office` | The wildcard redirect in `app.routes.ts` changes from `redirectTo: 'home'` to `redirectTo: 'family-office'`.