ghostfolio/specs/008-fo-ui-redesign/contracts/navigation.md

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'.