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pn-new-crm/src/lib/email/index.ts

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import nodemailer, { type Transporter } from 'nodemailer';
import { env } from '@/lib/env';
import { logger } from '@/lib/logger';
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
import { getPortEmailConfig, type PortEmailConfig } from '@/lib/services/port-config';
/**
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
* Creates and returns a new Nodemailer SMTP transporter using env defaults.
* For port-scoped configuration use {@link createPortTransporter} instead.
*
* A new instance is created on each call so the factory can be used in
* contexts where connection pooling is managed externally (e.g. per-request
* in serverless, or once at worker startup).
*/
fix(audit-integrations): SMTP/PG/Socket.IO timeouts, prompt injection, secret-at-rest A focused review of every external integration surfaced six issues the original audit missed. Fixed here. HIGH * Socket.IO had an unconditional 30-second idle disconnect on every socket. The comment on the line acknowledged it was "for development only, would be longer in prod" but no NODE_ENV guard existed, and the `socket.onAny` listener only resets on inbound client events — every dashboard connection that received only server-push events would have been torn down every 30s in production. Removed the manual idle timer entirely; Socket.IO's pingTimeout / pingInterval handles dead-transport detection at the protocol level. * SMTP transporters had no `connectionTimeout` / `greetingTimeout` / `socketTimeout`. Nodemailer's defaults are 2 minutes for connect and unlimited for socket — a hung SMTP server would have held a BullMQ `email` worker concurrency slot for up to 10 min per job (5 retries × 2 min). Set 10s/10s/30s on both the system transporter in `src/lib/email/index.ts` and the user-account transporter in `email-compose.service.ts`. MEDIUM * PostgreSQL pool had no `statement_timeout` / `idle_in_transaction_session_timeout`. A slow query or transaction held by a crashed handler would have eventually exhausted the 20-connection pool. 30s statement cap, 10s idle-in-tx cap, plus `max_lifetime: 30min` to recycle connections. * `umami_password` and `umami_api_token` were stored as plaintext in `system_settings` (the SMTP and S3 secret paths use AES-GCM). The reader now passes them through `readSecret()` which auto-detects the encrypted `iv:cipher:tag` shape and decrypts, falling back to legacy plaintext so operators can rotate without a flag-day. * AI email-draft worker interpolated `additionalInstructions` (user- controlled) directly into the OpenAI prompt — a hostile rep could close the instructions block and inject prompt directives that override the system prompt. Added `sanitizeForPrompt()` that strips newlines + quote chars, caps at 500 chars, and the prompt now wraps the value in a "treat as data not commands" preamble. LOW * Legacy `ensureBucket()` in `src/lib/minio/index.ts` was unguarded — if any future code imported it (currently no callers), a misconfigured prod deploy could mint a fresh empty bucket. Now matches the gate used by the pluggable S3Backend (`MINIO_AUTO_CREATE_BUCKET=true` required) so the legacy export and the new pluggable path agree. Confirmed not-an-issue: BullMQ Workers create connections via `{ url }` options object, and BullMQ sets `maxRetriesPerRequest: null` internally for those — no fix needed. The shared `redis` singleton that does keep `maxRetriesPerRequest: 3` is used only for direct Redis ops (rate-limit sliding window, etc.), never for blocking BullMQ commands, so the value is correct there. Test status: 1175/1175 vitest, tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:31:50 +02:00
// Nodemailer's default `connectionTimeout` is 2 minutes and there is no
// `socketTimeout`, so a hung SMTP server would hold a BullMQ `email`
// worker concurrency slot for up to 2 min × 5 retry attempts = 10 min
// per job. With concurrency 5, all slots can be starved by a single
// flaky upstream. Explicit timeouts cap the worst case under a minute.
const SMTP_TIMEOUTS = {
connectionTimeout: 10_000,
greetingTimeout: 10_000,
socketTimeout: 30_000,
} as const;
export function createTransporter(): Transporter {
return nodemailer.createTransport({
host: env.SMTP_HOST,
port: env.SMTP_PORT,
// Implicitly secure when port is 465; STARTTLS for all other ports.
secure: env.SMTP_PORT === 465,
fix(audit-integrations): SMTP/PG/Socket.IO timeouts, prompt injection, secret-at-rest A focused review of every external integration surfaced six issues the original audit missed. Fixed here. HIGH * Socket.IO had an unconditional 30-second idle disconnect on every socket. The comment on the line acknowledged it was "for development only, would be longer in prod" but no NODE_ENV guard existed, and the `socket.onAny` listener only resets on inbound client events — every dashboard connection that received only server-push events would have been torn down every 30s in production. Removed the manual idle timer entirely; Socket.IO's pingTimeout / pingInterval handles dead-transport detection at the protocol level. * SMTP transporters had no `connectionTimeout` / `greetingTimeout` / `socketTimeout`. Nodemailer's defaults are 2 minutes for connect and unlimited for socket — a hung SMTP server would have held a BullMQ `email` worker concurrency slot for up to 10 min per job (5 retries × 2 min). Set 10s/10s/30s on both the system transporter in `src/lib/email/index.ts` and the user-account transporter in `email-compose.service.ts`. MEDIUM * PostgreSQL pool had no `statement_timeout` / `idle_in_transaction_session_timeout`. A slow query or transaction held by a crashed handler would have eventually exhausted the 20-connection pool. 30s statement cap, 10s idle-in-tx cap, plus `max_lifetime: 30min` to recycle connections. * `umami_password` and `umami_api_token` were stored as plaintext in `system_settings` (the SMTP and S3 secret paths use AES-GCM). The reader now passes them through `readSecret()` which auto-detects the encrypted `iv:cipher:tag` shape and decrypts, falling back to legacy plaintext so operators can rotate without a flag-day. * AI email-draft worker interpolated `additionalInstructions` (user- controlled) directly into the OpenAI prompt — a hostile rep could close the instructions block and inject prompt directives that override the system prompt. Added `sanitizeForPrompt()` that strips newlines + quote chars, caps at 500 chars, and the prompt now wraps the value in a "treat as data not commands" preamble. LOW * Legacy `ensureBucket()` in `src/lib/minio/index.ts` was unguarded — if any future code imported it (currently no callers), a misconfigured prod deploy could mint a fresh empty bucket. Now matches the gate used by the pluggable S3Backend (`MINIO_AUTO_CREATE_BUCKET=true` required) so the legacy export and the new pluggable path agree. Confirmed not-an-issue: BullMQ Workers create connections via `{ url }` options object, and BullMQ sets `maxRetriesPerRequest: null` internally for those — no fix needed. The shared `redis` singleton that does keep `maxRetriesPerRequest: 3` is used only for direct Redis ops (rate-limit sliding window, etc.), never for blocking BullMQ commands, so the value is correct there. Test status: 1175/1175 vitest, tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:31:50 +02:00
...SMTP_TIMEOUTS,
feat(portal): replace magic-link with email/password + admin-initiated activation The client portal no longer uses passwordless / magic-link sign-in. Each client now has a `portal_users` row with a scrypt-hashed password, created by an admin from the client detail page; the admin's invite mails an activation link that the client uses to set their own password. Forgot-password is wired through the same token mechanism. Schema (migration `0009_outgoing_rumiko_fujikawa.sql`): - `portal_users` — one per client account, separate from the CRM `users` table (better-auth) so the auth realms stay isolated. Email is globally unique, password is null until activation. - `portal_auth_tokens` — single-use activation / reset tokens. Stores only the SHA-256 hash so a DB compromise never leaks live tokens. Services: - `src/lib/portal/passwords.ts` — scrypt hash/verify (no new deps; uses node:crypto), token mint+hash helpers. - `src/lib/services/portal-auth.service.ts` — createPortalUser, resendActivation, activateAccount, signIn (timing-safe), requestPasswordReset, resetPassword. Auth failures throw the new UnauthorizedError (401); enumeration-safe behaviour everywhere. Routes: - POST /api/portal/auth/sign-in — sets the existing portal JWT cookie. - POST /api/portal/auth/forgot-password — always 200. - POST /api/portal/auth/reset-password — token + new password. - POST /api/portal/auth/activate — token + initial password. - POST /api/v1/clients/:id/portal-user — admin invite (and `?action=resend`). - Removed: /api/portal/auth/request, /api/portal/auth/verify (magic link). UI: - /portal/login — replaced email-only magic-link form with email + password + "forgot password" link. - /portal/forgot-password, /portal/reset-password, /portal/activate — new. - New shared `PasswordSetForm` component used by activate + reset. - New `PortalInviteButton` rendered on the client detail header. Email send: - `createTransporter` now wires SMTP auth when SMTP_USER+SMTP_PASS are set (gmail app-password or marina-server creds, configured via env). - `SMTP_FROM` env var lets the sender address be overridden without pinning it to `noreply@${SMTP_HOST}`. Tests: - Smoke spec 17 (client-portal) updated to the new flow: 7/7 green. - Smoke specs 02-crud-spine, 05-invoices, 20-critical-path updated to match the post-refactor client + invoice forms (drop companyName, use OwnerPicker + billingEmail). - Vitest 652/652 still green; type-check clean. Drops the dead `requestMagicLink` from portal.service.ts. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 15:34:02 +02:00
...(env.SMTP_USER && env.SMTP_PASS
? { auth: { user: env.SMTP_USER, pass: env.SMTP_PASS } }
: {}),
});
}
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
function createTransporterFromConfig(cfg: PortEmailConfig): Transporter {
return nodemailer.createTransport({
host: cfg.smtpHost,
port: cfg.smtpPort,
secure: cfg.smtpPort === 465,
fix(audit-integrations): SMTP/PG/Socket.IO timeouts, prompt injection, secret-at-rest A focused review of every external integration surfaced six issues the original audit missed. Fixed here. HIGH * Socket.IO had an unconditional 30-second idle disconnect on every socket. The comment on the line acknowledged it was "for development only, would be longer in prod" but no NODE_ENV guard existed, and the `socket.onAny` listener only resets on inbound client events — every dashboard connection that received only server-push events would have been torn down every 30s in production. Removed the manual idle timer entirely; Socket.IO's pingTimeout / pingInterval handles dead-transport detection at the protocol level. * SMTP transporters had no `connectionTimeout` / `greetingTimeout` / `socketTimeout`. Nodemailer's defaults are 2 minutes for connect and unlimited for socket — a hung SMTP server would have held a BullMQ `email` worker concurrency slot for up to 10 min per job (5 retries × 2 min). Set 10s/10s/30s on both the system transporter in `src/lib/email/index.ts` and the user-account transporter in `email-compose.service.ts`. MEDIUM * PostgreSQL pool had no `statement_timeout` / `idle_in_transaction_session_timeout`. A slow query or transaction held by a crashed handler would have eventually exhausted the 20-connection pool. 30s statement cap, 10s idle-in-tx cap, plus `max_lifetime: 30min` to recycle connections. * `umami_password` and `umami_api_token` were stored as plaintext in `system_settings` (the SMTP and S3 secret paths use AES-GCM). The reader now passes them through `readSecret()` which auto-detects the encrypted `iv:cipher:tag` shape and decrypts, falling back to legacy plaintext so operators can rotate without a flag-day. * AI email-draft worker interpolated `additionalInstructions` (user- controlled) directly into the OpenAI prompt — a hostile rep could close the instructions block and inject prompt directives that override the system prompt. Added `sanitizeForPrompt()` that strips newlines + quote chars, caps at 500 chars, and the prompt now wraps the value in a "treat as data not commands" preamble. LOW * Legacy `ensureBucket()` in `src/lib/minio/index.ts` was unguarded — if any future code imported it (currently no callers), a misconfigured prod deploy could mint a fresh empty bucket. Now matches the gate used by the pluggable S3Backend (`MINIO_AUTO_CREATE_BUCKET=true` required) so the legacy export and the new pluggable path agree. Confirmed not-an-issue: BullMQ Workers create connections via `{ url }` options object, and BullMQ sets `maxRetriesPerRequest: null` internally for those — no fix needed. The shared `redis` singleton that does keep `maxRetriesPerRequest: 3` is used only for direct Redis ops (rate-limit sliding window, etc.), never for blocking BullMQ commands, so the value is correct there. Test status: 1175/1175 vitest, tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:31:50 +02:00
...SMTP_TIMEOUTS,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
...(cfg.smtpUser && cfg.smtpPass ? { auth: { user: cfg.smtpUser, pass: cfg.smtpPass } } : {}),
});
}
export interface EmailAttachmentRef {
fileId: string;
filename?: string;
}
export interface SendEmailOptions {
to: string | string[];
subject: string;
html: string;
from?: string;
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
/** When provided, port-level email settings override env defaults. */
portId?: string;
text?: string;
/**
* File attachments to fetch from MinIO and attach to the message.
* Resolution + cross-port enforcement happens via `resolveAttachments`
* before the SMTP call.
*/
attachments?: EmailAttachmentRef[];
}
/**
* Resolve attachment refs to nodemailer attachment payloads. Reads each file
* from MinIO and enforces port-isolation: an attachment that doesn't belong
* to `portId` throws ForbiddenError. Returns an empty array when no refs
* are provided.
*/
async function resolveAttachments(
refs: EmailAttachmentRef[] | undefined,
portId: string | undefined,
): Promise<Array<{ filename: string; content: Buffer; contentType?: string }>> {
if (!refs || refs.length === 0) return [];
const { db } = await import('@/lib/db');
const { files } = await import('@/lib/db/schema/documents');
const { eq } = await import('drizzle-orm');
const { ForbiddenError, NotFoundError } = await import('@/lib/errors');
fix(audit-v2): platform-wide post-merge hardening across 5 domains Five-domain audit (security, routes, DB, integrations, UI/UX) ran after the cf37d09 merge. Critical + high-impact items landed here; deferred medium/low items indexed in docs/audit-final-deferred.md (now organised into a "Audit-final v2" section). Security: - Storage proxy tokens now bind to op (`'get'` vs `'put'`). A long-lived download URL minted by `presignDownload` for an emailed brochure can no longer be replayed against the proxy PUT to overwrite the original storage object. `verifyProxyToken` requires `expectedOp` and rejects mismatches; legacy tokens missing `op` fail-closed. Regression tests added. - Markdown email merge values are now markdown-escaped (`[`, `]`, `(`, `)`, `*`, `_`, `\`, backticks, braces) before substitution into the rep-authored body. A malicious value like `[click here](https://evil)` stored in `client.fullName` no longer survives `escapeHtml` to render as a real `<a href>` in the outbound email. Phishing-via-merge-field closed; regression tests added. - Middleware now performs an Origin/Referer check on POST/PUT/PATCH/DELETE to `/api/v1/**`. Defense-in-depth on top of better-auth's SameSite=Lax cookie. Webhooks/public/auth/portal routes exempt as they don't carry the session cookie. Routes: - Template management routes were calling `withPermission('documents', 'manage', ...)` — but `documents` doesn't have a `manage` action. The registry has `document_templates.manage`. Every non-superadmin was getting 403'd on the seven template endpoints. Fixed across the /admin/templates surface. - Custom-fields permission resource is hardcoded to `clients` regardless of which entity (yacht/company/etc.) the values belong to. Documented as deferred (requires per-entity routes). DB: - documentSends: every parent FK (client_id, interest_id, berth_id, brochure_id, brochure_version_id) now uses ON DELETE SET NULL so the audit trail outlasts hard-deletes. The denormalized columns (recipient_email, document_kind, body_markdown, from_address) were added precisely for this. Migration 0035. - Polymorphic discriminators on yachts.current_owner_type and invoices.billing_entity_type now have CHECK constraints — typos like `'clients'` vs `'client'` were silently inserting unreachable rows before. Migration 0036. Integrations: - Email attachment resolution (`src/lib/email/index.ts`) was importing MinIO directly instead of `getStorageBackend()`. Filesystem-backend deployments would have broken every email-with-attachment send. Now routes through the pluggable abstraction per CLAUDE.md. - Documenso DOCUMENT_OPENED webhook filter relaxed: v2 may omit `readStatus` or send lowercase, so an event that was the SIGNAL of an open was being silently dropped. Now treats any recipient on a DOCUMENT_OPENED event as opened. UI/UX: - Expense detail used to render `receiptFileIds` as opaque UUID badges — reps couldn't view the receipt they uploaded. Now renders an image thumbnail (via `/api/v1/files/[id]/preview`) plus a Download link for PDFs. Closed the "where's my receipt?" loop in the expense flow. - Expense detail Edit + Archive buttons now `<PermissionGate>` and the archive mutation surfaces success/error toasts instead of silent 403s. - Brochures admin: setDefault/archive/create mutations now have onError toasts (only onSuccess existed before). - Removed broken bulk-upload link in scan/page (route doesn't exist; used a raw `<a>` triggering a full reload to a 404). Test status: 1168/1168 vitest passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 05:51:39 +02:00
// Pluggable storage backend (s3 OR filesystem). Direct MinIO imports
// break the filesystem-mode deployment path documented in CLAUDE.md.
const { getStorageBackend } = await import('@/lib/storage');
const backend = await getStorageBackend();
return Promise.all(
refs.map(async (ref) => {
const file = await db.query.files.findFirst({ where: eq(files.id, ref.fileId) });
if (!file) throw new NotFoundError('File');
if (portId && file.portId !== portId) {
throw new ForbiddenError('File belongs to a different port');
}
fix(audit-v2): platform-wide post-merge hardening across 5 domains Five-domain audit (security, routes, DB, integrations, UI/UX) ran after the cf37d09 merge. Critical + high-impact items landed here; deferred medium/low items indexed in docs/audit-final-deferred.md (now organised into a "Audit-final v2" section). Security: - Storage proxy tokens now bind to op (`'get'` vs `'put'`). A long-lived download URL minted by `presignDownload` for an emailed brochure can no longer be replayed against the proxy PUT to overwrite the original storage object. `verifyProxyToken` requires `expectedOp` and rejects mismatches; legacy tokens missing `op` fail-closed. Regression tests added. - Markdown email merge values are now markdown-escaped (`[`, `]`, `(`, `)`, `*`, `_`, `\`, backticks, braces) before substitution into the rep-authored body. A malicious value like `[click here](https://evil)` stored in `client.fullName` no longer survives `escapeHtml` to render as a real `<a href>` in the outbound email. Phishing-via-merge-field closed; regression tests added. - Middleware now performs an Origin/Referer check on POST/PUT/PATCH/DELETE to `/api/v1/**`. Defense-in-depth on top of better-auth's SameSite=Lax cookie. Webhooks/public/auth/portal routes exempt as they don't carry the session cookie. Routes: - Template management routes were calling `withPermission('documents', 'manage', ...)` — but `documents` doesn't have a `manage` action. The registry has `document_templates.manage`. Every non-superadmin was getting 403'd on the seven template endpoints. Fixed across the /admin/templates surface. - Custom-fields permission resource is hardcoded to `clients` regardless of which entity (yacht/company/etc.) the values belong to. Documented as deferred (requires per-entity routes). DB: - documentSends: every parent FK (client_id, interest_id, berth_id, brochure_id, brochure_version_id) now uses ON DELETE SET NULL so the audit trail outlasts hard-deletes. The denormalized columns (recipient_email, document_kind, body_markdown, from_address) were added precisely for this. Migration 0035. - Polymorphic discriminators on yachts.current_owner_type and invoices.billing_entity_type now have CHECK constraints — typos like `'clients'` vs `'client'` were silently inserting unreachable rows before. Migration 0036. Integrations: - Email attachment resolution (`src/lib/email/index.ts`) was importing MinIO directly instead of `getStorageBackend()`. Filesystem-backend deployments would have broken every email-with-attachment send. Now routes through the pluggable abstraction per CLAUDE.md. - Documenso DOCUMENT_OPENED webhook filter relaxed: v2 may omit `readStatus` or send lowercase, so an event that was the SIGNAL of an open was being silently dropped. Now treats any recipient on a DOCUMENT_OPENED event as opened. UI/UX: - Expense detail used to render `receiptFileIds` as opaque UUID badges — reps couldn't view the receipt they uploaded. Now renders an image thumbnail (via `/api/v1/files/[id]/preview`) plus a Download link for PDFs. Closed the "where's my receipt?" loop in the expense flow. - Expense detail Edit + Archive buttons now `<PermissionGate>` and the archive mutation surfaces success/error toasts instead of silent 403s. - Brochures admin: setDefault/archive/create mutations now have onError toasts (only onSuccess existed before). - Removed broken bulk-upload link in scan/page (route doesn't exist; used a raw `<a>` triggering a full reload to a 404). Test status: 1168/1168 vitest passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 05:51:39 +02:00
const stream = await backend.get(file.storagePath);
const chunks: Buffer[] = [];
fix(audit-v2): platform-wide post-merge hardening across 5 domains Five-domain audit (security, routes, DB, integrations, UI/UX) ran after the cf37d09 merge. Critical + high-impact items landed here; deferred medium/low items indexed in docs/audit-final-deferred.md (now organised into a "Audit-final v2" section). Security: - Storage proxy tokens now bind to op (`'get'` vs `'put'`). A long-lived download URL minted by `presignDownload` for an emailed brochure can no longer be replayed against the proxy PUT to overwrite the original storage object. `verifyProxyToken` requires `expectedOp` and rejects mismatches; legacy tokens missing `op` fail-closed. Regression tests added. - Markdown email merge values are now markdown-escaped (`[`, `]`, `(`, `)`, `*`, `_`, `\`, backticks, braces) before substitution into the rep-authored body. A malicious value like `[click here](https://evil)` stored in `client.fullName` no longer survives `escapeHtml` to render as a real `<a href>` in the outbound email. Phishing-via-merge-field closed; regression tests added. - Middleware now performs an Origin/Referer check on POST/PUT/PATCH/DELETE to `/api/v1/**`. Defense-in-depth on top of better-auth's SameSite=Lax cookie. Webhooks/public/auth/portal routes exempt as they don't carry the session cookie. Routes: - Template management routes were calling `withPermission('documents', 'manage', ...)` — but `documents` doesn't have a `manage` action. The registry has `document_templates.manage`. Every non-superadmin was getting 403'd on the seven template endpoints. Fixed across the /admin/templates surface. - Custom-fields permission resource is hardcoded to `clients` regardless of which entity (yacht/company/etc.) the values belong to. Documented as deferred (requires per-entity routes). DB: - documentSends: every parent FK (client_id, interest_id, berth_id, brochure_id, brochure_version_id) now uses ON DELETE SET NULL so the audit trail outlasts hard-deletes. The denormalized columns (recipient_email, document_kind, body_markdown, from_address) were added precisely for this. Migration 0035. - Polymorphic discriminators on yachts.current_owner_type and invoices.billing_entity_type now have CHECK constraints — typos like `'clients'` vs `'client'` were silently inserting unreachable rows before. Migration 0036. Integrations: - Email attachment resolution (`src/lib/email/index.ts`) was importing MinIO directly instead of `getStorageBackend()`. Filesystem-backend deployments would have broken every email-with-attachment send. Now routes through the pluggable abstraction per CLAUDE.md. - Documenso DOCUMENT_OPENED webhook filter relaxed: v2 may omit `readStatus` or send lowercase, so an event that was the SIGNAL of an open was being silently dropped. Now treats any recipient on a DOCUMENT_OPENED event as opened. UI/UX: - Expense detail used to render `receiptFileIds` as opaque UUID badges — reps couldn't view the receipt they uploaded. Now renders an image thumbnail (via `/api/v1/files/[id]/preview`) plus a Download link for PDFs. Closed the "where's my receipt?" loop in the expense flow. - Expense detail Edit + Archive buttons now `<PermissionGate>` and the archive mutation surfaces success/error toasts instead of silent 403s. - Brochures admin: setDefault/archive/create mutations now have onError toasts (only onSuccess existed before). - Removed broken bulk-upload link in scan/page (route doesn't exist; used a raw `<a>` triggering a full reload to a 404). Test status: 1168/1168 vitest passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 05:51:39 +02:00
for await (const chunk of stream as AsyncIterable<Buffer | string>) {
chunks.push(Buffer.isBuffer(chunk) ? chunk : Buffer.from(chunk));
}
return {
filename: ref.filename ?? file.originalName,
content: Buffer.concat(chunks),
...(file.mimeType ? { contentType: file.mimeType } : {}),
};
}),
);
}
/**
* Sends a single email via SMTP.
*
* Returns the nodemailer info object on success. Propagates errors to the
* caller - callers in background jobs should wrap in try/catch and handle
* retries via BullMQ.
*/
export async function sendEmail(
to: string | string[],
subject: string,
html: string,
from?: string,
text?: string,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
portId?: string,
attachments?: EmailAttachmentRef[],
): Promise<nodemailer.SentMessageInfo> {
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
const cfg = portId ? await getPortEmailConfig(portId) : null;
const transporter = cfg ? createTransporterFromConfig(cfg) : createTransporter();
const requestedTo = Array.isArray(to) ? to.join(', ') : to;
const effectiveTo = env.EMAIL_REDIRECT_TO ?? requestedTo;
const effectiveSubject = env.EMAIL_REDIRECT_TO
? `[redirected from ${requestedTo}] ${subject}`
: subject;
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
const fromHeader =
from ??
(cfg ? `${cfg.fromName} <${cfg.fromAddress}>` : undefined) ??
env.SMTP_FROM ??
`Port Nimara CRM <noreply@${env.SMTP_HOST}>`;
const resolvedAttachments = await resolveAttachments(attachments, portId);
const info = await transporter.sendMail({
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
from: fromHeader,
to: effectiveTo,
subject: effectiveSubject,
html,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
...(cfg?.replyTo ? { replyTo: cfg.replyTo } : {}),
...(text ? { text } : {}),
...(resolvedAttachments.length > 0 ? { attachments: resolvedAttachments } : {}),
});
logger.debug(
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
{ messageId: info.messageId, to: effectiveTo, originalTo: requestedTo, subject, portId },
env.EMAIL_REDIRECT_TO ? 'Email sent (redirected)' : 'Email sent',
);
return info;
}