feat(mobile): swap admin page headers to PageHeader
Mechanical sweep replacing the plain h1+p header markup with the
mobile-aware PageHeader primitive across 12 admin pages: index,
backup, branding, documenso, email, import, invitations, monitoring,
onboarding, reminders, reports, webhooks. Webhooks "Add Webhook"
button preserved via the actions slot.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 12:57:52 +02:00
import { PageHeader } from '@/components/shared/page-header' ;
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).
CRITICAL (3):
- C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
no longer silently drop interest links
- C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
- C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
callers must go through /stage with the override-guard chain
HIGH (14/15):
- H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
interests/documents/reservations/reminders/invoices (migration 0070)
- H-02 login page reads ?redirect= param with same-origin guard
- H-03 CRM invite token moves to URL fragment so it never lands in
nginx access logs / Referer headers
- H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
- H-05 toggleAccount writes an audit row
- H-06 upsertSetting masks any value whose key ends with _encrypted
- H-07 archiveClient cascade fires per-interest audit rows
- H-08 createSalesTransporter applies SMTP_TIMEOUTS
- H-09 AppShell stable children — viewport flip across breakpoint no
longer destroys in-progress form drafts
- H-10 portal documents page swaps Unicode glyph status icons for
Lucide CheckCircle2/XCircle/Circle + aria-labels
- H-12 list components swap alert(...) for toast.warning(...)
- H-13 5 icon-only buttons gain aria-label
- H-14 parseBody treats empty bodies as {}
- H-15 admin layout renders a 403 panel instead of silent bounce
- H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet
MEDIUM (28+):
- M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
WHEREs across custom-fields, notes (all 6 entity types x update +
delete), client-contacts, yacht ownerClient lookup, webhook reads
- M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
- M-EM01 portal-auth emails thread through portId
- M-EM02 sendEmail accepts cc/bcc params
- M-EM04 notification_digest catalog key
- M-IN01 portal presigned download URLs use 4h TTL
- M-IN02 OpenAI client lazy-instantiated
- M-IN04 stale pdfme refs updated to pdf-lib AcroForm
- M-IN05 umami.testConnection returns tagged union
- M-L01 reservations tenure_type unified with berths
- M-L02 report-generators canonicalize stage values
- M-AU01 audit log placeholder copy fixed
- M-AU04 outcome_set / outcome_cleared distinct audit verbs
- M-NEW-2 activity feed entity name+type separator
- M-R01 portal allowlist narrowed + portal_session backstop in proxy
- M-SC02 companies archived partial index
- M-SC04 audit_logs.searchText documented as DB-managed
- M-S01 storage_s3_access_key_encrypted admin field
- M-U01 audit log empty state uses <EmptyState>
- M-U09 invoice delete dialog -> <AlertDialog>
- M-U10 toast.success on ClientForm + InterestForm create/edit
- M-U11 settings-form-card logo preview alt text
- M-U14 mobile topbar title on clients/yachts/interests/berths
- M-U15 Invoices in mobile More-sheet
LOW (6/8):
- L-AU01 severity defaults for security-relevant verbs
- L-AU02 +13 missing actions in admin audit filter
- L-AU03 +7 missing entity types in admin audit filter
- L-AU04 dead listAuditLogs stubbed
- L-D02 CLAUDE.md Owner-wins chain tightened
Bonus — Document detail polish (#67 partial, 3/6 deliverables):
- state-aware action button per signer
- watcher Add UI with display-name resolution
- cleanSignerName cleanup
Prior session work bundled in:
- Documenso v2 webhook + envelope-ID normalization + sequential signing
- SigningProgress UI redesign (avatars, per-signer state, timestamps)
- env->admin settings registry + RegistryDrivenForm + encrypted creds
- Embedded-signing card + Test connection + setup help
- Dev-mode EMAIL_REDIRECT_TO banner
- Pipeline rules admin page
- Sales email config card
- Audit log details Sheet
- EOI tab: Finalising badge, absolute timestamps, sequential indicator
- Notes pipeline_stage_at_creation (migration 0069)
- Documenso numeric ID dual-key webhook (migration 0068)
- Dimensions criterion copy (migration 0067)
Tests: 1374/1374 vitest pass. tsc clean. lint clean.
See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
import { RegistryDrivenForm } from '@/components/admin/shared/registry-driven-form' ;
feat(emails): sales send-out flows + brochures + email-from settings
Phase 7 of the berth-recommender refactor (plan §3.3, §4.8, §4.9, §5.7,
§5.8, §5.9, §11.1, §14.7, §14.9). Adds the rep-driven send-out path for
per-berth PDFs and port-wide brochures, the per-port sales SMTP/IMAP
config + body templates, and the supporting admin UI.
Migration: 0031_brochures_and_document_sends.sql
Schema additions:
- brochures (port-wide, with isDefault marker + archive)
- brochure_versions (versioned uploads, storageKey per §4.7a)
- document_sends (audit log of every rep-initiated send; failures
captured with failedAt + errorReason). berthPdfVersionId is a plain
text column (no FK) — loose-coupled to Phase 6b's berth_pdf_versions
so the two phases stay independent.
§14.7 critical mitigations:
- Body XSS: rep-authored markdown goes through renderEmailBody()
(HTML-escape first, then a tight allowlist of bold/italic/code/link
rules). https:// + mailto: only — javascript:/data: URLs stripped.
Tested against script/img/iframe/svg/onerror polyglots.
- Recipient typo: strict email regex + two-step confirm modal that
shows the exact recipient before send.
- Unresolved merge fields: pre-send dry-run /preview endpoint blocks
submission until findUnresolvedTokens() returns empty.
- SMTP failure: every transport rejection writes a document_sends row
with failedAt + errorReason; UI surfaces the message.
- Hourly per-user rate limit: 50 sends/user/hour via existing
checkRateLimit().
- Size threshold fallback (§11.1): files above
email_attach_threshold_mb (default 15) ship as a 24h signed-URL
download link in the body instead of an attachment. Storage stream
flows directly to nodemailer to avoid buffering 20MB+.
§14.10 critical mitigation:
- SMTP/IMAP passwords encrypted at rest via the existing
EMAIL_CREDENTIAL_KEY (AES-256-GCM). The /api/v1/admin/email/
sales-config GET endpoint never returns the decrypted value — only
a *PassIsSet boolean. PATCH treats empty string as "leave unchanged"
and explicit null as "clear", so the masked-placeholder UI round-
trips without forcing re-entry on every save.
system_settings keys (per-port unless noted):
- sales_from_address, sales_smtp_{host,port,secure,user,pass_encrypted}
- sales_imap_{host,port,user,pass_encrypted}
- sales_auth_method (default app_password)
- noreply_from_address
- email_template_send_berth_pdf_body, email_template_send_brochure_body
- brochure_max_upload_mb (default 50)
- email_attach_threshold_mb (default 15)
UI surfaces (per §5.7, §5.8, §5.9):
- <SendDocumentDialog> shared 2-step compose+confirm flow.
- <SendBerthPdfDialog>, <SendDocumentsDialog>, <SendFromInterestButton>
wrappers per detail page.
- /[portSlug]/admin/brochures: list, upload (direct-to-storage
presigned PUT for the 20MB+ files per §11.1), default toggle,
archive.
- /[portSlug]/admin/email extended with <SalesEmailConfigCard>:
SMTP + IMAP creds, body templates, threshold/max settings.
Storage: every upload + download goes through getStorageBackend() —
no direct minio imports, per Phase 6a contract.
Tests: 1145 vitest passing (+ 50 new in
markdown-email-sanitization.test.ts, document-sends-validators.test.ts,
sales-email-config-validators.test.ts).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 03:38:47 +02:00
import { SalesEmailConfigCard } from '@/components/admin/sales-email-config-card' ;
2026-05-14 15:24:38 +02:00
import { EmailRoutingCard } from '@/components/admin/email-routing-card' ;
2026-05-21 19:28:01 +02:00
import { SmtpTestSendCard } from '@/components/admin/email/smtp-test-send-card' ;
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
export default function EmailSettingsPage() {
return (
< div className = "space-y-6" >
feat(mobile): swap admin page headers to PageHeader
Mechanical sweep replacing the plain h1+p header markup with the
mobile-aware PageHeader primitive across 12 admin pages: index,
backup, branding, documenso, email, import, invitations, monitoring,
onboarding, reminders, reports, webhooks. Webhooks "Add Webhook"
button preserved via the actions slot.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 12:57:52 +02:00
< PageHeader
title = "Email Settings"
2026-05-13 11:50:07 +02:00
description = "Per-port outgoing email configuration. SMTP credentials and the From address default to environment variables when these fields are blank. Header/footer HTML lives under Branding."
feat(mobile): swap admin page headers to PageHeader
Mechanical sweep replacing the plain h1+p header markup with the
mobile-aware PageHeader primitive across 12 admin pages: index,
backup, branding, documenso, email, import, invitations, monitoring,
onboarding, reminders, reports, webhooks. Webhooks "Add Webhook"
button preserved via the actions slot.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 12:57:52 +02:00
/ >
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).
CRITICAL (3):
- C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
no longer silently drop interest links
- C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
- C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
callers must go through /stage with the override-guard chain
HIGH (14/15):
- H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
interests/documents/reservations/reminders/invoices (migration 0070)
- H-02 login page reads ?redirect= param with same-origin guard
- H-03 CRM invite token moves to URL fragment so it never lands in
nginx access logs / Referer headers
- H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
- H-05 toggleAccount writes an audit row
- H-06 upsertSetting masks any value whose key ends with _encrypted
- H-07 archiveClient cascade fires per-interest audit rows
- H-08 createSalesTransporter applies SMTP_TIMEOUTS
- H-09 AppShell stable children — viewport flip across breakpoint no
longer destroys in-progress form drafts
- H-10 portal documents page swaps Unicode glyph status icons for
Lucide CheckCircle2/XCircle/Circle + aria-labels
- H-12 list components swap alert(...) for toast.warning(...)
- H-13 5 icon-only buttons gain aria-label
- H-14 parseBody treats empty bodies as {}
- H-15 admin layout renders a 403 panel instead of silent bounce
- H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet
MEDIUM (28+):
- M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
WHEREs across custom-fields, notes (all 6 entity types x update +
delete), client-contacts, yacht ownerClient lookup, webhook reads
- M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
- M-EM01 portal-auth emails thread through portId
- M-EM02 sendEmail accepts cc/bcc params
- M-EM04 notification_digest catalog key
- M-IN01 portal presigned download URLs use 4h TTL
- M-IN02 OpenAI client lazy-instantiated
- M-IN04 stale pdfme refs updated to pdf-lib AcroForm
- M-IN05 umami.testConnection returns tagged union
- M-L01 reservations tenure_type unified with berths
- M-L02 report-generators canonicalize stage values
- M-AU01 audit log placeholder copy fixed
- M-AU04 outcome_set / outcome_cleared distinct audit verbs
- M-NEW-2 activity feed entity name+type separator
- M-R01 portal allowlist narrowed + portal_session backstop in proxy
- M-SC02 companies archived partial index
- M-SC04 audit_logs.searchText documented as DB-managed
- M-S01 storage_s3_access_key_encrypted admin field
- M-U01 audit log empty state uses <EmptyState>
- M-U09 invoice delete dialog -> <AlertDialog>
- M-U10 toast.success on ClientForm + InterestForm create/edit
- M-U11 settings-form-card logo preview alt text
- M-U14 mobile topbar title on clients/yachts/interests/berths
- M-U15 Invoices in mobile More-sheet
LOW (6/8):
- L-AU01 severity defaults for security-relevant verbs
- L-AU02 +13 missing actions in admin audit filter
- L-AU03 +7 missing entity types in admin audit filter
- L-AU04 dead listAuditLogs stubbed
- L-D02 CLAUDE.md Owner-wins chain tightened
Bonus — Document detail polish (#67 partial, 3/6 deliverables):
- state-aware action button per signer
- watcher Add UI with display-name resolution
- cleanSignerName cleanup
Prior session work bundled in:
- Documenso v2 webhook + envelope-ID normalization + sequential signing
- SigningProgress UI redesign (avatars, per-signer state, timestamps)
- env->admin settings registry + RegistryDrivenForm + encrypted creds
- Embedded-signing card + Test connection + setup help
- Dev-mode EMAIL_REDIRECT_TO banner
- Pipeline rules admin page
- Sales email config card
- Audit log details Sheet
- EOI tab: Finalising badge, absolute timestamps, sequential indicator
- Notes pipeline_stage_at_creation (migration 0069)
- Documenso numeric ID dual-key webhook (migration 0068)
- Dimensions criterion copy (migration 0067)
Tests: 1374/1374 vitest pass. tsc clean. lint clean.
See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
{ /* Registry-driven so each field shows the "Using env fallback /
port / global / default " badge inline — admins can tell at a
glance which fields are coming from . env vs . UI overrides . * / }
< RegistryDrivenForm
sections = { [ 'email.from' ] }
2026-05-13 11:50:07 +02:00
title = "From address"
description = "Identity headers used by system-generated emails."
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
/ >
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).
CRITICAL (3):
- C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
no longer silently drop interest links
- C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
- C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
callers must go through /stage with the override-guard chain
HIGH (14/15):
- H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
interests/documents/reservations/reminders/invoices (migration 0070)
- H-02 login page reads ?redirect= param with same-origin guard
- H-03 CRM invite token moves to URL fragment so it never lands in
nginx access logs / Referer headers
- H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
- H-05 toggleAccount writes an audit row
- H-06 upsertSetting masks any value whose key ends with _encrypted
- H-07 archiveClient cascade fires per-interest audit rows
- H-08 createSalesTransporter applies SMTP_TIMEOUTS
- H-09 AppShell stable children — viewport flip across breakpoint no
longer destroys in-progress form drafts
- H-10 portal documents page swaps Unicode glyph status icons for
Lucide CheckCircle2/XCircle/Circle + aria-labels
- H-12 list components swap alert(...) for toast.warning(...)
- H-13 5 icon-only buttons gain aria-label
- H-14 parseBody treats empty bodies as {}
- H-15 admin layout renders a 403 panel instead of silent bounce
- H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet
MEDIUM (28+):
- M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
WHEREs across custom-fields, notes (all 6 entity types x update +
delete), client-contacts, yacht ownerClient lookup, webhook reads
- M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
- M-EM01 portal-auth emails thread through portId
- M-EM02 sendEmail accepts cc/bcc params
- M-EM04 notification_digest catalog key
- M-IN01 portal presigned download URLs use 4h TTL
- M-IN02 OpenAI client lazy-instantiated
- M-IN04 stale pdfme refs updated to pdf-lib AcroForm
- M-IN05 umami.testConnection returns tagged union
- M-L01 reservations tenure_type unified with berths
- M-L02 report-generators canonicalize stage values
- M-AU01 audit log placeholder copy fixed
- M-AU04 outcome_set / outcome_cleared distinct audit verbs
- M-NEW-2 activity feed entity name+type separator
- M-R01 portal allowlist narrowed + portal_session backstop in proxy
- M-SC02 companies archived partial index
- M-SC04 audit_logs.searchText documented as DB-managed
- M-S01 storage_s3_access_key_encrypted admin field
- M-U01 audit log empty state uses <EmptyState>
- M-U09 invoice delete dialog -> <AlertDialog>
- M-U10 toast.success on ClientForm + InterestForm create/edit
- M-U11 settings-form-card logo preview alt text
- M-U14 mobile topbar title on clients/yachts/interests/berths
- M-U15 Invoices in mobile More-sheet
LOW (6/8):
- L-AU01 severity defaults for security-relevant verbs
- L-AU02 +13 missing actions in admin audit filter
- L-AU03 +7 missing entity types in admin audit filter
- L-AU04 dead listAuditLogs stubbed
- L-D02 CLAUDE.md Owner-wins chain tightened
Bonus — Document detail polish (#67 partial, 3/6 deliverables):
- state-aware action button per signer
- watcher Add UI with display-name resolution
- cleanSignerName cleanup
Prior session work bundled in:
- Documenso v2 webhook + envelope-ID normalization + sequential signing
- SigningProgress UI redesign (avatars, per-signer state, timestamps)
- env->admin settings registry + RegistryDrivenForm + encrypted creds
- Embedded-signing card + Test connection + setup help
- Dev-mode EMAIL_REDIRECT_TO banner
- Pipeline rules admin page
- Sales email config card
- Audit log details Sheet
- EOI tab: Finalising badge, absolute timestamps, sequential indicator
- Notes pipeline_stage_at_creation (migration 0069)
- Documenso numeric ID dual-key webhook (migration 0068)
- Dimensions criterion copy (migration 0067)
Tests: 1374/1374 vitest pass. tsc clean. lint clean.
See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
< RegistryDrivenForm
sections = { [ 'email.smtp' ] }
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
title = "SMTP transport overrides"
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).
CRITICAL (3):
- C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
no longer silently drop interest links
- C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
- C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
callers must go through /stage with the override-guard chain
HIGH (14/15):
- H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
interests/documents/reservations/reminders/invoices (migration 0070)
- H-02 login page reads ?redirect= param with same-origin guard
- H-03 CRM invite token moves to URL fragment so it never lands in
nginx access logs / Referer headers
- H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
- H-05 toggleAccount writes an audit row
- H-06 upsertSetting masks any value whose key ends with _encrypted
- H-07 archiveClient cascade fires per-interest audit rows
- H-08 createSalesTransporter applies SMTP_TIMEOUTS
- H-09 AppShell stable children — viewport flip across breakpoint no
longer destroys in-progress form drafts
- H-10 portal documents page swaps Unicode glyph status icons for
Lucide CheckCircle2/XCircle/Circle + aria-labels
- H-12 list components swap alert(...) for toast.warning(...)
- H-13 5 icon-only buttons gain aria-label
- H-14 parseBody treats empty bodies as {}
- H-15 admin layout renders a 403 panel instead of silent bounce
- H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet
MEDIUM (28+):
- M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
WHEREs across custom-fields, notes (all 6 entity types x update +
delete), client-contacts, yacht ownerClient lookup, webhook reads
- M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
- M-EM01 portal-auth emails thread through portId
- M-EM02 sendEmail accepts cc/bcc params
- M-EM04 notification_digest catalog key
- M-IN01 portal presigned download URLs use 4h TTL
- M-IN02 OpenAI client lazy-instantiated
- M-IN04 stale pdfme refs updated to pdf-lib AcroForm
- M-IN05 umami.testConnection returns tagged union
- M-L01 reservations tenure_type unified with berths
- M-L02 report-generators canonicalize stage values
- M-AU01 audit log placeholder copy fixed
- M-AU04 outcome_set / outcome_cleared distinct audit verbs
- M-NEW-2 activity feed entity name+type separator
- M-R01 portal allowlist narrowed + portal_session backstop in proxy
- M-SC02 companies archived partial index
- M-SC04 audit_logs.searchText documented as DB-managed
- M-S01 storage_s3_access_key_encrypted admin field
- M-U01 audit log empty state uses <EmptyState>
- M-U09 invoice delete dialog -> <AlertDialog>
- M-U10 toast.success on ClientForm + InterestForm create/edit
- M-U11 settings-form-card logo preview alt text
- M-U14 mobile topbar title on clients/yachts/interests/berths
- M-U15 Invoices in mobile More-sheet
LOW (6/8):
- L-AU01 severity defaults for security-relevant verbs
- L-AU02 +13 missing actions in admin audit filter
- L-AU03 +7 missing entity types in admin audit filter
- L-AU04 dead listAuditLogs stubbed
- L-D02 CLAUDE.md Owner-wins chain tightened
Bonus — Document detail polish (#67 partial, 3/6 deliverables):
- state-aware action button per signer
- watcher Add UI with display-name resolution
- cleanSignerName cleanup
Prior session work bundled in:
- Documenso v2 webhook + envelope-ID normalization + sequential signing
- SigningProgress UI redesign (avatars, per-signer state, timestamps)
- env->admin settings registry + RegistryDrivenForm + encrypted creds
- Embedded-signing card + Test connection + setup help
- Dev-mode EMAIL_REDIRECT_TO banner
- Pipeline rules admin page
- Sales email config card
- Audit log details Sheet
- EOI tab: Finalising badge, absolute timestamps, sequential indicator
- Notes pipeline_stage_at_creation (migration 0069)
- Documenso numeric ID dual-key webhook (migration 0068)
- Dimensions criterion copy (migration 0067)
Tests: 1374/1374 vitest pass. tsc clean. lint clean.
See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
description = "Optional per-port SMTP credentials. Leave blank to use the global env defaults. Each field shows its current source (env / port / default) so you can tell what's active without checking the deploy."
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
/ >
2026-05-21 19:28:01 +02:00
< SmtpTestSendCard / >
feat(emails): sales send-out flows + brochures + email-from settings
Phase 7 of the berth-recommender refactor (plan §3.3, §4.8, §4.9, §5.7,
§5.8, §5.9, §11.1, §14.7, §14.9). Adds the rep-driven send-out path for
per-berth PDFs and port-wide brochures, the per-port sales SMTP/IMAP
config + body templates, and the supporting admin UI.
Migration: 0031_brochures_and_document_sends.sql
Schema additions:
- brochures (port-wide, with isDefault marker + archive)
- brochure_versions (versioned uploads, storageKey per §4.7a)
- document_sends (audit log of every rep-initiated send; failures
captured with failedAt + errorReason). berthPdfVersionId is a plain
text column (no FK) — loose-coupled to Phase 6b's berth_pdf_versions
so the two phases stay independent.
§14.7 critical mitigations:
- Body XSS: rep-authored markdown goes through renderEmailBody()
(HTML-escape first, then a tight allowlist of bold/italic/code/link
rules). https:// + mailto: only — javascript:/data: URLs stripped.
Tested against script/img/iframe/svg/onerror polyglots.
- Recipient typo: strict email regex + two-step confirm modal that
shows the exact recipient before send.
- Unresolved merge fields: pre-send dry-run /preview endpoint blocks
submission until findUnresolvedTokens() returns empty.
- SMTP failure: every transport rejection writes a document_sends row
with failedAt + errorReason; UI surfaces the message.
- Hourly per-user rate limit: 50 sends/user/hour via existing
checkRateLimit().
- Size threshold fallback (§11.1): files above
email_attach_threshold_mb (default 15) ship as a 24h signed-URL
download link in the body instead of an attachment. Storage stream
flows directly to nodemailer to avoid buffering 20MB+.
§14.10 critical mitigation:
- SMTP/IMAP passwords encrypted at rest via the existing
EMAIL_CREDENTIAL_KEY (AES-256-GCM). The /api/v1/admin/email/
sales-config GET endpoint never returns the decrypted value — only
a *PassIsSet boolean. PATCH treats empty string as "leave unchanged"
and explicit null as "clear", so the masked-placeholder UI round-
trips without forcing re-entry on every save.
system_settings keys (per-port unless noted):
- sales_from_address, sales_smtp_{host,port,secure,user,pass_encrypted}
- sales_imap_{host,port,user,pass_encrypted}
- sales_auth_method (default app_password)
- noreply_from_address
- email_template_send_berth_pdf_body, email_template_send_brochure_body
- brochure_max_upload_mb (default 50)
- email_attach_threshold_mb (default 15)
UI surfaces (per §5.7, §5.8, §5.9):
- <SendDocumentDialog> shared 2-step compose+confirm flow.
- <SendBerthPdfDialog>, <SendDocumentsDialog>, <SendFromInterestButton>
wrappers per detail page.
- /[portSlug]/admin/brochures: list, upload (direct-to-storage
presigned PUT for the 20MB+ files per §11.1), default toggle,
archive.
- /[portSlug]/admin/email extended with <SalesEmailConfigCard>:
SMTP + IMAP creds, body templates, threshold/max settings.
Storage: every upload + download goes through getStorageBackend() —
no direct minio imports, per Phase 6a contract.
Tests: 1145 vitest passing (+ 50 new in
markdown-email-sanitization.test.ts, document-sends-validators.test.ts,
sales-email-config-validators.test.ts).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 03:38:47 +02:00
< SalesEmailConfigCard / >
2026-05-14 15:24:38 +02:00
< EmailRoutingCard / >
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
< / div >
) ;
}