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pn-new-crm/src/lib/services/documenso-client.ts

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import { env } from '@/lib/env';
import { logger } from '@/lib/logger';
import { getPortDocumensoConfig, type DocumensoApiVersion } 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
interface DocumensoCreds {
baseUrl: string;
apiKey: string;
apiVersion: DocumensoApiVersion;
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
}
async function resolveCreds(portId?: string): Promise<DocumensoCreds> {
if (!portId) {
return {
baseUrl: env.DOCUMENSO_API_URL,
apiKey: env.DOCUMENSO_API_KEY,
apiVersion: env.DOCUMENSO_API_VERSION,
};
}
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 = await getPortDocumensoConfig(portId);
return { baseUrl: cfg.apiUrl, apiKey: cfg.apiKey, apiVersion: cfg.apiVersion };
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
}
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
async function documensoFetch(
path: string,
options?: RequestInit,
portId?: string,
): Promise<unknown> {
const { baseUrl, apiKey } = await resolveCreds(portId);
const res = await fetch(`${baseUrl}${path}`, {
...options,
headers: {
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
Authorization: `Bearer ${apiKey}`,
'Content-Type': 'application/json',
...options?.headers,
},
});
if (!res.ok) {
const err = await res.text();
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
logger.error({ path, status: res.status, err, portId }, 'Documenso API error');
throw new Error(`Documenso API error: ${res.status}`);
}
return res.json();
}
// Documenso 2.x renamed top-level `id` → `documentId` and recipient `id` →
// `recipientId`; v1.13 still uses `id`. Normalize both shapes to the legacy
// `id` form that this codebase consumes everywhere downstream.
function normalizeDocument(raw: unknown): DocumensoDocument {
const r = (raw ?? {}) as Record<string, unknown>;
const id = String(r.documentId ?? r.id ?? '');
const status = String(r.status ?? 'PENDING');
const recipientsRaw = (r.recipients as Array<Record<string, unknown>> | undefined) ?? [];
const recipients = recipientsRaw.map((rec) => ({
id: String(rec.recipientId ?? rec.id ?? ''),
name: String(rec.name ?? ''),
email: String(rec.email ?? ''),
role: String(rec.role ?? ''),
signingOrder: Number(rec.signingOrder ?? 0),
status: String(rec.signingStatus ?? rec.status ?? 'PENDING'),
signingUrl: typeof rec.signingUrl === 'string' ? rec.signingUrl : undefined,
embeddedUrl: typeof rec.embeddedUrl === 'string' ? rec.embeddedUrl : undefined,
}));
return { id, status, recipients };
}
export interface DocumensoRecipient {
name: string;
email: string;
role: string;
signingOrder: number;
}
export interface DocumensoDocument {
id: string;
status: string;
recipients: Array<{
id: string;
name: string;
email: string;
role: string;
signingOrder: number;
status: string;
signingUrl?: string;
embeddedUrl?: string;
}>;
}
export async function createDocument(
title: string,
pdfBase64: string,
recipients: DocumensoRecipient[],
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,
): Promise<DocumensoDocument> {
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
return documensoFetch(
'/api/v1/documents',
{
method: 'POST',
body: JSON.stringify({ title, document: pdfBase64, recipients }),
},
portId,
).then(normalizeDocument);
}
export async function generateDocumentFromTemplate(
templateId: number,
payload: Record<string, unknown>,
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,
): Promise<DocumensoDocument> {
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
return documensoFetch(
`/api/v1/templates/${templateId}/generate-document`,
{
method: 'POST',
body: JSON.stringify(payload),
},
portId,
).then(normalizeDocument);
}
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 async function sendDocument(docId: string, portId?: string): Promise<DocumensoDocument> {
return documensoFetch(
`/api/v1/documents/${docId}/send`,
{
method: 'POST',
},
portId,
).then(normalizeDocument);
}
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
export async function getDocument(docId: string, portId?: string): Promise<DocumensoDocument> {
return documensoFetch(`/api/v1/documents/${docId}`, undefined, portId).then(normalizeDocument);
}
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 async function sendReminder(
docId: string,
signerId: string,
portId?: string,
): Promise<void> {
await documensoFetch(
`/api/v1/documents/${docId}/recipients/${signerId}/remind`,
{
method: 'POST',
},
portId,
);
}
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 async function downloadSignedPdf(docId: string, portId?: string): Promise<Buffer> {
const { baseUrl, apiKey } = await resolveCreds(portId);
const res = await fetch(`${baseUrl}/api/v1/documents/${docId}/download`, {
headers: { Authorization: `Bearer ${apiKey}` },
});
if (!res.ok) {
const err = await res.text();
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
logger.error({ docId, status: res.status, err, portId }, 'Documenso download error');
throw new Error(`Documenso download error: ${res.status}`);
}
const arrayBuffer = await res.arrayBuffer();
return Buffer.from(arrayBuffer);
}
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
/** Convenience health-check used by the admin "Test connection" button. */
export async function checkDocumensoHealth(
portId?: string,
): Promise<{ ok: boolean; status?: number; error?: string }> {
try {
const { baseUrl, apiKey } = await resolveCreds(portId);
const res = await fetch(`${baseUrl}/api/v1/health`, {
headers: { Authorization: `Bearer ${apiKey}` },
});
return { ok: res.ok, status: res.status };
} catch (err) {
return { ok: false, error: err instanceof Error ? err.message : 'Unknown error' };
}
}
// ─── Version-aware abstractions (Phase A PR2) ─────────────────────────────────
//
// Documenso v1.13 and v2.x diverge on field placement and document deletion:
//
// v1.13: per-field POST /api/v1/documents/{id}/fields with PIXEL coords;
// DELETE /api/v1/documents/{id} for void.
// v2.x: bulk POST /api/v2/envelope/field/create-many with PERCENT
// coords (0-100) and rich `fieldMeta`;
// DELETE /api/v2/envelope/{id} for void.
//
// Callers always work in PERCENT (0-100). For v1 the abstraction multiplies by
// the page dimensions returned by Documenso (cached per docId for the lifetime
// of the process — fields for a given doc usually go in a single batch).
export type DocumensoFieldType = 'SIGNATURE' | 'INITIALS' | 'DATE' | 'TEXT' | 'EMAIL';
export interface DocumensoFieldPlacement {
/** Documenso recipient id; v1 expects number, v2 string — coerced internally. */
recipientId: number | string;
type: DocumensoFieldType;
pageNumber: number;
/** All four are 0-100 percent of page dimensions. */
pageX: number;
pageY: number;
pageWidth: number;
pageHeight: number;
/** Optional v2 fieldMeta — passed through verbatim, ignored on v1. */
fieldMeta?: Record<string, unknown>;
}
export interface DocumensoPageDimensions {
width: number;
height: number;
}
const DEFAULT_PAGE_DIMENSIONS: DocumensoPageDimensions = { width: 595, height: 842 }; // A4 pt
const pageDimensionCache = new Map<string, DocumensoPageDimensions>();
/** Test seam — clears the page-dimension memoization. */
export function __resetDocumensoCachesForTests(): void {
pageDimensionCache.clear();
}
async function getPageDimensions(docId: string, portId?: string): Promise<DocumensoPageDimensions> {
const cached = pageDimensionCache.get(docId);
if (cached) return cached;
// v1 doesn't expose page dimensions cleanly via the public API; the auto-
// placement use case is footer-anchored signature fields, where a default A4
// page rendered by Documenso is a safe assumption. Real page dims can be
// wired in a follow-up by parsing the document/document-data endpoints.
void portId;
pageDimensionCache.set(docId, DEFAULT_PAGE_DIMENSIONS);
return DEFAULT_PAGE_DIMENSIONS;
}
/**
* Place one or more fields on a Documenso document. Coordinates are PERCENT
* (0-100) and converted to pixels for v1 internally.
*
* v1: dispatches one POST per field (no bulk endpoint).
* v2: single bulk POST.
*/
export async function placeFields(
docId: string,
fields: DocumensoFieldPlacement[],
portId?: string,
): Promise<void> {
if (fields.length === 0) return;
const { baseUrl, apiKey, apiVersion } = await resolveCreds(portId);
if (apiVersion === 'v2') {
const v2Fields = fields.map((f) => ({
recipientId: String(f.recipientId),
type: f.type,
pageNumber: f.pageNumber,
positionX: f.pageX,
positionY: f.pageY,
width: f.pageWidth,
height: f.pageHeight,
...(f.fieldMeta ? { fieldMeta: f.fieldMeta } : {}),
}));
// Note: v2 endpoint shape (envelopeId/recipientId types) must be
// confirmed against a live Documenso 2.x instance — see PR11 realapi
// suite. Spec risk register flags this drift as the top v2 risk.
const res = await fetch(`${baseUrl}/api/v2/envelope/field/create-many`, {
method: 'POST',
headers: {
Authorization: `Bearer ${apiKey}`,
'Content-Type': 'application/json',
},
body: JSON.stringify({ envelopeId: docId, fields: v2Fields }),
});
if (!res.ok) {
const err = await res.text();
logger.error({ docId, status: res.status, err, portId }, 'Documenso v2 placeFields error');
throw new Error(`Documenso v2 placeFields error: ${res.status}`);
}
return;
}
const dims = await getPageDimensions(docId, portId);
for (const f of fields) {
const body = {
recipientId: typeof f.recipientId === 'string' ? Number(f.recipientId) : f.recipientId,
type: f.type,
pageNumber: f.pageNumber,
pageX: Math.round((f.pageX / 100) * dims.width),
pageY: Math.round((f.pageY / 100) * dims.height),
pageWidth: Math.round((f.pageWidth / 100) * dims.width),
pageHeight: Math.round((f.pageHeight / 100) * dims.height),
};
const res = await fetch(`${baseUrl}/api/v1/documents/${docId}/fields`, {
method: 'POST',
headers: {
Authorization: `Bearer ${apiKey}`,
'Content-Type': 'application/json',
},
body: JSON.stringify(body),
});
if (!res.ok) {
const err = await res.text();
logger.error({ docId, status: res.status, err, portId }, 'Documenso v1 placeField error');
throw new Error(`Documenso v1 placeField error: ${res.status}`);
}
}
}
/**
* Auto-position one SIGNATURE field per recipient at the last-page footer,
* staggered horizontally so multiple signers don't overlap. Used by the
* upload-path wizard admins can refine in Documenso afterwards.
*
* Layout (percent of page):
* y = 88 (footer band)
* height = 6
* width = min(20, 80 / N)
* x = i * (80/N) + (40 - 80/N * N / 2) (centered row)
*/
export async function placeDefaultSignatureFields(
docId: string,
recipients: Array<{ id: number | string; pageNumber: number }>,
portId?: string,
): Promise<void> {
if (recipients.length === 0) return;
const fields: DocumensoFieldPlacement[] = computeDefaultSignatureLayout(recipients);
await placeFields(docId, fields, portId);
}
/** Pure function exported for unit testing layout math. */
export function computeDefaultSignatureLayout(
recipients: Array<{ id: number | string; pageNumber: number }>,
): DocumensoFieldPlacement[] {
const n = recipients.length;
if (n === 0) return [];
const slot = Math.min(20, 80 / n); // percent width per signer
const rowWidth = slot * n;
const startX = 50 - rowWidth / 2;
return recipients.map((r, i) => ({
recipientId: r.id,
type: 'SIGNATURE',
pageNumber: r.pageNumber,
pageX: Math.max(0, startX + i * slot),
pageY: 88,
pageWidth: slot,
pageHeight: 6,
}));
}
/**
* Void/cancel a Documenso document.
*
* v1: DELETE /api/v1/documents/{id}
* v2: DELETE /api/v2/envelope/{id}
*
* Idempotent on 404 (already gone) logs and resolves.
*/
export async function voidDocument(docId: string, portId?: string): Promise<void> {
const { baseUrl, apiKey, apiVersion } = await resolveCreds(portId);
const path = apiVersion === 'v2' ? `/api/v2/envelope/${docId}` : `/api/v1/documents/${docId}`;
const res = await fetch(`${baseUrl}${path}`, {
method: 'DELETE',
headers: { Authorization: `Bearer ${apiKey}` },
});
if (res.status === 404) {
logger.warn({ docId, portId }, 'Documenso voidDocument: already deleted');
return;
}
if (!res.ok) {
const err = await res.text();
logger.error({ docId, status: res.status, err, portId }, 'Documenso voidDocument error');
throw new Error(`Documenso voidDocument error: ${res.status}`);
}
}