Files
pn-new-crm/src/components/notifications/reminder-digest-form.tsx

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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
'use client';
import { useState } from 'react';
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 { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { Loader2 } from 'lucide-react';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { apiFetch } from '@/lib/api/client';
import { toastError } from '@/lib/api/toast-error';
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 ReminderPrefs {
delivery: 'immediate' | 'daily' | 'weekly' | 'off';
digestTime?: string;
digestDayOfWeek?: number;
timezone?: string;
}
interface UserPrefsResponse {
reminders?: ReminderPrefs;
timezone?: string;
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
portReminderDigestEnabled?: boolean;
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 DAYS = [
{ value: '0', label: 'Sunday' },
{ value: '1', label: 'Monday' },
{ value: '2', label: 'Tuesday' },
{ value: '3', label: 'Wednesday' },
{ value: '4', label: 'Thursday' },
{ value: '5', label: 'Friday' },
{ value: '6', label: 'Saturday' },
];
export function ReminderDigestForm() {
const qc = useQueryClient();
const { data, isLoading } = useQuery<UserPrefsResponse>({
queryKey: ['user', 'preferences'],
queryFn: () =>
apiFetch<{ data: UserPrefsResponse }>('/api/v1/users/me/preferences').then((r) => r.data),
});
// Key-based remount: the body is keyed on the loaded payload signature
// so the useState initializers re-run when the server data first lands
// or genuinely changes. Replaces the prior useEffect(setState) sync.
if (isLoading || !data) {
return <ReminderDigestFormBody key="loading" data={data} isLoading={isLoading} qc={qc} />;
}
const r = data.reminders ?? null;
const signature = `${r?.delivery ?? ''}|${r?.digestTime ?? ''}|${r?.digestDayOfWeek ?? ''}|${r?.timezone ?? data.timezone ?? ''}`;
return <ReminderDigestFormBody key={signature} data={data} isLoading={false} qc={qc} />;
}
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 ReminderDigestFormBody({
data,
isLoading,
qc,
}: {
data: UserPrefsResponse | undefined;
isLoading: boolean;
qc: ReturnType<typeof useQueryClient>;
}) {
const r = data?.reminders;
const [delivery, setDelivery] = useState<ReminderPrefs['delivery']>(r?.delivery ?? 'immediate');
const [digestTime, setDigestTime] = useState(r?.digestTime ?? '09:00');
const [digestDay, setDigestDay] = useState(String(r?.digestDayOfWeek ?? 1));
const [timezone, setTimezone] = useState(r?.timezone ?? data?.timezone ?? 'Europe/Warsaw');
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 mutation = useMutation({
mutationFn: () =>
apiFetch('/api/v1/users/me/preferences', {
method: 'PATCH',
body: {
reminders: {
delivery,
...(delivery !== 'immediate' && delivery !== 'off' ? { digestTime, timezone } : {}),
...(delivery === 'weekly' ? { digestDayOfWeek: Number(digestDay) } : {}),
},
},
}),
onSuccess: () => {
toast.success('Reminder preferences saved');
qc.invalidateQueries({ queryKey: ['user', 'preferences'] });
},
onError: (err) => toastError(err),
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
});
if (isLoading) {
return (
<Card>
<CardContent className="py-6 text-sm text-muted-foreground">
<Loader2 className="mr-2 inline h-4 w-4 animate-spin" />
Loading
</CardContent>
</Card>
);
}
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
if (!data?.portReminderDigestEnabled) {
return null;
}
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 (
<Card>
<CardHeader>
<CardTitle>Reminder digest</CardTitle>
<CardDescription>
Choose how reminder notifications are delivered to you. Immediate fires as soon as a
reminder triggers; daily/weekly batch them into a digest at the time you pick.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
<div className="space-y-1">
<Label>Delivery</Label>
<Select
value={delivery}
onValueChange={(v) => setDelivery(v as ReminderPrefs['delivery'])}
>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="immediate">Immediate (default)</SelectItem>
<SelectItem value="daily">Daily digest</SelectItem>
<SelectItem value="weekly">Weekly digest</SelectItem>
<SelectItem value="off">Off (do not send)</SelectItem>
</SelectContent>
</Select>
</div>
{(delivery === 'daily' || delivery === 'weekly') && (
<div className="grid grid-cols-2 gap-3">
<div className="space-y-1">
<Label>Delivery time (HH:MM)</Label>
<Input
value={digestTime}
onChange={(e) => setDigestTime(e.target.value)}
placeholder="09:00"
/>
</div>
{delivery === 'weekly' && (
<div className="space-y-1">
<Label>Day of week</Label>
<Select value={digestDay} onValueChange={setDigestDay}>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
{DAYS.map((d) => (
<SelectItem key={d.value} value={d.value}>
{d.label}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
)}
<div className="space-y-1 col-span-2">
<Label>Timezone (IANA)</Label>
<Input
value={timezone}
onChange={(e) => setTimezone(e.target.value)}
placeholder="Europe/Warsaw"
/>
</div>
</div>
)}
<div className="flex justify-end">
<Button onClick={() => mutation.mutate()} disabled={mutation.isPending}>
{mutation.isPending && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
Save digest preferences
</Button>
</div>
</CardContent>
</Card>
);
}