feat(admin): per-port email/Documenso/branding/reminder settings + invitations
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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>
This commit is contained in:
Matt Ciaccio
2026-04-27 23:21:54 +02:00
parent f2c57c513e
commit 4877b97f27
22 changed files with 1937 additions and 43 deletions

View File

@@ -1,7 +1,8 @@
import { and, eq, gt, isNull } from 'drizzle-orm';
import { and, desc, eq, gt, isNull } from 'drizzle-orm';
import postgres from 'postgres';
import { auth } from '@/lib/auth';
import { createAuditLog } from '@/lib/audit';
import { db } from '@/lib/db';
import { crmUserInvites } from '@/lib/db/schema/crm-invites';
import { userProfiles } from '@/lib/db/schema/users';
@@ -11,6 +12,13 @@ import { crmInviteEmail } from '@/lib/email/templates/crm-invite';
import { ConflictError, NotFoundError, ValidationError } from '@/lib/errors';
import { hashToken, mintToken } from '@/lib/portal/passwords';
interface AuditMeta {
userId: string;
portId: string;
ipAddress: string;
userAgent: string;
}
const INVITE_TTL_HOURS = 72;
const MIN_PASSWORD_LENGTH = 9;
@@ -116,3 +124,111 @@ export async function consumeCrmInvite(args: {
return { userId, email: invite.email };
}
// ─── Admin operations ────────────────────────────────────────────────────────
export interface InviteRow {
id: string;
email: string;
name: string | null;
isSuperAdmin: boolean;
expiresAt: Date;
usedAt: Date | null;
createdAt: Date;
status: 'pending' | 'accepted' | 'expired';
}
export async function listCrmInvites(): Promise<InviteRow[]> {
const rows = await db
.select({
id: crmUserInvites.id,
email: crmUserInvites.email,
name: crmUserInvites.name,
isSuperAdmin: crmUserInvites.isSuperAdmin,
expiresAt: crmUserInvites.expiresAt,
usedAt: crmUserInvites.usedAt,
createdAt: crmUserInvites.createdAt,
})
.from(crmUserInvites)
.orderBy(desc(crmUserInvites.createdAt))
.limit(200);
const now = Date.now();
return rows.map((r) => {
let status: InviteRow['status'];
if (r.usedAt) status = 'accepted';
else if (r.expiresAt.getTime() < now) status = 'expired';
else status = 'pending';
return { ...r, status };
});
}
export async function revokeCrmInvite(inviteId: string, meta: AuditMeta): Promise<void> {
const invite = await db.query.crmUserInvites.findFirst({
where: eq(crmUserInvites.id, inviteId),
});
if (!invite) throw new NotFoundError('Invite');
if (invite.usedAt) throw new ConflictError('Invite already accepted — cannot revoke');
// Force expiration; tokenHash stays in place so any in-flight click fails
// the `expiresAt > now` check at consume time.
await db
.update(crmUserInvites)
.set({ expiresAt: new Date(0) })
.where(eq(crmUserInvites.id, inviteId));
void createAuditLog({
userId: meta.userId,
portId: meta.portId,
action: 'revoke_invite',
entityType: 'crm_invite',
entityId: inviteId,
metadata: { email: invite.email },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
}
export async function resendCrmInvite(
inviteId: string,
meta: AuditMeta,
): Promise<{ link: string }> {
const invite = await db.query.crmUserInvites.findFirst({
where: eq(crmUserInvites.id, inviteId),
});
if (!invite) throw new NotFoundError('Invite');
if (invite.usedAt) throw new ConflictError('Invite already accepted — nothing to resend');
// Mint a fresh token + push expiry forward so the resent link is the only
// working one. The old token hash is overwritten so prior emails become
// dead links.
const { raw, hash } = mintToken();
const expiresAt = new Date(Date.now() + INVITE_TTL_HOURS * 3600 * 1000);
await db
.update(crmUserInvites)
.set({ tokenHash: hash, expiresAt })
.where(eq(crmUserInvites.id, inviteId));
const link = `${env.APP_URL}/set-password?token=${raw}`;
const { subject, html, text } = crmInviteEmail({
link,
ttlHours: INVITE_TTL_HOURS,
recipientName: invite.name ?? undefined,
isSuperAdmin: invite.isSuperAdmin,
});
await sendEmail(invite.email, subject, html, undefined, text);
void createAuditLog({
userId: meta.userId,
portId: meta.portId,
action: 'resend_invite',
entityType: 'crm_invite',
entityId: inviteId,
metadata: { email: invite.email },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
return { link };
}