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

@@ -1,14 +1,28 @@
import { env } from '@/lib/env';
import { logger } from '@/lib/logger';
import { getPortDocumensoConfig } from '@/lib/services/port-config';
const BASE_URL = env.DOCUMENSO_API_URL;
const API_KEY = env.DOCUMENSO_API_KEY;
interface DocumensoCreds {
baseUrl: string;
apiKey: string;
}
async function documensoFetch(path: string, options?: RequestInit): Promise<unknown> {
const res = await fetch(`${BASE_URL}${path}`, {
async function resolveCreds(portId?: string): Promise<DocumensoCreds> {
if (!portId) return { baseUrl: env.DOCUMENSO_API_URL, apiKey: env.DOCUMENSO_API_KEY };
const cfg = await getPortDocumensoConfig(portId);
return { baseUrl: cfg.apiUrl, apiKey: cfg.apiKey };
}
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: {
Authorization: `Bearer ${API_KEY}`,
Authorization: `Bearer ${apiKey}`,
'Content-Type': 'application/json',
...options?.headers,
},
@@ -16,7 +30,7 @@ async function documensoFetch(path: string, options?: RequestInit): Promise<unkn
if (!res.ok) {
const err = await res.text();
logger.error({ path, status: res.status, err }, 'Documenso API error');
logger.error({ path, status: res.status, err, portId }, 'Documenso API error');
throw new Error(`Documenso API error: ${res.status}`);
}
@@ -70,50 +84,88 @@ export async function createDocument(
title: string,
pdfBase64: string,
recipients: DocumensoRecipient[],
portId?: string,
): Promise<DocumensoDocument> {
return documensoFetch('/api/v1/documents', {
method: 'POST',
body: JSON.stringify({ title, document: pdfBase64, recipients }),
}).then(normalizeDocument);
return documensoFetch(
'/api/v1/documents',
{
method: 'POST',
body: JSON.stringify({ title, document: pdfBase64, recipients }),
},
portId,
).then(normalizeDocument);
}
export async function generateDocumentFromTemplate(
templateId: number,
payload: Record<string, unknown>,
portId?: string,
): Promise<DocumensoDocument> {
return documensoFetch(`/api/v1/templates/${templateId}/generate-document`, {
method: 'POST',
body: JSON.stringify(payload),
}).then(normalizeDocument);
return documensoFetch(
`/api/v1/templates/${templateId}/generate-document`,
{
method: 'POST',
body: JSON.stringify(payload),
},
portId,
).then(normalizeDocument);
}
export async function sendDocument(docId: string): Promise<DocumensoDocument> {
return documensoFetch(`/api/v1/documents/${docId}/send`, {
method: 'POST',
}).then(normalizeDocument);
export async function sendDocument(docId: string, portId?: string): Promise<DocumensoDocument> {
return documensoFetch(
`/api/v1/documents/${docId}/send`,
{
method: 'POST',
},
portId,
).then(normalizeDocument);
}
export async function getDocument(docId: string): Promise<DocumensoDocument> {
return documensoFetch(`/api/v1/documents/${docId}`).then(normalizeDocument);
export async function getDocument(docId: string, portId?: string): Promise<DocumensoDocument> {
return documensoFetch(`/api/v1/documents/${docId}`, undefined, portId).then(normalizeDocument);
}
export async function sendReminder(docId: string, signerId: string): Promise<void> {
await documensoFetch(`/api/v1/documents/${docId}/recipients/${signerId}/remind`, {
method: 'POST',
});
export async function sendReminder(
docId: string,
signerId: string,
portId?: string,
): Promise<void> {
await documensoFetch(
`/api/v1/documents/${docId}/recipients/${signerId}/remind`,
{
method: 'POST',
},
portId,
);
}
export async function downloadSignedPdf(docId: string): Promise<Buffer> {
const res = await fetch(`${BASE_URL}/api/v1/documents/${docId}/download`, {
headers: { Authorization: `Bearer ${API_KEY}` },
export async function downloadSignedPdf(docId: string, portId?: string): Promise<Buffer> {
const { baseUrl, apiKey } = await resolveCreds(portId);
const res = await fetch(`${baseUrl}/api/v1/documents/${docId}/download`, {
headers: { Authorization: `Bearer ${apiKey}` },
});
if (!res.ok) {
const err = await res.text();
logger.error({ docId, status: res.status, err }, 'Documenso download error');
logger.error({ docId, status: res.status, err, portId }, 'Documenso download error');
throw new Error(`Documenso download error: ${res.status}`);
}
const arrayBuffer = await res.arrayBuffer();
return Buffer.from(arrayBuffer);
}
/** Convenience health-check used by the admin "Test connection" button. */
export async function checkDocumensoHealth(
portId?: string,
): Promise<{ ok: boolean; status?: number; error?: string }> {
try {
const { baseUrl, apiKey } = await resolveCreds(portId);
const res = await fetch(`${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' };
}
}