feat(uat-batch): Groups F + G + H — DocsHub/signing + admin consolidation + email
F27–F29, G30, G31, H32, H33 from the 2026-05-21 plan.
Shipped now:
F28 Past-milestones expandable history. The Past strip on the
Interest overview becomes an <Accordion> — each row collapses
to the same one-line summary as before, expands to render the
full <MilestoneSection> (steps list, sub-status, inline doc
actions). Reuses the existing MilestoneSection so no new
per-milestone rendering needs to be maintained.
F29 Watchers configurable at document creation time. The unified
create-document wizard gets a Watchers section with a
multi-select checkbox list backed by /api/v1/admin/users/picker.
Selected user ids are sent in the `watchers` array on the POST
(replacing the prior hardcoded `[]`). UI matches the
post-creation WatchersCard so reps see the same identity rows
regardless of entry point.
G30 /admin/invitations merged into /admin/users. The Users page
now wraps the existing UserList + InvitationsManager in a
Tabs control (Active users / Invitations). The standalone
/admin/invitations route returns a redirect to the merged page
for bookmark back-compat. Removed nav catalog entry +
admin-sections-browser tile; extended the Users catalog
keywords with "invitations / pending invites / onboarding"
so command-K search still lands on the right surface.
G31 /admin/ai picks up the berth-PDF-parser section + a "planned
AI surfaces" placeholder. Berth PDF parser remains
env-configured today; the page now documents it so admins
don't hunt for the controls. Closes the "where do I configure
AI?" loop.
H32 Email settings explainer panel above the SMTP cards. Spells
out why noreply + sales have separate credentials and which
workflows ship from each mailbox. Existing field titles
gained the "(noreply)" suffix so the model maps cleanly.
H33 Supplemental-info-request email rebuilt to use the shared
branded shell (logo + blurred overhead background + max-
width 600 table layout) instead of the prior plain-HTML
page. Per-port branding (logo / primary color / background /
header / footer) flows from getPortBrandingConfig. CTA
button picks up the port's primary color.
Already shipped (verified pre-shipped):
F27 DocumentsHub root view already hides the breadcrumb via
`selectedFolderId !== undefined` conditional.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -1,4 +1,4 @@
|
||||
import { Bot } from 'lucide-react';
|
||||
import { Bot, FileScan, Lightbulb } from 'lucide-react';
|
||||
|
||||
import { RegistryDrivenForm } from '@/components/admin/shared/registry-driven-form';
|
||||
import { PageHeader } from '@/components/shared/page-header';
|
||||
@@ -10,7 +10,7 @@ export default function AiAdminPage() {
|
||||
<div className="space-y-6">
|
||||
<PageHeader
|
||||
title="AI configuration"
|
||||
description="One place to manage every AI-using feature. Provider credentials and the master AI switch live here; per-feature thresholds remain in their dedicated pages, linked below."
|
||||
description="One place to manage every AI-using feature. Provider credentials and the master AI switch live here; per-feature thresholds are embedded below."
|
||||
eyebrow="ADMIN"
|
||||
/>
|
||||
|
||||
@@ -40,6 +40,46 @@ export default function AiAdminPage() {
|
||||
<OcrSettingsForm embedded />
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
{/*
|
||||
Berth-PDF parser AI fallback — currently configured via the
|
||||
BERTH_PDF_PARSER_* env vars. No per-port override surface today;
|
||||
when one is added, it lands here so admins don't have to hunt.
|
||||
*/}
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle className="text-base flex items-center gap-2">
|
||||
<FileScan className="h-4 w-4" /> Berth PDF parser
|
||||
</CardTitle>
|
||||
<CardDescription>
|
||||
3-tier extraction (AcroForm → on-device OCR → AI fallback on low confidence) for
|
||||
per-berth PDFs and brochures. Provider + confidence threshold are env-controlled today
|
||||
(BERTH_PDF_PARSER_PROVIDER, BERTH_PDF_PARSER_CONFIDENCE_FLOOR); a per-port override UI
|
||||
lands in a follow-up. The master switch above gates the AI tier across every port.
|
||||
</CardDescription>
|
||||
</CardHeader>
|
||||
</Card>
|
||||
|
||||
{/*
|
||||
Future AI surfaces. Each gets a section here once it ships:
|
||||
- Recommender embeddings (currently rule-based, not LLM-based)
|
||||
- Contact-log action extraction (deferred — needs user demand)
|
||||
- Inquiry-form auto-classification (deferred)
|
||||
Listing them inert here closes the "where do I configure AI?"
|
||||
loop — admins land on /admin/ai and see the full landscape.
|
||||
*/}
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle className="text-base flex items-center gap-2 text-muted-foreground">
|
||||
<Lightbulb className="h-4 w-4" /> Planned AI surfaces
|
||||
</CardTitle>
|
||||
<CardDescription>
|
||||
Recommender embeddings, contact-log action extraction, and inquiry-form auto-
|
||||
classification are queued. They will surface as additional sections on this page when
|
||||
shipped, with no scattered admin entries to hunt down.
|
||||
</CardDescription>
|
||||
</CardHeader>
|
||||
</Card>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -1,3 +1,5 @@
|
||||
import { Info } from 'lucide-react';
|
||||
|
||||
import { PageHeader } from '@/components/shared/page-header';
|
||||
import { RegistryDrivenForm } from '@/components/admin/shared/registry-driven-form';
|
||||
import { SalesEmailConfigCard } from '@/components/admin/sales-email-config-card';
|
||||
@@ -11,18 +13,43 @@ export default function EmailSettingsPage() {
|
||||
title="Email Settings"
|
||||
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."
|
||||
/>
|
||||
|
||||
{/* Explainer for the "two accounts" model — addresses the recurring
|
||||
UAT question "why are there separate SMTP credentials for sales
|
||||
and noreply?". Keeps the answer in front of the admin before
|
||||
they reach the per-card form below. */}
|
||||
<div className="rounded-md border border-border bg-muted/40 px-4 py-3 text-sm">
|
||||
<div className="flex items-start gap-2">
|
||||
<Info className="mt-0.5 size-4 shrink-0 text-muted-foreground" aria-hidden />
|
||||
<div className="space-y-1 text-muted-foreground">
|
||||
<p>
|
||||
<strong className="text-foreground">Why two accounts?</strong> Transactional emails
|
||||
(signing invites, notifications, password resets) ship from your noreply mailbox over
|
||||
the SMTP credentials below. Rep-authored sales emails (one-off messages, proposal
|
||||
sends) ship from the sales mailbox with separate credentials so replies land in a
|
||||
human-monitored inbox.
|
||||
</p>
|
||||
<p>
|
||||
The noreply credentials are also used by the supplemental-info workflow + portal
|
||||
activation, i.e. anywhere the platform sends on its own initiative. The sales
|
||||
credentials are only used when a rep clicks Send in the compose UI.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* 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']}
|
||||
title="From address"
|
||||
description="Identity headers used by system-generated emails."
|
||||
title="From address (noreply)"
|
||||
description="Identity headers used by system-generated emails. Set the From + Reply-To here; the matching SMTP credentials live in the next card."
|
||||
/>
|
||||
<RegistryDrivenForm
|
||||
sections={['email.smtp']}
|
||||
title="SMTP transport overrides"
|
||||
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."
|
||||
title="SMTP transport overrides (noreply)"
|
||||
description="Optional per-port SMTP credentials for the noreply mailbox. 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."
|
||||
/>
|
||||
<SmtpTestSendCard />
|
||||
<SalesEmailConfigCard />
|
||||
|
||||
@@ -1,14 +1,15 @@
|
||||
import { InvitationsManager } from '@/components/admin/invitations/invitations-manager';
|
||||
import { PageHeader } from '@/components/shared/page-header';
|
||||
import { redirect } from 'next/navigation';
|
||||
|
||||
export default function InvitationsPage() {
|
||||
return (
|
||||
<div className="space-y-6">
|
||||
<PageHeader
|
||||
title="Invitations"
|
||||
description="Send a single-use invitation to a new CRM user. The recipient sets their own password via the link in the email."
|
||||
/>
|
||||
<InvitationsManager />
|
||||
</div>
|
||||
);
|
||||
/**
|
||||
* 2026-05-21: /admin/invitations was merged into /admin/users (Users +
|
||||
* Invitations tabs on a single page). This stub keeps old bookmarks +
|
||||
* external links working by redirecting to the canonical destination.
|
||||
*/
|
||||
export default async function InvitationsRedirectPage({
|
||||
params,
|
||||
}: {
|
||||
params: Promise<{ portSlug: string }>;
|
||||
}) {
|
||||
const { portSlug } = await params;
|
||||
redirect(`/${portSlug}/admin/users`);
|
||||
}
|
||||
|
||||
@@ -1,5 +1,34 @@
|
||||
import { InvitationsManager } from '@/components/admin/invitations/invitations-manager';
|
||||
import { UserList } from '@/components/admin/users/user-list';
|
||||
import { PageHeader } from '@/components/shared/page-header';
|
||||
import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
|
||||
|
||||
/**
|
||||
* "People with access" surface — covers BOTH currently-active CRM users
|
||||
* and pending invitations. Previously these lived on separate routes
|
||||
* (/admin/users + /admin/invitations); merged 2026-05-21 so admins land
|
||||
* on one page and tab between states. The standalone /admin/invitations
|
||||
* route now redirects here for back-compat with bookmarks.
|
||||
*/
|
||||
export default function UserManagementPage() {
|
||||
return <UserList />;
|
||||
return (
|
||||
<div className="space-y-6">
|
||||
<PageHeader
|
||||
title="Users"
|
||||
description="Active CRM users and pending invitations. Switch tabs to manage invitations."
|
||||
/>
|
||||
<Tabs defaultValue="active" className="space-y-4">
|
||||
<TabsList>
|
||||
<TabsTrigger value="active">Active users</TabsTrigger>
|
||||
<TabsTrigger value="invitations">Invitations</TabsTrigger>
|
||||
</TabsList>
|
||||
<TabsContent value="active">
|
||||
<UserList />
|
||||
</TabsContent>
|
||||
<TabsContent value="invitations">
|
||||
<InvitationsManager />
|
||||
</TabsContent>
|
||||
</Tabs>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -9,7 +9,8 @@ import {
|
||||
} from '@/lib/services/supplemental-forms.service';
|
||||
import { sendEmail } from '@/lib/email';
|
||||
import { env } from '@/lib/env';
|
||||
import { getPortEmailConfig } from '@/lib/services/port-config';
|
||||
import { getPortBrandingConfig, getPortEmailConfig } from '@/lib/services/port-config';
|
||||
import { brandingPrimaryColor, renderShell } from '@/lib/email/shell';
|
||||
|
||||
/**
|
||||
* POST /api/v1/interests/[id]/supplemental-info-request
|
||||
@@ -82,22 +83,56 @@ export const POST = withAuth(
|
||||
// `sendEmail` body flag.
|
||||
const willSendEmail = resendTokenId ? true : shouldSendEmail;
|
||||
if (willSendEmail && result.clientEmail) {
|
||||
const html = `
|
||||
<p>Hello ${escapeHtml(result.clientName)},</p>
|
||||
<p>Before we draft your Expression of Interest, we need to confirm a few details.
|
||||
// Render through the shared branded shell (logo + blurred overhead
|
||||
// background + max-width 600 table layout) so the supplemental-
|
||||
// info email matches portal-activation / reset / login + the rest
|
||||
// of the branded surfaces. Per-port branding (logo, primary
|
||||
// color, background image, header/footer) flows from
|
||||
// system_settings via getPortBrandingConfig.
|
||||
const branding = await getPortBrandingConfig(ctx.portId);
|
||||
const accent = brandingPrimaryColor({
|
||||
logoUrl: branding.logoUrl,
|
||||
backgroundUrl: branding.emailBackgroundUrl,
|
||||
primaryColor: branding.primaryColor,
|
||||
emailHeaderHtml: branding.emailHeaderHtml,
|
||||
emailFooterHtml: branding.emailFooterHtml,
|
||||
});
|
||||
const body = `
|
||||
<h1 style="font-family:Arial,sans-serif;font-size:20px;font-weight:600;color:#0f172a;margin:0 0 16px;">
|
||||
One quick step before your EOI
|
||||
</h1>
|
||||
<p style="font-family:Arial,sans-serif;font-size:14px;line-height:1.55;color:#334155;margin:0 0 12px;">
|
||||
Hello ${escapeHtml(result.clientName)},
|
||||
</p>
|
||||
<p style="font-family:Arial,sans-serif;font-size:14px;line-height:1.55;color:#334155;margin:0 0 16px;">
|
||||
Before we draft your Expression of Interest, we need to confirm a few details.
|
||||
The form below is pre-filled with what we have on file — please review, correct
|
||||
anything that's wrong, and add what's missing.</p>
|
||||
<p style="text-align:center;margin:24px 0">
|
||||
anything that's wrong, and add what's missing.
|
||||
</p>
|
||||
<p style="text-align:center;margin:24px 0;">
|
||||
<a href="${link}"
|
||||
style="background:#1e3a8a;color:#fff;text-decoration:none;padding:12px 24px;border-radius:6px;display:inline-block">
|
||||
style="display:inline-block;background:${accent};color:#ffffff;text-decoration:none;padding:12px 24px;border-radius:6px;font-family:Arial,sans-serif;font-size:14px;font-weight:600;">
|
||||
Open the form
|
||||
</a>
|
||||
</p>
|
||||
<p style="color:#64748b;font-size:12px">
|
||||
<p style="font-family:Arial,sans-serif;font-size:12px;color:#64748b;margin:0 0 4px;">
|
||||
This link expires on ${result.expiresAt.toUTCString()}.
|
||||
If you didn't expect this email, please let us know.
|
||||
</p>
|
||||
<p style="font-family:Arial,sans-serif;font-size:12px;color:#64748b;margin:0;">
|
||||
If you didn't expect this email, please let us know.
|
||||
</p>
|
||||
`;
|
||||
const html = renderShell({
|
||||
title: 'Please complete a few details before we draft your EOI',
|
||||
body,
|
||||
branding: {
|
||||
logoUrl: branding.logoUrl,
|
||||
backgroundUrl: branding.emailBackgroundUrl,
|
||||
primaryColor: branding.primaryColor,
|
||||
emailHeaderHtml: branding.emailHeaderHtml,
|
||||
emailFooterHtml: branding.emailFooterHtml,
|
||||
},
|
||||
});
|
||||
await sendEmail(
|
||||
result.clientEmail,
|
||||
'Please complete a few details before we draft your EOI',
|
||||
|
||||
Reference in New Issue
Block a user