feat(emails): sales send-out flows + brochures + email-from settings

Phase 7 of the berth-recommender refactor (plan §3.3, §4.8, §4.9, §5.7,
§5.8, §5.9, §11.1, §14.7, §14.9). Adds the rep-driven send-out path for
per-berth PDFs and port-wide brochures, the per-port sales SMTP/IMAP
config + body templates, and the supporting admin UI.

Migration: 0031_brochures_and_document_sends.sql

Schema additions:
  - brochures (port-wide, with isDefault marker + archive)
  - brochure_versions (versioned uploads, storageKey per §4.7a)
  - document_sends (audit log of every rep-initiated send; failures
    captured with failedAt + errorReason). berthPdfVersionId is a plain
    text column (no FK) — loose-coupled to Phase 6b's berth_pdf_versions
    so the two phases stay independent.

§14.7 critical mitigations:
  - Body XSS: rep-authored markdown goes through renderEmailBody()
    (HTML-escape first, then a tight allowlist of bold/italic/code/link
    rules). https:// + mailto: only — javascript:/data: URLs stripped.
    Tested against script/img/iframe/svg/onerror polyglots.
  - Recipient typo: strict email regex + two-step confirm modal that
    shows the exact recipient before send.
  - Unresolved merge fields: pre-send dry-run /preview endpoint blocks
    submission until findUnresolvedTokens() returns empty.
  - SMTP failure: every transport rejection writes a document_sends row
    with failedAt + errorReason; UI surfaces the message.
  - Hourly per-user rate limit: 50 sends/user/hour via existing
    checkRateLimit().
  - Size threshold fallback (§11.1): files above
    email_attach_threshold_mb (default 15) ship as a 24h signed-URL
    download link in the body instead of an attachment. Storage stream
    flows directly to nodemailer to avoid buffering 20MB+.

§14.10 critical mitigation:
  - SMTP/IMAP passwords encrypted at rest via the existing
    EMAIL_CREDENTIAL_KEY (AES-256-GCM). The /api/v1/admin/email/
    sales-config GET endpoint never returns the decrypted value — only
    a *PassIsSet boolean. PATCH treats empty string as "leave unchanged"
    and explicit null as "clear", so the masked-placeholder UI round-
    trips without forcing re-entry on every save.

system_settings keys (per-port unless noted):
  - sales_from_address, sales_smtp_{host,port,secure,user,pass_encrypted}
  - sales_imap_{host,port,user,pass_encrypted}
  - sales_auth_method (default app_password)
  - noreply_from_address
  - email_template_send_berth_pdf_body, email_template_send_brochure_body
  - brochure_max_upload_mb (default 50)
  - email_attach_threshold_mb (default 15)

UI surfaces (per §5.7, §5.8, §5.9):
  - <SendDocumentDialog> shared 2-step compose+confirm flow.
  - <SendBerthPdfDialog>, <SendDocumentsDialog>, <SendFromInterestButton>
    wrappers per detail page.
  - /[portSlug]/admin/brochures: list, upload (direct-to-storage
    presigned PUT for the 20MB+ files per §11.1), default toggle,
    archive.
  - /[portSlug]/admin/email extended with <SalesEmailConfigCard>:
    SMTP + IMAP creds, body templates, threshold/max settings.

Storage: every upload + download goes through getStorageBackend() —
no direct minio imports, per Phase 6a contract.

Tests: 1145 vitest passing (+ 50 new in
markdown-email-sanitization.test.ts, document-sends-validators.test.ts,
sales-email-config-validators.test.ts).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-05 03:38:47 +02:00
parent 249ffe3e4a
commit a0091e4ca6
32 changed files with 15129 additions and 0 deletions

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'use client';
/**
* Brochures admin panel (Phase 7 §5.8).
*
* Lists every brochure for the port (including archived). Lets a
* `manage_settings` admin:
* - Create new brochures.
* - Upload a new version (direct-to-storage presigned PUT, see §11.1).
* - Mark default / archive.
*/
import { useState } from 'react';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { Archive, FileText, Loader2, Plus, Star, Upload } from 'lucide-react';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { Textarea } from '@/components/ui/textarea';
import { Switch } from '@/components/ui/switch';
import { apiFetch } from '@/lib/api/client';
interface BrochureRow {
id: string;
label: string;
description: string | null;
isDefault: boolean;
archivedAt: string | null;
versionCount: number;
currentVersion: {
id: string;
fileName: string;
fileSizeBytes: number;
uploadedAt: string;
} | null;
}
interface BrochuresResponse {
data: BrochureRow[];
}
interface UploadGrantResponse {
data: { storageKey: string; uploadUrl: string; method: 'PUT'; maxBytes: number };
}
export function BrochuresAdminPanel() {
const queryClient = useQueryClient();
const [createOpen, setCreateOpen] = useState(false);
const brochuresQuery = useQuery<BrochuresResponse>({
queryKey: ['brochures', 'admin'],
queryFn: () => apiFetch('/api/v1/admin/brochures'),
});
const rows = brochuresQuery.data?.data ?? [];
return (
<div className="space-y-4">
<div className="flex justify-end">
<Button onClick={() => setCreateOpen(true)}>
<Plus className="mr-2 h-4 w-4" /> New brochure
</Button>
</div>
{brochuresQuery.isLoading && (
<div className="flex items-center gap-2 text-sm text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" /> Loading
</div>
)}
{!brochuresQuery.isLoading && rows.length === 0 && (
<Card>
<CardContent className="py-8 text-center text-sm text-muted-foreground">
No brochures yet. Click &ldquo;New brochure&rdquo; to add one.
</CardContent>
</Card>
)}
<div className="space-y-3">
{rows.map((b) => (
<BrochureCard
key={b.id}
brochure={b}
onChange={() => {
void queryClient.invalidateQueries({ queryKey: ['brochures', 'admin'] });
void queryClient.invalidateQueries({ queryKey: ['brochures', 'list'] });
}}
/>
))}
</div>
<CreateBrochureDialog
open={createOpen}
onOpenChange={setCreateOpen}
onCreated={() => {
void queryClient.invalidateQueries({ queryKey: ['brochures', 'admin'] });
}}
/>
</div>
);
}
function BrochureCard({ brochure, onChange }: { brochure: BrochureRow; onChange: () => void }) {
const [uploading, setUploading] = useState(false);
const setDefaultMutation = useMutation({
mutationFn: () =>
apiFetch(`/api/v1/admin/brochures/${brochure.id}`, {
method: 'PATCH',
body: { isDefault: true },
}),
onSuccess: () => {
toast.success('Default brochure updated');
onChange();
},
});
const archiveMutation = useMutation({
mutationFn: () => apiFetch(`/api/v1/admin/brochures/${brochure.id}`, { method: 'DELETE' }),
onSuccess: () => {
toast.success('Brochure archived');
onChange();
},
});
async function handleUpload(file: File) {
setUploading(true);
try {
const grant: UploadGrantResponse = await apiFetch(
`/api/v1/admin/brochures/${brochure.id}/versions`,
);
if (file.size > grant.data.maxBytes) {
throw new Error(
`File is too large. Max is ${(grant.data.maxBytes / 1024 / 1024).toFixed(0)}MB.`,
);
}
// Direct-to-storage PUT (§11.1).
const putRes = await fetch(grant.data.uploadUrl, {
method: 'PUT',
body: file,
headers: { 'Content-Type': 'application/pdf' },
});
if (!putRes.ok) throw new Error(`Upload failed: ${putRes.status}`);
const sha = await sha256Hex(file);
await apiFetch(`/api/v1/admin/brochures/${brochure.id}/versions`, {
method: 'POST',
body: {
storageKey: grant.data.storageKey,
fileName: file.name,
fileSizeBytes: file.size,
contentSha256: sha,
},
});
toast.success('New version uploaded');
onChange();
} catch (err) {
toast.error(err instanceof Error ? err.message : 'Upload failed');
} finally {
setUploading(false);
}
}
return (
<Card className={brochure.archivedAt ? 'opacity-60' : ''}>
<CardHeader>
<CardTitle className="flex items-center justify-between text-base">
<span className="flex items-center gap-2">
<FileText className="h-4 w-4" /> {brochure.label}
{brochure.isDefault && (
<span className="flex items-center gap-1 rounded bg-primary/10 px-2 py-0.5 text-xs text-primary">
<Star className="h-3 w-3" /> default
</span>
)}
{brochure.archivedAt && (
<span className="rounded bg-muted px-2 py-0.5 text-xs text-muted-foreground">
archived
</span>
)}
</span>
<span className="text-xs text-muted-foreground">{brochure.versionCount} versions</span>
</CardTitle>
</CardHeader>
<CardContent className="space-y-2">
{brochure.description && (
<p className="text-sm text-muted-foreground">{brochure.description}</p>
)}
{brochure.currentVersion && (
<p className="text-xs text-muted-foreground">
Latest: {brochure.currentVersion.fileName} (
{(brochure.currentVersion.fileSizeBytes / 1024 / 1024).toFixed(2)} MB,{' '}
{new Date(brochure.currentVersion.uploadedAt).toLocaleDateString()})
</p>
)}
<div className="flex gap-2 pt-2">
{!brochure.archivedAt && (
<>
<label className="cursor-pointer">
<input
type="file"
accept="application/pdf"
className="hidden"
onChange={(e) => {
const file = e.target.files?.[0];
if (file) void handleUpload(file);
e.target.value = '';
}}
/>
<Button asChild variant="outline" size="sm" disabled={uploading}>
<span>
{uploading ? (
<Loader2 className="mr-2 h-3 w-3 animate-spin" />
) : (
<Upload className="mr-2 h-3 w-3" />
)}
Upload version
</span>
</Button>
</label>
{!brochure.isDefault && (
<Button
variant="outline"
size="sm"
onClick={() => setDefaultMutation.mutate()}
disabled={setDefaultMutation.isPending}
>
<Star className="mr-2 h-3 w-3" /> Mark default
</Button>
)}
<Button
variant="outline"
size="sm"
onClick={() => archiveMutation.mutate()}
disabled={archiveMutation.isPending}
>
<Archive className="mr-2 h-3 w-3" /> Archive
</Button>
</>
)}
</div>
</CardContent>
</Card>
);
}
function CreateBrochureDialog({
open,
onOpenChange,
onCreated,
}: {
open: boolean;
onOpenChange: (o: boolean) => void;
onCreated: () => void;
}) {
const [label, setLabel] = useState('');
const [description, setDescription] = useState('');
const [isDefault, setIsDefault] = useState(false);
const createMutation = useMutation({
mutationFn: () =>
apiFetch('/api/v1/admin/brochures', {
method: 'POST',
body: {
label,
description: description || null,
isDefault,
},
}),
onSuccess: () => {
toast.success('Brochure created. Upload a version next.');
setLabel('');
setDescription('');
setIsDefault(false);
onCreated();
onOpenChange(false);
},
});
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>New brochure</DialogTitle>
<DialogDescription>
Create the brochure container, then upload a PDF version on the card that appears.
</DialogDescription>
</DialogHeader>
<div className="space-y-3">
<div className="space-y-1">
<Label htmlFor="b-label">Label</Label>
<Input
id="b-label"
value={label}
onChange={(e) => setLabel(e.target.value)}
placeholder="General overview"
/>
</div>
<div className="space-y-1">
<Label htmlFor="b-desc">Description (optional)</Label>
<Textarea
id="b-desc"
rows={2}
value={description}
onChange={(e) => setDescription(e.target.value)}
/>
</div>
<div className="flex items-center justify-between">
<Label htmlFor="b-def">Set as default</Label>
<Switch id="b-def" checked={isDefault} onCheckedChange={setIsDefault} />
</div>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button
disabled={!label.trim() || createMutation.isPending}
onClick={() => createMutation.mutate()}
>
{createMutation.isPending && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
Create
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}
async function sha256Hex(file: File): Promise<string> {
const buf = await file.arrayBuffer();
const hash = await crypto.subtle.digest('SHA-256', buf);
return Array.from(new Uint8Array(hash))
.map((b) => b.toString(16).padStart(2, '0'))
.join('');
}

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'use client';
/**
* Sales send-from config card (Phase 7 §5.9).
*
* Lives on /[portSlug]/admin/email below the existing noreply transport
* card. Lets per-port admins configure the SMTP/IMAP creds + body templates
* that the document-sends flow uses.
*
* §14.10 enforcement: passwords are write-only. The GET endpoint never
* returns the decrypted value — only a `*PassIsSet` boolean. Empty
* password input means "leave unchanged"; explicit `null` sent over the
* wire means "clear".
*/
import { useEffect, useState } from 'react';
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 { Switch } from '@/components/ui/switch';
import { Textarea } from '@/components/ui/textarea';
import { apiFetch } from '@/lib/api/client';
interface SalesConfigResponse {
data: {
email: {
fromAddress: string;
smtpHost: string | null;
smtpPort: number;
smtpSecure: boolean;
smtpUser: string | null;
authMethod: string;
smtpPassIsSet: boolean;
isUsable: boolean;
};
imap: {
imapHost: string | null;
imapPort: number;
imapUser: string | null;
imapPassIsSet: boolean;
isUsable: boolean;
};
content: {
noreplyFromAddress: string;
templateBerthPdfBody: string;
templateBrochureBody: string;
brochureMaxUploadMb: number;
emailAttachThresholdMb: number;
};
};
}
interface FormState {
fromAddress: string;
smtpHost: string;
smtpPort: number | '';
smtpSecure: boolean;
smtpUser: string;
smtpPass: string; // empty = unchanged
imapHost: string;
imapPort: number | '';
imapUser: string;
imapPass: string;
noreplyFromAddress: string;
templateBerthPdfBody: string;
templateBrochureBody: string;
brochureMaxUploadMb: number | '';
emailAttachThresholdMb: number | '';
}
const EMPTY_FORM: FormState = {
fromAddress: '',
smtpHost: '',
smtpPort: 587,
smtpSecure: false,
smtpUser: '',
smtpPass: '',
imapHost: '',
imapPort: 993,
imapUser: '',
imapPass: '',
noreplyFromAddress: '',
templateBerthPdfBody: '',
templateBrochureBody: '',
brochureMaxUploadMb: 50,
emailAttachThresholdMb: 15,
};
export function SalesEmailConfigCard() {
const [loading, setLoading] = useState(true);
const [saving, setSaving] = useState(false);
const [smtpPassSet, setSmtpPassSet] = useState(false);
const [imapPassSet, setImapPassSet] = useState(false);
const [form, setForm] = useState<FormState>(EMPTY_FORM);
async function refresh() {
setLoading(true);
try {
const res: SalesConfigResponse = await apiFetch('/api/v1/admin/email/sales-config');
setSmtpPassSet(res.data.email.smtpPassIsSet);
setImapPassSet(res.data.imap.imapPassIsSet);
setForm({
fromAddress: res.data.email.fromAddress,
smtpHost: res.data.email.smtpHost ?? '',
smtpPort: res.data.email.smtpPort,
smtpSecure: res.data.email.smtpSecure,
smtpUser: res.data.email.smtpUser ?? '',
smtpPass: '',
imapHost: res.data.imap.imapHost ?? '',
imapPort: res.data.imap.imapPort,
imapUser: res.data.imap.imapUser ?? '',
imapPass: '',
noreplyFromAddress: res.data.content.noreplyFromAddress,
templateBerthPdfBody: res.data.content.templateBerthPdfBody,
templateBrochureBody: res.data.content.templateBrochureBody,
brochureMaxUploadMb: res.data.content.brochureMaxUploadMb,
emailAttachThresholdMb: res.data.content.emailAttachThresholdMb,
});
} finally {
setLoading(false);
}
}
useEffect(() => {
void refresh();
}, []);
function update<K extends keyof FormState>(key: K, value: FormState[K]) {
setForm((prev) => ({ ...prev, [key]: value }));
}
async function handleSave() {
setSaving(true);
try {
const payload: Record<string, unknown> = {
fromAddress: form.fromAddress || null,
smtpHost: form.smtpHost || null,
smtpPort: typeof form.smtpPort === 'number' ? form.smtpPort : null,
smtpSecure: form.smtpSecure,
smtpUser: form.smtpUser || null,
imapHost: form.imapHost || null,
imapPort: typeof form.imapPort === 'number' ? form.imapPort : null,
imapUser: form.imapUser || null,
noreplyFromAddress: form.noreplyFromAddress || null,
templateBerthPdfBody: form.templateBerthPdfBody,
templateBrochureBody: form.templateBrochureBody,
brochureMaxUploadMb:
typeof form.brochureMaxUploadMb === 'number' ? form.brochureMaxUploadMb : null,
emailAttachThresholdMb:
typeof form.emailAttachThresholdMb === 'number' ? form.emailAttachThresholdMb : null,
};
// Only send password fields when the user actually typed something.
if (form.smtpPass !== '') payload.smtpPass = form.smtpPass;
if (form.imapPass !== '') payload.imapPass = form.imapPass;
await apiFetch('/api/v1/admin/email/sales-config', { method: 'PATCH', body: payload });
toast.success('Sales email settings saved');
await refresh();
} catch (err) {
toast.error(err instanceof Error ? err.message : 'Save failed');
} finally {
setSaving(false);
}
}
if (loading) {
return (
<Card>
<CardContent className="flex items-center gap-2 py-6 text-sm text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" /> Loading sales email config
</CardContent>
</Card>
);
}
return (
<div className="space-y-4">
<Card>
<CardHeader>
<CardTitle>Sales send-from account</CardTitle>
<CardDescription>
SMTP credentials for human-touch outbound (brochures + per-berth PDFs). IMAP creds
enable the bounce monitor leave blank to disable bounce-rejection banners. Passwords
are encrypted at rest and never returned by the API.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
<div className="grid gap-3 md:grid-cols-2">
<Field label="From address" id="sef-from">
<Input
id="sef-from"
type="email"
value={form.fromAddress}
onChange={(e) => update('fromAddress', e.target.value)}
placeholder="sales@portnimara.com"
/>
</Field>
<Field label="SMTP host" id="sef-smtp-host">
<Input
id="sef-smtp-host"
value={form.smtpHost}
onChange={(e) => update('smtpHost', e.target.value)}
placeholder="smtp.gmail.com"
/>
</Field>
<Field label="SMTP port" id="sef-smtp-port">
<Input
id="sef-smtp-port"
type="number"
value={form.smtpPort}
onChange={(e) =>
update('smtpPort', e.target.value === '' ? '' : Number(e.target.value))
}
/>
</Field>
<div className="flex items-end justify-between gap-2">
<Label htmlFor="sef-smtp-secure" className="text-sm">
SSL (true=465, false=STARTTLS on 587)
</Label>
<Switch
id="sef-smtp-secure"
checked={form.smtpSecure}
onCheckedChange={(v) => update('smtpSecure', v)}
/>
</div>
<Field label="SMTP username" id="sef-smtp-user">
<Input
id="sef-smtp-user"
value={form.smtpUser}
onChange={(e) => update('smtpUser', e.target.value)}
/>
</Field>
<Field
label={`SMTP password ${smtpPassSet ? '(stored — leave blank to keep)' : ''}`}
id="sef-smtp-pass"
>
<Input
id="sef-smtp-pass"
type="password"
value={form.smtpPass}
onChange={(e) => update('smtpPass', e.target.value)}
placeholder={smtpPassSet ? '••••••••' : 'app password'}
/>
</Field>
</div>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle>Bounce monitor (IMAP)</CardTitle>
<CardDescription>
Required only for the async-bounce banner (§14.9). Same provider account as SMTP in most
setups.
</CardDescription>
</CardHeader>
<CardContent className="grid gap-3 md:grid-cols-2">
<Field label="IMAP host" id="sef-imap-host">
<Input
id="sef-imap-host"
value={form.imapHost}
onChange={(e) => update('imapHost', e.target.value)}
placeholder="imap.gmail.com"
/>
</Field>
<Field label="IMAP port" id="sef-imap-port">
<Input
id="sef-imap-port"
type="number"
value={form.imapPort}
onChange={(e) =>
update('imapPort', e.target.value === '' ? '' : Number(e.target.value))
}
/>
</Field>
<Field label="IMAP username" id="sef-imap-user">
<Input
id="sef-imap-user"
value={form.imapUser}
onChange={(e) => update('imapUser', e.target.value)}
/>
</Field>
<Field
label={`IMAP password ${imapPassSet ? '(stored — leave blank to keep)' : ''}`}
id="sef-imap-pass"
>
<Input
id="sef-imap-pass"
type="password"
value={form.imapPass}
onChange={(e) => update('imapPass', e.target.value)}
placeholder={imapPassSet ? '••••••••' : 'app password'}
/>
</Field>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle>Body templates</CardTitle>
<CardDescription>
Default markdown bodies used when a rep doesn&rsquo;t write a custom one. Tokens like{' '}
<code>{'{{client.fullName}}'}</code> are expanded server-side.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
<Field label="Berth PDF body" id="sef-tmpl-berth">
<Textarea
id="sef-tmpl-berth"
rows={6}
value={form.templateBerthPdfBody}
onChange={(e) => update('templateBerthPdfBody', e.target.value)}
className="font-mono text-sm"
/>
</Field>
<Field label="Brochure body" id="sef-tmpl-broc">
<Textarea
id="sef-tmpl-broc"
rows={6}
value={form.templateBrochureBody}
onChange={(e) => update('templateBrochureBody', e.target.value)}
className="font-mono text-sm"
/>
</Field>
<div className="grid gap-3 md:grid-cols-2">
<Field label="Brochure max upload (MB)" id="sef-broc-max">
<Input
id="sef-broc-max"
type="number"
value={form.brochureMaxUploadMb}
onChange={(e) =>
update('brochureMaxUploadMb', e.target.value === '' ? '' : Number(e.target.value))
}
/>
</Field>
<Field label="Attach-vs-link threshold (MB)" id="sef-attach">
<Input
id="sef-attach"
type="number"
value={form.emailAttachThresholdMb}
onChange={(e) =>
update(
'emailAttachThresholdMb',
e.target.value === '' ? '' : Number(e.target.value),
)
}
/>
</Field>
</div>
<Field label="Noreply from address" id="sef-noreply">
<Input
id="sef-noreply"
type="email"
value={form.noreplyFromAddress}
onChange={(e) => update('noreplyFromAddress', e.target.value)}
/>
</Field>
</CardContent>
</Card>
<div className="flex justify-end">
<Button onClick={handleSave} disabled={saving}>
{saving && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
Save sales email settings
</Button>
</div>
</div>
);
}
function Field({ label, id, children }: { label: string; id: string; children: React.ReactNode }) {
return (
<div className="space-y-1">
<Label htmlFor={id}>{label}</Label>
{children}
</div>
);
}