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:
@@ -58,6 +58,9 @@ import {
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formSubmissions,
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} from './documents';
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// Brochures + send-outs (Phase 7)
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import { brochures, brochureVersions, documentSends } from './brochures';
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// Financial
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import { expenses, invoices, invoiceLineItems, invoiceExpenses } from './financial';
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@@ -883,3 +886,49 @@ export const residentialInterestsRelations = relations(residentialInterests, ({
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references: [residentialClients.id],
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}),
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}));
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// ─── Brochures + send-outs (Phase 7) ──────────────────────────────────────────
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export const brochuresRelations = relations(brochures, ({ one, many }) => ({
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port: one(ports, {
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fields: [brochures.portId],
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references: [ports.id],
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}),
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versions: many(brochureVersions),
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sends: many(documentSends),
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}));
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export const brochureVersionsRelations = relations(brochureVersions, ({ one, many }) => ({
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brochure: one(brochures, {
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fields: [brochureVersions.brochureId],
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references: [brochures.id],
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}),
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sends: many(documentSends),
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}));
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export const documentSendsRelations = relations(documentSends, ({ one }) => ({
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port: one(ports, {
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fields: [documentSends.portId],
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references: [ports.id],
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}),
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client: one(clients, {
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fields: [documentSends.clientId],
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references: [clients.id],
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}),
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interest: one(interests, {
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fields: [documentSends.interestId],
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references: [interests.id],
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}),
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berth: one(berths, {
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fields: [documentSends.berthId],
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references: [berths.id],
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}),
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brochure: one(brochures, {
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fields: [documentSends.brochureId],
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references: [brochures.id],
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}),
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brochureVersion: one(brochureVersions, {
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fields: [documentSends.brochureVersionId],
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references: [brochureVersions.id],
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}),
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}));
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