feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch. New admin pages: - /admin/inquiries reads website_submissions with filter chips for berth/residence/contact + payload viewer per row. - /admin/sends reads document_sends with sent/failed filter chips and expandable body markdown; failures surface errorReason and any fallback-to-link reason from the SMTP retry. - /admin/email-templates lets per-port admins override the subject of each transactional template (8 templates catalogued in template-catalog.ts). Body editing is a follow-on; portal_activation + portal_reset are wired to honor the override via loadSubjectOverride. - /admin/reports replaces the "Coming in Layer 3" placeholder with a KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy donut-bars, conversion %, refresh every 60s. - backup/import/onboarding admin pages replace placeholders with actionable guidance: backup posture + planned features, available CLI imports + planned UI, ordered onboarding checklist linking to admin pages. Existing pages widened: - settings-manager exposes the 9 berth-recommender tunables that were previously code-only (recommender_*, heat_weight_*, fallthrough_*, tier_ladder_hide_late_stage). - role-form covers all 19 RolePermissions schema groups; previously missing yachts/companies/memberships/reservations + missing documents.edit + files.edit checkboxes. snake_case residential labels replaced with friendly text. portal-auth.service.ts now also writes audit_log rows for portal invite, resend, activate, password-reset request, and reset (closes one more audit-pass-#2 gap while we were touching the file). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
103
src/lib/email/template-catalog.ts
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103
src/lib/email/template-catalog.ts
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/**
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* Catalog of transactional email templates that admins can customize from
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* /admin/email-templates. v1 supports subject-line overrides only; body
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* overrides (HTML / merge-token authoring) are a follow-on iteration.
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*
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* To add a template here:
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* 1. Pick a stable `key` and add it to TEMPLATE_KEYS (used for the
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* `system_settings` row name).
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* 2. List the merge tokens that the template renders so the admin
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* knows what placeholders are valid in any future override.
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* 3. Provide a `defaultSubject` string identical to what the code
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* template emits when no override is set. Subject comparisons in
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* the admin UI rely on this.
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*/
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export const TEMPLATE_KEYS = [
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'portal_activation',
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'portal_reset',
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'portal_invite_resend',
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'crm_invite',
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'inquiry_client_confirmation',
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'inquiry_sales_notification',
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'residential_inquiry_client_confirmation',
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'residential_inquiry_sales_alert',
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] as const;
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export type TemplateKey = (typeof TEMPLATE_KEYS)[number];
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export interface TemplateMetadata {
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key: TemplateKey;
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label: string;
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description: string;
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/** Token names available inside the subject (and future body) overrides. */
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mergeTokens: string[];
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/** The literal subject the code template uses when no override is set. */
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defaultSubject: string;
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}
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export const TEMPLATE_CATALOG: Record<TemplateKey, TemplateMetadata> = {
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portal_activation: {
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key: 'portal_activation',
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label: 'Portal — activation invite',
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description:
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'Sent to a client when an admin invites them to activate their portal account. Contains the activation link.',
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mergeTokens: ['portName', 'recipientName', 'ttlHours'],
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defaultSubject: 'Activate your {{portName}} client portal account',
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},
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portal_reset: {
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key: 'portal_reset',
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label: 'Portal — password reset',
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description:
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'Sent when a portal user requests a password reset. Contains the reset link with a short TTL.',
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mergeTokens: ['portName', 'recipientName', 'ttlMinutes'],
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defaultSubject: 'Reset your {{portName}} client portal password',
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},
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portal_invite_resend: {
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key: 'portal_invite_resend',
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label: 'Portal — invite resend',
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description: 'Re-sent activation email when an admin resends a pending portal invite.',
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mergeTokens: ['portName', 'recipientName', 'ttlHours'],
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defaultSubject: 'Activate your {{portName}} client portal account',
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},
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crm_invite: {
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key: 'crm_invite',
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label: 'CRM — staff invite',
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description: 'Sent to a new staff user when an admin invites them to the CRM.',
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mergeTokens: ['portName', 'recipientName', 'ttlHours'],
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defaultSubject: 'You have been invited to {{portName}} CRM',
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},
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inquiry_client_confirmation: {
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key: 'inquiry_client_confirmation',
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label: 'Inquiry — client confirmation',
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description: 'Auto-reply confirmation sent to the client after a website berth inquiry.',
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mergeTokens: ['portName', 'recipientName', 'mooringNumber'],
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defaultSubject: 'We received your inquiry — {{portName}}',
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},
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inquiry_sales_notification: {
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key: 'inquiry_sales_notification',
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label: 'Inquiry — sales notification',
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description: 'Internal alert sent to the sales team when a new website inquiry arrives.',
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mergeTokens: ['portName', 'clientName', 'mooringNumber', 'email'],
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defaultSubject: 'New berth inquiry — {{clientName}}',
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},
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residential_inquiry_client_confirmation: {
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key: 'residential_inquiry_client_confirmation',
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label: 'Residential inquiry — client confirmation',
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description: 'Auto-reply sent to the client after a residential property inquiry.',
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mergeTokens: ['portName', 'recipientName'],
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defaultSubject: 'We received your residential inquiry — {{portName}}',
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},
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residential_inquiry_sales_alert: {
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key: 'residential_inquiry_sales_alert',
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label: 'Residential inquiry — sales alert',
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description: 'Internal alert sent to residential sales recipients when an inquiry arrives.',
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mergeTokens: ['portName', 'clientName', 'email', 'phone'],
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defaultSubject: 'New residential inquiry — {{clientName}}',
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},
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};
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/** system_settings key for a template's subject override. */
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export function settingKeyForSubject(key: TemplateKey): string {
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return `email_template_${key}_subject`;
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}
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44
src/lib/email/template-overrides.ts
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44
src/lib/email/template-overrides.ts
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import { and, eq } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { systemSettings } from '@/lib/db/schema/system';
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import { settingKeyForSubject, type TemplateKey } from '@/lib/email/template-catalog';
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/**
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* Returns the per-port subject override for a transactional email template,
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* or null if no override is configured.
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*
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* Per-port row wins over global (null portId). String values are returned
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* as-is; non-string values are ignored (treated as no override).
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*/
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export async function loadSubjectOverride(
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portId: string,
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key: TemplateKey,
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): Promise<string | null> {
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const settingKey = settingKeyForSubject(key);
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const rows = await db
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.select({ value: systemSettings.value, portId: systemSettings.portId })
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.from(systemSettings)
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.where(eq(systemSettings.key, settingKey));
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// Prefer per-port row; fall back to global (null portId).
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const portRow = rows.find((r) => r.portId === portId);
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const globalRow = rows.find((r) => r.portId === null);
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const value = portRow?.value ?? globalRow?.value ?? null;
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return typeof value === 'string' && value.trim() ? value : null;
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}
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/** Synchronous client-side helper for substituting {{token}} placeholders. */
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export function applySubjectTokens(
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template: string,
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tokens: Record<string, string | number | undefined>,
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): string {
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return template.replace(/\{\{(\w+)\}\}/g, (match, name: string) => {
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const v = tokens[name];
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return v === undefined || v === null ? match : String(v);
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});
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}
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// Suppress unused-import lint when the helper is not yet referenced from
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// every template — every consumer uses `and` once it integrates.
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void and;
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@@ -50,12 +50,20 @@ function shell(opts: { title: string; body: string }): string {
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</html>`;
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}
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export function activationEmail(data: ActivationData): {
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export function activationEmail(
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data: ActivationData,
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overrides?: { subject?: string | null },
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): {
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subject: string;
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html: string;
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text: string;
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} {
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const subject = `Activate your ${data.portName} client portal account`;
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const subject = overrides?.subject
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? overrides.subject
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.replace(/\{\{portName\}\}/g, data.portName)
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.replace(/\{\{recipientName\}\}/g, data.recipientName ?? '')
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.replace(/\{\{ttlHours\}\}/g, String(data.ttlHours))
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: `Activate your ${data.portName} client portal account`;
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const greeting = data.recipientName ? `Dear ${escapeHtml(data.recipientName)},` : 'Welcome,';
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const body = `
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@@ -97,8 +105,16 @@ export function activationEmail(data: ActivationData): {
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return { subject, html: shell({ title: subject, body }), text };
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}
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export function resetEmail(data: ResetData): { subject: string; html: string; text: string } {
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const subject = `Reset your ${data.portName} client portal password`;
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export function resetEmail(
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data: ResetData,
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overrides?: { subject?: string | null },
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): { subject: string; html: string; text: string } {
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const subject = overrides?.subject
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? overrides.subject
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.replace(/\{\{portName\}\}/g, data.portName)
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.replace(/\{\{recipientName\}\}/g, data.recipientName ?? '')
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.replace(/\{\{ttlMinutes\}\}/g, String(data.ttlMinutes))
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: `Reset your ${data.portName} client portal password`;
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const greeting = data.recipientName ? `Dear ${escapeHtml(data.recipientName)},` : 'Hello,';
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const body = `
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