Commit Graph

3 Commits

Author SHA1 Message Date
94c24a123a 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>
2026-05-21 22:40:48 +02:00
Matt Ciaccio
71da6e8fdc feat(mobile): swap admin page headers to PageHeader
Mechanical sweep replacing the plain h1+p header markup with the
mobile-aware PageHeader primitive across 12 admin pages: index,
backup, branding, documenso, email, import, invitations, monitoring,
onboarding, reminders, reports, webhooks. Webhooks "Add Webhook"
button preserved via the actions slot.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 12:57:52 +02:00
Matt Ciaccio
4877b97f27 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>
2026-04-27 23:21:54 +02:00