65b92cace1a2276df4b4e6058dee161ac2afd2f8
13 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| 221ae5784e |
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged: - Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances) - country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk after the per-subpath dynamic-import approach silently failed in webpack) - Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index, redirects (ocr to ai, reports to dashboard, invitations to users), docs/admin-ia-proposal.md - Per-template email tester (registry + endpoint + UI on Email admin page) - Cancel-document mode picker (delete-from-Documenso vs keep-for-audit) - Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers - Customize-widgets per-region sortables at xl+ (charts/rails/feed); single flat sortable below xl when the layout stacks; per-viewport saved orders - Audit doc updates capturing each shipped item - Lint fixes: react-compiler immutability in DonutChart (reduce instead of let-reassign), set-state-in-effect disables in CountryFlag and UploadForSigning preview-bytes effect, unused 'confirm' destructures in interest contract + reservation tabs, unescaped apostrophe in test-template card copy |
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| e33313bd64 |
feat(uat-batch): Group A quick-fixes — 7 items shipped, 5 verified pre-shipped
Sweeps Group A of the 2026-05-21 remaining-plan. Several items the
plan listed as open turned out to already be shipped (annotation gap
in the master doc) — those are confirmed in the commit notes.
Shipped now:
A1 Documenso settings: collapsed `V2_FEATURE_FIELDS` +
`CONTRACT_RESERVATION_FIELDS` (legacy SettingsFormCard) into
`RegistryDrivenForm` sections (`documenso.behavior` +
`documenso.templates`). Every Documenso setting now flows
through the registry path that surfaces the env-fallback /
port / global source badge per field. EOI generation card
retitled to "Templates & signing pathway" since it now covers
EOI + reservation + contract template IDs (registry already
had all three under `documenso.templates`).
A2 WatchersCard empty state: bumped `mb-3 → mb-4 pb-1` so the
"No one is watching yet" line has breathing room above the
"Add a watcher…" select.
A4 /invoices/upload-receipts guide copy: terse luxury-CRM tone.
Drop "Snap a photo", "fancy phone camera", "No typing. No
spreadsheets." Tighten OCR explainer to one sentence;
action-oriented step + best-practices headers.
A5 Pageviews chart X-axis: added `interval="preserveStartEnd"` +
`minTickGap={52}` so multi-week ranges thin out the middle
ticks instead of overlapping. The MM-DD formatter was already
in place from an earlier session.
A7 Inbox doc comment: was stale ("Alerts first, Reminders
second") but the JSX already had Reminders before Alerts.
Fixed the docstring.
A9 CommandList scroll-cap: `max-h-[300px]` now `max-h-[min(300px,
var(--radix-popover-content-available-height,300px))]` so the
cmdk list never extends past the host Popover's available
area. Non-Popover hosts fall through to the 300px static cap.
A10 DropdownMenuContent: `max-h-96` now
`max-h-[min(24rem,var(--radix-dropdown-menu-content-
available-height,24rem))]` for the same available-space
behaviour on long menus near the viewport edge.
A11 Residential InterestsTab (list page): row gets an onClick →
`router.push`; first-cell Link stops propagation so middle-
click / Cmd-click "open in new tab" still works.
A12 StageStepper: gained a stage-name row below the bar showing
every reached stage's short label inline (muted for future
stages). `size="xs"` variant keeps the cramped table-cell
footprint intact (no labels).
Already shipped (just annotation gap in master doc):
A3 EOI "Mark as signed without file" button — line 599 of
interest-eoi-tab.tsx, parent passes onMarkSigned. Master doc
already has `SHIPPED in 52342ee` annotation.
A6 Pageviews vs Sessions explainer — Info popover at line
157-181 of website-analytics-shell.tsx.
A8 BulkAddBerthsWizard CurrencySelect — line 376 (apply-to-all)
+ line 456 (per-row).
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| f0dbefcac2 |
chore(copy): em-dash sweep across user-facing JSX text + bump lint to error
Replaced 174 em-dashes (—) with " - " (space-hyphen-space) across 49 files in src/components + src/app. The em-dash reads as a tell-tale "AI-generated" marker per the user's design feedback; hyphens with spaces preserve the connector semantics without the AI tint. Touched only lines outside pure-comment context (// /* * */). Code comments, JSDoc, audit-log strings, structured logging strings, and templates outside the lint scope retain their em-dashes for now — they're not user-visible. Also captured two remaining cases that used the `—` HTML entity instead of the literal character (system-monitoring-dashboard, interest-stage-picker) — replaced with a plain hyphen. Bumped the existing `no-restricted-syntax` rule from `warn` → `error` in eslint.config.mjs scoped to src/components/**/*.tsx + src/app/**/*.tsx. New code reintroducing em-dashes in JSX text now fails the lint gate. Verified: tsc clean, vitest 1448/1448, eslint 0 em-dash warnings. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 4b5f85cb7d |
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).
CRITICAL (3):
- C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
no longer silently drop interest links
- C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
- C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
callers must go through /stage with the override-guard chain
HIGH (14/15):
- H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
interests/documents/reservations/reminders/invoices (migration 0070)
- H-02 login page reads ?redirect= param with same-origin guard
- H-03 CRM invite token moves to URL fragment so it never lands in
nginx access logs / Referer headers
- H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
- H-05 toggleAccount writes an audit row
- H-06 upsertSetting masks any value whose key ends with _encrypted
- H-07 archiveClient cascade fires per-interest audit rows
- H-08 createSalesTransporter applies SMTP_TIMEOUTS
- H-09 AppShell stable children — viewport flip across breakpoint no
longer destroys in-progress form drafts
- H-10 portal documents page swaps Unicode glyph status icons for
Lucide CheckCircle2/XCircle/Circle + aria-labels
- H-12 list components swap alert(...) for toast.warning(...)
- H-13 5 icon-only buttons gain aria-label
- H-14 parseBody treats empty bodies as {}
- H-15 admin layout renders a 403 panel instead of silent bounce
- H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet
MEDIUM (28+):
- M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
WHEREs across custom-fields, notes (all 6 entity types x update +
delete), client-contacts, yacht ownerClient lookup, webhook reads
- M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
- M-EM01 portal-auth emails thread through portId
- M-EM02 sendEmail accepts cc/bcc params
- M-EM04 notification_digest catalog key
- M-IN01 portal presigned download URLs use 4h TTL
- M-IN02 OpenAI client lazy-instantiated
- M-IN04 stale pdfme refs updated to pdf-lib AcroForm
- M-IN05 umami.testConnection returns tagged union
- M-L01 reservations tenure_type unified with berths
- M-L02 report-generators canonicalize stage values
- M-AU01 audit log placeholder copy fixed
- M-AU04 outcome_set / outcome_cleared distinct audit verbs
- M-NEW-2 activity feed entity name+type separator
- M-R01 portal allowlist narrowed + portal_session backstop in proxy
- M-SC02 companies archived partial index
- M-SC04 audit_logs.searchText documented as DB-managed
- M-S01 storage_s3_access_key_encrypted admin field
- M-U01 audit log empty state uses <EmptyState>
- M-U09 invoice delete dialog -> <AlertDialog>
- M-U10 toast.success on ClientForm + InterestForm create/edit
- M-U11 settings-form-card logo preview alt text
- M-U14 mobile topbar title on clients/yachts/interests/berths
- M-U15 Invoices in mobile More-sheet
LOW (6/8):
- L-AU01 severity defaults for security-relevant verbs
- L-AU02 +13 missing actions in admin audit filter
- L-AU03 +7 missing entity types in admin audit filter
- L-AU04 dead listAuditLogs stubbed
- L-D02 CLAUDE.md Owner-wins chain tightened
Bonus — Document detail polish (#67 partial, 3/6 deliverables):
- state-aware action button per signer
- watcher Add UI with display-name resolution
- cleanSignerName cleanup
Prior session work bundled in:
- Documenso v2 webhook + envelope-ID normalization + sequential signing
- SigningProgress UI redesign (avatars, per-signer state, timestamps)
- env->admin settings registry + RegistryDrivenForm + encrypted creds
- Embedded-signing card + Test connection + setup help
- Dev-mode EMAIL_REDIRECT_TO banner
- Pipeline rules admin page
- Sales email config card
- Audit log details Sheet
- EOI tab: Finalising badge, absolute timestamps, sequential indicator
- Notes pipeline_stage_at_creation (migration 0069)
- Documenso numeric ID dual-key webhook (migration 0068)
- Dimensions criterion copy (migration 0067)
Tests: 1374/1374 vitest pass. tsc clean. lint clean.
See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 2a2673e328 |
refactor(terminology): "deal" → "interest" sweep + route rename
Step 7 per PRE-DEPLOY-PLAN § 1.7. The canonical noun for an in-flight sales record is "interest" everywhere in the codebase — entity name, schema, kanban label, URL, etc. Customer-visible "deal" remnants are either a holdover from pre-refactor copy or hand-written admin descriptions that drifted. Sweeps applied: - /admin/qualification-criteria description: "before a deal moves out of the Enquiry stage" → "before an interest moves out…" - /admin/documenso descriptions (×3): "per-deal upload-and-place…" → "per-interest upload-and-place…"; "upload per deal" → "upload per interest"; "drafted per deal" → "drafted per interest". - bulk-archive-wizard.tsx placeholder: "late-stage deal" → "late-stage interest". - smart-archive-dialog.tsx title: "Late-stage deal" → "Late-stage interest". - /api/v1/berths/[id]/deal-documents → /api/v1/berths/[id]/interest-documents (route directory renamed; the single in-tree caller in berth-deal-documents-tab.tsx updated to match; React Query key also switched to "berth-interest-documents" for cache hygiene). The `BerthDealDocumentsTab` component name + `berth-deal-documents-tab.tsx` file path are intentionally left as-is — pure aliases, internal to the codebase, churn cost > readability win. Rename when next touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| b1dfec09a0 |
feat(documenso-phase-7): Project Director RBAC binding
Admin UI binding for the developer + approver user-id fields that
Phase 1 schema'd but left unwired. Surfaces four new fields in the
Documenso settings card so admins can:
- Set per-port display labels for the developer/approver slots
(documenso_developer_label / approver_label) — drives email
subjects + signer-progress UI copy. Defaults to "Developer" /
"Approver" when blank.
- Link each slot to a CRM user (documenso_developer_user_id /
approver_user_id) — UUID from /admin/users.
Webhook side-effect:
- handleRecipientSigned's cascade now fires an in-CRM notification
for the next pending signer when their signerRole matches a
configured developer_user_id / approver_user_id. The branded
email is the primary channel; the notification is a defense-in-
depth nudge for users who live in the CRM all day.
- New notification type `document_signing_your_turn` with dedupeKey
`document:<id>:your-turn:<signerId>` so duplicate webhook
deliveries don't re-notify.
- Falls back silently when the binding isn't set or the signer
isn't a developer/approver — preserves the existing flow.
Out of scope (build plan flags as out-of-scope for v1):
- Auto-fill name/email when a user is selected: needs a typeahead
field type the SettingsFormCard doesn't have yet. Admin reads the
user's UUID from /admin/users and pastes; minor friction for a
one-time per-port config.
- Webhook handler reading the linked user's email and matching
against the inbound recipient: today the developer/approver email
settings already drive the matching; the user-id is purely a
notification target.
Tests: 1340/1340 ✅; tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 0ab96d74a8 |
feat(deps): Tailwind 3 → 4 + swap tailwindcss-animate for tw-animate-css
Ran the official @tailwindcss/upgrade tool: - tailwind.config.ts → @theme directive in globals.css - @tailwind base/components/utilities → @import 'tailwindcss' - postcss.config switched from tailwindcss + autoprefixer to @tailwindcss/postcss (autoprefixer baked in) - focus-visible:outline-none → focus-visible:outline-hidden (the v3 utility was a footgun — outline still showed in forced-colors mode) Reverted the migration tool's over-zealous variant="outline" → variant="outline-solid" rename on CVA prop values; that rename was meant for the Tailwind `outline:` utility, not our Button/Badge component variants. Swapped tailwindcss-animate (v3-style JS plugin) for tw-animate-css (v4-native @import). Same utility surface (animate-spin, animate-in, etc.), one fewer JS plugin in the bundle. Fixed the upgrade tool's malformed dark variant (@custom-variant dark (&:is(class *)) — `class` was being parsed as a tag) to canonical &:where(.dark, .dark *). Verified: tsc 0 errors, eslint 0 errors (16 pre-existing warnings), vitest 1315/1315, next build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 1bdc856589 |
feat(documents-hub): NewDocumentMenu dropdown + FolderDropZone drag-drop
Replaces the bare "+ New document" Button on the documents hub with a NewDocumentMenu dropdown so reps explicitly pick between: - "Upload file" → opens a Dialog with FileUploadZone scoped to the current folder + entity context. No signing flow attached. - "Generate document for signing" → navigates to /documents/new wizard. Avoids the prior ambiguity where reps clicked "+ New document" intending to attach a file and were dropped into the Documenso signer wizard. Also adds FolderDropZone wrapping FlatFolderListing and EntityFolderView. Dragging files from the OS over the current folder shows a drop overlay; drop fires N parallel uploads carrying the folder + entity context. Mirrors the per-entity Files tab UX but works in-place on the hub. Both surfaces hit /api/v1/files/upload with folderId + entityType/Id + the legacy clientId/companyId/yachtId FKs so files land on the right entity AND inside the correct folder. Also includes the in-flight prettier reformat from lint-staged on a few previously-touched files (create-document-wizard, file-upload-zone, admin/documenso/page) and adds the standalone prod-readiness audit report to docs/superpowers/audits/ for permanent reference. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| d597e158fe |
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl
Wire up the remaining version-aware paths so a port pointed at Documenso 2.x
takes the v2 endpoint on every CRUD operation, with two new v2-only settings
exposed in admin UI.
documenso-client.ts:
- createDocument: v2 multipart /envelope/create + getDocument follow-up to
return the full doc shape (v1 path unchanged)
- sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in
the same response — eliminates the v1 separate-GET round-trip)
- sendReminder: v2 /envelope/redistribute with recipientIds filter
- downloadSignedPdf: v2 /envelope/{id}/download
- CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder }
threaded through v1 + v2 paths (v1 ignores signingOrder)
port-config.ts:
- New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only),
documenso_redirect_url (both versions honour)
- PortDocumensoConfig gains signingOrder + redirectUrl
documenso-payload.ts:
- DocumensoTemplatePayload.meta gains signingOrder
- buildDocumensoPayload reads from options.signingOrder, omits when null
document-templates.ts (EOI template flow):
- Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload
documents.service.ts (sendForSigning uploaded-doc flow):
- Pass portId to documensoCreate + documensoSend (was missing)
- Thread signingOrder + redirectUrl via the new meta param
Admin Documenso settings page:
- v2 benefits card updated: now lists envelope CRUD, one-call send,
sequential enforcement, post-sign redirect as wired (was roadmap)
- Roadmap callout pruned to the three remaining deferred items:
template/use migration, /envelope/update, non-SIGNER recipient roles
- New "v2 signing behaviour" SettingsFormCard with the two new settings
Template flow stays on /api/v1/templates/{id}/generate-document by design —
Documenso 2.x accepts v1 endpoints via backward compat; full migration to
v2 /template/use requires per-template field-ID capture (admin schema work,
deferred).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| ad312df8a4 |
feat(documenso): v2 coverage on getDocument/health + reminder webhook + admin UI benefits panel
- documenso-client.ts: getDocument now routes to /api/v2/envelope/{id} when port apiVersion=v2; checkDocumensoHealth surfaces resolved apiVersion for the admin Test button
- webhook route: handle DOCUMENT_REMINDER_SENT (structured log only, no audit-table noise) + DOCUMENT_CREATED / DOCUMENT_SENT (informational log)
- Admin Documenso page: prominent v1-vs-v2 explainer card listing v2-only capabilities the CRM already exploits (bulk fields, percent coords, richer fieldMeta, v2 webhook aliases, envelope endpoints) + amber roadmap callout for sequential signing / redirectUrl / template/use / envelope/update / non-SIGNER roles
- CLAUDE.md: idempotency + v2 webhook event list, berth-rules engine section, DOCUMENSO_API_URL gotcha, storage backend listByPrefix + timeout
Still v1-only (call out in admin UI roadmap): createDocument, generateDocumentFromTemplate, sendDocument, sendReminder, downloadSignedPdf. Migrating template/use to v2 requires per-template field-ID mapping in template config; deferred to a follow-up plan.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 5c8c12ba1f |
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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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> |
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Matt Ciaccio
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4877b97f27 |
feat(admin): per-port email/Documenso/branding/reminder settings + invitations
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>
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