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pn-new-crm/src/lib/services/documenso-client.ts
Matt Ciaccio 4877b97f27
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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>
2026-04-27 23:21:54 +02:00

172 lines
4.9 KiB
TypeScript

import { env } from '@/lib/env';
import { logger } from '@/lib/logger';
import { getPortDocumensoConfig } from '@/lib/services/port-config';
interface DocumensoCreds {
baseUrl: string;
apiKey: string;
}
async function resolveCreds(portId?: string): Promise<DocumensoCreds> {
if (!portId) return { baseUrl: env.DOCUMENSO_API_URL, apiKey: env.DOCUMENSO_API_KEY };
const cfg = await getPortDocumensoConfig(portId);
return { baseUrl: cfg.apiUrl, apiKey: cfg.apiKey };
}
async function documensoFetch(
path: string,
options?: RequestInit,
portId?: string,
): Promise<unknown> {
const { baseUrl, apiKey } = await resolveCreds(portId);
const res = await fetch(`${baseUrl}${path}`, {
...options,
headers: {
Authorization: `Bearer ${apiKey}`,
'Content-Type': 'application/json',
...options?.headers,
},
});
if (!res.ok) {
const err = await res.text();
logger.error({ path, status: res.status, err, portId }, 'Documenso API error');
throw new Error(`Documenso API error: ${res.status}`);
}
return res.json();
}
// Documenso 2.x renamed top-level `id` → `documentId` and recipient `id` →
// `recipientId`; v1.13 still uses `id`. Normalize both shapes to the legacy
// `id` form that this codebase consumes everywhere downstream.
function normalizeDocument(raw: unknown): DocumensoDocument {
const r = (raw ?? {}) as Record<string, unknown>;
const id = String(r.documentId ?? r.id ?? '');
const status = String(r.status ?? 'PENDING');
const recipientsRaw = (r.recipients as Array<Record<string, unknown>> | undefined) ?? [];
const recipients = recipientsRaw.map((rec) => ({
id: String(rec.recipientId ?? rec.id ?? ''),
name: String(rec.name ?? ''),
email: String(rec.email ?? ''),
role: String(rec.role ?? ''),
signingOrder: Number(rec.signingOrder ?? 0),
status: String(rec.signingStatus ?? rec.status ?? 'PENDING'),
signingUrl: typeof rec.signingUrl === 'string' ? rec.signingUrl : undefined,
embeddedUrl: typeof rec.embeddedUrl === 'string' ? rec.embeddedUrl : undefined,
}));
return { id, status, recipients };
}
export interface DocumensoRecipient {
name: string;
email: string;
role: string;
signingOrder: number;
}
export interface DocumensoDocument {
id: string;
status: string;
recipients: Array<{
id: string;
name: string;
email: string;
role: string;
signingOrder: number;
status: string;
signingUrl?: string;
embeddedUrl?: string;
}>;
}
export async function createDocument(
title: string,
pdfBase64: string,
recipients: DocumensoRecipient[],
portId?: string,
): Promise<DocumensoDocument> {
return documensoFetch(
'/api/v1/documents',
{
method: 'POST',
body: JSON.stringify({ title, document: pdfBase64, recipients }),
},
portId,
).then(normalizeDocument);
}
export async function generateDocumentFromTemplate(
templateId: number,
payload: Record<string, unknown>,
portId?: string,
): Promise<DocumensoDocument> {
return documensoFetch(
`/api/v1/templates/${templateId}/generate-document`,
{
method: 'POST',
body: JSON.stringify(payload),
},
portId,
).then(normalizeDocument);
}
export async function sendDocument(docId: string, portId?: string): Promise<DocumensoDocument> {
return documensoFetch(
`/api/v1/documents/${docId}/send`,
{
method: 'POST',
},
portId,
).then(normalizeDocument);
}
export async function getDocument(docId: string, portId?: string): Promise<DocumensoDocument> {
return documensoFetch(`/api/v1/documents/${docId}`, undefined, portId).then(normalizeDocument);
}
export async function sendReminder(
docId: string,
signerId: string,
portId?: string,
): Promise<void> {
await documensoFetch(
`/api/v1/documents/${docId}/recipients/${signerId}/remind`,
{
method: 'POST',
},
portId,
);
}
export async function downloadSignedPdf(docId: string, portId?: string): Promise<Buffer> {
const { baseUrl, apiKey } = await resolveCreds(portId);
const res = await fetch(`${baseUrl}/api/v1/documents/${docId}/download`, {
headers: { Authorization: `Bearer ${apiKey}` },
});
if (!res.ok) {
const err = await res.text();
logger.error({ docId, status: res.status, err, portId }, 'Documenso download error');
throw new Error(`Documenso download error: ${res.status}`);
}
const arrayBuffer = await res.arrayBuffer();
return Buffer.from(arrayBuffer);
}
/** Convenience health-check used by the admin "Test connection" button. */
export async function checkDocumensoHealth(
portId?: string,
): Promise<{ ok: boolean; status?: number; error?: string }> {
try {
const { baseUrl, apiKey } = await resolveCreds(portId);
const res = await fetch(`${baseUrl}/api/v1/health`, {
headers: { Authorization: `Bearer ${apiKey}` },
});
return { ok: res.ok, status: res.status };
} catch (err) {
return { ok: false, error: err instanceof Error ? err.message : 'Unknown error' };
}
}