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