Files
pn-new-crm/src/components/clients/send-documents-dialog.tsx
Matt Ciaccio a0091e4ca6 feat(emails): sales send-out flows + brochures + email-from settings
Phase 7 of the berth-recommender refactor (plan §3.3, §4.8, §4.9, §5.7,
§5.8, §5.9, §11.1, §14.7, §14.9). Adds the rep-driven send-out path for
per-berth PDFs and port-wide brochures, the per-port sales SMTP/IMAP
config + body templates, and the supporting admin UI.

Migration: 0031_brochures_and_document_sends.sql

Schema additions:
  - brochures (port-wide, with isDefault marker + archive)
  - brochure_versions (versioned uploads, storageKey per §4.7a)
  - document_sends (audit log of every rep-initiated send; failures
    captured with failedAt + errorReason). berthPdfVersionId is a plain
    text column (no FK) — loose-coupled to Phase 6b's berth_pdf_versions
    so the two phases stay independent.

§14.7 critical mitigations:
  - Body XSS: rep-authored markdown goes through renderEmailBody()
    (HTML-escape first, then a tight allowlist of bold/italic/code/link
    rules). https:// + mailto: only — javascript:/data: URLs stripped.
    Tested against script/img/iframe/svg/onerror polyglots.
  - Recipient typo: strict email regex + two-step confirm modal that
    shows the exact recipient before send.
  - Unresolved merge fields: pre-send dry-run /preview endpoint blocks
    submission until findUnresolvedTokens() returns empty.
  - SMTP failure: every transport rejection writes a document_sends row
    with failedAt + errorReason; UI surfaces the message.
  - Hourly per-user rate limit: 50 sends/user/hour via existing
    checkRateLimit().
  - Size threshold fallback (§11.1): files above
    email_attach_threshold_mb (default 15) ship as a 24h signed-URL
    download link in the body instead of an attachment. Storage stream
    flows directly to nodemailer to avoid buffering 20MB+.

§14.10 critical mitigation:
  - SMTP/IMAP passwords encrypted at rest via the existing
    EMAIL_CREDENTIAL_KEY (AES-256-GCM). The /api/v1/admin/email/
    sales-config GET endpoint never returns the decrypted value — only
    a *PassIsSet boolean. PATCH treats empty string as "leave unchanged"
    and explicit null as "clear", so the masked-placeholder UI round-
    trips without forcing re-entry on every save.

system_settings keys (per-port unless noted):
  - sales_from_address, sales_smtp_{host,port,secure,user,pass_encrypted}
  - sales_imap_{host,port,user,pass_encrypted}
  - sales_auth_method (default app_password)
  - noreply_from_address
  - email_template_send_berth_pdf_body, email_template_send_brochure_body
  - brochure_max_upload_mb (default 50)
  - email_attach_threshold_mb (default 15)

UI surfaces (per §5.7, §5.8, §5.9):
  - <SendDocumentDialog> shared 2-step compose+confirm flow.
  - <SendBerthPdfDialog>, <SendDocumentsDialog>, <SendFromInterestButton>
    wrappers per detail page.
  - /[portSlug]/admin/brochures: list, upload (direct-to-storage
    presigned PUT for the 20MB+ files per §11.1), default toggle,
    archive.
  - /[portSlug]/admin/email extended with <SalesEmailConfigCard>:
    SMTP + IMAP creds, body templates, threshold/max settings.

Storage: every upload + download goes through getStorageBackend() —
no direct minio imports, per Phase 6a contract.

Tests: 1145 vitest passing (+ 50 new in
markdown-email-sanitization.test.ts, document-sends-validators.test.ts,
sales-email-config-validators.test.ts).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 03:38:47 +02:00

165 lines
5.1 KiB
TypeScript

'use client';
/**
* Client-detail multi-step "Send documents" dialog (Phase 7 §5.7).
*
* The client header action opens this dialog. The rep picks one of the
* client's interest-linked berths (to send a per-berth PDF) OR a brochure
* (defaults to the port default when unspecified). The actual send flow
* delegates to {@link SendDocumentDialog}; this wrapper is the picker.
*/
import { useState } from 'react';
import { useQuery } from '@tanstack/react-query';
import { FileText, Loader2, Mail } from 'lucide-react';
import { Button } from '@/components/ui/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { SendDocumentDialog } from '@/components/shared/send-document-dialog';
import { apiFetch } from '@/lib/api/client';
interface SendDocumentsDialogProps {
open: boolean;
onOpenChange: (open: boolean) => void;
clientId: string;
clientName: string;
/** When the rep is launching from a specific interest, pin it. */
interestId?: string;
}
interface BrochureOption {
id: string;
label: string;
isDefault: boolean;
archivedAt: string | null;
versionCount: number;
}
interface BrochuresResponse {
data: BrochureOption[];
}
export function SendDocumentsDialog({
open,
onOpenChange,
clientId,
clientName,
interestId,
}: SendDocumentsDialogProps) {
const [activeSend, setActiveSend] = useState<
| { kind: 'brochure'; brochureId?: string }
| { kind: 'berth_pdf'; berthId: string; mooring: string }
| null
>(null);
// Lightweight brochures fetch — only fires once dialog is opened.
const brochuresQuery = useQuery<BrochuresResponse>({
queryKey: ['brochures', 'list'],
queryFn: () => apiFetch('/api/v1/admin/brochures'),
enabled: open,
});
const usableBrochures =
brochuresQuery.data?.data.filter((b) => !b.archivedAt && b.versionCount > 0) ?? [];
return (
<>
<Dialog open={open && activeSend === null} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>Send documents to {clientName}</DialogTitle>
<DialogDescription>
Pick a brochure or open the berth detail page to send a per-berth spec sheet.
</DialogDescription>
</DialogHeader>
<div className="space-y-3">
<div>
<h3 className="mb-2 flex items-center gap-2 text-sm font-semibold">
<Mail className="h-4 w-4" /> Brochures
</h3>
{brochuresQuery.isLoading && (
<div className="flex items-center gap-2 text-sm text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" /> Loading brochures
</div>
)}
{!brochuresQuery.isLoading && usableBrochures.length === 0 && (
<p className="text-sm text-muted-foreground">
No brochures uploaded yet. Add one in /admin/brochures.
</p>
)}
<div className="space-y-2">
{usableBrochures.map((b) => (
<Button
key={b.id}
variant="outline"
className="w-full justify-between"
onClick={() => setActiveSend({ kind: 'brochure', brochureId: b.id })}
>
<span className="flex items-center gap-2">
<FileText className="h-4 w-4" />
{b.label}
{b.isDefault && (
<span className="rounded bg-primary/10 px-2 py-0.5 text-xs text-primary">
default
</span>
)}
</span>
<span className="text-xs text-muted-foreground">{b.versionCount} ver.</span>
</Button>
))}
</div>
</div>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)}>
Close
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{activeSend?.kind === 'brochure' && (
<SendDocumentDialog
open
onOpenChange={(o) => {
if (!o) {
setActiveSend(null);
onOpenChange(false);
}
}}
documentKind="brochure"
recipient={{ clientId, interestId }}
context={{ brochureId: activeSend.brochureId }}
title={`Send brochure to ${clientName}`}
onSent={() => setActiveSend(null)}
/>
)}
{activeSend?.kind === 'berth_pdf' && (
<SendDocumentDialog
open
onOpenChange={(o) => {
if (!o) {
setActiveSend(null);
onOpenChange(false);
}
}}
documentKind="berth_pdf"
recipient={{ clientId, interestId }}
context={{ berthId: activeSend.berthId }}
title={`Send berth ${activeSend.mooring} spec sheet`}
onSent={() => setActiveSend(null)}
/>
)}
</>
);
}