Add scheduled invoice delivery

This commit is contained in:
2026-08-17 13:54:45 -04:00
parent 29589c1f32
commit 67ab6b78bd
26 changed files with 2099 additions and 835 deletions
+165 -315
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@@ -1,346 +1,196 @@
import { isValidTimeZone } from "@beenvoice/domain/time-zone";
import { and, eq } from "drizzle-orm";
import { TRPCError } from "@trpc/server";
import { z } from "zod";
import { Resend } from "resend";
import { createTRPCRouter, sessionProcedure } from "~/server/api/trpc";
import { invoices, platformSettings } from "~/server/db/schema";
import { eq } from "drizzle-orm";
import { env } from "~/env";
import { NOREPLY_EMAIL } from "~/lib/app-email";
import { getRequestOrigin } from "~/lib/app-url";
import { generateInvoicePDFBlob } from "~/lib/pdf-export";
import { generateInvoiceEmailTemplate } from "~/lib/email-templates";
import { createTRPCRouter, sessionProcedure } from "~/server/api/trpc";
import { backgroundJobs, invoices } from "~/server/db/schema";
import { enqueueJob, jobTypes } from "~/server/jobs/queue";
import { deliverInvoiceEmail } from "~/server/services/send-invoice-email";
function plainTextToHtml(value: string) {
return value
.replace(/&/g, "&")
.replace(/</g, "&lt;")
.replace(/>/g, "&gt;")
.replace(/"/g, "&quot;")
.replace(/'/g, "&#39;")
.replace(/\n/g, "<br>");
}
function normalizeEmailNoteHtml(value: string) {
const visibleText = value
.replace(/<br\s*\/?>/gi, "\n")
.replace(/<\/p>/gi, "\n")
.replace(/<[^>]*>/g, "")
.replace(/&nbsp;|\u00a0/g, " ")
.replace(/&amp;/g, "&")
.replace(/&lt;/g, "<")
.replace(/&gt;/g, ">")
.replace(/&quot;/g, '"')
.replace(/&#39;/g, "'")
.trim();
return visibleText ? value.trim() : "";
}
const emailOptionsSchema = z.object({
invoiceId: z.string().min(1),
customSubject: z.string().max(500).optional(),
customContent: z.string().max(50_000).optional(),
customMessage: z.string().max(10_000).optional(),
useHtml: z.boolean().default(false),
ccEmails: z.string().max(2_000).optional(),
bccEmails: z.string().max(2_000).optional(),
});
export const emailRouter = createTRPCRouter({
sendInvoice: sessionProcedure
.input(emailOptionsSchema)
.mutation(async ({ ctx, input }) =>
deliverInvoiceEmail({
...input,
actorUserId: ctx.session.user.id,
baseUrl: getRequestOrigin(ctx.headers),
}),
),
scheduleInvoice: sessionProcedure
.input(
z.object({
invoiceId: z.string(),
customSubject: z.string().optional(),
customContent: z.string().optional(),
customMessage: z.string().optional(),
useHtml: z.boolean().default(false),
ccEmails: z.string().optional(),
bccEmails: z.string().optional(),
emailOptionsSchema.extend({
scheduledAt: z.coerce.date(),
timeZone: z
.string()
.min(1)
.max(100)
.refine(isValidTimeZone, "Invalid time zone"),
}),
)
.mutation(async ({ ctx, input }) => {
// Fetch invoice with relations
const invoice = await ctx.db.query.invoices.findFirst({
where: eq(invoices.id, input.invoiceId),
with: {
client: true,
business: true,
items: true,
},
where: and(
eq(invoices.id, input.invoiceId),
eq(invoices.createdById, ctx.session.user.id),
),
with: { client: true, items: true },
});
if (!invoice) {
throw new Error("Invoice not found");
}
// Check if invoice belongs to the current user
if (invoice.createdById !== ctx.session.user.id) {
throw new Error("Unauthorized");
}
if (!invoice)
throw new TRPCError({
code: "NOT_FOUND",
message: "Invoice not found",
});
if (!invoice.client?.email) {
throw new Error("Client has no email address");
throw new TRPCError({
code: "BAD_REQUEST",
message: "Client has no email address",
});
}
if (!/^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(invoice.client.email)) {
throw new TRPCError({
code: "BAD_REQUEST",
message: "Invalid client email address format",
});
}
if (!invoice.items.length) {
throw new Error("Add at least one line item before sending this invoice");
}
// Validate email format
const emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
if (!emailRegex.test(invoice.client.email)) {
throw new Error("Invalid client email address format");
}
// Generate PDF for attachment
let pdfBuffer: Buffer;
try {
const settings = await ctx.db.query.platformSettings.findFirst({
where: eq(platformSettings.id, "global"),
throw new TRPCError({
code: "BAD_REQUEST",
message: "Add at least one line item before sending this invoice",
});
const pdfBlob = await generateInvoicePDFBlob(
invoice,
{
pdfTemplate: settings?.pdfTemplate as
| "classic"
| "minimal"
| undefined,
pdfAccentColor: settings?.pdfAccentColor,
pdfFontFamily: settings?.pdfFontFamily as
| "sans"
| "serif"
| "mono"
| undefined,
pdfNumericFontFamily: settings?.pdfNumericFontFamily as
| "sans"
| "serif"
| "mono"
| undefined,
pdfFooterText: settings?.pdfFooterText,
pdfShowLogo: settings?.pdfShowLogo,
pdfShowPageNumbers: settings?.pdfShowPageNumbers,
},
{ logoBaseUrl: getRequestOrigin(ctx.headers) },
);
pdfBuffer = Buffer.from(await pdfBlob.arrayBuffer());
// Validate PDF was generated successfully
if (pdfBuffer.length === 0) {
throw new Error("Generated PDF is empty");
}
} catch (pdfError) {
console.error("PDF generation error:", pdfError);
// Re-throw the original error with more context
if (pdfError instanceof Error) {
throw new Error(
`Failed to generate invoice PDF for attachment: ${pdfError.message}`,
);
}
throw new Error("Failed to generate invoice PDF for attachment");
}
// Create email content
const subject =
input.customSubject ??
`Invoice ${invoice.invoiceNumber} from ${invoice.business ? `${invoice.business.name}${invoice.business.nickname ? ` (${invoice.business.nickname})` : ""}` : "Your Business"}`;
const userName =
invoice.business?.emailFromName ??
invoice.business?.name ??
ctx.session.user?.name ??
"Your Name";
const userEmail =
invoice.business?.email ?? ctx.session.user?.email ?? "";
const customMessage =
input.customMessage !== undefined
? normalizeEmailNoteHtml(input.customMessage)
: invoice.emailMessage
? plainTextToHtml(invoice.emailMessage)
: undefined;
// Generate branded email template
const emailTemplate = generateInvoiceEmailTemplate({
invoice: {
invoiceNumber: invoice.invoiceNumber,
issueDate: invoice.issueDate,
dueDate: invoice.dueDate,
status: invoice.status,
totalAmount: invoice.totalAmount,
taxRate: invoice.taxRate,
currency: invoice.currency,
client: {
name: invoice.client.name,
email: invoice.client.email,
},
business: invoice.business,
items: invoice.items,
if (input.scheduledAt.getTime() < Date.now() + 60_000) {
throw new TRPCError({
code: "BAD_REQUEST",
message: "Choose a send time at least one minute in the future",
});
}
if (
invoice.scheduledSendJobId &&
invoice.scheduledSendStatus === "processing"
) {
throw new TRPCError({
code: "CONFLICT",
message: "This invoice is already being sent",
});
}
const idempotencyKey = `${jobTypes.sendInvoice}:${invoice.id}:${input.scheduledAt.toISOString()}:${crypto.randomUUID()}`;
const job = await enqueueJob({
type: jobTypes.sendInvoice,
idempotencyKey,
runAt: input.scheduledAt,
payload: {
invoiceId: invoice.id,
actorUserId: ctx.session.user.id,
customSubject: input.customSubject,
customContent: input.customContent,
customMessage: input.customMessage,
useHtml: input.useHtml,
ccEmails: input.ccEmails,
bccEmails: input.bccEmails,
timeZone: input.timeZone,
},
customContent: input.customContent,
customMessage,
userName,
userEmail,
baseUrl: getRequestOrigin(ctx.headers),
});
// Determine Resend instance and email configuration to use
let resendInstance: Resend;
let fromEmail: string;
// Check if business has custom Resend configuration
if (invoice.business?.resendApiKey && invoice.business?.resendDomain) {
// Use business's custom Resend setup
resendInstance = new Resend(invoice.business.resendApiKey);
const fromName =
invoice.business.emailFromName ??
(invoice.business.nickname
? `${invoice.business.name} (${invoice.business.nickname})`
: invoice.business.name) ??
userName;
fromEmail = `${fromName} <noreply@${invoice.business.resendDomain}>`;
} else if (env.RESEND_API_KEY && env.RESEND_DOMAIN) {
// Use system Resend configuration
resendInstance = new Resend(env.RESEND_API_KEY);
fromEmail = `noreply@${env.RESEND_DOMAIN}`;
} else if (env.RESEND_API_KEY) {
resendInstance = new Resend(env.RESEND_API_KEY);
fromEmail = invoice.business?.email ?? NOREPLY_EMAIL;
} else {
throw new Error(
"Email delivery is not configured. Add a Resend API key globally or on this business.",
);
}
// Prepare CC and BCC lists
const ccEmails: string[] = [];
const bccEmails: string[] = [];
// Parse CC emails from input
if (input.ccEmails) {
const ccList = input.ccEmails
.split(",")
.map((email) => email.trim())
.filter((email) => email);
for (const email of ccList) {
if (emailRegex.test(email)) {
ccEmails.push(email);
}
}
}
// Parse BCC emails from input
if (input.bccEmails) {
const bccList = input.bccEmails
.split(",")
.map((email) => email.trim())
.filter((email) => email);
for (const email of bccList) {
if (emailRegex.test(email)) {
bccEmails.push(email);
}
}
}
// Include business email in CC if it exists and is different from sender
if (invoice.business?.email && invoice.business.email !== fromEmail) {
// Validate business email format before adding to CC
if (emailRegex.test(invoice.business.email)) {
ccEmails.push(invoice.business.email);
}
}
// Send email with Resend
let emailResult;
try {
// Send HTML email with plain text fallback
emailResult = await resendInstance.emails.send({
from: fromEmail,
to: [invoice.client?.email ?? ""],
cc: ccEmails.length > 0 ? ccEmails : undefined,
bcc: bccEmails.length > 0 ? bccEmails : undefined,
subject: subject,
html: emailTemplate.html,
text: emailTemplate.text,
headers: {
"X-Priority": "3",
"X-MSMail-Priority": "Normal",
"X-Mailer": "beenvoice",
"MIME-Version": "1.0",
},
attachments: [
{
filename: `invoice-${invoice.invoiceNumber}.pdf`,
content: pdfBuffer,
},
],
if (!job) {
throw new TRPCError({
code: "CONFLICT",
message: "Unable to schedule invoice",
});
} catch {
throw new Error(
"Email service is currently unavailable. Please try again later.",
);
}
// Enhanced error checking
if (emailResult.error) {
const errorMsg = emailResult.error.message?.toLowerCase() ?? "";
// Provide more specific error messages based on error type
await ctx.db.transaction(async (tx) => {
if (
errorMsg.includes("invalid email") ||
errorMsg.includes("invalid recipient")
invoice.scheduledSendJobId &&
invoice.scheduledSendStatus === "pending"
) {
throw new Error("Invalid recipient email address");
} else if (
errorMsg.includes("domain") ||
errorMsg.includes("not verified")
) {
throw new Error(
"Email domain not verified. Please configure your Resend domain in business settings.",
);
} else if (
errorMsg.includes("rate limit") ||
errorMsg.includes("too many")
) {
throw new Error("Rate limit exceeded. Please try again later.");
} else if (
errorMsg.includes("api key") ||
errorMsg.includes("unauthorized")
) {
throw new Error(
"Email service configuration error. Please check your Resend API key.",
);
} else if (
errorMsg.includes("attachment") ||
errorMsg.includes("file size")
) {
throw new Error("Invoice PDF is too large to send via email.");
} else {
throw new Error(
`Email delivery failed: ${emailResult.error.message ?? "Unknown error"}`,
);
await tx
.update(backgroundJobs)
.set({ status: "cancelled", updatedAt: new Date() })
.where(
and(
eq(backgroundJobs.id, invoice.scheduledSendJobId),
eq(backgroundJobs.status, "pending"),
),
);
}
}
if (!emailResult.data?.id) {
throw new Error(
"Email was not sent successfully - no delivery ID received",
);
}
// Update invoice status to "sent" if it was draft
if (invoice.status === "draft") {
try {
await ctx.db
.update(invoices)
.set({
status: "sent",
updatedAt: new Date(),
})
.where(eq(invoices.id, input.invoiceId));
} catch {
// Don't throw here - email was sent successfully, status update is secondary
}
}
await tx
.update(invoices)
.set({
scheduledSendAt: input.scheduledAt,
scheduledSendTimeZone: input.timeZone,
scheduledSendJobId: job.id,
scheduledSendStatus: "pending",
updatedAt: new Date(),
})
.where(eq(invoices.id, invoice.id));
});
return {
success: true,
emailId: emailResult.data.id,
message: `Invoice sent successfully to ${invoice.client?.email ?? "client"}${ccEmails.length > 0 ? ` (CC: ${ccEmails.join(", ")})` : ""}${bccEmails.length > 0 ? ` (BCC: ${bccEmails.join(", ")})` : ""}`,
deliveryDetails: {
to: invoice.client?.email ?? "",
cc: ccEmails,
bcc: bccEmails,
sentAt: new Date().toISOString(),
},
jobId: job.id,
scheduledAt: input.scheduledAt.toISOString(),
timeZone: input.timeZone,
};
}),
cancelScheduledInvoice: sessionProcedure
.input(z.object({ invoiceId: z.string().min(1) }))
.mutation(async ({ ctx, input }) => {
const invoice = await ctx.db.query.invoices.findFirst({
where: and(
eq(invoices.id, input.invoiceId),
eq(invoices.createdById, ctx.session.user.id),
),
});
if (!invoice)
throw new TRPCError({
code: "NOT_FOUND",
message: "Invoice not found",
});
if (
!invoice.scheduledSendJobId ||
invoice.scheduledSendStatus !== "pending"
) {
throw new TRPCError({
code: "CONFLICT",
message: "This scheduled send can no longer be cancelled",
});
}
const cancelled = await ctx.db
.update(backgroundJobs)
.set({ status: "cancelled", updatedAt: new Date() })
.where(
and(
eq(backgroundJobs.id, invoice.scheduledSendJobId),
eq(backgroundJobs.status, "pending"),
),
)
.returning({ id: backgroundJobs.id });
if (!cancelled.length) {
throw new TRPCError({
code: "CONFLICT",
message: "The worker has already started sending this invoice",
});
}
await ctx.db
.update(invoices)
.set({ scheduledSendStatus: "cancelled", updatedAt: new Date() })
.where(eq(invoices.id, invoice.id));
return { success: true };
}),
});