Package and individual mail sender, new report, and other changes

Co-authored-by: Copilot <copilot@github.com>

app/Services/AutoMailDispatcher.php

@@ -90,7 +90,24 @@ public function maybeQueue(Activity $activity, bool $sendFlag = true, array $opt
         // Ensure related names are available without extra queries
         $activity->loadMissing(['action', 'decision']);
 
+        // Ensure account is available on contract (needed for contract.account.* tokens)
+        if ($contract && ! $contract->relationLoaded('account')) {
+            $contract->load('account');
+        }
+
+        // Resolve the sending profile once — used both for signature tokens and as the actual sender.
+        // Prefer the profile explicitly requested via options, fall back to highest-priority active one.
+        $mailProfile = isset($options['mail_profile_id'])
+            ? MailProfile::query()->find($options['mail_profile_id'])
+            : null;
+        $mailProfile ??= MailProfile::query()
+            ->where('active', true)
+            ->orderBy('priority')
+            ->orderBy('id')
+            ->first();
+
         // Render content
+        $bodyText = isset($options['body_text']) ? (string) $options['body_text'] : '';
         $rendered = $this->renderer->render([
             'subject' => (string) $template->subject_template,
             'html' => (string) $template->html_template,
@@ -102,6 +119,8 @@ public function maybeQueue(Activity $activity, bool $sendFlag = true, array $opt
             'person' => $person,
             'activity' => $activity,
             'extra' => [],
+            'mail_profile' => $mailProfile,
+            'body_text' => $bodyText,
         ]);
 
         // Create the log and body
@@ -109,7 +128,7 @@ public function maybeQueue(Activity $activity, bool $sendFlag = true, array $opt
         $log->fill([
             'uuid' => (string) \Str::uuid(),
             'template_id' => $template->id,
-            'mail_profile_id' => optional(MailProfile::query()->where('active', true)->orderBy('priority')->orderBy('id')->first())->id,
+            'mail_profile_id' => $mailProfile?->id,
             'user_id' => auth()->id(),
             'to_email' => (string) ($recipients[0] ?? ''),
             'to_recipients' => $recipients,
@@ -149,7 +168,7 @@ public function maybeQueue(Activity $activity, bool $sendFlag = true, array $opt
 
         $log->body()->create([
             'body_html' => (string) ($rendered['html'] ?? ''),
-            'body_text' => (string) ($rendered['text'] ?? ''),
+            'body_text' => $bodyText !== '' ? $bodyText : (string) ($rendered['text'] ?? ''),
             'inline_css' => true,
         ]);
 

app/Services/ClientCaseDataService.php

@@ -40,7 +40,6 @@ public function getContracts(ClientCase $clientCase, ?int $segmentId = null): Co
             $query->forSegment($segmentId);
         }
 
-
         return $query->get();
     }
 
@@ -55,7 +54,7 @@ public function getActivities(
         int $perPage = 20
     ): LengthAwarePaginator {
         $query = $clientCase->activities()
-            ->with(['action', 'decision', 'contract:id,uuid,reference', 'user:id,name'])
+            ->with(['action', 'decision', 'contract:id,uuid,reference', 'user:id,name', 'emailLogs:id'])
             ->orderByDesc('created_at');
 
         if (! empty($segmentId)) {

app/Services/Contact/EmailSelector.php

@@ -0,0 +1,54 @@
+<?php
+
+namespace App\Services\Contact;
+
+use App\Models\Email;
+use App\Models\Person\Person;
+
+class EmailSelector
+{
+    /**
+     * Select the best email for a person following priority rules.
+     * Priority:
+     * 1) verified primary email that is active
+     * 2) primary email that is active
+     * 3) any active and valid email
+     * 4) first active email
+     *
+     * Returns an array shape: ['email' => ?Email, 'reason' => ?string]
+     */
+    public function selectForPerson(Person $person): array
+    {
+        $emails = Email::query()
+            ->where('person_id', $person->id)
+            ->where('is_active', true)
+            ->orderBy('is_primary', 'desc')
+            ->orderBy('id')
+            ->get();
+
+        if ($emails->isEmpty()) {
+            return ['email' => null, 'reason' => 'no_active_emails'];
+        }
+
+        // 1) verified primary
+        $email = $emails->first(fn (Email $e) => $e->is_primary && $e->verified_at !== null);
+        if ($email) {
+            return ['email' => $email, 'reason' => null];
+        }
+
+        // 2) primary (any verification)
+        $email = $emails->first(fn (Email $e) => $e->is_primary);
+        if ($email) {
+            return ['email' => $email, 'reason' => null];
+        }
+
+        // 3) valid (any)
+        $email = $emails->first(fn (Email $e) => $e->valid);
+        if ($email) {
+            return ['email' => $email, 'reason' => null];
+        }
+
+        // 4) first active
+        return ['email' => $emails->first(), 'reason' => null];
+    }
+}

app/Services/EmailTemplateRenderer.php

@@ -30,17 +30,41 @@ public function render(array $template, array $ctx): array
             return preg_replace_callback('/{{\s*([a-zA-Z0-9_.]+)\s*}}/', function ($m) use ($map) {
                 $key = $m[1];
 
+                // body_text is handled separately by applyBodyText(); preserve as literal
+                if ($key === 'body_text') {
+                    return $m[0];
+                }
+
                 return (string) data_get($map, $key, '');
             }, $input);
         };
 
+        $bodyText = isset($ctx['body_text']) ? (string) $ctx['body_text'] : '';
+
         return [
             'subject' => $replacer($template['subject']) ?? '',
-            'html' => $replacer($template['html'] ?? null) ?? null,
-            'text' => $replacer($template['text'] ?? null) ?? null,
+            'html' => $this->applyBodyText($replacer($template['html'] ?? null) ?? null, $bodyText, html: true),
+            'text' => $this->applyBodyText($replacer($template['text'] ?? null) ?? null, $bodyText, html: false),
         ];
     }
 
+    /**
+     * Substitute the literal {{body_text}} placeholder with the user-supplied body text.
+     * In HTML context the text is HTML-escaped and newlines are converted to <br>.
+     * In plain-text context the raw value is used.
+     */
+    public function applyBodyText(?string $content, string $bodyText, bool $html = true): ?string
+    {
+        if ($content === null) {
+            return null;
+        }
+        $replacement = $html
+            ? nl2br(htmlspecialchars($bodyText, ENT_QUOTES | ENT_SUBSTITUTE, 'UTF-8'))
+            : $bodyText;
+
+        return preg_replace('/{{\s*body_text\s*}}/', $replacement, $content);
+    }
+
     /**
      * @param  array{client?:Client, person?:Person, client_case?:ClientCase, contract?:Contract, activity?:Activity, extra?:array}  $ctx
      */
@@ -145,8 +169,11 @@ protected function buildMap(array $ctx): array
                 'id' => data_get($co, 'id'),
                 'uuid' => data_get($co, 'uuid'),
                 'reference' => data_get($co, 'reference'),
-                // Format amounts in EU style for emails
-                'amount' => $formatMoneyEu(data_get($co, 'amount')),
+                // Account amounts — sourced from the related Account model
+                'account' => [
+                    'balance_amount' => $formatMoneyEu(data_get($co, 'account.balance_amount')),
+                    'initial_amount' => $formatMoneyEu(data_get($co, 'account.initial_amount')),
+                ],
             ];
             $meta = data_get($co, 'meta');
             if (is_array($meta)) {
@@ -172,6 +199,12 @@ protected function buildMap(array $ctx): array
         if (! empty($ctx['extra']) && is_array($ctx['extra'])) {
             $out['extra'] = $ctx['extra'];
         }
+        if (isset($ctx['mail_profile'])) {
+            $mp = $ctx['mail_profile'];
+            $out['profile'] = [
+                'signature' => is_array($mp->signature) ? $mp->signature : [],
+            ];
+        }
 
         return $out;
     }