PSA/ee/docs/plans/inbound-email-provider-config-plan.md
Hermes 284313f908
Some checks are pending
Bidi Control Character Guard / bidi-control-guard (push) Waiting to run
Circular Dependency Check / Check for new circular dependencies (push) Waiting to run
Citus Migration Smoke / Combined migrations on single-node Citus (push) Waiting to run
E2E Fresh Install Tests / fresh-install-e2e (push) Waiting to run
ext-v2 guardrails / Run ext-v2 guard and ESLint (push) Waiting to run
Integration Tests / Check for relevant changes (push) Waiting to run
Integration Tests / ${{ (github.event_name == 'schedule' || github.event.inputs.suite == 'full') && 'Full integration suite' || 'Tier-1 integration subset' }} (push) Blocked by required conditions
Mobile checks / Mobile lint + typecheck (push) Waiting to run
Mobile checks / Mobile unit tests (push) Waiting to run
Mobile checks / Mobile dependency audit (report) (push) Waiting to run
Mobile checks / Mobile reproducibility checks (push) Waiting to run
Secrets guard (env backups) / Ensure no tracked env backup files (push) Waiting to run
Temporal Readiness / fast-readiness (push) Waiting to run
Temporal Readiness / docker-parity (push) Waiting to run
TypeScript Type Check / Nx affected typecheck (push) Waiting to run
Unit Tests / Skipped-test budget (push) Waiting to run
Unit Tests / Nx affected unit tests (push) Waiting to run
Unit Tests / Server unit coverage (informational) (push) Waiting to run
Validate Tenant Management Schema / Check for relevant changes (push) Waiting to run
Validate Tenant Management Schema / Validate Tenant Management Schema (push) Blocked by required conditions
EE Workflows Build Guard / ee-workflows-build-guard (push) Waiting to run
Initial import of AlgaPSA codebase from PSA server
Excluded: .git, node_modules, secrets/, compose.env, assemblyscript tgz

Source: /opt/alga-psa on psa.joliet.tech
2026-06-22 16:12:17 -05:00

1.5 KiB

Inbound Email Provider Configuration Enhancement

Organization

  • We need to reorganize the email configuration setup screen server/src/components/admin/EmailSettings.tsx
  • Instead of email provider configuration list, followed by manage ticket defaults beind a button, followed by instructions let's:
    • create a vertical set of tabs on the left, one is providers, the second is defaults
    • for defaults, we want to allow named defaults to be create and anything else in inbound ticket defaults
      • The different settings should be valid, so whan a board is selected, we show the corresponding statuses for that board, etc.
      • Use the Add Ticket Dialog as a reference: server/src/components/tickets/QuickAddTicket.tsx
    • for providers, we should have a substantially or completely similar setup screen to what we have now with a few small changes:
      • let's have a list of providers like we do now
      • this text is currently on the card: Auto-process: Enabled Max per sync: 50 Labels: INBOX, but the "auto-process" and "max per sync" are not real concepts in this system and should be removed
      • remove the corresponding "Max Emails Per Sync" from the google provider config screen
      • Each provider should allow us to select the tcket defaults for that provider
      • Ensure we have a a reference to the ticket defaults config from the provider in the db

Background Details

  • The inbound ticket defaults are stored here: inbound_ticket_defaults