Enhance Email Messaging Components with Recipients Management and UI Improvements

- Introduced ObjectChildCards component to manage recipients in the NewEmailMessage and EmailMessageInfo components, allowing for better organization and display of recipient information.
- Updated EmailMessageInfo to include a collapsible section for recipients, enhancing user experience by providing clear visibility of recipient details.
- Refactored email recipient handling in NewEmailMessage to utilize candidatesToRecipients for improved recipient management and validation.
- Enhanced EmailSendButton to accommodate the new recipients structure, ensuring proper data flow and functionality.
- Improved utility functions for email recipient resolution, streamlining the process of fetching and managing recipient data.

src/codemirror/fcTemplateLang/index.js

@@ -20,7 +20,8 @@ import { parser as ejsParser } from './ejs.parser.js'
 import {
   fcTemplateElements,
   fcTemplateAttributes,
-  getFcTemplateHelpers
+  getFcTemplateHelpers,
+  placeholderCompletionSource
 } from './schema.js'
 import { normalizeTypedScope } from '../javascriptLang/typedScope.js'
 
@@ -140,6 +141,7 @@ export function fcTemplateLang(options = {}) {
   } = options
   const jsScope = buildJsScope(autoCompleteObject, templateType)
   const completeResources = resourceCompletionSource(resourceNames)
+  const completePlaceholders = placeholderCompletionSource()
 
   return new LanguageSupport(fcTemplateLanguage, [
     xmlLanguage.data.of({
@@ -149,6 +151,8 @@ export function fcTemplateLang(options = {}) {
       )
     }),
     xmlLanguage.data.of({ autocomplete: completeResources }),
+    xmlLanguage.data.of({ autocomplete: completePlaceholders }),
+    fcTemplateLanguage.data.of({ autocomplete: completePlaceholders }),
     javascriptLanguage.data.of({ autocomplete: completeResources }),
     autoCloseTags,
     ...javascriptCompletionSupport(jsScope)

src/components/Dashboard/Management/EmailMessages/EmailMessageInfo.jsx

@@ -8,8 +8,10 @@ import useCollapseState from '../../hooks/useCollapseState.jsx'
 import NotesPanel from '../../common/NotesPanel.jsx'
 import InfoCollapse from '../../common/InfoCollapse.jsx'
 import ObjectInfo from '../../common/ObjectInfo.jsx'
+import ObjectProperty from '../../common/ObjectProperty.jsx'
 import ViewButton from '../../common/ViewButton.jsx'
 import InfoCircleIcon from '../../../Icons/InfoCircleIcon.jsx'
+import EmailMessageIcon from '../../../Icons/EmailMessageIcon.jsx'
 import NoteIcon from '../../../Icons/NoteIcon.jsx'
 import AuditLogIcon from '../../../Icons/AuditLogIcon.jsx'
 import ObjectForm from '../../common/ObjectForm.jsx'
@@ -21,7 +23,7 @@ import ObjectTable from '../../common/ObjectTable.jsx'
 import InfoCollapsePlaceholder from '../../common/InfoCollapsePlaceholder.jsx'
 import InfoActionButtons from '../../common/InfoActionButtons.jsx'
 import UserNotifierToggle from '../../common/UserNotifierToggle.jsx'
-import { getModelByName } from '../../../../database/ObjectModels.js'
+import { getModelByName, getModelProperty } from '../../../../database/ObjectModels.js'
 import ScrollBox from '../../common/ScrollBox.jsx'
 import TemplatePreview from '../../common/TemplatePreview.jsx'
 
@@ -38,6 +40,7 @@ const EmailMessageInfo = () => {
     'EmailMessageInfo',
     {
       info: true,
+      recipients: true,
       notes: true,
       auditLogs: false
     }
@@ -87,6 +90,7 @@ const EmailMessageInfo = () => {
                 disabled={objectFormState.loading}
                 items={[
                   { key: 'info', label: 'Email Message Information' },
+                  { key: 'recipients', label: 'Recipients' },
                   { key: 'notes', label: 'Notes' },
                   { key: 'auditLogs', label: 'Audit Logs' }
                 ]}
@@ -141,10 +145,28 @@ const EmailMessageInfo = () => {
                       objectData={objectData}
                       labelWidth='190px'
                       visibleProperties={{
-                        content: false
+                        content: false,
+                        recipients: false
                       }}
                     />
                   </InfoCollapse>
+                  <InfoCollapse
+                    title='Recipients'
+                    icon={<EmailMessageIcon />}
+                    active={collapseState.recipients}
+                    onToggle={(expanded) =>
+                      updateCollapseState('recipients', expanded)
+                    }
+                    collapseKey='recipients'
+                  >
+                    <ObjectProperty
+                      {...getModelProperty('emailMessage', 'recipients')}
+                      isEditing={isEditing}
+                      objectData={objectData}
+                      loading={loading}
+                      size='medium'
+                    />
+                  </InfoCollapse>
                   <InfoCollapse
                     title='Email Message Content'
                     icon={<InfoCircleIcon />}

src/components/Dashboard/Management/EmailMessages/NewEmailMessage.jsx

@@ -7,23 +7,21 @@ import {
   useRef,
   useState
 } from 'react'
-import { Modal } from 'antd'
+import { Form, Modal } from 'antd'
 import ObjectInfo from '../../common/ObjectInfo'
+import ObjectChildCards from '../../common/ObjectChildCards'
 import NewObjectForm from '../../common/NewObjectForm'
 import WizardView from '../../common/WizardView'
 import TemplatePreview from '../../common/TemplatePreview'
 import ProgressDisplay from '../../common/ProgressDisplay'
 import { ApiServerContext } from '../../context/ApiServerContext'
-import { resolveEmailRecipientsForObjects } from '../../utils/emailRecipients'
+import {
+  candidatesToRecipients,
+  getReferenceId,
+  resolveEmailRecipientsForObjects
+} from '../../utils/emailRecipients'
 import { toTemplateObjectData } from '../../utils/templateObjectData'
 
-const progressByState = {
-  queued: 10,
-  rendering: 35,
-  sending: 70,
-  sent: 100,
-  error: 100
-}
 const EMPTY_RECIPIENT_CANDIDATES = []
 const EMPTY_DEFAULT_VALUES = {}
 
@@ -40,20 +38,49 @@ const EmailWizardContent = ({
 }) => {
   const { fetchObject } = useContext(ApiServerContext)
   const [candidates, setCandidates] = useState(defaultCandidates)
+  const [recipientIndex, setRecipientIndex] = useState(0)
+  const recipients = Array.isArray(objectData?.recipients)
+    ? objectData.recipients
+    : []
+  const currentRecipient = recipients[recipientIndex] || null
+  const previewObject = useMemo(() => {
+    const selected = currentRecipient?.object
+    const selectedId = getReferenceId(selected)
+    const objects = Array.isArray(objectData?.objects) ? objectData.objects : []
+    if (selectedId) {
+      const match = objects.find((item) => getReferenceId(item) === selectedId)
+      if (match && typeof match === 'object' && !Array.isArray(match)) {
+        return match
+      }
+    }
+    if (selected && typeof selected === 'object' && !Array.isArray(selected)) {
+      return selected
+    }
+    return null
+  }, [currentRecipient?.object, objectData?.objects])
+
+  const relatedObjects = Array.isArray(objectData?.objects)
+    ? objectData.objects
+    : objectData?.object
+      ? [objectData.object]
+      : []
+  const objectIdsKey = relatedObjects
+    .map((item) => getReferenceId(item))
+    .filter(Boolean)
+    .join('|')
+  const relatedObjectsRef = useRef(relatedObjects)
+  relatedObjectsRef.current = relatedObjects
 
   useEffect(() => {
-    if (defaultCandidates.length) {
+    const objects = relatedObjectsRef.current
-      setCandidates(defaultCandidates)
+    if (!objects.length) {
-      return
+      setCandidates([])
+      return undefined
     }
     let cancelled = false
     resolveEmailRecipientsForObjects({
       type: objectData?.objectType,
-      objects: Array.isArray(objectData?.objects)
+      objects,
-        ? objectData.objects
-        : objectData?.object
-          ? [objectData.object]
-          : [],
       fetchObject
     }).then((result) => {
       if (!cancelled) setCandidates(result)
@@ -61,13 +88,7 @@ const EmailWizardContent = ({
     return () => {
       cancelled = true
     }
-  }, [
+  }, [fetchObject, objectData?.objectType, objectIdsKey])
-    defaultCandidates,
-    fetchObject,
-    objectData?.object,
-    objectData?.objects,
-    objectData?.objectType
-  ])
 
   useEffect(() => {
     setObjectData((previous) => ({
@@ -76,6 +97,23 @@ const EmailWizardContent = ({
     }))
   }, [candidates, setObjectData])
 
+  useEffect(() => {
+    const nextRecipients = candidatesToRecipients(candidates)
+    form.setFieldsValue({ recipients: nextRecipients })
+    setRecipientIndex((index) => (index < nextRecipients.length ? index : 0))
+    setObjectData((previous) => ({
+      ...previous,
+      recipients: nextRecipients
+    }))
+  }, [candidates, form, setObjectData])
+
+  useEffect(() => {
+    setObjectData((previous) => {
+      if (previous?.currentRecipient === currentRecipient) return previous
+      return { ...previous, currentRecipient }
+    })
+  }, [currentRecipient, setObjectData])
+
   useEffect(() => {
     const currentAccount = objectData?.emailAccount
     const account =
@@ -91,18 +129,6 @@ const EmailWizardContent = ({
     }))
   }, [accounts, form, objectData?.emailAccount, setObjectData])
 
-  useEffect(() => {
-    if (!candidates.length || objectData?.recipientEmail) return
-    const candidate = candidates[0]
-    const values = {
-      recipientEmail: candidate.email,
-      recipientType: candidate.recipientType,
-      recipient: candidate.recipient
-    }
-    form.setFieldsValue(values)
-    setObjectData((previous) => ({ ...previous, ...values }))
-  }, [candidates, form, objectData?.recipientEmail, setObjectData])
-
   return (
     <WizardView
       steps={[
@@ -110,32 +136,60 @@ const EmailWizardContent = ({
           title: 'Required',
           key: 'required',
           content: (
-            <ObjectInfo
+            <div>
-              type='emailMessage'
+              <ObjectInfo
-              column={1}
+                type='emailMessage'
-              visibleProperties={{
+                column={1}
-                name: true,
+                visibleProperties={{
-                objectType: true,
+                  name: true,
-                objects: true,
+                  objectType: true,
-                emailTemplate: true,
+                  objects: true,
-                emailAccount: true,
+                  emailTemplate: true,
-                recipientEmail: true,
+                  emailAccount: true,
-                recipientType: true,
+                  fromEmail: true
-                recipient: true,
+                }}
-                fromEmail: true
+                bordered={false}
-              }}
+                labelWidth={115}
-              bordered={false}
+                isEditing
-              labelWidth={115}
+                objectData={objectData}
-              isEditing
+              />
-              objectData={objectData}
+              <Form.Item
-            />
+                name='recipients'
+                rules={[
+                  {
+                    type: 'array',
+                    min: 1,
+                    message: 'At least one recipient is required'
+                  }
+                ]}
+                style={{ marginBottom: 0, marginTop: 16 }}
+              >
+                <ObjectChildCards
+                  type='emailMessage'
+                  name='recipients'
+                  objectData={objectData}
+                  isEditing
+                  selectedIndex={recipientIndex}
+                  onSelectedIndexChange={setRecipientIndex}
+                  visibleProperties={{
+                    object: true,
+                    recipientEmail: true,
+                    recipientType: true,
+                    recipient: true
+                  }}
+                  emptyText='No recipients available'
+                />
+              </Form.Item>
+            </div>
           )
         }
       ]}
       submitText='Send'
       title='Send Email'
       formValid={
-        formValid && Boolean(objectData?.recipientEmail) && accounts.length > 0
+        formValid &&
+        recipients.some((recipient) => recipient?.recipientEmail) &&
+        accounts.length > 0
       }
       loading={submitLoading}
       sideBarGrow
@@ -148,7 +202,9 @@ const EmailWizardContent = ({
           }}
         >
           <TemplatePreview
-            objectData={toTemplateObjectData(objectData?.objects)}
+            objectData={toTemplateObjectData(
+              previewObject ? [previewObject] : []
+            )}
             template={objectData?.emailTemplate}
             templateType='emailTemplate'
             capabilities={{
@@ -198,10 +254,7 @@ const NewEmailMessage = ({
   const fetchedMessageIdRef = useRef(null)
   fetchObjectRef.current = fetchObject
   fetchObjectsRef.current = fetchObjects
-  const initialValues = useMemo(
+  const initialValues = useMemo(() => ({ ...defaultValues }), [defaultValues])
-    () => ({ read: false, ...defaultValues }),
-    [defaultValues]
-  )
 
   const loadAccounts = useCallback(async () => {
     const result = await fetchObjectsRef.current('emailAccount', {
@@ -303,7 +356,9 @@ const NewEmailMessage = ({
         getContainer={() => document.body}
       >
         <ProgressDisplay
-          percent={progressByState[sendingMessage?.state?.type] || 0}
+          percent={Math.round(
+            (Number(sendingMessage?.state?.progress) || 0) * 100
+          )}
           status={
             sendingMessage?.state?.type === 'error' ? 'exception' : 'active'
           }

src/components/Dashboard/common/EmailSendButton.jsx

@@ -15,7 +15,7 @@ import MailIcon from '../../Icons/MailIcon'
 import EmailTemplateIcon from '../../Icons/EmailTemplateIcon'
 import NewEmailMessage from '../Management/EmailMessages/NewEmailMessage'
 import {
-  getDefaultEmailRecipient,
+  candidatesToRecipients,
   resolveEmailRecipients,
   resolveEmailRecipientsForObjects
 } from '../utils/emailRecipients'
@@ -225,8 +225,8 @@ const EmailSendButton = ({
     ]
   }, [handleTemplateSelect, templates])
 
-  const defaultRecipient = useMemo(
+  const defaultRecipients = useMemo(
-    () => getDefaultEmailRecipient(recipients),
+    () => candidatesToRecipients(recipients),
     [recipients]
   )
 
@@ -271,7 +271,7 @@ const EmailSendButton = ({
             objectType: type,
             objects: selectedObjects,
             emailTemplate: selectedTemplate,
-            ...defaultRecipient
+            recipients: defaultRecipients
           }}
           recipientCandidates={recipients}
         />

src/components/Dashboard/common/ObjectChildCards.jsx

@@ -0,0 +1,242 @@
+import { useCallback, useEffect, useMemo, useState } from 'react'
+import PropTypes from 'prop-types'
+import { Button, Card, Flex, Space, Typography } from 'antd'
+import ObjectInfo from './ObjectInfo'
+import ChevronLeftIcon from '../../Icons/ChevronLeftIcon'
+import ChevronRightIcon from '../../Icons/ChevronRightIcon'
+import { getModelProperty } from '../../../database/ObjectModels'
+
+const { Text } = Typography
+
+const resolveChangeValue = (val, type) => {
+  if (type === 'bool') return val
+  if (val?.target && typeof val.target === 'object') {
+    return val.target.value
+  }
+  return val
+}
+
+const ObjectChildCards = ({
+  name,
+  type,
+  label,
+  properties: propertiesOverride,
+  columns: columnsOverride,
+  visibleProperties = {},
+  objectData = null,
+  parentData = null,
+  value,
+  isEditing = false,
+  onChange,
+  selectedIndex,
+  onSelectedIndexChange,
+  emptyText = 'No items',
+  bordered = false,
+  labelWidth = 115,
+  column = 1,
+  ...cardProps
+}) => {
+  const childProperty = useMemo(() => {
+    if (!type || !name) return null
+    return getModelProperty(type, name)
+  }, [name, type])
+
+  const properties = useMemo(() => {
+    if (Array.isArray(propertiesOverride) && propertiesOverride.length) {
+      return propertiesOverride
+    }
+    return Array.isArray(childProperty?.properties)
+      ? childProperty.properties
+      : []
+  }, [childProperty, propertiesOverride])
+
+  const propertyDefinitions = useMemo(() => {
+    const columnNames =
+      Array.isArray(columnsOverride) && columnsOverride.length
+        ? columnsOverride
+        : Array.isArray(childProperty?.columns)
+          ? childProperty.columns
+          : []
+
+    if (!columnNames.length) return properties
+
+    const propertyMap = new Map(
+      properties.map((property) => [property.name, property])
+    )
+    return columnNames
+      .map((columnName) => propertyMap.get(columnName))
+      .filter(Boolean)
+  }, [childProperty, columnsOverride, properties])
+
+  const items = useMemo(() => {
+    if (Array.isArray(value)) return value
+    if (name && Array.isArray(objectData?.[name])) return objectData[name]
+    return []
+  }, [name, objectData, value])
+
+  const [internalIndex, setInternalIndex] = useState(0)
+  const isControlled = typeof onSelectedIndexChange === 'function'
+  const currentIndex = isControlled ? (selectedIndex ?? 0) : internalIndex
+
+  const setCurrentIndex = useCallback(
+    (nextIndex) => {
+      if (isControlled) {
+        onSelectedIndexChange(nextIndex)
+        return
+      }
+      setInternalIndex(nextIndex)
+    },
+    [isControlled, onSelectedIndexChange]
+  )
+
+  useEffect(() => {
+    if (!items.length) {
+      if (currentIndex !== 0) setCurrentIndex(0)
+      return
+    }
+    if (currentIndex > items.length - 1) {
+      setCurrentIndex(items.length - 1)
+    }
+    if (currentIndex < 0) {
+      setCurrentIndex(0)
+    }
+  }, [currentIndex, items.length, setCurrentIndex])
+
+  const currentRecord = items[currentIndex] || null
+
+  const handleStep = useCallback(
+    (delta) => {
+      const nextIndex = currentIndex + delta
+      if (nextIndex < 0 || nextIndex > items.length - 1) return
+      setCurrentIndex(nextIndex)
+    },
+    [currentIndex, items.length, setCurrentIndex]
+  )
+
+  const propertyMap = useMemo(() => {
+    const map = new Map()
+    properties.forEach((property) => {
+      if (property?.name) map.set(property.name, property)
+    })
+    return map
+  }, [properties])
+
+  const handlePropertyChange = useCallback(
+    (propName, newVal) => {
+      const property = propertyMap.get(propName)
+      const resolved = resolveChangeValue(newVal, property?.type)
+      const parent = parentData || objectData
+      const nextItems = items.map((item, index) => {
+        if (index !== currentIndex) return item
+        const updated = { ...item, [propName]: resolved }
+        properties.forEach((childProperty) => {
+          if (
+            childProperty?.name === propName ||
+            typeof childProperty?.value !== 'function'
+          ) {
+            return
+          }
+          const computed = childProperty.value(updated, parent)
+          if (computed !== undefined) {
+            updated[childProperty.name] = computed
+          }
+        })
+        return updated
+      })
+      onChange?.(nextItems)
+    },
+    [
+      currentIndex,
+      items,
+      objectData,
+      onChange,
+      parentData,
+      properties,
+      propertyMap
+    ]
+  )
+
+  const title = label || childProperty?.label || name || 'Items'
+  const countLabel = items.length
+    ? `${currentIndex + 1}/${items.length}`
+    : '0/0'
+
+  return (
+    <Card
+      size='small'
+      title={
+        <Flex align='center' justify='space-between' gap='small'>
+          <Text>
+            {title} ({countLabel})
+          </Text>
+        </Flex>
+      }
+      extra={
+        <Space.Compact size='small' style={{ height: '22px' }}>
+          <Button
+            type='text'
+            icon={
+              <ChevronLeftIcon
+                style={{ fontSize: '10px', marginBottom: '6px' }}
+              />
+            }
+            onClick={() => handleStep(-1)}
+            style={{ padding: 0, height: '22px', width: '32px' }}
+            disabled={!items.length || currentIndex <= 0}
+          />
+          <Button
+            type='text'
+            icon={
+              <ChevronRightIcon
+                style={{ fontSize: '10px', marginBottom: '6px' }}
+              />
+            }
+            onClick={() => handleStep(1)}
+            style={{ padding: 0, height: '22px', width: '32px' }}
+            disabled={!items.length || currentIndex >= items.length - 1}
+          />
+        </Space.Compact>
+      }
+      styles={{ header: { padding: '0px 8px 0px 12px' } }}
+      {...cardProps}
+    >
+      {currentRecord ? (
+        <ObjectInfo
+          propertyDefinitions={propertyDefinitions}
+          objectData={currentRecord}
+          parentData={parentData || objectData}
+          isEditing={isEditing}
+          onPropertyChange={isEditing ? handlePropertyChange : undefined}
+          visibleProperties={visibleProperties}
+          column={column}
+          bordered={bordered}
+          labelWidth={labelWidth}
+        />
+      ) : (
+        <Text type='secondary'>{emptyText}</Text>
+      )}
+    </Card>
+  )
+}
+
+ObjectChildCards.propTypes = {
+  name: PropTypes.string,
+  type: PropTypes.string,
+  label: PropTypes.string,
+  properties: PropTypes.array,
+  columns: PropTypes.array,
+  visibleProperties: PropTypes.object,
+  objectData: PropTypes.object,
+  parentData: PropTypes.object,
+  value: PropTypes.array,
+  isEditing: PropTypes.bool,
+  onChange: PropTypes.func,
+  selectedIndex: PropTypes.number,
+  onSelectedIndexChange: PropTypes.func,
+  emptyText: PropTypes.string,
+  bordered: PropTypes.bool,
+  labelWidth: PropTypes.oneOfType([PropTypes.string, PropTypes.number]),
+  column: PropTypes.oneOfType([PropTypes.number, PropTypes.object])
+}
+
+export default ObjectChildCards

src/components/Dashboard/utils/emailRecipients.js

@@ -5,7 +5,7 @@ const normalizeType = (type) =>
     ? `${type.charAt(0).toLowerCase()}${type.slice(1)}`
     : type
 
-const getReferenceId = (value) => {
+export const getReferenceId = (value) => {
   if (typeof value === 'string') return value
   return value?._id?._id || value?._id || null
 }
@@ -14,7 +14,7 @@ const addCandidate = (candidates, candidate) => {
   if (!candidate?.email) return
   const key = `${candidate.email.toLowerCase()}:${candidate.recipientType || ''}:${
     getReferenceId(candidate.recipient) || ''
-  }`
+  }:${getReferenceId(candidate.object) || ''}`
   if (!candidates.some((entry) => entry.key === key)) {
     candidates.push({ ...candidate, key })
   }
@@ -40,7 +40,8 @@ export const resolveEmailRecipients = async ({
       addCandidate(candidates, {
         email: value.trim(),
         label: `${property.label || property.name}: ${value.trim()}`,
-        property: property.name
+        property: property.name,
+        object: objectData
       })
       continue
     }
@@ -71,7 +72,8 @@ export const resolveEmailRecipients = async ({
         }`,
         property: property.name,
         recipientType: resolvedType,
-        recipient
+        recipient,
+        object: objectData
       })
     }
   }
@@ -79,6 +81,15 @@ export const resolveEmailRecipients = async ({
   return candidates
 }
 
+const hydrateObject = async (item, type, fetchObject) => {
+  if (item && typeof item === 'object' && !Array.isArray(item)) {
+    return item
+  }
+  const id = getReferenceId(item)
+  if (!id || !type || typeof fetchObject !== 'function') return null
+  return fetchObject(id, type)
+}
+
 export const resolveEmailRecipientsForObjects = async ({
   type,
   objects,
@@ -86,40 +97,53 @@ export const resolveEmailRecipientsForObjects = async ({
 }) => {
   const list = Array.isArray(objects) ? objects.filter(Boolean) : []
   const merged = []
-  for (const objectData of list) {
+  for (const item of list) {
+    const objectData = await hydrateObject(item, type, fetchObject)
+    if (!objectData) continue
     const result = await resolveEmailRecipients({
       type,
       objectData,
       fetchObject
     })
-    for (const candidate of result) {
+    if (result.length) {
-      addCandidate(merged, candidate)
+      for (const candidate of result) {
+        addCandidate(merged, candidate)
+      }
+    } else {
+      merged.push({
+        email: '',
+        object: objectData,
+        key: `:${getReferenceId(objectData) || ''}`
+      })
     }
   }
   return merged
 }
 
+export const candidatesToRecipients = (candidates = []) => {
+  if (!Array.isArray(candidates) || !candidates.length) return []
+
+  return candidates.map((candidate) => ({
+    recipientEmail: candidate.email || '',
+    recipientType: candidate.recipientType ?? null,
+    recipient: candidate.recipient ?? null,
+    object: candidate.object ?? null,
+    read: false,
+    sent: false
+  }))
+}
+
 /** Prefer a client/vendor ref; otherwise use a plain email candidate. */
 export const getDefaultEmailRecipient = (candidates = []) => {
-  if (!Array.isArray(candidates) || !candidates.length) return null
+  const recipients = candidatesToRecipients(candidates)
+  if (!recipients.length) return null
 
-  const objectCandidate = candidates.find(
+  const objectRecipient = recipients.find(
-    (candidate) =>
+    (recipient) =>
-      (candidate.recipientType === 'client' ||
+      (recipient.recipientType === 'client' ||
-        candidate.recipientType === 'vendor') &&
+        recipient.recipientType === 'vendor') &&
-      candidate.recipient &&
+      recipient.recipient &&
-      candidate.email
+      recipient.recipientEmail
   )
-  if (objectCandidate) {
+  return objectRecipient || recipients[0]
-    return {
-      recipientEmail: objectCandidate.email,
-      recipientType: objectCandidate.recipientType,
-      recipient: objectCandidate.recipient
-    }
-  }
-
-  const emailCandidate = candidates.find((candidate) => candidate.email)
-  if (!emailCandidate) return null
-
-  return { recipientEmail: emailCandidate.email }
 }

src/components/Dashboard/utils/templateObjectData.js

@@ -11,11 +11,9 @@ export function resolveObjectsList(objects, objectData) {
 export function toTemplateObjectData(objects) {
   const list = Array.isArray(objects) ? objects.filter(Boolean) : []
   if (!list.length) return {}
-  if (list.length === 1) {
+  const first = list[0]
-    const first = list[0]
+  if (first && typeof first === 'object' && !Array.isArray(first)) {
-    if (first && typeof first === 'object' && !Array.isArray(first)) {
+    return { ...first, objects: list }
-      return first
-    }
   }
   return { objects: list }
 }

src/database/models/EmailMessage.js

@@ -15,7 +15,28 @@ const NewEmailMessage = lazy(
     import('../../components/Dashboard/Management/EmailMessages/NewEmailMessage')
 )
 
-const readOnlyAfterCreate = (data) => data?._id != null
+const readOnlyAfterCreate = (data, parentData) =>
+  (parentData?._id ?? data?._id) != null
+
+const getReferenceId = (value) => {
+  if (typeof value === 'string') return value
+  return value?._id?._id || value?._id || null
+}
+
+const matchRecipientCandidate = (data, parentData) => {
+  if (
+    !Array.isArray(parentData?._recipientCandidates) ||
+    !parentData._recipientCandidates.length
+  ) {
+    return undefined
+  }
+  const objectId = getReferenceId(data?.object)
+  return parentData._recipientCandidates.find((candidate) => {
+    if (candidate.email !== data?.recipientEmail) return false
+    if (!objectId) return true
+    return getReferenceId(candidate.object) === objectId
+  })
+}
 
 export const EmailMessage = {
   name: 'emailMessage',
@@ -74,49 +95,38 @@ export const EmailMessage = {
     '_reference',
     'name',
     'state',
-    'recipientEmail',
     'fromEmail',
-    'messageId',
     'emailTemplate',
     'emailAccount',
     'objectType',
     'sentAt',
-    'readAt',
+    'firstReadAt',
+    'lastReadAt',
     'createdAt',
     'updatedAt'
   ],
   filters: [
     'name',
     'state',
-    'recipientEmail',
     'fromEmail',
-    'messageId',
     'emailTemplate',
     'emailAccount',
     'objectType',
-    'recipientType',
-    'read',
     'sentAt',
-    'readAt',
+    'firstReadAt',
+    'lastReadAt',
     'createdAt',
     'updatedAt',
     '_reference'
   ],
-  group: [
+  group: ['state', 'emailTemplate', 'emailAccount', 'objectType'],
-    'state',
-    'emailTemplate',
-    'emailAccount',
-    'objectType',
-    'recipientType'
-  ],
   sorters: [
     'name',
     'state',
-    'recipientEmail',
     'fromEmail',
-    'messageId',
     'sentAt',
-    'readAt',
+    'firstReadAt',
+    'lastReadAt',
     'createdAt',
     'updatedAt'
   ],
@@ -171,6 +181,18 @@ export const EmailMessage = {
       label: 'Sent At',
       type: 'dateTime',
       readOnly: true,
+      value: (data) => {
+        const recipients = Array.isArray(data?.recipients)
+          ? data.recipients
+          : []
+        return recipients.reduce((latest, recipient) => {
+          if (!recipient?.sent || recipient.sentAt == null) return latest
+          if (latest == null) return recipient.sentAt
+          return new Date(recipient.sentAt) > new Date(latest)
+            ? recipient.sentAt
+            : latest
+        }, undefined)
+      },
       columnWidth: 200
     },
     {
@@ -182,19 +204,24 @@ export const EmailMessage = {
       columnWidth: 240
     },
     {
-      name: 'readAt',
+      name: 'firstReadAt',
-      label: 'Read At',
+      label: 'First Read At',
       type: 'dateTime',
       readOnly: true,
+      value: (data) => {
+        const recipients = Array.isArray(data?.recipients)
+          ? data.recipients
+          : []
+        return recipients.reduce((earliest, recipient) => {
+          if (recipient?.readAt == null) return earliest
+          if (earliest == null) return recipient.readAt
+          return new Date(recipient.readAt) < new Date(earliest)
+            ? recipient.readAt
+            : earliest
+        }, undefined)
+      },
       columnWidth: 200
     },
-    {
-      name: 'read',
-      label: 'Read',
-      type: 'bool',
-      readOnly: true,
-      columnWidth: 100
-    },
     {
       name: 'emailTemplate',
       label: 'Template',
@@ -210,7 +237,178 @@ export const EmailMessage = {
       }),
       columnWidth: 200
     },
-
+    {
+      name: 'lastReadAt',
+      label: 'Last Read At',
+      type: 'dateTime',
+      readOnly: true,
+      value: (data) => {
+        const recipients = Array.isArray(data?.recipients)
+          ? data.recipients
+          : []
+        return recipients.reduce((latest, recipient) => {
+          if (recipient?.readAt == null) return latest
+          if (latest == null) return recipient.readAt
+          return new Date(recipient.readAt) > new Date(latest)
+            ? recipient.readAt
+            : latest
+        }, undefined)
+      },
+      columnWidth: 200
+    },
+    {
+      name: 'emailAccount',
+      label: 'Email Account',
+      type: 'object',
+      objectType: 'emailAccount',
+      required: true,
+      readOnly: readOnlyAfterCreate,
+      showHyperlink: true,
+      masterFilter: { active: true },
+      columnWidth: 200
+    },
+    {
+      name: 'recipients',
+      label: 'Recipients',
+      type: 'objectChildren',
+      required: true,
+      canAddRemove: true,
+      size: 'medium',
+      hiddenPropertyWidth: 160,
+      columns: [
+        'object',
+        'recipientEmail',
+        'recipientType',
+        'recipient',
+        'messageId',
+        'attachments',
+        'read',
+        'sent',
+        'readAt'
+      ],
+      properties: [
+        {
+          name: 'object',
+          label: 'Object',
+          type: 'object',
+          objectType: (_data, parentData) => parentData?.objectType,
+          readOnly: true,
+          showHyperlink: true,
+          columnWidth: 200
+        },
+        {
+          name: 'recipientEmail',
+          label: 'Recipient Email',
+          type: 'email',
+          required: true,
+          readOnly: readOnlyAfterCreate,
+          columnWidth: 260
+        },
+        {
+          name: 'recipientType',
+          label: 'Recipient Type',
+          type: 'objectType',
+          readOnly: readOnlyAfterCreate,
+          masterFilter: ['client', 'vendor'],
+          value: (data, parentData) => {
+            const match = matchRecipientCandidate(data, parentData)
+            if (!match) return undefined
+            return match.recipientType ?? null
+          },
+          columnWidth: 160
+        },
+        {
+          name: 'recipient',
+          label: 'Recipient',
+          type: 'object',
+          objectType: (data) => data?.recipientType,
+          readOnly: readOnlyAfterCreate,
+          showHyperlink: true,
+          value: (data, parentData) => {
+            const match = matchRecipientCandidate(data, parentData)
+            if (!match) return undefined
+            return match.recipient ?? null
+          },
+          columnWidth: 200
+        },
+        {
+          name: 'messageId',
+          label: 'Message ID',
+          type: 'miscId',
+          readOnly: true,
+          showCopy: true,
+          columnWidth: 280
+        },
+        {
+          name: 'pixelId',
+          label: 'Pixel ID',
+          type: 'miscId',
+          readOnly: true,
+          showCopy: true,
+          columnWidth: 280
+        },
+        {
+          name: 'attachments',
+          label: 'Attachments',
+          type: 'objectList',
+          objectType: 'file',
+          readOnly: true,
+          showHyperlink: true,
+          columnWidth: 230
+        },
+        {
+          name: 'read',
+          label: 'Read',
+          type: 'bool',
+          readOnly: true,
+          columnWidth: 100
+        },
+        {
+          name: 'sent',
+          label: 'Sent',
+          type: 'bool',
+          readOnly: true,
+          columnWidth: 100
+        },
+        {
+          name: 'readAt',
+          label: 'Read At',
+          type: 'dateTime',
+          readOnly: true,
+          columnWidth: 200
+        },
+        {
+          name: 'sentAt',
+          label: 'Sent At',
+          type: 'dateTime',
+          readOnly: true,
+          columnWidth: 200
+        }
+      ]
+    },
+    {
+      name: 'fromEmail',
+      label: 'From Email',
+      type: 'email',
+      required: true,
+      readOnly: true,
+      value: (data) => data?.emailAccount?.fromEmail,
+      columnWidth: 260
+    },
+    {
+      name: 'subject',
+      label: 'Rendered Subject',
+      type: 'text',
+      readOnly: true,
+      columnWidth: 300
+    },
+    {
+      name: 'content',
+      label: 'Rendered Body',
+      type: 'codeBlock',
+      language: 'html',
+      readOnly: true
+    },
     {
       name: 'objectType',
       label: 'Object Type',
@@ -228,115 +426,6 @@ export const EmailMessage = {
       readOnly: readOnlyAfterCreate,
       showHyperlink: true,
       columnWidth: 200
-    },
-    {
-      name: 'emailAccount',
-      label: 'Email Account',
-      type: 'object',
-      objectType: 'emailAccount',
-      required: true,
-      readOnly: readOnlyAfterCreate,
-      showHyperlink: true,
-      masterFilter: { active: true },
-      columnWidth: 200
-    },
-    {
-      name: 'recipientEmail',
-      label: 'Recipient Email',
-      type: 'email',
-      required: true,
-      readOnly: readOnlyAfterCreate,
-      options: (data) =>
-        Array.isArray(data?._recipientCandidates) &&
-        data._recipientCandidates.length
-          ? data._recipientCandidates.map((candidate) => ({
-              value: candidate.email,
-              label: candidate.label
-            }))
-          : undefined,
-      columnWidth: 260
-    },
-    {
-      name: 'recipientType',
-      label: 'Recipient Type',
-      type: 'objectType',
-      readOnly: readOnlyAfterCreate,
-      value: (data) => {
-        if (
-          !Array.isArray(data?._recipientCandidates) ||
-          !data._recipientCandidates.length
-        ) {
-          return undefined
-        }
-        const match = data._recipientCandidates.find(
-          (candidate) => candidate.email === data?.recipientEmail
-        )
-        if (!match) return undefined
-        return match.recipientType ?? null
-      },
-      columnWidth: 160
-    },
-    {
-      name: 'recipient',
-      label: 'Recipient',
-      type: 'object',
-      objectType: (data) => data?.recipientType,
-      readOnly: readOnlyAfterCreate,
-      showHyperlink: true,
-      value: (data) => {
-        if (
-          !Array.isArray(data?._recipientCandidates) ||
-          !data._recipientCandidates.length
-        ) {
-          return undefined
-        }
-        const match = data._recipientCandidates.find(
-          (candidate) => candidate.email === data?.recipientEmail
-        )
-        if (!match) return undefined
-        return match.recipient ?? null
-      },
-      columnWidth: 200
-    },
-    {
-      name: 'fromEmail',
-      label: 'From Email',
-      type: 'email',
-      required: true,
-      readOnly: true,
-      value: (data) => data?.emailAccount?.fromEmail,
-      columnWidth: 260
-    },
-    {
-      name: 'messageId',
-      label: 'Message ID',
-      type: 'text',
-      readOnly: true,
-      showCopy: true,
-      columnWidth: 280
-    },
-    {
-      name: 'subject',
-      label: 'Rendered Subject',
-      type: 'text',
-      readOnly: true,
-      columnWidth: 300
-    },
-    {
-      name: 'content',
-      label: 'Rendered Body',
-      type: 'codeBlock',
-      language: 'html',
-      readOnly: true
-    },
-    {
-      name: 'attachments',
-      label: 'Attachments',
-      type: 'objectList',
-      objectType: 'file',
-      readOnly: true,
-      showHyperlink: true,
-      columnWidth: 230
     }
   ]
 }