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orion/docs/implementation/email-settings.md
Samir Boulahtit 7a9dda282d refactor(scripts): reorganize scripts/ into seed/ and validate/ subfolders
Move 9 init/seed scripts into scripts/seed/ and 7 validation scripts
(+ validators/ subfolder) into scripts/validate/ to reduce clutter in
the root scripts/ directory. Update all references across Makefile,
CI/CD configs, pre-commit hooks, docs (~40 files), and Python imports.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-09 21:35:53 +01:00

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# Email Settings Implementation
This document describes the technical implementation of the email settings system for both store and platform (admin) configurations.
## Architecture Overview
```
┌─────────────────────────────────────────────────────────────────────────┐
│ Email System Architecture │
├─────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────────┐ ┌──────────────────┐ │
│ │ Platform Email │ │ Store Email │ │
│ │ (Admin/Billing)│ │ (Customer-facing) │ │
│ └────────┬─────────┘ └────────┬─────────┘ │
│ │ │ │
│ ▼ ▼ │
│ ┌──────────────────┐ ┌──────────────────┐ │
│ │ get_platform_ │ │ get_store_ │ │
│ │ email_config(db) │ │ provider() │ │
│ └────────┬─────────┘ └────────┬─────────┘ │
│ │ │ │
│ ▼ ▼ │
│ ┌──────────────────┐ ┌──────────────────┐ │
│ │ AdminSettings DB │ │StoreEmailSettings│ │
│ │ (.env fallback)│ │ (per store) │ │
│ └────────┬─────────┘ └────────┬─────────┘ │
│ │ │ │
│ └───────────┬───────────────┘ │
│ ▼ │
│ ┌──────────────────┐ │
│ │ EmailService │ │
│ │ send_raw() │ │
│ └────────┬─────────┘ │
│ │ │
│ ▼ │
│ ┌──────────────────┐ │
│ │ Email Providers │ │
│ │ SMTP/SG/MG/SES │ │
│ └──────────────────┘ │
└─────────────────────────────────────────────────────────────────────────┘
```
## Database Models
### StoreEmailSettings
```python
# models/database/store_email_settings.py
class StoreEmailSettings(Base):
__tablename__ = "store_email_settings"
id: int
store_id: int # FK to stores.id (one-to-one)
# Sender Identity
from_email: str
from_name: str
reply_to_email: str | None
# Signature
signature_text: str | None
signature_html: str | None
# Provider
provider: str = "smtp" # smtp, sendgrid, mailgun, ses
# SMTP Settings
smtp_host: str | None
smtp_port: int = 587
smtp_username: str | None
smtp_password: str | None
smtp_use_tls: bool = True
smtp_use_ssl: bool = False
# SendGrid
sendgrid_api_key: str | None
# Mailgun
mailgun_api_key: str | None
mailgun_domain: str | None
# SES
ses_access_key_id: str | None
ses_secret_access_key: str | None
ses_region: str = "eu-west-1"
# Status
is_configured: bool = False
is_verified: bool = False
last_verified_at: datetime | None
verification_error: str | None
```
### Admin Settings (Platform Email)
Platform email settings are stored in the generic `admin_settings` table with category="email":
```python
# Keys stored in admin_settings table
EMAIL_SETTING_KEYS = {
"email_provider",
"email_from_address",
"email_from_name",
"email_reply_to",
"smtp_host",
"smtp_port",
"smtp_user",
"smtp_password",
"smtp_use_tls",
"smtp_use_ssl",
"sendgrid_api_key",
"mailgun_api_key",
"mailgun_domain",
"aws_access_key_id",
"aws_secret_access_key",
"aws_region",
"email_enabled",
"email_debug",
}
```
## API Endpoints
### Store Email Settings
| Endpoint | Method | Description |
|----------|--------|-------------|
| `/api/v1/store/email-settings` | GET | Get current email settings |
| `/api/v1/store/email-settings` | PUT | Create/update email settings |
| `/api/v1/store/email-settings` | DELETE | Delete email settings |
| `/api/v1/store/email-settings/status` | GET | Get configuration status |
| `/api/v1/store/email-settings/providers` | GET | Get available providers for tier |
| `/api/v1/store/email-settings/verify` | POST | Send test email |
### Admin Email Settings
| Endpoint | Method | Description |
|----------|--------|-------------|
| `/api/v1/admin/settings/email/status` | GET | Get effective email config |
| `/api/v1/admin/settings/email/settings` | PUT | Update email settings in DB |
| `/api/v1/admin/settings/email/settings` | DELETE | Reset to .env defaults |
| `/api/v1/admin/settings/email/test` | POST | Send test email |
## Services
### StoreEmailSettingsService
Location: `app/services/store_email_settings_service.py`
Key methods:
- `get_settings(store_id)` - Get settings for a store
- `create_or_update(store_id, data, current_tier)` - Create/update settings
- `delete(store_id)` - Delete settings
- `verify_settings(store_id, test_email)` - Send test email
- `get_available_providers(tier)` - Get providers for subscription tier
### EmailService Integration
The EmailService (`app/services/email_service.py`) uses:
1. **Platform Config**: `get_platform_email_config(db)` checks database first, then .env
2. **Store Config**: `get_store_provider(settings)` creates provider from StoreEmailSettings
3. **Provider Selection**: `send_raw()` uses store provider when `store_id` provided and `is_platform_email=False`
```python
# EmailService.send_raw() flow
def send_raw(self, to_email, subject, body_html, store_id=None, is_platform_email=False):
if store_id and not is_platform_email:
# Use store's email provider
store_settings = self._get_store_email_settings(store_id)
if store_settings and store_settings.is_configured:
provider = get_store_provider(store_settings)
else:
# Use platform provider (DB config > .env)
provider = self.provider # Set in __init__ via get_platform_provider(db)
```
## Tier-Based Features
### Premium Provider Gating
Premium providers (SendGrid, Mailgun, SES) are gated to Business+ tiers:
```python
PREMIUM_EMAIL_PROVIDERS = {EmailProvider.SENDGRID, EmailProvider.MAILGUN, EmailProvider.SES}
PREMIUM_TIERS = {TierCode.BUSINESS, TierCode.ENTERPRISE}
def create_or_update(self, store_id, data, current_tier):
provider = data.get("provider", "smtp")
if provider in [p.value for p in PREMIUM_EMAIL_PROVIDERS]:
if current_tier not in PREMIUM_TIERS:
raise AuthorizationException(...)
```
### White-Label Branding
Emails include "Powered by Wizamart" footer for non-whitelabel tiers:
```python
WHITELABEL_TIERS = {"business", "enterprise"}
POWERED_BY_FOOTER_HTML = """
<div style="margin-top: 30px; ...">
<p>Powered by <a href="https://wizamart.com">Wizamart</a></p>
</div>
"""
def _inject_powered_by_footer(self, body_html, store_id):
tier = self._get_store_tier(store_id)
if tier and tier.lower() in WHITELABEL_TIERS:
return body_html # No footer for business/enterprise
return body_html.replace("</body>", f"{POWERED_BY_FOOTER_HTML}</body>")
```
## Configuration Priority
### Platform Email
1. **Database** (admin_settings table) - Highest priority
2. **Environment Variables** (.env) - Fallback
```python
def get_platform_email_config(db: Session) -> dict:
def get_db_setting(key: str) -> str | None:
setting = db.query(AdminSetting).filter(AdminSetting.key == key).first()
return setting.value if setting else None
# Check DB first, fallback to .env
db_provider = get_db_setting("email_provider")
config["provider"] = db_provider if db_provider else settings.email_provider
...
```
### Store Email
Stores have their own dedicated settings table with no fallback - they must configure their own email.
## Frontend Components
### Store Settings Page
- **Location**: `app/templates/store/settings.html`, `static/store/js/settings.js`
- **Alpine.js State**: `emailSettings`, `emailForm`, `hasEmailChanges`
- **Methods**: `loadEmailSettings()`, `saveEmailSettings()`, `sendTestEmail()`
### Admin Settings Page
- **Location**: `app/templates/admin/settings.html`, `static/admin/js/settings.js`
- **Alpine.js State**: `emailSettings`, `emailForm`, `emailEditMode`
- **Methods**: `loadEmailSettings()`, `saveEmailSettings()`, `resetEmailSettings()`, `sendTestEmail()`
### Warning Banner
Shows until email is configured:
```html
<!-- app/templates/shared/macros/feature_gate.html -->
{% macro email_settings_warning() %}
<div x-data="emailSettingsWarning()" x-show="showWarning">
Configure email settings to send emails to customers.
</div>
{% endmacro %}
```
## Testing
### Unit Tests
Location: `tests/unit/services/test_store_email_settings_service.py`
Tests:
- Read operations (get_settings, get_status, is_configured)
- Write operations (create_or_update, delete)
- Tier validation (premium providers)
- Verification (mock SMTP)
- Provider availability
### Integration Tests
Locations:
- `tests/integration/api/v1/store/test_email_settings.py`
- `tests/integration/api/v1/admin/test_email_settings.py`
Tests:
- CRUD operations via API
- Authentication/authorization
- Validation errors
- Status endpoints
## Files Modified/Created
### New Files
- `models/database/store_email_settings.py` - Model
- `alembic/versions/v0a1b2c3d4e5_add_store_email_settings.py` - Migration
- `app/services/store_email_settings_service.py` - Service
- `app/api/v1/store/email_settings.py` - API endpoints
- `scripts/seed/install.py` - Installation wizard
### Modified Files
- `app/services/email_service.py` - Added platform config, store providers
- `app/api/v1/admin/settings.py` - Added email endpoints
- `app/templates/admin/settings.html` - Email tab
- `app/templates/store/settings.html` - Email tab
- `static/admin/js/settings.js` - Email JS
- `static/store/js/settings.js` - Email JS
- `static/store/js/init-alpine.js` - Warning banner component