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feat(dcrouter): Enhance DcRouter configuration and update documentation

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Philipp Kunz
2025-05-07 23:04:54 +00:00
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# Plan for Further Enhancing the Email Stack
# DcRouter Improvement Plan
## Current State Analysis
## Objective
Create a new version of DcRouter that doesn't rely on SzPlatformService but instead uses SmartProxy and the complete email stack directly. This will make DcRouter more modular, lightweight, and capable of SMTP forwarding with the email stack.
The platformservice now has a robust email system with:
- Enhanced EmailValidator with comprehensive validation (format, MX, spam detection)
- Improved TemplateManager with typed templates and variable substitution
- Streamlined conversion between Email and Smartmail formats
- Strong attachment handling
- Comprehensive testing
## 1. Core Architecture Changes
## Identified Enhancement Opportunities
### 1.1 Remove SzPlatformService Dependency
- [x] Remove the `platformServiceInstance` option from `IDcRouterOptions`
- Update `classes.dcrouter.ts` to remove platformServiceInstance from the options interface
- Create a new utility class `DcRouterEnvironment` to handle environment variables directly using qenv
- Replace all uses of SzDcRouterConnector with direct calls to DcRouterEnvironment
### 1. Performance Optimization
### 1.2 Direct Integration with Email Stack
- [x] Add options for direct MtaService integration
- Enhance the existing mtaConfig/mtaServiceInstance options to include all necessary MTA configuration
- Add new options for email forwarding capabilities that will be passed to the MTA service
- Implement initializers for setting up MTA with or without existing instances
- [x] Create a new SMTP forwarding configuration interface
- Create `ISmtpForwardingConfig` interface with fields for destination domains, routing rules, and authentication
- Implement domain-to-server mapping for routing emails to appropriate SMTP servers
- Add options for SMTP authentication methods (PLAIN, LOGIN, OAUTH2)
- [x] Implement proper connection between SmartProxy and MTA service
- Update `configureSmtpProxy()` method to create bidirectional communication with MTA service
- Implement proxy protocol support for preserving client IP addresses during SMTP forwarding
- Create listener for MTA status changes to adjust proxy settings dynamically
- [x] Replace setTimeout-based DNS cache with proper LRU cache implementation
- [x] Implement rate limiting for outbound emails
- [ ] Add bulk email handling with batching capabilities
- [ ] Optimize template rendering for high-volume scenarios
## 2. SmartProxy Configuration
### 2. Security Enhancements
### 2.1 Enhanced SmartProxy Integration
- [x] Update `SmartProxy` configuration for better TCP/SNI handling
- Modify initialization to support more advanced SNI-based routing decisions
- [x] Add specific configuration for SMTP ports (25, 465, 587)
- Create a `SmtpPortConfig` class to manage SMTP-specific port settings
- Add TLS termination options specific to SMTP protocols (STARTTLS vs. implicit TLS)
- Implement connection rate limiting and concurrent connection management for SMTP ports
- [x] Implement DMARC policy checking and enforcement
- [x] Add SPF validation for incoming emails
- [x] Enhance logging for security-related events
- [x] Add IP reputation checking for inbound emails
- [x] Implement content scanning for potentially malicious payloads
### 2.2 Routing Configuration
- [x] Allow domain-based routing for email traffic
- Add domain matching patterns with wildcard support for inbound email routing
- Implement sender domain-based routing for outbound emails
- Create domain groups for applying consistent rules across related domains
- [x] Implement IP-based allow/block lists for advanced filtering
- Develop IP range and CIDR notation support for filtering
- Create separate lists for inbound and outbound connections
- Implement geo-based filtering using IP geolocation
### 3. Deliverability Improvements
## 3. SMTP Forwarding Functionality
- [x] Implement bounce handling and feedback loop processing
- [x] Add automated IP warmup capabilities
- [x] Develop sender reputation monitoring
- [ ] Create domain rotation for high-volume sending
### 3.1 SMTP Routing Engine
- [x] Enhance the SMTP rule engine to support advanced forwarding scenarios
- Extend email routing capabilities with SmartProxy configuration
- Add context information to routing for making informed routing decisions
- Implement domain-based routing for traffic management
- [x] Create efficient routing for common email patterns
- Develop email forwarding configuration for common use cases
- Implement domain-to-server mapping for email routing
- Create simple but effective routing mechanisms
- [x] Implement per-domain routing configuration
- Create domain configuration support in SmtpForwardingConfig
- Implement dynamic updating of domain routes
- Add domain-level connection handling
### 4. Advanced Templating
### 3.2 MTA Integration
- [x] Configure MTA service for use with DcRouter
- Extend DcRouter to work with existing MTA configuration
- Implement proper MTA service initialization and startup
- Create clean integration between DcRouter and MTA
- [x] Implement SMTP forwarding as alternative to MTA
- Add SMTP forwarding configuration for simpler deployments
- Implement SmartProxy configuration for SMTP traffic
- Create clean separation between MTA and forwarding modes
- [x] Maintain email traffic integrity
- Ensure proper handling of connections between services
- Implement source IP preservation for proper tracking
- Create configuration options for security settings
- [ ] Add conditional logic in email templates
- [ ] Support localization with i18n integration
- [ ] Implement template versioning and A/B testing capabilities
- [ ] Add rich media handling (responsive images, video thumbnails)
## 4. Implementation Tasks
### 5. Analytics and Monitoring
### 4.1 Create New Classes
- [x] Create utility classes to handle configuration
- Implement `DcRouterEnvironment` for environment variable access
- Create `SmtpPortConfig` for managing SMTP port settings
- Implement `EmailDomainRouter` for email domain routing
- [x] Develop SMTP-specific functionality
- Create specialized configuration for SMTP traffic
- Implement port configuration for different SMTP protocols
- Add TLS options handling for SMTP ports
- [x] Implement certificate management
- Utilize SmartProxy's Port80Handler for ACME certificate management
- Add certificate application to NetworkProxy
- Create certificate event handling
- [ ] Implement delivery tracking and reporting
- [ ] Add open and click tracking
- [ ] Create dashboards for email performance
- [ ] Set up alerts for delivery issues
- [ ] Add spam complaint monitoring
### 4.2 Update Existing Components
- [x] Refactor `DcRouter` class to remove SzPlatformService dependencies
- Remove all direct references to SzPlatformService
- Update constructor to use new configuration system
- Refactor initialization logic to work independently
- [x] Update certificate handling to use SmartACME directly
- Implement Port80Handler for ACME certificate management
- Add automatic certificate renewal with event handling
- Apply certificates to appropriate services
- [x] Enhance SmartProxy configuration for better SMTP support
- Implement separate SmartProxy instances for different protocols
- Add TLS settings for different SMTP ports (STARTTLS vs. implicit TLS)
- Create clean service lifecycle management
### 6. Integration Enhancements
### 4.3 Configuration Interface
- [x] Create a clean, declarative configuration interface
- Design structured TypeScript interfaces for all configuration options
- Implement simple, focused configuration objects
- Create clean separation between different component configurations
- [x] Support environment variables and programmatic configuration
- Create DcRouterEnvironment for environment variable access
- Implement environment variable caching for better performance
- Allow programmatic configuration updates
- [x] Implement well-defined configuration APIs
- Add typed interfaces for all configuration options
- Create clear documentation in interface comments
- Implement runtime configuration updating
- [ ] Add webhook support for email events
- [ ] Implement integration with popular ESPs as fallback providers
- [ ] Add support for calendar invites and structured data
- [ ] Create API for managing suppression lists
## 5. Testing and Documentation
### 7. Testing and QA
### 5.1 Code Implementation
- [x] Implement core components
- Create new classes for configuration and domain routing
- Update existing DcRouter with new functionality
- Implement environment variable handling
- [x] Implement SMTP functionality
- Add SMTP forwarding configuration
- Implement port-specific settings
- Create domain-based email routing
- [x] Implement HTTP/HTTPS functionality
- Add NetworkProxy integration
- Implement certificate management
- Create domain-based HTTP routing
- [ ] Implement email rendering tests across email clients
- [ ] Add load testing for high-volume scenarios
- [ ] Create end-to-end testing of complete email journeys
- [ ] Add spam testing and deliverability scoring
### 5.2 Quality and Performance
- [x] Ensure code quality
- Fix all TypeScript errors
- Implement clean interfaces
- Create well-documented code
- [x] Optimize for performance
- Implement parallel service shutdown
- Use environment variable caching
- Create efficient routing lookups
- [x] Maintain compatibility
- Ensure backward compatibility where possible
- Create clean extension points
- Maintain consistent APIs
## Implementation Progress
## 6. Future Enhancements (Pending)
### Completed Enhancements
### 6.1 Testing
- [ ] Create unit tests for all components
- Test environment variable handling
- Test domain routing logic
- Test certificate management
- [ ] Create integration tests
- Test email forwarding between domains
- Test HTTP/HTTPS routing
- Test TLS connections
1. **Performance Optimization**
- Replaced setTimeout-based DNS cache with LRU cache for more efficient and reliable caching
- Implemented advanced rate limiting with token bucket algorithm for outbound emails
2. **Security Enhancements**
- Added comprehensive security logging system for email-related security events
- Created a centralized SecurityLogger with event categorization and filtering
- Implemented DMARC policy checking and enforcement for improved email authentication
- Added SPF validation for incoming emails with proper record parsing and verification
- Implemented IP reputation checking for inbound emails with DNSBL integration
- Added detection for suspicious IPs (proxies, VPNs, Tor exit nodes)
- Implemented configurable throttling/rejection for low-reputation IPs
- Implemented content scanning for malicious payloads with pattern matching
- Added detection for phishing, spam, malware indicators, executable attachments
- Created quarantine capabilities for suspicious emails with configurable thresholds
- Implemented macro detection in Office document attachments
3. **Deliverability Improvements**
- Implemented bounce handling with detection and categorization of different bounce types
- Created suppression list management to prevent sending to known bad addresses
- Added exponential backoff retry strategy for soft bounces
- Implemented automated IP warmup capabilities:
- Created configurable warmup stages with progressive volume increases
- Added multiple allocation policies (balanced, round robin, dedicated domain)
- Implemented daily and hourly sending limits with tracking
- Added persistence for warmup state between service restarts
- Developed comprehensive sender reputation monitoring:
- Implemented tracking of key deliverability metrics (bounces, complaints, opens, etc.)
- Added reputation scoring with multiple weighted components
- Created blacklist monitoring integration
- Implemented trend analysis for early detection of reputation issues
- Added full event tracking for sent, delivered, bounced, and complaint events
### Next Steps
1. Continue with security enhancements:
- ✅ Added IP reputation checking for inbound emails with DNS blacklist integration and caching
- ✅ Implemented content scanning for potentially malicious payloads with pattern matching and threat scoring
2. Further deliverability improvements:
- ✅ Added automated IP warmup capabilities with configurable stages and allocation policies
- ✅ Developed sender reputation monitoring with bounce tracking and metric calculation
3. Implement analytics and monitoring to gain visibility into performance
Each enhancement is being implemented incrementally with comprehensive testing to ensure reliability and backward compatibility, while maintaining the clean separation of concerns established in the codebase.
## Success Metrics
- Improved deliverability rates (95%+ inbox placement)
- Enhanced security with no vulnerabilities
- Support for high volume sending (10,000+ emails per hour)
- Rich analytics providing actionable insights
- High template flexibility for marketing and transactional emails
### 6.2 Documentation
- [ ] Create comprehensive user documentation
- Add setup guide for common scenarios
- Document all configuration options
- Provide example configurations
- [ ] Create API documentation
- Document all public interfaces
- Add usage examples
- Create integration examples