Add EOI automation system with email processing and document management
- Implement automated EOI processing from sales emails - Add EOI document upload and management capabilities - Enhance email thread handling with better parsing and grouping - Add retry logic and error handling for file operations - Introduce Documeso integration for document processing - Create server tasks and plugins infrastructure - Update email composer with improved attachment handling
This commit is contained in:
@@ -388,40 +388,81 @@ async function fetchImapEmails(
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// Group emails into threads based on subject and references
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function groupIntoThreads(emails: EmailMessage[]): any[] {
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const threads = new Map<string, EmailMessage[]>();
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const emailById = new Map<string, EmailMessage>();
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// First pass: index all emails by ID
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emails.forEach(email => {
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// Normalize subject by removing Re:, Fwd:, etc.
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emailById.set(email.id, email);
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});
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// Second pass: group emails into threads
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emails.forEach(email => {
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// Normalize subject by removing Re:, Fwd:, etc. and extra whitespace
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const normalizedSubject = email.subject
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.replace(/^(Re:|Fwd:|Fw:)\s*/gi, '')
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.trim();
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.replace(/^(Re:|Fwd:|Fw:|RE:|FW:|FWD:)\s*/gi, '')
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.replace(/\s+/g, ' ')
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.trim()
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.toLowerCase();
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// Find existing thread or create new one
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// Check if this email belongs to an existing thread
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let threadFound = false;
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for (const [threadId, threadEmails] of threads.entries()) {
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const threadSubject = threadEmails[0].subject
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.replace(/^(Re:|Fwd:|Fw:)\s*/gi, '')
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.trim();
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if (threadSubject === normalizedSubject) {
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threadEmails.push(email);
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threadFound = true;
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break;
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// First, check if it has a threadId (in-reply-to header)
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if (email.threadId) {
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// Look for the parent email
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const parentEmail = emailById.get(email.threadId);
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if (parentEmail) {
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// Find which thread the parent belongs to
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for (const [threadId, threadEmails] of threads.entries()) {
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if (threadEmails.some(e => e.id === parentEmail.id)) {
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threadEmails.push(email);
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threadFound = true;
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break;
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}
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}
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}
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}
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// If not found by threadId, try to match by subject
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if (!threadFound) {
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for (const [threadId, threadEmails] of threads.entries()) {
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const threadSubject = threadEmails[0].subject
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.replace(/^(Re:|Fwd:|Fw:|RE:|FW:|FWD:)\s*/gi, '')
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.replace(/\s+/g, ' ')
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.trim()
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.toLowerCase();
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// Check if subjects match (case-insensitive)
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if (threadSubject === normalizedSubject) {
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threadEmails.push(email);
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threadFound = true;
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break;
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}
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}
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}
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// If still not found, create a new thread
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if (!threadFound) {
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threads.set(email.id, [email]);
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}
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});
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// Convert to array format and sort threads by latest timestamp (newest first)
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// Convert to array format and sort emails within each thread
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return Array.from(threads.entries())
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.map(([threadId, emails]) => ({
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id: threadId,
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subject: emails[0].subject,
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emailCount: emails.length,
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latestTimestamp: emails[0].timestamp, // First email is newest since we sorted desc
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emails: emails
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}))
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.map(([threadId, threadEmails]) => {
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// Sort emails within thread by timestamp (oldest first for chronological order)
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threadEmails.sort((a, b) =>
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new Date(a.timestamp).getTime() - new Date(b.timestamp).getTime()
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);
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return {
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id: threadId,
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subject: threadEmails[0].subject,
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emailCount: threadEmails.length,
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latestTimestamp: threadEmails[threadEmails.length - 1].timestamp, // Latest email
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emails: threadEmails
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};
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})
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// Sort threads by latest activity (newest first)
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.sort((a, b) => new Date(b.latestTimestamp).getTime() - new Date(a.latestTimestamp).getTime());
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}
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254
server/api/email/process-sales-eois.ts
Normal file
254
server/api/email/process-sales-eois.ts
Normal file
@@ -0,0 +1,254 @@
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import { parseEmail, getIMAPConnection } from '~/server/utils/email-utils';
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import { uploadFile } from '~/server/utils/minio';
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import { getInterestByFieldAsync, updateInterest } from '~/server/utils/nocodb';
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import type { ParsedMail } from 'mailparser';
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interface ProcessedEOI {
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clientName: string;
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interestId?: string;
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fileName: string;
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processed: boolean;
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error?: string;
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}
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export default defineEventHandler(async (event) => {
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const xTagHeader = getRequestHeader(event, "x-tag");
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if (!xTagHeader || (xTagHeader !== "094ut234" && xTagHeader !== "pjnvü1230")) {
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throw createError({ statusCode: 401, statusMessage: "unauthenticated" });
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}
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try {
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console.log('[Process Sales EOIs] Starting email processing...');
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// Sales email credentials
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const credentials = {
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user: 'sales@portnimara.com',
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password: 'MDze7cSClQok8qWOf23X8Mb6lArdk0i42YnwJ1FskdtO2NCc9',
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host: 'mail.portnimara.com',
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port: 993,
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tls: true
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};
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const connection = await getIMAPConnection(credentials);
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const results: ProcessedEOI[] = [];
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try {
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// Open inbox
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await new Promise((resolve, reject) => {
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connection.openBox('INBOX', false, (err: any, box: any) => {
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if (err) reject(err);
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else resolve(box);
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});
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});
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// Search for unread emails with attachments
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const searchCriteria = ['UNSEEN'];
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const messages = await new Promise<number[]>((resolve, reject) => {
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connection.search(searchCriteria, (err: any, results: any) => {
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if (err) reject(err);
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else resolve(results || []);
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});
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});
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console.log(`[Process Sales EOIs] Found ${messages.length} unread messages`);
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for (const msgNum of messages) {
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try {
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const parsedEmail = await fetchAndParseEmail(connection, msgNum);
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if (parsedEmail.attachments && parsedEmail.attachments.length > 0) {
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// Process PDF attachments
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for (const attachment of parsedEmail.attachments) {
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if (attachment.contentType === 'application/pdf') {
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const result = await processEOIAttachment(
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attachment,
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parsedEmail.subject || '',
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parsedEmail.from?.text || ''
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);
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results.push(result);
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}
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}
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}
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// Mark as read
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connection.addFlags(msgNum, '\\Seen', (err: any) => {
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if (err) console.error('Failed to mark message as read:', err);
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});
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} catch (error) {
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console.error(`[Process Sales EOIs] Error processing message ${msgNum}:`, error);
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}
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}
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connection.end();
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} catch (error) {
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connection.end();
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throw error;
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}
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return {
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success: true,
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processed: results.length,
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results
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};
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} catch (error: any) {
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console.error('[Process Sales EOIs] Failed to process emails:', error);
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throw createError({
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statusCode: 500,
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statusMessage: error.message || 'Failed to process sales emails',
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});
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}
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});
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async function fetchAndParseEmail(connection: any, msgNum: number): Promise<ParsedMail> {
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return new Promise((resolve, reject) => {
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const fetch = connection.fetch(msgNum, {
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bodies: '',
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struct: true
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});
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fetch.on('message', (msg: any) => {
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let buffer = '';
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msg.on('body', (stream: any) => {
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stream.on('data', (chunk: any) => {
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buffer += chunk.toString('utf8');
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});
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stream.once('end', async () => {
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try {
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const parsed = await parseEmail(buffer);
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resolve(parsed);
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} catch (err) {
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reject(err);
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}
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});
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});
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});
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fetch.once('error', reject);
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});
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}
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async function processEOIAttachment(
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attachment: any,
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subject: string,
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from: string
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): Promise<ProcessedEOI> {
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const fileName = attachment.filename || 'unknown.pdf';
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try {
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console.log(`[Process Sales EOIs] Processing attachment: ${fileName}`);
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// Try to extract client name from filename or subject
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const clientName = extractClientName(fileName, subject);
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if (!clientName) {
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return {
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clientName: 'Unknown',
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fileName,
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processed: false,
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error: 'Could not identify client from filename or subject'
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};
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}
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// Find interest by client name
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const interest = await getInterestByFieldAsync('Full Name', clientName);
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if (!interest) {
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return {
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clientName,
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fileName,
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processed: false,
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error: `No interest found for client: ${clientName}`
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};
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}
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// Generate unique filename
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const timestamp = Date.now();
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const uploadFileName = `EOIs/${interest.Id}-${timestamp}-${fileName}`;
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// Upload to MinIO
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await uploadFile(uploadFileName, attachment.content, 'application/pdf');
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// Update interest with EOI document
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const documentData = {
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title: fileName,
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filename: uploadFileName,
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url: `/api/files/proxy-download?fileName=${encodeURIComponent(uploadFileName)}`,
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size: attachment.size,
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mimetype: 'application/pdf',
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icon: 'mdi-file-pdf-box',
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uploadedAt: new Date().toISOString(),
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source: 'email',
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from: from
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};
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// Get existing documents and add new one
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const existingDocs = interest['EOI Document'] || [];
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const updatedDocs = [...existingDocs, documentData];
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// Update interest
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await updateInterest(interest.Id.toString(), {
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'EOI Document': updatedDocs,
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'EOI Status': 'Signed',
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'Sales Process Level': 'Signed LOI and NDA'
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});
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console.log(`[Process Sales EOIs] Successfully processed EOI for ${clientName}`);
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return {
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clientName,
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interestId: interest.Id.toString(),
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fileName,
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processed: true
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};
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} catch (error: any) {
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console.error(`[Process Sales EOIs] Error processing attachment:`, error);
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return {
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clientName: 'Unknown',
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fileName,
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processed: false,
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error: error.message
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};
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}
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}
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function extractClientName(fileName: string, subject: string): string | null {
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// Try to extract from filename patterns like:
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// "John_Doe_EOI_signed.pdf"
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// "EOI_John_Doe.pdf"
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// "John Doe - EOI.pdf"
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// First try filename
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const filePatterns = [
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/^(.+?)[-_]EOI/i,
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/EOI[-_](.+?)\.pdf/i,
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/^(.+?)_signed/i,
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/^(.+?)\s*-\s*EOI/i
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];
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for (const pattern of filePatterns) {
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const match = fileName.match(pattern);
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if (match && match[1]) {
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return match[1].replace(/[_-]/g, ' ').trim();
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}
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}
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// Then try subject
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const subjectPatterns = [
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/EOI\s+(?:for\s+)?(.+?)(?:\s+signed)?$/i,
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/Signed\s+EOI\s*[-:]?\s*(.+)$/i,
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/(.+?)\s*EOI\s*(?:signed|completed)/i
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];
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for (const pattern of subjectPatterns) {
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const match = subject.match(pattern);
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if (match && match[1]) {
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return match[1].trim();
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}
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}
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return null;
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}
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@@ -66,17 +66,28 @@ export default defineEventHandler(async (event) => {
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}
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};
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const testImapConnection = () => {
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const testImapConnection = (retryCount = 0): Promise<boolean> => {
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return new Promise((resolve, reject) => {
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console.log('[test-connection] Testing IMAP connection...');
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console.log(`[test-connection] Testing IMAP connection... (Attempt ${retryCount + 1}/3)`);
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const imap = new Imap(imapConfig);
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// Add a timeout to prevent hanging
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const timeout = setTimeout(() => {
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console.error('[test-connection] IMAP connection timeout');
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imap.end();
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reject(new Error('IMAP connection timeout after 10 seconds'));
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}, 10000); // 10 second timeout
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// Retry on timeout if we haven't exceeded max retries
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if (retryCount < 2) {
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console.log('[test-connection] Retrying IMAP connection after timeout...');
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setTimeout(() => {
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testImapConnection(retryCount + 1)
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.then(resolve)
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.catch(reject);
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}, (retryCount + 1) * 1000); // Exponential backoff
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} else {
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reject(new Error('IMAP connection timeout after 15 seconds and 3 attempts'));
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}
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}, 15000); // 15 second timeout per attempt
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imap.once('ready', () => {
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console.log('[test-connection] IMAP connection successful');
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@@ -88,7 +99,25 @@ export default defineEventHandler(async (event) => {
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imap.once('error', (err: Error) => {
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console.error('[test-connection] IMAP connection error:', err);
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clearTimeout(timeout);
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reject(err);
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// Retry on certain errors if we haven't exceeded max retries
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const shouldRetry = retryCount < 2 && (
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err.message.includes('ECONNRESET') ||
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err.message.includes('ETIMEDOUT') ||
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err.message.includes('ENOTFOUND') ||
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err.message.includes('socket hang up')
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);
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if (shouldRetry) {
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console.log(`[test-connection] Retrying IMAP connection after error: ${err.message}`);
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setTimeout(() => {
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testImapConnection(retryCount + 1)
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.then(resolve)
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.catch(reject);
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}, (retryCount + 1) * 1000); // Exponential backoff
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} else {
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reject(err);
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}
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});
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imap.connect();
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@@ -98,7 +127,7 @@ export default defineEventHandler(async (event) => {
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try {
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await testImapConnection();
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} catch (imapError: any) {
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console.error('[test-connection] IMAP connection failed:', imapError);
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console.error('[test-connection] IMAP connection failed after all retries:', imapError);
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throw new Error(`IMAP connection failed: ${imapError.message || imapError}`);
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}
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56
server/api/eoi/check-signature-status.ts
Normal file
56
server/api/eoi/check-signature-status.ts
Normal file
@@ -0,0 +1,56 @@
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import { getDocumesoDocumentByExternalId, checkDocumentSignatureStatus } from '~/server/utils/documeso';
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export default defineEventHandler(async (event) => {
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const xTagHeader = getRequestHeader(event, "x-tag");
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|
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if (!xTagHeader || (xTagHeader !== "094ut234" && xTagHeader !== "pjnvü1230")) {
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throw createError({ statusCode: 401, statusMessage: "unauthenticated" });
|
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}
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|
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try {
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const query = getQuery(event);
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const interestId = query.interestId as string;
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const documentId = query.documentId as string;
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if (!interestId && !documentId) {
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throw createError({
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statusCode: 400,
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statusMessage: 'Either interest ID or document ID is required',
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});
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}
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// If we have a document ID, check directly
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if (documentId) {
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const status = await checkDocumentSignatureStatus(parseInt(documentId));
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return {
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success: true,
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...status
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};
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}
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// Otherwise, try to find by external ID (using interestId)
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const externalId = `loi-${interestId}`;
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const document = await getDocumesoDocumentByExternalId(externalId);
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if (!document) {
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throw createError({
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statusCode: 404,
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statusMessage: 'Document not found for this interest',
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});
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}
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const status = await checkDocumentSignatureStatus(document.id);
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return {
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success: true,
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documentId: document.id,
|
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...status
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||||
};
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||||
} catch (error: any) {
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console.error('Failed to check signature status:', error);
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throw createError({
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statusCode: error.statusCode || 500,
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statusMessage: error.statusMessage || 'Failed to check signature status',
|
||||
});
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||||
}
|
||||
});
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323
server/api/eoi/send-reminders.ts
Normal file
323
server/api/eoi/send-reminders.ts
Normal file
@@ -0,0 +1,323 @@
|
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import { getDocumesoDocument, checkDocumentSignatureStatus, formatRecipientName } from '~/server/utils/documeso';
|
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import { getInterestById } from '~/server/utils/nocodb';
|
||||
import { sendEmail } from '~/server/utils/email';
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||||
|
||||
interface ReminderEmail {
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to: string;
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subject: string;
|
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html: string;
|
||||
}
|
||||
|
||||
export default defineEventHandler(async (event) => {
|
||||
const xTagHeader = getRequestHeader(event, "x-tag");
|
||||
|
||||
if (!xTagHeader || (xTagHeader !== "094ut234" && xTagHeader !== "pjnvü1230")) {
|
||||
throw createError({ statusCode: 401, statusMessage: "unauthenticated" });
|
||||
}
|
||||
|
||||
try {
|
||||
const body = await readBody(event);
|
||||
const { interestId, documentId } = body;
|
||||
|
||||
if (!interestId || !documentId) {
|
||||
throw createError({
|
||||
statusCode: 400,
|
||||
statusMessage: 'Interest ID and Document ID are required',
|
||||
});
|
||||
}
|
||||
|
||||
// Get interest details
|
||||
const interest = await getInterestById(interestId);
|
||||
if (!interest) {
|
||||
throw createError({
|
||||
statusCode: 404,
|
||||
statusMessage: 'Interest not found',
|
||||
});
|
||||
}
|
||||
|
||||
// Check if reminders are enabled for this interest
|
||||
// For now, we'll assume they're always enabled unless explicitly disabled
|
||||
const remindersEnabled = (interest as any)['reminder_enabled'] !== false;
|
||||
|
||||
if (!remindersEnabled) {
|
||||
return {
|
||||
success: false,
|
||||
message: 'Reminders are disabled for this interest'
|
||||
};
|
||||
}
|
||||
|
||||
// Get document and check signature status
|
||||
const document = await getDocumesoDocument(parseInt(documentId));
|
||||
const status = await checkDocumentSignatureStatus(parseInt(documentId));
|
||||
|
||||
const emailsToSend: ReminderEmail[] = [];
|
||||
const currentHour = new Date().getHours();
|
||||
|
||||
// Determine if we should send reminders based on time
|
||||
const shouldSendMorningReminder = currentHour === 9;
|
||||
const shouldSendAfternoonReminder = currentHour === 16;
|
||||
|
||||
if (!shouldSendMorningReminder && !shouldSendAfternoonReminder) {
|
||||
return {
|
||||
success: false,
|
||||
message: 'Reminders are only sent at 9am and 4pm'
|
||||
};
|
||||
}
|
||||
|
||||
// If client hasn't signed, send reminder to sales (4pm only)
|
||||
if (!status.clientSigned && shouldSendAfternoonReminder) {
|
||||
const salesEmail = generateSalesReminderEmail(interest, document);
|
||||
emailsToSend.push(salesEmail);
|
||||
}
|
||||
|
||||
// If client has signed but others haven't, send reminders to them
|
||||
if (status.clientSigned && !status.allSigned) {
|
||||
for (const recipient of status.unsignedRecipients) {
|
||||
if (recipient.signingOrder > 1) { // Skip client
|
||||
const reminderEmail = generateRecipientReminderEmail(
|
||||
recipient,
|
||||
interest['Full Name'] || 'Client',
|
||||
recipient.signingUrl
|
||||
);
|
||||
emailsToSend.push(reminderEmail);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// Send all emails
|
||||
const results = [];
|
||||
for (const email of emailsToSend) {
|
||||
try {
|
||||
await sendReminderEmail(email);
|
||||
results.push({
|
||||
to: email.to,
|
||||
success: true
|
||||
});
|
||||
} catch (error) {
|
||||
console.error(`Failed to send reminder to ${email.to}:`, error);
|
||||
results.push({
|
||||
to: email.to,
|
||||
success: false,
|
||||
error: error instanceof Error ? error.message : String(error)
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
// Update last reminder sent timestamp
|
||||
await $fetch('/api/update-interest', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'x-tag': xTagHeader,
|
||||
},
|
||||
body: {
|
||||
id: interestId,
|
||||
data: {
|
||||
'last_reminder_sent': new Date().toISOString()
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
return {
|
||||
success: true,
|
||||
remindersSent: results.length,
|
||||
results
|
||||
};
|
||||
} catch (error: any) {
|
||||
console.error('Failed to send reminders:', error);
|
||||
throw createError({
|
||||
statusCode: error.statusCode || 500,
|
||||
statusMessage: error.statusMessage || 'Failed to send reminders',
|
||||
});
|
||||
}
|
||||
});
|
||||
|
||||
function generateRecipientReminderEmail(
|
||||
recipient: any,
|
||||
clientName: string,
|
||||
signUrl: string
|
||||
): ReminderEmail {
|
||||
const recipientFirst = formatRecipientName(recipient);
|
||||
const clientFormatted = clientName;
|
||||
|
||||
const html = `<html>
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<!--[if !mso]><!--><meta http-equiv="X-UA-Compatible" content="IE=edge" /><!--<![endif]-->
|
||||
<title>Port Nimara EOI Signature Request</title>
|
||||
<style type="text/css">
|
||||
table, td { mso-table-lspace:0pt; mso-table-rspace:0pt; }
|
||||
img { border:0; display:block; }
|
||||
p { margin:0; padding:0; }
|
||||
</style>
|
||||
</head>
|
||||
<body style="margin:0; padding:0; background-color:#f2f2f2;">
|
||||
<!--[if gte mso 9]>
|
||||
<v:background xmlns:v="urn:schemas-microsoft-com:vml" fill="true">
|
||||
<v:fill type="frame" src="https://s3.portnimara.com/images/Overhead_1_blur.png" color="#f2f2f2" />
|
||||
</v:background>
|
||||
<![endif]-->
|
||||
|
||||
<table role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"
|
||||
style="background-image:url('https://s3.portnimara.com/images/Overhead_1_blur.png');
|
||||
background-size:cover;
|
||||
background-position:center;
|
||||
background-color:#f2f2f2;">
|
||||
<tr>
|
||||
<td align="center" style="padding:30px;">
|
||||
|
||||
<table role="presentation" width="600" border="0" cellspacing="0" cellpadding="0"
|
||||
style="background-color:#ffffff;
|
||||
border-radius:8px;
|
||||
overflow:hidden;
|
||||
box-shadow:0 2px 4px rgba(0,0,0,0.1);">
|
||||
<tr>
|
||||
<td style="padding:20px; font-family:Arial, sans-serif; color:#333333;">
|
||||
<!-- logo -->
|
||||
<center>
|
||||
<img
|
||||
src="https://s3.portnimara.com/images/Port%20Nimara%20New%20Logo-Circular%20Frame_250px.png"
|
||||
alt="Port Nimara Logo"
|
||||
width="100"
|
||||
style="margin-bottom:20px;"
|
||||
/>
|
||||
</center>
|
||||
|
||||
<!-- greeting & body -->
|
||||
<p style="margin-bottom:10px; font-size:16px;">
|
||||
Dear <strong>${recipientFirst}</strong>,
|
||||
</p>
|
||||
<p style="margin-bottom:20px; font-size:16px;">
|
||||
There is an EOI from <strong>${clientFormatted}</strong> waiting to be signed.
|
||||
Please click the button below to review and sign the document.
|
||||
If you need any assistance, please reach out to the sales team.
|
||||
</p>
|
||||
|
||||
<!-- CTA button -->
|
||||
<p style="text-align:center; margin:30px 0;">
|
||||
<a href="${signUrl}"
|
||||
style="display:inline-block;
|
||||
background-color:#007bff;
|
||||
color:#ffffff;
|
||||
text-decoration:none;
|
||||
padding:10px 20px;
|
||||
border-radius:5px;
|
||||
font-weight:bold;">
|
||||
Sign Your EOI
|
||||
</a>
|
||||
</p>
|
||||
|
||||
<!-- closing -->
|
||||
<p style="font-size:16px;">
|
||||
Thank you,<br/>
|
||||
- The Port Nimara CRM
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>`;
|
||||
|
||||
// For testing, send to matt@portnimara.com
|
||||
return {
|
||||
to: 'matt@portnimara.com', // TODO: Change to recipient.email after testing
|
||||
subject: `EOI Signature Reminder - ${clientName}`,
|
||||
html
|
||||
};
|
||||
}
|
||||
|
||||
function generateSalesReminderEmail(interest: any, document: any): ReminderEmail {
|
||||
const clientName = interest['Full Name'] || 'Client';
|
||||
|
||||
const html = `<html>
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<!--[if !mso]><!--><meta http-equiv="X-UA-Compatible" content="IE=edge" /><!--<![endif]-->
|
||||
<title>Port Nimara EOI Signature Reminder</title>
|
||||
<style type="text/css">
|
||||
table, td { mso-table-lspace:0pt; mso-table-rspace:0pt; }
|
||||
img { border:0; display:block; }
|
||||
p { margin:0; padding:0; }
|
||||
</style>
|
||||
</head>
|
||||
<body style="margin:0; padding:0; background-color:#f2f2f2;">
|
||||
<table role="presentation" width="100%" border="0" cellspacing="0" cellpadding="0"
|
||||
style="background-image:url('https://s3.portnimara.com/images/Overhead_1_blur.png');
|
||||
background-size:cover;
|
||||
background-position:center;
|
||||
background-color:#f2f2f2;">
|
||||
<tr>
|
||||
<td align="center" style="padding:30px;">
|
||||
|
||||
<table role="presentation" width="600" border="0" cellspacing="0" cellpadding="0"
|
||||
style="background-color:#ffffff;
|
||||
border-radius:8px;
|
||||
overflow:hidden;
|
||||
box-shadow:0 2px 4px rgba(0,0,0,0.1);">
|
||||
<tr>
|
||||
<td style="padding:20px; font-family:Arial, sans-serif; color:#333333;">
|
||||
<!-- logo -->
|
||||
<center>
|
||||
<img
|
||||
src="https://s3.portnimara.com/images/Port%20Nimara%20New%20Logo-Circular%20Frame_250px.png"
|
||||
alt="Port Nimara Logo"
|
||||
width="100"
|
||||
style="margin-bottom:20px;"
|
||||
/>
|
||||
</center>
|
||||
|
||||
<!-- greeting & body -->
|
||||
<p style="margin-bottom:10px; font-size:16px;">
|
||||
Dear Sales Team,
|
||||
</p>
|
||||
<p style="margin-bottom:20px; font-size:16px;">
|
||||
The EOI for <strong>${clientName}</strong> has not been signed by the client yet.
|
||||
Please follow up with them to ensure the document is signed.
|
||||
Document: ${document.title}
|
||||
</p>
|
||||
|
||||
<!-- closing -->
|
||||
<p style="font-size:16px;">
|
||||
Thank you,<br/>
|
||||
- The Port Nimara CRM
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>`;
|
||||
|
||||
return {
|
||||
to: 'sales@portnimara.com',
|
||||
subject: `Action Required: EOI Not Signed - ${clientName}`,
|
||||
html
|
||||
};
|
||||
}
|
||||
|
||||
async function sendReminderEmail(email: ReminderEmail) {
|
||||
// Use noreply@portnimara.com credentials with correct mail server
|
||||
const credentials = {
|
||||
host: 'mail.portnimara.com',
|
||||
port: 465,
|
||||
secure: true,
|
||||
auth: {
|
||||
user: 'noreply@portnimara.com',
|
||||
pass: 'sJw6GW5G5bCI1EtBIq3J2hVm8xCOMw1kQs1puS6g0yABqkrwj'
|
||||
}
|
||||
};
|
||||
|
||||
// Send email using the existing email utility
|
||||
await sendEmail({
|
||||
from: 'Port Nimara CRM <noreply@portnimara.com>',
|
||||
to: email.to,
|
||||
subject: email.subject,
|
||||
html: email.html
|
||||
}, credentials);
|
||||
}
|
||||
141
server/api/eoi/upload-document.ts
Normal file
141
server/api/eoi/upload-document.ts
Normal file
@@ -0,0 +1,141 @@
|
||||
import { uploadFile, createBucketIfNotExists, getMinioClient } from '~/server/utils/minio';
|
||||
import { updateInterestEOIDocument } from '~/server/utils/nocodb';
|
||||
import formidable from 'formidable';
|
||||
import { promises as fs } from 'fs';
|
||||
import mime from 'mime-types';
|
||||
|
||||
export default defineEventHandler(async (event) => {
|
||||
const xTagHeader = getRequestHeader(event, "x-tag");
|
||||
|
||||
if (!xTagHeader || (xTagHeader !== "094ut234" && xTagHeader !== "pjnvü1230")) {
|
||||
throw createError({ statusCode: 401, statusMessage: "unauthenticated" });
|
||||
}
|
||||
|
||||
try {
|
||||
// Get interestId from query params
|
||||
const query = getQuery(event);
|
||||
const interestId = query.interestId as string;
|
||||
|
||||
if (!interestId) {
|
||||
throw createError({
|
||||
statusCode: 400,
|
||||
statusMessage: 'Interest ID is required',
|
||||
});
|
||||
}
|
||||
|
||||
// Ensure EOIs folder exists
|
||||
await createBucketIfNotExists('nda-documents');
|
||||
|
||||
// Parse multipart form data
|
||||
const form = formidable({
|
||||
maxFileSize: 50 * 1024 * 1024, // 50MB limit
|
||||
keepExtensions: true,
|
||||
});
|
||||
|
||||
const [fields, files] = await form.parse(event.node.req);
|
||||
|
||||
// Handle the uploaded file
|
||||
const uploadedFile = Array.isArray(files.file) ? files.file[0] : files.file;
|
||||
|
||||
if (!uploadedFile) {
|
||||
throw createError({
|
||||
statusCode: 400,
|
||||
statusMessage: 'No file uploaded',
|
||||
});
|
||||
}
|
||||
|
||||
// Read file buffer
|
||||
const fileBuffer = await fs.readFile(uploadedFile.filepath);
|
||||
|
||||
// Generate filename with timestamp
|
||||
const timestamp = Date.now();
|
||||
const sanitizedName = uploadedFile.originalFilename?.replace(/[^a-zA-Z0-9.-]/g, '_') || 'eoi-document.pdf';
|
||||
const fileName = `EOIs/${interestId}-${timestamp}-${sanitizedName}`;
|
||||
|
||||
// Get content type
|
||||
const contentType = mime.lookup(uploadedFile.originalFilename || '') || 'application/pdf';
|
||||
|
||||
// Upload to MinIO
|
||||
await uploadFile(fileName, fileBuffer, contentType);
|
||||
|
||||
// Clean up temp file
|
||||
await fs.unlink(uploadedFile.filepath);
|
||||
|
||||
// Get download URL for the uploaded file
|
||||
const client = getMinioClient();
|
||||
const url = await client.presignedGetObject('nda-documents', fileName, 24 * 60 * 60); // 24 hour expiry
|
||||
|
||||
// Prepare document data for database
|
||||
const documentData = {
|
||||
title: uploadedFile.originalFilename || 'EOI Document',
|
||||
filename: fileName,
|
||||
url: url,
|
||||
size: uploadedFile.size,
|
||||
uploadedAt: new Date().toISOString()
|
||||
};
|
||||
|
||||
// Update interest with EOI document information
|
||||
await updateInterestEOIDocument(interestId, documentData);
|
||||
|
||||
// Also update the status fields
|
||||
const updateData: any = {
|
||||
'EOI Status': 'Waiting for Signatures',
|
||||
'EOI Time Sent': new Date().toISOString()
|
||||
};
|
||||
|
||||
// Update Sales Process Level if it's below "LOI and NDA Sent"
|
||||
const currentLevel = await getCurrentSalesLevel(interestId);
|
||||
if (shouldUpdateSalesLevel(currentLevel)) {
|
||||
updateData['Sales Process Level'] = 'LOI and NDA Sent';
|
||||
}
|
||||
|
||||
// Update the interest
|
||||
await $fetch('/api/update-interest', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'x-tag': xTagHeader,
|
||||
},
|
||||
body: {
|
||||
id: interestId,
|
||||
data: updateData
|
||||
}
|
||||
});
|
||||
|
||||
return {
|
||||
success: true,
|
||||
document: documentData,
|
||||
message: 'EOI document uploaded successfully',
|
||||
};
|
||||
} catch (error: any) {
|
||||
console.error('Failed to upload EOI document:', error);
|
||||
throw createError({
|
||||
statusCode: 500,
|
||||
statusMessage: error.message || 'Failed to upload EOI document',
|
||||
});
|
||||
}
|
||||
});
|
||||
|
||||
async function getCurrentSalesLevel(interestId: string): Promise<string> {
|
||||
try {
|
||||
const interest = await $fetch(`/api/get-interest-by-id`, {
|
||||
headers: {
|
||||
'x-tag': '094ut234',
|
||||
},
|
||||
params: {
|
||||
id: interestId,
|
||||
},
|
||||
});
|
||||
return interest['Sales Process Level'] || '';
|
||||
} catch (error) {
|
||||
console.error('Failed to get current sales level:', error);
|
||||
return '';
|
||||
}
|
||||
}
|
||||
|
||||
function shouldUpdateSalesLevel(currentLevel: string): boolean {
|
||||
const levelsBeforeLOI = [
|
||||
'General Qualified Interest',
|
||||
'Specific Qualified Interest'
|
||||
];
|
||||
return levelsBeforeLOI.includes(currentLevel);
|
||||
}
|
||||
@@ -12,6 +12,14 @@ export default defineEventHandler(async (event) => {
|
||||
});
|
||||
}
|
||||
|
||||
// Protect EOIs folder from deletion
|
||||
if (fileName === 'EOIs/' || fileName === 'EOIs') {
|
||||
throw createError({
|
||||
statusCode: 403,
|
||||
statusMessage: 'The EOIs folder is protected and cannot be deleted',
|
||||
});
|
||||
}
|
||||
|
||||
// Delete folder or file based on type
|
||||
if (isFolder) {
|
||||
await deleteFolder(fileName);
|
||||
|
||||
@@ -12,16 +12,44 @@ export default defineEventHandler(async (event) => {
|
||||
});
|
||||
}
|
||||
|
||||
// Get the download URL from MinIO
|
||||
const url = await getDownloadUrl(fileName);
|
||||
// Retry logic for getting download URL and fetching file
|
||||
let response: Response | null = null;
|
||||
let lastError: any = null;
|
||||
|
||||
// Fetch the file from MinIO
|
||||
const response = await fetch(url);
|
||||
for (let attempt = 0; attempt < 3; attempt++) {
|
||||
try {
|
||||
console.log(`[proxy-download] Attempting to download ${fileName} (attempt ${attempt + 1}/3)`);
|
||||
|
||||
// Get the download URL from MinIO
|
||||
const url = await getDownloadUrl(fileName);
|
||||
|
||||
// Fetch the file from MinIO with timeout
|
||||
const controller = new AbortController();
|
||||
const timeout = setTimeout(() => controller.abort(), 30000); // 30 second timeout
|
||||
|
||||
response = await fetch(url, { signal: controller.signal });
|
||||
clearTimeout(timeout);
|
||||
|
||||
if (response.ok) {
|
||||
break; // Success, exit retry loop
|
||||
}
|
||||
|
||||
lastError = new Error(`HTTP ${response.status}: ${response.statusText}`);
|
||||
} catch (error: any) {
|
||||
lastError = error;
|
||||
console.error(`[proxy-download] Attempt ${attempt + 1} failed:`, error.message);
|
||||
|
||||
// Wait before retry with exponential backoff
|
||||
if (attempt < 2) {
|
||||
await new Promise(resolve => setTimeout(resolve, (attempt + 1) * 1000));
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
if (!response.ok) {
|
||||
if (!response || !response.ok) {
|
||||
throw createError({
|
||||
statusCode: response.status,
|
||||
statusMessage: 'Failed to fetch file from storage',
|
||||
statusCode: response?.status || 500,
|
||||
statusMessage: lastError?.message || 'Failed to fetch file from storage after 3 attempts',
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
@@ -8,7 +8,15 @@ export default defineEventHandler(async (event) => {
|
||||
if (!oldName || !newName) {
|
||||
throw createError({
|
||||
statusCode: 400,
|
||||
statusMessage: 'Old name and new name are required',
|
||||
statusMessage: 'Both old and new names are required',
|
||||
});
|
||||
}
|
||||
|
||||
// Protect EOIs folder from renaming
|
||||
if (oldName === 'EOIs/' || oldName === 'EOIs') {
|
||||
throw createError({
|
||||
statusCode: 403,
|
||||
statusMessage: 'The EOIs folder is protected and cannot be renamed',
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
Reference in New Issue
Block a user