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:
153
server/utils/documeso.ts
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153
server/utils/documeso.ts
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// Documeso API client utilities
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interface DocumesoConfig {
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apiUrl: string;
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apiKey: string;
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}
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interface DocumesoRecipient {
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id: number;
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documentId: number;
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email: string;
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name: string;
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role: 'SIGNER' | 'APPROVER' | 'VIEWER';
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signingOrder: number;
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token: string;
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signedAt: string | null;
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readStatus: 'NOT_OPENED' | 'OPENED';
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signingStatus: 'NOT_SIGNED' | 'SIGNED';
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sendStatus: 'NOT_SENT' | 'SENT';
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signingUrl: string;
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}
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interface DocumesoDocument {
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id: number;
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externalId: string;
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userId: number;
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teamId: number;
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title: string;
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status: 'DRAFT' | 'PENDING' | 'COMPLETED' | 'CANCELLED';
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documentDataId: string;
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createdAt: string;
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updatedAt: string;
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completedAt: string | null;
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recipients: DocumesoRecipient[];
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}
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interface DocumesoListResponse {
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documents: DocumesoDocument[];
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total: number;
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page: number;
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perPage: number;
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}
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// Get Documeso configuration
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const getDocumesoConfig = (): DocumesoConfig => {
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return {
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apiUrl: 'https://signatures.portnimara.dev/api/v1',
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apiKey: 'Bearer api_malptg62zqyb0wrp'
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};
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};
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// Fetch a single document by ID
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export const getDocumesoDocument = async (documentId: number): Promise<DocumesoDocument> => {
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const config = getDocumesoConfig();
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try {
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const response = await $fetch<DocumesoDocument>(`${config.apiUrl}/documents/${documentId}`, {
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headers: {
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'Authorization': config.apiKey,
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'Content-Type': 'application/json'
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}
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});
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return response;
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} catch (error) {
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console.error('Failed to fetch Documeso document:', error);
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throw error;
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}
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};
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// Search documents by external ID (e.g., 'loi-94')
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export const searchDocumesoDocuments = async (externalId?: string): Promise<DocumesoDocument[]> => {
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const config = getDocumesoConfig();
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try {
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const response = await $fetch<DocumesoListResponse>(`${config.apiUrl}/documents`, {
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headers: {
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'Authorization': config.apiKey,
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'Content-Type': 'application/json'
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},
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params: {
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perPage: 100
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}
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});
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// If externalId is provided, filter by it
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if (externalId) {
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return response.documents.filter(doc => doc.externalId === externalId);
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}
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return response.documents;
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} catch (error) {
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console.error('Failed to search Documeso documents:', error);
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throw error;
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}
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};
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// Get document by external ID (e.g., 'loi-94')
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export const getDocumesoDocumentByExternalId = async (externalId: string): Promise<DocumesoDocument | null> => {
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const documents = await searchDocumesoDocuments(externalId);
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return documents.length > 0 ? documents[0] : null;
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};
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// Check signature status for a document
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export const checkDocumentSignatureStatus = async (documentId: number): Promise<{
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documentStatus: string;
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unsignedRecipients: DocumesoRecipient[];
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signedRecipients: DocumesoRecipient[];
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clientSigned: boolean;
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allSigned: boolean;
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}> => {
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const document = await getDocumesoDocument(documentId);
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const unsignedRecipients = document.recipients.filter(r => r.signingStatus === 'NOT_SIGNED');
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const signedRecipients = document.recipients.filter(r => r.signingStatus === 'SIGNED');
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// Check if client (signingOrder = 1) has signed
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const clientRecipient = document.recipients.find(r => r.signingOrder === 1);
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const clientSigned = clientRecipient ? clientRecipient.signingStatus === 'SIGNED' : false;
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const allSigned = unsignedRecipients.length === 0;
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return {
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documentStatus: document.status,
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unsignedRecipients,
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signedRecipients,
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clientSigned,
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allSigned
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};
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};
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// Get recipients who need to sign (excluding client)
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export const getRecipientsToRemind = async (documentId: number): Promise<DocumesoRecipient[]> => {
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const status = await checkDocumentSignatureStatus(documentId);
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// Only remind if client has signed
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if (!status.clientSigned) {
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return [];
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}
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// Return unsigned recipients with signingOrder > 1
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return status.unsignedRecipients.filter(r => r.signingOrder > 1);
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};
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// Format recipient name for emails
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export const formatRecipientName = (recipient: DocumesoRecipient): string => {
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const firstName = recipient.name.split(' ')[0];
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return firstName;
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};
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// Get signing URL for a recipient
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export const getSigningUrl = (recipient: DocumesoRecipient): string => {
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return recipient.signingUrl;
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};
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81
server/utils/email-utils.ts
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81
server/utils/email-utils.ts
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import { simpleParser } from 'mailparser';
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import type { ParsedMail } from 'mailparser';
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import Imap from 'imap';
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export type { ParsedMail };
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export interface EmailCredentials {
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user: string;
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password: string;
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host: string;
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port: number;
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tls: boolean;
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}
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export async function parseEmail(emailContent: string): Promise<ParsedMail> {
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return await simpleParser(emailContent);
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}
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export function getIMAPConnection(credentials: EmailCredentials): Promise<Imap> {
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return new Promise((resolve, reject) => {
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const imap = new Imap({
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user: credentials.user,
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password: credentials.password,
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host: credentials.host,
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port: credentials.port,
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tls: credentials.tls,
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tlsOptions: { rejectUnauthorized: false }
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});
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imap.once('ready', () => {
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console.log('[IMAP] Connection ready');
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resolve(imap);
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});
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imap.once('error', (err: Error) => {
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console.error('[IMAP] Connection error:', err);
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reject(err);
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});
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imap.connect();
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});
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}
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export function searchEmails(imap: Imap, criteria: any[]): Promise<number[]> {
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return new Promise((resolve, reject) => {
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imap.search(criteria, (err: Error | null, results: number[]) => {
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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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}
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export function fetchEmail(imap: Imap, msgId: number, options: any): Promise<string> {
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return new Promise((resolve, reject) => {
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let emailData = '';
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const fetch = imap.fetch(msgId, options);
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fetch.on('message', (msg: any) => {
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msg.on('body', (stream: any) => {
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stream.on('data', (chunk: Buffer) => {
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emailData += chunk.toString();
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});
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stream.once('end', () => {
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resolve(emailData);
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});
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});
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});
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fetch.once('error', (err: Error) => {
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reject(err);
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});
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fetch.once('end', () => {
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if (!emailData) {
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reject(new Error('No email data received'));
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}
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});
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});
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}
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45
server/utils/email.ts
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45
server/utils/email.ts
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import nodemailer from 'nodemailer';
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interface EmailOptions {
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from: string;
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to: string;
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subject: string;
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html?: string;
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text?: string;
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}
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interface SmtpConfig {
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host: string;
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port: number;
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secure: boolean;
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auth: {
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user: string;
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pass: string;
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};
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}
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export async function sendEmail(options: EmailOptions, config?: SmtpConfig) {
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// Use provided config or default to environment config
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const smtpConfig = config || {
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host: process.env.SMTP_HOST || 'mail.portnimara.com',
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port: parseInt(process.env.SMTP_PORT || '465'),
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secure: process.env.SMTP_SECURE !== 'false',
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auth: {
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user: process.env.SMTP_USER || '',
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pass: process.env.SMTP_PASS || ''
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}
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};
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// Create transporter
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const transporter = nodemailer.createTransport(smtpConfig);
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// Send email
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try {
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const info = await transporter.sendMail(options);
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console.log('Email sent:', info.messageId);
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return info;
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} catch (error) {
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console.error('Failed to send email:', error);
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throw error;
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}
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}
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@@ -297,3 +297,21 @@ export const renameFolder = async (oldPath: string, newPath: string) => {
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});
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});
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};
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// Create bucket if it doesn't exist
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export const createBucketIfNotExists = async (bucketName?: string) => {
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const client = getMinioClient();
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const bucket = bucketName || useRuntimeConfig().minio.bucketName;
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try {
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const exists = await client.bucketExists(bucket);
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if (!exists) {
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await client.makeBucket(bucket);
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console.log(`Bucket '${bucket}' created successfully`);
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}
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return true;
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} catch (error) {
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console.error('Error creating bucket:', error);
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throw error;
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}
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};
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@@ -299,3 +299,34 @@ export const triggerWebhook = async (url: string, payload: any) =>
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method: "POST",
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body: payload,
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});
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export const updateInterestEOIDocument = async (id: string, documentData: any) => {
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console.log('[nocodb.updateInterestEOIDocument] Updating EOI document for interest:', id);
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// Get existing EOI Document array or create new one
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const interest = await getInterestById(id);
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const existingDocuments = interest['EOI Document'] || [];
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// Add the new document to the array
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const updatedDocuments = [...existingDocuments, documentData];
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// Update the interest with the new EOI Document array
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return updateInterest(id, {
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'EOI Document': updatedDocuments
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});
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};
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export const getInterestByFieldAsync = async (fieldName: string, value: any): Promise<Interest | null> => {
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try {
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const response = await getInterests();
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const interests = response.list || [];
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// Find interest where the field matches the value
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const interest = interests.find(i => (i as any)[fieldName] === value);
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return interest || null;
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} catch (error) {
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console.error('Error fetching interest by field:', error);
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return null;
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}
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};
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