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port-nimara-client-portal
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feat: Implement EOI document validation and orphaned data cleanup 

- Add new /api/eoi/validate-document endpoint to check document existence
- Automatically clean up orphaned database records when documents don't exist in Documenso
- Update EOISection component to validate documents on mount
- Enhanced delete-generated-document endpoint to handle already-deleted documents
- Updated check-signature-status endpoint with validation logic
- Prevents EOI section from showing when document no longer exists
- Self-healing system that fixes data inconsistencies automatically

Key improvements:
- Validates document existence before showing EOI management UI
- Cleans up documensoID, signature links, and status fields when document is missing
- Graceful handling of 404 errors from Documenso API
- Background validation with user-friendly notifications
- Prevents phantom EOI states that appear generated but don't exist
This commit is contained in:
Matt 2025-06-12 17:04:45 +02:00
parent b25e93d2a0
commit 41a6f7f1c8
4 changed files with 247 additions and 13 deletions
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51
components/EOISection.vue
View File

@ -520,6 +520,7 @@ const isDeleting = ref(false);
const isDeletingGenerated = ref(false);
const signatureStatus = ref<any>(null);
const isCheckingSignatures = ref(false);
const isValidatingDocument = ref(false);
const hasGeneratedEOI = computed(() => {
// Primary check: documensoID must exist for a generated EOI
@ -857,10 +858,56 @@ const deleteGeneratedEOI = async () => {
}
};
const validateDocument = async () => {
if (!props.interest['documensoID']) return;
isValidatingDocument.value = true;
try {
console.log('[EOI Section] Validating document for interest:', props.interest.Id);
const response = await $fetch<{
success: boolean;
valid: boolean;
cleaned: boolean;
message: string;
documentStatus?: string;
}>('/api/eoi/validate-document', {
headers: {
'x-tag': '094ut234'
},
params: {
interestId: props.interest.Id.toString()
}
});
if (response.success) {
if (response.cleaned) {
console.log('[EOI Section] Document validation cleaned up orphaned records');
toast.info('Detected and cleaned up orphaned EOI data');
emit('update'); // Refresh parent to reflect cleaned state
} else {
console.log('[EOI Section] Document validation passed');
}
}
} catch (error: any) {
console.error('[EOI Section] Failed to validate document:', error);
// Don't show error to user - validation is a background process
} finally {
isValidatingDocument.value = false;
}
};
// Check signature status on mount if EOI is generated
onMounted(() => {
if (hasGeneratedEOI.value && !isEOISigned.value) {
checkSignatureStatus();
if (hasGeneratedEOI.value) {
// First validate the document exists
validateDocument().then(() => {
// Only check signature status if document is still valid after validation
if (hasGeneratedEOI.value && !isEOISigned.value) {
checkSignatureStatus();
}
});
}
});
</script>

48
server/api/eoi/check-signature-status.ts
View File

@ -1,5 +1,6 @@
import { getDocumesoDocumentByExternalId, checkDocumentSignatureStatus } from '~/server/utils/documeso';
import { getInterestById } from '~/server/utils/nocodb';
import { getInterestById, updateInterest } from '~/server/utils/nocodb';
import type { InterestSalesProcessLevel, EOIStatus } from '~/utils/types';
export default defineEventHandler(async (event) => {
const xTagHeader = getRequestHeader(event, "x-tag");
@ -44,12 +45,45 @@ export default defineEventHandler(async (event) => {
// If we have a stored documensoID, use it directly
if (interest && interest['documensoID']) {
console.log('[check-signature-status] Using stored documensoID:', interest['documensoID']);
const status = await checkDocumentSignatureStatus(parseInt(interest['documensoID']));
return {
success: true,
documentId: parseInt(interest['documensoID']),
...status
};
try {
const status = await checkDocumentSignatureStatus(parseInt(interest['documensoID']));
return {
success: true,
documentId: parseInt(interest['documensoID']),
...status
};
} catch (error: any) {
console.error('[check-signature-status] Failed to check status for stored documensoID:', error);
// If document not found (404), clean up the database
if (error.status === 404 || error.statusCode === 404 || error.message?.includes('404')) {
console.log('[check-signature-status] Document not found - cleaning up orphaned database records');
const updateData = {
'EOI Status': 'Awaiting Further Details' as EOIStatus,
'Sales Process Level': 'Specific Qualified Interest' as InterestSalesProcessLevel,
'EOI Time Sent': undefined,
'Signature Link Client': undefined,
'Signature Link CC': undefined,
'Signature Link Developer': undefined,
'EmbeddedSignatureLinkClient': undefined,
'EmbeddedSignatureLinkCC': undefined,
'EmbeddedSignatureLinkDeveloper': undefined,
'documensoID': undefined,
'reminder_enabled': false
};
await updateInterest(interestId, updateData);
throw createError({
statusCode: 404,
statusMessage: 'Document not found - database cleaned up',
});
}
// Re-throw other errors
throw error;
}
}
// Otherwise, try to find by external ID (using interestId) - fallback method

32
server/api/eoi/delete-generated-document.ts
View File

@ -74,6 +74,8 @@ export default defineEventHandler(async (event) => {
}
console.log('[Delete Generated EOI] Deleting document from Documenso');
let documensoDeleteSuccessful = false;
try {
const deleteResponse = await fetch(`${documensoBaseUrl}/api/v1/documents/${documensoID}`, {
method: 'DELETE',
@ -86,15 +88,37 @@ export default defineEventHandler(async (event) => {
if (!deleteResponse.ok) {
const errorText = await deleteResponse.text();
console.error('[Delete Generated EOI] Documenso deletion failed:', errorText);
throw new Error(`Failed to delete document from Documenso: ${deleteResponse.statusText}`);
}
console.log('[Delete Generated EOI] Successfully deleted document from Documenso');
// If it's a 404, the document is already gone, which is what we want
if (deleteResponse.status === 404) {
console.log('[Delete Generated EOI] Document already deleted from Documenso (404) - proceeding with database cleanup');
documensoDeleteSuccessful = true;
} else {
throw new Error(`Failed to delete document from Documenso: ${deleteResponse.statusText}`);
}
} else {
console.log('[Delete Generated EOI] Successfully deleted document from Documenso');
documensoDeleteSuccessful = true;
}
} catch (error: any) {
console.error('[Delete Generated EOI] Documenso deletion error:', error);
// Check if it's a network error or 404 - in those cases, proceed with cleanup
if (error.message?.includes('404') || error.status === 404) {
console.log('[Delete Generated EOI] Document not found in Documenso - proceeding with database cleanup');
documensoDeleteSuccessful = true;
} else {
throw createError({
statusCode: 500,
statusMessage: `Failed to delete document from Documenso: ${error.message}`,
});
}
}
if (!documensoDeleteSuccessful) {
throw createError({
statusCode: 500,
statusMessage: `Failed to delete document from Documenso: ${error.message}`,
statusMessage: 'Failed to delete document from Documenso',
});
}

129
server/api/eoi/validate-document.ts Normal file
View File

@ -0,0 +1,129 @@
import { getInterestById, updateInterest } from '~/server/utils/nocodb';
import { getDocumesoDocument } from '~/server/utils/documeso';
import type { InterestSalesProcessLevel, EOIStatus } from '~/utils/types';
export default defineEventHandler(async (event) => {
const xTagHeader = getRequestHeader(event, "x-tag");
console.log('[Validate Document] Request received with x-tag:', xTagHeader);
if (!xTagHeader || (xTagHeader !== "094ut234" && xTagHeader !== "pjnvü1230")) {
console.error('[Validate Document] Authentication failed - invalid x-tag');
throw createError({ statusCode: 401, statusMessage: "unauthenticated" });
}
try {
const query = getQuery(event);
const { interestId } = query;
console.log('[Validate Document] Interest ID:', interestId);
if (!interestId) {
console.error('[Validate Document] No interest ID provided');
throw createError({
statusCode: 400,
statusMessage: 'Interest ID is required',
});
}
// Get current interest data
const interest = await getInterestById(interestId.toString());
if (!interest) {
throw createError({
statusCode: 404,
statusMessage: 'Interest not found',
});
}
const documensoID = interest['documensoID'];
console.log('[Validate Document] Documenso ID:', documensoID);
// If no documensoID, the state is already clean
if (!documensoID) {
console.log('[Validate Document] No documensoID found - state is clean');
return {
success: true,
valid: true,
message: 'No document ID found - state is clean',
cleaned: false
};
}
// Try to fetch the document from Documenso
let documentExists = true;
let documentStatus = null;
try {
console.log('[Validate Document] Checking document existence in Documenso');
const document = await getDocumesoDocument(parseInt(documensoID));
documentStatus = document.status;
console.log('[Validate Document] Document exists with status:', documentStatus);
} catch (error: any) {
console.log('[Validate Document] Document check failed:', error.message);
// If it's a 404 or similar error, the document doesn't exist
if (error.status === 404 || error.statusCode === 404 || error.message?.includes('404')) {
documentExists = false;
console.log('[Validate Document] Document not found in Documenso - will clean up database');
} else {
// For other errors, we'll assume the document exists but there's a connection issue
console.warn('[Validate Document] Unable to verify document existence due to API error:', error.message);
return {
success: true,
valid: true,
message: 'Unable to verify document existence due to API error',
cleaned: false,
error: error.message
};
}
}
// If document doesn't exist, clean up the database
if (!documentExists) {
console.log('[Validate Document] Cleaning up orphaned database records');
const updateData = {
'EOI Status': 'Awaiting Further Details' as EOIStatus,
'Sales Process Level': 'Specific Qualified Interest' as InterestSalesProcessLevel,
'EOI Time Sent': undefined,
'Signature Link Client': undefined,
'Signature Link CC': undefined,
'Signature Link Developer': undefined,
'EmbeddedSignatureLinkClient': undefined,
'EmbeddedSignatureLinkCC': undefined,
'EmbeddedSignatureLinkDeveloper': undefined,
'documensoID': undefined,
'reminder_enabled': false
};
// Update the interest
await updateInterest(interestId.toString(), updateData);
console.log('[Validate Document] Database cleanup completed');
return {
success: true,
valid: false,
message: 'Document not found in Documenso - database cleaned up',
cleaned: true
};
}
// Document exists and is valid
return {
success: true,
valid: true,
message: 'Document exists and is valid',
cleaned: false,
documentStatus
};
} catch (error: any) {
console.error('[Validate Document] Failed to validate document:', error);
console.error('[Validate Document] Error stack:', error.stack);
throw createError({
statusCode: error.statusCode || 500,
statusMessage: error.statusMessage || error.message || 'Failed to validate document',
});
}
});