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port-nimara-client-portal
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updates

This commit is contained in:
Matt 2025-06-11 13:50:51 +02:00
parent e5b8affa84
commit a49322f852
3 changed files with 571 additions and 75 deletions
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410
components/EOISection.vue
View File

@ -31,7 +31,7 @@
<!-- Generate EOI Button - Only show if no documents uploaded -->
<div v-if="!hasEOI && !hasEOIDocuments" class="d-flex flex-wrap gap-2">
<v-btn
@click="generateEOI"
@click="generateEOI(0, false)"
:loading="isGenerating"
color="primary"
variant="flat"
@ -84,66 +84,112 @@
</div>
<!-- Signature Links - Only show if EOI is generated but not uploaded/signed -->
<v-list v-if="hasEOI && !isEOISigned" :density="mobile ? 'compact' : 'comfortable'">
<v-list-item class="mb-2">
<template v-slot:prepend>
<v-avatar color="primary" :size="mobile ? 32 : 40">
<v-icon :size="mobile ? 'small' : 'default'">mdi-account</v-icon>
</v-avatar>
</template>
<v-list-item-title :class="mobile ? 'text-body-2' : ''">Client Signature Link</v-list-item-title>
<v-list-item-subtitle :class="mobile ? 'text-caption' : ''">{{ interest['Full Name'] }}</v-list-item-subtitle>
<template v-slot:append>
<v-btn
icon="mdi-content-copy"
variant="text"
:size="mobile ? 'small' : 'default'"
@click="copyLink(interest['Signature Link Client'])"
></v-btn>
</template>
</v-list-item>
<div v-if="hasEOI && !isEOISigned">
<div class="d-flex align-center mb-3">
<v-chip color="info" variant="tonal" size="small" prepend-icon="mdi-account-multiple">
Signature Status
</v-chip>
<v-btn
icon="mdi-refresh"
variant="text"
size="small"
:loading="isCheckingStatus"
@click="checkSignatureStatus"
class="ml-2"
></v-btn>
</div>
<v-list :density="mobile ? 'compact' : 'comfortable'">
<v-list-item class="mb-2">
<template v-slot:prepend>
<v-avatar color="primary" :size="mobile ? 32 : 40">
<v-icon :size="mobile ? 'small' : 'default'">mdi-account</v-icon>
</v-avatar>
</template>
<v-list-item-title :class="mobile ? 'text-body-2' : ''">Client Signature Link</v-list-item-title>
<v-list-item-subtitle :class="mobile ? 'text-caption' : ''">{{ interest['Full Name'] }}</v-list-item-subtitle>
<template v-slot:append>
<div class="d-flex align-center">
<v-icon
v-if="getSignatureStatusIcon('client')"
:color="getSignatureStatusColor('client')"
:size="mobile ? 'small' : 'default'"
class="mr-2"
>
{{ getSignatureStatusIcon('client') }}
</v-icon>
<v-btn
icon="mdi-content-copy"
variant="text"
:size="mobile ? 'small' : 'default'"
@click="copyLink(interest['Signature Link Client'])"
></v-btn>
</div>
</template>
</v-list-item>
<v-list-item class="mb-2">
<template v-slot:prepend>
<v-avatar color="success" :size="mobile ? 32 : 40">
<v-icon :size="mobile ? 'small' : 'default'">mdi-account-check</v-icon>
</v-avatar>
</template>
<v-list-item-title :class="mobile ? 'text-body-2' : ''">CC Signature Link</v-list-item-title>
<v-list-item-subtitle :class="mobile ? 'text-caption' : ''">Oscar Faragher</v-list-item-subtitle>
<template v-slot:append>
<v-btn
icon="mdi-content-copy"
variant="text"
:size="mobile ? 'small' : 'default'"
@click="copyLink(interest['Signature Link CC'])"
></v-btn>
</template>
</v-list-item>
<v-list-item class="mb-2">
<template v-slot:prepend>
<v-avatar color="success" :size="mobile ? 32 : 40">
<v-icon :size="mobile ? 'small' : 'default'">mdi-account-check</v-icon>
</v-avatar>
</template>
<v-list-item-title :class="mobile ? 'text-body-2' : ''">CC Signature Link</v-list-item-title>
<v-list-item-subtitle :class="mobile ? 'text-caption' : ''">Oscar Faragher</v-list-item-subtitle>
<template v-slot:append>
<div class="d-flex align-center">
<v-icon
v-if="getSignatureStatusIcon('cc')"
:color="getSignatureStatusColor('cc')"
:size="mobile ? 'small' : 'default'"
class="mr-2"
>
{{ getSignatureStatusIcon('cc') }}
</v-icon>
<v-btn
icon="mdi-content-copy"
variant="text"
:size="mobile ? 'small' : 'default'"
@click="copyLink(interest['Signature Link CC'])"
></v-btn>
</div>
</template>
</v-list-item>
<v-list-item class="mb-2">
<template v-slot:prepend>
<v-avatar color="secondary" :size="mobile ? 32 : 40">
<v-icon :size="mobile ? 'small' : 'default'">mdi-account-tie</v-icon>
</v-avatar>
</template>
<v-list-item-title :class="mobile ? 'text-body-2' : ''">Developer Signature Link</v-list-item-title>
<v-list-item-subtitle :class="mobile ? 'text-caption' : ''">David Mizrahi</v-list-item-subtitle>
<template v-slot:append>
<v-btn
icon="mdi-content-copy"
variant="text"
:size="mobile ? 'small' : 'default'"
@click="copyLink(interest['Signature Link Developer'])"
></v-btn>
</template>
</v-list-item>
</v-list>
<v-list-item class="mb-2">
<template v-slot:prepend>
<v-avatar color="secondary" :size="mobile ? 32 : 40">
<v-icon :size="mobile ? 'small' : 'default'">mdi-account-tie</v-icon>
</v-avatar>
</template>
<v-list-item-title :class="mobile ? 'text-body-2' : ''">Developer Signature Link</v-list-item-title>
<v-list-item-subtitle :class="mobile ? 'text-caption' : ''">David Mizrahi</v-list-item-subtitle>
<template v-slot:append>
<div class="d-flex align-center">
<v-icon
v-if="getSignatureStatusIcon('developer')"
:color="getSignatureStatusColor('developer')"
:size="mobile ? 'small' : 'default'"
class="mr-2"
>
{{ getSignatureStatusIcon('developer') }}
</v-icon>
<v-btn
icon="mdi-content-copy"
variant="text"
:size="mobile ? 'small' : 'default'"
@click="copyLink(interest['Signature Link Developer'])"
></v-btn>
</div>
</template>
</v-list-item>
</v-list>
</div>
<!-- Regenerate Button - Only show if EOI is generated but not uploaded/signed -->
<div v-if="hasEOI && !isEOISigned" class="mt-4">
<!-- Regenerate and Delete Generated EOI Buttons - Only show if EOI is generated but not uploaded/signed -->
<div v-if="hasEOI && !isEOISigned" class="mt-4 d-flex flex-wrap gap-2">
<v-btn
@click="generateEOI"
@click="generateEOI(0, true)"
:loading="isGenerating"
variant="text"
size="small"
@ -151,6 +197,17 @@
>
Regenerate EOI
</v-btn>
<v-btn
v-if="canDeleteGenerated"
@click="showDeleteGeneratedDialog = true"
color="error"
variant="outlined"
size="small"
prepend-icon="mdi-delete"
>
Delete Generated EOI
</v-btn>
</div>
<!-- Delete EOI Button - Only show if EOI is uploaded/signed -->
@ -274,6 +331,103 @@
</v-card>
</v-dialog>
<!-- Delete Generated EOI Dialog with Slider Confirmation -->
<v-dialog
v-model="showDeleteGeneratedDialog"
:max-width="mobile ? '100%' : '500'"
:transition="mobile ? 'dialog-bottom-transition' : 'dialog-transition'"
persistent
>
<v-card>
<v-card-title class="d-flex align-center">
<v-icon class="mr-2" color="error">mdi-delete-alert</v-icon>
Delete Generated EOI Document
</v-card-title>
<v-card-text>
<div class="mb-4">
<v-alert type="warning" variant="tonal" class="mb-4">
<v-icon>mdi-alert-triangle</v-icon>
This will permanently delete the generated EOI document from Documenso.
</v-alert>
This action will:
<ul class="mt-2 mb-4">
<li>Delete the document from Documenso platform</li>
<li>Remove all signature links</li>
<li>Reset the Sales Process Level to "Specific Qualified Interest"</li>
<li>Reset the EOI Status to "Awaiting Further Details"</li>
<li>Reset the EOI Time Sent field</li>
<li>Allow a new EOI to be generated</li>
</ul>
<div v-if="signatureStatus?.allSigned" class="text-error mb-3">
<v-icon class="mr-1">mdi-block-helper</v-icon>
Cannot delete: All parties have already signed this document.
</div>
<div v-else-if="signatureStatus && (signatureStatus.signedRecipients?.length > 0)" class="text-warning mb-3">
<v-icon class="mr-1">mdi-alert</v-icon>
Warning: Some parties have already signed this document.
</div>
</div>
<div v-if="!signatureStatus?.allSigned">
<v-divider class="mb-4" />
<div class="text-subtitle-2 mb-3">
To confirm deletion, slide the handle all the way to the right:
</div>
<div class="position-relative">
<v-slider
v-model="deleteSliderValue"
:max="100"
:min="0"
color="error"
track-color="grey-lighten-2"
thumb-label="always"
class="mt-2"
:disabled="isDeletingGenerated"
>
<template v-slot:thumb-label="{ modelValue }">
{{ Math.round(modelValue) }}%
</template>
</v-slider>
<div class="d-flex justify-space-between text-caption mt-1">
<span>Cancel</span>
<span :class="deleteSliderValue >= 100 ? 'text-error font-weight-bold' : 'text-grey'">
DELETE
</span>
</div>
</div>
</div>
</v-card-text>
<v-card-actions>
<v-spacer />
<v-btn
@click="closeDeleteGeneratedDialog"
variant="text"
:disabled="isDeletingGenerated"
>
Cancel
</v-btn>
<v-btn
color="error"
variant="flat"
@click="deleteGeneratedEOI"
:loading="isDeletingGenerated"
:disabled="deleteSliderValue < 100 || signatureStatus?.allSigned"
>
<v-icon class="mr-1">mdi-delete</v-icon>
Delete Generated EOI
</v-btn>
</v-card-actions>
</v-card>
</v-dialog>
</div>
</template>
@ -297,6 +451,11 @@ const isUploading = ref(false);
const selectedFile = ref<File | null>(null);
const showDeleteConfirmDialog = ref(false);
const isDeleting = ref(false);
const signatureStatus = ref<any>(null);
const isCheckingStatus = ref(false);
const showDeleteGeneratedDialog = ref(false);
const isDeletingGenerated = ref(false);
const deleteSliderValue = ref(0);
const hasEOI = computed(() => {
return !!(props.interest['Signature Link Client'] ||
@ -316,7 +475,42 @@ const isEOISigned = computed(() => {
return props.interest['EOI Status'] === 'Signed';
});
const generateEOI = async (retryCount = 0) => {
const canDeleteGenerated = computed(() => {
return hasEOI.value && !isEOISigned.value && (!signatureStatus.value?.allSigned);
});
const checkSignatureStatus = async () => {
if (!hasEOI.value || isEOISigned.value) return;
isCheckingStatus.value = true;
try {
const response = await $fetch<{
success: boolean;
documentStatus: string;
unsignedRecipients: any[];
signedRecipients: any[];
clientSigned: boolean;
allSigned: boolean;
}>('/api/eoi/check-signature-status', {
headers: {
'x-tag': '094ut234'
},
params: {
interestId: props.interest.Id.toString()
}
});
if (response.success) {
signatureStatus.value = response;
}
} catch (error: any) {
console.error('Failed to check signature status:', error);
} finally {
isCheckingStatus.value = false;
}
};
const generateEOI = async (retryCount = 0, regenerate = false) => {
isGenerating.value = true;
try {
@ -331,14 +525,17 @@ const generateEOI = async (retryCount = 0) => {
'x-tag': '094ut234'
},
body: {
interestId: props.interest.Id.toString()
interestId: props.interest.Id.toString(),
regenerate: regenerate
}
});
if (response.success) {
toast.success(response.documentId === 'existing'
? 'EOI already exists - signature links retrieved'
: 'EOI generated successfully');
: regenerate
? 'EOI regenerated successfully'
: 'EOI generated successfully');
emit('eoi-generated', { signingLinks: response.signingLinks });
emit('update'); // Trigger parent to refresh data
@ -352,7 +549,7 @@ const generateEOI = async (retryCount = 0) => {
if (retryCount < 3) {
console.log(`Retrying EOI generation... Attempt ${retryCount + 2}/4`);
await new Promise(resolve => setTimeout(resolve, (retryCount + 1) * 1000));
return generateEOI(retryCount + 1);
return generateEOI(retryCount + 1, regenerate);
}
// Show error message after all retries failed
@ -473,7 +670,6 @@ const handleUpload = () => {
}
};
const closeUploadDialog = () => {
showUploadDialog.value = false;
selectedFile.value = null;
@ -505,4 +701,94 @@ const deleteEOI = async () => {
isDeleting.value = false;
}
};
const getSignatureStatusIcon = (recipientType: 'client' | 'cc' | 'developer') => {
if (!signatureStatus.value) return null;
const signedRecipients = signatureStatus.value.signedRecipients || [];
const unsignedRecipients = signatureStatus.value.unsignedRecipients || [];
// Check if this recipient type has signed
let isSigned = false;
if (recipientType === 'client') {
isSigned = signatureStatus.value.clientSigned || false;
} else {
// For CC and Developer, check by email
const emailMap = {
cc: 'sales@portnimara.com',
developer: 'dm@portnimara.com'
};
const email = emailMap[recipientType];
isSigned = signedRecipients.some((r: any) => r.email === email);
}
return isSigned ? 'mdi-check-circle' : 'mdi-clock-outline';
};
const getSignatureStatusColor = (recipientType: 'client' | 'cc' | 'developer') => {
if (!signatureStatus.value) return 'grey';
const signedRecipients = signatureStatus.value.signedRecipients || [];
// Check if this recipient type has signed
let isSigned = false;
if (recipientType === 'client') {
isSigned = signatureStatus.value.clientSigned || false;
} else {
// For CC and Developer, check by email
const emailMap = {
cc: 'sales@portnimara.com',
developer: 'dm@portnimara.com'
};
const email = emailMap[recipientType];
isSigned = signedRecipients.some((r: any) => r.email === email);
}
return isSigned ? 'success' : 'warning';
};
const closeDeleteGeneratedDialog = () => {
showDeleteGeneratedDialog.value = false;
deleteSliderValue.value = 0; // Reset slider
};
const deleteGeneratedEOI = async () => {
if (deleteSliderValue.value < 100) return;
isDeletingGenerated.value = true;
try {
const response = await $fetch<{ success: boolean; message: string }>('/api/eoi/delete-generated-document', {
method: 'POST',
headers: {
'x-tag': '094ut234'
},
body: {
interestId: props.interest.Id.toString()
}
});
if (response.success) {
toast.success('Generated EOI deleted successfully');
closeDeleteGeneratedDialog();
emit('update'); // Refresh parent data
}
} catch (error: any) {
console.error('Failed to delete generated EOI:', error);
toast.error(error.data?.statusMessage || 'Failed to delete generated EOI');
} finally {
isDeletingGenerated.value = false;
}
};
// Check signature status when component mounts and when interest changes
watchEffect(() => {
if (hasEOI.value && !isEOISigned.value) {
checkSignatureStatus();
}
});
</script>

88
server/api/email/generate-eoi-document.ts
View File

@ -43,19 +43,83 @@ export default defineEventHandler(async (event) => {
throw createError({ statusCode: 404, statusMessage: "Interest not found" });
}
// Documenso API configuration (declare early for use in regeneration)
const documensoApiKey = process.env.NUXT_DOCUMENSO_API_KEY;
const documensoBaseUrl = process.env.NUXT_DOCUMENSO_BASE_URL;
// Check if EOI already exists (has signature links)
if (interest['Signature Link Client'] && interest['Signature Link CC'] && interest['Signature Link Developer']) {
console.log('EOI already exists, returning existing links');
return {
success: true,
documentId: 'existing',
clientSigningUrl: interest['Signature Link Client'],
signingLinks: {
'Client': interest['Signature Link Client'],
'CC': interest['Signature Link CC'],
'Developer': interest['Signature Link Developer']
const hasExistingEOI = !!(interest['Signature Link Client'] && interest['Signature Link CC'] && interest['Signature Link Developer']);
if (hasExistingEOI) {
console.log('EOI already exists, checking if regeneration is needed');
// For regeneration, we need to delete the old document first
const regenerateRequested = body.regenerate === true;
if (!regenerateRequested) {
console.log('Returning existing EOI links');
return {
success: true,
documentId: 'existing',
clientSigningUrl: interest['Signature Link Client'],
signingLinks: {
'Client': interest['Signature Link Client'],
'CC': interest['Signature Link CC'],
'Developer': interest['Signature Link Developer']
}
};
} else {
console.log('Regeneration requested, deleting old document first');
// Try to delete the old document from Documenso
try {
const externalId = `loi-${interestId}`;
// Import the delete utility functions
const { getDocumesoDocumentByExternalId, checkDocumentSignatureStatus } = await import('~/server/utils/documeso');
const document = await getDocumesoDocumentByExternalId(externalId);
if (document) {
// Check if all parties have signed
const signatureStatus = await checkDocumentSignatureStatus(document.id);
if (signatureStatus.allSigned) {
throw createError({
statusCode: 403,
statusMessage: 'Cannot regenerate: All parties have already signed this document',
});
}
console.log('Deleting old document from Documenso:', document.id);
const deleteResponse = await fetch(`${documensoBaseUrl}/api/v1/documents/${document.id}`, {
method: 'DELETE',
headers: {
'Authorization': `Bearer ${documensoApiKey}`,
'Content-Type': 'application/json'
}
});
if (!deleteResponse.ok) {
console.warn('Failed to delete old document from Documenso, continuing with new generation');
} else {
console.log('Successfully deleted old document from Documenso');
}
}
} catch (error: any) {
console.warn('Error during old document cleanup:', error.message);
// Continue with new document generation even if cleanup fails
}
};
// Reset signature links so new ones will be generated
await updateInterest(interestId, {
'Signature Link Client': undefined,
'Signature Link CC': undefined,
'Signature Link Developer': undefined
});
console.log('Old document cleanup completed, proceeding with new generation');
}
}
// Validate required fields
@ -105,8 +169,6 @@ export default defineEventHandler(async (event) => {
const berthNumbers = berths.map(b => b['Mooring Number']).join(', ');
// Documenso API configuration
const documensoApiKey = process.env.NUXT_DOCUMENSO_API_KEY;
const documensoBaseUrl = process.env.NUXT_DOCUMENSO_BASE_URL;
const templateId = '9';
if (!documensoApiKey || !documensoBaseUrl) {

148
server/api/eoi/delete-generated-document.ts Normal file
View File

@ -0,0 +1,148 @@
import { getInterestById, updateInterest } from '~/server/utils/nocodb';
import { getDocumesoDocumentByExternalId, checkDocumentSignatureStatus } from '~/server/utils/documeso';
export default defineEventHandler(async (event) => {
const xTagHeader = getRequestHeader(event, "x-tag");
console.log('[EOI Delete Generated] Request received with x-tag:', xTagHeader);
if (!xTagHeader || (xTagHeader !== "094ut234" && xTagHeader !== "pjnvü1230")) {
console.error('[EOI Delete Generated] Authentication failed - invalid x-tag');
throw createError({ statusCode: 401, statusMessage: "unauthenticated" });
}
try {
const body = await readBody(event);
const { interestId } = body;
console.log('[EOI Delete Generated] Interest ID:', interestId);
if (!interestId) {
console.error('[EOI Delete Generated] No interest ID provided');
throw createError({
statusCode: 400,
statusMessage: 'Interest ID is required',
});
}
// Get current interest data
const interest = await getInterestById(interestId);
if (!interest) {
throw createError({
statusCode: 404,
statusMessage: 'Interest not found',
});
}
// Check if there are signature links (indicating a generated document)
const hasSignatureLinks = !!(interest['Signature Link Client'] ||
interest['Signature Link CC'] ||
interest['Signature Link Developer']);
if (!hasSignatureLinks) {
throw createError({
statusCode: 400,
statusMessage: 'No generated EOI document found for this interest',
});
}
// Check signature status to prevent deletion of fully signed documents
const externalId = `loi-${interestId}`;
let documentId: number | null = null;
try {
const document = await getDocumesoDocumentByExternalId(externalId);
if (document) {
documentId = document.id;
// Check if all parties have signed
const signatureStatus = await checkDocumentSignatureStatus(documentId);
if (signatureStatus.allSigned) {
throw createError({
statusCode: 403,
statusMessage: 'Cannot delete: All parties have already signed this document',
});
}
console.log('[EOI Delete Generated] Document found in Documenso:', documentId);
console.log('[EOI Delete Generated] Signature status:', {
allSigned: signatureStatus.allSigned,
clientSigned: signatureStatus.clientSigned,
signedCount: signatureStatus.signedRecipients.length,
unsignedCount: signatureStatus.unsignedRecipients.length
});
}
} catch (error: any) {
console.warn('[EOI Delete Generated] Could not find or check Documenso document:', error.message);
// Continue with deletion even if Documenso document not found
}
// Delete document from Documenso if it exists
if (documentId) {
try {
const documensoApiKey = process.env.NUXT_DOCUMENSO_API_KEY;
const documensoBaseUrl = process.env.NUXT_DOCUMENSO_BASE_URL;
if (!documensoApiKey || !documensoBaseUrl) {
console.error('[EOI Delete Generated] Documenso configuration missing');
throw createError({
statusCode: 500,
statusMessage: 'Documenso configuration missing',
});
}
console.log('[EOI Delete Generated] Deleting document from Documenso:', documentId);
const deleteResponse = await fetch(`${documensoBaseUrl}/api/v1/documents/${documentId}`, {
method: 'DELETE',
headers: {
'Authorization': `Bearer ${documensoApiKey}`,
'Content-Type': 'application/json'
}
});
if (!deleteResponse.ok) {
const errorText = await deleteResponse.text();
console.error('[EOI Delete Generated] Failed to delete from Documenso:', errorText);
throw new Error(`Failed to delete document from Documenso: ${deleteResponse.statusText}`);
}
console.log('[EOI Delete Generated] Successfully deleted document from Documenso');
} catch (error: any) {
console.error('[EOI Delete Generated] Error deleting from Documenso:', error);
// Don't throw here - continue with database cleanup even if Documenso deletion fails
}
}
// Reset interest fields
const updateData = {
'EOI Status': 'Awaiting Further Details' as const,
'Sales Process Level': 'Specific Qualified Interest' as const,
'EOI Time Sent': undefined,
'Signature Link Client': undefined,
'Signature Link CC': undefined,
'Signature Link Developer': undefined,
'Documeso ID': undefined,
'reminder_enabled': false
};
console.log('[EOI Delete Generated] Resetting interest fields');
// Update the interest
await updateInterest(interestId, updateData);
console.log('[EOI Delete Generated] Delete completed successfully');
return {
success: true,
message: 'Generated EOI document deleted successfully',
};
} catch (error: any) {
console.error('[EOI Delete Generated] Failed to delete generated EOI document:', error);
console.error('[EOI Delete Generated] Error stack:', error.stack);
throw createError({
statusCode: error.statusCode || 500,
statusMessage: error.statusMessage || error.message || 'Failed to delete generated EOI document',
});
}
});