From a83895bef3c3e0aa7c39259f8b9a1f30aa268df8 Mon Sep 17 00:00:00 2001
From: Matt <matt@letsbe.solutions>
Date: Wed, 9 Jul 2025 21:51:42 -0400
Subject: [PATCH] feat: Update Documenso configuration in .env.example and
 refactor generate-eoi-document to use environment variables for recipient IDs
 and template ID

---
 .env.example                              |  4 ++++
 components/EOISection.vue                 |  2 +-
 server/api/email/generate-eoi-document.ts | 23 +++++++++++++----------
 3 files changed, 18 insertions(+), 11 deletions(-)

diff --git a/.env.example b/.env.example
index be8fd81..3508ded 100644
--- a/.env.example
+++ b/.env.example
@@ -17,6 +17,10 @@ NUXT_EMAIL_LOGO_URL=https://portnimara.com/Port_Nimara_Logo_2_Colour_New_Transpa
 # Documenso Configuration
 NUXT_DOCUMENSO_API_KEY=your_documenso_api_key_here
 NUXT_DOCUMENSO_BASE_URL=https://signatures.portnimara.dev
+NUXT_DOCUMENSO_TEMPLATE_ID=1
+NUXT_DOCUMENSO_CLIENT_RECIPIENT_ID=1
+NUXT_DOCUMENSO_DAVID_RECIPIENT_ID=2
+NUXT_DOCUMENSO_APPROVAL_RECIPIENT_ID=3
 
 # Webhook Configuration for Embedded Signing
 WEBHOOK_SECRET_SIGNING=96BQQRiKkTIN2w0rHbqo7yHggV/sT8702HtHih3uNSY=
diff --git a/components/EOISection.vue b/components/EOISection.vue
index 2cec518..51d9358 100644
--- a/components/EOISection.vue
+++ b/components/EOISection.vue
@@ -198,7 +198,7 @@
                 {{ getSignatureStatusText('cc') }}
               </v-chip>
             </v-list-item-title>
-            <v-list-item-subtitle :class="mobile ? 'text-caption' : ''">Oscar Faragher</v-list-item-subtitle>
+            <v-list-item-subtitle :class="mobile ? 'text-caption' : ''">Approval</v-list-item-subtitle>
             <template v-slot:append>
               <div class="d-flex gap-1">
                 <v-btn
diff --git a/server/api/email/generate-eoi-document.ts b/server/api/email/generate-eoi-document.ts
index 12073d8..94acf0c 100644
--- a/server/api/email/generate-eoi-document.ts
+++ b/server/api/email/generate-eoi-document.ts
@@ -57,7 +57,10 @@ export default defineEventHandler(async (event) => {
     // Documenso API configuration - moved to top for use throughout
     const documensoApiKey = process.env.NUXT_DOCUMENSO_API_KEY;
     const documensoBaseUrl = process.env.NUXT_DOCUMENSO_BASE_URL;
-    const templateId = '9';
+    const templateId = process.env.NUXT_DOCUMENSO_TEMPLATE_ID || '1';
+    const clientRecipientId = parseInt(process.env.NUXT_DOCUMENSO_CLIENT_RECIPIENT_ID || '1');
+    const davidRecipientId = parseInt(process.env.NUXT_DOCUMENSO_DAVID_RECIPIENT_ID || '2');
+    const approvalRecipientId = parseInt(process.env.NUXT_DOCUMENSO_APPROVAL_RECIPIENT_ID || '3');
 
     if (!documensoApiKey || !documensoBaseUrl) {
       throw createError({ 
@@ -249,22 +252,22 @@ export default defineEventHandler(async (event) => {
       },
       recipients: [
         {
-          id: 155,
+          id: clientRecipientId,
           name: interest['Full Name'],
           role: "SIGNER",
           email: interest['Email Address'],
           signingOrder: 1
         },
         {
-          id: 156,
+          id: davidRecipientId,
           name: "David Mizrahi",
           role: "SIGNER",
           email: "dm@portnimara.com",
           signingOrder: 3
         },
         {
-          id: 157,
-          name: "Oscar Faragher",
+          id: approvalRecipientId,
+          name: "Approval",
           role: "APPROVER",
           email: "sales@portnimara.com",
           signingOrder: 2
@@ -337,7 +340,7 @@ export default defineEventHandler(async (event) => {
           } else if (recipient.email === 'dm@portnimara.com') {
             signingLinks['David Mizrahi'] = recipient.signingUrl;
           } else if (recipient.email === 'sales@portnimara.com') {
-            signingLinks['Oscar Faragher'] = recipient.signingUrl;
+            signingLinks['Approval'] = recipient.signingUrl;
           }
         }
       });
@@ -392,11 +395,11 @@ export default defineEventHandler(async (event) => {
       updateData['EmbeddedSignatureLinkDeveloper'] = embeddedDevUrl;
       console.log('[EMBEDDED] Developer URL:', signingLinks['David Mizrahi'], '-> Embedded:', embeddedDevUrl);
     }
-    if (signingLinks['Oscar Faragher']) {
-      updateData['Signature Link CC'] = signingLinks['Oscar Faragher'];
-      const embeddedCCUrl = createEmbeddedSigningUrl(signingLinks['Oscar Faragher'], 'cc');
+    if (signingLinks['Approval']) {
+      updateData['Signature Link CC'] = signingLinks['Approval'];
+      const embeddedCCUrl = createEmbeddedSigningUrl(signingLinks['Approval'], 'cc');
       updateData['EmbeddedSignatureLinkCC'] = embeddedCCUrl;
-      console.log('[EMBEDDED] CC URL:', signingLinks['Oscar Faragher'], '-> Embedded:', embeddedCCUrl);
+      console.log('[EMBEDDED] CC URL:', signingLinks['Approval'], '-> Embedded:', embeddedCCUrl);
     }
     
     console.log('[EMBEDDED] Final updateData being sent to NocoDB:', updateData);