- Integrate libphonenumber-js for proper phone number formatting
- Display phone numbers in national format in PhoneInput component
- Strip non-numeric characters from phone input automatically
- Fix refresh button icon rendering in EmailThreadView
- Improve EOI button layout alignment and centering
Root Cause Resolution:
- NocoDB API requires null values (not undefined) to clear database fields
- Updated updateInterest utility to automatically convert undefined null
- This ensures signature links and documensoID are properly cleared from database
Database Cleanup Enhancements:
- Fixed all EOI deletion endpoints to properly clear embedded signature links
- Both delete-generated-document and delete-document now clear ALL fields:
* EmbeddedSignatureLinkClient, EmbeddedSignatureLinkCC, EmbeddedSignatureLinkDeveloper
* Signature Link Client, Signature Link CC, Signature Link Developer
* documensoID and all related EOI metadata
Added Debug Capabilities:
- Created test-eoi-cleanup.ts endpoint for debugging cleanup operations
- Enhanced logging in NocoDB utility for field conversion tracking
- Better error handling and validation throughout cleanup process
Technical Implementation:
- NocoDB utility now automatically handles undefined null conversion
- Comprehensive field clearing in allowedFields array
- Proper TypeScript typing for all cleanup operations
- Enhanced logging for troubleshooting database operations
This resolves the persistent issue where signature links and document IDs remained in the database after EOI deletion, ensuring complete cleanup and proper state reset.
UI/UX Enhancements:
- Improved spacing between Generate EOI and Upload EOI Document buttons
- Mobile: gap-3 (12px), Desktop: gap-4 (16px) for better visual separation
- Enhanced mobile table layout with stacked status badges
- Fixed email thread width issues on mobile devices
Database Integrity Fixes:
- Fixed missing embedded signature link cleanup in deletion endpoints
- Enhanced validation system to automatically detect and clean orphaned records
- All EOI deletion operations now properly clear:
* EmbeddedSignatureLinkClient, EmbeddedSignatureLinkCC, EmbeddedSignatureLinkDeveloper
* Legacy signature links and documensoID references
* Sales Process Level and EOI Status resets
Real-time Reactivity Improvements:
- EOI section now immediately updates UI after document deletion/validation
- Added local reactive state for instant visual feedback
- Eliminated phantom signatory status displays
- Enhanced hasGeneratedEOI computed property with validation override
Mobile Responsiveness:
- Implemented stacked badge layout for interest table
- Contact info + status badges in 60% width column
- Proper email thread text wrapping and width constraints
- Optimized button layouts and touch targets
Technical Robustness:
- Comprehensive field cleanup using undefined for proper database resets
- Enhanced error handling and logging throughout EOI workflows
- Better handling of edge cases and external document deletions
- Improved validation and cleanup automation
All EOI operations now maintain complete database consistency while providing immediate, accurate visual feedback to users across all devices.
Database Cleanup Enhancements:
- Fixed missing embedded signature link cleanup in deletion endpoints
- Both delete-generated-document and delete-document now properly clear:
* EmbeddedSignatureLinkClient, EmbeddedSignatureLinkCC, EmbeddedSignatureLinkDeveloper
* All legacy signature links and documensoID references
- Enhanced validation endpoint to detect and clean orphaned records automatically
EOI Section Reactivity Fixes:
- Added local reactive state (documentValidated, documentExists) for immediate UI updates
- EOI section now instantly shows Generate UI when documents are deleted/invalid
- No more phantom signatory status displays after document deletion
- Improved hasGeneratedEOI computed property with validation state override
Mobile UI Improvements:
- Implemented stacked badge layout for interest table on mobile
- Contact info + status badges now stack vertically (60% width)
- Eliminated horizontal scrolling issues on mobile devices
- Enhanced email thread view with proper width constraints and text wrapping
- Made email refresh button round with better mobile styling
Technical Enhancements:
- Comprehensive field cleanup using undefined instead of null for proper database reset
- Enhanced error handling for document validation and deletion
- Improved logging for debugging EOI state transitions
- Better handling of edge cases where documensoID exists but document was deleted externally
All EOI-related operations now properly maintain database consistency and provide immediate visual feedback to users.
Mobile Table Redesign:
- Redesigned mobile table layout with stacked status badges under contact info
- Contact information takes 60% width with badges stacked below name/email
- All status badges (Sales Process, EOI, Contract, Lead Category) now stack vertically
- Eliminated horizontal scrolling issues and cramped mobile display
Visual Improvements:
- Optimized badge sizing (x-small) for mobile to fit more content
- Enhanced spacing and alignment for better readability
- Improved touch targets and visual hierarchy
- Contact info and badges properly aligned for clean appearance
Layout Structure:
- Mobile: 3 columns (Contact+Badges 60%, Status 20%, Created 20%)
- Desktop: Maintains original 6-column layout unchanged
- Responsive breakpoint at 768px for optimal mobile experience
User Experience Enhancements:
- All status information visible without horizontal scrolling
- Better content density and information accessibility
- Maintained click functionality and hover effects
- Consistent design language across mobile and desktop
The mobile table now provides a much cleaner, more accessible experience with all status information clearly visible in a stacked format.
EOI State Management Improvements:
- Added local reactive state (documentValidated, documentExists) to handle immediate UI updates
- Enhanced hasGeneratedEOI computed property to use local state when validation completes
- Fixed issue where EOI signatory status would persist after document deletion
Real-time UI Responsiveness:
- Component now immediately switches to Generate EOI UI when validation detects cleanup
- No longer requires manual page refresh to see correct state
- Proper state synchronization between validation results and UI display
Validation Logic Enhancement:
- validateDocument function now sets local reactive state immediately upon cleanup detection
- Added comprehensive logging for debugging EOI state transitions
- Handles edge cases where documensoID exists but document was deleted externally
User Experience Improvements:
- Automatic UI state transitions without user intervention
- Clear visual feedback when orphaned data is cleaned up
- Prevents phantom EOI states from confusing users
The EOI section now correctly and immediately shows the generate UI when no valid document exists, eliminating the confusion from phantom signatory status displays.
Interest Table Mobile Layout:
- Fixed broken table layout on mobile screens
- Optimized column widths to fit mobile viewports better
- Improved horizontal scrolling with visual indicators
- Enhanced responsive design for contact information display
- Better badge sizing and text truncation on mobile
Mobile Actions Enhancement:
- Added delete interest button to mobile actions section
- Improved button layout in 2x2 grid for better accessibility
- Added proper loading states and disabled states
- Enhanced visual hierarchy with icons and labels
Email Communication Fixes:
- Fixed refresh email button icon display on mobile
- Added proper mobile styling and tooltips
- Made button more accessible with larger touch targets
Email Thread Width Issues:
- Fixed email threads exceeding screen width on mobile
- Implemented proper text wrapping and overflow handling
- Optimized timeline layout for mobile viewports
- Enhanced email card responsiveness
- Better handling of long email addresses and content
- Improved expansion panel sizing and spacing
Mobile UX Improvements:
- Better touch targets and button sizing
- Improved visual feedback and loading states
- Enhanced text readability with optimized font sizes
- Consistent mobile spacing and padding throughout
- Fixed container overflow issues across components
All mobile components now properly respect viewport constraints and provide optimal user experience on mobile devices.
- 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
- Add full PWA configuration with manifest and service worker
- Create PWAInstallBanner component with mobile detection
- Implement install banner on login page (shows below login form)
- Add usePWA composable for reusable PWA functionality
- Configure offline support with Workbox caching strategies
- Add PWA initialization plugin
- Update app name to 'Port Nimara Portal' throughout
- Use circular logo in install banner and instructions
- Banner shows only once and hides if already installed
- Support both Android (direct install) and iOS (manual instructions)
- Add comprehensive documentation for PWA implementation
Features:
- Mobile-only install banner with dismissal tracking
- Standalone mode detection to hide banner when installed
- Platform-specific installation instructions
- Offline functionality with API caching
- Auto-updating service worker
- Native app-like experience when installed
EOI ENHANCEMENTS:
- Fix EOI deletion to clear ALL signature fields (embedded links, timestamps, etc.)
- Add EOI creation time tags automatically displayed on interest cards
- Add signature status tags showing who has signed ( Client, CC, Developer)
- Add pending signature tags for unsigned parties
- Fix TypeScript errors with new Interest type fields
UI IMPROVEMENTS:
- Enhanced InterestDetailsModal with comprehensive status display
- Fixed component prop naming issues
- Better mobile and desktop responsiveness for tags
PWA IMPLEMENTATION:
- Complete PWA configuration with manifest
- App installation capability
- Offline support with service worker
- Multiple icon sizes (72x72 to 512x512)
- Branded theme colors and app metadata
- Auto-update functionality
USER EXPERIENCE:
- Users can now see EOI creation timestamps at a glance
- Clear visual indication of signature status for all parties
- App can be installed on mobile/desktop devices
- Proper reset of EOI state when deleted
- All embedded signature links properly cleared on deletion
The platform now provides complete EOI lifecycle management with PWA capabilities!
- Switch from localStorage to sessionStorage for email sessions
- Add session validation on component mount
- Implement IMAP connection pool with folder search capabilities
- Add operation locking utility for concurrent request handling
- Refactor EOI section component structure
- Update API endpoints for better email thread management
- Add helper function to generate embedded signing URLs from Documenso links
- Store embedded signature links for all signers (Client, Developer, CC)
- Add webhook secret configuration for embedded signing
- Add documentation for embedded signing and website implementation
- Update Interest type with embedded signature link fields
Matt