- Add expense list and detail views with filtering capabilities
- Implement receipt image viewer and PDF export functionality
- Add currency conversion support with automatic rate updates
- Create API endpoints for expense CRUD operations
- Integrate with NocoDB for expense data persistence
- Add expense menu item to dashboard navigation
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.
Extract EOI links and generation functionality from InterestDetailsModal
into a new reusable EOISection component. This improves code organization
and maintainability while adding debounce support for form submissions.
- Create new EOISection.vue component for EOI management
- Remove inline EOI links section from InterestDetailsModal
- Add debounce utility for form submission handling
- Update email generation and thread fetching logic
- Update related types and utilities
- Add comprehensive logging to all interest API endpoints and NocoDB utilities
- Update create-interest and delete-interest endpoints to accept additional x-tag value
- Add missing imports for deleteInterest and updateInterest functions
- Log request details, processing steps, and errors for better debugging
- Add delete button with confirmation dialog to InterestDetailsModal
- Implement delete-interest API endpoint
- Add sales pipeline status section with visual indicators
- Update UI states to handle deletion loading states
- Add color-coded sales process level selection
Matt
Ron