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fix: autoreminder API not working #755

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merged 1 commit into from
May 20, 2024
Merged

fix: autoreminder API not working #755

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191 changes: 72 additions & 119 deletions apps/OpenSignServer/cloud/customRoute/autoReminder.js
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Original file line number Diff line number Diff line change
Expand Up @@ -22,34 +22,83 @@ function replaceMailVaribles(subject, body, variables) {
return result;
}

export default async function autoReminder(request, response) {
// `sendmail` is used to signing reminder mail to signer
async function sendMail(doc, signer, mailcount) {
const subject = `{{sender_name}} has requested you to sign "{{document_title}}"`;
const body = `<html><head><meta http-equiv='Content-Type' content='text/html; charset=UTF-8' /></head><body><p>Hi {{receiver_name}},</p><br><p>We hope this email finds you well. {{sender_name}}&nbsp;has requested you to review and sign&nbsp;<b>"{{document_title}}"</b>.</p><p>Your signature is crucial to proceed with the next steps as it signifies your agreement and authorization.</p><br><p>{{signing_url}}</p><br><p>If you have any questions or need further clarification regarding the document or the signing process, please contact the sender.</p><br><p>Thanks</p><p> Team OpenSign™</p><br></body> </html>`;
const url = `${process.env.SERVER_URL}/functions/sendmailv3`;
const headers = {
'Content-Type': 'application/json',
'X-Parse-Application-Id': process.env.APP_ID,
};
const limit = request.query.limit || 2000;
const skip = request.query.skip || 0;

const baseUrl = new URL(process.env.PUBLIC_URL);
const encodeBase64 = btoa(`${doc.objectId}/${signer.Email}/${signer.objectId}`);
const expireDate = doc?.ExpiryDate?.iso;
const newDate = new Date(expireDate);
const localExpireDate = newDate.toLocaleDateString('en-US', {
day: 'numeric',
month: 'long',
year: 'numeric',
});
const signPdf = `${baseUrl.origin}/login/${encodeBase64}`;
const variables = {
document_title: doc.Name,
sender_name: doc.ExtUserPtr.Name,
sender_mail: doc.ExtUserPtr.Email,
sender_phone: doc.ExtUserPtr.Phone,
receiver_name: signer.Name,
receiver_email: signer.Email,
receiver_phone: signer.Phone,
expiry_date: localExpireDate,
company_name: doc?.ExtUserPtr?.Company || '',
signing_url: `<a href=${signPdf}>Sign here</a>`,
};
const mail = replaceMailVaribles(subject, body, variables);

let params = {
mailProvider: doc?.ExtUserPtr?.active_mail_adapter,
extUserId: doc?.ExtUserPtr?.objectId,
recipient: signer.Email,
subject: mail.subject,
from: doc?.ExtUserPtr?.Email,
html: mail.body,
};
try {
// The axios request is used to send a signing reminder email.
const res = await axios.post(url, params, { headers: headers });
// console.log('res ', res.data.result);
if (res.data.result.status === 'success') {
mailcount += 1;
return { status: 'success', count: mailcount };
}
} catch (err) {
console.log('err in mail of sendreminder api', err);
return { status: 'error' };
}
}
export default async function autoReminder(request, response) {
// The query below is used to find documents where the reminder date is less than or equal to the current date, and which have existing signers and a signed URL.
try {
const docQuery = new Parse.Query('contracts_Document');
docQuery.limit(limit);
docQuery.skip(skip);
docQuery.limit(2000);
docQuery.lessThanOrEqualTo('NextReminderDate', new Date());
docQuery.equalTo('AutomaticReminders', true);
docQuery.exists('NextReminderDate');
docQuery.exists('Signers');
docQuery.exists('SignedUrl');
docQuery.descending('createdAt');
docQuery.include('Signers,AuditTrail.UserPtr,ExtUserPtr');
docQuery.notEqualTo('IsCompleted', true);
docQuery.notEqualTo('IsDeclined', true);
docQuery.notEqualTo('IsArchive', true);
docQuery.greaterThanOrEqualTo('ExpiryDate', new Date());

const docsArr = await docQuery.find({ useMasterKey: true });

if (docsArr && docsArr.length > 0) {
const _docsArr = JSON.parse(JSON.stringify(docsArr));
let mailCount = 0;
for (const doc of _docsArr) {
// The reminderDate variable is used to calculate the next reminder date.
const RemindOnceInEvery = doc?.RemindOnceInEvery || 5;
Expand All @@ -63,51 +112,19 @@ export default async function autoReminder(request, response) {
const count = auditTrail?.length || 0;
const signer = doc?.Signers?.[count];
if (signer) {
const encodeBase64 = btoa(`${doc.objectId}/${signer.Email}/${signer.objectId}`);
const expireDate = doc?.ExpiryDate?.iso;
const newDate = new Date(expireDate);
const localExpireDate = newDate.toLocaleDateString('en-US', {
day: 'numeric',
month: 'long',
year: 'numeric',
});
const signPdf = `${baseUrl.origin}/login/${encodeBase64}`;
const variables = {
document_title: doc.Name,
sender_name: doc.ExtUserPtr.Name,
sender_mail: doc.ExtUserPtr.Email,
sender_phone: doc.ExtUserPtr.Phone,
receiver_name: signer.Name,
receiver_email: signer.Email,
receiver_phone: signer.Phone,
expiry_date: localExpireDate,
company_name: doc?.ExtUserPtr?.Company || '',
signing_url: `<a href=${signPdf}>Sign here</a>`,
};
const mail = replaceMailVaribles(subject, body, variables);

let params = {
mailProvider: doc?.ExtUserPtr?.active_mail_adapter,
extUserId: doc?.ExtUserPtr?.objectId,
recipient: signer.Email,
subject: mail.subject,
from: doc?.ExtUserPtr?.Email,
html: mail.body,
};
const mailRes = await sendMail(doc, signer, mailCount);
if (mailRes && mailRes.status === 'success') {
mailCount += mailRes.count;
}
try {
// The axios request is used to send a signing reminder email.
const res = await axios.post(url, params, { headers: headers });
// console.log('res ', res.data.result);
if (res.data.result.status === 'success') {
// The code below is used to update the next reminder date of the document based on the "remind once every X days" setting.
const updateDoc = new Parse.Object('contracts_Document');
updateDoc.id = doc.objectId;
updateDoc.set('NextReminderDate', ReminderDate);
const updateRes = await updateDoc.save(null, { useMasterKey: true });
// console.log('updateRes ', updateRes);
}
// The code below is used to update the next reminder date of the document based on the "remind once every X days" setting.
const updateDoc = new Parse.Object('contracts_Document');
updateDoc.id = doc.objectId;
updateDoc.set('NextReminderDate', ReminderDate);
const updateRes = await updateDoc.save(null, { useMasterKey: true });
// console.log('updateRes ', updateRes);
} catch (err) {
console.log('err in sendmail', err);
console.log('err in update document', err);
}
}
} else {
Expand All @@ -124,41 +141,9 @@ export default async function autoReminder(request, response) {
if (signers?.length > 0) {
// The for...of loop below is used to send a signing reminder to every signer who hasn't signed the document yet.
for (const signer of signers) {
const encodeBase64 = btoa(`${doc.objectId}/${signer.Email}/${signer.objectId}`);
const expireDate = doc?.ExpiryDate?.iso;
const newDate = new Date(expireDate);
const localExpireDate = newDate.toLocaleDateString('en-US', {
day: 'numeric',
month: 'long',
year: 'numeric',
});
const signPdf = `${baseUrl.origin}/login/${encodeBase64}`;
const variables = {
document_title: doc.Name,
sender_name: doc.ExtUserPtr.Name,
sender_mail: doc.ExtUserPtr.Email,
sender_phone: doc.ExtUserPtr.Phone,
receiver_name: signer.Name,
receiver_email: signer.Email,
receiver_phone: signer.Phone,
expiry_date: localExpireDate,
company_name: doc?.ExtUserPtr?.Company || '',
signing_url: `<a href=${signPdf}>Sign here</a>`,
};
const mail = replaceMailVaribles(subject, body, variables);
let params = {
mailProvider: doc?.ExtUserPtr?.active_mail_adapter,
extUserId: doc?.ExtUserPtr?.objectId,
recipient: signer.Email,
subject: mail.subject,
from: doc?.ExtUserPtr?.Email,
html: mail.body,
};
try {
const res = await axios.post(url, params, { headers: headers });
// console.log('res ', res.data.result);
} catch (err) {
console.log('err in sendmail', err);
const mailRes = await sendMail(doc, signer, mailCount);
if (mailRes && mailRes.status === 'success') {
mailCount += mailRes.count;
}
}
}
Expand All @@ -167,41 +152,9 @@ export default async function autoReminder(request, response) {
const signers = doc?.Signers;
if (signers?.length > 0) {
for (const signer of signers) {
const encodeBase64 = btoa(`${doc.objectId}/${signer.Email}/${signer.objectId}`);
const expireDate = doc?.ExpiryDate?.iso;
const newDate = new Date(expireDate);
const localExpireDate = newDate.toLocaleDateString('en-US', {
day: 'numeric',
month: 'long',
year: 'numeric',
});
const signPdf = `${baseUrl.origin}/login/${encodeBase64}`;
const variables = {
document_title: doc.Name,
sender_name: doc.ExtUserPtr.Name,
sender_mail: doc.ExtUserPtr.Email,
sender_phone: doc.ExtUserPtr.Phone,
receiver_name: signer.Name,
receiver_email: signer.Email,
receiver_phone: signer.Phone,
expiry_date: localExpireDate,
company_name: doc?.ExtUserPtr?.Company || '',
signing_url: `<a href=${signPdf}>Sign here</a>`,
};
const mail = replaceMailVaribles(subject, body, variables);
let params = {
mailProvider: doc?.ExtUserPtr?.active_mail_adapter,
extUserId: doc?.ExtUserPtr?.objectId,
recipient: signer.Email,
subject: mail.subject,
from: doc?.ExtUserPtr?.Email,
html: mail.body,
};
try {
const res = await axios.post(url, params, { headers: headers });
// console.log('res ', res.data.result);
} catch (err) {
console.log('err in sendmail', err);
const mailRes = await sendMail(doc, signer, mailCount);
if (mailRes && mailRes.status === 'success') {
mailCount += mailRes.count;
}
}
}
Expand All @@ -218,7 +171,7 @@ export default async function autoReminder(request, response) {
}
}
}
response.json({ status: 'success' });
response.json({ status: 'success', document_count: docsArr.length, mail_count: mailCount });
} else {
response.json({ status: 'no record found' });
}
Expand Down
2 changes: 1 addition & 1 deletion apps/OpenSignServer/cloud/customRoute/customApp.js
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Original file line number Diff line number Diff line change
Expand Up @@ -21,4 +21,4 @@ app.post('/savesubscription', saveSubscription);
app.post('/saveinvoice', saveInvoice);
app.post('/savepayment', savePayments);
app.post('/googleauth', gooogleauth);
app.post('/autoreminder', autoReminder);
app.post('/sendreminder', autoReminder);