feat: now user can sent automatic reminders

2026-09-12 12:47:40 +02:00 · 2024-05-20 15:31:20 +05:30
parent 80fb320ae4
commit f38e8705de
11 changed files with 539 additions and 137 deletions
@@ -0,0 +1,231 @@
+import axios from 'axios';
+
+// `replaceMailVaribles` is used to replace variables from mail with there actual values
+function replaceMailVaribles(subject, body, variables) {
+  let replacedSubject = subject;
+  let replacedBody = body;
+
+  for (const variable in variables) {
+    const regex = new RegExp(`{{${variable}}}`, 'g');
+    if (subject) {
+      replacedSubject = replacedSubject.replace(regex, variables[variable]);
+    }
+    if (body) {
+      replacedBody = replacedBody.replace(regex, variables[variable]);
+    }
+  }
+
+  const result = {
+    subject: replacedSubject,
+    body: replacedBody,
+  };
+  return result;
+}
+
+export default async function autoReminder(request, response) {
+  const subject = `{{sender_name}} has requested you to sign "{{document_title}}"`;
+  const body = `<html><head><meta http-equiv='Content-Type' content='text/html; charset=UTF-8' /></head><body><p>Hi {{receiver_name}},</p><br><p>We hope this email finds you well. {{sender_name}}&nbsp;has requested you to review and sign&nbsp;<b>"{{document_title}}"</b>.</p><p>Your signature is crucial to proceed with the next steps as it signifies your agreement and authorization.</p><br><p>{{signing_url}}</p><br><p>If you have any questions or need further clarification regarding the document or the signing process,  please contact the sender.</p><br><p>Thanks</p><p> Team OpenSign™</p><br></body> </html>`;
+  const url = `${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);
+
+  // 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.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');
+    const docsArr = await docQuery.find({ useMasterKey: true });
+
+    if (docsArr && docsArr.length > 0) {
+      const _docsArr = JSON.parse(JSON.stringify(docsArr));
+      for (const doc of _docsArr) {
+        // The reminderDate variable is used to calculate the next reminder date.
+        const RemindOnceInEvery = doc?.RemindOnceInEvery || 5;
+        const ReminderDate = new Date(doc?.NextReminderDate?.iso);
+        ReminderDate.setDate(ReminderDate.getDate() + RemindOnceInEvery);
+        // The sendInOrder variable is used to determine whether to send emails in order or not.
+        const SendInOrder = doc?.SendinOrder || false;
+        if (SendInOrder) {
+          // The auditTrail variable is used to get the count of how many users have already signed the document.
+          const auditTrail = doc?.AuditTrail?.filter(x => x.Activity === 'Signed');
+          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,
+            };
+            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);
+              }
+            } catch (err) {
+              console.log('err in sendmail', err);
+            }
+          }
+        } else {
+          // The AuditTrail variable is used to check if there is any user who has already signed the document.
+          const auditTrail = doc?.AuditTrail?.filter(x => x.Activity === 'Signed');
+          if (auditTrail?.length > 0) {
+            // The signers variable is used to get the signers who haven't signed the document.
+            const signers = doc?.Signers.filter(signer => {
+              const signedUser = auditTrail?.find(y => y.UserPtr.objectId === signer.objectId);
+              if (!signedUser) {
+                return signer;
+              }
+            });
+            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);
+                }
+              }
+            }
+          } else {
+            // The for...of loop below is used to send a signing reminder to every signer who hasn't signed the document yet.
+            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);
+                }
+              }
+            }
+          }
+          // The code below is used to update the next reminder date of the document based on the "remind once every X days" setting.
+          try {
+            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);
+          }
+        }
+      }
+      response.json({ status: 'success' });
+    } else {
+      response.json({ status: 'no record found' });
+    }
+  } catch (err) {
+    console.log('err ', err);
+    const code = err?.code || 400;
+    const message = err?.message || 'Somehting went wrong!';
+    response.status(code).json({ error: message });
+  }
+}
@@ -7,6 +7,7 @@ import saveSubscription from './saveSubscription.js';
 import saveInvoice from './saveInvoice.js';
 import savePayments from './savePayments.js';
 import gooogleauth from './googleauth.js';
+import autoReminder from './autoReminder.js';
 export const app = express();

 dotenv.config();
@@ -16,10 +17,8 @@ app.use(express.urlencoded({ limit: '50mb', extended: true }));

 app.post('/file_upload', uploadFile);

-app.post('/savesubscription', saveSubscription)
-app.post('/saveinvoice', saveInvoice)
-app.post('/savepayment', savePayments)
-app.post('/googleauth', gooogleauth)
-
-
-
+app.post('/savesubscription', saveSubscription);
+app.post('/saveinvoice', saveInvoice);
+app.post('/savepayment', savePayments);
+app.post('/googleauth', gooogleauth);
+app.post('/autoreminder', autoReminder);
@@ -14,19 +14,29 @@ async function DocumentAftersave(request) {
        const updateQuery = await documentQuery.get(request.object.id, { useMasterKey: true });
        updateQuery.set('ExpiryDate', ExpiryDate);
        updateQuery.set('OriginIp', ip);
+        const AutoReminder = request?.object?.get('AutomaticReminders') || false;
+        if (AutoReminder) {
+          const RemindOnceInEvery = request?.object?.get('RemindOnceInEvery') || 5;
+          const ReminderDate = new Date(createdAt);
+          ReminderDate.setDate(ReminderDate.getDate() + RemindOnceInEvery);
+          updateQuery.set('NextReminderDate', ReminderDate);
+        }
        await updateQuery.save(null, { useMasterKey: true });
      } else if (createdAt && Folder === 'AIDoc') {
        const TimeToCompleteDays = request.object.get('TimeToCompleteDays');
        const ExpiryDate = new Date(createdAt);
-        // console.log("ExpiryDate")
-        // console.log(ExpiryDate)
        ExpiryDate.setDate(ExpiryDate.getDate() + TimeToCompleteDays);
-        // console.log("ExpiryDate date after update")
-        // console.log(ExpiryDate)
        const documentQuery = new Parse.Query('contracts_Document');
        const updateQuery = await documentQuery.get(request.object.id, { useMasterKey: true });
        updateQuery.set('ExpiryDate', ExpiryDate);
        updateQuery.set('OriginIp', ip);
+        const AutoReminder = request?.object?.get('AutomaticReminders') || false;
+        if (AutoReminder) {
+          const RemindOnceInEvery = request?.object?.get('RemindOnceInEvery') || 5;
+          const ReminderDate = new Date(createdAt);
+          ReminderDate.setDate(ReminderDate.getDate() + RemindOnceInEvery);
+          updateQuery.set('NextReminderDate', ReminderDate);
+        }
        await updateQuery.save(null, { useMasterKey: true });
      }

@@ -26,7 +26,7 @@ export default async function GetTemplate(request) {
        if (res) {
          // console.log("res ",res)
          const acl = res.getACL();
-          console.log("acl", acl.getReadAccess(userId))
+          // console.log("acl", acl.getReadAccess(userId))
          if (acl && acl.getReadAccess(userId)) {
            return res;
          } else {
@@ -4,7 +4,14 @@ export default async function TemplateAfterSave(request) {
      console.log('new entry is insert in contracts_Template');
      // update acl of New Document If There are signers present in array
      const signers = request.object.get('Signers');
-
+      const AutoReminder = request?.object?.get('AutomaticReminders') || false;
+      if (AutoReminder) {
+        const RemindOnceInEvery = request?.object?.get('RemindOnceInEvery') || 5;
+        const ReminderDate = new Date(request?.object?.get('createdAt'));
+        ReminderDate.setDate(ReminderDate.getDate() + RemindOnceInEvery);
+        request.object.set('NextReminderDate', ReminderDate);
+        await request.object.save(null, { useMasterKey: true });
+      }
      if (signers && signers.length > 0) {
        await updateAclDoc(request.object.id);
      } else {