588e9762c2
Add complete quote template functionality, enhanced outbound email sending, new quote statuses, and supporting infrastructure: - Add new quote statuses (template, sending, mail_failed) with tailored UI styling for status pills - Implement full template workflows: save real quotes as templates, create new quotes from existing templates - Add support for custom quote dates and extended validity periods on generated PDF documents - Build out improved email pipeline with persisted compose fields and retry functionality for failed sends - Add attachment direction tracking to categorize inbound, outbound, and generated quote attachments - Fix tooltip component to properly handle Radix `asChild` prop to avoid React DOM attribute errors - Add comprehensive test coverage, schema migrations, and update sample test and production data
344 lines
No EOL
11 KiB
JSON
344 lines
No EOL
11 KiB
JSON
{
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"name": "WFDASH — Quote Outbound Send",
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"description": "Sends approved quote emails via SMTP. Triggered when Next.js flips a quote to status='sending'. Records success (→ emailed) or failure (→ mail_failed) back to PocketBase with the SMTP response.",
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"tags": [
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{
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"name": "wfdash",
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"id": "wf-tag-wfdash"
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}
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],
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"nodes": [
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{
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"parameters": {
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"events": [
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"update"
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],
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"collection": "quotes",
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"filter": "status='sending'",
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"options": {
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"expand": "customer"
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}
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},
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"id": "trigger-pocketbase-quote-sending",
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"name": "PB: Quote status → sending",
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"type": "n8n-nodes-pocketbase.pocketbaseTrigger",
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"typeVersion": 1,
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"position": [
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0,
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0
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],
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"webhookId": "wf-quote-outbound-send-trigger",
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"credentials": {
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"pocketbaseApi": {
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"id": "PB_CRED_ID",
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"name": "PocketBase account"
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}
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}
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},
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{
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"parameters": {
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"conditions": {
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"options": {
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"caseSensitive": true,
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"typeValidation": "loose",
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"version": 3
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},
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"conditions": [
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{
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"leftValue": "={{ $json.record.status }}",
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"rightValue": "sending",
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"operator": {
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"type": "string",
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"operation": "equals"
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},
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"id": "cond-status-sending"
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},
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{
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"leftValue": "={{ $json.record.email_message_id }}",
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"rightValue": "",
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"operator": {
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"type": "string",
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"operation": "notEquals"
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},
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"id": "cond-not-already-sent"
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}
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],
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"combinator": "and"
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},
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"options": {}
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},
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"id": "if-status-sending",
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"name": "If status == sending",
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"type": "n8n-nodes-base.if",
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"typeVersion": 2.2,
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"position": [
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220,
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0
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]
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},
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{
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"parameters": {
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"method": "POST",
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"url": "={{ $env.WFDASH_API_BASE_URL }}/api/mcp",
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"sendHeaders": true,
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"headerParameters": {
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"parameters": [
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{
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"name": "Content-Type",
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"value": "application/json"
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},
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{
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"name": "X-Agent-Api-Key",
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"value": "={{ $env.AGENT_API_KEY }}"
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}
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]
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},
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"sendBody": true,
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"specifyBody": "json",
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"jsonBody": "={\n \"jsonrpc\": \"2.0\",\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"quotes.get_send_payload\",\n \"arguments\": { \"quote_id\": \"{{ $json.record.id }}\" }\n },\n \"id\": \"1\"\n}",
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"options": {
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"response": {
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"response": {
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"responseFormat": "json"
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}
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},
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"timeout": 15000
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}
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},
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"id": "mcp-fetch-send-payload",
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"name": "MCP: Get send payload",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [
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440,
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-120
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]
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},
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{
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"parameters": {
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"jsCode": "// Compose the MIME message from the MCP payload. n8n's Send Email\n// node handles attachments + headers natively, so we only need to\n// shape the data it consumes.\nconst payload = $json.result?.data || $json.result || $json;\nconst quote = payload.quote || {};\nconst customer = quote.expand?.customer || quote.customer || {};\n\n// Build a deterministic RFC 5322 Message-ID per send. The format\n// embeds the quote id + epoch ms so retries get a different id\n// (RFC 5322 requires uniqueness).\nconst now = new Date();\nconst epoch = now.getTime();\nconst nonce = Math.random().toString(36).slice(2, 10);\nconst messageId = `<quote-${quote.id}-${epoch}-${nonce}@wfdash.local>`;\n\n// Pull the operator's persisted composition (saved at modal submit\n// time). Defaults come from MCP payload.\nconst subject = payload.subject || `Quote ${quote.quote_number}`;\nconst text = payload.message || `Please find attached quote ${quote.quote_number}.`;\n\n// Convert the JSON-encoded attachment IDs into a list of file URLs.\n// n8n's HTTP Request nodes download each file into $binary.\nconst attIds = Array.isArray(payload.selected_attachment_ids)\n ? payload.selected_attachment_ids\n : [];\nconst pdfId = payload.pdf_attachment_id;\nconst allIds = pdfId ? [pdfId, ...attIds.filter((x) => x !== pdfId)] : attIds;\n\nreturn {\n json: {\n quote_id: quote.id,\n quote_number: quote.quote_number,\n to: payload.to || customer.email,\n cc: payload.cc || \"\",\n bcc: payload.bcc || \"\",\n subject,\n text,\n from_name: payload.from_name || quote.company_letterhead || \"WFDASH\",\n attachment_ids: allIds,\n message_id: messageId,\n compose_ts: now.toISOString()\n }\n};\n"
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},
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"id": "code-format-email",
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"name": "Format email params",
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"type": "n8n-nodes-base.code",
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"typeVersion": 2,
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"position": [
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660,
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-120
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]
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},
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{
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"parameters": {
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"method": "GET",
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"url": "={{ $env.NEXT_PUBLIC_POCKETBASE_URL }}/api/files/quote_attachments/{{ $json.attachment_id }}/{{ $json.filename }}",
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"sendHeaders": true,
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"headerParameters": {
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"parameters": [
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{
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"name": "Authorization",
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"value": "={{ $env.PB_ADMIN_TOKEN }}"
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}
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]
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},
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"options": {
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"response": {
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"response": {
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"responseFormat": "file"
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}
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},
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"timeout": 30000
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}
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},
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"id": "http-fetch-attachment",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [
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880,
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-120
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]
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},
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{
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"parameters": {
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"fromEmail": "=quotes@wfsales.co.za",
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"toEmail": "={{ $json.to }}",
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"subject": "={{ $json.subject }}",
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"emailFormat": "text",
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"text": "={{ $json.text }}",
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"options": {
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"appendAttribution": false,
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"ccEmail": "={{ $json.cc }}",
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"bccEmail": "={{ $json.bcc }}",
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"replyTo": "quotes@wfsales.co.za",
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"attachments": "={{ $binary }}"
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}
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},
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"id": "send-email-smtp",
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"name": "Send Email (SMTP)",
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"type": "n8n-nodes-base.emailSend",
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"typeVersion": 2.1,
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"position": [
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1100,
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-120
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],
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"retryOnFail": true,
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"maxTries": 3,
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"waitBetweenTries": 5000,
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"onError": "continueRegularOutput",
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"credentials": {
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"smtp": {
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"id": "SMTP_CRED_ID",
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"name": "WFDASH Outbound SMTP"
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}
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}
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},
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{
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"parameters": {
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"method": "POST",
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"url": "={{ $env.NEXT_PUBLIC_POCKETBASE_URL }}/api/collections/pbc_2527524235/records/{{ $node[\"Format email params\"].json.quote_id }}",
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"sendHeaders": true,
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"headerParameters": {
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"parameters": [
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{
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"name": "Content-Type",
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"value": "application/json"
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},
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{
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"name": "Authorization",
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"value": "={{ $env.PB_ADMIN_TOKEN }}"
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}
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]
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},
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"sendBody": true,
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"specifyBody": "json",
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"jsonBody": "={\n \"status\": \"emailed\",\n \"email_delivered\": true,\n \"email_delivered_at\": \"{{ $now.toISO() }}\",\n \"email_outbound_message_id\": \"{{ $node[\"Format email params\"].json.message_id }}\",\n \"email_error\": \"\",\n \"sending_started_at\": \"\"\n}",
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"options": {
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"timeout": 15000
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}
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},
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"id": "patch-quote-emailed",
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"name": "PATCH: quote → emailed",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [
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1320,
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-200
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]
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},
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{
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"parameters": {
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"method": "POST",
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"url": "={{ $env.NEXT_PUBLIC_POCKETBASE_URL }}/api/collections/pbc_2527524235/records/{{ $node[\"Format email params\"].json.quote_id }}",
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"sendHeaders": true,
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"headerParameters": {
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"parameters": [
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{
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"name": "Content-Type",
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"value": "application/json"
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},
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{
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"name": "Authorization",
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"value": "={{ $env.PB_ADMIN_TOKEN }}"
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}
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]
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},
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"sendBody": true,
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"specifyBody": "json",
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"jsonBody": "={\n \"status\": \"mail_failed\",\n \"email_failed_at\": \"{{ $now.toISO() }}\",\n \"email_error\": \"[smtp] {{ ($json.error?.message || $json.message || 'Unknown SMTP failure').toString().slice(0, 4900) }}\",\n \"email_outbound_message_id\": \"{{ $node[\"Format email params\"].json.message_id }}\",\n \"sending_started_at\": \"\"\n}",
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"options": {
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"timeout": 15000
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}
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},
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"id": "patch-quote-mail-failed",
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"name": "PATCH: quote → mail_failed",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [
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1320,
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-40
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]
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}
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],
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"connections": {
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"PB: Quote status → sending": {
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"main": [
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[
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{
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"node": "If status == sending",
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"type": "main",
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"index": 0
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}
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]
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]
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},
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"If status == sending": {
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"main": [
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[
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{
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"node": "MCP: Get send payload",
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"type": "main",
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"index": 0
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}
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]
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]
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},
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"MCP: Get send payload": {
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"main": [
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[
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{
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"node": "Format email params",
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"type": "main",
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"index": 0
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}
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]
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]
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},
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"Format email params": {
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"main": [
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[
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{
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"node": "Send Email (SMTP)",
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"type": "main",
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"index": 0
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}
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]
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]
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},
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"Send Email (SMTP)": {
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"main": [
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[
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{
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"node": "PATCH: quote → emailed",
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"type": "main",
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"index": 0
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}
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]
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],
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"error": [
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[
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{
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"node": "PATCH: quote → mail_failed",
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"type": "main",
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"index": 0
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}
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]
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]
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}
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},
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"settings": {
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"executionOrder": "v1",
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"saveDataSuccessExecution": "all",
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"saveDataErrorExecution": "all",
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"saveManualExecutions": true,
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"saveExecutionProgress": true,
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"timezone": "Africa/Johannesburg"
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},
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"staticData": null,
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"pinData": {},
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"versionId": "1",
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"triggerCount": 1,
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"meta": {
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"instanceId": "wfdash-quote-outbound-send",
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"templateCredsSetupCompleted": false,
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"description": "SMTP creds + PocketBase creds + WFDASH API base URL + AGENT_API_KEY env vars must be configured in n8n before activation. Add a new SMTP credential named 'WFDASH Outbound SMTP' and a PocketBase credential named 'PocketBase account' before publishing."
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}
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} |