feat: add Mietvertrag workflow and template management in n8n, including email notifications and document handling

Co-authored-by: Copilot <copilot@github.com>
2026-04-29 21:42:17 +02:00
parent 3298efe54b
commit 3a902e7138
10 changed files with 622 additions and 0 deletions
@@ -0,0 +1,96 @@
+{
+  "name": "Lead Qualified → Payment Email",
+  "nodes": [
+    {
+      "parameters": {
+        "triggerOnNotify": true,
+        "channel": "lead_qualified",
+        "additionalFields": {}
+      },
+      "id": "pg-trigger",
+      "name": "Postgres Trigger",
+      "type": "n8n-nodes-base.postgresTrigger",
+      "typeVersion": 1,
+      "position": [250, 300],
+      "credentials": {
+        "postgres": {
+          "id": "1",
+          "name": "MC Cars Postgres"
+        }
+      }
+    },
+    {
+      "parameters": {
+        "operation": "executeQuery",
+        "query": "SELECT c.id, c.name, c.email, c.phone,\n       so.order_number, so.total_eur, so.deposit_eur,\n       so.date_from, so.date_to, so.vehicle_label,\n       so.daily_subtotal, so.weekend_subtotal,\n       so.subtotal_eur, so.vat_eur,\n       so.total_days, so.weekday_count, so.weekend_day_count\nFROM public.customers c\nJOIN public.sales_orders so ON so.customer_id = c.id\nWHERE so.id = '{{ $json.sales_order_id }}'::uuid",
+        "additionalFields": {}
+      },
+      "id": "fetch-order-data",
+      "name": "Fetch Order Data",
+      "type": "n8n-nodes-base.postgres",
+      "typeVersion": 2.5,
+      "position": [470, 300],
+      "credentials": {
+        "postgres": {
+          "id": "1",
+          "name": "MC Cars Postgres"
+        }
+      }
+    },
+    {
+      "parameters": {
+        "fromEmail": "info@mc-cars.at",
+        "toEmail": "={{ $json.email }}",
+        "subject": "MC Cars – Ihre Buchung {{ $json.order_number }} – Zahlungsanweisungen",
+        "emailType": "html",
+        "html": "<div style=\"font-family:Arial,sans-serif;max-width:600px;margin:0 auto;\">\n  <div style=\"background:#1a1a1a;padding:20px;text-align:center;\">\n    <h1 style=\"color:#c87941;margin:0;\">MC Cars</h1>\n  </div>\n  <div style=\"padding:30px;background:#f9f9f9;\">\n    <p>Sehr geehrte/r <strong>{{ $json.name }}</strong>,</p>\n    <p>vielen Dank für Ihre Buchung! Hier sind Ihre Buchungsdetails und Zahlungsanweisungen:</p>\n    \n    <table style=\"width:100%;border-collapse:collapse;margin:20px 0;\">\n      <tr><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>Bestellnummer:</strong></td><td style=\"padding:8px;border-bottom:1px solid #ddd;\">{{ $json.order_number }}</td></tr>\n      <tr><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>Fahrzeug:</strong></td><td style=\"padding:8px;border-bottom:1px solid #ddd;\">{{ $json.vehicle_label }}</td></tr>\n      <tr><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>Zeitraum:</strong></td><td style=\"padding:8px;border-bottom:1px solid #ddd;\">{{ $json.date_from }} – {{ $json.date_to }}</td></tr>\n      <tr><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>Tage gesamt:</strong></td><td style=\"padding:8px;border-bottom:1px solid #ddd;\">{{ $json.total_days }}</td></tr>\n      <tr><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>Netto:</strong></td><td style=\"padding:8px;border-bottom:1px solid #ddd;\">€{{ $json.subtotal_eur }}</td></tr>\n      <tr><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>MwSt (19%):</strong></td><td style=\"padding:8px;border-bottom:1px solid #ddd;\">€{{ $json.vat_eur }}</td></tr>\n      <tr><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>Gesamtbetrag:</strong></td><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>€{{ $json.total_eur }}</strong></td></tr>\n      <tr><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>Kaution:</strong></td><td style=\"padding:8px;border-bottom:1px solid #ddd;\"><strong>€{{ $json.deposit_eur }}</strong></td></tr>\n    </table>\n\n    <h3 style=\"color:#c87941;\">Zahlungsanweisungen</h3>\n    \n    <h4>1. Kaution (€{{ $json.deposit_eur }})</h4>\n    <p>Bitte überweisen Sie die Kaution auf folgendes Konto:</p>\n    <div style=\"background:#fff;padding:15px;border:1px solid #ddd;border-radius:5px;margin:10px 0;\">\n      <p style=\"margin:5px 0;\"><strong>Empfänger:</strong> MC Cars GmbH</p>\n      <p style=\"margin:5px 0;\"><strong>IBAN:</strong> AT00 0000 0000 0000 0000</p>\n      <p style=\"margin:5px 0;\"><strong>BIC:</strong> BKAUATWW</p>\n      <p style=\"margin:5px 0;\"><strong>Verwendungszweck:</strong> Kaution {{ $json.order_number }}</p>\n    </div>\n\n    <h4>2. Mietbetrag (€{{ $json.total_eur }})</h4>\n    <p>Den Mietbetrag können Sie bequem online bezahlen:</p>\n    <div style=\"text-align:center;margin:20px 0;\">\n      <a href=\"https://mc-cars.at/zahlung/{{ $json.order_number }}\" style=\"background:#c87941;color:#fff;padding:12px 30px;text-decoration:none;border-radius:5px;font-weight:bold;\">Jetzt bezahlen</a>\n    </div>\n    <p style=\"font-size:0.85em;color:#666;\">Oder überweisen Sie auf dasselbe Konto mit Verwendungszweck: <strong>Miete {{ $json.order_number }}</strong></p>\n\n    <hr style=\"border:none;border-top:1px solid #ddd;margin:25px 0;\" />\n    <p>Bei Fragen stehen wir Ihnen jederzeit zur Verfügung.</p>\n    <p>Mit freundlichen Grüßen,<br/><strong>MC Cars GmbH</strong><br/>info@mc-cars.at<br/>mc-cars.at</p>\n  </div>\n</div>",
+        "options": {}
+      },
+      "id": "send-email",
+      "name": "Send Payment Email",
+      "type": "n8n-nodes-base.emailSend",
+      "typeVersion": 2.1,
+      "position": [690, 300],
+      "credentials": {
+        "smtp": {
+          "id": "2",
+          "name": "MC Cars SMTP"
+        }
+      }
+    }
+  ],
+  "connections": {
+    "Postgres Trigger": {
+      "main": [
+        [
+          {
+            "node": "Fetch Order Data",
+            "type": "main",
+            "index": 0
+          }
+        ]
+      ]
+    },
+    "Fetch Order Data": {
+      "main": [
+        [
+          {
+            "node": "Send Payment Email",
+            "type": "main",
+            "index": 0
+          }
+        ]
+      ]
+    }
+  },
+  "settings": {
+    "executionOrder": "v1"
+  },
+  "staticData": null,
+  "tags": [
+    {
+      "name": "mc-cars"
+    }
+  ],
+  "triggerCount": 1
+}
@@ -0,0 +1,291 @@
+{
+  "name": "Lead Qualified → Mietvertrag PDF",
+  "nodes": [
+    {
+      "parameters": {
+        "triggerOnNotify": true,
+        "channel": "lead_qualified",
+        "additionalFields": {}
+      },
+      "id": "pg-trigger-mv",
+      "name": "Postgres Trigger",
+      "type": "n8n-nodes-base.postgresTrigger",
+      "typeVersion": 1,
+      "position": [250, 300],
+      "credentials": {
+        "postgres": {
+          "id": "1",
+          "name": "MC Cars Postgres"
+        }
+      }
+    },
+    {
+      "parameters": {
+        "operation": "executeQuery",
+        "query": "SELECT value FROM public.site_settings WHERE key = 'mietvertrag_template_path'",
+        "additionalFields": {}
+      },
+      "id": "check-template",
+      "name": "Check Template Exists",
+      "type": "n8n-nodes-base.postgres",
+      "typeVersion": 2.5,
+      "position": [470, 300],
+      "credentials": {
+        "postgres": {
+          "id": "1",
+          "name": "MC Cars Postgres"
+        }
+      }
+    },
+    {
+      "parameters": {
+        "conditions": {
+          "options": {
+            "caseSensitive": true,
+            "leftValue": "",
+            "typeValidation": "strict"
+          },
+          "conditions": [
+            {
+              "id": "cond1",
+              "leftValue": "={{ $json.value }}",
+              "rightValue": "",
+              "operator": {
+                "type": "string",
+                "operation": "notEmpty"
+              }
+            }
+          ],
+          "combinator": "and"
+        },
+        "options": {}
+      },
+      "id": "if-template-exists",
+      "name": "Template Exists?",
+      "type": "n8n-nodes-base.if",
+      "typeVersion": 2,
+      "position": [670, 300]
+    },
+    {
+      "parameters": {
+        "operation": "executeQuery",
+        "query": "SELECT c.name, c.email, c.phone,\n       so.order_number, so.total_eur, so.deposit_eur,\n       so.date_from, so.date_to, so.vehicle_label,\n       so.daily_subtotal, so.weekend_subtotal,\n       so.subtotal_eur, so.vat_eur,\n       so.total_days, so.weekday_count, so.weekend_day_count,\n       to_char(so.date_from, 'DD.MM.YYYY') as date_from_de,\n       to_char(so.date_to, 'DD.MM.YYYY') as date_to_de,\n       to_char(now(), 'DD.MM.YYYY') as today_de\nFROM public.customers c\nJOIN public.sales_orders so ON so.customer_id = c.id\nWHERE so.id = '{{ $('Postgres Trigger').item.json.sales_order_id }}'::uuid",
+        "additionalFields": {}
+      },
+      "id": "fetch-full-data",
+      "name": "Fetch Full Order+Customer",
+      "type": "n8n-nodes-base.postgres",
+      "typeVersion": 2.5,
+      "position": [890, 200],
+      "credentials": {
+        "postgres": {
+          "id": "1",
+          "name": "MC Cars Postgres"
+        }
+      }
+    },
+    {
+      "parameters": {
+        "url": "=http://kong:8000/storage/v1/object/document-templates/{{ $('Check Template Exists').item.json.value }}",
+        "sendHeaders": true,
+        "headerParameters": {
+          "parameters": [
+            {
+              "name": "apikey",
+              "value": "={{ $env.SERVICE_ROLE_KEY || 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJzdXBhYmFzZS1kZW1vIiwicm9sZSI6InNlcnZpY2Vfcm9sZSIsImV4cCI6MTk4MzgxMjk5Nn0.EGIM96RAZx35lJzdJsyH-qQwv8Hdp7fsn3W0YpN81IU' }}"
+            },
+            {
+              "name": "Authorization",
+              "value": "=Bearer {{ $env.SERVICE_ROLE_KEY || 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJzdXBhYmFzZS1kZW1vIiwicm9sZSI6InNlcnZpY2Vfcm9sZSIsImV4cCI6MTk4MzgxMjk5Nn0.EGIM96RAZx35lJzdJsyH-qQwv8Hdp7fsn3W0YpN81IU' }}"
+            }
+          ]
+        },
+        "options": {
+          "response": {
+            "response": {
+              "responseFormat": "file"
+            }
+          }
+        }
+      },
+      "id": "download-template",
+      "name": "Download DOCX Template",
+      "type": "n8n-nodes-base.httpRequest",
+      "typeVersion": 4.2,
+      "position": [1110, 200]
+    },
+    {
+      "parameters": {
+        "jsCode": "// Fill DOCX template placeholders using simple text replacement.\n// The DOCX is a ZIP containing XML. We replace {{placeholder}} markers\n// in the document.xml with actual values from the order data.\n\nconst JSZip = require('jszip');\n\nconst binaryData = await this.helpers.getBinaryDataBuffer(0, 'data');\nconst orderData = $('Fetch Full Order+Customer').first().json;\n\n// Placeholders map\nconst placeholders = {\n  '{{KUNDE_NAME}}': orderData.name || '',\n  '{{KUNDE_EMAIL}}': orderData.email || '',\n  '{{KUNDE_TELEFON}}': orderData.phone || '',\n  '{{BESTELLNUMMER}}': orderData.order_number || '',\n  '{{FAHRZEUG}}': orderData.vehicle_label || '',\n  '{{DATUM_VON}}': orderData.date_from_de || '',\n  '{{DATUM_BIS}}': orderData.date_to_de || '',\n  '{{TAGE_GESAMT}}': String(orderData.total_days || 0),\n  '{{WOCHENTAGE}}': String(orderData.weekday_count || 0),\n  '{{WOCHENENDTAGE}}': String(orderData.weekend_day_count || 0),\n  '{{NETTO}}': String(orderData.subtotal_eur || 0),\n  '{{MWST}}': String(orderData.vat_eur || 0),\n  '{{GESAMT}}': String(orderData.total_eur || 0),\n  '{{KAUTION}}': String(orderData.deposit_eur || 0),\n  '{{TAGESSATZ}}': String(orderData.daily_subtotal || 0),\n  '{{WOCHENENDZUSCHLAG}}': String(orderData.weekend_subtotal || 0),\n  '{{DATUM_HEUTE}}': orderData.today_de || '',\n};\n\nconst zip = await JSZip.loadAsync(binaryData);\n\n// Process all XML files in the docx\nconst xmlFiles = Object.keys(zip.files).filter(f => f.endsWith('.xml'));\n\nfor (const xmlFile of xmlFiles) {\n  let content = await zip.file(xmlFile).async('string');\n  for (const [placeholder, value] of Object.entries(placeholders)) {\n    // Handle split placeholders in XML (Word splits text into runs)\n    // Simple approach: replace in the raw XML\n    const escaped = placeholder.replace(/[{}]/g, c => `\\\\${c}`);\n    content = content.split(placeholder).join(value);\n  }\n  zip.file(xmlFile, content);\n}\n\nconst filledDocx = await zip.generateAsync({ type: 'nodebuffer' });\n\nreturn [{\n  json: { filename: `Mietvertrag_${orderData.order_number}.docx` },\n  binary: {\n    data: await this.helpers.prepareBinaryData(filledDocx, `Mietvertrag_${orderData.order_number}.docx`, 'application/vnd.openxmlformats-officedocument.wordprocessingml.document')\n  }\n}];"
+      },
+      "id": "fill-template",
+      "name": "Fill DOCX Template",
+      "type": "n8n-nodes-base.code",
+      "typeVersion": 2,
+      "position": [1330, 200]
+    },
+    {
+      "parameters": {
+        "url": "http://gotenberg:3000/forms/libreoffice/convert",
+        "method": "POST",
+        "sendBody": true,
+        "contentType": "multipart-form-data",
+        "bodyParameters": {
+          "parameters": [
+            {
+              "parameterType": "formBinaryData",
+              "name": "files",
+              "inputDataFieldName": "data"
+            }
+          ]
+        },
+        "options": {
+          "response": {
+            "response": {
+              "responseFormat": "file"
+            }
+          }
+        }
+      },
+      "id": "convert-to-pdf",
+      "name": "Convert to PDF (Gotenberg)",
+      "type": "n8n-nodes-base.httpRequest",
+      "typeVersion": 4.2,
+      "position": [1550, 200]
+    },
+    {
+      "parameters": {
+        "jsCode": "// Rename the binary output to have the correct PDF filename\nconst orderData = $('Fetch Full Order+Customer').first().json;\nconst binaryData = await this.helpers.getBinaryDataBuffer(0, 'data');\n\nreturn [{\n  json: { filename: `Mietvertrag_${orderData.order_number}.pdf`, email: orderData.email, name: orderData.name, order_number: orderData.order_number },\n  binary: {\n    data: await this.helpers.prepareBinaryData(binaryData, `Mietvertrag_${orderData.order_number}.pdf`, 'application/pdf')\n  }\n}];"
+      },
+      "id": "prepare-pdf",
+      "name": "Prepare PDF Attachment",
+      "type": "n8n-nodes-base.code",
+      "typeVersion": 2,
+      "position": [1770, 200]
+    },
+    {
+      "parameters": {
+        "fromEmail": "info@mc-cars.at",
+        "toEmail": "={{ $json.email }}",
+        "subject": "MC Cars – Ihr Mietvertrag {{ $json.order_number }}",
+        "emailType": "html",
+        "html": "<div style=\"font-family:Arial,sans-serif;max-width:600px;margin:0 auto;\">\n  <div style=\"background:#1a1a1a;padding:20px;text-align:center;\">\n    <h1 style=\"color:#c87941;margin:0;\">MC Cars</h1>\n  </div>\n  <div style=\"padding:30px;background:#f9f9f9;\">\n    <p>Sehr geehrte/r <strong>{{ $json.name }}</strong>,</p>\n    <p>anbei finden Sie Ihren Mietvertrag für die Bestellung <strong>{{ $json.order_number }}</strong>.</p>\n    <p>Bitte prüfen Sie die Angaben und bringen Sie den unterschriebenen Vertrag zur Fahrzeugübergabe mit.</p>\n    <hr style=\"border:none;border-top:1px solid #ddd;margin:25px 0;\" />\n    <p>Bei Fragen stehen wir Ihnen jederzeit zur Verfügung.</p>\n    <p>Mit freundlichen Grüßen,<br/><strong>MC Cars GmbH</strong><br/>info@mc-cars.at<br/>mc-cars.at</p>\n  </div>\n</div>",
+        "options": {
+          "attachments": "data"
+        }
+      },
+      "id": "send-mietvertrag",
+      "name": "Send Mietvertrag Email",
+      "type": "n8n-nodes-base.emailSend",
+      "typeVersion": 2.1,
+      "position": [1990, 200],
+      "credentials": {
+        "smtp": {
+          "id": "2",
+          "name": "MC Cars SMTP"
+        }
+      }
+    }
+  ],
+  "connections": {
+    "Postgres Trigger": {
+      "main": [
+        [
+          {
+            "node": "Check Template Exists",
+            "type": "main",
+            "index": 0
+          }
+        ]
+      ]
+    },
+    "Check Template Exists": {
+      "main": [
+        [
+          {
+            "node": "Template Exists?",
+            "type": "main",
+            "index": 0
+          }
+        ]
+      ]
+    },
+    "Template Exists?": {
+      "main": [
+        [
+          {
+            "node": "Fetch Full Order+Customer",
+            "type": "main",
+            "index": 0
+          }
+        ],
+        []
+      ]
+    },
+    "Fetch Full Order+Customer": {
+      "main": [
+        [
+          {
+            "node": "Download DOCX Template",
+            "type": "main",
+            "index": 0
+          }
+        ]
+      ]
+    },
+    "Download DOCX Template": {
+      "main": [
+        [
+          {
+            "node": "Fill DOCX Template",
+            "type": "main",
+            "index": 0
+          }
+        ]
+      ]
+    },
+    "Fill DOCX Template": {
+      "main": [
+        [
+          {
+            "node": "Convert to PDF (Gotenberg)",
+            "type": "main",
+            "index": 0
+          }
+        ]
+      ]
+    },
+    "Convert to PDF (Gotenberg)": {
+      "main": [
+        [
+          {
+            "node": "Prepare PDF Attachment",
+            "type": "main",
+            "index": 0
+          }
+        ]
+      ]
+    },
+    "Prepare PDF Attachment": {
+      "main": [
+        [
+          {
+            "node": "Send Mietvertrag Email",
+            "type": "main",
+            "index": 0
+          }
+        ]
+      ]
+    }
+  },
+  "settings": {
+    "executionOrder": "v1"
+  },
+  "staticData": null,
+  "tags": [
+    {
+      "name": "mc-cars"
+    }
+  ],
+  "triggerCount": 1
+}
@@ -0,0 +1,88 @@
+# n8n Workflows – MC Cars
+
+This folder contains exportable n8n workflow definitions for the MC Cars qualification automation.
+
+## Workflows
+
+### 01 – Qualification Payment Email
+**Trigger:** Postgres `NOTIFY` on channel `lead_qualified` (fires when `qualify_lead()` creates a sales order).
+
+**Flow:**
+1. Receives notification with `sales_order_id`, `customer_id`, etc.
+2. Fetches full order + customer data from Postgres.
+3. Sends HTML email to customer with:
+   - Booking summary (vehicle, dates, pricing)
+   - Kaution bank transfer instructions
+   - Payment link for the rental amount
+
+### 02 – Mietvertrag PDF Email
+**Trigger:** Same `lead_qualified` Postgres notification.
+
+**Flow:**
+1. Checks if `mietvertrag_template_path` is set in `site_settings`.
+2. If no template → workflow stops (no error).
+3. If template exists:
+   - Fetches customer + sales order data
+   - Downloads DOCX template from `document-templates` storage bucket
+   - Fills placeholders using JSZip (in a Code node)
+   - Converts filled DOCX to PDF via Gotenberg
+   - Sends PDF as email attachment to customer
+
+## Setup Instructions
+
+### 1. Create Postgres credential in n8n
+- **Name:** `MC Cars Postgres`
+- **Host:** `db`
+- **Port:** `5432`
+- **Database:** `postgres`
+- **User:** `postgres`
+- **Password:** (value of `POSTGRES_PASSWORD` from `.env`)
+
+### 2. Create SMTP credential in n8n
+- **Name:** `MC Cars SMTP`
+- **Host:** your SMTP server (e.g. `smtp.mailgun.org`, `mail.mc-cars.at`)
+- **Port:** `587` (TLS) or `465` (SSL)
+- **User:** your SMTP username
+- **Password:** your SMTP password
+- **From:** `info@mc-cars.at`
+
+### 3. Import workflows
+1. Open n8n at http://localhost:55590
+2. Go to **Workflows** → **Import from file**
+3. Import `01-qualification-payment-email.json`
+4. Import `02-mietvertrag-pdf-email.json`
+5. Open each workflow → assign the credentials created above → **Activate**
+
+### 4. Upload Mietvertrag template (optional)
+1. Open Admin panel → **Einstellungen** tab
+2. Upload a DOCX file in the "Mietvertrag-Vorlage" section
+3. The template should contain these placeholders:
+
+| Placeholder | Replaced with |
+|---|---|
+| `{{KUNDE_NAME}}` | Customer full name |
+| `{{KUNDE_EMAIL}}` | Customer email |
+| `{{KUNDE_TELEFON}}` | Customer phone |
+| `{{BESTELLNUMMER}}` | Sales order number (e.g. SO-2026-0001) |
+| `{{FAHRZEUG}}` | Vehicle label (e.g. "Ferrari 488 GTB") |
+| `{{DATUM_VON}}` | Rental start date (DD.MM.YYYY) |
+| `{{DATUM_BIS}}` | Rental end date (DD.MM.YYYY) |
+| `{{TAGE_GESAMT}}` | Total rental days |
+| `{{WOCHENTAGE}}` | Number of weekdays |
+| `{{WOCHENENDTAGE}}` | Number of weekend days |
+| `{{TAGESSATZ}}` | Weekday daily subtotal |
+| `{{WOCHENENDZUSCHLAG}}` | Weekend surcharge subtotal |
+| `{{NETTO}}` | Net amount (excl. VAT) |
+| `{{MWST}}` | VAT amount (19%) |
+| `{{GESAMT}}` | Total amount (incl. VAT) |
+| `{{KAUTION}}` | Deposit amount |
+| `{{DATUM_HEUTE}}` | Today's date (DD.MM.YYYY) |
+
+## Dependencies
+
+- **Gotenberg** (docker service `gotenberg`) — converts DOCX → PDF via LibreOffice
+- **n8n** needs the `jszip` npm package (pre-installed in n8n Docker image)
+
+## Domain
+
+All email links and sender addresses use `mc-cars.at`.