50 lines
2.1 KiB
Markdown
50 lines
2.1 KiB
Markdown
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# #71 Automated email refactor — DEFERRED
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Searched the repo + git history (commits back to the initial `67d7e6e Initial
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commit: Port Nimara CRM`) for legacy CRM email templates that could be
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lifted verbatim or used as a tonal reference for the rewrite. **None found.**
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The codebase was built from scratch; there's no archive directory, no
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import dump, and no commits ever contained "old-system" template HTML.
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## What this task needs
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A full refactor of the four signing-lifecycle emails to a luxury-port
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brand voice, with per-port branding flow:
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1. **Invitation** (`signingInvitationEmail`) — currently functional but
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utilitarian copy. Subject format Matt called for:
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`"{firstName}, your EOI for {portName} is ready to be signed"`.
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2. **Reminder** (`signingReminderEmail`) — same recipient, follow-up nudge.
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3. **Completion** (`signingCompletedEmail`) — sent with the signed PDF attached.
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4. **Cancelled** (`signingCancelledEmail`) — added 2026-05-15 alongside the
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cancel-with-notify modal.
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Each template should have **per-port** branding parameters:
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- Port name + signature block
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- Primary brand color (already plumbed via `BrandingShell`)
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- Optional header/footer HTML overrides (`branding_email_header_html` /
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`_footer_html` settings)
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## Source-of-truth flow before unblocking
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Matt to paste / share the legacy templates from the prior CRM (likely
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NocoDB-era or a separate email tool — not committed to this repo). Once
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shared, lift the copy verbatim where possible; otherwise match
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**structure + tone + voice** carefully.
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Current files to refactor:
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- `src/lib/email/templates/document-signing.tsx` (4 templates)
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- `src/lib/email/templates/portal-auth.tsx` (activation + reset)
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- `src/lib/email/templates/inquiry-client-confirmation.tsx`
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- `src/lib/email/templates/inquiry-sales-notification.tsx`
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## Status
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DEFERRED until the legacy copy is supplied or Matt approves a from-scratch
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draft. The structural plumbing (per-port branding, sendEmail with
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attachments, EMAIL_REDIRECT_TO safety, cancel-with-notify wiring) all
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landed in earlier tasks — only the copy rewrite remains.
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