# #71 Automated email refactor — DEFERRED

Searched the repo + git history (commits back to the initial `67d7e6e Initial
commit: Port Nimara CRM`) for legacy CRM email templates that could be
lifted verbatim or used as a tonal reference for the rewrite. **None found.**

The codebase was built from scratch; there's no archive directory, no
import dump, and no commits ever contained "old-system" template HTML.

## What this task needs

A full refactor of the four signing-lifecycle emails to a luxury-port
brand voice, with per-port branding flow:

1. **Invitation** (`signingInvitationEmail`) — currently functional but
   utilitarian copy. Subject format Matt called for:
   `"{firstName}, your EOI for {portName} is ready to be signed"`.
2. **Reminder** (`signingReminderEmail`) — same recipient, follow-up nudge.
3. **Completion** (`signingCompletedEmail`) — sent with the signed PDF attached.
4. **Cancelled** (`signingCancelledEmail`) — added 2026-05-15 alongside the
   cancel-with-notify modal.

Each template should have **per-port** branding parameters:

- Port name + signature block
- Primary brand color (already plumbed via `BrandingShell`)
- Optional header/footer HTML overrides (`branding_email_header_html` /
  `_footer_html` settings)

## Source-of-truth flow before unblocking

Matt to paste / share the legacy templates from the prior CRM (likely
NocoDB-era or a separate email tool — not committed to this repo). Once
shared, lift the copy verbatim where possible; otherwise match
**structure + tone + voice** carefully.

Current files to refactor:

- `src/lib/email/templates/document-signing.tsx` (4 templates)
- `src/lib/email/templates/portal-auth.tsx` (activation + reset)
- `src/lib/email/templates/inquiry-client-confirmation.tsx`
- `src/lib/email/templates/inquiry-sales-notification.tsx`

## Status

DEFERRED until the legacy copy is supplied or Matt approves a from-scratch
draft. The structural plumbing (per-port branding, sendEmail with
attachments, EMAIL_REDIRECT_TO safety, cancel-with-notify wiring) all
landed in earlier tasks — only the copy rewrite remains.