238 lines
14 KiB
MySQL
238 lines
14 KiB
MySQL
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-- Monaco USA Portal 2026 - Onboarding Payment Tracking
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-- Track new member payment deadlines for the 30-day payment window
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-- ============================================
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-- ADD PAYMENT TRACKING COLUMNS TO MEMBERS
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-- ============================================
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-- Payment deadline for new signups (30 days from onboarding completion)
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ALTER TABLE public.members ADD COLUMN IF NOT EXISTS payment_deadline TIMESTAMPTZ;
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-- Track when onboarding was completed
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ALTER TABLE public.members ADD COLUMN IF NOT EXISTS onboarding_completed_at TIMESTAMPTZ;
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-- Index for efficient reminder queries (only index non-null deadlines)
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CREATE INDEX IF NOT EXISTS idx_members_payment_deadline ON public.members(payment_deadline)
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WHERE payment_deadline IS NOT NULL;
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-- ============================================
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-- ADD ONBOARDING REMINDER TYPES TO LOGS TABLE
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-- ============================================
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-- Update the check constraint on dues_reminder_logs to include onboarding types
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ALTER TABLE public.dues_reminder_logs DROP CONSTRAINT IF EXISTS dues_reminder_logs_reminder_type_check;
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ALTER TABLE public.dues_reminder_logs ADD CONSTRAINT dues_reminder_logs_reminder_type_check
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CHECK (reminder_type IN (
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'due_soon_30', 'due_soon_7', 'due_soon_1', 'overdue', 'grace_period', 'inactive_notice',
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'onboarding_welcome', 'onboarding_reminder_7', 'onboarding_reminder_1', 'onboarding_expired'
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));
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-- ============================================
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-- ADD EMAIL TEMPLATES FOR ONBOARDING REMINDERS
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-- ============================================
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-- Welcome email with payment instructions (sent immediately after onboarding)
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INSERT INTO public.email_templates (template_key, template_name, category, subject, body_html, body_text, is_active, is_system, variables_schema) VALUES
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(
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'onboarding_welcome',
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'Welcome - Complete Your Membership',
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'onboarding',
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'Welcome to Monaco USA - Complete Your Membership',
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'<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Dear {{first_name}},</p>
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<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Welcome to Monaco USA! We''re thrilled to have you join our community of Americans living in and connected to Monaco.</p>
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<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Your account has been created and you now have <strong>30 days</strong> to complete your membership by paying your annual dues.</p>
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<div style="background: #f0fdf4; border: 1px solid #bbf7d0; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
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<p style="margin: 0 0 8px 0; color: #166534; font-size: 14px; font-weight: 600;">Your Membership Details:</p>
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<p style="margin: 0 0 4px 0; color: #166534; font-size: 14px;"><strong>Member ID:</strong> {{member_id}}</p>
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<p style="margin: 0 0 4px 0; color: #166534; font-size: 14px;"><strong>Annual Dues:</strong> {{amount}}</p>
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<p style="margin: 0 0 4px 0; color: #166534; font-size: 14px;"><strong>Payment Deadline:</strong> {{payment_deadline}}</p>
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</div>
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<div style="background: #dbeafe; border: 1px solid #93c5fd; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
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<p style="margin: 0 0 8px 0; color: #1e40af; font-size: 14px; font-weight: 600;">Bank Transfer Details:</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Account Holder:</strong> {{account_holder}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Bank:</strong> {{bank_name}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>IBAN:</strong> {{iban}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Reference:</strong> {{member_id}}</p>
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</div>
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<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">In the meantime, explore your new member dashboard and connect with our community:</p>
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<p style="margin: 0 0 20px 0; text-align: center;">
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<a href="{{portal_url}}" style="display: inline-block; background: #CE1126; color: white; padding: 12px 24px; border-radius: 8px; text-decoration: none; font-weight: 600;">Go to Dashboard</a>
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</p>
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<p style="margin: 0; color: #64748b; font-size: 14px; text-align: center;">Questions? Contact us at contact@monacousa.org</p>',
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'Dear {{first_name}},
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Welcome to Monaco USA! We''re thrilled to have you join our community of Americans living in and connected to Monaco.
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Your account has been created and you now have 30 days to complete your membership by paying your annual dues.
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Your Membership Details:
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- Member ID: {{member_id}}
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- Annual Dues: {{amount}}
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- Payment Deadline: {{payment_deadline}}
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Bank Transfer Details:
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- Account Holder: {{account_holder}}
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- Bank: {{bank_name}}
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- IBAN: {{iban}}
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- Reference: {{member_id}}
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Visit your dashboard: {{portal_url}}
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Questions? Contact us at contact@monacousa.org',
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true,
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true,
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'{"first_name": "Member first name", "member_id": "Member ID", "amount": "Annual dues amount", "payment_deadline": "Payment deadline date", "account_holder": "Bank account holder", "bank_name": "Bank name", "iban": "IBAN number", "portal_url": "Portal URL"}'
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) ON CONFLICT (template_key) DO NOTHING;
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-- 7 days left reminder
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INSERT INTO public.email_templates (template_key, template_name, category, subject, body_html, body_text, is_active, is_system, variables_schema) VALUES
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(
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'onboarding_reminder_7',
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'Onboarding Reminder - 7 Days Left',
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'onboarding',
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'7 Days Left to Complete Your Monaco USA Membership',
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'<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Dear {{first_name}},</p>
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<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">You have <strong style="color: #d97706;">7 days left</strong> to complete your Monaco USA membership by paying your annual dues.</p>
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<div style="background: #fef3c7; border: 1px solid #fcd34d; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
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<p style="margin: 0 0 8px 0; color: #92400e; font-size: 14px; font-weight: 600;">Payment Due:</p>
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<p style="margin: 0 0 4px 0; color: #78350f; font-size: 14px;"><strong>Amount:</strong> {{amount}}</p>
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<p style="margin: 0 0 4px 0; color: #78350f; font-size: 14px;"><strong>Deadline:</strong> {{payment_deadline}}</p>
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</div>
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<div style="background: #dbeafe; border: 1px solid #93c5fd; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
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<p style="margin: 0 0 8px 0; color: #1e40af; font-size: 14px; font-weight: 600;">Bank Transfer Details:</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Account Holder:</strong> {{account_holder}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Bank:</strong> {{bank_name}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>IBAN:</strong> {{iban}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Reference:</strong> {{member_id}}</p>
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</div>
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<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">After the deadline, your account will be marked as inactive and you''ll lose access to member features.</p>
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<p style="margin: 0 0 20px 0; text-align: center;">
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<a href="{{portal_url}}" style="display: inline-block; background: #CE1126; color: white; padding: 12px 24px; border-radius: 8px; text-decoration: none; font-weight: 600;">View My Account</a>
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</p>',
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'Dear {{first_name}},
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You have 7 days left to complete your Monaco USA membership by paying your annual dues.
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Payment Due:
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- Amount: {{amount}}
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- Deadline: {{payment_deadline}}
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Bank Transfer Details:
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- Account Holder: {{account_holder}}
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- Bank: {{bank_name}}
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- IBAN: {{iban}}
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- Reference: {{member_id}}
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After the deadline, your account will be marked as inactive.
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Visit: {{portal_url}}',
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true,
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true,
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'{"first_name": "Member first name", "member_id": "Member ID", "amount": "Annual dues amount", "payment_deadline": "Payment deadline date", "account_holder": "Bank account holder", "bank_name": "Bank name", "iban": "IBAN number", "portal_url": "Portal URL"}'
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) ON CONFLICT (template_key) DO NOTHING;
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-- Last day reminder (urgent)
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INSERT INTO public.email_templates (template_key, template_name, category, subject, body_html, body_text, is_active, is_system, variables_schema) VALUES
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(
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'onboarding_reminder_1',
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'Onboarding Reminder - Last Day',
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'onboarding',
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'URGENT: Last Day to Complete Your Monaco USA Membership',
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'<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Dear {{first_name}},</p>
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<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;"><strong style="color: #dc2626;">Today is your last day</strong> to complete your Monaco USA membership payment.</p>
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<div style="background: #fef2f2; border: 1px solid #fecaca; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
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<p style="margin: 0 0 8px 0; color: #991b1b; font-size: 14px; font-weight: 600;">Payment Required Today:</p>
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<p style="margin: 0 0 4px 0; color: #7f1d1d; font-size: 14px;"><strong>Amount:</strong> {{amount}}</p>
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<p style="margin: 0 0 4px 0; color: #7f1d1d; font-size: 14px;"><strong>Deadline:</strong> {{payment_deadline}}</p>
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</div>
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<div style="background: #dbeafe; border: 1px solid #93c5fd; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
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<p style="margin: 0 0 8px 0; color: #1e40af; font-size: 14px; font-weight: 600;">Bank Transfer Details:</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Account Holder:</strong> {{account_holder}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Bank:</strong> {{bank_name}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>IBAN:</strong> {{iban}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Reference:</strong> {{member_id}}</p>
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</div>
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<p style="margin: 0 0 16px 0; color: #dc2626; line-height: 1.6; font-weight: 600;">If we don''t receive your payment today, your account will be marked as inactive tomorrow.</p>
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<p style="margin: 0 0 20px 0; text-align: center;">
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<a href="{{portal_url}}" style="display: inline-block; background: #dc2626; color: white; padding: 12px 24px; border-radius: 8px; text-decoration: none; font-weight: 600;">Complete Payment Now</a>
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</p>',
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'Dear {{first_name}},
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TODAY IS YOUR LAST DAY to complete your Monaco USA membership payment.
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Payment Required Today:
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- Amount: {{amount}}
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- Deadline: {{payment_deadline}}
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Bank Transfer Details:
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- Account Holder: {{account_holder}}
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- Bank: {{bank_name}}
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- IBAN: {{iban}}
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- Reference: {{member_id}}
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If we don''t receive your payment today, your account will be marked as inactive tomorrow.
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Visit: {{portal_url}}',
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true,
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true,
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'{"first_name": "Member first name", "member_id": "Member ID", "amount": "Annual dues amount", "payment_deadline": "Payment deadline date", "account_holder": "Bank account holder", "bank_name": "Bank name", "iban": "IBAN number", "portal_url": "Portal URL"}'
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) ON CONFLICT (template_key) DO NOTHING;
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-- Account marked inactive (deadline passed)
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INSERT INTO public.email_templates (template_key, template_name, category, subject, body_html, body_text, is_active, is_system, variables_schema) VALUES
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(
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'onboarding_expired',
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'Onboarding Expired - Account Inactive',
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'onboarding',
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'Your Monaco USA Account Has Been Marked Inactive',
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'<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Dear {{first_name}},</p>
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<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">Your 30-day payment window has expired and your Monaco USA account has been marked as <strong style="color: #dc2626;">INACTIVE</strong>.</p>
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<div style="background: #fef2f2; border: 1px solid #fecaca; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
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<p style="margin: 0 0 8px 0; color: #991b1b; font-size: 14px; font-weight: 600;">Account Status:</p>
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<p style="margin: 0 0 4px 0; color: #7f1d1d; font-size: 14px;"><strong>Status:</strong> Inactive</p>
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<p style="margin: 0 0 4px 0; color: #7f1d1d; font-size: 14px;"><strong>Outstanding Amount:</strong> {{amount}}</p>
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</div>
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<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">As an inactive member, you no longer have access to:</p>
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<ul style="margin: 0 0 16px 0; padding-left: 20px; color: #334155;">
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<li>Member-only events</li>
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<li>Member directory</li>
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<li>Member communications</li>
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</ul>
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<p style="margin: 0 0 16px 0; color: #334155; line-height: 1.6;">To reactivate your membership, please complete your dues payment:</p>
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<div style="background: #dbeafe; border: 1px solid #93c5fd; border-radius: 12px; padding: 20px; margin: 0 0 20px 0;">
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<p style="margin: 0 0 8px 0; color: #1e40af; font-size: 14px; font-weight: 600;">Bank Transfer Details:</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Account Holder:</strong> {{account_holder}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Bank:</strong> {{bank_name}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>IBAN:</strong> {{iban}}</p>
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<p style="margin: 0 0 4px 0; color: #1e3a8a; font-size: 14px;"><strong>Reference:</strong> {{member_id}}</p>
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</div>
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<p style="margin: 0 0 20px 0; text-align: center;">
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<a href="{{portal_url}}" style="display: inline-block; background: #CE1126; color: white; padding: 12px 24px; border-radius: 8px; text-decoration: none; font-weight: 600;">Reactivate My Account</a>
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</p>
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<p style="margin: 0; color: #64748b; font-size: 14px; text-align: center;">Questions? Contact us at contact@monacousa.org</p>',
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'Dear {{first_name}},
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Your 30-day payment window has expired and your Monaco USA account has been marked as INACTIVE.
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Account Status:
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- Status: Inactive
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- Outstanding Amount: {{amount}}
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As an inactive member, you no longer have access to member-only events, directory, and communications.
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To reactivate your membership, please pay your dues:
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Bank Transfer Details:
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- Account Holder: {{account_holder}}
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- Bank: {{bank_name}}
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- IBAN: {{iban}}
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- Reference: {{member_id}}
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Visit: {{portal_url}}
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Questions? Contact us at contact@monacousa.org',
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true,
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true,
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'{"first_name": "Member first name", "member_id": "Member ID", "amount": "Annual dues amount", "account_holder": "Bank account holder", "bank_name": "Bank name", "iban": "IBAN number", "portal_url": "Portal URL"}'
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) ON CONFLICT (template_key) DO NOTHING;
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