161 lines
7.3 KiB
Markdown
161 lines
7.3 KiB
Markdown
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---
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phase: 06-signing-flow
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plan: "06"
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type: execute
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wave: 5
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depends_on:
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- "06-05"
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files_modified: []
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autonomous: false
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requirements:
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- LEGAL-04
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must_haves:
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truths:
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- "SPF record exists for teressacopelandhomes.com with no duplicate (only one v=spf1 record)"
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- "DKIM record exists for teressacopelandhomes.com (TXT record at [selector]._domainkey subdomain)"
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- "DMARC record exists at _dmarc.teressacopelandhomes.com with at minimum p=none"
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- "MXToolbox SPF check shows green/pass"
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- "MXToolbox DKIM check shows green/pass"
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- "MXToolbox DMARC check shows green/pass"
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- "A test signing email sent to a real email address is received without spam filtering"
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artifacts: []
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key_links: []
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user_setup:
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- service: dns-spf-dkim-dmarc
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why: "LEGAL-04 — DNS email authentication must be configured before any signing link is sent to a real client"
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env_vars: []
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dashboard_config:
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- task: "Check existing SPF record"
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location: "Run: dig TXT teressacopelandhomes.com | grep v=spf1 — if a record exists, MERGE your SMTP provider include into it (do not add a second SPF record — RFC 7208 forbids multiple v=spf1 records)"
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- task: "Add SPF TXT record"
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location: "DNS provider (Namecheap, Google Domains, etc.) — add TXT @ record: v=spf1 include:[smtp-provider] ~all"
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- task: "Generate and add DKIM record"
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location: "Your SMTP provider dashboard (Google Workspace: Admin > Apps > Gmail > Authenticate Email; Namecheap: Email > DKIM; Zoho: Mail > Domains > DKIM)"
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- task: "Add DMARC TXT record"
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location: "DNS provider — add TXT _dmarc record: v=DMARC1; p=none; rua=mailto:teressa@teressacopelandhomes.com"
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---
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<objective>
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Verify that DNS email authentication (SPF, DKIM, DMARC) is correctly configured for teressacopelandhomes.com before any signing link is sent to a real client.
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Purpose: LEGAL-04 — this is a non-negotiable compliance gate. Without SPF/DKIM/DMARC, signing emails will be spam-filtered or rejected, and the audit trail will be incomplete.
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Output: All three DNS records verified as passing in MXToolbox + a real test email received successfully.
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</objective>
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<execution_context>
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@/Users/ccopeland/.claude/get-shit-done/workflows/execute-plan.md
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@/Users/ccopeland/.claude/get-shit-done/templates/summary.md
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</execution_context>
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<context>
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@.planning/ROADMAP.md
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@.planning/phases/06-signing-flow/06-CONTEXT.md
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@.planning/phases/06-signing-flow/06-RESEARCH.md
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</context>
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<tasks>
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<task type="auto">
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<name>Task 1: Automated DNS verification check</name>
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<files></files>
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<action>
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Run DNS record checks using dig to show the current state before the human checkpoint:
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```bash
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# Check existing SPF (CRITICAL: only one v=spf1 record allowed per RFC 7208)
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dig TXT teressacopelandhomes.com | grep -i "v=spf"
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# Check for DKIM records (selector depends on SMTP provider — common selectors: google, default, mail, zoho)
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dig TXT google._domainkey.teressacopelandhomes.com
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dig TXT default._domainkey.teressacopelandhomes.com
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dig TXT mail._domainkey.teressacopelandhomes.com
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# Check DMARC
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dig TXT _dmarc.teressacopelandhomes.com
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```
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Report the current state of each record. If any is missing, flag it clearly.
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Also run a test SMTP connection to confirm the configured SMTP credentials work:
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```bash
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# Quick SMTP auth test using Node.js (from teressa-copeland-homes/)
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cd /Users/ccopeland/temp/red/teressa-copeland-homes && node -e "
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const nodemailer = require('nodemailer');
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require('dotenv').config({ path: '.env.local' });
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const t = nodemailer.createTransport({
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host: process.env.CONTACT_SMTP_HOST,
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port: Number(process.env.CONTACT_SMTP_PORT || 587),
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auth: { user: process.env.CONTACT_EMAIL_USER, pass: process.env.CONTACT_EMAIL_PASS }
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});
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t.verify().then(() => console.log('SMTP: OK')).catch(e => console.error('SMTP error:', e.message));
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"
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```
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Output a summary of: which DNS records are present, which are missing, and whether SMTP auth succeeds.
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</action>
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<verify>
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<automated>dig TXT teressacopelandhomes.com | grep -E "v=spf|ANSWER" && dig TXT _dmarc.teressacopelandhomes.com | grep -E "v=DMARC|ANSWER"</automated>
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</verify>
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<done>DNS check output produced showing current state of SPF, DKIM, and DMARC records for teressacopelandhomes.com</done>
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</task>
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<task type="checkpoint:human-verify" gate="blocking">
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<name>Task 2: Human DNS configuration + MXToolbox verification gate</name>
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<files></files>
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<action>
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Human task — cannot be automated. Configure SPF/DKIM/DMARC DNS records for teressacopelandhomes.com at your DNS provider and SMTP provider dashboard. See how-to-verify steps below.
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</action>
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<verify>
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<automated>MISSING — human must verify using MXToolbox at https://mxtoolbox.com/spf.aspx, https://mxtoolbox.com/dkim.aspx, https://mxtoolbox.com/dmarc.aspx</automated>
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</verify>
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<done>All three MXToolbox checks show green/pass; test email received in inbox (not spam)</done>
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<what-built>
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Automated DNS checks above show the current state of SPF, DKIM, and DMARC records for teressacopelandhomes.com.
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The signing flow code is complete (plans 01-05). This checkpoint verifies DNS is configured before any real client signing link is sent.
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</what-built>
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<how-to-verify>
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STEP 1: Check existing SPF record to avoid duplicates
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- Run: dig TXT teressacopelandhomes.com | grep "v=spf"
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- If a record exists: MERGE your SMTP provider's include into it (do NOT add a second v=spf1 record)
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- If no record exists: Add: TXT @ "v=spf1 include:[your-smtp-provider-include] ~all"
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STEP 2: Add DKIM key (get from your SMTP provider dashboard)
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- Google Workspace: Admin console > Apps > Google Workspace > Gmail > Authenticate email
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- Namecheap Email / Zoho Mail: Domain settings > DKIM
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- Add the TXT record they provide at [selector]._domainkey.teressacopelandhomes.com
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STEP 3: Add DMARC (monitoring mode — start with p=none)
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- Add TXT _dmarc record: "v=DMARC1; p=none; rua=mailto:teressa@teressacopelandhomes.com"
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STEP 4: Wait for DNS propagation (5 min to 1 hour for most providers)
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STEP 5: Verify all three pass at:
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- SPF: https://mxtoolbox.com/spf.aspx (enter teressacopelandhomes.com)
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- DKIM: https://mxtoolbox.com/dkim.aspx (enter domain + selector)
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- DMARC: https://mxtoolbox.com/dmarc.aspx (enter teressacopelandhomes.com)
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All three must show green/pass before sending any real client signing link.
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STEP 6: Send a test signing email from the app to your own email address and confirm it is received (not in spam).
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</how-to-verify>
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<resume-signal>
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Type "dns verified" once all three MXToolbox checks show green/pass and a test email is received successfully.
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Or describe any specific issues encountered (e.g., "SPF already exists — merged", "DKIM pending propagation").
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</resume-signal>
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</task>
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</tasks>
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<verification>
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All three MXToolbox checks pass green (SPF, DKIM, DMARC). Test signing email received in inbox (not spam). DNS propagation complete.
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</verification>
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<success_criteria>
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LEGAL-04 satisfied when: SPF/DKIM/DMARC all show green in MXToolbox, a real test email is received without spam filtering, and Teressa confirms she has reviewed and approved the email template. After this checkpoint, signing links may be sent to real clients.
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</success_criteria>
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<output>
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After completion, create `.planning/phases/06-signing-flow/06-06-SUMMARY.md`
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</output>
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