---
phase: 06-signing-flow
plan: "02"
subsystem: email-delivery
tags: [react-email, nodemailer, smtp, signing, audit, email]

# Dependency graph
requires:
  - phase: 06-signing-flow
    plan: "01"
    provides: createSigningToken(), logAuditEvent(), signingTokens + auditEvents tables

provides:
  - SigningRequestEmail React Email component (navy/gold brand, CTA button, expiry notice)
  - sendSigningRequestEmail() — renders HTML email and delivers via SMTP
  - sendAgentNotificationEmail() — plain-text notification to agent on signing completion
  - POST /api/documents/[id]/send — token creation, email delivery, email_sent audit, status update
  - document_prepared audit event logged in POST /api/documents/[id]/prepare

affects: [06-03, 06-04, 06-05]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - React Email render() + nodemailer sendMail() for HTML email delivery
    - sendMail wrapped in try/catch — 502 returned without DB update on email failure
    - Reuse CONTACT_SMTP_* env vars for signing emails (same SMTP provider)

key-files:
  created:
    - teressa-copeland-homes/src/emails/SigningRequestEmail.tsx
    - teressa-copeland-homes/src/lib/signing/signing-mailer.tsx
    - teressa-copeland-homes/src/app/api/documents/[id]/send/route.ts
  modified:
    - teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts

key-decisions:
  - "Sender address hardcoded as teressa@teressacopelandhomes.com — matches brand identity requirement in CONTEXT.md"
  - "sendMail error triggers 502 without DB status update — document stays in Draft if email fails, preventing silent failures"
  - "Status update in send/route.ts only when status=Draft — avoids downgrading Sent back to Sent (no-op) and never touches Signed documents"
  - "logAuditEvent(document_prepared) placed after db.update .returning() in prepare route — ensures it only fires on success"

requirements-completed: [SIGN-01, LEGAL-01]

# Metrics
duration: 2min
completed: 2026-03-20
---

# Phase 6 Plan 02: Email Delivery Layer Summary

**Branded React Email signing request template, nodemailer SMTP mailer utilities, and POST /api/documents/[id]/send endpoint that creates a JWT signing token, sends the email, logs email_sent audit event, and updates document status**

## Performance

- **Duration:** 2 min
- **Started:** 2026-03-20T17:28:17Z
- **Completed:** 2026-03-20T17:30:01Z
- **Tasks:** 2
- **Files modified:** 4

## Accomplishments

- SigningRequestEmail.tsx created with navy/gold brand colors, document name, expiry date, and "Review & Sign" CTA button
- signing-mailer.tsx exports sendSigningRequestEmail() and sendAgentNotificationEmail()
- POST /api/documents/[id]/send creates signing token, sends branded email, logs email_sent, updates status to Sent
- prepare/route.ts now logs document_prepared audit event after successful PDF preparation
- npm run build passes cleanly

## Task Commits

Each task was committed atomically:

1. **Task 1: Branded signing request email + mailer** - `f41db49` (feat)
2. **Task 2: Send API route + document_prepared audit logging** - `877ad66` (feat)

**Plan metadata:** (docs commit — see below)

## Files Created/Modified

- `teressa-copeland-homes/src/emails/SigningRequestEmail.tsx` - React Email component: navy header, gold CTA button, document name, expiry date, "No account needed" instruction
- `teressa-copeland-homes/src/lib/signing/signing-mailer.tsx` - sendSigningRequestEmail() renders HTML via @react-email/render and sends via nodemailer; sendAgentNotificationEmail() sends plain-text notification to agent
- `teressa-copeland-homes/src/app/api/documents/[id]/send/route.ts` - POST handler: auth guard, token creation, email delivery, email_sent audit log, status update to Sent
- `teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts` - Added logAuditEvent import and document_prepared event log after db.update success

## Decisions Made

- Sender address hardcoded as `teressa@teressacopelandhomes.com` — matches brand identity requirement locked in CONTEXT.md
- sendMail failure triggers 502 response without updating DB status — document stays in current state if email delivery fails, preventing silent failures where the client never receives a link but the status shows Sent
- Status update guarded by `if (doc.status === 'Draft')` — prevents no-op double-Sent writes and never downgrades Signed documents
- `logAuditEvent(document_prepared)` placed after `.returning()` in prepare route — ensures the audit event only fires when the DB update succeeds

## Deviations from Plan

None - plan executed exactly as written.

## Issues Encountered

None.

## Next Phase Readiness

Email delivery layer complete:
- sendSigningRequestEmail() and sendAgentNotificationEmail() exported from signing-mailer.tsx
- POST /api/documents/[id]/send live and returning 401 for unauthenticated requests
- document_prepared audit logging wired in prepare route
- Plan 06-03 (sign page) can import sendAgentNotificationEmail from signing-mailer.tsx
- Plan 06-04 (sign API) can call sendAgentNotificationEmail after signature submission

---
*Phase: 06-signing-flow*
*Completed: 2026-03-20*