red/.planning/phases/06-signing-flow/06-02-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, requirements-completed, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	requirements-completed	duration	completed
06-signing-flow	02	email-delivery	react-email nodemailer smtp signing audit email	phase plan provides 06-signing-flow 01 createSigningToken(), logAuditEvent(), signingTokens + auditEvents tables	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	06-03 06-04 06-05	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)	created modified 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 teressa-copeland-homes/src/app/api/documents/[id]/prepare/route.ts	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	SIGN-01 LEGAL-01	2min	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

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