docs: session handoff for finishing the App Store submission
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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HANDOFF.md
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HANDOFF.md
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# Datewise: session handoff (2026-10-15)
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Read this first in a new session. It covers everything needed to finish the Shopify App Store submission.
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Process: follow the `shopify-app-launch` skill (Offerlyst was the first app through it).
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## What Datewise is
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Shopify app **"Datewise: Delivery & Pickup"**: customers choose store pickup, local delivery or shipping, then a date and a time slot, in the cart. Capacity holds, rush days and waitlist, checkout guard on every plan, reminders, run sheets.
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Forked from the SlotSure reference build (`../slotsure/`); some features were ported from the old app (`../shipping-app/`).
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## Key facts
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| Repo | https://git.metatroncube.in/MetatroncubeSoftwareSolutions/datewise.git (branch `main`) |
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| Local path | `D:\MCS_Repos\2026\claude_shopify_shipping_app\datewise` |
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| Production | https://datewise.metatronlabz.com (VPS `/opt/datewise`, Nginx → `127.0.0.1:3320`; runbook `deploy/README.md`) |
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| Shopify app | name "Datewise: Delivery & Pickup", **handle `datewise-delivery`** (`datewise` is taken), client_id `7e7c4baa00daac7fc6909336039d40b5` |
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| Partner Dashboard | partners.shopify.com/2451848/apps/435762528257 |
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| Dev Dashboard | dev.shopify.com/dashboard/129011982/apps/435762528257 |
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| Dev store | `veloxautomotive` (storefront password protected: **the user types the password**) |
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| Latest released version | `datewise-delivery-5` |
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| API version | 2026-01 (upgrade after launch) |
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| Stack | React Router 7, Polaris web components, Prisma + Postgres, JS Functions, theme app extension |
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## Done
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- **Code:** all features working end to end. Fixes this round: CSRF origin behind Nginx (`react-router.config.ts` `allowedActionOrigins`); shop-record self-heal and install race; plan location limit counts switched-on locations; widget empty state, width and contrast; bookings list polish; Shopify `userErrors` logged.
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- **Security:** customer PII encrypted at rest (AES-256-GCM via Prisma extension, `app/lib/pii.server.ts`); keyed-hash lookups; **access log** of staff views (`DataAccessLog`); `SECURITY.md`; privacy/terms pages live.
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- **Server:** latest code deployed, migrations 0001–0003 applied, **encrypted nightly backups** (cron 3 AM, key `/root/.datewise-backup-key`).
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- **Partner Dashboard:**
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- **Public distribution** selected (irreversible).
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- **Protected customer data:** step 1 done (Name/Email/Phone/Address; reasons Store management + App functionality); step 2 done (16/16).
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- **Network access** for UI extensions enabled.
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- **Dev store setup:**
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- App installed.
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- "Shop location" taking bookings; Shopify **Local pickup** on at that location (the user's home address: **never show it unblurred in public assets**).
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- Theme block + app embed saved.
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- Checkout guard, delivery label and payment rules on.
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- **Bogus test gateway** active.
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- **Verified:**
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- Test order #1001 (pickup Oct 15, 12–1 PM) → booking confirmed, pickup line renamed "Shop location — Thu, Oct 15, 12 PM–1 PM", order attributes and tags.
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- Checkout blocked without a time ("Please choose a delivery or pickup time…").
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- **Listing assets (`brand/`):**
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- `shopify/app-icon-1200x1200.png`, `shopify/feature-image-1600x900.png`.
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- 6 screenshots in `screenshots/listing/` + `alt-text.txt`.
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- `LISTING.md` (all listing text + reviewer testing steps).
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- `SCREENCAST.md` (14 scenes, captions, YouTube title/description).
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## Left, in order
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1. **Verify the cancellation:** the user cancelled order #1001. Check Datewise → Bookings (Show: All) shows it **cancelled**, and Today's capacity for Oct 15 is back to 0.
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2. **Uninstall + reinstall test** (approved): uninstall Datewise from veloxautomotive, reinstall from Dev Dashboard → Install app (**user approves the permissions screen**), confirm data is back and there are no errors.
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3. **Fill the App Store listing** (approved): Partner Dashboard → Distribution → Manage submission → listing (English). Use `brand/LISTING.md` and upload the icon, feature image and 6 screenshots with alt text. Demo store URL `https://veloxautomotive.myshopify.com`; **the user types the storefront password.** Save, then check for listing issues.
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4. **Screencast** (approved):
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- The user records with Snipping Tool (`Win+Shift+R`) over the page area; Claude drives Chrome through `brand/SCREENCAST.md`, injecting a caption div per scene (see the skill's Offerlyst example).
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- Hide cookie banners and popups with JS; **never click Accept**.
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- At the payment step **the user** enters Bogus card `1` (Claude never types card numbers).
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- Check whether the "Claude is controlling the browser" banner is in-page (hide with JS) or Chrome UI (record the page region only / F11).
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- The user uploads to YouTube **Unlisted**, "not made for kids", and sends the URL; paste it into the listing's screencast field.
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5. **Pre-submit gate** (skill Phase 10):
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- Run the `app-store-review` self-check.
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- Confirm `curl` against prod (no shop-domain form on `/`, privacy/terms 200).
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- Confirm `shopify app deploy` is current.
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- Testing instructions have no placeholders; the screencast URL opens signed-out.
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- Emergency contact is set.
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- Then **ask the user for an explicit yes** before clicking **Submit for review**.
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## Known notes / follow-ups (not blockers)
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- Theme check warns `AssetSizeAppBlockJavaScript` (18 KB raw, ~7 KB gzipped). Non-blocking.
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- Shopify's own pickup card shows its "Usually ready in 24 hours" estimate; the setup guide tells merchants to set the shortest pickup time.
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- Billing plan test (choose Growth → test charge → **user clicks Approve**) not yet done; worth doing before or with the screencast scene 13.
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- Webhook API version 2026-01; upgrade within ~12 months.
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## Rules for the next session
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- Secrets never in chat or Git. The user types every password and card number.
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- Ask before irreversible clicks: Submit for review, deleting apps or orders, OAuth/permission approvals not already approved.
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- After code changes: `npx tsc --noEmit`, `npx vitest run`, commit + push, then the user runs on the server: `cd /opt/datewise && git pull && docker compose -f docker-compose.yml -f docker-compose.nginx.yml up -d --build app worker`. Extension changes: `CI=1 shopify app deploy --allow-updates --message "..."` from `datewise/`.
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