datewise/HANDOFF.md

Datewise: session handoff (2026-10-16)

Read this first in a new session. It covers everything needed to finish the Shopify App Store submission. Process: follow the shopify-app-launch skill (Offerlyst was the first app through it).

What Datewise is

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. Forked from the SlotSure reference build (../slotsure/); some features were ported from the old app (../shipping-app/).

Key facts

Repo	https://git.metatroncube.in/MetatroncubeSoftwareSolutions/datewise.git (branch main)
Local path	D:\MCS_Repos\2026\claude_shopify_shipping_app\datewise
Production	https://datewise.metatronlabz.com (VPS /opt/datewise, Nginx → 127.0.0.1:3320; runbook deploy/README.md)
Shopify app	name "Datewise: Delivery & Pickup", handle datewise-delivery (datewise is taken), client_id 7e7c4baa00daac7fc6909336039d40b5
Partner Dashboard	partners.shopify.com/2451848/apps/435762528257
Dev Dashboard	dev.shopify.com/dashboard/129011982/apps/435762528257
Dev store	veloxautomotive (storefront password protected: the user types the password)
Latest released version	datewise-delivery-5
API version	2026-01 (upgrade after launch)
Stack	React Router 7, Polaris web components, Prisma + Postgres, JS Functions, theme app extension

Done

• 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.
• 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.
• Server: latest code deployed, migrations 0001–0003 applied, encrypted nightly backups (cron 3 AM, key /root/.datewise-backup-key).
• Partner Dashboard:
  • Public distribution selected (irreversible).
  • Protected customer data: step 1 done (Name/Email/Phone/Address; reasons Store management + App functionality); step 2 done (16/16).
  • Network access for UI extensions enabled.
• Dev store setup:
  • App installed.
  • "Shop location" taking bookings; Shopify Local pickup on at that location (the user's home address: never show it unblurred in public assets).
  • Theme block + app embed saved.
  • Checkout guard, delivery label and payment rules on.
  • Bogus test gateway active.
• Verified:
  • 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.
  • Checkout blocked without a time ("Please choose a delivery or pickup time…").
• Listing assets (brand/):
  • shopify/app-icon-1200x1200.png, shopify/feature-image-1600x900.png.
  • 6 screenshots in screenshots/listing/ + alt-text.txt.
  • LISTING.md (all listing text + reviewer testing steps).
  • SCREENCAST.md (14 scenes, captions, YouTube title/description).

Done 2026-10-16

• Cancellation of #1001 verified; uninstall + reinstall test passed (data kept; checkout functions now auto-restore on reinstall, settings.checkoutFunctions).
• Listing complete, 0 issues: text, category tags, icon, feature image, 6 screenshots (alt ≤64), Manual pricing plans starter/growth/pro, screencast https://youtu.be/VZW767L6bNo (Unlisted).
• Self-review (live requirements) run; fixed 2.3.1 (/auth/login has no shop form) and 1.2.2 (test charges on dev stores via shop.plan.partnerDevelopment; plan approval opens Shopify's page instead of a 401). Growth approve + downgrade to Starter tested on veloxautomotive.
• Review page: capabilities embedded + online store; onboarding confirmed; AI self review marked done; automated checks run.

Left, in order

1. Automated checks all green (re-run if any fail).
2. User: add the storefront password at the end of the listing's testing instructions, Save.
3. User decision: turn off the old Metatron-delivery app embed on veloxautomotive (its cart widget sits next to checkout).
4. User ticks "I've reviewed all the App Store Requirements"; Claude clicks Submit for review only after an explicit yes.

Known notes / follow-ups (not blockers)

• Theme check warns AssetSizeAppBlockJavaScript (18 KB raw, ~7 KB gzipped). Non-blocking.
• Shopify's own pickup card shows its "Usually ready in 24 hours" estimate; the setup guide tells merchants to set the shortest pickup time.
• Billing plan test (choose Growth → test charge → user clicks Approve) not yet done; worth doing before or with the screencast scene 13.
• Webhook API version 2026-01; upgrade within ~12 months.

Rules for the next session

• Secrets never in chat or Git. The user types every password and card number.
• Ask before irreversible clicks: Submit for review, deleting apps or orders, OAuth/permission approvals not already approved.
• 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/.