datewise/HANDOFF.md

Datewise: session handoff (2026-10-15)

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).

Left, in order

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.
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.
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.
4. Screencast (approved):
   • 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).
   • Hide cookie banners and popups with JS; never click Accept.
   • At the payment step the user enters Bogus card 1 (Claude never types card numbers).
   • Check whether the "Claude is controlling the browser" banner is in-page (hide with JS) or Chrome UI (record the page region only / F11).
   • The user uploads to YouTube Unlisted, "not made for kids", and sends the URL; paste it into the listing's screencast field.
5. Pre-submit gate (skill Phase 10):
   • Run the app-store-review self-check.
   • Confirm curl against prod (no shop-domain form on /, privacy/terms 200).
   • Confirm shopify app deploy is current.
   • Testing instructions have no placeholders; the screencast URL opens signed-out.
   • Emergency contact is set.
   • Then ask the user for an explicit yes before clicking Submit for review.

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/.