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/`.