From 91711aa39b67ad3da5c4595145a8cad428fa7b04 Mon Sep 17 00:00:00 2001 From: Jennie Robinson Faber Date: Mon, 20 Apr 2026 13:34:13 +0100 Subject: [PATCH] docs(launch): add receipts Phase 1 deploy-checklist bullets MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Captures the three post-Phase-1 deploy steps: run reconcile-helcim-payments.mjs against prod Mongo after the new code is serving, disable the default Helcim confirmation email for plans 50302 + 50303 (Branch B — we send our own via Resend), and run a real staging test charge to verify the Payment doc + single CRA-compliant confirmation email. --- docs/LAUNCH_READINESS.md | 3 +++ 1 file changed, 3 insertions(+) diff --git a/docs/LAUNCH_READINESS.md b/docs/LAUNCH_READINESS.md index 775b93c..f2cdec5 100644 --- a/docs/LAUNCH_READINESS.md +++ b/docs/LAUNCH_READINESS.md @@ -60,6 +60,9 @@ Applies when the site is connected to Netlify / production hosting. Nothing here - [ ] Set `NUXT_HELCIM_MONTHLY_PLAN_ID=50302` in production env. - [ ] Set `NUXT_HELCIM_ANNUAL_PLAN_ID=50303` in production env. - [ ] Decide on the 6 failing tests in `tests/server/api/helcim-payment.test.js` — either fix or consciously accept. Not launch-blocking, but pre-existing red tests tend to mask new regressions. +- [ ] **Run `node scripts/reconcile-helcim-payments.mjs --apply` against prod Mongo AFTER the new code serves traffic** to backfill Payment records for pre-existing members. Idempotent (unique `helcimTransactionId`); safe to re-run as a nightly reconciliation job post-launch. +- [ ] **Helcim dashboard: disable the default payment-confirmation email for plans 50302 + 50303.** We send our own CRA-safe confirmation via Resend (`server/emails/paymentConfirmation.js`) triggered from `upsertPaymentFromHelcim`; leaving Helcim's default on = duplicate emails. +- [ ] **Run one real test charge on staging** via the cloudflared tunnel and verify (a) a Payment doc in Mongo with `amount`, `paymentType`, `status: 'success'`, and (b) exactly one CRA-compliant confirmation email (charity name + "not an official donation receipt" disclaimer; no banned assertive phrasing). **Env vars required in production (reference):** - `MONGODB_URI`