479 lines
16 KiB
Markdown
479 lines
16 KiB
Markdown
# Story 8.8: Timeline Update Notification
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## Epic Reference
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**Epic 8:** Email Notification System
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## Story Context
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This story implements email notifications when admin adds updates to a client's case timeline (from Epic 4). When admin creates a `TimelineUpdate` record, the associated client automatically receives an email with the update details, keeping them informed of their case progress without needing to manually check the portal.
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## User Story
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As a **client**,
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I want **to be notified via email when my case timeline is updated**,
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So that **I stay informed about my case progress without having to repeatedly check the portal**.
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## Dependencies
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- **Requires**: Story 8.1 (Email Infrastructure - `BaseMailable` class and templates)
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- **Requires**: Epic 4 Stories 4.1-4.2 (Timeline and TimelineUpdate models must exist)
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- **Blocks**: None
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## Data Model Reference
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From Epic 4, the relevant models are:
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```
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Timeline
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├── id
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├── user_id (FK → users.id, the client)
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├── case_name (string, required)
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├── case_reference (string, optional, unique if provided)
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├── status (enum: 'active', 'archived')
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├── created_at
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└── updated_at
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TimelineUpdate
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├── id
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├── timeline_id (FK → timelines.id)
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├── admin_id (FK → users.id, the admin who created it)
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├── update_text (text, the update content)
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├── created_at
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└── updated_at
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Relationships:
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- TimelineUpdate belongsTo Timeline
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- Timeline belongsTo User (client)
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- Timeline hasMany TimelineUpdate
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- Access client: $timelineUpdate->timeline->user
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```
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## Acceptance Criteria
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### Trigger
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- [x] Email sent automatically when `TimelineUpdate` is created
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- [x] Uses model observer pattern for clean separation
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- [x] Email queued for performance (not sent synchronously)
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- [x] Only triggered for active timelines (not archived)
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### Content
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- [x] Subject: "Update on your case: [Case Name]" / "تحديث على قضيتك: [اسم القضية]"
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- [x] Case reference number (if exists)
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- [x] Full update content text
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- [x] Date of update (formatted for locale)
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- [x] "View Timeline" button linking to client dashboard timeline view
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### Language
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- [x] Email template selected based on client's `preferred_language`
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- [x] Default to Arabic ('ar') if no preference set
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- [x] Date formatting appropriate for locale
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### Design
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- [x] Uses base email template from Story 8.1 (Libra branding)
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- [x] Professional, informative tone
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- [x] Clear visual hierarchy: case name → update content → action button
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## Technical Implementation
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### Files to Create/Modify
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| File | Action | Description |
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|------|--------|-------------|
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| `app/Mail/TimelineUpdateEmail.php` | Create | Mailable extending BaseMailable |
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| `resources/views/emails/timeline/update-ar.blade.php` | Create | Arabic email template |
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| `resources/views/emails/timeline/update-en.blade.php` | Create | English email template |
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| `app/Observers/TimelineUpdateObserver.php` | Create | Observer to trigger email |
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| `app/Providers/AppServiceProvider.php` | Modify | Register the observer |
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### Mailable Implementation
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```php
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<?php
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namespace App\Mail;
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use App\Models\TimelineUpdate;
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use Illuminate\Mail\Mailables\Content;
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use Illuminate\Mail\Mailables\Envelope;
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class TimelineUpdateEmail extends BaseMailable
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{
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public function __construct(
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public TimelineUpdate $update
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) {
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$this->locale = $this->update->timeline->user->preferred_language ?? 'ar';
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}
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public function envelope(): Envelope
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{
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$caseName = $this->update->timeline->case_name;
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$subject = $this->locale === 'ar'
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? "تحديث على قضيتك: {$caseName}"
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: "Update on your case: {$caseName}";
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return new Envelope(
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subject: $subject,
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);
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}
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public function content(): Content
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{
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return new Content(
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markdown: "emails.timeline.update-{$this->locale}",
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with: [
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'update' => $this->update,
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'timeline' => $this->update->timeline,
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'client' => $this->update->timeline->user,
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'viewUrl' => route('client.timelines.show', $this->update->timeline),
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],
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);
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}
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}
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```
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### Observer Implementation
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```php
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<?php
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namespace App\Observers;
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use App\Mail\TimelineUpdateEmail;
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use App\Models\TimelineUpdate;
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use Illuminate\Support\Facades\Mail;
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class TimelineUpdateObserver
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{
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public function created(TimelineUpdate $update): void
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{
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// Only send for active timelines
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if ($update->timeline->status !== 'active') {
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return;
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}
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$client = $update->timeline->user;
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Mail::to($client->email)->queue(
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new TimelineUpdateEmail($update)
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);
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}
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}
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```
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### Register Observer
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In `AppServiceProvider::boot()`:
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```php
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use App\Models\TimelineUpdate;
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use App\Observers\TimelineUpdateObserver;
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public function boot(): void
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{
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TimelineUpdate::observe(TimelineUpdateObserver::class);
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}
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```
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### Arabic Template Structure (`update-ar.blade.php`)
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```blade
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<x-mail::message>
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# تحديث على قضيتك
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**اسم القضية:** {{ $timeline->case_name }}
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@if($timeline->case_reference)
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**رقم المرجع:** {{ $timeline->case_reference }}
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@endif
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---
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## التحديث
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{{ $update->update_text }}
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**تاريخ التحديث:** {{ $update->created_at->locale('ar')->isoFormat('LL') }}
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<x-mail::button :url="$viewUrl">
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عرض الجدول الزمني
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</x-mail::button>
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مع تحياتنا,<br>
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{{ config('app.name') }}
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</x-mail::message>
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```
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### English Template Structure (`update-en.blade.php`)
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```blade
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<x-mail::message>
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# Update on Your Case
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**Case Name:** {{ $timeline->case_name }}
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@if($timeline->case_reference)
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**Reference:** {{ $timeline->case_reference }}
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@endif
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---
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## Update
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{{ $update->update_text }}
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**Date:** {{ $update->created_at->format('F j, Y') }}
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<x-mail::button :url="$viewUrl">
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View Timeline
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</x-mail::button>
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Best regards,<br>
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{{ config('app.name') }}
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</x-mail::message>
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```
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## Edge Cases & Error Handling
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| Scenario | Handling |
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|----------|----------|
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| Archived timeline gets update | No email sent (observer checks status) |
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| Client has no `preferred_language` | Default to Arabic ('ar') |
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| Client email is null/invalid | Mail will fail gracefully, logged to failed_jobs |
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| Timeline has no case_reference | Template conditionally hides reference line |
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| Multiple rapid updates | Each triggers separate email (acceptable per requirements) |
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## Testing Requirements
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### Test File
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Create `tests/Feature/Mail/TimelineUpdateEmailTest.php`
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### Test Scenarios
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```php
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<?php
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use App\Mail\TimelineUpdateEmail;
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use App\Models\Timeline;
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use App\Models\TimelineUpdate;
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use App\Models\User;
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use Illuminate\Support\Facades\Mail;
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test('email is queued when timeline update is created', function () {
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Mail::fake();
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$client = User::factory()->create(['preferred_language' => 'en']);
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$timeline = Timeline::factory()->for($client)->create(['status' => 'active']);
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TimelineUpdate::factory()->for($timeline)->create();
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Mail::assertQueued(TimelineUpdateEmail::class);
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});
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test('email is not sent for archived timeline updates', function () {
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Mail::fake();
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$client = User::factory()->create();
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$timeline = Timeline::factory()->for($client)->create(['status' => 'archived']);
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TimelineUpdate::factory()->for($timeline)->create();
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Mail::assertNothingQueued();
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});
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test('email uses arabic template when client prefers arabic', function () {
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$client = User::factory()->create(['preferred_language' => 'ar']);
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$timeline = Timeline::factory()->for($client)->create();
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$update = TimelineUpdate::factory()->for($timeline)->create();
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$mailable = new TimelineUpdateEmail($update);
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expect($mailable->locale)->toBe('ar');
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});
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test('email uses english template when client prefers english', function () {
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$client = User::factory()->create(['preferred_language' => 'en']);
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$timeline = Timeline::factory()->for($client)->create();
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$update = TimelineUpdate::factory()->for($timeline)->create();
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$mailable = new TimelineUpdateEmail($update);
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expect($mailable->locale)->toBe('en');
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});
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test('email defaults to arabic when no language preference', function () {
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$client = User::factory()->create(['preferred_language' => null]);
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$timeline = Timeline::factory()->for($client)->create();
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$update = TimelineUpdate::factory()->for($timeline)->create();
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$mailable = new TimelineUpdateEmail($update);
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expect($mailable->locale)->toBe('ar');
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});
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test('email contains case name in subject', function () {
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$client = User::factory()->create(['preferred_language' => 'en']);
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$timeline = Timeline::factory()->for($client)->create(['case_name' => 'Smith vs Jones']);
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$update = TimelineUpdate::factory()->for($timeline)->create();
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$mailable = new TimelineUpdateEmail($update);
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expect($mailable->envelope()->subject)->toContain('Smith vs Jones');
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});
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test('email contains update content', function () {
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$client = User::factory()->create(['preferred_language' => 'en']);
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$timeline = Timeline::factory()->for($client)->create();
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$update = TimelineUpdate::factory()->for($timeline)->create([
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'update_text' => 'Court date scheduled for next month.',
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]);
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$mailable = new TimelineUpdateEmail($update);
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$mailable->assertSeeInHtml('Court date scheduled for next month.');
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});
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test('email contains view timeline link', function () {
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$client = User::factory()->create(['preferred_language' => 'en']);
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$timeline = Timeline::factory()->for($client)->create();
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$update = TimelineUpdate::factory()->for($timeline)->create();
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$mailable = new TimelineUpdateEmail($update);
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$mailable->assertSeeInHtml(route('client.timelines.show', $timeline));
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});
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```
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## Definition of Done
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- [x] `TimelineUpdateEmail` mailable created extending `BaseMailable`
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- [x] Arabic and English templates created with proper formatting
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- [x] Observer registered and triggers on `TimelineUpdate` creation
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- [x] Email only sent for active timelines (not archived)
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- [x] Email queued (not sent synchronously)
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- [x] Subject includes case name in appropriate language
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- [x] Email body includes case reference (if exists), update content, and date
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- [x] View Timeline button links to correct client dashboard route
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- [x] All tests pass
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- [x] Code formatted with Pint
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## Estimation
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**Complexity:** Low | **Effort:** 2-3 hours
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---
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## Dev Agent Record
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### Status
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**Ready for Review**
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### Agent Model Used
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Claude Opus 4.5 (claude-opus-4-5-20251101)
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### File List
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| File | Action | Description |
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|------|--------|-------------|
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| `app/Mail/TimelineUpdateEmail.php` | Created | Mailable extending BaseMailable with locale-aware subjects and templates |
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| `app/Observers/TimelineUpdateObserver.php` | Created | Observer to queue email when TimelineUpdate created on active timelines |
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| `app/Providers/AppServiceProvider.php` | Modified | Registered TimelineUpdateObserver |
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| `resources/views/emails/timeline/update/ar.blade.php` | Existing | Arabic email template (pre-existed) |
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| `resources/views/emails/timeline/update/en.blade.php` | Existing | English email template (pre-existed) |
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| `tests/Feature/Mail/TimelineUpdateEmailTest.php` | Created | 17 tests covering all acceptance criteria |
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### Debug Log References
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None - implementation completed without issues.
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### Completion Notes
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- Email templates already existed at `emails.timeline.update.{locale}` path (subfolder structure) from previous work
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- Mailable uses existing template path pattern `emails.timeline.update.ar` / `emails.timeline.update.en`
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- Observer checks `TimelineStatus::Active` enum (not string 'active') for consistency with model
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- All 17 tests pass, 88 total Mail tests pass
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- Full regression showed memory exhaustion in unrelated dompdf PDF tests (pre-existing issue)
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### Change Log
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| Date | Change |
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|------|--------|
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| 2026-01-02 | Initial implementation of Story 8.8 |
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## QA Results
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### Review Date: 2026-01-02
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### Reviewed By: Quinn (Test Architect)
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### Code Quality Assessment
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**Overall: Excellent** - The implementation is clean, well-structured, and follows Laravel best practices. The Mailable extends BaseMailable correctly, uses the observer pattern appropriately, and all email templates are bilingual as required.
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Key strengths:
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- Clean separation of concerns with Observer pattern
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- Proper use of queued mail for performance
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- Correct handling of locale with Arabic defaulting
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- Comprehensive test coverage (17 tests)
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- Templates follow existing email patterns with proper personalization
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### Refactoring Performed
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None required - code quality is high and follows project conventions.
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### Compliance Check
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- Coding Standards: ✓ Follows Laravel/Pint conventions, passes `pint --test`
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- Project Structure: ✓ Files placed in correct locations per story spec
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- Testing Strategy: ✓ Comprehensive Pest tests covering all ACs
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- All ACs Met: ✓ All 22 acceptance criteria checked and verified
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### Requirements Traceability
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| AC | Description | Test Coverage |
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|----|-------------|---------------|
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| Trigger: Auto-send on create | ✓ `email is queued when timeline update is created` |
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| Trigger: Observer pattern | ✓ Implementation uses `TimelineUpdateObserver` |
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| Trigger: Queued email | ✓ `timeline update email implements ShouldQueue` |
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| Trigger: Only active timelines | ✓ `email is not sent for archived timeline updates` |
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| Content: Subject with case name | ✓ `email contains case name in subject`, `email has correct arabic subject`, `email has correct english subject` |
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| Content: Case reference | ✓ `email includes case reference when present` |
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| Content: Update text | ✓ `email contains update content` |
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| Content: Date formatting | ✓ Verified in template using `translatedFormat`/`format` |
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| Content: View Timeline button | ✓ `email contains view timeline link` |
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| Language: Arabic template | ✓ `email uses arabic template when client prefers arabic`, `email renders without errors in Arabic` |
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| Language: English template | ✓ `email uses english template when client prefers english`, `email renders without errors in English` |
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| Language: Default to Arabic | ✓ `email defaults to arabic when default language preference` |
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| Design: Uses BaseMailable | ✓ `TimelineUpdateEmail extends BaseMailable` |
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| Edge: Multiple rapid updates | ✓ `multiple updates to active timeline send multiple emails` |
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| Edge: Correct recipient | ✓ `email has correct recipient when queued via observer` |
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### Improvements Checklist
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All items satisfied - no action required:
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- [x] Mailable extends BaseMailable correctly
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- [x] Observer registered in AppServiceProvider
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- [x] Email queued (not synchronous)
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- [x] Status check uses TimelineStatus enum (not string)
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- [x] Templates include user personalization (full_name/company_name)
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- [x] Templates conditionally show case_reference
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- [x] View button links to correct route
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- [x] All 17 tests pass
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### Security Review
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**PASS** - No security concerns:
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- No user input directly rendered (update_text is admin-entered content)
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- Route uses model binding with authorization
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- No credential exposure in email content
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**Note:** Templates use `{!! $update->update_text !!}` (unescaped) which is acceptable since update_text is admin-authored content only. If this were user-submitted content, it would need escaping.
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### Performance Considerations
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**PASS** - Implementation is performant:
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- Email is queued (`Mail::to()->queue()`) not sent synchronously
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- Observer is lightweight - single status check before queuing
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- No N+1 queries - relationships are accessed directly
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### Files Modified During Review
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None - no refactoring was necessary.
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### Gate Status
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Gate: **PASS** → docs/qa/gates/8.8-timeline-update-notification.yml
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### Recommended Status
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✓ **Ready for Done** - All acceptance criteria met, comprehensive test coverage, code quality excellent.
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