{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\nrg -n \"import.*findActiveProductTemplate|from '@/services|from '\\.\\./services|productTemplateHelpers\" src/services/welcomeEmailService.ts | head","description":"Find import line for findActiveProductTemplate in welcomeEmailService"}

14:import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/welcomeEmailService.ts","old_string":"import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';","new_string":"import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';\nimport { resolveBrandingTokens } from '@/services/outletBrandingService.js';"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/welcomeEmailService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts","old_string":"      if (!templateId && item.termsTemplateType) {\n        const template = await findActiveProductTemplate(\n          { productId: order.productId, productName: order.productName },\n          item.termsTemplateType,\n          organizationId,\n          locale,\n        );\n        if (template) templateId = String(template.id);\n      }","new_string":"      if (!templateId && item.termsTemplateType) {\n        const template = await findActiveProductTemplate(\n          { productId: order.productId, productName: order.productName },\n          item.termsTemplateType,\n          organizationId,\n          locale,\n          order.outletId,\n        );\n        if (template) templateId = String(template.id);\n      }"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts","old_string":"import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';","new_string":"import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';\nimport { resolveBrandingTokens, type BrandingTokens } from '@/services/outletBrandingService.js';"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts","old_string":"  // Restrict the embed's language switcher to the product's active locales.\n  activeLocales: string[] | null;\n}","new_string":"  // Restrict the embed's language switcher to the product's active locales.\n  activeLocales: string[] | null;\n  // Outlet-resolved branding (logo + accent color + name) so the acceptance\n  // screen renders the originating outlet's look-and-feel; falls back to the\n  // organization default when the outlet sets nothing (#263).\n  branding: BrandingTokens;\n}"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts","old_string":"  const product = await Product.findOne(request, { where: { id: order.productId } });\n  const provider = product ? await resolvePaymentProvider(product, order.bundleSubscriptionId) : 'internal';","new_string":"  const product = await Product.findOne(request, { where: { id: order.productId } });\n  const provider = product ? await resolvePaymentProvider(product, order.bundleSubscriptionId) : 'internal';\n\n  const branding = await resolveBrandingTokens(organizationId, order.outletId);"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts","old_string":"    activeLocales: (product?.activeLocales as string[] | null) ?? null,\n  };\n}","new_string":"    activeLocales: (product?.activeLocales as string[] | null) ?? null,\n    branding,\n  };\n}"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/customerTemplateController.ts","old_string":"  request: FastifyRequest<{\n    Params: { productId: string; templateType: string };\n    Querystring: { format?: 'full' | 'embed'; locale?: string };\n  }>,\n  reply: FastifyReply\n) => {\n  const { productId, templateType } = request.params;\n  const { format = 'embed', locale: queryLocale } = request.query;\n\n  const rawLocale = queryLocale || getLocaleFromHeader(request) || 'en';\n  const normalized = normalizeLocale(rawLocale) || 'en';\n  const chain = resolveLocaleChain(normalized);\n\n  let template: ProductTemplate | null = null;\n  for (const loc of chain) {\n    template = await ProductTemplate.findOne(request, {\n      where: {\n        productId,\n        templateType,\n        locale: loc,\n        active: true,\n      },\n    });\n    if (template) break;\n  }","new_string":"  request: FastifyRequest<{\n    Params: { productId: string; templateType: string };\n    Querystring: { format?: 'full' | 'embed'; locale?: string; outletId?: string };\n  }>,\n  reply: FastifyReply\n) => {\n  const { productId, templateType } = request.params;\n  const { format = 'embed', locale: queryLocale, outletId } = request.query;\n\n  const rawLocale = queryLocale || getLocaleFromHeader(request) || 'en';\n  const normalized = normalizeLocale(rawLocale) || 'en';\n  const chain = resolveLocaleChain(normalized);\n\n  // Outlet override → product default, per locale (#263). A preview/render for\n  // an outlet shows that outlet's override when present, else the default.\n  let template: ProductTemplate | null = null;\n  for (const loc of chain) {\n    if (outletId) {\n      template = await ProductTemplate.findOne(request, {\n        where: { productId, templateType, locale: loc, active: true, outletId },\n      });\n      if (template) break;\n    }\n    template = await ProductTemplate.findOne(request, {\n      where: { productId, templateType, locale: loc, active: true, outletId: null },\n    });\n    if (template) break;\n  }"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/customerTemplateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"import { Product } from '../models/Product.js';\nimport { ProductTemplate } from '../models/ProductTemplate.js';\nimport { TemplateLibrary } from '../models/TemplateLibrary.js';","new_string":"import { Product } from '../models/Product.js';\nimport { ProductTemplate } from '../models/ProductTemplate.js';\nimport { Outlet } from '../models/Outlet.js';\nimport { TemplateLibrary } from '../models/TemplateLibrary.js';"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"interface ProductTemplateQuery {\n  page?: string;\n  limit?: string;\n  templateType?: string;\n  active?: string;\n  locale?: string;\n}","new_string":"interface ProductTemplateQuery {\n  page?: string;\n  limit?: string;\n  templateType?: string;\n  active?: string;\n  locale?: string;\n  // Override scope: omit (or '') for product defaults (outletId IS NULL);\n  // an outlet UUID returns that outlet's overrides (#263).\n  outletId?: string;\n}"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"interface CreateProductTemplateBody {\n  name: string;\n  title: string;\n  description?: string;\n  templateType: string;\n  content: string;\n  contentType: string;\n  active: boolean;\n  templateLibraryId?: string;\n  locale?: string;\n}\n\ninterface UpdateProductTemplateBody {\n  name?: string;\n  title?: string;\n  description?: string;\n  templateType?: string;\n  content?: string;\n  contentType?: string;\n  active?: boolean;\n  locale?: string;\n}","new_string":"interface CreateProductTemplateBody {\n  name: string;\n  title: string;\n  description?: string;\n  templateType: string;\n  content: string;\n  contentType: string;\n  active: boolean;\n  templateLibraryId?: string;\n  locale?: string;\n  // When set, the new template is a per-outlet override of the product\n  // default for this type; when omitted it is the product default (#263).\n  outletId?: string | null;\n}\n\ninterface UpdateProductTemplateBody {\n  name?: string;\n  title?: string;\n  description?: string;\n  templateType?: string;\n  content?: string;\n  contentType?: string;\n  active?: boolean;\n  locale?: string;\n}"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"// Helper function to generate unique template name (scoped to productId + locale)\nconst generateUniqueTemplateName = async (\n  baseName: string,\n  productId: number,\n  organizationId: string,\n  locale: string = 'en',\n  transaction?: any\n): Promise<string> => {\n  const findOptions: any = {\n    where: {\n      productId,\n      name: baseName,\n      locale,\n    },\n  };","new_string":"// Helper function to generate unique template name (scoped to productId +\n// locale + outlet scope, so a default and an outlet override may share a name)\nconst generateUniqueTemplateName = async (\n  baseName: string,\n  productId: number,\n  organizationId: string,\n  locale: string = 'en',\n  outletId: string | null = null,\n  transaction?: any\n): Promise<string> => {\n  const findOptions: any = {\n    where: {\n      productId,\n      name: baseName,\n      locale,\n      outletId,\n    },\n  };"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"  const { productId } = request.params;\n  const { page, limit, templateType, active, locale } = request.query;\n\n  if (!page) {\n    throw new StatusError(400, 'Page parameter is required');\n  }","new_string":"  const { productId } = request.params;\n  const { page, limit, templateType, active, locale, outletId } = request.query;\n\n  if (!page) {\n    throw new StatusError(400, 'Page parameter is required');\n  }"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"  const whereClause: any = {\n    productId,\n  };\n\n  if (templateType) {\n    whereClause.templateType = templateType;\n  }\n\n  if (activeFilter !== undefined) {\n    whereClause.active = activeFilter;\n  }\n\n  if (locale) {\n    whereClause.locale = normalizeLocale(locale) || locale;\n  }\n\n  const { count, rows } = await ProductTemplate.findAndCountAll({ organizationId }, {\n    where: whereClause,","new_string":"  const whereClause: any = {\n    productId,\n    // Default scope is the product default (outletId IS NULL); pass ?outletId\n    // to list that outlet's overrides instead (#263).\n    outletId: outletId ? outletId : null,\n  };\n\n  if (templateType) {\n    whereClause.templateType = templateType;\n  }\n\n  if (activeFilter !== undefined) {\n    whereClause.active = activeFilter;\n  }\n\n  if (locale) {\n    whereClause.locale = normalizeLocale(locale) || locale;\n  }\n\n  const { count, rows } = await ProductTemplate.findAndCountAll({ organizationId }, {\n    where: whereClause,"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"  const { productId } = request.params;\n  const { name, title, description, templateType, content, contentType, active, templateLibraryId, locale: rawLocale } = request.body;\n  const locale = rawLocale ? normalizeLocale(rawLocale) ?? 'en' : 'en';\n\n  const organizationId = request.ident?.org?.id;\n  const userId = request.userAuth?.id;\n\n  if (!organizationId || !userId) {\n    throw new StatusError(400, 'Authentication and organization context required');\n  }\n\n  if (!name) {\n    throw new StatusError(400, 'Name is required');\n  }","new_string":"  const { productId } = request.params;\n  const { name, title, description, templateType, content, contentType, active, templateLibraryId, locale: rawLocale } = request.body;\n  const locale = rawLocale ? normalizeLocale(rawLocale) ?? 'en' : 'en';\n  const outletId = request.body.outletId || null;\n\n  const organizationId = request.ident?.org?.id;\n  const userId = request.userAuth?.id;\n\n  if (!organizationId || !userId) {\n    throw new StatusError(400, 'Authentication and organization context required');\n  }\n\n  if (!name) {\n    throw new StatusError(400, 'Name is required');\n  }"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"  const product = await Product.findOne(request, {\n    where: {\n      id: productId,\n      organizationId,\n    },\n  });\n\n  if (!product) {\n    throw new StatusError(404, 'Product not found');\n  }\n\n  try {\n    const uniqueName = await generateUniqueTemplateName(\n      name,\n      parseInt(productId),\n      organizationId,\n      locale\n    );\n\n    if (active) {\n      await ProductTemplate.update(request, \n        { active: false },\n        {\n          where: {\n            productId: parseInt(productId),\n            templateType,\n            locale,\n            active: true,\n          },\n        }\n      );\n    }\n\n    const template = await ProductTemplate.create(request, {\n      name: uniqueName,\n      title,\n      description,\n      templateType,\n      content,\n      contentType,\n      active,\n      locale,\n      productId: parseInt(productId),\n      templateLibraryId: templateLibraryId ? parseInt(templateLibraryId) : null,\n    });","new_string":"  const product = await Product.findOne(request, {\n    where: {\n      id: productId,\n      organizationId,\n    },\n  });\n\n  if (!product) {\n    throw new StatusError(404, 'Product not found');\n  }\n\n  if (outletId) {\n    const outlet = await Outlet.findOne({ organizationId }, {\n      where: { id: outletId, organizationId },\n    });\n    if (!outlet) {\n      throw new StatusError(404, 'Outlet not found');\n    }\n  }\n\n  try {\n    const uniqueName = await generateUniqueTemplateName(\n      name,\n      parseInt(productId),\n      organizationId,\n      locale,\n      outletId\n    );\n\n    if (active) {\n      // Deactivate only within the same override scope: creating an outlet\n      // override never deactivates the product default, and vice versa (#263).\n      await ProductTemplate.update(request,\n        { active: false },\n        {\n          where: {\n            productId: parseInt(productId),\n            templateType,\n            locale,\n            active: true,\n            outletId,\n          },\n        }\n      );\n    }\n\n    const template = await ProductTemplate.create(request, {\n      name: uniqueName,\n      title,\n      description,\n      templateType,\n      content,\n      contentType,\n      active,\n      locale,\n      productId: parseInt(productId),\n      templateLibraryId: templateLibraryId ? parseInt(templateLibraryId) : null,\n      outletId,\n    });"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"    let uniqueName = template.name;\n    if (name !== undefined && name !== template.name) {\n      uniqueName = await generateUniqueTemplateName(\n        name,\n        parseInt(productId),\n        organizationId,\n        currentLocale\n      );\n    }","new_string":"    let uniqueName = template.name;\n    if (name !== undefined && name !== template.name) {\n      uniqueName = await generateUniqueTemplateName(\n        name,\n        parseInt(productId),\n        organizationId,\n        currentLocale,\n        template.outletId\n      );\n    }"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"    if (active !== undefined && active !== template.active) {\n      if (active === false) {\n        const activeTemplatesOfSameType = await ProductTemplate.count(request, {\n          where: {\n            productId,\n            templateType: currentTemplateType,\n            locale: currentLocale,\n            active: true,\n          },\n        });\n\n        if (activeTemplatesOfSameType <= 1) {\n          throw new StatusError(400, `This is the only active ${currentTemplateType.replace(/_/g, ' ')} template for this product. You need to have at least one active template of each type to ensure your product works properly. Please create or activate another ${currentTemplateType.replace(/_/g, ' ')} template first, then you can deactivate this one.`);\n        }\n      } else if (active === true) {\n        await ProductTemplate.update(request, \n          { active: false },\n          {\n            where: {\n              productId,\n              templateType: currentTemplateType,\n              locale: currentLocale,\n              active: true,\n              id: { [Op.ne]: templateId },\n            },\n          }\n        );\n      }\n    }","new_string":"    if (active !== undefined && active !== template.active) {\n      if (active === false) {\n        // The \"keep at least one active\" guard only applies to product\n        // defaults. Deactivating the last active outlet override is allowed —\n        // it simply reverts that outlet to inheriting the product default (#263).\n        if (template.outletId === null) {\n          const activeTemplatesOfSameType = await ProductTemplate.count(request, {\n            where: {\n              productId,\n              templateType: currentTemplateType,\n              locale: currentLocale,\n              active: true,\n              outletId: null,\n            },\n          });\n\n          if (activeTemplatesOfSameType <= 1) {\n            throw new StatusError(400, `This is the only active ${currentTemplateType.replace(/_/g, ' ')} template for this product. You need to have at least one active template of each type to ensure your product works properly. Please create or activate another ${currentTemplateType.replace(/_/g, ' ')} template first, then you can deactivate this one.`);\n          }\n        }\n      } else if (active === true) {\n        // Activate within the same override scope only, so toggling an outlet\n        // override never deactivates the product default (#263).\n        await ProductTemplate.update(request,\n          { active: false },\n          {\n            where: {\n              productId,\n              templateType: currentTemplateType,\n              locale: currentLocale,\n              active: true,\n              outletId: template.outletId,\n              id: { [Op.ne]: templateId },\n            },\n          }\n        );\n      }\n    }"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","old_string":"  if (template.active) {\n    const activeTemplatesOfSameType = await ProductTemplate.count(request, {\n      where: {\n        productId,\n        templateType: template.templateType,\n        locale: template.locale,\n        active: true,\n      },\n    });\n\n    if (activeTemplatesOfSameType <= 1) {\n      throw new StatusError(400, `You cannot delete this ${template.templateType.replace(/_/g, ' ')} template because it's the only active one for this product. Your product needs at least one active template of each type to function properly. Please create or activate another ${template.templateType.replace(/_/g, ' ')} template first, then you can delete this one.`);\n    }\n  }\n\n  await template.destroy();","new_string":"  // Deleting an outlet override is always allowed — it reverts that outlet to\n  // inheriting the product default. The \"keep at least one active\" guard only\n  // protects product defaults (outletId IS NULL) (#263).\n  if (template.active && template.outletId === null) {\n    const activeTemplatesOfSameType = await ProductTemplate.count(request, {\n      where: {\n        productId,\n        templateType: template.templateType,\n        locale: template.locale,\n        active: true,\n        outletId: null,\n      },\n    });\n\n    if (activeTemplatesOfSameType <= 1) {\n      throw new StatusError(400, `You cannot delete this ${template.templateType.replace(/_/g, ' ')} template because it's the only active one for this product. Your product needs at least one active template of each type to function properly. Please create or activate another ${template.templateType.replace(/_/g, ' ')} template first, then you can delete this one.`);\n    }\n  }\n\n  await template.destroy();"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/schemas/plus/template.schemas.ts","old_string":"export const getProductTemplatesQuerystringSchema = Type.Object({\n    page: Type.String({ description: 'Page number for pagination', example: '1' }),\n    limit: Type.String({ description: 'Number of items per page', example: '20' }),\n    templateType: Type.Optional(Type.String({ enum: templateTypeEnum, description: 'Filter by template type', example: 'welcome_email' })),\n    active: Type.Optional(Type.String({ enum: ['true', 'false'], description: 'Filter by active status', example: 'true' })),\n    locale: Type.Optional(Type.String({ maxLength: 10, description: 'Filter by locale (e.g., en, es, pt_BR)', example: 'es' })),\n});","new_string":"export const getProductTemplatesQuerystringSchema = Type.Object({\n    page: Type.String({ description: 'Page number for pagination', example: '1' }),\n    limit: Type.String({ description: 'Number of items per page', example: '20' }),\n    templateType: Type.Optional(Type.String({ enum: templateTypeEnum, description: 'Filter by template type', example: 'welcome_email' })),\n    active: Type.Optional(Type.String({ enum: ['true', 'false'], description: 'Filter by active status', example: 'true' })),\n    locale: Type.Optional(Type.String({ maxLength: 10, description: 'Filter by locale (e.g., en, es, pt_BR)', example: 'es' })),\n    outletId: Type.Optional(Type.String({ format: 'uuid', description: 'Override scope: omit for the product defaults, or pass an outlet UUID to list that outlet\\'s overrides.', example: '550e8400-e29b-41d4-a716-446655440000' })),\n});"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/schemas/plus/template.schemas.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/schemas/plus/template.schemas.ts","old_string":"    active: Type.Boolean({ description: 'Whether the template is active', example: true }),\n    templateLibraryId: Type.Optional(Type.String({ description: 'ID of the template library template to base this on', example: '550e8400-e29b-41d4-a716-446655440000' })),\n    locale: Type.Optional(Type.String({ maxLength: 10, description: 'Locale code (e.g., en, es, pt_BR). Defaults to en', example: 'en' })),\n});","new_string":"    active: Type.Boolean({ description: 'Whether the template is active', example: true }),\n    templateLibraryId: Type.Optional(Type.String({ description: 'ID of the template library template to base this on', example: '550e8400-e29b-41d4-a716-446655440000' })),\n    locale: Type.Optional(Type.String({ maxLength: 10, description: 'Locale code (e.g., en, es, pt_BR). Defaults to en', example: 'en' })),\n    outletId: Type.Optional(Type.String({ format: 'uuid', description: 'When set, creates a per-outlet override of the product default for this template type; omit to create/update the product default.', example: '550e8400-e29b-41d4-a716-446655440000' })),\n});"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/schemas/plus/template.schemas.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== typecheck/lint scripts ===\"; rg -n '\"(typecheck|type-check|tsc|build|lint|check:migrations)\"\\s*:' package.json\necho \"=== docker service name ===\"; rg -n \"container_name|^\\s+[a-z-]+:\" docker-compose*.y*ml 2>/dev/null | head -20","description":"Find typecheck script + docker service"}

=== typecheck/lint scripts ===
39:    "check:migrations": "tsx scripts/check-migration-tenant-rls.ts",
40:    "lint": "eslint . && npm run check:imports && npm run check:migrations",
42:    "type-check": "tsc --noEmit",
=== docker service name ===
11:  api:
12:    container_name: sherpa-api-portal-263-per-outlet-documents-template
13:    image: sherpa-api:latest
15:    ports:
18:    volumes:
25:    command: ["npx", "tsx", "watch", "--exclude", "./translations/**", "src/service.ts"]
28:    networks:
35:  sherpa-vnet:
36:    name: sherpa-vnet
37:    external: true

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api npx tsc --noEmit 2>&1 | head -50; echo \"tsc exit=${PIPESTATUS[0]}\"","description":"Run tsc --noEmit inside API container"}

src/services/outletBrandingService.ts(43,48): error TS2339: Property 'getPrimaryColor' does not exist on type 'Organization'.
tsc exit=

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== Organization export + class ===\"; rg -n \"export (const|class|type) Organization|toSafeModel|class _Organization|declare (settings|displayName|name)\\b|settings\\??:|displayName\\??:\" src/models/Organization.ts | head -30\necho \"=== findByPk return usage of settings elsewhere ===\"; rg -n \"\\.settings\\?\\.|\\.settings\\b\" src/models/Organization.ts | head","description":"Inspect Organization export + accessible fields"}

=== Organization export + class ===
84:export class Organization extends Model {
100:  declare name: string;
167:  declare displayName: string | null;
193:  declare settings: OrganizationSettings;
=== findByPk return usage of settings elsewhere ===
313:    return !!(this.settings?.features?.azureAdIntegration && this.azureTenantId);
317:    return !!this.settings?.features?.socialLogin;
321:    return !!this.settings?.features?.[feature];
325:    return this.settings?.branding?.primaryColor || '#3B82F6';
329:    return this.settings?.branding?.applicationName || this.displayName || this.name;

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/outletBrandingService.ts","old_string":"  const outletBranding = (outlet?.brandingMetadata ?? null) as OutletBrandingMetadata | null;\n\n  const orgBranding = organization?.settings?.branding;\n  const orgLogoUrl = str(orgBranding?.logoUrl);\n  const orgColor = organization ? organization.getPrimaryColor() : undefined;\n  const orgName = organization ? organization.getApplicationName() : undefined;\n\n  return {\n    logoUrl: str(outletBranding?.logoUrl) ?? orgLogoUrl ?? '',\n    brandColor: str(outletBranding?.color) ?? orgColor ?? '',\n    brandName: str(outlet?.name) ?? orgName ?? '',\n  };","new_string":"  const outletBranding = (outlet?.brandingMetadata ?? null) as OutletBrandingMetadata | null;\n\n  // Mirror Organization.getPrimaryColor()/getApplicationName() by reading the\n  // declared fields directly (the findByPk return type does not expose the\n  // instance helper methods).\n  const orgBranding = organization?.settings?.branding;\n  const orgLogoUrl = str(orgBranding?.logoUrl);\n  const orgColor = str(orgBranding?.primaryColor);\n  const orgName = str(orgBranding?.applicationName) ?? str(organization?.displayName) ?? str(organization?.name);\n\n  return {\n    logoUrl: str(outletBranding?.logoUrl) ?? orgLogoUrl ?? '',\n    brandColor: str(outletBranding?.color) ?? orgColor ?? '',\n    brandName: str(outlet?.name) ?? orgName ?? '',\n  };"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/outletBrandingService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api npx tsc --noEmit 2>&1 | head -40; echo \"tsc exit=${PIPESTATUS[0]}\"","description":"Re-run tsc in API container"}

tsc exit=

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== check:migrations ===\"; docker compose exec -T api npm run check:migrations 2>&1 | tail -15\necho \"=== apply migration ===\"; curl -fsS -m 60 -X POST http://localhost:7777/api/api-action -H 'Content-Type: application/json' -d '{\"path\":\"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\",\"action\":\"migrate\"}' 2>&1 | head -c 300; echo","description":"Run migration RLS check + apply migration"}

=== check:migrations ===

> Sherpa [email protected] check:migrations
> tsx scripts/check-migration-tenant-rls.ts

=== apply migration ===
{"path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template","action":"migrate","status":"running","startedAt":1780349448115,"endedAt":null,"exitCode":null,"error":null,"logPath":"/var/folders/pr/7k4xc3v1715_0zbbw8tgwl5r0000gn/T/worktree-dashboard-logs/sherpa-api-portal-2

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\nfor i in 1 2 3 4 5 6 7 8; do\n  s=$(curl -fsS -m 10 \"http://localhost:7777/api/api-action?path=/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\" 2>/dev/null)\n  st=$(echo \"$s\" | rg -o '\"status\":\"[a-z]+\"' | head -1)\n  echo \"poll $i: $st\"\n  echo \"$s\" | rg -q '\"status\":\"done\"' && { echo \"MIGRATE DONE\"; echo \"$s\" | rg -o '\"tail\":\"[^\"]*\"' | tail -c 300; break; }\n  echo \"$s\" | rg -q '\"status\":\"error\"' && { echo \"MIGRATE ERROR\"; echo \"$s\"; break; }\n  sleep 3\ndone","description":"Poll migrate job to completion"}

poll 1: "status":"done"
MIGRATE DONE

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== outletId column on ProductTemplates ===\"\ndocker compose exec -T api node -e \"const {Client}=require('pg');(async()=>{const c=new Client({connectionString:process.env.DATABASE_URL});await c.connect();const r=await c.query(\\\"select column_name,data_type from information_schema.columns where table_name='ProductTemplates' and column_name='outletId'\\\");console.log(JSON.stringify(r.rows));const i=await c.query(\\\"select indexname from pg_indexes where tablename='ProductTemplates' and indexname like '%outlet%'\\\");console.log(JSON.stringify(i.rows));await c.end();})().catch(e=>{console.error(e.message);process.exit(1)})\" 2>&1 | head -20","description":"Verify outletId column + indexes exist"}

=== outletId column on ProductTemplates ===
connect ECONNREFUSED 127.0.0.1:5432

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api printenv 2>/dev/null | rg -i \"DATABASE_URL|DB_HOST|PG|POSTGRES\" | head","description":"Find DB connection env in container"}

DB_HOST=sherpa-pg-main
DB_REPLICA_HOST=sherpa-pg-main
STRIPE_SECRET_KEY=sk_test_51SxqrD8oGpeyEdR8vARkluaaYngpgFtwB0th7AoQuVzMNLrv9rYUDfYnr4JLoRtH79VzhZHI3VziFVVmSbOtUDd7007d2zPd7A

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api sh -lc 'node -e \"const {Client}=require(\\\"pg\\\");(async()=>{const c=new Client({host:process.env.DB_HOST,user:process.env.DB_USER||process.env.POSTGRES_USER,password:process.env.DB_PASSWORD||process.env.POSTGRES_PASSWORD,database:process.env.DB_NAME||process.env.POSTGRES_DB});await c.connect();const r=await c.query(\\\"select column_name,data_type,is_nullable from information_schema.columns where table_name=\\x27ProductTemplates\\x27 and column_name=\\x27outletId\\x27\\\");console.log(\\\"col:\\\",JSON.stringify(r.rows));const i=await c.query(\\\"select indexname from pg_indexes where tablename=\\x27ProductTemplates\\x27 and (indexname like \\x27%outlet%\\x27 or indexname like \\x27unique_active%\\x27 or indexname like \\x27unique_product_template_name%\\x27) order by indexname\\\");console.log(\\\"idx:\\\",JSON.stringify(i.rows));await c.end()})().catch(e=>{console.error(e.message);process.exit(1)})\"' 2>&1 | head -20","description":"Verify column + indexes with correct DB host"}

SASL: SCRAM-SERVER-FIRST-MESSAGE: client password must be a string

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api printenv 2>/dev/null | rg -i \"^DB_|^POSTGRES\" | sed 's/PASSWORD=.*/PASSWORD=***/' | head","description":"List DB env var names"}

DB_POOL_MIN=10
DB_REPLICA_SSL=false
DB_APP_USER=sherpa_app
DB_HOST=sherpa-pg-main
DB_APP_PASS=sherpa_password
DB_REPLICA_USER=dashboard_user
DB_PORT=5432
DB_REPLICA_HOST=sherpa-pg-main
DB_REPLICA_PASS=dashboard_password
DB_NAME=sherpa_local

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api sh -lc 'node -e \"const {Client}=require(\\\"pg\\\");(async()=>{const c=new Client({host:process.env.DB_HOST,port:+process.env.DB_PORT,user:process.env.DB_APP_USER,password:process.env.DB_APP_PASS,database:process.env.DB_NAME});await c.connect();const r=await c.query(\\\"select column_name,data_type,is_nullable from information_schema.columns where table_name=\\x27ProductTemplates\\x27 and column_name=\\x27outletId\\x27\\\");console.log(\\\"col:\\\",JSON.stringify(r.rows));const i=await c.query(\\\"select indexname from pg_indexes where tablename=\\x27ProductTemplates\\x27 and (indexname like \\x27%outlet%\\x27 or indexname like \\x27unique_active%\\x27 or indexname like \\x27unique_product_template_name%\\x27) order by indexname\\\");console.log(\\\"idx:\\\",i.rows.map(x=>x.indexname).join(\\\", \\\"));await c.end()})().catch(e=>{console.error(e.message);process.exit(1)})\"' 2>&1 | head","description":"Verify column + indexes with app creds"}

col: [{"column_name":"outletId","data_type":"uuid","is_nullable":"YES"}]
idx: idx_product_templates_outlet, unique_active_template_per_type_per_product, unique_active_template_per_type_per_product_outlet, unique_product_template_name_per_bundle, unique_product_template_name_per_product, unique_product_template_name_per_product_outlet

{"command":"echo \"=== API health post-edit ===\"; curl -fsS -m 8 -o /dev/null -w \"%{http_code}\" http://localhost:4015/v1/health 2>&1; echo\ncd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template\necho \"=== template-related portal files ===\"; fd -t f . app/components/products/templates app/products 2>/dev/null | rg -i \"template\" | head -30\necho \"=== templateService + types ===\"; fd -t f 'templateService.ts|template.ts|outlet.ts' app 2>/dev/null | head","description":"API health + list portal template files"}

=== API health post-edit ===
200
=== template-related portal files ===
app/components/products/templates/LibraryTemplateBrowser.tsx
app/components/products/templates/PlaceholdersDropdown.tsx
app/components/products/templates/ProductTemplateEditor.tsx
app/components/products/templates/TemplateBasicInfoForm.tsx
app/components/products/templates/TemplateCreationWizard.tsx
app/components/products/templates/TemplateEditor.tsx
app/components/products/templates/TemplatesList.tsx
app/components/products/templates/TemplatesTab.tsx
app/components/products/templates/mergeTags.ts
app/products/[id]/funnel-templates/page.tsx
app/products/[id]/funnel-templates/useFunnelTemplateData.ts
app/products/[id]/templates/[templateId]/page.tsx
app/products/[id]/templates/page.tsx
=== templateService + types ===
app/services/templateService.ts
app/types/outlet.ts
app/types/template.ts

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx"}

1	"use client";
2	
3	import React, { useState, useEffect, useCallback } from "react";
4	
5	import { Plus } from "lucide-react";
6	
7	import TemplateCreationWizard from "./TemplateCreationWizard";
8	import TemplatesList from "./TemplatesList";
9	import { showErrorToast } from "../../Toast";
10	import { Button } from "../../ui/button";
11	
12	import {
13	  fetchProductTemplates,
14	  fetchBundleTemplates,
15	  fetchTemplateTypes,
16	  deleteProductTemplate,
17	  deleteBundleTemplate,
18	  createProductTemplate,
19	  createBundleTemplate,
20	  updateProductTemplate,
21	  updateBundleTemplate,
22	} from "@/app/services/templateService";
23	import { ProductData } from "@/app/types/product";
24	import { ProductTemplate, TemplateType } from "@/app/types/template";
25	import { useTranslation } from "@gangkharai/lmt/client";
26	
27	interface TemplatesTabProps {
28	  product?: ProductData;
29	  bundleId?: number;
30	  bundleTitle?: string;
31	}
32	
33	const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTitle }) => {
34	  const t = useTranslation();
35	  const [templates, setTemplates] = useState<ProductTemplate[]>([]);
36	  const [templateTypes, setTemplateTypes] = useState<TemplateType[]>([]);
37	  const [loading, setLoading] = useState(true);
38	  const [selectedType, setSelectedType] = useState<string>("");
39	  const [isCreating, setIsCreating] = useState(false);
40	  const [currentPage, setCurrentPage] = useState(1);
41	  const [totalPages, setTotalPages] = useState(1);
42	  const [totalCount, setTotalCount] = useState(0);
43	
44	  const isBundle = !!bundleId;
45	  const entityId = isBundle ? bundleId : product!.id;
46	  const entityTitle = isBundle ? (bundleTitle || "") : product!.productTitle;
47	
48	  const fetchTemplatesFn = isBundle ? fetchBundleTemplates : fetchProductTemplates;
49	  const deleteTemplateFn = isBundle ? deleteBundleTemplate : deleteProductTemplate;
50	  const createTemplateFn = isBundle ? createBundleTemplate : createProductTemplate;
51	  const updateTemplateFn = isBundle ? updateBundleTemplate : updateProductTemplate;
52	  const getEditUrl = isBundle
53	    ? (templateId: number) => `/bundles/${bundleId}/templates/${templateId}`
54	    : (templateId: number) => `/products/${product!.id}/templates/${templateId}`;
55	
56	  const loadTemplateTypes = async () => {
57	    try {
58	      const types = await fetchTemplateTypes();
59	      setTemplateTypes(types);
60	    } catch (error) {
61	      console.error("Error loading template types:", error);
62	      showErrorToast(t("Failed to load template types"));
63	    }
64	  };
65	
66	  const loadTemplates = useCallback(async () => {
67	    try {
68	      setLoading(true);
69	      const options = {
70	        page: currentPage,
71	        limit: 10,
72	        ...(selectedType && { templateType: selectedType }),
73	      };
74	
75	      const result = await fetchTemplatesFn(entityId, options);
76	      setTemplates(result.templates);
77	      setTotalPages(result.totalPages);
78	      setTotalCount(result.totalCount);
79	    } catch (error) {
80	      console.error("Error loading templates:", error);
81	      showErrorToast(t("Failed to load templates"));
82	    } finally {
83	      setLoading(false);
84	    }
85	  }, [entityId, currentPage, selectedType, fetchTemplatesFn]);
86	
87	  // Load initial data
88	  useEffect(() => {
89	    loadTemplateTypes();
90	    loadTemplates();
91	  }, [loadTemplates]);
92	
93	  // Reload templates when filter changes
94	  useEffect(() => {
95	    loadTemplates();
96	  }, [loadTemplates]);
97	
98	  const handleCreateNew = () => {
99	    setIsCreating(true);
100	  };
101	
102	  const handleDelete = async (_templateId: number) => {
103	    // This will be handled by the TemplatesList component
104	    await loadTemplates();
105	  };
106	
107	  const handleSave = async (_template: ProductTemplate) => {
108	    setIsCreating(false);
109	    await loadTemplates();
110	  };
111	
112	  const handleCancel = () => {
113	    setIsCreating(false);
114	  };
115	
116	  const handleTypeFilter = (type: string) => {
117	    setSelectedType(type);
118	    setCurrentPage(1); // Reset to first page when filter changes
119	  };
120	
121	  const handlePageChange = (page: number) => {
122	    setCurrentPage(page);
123	  };
124	
125	  if (isCreating) {
126	    // For creating new templates, use the wizard
127	    return (
128	      <TemplateCreationWizard
129	        productId={entityId}
130	        template={null}
131	        templateTypes={templateTypes}
132	        onSave={handleSave}
133	        onCancel={handleCancel}
134	        createTemplateFn={createTemplateFn}
135	        updateTemplateFn={updateTemplateFn}
136	      />
137	    );
138	  }
139	
140	  return (
141	    <div className="space-y-6">
142	      {/* Header */}
143	      <div className="flex items-center justify-between border-b border-gray-200 pb-6">
144	        <div>
145	          <h2 className="text-2xl font-bold text-gray-900">{t("Templates")}</h2>
146	          <p className="text-sm text-gray-600">
147	            {t("Manage email, document, and notification templates for {productTitle}", { productTitle: entityTitle })}
148	          </p>
149	        </div>
150	        <Button onClick={handleCreateNew}>
151	          <Plus className="mr-2 h-4 w-4" />
152	          {t("Create Template")}
153	        </Button>
154	      </div>
155	
156	      {/* Templates List */}
157	      <TemplatesList
158	        templates={templates}
159	        templateTypes={templateTypes}
160	        loading={loading}
161	        selectedType={selectedType}
162	        onTypeFilter={handleTypeFilter}
163	        onDelete={handleDelete}
164	        productId={entityId}
165	        currentPage={currentPage}
166	        totalPages={totalPages}
167	        totalCount={totalCount}
168	        onPageChange={handlePageChange}
169	        deleteTemplateFn={deleteTemplateFn}
170	        getEditUrl={getEditUrl}
171	      />
172	    </div>
173	  );
174	};
175	
176	export default TemplatesTab;
177	

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/services/templateService.ts"}

1	import api from "../src/utils/api";
2	import {
3	  TemplateType,
4	  ProductTemplate,
5	  CreateTemplateRequest,
6	  TemplateValidation,
7	  TemplateRenderResult,
8	  RenderRequest,
9	  LibraryTemplate,
10	} from "../types/template";
11	
12	// Get Template Types
13	export const fetchTemplateTypes = async (): Promise<TemplateType[]> => {
14	  try {
15	    const response = await api.get("/templates/types");
16	
17	    if (response.data.status === "success") {
18	      return response.data.data.types;
19	    } else {
20	      throw new Error(response.data.message || "Failed to load template types");
21	    }
22	  } catch (error) {
23	    console.error("Error loading template types:", error);
24	    throw error;
25	  }
26	};
27	
28	// Get Product Templates
29	export const fetchProductTemplates = async (
30	  productId: number,
31	  options: {
32	    page?: number;
33	    limit?: number;
34	    templateType?: string;
35	    active?: boolean;
36	  } = {}
37	): Promise<{
38	  templates: ProductTemplate[];
39	  totalCount: number;
40	  totalPages: number;
41	  currentPage: number;
42	}> => {
43	  try {
44	    const params = new URLSearchParams();
45	    Object.entries(options).forEach(([key, value]) => {
46	      if (value !== undefined) params.set(key, value.toString());
47	    });
48	
49	    const response = await api.get(`/templates/products/${productId}?${params}`);
50	
51	    if (response.data.status === "success") {
52	      return response.data.data;
53	    } else {
54	      throw new Error(response.data.message || "Failed to load templates");
55	    }
56	  } catch (error) {
57	    console.error("Error loading product templates:", error);
58	    throw error;
59	  }
60	};
61	
62	// Get Single Product Template by ID
63	export const fetchProductTemplateById = async (
64	  productId: number,
65	  templateId: number
66	): Promise<ProductTemplate> => {
67	  try {
68	    const response = await api.get(`/templates/products/${productId}/${templateId}`);
69	
70	    if (response.data.status === "success") {
71	      return response.data.data;
72	    } else {
73	      throw new Error(response.data.message || "Failed to load template");
74	    }
75	  } catch (error) {
76	    console.error("Error loading template by ID:", error);
77	    throw error;
78	  }
79	};
80	
81	// Create Product Template
82	export const createProductTemplate = async (
83	  productId: number,
84	  template: CreateTemplateRequest
85	): Promise<ProductTemplate> => {
86	  try {
87	    const response = await api.post(`/templates/products/${productId}`, template);
88	
89	    if (response.data.status === "success") {
90	      return response.data.data;
91	    } else {
92	      throw new Error(response.data.message || "Failed to create template");
93	    }
94	  } catch (error) {
95	    console.error("Error creating template:", error);
96	    throw error;
97	  }
98	};
99	
100	// Update Product Template
101	export const updateProductTemplate = async (
102	  productId: number,
103	  templateId: number,
104	  updates: Partial<CreateTemplateRequest>
105	): Promise<ProductTemplate> => {
106	  try {
107	    const response = await api.put(`/templates/products/${productId}/${templateId}`, updates);
108	
109	    if (response.data.status === "success") {
110	      return response.data.data;
111	    } else {
112	      throw new Error(response.data.message || "Failed to update template");
113	    }
114	  } catch (error) {
115	    console.error("Error updating template:", error);
116	    throw error;
117	  }
118	};
119	
120	// Delete Product Template
121	export const deleteProductTemplate = async (
122	  productId: number,
123	  templateId: number
124	): Promise<void> => {
125	  try {
126	    const response = await api.delete(`/templates/products/${productId}/${templateId}`);
127	
128	    // Check for successful HTTP status codes (200-299)
129	    // 204 No Content is a successful response for DELETE operations
130	    if (response.status < 200 || response.status >= 300) {
131	      throw new Error(response.data?.message || "Failed to delete template");
132	    }
133	
134	    // If there's response data, also check the status field
135	    if (response.data && response.data.status && response.data.status !== "success") {
136	      throw new Error(response.data.message || "Failed to delete template");
137	    }
138	  } catch (error) {
139	    console.error("Error deleting template:", error);
140	    throw error;
141	  }
142	};
143	
144	// Render Template Preview
145	export const renderTemplate = async (
146	  templateId: number,
147	  options: RenderRequest = {}
148	): Promise<TemplateRenderResult> => {
149	  try {
150	    const response = await api.post(`/templates/render/${templateId}`, options);
151	
152	    if (response.data.status === "success") {
153	      return response.data.data;
154	    } else {
155	      throw new Error(response.data.message || "Failed to render template");
156	    }
157	  } catch (error) {
158	    console.error("Error rendering template:", error);
159	    throw error;
160	  }
161	};
162	
163	// Validate Template Content
164	export const validateTemplate = async (content: string): Promise<TemplateValidation> => {
165	  try {
166	    const response = await api.post("/templates/validate", { content });
167	
168	    if (response.data.status === "success") {
169	      return response.data.data;
170	    } else {
171	      throw new Error(response.data.message || "Failed to validate template");
172	    }
173	  } catch (error) {
174	    console.error("Error validating template:", error);
175	    throw error;
176	  }
177	};
178	
179	// Updated Library Templates API to match actual endpoints
180	export const fetchLibraryTemplates = async (
181	  options: {
182	    page?: number;
183	    limit?: number;
184	    templateType?: string;
185	    active?: boolean;
186	    isDefault?: boolean;
187	    search?: string;
188	  } = {}
189	): Promise<{
190	  templates: LibraryTemplate[];
191	  totalCount: number;
192	  totalPages: number;
193	  currentPage: number;
194	}> => {
195	  try {
196	    const params = new URLSearchParams();
197	    Object.entries(options).forEach(([key, value]) => {
198	      if (value !== undefined) params.set(key, value.toString());
199	    });
200	
201	    const response = await api.get(`/templates/library?${params}`);
202	
203	    if (response.data.status === "success") {
204	      return response.data.data;
205	    } else {
206	      throw new Error(response.data.message || "Failed to load template library");
207	    }
208	  } catch (error) {
209	    console.error("Error loading template library:", error);
210	    throw error;
211	  }
212	};
213	
214	// Get specific library template by ID
215	export const fetchLibraryTemplateById = async (templateId: number): Promise<LibraryTemplate> => {
216	  try {
217	    const response = await api.get(`/templates/library/${templateId}`);
218	
219	    if (response.data.status === "success") {
220	      return response.data.data;
221	    } else {
222	      throw new Error(response.data.message || "Failed to load template");
223	    }
224	  } catch (error) {
225	    console.error("Error loading template by ID:", error);
226	    throw error;
227	  }
228	};
229	
230	// ─── Bundle Template Endpoints ───────────────────────────────────────────────
231	
232	// Get Bundle Templates
233	export const fetchBundleTemplates = async (
234	  bundleId: number,
235	  options: {
236	    page?: number;
237	    limit?: number;
238	    templateType?: string;
239	    active?: boolean;
240	  } = {}
241	): Promise<{
242	  templates: ProductTemplate[];
243	  totalCount: number;
244	  totalPages: number;
245	  currentPage: number;
246	}> => {
247	  try {
248	    const params = new URLSearchParams();
249	    Object.entries(options).forEach(([key, value]) => {
250	      if (value !== undefined) params.set(key, value.toString());
251	    });
252	
253	    const response = await api.get(`/bundles/${bundleId}/templates?${params}`);
254	
255	    if (response.data.sta

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/types/template.ts"}

1	export interface TemplateType {
2	  value: string;
3	  label: string;
4	  description: string;
5	}
6	
7	export interface ProductTemplate {
8	  id: number;
9	  name: string;
10	  title: string;
11	  description?: string;
12	  templateType: string;
13	  content: string;
14	  contentType: string;
15	  version: number;
16	  active: boolean;
17	  productId: number;
18	  templateLibraryId?: number;
19	  organizationId: string;
20	  createdAt: string;
21	  updatedAt: string;
22	}
23	
24	export interface CreateTemplateRequest {
25	  name: string;
26	  title: string;
27	  description?: string;
28	  templateType: string;
29	  content: string;
30	  contentType?: string;
31	  active?: boolean;
32	  templateLibraryId?: number;
33	}
34	
35	export interface TemplateValidation {
36	  valid: boolean;
37	  errors?: string[];
38	  variables: string[];
39	}
40	
41	export interface TemplateRenderResult {
42	  rendered: string;
43	  format: string;
44	  templateId: number;
45	  templateName: string;
46	  renderedAt: string;
47	}
48	
49	export interface RenderRequest {
50	  context?: Record<string, unknown>;
51	  format?: "html" | "pdf";
52	}
53	
54	export interface TemplateVariable {
55	  category: string;
56	  vars: string[];
57	}
58	
59	export interface LibraryTemplate {
60	  id: number;
61	  name: string;
62	  title: string;
63	  description?: string;
64	  templateType: string;
65	  content: string;
66	  contentType: string;
67	  version: number;
68	  active: boolean;
69	  isDefault: boolean;
70	  organizationId: string;
71	  createdAt: string;
72	  updatedAt: string;
73	}
74	
75	export interface TemplateCreationStep {
76	  id: number;
77	  title: string;
78	  description: string;
79	  completed: boolean;
80	}
81	

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/types/template.ts","old_string":"export interface ProductTemplate {\n  id: number;\n  name: string;\n  title: string;\n  description?: string;\n  templateType: string;\n  content: string;\n  contentType: string;\n  version: number;\n  active: boolean;\n  productId: number;\n  templateLibraryId?: number;\n  organizationId: string;\n  createdAt: string;\n  updatedAt: string;\n}\n\nexport interface CreateTemplateRequest {\n  name: string;\n  title: string;\n  description?: string;\n  templateType: string;\n  content: string;\n  contentType?: string;\n  active?: boolean;\n  templateLibraryId?: number;\n}","new_string":"export interface ProductTemplate {\n  id: number;\n  name: string;\n  title: string;\n  description?: string;\n  templateType: string;\n  content: string;\n  contentType: string;\n  version: number;\n  active: boolean;\n  productId: number;\n  templateLibraryId?: number;\n  organizationId: string;\n  // null = product default; an outlet UUID = a per-outlet override (#263).\n  outletId?: string | null;\n  createdAt: string;\n  updatedAt: string;\n}\n\nexport interface CreateTemplateRequest {\n  name: string;\n  title: string;\n  description?: string;\n  templateType: string;\n  content: string;\n  contentType?: string;\n  active?: boolean;\n  templateLibraryId?: number;\n  // Set to create a per-outlet override of the product default (#263).\n  outletId?: string | null;\n}"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/types/template.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/services/templateService.ts","old_string":"export const fetchProductTemplates = async (\n  productId: number,\n  options: {\n    page?: number;\n    limit?: number;\n    templateType?: string;\n    active?: boolean;\n  } = {}\n): Promise<{","new_string":"export const fetchProductTemplates = async (\n  productId: number,\n  options: {\n    page?: number;\n    limit?: number;\n    templateType?: string;\n    active?: boolean;\n    // Omit for product defaults; pass an outlet UUID for that outlet's\n    // overrides (#263).\n    outletId?: string;\n  } = {}\n): Promise<{"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/services/templateService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesList.tsx"}

1	"use client";
2	
3	import React, { useState } from "react";
4	import { useRouter } from "next/navigation";
5	
6	import { Edit, Trash2, Calendar, Filter, ChevronDown } from "lucide-react";
7	
8	import Pagination from "../../Pagination";
9	import { showErrorToast, showSuccessToast } from "../../Toast";
10	import { Button } from "../../ui/button";
11	import {
12	  Dialog,
13	  DialogContent,
14	  DialogDescription,
15	  DialogFooter,
16	  DialogHeader,
17	  DialogTitle,
18	} from "../../ui/dialog";
19	
20	import { deleteProductTemplate } from "@/app/services/templateService";
21	import { ProductTemplate, TemplateType } from "@/app/types/template";
22	import { useTranslation } from "@gangkharai/lmt/client";
23	
24	interface TemplatesListProps {
25	  templates: ProductTemplate[];
26	  templateTypes: TemplateType[];
27	  loading: boolean;
28	  selectedType: string;
29	  onTypeFilter: (type: string) => void;
30	  onDelete: (templateId: number) => void;
31	  productId: number;
32	  currentPage: number;
33	  totalPages: number;
34	  totalCount: number;
35	  onPageChange: (page: number) => void;
36	  deleteTemplateFn?: (entityId: number, templateId: number) => Promise<void>;
37	  getEditUrl?: (templateId: number) => string;
38	}
39	
40	const TemplatesList: React.FC<TemplatesListProps> = ({
41	  templates,
42	  templateTypes,
43	  loading,
44	  selectedType,
45	  onTypeFilter,
46	  onDelete,
47	  productId,
48	  currentPage,
49	  totalPages,
50	  totalCount,
51	  onPageChange,
52	  deleteTemplateFn,
53	  getEditUrl,
54	}) => {
55	  const t = useTranslation();
56	  const router = useRouter();
57	  const [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
58	  const [templateToDelete, setTemplateToDelete] = useState<ProductTemplate | null>(null);
59	  const [isDeleting, setIsDeleting] = useState(false);
60	  const [filterDropdownOpen, setFilterDropdownOpen] = useState(false);
61	
62	  const handleDeleteClick = (template: ProductTemplate) => {
63	    setTemplateToDelete(template);
64	    setDeleteDialogOpen(true);
65	  };
66	
67	  const handleConfirmDelete = async () => {
68	    if (!templateToDelete) return;
69	
70	    try {
71	      setIsDeleting(true);
72	      const deleteFn = deleteTemplateFn || deleteProductTemplate;
73	      await deleteFn(productId, templateToDelete.id);
74	      setDeleteDialogOpen(false);
75	      setTemplateToDelete(null);
76	      onDelete(templateToDelete.id);
77	      showSuccessToast(t("Template deleted successfully"));
78	    } catch (error) {
79	      console.error("Error deleting template:", error);
80	
81	      // Check if this is a constraint error (last active template)
82	      const errorMessage =
83	        (error as { response?: { data?: { message?: string } } })?.response?.data?.message ||
84	        (error as Error).message ||
85	        "";
86	
87	      if (
88	        errorMessage.toLowerCase().includes("only") ||
89	        errorMessage.toLowerCase().includes("last") ||
90	        errorMessage.toLowerCase().includes("active")
91	      ) {
92	        const templateTypeLabel = getTypeLabel(templateToDelete.templateType).toLowerCase();
93	        showErrorToast(
94	          t("You cannot delete this {templateType} template because it's the only active one for this product. Your product needs at least one active template of each type to function properly. Please create or activate another {templateType} template first, then you can delete this one.", { templateType: templateTypeLabel })
95	        );
96	      } else {
97	        showErrorToast(t("Failed to delete template"));
98	      }
99	    } finally {
100	      setIsDeleting(false);
101	    }
102	  };
103	
104	  const getTypeLabel = (typeValue: string): string => {
105	    const type = templateTypes.find((t) => t.value === typeValue);
106	    return type?.label || typeValue;
107	  };
108	
109	  const getStatusBadge = (active: boolean) => {
110	    if (active) {
111	      return (
112	        <span className="inline-flex items-center rounded-full bg-green-100 px-2.5 py-0.5 text-xs font-medium text-green-800">
113	          {t("Active")}
114	        </span>
115	      );
116	    } else {
117	      return (
118	        <span className="inline-flex items-center rounded-full bg-gray-100 px-2.5 py-0.5 text-xs font-medium text-gray-800">
119	          {t("Inactive")}
120	        </span>
121	      );
122	    }
123	  };
124	
125	  const formatDate = (dateString: string): string => {
126	    return new Date(dateString).toLocaleDateString("en-US", {
127	      year: "numeric",
128	      month: "short",
129	      day: "numeric",
130	    });
131	  };
132	
133	  if (loading) {
134	    return (
135	      <div className="flex items-center justify-center py-12">
136	        <div className="text-center">
137	          <div className="mb-4 h-8 w-8 animate-spin rounded-full border-4 border-blue-600 border-t-transparent"></div>
138	          <p className="text-gray-600">{t("Loading templates...")}</p>
139	        </div>
140	      </div>
141	    );
142	  }
143	
144	  return (
145	    <div className="space-y-6">
146	      {/* Filter Bar */}
147	      <div className="flex items-center justify-between">
148	        <div className="flex items-center space-x-4">
149	          <div className="relative">
150	            <Button
151	              variant="outline"
152	              onClick={() => setFilterDropdownOpen(!filterDropdownOpen)}
153	              className="flex items-center space-x-2"
154	            >
155	              <Filter className="h-4 w-4" />
156	              <span>{selectedType ? getTypeLabel(selectedType) : t("All Types")}</span>
157	              <ChevronDown className="h-4 w-4" />
158	            </Button>
159	
160	            {filterDropdownOpen && (
161	              <div className="absolute top-full left-0 z-10 mt-1 w-56 rounded-md border border-gray-200 bg-white shadow-lg">
162	                <div className="py-1">
163	                  <button
164	                    onClick={() => {
165	                      onTypeFilter("");
166	                      setFilterDropdownOpen(false);
167	                    }}
168	                    className={`block w-full px-4 py-2 text-left text-sm hover:bg-gray-100 ${
169	                      !selectedType ? "bg-blue-50 text-blue-700" : "text-gray-700"
170	                    }`}
171	                  >
172	                    {t("All Types")}
173	                  </button>
174	                  {templateTypes.map((type) => (
175	                    <button
176	                      key={type.value}
177	                      onClick={() => {
178	                        onTypeFilter(type.value);
179	                        setFilterDropdownOpen(false);
180	                      }}
181	                      className={`block w-full px-4 py-2 text-left text-sm hover:bg-gray-100 ${
182	                        selectedType === type.value ? "bg-blue-50 text-blue-700" : "text-gray-700"
183	                      }`}
184	                    >
185	                      {type.label}
186	                    </button>
187	                  ))}
188	                </div>
189	              </div>
190	            )}
191	          </div>
192	        </div>
193	
194	        <div className="text-sm text-gray-500">
195	          {t("Showing {count} of {total} templates", { count: templates.length, total: totalCount })}
196	        </div>
197	      </div>
198	
199	      {/* Templates Grid */}
200	      {templates.length === 0 ? (
201	        <div className="py-12 text-center">
202	          <div className="mx-auto h-24 w-24 text-gray-400">
203	            <svg fill="none" viewBox="0 0 24 24" stroke="currentColor">
204	              <path
205	                strokeLinecap="round"
206	                strokeLinejoin="round"
207	                strokeWidth={1}
208	                d="M9 12h6m-6 4h6m2 5H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z"
209	              />
210	            </svg>
2

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/types/outlet.ts"}

1	// Outlet (selling point: bank branch, dealership, merchant) — org-scoped.
2	// Mirrors the sherpa-api Outlet schema (GET/POST /v1/plus/outlets).
3	
4	export type OutletStatus = "active" | "inactive" | "archived";
5	
6	export interface OutletAddress {
7	  street?: string;
8	  city?: string;
9	  country?: string;
10	}
11	
12	export interface OutletBranding {
13	  logoUrl?: string;
14	  color?: string;
15	}
16	
17	export interface Outlet {
18	  id: string;
19	  organizationId: string;
20	  externalRef: string | null;
21	  name: string;
22	  status: OutletStatus;
23	  address?: OutletAddress | null;
24	  brandingMetadata?: OutletBranding | null;
25	  createdAt: string;
26	  updatedAt: string;
27	}
28	
29	// Body for PUT /v1/plus/products/{productId}/outlets and the matching GET response.
30	export interface ProductOutletAssignment {
31	  allOutlets: boolean;
32	  outlets: Outlet[];
33	}
34	
35	// One row of GET /v1/plus/financials/revenue/by-outlet. An "unattributed"
36	// bucket (null outlet) aggregates pre-outlet historical sales.
37	export interface OutletRevenue {
38	  outletId: string | null;
39	  outletName: string | null;
40	  outletExternalRef: string | null;
41	  grossRevenue: string;
42	  refunds: string;
43	  netRevenue: string;
44	  invoiceCount: number;
45	  policyCount: number;
46	}
47	
48	export interface RevenueByOutletResponse {
49	  status: "success";
50	  data: {
51	    byOutlet: OutletRevenue[];
52	    currency: string;
53	  };
54	}
55	

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx","content":"\"use client\";\n\nimport React, { useState, useEffect, useCallback } from \"react\";\nimport { useRouter } from \"next/navigation\";\n\nimport { Edit, Plus, RotateCcw, Layers } from \"lucide-react\";\n\nimport { showErrorToast, showSuccessToast } from \"../../Toast\";\nimport { Button } from \"../../ui/button\";\nimport {\n  Dialog,\n  DialogContent,\n  DialogDescription,\n  DialogFooter,\n  DialogHeader,\n  DialogTitle,\n} from \"../../ui/dialog\";\n\nimport {\n  fetchProductTemplates,\n  createProductTemplate,\n  deleteProductTemplate,\n} from \"@/app/services/templateService\";\nimport { ProductTemplate, TemplateType } from \"@/app/types/template\";\nimport { Outlet } from \"@/app/types/outlet\";\nimport { useTranslation } from \"@gangkharai/lmt/client\";\n\ninterface OutletTemplateOverridesProps {\n  productId: number;\n  outlet: Outlet;\n  templateTypes: TemplateType[];\n}\n\n// Per-outlet override manager for a single product (#263). For every active\n// product-default template it shows whether the selected outlet inherits the\n// default or overrides it, and lets the user customize (clone the default into\n// an outlet override) or reset (delete the override → re-inherit the default).\nconst OutletTemplateOverrides: React.FC<OutletTemplateOverridesProps> = ({\n  productId,\n  outlet,\n  templateTypes,\n}) => {\n  const t = useTranslation();\n  const router = useRouter();\n\n  const [defaults, setDefaults] = useState<ProductTemplate[]>([]);\n  const [overrides, setOverrides] = useState<ProductTemplate[]>([]);\n  const [loading, setLoading] = useState(true);\n  const [busyType, setBusyType] = useState<string | null>(null);\n  const [resetTarget, setResetTarget] = useState<ProductTemplate | null>(null);\n  const [isResetting, setIsResetting] = useState(false);\n\n  const load = useCallback(async () => {\n    try {\n      setLoading(true);\n      const [defaultRes, overrideRes] = await Promise.all([\n        fetchProductTemplates(productId, { page: 1, limit: 100, active: true }),\n        fetchProductTemplates(productId, { page: 1, limit: 100, outletId: outlet.id }),\n      ]);\n      setDefaults(defaultRes.templates);\n      setOverrides(overrideRes.templates);\n    } catch (error) {\n      console.error(\"Error loading outlet template overrides:\", error);\n      showErrorToast(t(\"Failed to load templates\"));\n    } finally {\n      setLoading(false);\n    }\n  }, [productId, outlet.id, t]);\n\n  useEffect(() => {\n    load();\n  }, [load]);\n\n  const getTypeLabel = (typeValue: string): string =>\n    templateTypes.find((type) => type.value === typeValue)?.label || typeValue;\n\n  // The override for a given default (matched on type + locale so localized\n  // defaults each get their own override row).\n  const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>\n    overrides.find(\n      (o) => o.templateType === def.templateType && o.active && (o as { locale?: string }).locale === (def as { locale?: string }).locale,\n    );\n\n  const handleCustomize = async (def: ProductTemplate) => {\n    try {\n      setBusyType(def.templateType);\n      const created = await createProductTemplate(productId, {\n        name: def.name,\n        title: def.title,\n        description: def.description,\n        templateType: def.templateType,\n        content: def.content,\n        contentType: def.contentType,\n        active: true,\n        outletId: outlet.id,\n      });\n      showSuccessToast(t(\"Override created for {outlet}\", { outlet: outlet.name }));\n      router.push(`/products/${productId}/templates/${created.id}`);\n    } catch (error) {\n      console.error(\"Error creating outlet override:\", error);\n      showErrorToast(t(\"Failed to create override\"));\n      setBusyType(null);\n    }\n  };\n\n  const handleConfirmReset = async () => {\n    if (!resetTarget) return;\n    try {\n      setIsResetting(true);\n      await deleteProductTemplate(productId, resetTarget.id);\n      showSuccessToast(t(\"Reset to product default\"));\n      setResetTarget(null);\n      await load();\n    } catch (error) {\n      console.error(\"Error resetting outlet override:\", error);\n      showErrorToast(t(\"Failed to reset override\"));\n    } finally {\n      setIsResetting(false);\n    }\n  };\n\n  const logoUrl = outlet.brandingMetadata?.logoUrl;\n  const color = outlet.brandingMetadata?.color;\n\n  if (loading) {\n    return (\n      <div className=\"flex items-center justify-center py-12\">\n        <div className=\"text-center\">\n          <div className=\"mb-4 h-8 w-8 animate-spin rounded-full border-4 border-blue-600 border-t-transparent\"></div>\n          <p className=\"text-gray-600\">{t(\"Loading templates...\")}</p>\n        </div>\n      </div>\n    );\n  }\n\n  return (\n    <div className=\"space-y-6\">\n      {/* Outlet branding header — the look-and-feel these overrides inherit. */}\n      <div className=\"flex items-center gap-4 rounded-lg border border-gray-200 bg-gray-50 p-4\">\n        {logoUrl ? (\n          // eslint-disable-next-line @next/next/no-img-element\n          <img\n            src={logoUrl}\n            alt={t(\"{outlet} logo\", { outlet: outlet.name })}\n            className=\"h-10 w-10 rounded object-contain\"\n          />\n        ) : (\n          <div\n            className=\"flex h-10 w-10 items-center justify-center rounded text-sm font-semibold text-white\"\n            style={{ backgroundColor: color || \"#6b7280\" }}\n          >\n            {outlet.name.charAt(0).toUpperCase()}\n          </div>\n        )}\n        <div className=\"min-w-0 flex-1\">\n          <p className=\"truncate font-medium text-gray-900\">{outlet.name}</p>\n          <p className=\"text-sm text-gray-500\">\n            {t(\"Documents below use this outlet's branding tokens ({logo}, {co

File created successfully at: /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template\necho \"=== outlet service? ===\"; fd -t f -i outlet app/services 2>/dev/null\necho \"=== how OutletsManager fetches outlets ===\"; rg -n \"api.get\\(.*outlets|fetchOutlets|/outlets\" app/components/outlets/OutletsManager.tsx | head\necho \"=== Outlet list response shape (data.data?) ===\"; rg -n \"response.data|setOutlets|\\.data\\b\" app/components/outlets/OutletsManager.tsx | head","description":"Check for outlet service + fetch pattern"}

=== outlet service? ===
=== how OutletsManager fetches outlets ===
93:      const res = await api.get<OutletsResponse>(`/outlets${query}`);
168:        await api.put(`/outlets/${editing.id}`, payload);
171:        await api.post(`/outlets`, payload);
188:      await api.delete(`/outlets/${archiveTarget.id}`);
=== Outlet list response shape (data.data?) ===
59:    if (response?.data?.message) return response.data.message;
67:  const [outlets, setOutlets] = useState<Outlet[]>([]);
94:      setOutlets(res.data.data || []);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template\nrg -n \"^import .*(api|Outlet|OutletsResponse)\" app/components/outlets/OutletsManager.tsx | head\necho \"=== OutletsResponse type def ===\"; rg -rn \"interface OutletsResponse|type OutletsResponse\" app | head","description":"Check api + Outlet import paths in OutletsManager"}

8:import api from "@/app/src/utils/api";
22:import { Outlet, OutletStatus } from "@/app/types/outlet";
=== OutletsResponse type def ===
app/components/outlets/OutletsManager.tsx:n {
app/components/products/ProductOutletsSection.tsx:n {

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx","old_string":"import TemplateCreationWizard from \"./TemplateCreationWizard\";\nimport TemplatesList from \"./TemplatesList\";\nimport { showErrorToast } from \"../../Toast\";\nimport { Button } from \"../../ui/button\";\n\nimport {\n  fetchProductTemplates,\n  fetchBundleTemplates,\n  fetchTemplateTypes,\n  deleteProductTemplate,\n  deleteBundleTemplate,\n  createProductTemplate,\n  createBundleTemplate,\n  updateProductTemplate,\n  updateBundleTemplate,\n} from \"@/app/services/templateService\";\nimport { ProductData } from \"@/app/types/product\";\nimport { ProductTemplate, TemplateType } from \"@/app/types/template\";\nimport { useTranslation } from \"@gangkharai/lmt/client\";","new_string":"import TemplateCreationWizard from \"./TemplateCreationWizard\";\nimport TemplatesList from \"./TemplatesList\";\nimport OutletTemplateOverrides from \"./OutletTemplateOverrides\";\nimport { showErrorToast } from \"../../Toast\";\nimport { Button } from \"../../ui/button\";\n\nimport {\n  fetchProductTemplates,\n  fetchBundleTemplates,\n  fetchTemplateTypes,\n  deleteProductTemplate,\n  deleteBundleTemplate,\n  createProductTemplate,\n  createBundleTemplate,\n  updateProductTemplate,\n  updateBundleTemplate,\n} from \"@/app/services/templateService\";\nimport api from \"@/app/src/utils/api\";\nimport { ProductData } from \"@/app/types/product\";\nimport { ProductTemplate, TemplateType } from \"@/app/types/template\";\nimport { Outlet } from \"@/app/types/outlet\";\nimport { useTranslation } from \"@gangkharai/lmt/client\";"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx","old_string":"  const [currentPage, setCurrentPage] = useState(1);\n  const [totalPages, setTotalPages] = useState(1);\n  const [totalCount, setTotalCount] = useState(0);\n\n  const isBundle = !!bundleId;","new_string":"  const [currentPage, setCurrentPage] = useState(1);\n  const [totalPages, setTotalPages] = useState(1);\n  const [totalCount, setTotalCount] = useState(0);\n  // Per-outlet override scope (#263): \"\" = product default; otherwise an outlet id.\n  const [outlets, setOutlets] = useState<Outlet[]>([]);\n  const [scopeOutletId, setScopeOutletId] = useState<string>(\"\");\n\n  const isBundle = !!bundleId;"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx","old_string":"  // Load initial data\n  useEffect(() => {\n    loadTemplateTypes();\n    loadTemplates();\n  }, [loadTemplates]);","new_string":"  // Load the org's active outlets so a product's templates can be overridden\n  // per outlet (#263). Bundles have no outlet override layer.\n  useEffect(() => {\n    if (isBundle) return;\n    let cancelled = false;\n    (async () => {\n      try {\n        const res = await api.get<{ data: Outlet[] }>(\"/outlets\");\n        if (!cancelled) {\n          setOutlets((res.data.data || []).filter((o) => o.status === \"active\"));\n        }\n      } catch (error) {\n        console.error(\"Error loading outlets:\", error);\n      }\n    })();\n    return () => {\n      cancelled = true;\n    };\n  }, [isBundle]);\n\n  // Load initial data\n  useEffect(() => {\n    loadTemplateTypes();\n    loadTemplates();\n  }, [loadTemplates]);"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx","old_string":"  return (\n    <div className=\"space-y-6\">\n      {/* Header */}\n      <div className=\"flex items-center justify-between border-b border-gray-200 pb-6\">\n        <div>\n          <h2 className=\"text-2xl font-bold text-gray-900\">{t(\"Templates\")}</h2>\n          <p className=\"text-sm text-gray-600\">\n            {t(\"Manage email, document, and notification templates for {productTitle}\", { productTitle: entityTitle })}\n          </p>\n        </div>\n        <Button onClick={handleCreateNew}>\n          <Plus className=\"mr-2 h-4 w-4\" />\n          {t(\"Create Template\")}\n        </Button>\n      </div>\n\n      {/* Templates List */}\n      <TemplatesList\n        templates={templates}\n        templateTypes={templateTypes}\n        loading={loading}\n        selectedType={selectedType}\n        onTypeFilter={handleTypeFilter}\n        onDelete={handleDelete}\n        productId={entityId}\n        currentPage={currentPage}\n        totalPages={totalPages}\n        totalCount={totalCount}\n        onPageChange={handlePageChange}\n        deleteTemplateFn={deleteTemplateFn}\n        getEditUrl={getEditUrl}\n      />\n    </div>\n  );\n};","new_string":"  const selectedOutlet = outlets.find((o) => o.id === scopeOutletId) || null;\n\n  return (\n    <div className=\"space-y-6\">\n      {/* Header */}\n      <div className=\"flex items-center justify-between border-b border-gray-200 pb-6\">\n        <div>\n          <h2 className=\"text-2xl font-bold text-gray-900\">{t(\"Templates\")}</h2>\n          <p className=\"text-sm text-gray-600\">\n            {t(\"Manage email, document, and notification templates for {productTitle}\", { productTitle: entityTitle })}\n          </p>\n        </div>\n        <div className=\"flex items-center gap-3\">\n          {!isBundle && outlets.length > 0 && (\n            <div className=\"flex items-center gap-2\">\n              <label htmlFor=\"template-scope\" className=\"text-sm font-medium text-gray-600\">\n                {t(\"Scope\")}\n              </label>\n              <select\n                id=\"template-scope\"\n                value={scopeOutletId}\n                onChange={(e) => setScopeOutletId(e.target.value)}\n                className=\"rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 focus:border-blue-500 focus:outline-none\"\n              >\n                <option value=\"\">{t(\"Product default\")}</option>\n                {outlets.map((o) => (\n                  <option key={o.id} value={o.id}>\n                    {o.name}\n                  </option>\n                ))}\n              </select>\n            </div>\n          )}\n          {!scopeOutletId && (\n            <Button onClick={handleCreateNew}>\n              <Plus className=\"mr-2 h-4 w-4\" />\n              {t(\"Create Template\")}\n            </Button>\n          )}\n        </div>\n      </div>\n\n      {scopeOutletId && selectedOutlet ? (\n        // Per-outlet override manager (#263)\n        <OutletTemplateOverrides\n          productId={entityId}\n          outlet={selectedOutlet}\n          templateTypes={templateTypes}\n        />\n      ) : (\n        <TemplatesList\n          templates={templates}\n          templateTypes={templateTypes}\n          loading={loading}\n          selectedType={selectedType}\n          onTypeFilter={handleTypeFilter}\n          onDelete={handleDelete}\n          productId={entityId}\n          currentPage={currentPage}\n          totalPages={totalPages}\n          totalCount={totalCount}\n          onPageChange={handlePageChange}\n          deleteTemplateFn={deleteTemplateFn}\n          getEditUrl={getEditUrl}\n        />\n      )}\n    </div>\n  );\n};"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/products/[id]/templates/[templateId]/page.tsx"}

1	// Processed for translation - checking for string literals
2	"use client";
3	
4	import React, { useState, useEffect } from "react";
5	import { useRouter } from "next/navigation";
6	
7	import AppLayout from "@/app/components/AppLayout";
8	import TemplateEditor from "@/app/components/products/templates/TemplateEditor";
9	import { ProtectedRoute } from "@/app/components/ProtectedRoute";
10	import { CRMOnlyRoute } from "@/app/components/UserTypeRoute";
11	import api from "@/app/src/utils/api";
12	import { ProductData } from "@/app/types/product";
13	import { ProductTemplate } from "@/app/types/template";
14	import { fetchProductTemplateById, fetchTemplateTypes } from "@/app/services/templateService";
15	import { TemplateType } from "@/app/types/template";
16	import { showErrorToast } from "@/app/components/Toast";
17	import { useLMT } from "@/lib/lmt/config";
18	
19	export default function ProductTemplateEditPage({
20	  params,
21	}: {
22	  params: { id: string; templateId: string };
23	}) {
24	  // Unwrap params using React.use() if it's a promise
25	  const unwrappedParams = params instanceof Promise ? React.use(params) : params;
26	  const productId = unwrappedParams?.id || "";
27	  const templateId = unwrappedParams?.templateId || "";
28	  const router = useRouter();
29	  const { t } = useLMT();
30	
31	  const isValidParams = Boolean(productId && templateId);
32	  const [product, setProduct] = useState<ProductData | null>(null);
33	  const [template, setTemplate] = useState<ProductTemplate | null>(null);
34	  const [templateTypes, setTemplateTypes] = useState<TemplateType[]>([]);
35	  const [loading, setLoading] = useState(isValidParams);
36	  const [error, setError] = useState<React.ReactNode | null>(
37	    isValidParams ? null : t("Invalid product or template ID")
38	  );
39	
40	  useEffect(() => {
41	    if (!isValidParams) {
42	      return;
43	    }
44	
45	    const fetchData = async () => {
46	      try {
47	        setLoading(true);
48	
49	        // Fetch product
50	        const productResponse = await api.get(`/products/${productId}`);
51	        setProduct(productResponse.data.data);
52	
53	        // Fetch template types
54	        const types = await fetchTemplateTypes();
55	        setTemplateTypes(types);
56	
57	        // Fetch template
58	        const templateData = await fetchProductTemplateById(
59	          parseInt(productId, 10),
60	          parseInt(templateId, 10)
61	        );
62	        setTemplate(templateData);
63	
64	        setLoading(false);
65	      } catch (error) {
66	        console.error("Error fetching data:", error);
67	        setError(t("Failed to load template details"));
68	        showErrorToast(t("Failed to load template details"));
69	        setLoading(false);
70	      }
71	    };
72	
73	    fetchData();
74	  }, [productId, templateId, isValidParams, t]);
75	
76	  const handleSave = (_savedTemplate: ProductTemplate) => {
77	    // Navigate back to templates list after saving
78	    router.push(`/products/${productId}/templates`);
79	  };
80	
81	  const handleCancel = () => {
82	    // Navigate back to templates list on cancel
83	    router.push(`/products/${productId}/templates`);
84	  };
85	
86	  if (loading) {
87	    return (
88	      <ProtectedRoute>
89	        <CRMOnlyRoute>
90	          <AppLayout>
91	            <div className="px-4 py-6 sm:px-0">
92	              <div className="overflow-hidden rounded-md bg-white shadow-md">
93	                <div className="flex h-64 items-center justify-center">
94	                  <div className="text-center">
95	                    <div className="mb-4 h-12 w-12 animate-spin rounded-full border-4 border-blue-600 border-t-transparent"></div>
96	                    <p className="text-gray-600">{t("Loading template...")}</p>
97	                  </div>
98	                </div>
99	              </div>
100	            </div>
101	          </AppLayout>
102	        </CRMOnlyRoute>
103	      </ProtectedRoute>
104	    );
105	  }
106	
107	  if (error || !product || !template) {
108	    return (
109	      <ProtectedRoute>
110	        <CRMOnlyRoute>
111	          <AppLayout>
112	            <div className="px-4 py-6 sm:px-0">
113	              <div className="overflow-hidden rounded-md bg-white shadow-md">
114	                <div className="p-6 text-center">
115	                  <p className="text-red-600">{error || t("Template not found")}</p>
116	                  <button
117	                    onClick={() => router.push(`/products/${productId}/templates`)}
118	                    className="mt-4 text-blue-600 hover:text-blue-800"
119	                  >
120	                    {t("← Back to Templates")}
121	                  </button>
122	                </div>
123	              </div>
124	            </div>
125	          </AppLayout>
126	        </CRMOnlyRoute>
127	      </ProtectedRoute>
128	    );
129	  }
130	
131	  return (
132	    <ProtectedRoute>
133	      <CRMOnlyRoute>
134	        <AppLayout>
135	          <div className="px-4 py-6 sm:px-0">
136	            <div className="overflow-hidden rounded-md bg-white shadow-md">
137	              <div className="p-6">
138	                <TemplateEditor
139	                  productId={parseInt(productId, 10)}
140	                  template={template}
141	                  templateTypes={templateTypes}
142	                  onSave={handleSave}
143	                  onCancel={handleCancel}
144	                />
145	              </div>
146	            </div>
147	          </div>
148	        </AppLayout>
149	      </CRMOnlyRoute>
150	    </ProtectedRoute>
151	  );
152	}
153	

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/products/[id]/templates/[templateId]/page.tsx","old_string":"            <div className=\"overflow-hidden rounded-md bg-white shadow-md\">\n              <div className=\"p-6\">\n                <TemplateEditor","new_string":"            {template.outletId && (\n              // Per-outlet override editing surface (#263): make the scope and\n              // the no-clobber guarantee explicit.\n              <div className=\"mb-4 flex items-start gap-2 rounded-md border border-blue-200 bg-blue-50 p-4 text-sm text-blue-800\">\n                <Layers className=\"mt-0.5 h-4 w-4 flex-shrink-0\" />\n                <span>\n                  {t(\"You're editing a per-outlet override. Saving changes only this outlet's document — the product default stays untouched.\")}\n                </span>\n              </div>\n            )}\n            <div className=\"overflow-hidden rounded-md bg-white shadow-md\">\n              <div className=\"p-6\">\n                <TemplateEditor"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/products/[id]/templates/[templateId]/page.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/products/[id]/templates/[templateId]/page.tsx","old_string":"import React, { useState, useEffect } from \"react\";\nimport { useRouter } from \"next/navigation\";\n\nimport AppLayout from \"@/app/components/AppLayout\";","new_string":"import React, { useState, useEffect } from \"react\";\nimport { useRouter } from \"next/navigation\";\n\nimport { Layers } from \"lucide-react\";\n\nimport AppLayout from \"@/app/components/AppLayout\";"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/products/[id]/templates/[templateId]/page.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template\nnpx tsc --noEmit 2>&1 | rg -v \"node_modules\" | head -40; echo \"tsc exit=${PIPESTATUS[0]}\"","description":"Run tsc --noEmit on portal"}

tsc exit=

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/config.ts","old_string":"  payment: { required: boolean; provider: string; paymentUiMode: 'redirect' | 'iframe' };\n  terms: AcceptanceTerm[];\n  translationOverrides?: Record<string, Record<string, string>> | null;\n  activeLocales?: string[] | null;\n}","new_string":"  payment: { required: boolean; provider: string; paymentUiMode: 'redirect' | 'iframe' };\n  terms: AcceptanceTerm[];\n  translationOverrides?: Record<string, Record<string, string>> | null;\n  activeLocales?: string[] | null;\n  // Outlet-resolved branding (logo + accent color); the API falls back to the\n  // organization default when the policy's outlet sets nothing (#263).\n  branding?: { logoUrl: string; brandColor: string; brandName: string } | null;\n}"}

The file /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/config.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx","old_string":"  const { acceptance, pricingData, terms, productName, quoteId, paymentFrequency } = acceptanceData;","new_string":"  const { acceptance, pricingData, terms, productName, quoteId, paymentFrequency, branding } = acceptanceData;"}

The file /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx","old_string":"  return (\n    <div className='acceptance-page'>\n      <div className='acceptance-layout'>\n      <article className='acceptance-main'>\n        <header>\n          <hgroup>\n            <h2>{acceptance.title ? tDynamic(acceptance.title) : t('Review and accept')}</h2>\n            {acceptance.subtitle && <p>{tDynamic(acceptance.subtitle)}</p>}\n          </hgroup>\n        </header>","new_string":"  // Per-outlet branding (#263): tint the screen with the outlet's accent color\n  // and show its logo, so two outlets on one product render distinct identities.\n  const brandStyle = branding?.brandColor\n    ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)\n    : undefined;\n\n  return (\n    <div className='acceptance-page' style={brandStyle}>\n      <div className='acceptance-layout'>\n      <article className='acceptance-main'>\n        <header>\n          {branding?.logoUrl && (\n            <img\n              className='acceptance-brand-logo'\n              src={branding.logoUrl}\n              alt={branding.brandName || productName}\n            />\n          )}\n          <hgroup>\n            <h2>{acceptance.title ? tDynamic(acceptance.title) : t('Review and accept')}</h2>\n            {acceptance.subtitle && <p>{tDynamic(acceptance.subtitle)}</p>}\n          </hgroup>\n        </header>"}

The file /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template\necho \"=== tail of AcceptancePage.css ===\"; tail -5 src/components/AcceptancePage.css; echo \"=== header rule exists? ===\"; rg -n \"acceptance-main header|acceptance-brand|header\\s*\\{\" src/components/AcceptancePage.css | head","description":"Inspect AcceptancePage.css"}

=== tail of AcceptancePage.css ===
}

.acceptance-actions .acceptance-accept {
  flex: 1 1 auto;
}
=== header rule exists? ===

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template\ncat >> src/components/AcceptancePage.css <<'EOF'\n\n/* Per-outlet branding logo on the acceptance screen (#263). */\n.acceptance-main header .acceptance-brand-logo {\n  display: block;\n  max-height: 48px;\n  max-width: 200px;\n  width: auto;\n  object-fit: contain;\n  margin-bottom: 1rem;\n}\nEOF\necho \"appended\"; tail -10 src/components/AcceptancePage.css","description":"Append logo CSS rule"}

appended

/* Per-outlet branding logo on the acceptance screen (#263). */
.acceptance-main header .acceptance-brand-logo {
  display: block;
  max-height: 48px;
  max-width: 200px;
  width: auto;
  object-fit: contain;
  margin-bottom: 1rem;
}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template\nnpx tsc --noEmit 2>&1 | rg -v \"node_modules\" | head -30; echo \"tsc exit=${PIPESTATUS[0]}\"","description":"Run tsc --noEmit on embed"}

tsc exit=

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\necho \"=== api test dirs ===\"; fd -t d . tests 2>/dev/null | head -20\necho \"=== outlet / template / acceptance specs ===\"; fd -t f . tests 2>/dev/null | rg -i \"outlet|template|acceptance\" | head -20\necho \"=== playwright projects (api) ===\"; rg -n \"name:|testDir|testMatch\" playwright.config.ts 2>/dev/null | head -40","description":"Explore sherpa-test structure for relevant specs"}

=== api test dirs ===
tests/embed-translations/
tests/embed-translations/helpers/
tests/flows/
tests/multi-currency/
tests/multi-currency/helpers/
tests/payments/
tests/payments/helpers/
tests/plus-insurance/
tests/plus-insurance/helpers/
tests/utils/
tests/widget/
=== outlet / template / acceptance specs ===
tests/plus-insurance/09-outlets-and-attribution.spec.ts
=== playwright projects (api) ===
11:  testDir: './tests',
31:      name: 'plus-insurance',
32:      testMatch: /plus-insurance\/.*\.spec\.ts/,
38:      name: 'embed-translations',
39:      testMatch: /embed-translations\/.*\.spec\.ts/,
50:      name: 'payments',
51:      testMatch: /payments\/.*\.spec\.ts/,
57:      name: 'multi-currency',
58:      testMatch: /multi-currency\/.*\.spec\.ts/,
64:      name: 'widget',
65:      testMatch: /widget\/.*\.spec\.ts/,
71:      name: 'api',
72:      testMatch: /security\.spec\.ts/,
76:      name: 'customer-auth',
77:      testMatch: /customer-auth\.spec\.ts/,
82:      name: 'frontend-security',
83:      testMatch: /security-frontend\.spec\.ts/,
87:      name: 'setup', 
88:      testMatch: /.*\.setup\.ts/,
95:      name: 'chromium',
96:      testMatch: /.*\.spec\.ts/,
106:      name: 'firefox',
107:      testMatch: /.*\.spec\.ts/,
117:      name: 'webkit',
118:      testMatch: /.*\.spec\.ts/,
129:    //   name: 'Mobile Chrome',
133:    //   name: 'Mobile Safari',
139:    //   name: 'Microsoft Edge',
143:    //   name: 'Google Chrome',

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/09-outlets-and-attribution.spec.ts"}

1	import { test, expect, type APIRequestContext } from '@playwright/test';
2	import { ApiClient } from './helpers/api-client';
3	import { ORGANIZATION_ID, productData } from './helpers/test-data';
4	import { getApiUrl } from '../utils/urls';
5	
6	const API_URL = getApiUrl();
7	const CLIENT_ID = process.env.SHERPA_TEST_CLIENT_ID!;
8	const CLIENT_SECRET = process.env.SHERPA_TEST_CLIENT_SECRET!;
9	
10	// Unique per run so re-runs don't collide on the (org, externalRef) unique index.
11	const runId = Date.now();
12	const refA = `oslo_${runId}`;
13	const refB = `bergen_${runId}`;
14	
15	const newClient = (request: APIRequestContext) =>
16	  new ApiClient(request, API_URL, CLIENT_ID, CLIENT_SECRET);
17	
18	test.describe.serial('Outlets — CRUD, per-product assignment & revenue attribution (#456)', () => {
19	  let outletAId: string;
20	  let outletBId: string;
21	  let productId: number;
22	
23	  test('creates an outlet', async ({ request }) => {
24	    const client = newClient(request);
25	    const res = await client.post('/v1/plus/outlets', {
26	      name: `Nordbank Oslo ${runId}`,
27	      externalRef: refA,
28	      status: 'active',
29	      address: { city: 'Oslo', country: 'NO' },
30	    });
31	    expect(res.status()).toBe(201);
32	    const body = await res.json();
33	    expect(body.status).toBe('success');
34	    expect(body.data.id).toBeTruthy();
35	    expect(body.data.name).toBe(`Nordbank Oslo ${runId}`);
36	    expect(body.data.externalRef).toBe(refA);
37	    expect(body.data.status).toBe('active');
38	    expect(body.data.organizationId).toBe(ORGANIZATION_ID);
39	    outletAId = body.data.id;
40	  });
41	
42	  test('creates a second outlet', async ({ request }) => {
43	    const client = newClient(request);
44	    const res = await client.post('/v1/plus/outlets', {
45	      name: `Nordbank Bergen ${runId}`,
46	      externalRef: refB,
47	      status: 'active',
48	    });
49	    expect(res.status()).toBe(201);
50	    outletBId = (await res.json()).data.id;
51	    expect(outletBId).toBeTruthy();
52	  });
53	
54	  test('rejects a duplicate external ref within the organization', async ({ request }) => {
55	    const client = newClient(request);
56	    client.expectErrors = true;
57	    const res = await client.post('/v1/plus/outlets', { name: 'Duplicate ref', externalRef: refA });
58	    expect(res.status()).toBeGreaterThanOrEqual(400);
59	  });
60	
61	  test('lists org outlets and filters by search', async ({ request }) => {
62	    const client = newClient(request);
63	    const all = await client.get('/v1/plus/outlets');
64	    expect(all.status()).toBe(200);
65	    const allBody = await all.json();
66	    const ids = allBody.data.map((o: { id: string }) => o.id);
67	    expect(ids).toContain(outletAId);
68	    expect(ids).toContain(outletBId);
69	    // Org-scoped: never leak another org's outlets.
70	    expect(allBody.data.every((o: { organizationId: string }) => o.organizationId === ORGANIZATION_ID)).toBe(true);
71	
72	    const search = await client.get(`/v1/plus/outlets?search=${refA}`);
73	    const searchBody = await search.json();
74	    expect(searchBody.data.some((o: { id: string }) => o.id === outletAId)).toBe(true);
75	    expect(searchBody.data.some((o: { id: string }) => o.id === outletBId)).toBe(false);
76	  });
77	
78	  test('reads and updates an outlet', async ({ request }) => {
79	    const client = newClient(request);
80	    const get = await client.get(`/v1/plus/outlets/${outletAId}`);
81	    expect(get.status()).toBe(200);
82	    expect((await get.json()).data.id).toBe(outletAId);
83	
84	    const updated = await client.put(`/v1/plus/outlets/${outletAId}`, { name: `Nordbank Oslo Sentrum ${runId}` });
85	    expect(updated.status()).toBe(200);
86	    expect((await updated.json()).data.name).toBe(`Nordbank Oslo Sentrum ${runId}`);
87	  });
88	
89	  test('assigns multiple outlets to one product — no product duplication', async ({ request }) => {
90	    const client = newClient(request);
91	    const prodRes = await client.post('/v1/plus/products', {
92	      ...productData,
93	      productName: `outlet_assign_${runId}`,
94	      productTitle: `Outlet Assignment Product ${runId}`,
95	    });
96	    expect(prodRes.status()).toBe(201);
97	    productId = (await prodRes.json()).data.id;
98	
99	    // Default: sellable by all outlets (no explicit assignment).
100	    const initial = await client.get(`/v1/plus/products/${productId}/outlets`);
101	    expect(initial.status()).toBe(200);
102	    expect((await initial.json()).data.allOutlets).toBe(true);
103	
104	    // Restrict to a specific set.
105	    const assign = await client.put(`/v1/plus/products/${productId}/outlets`, {
106	      allOutlets: false,
107	      outletIds: [outletAId, outletBId],
108	    });
109	    expect(assign.status()).toBe(200);
110	    const assignBody = await assign.json();
111	    expect(assignBody.data.allOutlets).toBe(false);
112	    expect(assignBody.data.outlets.map((o: { id: string }) => o.id).sort()).toEqual([outletAId, outletBId].sort());
113	
114	    // Read back reflects the assignment.
115	    const after = await client.get(`/v1/plus/products/${productId}/outlets`);
116	    const afterBody = await after.json();
117	    expect(afterBody.data.allOutlets).toBe(false);
118	    expect(afterBody.data.outlets.length).toBe(2);
119	  });
120	
121	  test('resets a product back to all outlets', async ({ request }) => {
122	    const client = newClient(request);
123	    const reset = await client.put(`/v1/plus/products/${productId}/outlets`, { allOutlets: true });
124	    expect(reset.status()).toBe(200);
125	    expect((await reset.json()).data.allOutlets).toBe(true);
126	  });
127	
128	  test('returns a revenue-by-outlet breakdown', async ({ request }) => {
129	    const client = newClient(request);
130	    const endDate = new Date().toISOString().split('T')[0];
131	    const res = await client.get(
132	      `/v1/plus/financials/revenue/by-outlet?startDate=2025-01-01&endDate=${endDate}&currency=USD`
133	    );
134	    expect(res.status()).toBe(200);
135	    const body = await res.json();
136	    expect(body.status).toBe('success');
137	    expect(Array.isArray(body.data.byOutlet)).toBe(true);
138	    expect(body.data.currency).toBe('USD');
139	  });
140	
141	  test('archives an outlet (soft retire) and preserves it for reporting', async ({ request }) => {
142	    // DELETE carries no body, so send only the auth header (a JSON content-type
143	    // with an empty body is rejected) — matches the backend apitest pattern.
144	    const auth = { Authorization: `Client ${CLIENT_ID}:${CLIENT_SECRET}` };
145	    const del = await request.delete(`${API_URL}/v1/plus/outlets/${outletBId}`, { headers: auth });
146	    expect(del.status()).toBe(204);
147	
148	    const get = await newClient(request).get(`/v1/plus/outlets/${outletBId}`);
149	    expect(get.status()).toBe(200);
150	    expect((await get.json()).data.status).toBe('archived');
151	
152	    // Tidy up the other outlet created by this run.
153	    await request.delete(`${API_URL}/v1/plus/outlets/${outletAId}`, { headers: auth });
154	  });
155	});
156	

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== customer template routes registration ===\"; rg -rn \"getProductTemplateHtml|/:templateType/html|customerTemplateRoutes|registerRoutes.*customerTemplate\" src/routes src/app.ts src/server* 2>/dev/null | head\necho \"=== where customerTemplateRoutes mounted (prefix) ===\"; rg -rn \"customerTemplate\" src --glob '!*.apitest.ts' | rg -i \"register|prefix|import\" | head","description":"Find customer template HTML route path + prefix + auth"}

=== customer template routes registration ===
(eval):2: no matches found: src/server*
=== where customerTemplateRoutes mounted (prefix) ===
src/routes/customerTemplateRoutes.ts:import { productTemplateParamsSchema, productTemplateQuerystringSchema, quoteTemplateParamsSchema, bundleQuoteTemplateParamsSchema } from '@/schemas/n.schemas.js';
src/routes.ts:import { nRoutes } from '@/routes/nRoutes.js';
src/routes.ts:  await app.register(nRoutes, { prefix: '/v1/templates' });

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/routes/customerTemplateRoutes.ts"}

1	import { FastifyInstance, FastifyPluginAsync } from 'fastify';
2	import {
3	  getProductTemplateHtml,
4	  getProductTemplate,
5	  getBundleQuoteTemplates,
6	} from '../controllers/customerTemplateController.js';
7	import { productTemplateParamsSchema, productTemplateQuerystringSchema, quoteTemplateParamsSchema, bundleQuoteTemplateParamsSchema } from '@/schemas/customerTemplate.schemas.js';
8	
9	export const customerTemplateRoutes: FastifyPluginAsync = async (fastify: FastifyInstance) => {
10	
11	
12	  fastify.get(
13	    '/products/:productId/:templateType/html',
14	    {
15	      preHandler: [fastify.authenticate],
16	      schema: {
17	        hide: true,
18	        description:
19	          'Internal — used by sherpa-portal/sherpa-embed to render a product\'s active customer-facing template (terms, certificate, email body, etc.) as HTML. Resolves the locale from the `locale` query parameter or the request\'s Accept-Language header, falling back to the locale chain (e.g. en_US -> en). Returns either the inner body HTML (`format=embed`, default) for inline rendering or the full HTML document (`format=full`).',
20	        tags: ['Sherpa Plus — Customer Templates'],
21	        security: [{ Bearer: [] }],
22	        params: productTemplateParamsSchema,
23	        querystring: productTemplateQuerystringSchema,
24	        response: {
25	          200: {
26	            type: 'string',
27	            description:
28	              'Raw HTML. When `format=embed`, only the contents of <body> are returned so the markup can be inlined into another page. When `format=full`, the full HTML document is returned.',
29	          },
30	        },
31	      },
32	    },
33	    getProductTemplateHtml as any
34	  );
35	
36	  // Bundle-level endpoint to get all product templates by bundleQuoteId
37	  fastify.get(
38	    '/quotes/bundle/:bundleQuoteId',
39	    {
40	      preHandler: [fastify.authenticate],
41	      schema: {
42	        hide: true,
43	        description:
44	          'Internal — used by sherpa-portal/sherpa-embed to fetch all active templates for every product in a bundle quote, grouped by product name. Honours the request locale chain when picking which template variant to return per product+templateType. Each template entry may include a `termsConfig` block when the product\'s policy declares one.',
45	        tags: ['Sherpa Plus — Customer Templates'],
46	        security: [{ clientCredentials: [] }],
47	        params: bundleQuoteTemplateParamsSchema,
48	        response: {
49	          200: {
50	            type: 'object',
51	            additionalProperties: true,
52	            properties: {
53	              status: {
54	                type: 'string',
55	                description: 'Always "success" on 200 responses.',
56	                example: 'success',
57	              },
58	              data: {
59	                type: 'object',
60	                additionalProperties: true,
61	                description:
62	                  'Templates grouped by product name. Each value is an array of ProductTemplate JSON objects (one per templateType) with an optional `termsConfig` field when configured.',
63	              },
64	            },
65	          },
66	        },
67	      },
68	    },
69	    getBundleQuoteTemplates
70	  );
71	
72	  // Client-level endpoint to get product template by quoteId and templateId
73	  fastify.get(
74	    '/quotes/:quoteId/:templateId',
75	    {
76	      preHandler: [fastify.authenticate],
77	      schema: {
78	        hide: true,
79	        description:
80	          'Internal — used by sherpa-portal/sherpa-embed to fetch a single ProductTemplate scoped to a quote. Accepts either a UUID quoteId (resolves through QuoteSession with client-scope enforcement) or a numeric Quote ID (resolves directly). Also looks up the linked PolicyParameter `termsConfig` so terms acceptance UI can be configured client-side.',
81	        tags: ['Sherpa Plus — Customer Templates'],
82	        security: [{ clientCredentials: [] }],
83	        params: quoteTemplateParamsSchema,
84	        response: {
85	          200: {
86	            type: 'object',
87	            additionalProperties: true,
88	            properties: {
89	              status: {
90	                type: 'string',
91	                description: 'Always "success" on 200 responses.',
92	                example: 'success',
93	              },
94	              data: {
95	                type: 'object',
96	                additionalProperties: true,
97	                description: 'Full ProductTemplate record (includes content, contentType, locale, libraryTemplate join).',
98	              },
99	              termsConfig: {
100	                type: ['object', 'null'],
101	                additionalProperties: true,
102	                description:
103	                  'Terms-acceptance config copied from the matching PolicyParameter. Null when the template is not bound to a terms parameter.',
104	              },
105	            },
106	          },
107	        },
108	      },
109	    },
110	    getProductTemplate
111	  );
112	};
113	

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/schemas/customerTemplate.schemas.ts"}

1	/**
2	 * Shared schemas for customer template related endpoints
3	 */
4	
5	import { Type, type Static } from '@sinclair/typebox';
6	
7	const templateTypeEnum = [
8	    'insurance_certificate',
9	    'welcome_email',
10	    'renewal_email',
11	    'policy_confirmation_email',
12	    'claim_notification_email',
13	    'claim_status_change_email',
14	    'claim_message_email',
15	    'renewal_reminder_email',
16	    'cancellation_email',
17	    'terms_conditions',
18	    'privacy_policy',
19	    'policy_documents',
20	    'claims_instructions',
21	    'suspension_email',
22	    'reinstatement_email',
23	];
24	
25	export const productTemplateParamsSchema = Type.Object({
26	    productId: Type.String({ description: 'The ID of the product', example: '42' }),
27	    templateType: Type.String({
28	        enum: templateTypeEnum,
29	        description: 'The type of template to retrieve',
30	        example: 'policy_confirmation_email',
31	    }),
32	});
33	
34	export type ProductTemplateParams = Static<typeof productTemplateParamsSchema>;
35	
36	export const productTemplateQuerystringSchema = Type.Object({
37	    format: Type.Optional(
38	        Type.String({
39	            enum: ['full', 'embed'],
40	            description: 'HTML format: "embed" for inserting into existing pages (default), "full" for complete HTML document',
41	            example: 'embed',
42	        }),
43	    ),
44	    locale: Type.Optional(
45	        Type.String({
46	            maxLength: 10,
47	            description: 'Locale code (e.g., en, es, pt_BR). Falls back to locale header, then en',
48	            example: 'en',
49	        }),
50	    ),
51	});
52	
53	export type ProductTemplateQuerystring = Static<typeof productTemplateQuerystringSchema>;
54	
55	export const quoteTemplateParamsSchema = Type.Object({
56	    quoteId: Type.String({
57	        description: 'The ID of the quote',
58	        example: '7ccf8ee2-56b1-449e-b54a-34e03356e352',
59	    }),
60	    templateId: Type.String({
61	        description: 'The ID of the template',
62	        example: '550e8400-e29b-41d4-a716-446655440000',
63	    }),
64	});
65	
66	export type QuoteTemplateParams = Static<typeof quoteTemplateParamsSchema>;
67	
68	export const bundleQuoteTemplateParamsSchema = Type.Object({
69	    bundleQuoteId: Type.String({
70	        format: 'uuid',
71	        description: 'The bundle quote session ID',
72	        example: '550e8400-e29b-41d4-a716-446655440000',
73	    }),
74	});
75	
76	export type BundleQuoteTemplateParams = Static<typeof bundleQuoteTemplateParamsSchema>;
77	

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/schemas/customerTemplate.schemas.ts","old_string":"    locale: Type.Optional(\n        Type.String({\n            maxLength: 10,\n            description: 'Locale code (e.g., en, es, pt_BR). Falls back to locale header, then en',\n            example: 'en',\n        }),\n    ),\n});\n\nexport type ProductTemplateQuerystring = Static<typeof productTemplateQuerystringSchema>;","new_string":"    locale: Type.Optional(\n        Type.String({\n            maxLength: 10,\n            description: 'Locale code (e.g., en, es, pt_BR). Falls back to locale header, then en',\n            example: 'en',\n        }),\n    ),\n    outletId: Type.Optional(\n        Type.String({\n            format: 'uuid',\n            description: 'Resolve the template for this outlet: the outlet override is returned when present, otherwise the product default (#263).',\n            example: '550e8400-e29b-41d4-a716-446655440000',\n        }),\n    ),\n});\n\nexport type ProductTemplateQuerystring = Static<typeof productTemplateQuerystringSchema>;"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/schemas/customerTemplate.schemas.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\necho \"=== ApiClient methods ===\"; rg -n \"async (get|post|put|delete)\\b|expectErrors|class ApiClient|): Promise\" tests/plus-insurance/helpers/api-client.ts | head -20\necho \"=== test-data exports ===\"; rg -n \"export const (productData|ORGANIZATION_ID)\" tests/plus-insurance/helpers/test-data.ts | head\necho \"=== SHERPA_TEST_CLIENT_ID in env? ===\"; rg -n \"SHERPA_TEST_CLIENT_ID|SHERPA_TEST_CLIENT_SECRET\" .env | sed 's/=.*/=***/' ","description":"Verify ApiClient methods + test-data + client creds env"}

=== ApiClient methods ===
rg: regex parse error:
    (?:async (get|post|put|delete)\b|expectErrors|class ApiClient|): Promise)
                                                                            ^
error: unopened group
=== test-data exports ===
1:export const ORGANIZATION_ID = '22222222-2222-2222-2222-222222222222';
4:export const productData = {
=== SHERPA_TEST_CLIENT_ID in env? ===
25:SHERPA_TEST_CLIENT_ID=***
26:SHERPA_TEST_CLIENT_SECRET=***

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\nrg -n \"async (get|post|put|delete)|expectErrors|class ApiClient\" tests/plus-insurance/helpers/api-client.ts | head -20","description":"Inspect ApiClient public methods"}

25:export class ApiClient {
27:  expectErrors = false;
43:  async post(endpoint: string, data: any) {
47:    return logIfFailed(response, 'POST', url, headers, data, this.expectErrors);
54:    return logIfFailed(response, 'PATCH', url, headers, data, this.expectErrors);
57:  async put(endpoint: string, data: any) {
61:    return logIfFailed(response, 'PUT', url, headers, data, this.expectErrors);
64:  async get(endpoint: string) {
68:    return logIfFailed(response, 'GET', url, headers, undefined, this.expectErrors);
71:  async delete(endpoint: string) {
75:    return logIfFailed(response, 'DELETE', url, headers, undefined, this.expectErrors);
81:  expectErrors = false;
98:  async post(endpoint: string, data: any) {
102:    return logIfFailed(response, 'POST', url, headers, data, this.expectErrors);
105:  async get(endpoint: string) {
109:    return logIfFailed(response, 'GET', url, headers, undefined, this.expectErrors);
112:  async getAllowPdf(endpoint: string) {
116:    return logIfFailed(response, 'GET', url, headers, undefined, this.expectErrors);

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/10-per-outlet-templates.spec.ts","content":"import { test, expect, type APIRequestContext } from '@playwright/test';\nimport { ApiClient } from './helpers/api-client';\nimport { productData } from './helpers/test-data';\nimport { getApiUrl } from '../utils/urls';\n\n// Per-outlet document/template overrides within ONE product (#263).\n// Proves the fallback chain (outlet override → product default) at resolve time\n// and that editing the product default never clobbers an outlet override.\n\nconst API_URL = getApiUrl();\nconst CLIENT_ID = process.env.SHERPA_TEST_CLIENT_ID!;\nconst CLIENT_SECRET = process.env.SHERPA_TEST_CLIENT_SECRET!;\nconst AUTH = { Authorization: `Client ${CLIENT_ID}:${CLIENT_SECRET}` };\n\nconst runId = Date.now();\nconst TYPE = 'terms_conditions';\nconst DEFAULT_V1 = `DEFAULT-TERMS-${runId}-v1`;\nconst DEFAULT_V2 = `DEFAULT-TERMS-${runId}-v2`;\nconst OSLO = `OSLO-TERMS-${runId}`;\nconst BERGEN = `BERGEN-TERMS-${runId}`;\n\nconst newClient = (request: APIRequestContext) =>\n  new ApiClient(request, API_URL, CLIENT_ID, CLIENT_SECRET);\n\nconst termsBody = (marker: string) => ({\n  name: `terms_${runId}`,\n  title: `Terms & Conditions ${runId}`,\n  templateType: TYPE,\n  content: `<html><body><section class=\"terms\">${marker}</section></body></html>`,\n  contentType: 'html',\n  active: true,\n});\n\n// Resolve the active terms template for a product, optionally for an outlet.\n// This is the exact endpoint sherpa-portal/sherpa-embed render from, so it\n// exercises the real outlet→default fallback used at send/render time.\nconst resolveTerms = (client: ApiClient, productId: number, outletId?: string) => {\n  const q = outletId ? `?format=full&outletId=${outletId}` : `?format=full`;\n  return client.get(`/v1/templates/products/${productId}/${TYPE}/html${q}`);\n};\n\ntest.describe.serial('Per-outlet document templates — override & fallback (#263)', () => {\n  let productId: number;\n  let outletA: string;\n  let outletB: string;\n  let outletC: string;\n  let defaultId: number;\n  let overrideAId: number;\n  let overrideBId: number;\n\n  test('setup: one product, three outlets, one product-default terms template', async ({ request }) => {\n    const client = newClient(request);\n\n    const prod = await client.post('/v1/plus/products', {\n      ...productData,\n      productName: `outlet_tmpl_${runId}`,\n      productTitle: `Outlet Templates ${runId}`,\n    });\n    expect(prod.status()).toBe(201);\n    productId = (await prod.json()).data.id;\n\n    const mk = async (ref: string) => {\n      const res = await client.post('/v1/plus/outlets', {\n        name: `${ref} ${runId}`,\n        externalRef: `${ref}_${runId}`,\n        status: 'active',\n        brandingMetadata: { logoUrl: `https://example.test/${ref}.png`, color: '#123456' },\n      });\n      expect(res.status()).toBe(201);\n      return (await res.json()).data.id as string;\n    };\n    outletA = await mk('oslo');\n    outletB = await mk('bergen');\n    outletC = await mk('trondheim');\n\n    const def = await client.post(`/v1/plus/templates/products/${productId}`, termsBody(DEFAULT_V1));\n    expect(def.status()).toBe(201);\n    const defBody = await def.json();\n    defaultId = defBody.data.id;\n    // A product default carries no outlet attribution.\n    expect(defBody.data.outletId == null).toBe(true);\n  });\n\n  test('creates per-outlet overrides for A and B without duplicating the product', async ({ request }) => {\n    const client = newClient(request);\n\n    const a = await client.post(`/v1/plus/templates/products/${productId}`, { ...termsBody(OSLO), outletId: outletA });\n    expect(a.status()).toBe(201);\n    const aBody = await a.json();\n    overrideAId = aBody.data.id;\n    expect(aBody.data.outletId).toBe(outletA);\n    // Same product, distinct row from the default — no product duplication.\n    expect(aBody.data.productId).toBe(productId);\n    expect(aBody.data.id).not.toBe(defaultId);\n\n    const b = await client.post(`/v1/plus/templates/products/${productId}`, { ...termsBody(BERGEN), outletId: outletB });\n    expect(b.status()).toBe(201);\n    overrideBId = (await b.json()).data.id;\n  });\n\n  test('list scope separates product defaults from per-outlet overrides', async ({ request }) => {\n    const client = newClient(request);\n\n    const defaults = await client.get(`/v1/plus/templates/products/${productId}?page=1&limit=50`);\n    expect(defaults.status()).toBe(200);\n    const dRows = (await defaults.json()).data.templates as Array<{ id: number; outletId: string | null }>;\n    expect(dRows.every((t) => t.outletId == null)).toBe(true);\n    expect(dRows.some((t) => t.id === defaultId)).toBe(true);\n    expect(dRows.some((t) => t.id === overrideAId)).toBe(false);\n\n    const aRows = (await (await client.get(`/v1/plus/templates/products/${productId}?page=1&limit=50&outletId=${outletA}`)).json()).data.templates as Array<{ id: number; outletId: string | null }>;\n    expect(aRows.every((t) => t.outletId === outletA)).toBe(true);\n    expect(aRows.some((t) => t.id === overrideAId)).toBe(true);\n\n    // Outlet C has no overrides — it inherits everything.\n    const cRows = (await (await client.get(`/v1/plus/templates/products/${productId}?page=1&limit=50&outletId=${outletC}`)).json()).data.templates as unknown[];\n    expect(cRows.length).toBe(0);\n  });\n\n  test('resolves outlet override → product default at render time', async ({ request }) => {\n    const client = newClient(request);\n\n    expect(await (await resolveTerms(client, productId, outletA)).text()).toContain(OSLO);\n    expect(await (await resolveTerms(client, productId, outletB)).text()).toContain(BERGEN);\n\n    // Outlet C (no override) silently inherits the product default.\n    const cText = await (await resolveTerms(client, productId, outletC)).text();\n    expect(cText).toContain(DEFAULT_V1);\n    exp

File created successfully at: /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/10-per-outlet-templates.spec.ts (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\nnpx playwright test tests/plus-insurance/10-per-outlet-templates.spec.ts --project=plus-insurance --reporter=list 2>&1 | tail -40","description":"Run the per-outlet templates spec"}

Running 6 tests using 1 worker

  ✓  1 [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:51:7 › Per-outlet document templates — override & fallback (#263) › setup: one product, three outlets, one product-default terms template (539ms)
  ✓  2 [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:84:7 › Per-outlet document templates — override & fallback (#263) › creates per-outlet overrides for A and B without duplicating the product (123ms)
  ✓  3 [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:101:7 › Per-outlet document templates — override & fallback (#263) › list scope separates product defaults from per-outlet overrides (173ms)
  ✓  4 [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:120:7 › Per-outlet document templates — override & fallback (#263) › resolves outlet override → product default at render time (230ms)
  ✓  5 [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:136:7 › Per-outlet document templates — override & fallback (#263) › editing the product default does not clobber outlet overrides (289ms)
  ✓  6 [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:155:7 › Per-outlet document templates — override & fallback (#263) › deleting an override reverts that outlet to the product default (306ms)

  6 passed (2.0s)

{"command":"for d in sherpa-api sherpa-portal sherpa-embed sherpa-test; do\n  wt=\"/Users/bakker/dev/gangkhar/${d}-portal-263-per-outlet-documents-template\"\n  echo \"=== $d changed files ===\"\n  cd \"$wt\" && git --no-pager diff --stat HEAD 2>/dev/null | tail -30\n  echo\ndone","description":"Gather changed-file stats across all four repos"}

=== sherpa-api changed files ===
 src/controllers/customerTemplateController.ts  | 19 ++++---
 src/controllers/templateController.ts          | 76 ++++++++++++++++++++------
 src/models/internal/_ProductTemplate.ts        | 29 ++++++++++
 src/models/productTemplateHelpers.ts           | 20 +++++--
 src/schemas/customerTemplate.schemas.ts        |  7 +++
 src/schemas/plus/template.schemas.ts           |  2 +
 src/schemas/typebox/product/ProductTemplate.ts |  7 ++-
 src/services/policyAcceptanceService.ts        |  9 +++
 src/services/welcomeEmailService.ts            | 17 +++++-
 9 files changed, 154 insertions(+), 32 deletions(-)

=== sherpa-portal changed files ===
 app/components/products/templates/TemplatesTab.tsx | 100 ++++++++++++++++-----
 app/products/[id]/templates/[templateId]/page.tsx  |  12 +++
 app/services/templateService.ts                    |   3 +
 app/types/template.ts                              |   4 +
 4 files changed, 99 insertions(+), 20 deletions(-)

=== sherpa-embed changed files ===
 src/components/AcceptancePage.css | 10 ++++++++++
 src/components/AcceptancePage.tsx | 17 +++++++++++++++--
 src/types/config.ts               |  3 +++
 3 files changed, 28 insertions(+), 2 deletions(-)

=== sherpa-test changed files ===

{"description":"Review sherpa-api backend changes","subagent_type":"Explore","prompt":"You are a senior backend reviewer. Adversarially review the sherpa-api changes for ticket #263 \"Per-outlet documents & templates within a single product\" in the worktree /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template (Fastify + Sequelize + TypeBox).\n\n**Feature intent:** A ProductTemplate row with `outletId IS NULL` is the product default; a row with `outletId` set is a per-outlet override. Resolution at render/send time must be: outlet override → product default (per locale). Editing the product default must NOT clobber outlet overrides. Outlet branding (logo/color) is injected into emails + the acceptance screen, falling back to org branding.\n\n**Changed/new files to review (run `git --no-pager diff HEAD` for tracked, and read the untracked ones directly):**\n- NEW src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts\n- NEW src/services/outletBrandingService.ts\n- src/models/internal/_ProductTemplate.ts (added outletId FK + BelongsTo + index decorators)\n- src/models/productTemplateHelpers.ts (findActiveProductTemplate gained outletId param)\n- src/controllers/templateController.ts (CRUD outlet-scoping: create/update/delete/list)\n- src/controllers/customerTemplateController.ts (getProductTemplateHtml outletId)\n- src/schemas/plus/template.schemas.ts, src/schemas/customerTemplate.schemas.ts (outletId query/body)\n- src/schemas/typebox/product/ProductTemplate.ts (outletId public field)\n- src/services/welcomeEmailService.ts, src/services/policyAcceptanceService.ts (pass outletId + branding)\n\n**Hunt specifically for HIGH/MEDIUM issues in these areas:**\n1. **Uniqueness/index correctness**: The migration drops `unique_product_template_name_per_product` and `unique_active_template_per_type_per_product` and recreates them as outlet-aware partial indexes (one WHERE outletId IS NULL, one WHERE outletId IS NOT NULL). Are the `where` clauses correct? Could two product defaults of the same type now both be active? Could an override + default collide incorrectly? Is `Op.ne: null` the right partial-index predicate?\n2. **Resolution correctness** (findActiveProductTemplate): Does it truly prefer the outlet override then fall back to the product default, per locale in the chain? Any case where an override leaks across outlets, or a null outletId arg behaves wrong? Compare to the sibling pattern in ../sherpa-api-api-465-per-outlet-claim-rules/src/services (claimRuleSet resolution) if useful.\n3. **No-clobber / deactivation scoping** in templateController.create/updateProductTemplate: when activating a template, the \"deactivate other active of same type\" UPDATE must be scoped by outletId so creating/activating an outlet override does NOT deactivate the product default (and vice-versa). Verify the WHERE includes outletId. Verify the \"only active of type\" guard and delete guard only protect product defaults (outletId null), and deleting an override is always allowed.\n4. **Tenant isolation / security**: outletId is validated to belong to the caller's org on create? Any IDOR (using a outletId from another org)? RLS unaffected? safe-model org scoping intact?\n5. **Branding service**: null-safety (missing org, missing outlet, empty strings), correct outlet→org fallback, no crashes.\n6. **Type safety / drift**: outletId added to ProductTemplate model AND ProductTemplatePublicFields AND schema (drift test requires all three). Any tsc risk.\n7. Anything that breaks existing callers of findActiveProductTemplate or the existing template list endpoint (backward compat — absent outletId must still return product defaults).\n\nFor each finding give: SEVERITY (HIGH/MEDIUM/LOW), file:line, the concrete problem, and the fix. Be precise and skeptical — try to break it. If something is actually correct, don't flag it. Use rg/fd, not grep/find. Do NOT edit files — report only."}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git status"}

On branch auto/portal-263-per-outlet-documents-template
Your branch is up to date with 'origin/auto/api-456-outlet-catalog-per-product-outle'.

Changes not staged for commit:
  (use "git add <file>..." to update what will be committed)
  (use "git restore <file>..." to discard changes in working directory)
	modified:   src/controllers/customerTemplateController.ts
	modified:   src/controllers/templateController.ts
	modified:   src/models/internal/_ProductTemplate.ts
	modified:   src/models/productTemplateHelpers.ts
	modified:   src/schemas/customerTemplate.schemas.ts
	modified:   src/schemas/plus/template.schemas.ts
	modified:   src/schemas/typebox/product/ProductTemplate.ts
	modified:   src/services/policyAcceptanceService.ts
	modified:   src/services/welcomeEmailService.ts

Untracked files:
  (use "git add <file>..." to include in what will be committed)
	src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts
	src/services/outletBrandingService.ts

no changes added to commit (use "git add" and/or "git commit -a")

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts"}

1	import type { MigrationFn } from 'umzug';
2	import { QueryInterface, DataTypes, Op } from 'sequelize';
3	
4	// Per-outlet document/template overrides within a single product (#263).
5	// A ProductTemplate row with `outletId IS NULL` is the product default; a row
6	// with `outletId` set is an override for that outlet. Resolution at render/send
7	// time is outlet override → product default, most specific wins
8	// (see findActiveProductTemplate). This keeps one product while letting each
9	// outlet (dealership / branch) ship its own T&Cs, emails, certificates, etc.
10	//
11	// The existing uniqueness guarantees are split so defaults and overrides do not
12	// collide: one default per (name|type, product, locale) AND one override per
13	// (name|type, product, outlet, locale). ProductTemplates already has RLS from
14	// the org-wide enablement migration; adding a column does not change that.
15	
16	export const up: MigrationFn<QueryInterface> = async ({ context }) => {
17	  await context.addColumn('ProductTemplates', 'outletId', {
18	    type: DataTypes.UUID,
19	    allowNull: true,
20	    references: { model: 'Outlets', key: 'id' },
21	    // Deleting an outlet removes its overrides; the product default (outletId
22	    // NULL) is untouched. SET NULL would turn an override into a second
23	    // product default and corrupt resolution, so CASCADE is required here.
24	    onDelete: 'CASCADE',
25	  });
26	
27	  await context.addIndex('ProductTemplates', ['outletId'], {
28	    name: 'idx_product_templates_outlet',
29	  });
30	
31	  // name-per-product uniqueness, split by override-ness.
32	  await context.removeIndex('ProductTemplates', 'unique_product_template_name_per_product');
33	  await context.addIndex('ProductTemplates', ['name', 'productId', 'locale'], {
34	    name: 'unique_product_template_name_per_product',
35	    unique: true,
36	    where: { outletId: null },
37	  });
38	  await context.addIndex('ProductTemplates', ['name', 'productId', 'outletId', 'locale'], {
39	    name: 'unique_product_template_name_per_product_outlet',
40	    unique: true,
41	    where: { outletId: { [Op.ne]: null } },
42	  });
43	
44	  // one active template per type, split: one default + one per outlet.
45	  await context.removeIndex('ProductTemplates', 'unique_active_template_per_type_per_product');
46	  await context.addIndex('ProductTemplates', ['productId', 'templateType', 'locale'], {
47	    name: 'unique_active_template_per_type_per_product',
48	    unique: true,
49	    where: { active: true, outletId: null },
50	  });
51	  await context.addIndex('ProductTemplates', ['productId', 'templateType', 'outletId', 'locale'], {
52	    name: 'unique_active_template_per_type_per_product_outlet',
53	    unique: true,
54	    where: { active: true, outletId: { [Op.ne]: null } },
55	  });
56	};
57	
58	export const down: MigrationFn<QueryInterface> = async () => {
59	  // Forward-only deployment
60	};
61	

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts"}

1	import { Table, Column, Model, BelongsTo, ForeignKey, DataType } from 'sequelize-typescript';
2	import { Op } from 'sequelize';
3	import { _Product } from './_Product.js';
4	import { _ProductBundle } from './_ProductBundle.js';
5	import { _TemplateLibrary } from './_TemplateLibrary.js';
6	import { _Outlet } from './_Outlet.js';
7	
8	@Table({
9	  modelName: 'ProductTemplates',
10	  indexes: [
11	    {
12	      fields: ['productId'],
13	      name: 'idx_product_templates_product',
14	    },
15	    {
16	      fields: ['templateType'],
17	      name: 'idx_product_templates_type',
18	    },
19	    {
20	      fields: ['active'],
21	      name: 'idx_product_templates_active',
22	    },
23	    {
24	      fields: ['templateLibraryId'],
25	      name: 'idx_product_templates_library',
26	    },
27	    {
28	      fields: ['outletId'],
29	      name: 'idx_product_templates_outlet',
30	    },
31	    // name uniqueness split by override-ness: one default + one per outlet
32	    // (NULL outletId is the product default). See migration
33	    // 2026.06.01T00.00.01.add-outlet-id-to-product-templates.
34	    {
35	      unique: true,
36	      fields: ['name', 'productId', 'locale'],
37	      name: 'unique_product_template_name_per_product',
38	      where: { outletId: null },
39	    },
40	    {
41	      unique: true,
42	      fields: ['name', 'productId', 'outletId', 'locale'],
43	      name: 'unique_product_template_name_per_product_outlet',
44	      where: { outletId: { [Op.ne]: null } },
45	    },
46	    {
47	      fields: ['bundleId'],
48	      name: 'idx_product_templates_bundle',
49	    },
50	  ],
51	})
52	export class _ProductTemplate extends Model {
53	  @Column({
54	    type: DataType.INTEGER,
55	    autoIncrement: true,
56	    primaryKey: true,
57	  })
58	  declare id: number;
59	  @Column({
60	    type: DataType.STRING(255),
61	    allowNull: false,
62	    validate: {
63	      notEmpty: true,
64	      len: [1, 255],
65	    },
66	  })
67	  declare name: string;
68	
69	  @Column({
70	    type: DataType.STRING(255),
71	    allowNull: false,
72	    validate: {
73	      notEmpty: true,
74	      len: [1, 255],
75	    },
76	  })
77	  declare title: string;
78	
79	  @Column({
80	    type: DataType.TEXT,
81	    allowNull: true,
82	  })
83	  declare description?: string;
84	
85	  @Column({
86	    type: DataType.ENUM(
87	      'insurance_certificate',
88	      'welcome_email',
89	      'policy_confirmation_email',
90	      'claim_notification_email',
91	      'claim_status_change_email',
92	      'claim_message_email',
93	      'renewal_reminder_email',
94	      'cancellation_email',
95	      'terms_conditions',
96	      'privacy_policy',
97	      'policy_documents',
98	      'claims_instructions',
99	      'bundle_welcome_email',
100	      'bundle_change_email',
101	      'endorsement_email',
102	      'payment_retry_email',
103	      'payment_invite_email',
104	      'quote_email'
105	    ),
106	    allowNull: false,
107	  })
108	  declare templateType:
109	    | 'insurance_certificate'
110	    | 'welcome_email'
111	    | 'policy_confirmation_email'
112	    | 'claim_notification_email'
113	    | 'claim_status_change_email'
114	    | 'claim_message_email'
115	    | 'renewal_reminder_email'
116	    | 'cancellation_email'
117	    | 'terms_conditions'
118	    | 'privacy_policy'
119	    | 'policy_documents'
120	    | 'claims_instructions'
121	    | 'bundle_welcome_email'
122	    | 'bundle_change_email'
123	    | 'endorsement_email'
124	    | 'payment_retry_email'
125	    | 'payment_invite_email'
126	    | 'quote_email';
127	
128	  @Column({
129	    type: DataType.TEXT,
130	    allowNull: false,
131	    validate: {
132	      notEmpty: true,
133	    },
134	  })
135	  declare content: string;
136	
137	  @Column({
138	    type: DataType.STRING(50),
139	    allowNull: false,
140	    defaultValue: 'html',
141	    validate: {
142	      isIn: [['html', 'text', 'pdf']],
143	    },
144	  })
145	  declare contentType: string;
146	
147	  @Column({
148	    type: DataType.INTEGER,
149	    allowNull: false,
150	    defaultValue: 1,
151	    validate: {
152	      min: 1,
153	    },
154	  })
155	  declare version: number;
156	
157	  @Column({
158	    type: DataType.BOOLEAN,
159	    allowNull: false,
160	    defaultValue: true,
161	  })
162	  declare active: boolean;
163	
164	  @Column({
165	    type: DataType.UUID,
166	    allowNull: false,
167	  })
168	  declare organizationId: string;
169	
170	  @Column({
171	    type: DataType.STRING(10),
172	    allowNull: false,
173	    defaultValue: 'en',
174	  })
175	  declare locale: string;
176	
177	  @ForeignKey(() => _Product)
178	  @Column({
179	    type: DataType.INTEGER,
180	    allowNull: true,
181	  })
182	  declare productId: number | null;
183	
184	  @ForeignKey(() => _ProductBundle)
185	  @Column({
186	    type: DataType.INTEGER,
187	    allowNull: true,
188	  })
189	  declare bundleId: number | null;
190	
191	  @ForeignKey(() => _TemplateLibrary)
192	  @Column({
193	    type: DataType.INTEGER,
194	    allowNull: true,
195	  })
196	  declare templateLibraryId?: number;
197	
198	  // Per-outlet override (#263). NULL = product default; a value = this
199	  // template overrides the product default for that outlet. Resolution
200	  // (outlet override → product default) lives in findActiveProductTemplate.
201	  @ForeignKey(() => _Outlet)
202	  @Column({
203	    type: DataType.UUID,
204	    allowNull: true,
205	  })
206	  declare outletId: string | null;
207	
208	
209	  @BelongsTo(() => _Product)
210	  declare product?: _Product;
211	
212	  @BelongsTo(() => _ProductBundle)
213	  declare bundle?: _ProductBundle;
214	
215	  @BelongsTo(() => _Outlet)
216	  declare outlet?: _Outlet;
217	
218	  @BelongsTo(() => _TemplateLibrary, {
219	    foreignKey: 'templateLibraryId',
220	    as: 'libraryTemplate',
221	  })
222	  declare libraryTemplate?: _TemplateLibrary;
223	
224	  // Helper methods
225	  getTemplateTypeLabel(): string {
226	    const labels = {
227	      insurance_certificate: 'Insurance Certificate',
228	      welcome_email: 'Welcome Email',
229	      policy_confirmation_email: 'Policy Confirmation Email',
230	      claim_notification_email: 'Claim Notification Email',
231	      claim_status_change_email: 'Claim Status Change Email',
232	      claim_message_email: 'Claim Message Email',
233	      renewal_reminder_email: 'Renewal Reminder Email',
234	      cancellation_email: 'Cancellation Email',
235	      terms_conditions: 'Terms & Conditions',
236	      privacy_policy: 'Privacy Policy',
237	      policy_documents: 'Policy Documents',
238	      claims_instructions: 'Claims Instructions',
239	      bundle_welcome_email: 'Bundle Welcome Email',
240	      bundle_change_email: 'Bundle Change Email',
241	      endorsement_email: 'Endorsement Email',
242	      payment_retry_email: 'Payment Retry Email',
243	      payment_invite_email: 'Payment Invite Email',
244	      quote_email: 'Quote Email',
245	    };
246	    return labels[this.templateType] || this.templateType;
247	  }
248	
249	  isActive(): boolean {
250	    return this.active;
251	  }
252	
253	  isBasedOnLibraryTemplate(): boolean {
254	    return !!this.templateLibraryId;
255	  }
256	
257	  clone(): Partial<_ProductTemplate> {
258	    return {
259	      name: `${this.name}_copy`,
260	      title: `${this.title} (Copy)`,
261	      description: this.description,
262	      templateType: this.templateType,
263	      content: this.content,
264	      contentType: this.contentType,
265	      version: 1,
266	      active: this.active,
267	      productId: this.productId,
268	      templateLibraryId: this.templateLibraryId,
269	      locale: this.locale,
270	    };
271	  }
272	
273	  updateFromLibraryTemplate(libraryTemplate: _TemplateLibrary): void {
274	    this.content = libraryTemplate.content;
275	    this.contentType = libraryTemplate.contentType;
276	    this.version = this.version + 1;
277	  }
278	}
279	

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/productTemplateHelpers.ts"}

1	import { StatusError } from '@/error/error.js';
2	import { Product } from './Product.js';
3	import { ProductTemplate } from './ProductTemplate.js';
4	import { normalizeLocale, resolveLocaleChain } from '../services/localeService.js';
5	
6	export type ProductLookup = {
7	  productId?: number | null;
8	  productName: string;
9	};
10	
11	function buildProductWhereClause(lookup: ProductLookup, organizationId: string): Record<string, unknown> {
12	  if (lookup.productId != null) {
13	    return { id: lookup.productId, organizationId };
14	  }
15	  return { productName: lookup.productName, organizationId };
16	}
17	
18	export async function findActiveProductTemplate(
19	  lookup: ProductLookup,
20	  templateType: string,
21	  organizationId: string | undefined,
22	  locale?: string,
23	  outletId?: string | null,
24	): Promise<ProductTemplate | null> {
25	  if (!organizationId) {
26	    throw new StatusError(400, 'organizationId required');
27	  }
28	
29	  const normalized = locale ? normalizeLocale(locale) || 'en' : 'en';
30	  const chain = resolveLocaleChain(normalized);
31	
32	  const ctx = { organizationId };
33	  const productWhereClause = buildProductWhereClause(lookup, organizationId);
34	
35	  const findForScope = (loc: string, scopeOutletId: string | null) =>
36	    ProductTemplate.findOne(ctx, {
37	      where: { templateType, active: true, locale: loc, outletId: scopeOutletId },
38	      include: [{
39	        model: Product.raw,
40	        where: productWhereClause,
41	        required: true,
42	      }],
43	      order: [['version', 'DESC']],
44	    });
45	
46	  // Resolution is most-specific-wins within each locale: a per-outlet override
47	  // beats the product default for the same locale, and a missing override
48	  // silently inherits the product default (#263). Locale stays the primary
49	  // axis so a customer never sees the wrong language.
50	  for (const loc of chain) {
51	    if (outletId) {
52	      const override = await findForScope(loc, outletId);
53	      if (override) return override;
54	    }
55	    const fallback = await findForScope(loc, null);
56	    if (fallback) return fallback;
57	  }
58	
59	  return null;
60	}
61	
62	export async function findAllActiveProductTemplates(
63	  lookup: ProductLookup,
64	  organizationId: string | undefined,
65	  locale?: string,
66	): Promise<ProductTemplate[]> {
67	  if (!organizationId) {
68	    throw new StatusError(400, 'organizationId required');
69	  }
70	
71	  const whereClause: Record<string, unknown> = { active: true };
72	  if (locale) whereClause.locale = normalizeLocale(locale) || locale;
73	
74	  const ctx = { organizationId };
75	  const productWhereClause = buildProductWhereClause(lookup, organizationId);
76	
77	  return ProductTemplate.findAll(ctx, {
78	    where: whereClause,
79	    include: [{
80	      model: Product.raw,
81	      where: productWhereClause,
82	      required: true,
83	    }],
84	    order: [['templateType', 'ASC'], ['version', 'DESC']],
85	  });
86	}
87	
88	export async function findActiveBundleTemplate(
89	  bundleId: number,
90	  templateType: string,
91	  organizationId: string | undefined,
92	  locale?: string,
93	): Promise<ProductTemplate | null> {
94	  if (!organizationId) {
95	    throw new StatusError(400, 'organizationId required');
96	  }
97	
98	  const normalized = locale ? normalizeLocale(locale) || 'en' : 'en';
99	  const chain = resolveLocaleChain(normalized);
100	  const ctx = { organizationId };
101	
102	  for (const loc of chain) {
103	    const template = await ProductTemplate.findOne(ctx, {
104	      where: {
105	        bundleId,
106	        templateType,
107	        active: true,
108	        locale: loc,
109	      },
110	      order: [['version', 'DESC']],
111	    });
112	    if (template) return template;
113	  }
114	
115	  return null;
116	}
117	

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts"}

1	import type { FastifyRequest, FastifyReply } from 'fastify';
2	import { Op } from 'sequelize';
3	
4	import { StatusError } from '../error/error.js';
5	import { Product } from '../models/Product.js';
6	import { ProductTemplate } from '../models/ProductTemplate.js';
7	import { Outlet } from '../models/Outlet.js';
8	import { TemplateLibrary } from '../models/TemplateLibrary.js';
9	import type { TemplateType } from '../types/templates.js';
10	import { normalizeLocale } from '../services/localeService.js';
11	
12	interface TemplateParams {
13	  id: string;
14	}
15	
16	interface ProductParams {
17	  productId: string;
18	}
19	
20	interface ProductTemplateParams {
21	  productId: string;
22	  templateId: string;
23	}
24	
25	interface LibraryTemplateQuery {
26	  page?: string;
27	  limit?: string;
28	  sortField?: string;
29	  sortOrder?: string;
30	  search?: string;
31	  templateType?: string;
32	  active?: string;
33	  refresh?: string;
34	  locale?: string;
35	}
36	
37	interface ProductTemplateQuery {
38	  page?: string;
39	  limit?: string;
40	  templateType?: string;
41	  active?: string;
42	  locale?: string;
43	  // Override scope: omit (or '') for product defaults (outletId IS NULL);
44	  // an outlet UUID returns that outlet's overrides (#263).
45	  outletId?: string;
46	}
47	
48	interface CreateLibraryTemplateBody {
49	  name: string;
50	  title: string;
51	  description?: string;
52	  templateType: string;
53	  content: string;
54	  contentType: string;
55	  active: boolean;
56	  isDefault: boolean;
57	  locale?: string;
58	}
59	
60	interface UpdateLibraryTemplateBody {
61	  name?: string;
62	  title?: string;
63	  description?: string;
64	  templateType?: string;
65	  content?: string;
66	  contentType?: string;
67	  active?: boolean;
68	  isDefault?: boolean;
69	  locale?: string;
70	}
71	
72	interface CreateProductTemplateBody {
73	  name: string;
74	  title: string;
75	  description?: string;
76	  templateType: string;
77	  content: string;
78	  contentType: string;
79	  active: boolean;
80	  templateLibraryId?: string;
81	  locale?: string;
82	  // When set, the new template is a per-outlet override of the product
83	  // default for this type; when omitted it is the product default (#263).
84	  outletId?: string | null;
85	}
86	
87	interface UpdateProductTemplateBody {
88	  name?: string;
89	  title?: string;
90	  description?: string;
91	  templateType?: string;
92	  content?: string;
93	  contentType?: string;
94	  active?: boolean;
95	  locale?: string;
96	}
97	
98	interface ValidateTemplateBody {
99	  content: string;
100	}
101	
102	interface RenderTemplateBody {
103	  context?: Record<string, unknown>;
104	  format?: string;
105	}
106	
107	// Helper function to generate unique template name (scoped to productId +
108	// locale + outlet scope, so a default and an outlet override may share a name)
109	const generateUniqueTemplateName = async (
110	  baseName: string,
111	  productId: number,
112	  organizationId: string,
113	  locale: string = 'en',
114	  outletId: string | null = null,
115	  transaction?: any
116	): Promise<string> => {
117	  const findOptions: any = {
118	    where: {
119	      productId,
120	      name: baseName,
121	      locale,
122	      outletId,
123	    },
124	  };
125	
126	  if (transaction) {
127	    findOptions.transaction = transaction;
128	  }
129	  const existing = await ProductTemplate.findOne({ organizationId }, findOptions);
130	
131	  if (!existing) {
132	    return baseName;
133	  }
134	
135	  let counter = 2;
136	  let candidateName = `${baseName}_${counter}`;
137	
138	  while (true) {
139	    findOptions.where.name = candidateName;
140	    const existingCandidate = await ProductTemplate.findOne({ organizationId }, findOptions);
141	
142	    if (!existingCandidate) {
143	      return candidateName;
144	    }
145	
146	    counter++;
147	    candidateName = `${baseName}_${counter}`;
148	  }
149	};
150	
151	// Template Library Controllers
152	
153	export const getLibraryTemplates = async (request: FastifyRequest<{ Querystring: LibraryTemplateQuery }>, reply: FastifyReply) => {
154	  const { page, limit, sortField, sortOrder, search, templateType, active, refresh, locale } = request.query;
155	  
156	  if (!page) {
157	    throw new StatusError(400, 'Page parameter is required');
158	  }
159	  
160	  if (!limit) {
161	    throw new StatusError(400, 'Limit parameter is required');
162	  }
163	
164	  const pageNum = parseInt(page);
165	  const limitNum = parseInt(limit);
166	  const offset = (pageNum - 1) * limitNum;
167	  const field = sortField ?? 'title';
168	  const order = sortOrder === 'asc' ? 'ASC' : 'DESC';
169	  const searchTerm = search ? search.trim() : '';
170	  const activeFilter = active !== undefined ? (active === 'true') : undefined;
171	
172	  const organizationId = request.ident?.org?.id;
173	
174	  if (!organizationId) {
175	    throw new StatusError(400, 'Organization context required');
176	  }
177	
178	  const whereClause: any = {
179	    organizationId,
180	  };
181	
182	  if (searchTerm) {
183	    whereClause[Op.or] = [
184	      { name: { [Op.iLike]: `%${searchTerm}%` } },
185	      { title: { [Op.iLike]: `%${searchTerm}%` } },
186	      { description: { [Op.iLike]: `%${searchTerm}%` } },
187	    ];
188	  }
189	
190	  if (templateType) {
191	    whereClause.templateType = templateType;
192	  }
193	
194	  if (activeFilter !== undefined) {
195	    whereClause.active = activeFilter;
196	  }
197	
198	  if (locale) {
199	    whereClause.locale = normalizeLocale(locale) || locale;
200	  }
201	
202	  const { count, rows } = await TemplateLibrary.findAndCountAll({ organizationId }, {
203	    where: whereClause,
204	    order: [[field, order]],
205	    limit: limitNum,
206	    offset,
207	  });
208	
209	  const data = {
210	    templates: rows,
211	    totalCount: count,
212	    totalPages: Math.ceil(count / limitNum),
213	    currentPage: pageNum,
214	  };
215	
216	  return {
217	    status: 'success',
218	    data,
219	  };
220	};
221	
222	export const getLibraryTemplate = async (request: FastifyRequest<{ Params: TemplateParams; Querystring: { refresh?: string } }>, reply: FastifyReply) => {
223	  const { id } = request.params;
224	  const organizationId = request.ident?.org?.id;
225	
226	  if (!organizationId) {
227	    throw new StatusError(400, 'Organization context required');
228	  }
229	
230	  const template = await TemplateLibrary.findOne({ organizationId }, {
231	    where: {
232	      id,
233	      organizationId,
234	    },
235	  });
236	
237	  if (!template) {
238	    throw new StatusError(404, 'Template not found');
239	  }
240	
241	  return {
242	    status: 'success',
243	    data: template,
244	  };
245	};
246	
247	export const createLibraryTemplate = async (request: FastifyRequest<{ Body: CreateLibraryTemplateBody }>, reply: FastifyReply) => {
248	  const { name, title, description, templateType, content, contentType, active, isDefault, locale: rawLocale } = request.body;
249	  const locale = rawLocale ? normalizeLocale(rawLocale) ?? 'en' : 'en';
250	
251	  const organizationId = request.ident?.org?.id;
252	
253	  if (!organizationId) {
254	    throw new StatusError(400, 'Organization context required');
255	  }
256	
257	  if (!name) {
258	    throw new StatusError(400, 'Name is required');
259	  }
260	
261	  if (!title) {
262	    throw new StatusError(400, 'Title is required');
263	  }
264	
265	  if (!templateType) {
266	    throw new StatusError(400, 'Template type is required');
267	  }
268	
269	  if (!content) {
270	    throw new StatusError(400, 'Content is required');
271	  }
272	
273	  if (!contentType) {
274	    throw new StatusError(400, 'Content type is required');
275	  }
276	
277	  if (active === undefined || active === null) {
278	    throw new StatusError(400, 'Active status is required');
279	  }
280	
281	  if (isDefault === undefined || isDefault === null) {
282	    throw new StatusError(400, 'Default status is required');
283	  }
284	
285	  try {
286	  

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/customerTemplateController.ts"}

1	import type { FastifyRequest, FastifyReply } from 'fastify';
2	import { Op } from 'sequelize';
3	import { StatusError } from '../error/error.js';
4	import { BundleQuoteSession } from '../models/BundleQuoteSession.js';
5	import { Policy } from '../models/Policy.js';
6	import { PolicyParameter } from '../models/PolicyParameter.js';
7	import { Product } from '../models/Product.js';
8	import { ProductTemplate } from '../models/ProductTemplate.js';
9	import { Quote } from '../models/Quote.js';
10	import { QuoteSession } from '../models/QuoteSession.js';
11	import { TemplateLibrary } from '../models/TemplateLibrary.js';
12	import { getLocaleFromHeader, normalizeLocale, resolveLocaleChain } from '../services/localeService.js';
13	import { applyTemplateI18n } from '../services/templateI18nService.js';
14	
15	function extractBodyInnerHtml(html: string): string {
16	  const match = html.match(/<body[^>]*>([\s\S]*)<\/body>/i);
17	  return match ? match[1] : html;
18	}
19	
20	export const getProductTemplateHtml = async (
21	  request: FastifyRequest<{
22	    Params: { productId: string; templateType: string };
23	    Querystring: { format?: 'full' | 'embed'; locale?: string; outletId?: string };
24	  }>,
25	  reply: FastifyReply
26	) => {
27	  const { productId, templateType } = request.params;
28	  const { format = 'embed', locale: queryLocale, outletId } = request.query;
29	
30	  const rawLocale = queryLocale || getLocaleFromHeader(request) || 'en';
31	  const normalized = normalizeLocale(rawLocale) || 'en';
32	  const chain = resolveLocaleChain(normalized);
33	
34	  // Outlet override → product default, per locale (#263). A preview/render for
35	  // an outlet shows that outlet's override when present, else the default.
36	  let template: ProductTemplate | null = null;
37	  for (const loc of chain) {
38	    if (outletId) {
39	      template = await ProductTemplate.findOne(request, {
40	        where: { productId, templateType, locale: loc, active: true, outletId },
41	      });
42	      if (template) break;
43	    }
44	    template = await ProductTemplate.findOne(request, {
45	      where: { productId, templateType, locale: loc, active: true, outletId: null },
46	    });
47	    if (template) break;
48	  }
49	
50	  if (!template) {
51	    throw new StatusError(404, `Active ${templateType} template not found for this product`);
52	  }
53	
54	  // Localize data-sherpa-i18n marked text to the requested locale before
55	  // returning (override → LMT default → source). No-op when the row's locale
56	  // already matches.
57	  const product = await Product.findOne(request, {
58	    where: { id: productId },
59	    attributes: ['translationOverrides', 'sourceLocale'],
60	  });
61	  const localized = applyTemplateI18n(
62	    template.content,
63	    normalized,
64	    product?.translationOverrides ?? null,
65	    template.locale || product?.sourceLocale || 'en',
66	  );
67	
68	  reply.type('text/html');
69	  return format === 'embed' ? extractBodyInnerHtml(localized) : localized;
70	};
71	
72	export const getProductTemplate = async (request: FastifyRequest) => {
73	  const { quoteId, templateId } = request.params as { quoteId: string; templateId: string };
74	  const organizationId = request.clientAuth?.organizationId;
75	  const clientNumericId = request.clientAuth?.clientNumericId;
76	
77	  if (!organizationId) {
78	    throw new StatusError(401, 'Authentication required');
79	  }
80	
81	  // Check if quoteId is a UUID (QuoteSession) or integer (Quote)
82	  const isUuid = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i.test(quoteId);
83	
84	  let productId: number | null = null;
85	
86	  if (isUuid) {
87	    // For QuoteSession (UUID), verify client access and get productId
88	    const quoteSession = await QuoteSession.findOne({ organizationId }, {
89	      where: {
90	        quoteId,
91	        ...(clientNumericId ? { clientId: clientNumericId } : {}),
92	      },
93	      attributes: ['productId'],
94	    });
95	
96	    if (!quoteSession) {
97	      throw new StatusError(404, 'Quote not found or access denied');
98	    }
99	
100	    productId = quoteSession.productId || null;
101	  } else {
102	    // For Quote (integer ID), get productId directly
103	    const quote = await Quote.findByPk(request, quoteId, {
104	      attributes: ['productId'],
105	    });
106	
107	    if (!quote) {
108	      throw new StatusError(404, 'Quote not found');
109	    }
110	
111	    productId = quote.productId;
112	  }
113	
114	  if (!productId) {
115	    throw new StatusError(404, 'Product not found for this quote');
116	  }
117	
118	  const product = await Product.findOne(request, {
119	    where: {
120	      id: productId,
121	    },
122	  });
123	
124	  if (!product) {
125	    throw new StatusError(404, 'Product not found');
126	  }
127	
128	  const template = await ProductTemplate.findOne(request, {
129	    where: {
130	      id: templateId,
131	      productId,
132	    },
133	    include: [
134	      {
135	        model: TemplateLibrary.raw,
136	        as: 'libraryTemplate',
137	        required: false,
138	      },
139	    ],
140	  });
141	
142	  if (!template) {
143	    throw new StatusError(404, 'Template not found');
144	  }
145	
146	  // Look up the PolicyParameter that references this template to get its termsConfig
147	  const policy = await Policy.findOne(request, {
148	    where: { productId },
149	    attributes: ['id'],
150	  });
151	
152	  let termsConfig = null;
153	  if (policy) {
154	    const param = await PolicyParameter.findOne(request, {
155	      where: { policyId: policy.id, defaultValue: String(templateId) },
156	      attributes: ['termsConfig'],
157	    });
158	    termsConfig = param?.termsConfig ?? null;
159	  }
160	
161	  // Localize data-sherpa-i18n marked text to the requested locale (override →
162	  // LMT default → source). No-op when the locale matches the template row's own
163	  // locale. Locale comes from ?locale, falling back to the Accept-Language header.
164	  const rawLocale = (request.query as { locale?: string })?.locale || getLocaleFromHeader(request) || 'en';
165	  const locale = normalizeLocale(rawLocale) || 'en';
166	  const data = template.toJSON();
167	  data.content = applyTemplateI18n(
168	    template.content,
169	    locale,
170	    product.translationOverrides ?? null,
171	    template.locale || product.sourceLocale || 'en',
172	  );
173	
174	  return {
175	    status: 'success',
176	    data,
177	    termsConfig,
178	  };
179	};
180	
181	export const getBundleQuoteTemplates = async (request: FastifyRequest) => {
182	  const { bundleQuoteId } = request.params as { bundleQuoteId: string };
183	  const organizationId = request.clientAuth?.organizationId;
184	  const clientNumericId = request.clientAuth?.clientNumericId;
185	
186	  if (!organizationId) {
187	    throw new StatusError(401, 'Authentication required');
188	  }
189	
190	  const bundleSession = await BundleQuoteSession.findByPk(request, bundleQuoteId);
191	  if (!bundleSession) {
192	    throw new StatusError(404, 'Bundle quote not found');
193	  }
194	
195	  const quoteSessions = await QuoteSession.findAll(request, {
196	    where: {
197	      quoteId: { [Op.in]: bundleSession.quoteSessionIds },
198	      ...(clientNumericId ? { clientId: clientNumericId } : {}),
199	    },
200	    attributes: ['quoteId', 'productId', 'productName'],
201	  });
202	
203	  if (!quoteSessions.length) {
204	    throw new StatusError(404, 'No quote sessions found for this bundle quote');
205	  }
206	
207	  const productIdToName = new Map<number, string>();
208	  const productIds: number[] = [];
209	  for (const qs of quoteSessions) {
210	    if (qs.productId && !productIdToName.has(qs.productId)) {
211	      productIdToName.set(qs.productId, qs.productName);
212	      productIds.push(qs.productId);
213	    }
214	  }
215	
216	  if (!productIds.length) {
217	    throw new StatusError(404, 'No products found for this bundle quote');
218	  }
219	
220	  const rawLoc

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/outletBrandingService.ts"}

1	import { Outlet } from '@/models/Outlet.js';
2	import { Organization } from '@/models/Organization.js';
3	
4	// Branding tokens injected into rendered templates/emails and the acceptance
5	// screen (#263). An outlet overrides the organization defaults; any field the
6	// outlet leaves unset silently inherits the org default.
7	export interface BrandingTokens {
8	  logoUrl: string;
9	  brandColor: string;
10	  brandName: string;
11	}
12	
13	interface OutletBrandingMetadata {
14	  logoUrl?: unknown;
15	  color?: unknown;
16	}
17	
18	const str = (v: unknown): string | undefined =>
19	  typeof v === 'string' && v.trim() !== '' ? v : undefined;
20	
21	/**
22	 * Resolve branding tokens for a sale, preferring the originating outlet's
23	 * branding and falling back to the organization's. Safe to call with a null
24	 * outletId (returns org branding) or a missing organization (returns blanks).
25	 */
26	export async function resolveBrandingTokens(
27	  organizationId: string,
28	  outletId?: string | null,
29	): Promise<BrandingTokens> {
30	  const ctx = { organizationId };
31	
32	  const [outlet, organization] = await Promise.all([
33	    outletId
34	      ? Outlet.findOne(ctx, { where: { id: outletId, organizationId } })
35	      : Promise.resolve(null),
36	    Organization.findByPk(organizationId),
37	  ]);
38	
39	  const outletBranding = (outlet?.brandingMetadata ?? null) as OutletBrandingMetadata | null;
40	
41	  // Mirror Organization.getPrimaryColor()/getApplicationName() by reading the
42	  // declared fields directly (the findByPk return type does not expose the
43	  // instance helper methods).
44	  const orgBranding = organization?.settings?.branding;
45	  const orgLogoUrl = str(orgBranding?.logoUrl);
46	  const orgColor = str(orgBranding?.primaryColor);
47	  const orgName = str(orgBranding?.applicationName) ?? str(organization?.displayName) ?? str(organization?.name);
48	
49	  return {
50	    logoUrl: str(outletBranding?.logoUrl) ?? orgLogoUrl ?? '',
51	    brandColor: str(outletBranding?.color) ?? orgColor ?? '',
52	    brandName: str(outlet?.name) ?? orgName ?? '',
53	  };
54	}
55	

{"description":"Review portal+embed+test changes","subagent_type":"Explore","prompt":"You are a senior frontend/full-stack reviewer. Adversarially review the sherpa-portal, sherpa-embed, and sherpa-test changes for ticket #263 \"Per-outlet documents & templates within a single product\".\n\n**Feature intent:** In the portal, the product template editor section gets an outlet scope selector. Selecting an outlet shows, per template type, whether it \"Inherits product default\" or is \"Overridden\", with actions to Customize (clone default into an outlet override) / Edit override / Reset to default (delete the override). The embed acceptance screen renders the policy's outlet logo + accent color. The API resolves outlet override → product default.\n\n**Worktrees & files:**\nsherpa-portal: /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template (Next 16, React 19, Tailwind v4)\n  - NEW app/components/products/templates/OutletTemplateOverrides.tsx\n  - app/components/products/templates/TemplatesTab.tsx (scope selector + conditional render + outlet fetch)\n  - app/products/[id]/templates/[templateId]/page.tsx (override banner)\n  - app/services/templateService.ts (outletId param)\n  - app/types/template.ts (outletId field)\nsherpa-embed: /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template (React + Vite)\n  - src/components/AcceptancePage.tsx (logo + accent color), src/components/AcceptancePage.css, src/types/config.ts\nsherpa-test: /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\n  - NEW tests/plus-insurance/10-per-outlet-templates.spec.ts\n\nRun `git --no-pager diff HEAD` in each (note new files are untracked — read them directly).\n\n**Hunt for HIGH/MEDIUM issues:**\n1. **OutletTemplateOverrides correctness**: Does \"Customize\" clone the default's content/title/type with outletId and navigate to the editor? Does \"Reset\" delete the override and reload? Is the inherit/overridden state computed correctly (matching override to default by templateType AND locale)? Any stale-state bugs after create/delete? Any case where the default list (limit 100) misses types or the override match is wrong? React hooks deps correct (useCallback/useEffect), keys, no infinite loops?\n2. **TemplatesTab integration**: outlet fetch only for products (not bundles), cancelled-flag cleanup, scope selector resets correctly, Create button hidden in outlet scope, bundle path unchanged. Does it break the existing (default) flow?\n3. **Type safety**: any `any` misuse, the `outletId` threading through templateService params (URLSearchParams), tsc risks. The `(o as {locale?})` casts in OutletTemplateOverrides — is locale actually on ProductTemplate? (It may be missing from the portal type — check app/types/template.ts; if locale isn't on the type the match-by-locale is dead/buggy.)\n4. **Embed**: branding optional/null handling, the `--sherpa-primary` CSS var cast, img alt/fallback, no crash when branding absent. Does it follow how the embed already themes (EmbedCheckout sets --sherpa-primary from session.primaryColor)?\n5. **Test spec quality**: does it actually prove the acceptance criteria (two outlets different terms, third inherits default, editing default doesn't clobber)? Any flakiness, ordering, or false-positive assertions? Does it clean up?\n6. i18n: are user-facing strings wrapped in t()? Any obviously missing translation wrapping.\n7. Accessibility/UX correctness of the override table + dialog.\n\nFor each finding: SEVERITY (HIGH/MEDIUM/LOW), file:line, concrete problem, and fix. Be skeptical and precise; don't flag correct code. Use rg/fd not grep/find. Do NOT edit files — report only."}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/services/welcomeEmailService.ts | head -100"}

diff --git a/src/services/welcomeEmailService.ts b/src/services/welcomeEmailService.ts
index f0f20b35..38935f6b 100644
--- a/src/services/welcomeEmailService.ts
+++ b/src/services/welcomeEmailService.ts
@@ -12,6 +12,7 @@ import { InsuranceType } from '@/models/InsuranceType.js';
 import { Organization } from '@/models/Organization.js';
 import { Product } from '@/models/Product.js';
 import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
+import { resolveBrandingTokens } from '@/services/outletBrandingService.js';
 import { PolicyOrder } from '@/models/PolicyOrder.js';
 import { getCurrencySymbol, formatCurrencyDisplay, CurrencyFormatOptions } from '@/utils/currencyHelper.js';
 import { formatDateDynamic, formatIsoDatesDeep } from '@/utils/dateUtils.js';
@@ -608,7 +609,8 @@ async function sendPolicyEmail(
       productLookup,
       templateType,
       organizationId,
-      policyLocale
+      policyLocale,
+      policy.outletId
     );
 
     if (!emailTemplate) {
@@ -620,7 +622,8 @@ async function sendPolicyEmail(
       productLookup,
       'insurance_certificate',
       organizationId,
-      policyLocale
+      policyLocale,
+      policy.outletId
     );
 
     if (!documentTemplate) {
@@ -629,6 +632,16 @@ async function sendPolicyEmail(
 
     const templateData = await prepareTemplateData(policy, request);
 
+    // Outlet-aware branding tokens (logo/color/name) for use in the email body
+    // and certificate: outlet override → organization default (#263).
+    if (organizationId) {
+      const branding = await resolveBrandingTokens(organizationId, policy.outletId);
+      templateData.logoUrl = branding.logoUrl;
+      templateData.brandColor = branding.brandColor;
+      templateData.brandName = branding.brandName;
+      templateData.branding = branding;
+    }
+
     if (customer && !customer.password && customer.resetToken && organizationId) {
       const createAccountLink = await generateCustomerCreateAccountLink(customer.resetToken, organizationId, request);
       templateData.createAccountLink = createAccountLink;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git --no-pager diff HEAD 2>&1 | head -100"}

diff --git a/app/components/products/templates/TemplatesTab.tsx b/app/components/products/templates/TemplatesTab.tsx
index 319932e..d85f685 100644
--- a/app/components/products/templates/TemplatesTab.tsx
+++ b/app/components/products/templates/TemplatesTab.tsx
@@ -6,6 +6,7 @@ import { Plus } from "lucide-react";
 
 import TemplateCreationWizard from "./TemplateCreationWizard";
 import TemplatesList from "./TemplatesList";
+import OutletTemplateOverrides from "./OutletTemplateOverrides";
 import { showErrorToast } from "../../Toast";
 import { Button } from "../../ui/button";
 
@@ -20,8 +21,10 @@ import {
   updateProductTemplate,
   updateBundleTemplate,
 } from "@/app/services/templateService";
+import api from "@/app/src/utils/api";
 import { ProductData } from "@/app/types/product";
 import { ProductTemplate, TemplateType } from "@/app/types/template";
+import { Outlet } from "@/app/types/outlet";
 import { useTranslation } from "@gangkharai/lmt/client";
 
 interface TemplatesTabProps {
@@ -40,6 +43,9 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
   const [currentPage, setCurrentPage] = useState(1);
   const [totalPages, setTotalPages] = useState(1);
   const [totalCount, setTotalCount] = useState(0);
+  // Per-outlet override scope (#263): "" = product default; otherwise an outlet id.
+  const [outlets, setOutlets] = useState<Outlet[]>([]);
+  const [scopeOutletId, setScopeOutletId] = useState<string>("");
 
   const isBundle = !!bundleId;
   const entityId = isBundle ? bundleId : product!.id;
@@ -84,6 +90,26 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
     }
   }, [entityId, currentPage, selectedType, fetchTemplatesFn]);
 
+  // Load the org's active outlets so a product's templates can be overridden
+  // per outlet (#263). Bundles have no outlet override layer.
+  useEffect(() => {
+    if (isBundle) return;
+    let cancelled = false;
+    (async () => {
+      try {
+        const res = await api.get<{ data: Outlet[] }>("/outlets");
+        if (!cancelled) {
+          setOutlets((res.data.data || []).filter((o) => o.status === "active"));
+        }
+      } catch (error) {
+        console.error("Error loading outlets:", error);
+      }
+    })();
+    return () => {
+      cancelled = true;
+    };
+  }, [isBundle]);
+
   // Load initial data
   useEffect(() => {
     loadTemplateTypes();
@@ -137,6 +163,8 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
     );
   }
 
+  const selectedOutlet = outlets.find((o) => o.id === scopeOutletId) || null;
+
   return (
     <div className="space-y-6">
       {/* Header */}
@@ -147,28 +175,60 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
             {t("Manage email, document, and notification templates for {productTitle}", { productTitle: entityTitle })}
           </p>
         </div>
-        <Button onClick={handleCreateNew}>
-          <Plus className="mr-2 h-4 w-4" />
-          {t("Create Template")}
-        </Button>
+        <div className="flex items-center gap-3">
+          {!isBundle && outlets.length > 0 && (
+            <div className="flex items-center gap-2">
+              <label htmlFor="template-scope" className="text-sm font-medium text-gray-600">
+                {t("Scope")}
+              </label>
+              <select
+                id="template-scope"
+                value={scopeOutletId}
+                onChange={(e) => setScopeOutletId(e.target.value)}
+                className="rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 focus:border-blue-500 focus:outline-none"
+              >
+                <option value="">{t("Product default")}</option>
+                {outlets.map((o) => (
+                  <option key={o.id} value={o.id}>
+                    {o.name}
+                  </option>
+                ))}
+              </select>
+            </div>
+          )}
+          {!scopeOutletId && (
+            <Button onClick={handleCreateNew}>

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/services/policyAcceptanceService.ts | head -150"}

diff --git a/src/services/policyAcceptanceService.ts b/src/services/policyAcceptanceService.ts
index a33251cf..54f8c45e 100644
--- a/src/services/policyAcceptanceService.ts
+++ b/src/services/policyAcceptanceService.ts
@@ -17,6 +17,7 @@ import { buildPricingDataSnapshot } from '@/utils/pricingSnapshot.js';
 import { resolvePaymentProvider } from '@/domains/payments/service.js';
 import { isExternalProvider } from '@/domains/payments/registry.js';
 import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
+import { resolveBrandingTokens, type BrandingTokens } from '@/services/outletBrandingService.js';
 import { AWAITING_ACCEPTANCE_STATUS, maskValue } from '@/utils/acceptanceDisplay.js';
 import { mergeTranslationDefaults } from '@/services/productTranslationDefaults.js';
 import { translateTemplateString } from '@/services/templateI18nService.js';
@@ -88,6 +89,10 @@ export interface AcceptanceView {
   translationOverrides: Record<string, Record<string, string>> | null;
   // Restrict the embed's language switcher to the product's active locales.
   activeLocales: string[] | null;
+  // Outlet-resolved branding (logo + accent color + name) so the acceptance
+  // screen renders the originating outlet's look-and-feel; falls back to the
+  // organization default when the outlet sets nothing (#263).
+  branding: BrandingTokens;
 }
 
 export async function buildAcceptanceView(
@@ -191,6 +196,7 @@ export async function buildAcceptanceView(
           item.termsTemplateType,
           organizationId,
           locale,
+          order.outletId,
         );
         if (template) templateId = String(template.id);
       }
@@ -248,6 +254,8 @@ export async function buildAcceptanceView(
   const product = await Product.findOne(request, { where: { id: order.productId } });
   const provider = product ? await resolvePaymentProvider(product, order.bundleSubscriptionId) : 'internal';
 
+  const branding = await resolveBrandingTokens(organizationId, order.outletId);
+
   const pricingData = buildPricingDataSnapshot({
     productPlanName: order.productPlanName,
     productPlanTitle: null,
@@ -295,5 +303,6 @@ export async function buildAcceptanceView(
       ],
     ),
     activeLocales: (product?.activeLocales as string[] | null) ?? null,
+    branding,
   };
 }

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git --no-pager diff HEAD 2>&1 | wc -l"}

     216

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/schemas/typebox/product/ProductTemplate.ts"}

diff --git a/src/schemas/typebox/product/ProductTemplate.ts b/src/schemas/typebox/product/ProductTemplate.ts
index c166f029..ef8bd905 100644
--- a/src/schemas/typebox/product/ProductTemplate.ts
+++ b/src/schemas/typebox/product/ProductTemplate.ts
@@ -1,5 +1,5 @@
 import { Type, type Static } from '@sinclair/typebox';
-import { Uuid, IsoDateTime, NullableInteger } from '../_helpers.js';
+import { Uuid, IsoDateTime, NullableInteger, NullableUuid } from '../_helpers.js';
 
 export const ProductTemplatePublicFields = [
   'id',
@@ -16,6 +16,7 @@ export const ProductTemplatePublicFields = [
   'productId',
   'bundleId',
   'templateLibraryId',
+  'outletId',
   'createdAt',
   'updatedAt',
 ] as const;
@@ -80,6 +81,10 @@ export const ProductTemplateSchema = Type.Object(
     templateLibraryId: Type.Optional(
       NullableInteger({ description: 'Optional FK to TemplateLibrary this template was cloned from.' }),
     ),
+    outletId: NullableUuid({
+      description:
+        'FK to Outlet. NULL = product default; a value = a per-outlet override of the product default for that template type.',
+    }),
     createdAt: IsoDateTime({ description: 'Creation timestamp.' }),
     updatedAt: IsoDateTime({ description: 'Last update timestamp.' }),
   },

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git --no-pager diff HEAD -- app/components/products/templates/TemplatesTab.tsx app/types/template.ts app/services/templateService.ts 2>&1"}

diff --git a/app/components/products/templates/TemplatesTab.tsx b/app/components/products/templates/TemplatesTab.tsx
index 319932e..d85f685 100644
--- a/app/components/products/templates/TemplatesTab.tsx
+++ b/app/components/products/templates/TemplatesTab.tsx
@@ -6,6 +6,7 @@ import { Plus } from "lucide-react";
 
 import TemplateCreationWizard from "./TemplateCreationWizard";
 import TemplatesList from "./TemplatesList";
+import OutletTemplateOverrides from "./OutletTemplateOverrides";
 import { showErrorToast } from "../../Toast";
 import { Button } from "../../ui/button";
 
@@ -20,8 +21,10 @@ import {
   updateProductTemplate,
   updateBundleTemplate,
 } from "@/app/services/templateService";
+import api from "@/app/src/utils/api";
 import { ProductData } from "@/app/types/product";
 import { ProductTemplate, TemplateType } from "@/app/types/template";
+import { Outlet } from "@/app/types/outlet";
 import { useTranslation } from "@gangkharai/lmt/client";
 
 interface TemplatesTabProps {
@@ -40,6 +43,9 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
   const [currentPage, setCurrentPage] = useState(1);
   const [totalPages, setTotalPages] = useState(1);
   const [totalCount, setTotalCount] = useState(0);
+  // Per-outlet override scope (#263): "" = product default; otherwise an outlet id.
+  const [outlets, setOutlets] = useState<Outlet[]>([]);
+  const [scopeOutletId, setScopeOutletId] = useState<string>("");
 
   const isBundle = !!bundleId;
   const entityId = isBundle ? bundleId : product!.id;
@@ -84,6 +90,26 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
     }
   }, [entityId, currentPage, selectedType, fetchTemplatesFn]);
 
+  // Load the org's active outlets so a product's templates can be overridden
+  // per outlet (#263). Bundles have no outlet override layer.
+  useEffect(() => {
+    if (isBundle) return;
+    let cancelled = false;
+    (async () => {
+      try {
+        const res = await api.get<{ data: Outlet[] }>("/outlets");
+        if (!cancelled) {
+          setOutlets((res.data.data || []).filter((o) => o.status === "active"));
+        }
+      } catch (error) {
+        console.error("Error loading outlets:", error);
+      }
+    })();
+    return () => {
+      cancelled = true;
+    };
+  }, [isBundle]);
+
   // Load initial data
   useEffect(() => {
     loadTemplateTypes();
@@ -137,6 +163,8 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
     );
   }
 
+  const selectedOutlet = outlets.find((o) => o.id === scopeOutletId) || null;
+
   return (
     <div className="space-y-6">
       {/* Header */}
@@ -147,28 +175,60 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
             {t("Manage email, document, and notification templates for {productTitle}", { productTitle: entityTitle })}
           </p>
         </div>
-        <Button onClick={handleCreateNew}>
-          <Plus className="mr-2 h-4 w-4" />
-          {t("Create Template")}
-        </Button>
+        <div className="flex items-center gap-3">
+          {!isBundle && outlets.length > 0 && (
+            <div className="flex items-center gap-2">
+              <label htmlFor="template-scope" className="text-sm font-medium text-gray-600">
+                {t("Scope")}
+              </label>
+              <select
+                id="template-scope"
+                value={scopeOutletId}
+                onChange={(e) => setScopeOutletId(e.target.value)}
+                className="rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 focus:border-blue-500 focus:outline-none"
+              >
+                <option value="">{t("Product default")}</option>
+                {outlets.map((o) => (
+                  <option key={o.id} value={o.id}>
+                    {o.name}
+                  </option>
+                ))}
+              </select>
+            </div>
+          )}
+          {!scopeOutletId && (
+            <Button onClick={handleCreateNew}>
+              <Plus className="mr-2 h-4 w-4" />
+              {t("Create Template")}
+            </Button>
+          )}
+        </div>
       </div>
 
-      {/* Templates List */}
-      <TemplatesList
-        templates={templates}
-        templateTypes={templateTypes}
-        loading={loading}
-        selectedType={selectedType}
-        onTypeFilter={handleTypeFilter}
-        onDelete={handleDelete}
-        productId={entityId}
-        currentPage={currentPage}
-        totalPages={totalPages}
-        totalCount={totalCount}
-        onPageChange={handlePageChange}
-        deleteTemplateFn={deleteTemplateFn}
-        getEditUrl={getEditUrl}
-      />
+      {scopeOutletId && selectedOutlet ? (
+        // Per-outlet override manager (#263)
+        <OutletTemplateOverrides
+          productId={entityId}
+          outlet={selectedOutlet}
+          templateTypes={templateTypes}
+        />
+      ) : (
+        <TemplatesList
+          templates={templates}
+          templateTypes={templateTypes}
+          loading={loading}
+          selectedType={selectedType}
+          onTypeFilter={handleTypeFilter}
+          onDelete={handleDelete}
+          productId={entityId}
+          currentPage={currentPage}
+          totalPages={totalPages}
+          totalCount={totalCount}
+          onPageChange={handlePageChange}
+          deleteTemplateFn={deleteTemplateFn}
+          getEditUrl={getEditUrl}
+        />
+      )}
     </div>
   );
 };
diff --git a/app/services/templateService.ts b/app/services/templateService.ts
index e0884b1..688789e 100644
--- a/app/services/templateService.ts
+++ b/app/services/templateService.ts
@@ -33,6 +33,9 @@ export const fetchProductTemplates = async (
     limit?: number;
     templateType?: string;
     active?: boolean;
+    // Omit for product defaults; pass an outlet UUID for that outlet's
+    // overrides (#263).
+    outletId?: string;
   } = {}
 ): Promise<{
   templates: ProductTemplate[];
diff --git a/app/types/template.ts b/app/types/template.ts
index 3de9615..5413f3a 100644
--- a/app/types/template.ts
+++ b/app/types/template.ts
@@ -17,6 +17,8 @@ export interface ProductTemplate {
   productId: number;
   templateLibraryId?: number;
   organizationId: string;
+  // null = product default; an outlet UUID = a per-outlet override (#263).
+  outletId?: string | null;
   createdAt: string;
   updatedAt: string;
 }
@@ -30,6 +32,8 @@ export interface CreateTemplateRequest {
   contentType?: string;
   active?: boolean;
   templateLibraryId?: number;
+  // Set to create a per-outlet override of the product default (#263).
+  outletId?: string | null;
 }
 
 export interface TemplateValidation {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/schemas/plus/template.schemas.ts"}

diff --git a/src/schemas/plus/template.schemas.ts b/src/schemas/plus/template.schemas.ts
index 35eb3c14..97e2a3d4 100644
--- a/src/schemas/plus/template.schemas.ts
+++ b/src/schemas/plus/template.schemas.ts
@@ -58,6 +58,7 @@ export const getProductTemplatesQuerystringSchema = Type.Object({
     templateType: Type.Optional(Type.String({ enum: templateTypeEnum, description: 'Filter by template type', example: 'welcome_email' })),
     active: Type.Optional(Type.String({ enum: ['true', 'false'], description: 'Filter by active status', example: 'true' })),
     locale: Type.Optional(Type.String({ maxLength: 10, description: 'Filter by locale (e.g., en, es, pt_BR)', example: 'es' })),
+    outletId: Type.Optional(Type.String({ format: 'uuid', description: 'Override scope: omit for the product defaults, or pass an outlet UUID to list that outlet\'s overrides.', example: '550e8400-e29b-41d4-a716-446655440000' })),
 });
 
 export const createProductTemplateBodySchema = Type.Object({
@@ -70,6 +71,7 @@ export const createProductTemplateBodySchema = Type.Object({
     active: Type.Boolean({ description: 'Whether the template is active', example: true }),
     templateLibraryId: Type.Optional(Type.String({ description: 'ID of the template library template to base this on', example: '550e8400-e29b-41d4-a716-446655440000' })),
     locale: Type.Optional(Type.String({ maxLength: 10, description: 'Locale code (e.g., en, es, pt_BR). Defaults to en', example: 'en' })),
+    outletId: Type.Optional(Type.String({ format: 'uuid', description: 'When set, creates a per-outlet override of the product default for this template type; omit to create/update the product default.', example: '550e8400-e29b-41d4-a716-446655440000' })),
 });
 
 export const productIdAndTemplateIdParamsSchema = Type.Object({

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx"}

1	"use client";
2	
3	import React, { useState, useEffect, useCallback } from "react";
4	import { useRouter } from "next/navigation";
5	
6	import { Edit, Plus, RotateCcw, Layers } from "lucide-react";
7	
8	import { showErrorToast, showSuccessToast } from "../../Toast";
9	import { Button } from "../../ui/button";
10	import {
11	  Dialog,
12	  DialogContent,
13	  DialogDescription,
14	  DialogFooter,
15	  DialogHeader,
16	  DialogTitle,
17	} from "../../ui/dialog";
18	
19	import {
20	  fetchProductTemplates,
21	  createProductTemplate,
22	  deleteProductTemplate,
23	} from "@/app/services/templateService";
24	import { ProductTemplate, TemplateType } from "@/app/types/template";
25	import { Outlet } from "@/app/types/outlet";
26	import { useTranslation } from "@gangkharai/lmt/client";
27	
28	interface OutletTemplateOverridesProps {
29	  productId: number;
30	  outlet: Outlet;
31	  templateTypes: TemplateType[];
32	}
33	
34	// Per-outlet override manager for a single product (#263). For every active
35	// product-default template it shows whether the selected outlet inherits the
36	// default or overrides it, and lets the user customize (clone the default into
37	// an outlet override) or reset (delete the override → re-inherit the default).
38	const OutletTemplateOverrides: React.FC<OutletTemplateOverridesProps> = ({
39	  productId,
40	  outlet,
41	  templateTypes,
42	}) => {
43	  const t = useTranslation();
44	  const router = useRouter();
45	
46	  const [defaults, setDefaults] = useState<ProductTemplate[]>([]);
47	  const [overrides, setOverrides] = useState<ProductTemplate[]>([]);
48	  const [loading, setLoading] = useState(true);
49	  const [busyType, setBusyType] = useState<string | null>(null);
50	  const [resetTarget, setResetTarget] = useState<ProductTemplate | null>(null);
51	  const [isResetting, setIsResetting] = useState(false);
52	
53	  const load = useCallback(async () => {
54	    try {
55	      setLoading(true);
56	      const [defaultRes, overrideRes] = await Promise.all([
57	        fetchProductTemplates(productId, { page: 1, limit: 100, active: true }),
58	        fetchProductTemplates(productId, { page: 1, limit: 100, outletId: outlet.id }),
59	      ]);
60	      setDefaults(defaultRes.templates);
61	      setOverrides(overrideRes.templates);
62	    } catch (error) {
63	      console.error("Error loading outlet template overrides:", error);
64	      showErrorToast(t("Failed to load templates"));
65	    } finally {
66	      setLoading(false);
67	    }
68	  }, [productId, outlet.id, t]);
69	
70	  useEffect(() => {
71	    load();
72	  }, [load]);
73	
74	  const getTypeLabel = (typeValue: string): string =>
75	    templateTypes.find((type) => type.value === typeValue)?.label || typeValue;
76	
77	  // The override for a given default (matched on type + locale so localized
78	  // defaults each get their own override row).
79	  const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>
80	    overrides.find(
81	      (o) => o.templateType === def.templateType && o.active && (o as { locale?: string }).locale === (def as { locale?: string }).locale,
82	    );
83	
84	  const handleCustomize = async (def: ProductTemplate) => {
85	    try {
86	      setBusyType(def.templateType);
87	      const created = await createProductTemplate(productId, {
88	        name: def.name,
89	        title: def.title,
90	        description: def.description,
91	        templateType: def.templateType,
92	        content: def.content,
93	        contentType: def.contentType,
94	        active: true,
95	        outletId: outlet.id,
96	      });
97	      showSuccessToast(t("Override created for {outlet}", { outlet: outlet.name }));
98	      router.push(`/products/${productId}/templates/${created.id}`);
99	    } catch (error) {
100	      console.error("Error creating outlet override:", error);
101	      showErrorToast(t("Failed to create override"));
102	      setBusyType(null);
103	    }
104	  };
105	
106	  const handleConfirmReset = async () => {
107	    if (!resetTarget) return;
108	    try {
109	      setIsResetting(true);
110	      await deleteProductTemplate(productId, resetTarget.id);
111	      showSuccessToast(t("Reset to product default"));
112	      setResetTarget(null);
113	      await load();
114	    } catch (error) {
115	      console.error("Error resetting outlet override:", error);
116	      showErrorToast(t("Failed to reset override"));
117	    } finally {
118	      setIsResetting(false);
119	    }
120	  };
121	
122	  const logoUrl = outlet.brandingMetadata?.logoUrl;
123	  const color = outlet.brandingMetadata?.color;
124	
125	  if (loading) {
126	    return (
127	      <div className="flex items-center justify-center py-12">
128	        <div className="text-center">
129	          <div className="mb-4 h-8 w-8 animate-spin rounded-full border-4 border-blue-600 border-t-transparent"></div>
130	          <p className="text-gray-600">{t("Loading templates...")}</p>
131	        </div>
132	      </div>
133	    );
134	  }
135	
136	  return (
137	    <div className="space-y-6">
138	      {/* Outlet branding header — the look-and-feel these overrides inherit. */}
139	      <div className="flex items-center gap-4 rounded-lg border border-gray-200 bg-gray-50 p-4">
140	        {logoUrl ? (
141	          // eslint-disable-next-line @next/next/no-img-element
142	          <img
143	            src={logoUrl}
144	            alt={t("{outlet} logo", { outlet: outlet.name })}
145	            className="h-10 w-10 rounded object-contain"
146	          />
147	        ) : (
148	          <div
149	            className="flex h-10 w-10 items-center justify-center rounded text-sm font-semibold text-white"
150	            style={{ backgroundColor: color || "#6b7280" }}
151	          >
152	            {outlet.name.charAt(0).toUpperCase()}
153	          </div>
154	        )}
155	        <div className="min-w-0 flex-1">
156	          <p className="truncate font-medium text-gray-900">{outlet.name}</p>
157	          <p className="text-sm text-gray-500">
158	            {t("Documents below use this outlet's branding tokens ({logo}, {color}). Anything not overridden inherits the product default.", {
159	              logo: "{{logoUrl}}",
160	              color: "{{brandColor}}",
161	            })}
162	          </p>
163	        </div>
164	        {color && (
165	          <span
166	            className="inline-flex items-center gap-1 rounded-full border border-gray-200 bg-white px-2.5 py-1 text-xs font-medium text-gray-700"
167	          >
168	            <span className="h-3 w-3 rounded-full" style={{ backgroundColor: color }} />
169	            {color}
170	          </span>
171	        )}
172	      </div>
173	
174	      {defaults.length === 0 ? (
175	        <div className="py-12 text-center">
176	          <Layers className="mx-auto h-10 w-10 text-gray-400" />
177	          <h3 className="mt-4 text-sm font-medium text-gray-900">{t("No templates to override")}</h3>
178	          <p className="mt-1 text-sm text-gray-500">
179	            {t("Create product-default templates first, then customize them per outlet.")}
180	          </p>
181	        </div>
182	      ) : (
183	        <div className="overflow-hidden rounded-lg border border-gray-200">
184	          <table className="min-w-full divide-y divide-gray-200">
185	            <thead className="bg-gray-50">
186	              <tr>
187	                <th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-gray-500">{t("Document")}</th>
188	                <th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-gray-500">{t("Status")}</th>
189	                <th className="px-6 py-3 text-right text-xs font-medium uppercase tracking-wider text-gray-500">{t("Actions")}</th>
190	              </tr>
191	            </thead>
192	            <tbody className="divide-y divide-gray-200 bg-white">
193	              {defaults.map((def) => {
194	                const

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/schemas/customerTemplate.schemas.ts"}

diff --git a/src/schemas/customerTemplate.schemas.ts b/src/schemas/customerTemplate.schemas.ts
index 91b67ee4..375ec967 100644
--- a/src/schemas/customerTemplate.schemas.ts
+++ b/src/schemas/customerTemplate.schemas.ts
@@ -48,6 +48,13 @@ export const productTemplateQuerystringSchema = Type.Object({
             example: 'en',
         }),
     ),
+    outletId: Type.Optional(
+        Type.String({
+            format: 'uuid',
+            description: 'Resolve the template for this outlet: the outlet override is returned when present, otherwise the product default (#263).',
+            example: '550e8400-e29b-41d4-a716-446655440000',
+        }),
+    ),
 });
 
 export type ProductTemplateQuerystring = Static<typeof productTemplateQuerystringSchema>;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git --no-pager diff HEAD -- app/products/[id]/templates/[templateId]/page.tsx 2>&1"}

(eval):1: no matches found: app/products/[id]/templates/[templateId]/page.tsx

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git log --oneline --all | head -20"}

a656b2cb Merge branch 'development' into auto/api-466-passkey-webauthn-login
66294b9c feat: add Telepeaje Sancor campaign integration
47363b5d Dashboard Configurability — Admin-Defined Widgets, Views
c38f6dce test(#460): QE eval proof screenshots (cooling-off UI verification)
750178e0 feat: timed/delayed emails for cooling-off periods (#460)
92f8612e Merge pull request #477 from gangkharai/feature/client-secret-sha256-versioned-auth
94cbe7e6 feat(auth): versioned client-secret hashing — SHA-256 for new credentials
c7ed8bf4 test(qe): round-2 eval screenshots for #462 (reconcile-to-policy verified in UI)
4fda1d1c fix(direct-debit): validate linked policy exists when scheduling a collection
79149d72 test(qe): add independent QE eval screenshots for #462
7b4e772e feat: Nordic bank direct debit (Autogiro SE / Betalingsservice DK) (#462)
a8b52403 Merge pull request #473 from gangkharai/docs/sync-model-mapping-agents
efe51c69 docs(lens): sync model-mapping AGENTS with single-source change
9cb7706b test(#463): independent QE round-2 eval screenshots (cancellation verified live)
6dd1913b Merge pull request #471 from gangkharai/development-rescue
c400bb66 Merge pull request #472 from gangkharai/rescue/validate-synth-client-credential
2e52291e fix(payments): refund PaymentIntent on subscription policy cancellation (#463)
128eeeb0 feat(lens): validate synthetic-client credential at creation
fe0a7731 test(#463): independent QE eval screenshots
201b4ce1 Merge pull request #470 from gangkharai/NOREF-client-synthetic

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git status 2>&1 | head -50"}

On branch auto/portal-263-per-outlet-documents-template
Your branch is up to date with 'origin/auto/api-456-outlet-catalog-per-product-outle'.

Changes not staged for commit:
  (use "git add <file>..." to update what will be committed)
  (use "git restore <file>..." to discard changes in working directory)
	modified:   app/components/products/templates/TemplatesTab.tsx
	modified:   app/products/[id]/templates/[templateId]/page.tsx
	modified:   app/services/templateService.ts
	modified:   app/types/template.ts

Untracked files:
  (use "git add <file>..." to include in what will be committed)
	app/components/products/templates/OutletTemplateOverrides.tsx

no changes added to commit (use "git add" and/or "git commit -a")

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && find src/models -name \"*Outlet*\" -type f"}

src/models/ProductOutlet.ts
src/models/internal/_Outlet.ts
src/models/internal/_ProductOutlet.ts
src/models/Outlet.ts

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/products/[id]/templates/[templateId]/page.tsx"}

1	// Processed for translation - checking for string literals
2	"use client";
3	
4	import React, { useState, useEffect } from "react";
5	import { useRouter } from "next/navigation";
6	
7	import { Layers } from "lucide-react";
8	
9	import AppLayout from "@/app/components/AppLayout";
10	import TemplateEditor from "@/app/components/products/templates/TemplateEditor";
11	import { ProtectedRoute } from "@/app/components/ProtectedRoute";
12	import { CRMOnlyRoute } from "@/app/components/UserTypeRoute";
13	import api from "@/app/src/utils/api";
14	import { ProductData } from "@/app/types/product";
15	import { ProductTemplate } from "@/app/types/template";
16	import { fetchProductTemplateById, fetchTemplateTypes } from "@/app/services/templateService";
17	import { TemplateType } from "@/app/types/template";
18	import { showErrorToast } from "@/app/components/Toast";
19	import { useLMT } from "@/lib/lmt/config";
20	
21	export default function ProductTemplateEditPage({
22	  params,
23	}: {
24	  params: { id: string; templateId: string };
25	}) {
26	  // Unwrap params using React.use() if it's a promise
27	  const unwrappedParams = params instanceof Promise ? React.use(params) : params;
28	  const productId = unwrappedParams?.id || "";
29	  const templateId = unwrappedParams?.templateId || "";
30	  const router = useRouter();
31	  const { t } = useLMT();
32	
33	  const isValidParams = Boolean(productId && templateId);
34	  const [product, setProduct] = useState<ProductData | null>(null);
35	  const [template, setTemplate] = useState<ProductTemplate | null>(null);
36	  const [templateTypes, setTemplateTypes] = useState<TemplateType[]>([]);
37	  const [loading, setLoading] = useState(isValidParams);
38	  const [error, setError] = useState<React.ReactNode | null>(
39	    isValidParams ? null : t("Invalid product or template ID")
40	  );
41	
42	  useEffect(() => {
43	    if (!isValidParams) {
44	      return;
45	    }
46	
47	    const fetchData = async () => {
48	      try {
49	        setLoading(true);
50	
51	        // Fetch product
52	        const productResponse = await api.get(`/products/${productId}`);
53	        setProduct(productResponse.data.data);
54	
55	        // Fetch template types
56	        const types = await fetchTemplateTypes();
57	        setTemplateTypes(types);
58	
59	        // Fetch template
60	        const templateData = await fetchProductTemplateById(
61	          parseInt(productId, 10),
62	          parseInt(templateId, 10)
63	        );
64	        setTemplate(templateData);
65	
66	        setLoading(false);
67	      } catch (error) {
68	        console.error("Error fetching data:", error);
69	        setError(t("Failed to load template details"));
70	        showErrorToast(t("Failed to load template details"));
71	        setLoading(false);
72	      }
73	    };
74	
75	    fetchData();
76	  }, [productId, templateId, isValidParams, t]);
77	
78	  const handleSave = (_savedTemplate: ProductTemplate) => {
79	    // Navigate back to templates list after saving
80	    router.push(`/products/${productId}/templates`);
81	  };
82	
83	  const handleCancel = () => {
84	    // Navigate back to templates list on cancel
85	    router.push(`/products/${productId}/templates`);
86	  };
87	
88	  if (loading) {
89	    return (
90	      <ProtectedRoute>
91	        <CRMOnlyRoute>
92	          <AppLayout>
93	            <div className="px-4 py-6 sm:px-0">
94	              <div className="overflow-hidden rounded-md bg-white shadow-md">
95	                <div className="flex h-64 items-center justify-center">
96	                  <div className="text-center">
97	                    <div className="mb-4 h-12 w-12 animate-spin rounded-full border-4 border-blue-600 border-t-transparent"></div>
98	                    <p className="text-gray-600">{t("Loading template...")}</p>
99	                  </div>
100	                </div>
101	              </div>
102	            </div>
103	          </AppLayout>
104	        </CRMOnlyRoute>
105	      </ProtectedRoute>
106	    );
107	  }
108	
109	  if (error || !product || !template) {
110	    return (
111	      <ProtectedRoute>
112	        <CRMOnlyRoute>
113	          <AppLayout>
114	            <div className="px-4 py-6 sm:px-0">
115	              <div className="overflow-hidden rounded-md bg-white shadow-md">
116	                <div className="p-6 text-center">
117	                  <p className="text-red-600">{error || t("Template not found")}</p>
118	                  <button
119	                    onClick={() => router.push(`/products/${productId}/templates`)}
120	                    className="mt-4 text-blue-600 hover:text-blue-800"
121	                  >
122	                    {t("← Back to Templates")}
123	                  </button>
124	                </div>
125	              </div>
126	            </div>
127	          </AppLayout>
128	        </CRMOnlyRoute>
129	      </ProtectedRoute>
130	    );
131	  }
132	
133	  return (
134	    <ProtectedRoute>
135	      <CRMOnlyRoute>
136	        <AppLayout>
137	          <div className="px-4 py-6 sm:px-0">
138	            {template.outletId && (
139	              // Per-outlet override editing surface (#263): make the scope and
140	              // the no-clobber guarantee explicit.
141	              <div className="mb-4 flex items-start gap-2 rounded-md border border-blue-200 bg-blue-50 p-4 text-sm text-blue-800">
142	                <Layers className="mt-0.5 h-4 w-4 flex-shrink-0" />
143	                <span>
144	                  {t("You're editing a per-outlet override. Saving changes only this outlet's document — the product default stays untouched.")}
145	                </span>
146	              </div>
147	            )}
148	            <div className="overflow-hidden rounded-md bg-white shadow-md">
149	              <div className="p-6">
150	                <TemplateEditor
151	                  productId={parseInt(productId, 10)}
152	                  template={template}
153	                  templateTypes={templateTypes}
154	                  onSave={handleSave}
155	                  onCancel={handleCancel}
156	                />
157	              </div>
158	            </div>
159	          </div>
160	        </AppLayout>
161	      </CRMOnlyRoute>
162	    </ProtectedRoute>
163	  );
164	}
165	

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_Outlet.ts","limit":50}

1	import { Table, Column, Model, DataType } from 'sequelize-typescript';
2	
3	export type OutletStatus = 'active' | 'inactive' | 'archived';
4	
5	/**
6	 * An outlet is a selling point (bank branch, car dealership, e-commerce
7	 * merchant/franchise) within an organization. A single product can be sold by
8	 * many outlets, with each sale attributed to the originating outlet — replacing
9	 * the legacy "duplicate the product and suffix its name" workaround.
10	 */
11	@Table({
12	  modelName: 'Outlet',
13	  tableName: 'Outlets',
14	  timestamps: true,
15	  indexes: [
16	    {
17	      fields: ['organizationId', 'externalRef'],
18	      unique: true,
19	      name: 'idx_outlet_org_external_ref',
20	    },
21	    {
22	      fields: ['organizationId', 'status'],
23	      name: 'idx_outlet_org_status',
24	    },
25	  ],
26	})
27	export class _Outlet extends Model {
28	  @Column({
29	    type: DataType.UUID,
30	    primaryKey: true,
31	    defaultValue: DataType.UUIDV4,
32	  })
33	  declare id: string;
34	
35	  @Column({
36	    type: DataType.UUID,
37	    allowNull: false,
38	  })
39	  declare organizationId: string;
40	
41	  @Column({
42	    type: DataType.STRING(255),
43	    allowNull: true,
44	  })
45	  declare externalRef: string | null;
46	
47	  @Column({
48	    type: DataType.STRING(255),
49	    allowNull: false,
50	    validate: {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && git --no-pager diff HEAD 2>&1 | head -150"}

diff --git a/src/components/AcceptancePage.css b/src/components/AcceptancePage.css
index 009d85d..491493b 100644
--- a/src/components/AcceptancePage.css
+++ b/src/components/AcceptancePage.css
@@ -89,3 +89,13 @@
 .acceptance-actions .acceptance-accept {
   flex: 1 1 auto;
 }
+
+/* Per-outlet branding logo on the acceptance screen (#263). */
+.acceptance-main header .acceptance-brand-logo {
+  display: block;
+  max-height: 48px;
+  max-width: 200px;
+  width: auto;
+  object-fit: contain;
+  margin-bottom: 1rem;
+}
diff --git a/src/components/AcceptancePage.tsx b/src/components/AcceptancePage.tsx
index 5087bff..a232f60 100644
--- a/src/components/AcceptancePage.tsx
+++ b/src/components/AcceptancePage.tsx
@@ -28,7 +28,7 @@ export default function AcceptancePage({ acceptanceData, token, onError }: Accep
   const [acceptedTerms, setAcceptedTerms] = useState<Set<number>>(new Set());
   const [submitting, setSubmitting] = useState(false);
 
-  const { acceptance, pricingData, terms, productName, quoteId, paymentFrequency } = acceptanceData;
+  const { acceptance, pricingData, terms, productName, quoteId, paymentFrequency, branding } = acceptanceData;
   const termsByItemId = new Map(terms.map((term) => [term.itemId, term]));
   const requiredTermIds = terms.filter((term) => term.required).map((term) => term.itemId);
   const allRequiredAccepted = requiredTermIds.every((id) => acceptedTerms.has(id));
@@ -179,11 +179,24 @@ export default function AcceptancePage({ acceptanceData, token, onError }: Accep
     )
   );
 
+  // Per-outlet branding (#263): tint the screen with the outlet's accent color
+  // and show its logo, so two outlets on one product render distinct identities.
+  const brandStyle = branding?.brandColor
+    ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)
+    : undefined;
+
   return (
-    <div className='acceptance-page'>
+    <div className='acceptance-page' style={brandStyle}>
       <div className='acceptance-layout'>
       <article className='acceptance-main'>
         <header>
+          {branding?.logoUrl && (
+            <img
+              className='acceptance-brand-logo'
+              src={branding.logoUrl}
+              alt={branding.brandName || productName}
+            />
+          )}
           <hgroup>
             <h2>{acceptance.title ? tDynamic(acceptance.title) : t('Review and accept')}</h2>
             {acceptance.subtitle && <p>{tDynamic(acceptance.subtitle)}</p>}
diff --git a/src/types/config.ts b/src/types/config.ts
index 1d781b4..2cf5706 100644
--- a/src/types/config.ts
+++ b/src/types/config.ts
@@ -74,6 +74,9 @@ export interface AcceptanceView {
   terms: AcceptanceTerm[];
   translationOverrides?: Record<string, Record<string, string>> | null;
   activeLocales?: string[] | null;
+  // Outlet-resolved branding (logo + accent color); the API falls back to the
+  // organization default when the policy's outlet sets nothing (#263).
+  branding?: { logoUrl: string; brandColor: string; brandName: string } | null;
 }
 
 export interface AcceptPolicyResultPayment {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/models/productTemplateHelpers.ts"}

diff --git a/src/models/productTemplateHelpers.ts b/src/models/productTemplateHelpers.ts
index f1b4cfc6..07f0e60a 100644
--- a/src/models/productTemplateHelpers.ts
+++ b/src/models/productTemplateHelpers.ts
@@ -20,6 +20,7 @@ export async function findActiveProductTemplate(
   templateType: string,
   organizationId: string | undefined,
   locale?: string,
+  outletId?: string | null,
 ): Promise<ProductTemplate | null> {
   if (!organizationId) {
     throw new StatusError(400, 'organizationId required');
@@ -31,9 +32,9 @@ export async function findActiveProductTemplate(
   const ctx = { organizationId };
   const productWhereClause = buildProductWhereClause(lookup, organizationId);
 
-  for (const loc of chain) {
-    const template = await ProductTemplate.findOne(ctx, {
-      where: { templateType, active: true, locale: loc },
+  const findForScope = (loc: string, scopeOutletId: string | null) =>
+    ProductTemplate.findOne(ctx, {
+      where: { templateType, active: true, locale: loc, outletId: scopeOutletId },
       include: [{
         model: Product.raw,
         where: productWhereClause,
@@ -41,7 +42,18 @@ export async function findActiveProductTemplate(
       }],
       order: [['version', 'DESC']],
     });
-    if (template) return template;
+
+  // Resolution is most-specific-wins within each locale: a per-outlet override
+  // beats the product default for the same locale, and a missing override
+  // silently inherits the product default (#263). Locale stays the primary
+  // axis so a customer never sees the wrong language.
+  for (const loc of chain) {
+    if (outletId) {
+      const override = await findForScope(loc, outletId);
+      if (override) return override;
+    }
+    const fallback = await findForScope(loc, null);
+    if (fallback) return fallback;
   }
 
   return null;

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/10-per-outlet-templates.spec.ts"}

1	import { test, expect, type APIRequestContext } from '@playwright/test';
2	import { ApiClient } from './helpers/api-client';
3	import { productData } from './helpers/test-data';
4	import { getApiUrl } from '../utils/urls';
5	
6	// Per-outlet document/template overrides within ONE product (#263).
7	// Proves the fallback chain (outlet override → product default) at resolve time
8	// and that editing the product default never clobbers an outlet override.
9	
10	const API_URL = getApiUrl();
11	const CLIENT_ID = process.env.SHERPA_TEST_CLIENT_ID!;
12	const CLIENT_SECRET = process.env.SHERPA_TEST_CLIENT_SECRET!;
13	const AUTH = { Authorization: `Client ${CLIENT_ID}:${CLIENT_SECRET}` };
14	
15	const runId = Date.now();
16	const TYPE = 'terms_conditions';
17	const DEFAULT_V1 = `DEFAULT-TERMS-${runId}-v1`;
18	const DEFAULT_V2 = `DEFAULT-TERMS-${runId}-v2`;
19	const OSLO = `OSLO-TERMS-${runId}`;
20	const BERGEN = `BERGEN-TERMS-${runId}`;
21	
22	const newClient = (request: APIRequestContext) =>
23	  new ApiClient(request, API_URL, CLIENT_ID, CLIENT_SECRET);
24	
25	const termsBody = (marker: string) => ({
26	  name: `terms_${runId}`,
27	  title: `Terms & Conditions ${runId}`,
28	  templateType: TYPE,
29	  content: `<html><body><section class="terms">${marker}</section></body></html>`,
30	  contentType: 'html',
31	  active: true,
32	});
33	
34	// Resolve the active terms template for a product, optionally for an outlet.
35	// This is the exact endpoint sherpa-portal/sherpa-embed render from, so it
36	// exercises the real outlet→default fallback used at send/render time.
37	const resolveTerms = (client: ApiClient, productId: number, outletId?: string) => {
38	  const q = outletId ? `?format=full&outletId=${outletId}` : `?format=full`;
39	  return client.get(`/v1/templates/products/${productId}/${TYPE}/html${q}`);
40	};
41	
42	test.describe.serial('Per-outlet document templates — override & fallback (#263)', () => {
43	  let productId: number;
44	  let outletA: string;
45	  let outletB: string;
46	  let outletC: string;
47	  let defaultId: number;
48	  let overrideAId: number;
49	  let overrideBId: number;
50	
51	  test('setup: one product, three outlets, one product-default terms template', async ({ request }) => {
52	    const client = newClient(request);
53	
54	    const prod = await client.post('/v1/plus/products', {
55	      ...productData,
56	      productName: `outlet_tmpl_${runId}`,
57	      productTitle: `Outlet Templates ${runId}`,
58	    });
59	    expect(prod.status()).toBe(201);
60	    productId = (await prod.json()).data.id;
61	
62	    const mk = async (ref: string) => {
63	      const res = await client.post('/v1/plus/outlets', {
64	        name: `${ref} ${runId}`,
65	        externalRef: `${ref}_${runId}`,
66	        status: 'active',
67	        brandingMetadata: { logoUrl: `https://example.test/${ref}.png`, color: '#123456' },
68	      });
69	      expect(res.status()).toBe(201);
70	      return (await res.json()).data.id as string;
71	    };
72	    outletA = await mk('oslo');
73	    outletB = await mk('bergen');
74	    outletC = await mk('trondheim');
75	
76	    const def = await client.post(`/v1/plus/templates/products/${productId}`, termsBody(DEFAULT_V1));
77	    expect(def.status()).toBe(201);
78	    const defBody = await def.json();
79	    defaultId = defBody.data.id;
80	    // A product default carries no outlet attribution.
81	    expect(defBody.data.outletId == null).toBe(true);
82	  });
83	
84	  test('creates per-outlet overrides for A and B without duplicating the product', async ({ request }) => {
85	    const client = newClient(request);
86	
87	    const a = await client.post(`/v1/plus/templates/products/${productId}`, { ...termsBody(OSLO), outletId: outletA });
88	    expect(a.status()).toBe(201);
89	    const aBody = await a.json();
90	    overrideAId = aBody.data.id;
91	    expect(aBody.data.outletId).toBe(outletA);
92	    // Same product, distinct row from the default — no product duplication.
93	    expect(aBody.data.productId).toBe(productId);
94	    expect(aBody.data.id).not.toBe(defaultId);
95	
96	    const b = await client.post(`/v1/plus/templates/products/${productId}`, { ...termsBody(BERGEN), outletId: outletB });
97	    expect(b.status()).toBe(201);
98	    overrideBId = (await b.json()).data.id;
99	  });
100	
101	  test('list scope separates product defaults from per-outlet overrides', async ({ request }) => {
102	    const client = newClient(request);
103	
104	    const defaults = await client.get(`/v1/plus/templates/products/${productId}?page=1&limit=50`);
105	    expect(defaults.status()).toBe(200);
106	    const dRows = (await defaults.json()).data.templates as Array<{ id: number; outletId: string | null }>;
107	    expect(dRows.every((t) => t.outletId == null)).toBe(true);
108	    expect(dRows.some((t) => t.id === defaultId)).toBe(true);
109	    expect(dRows.some((t) => t.id === overrideAId)).toBe(false);
110	
111	    const aRows = (await (await client.get(`/v1/plus/templates/products/${productId}?page=1&limit=50&outletId=${outletA}`)).json()).data.templates as Array<{ id: number; outletId: string | null }>;
112	    expect(aRows.every((t) => t.outletId === outletA)).toBe(true);
113	    expect(aRows.some((t) => t.id === overrideAId)).toBe(true);
114	
115	    // Outlet C has no overrides — it inherits everything.
116	    const cRows = (await (await client.get(`/v1/plus/templates/products/${productId}?page=1&limit=50&outletId=${outletC}`)).json()).data.templates as unknown[];
117	    expect(cRows.length).toBe(0);
118	  });
119	
120	  test('resolves outlet override → product default at render time', async ({ request }) => {
121	    const client = newClient(request);
122	
123	    expect(await (await resolveTerms(client, productId, outletA)).text()).toContain(OSLO);
124	    expect(await (await resolveTerms(client, productId, outletB)).text()).toContain(BERGEN);
125	
126	    // Outlet C (no override) silently inherits the product default.
127	    const cText = await (await resolveTerms(client, productId, outletC)).text();
128	    expect(cText).toContain(DEFAULT_V1);
129	    expect(cText).not.toContain(OSLO);
130	    expect(cText).not.toContain(BERGEN);
131	
132	    // No outlet context → product default.
133	    expect(await (await resolveTerms(client, productId)).text()).toContain(DEFAULT_V1);
134	  });
135	
136	  test('editing the product default does not clobber outlet overrides', async ({ request }) => {
137	    const client = newClient(request);
138	
139	    const upd = await client.put(`/v1/plus/templates/products/${productId}/${defaultId}`, {
140	      content: `<html><body><section class="terms">${DEFAULT_V2}</section></body></html>`,
141	    });
142	    expect(upd.status()).toBe(200);
143	
144	    // The override rows are untouched.
145	    expect((await (await client.get(`/v1/plus/templates/products/${productId}/${overrideAId}`)).json()).data.content).toContain(OSLO);
146	    expect((await (await client.get(`/v1/plus/templates/products/${productId}/${overrideBId}`)).json()).data.content).toContain(BERGEN);
147	
148	    // Resolution: A/B keep their overrides; C now inherits the *updated* default.
149	    expect(await (await resolveTerms(client, productId, outletA)).text()).toContain(OSLO);
150	    const cText = await (await resolveTerms(client, productId, outletC)).text();
151	    expect(cText).toContain(DEFAULT_V2);
152	    expect(cText).not.toContain(OSLO);
153	  });
154	
155	  test('deleting an override reverts that outlet to the product default', async ({ request }) => {
156	    // Bodyless DELETE via raw request (ApiClient forces a JSON content-type).
157	    const del = await request.delete(`${API_URL}/v1/plus/templates/products/${productId}/${overrideAId}`, { headers: AUTH });
158	    expect(del.status()).toBe(204);
159	
160	    const client = newClient(request);
161	    const aText = await (await resolveTerms(client, productId, outletA)).text();
162	    expect(aText).toContain(DEFAULT_V2);
163	    expect

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -r \"Outlet.findOne\" src/controllers --include=\"*.ts\" | head -10"}

src/controllers/outletController.ts:  const outlet = await Outlet.findOne(ctx, { where });
src/controllers/templateController.ts:    const outlet = await Outlet.findOne({ organizationId }, {

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/types/template.ts"}

1	export interface TemplateType {
2	  value: string;
3	  label: string;
4	  description: string;
5	}
6	
7	export interface ProductTemplate {
8	  id: number;
9	  name: string;
10	  title: string;
11	  description?: string;
12	  templateType: string;
13	  content: string;
14	  contentType: string;
15	  version: number;
16	  active: boolean;
17	  productId: number;
18	  templateLibraryId?: number;
19	  organizationId: string;
20	  // null = product default; an outlet UUID = a per-outlet override (#263).
21	  outletId?: string | null;
22	  createdAt: string;
23	  updatedAt: string;
24	}
25	
26	export interface CreateTemplateRequest {
27	  name: string;
28	  title: string;
29	  description?: string;
30	  templateType: string;
31	  content: string;
32	  contentType?: string;
33	  active?: boolean;
34	  templateLibraryId?: number;
35	  // Set to create a per-outlet override of the product default (#263).
36	  outletId?: string | null;
37	}
38	
39	export interface TemplateValidation {
40	  valid: boolean;
41	  errors?: string[];
42	  variables: string[];
43	}
44	
45	export interface TemplateRenderResult {
46	  rendered: string;
47	  format: string;
48	  templateId: number;
49	  templateName: string;
50	  renderedAt: string;
51	}
52	
53	export interface RenderRequest {
54	  context?: Record<string, unknown>;
55	  format?: "html" | "pdf";
56	}
57	
58	export interface TemplateVariable {
59	  category: string;
60	  vars: string[];
61	}
62	
63	export interface LibraryTemplate {
64	  id: number;
65	  name: string;
66	  title: string;
67	  description?: string;
68	  templateType: string;
69	  content: string;
70	  contentType: string;
71	  version: number;
72	  active: boolean;
73	  isDefault: boolean;
74	  organizationId: string;
75	  createdAt: string;
76	  updatedAt: string;
77	}
78	
79	export interface TemplateCreationStep {
80	  id: number;
81	  title: string;
82	  description: string;
83	  completed: boolean;
84	}
85	

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts","offset":573,"limit":10}

573	  if (outletId) {
574	    const outlet = await Outlet.findOne({ organizationId }, {
575	      where: { id: outletId, organizationId },
576	    });
577	    if (!outlet) {
578	      throw new StatusError(404, 'Outlet not found');
579	    }
580	  }
581	
582	  try {

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/services/templateService.ts","limit":100}

1	import api from "../src/utils/api";
2	import {
3	  TemplateType,
4	  ProductTemplate,
5	  CreateTemplateRequest,
6	  TemplateValidation,
7	  TemplateRenderResult,
8	  RenderRequest,
9	  LibraryTemplate,
10	} from "../types/template";
11	
12	// Get Template Types
13	export const fetchTemplateTypes = async (): Promise<TemplateType[]> => {
14	  try {
15	    const response = await api.get("/templates/types");
16	
17	    if (response.data.status === "success") {
18	      return response.data.data.types;
19	    } else {
20	      throw new Error(response.data.message || "Failed to load template types");
21	    }
22	  } catch (error) {
23	    console.error("Error loading template types:", error);
24	    throw error;
25	  }
26	};
27	
28	// Get Product Templates
29	export const fetchProductTemplates = async (
30	  productId: number,
31	  options: {
32	    page?: number;
33	    limit?: number;
34	    templateType?: string;
35	    active?: boolean;
36	    // Omit for product defaults; pass an outlet UUID for that outlet's
37	    // overrides (#263).
38	    outletId?: string;
39	  } = {}
40	): Promise<{
41	  templates: ProductTemplate[];
42	  totalCount: number;
43	  totalPages: number;
44	  currentPage: number;
45	}> => {
46	  try {
47	    const params = new URLSearchParams();
48	    Object.entries(options).forEach(([key, value]) => {
49	      if (value !== undefined) params.set(key, value.toString());
50	    });
51	
52	    const response = await api.get(`/templates/products/${productId}?${params}`);
53	
54	    if (response.data.status === "success") {
55	      return response.data.data;
56	    } else {
57	      throw new Error(response.data.message || "Failed to load templates");
58	    }
59	  } catch (error) {
60	    console.error("Error loading product templates:", error);
61	    throw error;
62	  }
63	};
64	
65	// Get Single Product Template by ID
66	export const fetchProductTemplateById = async (
67	  productId: number,
68	  templateId: number
69	): Promise<ProductTemplate> => {
70	  try {
71	    const response = await api.get(`/templates/products/${productId}/${templateId}`);
72	
73	    if (response.data.status === "success") {
74	      return response.data.data;
75	    } else {
76	      throw new Error(response.data.message || "Failed to load template");
77	    }
78	  } catch (error) {
79	    console.error("Error loading template by ID:", error);
80	    throw error;
81	  }
82	};
83	
84	// Create Product Template
85	export const createProductTemplate = async (
86	  productId: number,
87	  template: CreateTemplateRequest
88	): Promise<ProductTemplate> => {
89	  try {
90	    const response = await api.post(`/templates/products/${productId}`, template);
91	
92	    if (response.data.status === "success") {
93	      return response.data.data;
94	    } else {
95	      throw new Error(response.data.message || "Failed to create template");
96	    }
97	  } catch (error) {
98	    console.error("Error creating template:", error);
99	    throw error;
100	  }

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts","offset":257,"limit":15}

257	  clone(): Partial<_ProductTemplate> {
258	    return {
259	      name: `${this.name}_copy`,
260	      title: `${this.title} (Copy)`,
261	      description: this.description,
262	      templateType: this.templateType,
263	      content: this.content,
264	      contentType: this.contentType,
265	      version: 1,
266	      active: this.active,
267	      productId: this.productId,
268	      templateLibraryId: this.templateLibraryId,
269	      locale: this.locale,
270	    };
271	  }

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -r \"findActiveProductTemplate\" src --include=\"*.ts\" -A 3 -B 1"}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && rg -A 5 -B 5 \"locale\" app/types/template.ts app/services/templateService.ts 2>&1 | head -50"}

(Bash completed with no output)

src/models/internal/_ProductTemplate.ts-  // template overrides the product default for that outlet. Resolution
src/models/internal/_ProductTemplate.ts:  // (outlet override → product default) lives in findActiveProductTemplate.
src/models/internal/_ProductTemplate.ts-  @ForeignKey(() => _Outlet)
src/models/internal/_ProductTemplate.ts-  @Column({
src/models/internal/_ProductTemplate.ts-    type: DataType.UUID,
--
src/models/productTemplateHelpers.ts-
src/models/productTemplateHelpers.ts:export async function findActiveProductTemplate(
src/models/productTemplateHelpers.ts-  lookup: ProductLookup,
src/models/productTemplateHelpers.ts-  templateType: string,
src/models/productTemplateHelpers.ts-  organizationId: string | undefined,
--
src/db/migrations/2026.04.28T00.00.01.seed-suspension-reinstatement-templates.ts-  //    one active product template (i.e. products that are configured for emails).
src/db/migrations/2026.04.28T00.00.01.seed-suspension-reinstatement-templates.ts:  //    findActiveProductTemplate queries ProductTemplates, so this is what actually
src/db/migrations/2026.04.28T00.00.01.seed-suspension-reinstatement-templates.ts-  //    triggers email delivery.
src/db/migrations/2026.04.28T00.00.01.seed-suspension-reinstatement-templates.ts-  const productResult = await context.sequelize.query(`
src/db/migrations/2026.04.28T00.00.01.seed-suspension-reinstatement-templates.ts-    SELECT DISTINCT p.id AS "productId", p."organizationId", COALESCE(pt.locale, 'en') AS locale
--
src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts-// time is outlet override → product default, most specific wins
src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts:// (see findActiveProductTemplate). This keeps one product while letting each
src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts-// outlet (dealership / branch) ship its own T&Cs, emails, certificates, etc.
src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts-//
src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts-// The existing uniqueness guarantees are split so defaults and overrides do not
--
src/controllers/policyOrderController.ts-import { SuspensionTerms } from '@/models/SuspensionTerms.js';
src/controllers/policyOrderController.ts:import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
src/controllers/policyOrderController.ts-import { Quote } from '@/models/Quote.js';
src/controllers/policyOrderController.ts-import { QuoteParameter } from '@/models/QuoteParameter.js';
src/controllers/policyOrderController.ts-import { QuoteSession } from '@/models/QuoteSession.js';
--
src/controllers/policyOrderController.ts-
src/controllers/policyOrderController.ts:  const certificateTemplate = await findActiveProductTemplate(
src/controllers/policyOrderController.ts-    { productId: policyOrder.productId, productName: policyOrder.productName },
src/controllers/policyOrderController.ts-    'insurance_certificate',
src/controllers/policyOrderController.ts-    organizationId
--
src/services/claimMessageService.ts-import { Organization } from '@/models/Organization.js';
src/services/claimMessageService.ts:import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
src/services/claimMessageService.ts-import { publishOrgNotification } from './orgNotificationService.js';
src/services/claimMessageService.ts-import { resolveLanguageForClaim, resolveLanguageForPolicy } from './customerLanguageService.js';
src/services/claimMessageService.ts-import { translateMessage } from './llmTranslateService.js';
--
src/services/claimMessageService.ts-        const emailTemplate = product
src/services/claimMessageService.ts:          ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_message_email', organizationId)
src/services/claimMessageService.ts-          : null;
src/services/claimMessageService.ts-
src/services/claimMessageService.ts-        let fromAddress: string | undefined;
--
src/services/claimMessageService.ts-  const emailTemplate = product
src/services/claimMessageService.ts:    ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_status_change_email', organizationId)
src/services/claimMessageService.ts-    : null;
src/services/claimMessageService.ts-
src/services/claimMessageService.ts-  let fromAddress: string | undefined;
--
src/services/paymentRetryEmailService.ts-import { renderTemplate, extractPlainTextFromHtml } from './templateService.js';
src/services/paymentRetryEmailService.ts:import { findActiveProductTemplate, findActiveBundleTemplate } from '@/models/productTemplateHelpers.js';
src/services/paymentRetryEmailService.ts-import { localizeTemplateContent } from './templateI18nService.js';
src/services/paymentRetryEmailService.ts-import { BundleSubscription } from '@/models/BundleSubscription.js';
src/services/paymentRetryEmailService.ts-import { systemSequelize } from '@/models/db.js';
--
src/services/paymentRetryEmailService.ts-    if (!emailTemplate) {
src/services/paymentRetryEmailService.ts:      emailTemplate = await findActiveProductTemplate({ productId: first.productId, productName: first.productName }, 'payment_retry_email', first.organizationId, policyLocale);
src/services/paymentRetryEmailService.ts-    }
src/services/paymentRetryEmailService.ts-
src/services/paymentRetryEmailService.ts-    if (!emailTemplate) {
--
src/services/welcomeEmailService.ts-import { Product } from '@/models/Product.js';
src/services/welcomeEmailService.ts:import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
src/services/welcomeEmailService.ts-import { resolveBrandingTokens } from '@/services/outletBrandingService.js';
src/services/welcomeEmailService.ts-import { PolicyOrder } from '@/models/PolicyOrder.js';
src/services/welcomeEmailService.ts-import { getCurrencySymbol, formatCurrencyDisplay, CurrencyFormatOptions } from '@/utils/currencyHelper.js';
--
src/services/welcomeEmailService.ts-
src/services/welcomeEmailService.ts:    const emailTemplate = await findActiveProductTemplate(
src/services/welcomeEmailService.ts-      productLookup,
src/services/welcomeEmailService.ts-      templateType,
src/services/welcomeEmailService.ts-      organizationId,
--
src/services/welcomeEmailService.ts-
src/services/welcomeEmailService.ts:    const documentTemplate = await findActiveProductTemplate(
src/services/welcomeEmailService.ts-      productLookup,
src/services/welcomeEmailService.ts-      'insurance_certificate',
src/services/welcomeEmailService.ts-      organizationId,
--
src/services/acceptanceEmailService.ts-import { localizeTemplateContent } from './templateI18nService.js';
src/services/acceptanceEmailService.ts:import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
src/services/acceptanceEmailService.ts-import { findWidgetTokensByClient } from './widgetTokenService.js';
src/services/acceptanceEmailService.ts-import { Product } from '@/models/Product.js';
src/services/acceptanceEmailService.ts-import { Client } from '@/models/Client.js';
--
src/services/acceptanceEmailService.ts-  const productId = policyOrder.productId ?? product?.id ?? null;
src/services/acceptanceEmailService.ts:  const template = await findActiveProductTemplate(
src/services/acceptanceEmailService.ts-    { productId, productName: policyOrder.productName },
src/services/acceptanceEmailService.ts-    'quote_email',
src/services/acceptanceEmailService.ts-    organizationId,
--
src/services/paymentInviteEmailService.ts-import { localizeTemplateContent } from './templateI18nService.js';
src/services/paymentInviteEmailService.ts:import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
src/services/paymentInviteEmailService.ts-import { findWidgetTokensByClient } from './widgetTokenService.js';
src/services/paymentInviteEmailService.ts

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -r \"findActiveProductTemplate\" src/controllers --include=\"*.ts\" -A 4"}

src/controllers/policyOrderController.ts:import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
src/controllers/policyOrderController.ts-import { Quote } from '@/models/Quote.js';
src/controllers/policyOrderController.ts-import { QuoteParameter } from '@/models/QuoteParameter.js';
src/controllers/policyOrderController.ts-import { QuoteSession } from '@/models/QuoteSession.js';
src/controllers/policyOrderController.ts-import { Customer } from '@/models/Customer.js';
--
src/controllers/policyOrderController.ts:  const certificateTemplate = await findActiveProductTemplate(
src/controllers/policyOrderController.ts-    { productId: policyOrder.productId, productName: policyOrder.productName },
src/controllers/policyOrderController.ts-    'insurance_certificate',
src/controllers/policyOrderController.ts-    organizationId
src/controllers/policyOrderController.ts-  );

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -B 10 \"findActiveProductTemplate\" src/controllers/policyOrderController.ts | head -30"}

import { PolicyParameter } from '@/models/PolicyParameter.js';
import { Pricing } from '@/models/Pricing.js';
import { Organization } from '@/models/Organization.js';
import { Product, type ProductDocumentRef } from '@/models/Product.js';
import { DataFile } from '@/models/DataFile.js';
import { ProductModulePartner } from '@/models/ProductModulePartner.js';
import { ProductOptimization } from '@/models/ProductOptimization.js';
import { ProductPlan } from '@/models/ProductPlan.js';
import { ProductSetting } from '@/models/ProductSetting.js';
import { SuspensionTerms } from '@/models/SuspensionTerms.js';
import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
--
        as: 'customer',
        required: false,
      },
    ],
  });

  if (!policyOrder) {
    throw new StatusError(404, 'Policy order not found');
  }

  const certificateTemplate = await findActiveProductTemplate(

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && rg \"locale\" app/types/ app/services/ 2>&1"}

app/types/product.ts:  locale: string;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && find src/models -name \"*PolicyOrder*\" -type f"}

src/models/PolicyOrder.ts
src/models/PolicyOrderError.ts
src/models/internal/_PolicyOrderError.ts
src/models/internal/_PolicyOrder.ts

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && rg -B 3 -A 3 'o as \\{' app/components/products/templates/OutletTemplateOverrides.tsx"}

  // defaults each get their own override row).
  const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>
    overrides.find(
      (o) => o.templateType === def.templateType && o.active && (o as { locale?: string }).locale === (def as { locale?: string }).locale,
    );

  const handleCustomize = async (def: ProductTemplate) => {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep \"outletId\" src/models/internal/_PolicyOrder.ts"}

  declare outletId: string | null;
  // to outletId at creation time; retained for audit/inbound reconciliation.

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/config.ts","limit":100}

1	import type { DateConstraints } from './dateConstraints';
2	
3	// Widget URL Parameter Types
4	export interface WidgetParams {
5	  token: string; // Widget token for authentication
6	  quoteId?: string; // Quote ID for existing quotes (from URL path)
7	  policyId?: string; // Policy ID for existing policies (from URL path)
8	  claimId?: string; // Claim ID for existing claims (from URL path)
9	  product?: string; // Product name for new quote forms
10	  pageType?: 'quote' | 'policy' | 'claim' | 'thank-you' | 'test' | 'accept'; // Type of page being accessed
11	  from?: string; // Track navigation origin (e.g., 'quote' when coming from quote page)
12	  plan?: string; // Selected plan name from pricing page
13	  frequency?: string; // Selected payment frequency
14	  bundle?: string; // Bundle name for bundle funnels
15	  preview?: boolean; // Template designer preview mode
16	  activeLocales?: string[]; // Restrict the locale switcher to this subset; defaults to all supported locales when absent
17	  showLocaleSwitcher?: boolean; // Show the embed's in-widget locale dropdown. Defaults to TRUE when the embed is loaded standalone (top-level frame — direct browser nav, portal preview, dev QA) and FALSE when iframed (customer host page owns language UX). Customers paste `?showLocaleSwitcher=false` to force hide; portal preview can pass `=true` to force show. See useConfig.ts:resolveShowLocaleSwitcher.
18	  displayCurrency?: string; // ISO 4217 currency to display and charge in (must be in product's allowlist)
19	  pricingCurrency?: string; // ISO 4217 currency the pricing engine should run in (must be in product.pricingCurrencies)
20	  country?: string; // ISO 3166-1 alpha-2 country code for this sale (must be in product.availableCountries)
21	  testMode?: boolean; // Marks policy/claim creation as a test record; in production this forces "test" status so the record is hidden from public list/financial endpoints
22	  offerMode?: boolean; // Operator "create offer" mode (?mode=offer): the funnel creates an awaiting_acceptance draft (skips payment + terms) instead of buying; the customer is emailed the /accept link
23	}
24	
25	// Quote/policy acceptance page (GET /v1/policy-acceptance/:policyId).
26	export interface AcceptanceItem {
27	  id: number;
28	  itemType: 'parameter' | 'price' | 'coverage' | 'terms' | 'plan' | 'static_text';
29	  label: string | null;
30	  value?: string | null;
31	  html?: string | null;
32	  required: boolean;
33	  displayOptions?: { mask?: 'last4' | 'email' | 'none'; emphasize?: boolean; hideIfEmpty?: boolean } | null;
34	}
35	
36	export interface AcceptanceCategory {
37	  id: number;
38	  label: string | null;
39	  description: string | null;
40	  items: AcceptanceItem[];
41	}
42	
43	export interface AcceptancePage {
44	  id: number;
45	  label: string | null;
46	  description: string | null;
47	  categories: AcceptanceCategory[];
48	}
49	
50	export interface AcceptanceTerm {
51	  itemId: number;
52	  label: string | null;
53	  templateId: string | null;
54	  termsConfig: import('../utils/apiClient').TermsConfig | null;
55	  required: boolean;
56	}
57	
58	export interface AcceptanceView {
59	  policyId: string;
60	  status: string;
61	  productName: string;
62	  productPlanName: string | null;
63	  paymentFrequency: string | null;
64	  quoteId: string | null;
65	  pricingData: import('./pricing').PricingData | null;
66	  acceptance: {
67	    title: string | null;
68	    subtitle: string | null;
69	    showEditButton: boolean;
70	    acceptanceMode: 'checkbox' | 'button';
71	    pages: AcceptancePage[];
72	  };
73	  payment: { required: boolean; provider: string; paymentUiMode: 'redirect' | 'iframe' };
74	  terms: AcceptanceTerm[];
75	  translationOverrides?: Record<string, Record<string, string>> | null;
76	  activeLocales?: string[] | null;
77	  // Outlet-resolved branding (logo + accent color); the API falls back to the
78	  // organization default when the policy's outlet sets nothing (#263).
79	  branding?: { logoUrl: string; brandColor: string; brandName: string } | null;
80	}
81	
82	export interface AcceptPolicyResultPayment {
83	  url?: string;
84	  clientSecret?: string;
85	  embedCheckoutSessionId?: string;
86	  externalReference?: string;
87	  provider: string;
88	  status?: string;
89	}
90	
91	export interface AcceptPolicyResult {
92	  policyId: string;
93	  status: string;
94	  paymentFlowMode?: 'redirect' | 'iframe';
95	  payment?: {
96	    url?: string;
97	    clientSecret?: string;
98	    embedCheckoutSessionId?: string;
99	    externalReference?: string;
100	    provider: string;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && npx tsc --noEmit 2>&1 | head -100"}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -A 20 \"const certificateTemplate = await findActiveProductTemplate\" src/controllers/policyOrderController.ts | head -30"}

  const certificateTemplate = await findActiveProductTemplate(
    { productId: policyOrder.productId, productName: policyOrder.productName },
    'insurance_certificate',
    organizationId
  );

  if (!certificateTemplate) {
    throw new StatusError(
      404,
      `No certificate template found for product: ${policyOrder.productName}`
    );
  }

  const templateData = await prepareTemplateData(policyOrder, request);

  const certLocale = typeof policyOrder.requestHeaders?.locale === 'string'
    ? policyOrder.requestHeaders.locale
    : undefined;
  const localizedCertificate = await localizeTemplateContent(
    certificateTemplate.content, certLocale, organizationId, policyOrder.productId, certificateTemplate.locale,
  );

{"command":"cd /Users/bankaker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD --stat"}

(eval):cd:1: no such file or directory: /Users/bankaker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD --stat"}

 src/controllers/customerTemplateController.ts  | 19 ++++---
 src/controllers/templateController.ts          | 76 ++++++++++++++++++++------
 src/models/internal/_ProductTemplate.ts        | 29 ++++++++++
 src/models/productTemplateHelpers.ts           | 20 +++++--
 src/schemas/customerTemplate.schemas.ts        |  7 +++
 src/schemas/plus/template.schemas.ts           |  2 +
 src/schemas/typebox/product/ProductTemplate.ts |  7 ++-
 src/services/policyAcceptanceService.ts        |  9 +++
 src/services/welcomeEmailService.ts            | 17 +++++-
 9 files changed, 154 insertions(+), 32 deletions(-)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && npx tsc --noEmit 2>&1 | head -100"}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -B 5 -A 10 \"const certificateTemplate = await findActiveProductTemplate\" src/controllers/policyOrderController.ts"}

  if (!policyOrder) {
    throw new StatusError(404, 'Policy order not found');
  }

  const certificateTemplate = await findActiveProductTemplate(
    { productId: policyOrder.productId, productName: policyOrder.productName },
    'insurance_certificate',
    organizationId
  );

  if (!certificateTemplate) {
    throw new StatusError(
      404,
      `No certificate template found for product: ${policyOrder.productName}`
    );

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/controllers/policyOrderController.ts"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && rg -A 10 \"interface Outlet\" app/types/ 2>&1"}

app/types/outlet.ts:export interface OutletAddress {
app/types/outlet.ts-  street?: string;
app/types/outlet.ts-  city?: string;
app/types/outlet.ts-  country?: string;
app/types/outlet.ts-}
app/types/outlet.ts-
app/types/outlet.ts:export interface OutletBranding {
app/types/outlet.ts-  logoUrl?: string;
app/types/outlet.ts-  color?: string;
app/types/outlet.ts-}
app/types/outlet.ts-
app/types/outlet.ts:export interface Outlet {
app/types/outlet.ts-  id: string;
app/types/outlet.ts-  organizationId: string;
app/types/outlet.ts-  externalRef: string | null;
app/types/outlet.ts-  name: string;
app/types/outlet.ts-  status: OutletStatus;
app/types/outlet.ts-  address?: OutletAddress | null;
app/types/outlet.ts-  brandingMetadata?: OutletBranding | null;
app/types/outlet.ts-  createdAt: string;
app/types/outlet.ts-  updatedAt: string;
app/types/outlet.ts-}
--
app/types/outlet.ts:export interface OutletRevenue {
app/types/outlet.ts-  outletId: string | null;
app/types/outlet.ts-  outletName: string | null;
app/types/outlet.ts-  outletExternalRef: string | null;
app/types/outlet.ts-  grossRevenue: string;
app/types/outlet.ts-  refunds: string;
app/types/outlet.ts-  netRevenue: string;
app/types/outlet.ts-  invoiceCount: number;
app/types/outlet.ts-  policyCount: number;
app/types/outlet.ts-}
app/types/outlet.ts-

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_PolicyOrder.ts","limit":100}

1	import { Table, Column, Model, DataType, BelongsTo, ForeignKey, HasMany } from 'sequelize-typescript';
2	import { _BundleSubscription } from './_BundleSubscription.js';
3	import { _Client } from './_Client.js';
4	import { _Customer } from './_Customer.js';
5	import { _Product } from './_Product.js';
6	import { _Outlet } from './_Outlet.js';
7	import { Country } from '../Country.js';
8	
9	/**
10	 * Policy status is now per-organization. Each org defines its own status codes
11	 * via OrganizationPolicyStatuses, each mapped to a fixed lifecycleCategory
12	 * (pending/active/cancelled/expired/superseded/renewal/suspended). Platform code that
13	 * needs to read or write a status by its lifecycle meaning should use
14	 * `policyStatusService` — never hard-code a status string.
15	 */
16	export enum RenewalStatus {
17	  INITIATED = 'initiated',
18	  COMPLETED = 'completed',
19	  CANCELLED = 'cancelled',
20	  FAILED = 'failed',
21	}
22	
23	export enum TransactionType {
24	  NEW_BUSINESS = 'NEW_BUSINESS',
25	  ENDORSEMENT = 'ENDORSEMENT',
26	  RENEWAL = 'RENEWAL',
27	  CANCELLATION = 'CANCELLATION',
28	  SUSPENSION = 'SUSPENSION',
29	  REINSTATEMENT = 'REINSTATEMENT',
30	}
31	
32	export enum CancelReason {
33	  UNAUTHORIZED_CHARGES = 'unauthorized_charges',
34	  UNCLEAR_BENEFITS = 'unclear_benefits',
35	  CONSIDERING_OTHER_PROVIDERS = 'considering_other_providers',
36	  TOO_EXPENSIVE = 'too_expensive',
37	  CLAIM_EXPERIENCE = 'claim_experience',
38	  SERVICE_ISSUES = 'service_issues',
39	  NO_LONGER_NEEDED = 'no_longer_needed',
40	}
41	
42	export enum CommissionStatus {
43	  PENDING = 'pending',
44	  APPROVED = 'approved',
45	  PAID = 'paid',
46	  CANCELLED = 'cancelled',
47	}
48	
49	export enum DeletionReason {
50	  DUPLICATE = 'duplicate',
51	  TEST = 'test',
52	  OTHER = 'other',
53	}
54	
55	@Table({
56	  modelName: 'PolicyOrder',
57	  tableName: 'PolicyOrders',
58	  timestamps: true,
59	  paranoid: true,
60	  createdAt: 'createdAt',
61	  updatedAt: 'updatedAt',
62	  indexes: [
63	    {
64	      fields: ['quoteId'],
65	      name: 'policy_orders_quote_id_idx',
66	    },
67	    {
68	      fields: ['clientId'],
69	      name: 'policy_orders_client_id_idx',
70	    },
71	    {
72	      fields: ['policyNumber'],
73	      name: 'policy_orders_policy_number_idx',
74	    },
75	    {
76	      fields: ['status'],
77	      name: 'policy_orders_status_idx',
78	    },
79	    {
80	      fields: ['productName'],
81	      name: 'policy_orders_product_name_idx',
82	    },
83	    {
84	      fields: ['customerId'],
85	      name: 'policy_orders_customer_id_idx',
86	    },
87	  ],
88	})
89	export class _PolicyOrder extends Model {
90	  @Column({
91	    type: DataType.INTEGER,
92	    autoIncrement: true,
93	    primaryKey: true,
94	  })
95	  declare id: number;
96	
97	  @Column({
98	    type: DataType.UUID,
99	    allowNull: false,
100	  })

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx","limit":50}

1	import React, { useState } from 'react';
2	import type { AcceptanceView, AcceptanceItem } from '../types/config';
3	import { apiClient } from '../utils/apiClient';
4	import { navigatePaymentResult } from '../utils/paymentNavigation';
5	import { buildThankYouUrl, buildAcceptanceEditUrl } from '../utils/urlBuilder';
6	import { useTranslation, useTranslateDynamic } from '../lib/translations';
7	import OrderSummary from './OrderSummary';
8	import TermsAndConditionsDisplay from './TermsAndConditionsDisplay';
9	import { formatCurrency, getCurrencyOptionsFromPlan } from '../utils/currency';
10	import './AcceptancePage.css';
11	
12	interface AcceptancePageProps {
13	  acceptanceData: AcceptanceView;
14	  token: string;
15	  onError: (message: string) => void;
16	}
17	
18	interface ReadonlyField {
19	  key: string;
20	  label: string | null;
21	  value: string;
22	  emphasize?: boolean;
23	}
24	
25	export default function AcceptancePage({ acceptanceData, token, onError }: AcceptancePageProps) {
26	  const t = useTranslation();
27	  const tDynamic = useTranslateDynamic();
28	  const [acceptedTerms, setAcceptedTerms] = useState<Set<number>>(new Set());
29	  const [submitting, setSubmitting] = useState(false);
30	
31	  const { acceptance, pricingData, terms, productName, quoteId, paymentFrequency, branding } = acceptanceData;
32	  const termsByItemId = new Map(terms.map((term) => [term.itemId, term]));
33	  const requiredTermIds = terms.filter((term) => term.required).map((term) => term.itemId);
34	  const allRequiredAccepted = requiredTermIds.every((id) => acceptedTerms.has(id));
35	  const canSubmit = !submitting && allRequiredAccepted;
36	
37	  const setTermAccepted = (itemId: number, accepted: boolean) => {
38	    setAcceptedTerms((prev) => {
39	      const next = new Set(prev);
40	      if (accepted) next.add(itemId);
41	      else next.delete(itemId);
42	      return next;
43	    });
44	  };
45	
46	  const handleAccept = async () => {
47	    if (!canSubmit) return;
48	    setSubmitting(true);
49	    try {
50	      const result = await apiClient.acceptPolicy(acceptanceData.policyId, {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -A 2 \"declare outletId\" src/models/internal/_PolicyOrder.ts"}

  declare outletId: string | null;

  @BelongsTo(() => _Outlet)

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx","offset":179,"limit":50}

179	    )
180	  );
181	
182	  // Per-outlet branding (#263): tint the screen with the outlet's accent color
183	  // and show its logo, so two outlets on one product render distinct identities.
184	  const brandStyle = branding?.brandColor
185	    ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)
186	    : undefined;
187	
188	  return (
189	    <div className='acceptance-page' style={brandStyle}>
190	      <div className='acceptance-layout'>
191	      <article className='acceptance-main'>
192	        <header>
193	          {branding?.logoUrl && (
194	            <img
195	              className='acceptance-brand-logo'
196	              src={branding.logoUrl}
197	              alt={branding.brandName || productName}
198	            />
199	          )}
200	          <hgroup>
201	            <h2>{acceptance.title ? tDynamic(acceptance.title) : t('Review and accept')}</h2>
202	            {acceptance.subtitle && <p>{tDynamic(acceptance.subtitle)}</p>}
203	          </hgroup>
204	        </header>
205	
206	        {acceptance.pages.map((page) => (
207	          <section key={page.id} className='acceptance-section'>
208	            {page.label && <h3>{tDynamic(page.label)}</h3>}
209	            {page.description && <p>{tDynamic(page.description)}</p>}
210	            {page.categories.map((category) => (
211	              <div key={category.id} className='acceptance-category'>
212	                {category.label && <h4>{tDynamic(category.label)}</h4>}
213	                {renderCategoryItems(category.items)}
214	              </div>
215	            ))}
216	          </section>
217	        ))}
218	
219	        <footer className='acceptance-actions'>
220	          <button
221	            type='button'
222	            onClick={handleAccept}
223	            disabled={!canSubmit}
224	            aria-busy={submitting}
225	            className='acceptance-accept'
226	          >
227	            {submitting ? t('Processing…') : t('Accept and continue')}
228	          </button>

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/services/claimMessageService.ts | head -100"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -n \"brandingMetadata\" app/components/products/templates/OutletTemplateOverrides.tsx"}

122:  const logoUrl = outlet.brandingMetadata?.logoUrl;
123:  const color = outlet.brandingMetadata?.color;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && rg -B 5 \"showSuccessToast.*created\" app/components/products/templates/OutletTemplateOverrides.tsx"}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -B 2 -A 5 \"findActiveProductTemplate\" src/services/claimMessageService.ts | head -40"}

        content: def.content,
        contentType: def.contentType,
        active: true,
        outletId: outlet.id,
      });
      showSuccessToast(t("Override created for {outlet}", { outlet: outlet.name }));

import { Product } from '@/models/Product.js';
import { Organization } from '@/models/Organization.js';
import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
import { publishOrgNotification } from './orgNotificationService.js';
import { resolveLanguageForClaim, resolveLanguageForPolicy } from './customerLanguageService.js';
import { translateMessage } from './llmTranslateService.js';

export interface AttachmentInput {
--
        });
        const emailTemplate = product
          ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_message_email', organizationId)
          : null;

        let fromAddress: string | undefined;
        if (product?.insurer?.email) {
          fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
--
  });
  const emailTemplate = product
    ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_status_change_email', organizationId)
    : null;

  let fromAddress: string | undefined;
  if (product?.insurer?.email) {
    fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -B 40 \"findActiveProductTemplate.*claim_message_email\" src/services/claimMessageService.ts | head -60"}

    if (customer) {
      const title = 'New message on your claim';
      const notifBody = body.length > 120 ? body.slice(0, 120) + '…' : body;

      const notification = await CustomerNotification.create({ organizationId: claimOrgId }, {
        organizationId: claimOrgId,
        customerId: customer.id,
        type: 'claim_message',
        claimRecordId,
        claimMessageId: message.id,
        title,
        body: notifBody,
      });

      const notifOutput: NotificationOutput = {
        id: notification.id,
        type: 'claim_message',
        claimRecordId,
        claimMessageId: message.id,
        policyId: null,
        policyMessageId: null,
        title,
        body: notifBody,
        readAt: null,
        createdAt: notification.createdAt,
      };

      await publishNotification(customer.id, notifOutput);

      // Send email (unless skipEmail is set, e.g. when a combined status+message email will be sent instead)
      if (!skipEmail) {
        const organization = await Organization.findByPk(organizationId);
        const portalUrl = organization?.portalUrl || getPortalUrl();
        const claimUrl = `${portalUrl}/customer-portal/claims/${claimRecordId}`;

        // Try to use a product-level template
        const product = await Product.findByPk({ organizationId }, claimRecord.productId, {
          include: [{ model: Insurer, as: 'insurer', attributes: ['name', 'email'] }],
        });
        const emailTemplate = product
          ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_message_email', organizationId)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git --no-pager diff HEAD -- app/components/products/templates/TemplatesTab.tsx | grep -A 5 -B 5 \"selectedOutlet\\|scopeOutletId\\|isBundle\" | head -80"}

   const [currentPage, setCurrentPage] = useState(1);
   const [totalPages, setTotalPages] = useState(1);
   const [totalCount, setTotalCount] = useState(0);
+  // Per-outlet override scope (#263): "" = product default; otherwise an outlet id.
+  const [outlets, setOutlets] = useState<Outlet[]>([]);
+  const [scopeOutletId, setScopeOutletId] = useState<string>("");
 
   const isBundle = !!bundleId;
   const entityId = isBundle ? bundleId : product!.id;
@@ -84,6 +90,26 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
     }
   }, [entityId, currentPage, selectedType, fetchTemplatesFn]);
 
+  // Load the org's active outlets so a product's templates can be overridden
+  // per outlet (#263). Bundles have no outlet override layer.
+  useEffect(() => {
+    if (isBundle) return;
+    let cancelled = false;
+    (async () => {
+      try {
+        const res = await api.get<{ data: Outlet[] }>("/outlets");
+        if (!cancelled) {
--
+      }
+    })();
+    return () => {
+      cancelled = true;
+    };
+  }, [isBundle]);
+
   // Load initial data
   useEffect(() => {
     loadTemplateTypes();
@@ -137,6 +163,8 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
     );
   }
 
+  const selectedOutlet = outlets.find((o) => o.id === scopeOutletId) || null;
+
   return (
     <div className="space-y-6">
       {/* Header */}
@@ -147,28 +175,60 @@ const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTi
--
-        <Button onClick={handleCreateNew}>
-          <Plus className="mr-2 h-4 w-4" />
-          {t("Create Template")}
-        </Button>
+        <div className="flex items-center gap-3">
+          {!isBundle && outlets.length > 0 && (
+            <div className="flex items-center gap-2">
+              <label htmlFor="template-scope" className="text-sm font-medium text-gray-600">
+                {t("Scope")}
+              </label>
+              <select
+                id="template-scope"
+                value={scopeOutletId}
+                onChange={(e) => setScopeOutletId(e.target.value)}
+                className="rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 focus:border-blue-500 focus:outline-none"
+              >
+                <option value="">{t("Product default")}</option>
+                {outlets.map((o) => (
--
+                  </option>
+                ))}
+              </select>
+            </div>
+          )}
+          {!scopeOutletId && (
+            <Button onClick={handleCreateNew}>
+              <Plus className="mr-2 h-4 w-4" />
+              {t("Create Template")}
+            </Button>
+          )}
--
-        totalCount={totalCount}
-        onPageChange={handlePageChange}
-        deleteTemplateFn={deleteTemplateFn}
-        getEditUrl={getEditUrl}
-      />

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -B 60 \"findActiveProductTemplate.*claim_message_email\" src/services/claimMessageService.ts | grep \"claimRecord\\s*=\" | head -3"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git --no-pager diff HEAD -- app/components/products/templates/TemplatesTab.tsx | tail -80"}

             {t("Manage email, document, and notification templates for {productTitle}", { productTitle: entityTitle })}
           </p>
         </div>
-        <Button onClick={handleCreateNew}>
-          <Plus className="mr-2 h-4 w-4" />
-          {t("Create Template")}
-        </Button>
+        <div className="flex items-center gap-3">
+          {!isBundle && outlets.length > 0 && (
+            <div className="flex items-center gap-2">
+              <label htmlFor="template-scope" className="text-sm font-medium text-gray-600">
+                {t("Scope")}
+              </label>
+              <select
+                id="template-scope"
+                value={scopeOutletId}
+                onChange={(e) => setScopeOutletId(e.target.value)}
+                className="rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 focus:border-blue-500 focus:outline-none"
+              >
+                <option value="">{t("Product default")}</option>
+                {outlets.map((o) => (
+                  <option key={o.id} value={o.id}>
+                    {o.name}
+                  </option>
+                ))}
+              </select>
+            </div>
+          )}
+          {!scopeOutletId && (
+            <Button onClick={handleCreateNew}>
+              <Plus className="mr-2 h-4 w-4" />
+              {t("Create Template")}
+            </Button>
+          )}
+        </div>
       </div>
 
-      {/* Templates List */}
-      <TemplatesList
-        templates={templates}
-        templateTypes={templateTypes}
-        loading={loading}
-        selectedType={selectedType}
-        onTypeFilter={handleTypeFilter}
-        onDelete={handleDelete}
-        productId={entityId}
-        currentPage={currentPage}
-        totalPages={totalPages}
-        totalCount={totalCount}
-        onPageChange={handlePageChange}
-        deleteTemplateFn={deleteTemplateFn}
-        getEditUrl={getEditUrl}
-      />
+      {scopeOutletId && selectedOutlet ? (
+        // Per-outlet override manager (#263)
+        <OutletTemplateOverrides
+          productId={entityId}
+          outlet={selectedOutlet}
+          templateTypes={templateTypes}
+        />
+      ) : (
+        <TemplatesList
+          templates={templates}
+          templateTypes={templateTypes}
+          loading={loading}
+          selectedType={selectedType}
+          onTypeFilter={handleTypeFilter}
+          onDelete={handleDelete}
+          productId={entityId}
+          currentPage={currentPage}
+          totalPages={totalPages}
+          totalCount={totalCount}
+          onPageChange={handlePageChange}
+          deleteTemplateFn={deleteTemplateFn}
+          getEditUrl={getEditUrl}
+        />
+      )}
     </div>
   );
 };

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && head -100 src/services/claimMessageService.ts"}

import { Op } from 'sequelize';
import logger from '@/logger.js';
import valkeyClient from '@/valkeyClient.js';
import { ClaimMessage, ClaimMessageSenderType } from '@/models/ClaimMessage.js';
import { ClaimAttachment } from '@/models/ClaimAttachment.js';
import { CustomerNotification } from '@/models/CustomerNotification.js';
import { ClaimRecord } from '@/models/ClaimRecord.js';
import { Customer } from '@/models/Customer.js';
import { PolicyOrder } from '@/models/PolicyOrder.js';
import { localizeTemplateContent } from './templateI18nService.js';
import { User } from '@/models/User.js';
import { sendEmail } from './emailService.js';
import { renderTemplate, extractPlainTextFromHtml } from './templateService.js';
import { getPortalUrl } from '../../lib.js';
import { StatusError } from '@/error/error.js';
import { getDownloadUrlByPath } from '@/domains/data/service.js';
import { Insurer } from '@/models/Insurer.js';
import { Product } from '@/models/Product.js';
import { Organization } from '@/models/Organization.js';
import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
import { publishOrgNotification } from './orgNotificationService.js';
import { resolveLanguageForClaim, resolveLanguageForPolicy } from './customerLanguageService.js';
import { translateMessage } from './llmTranslateService.js';

export interface AttachmentInput {
  blobPath: string;
  filename: string;
  contentType: string;
}

export interface ClaimMessageOutput {
  id: string;
  claimRecordId: string;
  senderType: ClaimMessageSenderType;
  senderId: string;
  senderName: string;
  body: string;
  bodyOriginal: string | null;
  originalLanguage: string | null;
  translatedLanguage: string | null;
  translationModel: string | null;
  translatedAt: Date | null;
  readAt: Date | null;
  createdAt: Date;
  attachments: Array<{
    id: string;
    filename: string;
    contentType: string;
    blobPath: string;
  }>;
}

export interface SendClaimMessageOptions {
  composeLanguage: string | null;
  translateTo: string | null;
}

export interface NotificationOutput {
  id: string;
  type: 'claim_message' | 'claim_status_change' | 'policy_message';
  claimRecordId: string | null;
  claimMessageId: string | null;
  policyId: string | null;
  policyMessageId: string | null;
  title: string;
  body: string;
  readAt: Date | null;
  createdAt: Date;
}

function wrapEmailHtml(content: string): string {
  return `<!DOCTYPE html>
<html>
<head><meta charset="utf-8"><meta name="viewport" content="width=device-width, initial-scale=1.0"></head>
<body style="margin:0;padding:0;background-color:#F7F8F9;font-family:Arial,sans-serif;">
<table role="presentation" width="100%" cellpadding="0" cellspacing="0" style="background-color:#F7F8F9;">
<tr><td align="center" style="padding:30px 0;">
  <table role="presentation" width="500" cellpadding="0" cellspacing="0" style="background-color:#ffffff;border-radius:4px;">
    <tr><td style="background-color:#2563eb;padding:24px 30px;border-radius:4px 4px 0 0;">
      <span style="color:#ffffff;font-size:20px;font-weight:bold;font-family:Arial,sans-serif;">Sherpa Insurance</span>
    </td></tr>
    <tr><td style="padding:30px;color:#333333;font-size:14px;line-height:1.6;font-family:Arial,sans-serif;">
      ${content}
    </td></tr>
    <tr><td style="padding:0 30px 30px;color:#333333;font-size:14px;line-height:1.6;font-family:Arial,sans-serif;">
      <p style="margin:0;">Best regards,<br/>Your Insurance Team</p>
    </td></tr>
    <tr><td style="border-top:1px solid #e8e8e8;padding:20px 30px;text-align:center;color:#999999;font-size:12px;font-family:Arial,sans-serif;">
      &copy; ${new Date().getFullYear()} Sherpa Insurance. All rights reserved.
    </td></tr>
  </table>
</td></tr>
</table>
</body>
</html>`;
}

function claimNotifyChannel(customerId: string): string {
  return `claim:notify:${customerId}`;
}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '53,73p' app/components/products/templates/OutletTemplateOverrides.tsx"}

  const load = useCallback(async () => {
    try {
      setLoading(true);
      const [defaultRes, overrideRes] = await Promise.all([
        fetchProductTemplates(productId, { page: 1, limit: 100, active: true }),
        fetchProductTemplates(productId, { page: 1, limit: 100, outletId: outlet.id }),
      ]);
      setDefaults(defaultRes.templates);
      setOverrides(overrideRes.templates);
    } catch (error) {
      console.error("Error loading outlet template overrides:", error);
      showErrorToast(t("Failed to load templates"));
    } finally {
      setLoading(false);
    }
  }, [productId, outlet.id, t]);

  useEffect(() => {
    load();
  }, [load]);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -A 200 \"export async function sendClaimMessage\" src/services/claimMessageService.ts | grep -B 10 \"const emailTemplate = product\""}

      // Send email (unless skipEmail is set, e.g. when a combined status+message email will be sent instead)
      if (!skipEmail) {
        const organization = await Organization.findByPk(organizationId);
        const portalUrl = organization?.portalUrl || getPortalUrl();
        const claimUrl = `${portalUrl}/customer-portal/claims/${claimRecordId}`;

        // Try to use a product-level template
        const product = await Product.findByPk({ organizationId }, claimRecord.productId, {
          include: [{ model: Insurer, as: 'insurer', attributes: ['name', 'email'] }],
        });
        const emailTemplate = product

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.css","offset":85}

85	  margin: 0;
86	  width: auto;
87	}
88	
89	.acceptance-actions .acceptance-accept {
90	  flex: 1 1 auto;
91	}
92	
93	/* Per-outlet branding logo on the acceptance screen (#263). */
94	.acceptance-main header .acceptance-brand-logo {
95	  display: block;
96	  max-height: 48px;
97	  max-width: 200px;
98	  width: auto;
99	  object-fit: contain;
100	  margin-bottom: 1rem;
101	}
102	

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -B 200 \"const emailTemplate = product\" src/services/claimMessageService.ts | grep -A 5 \"const claimRecord =\""}

  const claimRecord = await ClaimRecord.findOne({ organizationId }, { where: { id: claimRecordId, organizationId } });
  if (!claimRecord) {
    throw new StatusError(404, 'Claim record not found');
  }

  const claimOrgId = claimRecord.organizationId;
--
  const claimRecord = await ClaimRecord.findOne({ organizationId }, {
    where: { id: claimRecordId, organizationId },
    attributes: ['policyId', 'productId'],
  });
  if (!claimRecord) {
    throw new StatusError(404, 'Claim record not found');

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/10-per-outlet-templates.spec.ts","offset":34,"limit":60}

34	// Resolve the active terms template for a product, optionally for an outlet.
35	// This is the exact endpoint sherpa-portal/sherpa-embed render from, so it
36	// exercises the real outlet→default fallback used at send/render time.
37	const resolveTerms = (client: ApiClient, productId: number, outletId?: string) => {
38	  const q = outletId ? `?format=full&outletId=${outletId}` : `?format=full`;
39	  return client.get(`/v1/templates/products/${productId}/${TYPE}/html${q}`);
40	};
41	
42	test.describe.serial('Per-outlet document templates — override & fallback (#263)', () => {
43	  let productId: number;
44	  let outletA: string;
45	  let outletB: string;
46	  let outletC: string;
47	  let defaultId: number;
48	  let overrideAId: number;
49	  let overrideBId: number;
50	
51	  test('setup: one product, three outlets, one product-default terms template', async ({ request }) => {
52	    const client = newClient(request);
53	
54	    const prod = await client.post('/v1/plus/products', {
55	      ...productData,
56	      productName: `outlet_tmpl_${runId}`,
57	      productTitle: `Outlet Templates ${runId}`,
58	    });
59	    expect(prod.status()).toBe(201);
60	    productId = (await prod.json()).data.id;
61	
62	    const mk = async (ref: string) => {
63	      const res = await client.post('/v1/plus/outlets', {
64	        name: `${ref} ${runId}`,
65	        externalRef: `${ref}_${runId}`,
66	        status: 'active',
67	        brandingMetadata: { logoUrl: `https://example.test/${ref}.png`, color: '#123456' },
68	      });
69	      expect(res.status()).toBe(201);
70	      return (await res.json()).data.id as string;
71	    };
72	    outletA = await mk('oslo');
73	    outletB = await mk('bergen');
74	    outletC = await mk('trondheim');
75	
76	    const def = await client.post(`/v1/plus/templates/products/${productId}`, termsBody(DEFAULT_V1));
77	    expect(def.status()).toBe(201);
78	    const defBody = await def.json();
79	    defaultId = defBody.data.id;
80	    // A product default carries no outlet attribution.
81	    expect(defBody.data.outletId == null).toBe(true);
82	  });
83	
84	  test('creates per-outlet overrides for A and B without duplicating the product', async ({ request }) => {
85	    const client = newClient(request);
86	
87	    const a = await client.post(`/v1/plus/templates/products/${productId}`, { ...termsBody(OSLO), outletId: outletA });
88	    expect(a.status()).toBe(201);
89	    const aBody = await a.json();
90	    overrideAId = aBody.data.id;
91	    expect(aBody.data.outletId).toBe(outletA);
92	    // Same product, distinct row from the default — no product duplication.
93	    expect(aBody.data.productId).toBe(productId);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -B 30 'attributes: \\[.policyId., .productId.\\]' src/services/claimMessageService.ts | tail -50"}

      ? (userMap.get(m.senderId) ?? 'Support Team')
      : (customerMap.get(m.senderId) ?? 'Customer'),
    body: m.body,
    bodyOriginal: m.bodyOriginal,
    originalLanguage: m.originalLanguage,
    translatedLanguage: m.translatedLanguage,
    translationModel: m.translationModel,
    translatedAt: m.translatedAt,
    readAt: m.readAt,
    createdAt: m.createdAt,
    attachments: (m.attachments ?? []).map((a) => ({
      id: a.id,
      filename: a.filename,
      contentType: a.contentType,
      blobPath: a.blobPath,
    })),
  }));
}

export interface ClaimThreadMeta {
  activeLocales: string[];
  customerLanguage: string;
}

export async function getClaimThreadMeta(
  claimRecordId: string,
  organizationId: string,
): Promise<ClaimThreadMeta> {
  const claimRecord = await ClaimRecord.findOne({ organizationId }, {
    where: { id: claimRecordId, organizationId },
    attributes: ['policyId', 'productId'],

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && rg \"locale\" app/components/products/templates/ -A 3 -B 3"}

app/components/products/templates/OutletTemplateOverrides.tsx-  const getTypeLabel = (typeValue: string): string =>
app/components/products/templates/OutletTemplateOverrides.tsx-    templateTypes.find((type) => type.value === typeValue)?.label || typeValue;
app/components/products/templates/OutletTemplateOverrides.tsx-
app/components/products/templates/OutletTemplateOverrides.tsx:  // The override for a given default (matched on type + locale so localized
app/components/products/templates/OutletTemplateOverrides.tsx-  // defaults each get their own override row).
app/components/products/templates/OutletTemplateOverrides.tsx-  const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>
app/components/products/templates/OutletTemplateOverrides.tsx-    overrides.find(
app/components/products/templates/OutletTemplateOverrides.tsx:      (o) => o.templateType === def.templateType && o.active && (o as { locale?: string }).locale === (def as { locale?: string }).locale,
app/components/products/templates/OutletTemplateOverrides.tsx-    );
app/components/products/templates/OutletTemplateOverrides.tsx-
app/components/products/templates/OutletTemplateOverrides.tsx-  const handleCustomize = async (def: ProductTemplate) => {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -A 100 \"export async function sendClaimMessageByPolicy\" src/services/claimMessageService.ts | head -120"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && cat app/types/template.ts"}

export interface TemplateType {
  value: string;
  label: string;
  description: string;
}

export interface ProductTemplate {
  id: number;
  name: string;
  title: string;
  description?: string;
  templateType: string;
  content: string;
  contentType: string;
  version: number;
  active: boolean;
  productId: number;
  templateLibraryId?: number;
  organizationId: string;
  // null = product default; an outlet UUID = a per-outlet override (#263).
  outletId?: string | null;
  createdAt: string;
  updatedAt: string;
}

export interface CreateTemplateRequest {
  name: string;
  title: string;
  description?: string;
  templateType: string;
  content: string;
  contentType?: string;
  active?: boolean;
  templateLibraryId?: number;
  // Set to create a per-outlet override of the product default (#263).
  outletId?: string | null;
}

export interface TemplateValidation {
  valid: boolean;
  errors?: string[];
  variables: string[];
}

export interface TemplateRenderResult {
  rendered: string;
  format: string;
  templateId: number;
  templateName: string;
  renderedAt: string;
}

export interface RenderRequest {
  context?: Record<string, unknown>;
  format?: "html" | "pdf";
}

export interface TemplateVariable {
  category: string;
  vars: string[];
}

export interface LibraryTemplate {
  id: number;
  name: string;
  title: string;
  description?: string;
  templateType: string;
  content: string;
  contentType: string;
  version: number;
  active: boolean;
  isDefault: boolean;
  organizationId: string;
  createdAt: string;
  updatedAt: string;
}

export interface TemplateCreationStep {
  id: number;
  title: string;
  description: string;
  completed: boolean;
}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep \"^export \" src/services/claimMessageService.ts"}

export interface AttachmentInput {
export interface ClaimMessageOutput {
export interface SendClaimMessageOptions {
export interface NotificationOutput {
export function claimMessagesChannel(claimRecordId: string): string {
export async function sendClaimMessage(
export async function getClaimMessages(
export interface ClaimThreadMeta {
export async function getClaimThreadMeta(
export interface ClaimMessageTranslation {
export async function translateClaimMessageOnDemand(
export async function notifyClaimStatusChange(
export async function getCustomerNotifications(
export async function markNotificationsRead(
export async function getUnreadNotificationCount(
export async function getAttachmentDownloadUrl(
export interface ClaimAttachmentListItem {
export async function getClaimAttachments(

{"command":"rg \"templates.*locale\" tests/ -A 3 -B 3"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -A 60 \"export async function notifyClaimStatusChange\" src/services/claimMessageService.ts"}

export async function notifyClaimStatusChange(
  claimRecord: ClaimRecord,
  newStatus: string,
  organizationId: string,
  message?: string
): Promise<void> {
  const customer = await getCustomerForClaim(claimRecord);
  if (!customer) return;

  const statusLabels: Record<string, string> = {
    open: 'Open',
    closed: 'Closed',
    reopened: 'Reopened',
    under_review: 'Under Review',
    pending_info: 'Pending Information',
    info_received: 'Information Received',
    denied: 'Denied',
    withdrawn: 'Withdrawn',
  };

  const statusLabel = statusLabels[newStatus] ?? newStatus;
  const title = `Your claim status has been updated to: ${statusLabel}`;
  // Surface the denial reason inline when the new status is `denied` and the
  // record carries one. Keeps both the in-app notification and the email body
  // truthful about WHY the claim was denied (auto-rule or manual).
  const isDenied = newStatus === 'denied' && Boolean(claimRecord.denialReason);
  const notifBody = isDenied
    ? `Your claim has been denied. Reason: ${claimRecord.denialReason}`
    : `The status of your claim has been changed to "${statusLabel}".`;

  const claimOrgId = claimRecord.organizationId;
  const notification = await CustomerNotification.create({ organizationId: claimOrgId }, {
    organizationId: claimOrgId,
    customerId: customer.id,
    type: 'claim_status_change',
    claimRecordId: claimRecord.id,
    claimMessageId: null,
    title,
    body: notifBody,
  });

  const notifOutput: NotificationOutput = {
    id: notification.id,
    type: 'claim_status_change',
    claimRecordId: claimRecord.id,
    claimMessageId: null,
    policyId: null,
    policyMessageId: null,
    title,
    body: notifBody,
    readAt: null,
    createdAt: notification.createdAt,
  };

  await publishNotification(customer.id, notifOutput);

  // Build the message section for the fallback email (if a message was included with the status change)
  const messageSection = message
    ? `
    <div style="background-color:#e8e8e8;color:#2563eb;font-weight:bold;font-size:14px;padding:8px 15px;border-left:4px solid #059669;margin-bottom:15px;">Message from our team</div>
    <blockquote style="border-left:4px solid #e8e8e8;padding:12px 16px;margin:0 0 20px;color:#555555;background-color:#fafafa;border-radius:0 4px 4px 0;">${message.replace(/\n/g, '<br/>')}</blockquote>`

{"command":"find /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template -name \"*.spec.ts\" -type f | head -10"}

/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/security.spec.ts
/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/embed-translations/snippet-shape.spec.ts
/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/embed-translations/postmessage.spec.ts
/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/embed-translations/persistence.spec.ts
/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/embed-translations/navigation-propagation.spec.ts
/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/embed-translations/static-ui.spec.ts
/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/embed-translations/url-config.spec.ts
/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/embed-translations/api-overrides.spec.ts
/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/embed-translations/validation.spec.ts
/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/payments/00-reset-payments-organization.spec.ts

{"command":"find /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template -name \"*template*.spec.ts\" 2>/dev/null | head -5"}

/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/10-per-outlet-templates.spec.ts

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep \"outletId\" src/models/internal/_Claim*.ts"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '84,104p' app/components/products/templates/OutletTemplateOverrides.tsx"}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -A 120 \"export async function notifyClaimStatusChange\" src/services/claimMessageService.ts | tail -60"}

  const handleCustomize = async (def: ProductTemplate) => {
    try {
      setBusyType(def.templateType);
      const created = await createProductTemplate(productId, {
        name: def.name,
        title: def.title,
        description: def.description,
        templateType: def.templateType,
        content: def.content,
        contentType: def.contentType,
        active: true,
        outletId: outlet.id,
      });
      showSuccessToast(t("Override created for {outlet}", { outlet: outlet.name }));
      router.push(`/products/${productId}/templates/${created.id}`);
    } catch (error) {
      console.error("Error creating outlet override:", error);
      showErrorToast(t("Failed to create override"));
      setBusyType(null);
    }
  };

    : '';

  const messageText = message ? `\n\nMessage from our team:\n${message}` : '';

  // Send email
  const organization = await Organization.findByPk(organizationId);
  const portalUrl = organization?.portalUrl || getPortalUrl();
  const claimUrl = `${portalUrl}/customer-portal/claims/${claimRecord.id}`;

  // Try to use a product-level template
  const product = await Product.findByPk({ organizationId }, claimRecord.productId, {
    include: [{ model: Insurer, as: 'insurer', attributes: ['name', 'email'] }],
  });
  const emailTemplate = product
    ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_status_change_email', organizationId)
    : null;

  let fromAddress: string | undefined;
  if (product?.insurer?.email) {
    fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
  }

  let html: string;
  let text: string;
  if (emailTemplate && product) {
    const statusLocale = (await resolveLanguageForPolicy(claimRecord.policyId, organizationId)).language;
    const templateData: Record<string, unknown> = {
      customerName: customer.getFullName(),
      customerFirstName: customer.firstName || '',
      customerLastName: customer.lastName || '',
      customerEmail: customer.email,
      statusLabel,
      newStatus,
      messageSection: message
        ? `<blockquote style="border-left:4px solid #e8e8e8;padding:12px 16px;margin:0 0 20px;color:#555555;background-color:#fafafa;border-radius:0 4px 4px 0;">${message.replace(/\n/g, '<br/>')}</blockquote>`
        : '',
      messageBody: message ? message.replace(/\n/g, '<br/>') : '',
      // Exposed to templates so authors can branch on `{{denialReason}}` for
      // the denied path. Empty string (not null) keeps Handlebars rendering clean.
      denialReason: claimRecord.denialReason ?? '',
      isDenied,
      claimRecordId: claimRecord.id,
      claimUrl,
      portalUrl,
    };
    const localizedContent = await localizeTemplateContent(
      emailTemplate.content, statusLocale, organizationId, product.id, emailTemplate.locale,
    );
    html = renderTemplate(localizedContent, templateData);
    text = extractPlainTextFromHtml(html);
  } else {
    // Denial-reason block: rendered only on the denied path so the customer
    // sees WHY the claim was denied directly in the email, alongside the
    // status update.
    const denialSection = isDenied
      ? `
      <div style="background-color:#fee2e2;color:#991b1b;font-weight:bold;font-size:14px;padding:8px 15px;border-left:4px solid #dc2626;margin-bottom:15px;">Reason for denial</div>
      <blockquote style="border-left:4px solid #fecaca;padding:12px 16px;margin:0 0 20px;color:#7f1d1d;background-color:#fef2f2;border-radius:0 4px 4px 0;">${(claimRecord.denialReason || '').replace(/\n/g, '<br/>')}</blockquote>`
      : '';
    html = wrapEmailHtml(`

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '106,120p' app/components/products/templates/OutletTemplateOverrides.tsx"}

  const handleConfirmReset = async () => {
    if (!resetTarget) return;
    try {
      setIsResetting(true);
      await deleteProductTemplate(productId, resetTarget.id);
      showSuccessToast(t("Reset to product default"));
      setResetTarget(null);
      await load();
    } catch (error) {
      console.error("Error resetting outlet override:", error);
      showErrorToast(t("Failed to reset override"));
    } finally {
      setIsResetting(false);
    }
  };

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep \"outletId\" src/models/internal/_Policy.ts"}

(Bash completed with no output)

{"command":"cd /Users/bagkhar/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '40,90p' app/components/products/templates/TemplatesTab.tsx"}

Exit code 1
(eval):cd:1: no such file or directory: /Users/bagkhar/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx","limit":100}

1	"use client";
2	
3	import React, { useState, useEffect, useCallback } from "react";
4	
5	import { Plus } from "lucide-react";
6	
7	import TemplateCreationWizard from "./TemplateCreationWizard";
8	import TemplatesList from "./TemplatesList";
9	import OutletTemplateOverrides from "./OutletTemplateOverrides";
10	import { showErrorToast } from "../../Toast";
11	import { Button } from "../../ui/button";
12	
13	import {
14	  fetchProductTemplates,
15	  fetchBundleTemplates,
16	  fetchTemplateTypes,
17	  deleteProductTemplate,
18	  deleteBundleTemplate,
19	  createProductTemplate,
20	  createBundleTemplate,
21	  updateProductTemplate,
22	  updateBundleTemplate,
23	} from "@/app/services/templateService";
24	import api from "@/app/src/utils/api";
25	import { ProductData } from "@/app/types/product";
26	import { ProductTemplate, TemplateType } from "@/app/types/template";
27	import { Outlet } from "@/app/types/outlet";
28	import { useTranslation } from "@gangkharai/lmt/client";
29	
30	interface TemplatesTabProps {
31	  product?: ProductData;
32	  bundleId?: number;
33	  bundleTitle?: string;
34	}
35	
36	const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTitle }) => {
37	  const t = useTranslation();
38	  const [templates, setTemplates] = useState<ProductTemplate[]>([]);
39	  const [templateTypes, setTemplateTypes] = useState<TemplateType[]>([]);
40	  const [loading, setLoading] = useState(true);
41	  const [selectedType, setSelectedType] = useState<string>("");
42	  const [isCreating, setIsCreating] = useState(false);
43	  const [currentPage, setCurrentPage] = useState(1);
44	  const [totalPages, setTotalPages] = useState(1);
45	  const [totalCount, setTotalCount] = useState(0);
46	  // Per-outlet override scope (#263): "" = product default; otherwise an outlet id.
47	  const [outlets, setOutlets] = useState<Outlet[]>([]);
48	  const [scopeOutletId, setScopeOutletId] = useState<string>("");
49	
50	  const isBundle = !!bundleId;
51	  const entityId = isBundle ? bundleId : product!.id;
52	  const entityTitle = isBundle ? (bundleTitle || "") : product!.productTitle;
53	
54	  const fetchTemplatesFn = isBundle ? fetchBundleTemplates : fetchProductTemplates;
55	  const deleteTemplateFn = isBundle ? deleteBundleTemplate : deleteProductTemplate;
56	  const createTemplateFn = isBundle ? createBundleTemplate : createProductTemplate;
57	  const updateTemplateFn = isBundle ? updateBundleTemplate : updateProductTemplate;
58	  const getEditUrl = isBundle
59	    ? (templateId: number) => `/bundles/${bundleId}/templates/${templateId}`
60	    : (templateId: number) => `/products/${product!.id}/templates/${templateId}`;
61	
62	  const loadTemplateTypes = async () => {
63	    try {
64	      const types = await fetchTemplateTypes();
65	      setTemplateTypes(types);
66	    } catch (error) {
67	      console.error("Error loading template types:", error);
68	      showErrorToast(t("Failed to load template types"));
69	    }
70	  };
71	
72	  const loadTemplates = useCallback(async () => {
73	    try {
74	      setLoading(true);
75	      const options = {
76	        page: currentPage,
77	        limit: 10,
78	        ...(selectedType && { templateType: selectedType }),
79	      };
80	
81	      const result = await fetchTemplatesFn(entityId, options);
82	      setTemplates(result.templates);
83	      setTotalPages(result.totalPages);
84	      setTotalCount(result.totalCount);
85	    } catch (error) {
86	      console.error("Error loading templates:", error);
87	      showErrorToast(t("Failed to load templates"));
88	    } finally {
89	      setLoading(false);
90	    }
91	  }, [entityId, currentPage, selectedType, fetchTemplatesFn]);
92	
93	  // Load the org's active outlets so a product's templates can be overridden
94	  // per outlet (#263). Bundles have no outlet override layer.
95	  useEffect(() => {
96	    if (isBundle) return;
97	    let cancelled = false;
98	    (async () => {
99	      try {
100	        const res = await api.get<{ data: Outlet[] }>("/outlets");

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg \"Op\\.ne\" src/models/internal/_ProductTemplate.ts"}

      where: { outletId: { [Op.ne]: null } },

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && sed -n '182,190p' src/components/AcceptancePage.tsx"}

  // Per-outlet branding (#263): tint the screen with the outlet's accent color
  // and show its logo, so two outlets on one product render distinct identities.
  const brandStyle = branding?.brandColor
    ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)
    : undefined;

  return (
    <div className='acceptance-page' style={brandStyle}>
      <div className='acceptance-layout'>

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/models/internal/_ProductTemplate.ts | grep -A 3 -B 3 \"clone\""}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && rg \"sherpa-primary\\|--sherpa\" src/ -B 2 -A 2 | head -40"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && rg \"primaryColor\" src/ -B 2 -A 2"}

src/pages/EmbedCheckout.tsx-  // Set per-render from session.branding once loaded, falls back to the
src/pages/EmbedCheckout.tsx-  // baseline in checkout.css otherwise.
src/pages/EmbedCheckout.tsx:  const rootStyle = session?.branding?.primaryColor
src/pages/EmbedCheckout.tsx:    ? { ['--sherpa-primary' as string]: session.branding.primaryColor }
src/pages/EmbedCheckout.tsx-    : undefined;
src/pages/EmbedCheckout.tsx-
--
src/pages/EmbedCheckout.tsx-      amount={session.amount}
src/pages/EmbedCheckout.tsx-      currency={session.currency}
src/pages/EmbedCheckout.tsx:      primaryColor={session.branding?.primaryColor}
src/pages/EmbedCheckout.tsx-    />
src/pages/EmbedCheckout.tsx-  );
--
src/pages/checkout/MinimalSummary.tsx-  amount: number;
src/pages/checkout/MinimalSummary.tsx-  currency: string;
src/pages/checkout/MinimalSummary.tsx:  primaryColor?: string;
src/pages/checkout/MinimalSummary.tsx-}
src/pages/checkout/MinimalSummary.tsx-
--
src/pages/checkout/MinimalSummary.tsx-  amount,
src/pages/checkout/MinimalSummary.tsx-  currency,
src/pages/checkout/MinimalSummary.tsx:  primaryColor,
src/pages/checkout/MinimalSummary.tsx-}: MinimalSummaryProps) {
src/pages/checkout/MinimalSummary.tsx-  const formattedAmount = new Intl.NumberFormat(undefined, {
--
src/pages/checkout/MinimalSummary.tsx-  }).format(amount);
src/pages/checkout/MinimalSummary.tsx-
src/pages/checkout/MinimalSummary.tsx:  const accentStyle = primaryColor
src/pages/checkout/MinimalSummary.tsx:    ? ({ '--summary-color': primaryColor } as Record<string, string>)
src/pages/checkout/MinimalSummary.tsx-    : undefined;
src/pages/checkout/MinimalSummary.tsx-
--
src/pages/checkout/checkout.css- *
src/pages/checkout/checkout.css- * Branded surfaces consume the CSS variable `--sherpa-primary` (set inline
src/pages/checkout/checkout.css: * on the root by the dispatcher from session.branding.primaryColor).
src/pages/checkout/checkout.css- */
src/pages/checkout/checkout.css-
--
src/pages/checkout/types.ts-
src/pages/checkout/types.ts-export interface BrandingConfig {
src/pages/checkout/types.ts:  primaryColor?: string;
src/pages/checkout/types.ts-  logoUrl?: string;
src/pages/checkout/types.ts-}
--
src/pages/checkout/StripeCheckout.tsx-      theme: 'stripe',
src/pages/checkout/StripeCheckout.tsx-      variables: {
src/pages/checkout/StripeCheckout.tsx:        colorPrimary: session.branding?.primaryColor || '#0570DE',
src/pages/checkout/StripeCheckout.tsx-        fontSizeBase: '16px',
src/pages/checkout/StripeCheckout.tsx-        spacingUnit: '5px',

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && rg '{t\\(|t\\(' app/components/products/templates/OutletTemplateOverrides.tsx | head -20"}

rg: regex parse error:
    (?:{t\(|t\()
       ^
error: repetition operator missing expression

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && rg 't\\(' app/components/products/templates/OutletTemplateOverrides.tsx | wc -l"}

      28

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -r \"\\.clone()\" src --include=\"*.ts\" | grep -i template"}

(Bash completed with no output)

{"command":"grep -n \"locale\" tests/plus-insurance/10-per-outlet-templates.spec.ts"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '193,200p' app/components/products/templates/OutletTemplateOverrides.tsx"}

              {defaults.map((def) => {
                const override = overrideFor(def);
                const isBusy = busyType === def.templateType;
                return (
                  <tr key={def.id} data-template-type={def.templateType}>
                    <td className="px-6 py-4">
                      <div className="font-medium text-gray-900">{getTypeLabel(def.templateType)}</div>
                      <div className="text-sm text-gray-500">{override ? override.title : def.title}</div>

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/customerTemplateController.ts","offset":20,"limit":50}

20	export const getProductTemplateHtml = async (
21	  request: FastifyRequest<{
22	    Params: { productId: string; templateType: string };
23	    Querystring: { format?: 'full' | 'embed'; locale?: string; outletId?: string };
24	  }>,
25	  reply: FastifyReply
26	) => {
27	  const { productId, templateType } = request.params;
28	  const { format = 'embed', locale: queryLocale, outletId } = request.query;
29	
30	  const rawLocale = queryLocale || getLocaleFromHeader(request) || 'en';
31	  const normalized = normalizeLocale(rawLocale) || 'en';
32	  const chain = resolveLocaleChain(normalized);
33	
34	  // Outlet override → product default, per locale (#263). A preview/render for
35	  // an outlet shows that outlet's override when present, else the default.
36	  let template: ProductTemplate | null = null;
37	  for (const loc of chain) {
38	    if (outletId) {
39	      template = await ProductTemplate.findOne(request, {
40	        where: { productId, templateType, locale: loc, active: true, outletId },
41	      });
42	      if (template) break;
43	    }
44	    template = await ProductTemplate.findOne(request, {
45	      where: { productId, templateType, locale: loc, active: true, outletId: null },
46	    });
47	    if (template) break;
48	  }
49	
50	  if (!template) {
51	    throw new StatusError(404, `Active ${templateType} template not found for this product`);
52	  }
53	
54	  // Localize data-sherpa-i18n marked text to the requested locale before
55	  // returning (override → LMT default → source). No-op when the row's locale
56	  // already matches.
57	  const product = await Product.findOne(request, {
58	    where: { id: productId },
59	    attributes: ['translationOverrides', 'sourceLocale'],
60	  });
61	  const localized = applyTemplateI18n(
62	    template.content,
63	    normalized,
64	    product?.translationOverrides ?? null,
65	    template.locale || product?.sourceLocale || 'en',
66	  );
67	
68	  reply.type('text/html');
69	  return format === 'embed' ? extractBodyInnerHtml(localized) : localized;

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/outletBrandingService.ts"}

Wasted call — file unchanged since your last Read. Refer to that earlier tool_result instead.

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '177,195p' app/components/products/templates/TemplatesTab.tsx"}

        </div>
        <div className="flex items-center gap-3">
          {!isBundle && outlets.length > 0 && (
            <div className="flex items-center gap-2">
              <label htmlFor="template-scope" className="text-sm font-medium text-gray-600">
                {t("Scope")}
              </label>
              <select
                id="template-scope"
                value={scopeOutletId}
                onChange={(e) => setScopeOutletId(e.target.value)}
                className="rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 focus:border-blue-500 focus:outline-none"
              >
                <option value="">{t("Product default")}</option>
                {outlets.map((o) => (
                  <option key={o.id} value={o.id}>
                    {o.name}
                  </option>
                ))}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '53,68p' app/components/products/templates/OutletTemplateOverrides.tsx"}

  const load = useCallback(async () => {
    try {
      setLoading(true);
      const [defaultRes, overrideRes] = await Promise.all([
        fetchProductTemplates(productId, { page: 1, limit: 100, active: true }),
        fetchProductTemplates(productId, { page: 1, limit: 100, outletId: outlet.id }),
      ]);
      setDefaults(defaultRes.templates);
      setOverrides(overrideRes.templates);
    } catch (error) {
      console.error("Error loading outlet template overrides:", error);
      showErrorToast(t("Failed to load templates"));
    } finally {
      setLoading(false);
    }
  }, [productId, outlet.id, t]);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -A 5 \"primaryColor\\|getPrimaryColor\" src/models/internal/_Organization.ts"}

Exit code 2
grep: src/models/internal/_Organization.ts: No such file or directory

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && find src/models -name \"*Organization*\" -type f"}

src/models/internal/_OrganizationModule.ts
src/models/internal/_OrganizationPolicyStatus.ts
src/models/internal/_UserOrganization.ts
src/models/Organization.ts
src/models/OrganizationPolicyStatus.ts
src/models/UserOrganization.ts
src/models/OrganizationModule.ts

{"command":"cd /Users/bakker/dev/gangkhar && find . -path ./.git -prune -o -name \"*.ts\" -o -name \"*.tsx\" | xargs grep -l \"template.*locale\\|locale.*template\" 2>/dev/null | head -10"}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -A 3 \"primaryColor\\|getPrimaryColor\" src/models/Organization.ts"}

    primaryColor?: string;
    secondaryColor?: string;
    logoUrl?: string;
    faviconUrl?: string;
--
    return this.settings?.branding?.primaryColor || '#3B82F6';
  }

  getApplicationName(): string {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && git diff HEAD src/services/welcomeEmailService.ts | grep -A 15 \"const branding =\""}

+      const branding = await resolveBrandingTokens(organizationId, policy.outletId);
+      templateData.logoUrl = branding.logoUrl;
+      templateData.brandColor = branding.brandColor;
+      templateData.brandName = branding.brandName;
+      templateData.branding = branding;
+    }
+
     if (customer && !customer.password && customer.resetToken && organizationId) {
       const createAccountLink = await generateCustomerCreateAccountLink(customer.resetToken, organizationId, request);
       templateData.createAccountLink = createAccountLink;

./sherpa-embed-api-465-per-outlet-claim-rules/scripts/extract-api-error-templates.ts
./sherpa-embed-api-465-per-outlet-claim-rules/src/utils/apiClient.ts
./sherpa-embed-api-465-per-outlet-claim-rules/src/pages/EmbedCheckout.tsx
./sherpa-api-api-460-timed-delayed-emails-for-cooling/translations/runtime-strings.ts
./sherpa-api-api-460-timed-delayed-emails-for-cooling/src/models/productTemplateHelpers.ts
./sherpa-api-api-460-timed-delayed-emails-for-cooling/src/schemas/typebox/product/ProductTemplate.ts
./sherpa-api-api-460-timed-delayed-emails-for-cooling/src/db/migrations/2026.04.28T00.00.01.seed-suspension-reinstatement-templates.ts
./sherpa-api-api-460-timed-delayed-emails-for-cooling/src/db/migrations/2026.04.13T00.00.01.add-locale-to-templates.ts
./sherpa-api-api-460-timed-delayed-emails-for-cooling/src/controllers/productController.ts
./sherpa-api-api-460-timed-delayed-emails-for-cooling/src/controllers/templateController.ts

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-api-460-timed-delayed-emails-for-cooling && ls -la src/db/migrations/ | grep locale"}

-rw-r--r--@   1 bakker  staff   4048 Jun  1 09:02 2026.04.13T00.00.01.add-locale-to-templates.ts
-rw-r--r--@   1 bakker  staff    409 Jun  1 09:02 2026.05.24T00.00.01.add-product-source-locale.ts
-rw-r--r--@   1 bakker  staff    434 Jun  1 09:02 2026.05.24T00.00.02.add-organization-supported-locales.ts
-rw-r--r--@   1 bakker  staff    510 Jun  1 09:02 2026.05.24T00.00.03.drop-organization-supported-locales.ts

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git --no-pager diff HEAD -- app/types/template.ts | grep locale"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '138,173p' app/components/products/templates/OutletTemplateOverrides.tsx"}

      {/* Outlet branding header — the look-and-feel these overrides inherit. */}
      <div className="flex items-center gap-4 rounded-lg border border-gray-200 bg-gray-50 p-4">
        {logoUrl ? (
          // eslint-disable-next-line @next/next/no-img-element
          <img
            src={logoUrl}
            alt={t("{outlet} logo", { outlet: outlet.name })}
            className="h-10 w-10 rounded object-contain"
          />
        ) : (
          <div
            className="flex h-10 w-10 items-center justify-center rounded text-sm font-semibold text-white"
            style={{ backgroundColor: color || "#6b7280" }}
          >
            {outlet.name.charAt(0).toUpperCase()}
          </div>
        )}
        <div className="min-w-0 flex-1">
          <p className="truncate font-medium text-gray-900">{outlet.name}</p>
          <p className="text-sm text-gray-500">
            {t("Documents below use this outlet's branding tokens ({logo}, {color}). Anything not overridden inherits the product default.", {
              logo: "{{logoUrl}}",
              color: "{{brandColor}}",
            })}
          </p>
        </div>
        {color && (
          <span
            className="inline-flex items-center gap-1 rounded-full border border-gray-200 bg-white px-2.5 py-1 text-xs font-medium text-gray-700"
          >
            <span className="h-3 w-3 rounded-full" style={{ backgroundColor: color }} />
            {color}
          </span>
        )}
      </div>

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/10-per-outlet-templates.spec.ts","offset":[100,120]}

<tool_use_error>InputValidationError: Read failed due to the following issue:
The parameter `offset` type is expected as `number` but provided as `array`</tool_use_error>

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/10-per-outlet-templates.spec.ts","offset":100,"limit":55}

100	
101	  test('list scope separates product defaults from per-outlet overrides', async ({ request }) => {
102	    const client = newClient(request);
103	
104	    const defaults = await client.get(`/v1/plus/templates/products/${productId}?page=1&limit=50`);
105	    expect(defaults.status()).toBe(200);
106	    const dRows = (await defaults.json()).data.templates as Array<{ id: number; outletId: string | null }>;
107	    expect(dRows.every((t) => t.outletId == null)).toBe(true);
108	    expect(dRows.some((t) => t.id === defaultId)).toBe(true);
109	    expect(dRows.some((t) => t.id === overrideAId)).toBe(false);
110	
111	    const aRows = (await (await client.get(`/v1/plus/templates/products/${productId}?page=1&limit=50&outletId=${outletA}`)).json()).data.templates as Array<{ id: number; outletId: string | null }>;
112	    expect(aRows.every((t) => t.outletId === outletA)).toBe(true);
113	    expect(aRows.some((t) => t.id === overrideAId)).toBe(true);
114	
115	    // Outlet C has no overrides — it inherits everything.
116	    const cRows = (await (await client.get(`/v1/plus/templates/products/${productId}?page=1&limit=50&outletId=${outletC}`)).json()).data.templates as unknown[];
117	    expect(cRows.length).toBe(0);
118	  });
119	
120	  test('resolves outlet override → product default at render time', async ({ request }) => {
121	    const client = newClient(request);
122	
123	    expect(await (await resolveTerms(client, productId, outletA)).text()).toContain(OSLO);
124	    expect(await (await resolveTerms(client, productId, outletB)).text()).toContain(BERGEN);
125	
126	    // Outlet C (no override) silently inherits the product default.
127	    const cText = await (await resolveTerms(client, productId, outletC)).text();
128	    expect(cText).toContain(DEFAULT_V1);
129	    expect(cText).not.toContain(OSLO);
130	    expect(cText).not.toContain(BERGEN);
131	
132	    // No outlet context → product default.
133	    expect(await (await resolveTerms(client, productId)).text()).toContain(DEFAULT_V1);
134	  });
135	
136	  test('editing the product default does not clobber outlet overrides', async ({ request }) => {
137	    const client = newClient(request);
138	
139	    const upd = await client.put(`/v1/plus/templates/products/${productId}/${defaultId}`, {
140	      content: `<html><body><section class="terms">${DEFAULT_V2}</section></body></html>`,
141	    });
142	    expect(upd.status()).toBe(200);
143	
144	    // The override rows are untouched.
145	    expect((await (await client.get(`/v1/plus/templates/products/${productId}/${overrideAId}`)).json()).data.content).toContain(OSLO);
146	    expect((await (await client.get(`/v1/plus/templates/products/${productId}/${overrideBId}`)).json()).data.content).toContain(BERGEN);
147	
148	    // Resolution: A/B keep their overrides; C now inherits the *updated* default.
149	    expect(await (await resolveTerms(client, productId, outletA)).text()).toContain(OSLO);
150	    const cText = await (await resolveTerms(client, productId, outletC)).text();
151	    expect(cText).toContain(DEFAULT_V2);
152	    expect(cText).not.toContain(OSLO);
153	  });
154	

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git log --oneline -20 | head -5"}

cd79c2d feat: outlet management UI for Sherpa Plus (#456)
82b98d9 chore: update translations [skip ci]
057349b fix: hide aggregate banner on non-aggregatable paths
18370d2 chore: update translations [skip ci]
56009e6 refactor: remove aggregated view nav locking from AppLayout

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && git --no-pager diff HEAD -- app/bundles 2>&1"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '93,112p' app/components/products/templates/TemplatesTab.tsx"}

  // Load the org's active outlets so a product's templates can be overridden
  // per outlet (#263). Bundles have no outlet override layer.
  useEffect(() => {
    if (isBundle) return;
    let cancelled = false;
    (async () => {
      try {
        const res = await api.get<{ data: Outlet[] }>("/outlets");
        if (!cancelled) {
          setOutlets((res.data.data || []).filter((o) => o.status === "active"));
        }
      } catch (error) {
        console.error("Error loading outlets:", error);
      }
    })();
    return () => {
      cancelled = true;
    };
  }, [isBundle]);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && grep -A 2 \"branding?\" src/types/config.ts"}

  branding?: { logoUrl: string; brandColor: string; brandName: string } | null;
}

Good — it's wrapped in `if (organizationId)` before calling resolveBrandingTokens. Perfect.

Now let me finalize my review. Let me check one more thing — whether the migration properly handles the forward compatibility for the new indexes:

Looking at the migration again:
- Line 36: `where: { outletId: null }` for product defaults
- Line 41: `where: { outletId: { [Op.ne]: null } }` for outlet overrides

This is correct. The WHERE clauses create partial indexes that don't constrain all rows — only the rows matching the WHERE predicate are indexed. So:
- A product default with the same name/product/locale can exist with outletId=null
- An outlet override with the same name/product/outlet/locale can exist
- They don't collide because they're in different partial indexes

Now let me think about one more edge case: what happens if you delete an outlet? The migration specifies `onDelete: 'CASCADE'` (line 24), which is correct — deleting an outlet should delete all its template overrides, leaving the product default intact.

Excellent. Now let me check if there are any issues with the validator on outletId in the create body. Let me look at the body schema:

Looking at the controller (line 528-529):
```typescript
const outletId = request.body.outletId || null;
```

This is correct — it allows undefined to become null, which is the product default.

And the validation (line 573-580) correctly checks that outletId belongs to the organization:
```typescript
if (outletId) {
  const outlet = await Outlet.findOne({ organizationId }, {
    where: { id: outletId, organizationId },
  });
  if (!outlet) {
    throw new StatusError(404, 'Outlet not found');
  }
}
```

Perfect IDOR protection.

Now I'm ready to issue my comprehensive findings:

---

## ADVERSARIAL REVIEW: Ticket #263 Per-Outlet Documents & Templates

I've conducted a thorough security and logic review of the sherpa-api changes. Overall, the implementation is **sound**, with **one concrete issue found** and **one design risk** to flag.

### FINDINGS

---

### 1. **HIGH SEVERITY — clone() method does not preserve outletId**

**Location:** `/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts`, lines 257–271

**Problem:**
The `clone()` helper omits `outletId` from the cloned object. If someone clones an outlet override template (e.g., for branching/versioning use cases), the returned partial will have `outletId: undefined`, causing the clone to become a product default instead of preserving the outlet scope.

```typescript
clone(): Partial<_ProductTemplate> {
  return {
    name: `${this.name}_copy`,
    title: `${this.title} (Copy)`,
    // ... other fields ...
    productId: this.productId,
    templateLibraryId: this.templateLibraryId,
    locale: this.locale,
    // outletId MISSING — clone always becomes a product default
  };
}
```

**Impact:** Low today (no callers of clone() exist), but a **ticking time bomb** if the method is used with outlet overrides in future features.

**Fix:**
Add `outletId: this.outletId,` to the returned object (line 269).

---

### 2. **MEDIUM SEVERITY — Backward compatibility gap in policyOrderController and claimMessageService**

**Location:** 
- `/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts` (line ~585)
- `/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimMessageService.ts` (lines ~155, ~225)

**Problem:**
The `policyOrderController` and `claimMessageService` call `findActiveProductTemplate()` **without passing `outletId`**, even though they have access to it:

```typescript
// policyOrderController.ts
const certificateTemplate = await findActiveProductTemplate(
  { productId: policyOrder.productId, productName: policyOrder.productName },
  'insurance_certificate',
  organizationId
  // Missing: policyOrder.outletId
);

// claimMessageService.ts (notifyClaimStatusChange)
const emailTemplate = product
  ? await findActiveProductTemplate(
      { productId: product.id, productName: product.productName },
      'claim_status_change_email',
      organizationId
      // Missing: claimRecord.outletId (but see caveat below)
    )
  : null;
```

**Investigation result:**
- `PolicyOrder` model DOES have `outletId` (audit trail, created at policy issuance).
- `ClaimRecord` model does NOT have `outletId` (claims are policy-level, not outlet-specific).

**Assessment:**

- **policyOrderController:** This is a **REAL BUG**. When rendering a certificate for a policy created through an outlet, it should use the outlet's override template if one exists, falling back to the product default. Presently it always uses the product default, skipping the outlet override.

- **claimMessageService:** This is **NOT a bug** — claims don't belong to outlets, so passing outletId would be nonsensical. These calls are correct as-is.

**Fix:**
Update `policyOrderController.ts` to pass `policyOrder.outletId` to both `findActiveProductTemplate()` calls (insurance_certificate and emailTemplate lookups).

---

### 3. **Migration Index Correctness: VERIFIED OK**

**Location:** `/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts`

The partial indexes are correctly constructed:
- **Product defaults** (outletId IS NULL) use `where: { outletId: null }` and cannot collide with each other on (name, product, locale).
- **Outlet overrides** (outletId ≠ NULL) use `where: { outletId: { [Op.ne]: null } }` and cannot collide with each other on (name, product, outlet, locale).
- No cross-partition collisions because they're in separate partial indexes.
- **Active template uniqueness** is also correctly partitioned: one active default per (type, product, locale) and one active override per (type, product, outlet, locale).

The foreign key constraint uses `CASCADE` on deletion, which is correct: deleting an outlet cascades to its overrides, but leaves the product default intact.

**Verdict:** Index logic is sound. ✓

---

### 4. **Resolution Logic in findActiveProductTemplate: VERIFIED OK**

**Location:** `/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/productTemplateHelpers.ts`, lines 18–60

The resolution chain correctly prioritizes outlet override → product default within each locale:

```typescript
for (const loc of chain) {
  if (outletId) {
    const override = await findForScope(loc, outletId);
    if (override) return override;  // Outlet override wins
  }
  const fallback = await findForScope(loc, null);
  if (fallback) return fallback;    // Product default fallback
}
```

When `outletId` is undefined, the function skips the override check and goes straight to the product default, maintaining backward compatibility.

**Verdict:** Resolution logic is correct. ✓

---

### 5. **No-Clobber / Deactivation Scoping in templateController: VERIFIED OK**

**Location:** `/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/templateController.ts`

**Create (lines 591–605):** When activating a new template, the deactivation UPDATE is scoped by `outletId`:
```typescript
await ProductTemplate.update(request,
  { active: false },
  {
    where: {
      productId: parseInt(productId),
      templateType,
      locale,
      active: true,
      outletId,  // ← Correctly scoped: only deactivates within same override scope
    },
  }
);
```
✓ Correct — creating/activating an outlet override will NOT deactivate the product default.

**Update (lines 707–723):** When activating an existing template, the deactivation is again scoped by `template.outletId`:
```typescript
await ProductTemplate.update(request,
  { active: false },
  {
    where: {
      productId,
      templateType: currentTemplateType,
      locale: currentLocale,
      active: true,
      outlet

Good - branding is optional (has `?`). And the code properly checks for it with optional chaining. Now let me compile my final findings by creating a comprehensive report.

---

## ADVERSARIAL REVIEW: Ticket #263 "Per-outlet documents & templates within a single product"

### Summary
I've conducted a thorough review across sherpa-portal, sherpa-embed, and sherpa-test. Found **2 HIGH issues** and **3 MEDIUM issues** affecting correctness and type safety.

---

### HIGH-SEVERITY ISSUES

#### 1. **CRITICAL: Locale-based matching is non-functional**
**File:** `/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx:79-82`

**Problem:**
```typescript
const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>
  overrides.find(
    (o) => o.templateType === def.templateType && o.active && (o as { locale?: string }).locale === (def as { locale?: string }).locale,
  );
```

The logic attempts to match overrides to defaults by `templateType` AND `locale`. However, the `ProductTemplate` interface (defined in `app/types/template.ts`) does NOT include a `locale` field. The unsafe casts `(o as { locale?: string })` and `(def as { locale?: string })` both resolve to accessing an undefined property, so the condition `undefined === undefined` always matches for any two templates with the same `templateType`.

**Impact:** If a product has multiple localized versions of the same template type, they will incorrectly share the same override row in the UI. The feature will render the wrong content or cause unexpected behavior.

**Evidence:** 
- `app/types/template.ts` lines 7-24: `ProductTemplate` interface has no `locale` field.
- `app/components/products/templates/OutletTemplateOverrides.tsx` line 81: Cast attempts to access non-existent field.
- The upstream API branch (`sherpa-api-api-460-timed-delayed-emails-for-cooling`) does add locale via migration, but the portal types haven't been updated.

**Fix:** Either:
1. Add `locale?: string | null` to the `ProductTemplate` interface (if the API does return it).
2. If locale matching isn't needed yet, remove the locale condition from `overrideFor` and document why.
3. Wait for the API to finalize the locale field rollout and sync the types.

---

#### 2. **BusyType state not cleared on successful customization**
**File:** `/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx:84-104`

**Problem:**
```typescript
const handleCustomize = async (def: ProductTemplate) => {
  try {
    setBusyType(def.templateType);
    const created = await createProductTemplate(productId, {
      name: def.name,
      title: def.title,
      description: def.description,
      templateType: def.templateType,
      content: def.content,
      contentType: def.contentType,
      active: true,
      outletId: outlet.id,
    });
    showSuccessToast(t("Override created for {outlet}", { outlet: outlet.name }));
    router.push(`/products/${productId}/templates/${created.id}`);
    // ❌ NO setBusyType(null) on success path
  } catch (error) {
    console.error("Error creating outlet override:", error);
    showErrorToast(t("Failed to create override"));
    setBusyType(null); // Only reset on error
  }
};
```

The button shows "Creating..." state indefinitely after successful creation because `setBusyType` is never cleared on the success path. The `router.push()` will navigate away, but for the brief moment before navigation, the button appears stuck.

**Impact:** User experience issue; button remains visually busy even though the action completed. If the push fails or is slow, the button is permanently broken.

**Fix:** Add `setBusyType(null)` before or after the `router.push()` call, or move it into a `finally` block (though navigation makes cleanup moot, it's safer to reset state).

---

### MEDIUM-SEVERITY ISSUES

#### 3. **Missing active filter on outlet overrides fetch**
**File:** `/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx:56-58`

**Problem:**
```typescript
const [defaultRes, overrideRes] = await Promise.all([
  fetchProductTemplates(productId, { page: 1, limit: 100, active: true }),
  fetchProductTemplates(productId, { page: 1, limit: 100, outletId: outlet.id }), // ❌ No active: true
]);
```

The defaults query includes `active: true`, but the overrides query does not. While the `overrideFor()` function filters by `o.active` in memory, this means potentially loading many inactive overrides from the API, wasting bandwidth and memory.

**Impact:** Performance regression when a product has many deleted overrides. For correctness, the matching function already handles this, so it's a minor issue but indicates incomplete intent.

**Fix:** Add `active: true` to the override fetch:
```typescript
fetchProductTemplates(productId, { page: 1, limit: 100, outletId: outlet.id, active: true })
```

---

#### 4. **Unsafe CSS variable type cast in embed**
**File:** `/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx:184-186`

**Problem:**
```typescript
const brandStyle = branding?.brandColor
  ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)
  : undefined;
```

The `['--sherpa-primary' as string]` cast is overly verbose and semantically misleading. CSS custom properties (`--*`) are valid in React style objects without the cast. However, the cast itself is safe (and the code works), but it's a code smell that suggests uncertainty.

**Impact:** Low/none. The code is correct but signals to maintainers that the approach might be unconventional. The EmbedCheckout component uses the same pattern without the verbose cast, so this is stylistically inconsistent.

**Fix:** Simplify to:
```typescript
const brandStyle = branding?.brandColor
  ? ({ '--sherpa-primary': branding.brandColor } as React.CSSProperties)
  : undefined;
```

Or, use a const object for clarity:
```typescript
const brandStyle = branding?.brandColor ? { '--sherpa-primary': branding.brandColor } : undefined;
```

---

#### 5. **Test cleanup doesn't verify outlet override cascade after deletion**
**File:** `/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/10-per-outlet-templates.spec.ts:155-170`

**Problem:**
The test deletes outlet A's override and verifies it falls back to the default. However, it doesn't verify that:
1. The portal's `OutletTemplateOverrides` component correctly reloads and removes the override from the UI.
2. The scope selector properly resets or updates after an override is deleted from a different outlet.

The test is API-focused and doesn't cover the portal UI's state management when overrides are deleted.

**Impact:** Medium. The API contract is tested, but the portal's client-side state may have bugs (stale overrides list, infinite loop on reload, etc.) that won't be caught.

**Fix:** Add E2E tests (using Playwright or similar) that:
1. Navigate to a product's templates → select an outlet.
2. Verify the override is shown as "Overridden".
3. Click "Reset to default", confirm deletion.
4. Verify the override disappears from the table and the status reverts to "Inherits product default".

---

### MINOR ISSUES / CODE QUALITY

#### 6. **String template placeholders in i18n don't match variable names**
**File:** `/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx:158-160`

**Problem:**
```typescript
{t("Documents below use this outlet's branding tokens ({logo}, {color}). Anything not overridden inherits the product default.", {
  logo: "{{logoUrl}}",
  color: "{{brandColor}}",
})}
```

The translation keys use `{logo}` and `{color}` but the object pas

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== policyOrderController findActiveProductTemplate calls ===\"\nrg -n \"findActiveProductTemplate\" src/controllers/policyOrderController.ts -A6 2>/dev/null | head -40\necho \"=== does policyOrder var carry outletId in those scopes? ===\"\nrg -n \"outletId|policyOrder\\.|\\.productId\" src/controllers/policyOrderController.ts | rg -i \"outletId\" | head","description":"Inspect policyOrderController template resolution"}

=== policyOrderController findActiveProductTemplate calls ===
60:import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
61-import { Quote } from '@/models/Quote.js';
62-import { QuoteParameter } from '@/models/QuoteParameter.js';
63-import { QuoteSession } from '@/models/QuoteSession.js';
64-import { Customer } from '@/models/Customer.js';
65-import { generateDocumentPdf } from '@/services/pdfService.js';
66-import { renderTemplate } from '@/services/templateService.js';
--
4369:  const certificateTemplate = await findActiveProductTemplate(
4370-    { productId: policyOrder.productId, productName: policyOrder.productName },
4371-    'insurance_certificate',
4372-    organizationId
4373-  );
4374-
4375-  if (!certificateTemplate) {
=== does policyOrder var carry outletId in those scopes? ===
200:  outletId?: string;
224:  outletId?: string;
272:    outletId,
320:  if (outletId) {
321:    where.outletId = outletId;
737:    outletId: bodyOutletId,
812:    { outletId: bodyOutletId, externalOutletRef },
845:    outletId: resolvedOutletId,
2469:  outletId?: string;
2508:  outletId?: string;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template\necho \"=== EmbedCheckout --sherpa-primary exact pattern ===\"\nrg -n \"sherpa-primary\" src/pages/EmbedCheckout.tsx | head","description":"Check embed CSS var pattern for consistency"}

=== EmbedCheckout --sherpa-primary exact pattern ===
329:  // Branded primary color flows into the shared CSS via `--sherpa-primary`.
333:    ? { ['--sherpa-primary' as string]: session.branding.primaryColor }

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== all findActiveProductTemplate calls in policyOrderController ===\"\nrg -n \"findActiveProductTemplate\" src/controllers/policyOrderController.ts\necho \"=== context around 4355-4395 ===\"\nsed -n '4355,4395p' src/controllers/policyOrderController.ts","description":"Find all template-resolution calls + their policyOrder scope"}

=== all findActiveProductTemplate calls in policyOrderController ===
60:import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
4369:  const certificateTemplate = await findActiveProductTemplate(
=== context around 4355-4395 ===
        required: false,
      },
      {
        model: Customer.raw,
        as: 'customer',
        required: false,
      },
    ],
  });

  if (!policyOrder) {
    throw new StatusError(404, 'Policy order not found');
  }

  const certificateTemplate = await findActiveProductTemplate(
    { productId: policyOrder.productId, productName: policyOrder.productName },
    'insurance_certificate',
    organizationId
  );

  if (!certificateTemplate) {
    throw new StatusError(
      404,
      `No certificate template found for product: ${policyOrder.productName}`
    );
  }

  const templateData = await prepareTemplateData(policyOrder, request);

  const certLocale = typeof policyOrder.requestHeaders?.locale === 'string'
    ? policyOrder.requestHeaders.locale
    : undefined;
  const localizedCertificate = await localizeTemplateContent(
    certificateTemplate.content, certLocale, organizationId, policyOrder.productId, certificateTemplate.locale,
  );
  const documentHtml = renderTemplate(localizedCertificate, templateData);
  const pdfBuffer = await generateDocumentPdf(documentHtml);
  return {
    pdfBuffer,
    policyNumber: policyOrder.policyNumber || policyOrder.policyId,
  };

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts","old_string":"  const certificateTemplate = await findActiveProductTemplate(\n    { productId: policyOrder.productId, productName: policyOrder.productName },\n    'insurance_certificate',\n    organizationId\n  );\n\n  if (!certificateTemplate) {\n    throw new StatusError(\n      404,\n      `No certificate template found for product: ${policyOrder.productName}`\n    );\n  }\n\n  const templateData = await prepareTemplateData(policyOrder, request);","new_string":"  const certificateTemplate = await findActiveProductTemplate(\n    { productId: policyOrder.productId, productName: policyOrder.productName },\n    'insurance_certificate',\n    organizationId,\n    policyOrder.outletId\n  );\n\n  if (!certificateTemplate) {\n    throw new StatusError(\n      404,\n      `No certificate template found for product: ${policyOrder.productName}`\n    );\n  }\n\n  const templateData = await prepareTemplateData(policyOrder, request);\n\n  // Outlet-aware branding tokens for the certificate: outlet override →\n  // organization default (#263).\n  if (organizationId) {\n    const branding = await resolveBrandingTokens(organizationId, policyOrder.outletId);\n    templateData.logoUrl = branding.logoUrl;\n    templateData.brandColor = branding.brandColor;\n    templateData.brandName = branding.brandName;\n    templateData.branding = branding;\n  }"}

<tool_use_error>File has not been read yet. Read it first before writing to it.</tool_use_error>

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts","offset":4367,"limit":20}

4367	  }
4368	
4369	  const certificateTemplate = await findActiveProductTemplate(
4370	    { productId: policyOrder.productId, productName: policyOrder.productName },
4371	    'insurance_certificate',
4372	    organizationId
4373	  );
4374	
4375	  if (!certificateTemplate) {
4376	    throw new StatusError(
4377	      404,
4378	      `No certificate template found for product: ${policyOrder.productName}`
4379	    );
4380	  }
4381	
4382	  const templateData = await prepareTemplateData(policyOrder, request);
4383	
4384	  const certLocale = typeof policyOrder.requestHeaders?.locale === 'string'
4385	    ? policyOrder.requestHeaders.locale
4386	    : undefined;

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts","old_string":"  const certificateTemplate = await findActiveProductTemplate(\n    { productId: policyOrder.productId, productName: policyOrder.productName },\n    'insurance_certificate',\n    organizationId\n  );\n\n  if (!certificateTemplate) {\n    throw new StatusError(\n      404,\n      `No certificate template found for product: ${policyOrder.productName}`\n    );\n  }\n\n  const templateData = await prepareTemplateData(policyOrder, request);\n\n  const certLocale = typeof policyOrder.requestHeaders?.locale === 'string'","new_string":"  const certificateTemplate = await findActiveProductTemplate(\n    { productId: policyOrder.productId, productName: policyOrder.productName },\n    'insurance_certificate',\n    organizationId,\n    policyOrder.outletId\n  );\n\n  if (!certificateTemplate) {\n    throw new StatusError(\n      404,\n      `No certificate template found for product: ${policyOrder.productName}`\n    );\n  }\n\n  const templateData = await prepareTemplateData(policyOrder, request);\n\n  // Outlet-aware branding tokens for the certificate: outlet override →\n  // organization default (#263).\n  if (organizationId) {\n    const branding = await resolveBrandingTokens(organizationId, policyOrder.outletId);\n    templateData.logoUrl = branding.logoUrl;\n    templateData.brandColor = branding.brandColor;\n    templateData.brandName = branding.brandName;\n    templateData.branding = branding;\n  }\n\n  const certLocale = typeof policyOrder.requestHeaders?.locale === 'string'"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts","old_string":"import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';","new_string":"import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';\nimport { resolveBrandingTokens } from '@/services/outletBrandingService.js';"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts","old_string":"      version: 1,\n      active: this.active,\n      productId: this.productId,\n      templateLibraryId: this.templateLibraryId,\n      locale: this.locale,\n    };\n  }","new_string":"      version: 1,\n      active: this.active,\n      productId: this.productId,\n      templateLibraryId: this.templateLibraryId,\n      locale: this.locale,\n      outletId: this.outletId,\n    };\n  }"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/types/template.ts","old_string":"  version: number;\n  active: boolean;\n  productId: number;\n  templateLibraryId?: number;\n  organizationId: string;\n  // null = product default; an outlet UUID = a per-outlet override (#263).\n  outletId?: string | null;\n  createdAt: string;\n  updatedAt: string;\n}","new_string":"  version: number;\n  active: boolean;\n  productId: number;\n  templateLibraryId?: number;\n  organizationId: string;\n  locale?: string;\n  // null = product default; an outlet UUID = a per-outlet override (#263).\n  outletId?: string | null;\n  createdAt: string;\n  updatedAt: string;\n}"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/types/template.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx","old_string":"      const [defaultRes, overrideRes] = await Promise.all([\n        fetchProductTemplates(productId, { page: 1, limit: 100, active: true }),\n        fetchProductTemplates(productId, { page: 1, limit: 100, outletId: outlet.id }),\n      ]);","new_string":"      const [defaultRes, overrideRes] = await Promise.all([\n        fetchProductTemplates(productId, { page: 1, limit: 100, active: true }),\n        fetchProductTemplates(productId, { page: 1, limit: 100, active: true, outletId: outlet.id }),\n      ]);"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx","old_string":"  // The override for a given default (matched on type + locale so localized\n  // defaults each get their own override row).\n  const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>\n    overrides.find(\n      (o) => o.templateType === def.templateType && o.active && (o as { locale?: string }).locale === (def as { locale?: string }).locale,\n    );","new_string":"  // The override for a given default (matched on type + locale so localized\n  // defaults each get their own override row).\n  const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>\n    overrides.find(\n      (o) => o.templateType === def.templateType && o.active && o.locale === def.locale,\n    );"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx","old_string":"      showSuccessToast(t(\"Override created for {outlet}\", { outlet: outlet.name }));\n      router.push(`/products/${productId}/templates/${created.id}`);\n    } catch (error) {\n      console.error(\"Error creating outlet override:\", error);\n      showErrorToast(t(\"Failed to create override\"));\n      setBusyType(null);\n    }\n  };","new_string":"      showSuccessToast(t(\"Override created for {outlet}\", { outlet: outlet.name }));\n      setBusyType(null);\n      router.push(`/products/${productId}/templates/${created.id}`);\n    } catch (error) {\n      console.error(\"Error creating outlet override:\", error);\n      showErrorToast(t(\"Failed to create override\"));\n      setBusyType(null);\n    }\n  };"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx","old_string":"          <p className=\"text-sm text-gray-500\">\n            {t(\"Documents below use this outlet's branding tokens ({logo}, {color}). Anything not overridden inherits the product default.\", {\n              logo: \"{{logoUrl}}\",\n              color: \"{{brandColor}}\",\n            })}\n          </p>","new_string":"          <p className=\"text-sm text-gray-500\">\n            {t(\"Documents below use this outlet's logo and accent color. Anything not overridden inherits the product default.\")}\n          </p>"}

The file /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx has been updated successfully. (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api npx tsc --noEmit 2>&1 | head -20; echo \"api tsc exit=${PIPESTATUS[0]}\"","description":"Re-run API tsc"}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template\nnpx tsc --noEmit 2>&1 | rg -v \"node_modules\" | head -20; echo \"portal tsc exit=${PIPESTATUS[0]}\"","description":"Re-run portal tsc"}

src/controllers/policyOrderController.ts(4374,5): error TS2345: Argument of type 'string | null' is not assignable to parameter of type 'string | undefined'.
  Type 'null' is not assignable to type 'string | undefined'.
api tsc exit=

portal tsc exit=

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\nrg -n \"outletId\\?:\" src/models/productTemplateHelpers.ts\necho \"=== how welcomeEmailService policy.outletId typed (its passing compiled) ===\"\nrg -n \"policy: PolicyOrder|policy\\.outletId\" src/services/welcomeEmailService.ts | head\necho \"=== policyOrder var type at line ~4340 (the findOne) ===\"\nsed -n '4338,4352p' src/controllers/policyOrderController.ts","description":"Inspect helper signature + policyOrder type"}

23:  outletId?: string | null,
=== how welcomeEmailService policy.outletId typed (its passing compiled) ===
278:export async function prepareTemplateData(policy: PolicyOrder, request?: FastifyRequest): Promise<Record<string, unknown>> {
585:  policy: PolicyOrder,
613:      policy.outletId
626:      policy.outletId
638:      const branding = await resolveBrandingTokens(organizationId, policy.outletId);
750:  policy: PolicyOrder,
759:  policy: PolicyOrder,
768:  policy: PolicyOrder,
777:  policy: PolicyOrder,
=== policyOrder var type at line ~4340 (the findOne) ===
    expiryDate: policyOrder.expiryDate,
    status: policyOrder.status,
  };
}

async function _renderPolicyCertificatePdfBuffer(
  policyId: string,
  organizationId: string,
  request?: FastifyRequest
): Promise<{ pdfBuffer: Buffer; policyNumber: string }> {
  const ctx = request ?? { organizationId };
  const policyOrder = await PolicyOrderModel.findOne(ctx, {
    where: { policyId },
    include: [
      {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== PolicyOrderModel import in policyOrderController ===\"; rg -n \"PolicyOrderModel\" src/controllers/policyOrderController.ts | head -3\necho \"=== PolicyOrder safe-model outletId type? raw _PolicyOrder decl ===\"; rg -n \"outletId\" src/models/internal/_PolicyOrder.ts | head\necho \"=== does toSafeModel change optionality? quick peek at safe-model ===\"; rg -n \"outletId|NonAttribute|CreationOptional\" src/models/internal/_PolicyOrder.ts | head","description":"Diagnose policyOrder.outletId type"}

=== PolicyOrderModel import in policyOrderController ===
25:  PolicyOrder as PolicyOrderModel,
390:  const { count, rows } = await PolicyOrderModel.findAndCountAll(request, {
543:    const allBundlePolicies = await PolicyOrderModel.findAll(request, {
=== PolicyOrder safe-model outletId type? raw _PolicyOrder decl ===
526:  declare outletId: string | null;
532:  // to outletId at creation time; retained for audit/inbound reconciliation.
=== does toSafeModel change optionality? quick peek at safe-model ===
526:  declare outletId: string | null;
532:  // to outletId at creation time; retained for audit/inbound reconciliation.

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api sh -lc 'rm -f .tsbuildinfo tsconfig.tsbuildinfo 2>/dev/null; npx tsc --noEmit 2>&1 | head -20'; echo \"api tsc exit done\"","description":"Clear tsbuildinfo + re-run API tsc"}

src/controllers/policyOrderController.ts(4374,5): error TS2345: Argument of type 'string | null' is not assignable to parameter of type 'string | undefined'.
  Type 'null' is not assignable to type 'string | undefined'.
api tsc exit done

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts","offset":4369,"limit":35}

4369	
4370	  const certificateTemplate = await findActiveProductTemplate(
4371	    { productId: policyOrder.productId, productName: policyOrder.productName },
4372	    'insurance_certificate',
4373	    organizationId,
4374	    policyOrder.outletId
4375	  );
4376	
4377	  if (!certificateTemplate) {
4378	    throw new StatusError(
4379	      404,
4380	      `No certificate template found for product: ${policyOrder.productName}`
4381	    );
4382	  }
4383	
4384	  const templateData = await prepareTemplateData(policyOrder, request);
4385	
4386	  // Outlet-aware branding tokens for the certificate: outlet override →
4387	  // organization default (#263).
4388	  if (organizationId) {
4389	    const branding = await resolveBrandingTokens(organizationId, policyOrder.outletId);
4390	    templateData.logoUrl = branding.logoUrl;
4391	    templateData.brandColor = branding.brandColor;
4392	    templateData.brandName = branding.brandName;
4393	    templateData.branding = branding;
4394	  }
4395	
4396	  const certLocale = typeof policyOrder.requestHeaders?.locale === 'string'
4397	    ? policyOrder.requestHeaders.locale
4398	    : undefined;
4399	  const localizedCertificate = await localizeTemplateContent(
4400	    certificateTemplate.content, certLocale, organizationId, policyOrder.productId, certificateTemplate.locale,
4401	  );
4402	  const documentHtml = renderTemplate(localizedCertificate, templateData);
4403	  const pdfBuffer = await generateDocumentPdf(documentHtml);

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts","old_string":"  const certificateTemplate = await findActiveProductTemplate(\n    { productId: policyOrder.productId, productName: policyOrder.productName },\n    'insurance_certificate',\n    organizationId,\n    policyOrder.outletId\n  );\n\n  if (!certificateTemplate) {\n    throw new StatusError(\n      404,\n      `No certificate template found for product: ${policyOrder.productName}`\n    );\n  }\n\n  const templateData = await prepareTemplateData(policyOrder, request);\n\n  // Outlet-aware branding tokens for the certificate: outlet override →\n  // organization default (#263).\n  if (organizationId) {\n    const branding = await resolveBrandingTokens(organizationId, policyOrder.outletId);\n    templateData.logoUrl = branding.logoUrl;\n    templateData.brandColor = branding.brandColor;\n    templateData.brandName = branding.brandName;\n    templateData.branding = branding;\n  }\n\n  const certLocale = typeof policyOrder.requestHeaders?.locale === 'string'\n    ? policyOrder.requestHeaders.locale\n    : undefined;\n  const localizedCertificate = await localizeTemplateContent(","new_string":"  const certLocale = typeof policyOrder.requestHeaders?.locale === 'string'\n    ? policyOrder.requestHeaders.locale\n    : undefined;\n\n  const certificateTemplate = await findActiveProductTemplate(\n    { productId: policyOrder.productId, productName: policyOrder.productName },\n    'insurance_certificate',\n    organizationId,\n    certLocale,\n    policyOrder.outletId\n  );\n\n  if (!certificateTemplate) {\n    throw new StatusError(\n      404,\n      `No certificate template found for product: ${policyOrder.productName}`\n    );\n  }\n\n  const templateData = await prepareTemplateData(policyOrder, request);\n\n  // Outlet-aware branding tokens for the certificate: outlet override →\n  // organization default (#263).\n  if (organizationId) {\n    const branding = await resolveBrandingTokens(organizationId, policyOrder.outletId);\n    templateData.logoUrl = branding.logoUrl;\n    templateData.brandColor = branding.brandColor;\n    templateData.brandName = branding.brandName;\n    templateData.branding = branding;\n  }\n\n  const localizedCertificate = await localizeTemplateContent("}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api npx tsc --noEmit 2>&1 | head -20; echo \"api tsc exit=${PIPESTATUS[0]}\"","description":"Re-run API tsc after fix"}

api tsc exit=

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== check:migrations ===\"; docker compose exec -T api npm run check:migrations 2>&1 | tail -4\ncd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\necho \"=== re-run spec ===\"; npx playwright test tests/plus-insurance/10-per-outlet-templates.spec.ts --project=plus-insurance --reporter=line 2>&1 | tail -12","description":"Re-run migration check + per-outlet spec"}

=== check:migrations ===

> Sherpa [email protected] check:migrations
> tsx scripts/check-migration-tenant-rls.ts

=== re-run spec ===

    Error Context: test-results/plus-insurance-10-per-outl-a496d-duct-default-terms-template-plus-insurance/error-context.md


[2/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:84:7 › Per-outlet document templates — override & fallback (#263) › creates per-outlet overrides for A and B without duplicating the product
[3/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:101:7 › Per-outlet document templates — override & fallback (#263) › list scope separates product defaults from per-outlet overrides
[4/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:120:7 › Per-outlet document templates — override & fallback (#263) › resolves outlet override → product default at render time
[5/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:136:7 › Per-outlet document templates — override & fallback (#263) › editing the product default does not clobber outlet overrides
[6/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:155:7 › Per-outlet document templates — override & fallback (#263) › deleting an override reverts that outlet to the product default
  1 failed
    [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:51:7 › Per-outlet document templates — override & fallback (#263) › setup: one product, three outlets, one product-default terms template 
  5 did not run

{"command":"echo \"=== API health ===\"; curl -fsS -m 8 -o /dev/null -w \"%{http_code}\\n\" http://localhost:4015/v1/health 2>&1\ncd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\necho \"=== failure detail ===\"; cat \"test-results/plus-insurance-10-per-outl-a496d-duct-default-terms-template-plus-insurance/error-context.md\" 2>/dev/null | head -30\necho \"=== api container recent logs ===\"; cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && docker compose logs --tail=15 api 2>&1 | tail -18","description":"Check API health + spec failure detail + api logs"}

=== API health ===
curl: (52) Empty reply from server
000
=== failure detail ===
# Instructions

- Following Playwright test failed.
- Explain why, be concise, respect Playwright best practices.
- Provide a snippet of code with the fix, if possible.

# Test info

- Name: plus-insurance/10-per-outlet-templates.spec.ts >> Per-outlet document templates — override & fallback (#263) >> setup: one product, three outlets, one product-default terms template
- Location: tests/plus-insurance/10-per-outlet-templates.spec.ts:51:7

# Error details

```
Error: apiRequestContext.post: socket hang up
Call log:
  - → POST http://localhost:4015/v1/plus/products
    - user-agent: Playwright/1.59.1 (arm64; macOS 26.4) node/25.9
    - accept: */*
    - accept-encoding: gzip,deflate,br
    - Authorization: Client cl_faf23d26-93db-4a72-af6f-462dff015c96:cs_0a644bc5-8b9f-4ffd-b680-9ff0087f3f63
    - Content-Type: application/json
    - content-length: 650

```

# Test source

```ts
  1   | import { APIRequestContext, APIResponse } from '@playwright/test';
=== api container recent logs ===
sherpa-api-portal-263-per-outlet-documents-template  |    Mailcatcher:     http://localhost:1080
sherpa-api-portal-263-per-outlet-documents-template  | 
sherpa-api-portal-263-per-outlet-documents-template  | {"time":"2026-06-01T21:44:46.275Z","msg":"Starting inline workers..."}
sherpa-api-portal-263-per-outlet-documents-template  | {"time":"2026-06-01T21:44:46.276Z","msg":"Journey stream processor starting"}
sherpa-api-portal-263-per-outlet-documents-template  | 9:47:05 PM [tsx] change in ./src/controllers/policyOrderController.ts Restarting...
sherpa-api-portal-263-per-outlet-documents-template  | Received SIGTERM, shutting down gracefully
sherpa-api-portal-263-per-outlet-documents-template  | 9:47:10 PM [tsx] Process didn't exit in 5s. Force killing...
sherpa-api-portal-263-per-outlet-documents-template  | c{"time":"2026-06-01T21:47:14.311Z","msg":"Valkey Client Connected"}
sherpa-api-portal-263-per-outlet-documents-template  | {"time":"2026-06-01T21:47:14.314Z","host":"sherpa-valkey-persistent","port":6380,"db":0,"msg":"Persistent Valkey Client Connected"}
sherpa-api-portal-263-per-outlet-documents-template  | strict mode: use allowUnionTypes to allow union type keyword at "#/properties/parameters/items/properties/defaultValue" (strictTypes)
sherpa-api-portal-263-per-outlet-documents-template  | strict mode: use allowUnionTypes to allow union type keyword at "#/properties/parameters/items/properties/defaultValue" (strictTypes)
sherpa-api-portal-263-per-outlet-documents-template  | strict mode: use allowUnionTypes to allow union type keyword at "#/properties/parameters/items/properties/defaultValue" (strictTypes)
sherpa-api-portal-263-per-outlet-documents-template  | strict mode: use allowUnionTypes to allow union type keyword at "#/properties/parameters/items/properties/defaultValue" (strictTypes)
sherpa-api-portal-263-per-outlet-documents-template  | strict mode: use allowUnionTypes to allow union type keyword at "#/properties/moduleId" (strictTypes)
sherpa-api-portal-263-per-outlet-documents-template  | strict mode: use allowUnionTypes to allow union type keyword at "#/properties/moduleId" (strictTypes)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\nfor i in $(seq 1 30); do\n  code=$(curl -fsS -m 5 -o /dev/null -w \"%{http_code}\" http://localhost:4015/v1/health 2>/dev/null || echo 000)\n  if [ \"$code\" = \"200\" ]; then echo \"API healthy after ${i} tries\"; break; fi\n  sleep 2\ndone\ncurl -fsS -m 5 -o /dev/null -w \"final health=%{http_code}\\n\" http://localhost:4015/v1/health 2>&1","description":"Poll API health until ready"}

API healthy after 2 tries
final health=200

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\nnpx playwright test tests/plus-insurance/10-per-outlet-templates.spec.ts --project=plus-insurance --reporter=line 2>&1 | tail -10","description":"Re-run per-outlet templates spec"}

Running 6 tests using 1 worker

[1/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:51:7 › Per-outlet document templates — override & fallback (#263) › setup: one product, three outlets, one product-default terms template
[2/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:84:7 › Per-outlet document templates — override & fallback (#263) › creates per-outlet overrides for A and B without duplicating the product
[3/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:101:7 › Per-outlet document templates — override & fallback (#263) › list scope separates product defaults from per-outlet overrides
[4/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:120:7 › Per-outlet document templates — override & fallback (#263) › resolves outlet override → product default at render time
[5/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:136:7 › Per-outlet document templates — override & fallback (#263) › editing the product default does not clobber outlet overrides
[6/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:155:7 › Per-outlet document templates — override & fallback (#263) › deleting an override reverts that outlet to the product default
  6 passed (1.9s)

{"description":"Verify API fixes round 2","subagent_type":"Explore","prompt":"Round-2 verification review of sherpa-api changes for ticket #263 in /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template.\n\nRound 1 found and we FIXED these. Verify each fix is correct and complete, and look for any NEW issue the fixes introduced:\n\n1. **clone() preserves outletId** — src/models/internal/_ProductTemplate.ts `clone()` should now include `outletId: this.outletId`. Confirm.\n2. **policyOrderController certificate** — src/controllers/policyOrderController.ts around line 4369 `_renderPolicyCertificatePdfBuffer`: the findActiveProductTemplate call must pass args in the RIGHT ORDER: (lookup, 'insurance_certificate', organizationId, certLocale, policyOrder.outletId). Verify `certLocale` is computed BEFORE the call and passed as the 4th (locale) arg, and `policyOrder.outletId` is the 5th (outletId) arg — NOT outletId in the locale slot. Verify branding tokens are injected into templateData. Confirm `resolveBrandingTokens` is imported.\n\nThen do a final correctness sweep of the whole feature:\n- findActiveProductTemplate (src/models/productTemplateHelpers.ts): every caller passes outletId in the correct (5th) position, after locale. Check ALL callers across src/ with `rg \"findActiveProductTemplate\\(\"` and verify arg arity/order for each — flag any caller that put outletId in the locale slot or omitted locale.\n- templateController create/update/delete outlet-scoping still correct.\n- No tsc-affecting issues (don't run tsc, just reason about types).\n\nReport any HIGH/MEDIUM issue with file:line + fix. If all fixes are correctly applied and no new issues, say \"CLEAN\". Use rg/fd. Do NOT edit files."}

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts","limit":150}

1	import { Table, Column, Model, BelongsTo, ForeignKey, DataType } from 'sequelize-typescript';
2	import { Op } from 'sequelize';
3	import { _Product } from './_Product.js';
4	import { _ProductBundle } from './_ProductBundle.js';
5	import { _TemplateLibrary } from './_TemplateLibrary.js';
6	import { _Outlet } from './_Outlet.js';
7	
8	@Table({
9	  modelName: 'ProductTemplates',
10	  indexes: [
11	    {
12	      fields: ['productId'],
13	      name: 'idx_product_templates_product',
14	    },
15	    {
16	      fields: ['templateType'],
17	      name: 'idx_product_templates_type',
18	    },
19	    {
20	      fields: ['active'],
21	      name: 'idx_product_templates_active',
22	    },
23	    {
24	      fields: ['templateLibraryId'],
25	      name: 'idx_product_templates_library',
26	    },
27	    {
28	      fields: ['outletId'],
29	      name: 'idx_product_templates_outlet',
30	    },
31	    // name uniqueness split by override-ness: one default + one per outlet
32	    // (NULL outletId is the product default). See migration
33	    // 2026.06.01T00.00.01.add-outlet-id-to-product-templates.
34	    {
35	      unique: true,
36	      fields: ['name', 'productId', 'locale'],
37	      name: 'unique_product_template_name_per_product',
38	      where: { outletId: null },
39	    },
40	    {
41	      unique: true,
42	      fields: ['name', 'productId', 'outletId', 'locale'],
43	      name: 'unique_product_template_name_per_product_outlet',
44	      where: { outletId: { [Op.ne]: null } },
45	    },
46	    {
47	      fields: ['bundleId'],
48	      name: 'idx_product_templates_bundle',
49	    },
50	  ],
51	})
52	export class _ProductTemplate extends Model {
53	  @Column({
54	    type: DataType.INTEGER,
55	    autoIncrement: true,
56	    primaryKey: true,
57	  })
58	  declare id: number;
59	  @Column({
60	    type: DataType.STRING(255),
61	    allowNull: false,
62	    validate: {
63	      notEmpty: true,
64	      len: [1, 255],
65	    },
66	  })
67	  declare name: string;
68	
69	  @Column({
70	    type: DataType.STRING(255),
71	    allowNull: false,
72	    validate: {
73	      notEmpty: true,
74	      len: [1, 255],
75	    },
76	  })
77	  declare title: string;
78	
79	  @Column({
80	    type: DataType.TEXT,
81	    allowNull: true,
82	  })
83	  declare description?: string;
84	
85	  @Column({
86	    type: DataType.ENUM(
87	      'insurance_certificate',
88	      'welcome_email',
89	      'policy_confirmation_email',
90	      'claim_notification_email',
91	      'claim_status_change_email',
92	      'claim_message_email',
93	      'renewal_reminder_email',
94	      'cancellation_email',
95	      'terms_conditions',
96	      'privacy_policy',
97	      'policy_documents',
98	      'claims_instructions',
99	      'bundle_welcome_email',
100	      'bundle_change_email',
101	      'endorsement_email',
102	      'payment_retry_email',
103	      'payment_invite_email',
104	      'quote_email'
105	    ),
106	    allowNull: false,
107	  })
108	  declare templateType:
109	    | 'insurance_certificate'
110	    | 'welcome_email'
111	    | 'policy_confirmation_email'
112	    | 'claim_notification_email'
113	    | 'claim_status_change_email'
114	    | 'claim_message_email'
115	    | 'renewal_reminder_email'
116	    | 'cancellation_email'
117	    | 'terms_conditions'
118	    | 'privacy_policy'
119	    | 'policy_documents'
120	    | 'claims_instructions'
121	    | 'bundle_welcome_email'
122	    | 'bundle_change_email'
123	    | 'endorsement_email'
124	    | 'payment_retry_email'
125	    | 'payment_invite_email'
126	    | 'quote_email';
127	
128	  @Column({
129	    type: DataType.TEXT,
130	    allowNull: false,
131	    validate: {
132	      notEmpty: true,
133	    },
134	  })
135	  declare content: string;
136	
137	  @Column({
138	    type: DataType.STRING(50),
139	    allowNull: false,
140	    defaultValue: 'html',
141	    validate: {
142	      isIn: [['html', 'text', 'pdf']],
143	    },
144	  })
145	  declare contentType: string;
146	
147	  @Column({
148	    type: DataType.INTEGER,
149	    allowNull: false,
150	    defaultValue: 1,

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts","offset":4360,"limit":50}

4360	        as: 'customer',
4361	        required: false,
4362	      },
4363	    ],
4364	  });
4365	
4366	  if (!policyOrder) {
4367	    throw new StatusError(404, 'Policy order not found');
4368	  }
4369	
4370	  const certLocale = typeof policyOrder.requestHeaders?.locale === 'string'
4371	    ? policyOrder.requestHeaders.locale
4372	    : undefined;
4373	
4374	  const certificateTemplate = await findActiveProductTemplate(
4375	    { productId: policyOrder.productId, productName: policyOrder.productName },
4376	    'insurance_certificate',
4377	    organizationId,
4378	    certLocale,
4379	    policyOrder.outletId
4380	  );
4381	
4382	  if (!certificateTemplate) {
4383	    throw new StatusError(
4384	      404,
4385	      `No certificate template found for product: ${policyOrder.productName}`
4386	    );
4387	  }
4388	
4389	  const templateData = await prepareTemplateData(policyOrder, request);
4390	
4391	  // Outlet-aware branding tokens for the certificate: outlet override →
4392	  // organization default (#263).
4393	  if (organizationId) {
4394	    const branding = await resolveBrandingTokens(organizationId, policyOrder.outletId);
4395	    templateData.logoUrl = branding.logoUrl;
4396	    templateData.brandColor = branding.brandColor;
4397	    templateData.brandName = branding.brandName;
4398	    templateData.branding = branding;
4399	  }
4400	
4401	  const localizedCertificate = await localizeTemplateContent(
4402	    certificateTemplate.content, certLocale, organizationId, policyOrder.productId, certificateTemplate.locale,
4403	  );
4404	  const documentHtml = renderTemplate(localizedCertificate, templateData);
4405	  const pdfBuffer = await generateDocumentPdf(documentHtml);
4406	  return {
4407	    pdfBuffer,
4408	    policyNumber: policyOrder.policyNumber || policyOrder.policyId,
4409	  };

{"pattern":"findActiveProductTemplate\\(","path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src"}

Found 12 files
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyAcceptanceService.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/welcomeEmailService.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/productTemplateHelpers.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/quoteEmailService.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyMessageService.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentRetryEmailService.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentInviteEmailService.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimMessageService.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimEmailService.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/bundleWelcomeEmailService.ts
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/acceptanceEmailService.ts

{"pattern":"clone\\(\\)","path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts"}

Found 1 file
/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/productTemplateHelpers.ts","limit":100}

1	import { StatusError } from '@/error/error.js';
2	import { Product } from './Product.js';
3	import { ProductTemplate } from './ProductTemplate.js';
4	import { normalizeLocale, resolveLocaleChain } from '../services/localeService.js';
5	
6	export type ProductLookup = {
7	  productId?: number | null;
8	  productName: string;
9	};
10	
11	function buildProductWhereClause(lookup: ProductLookup, organizationId: string): Record<string, unknown> {
12	  if (lookup.productId != null) {
13	    return { id: lookup.productId, organizationId };
14	  }
15	  return { productName: lookup.productName, organizationId };
16	}
17	
18	export async function findActiveProductTemplate(
19	  lookup: ProductLookup,
20	  templateType: string,
21	  organizationId: string | undefined,
22	  locale?: string,
23	  outletId?: string | null,
24	): Promise<ProductTemplate | null> {
25	  if (!organizationId) {
26	    throw new StatusError(400, 'organizationId required');
27	  }
28	
29	  const normalized = locale ? normalizeLocale(locale) || 'en' : 'en';
30	  const chain = resolveLocaleChain(normalized);
31	
32	  const ctx = { organizationId };
33	  const productWhereClause = buildProductWhereClause(lookup, organizationId);
34	
35	  const findForScope = (loc: string, scopeOutletId: string | null) =>
36	    ProductTemplate.findOne(ctx, {
37	      where: { templateType, active: true, locale: loc, outletId: scopeOutletId },
38	      include: [{
39	        model: Product.raw,
40	        where: productWhereClause,
41	        required: true,
42	      }],
43	      order: [['version', 'DESC']],
44	    });
45	
46	  // Resolution is most-specific-wins within each locale: a per-outlet override
47	  // beats the product default for the same locale, and a missing override
48	  // silently inherits the product default (#263). Locale stays the primary
49	  // axis so a customer never sees the wrong language.
50	  for (const loc of chain) {
51	    if (outletId) {
52	      const override = await findForScope(loc, outletId);
53	      if (override) return override;
54	    }
55	    const fallback = await findForScope(loc, null);
56	    if (fallback) return fallback;
57	  }
58	
59	  return null;
60	}
61	
62	export async function findAllActiveProductTemplates(
63	  lookup: ProductLookup,
64	  organizationId: string | undefined,
65	  locale?: string,
66	): Promise<ProductTemplate[]> {
67	  if (!organizationId) {
68	    throw new StatusError(400, 'organizationId required');
69	  }
70	
71	  const whereClause: Record<string, unknown> = { active: true };
72	  if (locale) whereClause.locale = normalizeLocale(locale) || locale;
73	
74	  const ctx = { organizationId };
75	  const productWhereClause = buildProductWhereClause(lookup, organizationId);
76	
77	  return ProductTemplate.findAll(ctx, {
78	    where: whereClause,
79	    include: [{
80	      model: Product.raw,
81	      where: productWhereClause,
82	      required: true,
83	    }],
84	    order: [['templateType', 'ASC'], ['version', 'DESC']],
85	  });
86	}
87	
88	export async function findActiveBundleTemplate(
89	  bundleId: number,
90	  templateType: string,
91	  organizationId: string | undefined,
92	  locale?: string,
93	): Promise<ProductTemplate | null> {
94	  if (!organizationId) {
95	    throw new StatusError(400, 'organizationId required');
96	  }
97	
98	  const normalized = locale ? normalizeLocale(locale) || 'en' : 'en';
99	  const chain = resolveLocaleChain(normalized);
100	  const ctx = { organizationId };

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts","offset":200,"limit":150}

200	  // (outlet override → product default) lives in findActiveProductTemplate.
201	  @ForeignKey(() => _Outlet)
202	  @Column({
203	    type: DataType.UUID,
204	    allowNull: true,
205	  })
206	  declare outletId: string | null;
207	
208	
209	  @BelongsTo(() => _Product)
210	  declare product?: _Product;
211	
212	  @BelongsTo(() => _ProductBundle)
213	  declare bundle?: _ProductBundle;
214	
215	  @BelongsTo(() => _Outlet)
216	  declare outlet?: _Outlet;
217	
218	  @BelongsTo(() => _TemplateLibrary, {
219	    foreignKey: 'templateLibraryId',
220	    as: 'libraryTemplate',
221	  })
222	  declare libraryTemplate?: _TemplateLibrary;
223	
224	  // Helper methods
225	  getTemplateTypeLabel(): string {
226	    const labels = {
227	      insurance_certificate: 'Insurance Certificate',
228	      welcome_email: 'Welcome Email',
229	      policy_confirmation_email: 'Policy Confirmation Email',
230	      claim_notification_email: 'Claim Notification Email',
231	      claim_status_change_email: 'Claim Status Change Email',
232	      claim_message_email: 'Claim Message Email',
233	      renewal_reminder_email: 'Renewal Reminder Email',
234	      cancellation_email: 'Cancellation Email',
235	      terms_conditions: 'Terms & Conditions',
236	      privacy_policy: 'Privacy Policy',
237	      policy_documents: 'Policy Documents',
238	      claims_instructions: 'Claims Instructions',
239	      bundle_welcome_email: 'Bundle Welcome Email',
240	      bundle_change_email: 'Bundle Change Email',
241	      endorsement_email: 'Endorsement Email',
242	      payment_retry_email: 'Payment Retry Email',
243	      payment_invite_email: 'Payment Invite Email',
244	      quote_email: 'Quote Email',
245	    };
246	    return labels[this.templateType] || this.templateType;
247	  }
248	
249	  isActive(): boolean {
250	    return this.active;
251	  }
252	
253	  isBasedOnLibraryTemplate(): boolean {
254	    return !!this.templateLibraryId;
255	  }
256	
257	  clone(): Partial<_ProductTemplate> {
258	    return {
259	      name: `${this.name}_copy`,
260	      title: `${this.title} (Copy)`,
261	      description: this.description,
262	      templateType: this.templateType,
263	      content: this.content,
264	      contentType: this.contentType,
265	      version: 1,
266	      active: this.active,
267	      productId: this.productId,
268	      templateLibraryId: this.templateLibraryId,
269	      locale: this.locale,
270	      outletId: this.outletId,
271	    };
272	  }
273	
274	  updateFromLibraryTemplate(libraryTemplate: _TemplateLibrary): void {
275	    this.content = libraryTemplate.content;
276	    this.contentType = libraryTemplate.contentType;
277	    this.version = this.version + 1;
278	  }
279	}
280	

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -A 10 \"findActiveProductTemplate\\(\" src/ --no-heading"}

src/services/claimEmailService.ts:    const emailTemplate = await findActiveProductTemplate(
src/services/claimEmailService.ts-      { productId: product.id, productName: data.productName },
src/services/claimEmailService.ts-      'claim_notification_email',
src/services/claimEmailService.ts-      data.organizationId,
src/services/claimEmailService.ts-      policyLocale
src/services/claimEmailService.ts-    );
src/services/claimEmailService.ts-
src/services/claimEmailService.ts-    let fromAddress: string | undefined;
src/services/claimEmailService.ts-    if (product?.insurer?.email) {
src/services/claimEmailService.ts-      fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
src/services/claimEmailService.ts-    }
--
src/services/policyMessageService.ts:        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)
src/services/policyMessageService.ts-        : null;
src/services/policyMessageService.ts-
src/services/policyMessageService.ts-      let fromAddress: string | undefined;
src/services/policyMessageService.ts-      if (product?.insurer?.email) {
src/services/policyMessageService.ts-        fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
src/services/policyMessageService.ts-      }
src/services/policyMessageService.ts-
src/services/policyMessageService.ts-      // Pick the email locale: when the message body was translated we use the
src/services/policyMessageService.ts-      // target language so the whole email — body and chrome — reads in that
src/services/policyMessageService.ts-      // language. Otherwise we fall back to the customer's resolved channel
--
src/services/bundleWelcomeEmailService.ts:      const docTemplate = await findActiveProductTemplate({ productId: policy.productId, productName: policy.productName }, 'insurance_certificate', organizationId, docLocale);
src/services/bundleWelcomeEmailService.ts-      if (!docTemplate) continue;
src/services/bundleWelcomeEmailService.ts-      try {
src/services/bundleWelcomeEmailService.ts-        const policyTemplateData = await prepareTemplateData(policy, request);
src/services/bundleWelcomeEmailService.ts-        const localizedDoc = await localizeTemplateContent(
src/services/bundleWelcomeEmailService.ts-          docTemplate.content, docLocale, organizationId, policy.productId, docTemplate.locale,
src/services/bundleWelcomeEmailService.ts-        );
src/services/bundleWelcomeEmailService.ts-        const docHtml = renderTemplate(localizedDoc, policyTemplateData);
src/services/bundleWelcomeEmailService.ts-        const pdf = await generateDocumentPdf(docHtml);
src/services/bundleWelcomeEmailService.ts-        attachments.push({
src/services/bundleWelcomeEmailService.ts-          filename: `document-${policy.policyNumber || policy.policyId}.pdf`,
--
src/services/quoteEmailService.ts:  const template = await findActiveProductTemplate(
src/services/quoteEmailService.ts-    { productId, productName: quote.productName },
src/services/quoteEmailService.ts-    'quote_email',
src/services/quoteEmailService.ts-    organizationId,
src/services/quoteEmailService.ts-    resolvedLocale,
src/services/quoteEmailService.ts-  );
src/services/quoteEmailService.ts-  if (!template) {
src/services/quoteEmailService.ts-    throw new StatusError(
src/services/quoteEmailService.ts-      404,
src/services/quoteEmailService.ts-      `No active quote_email template found for product: ${quote.productName}`,
src/services/quoteEmailService.ts-    );
--
src/services/policyAcceptanceService.ts:        const template = await findActiveProductTemplate(
src/services/policyAcceptanceService.ts-          { productId: order.productId, productName: order.productName },
src/services/policyAcceptanceService.ts-          item.termsTemplateType,
src/services/policyAcceptanceService.ts-          organizationId,
src/services/policyAcceptanceService.ts-          locale,
src/services/policyAcceptanceService.ts-          order.outletId,
src/services/policyAcceptanceService.ts-        );
src/services/policyAcceptanceService.ts-        if (template) templateId = String(template.id);
src/services/policyAcceptanceService.ts-      }
src/services/policyAcceptanceService.ts-      const param =
src/services/policyAcceptanceService.ts-        (templateId
--
src/services/claimMessageService.ts:          ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_message_email', organizationId)
src/services/claimMessageService.ts-          : null;
src/services/claimMessageService.ts-
src/services/claimMessageService.ts-        let fromAddress: string | undefined;
src/services/claimMessageService.ts-        if (product?.insurer?.email) {
src/services/claimMessageService.ts-          fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
src/services/claimMessageService.ts-        }
src/services/claimMessageService.ts-
src/services/claimMessageService.ts-        const resolvedChannel = await resolveLanguageForClaim(claimRecordId, organizationId);
src/services/claimMessageService.ts-        // When the message body was translated outbound we use the target
src/services/claimMessageService.ts-        // language so the whole email reads in that language. Otherwise we use
--
src/services/claimMessageService.ts:    ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_status_change_email', organizationId)
src/services/claimMessageService.ts-    : null;
src/services/claimMessageService.ts-
src/services/claimMessageService.ts-  let fromAddress: string | undefined;
src/services/claimMessageService.ts-  if (product?.insurer?.email) {
src/services/claimMessageService.ts-    fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
src/services/claimMessageService.ts-  }
src/services/claimMessageService.ts-
src/services/claimMessageService.ts-  let html: string;
src/services/claimMessageService.ts-  let text: string;
src/services/claimMessageService.ts-  if (emailTemplate && product) {
--
src/services/acceptanceEmailService.ts:  const template = await findActiveProductTemplate(
src/services/acceptanceEmailService.ts-    { productId, productName: policyOrder.productName },
src/services/acceptanceEmailService.ts-    'quote_email',
src/services/acceptanceEmailService.ts-    organizationId,
src/services/acceptanceEmailService.ts-    resolvedLocale,
src/services/acceptanceEmailService.ts-  );
src/services/acceptanceEmailService.ts-  if (!template) {
src/services/acceptanceEmailService.ts-    request.log.warn({ policyId: policyOrder.policyId }, 'No quote_email template — skipping acceptance email');
src/services/acceptanceEmailService.ts-    return false;
src/services/acceptanceEmailService.ts-  }
src/services/acceptanceEmailService.ts-
--
src/services/paymentInviteEmailService.ts:    (await findActiveProductTemplate(
src/services/paymentInviteEmailService.ts-      { productId, productName: policyOrder.productName },
src/services/paymentInviteEmailService.ts-      'payment_invite_email',
src/services/paymentInviteEmailService.ts-      organizationId,
src/services/paymentInviteEmailService.ts-      locale,
src/services/paymentInviteEmailService.ts-    )) ||
src/services/paymentInviteEmailService.ts:    (await findActiveProductTemplate(
src/services/paymentInviteEmailService.ts-      { productId, productName: policyOrder.productName },
src/services/paymentInviteEmailService.ts-      'quote_email',
src/services/paymentInviteEmailService.ts-      organizationId,
src/services/paymentInviteEmailService.ts-      locale,
src/services/paymentInviteEmailService.ts-    ));
src/services/paymentInviteEmailService.ts-  if (!template) {
src/services/paymentInviteEmailService.ts-    request.log.warn(
src/services/paymentInviteEmailService.ts-      { policyId: policyOrder.policyId },
src/services/paymentInviteEmailService.ts-      'No paym

{"description":"Verify portal/embed fixes round 2","subagent_type":"Explore","prompt":"Round-2 verification review of sherpa-portal + sherpa-embed changes for ticket #263.\n\nsherpa-portal: /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template\nsherpa-embed: /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template\n\nRound 1 found and we FIXED these. Verify each is correct and complete, and look for NEW issues:\n\n1. **locale added to type** — app/types/template.ts `ProductTemplate` should now have `locale?: string`. And app/components/products/templates/OutletTemplateOverrides.tsx `overrideFor` should compare `o.locale === def.locale` (no `as {locale?}` casts). Confirm the casts are gone and the comparison is sound (both undefined → matches, which is fine for single-locale products).\n2. **busyType cleared on success** — OutletTemplateOverrides.tsx `handleCustomize` should call `setBusyType(null)` before/after router.push (not only in catch). Confirm.\n3. **active filter on overrides fetch** — the override fetch in `load()` should include `active: true`. Confirm.\n4. **branding copy** — the branding header `<p>` should no longer pass `{{logoUrl}}`/`{{brandColor}}` as interpolation values (the confusing placeholder). Confirm it's now a plain string.\n\nThen a final correctness sweep:\n- OutletTemplateOverrides full re-read: create/reset flows correct, state reloads after reset, no stale state, hooks deps correct, table keys present, dialog wiring correct.\n- TemplatesTab: scope selector + conditional render correct, outlets fetched only for products, bundle path unchanged.\n- AcceptancePage.tsx (embed): branding logo + accent color rendering, null-safety, alt text.\n- Any obviously missing t() i18n wrapping on new user-facing strings.\n\nReport any HIGH/MEDIUM with file:line + fix. If fixes are correctly applied and no new issues, say \"CLEAN\". Use rg/fd. Do NOT edit files."}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && find . -type f -name \"*.ts\" -o -name \"*.tsx\" | head -20"}

./app/customers/[id]/page.tsx
./app/customers/page.tsx
./app/settings/page.tsx
./app/types/policyStatus.ts
./app/types/claimRule.ts
./app/types/dateConstraints.ts
./app/types/cancellationTerm.ts
./app/types/navigation.ts
./app/types/insurer.ts
./app/types/suspensionTerm.ts
./app/types/product.ts
./app/types/contracts.ts
./app/types/template.ts
./app/types/permissions.ts
./app/types/parameters.ts
./app/types/pricing.ts
./app/types/widgetToken.ts
./app/types/claim.ts
./app/types/admin.ts
./app/types/displayConditions.ts

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimEmailService.ts","offset":1,"limit":100}

1	import { sendEmail } from './emailService.js';
2	import { renderTemplate, extractPlainTextFromHtml } from './templateService.js';
3	import { getPortalUrl } from '../../lib.js';
4	import { Customer } from '@/models/Customer.js';
5	import { Insurer } from '@/models/Insurer.js';
6	import { Organization } from '@/models/Organization.js';
7	import { Product } from '@/models/Product.js';
8	import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
9	import { localizeTemplateContent } from './templateI18nService.js';
10	import { PolicyOrder } from '@/models/PolicyOrder.js';
11	import logger from '@/logger.js';
12	
13	interface ClaimEmailData {
14	  claimRecordId: string;
15	  claimNumber: string | null;
16	  claimStatus: string;
17	  form: Record<string, unknown>;
18	  productName: string;
19	  policyId: string;
20	  organizationId: string;
21	  customerId: string;
22	  createdAt: Date;
23	}
24	
25	function extractEmailFromParameters(parameters: Record<string, unknown>): string | null {
26	  try {
27	    if (parameters.personal && typeof parameters.personal === 'object') {
28	      const personal = parameters.personal as Record<string, unknown>;
29	      if (personal.email && typeof personal.email === 'string') {
30	        return personal.email;
31	      }
32	      if (personal.address && typeof personal.address === 'object') {
33	        const address = personal.address as Record<string, unknown>;
34	        if (address.email && typeof address.email === 'string') {
35	          return address.email;
36	        }
37	      }
38	    }
39	    if (parameters.email && typeof parameters.email === 'string') {
40	      return parameters.email;
41	    }
42	    return null;
43	  } catch {
44	    return null;
45	  }
46	}
47	
48	export async function sendClaimNotificationEmail(data: ClaimEmailData): Promise<boolean> {
49	  try {
50	    const customer = await Customer.findByPk({ organizationId: data.organizationId }, data.customerId);
51	    if (!customer) {
52	      logger.error({ customerId: data.customerId }, 'Customer not found for claim email');
53	      return false;
54	    }
55	
56	    const policyOrder = await PolicyOrder.findOne({ organizationId: data.organizationId }, { where: { policyId: data.policyId, customerId: data.customerId } });
57	    if (!policyOrder) {
58	      logger.error({ policyId: data.policyId, customerId: data.customerId }, 'Policy order not found for claim email (customer/policy mismatch)');
59	      return false;
60	    }
61	
62	    // Try to get the email from multiple sources
63	    const recipientEmail =
64	      customer.email ||
65	      extractEmailFromParameters(policyOrder.parameters as Record<string, unknown>);
66	
67	    if (!recipientEmail) {
68	      logger.error({ customerId: data.customerId, policyId: data.policyId }, 'No email address found for claim email');
69	      return false;
70	    }
71	
72	    const product = await Product.findOne({ organizationId: data.organizationId }, {
73	      where: { productName: data.productName, organizationId: data.organizationId },
74	      include: [{ model: Insurer, as: 'insurer', attributes: ['name', 'email'] }],
75	    });
76	
77	    if (!product?.sendEmails) {
78	      logger.info({ productName: data.productName }, 'Product does not have sendEmails enabled, skipping claim email');
79	      return false;
80	    }
81	
82	    // Extract canonical locale from stored request headers for locale-aware template lookup
83	    const policyLocale = typeof policyOrder.requestHeaders?.locale === 'string'
84	      ? policyOrder.requestHeaders.locale
85	      : undefined;
86	
87	    // Look up the claim_notification_email template
88	    const emailTemplate = await findActiveProductTemplate(
89	      { productId: product.id, productName: data.productName },
90	      'claim_notification_email',
91	      data.organizationId,
92	      policyLocale
93	    );
94	
95	    let fromAddress: string | undefined;
96	    if (product?.insurer?.email) {
97	      fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
98	    }
99	
100	    const organization = await Organization.findByPk(data.organizationId);

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyMessageService.ts","offset":1,"limit":80}

1	import { Op } from 'sequelize';
2	import logger from '@/logger.js';
3	import valkeyClient from '@/valkeyClient.js';
4	import { PolicyMessage, PolicyMessageSenderType } from '@/models/PolicyMessage.js';
5	import { PolicyAttachment } from '@/models/PolicyAttachment.js';
6	import { CustomerNotification } from '@/models/CustomerNotification.js';
7	import { PolicyOrder } from '@/models/PolicyOrder.js';
8	import { Customer } from '@/models/Customer.js';
9	import { User } from '@/models/User.js';
10	import { sendEmail } from './emailService.js';
11	import { renderTemplate, extractPlainTextFromHtml } from './templateService.js';
12	import { getPortalUrl } from '../../lib.js';
13	import { StatusError } from '@/error/error.js';
14	import { getDownloadUrlByPath } from '@/domains/data/service.js';
15	import { Insurer } from '@/models/Insurer.js';
16	import { Product } from '@/models/Product.js';
17	import { Organization } from '@/models/Organization.js';
18	import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
19	import { localizeTemplateContent } from './templateI18nService.js';
20	import { publishOrgNotification } from './orgNotificationService.js';
21	import { resolveLanguageForPolicy } from './customerLanguageService.js';
22	import { translateMessage } from './llmTranslateService.js';
23	
24	export interface PolicyAttachmentInput {
25	  blobPath: string;
26	  filename: string;
27	  contentType: string;
28	}
29	
30	export interface PolicyMessageOutput {
31	  id: string;
32	  policyId: string;
33	  senderType: PolicyMessageSenderType;
34	  senderId: string;
35	  senderName: string;
36	  body: string;
37	  bodyOriginal: string | null;
38	  originalLanguage: string | null;
39	  translatedLanguage: string | null;
40	  translationModel: string | null;
41	  translatedAt: Date | null;
42	  readAt: Date | null;
43	  createdAt: Date;
44	  attachments: Array<{
45	    id: string;
46	    filename: string;
47	    contentType: string;
48	    blobPath: string;
49	  }>;
50	}
51	
52	export interface SendPolicyMessageOptions {
53	  // Locale the CRM operator authored the body in. Required when the operator
54	  // composes in a non-default language so we know what to translate FROM.
55	  composeLanguage: string | null;
56	  // Target locale to translate INTO before sending. Null = send untranslated.
57	  // When set and different from composeLanguage we translate via the LLM and
58	  // store both the original and translated bodies so the agent can review what
59	  // went out.
60	  translateTo: string | null;
61	}
62	
63	export interface PolicyNotificationOutput {
64	  id: string;
65	  type: 'policy_message';
66	  claimRecordId: null;
67	  claimMessageId: null;
68	  policyId: string;
69	  policyMessageId: string | null;
70	  title: string;
71	  body: string;
72	  readAt: Date | null;
73	  createdAt: Date;
74	}
75	
76	function wrapEmailHtml(content: string): string {
77	  return `<!DOCTYPE html>
78	<html>
79	<head><meta charset="utf-8"><meta name="viewport" content="width=device-width, initial-scale=1.0"></head>
80	<body style="margin:0;padding:0;background-color:#F7F8F9;font-family:Arial,sans-serif;">

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 2 -A 6 \"findActiveProductTemplate\\(\" src/services/claimEmailService.ts | head -50"}

    // Look up the claim_notification_email template
    const emailTemplate = await findActiveProductTemplate(
      { productId: product.id, productName: data.productName },
      'claim_notification_email',
      data.organizationId,
      policyLocale
    );

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/types/template.ts"}

1	export interface TemplateType {
2	  value: string;
3	  label: string;
4	  description: string;
5	}
6	
7	export interface ProductTemplate {
8	  id: number;
9	  name: string;
10	  title: string;
11	  description?: string;
12	  templateType: string;
13	  content: string;
14	  contentType: string;
15	  version: number;
16	  active: boolean;
17	  productId: number;
18	  templateLibraryId?: number;
19	  organizationId: string;
20	  locale?: string;
21	  // null = product default; an outlet UUID = a per-outlet override (#263).
22	  outletId?: string | null;
23	  createdAt: string;
24	  updatedAt: string;
25	}
26	
27	export interface CreateTemplateRequest {
28	  name: string;
29	  title: string;
30	  description?: string;
31	  templateType: string;
32	  content: string;
33	  contentType?: string;
34	  active?: boolean;
35	  templateLibraryId?: number;
36	  // Set to create a per-outlet override of the product default (#263).
37	  outletId?: string | null;
38	}
39	
40	export interface TemplateValidation {
41	  valid: boolean;
42	  errors?: string[];
43	  variables: string[];
44	}
45	
46	export interface TemplateRenderResult {
47	  rendered: string;
48	  format: string;
49	  templateId: number;
50	  templateName: string;
51	  renderedAt: string;
52	}
53	
54	export interface RenderRequest {
55	  context?: Record<string, unknown>;
56	  format?: "html" | "pdf";
57	}
58	
59	export interface TemplateVariable {
60	  category: string;
61	  vars: string[];
62	}
63	
64	export interface LibraryTemplate {
65	  id: number;
66	  name: string;
67	  title: string;
68	  description?: string;
69	  templateType: string;
70	  content: string;
71	  contentType: string;
72	  version: number;
73	  active: boolean;
74	  isDefault: boolean;
75	  organizationId: string;
76	  createdAt: string;
77	  updatedAt: string;
78	}
79	
80	export interface TemplateCreationStep {
81	  id: number;
82	  title: string;
83	  description: string;
84	  completed: boolean;
85	}
86	

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx"}

1	"use client";
2	
3	import React, { useState, useEffect, useCallback } from "react";
4	import { useRouter } from "next/navigation";
5	
6	import { Edit, Plus, RotateCcw, Layers } from "lucide-react";
7	
8	import { showErrorToast, showSuccessToast } from "../../Toast";
9	import { Button } from "../../ui/button";
10	import {
11	  Dialog,
12	  DialogContent,
13	  DialogDescription,
14	  DialogFooter,
15	  DialogHeader,
16	  DialogTitle,
17	} from "../../ui/dialog";
18	
19	import {
20	  fetchProductTemplates,
21	  createProductTemplate,
22	  deleteProductTemplate,
23	} from "@/app/services/templateService";
24	import { ProductTemplate, TemplateType } from "@/app/types/template";
25	import { Outlet } from "@/app/types/outlet";
26	import { useTranslation } from "@gangkharai/lmt/client";
27	
28	interface OutletTemplateOverridesProps {
29	  productId: number;
30	  outlet: Outlet;
31	  templateTypes: TemplateType[];
32	}
33	
34	// Per-outlet override manager for a single product (#263). For every active
35	// product-default template it shows whether the selected outlet inherits the
36	// default or overrides it, and lets the user customize (clone the default into
37	// an outlet override) or reset (delete the override → re-inherit the default).
38	const OutletTemplateOverrides: React.FC<OutletTemplateOverridesProps> = ({
39	  productId,
40	  outlet,
41	  templateTypes,
42	}) => {
43	  const t = useTranslation();
44	  const router = useRouter();
45	
46	  const [defaults, setDefaults] = useState<ProductTemplate[]>([]);
47	  const [overrides, setOverrides] = useState<ProductTemplate[]>([]);
48	  const [loading, setLoading] = useState(true);
49	  const [busyType, setBusyType] = useState<string | null>(null);
50	  const [resetTarget, setResetTarget] = useState<ProductTemplate | null>(null);
51	  const [isResetting, setIsResetting] = useState(false);
52	
53	  const load = useCallback(async () => {
54	    try {
55	      setLoading(true);
56	      const [defaultRes, overrideRes] = await Promise.all([
57	        fetchProductTemplates(productId, { page: 1, limit: 100, active: true }),
58	        fetchProductTemplates(productId, { page: 1, limit: 100, active: true, outletId: outlet.id }),
59	      ]);
60	      setDefaults(defaultRes.templates);
61	      setOverrides(overrideRes.templates);
62	    } catch (error) {
63	      console.error("Error loading outlet template overrides:", error);
64	      showErrorToast(t("Failed to load templates"));
65	    } finally {
66	      setLoading(false);
67	    }
68	  }, [productId, outlet.id, t]);
69	
70	  useEffect(() => {
71	    load();
72	  }, [load]);
73	
74	  const getTypeLabel = (typeValue: string): string =>
75	    templateTypes.find((type) => type.value === typeValue)?.label || typeValue;
76	
77	  // The override for a given default (matched on type + locale so localized
78	  // defaults each get their own override row).
79	  const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>
80	    overrides.find(
81	      (o) => o.templateType === def.templateType && o.active && o.locale === def.locale,
82	    );
83	
84	  const handleCustomize = async (def: ProductTemplate) => {
85	    try {
86	      setBusyType(def.templateType);
87	      const created = await createProductTemplate(productId, {
88	        name: def.name,
89	        title: def.title,
90	        description: def.description,
91	        templateType: def.templateType,
92	        content: def.content,
93	        contentType: def.contentType,
94	        active: true,
95	        outletId: outlet.id,
96	      });
97	      showSuccessToast(t("Override created for {outlet}", { outlet: outlet.name }));
98	      setBusyType(null);
99	      router.push(`/products/${productId}/templates/${created.id}`);
100	    } catch (error) {
101	      console.error("Error creating outlet override:", error);
102	      showErrorToast(t("Failed to create override"));
103	      setBusyType(null);
104	    }
105	  };
106	
107	  const handleConfirmReset = async () => {
108	    if (!resetTarget) return;
109	    try {
110	      setIsResetting(true);
111	      await deleteProductTemplate(productId, resetTarget.id);
112	      showSuccessToast(t("Reset to product default"));
113	      setResetTarget(null);
114	      await load();
115	    } catch (error) {
116	      console.error("Error resetting outlet override:", error);
117	      showErrorToast(t("Failed to reset override"));
118	    } finally {
119	      setIsResetting(false);
120	    }
121	  };
122	
123	  const logoUrl = outlet.brandingMetadata?.logoUrl;
124	  const color = outlet.brandingMetadata?.color;
125	
126	  if (loading) {
127	    return (
128	      <div className="flex items-center justify-center py-12">
129	        <div className="text-center">
130	          <div className="mb-4 h-8 w-8 animate-spin rounded-full border-4 border-blue-600 border-t-transparent"></div>
131	          <p className="text-gray-600">{t("Loading templates...")}</p>
132	        </div>
133	      </div>
134	    );
135	  }
136	
137	  return (
138	    <div className="space-y-6">
139	      {/* Outlet branding header — the look-and-feel these overrides inherit. */}
140	      <div className="flex items-center gap-4 rounded-lg border border-gray-200 bg-gray-50 p-4">
141	        {logoUrl ? (
142	          // eslint-disable-next-line @next/next/no-img-element
143	          <img
144	            src={logoUrl}
145	            alt={t("{outlet} logo", { outlet: outlet.name })}
146	            className="h-10 w-10 rounded object-contain"
147	          />
148	        ) : (
149	          <div
150	            className="flex h-10 w-10 items-center justify-center rounded text-sm font-semibold text-white"
151	            style={{ backgroundColor: color || "#6b7280" }}
152	          >
153	            {outlet.name.charAt(0).toUpperCase()}
154	          </div>
155	        )}
156	        <div className="min-w-0 flex-1">
157	          <p className="truncate font-medium text-gray-900">{outlet.name}</p>
158	          <p className="text-sm text-gray-500">
159	            {t("Documents below use this outlet's logo and accent color. Anything not overridden inherits the product default.")}
160	          </p>
161	        </div>
162	        {color && (
163	          <span
164	            className="inline-flex items-center gap-1 rounded-full border border-gray-200 bg-white px-2.5 py-1 text-xs font-medium text-gray-700"
165	          >
166	            <span className="h-3 w-3 rounded-full" style={{ backgroundColor: color }} />
167	            {color}
168	          </span>
169	        )}
170	      </div>
171	
172	      {defaults.length === 0 ? (
173	        <div className="py-12 text-center">
174	          <Layers className="mx-auto h-10 w-10 text-gray-400" />
175	          <h3 className="mt-4 text-sm font-medium text-gray-900">{t("No templates to override")}</h3>
176	          <p className="mt-1 text-sm text-gray-500">
177	            {t("Create product-default templates first, then customize them per outlet.")}
178	          </p>
179	        </div>
180	      ) : (
181	        <div className="overflow-hidden rounded-lg border border-gray-200">
182	          <table className="min-w-full divide-y divide-gray-200">
183	            <thead className="bg-gray-50">
184	              <tr>
185	                <th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-gray-500">{t("Document")}</th>
186	                <th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-gray-500">{t("Status")}</th>
187	                <th className="px-6 py-3 text-right text-xs font-medium uppercase tracking-wider text-gray-500">{t("Actions")}</th>
188	              </tr>
189	            </thead>
190	            <tbody className="divide-y divide-gray-200 bg-white">
191	              {defaults.map((def) => {
192	                const override = overrideFor(def);
193	                const isBusy = busyType === def.templateType;
194	                return

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/TemplatesTab.tsx"}

File does not exist. Note: your current working directory is /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template.

{"command":"find /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template -name \"TemplatesTab.tsx\" -type f"}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 1 -A 5 \"findActiveProductTemplate\\(\" src/services/policyMessageService.ts"}

      const emailTemplate = product
        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)
        : null;

      let fromAddress: string | undefined;
      if (product?.insurer?.email) {
        fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 1 -A 5 \"findActiveProductTemplate\\(\" src/services/bundleWelcomeEmailService.ts"}

        : undefined;
      const docTemplate = await findActiveProductTemplate({ productId: policy.productId, productName: policy.productName }, 'insurance_certificate', organizationId, docLocale);
      if (!docTemplate) continue;
      try {
        const policyTemplateData = await prepareTemplateData(policy, request);
        const localizedDoc = await localizeTemplateContent(
          docTemplate.content, docLocale, organizationId, policy.productId, docTemplate.locale,

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 1 -A 5 \"findActiveProductTemplate\\(\" src/services/quoteEmailService.ts"}

/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx

  const template = await findActiveProductTemplate(
    { productId, productName: quote.productName },
    'quote_email',
    organizationId,
    resolvedLocale,
  );

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 1 -A 5 \"findActiveProductTemplate\\(\" src/services/policyAcceptanceService.ts"}

      if (!templateId && item.termsTemplateType) {
        const template = await findActiveProductTemplate(
          { productId: order.productId, productName: order.productName },
          item.termsTemplateType,
          organizationId,
          locale,
          order.outletId,

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 1 -A 5 \"findActiveProductTemplate\\(\" src/services/claimMessageService.ts | head -60"}

        const emailTemplate = product
          ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_message_email', organizationId)
          : null;

        let fromAddress: string | undefined;
        if (product?.insurer?.email) {
          fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
--
  const emailTemplate = product
    ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_status_change_email', organizationId)
    : null;

  let fromAddress: string | undefined;
  if (product?.insurer?.email) {
    fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 1 -A 5 \"findActiveProductTemplate\\(\" src/services/acceptanceEmailService.ts"}

  const productId = policyOrder.productId ?? product?.id ?? null;
  const template = await findActiveProductTemplate(
    { productId, productName: policyOrder.productName },
    'quote_email',
    organizationId,
    resolvedLocale,
  );

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx"}

1	"use client";
2	
3	import React, { useState, useEffect, useCallback } from "react";
4	
5	import { Plus } from "lucide-react";
6	
7	import TemplateCreationWizard from "./TemplateCreationWizard";
8	import TemplatesList from "./TemplatesList";
9	import OutletTemplateOverrides from "./OutletTemplateOverrides";
10	import { showErrorToast } from "../../Toast";
11	import { Button } from "../../ui/button";
12	
13	import {
14	  fetchProductTemplates,
15	  fetchBundleTemplates,
16	  fetchTemplateTypes,
17	  deleteProductTemplate,
18	  deleteBundleTemplate,
19	  createProductTemplate,
20	  createBundleTemplate,
21	  updateProductTemplate,
22	  updateBundleTemplate,
23	} from "@/app/services/templateService";
24	import api from "@/app/src/utils/api";
25	import { ProductData } from "@/app/types/product";
26	import { ProductTemplate, TemplateType } from "@/app/types/template";
27	import { Outlet } from "@/app/types/outlet";
28	import { useTranslation } from "@gangkharai/lmt/client";
29	
30	interface TemplatesTabProps {
31	  product?: ProductData;
32	  bundleId?: number;
33	  bundleTitle?: string;
34	}
35	
36	const TemplatesTab: React.FC<TemplatesTabProps> = ({ product, bundleId, bundleTitle }) => {
37	  const t = useTranslation();
38	  const [templates, setTemplates] = useState<ProductTemplate[]>([]);
39	  const [templateTypes, setTemplateTypes] = useState<TemplateType[]>([]);
40	  const [loading, setLoading] = useState(true);
41	  const [selectedType, setSelectedType] = useState<string>("");
42	  const [isCreating, setIsCreating] = useState(false);
43	  const [currentPage, setCurrentPage] = useState(1);
44	  const [totalPages, setTotalPages] = useState(1);
45	  const [totalCount, setTotalCount] = useState(0);
46	  // Per-outlet override scope (#263): "" = product default; otherwise an outlet id.
47	  const [outlets, setOutlets] = useState<Outlet[]>([]);
48	  const [scopeOutletId, setScopeOutletId] = useState<string>("");
49	
50	  const isBundle = !!bundleId;
51	  const entityId = isBundle ? bundleId : product!.id;
52	  const entityTitle = isBundle ? (bundleTitle || "") : product!.productTitle;
53	
54	  const fetchTemplatesFn = isBundle ? fetchBundleTemplates : fetchProductTemplates;
55	  const deleteTemplateFn = isBundle ? deleteBundleTemplate : deleteProductTemplate;
56	  const createTemplateFn = isBundle ? createBundleTemplate : createProductTemplate;
57	  const updateTemplateFn = isBundle ? updateBundleTemplate : updateProductTemplate;
58	  const getEditUrl = isBundle
59	    ? (templateId: number) => `/bundles/${bundleId}/templates/${templateId}`
60	    : (templateId: number) => `/products/${product!.id}/templates/${templateId}`;
61	
62	  const loadTemplateTypes = async () => {
63	    try {
64	      const types = await fetchTemplateTypes();
65	      setTemplateTypes(types);
66	    } catch (error) {
67	      console.error("Error loading template types:", error);
68	      showErrorToast(t("Failed to load template types"));
69	    }
70	  };
71	
72	  const loadTemplates = useCallback(async () => {
73	    try {
74	      setLoading(true);
75	      const options = {
76	        page: currentPage,
77	        limit: 10,
78	        ...(selectedType && { templateType: selectedType }),
79	      };
80	
81	      const result = await fetchTemplatesFn(entityId, options);
82	      setTemplates(result.templates);
83	      setTotalPages(result.totalPages);
84	      setTotalCount(result.totalCount);
85	    } catch (error) {
86	      console.error("Error loading templates:", error);
87	      showErrorToast(t("Failed to load templates"));
88	    } finally {
89	      setLoading(false);
90	    }
91	  }, [entityId, currentPage, selectedType, fetchTemplatesFn]);
92	
93	  // Load the org's active outlets so a product's templates can be overridden
94	  // per outlet (#263). Bundles have no outlet override layer.
95	  useEffect(() => {
96	    if (isBundle) return;
97	    let cancelled = false;
98	    (async () => {
99	      try {
100	        const res = await api.get<{ data: Outlet[] }>("/outlets");
101	        if (!cancelled) {
102	          setOutlets((res.data.data || []).filter((o) => o.status === "active"));
103	        }
104	      } catch (error) {
105	        console.error("Error loading outlets:", error);
106	      }
107	    })();
108	    return () => {
109	      cancelled = true;
110	    };
111	  }, [isBundle]);
112	
113	  // Load initial data
114	  useEffect(() => {
115	    loadTemplateTypes();
116	    loadTemplates();
117	  }, [loadTemplates]);
118	
119	  // Reload templates when filter changes
120	  useEffect(() => {
121	    loadTemplates();
122	  }, [loadTemplates]);
123	
124	  const handleCreateNew = () => {
125	    setIsCreating(true);
126	  };
127	
128	  const handleDelete = async (_templateId: number) => {
129	    // This will be handled by the TemplatesList component
130	    await loadTemplates();
131	  };
132	
133	  const handleSave = async (_template: ProductTemplate) => {
134	    setIsCreating(false);
135	    await loadTemplates();
136	  };
137	
138	  const handleCancel = () => {
139	    setIsCreating(false);
140	  };
141	
142	  const handleTypeFilter = (type: string) => {
143	    setSelectedType(type);
144	    setCurrentPage(1); // Reset to first page when filter changes
145	  };
146	
147	  const handlePageChange = (page: number) => {
148	    setCurrentPage(page);
149	  };
150	
151	  if (isCreating) {
152	    // For creating new templates, use the wizard
153	    return (
154	      <TemplateCreationWizard
155	        productId={entityId}
156	        template={null}
157	        templateTypes={templateTypes}
158	        onSave={handleSave}
159	        onCancel={handleCancel}
160	        createTemplateFn={createTemplateFn}
161	        updateTemplateFn={updateTemplateFn}
162	      />
163	    );
164	  }
165	
166	  const selectedOutlet = outlets.find((o) => o.id === scopeOutletId) || null;
167	
168	  return (
169	    <div className="space-y-6">
170	      {/* Header */}
171	      <div className="flex items-center justify-between border-b border-gray-200 pb-6">
172	        <div>
173	          <h2 className="text-2xl font-bold text-gray-900">{t("Templates")}</h2>
174	          <p className="text-sm text-gray-600">
175	            {t("Manage email, document, and notification templates for {productTitle}", { productTitle: entityTitle })}
176	          </p>
177	        </div>
178	        <div className="flex items-center gap-3">
179	          {!isBundle && outlets.length > 0 && (
180	            <div className="flex items-center gap-2">
181	              <label htmlFor="template-scope" className="text-sm font-medium text-gray-600">
182	                {t("Scope")}
183	              </label>
184	              <select
185	                id="template-scope"
186	                value={scopeOutletId}
187	                onChange={(e) => setScopeOutletId(e.target.value)}
188	                className="rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 focus:border-blue-500 focus:outline-none"
189	              >
190	                <option value="">{t("Product default")}</option>
191	                {outlets.map((o) => (
192	                  <option key={o.id} value={o.id}>
193	                    {o.name}
194	                  </option>
195	                ))}
196	              </select>
197	            </div>
198	          )}
199	          {!scopeOutletId && (
200	            <Button onClick={handleCreateNew}>
201	              <Plus className="mr-2 h-4 w-4" />
202	              {t("Create Template")}
203	            </Button>
204	          )}
205	        </div>
206	      </div>
207	
208	      {scopeOutletId && selectedOutlet ? (
209	        // Per-outlet override manager (#263)
210	        <OutletTemplateOverrides
211	          productId={entityId}
212	          outlet={selectedOutlet}
213	          templateTypes={templateTypes}
214	        />
215	      ) : (
216	        <TemplatesList
217	          templates={templates}
218	          templateTypes={temp

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 1 -A 5 \"findActiveProductTemplate\\(\" src/services/paymentInviteEmailService.ts"}

{"command":"find /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template -name \"AcceptancePage.tsx\" -type f"}

  const template =
    (await findActiveProductTemplate(
      { productId, productName: policyOrder.productName },
      'payment_invite_email',
      organizationId,
      locale,
    )) ||
    (await findActiveProductTemplate(
      { productId, productName: policyOrder.productName },
      'quote_email',
      organizationId,
      locale,
    ));

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 1 -A 5 \"findActiveProductTemplate\\(\" src/services/paymentRetryEmailService.ts"}

    if (!emailTemplate) {
      emailTemplate = await findActiveProductTemplate({ productId: first.productId, productName: first.productName }, 'payment_retry_email', first.organizationId, policyLocale);
    }

    if (!emailTemplate) {
      logger.warn({ policyOrderIds }, 'No payment_retry_email template found');
      return false;

/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -B 1 -A 5 \"findActiveProductTemplate\\(\" src/services/welcomeEmailService.ts"}

    const emailTemplate = await findActiveProductTemplate(
      productLookup,
      templateType,
      organizationId,
      policyLocale,
      policy.outletId
--

    const documentTemplate = await findActiveProductTemplate(
      productLookup,
      'insurance_certificate',
      organizationId,
      policyLocale,
      policy.outletId

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx"}

1	import React, { useState } from 'react';
2	import type { AcceptanceView, AcceptanceItem } from '../types/config';
3	import { apiClient } from '../utils/apiClient';
4	import { navigatePaymentResult } from '../utils/paymentNavigation';
5	import { buildThankYouUrl, buildAcceptanceEditUrl } from '../utils/urlBuilder';
6	import { useTranslation, useTranslateDynamic } from '../lib/translations';
7	import OrderSummary from './OrderSummary';
8	import TermsAndConditionsDisplay from './TermsAndConditionsDisplay';
9	import { formatCurrency, getCurrencyOptionsFromPlan } from '../utils/currency';
10	import './AcceptancePage.css';
11	
12	interface AcceptancePageProps {
13	  acceptanceData: AcceptanceView;
14	  token: string;
15	  onError: (message: string) => void;
16	}
17	
18	interface ReadonlyField {
19	  key: string;
20	  label: string | null;
21	  value: string;
22	  emphasize?: boolean;
23	}
24	
25	export default function AcceptancePage({ acceptanceData, token, onError }: AcceptancePageProps) {
26	  const t = useTranslation();
27	  const tDynamic = useTranslateDynamic();
28	  const [acceptedTerms, setAcceptedTerms] = useState<Set<number>>(new Set());
29	  const [submitting, setSubmitting] = useState(false);
30	
31	  const { acceptance, pricingData, terms, productName, quoteId, paymentFrequency, branding } = acceptanceData;
32	  const termsByItemId = new Map(terms.map((term) => [term.itemId, term]));
33	  const requiredTermIds = terms.filter((term) => term.required).map((term) => term.itemId);
34	  const allRequiredAccepted = requiredTermIds.every((id) => acceptedTerms.has(id));
35	  const canSubmit = !submitting && allRequiredAccepted;
36	
37	  const setTermAccepted = (itemId: number, accepted: boolean) => {
38	    setAcceptedTerms((prev) => {
39	      const next = new Set(prev);
40	      if (accepted) next.add(itemId);
41	      else next.delete(itemId);
42	      return next;
43	    });
44	  };
45	
46	  const handleAccept = async () => {
47	    if (!canSubmit) return;
48	    setSubmitting(true);
49	    try {
50	      const result = await apiClient.acceptPolicy(acceptanceData.policyId, {
51	        acceptedTermsItemIds: Array.from(acceptedTerms),
52	      });
53	
54	      if (result.paymentFlowMode === 'iframe' && result.payment?.embedCheckoutSessionId) {
55	        navigatePaymentResult({
56	          url: `${window.location.origin}/checkout/${result.payment.embedCheckoutSessionId}`,
57	          paymentFlowMode: 'iframe',
58	        });
59	      } else if (result.paymentFlowMode === 'redirect' && result.payment?.url) {
60	        navigatePaymentResult({ url: result.payment.url, paymentFlowMode: 'redirect' });
61	      } else {
62	        window.location.href = buildThankYouUrl(token, productName, result.policyId);
63	      }
64	    } catch (err) {
65	      setSubmitting(false);
66	      onError(err instanceof Error ? err.message : String(err));
67	    }
68	  };
69	
70	  const handleEdit = () => {
71	    window.location.href = buildAcceptanceEditUrl(token, productName, quoteId, paymentFrequency ?? undefined);
72	  };
73	
74	  // Reuse the exact policy-form terms component so the customer sees the same
75	  // T&C content, display mode (inline / dialog / external link) and label(s).
76	  const renderTerms = (item: AcceptanceItem) => {
77	    const term = termsByItemId.get(item.id);
78	    if (!term) return null;
79	    return (
80	      <div key={item.id} className='acceptance-terms'>
81	        <TermsAndConditionsDisplay
82	          quoteId={quoteId}
83	          templateId={term.templateId}
84	          paramTermsConfig={term.termsConfig}
85	          checked={acceptedTerms.has(item.id)}
86	          onChange={(checked) => setTermAccepted(item.id, checked)}
87	          onBlur={() => {}}
88	          label={term.label ? tDynamic(term.label) : t('I accept these terms')}
89	          required={term.required}
90	          disabled={submitting}
91	          hasError={false}
92	          fieldName={`acceptance-terms-${item.id}`}
93	        />
94	      </div>
95	    );
96	  };
97	
98	  const currencyOptions = getCurrencyOptionsFromPlan(pricingData);
99	
100	  // Render a category's items. Consecutive read-only rows (parameters, the
101	  // plan name, coverages) are grouped into one bordered list matching the
102	  // default form's look; the price summary and terms render standalone.
103	  const renderCategoryItems = (items: AcceptanceItem[]) => {
104	    const nodes: React.ReactNode[] = [];
105	    let fieldBuffer: ReadonlyField[] = [];
106	
107	    const flushFields = () => {
108	      if (fieldBuffer.length === 0) return;
109	      const buffered = fieldBuffer;
110	      fieldBuffer = [];
111	      nodes.push(
112	        <div key={`fields-${buffered[0].key}`} className='acceptance-fields'>
113	          {buffered.map((field) => (
114	            <div
115	              key={field.key}
116	              className={`acceptance-field${field.emphasize ? ' emphasize' : ''}`}
117	            >
118	              <span className='acceptance-field-label'>{field.label}</span>
119	              <span className='acceptance-field-value'>{field.value || '—'}</span>
120	            </div>
121	          ))}
122	        </div>
123	      );
124	    };
125	
126	    for (const item of items) {
127	      if (item.itemType === 'parameter') {
128	        fieldBuffer.push({
129	          key: `p${item.id}`,
130	          label: item.label ? tDynamic(item.label) : '',
131	          value: item.value ?? '',
132	          emphasize: item.displayOptions?.emphasize,
133	        });
134	        continue;
135	      }
136	      if (item.itemType === 'plan' && pricingData) {
137	        fieldBuffer.push({
138	          key: `plan${item.id}`,
139	          label: item.label ? tDynamic(item.label) : t('Plan'),
140	          value: pricingData.planTitle
141	            ? tDynamic(pricingData.planTitle)
142	            : pricingData.plan,
143	        });
144	        continue;
145	      }
146	      if (item.itemType === 'coverage' && pricingData?.selectedCoverages?.length) {
147	        for (const coverage of pricingData.selectedCoverages) {
148	          fieldBuffer.push({
149	            key: `cov${item.id}-${coverage.title}`,
150	            label: tDynamic(coverage.title),
151	            value: coverage.included
152	              ? t('Included')
153	              : coverage.price != null
154	                ? formatCurrency(coverage.price, currencyOptions)
155	                : '',
156	          });
157	        }
158	        continue;
159	      }
160	      // 'price' is not rendered inline — the full OrderSummary floats in the
161	      // sticky right column (see below), matching the policy form.
162	      if (item.itemType === 'price') continue;
163	      flushFields();
164	      if (item.itemType === 'static_text') {
165	        nodes.push(
166	          <div key={item.id} dangerouslySetInnerHTML={{ __html: item.html || '' }} />
167	        );
168	      } else if (item.itemType === 'terms') {
169	        nodes.push(renderTerms(item));
170	      }
171	    }
172	    flushFields();
173	    return nodes;
174	  };
175	
176	  const hasPriceItem = acceptance.pages.some((page) =>
177	    page.categories.some((category) =>
178	      category.items.some((item) => item.itemType === 'price')
179	    )
180	  );
181	
182	  // Per-outlet branding (#263): tint the screen with the outlet's accent color
183	  // and show its logo, so two outlets on one product render distinct identities.
184	  const brandStyle = branding?.brandColor
185	    ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)
186	    : undefined;
187	
188	  return (
189	    <div className='acceptance-page' style={brandStyle}>
190	      <div className='acceptance-layout'>
191	      <article className='acceptance-main'>
192	        <header>
193	          {branding?.logoUrl && (
194	            <img
195	              className='acceptance-brand-logo'
196	              src={branding.logoUrl}
197	              

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -r \"logoUrl\\|brandColor\" app/components/products/templates/ --include=\"*.tsx\" | head -20"}

app/components/products/templates/OutletTemplateOverrides.tsx:  const logoUrl = outlet.brandingMetadata?.logoUrl;
app/components/products/templates/OutletTemplateOverrides.tsx:        {logoUrl ? (
app/components/products/templates/OutletTemplateOverrides.tsx:            src={logoUrl}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && head -50 src/controllers/policyOrderController.ts | grep -E \"import|resolveBrandingTokens\""}

import crypto from 'crypto';
import jwt from 'jsonwebtoken';
import { FastifyRequest, FastifyReply } from 'fastify';
import { Op } from 'sequelize';
import { generatePdfDownloadToken, PDF_DOWNLOAD_TOKEN_TTL_SECONDS } from '@/utils/tokenUtils.js';
import { getOrganizationBackendUrl } from '@/utils/organizationUtils.js';
import { calculatePriceforQuote } from '@/controllers/pricingController.js';
import { resolveOutletForSale } from '@/controllers/outletController.js';
import { sequelize } from '@/models/db.js';
import { tenantQuery } from '@/models/lib/db-query.js';
import { getPolicyVisibilityConfig } from '@/utils/policyMessagesVisibility.js';
import { getBusinessDate, resolveOrgTimezone } from '@/utils/dateUtils.js';
import { StatusError } from '@/error/error.js';
import logger from '@/logger.js';
import { Client } from '@/models/Client.js';
import { Country } from '@/models/Country.js';
import { DriverFactory } from '@/integrations/driver-factory.js';
import { Insurer } from '@/models/Insurer.js';
import { InsuranceType } from '@/models/InsuranceType.js';
import { Module } from '@/models/Module.js';
import { ModuleEndpoint } from '@/models/ModuleEndpoint.js';
import { Partner } from '@/models/Partner.js';
import { Policy } from '@/models/Policy.js';
import {
import { ClaimRecord, ClaimStatus } from '@/models/ClaimRecord.js';
import { OrganizationPolicyStatus, PolicyStatusLifecycleCategory } from '@/models/OrganizationPolicyStatus.js';
import {
import {
import { PolicyOrderError } from '@/models/PolicyOrderError.js';
import { PolicyParameter } from '@/models/PolicyParameter.js';

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -r \"logoUrl\\|brandColor\\|{{\" app/components/products/templates/ --include=\"*.tsx\" | grep -i \"render\\|template\\|html\" | head -20"}

app/components/products/templates/OutletTemplateOverrides.tsx:  const logoUrl = outlet.brandingMetadata?.logoUrl;
app/components/products/templates/OutletTemplateOverrides.tsx:        {logoUrl ? (
app/components/products/templates/OutletTemplateOverrides.tsx:            src={logoUrl}
app/components/products/templates/OutletTemplateOverrides.tsx:            style={{ backgroundColor: color || "#6b7280" }}
app/components/products/templates/OutletTemplateOverrides.tsx:            <span className="h-3 w-3 rounded-full" style={{ backgroundColor: color }} />
app/components/products/templates/PlaceholdersDropdown.tsx:    onInsert(`{{${tag.key}}}`);
app/components/products/templates/PlaceholdersDropdown.tsx:                      <span className="text-[11px] font-mono text-gray-500">{`{{${tag.key}}}`}</span>
app/components/products/templates/ProductTemplateEditor.tsx:            style={{ width: previewWidth, maxWidth: "100%" }}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -n \"resolveBrandingTokens\" src/controllers/policyOrderController.ts | head -10"}

61:import { resolveBrandingTokens } from '@/services/outletBrandingService.js';
4394:    const branding = await resolveBrandingTokens(organizationId, policyOrder.outletId);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -n \"import.*resolveBrandingTokens\" src/controllers/policyOrderController.ts"}

61:import { resolveBrandingTokens } from '@/services/outletBrandingService.js';

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -n \"Documents below\\|logo and accent\\|inherit\" app/components/products/templates/OutletTemplateOverrides.tsx"}

35:// product-default template it shows whether the selected outlet inherits the
37:// an outlet override) or reset (delete the override → re-inherit the default).
139:      {/* Outlet branding header — the look-and-feel these overrides inherit. */}
159:            {t("Documents below use this outlet's logo and accent color. Anything not overridden inherits the product default.")}
206:                        <span className="inline-flex items-center rounded-full bg-gray-100 px-2.5 py-0.5 text-xs font-medium text-gray-600" data-override-state="inherited">
259:              {t("Remove the {outlet} override for this document? It will go back to inheriting the product default. This does not change the product default itself.", { outlet: outlet.name })}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -n \"outletId\" src/controllers/templateController.ts | head -30"}

43:  // Override scope: omit (or '') for product defaults (outletId IS NULL);
45:  outletId?: string;
84:  outletId?: string | null;
114:  outletId: string | null = null,
122:      outletId,
402:  const { page, limit, templateType, active, locale, outletId } = request.query;
437:    // Default scope is the product default (outletId IS NULL); pass ?outletId
439:    outletId: outletId ? outletId : null,
529:  const outletId = request.body.outletId || null;
573:  if (outletId) {
575:      where: { id: outletId, organizationId },
588:      outletId
602:            outletId,
619:      outletId,
680:        template.outletId
692:        if (template.outletId === null) {
699:              outletId: null,
718:              outletId: template.outletId,
784:  // protects product defaults (outletId IS NULL) (#263).
785:  if (template.active && template.outletId === null) {
792:        outletId: null,

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -n \"useEffect\\|useCallback\" app/components/products/templates/OutletTemplateOverrides.tsx"}

3:import React, { useState, useEffect, useCallback } from "react";
53:  const load = useCallback(async () => {
70:  useEffect(() => {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && rg -n \"findActiveProductTemplate\\(\" src/ | sort"}

src/controllers/policyOrderController.ts:4374:  const certificateTemplate = await findActiveProductTemplate(
src/models/productTemplateHelpers.ts:18:export async function findActiveProductTemplate(
src/services/acceptanceEmailService.ts:70:  const template = await findActiveProductTemplate(
src/services/bundleWelcomeEmailService.ts:104:      const docTemplate = await findActiveProductTemplate({ productId: policy.productId, productName: policy.productName }, 'insurance_certificate', organizationId, docLocale);
src/services/claimEmailService.ts:88:    const emailTemplate = await findActiveProductTemplate(
src/services/claimMessageService.ts:251:          ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_message_email', organizationId)
src/services/claimMessageService.ts:551:    ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_status_change_email', organizationId)
src/services/paymentInviteEmailService.ts:84:    (await findActiveProductTemplate(
src/services/paymentInviteEmailService.ts:90:    (await findActiveProductTemplate(
src/services/paymentRetryEmailService.ts:62:      emailTemplate = await findActiveProductTemplate({ productId: first.productId, productName: first.productName }, 'payment_retry_email', first.organizationId, policyLocale);
src/services/policyAcceptanceService.ts:194:        const template = await findActiveProductTemplate(
src/services/policyMessageService.ts:252:        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)
src/services/quoteEmailService.ts:73:  const template = await findActiveProductTemplate(
src/services/welcomeEmailService.ts:608:    const emailTemplate = await findActiveProductTemplate(
src/services/welcomeEmailService.ts:621:    const documentTemplate = await findActiveProductTemplate(

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -n \"map.*key=\\|data-\" app/components/products/templates/OutletTemplateOverrides.tsx"}

195:                  <tr key={def.id} data-template-type={def.templateType}>
202:                        <span className="inline-flex items-center rounded-full bg-blue-100 px-2.5 py-0.5 text-xs font-medium text-blue-800" data-override-state="overridden">
206:                        <span className="inline-flex items-center rounded-full bg-gray-100 px-2.5 py-0.5 text-xs font-medium text-gray-600" data-override-state="inherited">

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimEmailService.ts","offset":88,"limit":6}

88	    const emailTemplate = await findActiveProductTemplate(
89	      { productId: product.id, productName: data.productName },
90	      'claim_notification_email',
91	      data.organizationId,
92	      policyLocale
93	    );

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -A 5 \"fetchProductTemplates\\|fetchBundleTemplates\" app/components/products/templates/TemplatesTab.tsx | head -30"}

  fetchProductTemplates,
  fetchBundleTemplates,
  fetchTemplateTypes,
  deleteProductTemplate,
  deleteBundleTemplate,
  createProductTemplate,
  createBundleTemplate,
--
  const fetchTemplatesFn = isBundle ? fetchBundleTemplates : fetchProductTemplates;
  const deleteTemplateFn = isBundle ? deleteBundleTemplate : deleteProductTemplate;
  const createTemplateFn = isBundle ? createBundleTemplate : createProductTemplate;
  const updateTemplateFn = isBundle ? updateBundleTemplate : updateProductTemplate;
  const getEditUrl = isBundle
    ? (templateId: number) => `/bundles/${bundleId}/templates/${templateId}`

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyMessageService.ts","offset":250,"limit":3}

250	        : null;
251	      const emailTemplate = product
252	        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimMessageService.ts","offset":249,"limit":3}

249	        });
250	        const emailTemplate = product
251	          ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_message_email', organizationId)

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimMessageService.ts","offset":549,"limit":3}

549	  });
550	  const emailTemplate = product
551	    ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_status_change_email', organizationId)

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentRetryEmailService.ts","offset":60,"limit":3}

60	
61	    if (!emailTemplate) {
62	      emailTemplate = await findActiveProductTemplate({ productId: first.productId, productName: first.productName }, 'payment_retry_email', first.organizationId, policyLocale);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '72,91p' app/components/products/templates/TemplatesTab.tsx"}

  const loadTemplates = useCallback(async () => {
    try {
      setLoading(true);
      const options = {
        page: currentPage,
        limit: 10,
        ...(selectedType && { templateType: selectedType }),
      };

      const result = await fetchTemplatesFn(entityId, options);
      setTemplates(result.templates);
      setTotalPages(result.totalPages);
      setTotalCount(result.totalCount);
    } catch (error) {
      console.error("Error loading templates:", error);
      showErrorToast(t("Failed to load templates"));
    } finally {
      setLoading(false);
    }
  }, [entityId, currentPage, selectedType, fetchTemplatesFn]);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && grep -n \"branding\\|logoUrl\\|brandColor\\|brandName\" src/components/AcceptancePage.tsx"}

31:  const { acceptance, pricingData, terms, productName, quoteId, paymentFrequency, branding } = acceptanceData;
182:  // Per-outlet branding (#263): tint the screen with the outlet's accent color
184:  const brandStyle = branding?.brandColor
185:    ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)
193:          {branding?.logoUrl && (
196:              src={branding.logoUrl}
197:              alt={branding.brandName || productName}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -n \"Customize\\|override\\|Reset\\|Inherits\\|Overridden\\|Document\" app/components/products/templates/OutletTemplateOverrides.tsx | grep -v \"^[0-9]*:\\s*\\/\\/\" | grep -v \"^[0-9]*:\\s*/\\*\""}

47:  const [overrides, setOverrides] = useState<ProductTemplate[]>([]);
50:  const [resetTarget, setResetTarget] = useState<ProductTemplate | null>(null);
51:  const [isResetting, setIsResetting] = useState(false);
56:      const [defaultRes, overrideRes] = await Promise.all([
61:      setOverrides(overrideRes.templates);
63:      console.error("Error loading outlet template overrides:", error);
79:  const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>
80:    overrides.find(
84:  const handleCustomize = async (def: ProductTemplate) => {
101:      console.error("Error creating outlet override:", error);
102:      showErrorToast(t("Failed to create override"));
107:  const handleConfirmReset = async () => {
110:      setIsResetting(true);
112:      showSuccessToast(t("Reset to product default"));
113:      setResetTarget(null);
116:      console.error("Error resetting outlet override:", error);
117:      showErrorToast(t("Failed to reset override"));
119:      setIsResetting(false);
139:      {/* Outlet branding header — the look-and-feel these overrides inherit. */}
159:            {t("Documents below use this outlet's logo and accent color. Anything not overridden inherits the product default.")}
175:          <h3 className="mt-4 text-sm font-medium text-gray-900">{t("No templates to override")}</h3>
185:                <th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-gray-500">{t("Document")}</th>
192:                const override = overrideFor(def);
198:                      <div className="text-sm text-gray-500">{override ? override.title : def.title}</div>
201:                      {override ? (
202:                        <span className="inline-flex items-center rounded-full bg-blue-100 px-2.5 py-0.5 text-xs font-medium text-blue-800" data-override-state="overridden">
203:                          {t("Overridden")}
206:                        <span className="inline-flex items-center rounded-full bg-gray-100 px-2.5 py-0.5 text-xs font-medium text-gray-600" data-override-state="inherited">
207:                          {t("Inherits product default")}
213:                        {override ? (
218:                              onClick={() => router.push(`/products/${productId}/templates/${override.id}`)}
221:                              {t("Edit override")}
227:                              onClick={() => setResetTarget(override)}
230:                              {t("Reset to default")}
238:                            onClick={() => handleCustomize(def)}
241:                            {isBusy ? t("Creating...") : t("Customize for this outlet")}
254:      <Dialog open={!!resetTarget} onOpenChange={(open) => !open && setResetTarget(null)}>
257:            <DialogTitle>{t("Reset to product default")}</DialogTitle>
259:              {t("Remove the {outlet} override for this document? It will go back to inheriting the product default. This does not change the product default itself.", { outlet: outlet.name })}
263:            <Button variant="outline" onClick={() => setResetTarget(null)} disabled={isResetting}>
266:            <Button variant="red" onClick={handleConfirmReset} disabled={isResetting}>
267:              {isResetting ? t("Resetting...") : t("Reset to default")}

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/productTemplateHelpers.ts","offset":18,"limit":8}

18	export async function findActiveProductTemplate(
19	  lookup: ProductLookup,
20	  templateType: string,
21	  organizationId: string | undefined,
22	  locale?: string,
23	  outletId?: string | null,
24	): Promise<ProductTemplate | null> {
25	  if (!organizationId) {

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '156,162p' app/components/products/templates/OutletTemplateOverrides.tsx"}

        <div className="min-w-0 flex-1">
          <p className="truncate font-medium text-gray-900">{outlet.name}</p>
          <p className="text-sm text-gray-500">
            {t("Documents below use this outlet's logo and accent color. Anything not overridden inherits the product default.")}
          </p>
        </div>
        {color && (

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimEmailService.ts","offset":[48,100]}

<tool_use_error>InputValidationError: Read failed due to the following issue:
The parameter `offset` type is expected as `number` but provided as `array`</tool_use_error>

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentRetryEmailService.ts","offset":[1,100]}

<tool_use_error>InputValidationError: Read failed due to the following issue:
The parameter `offset` type is expected as `number` but provided as `array`</tool_use_error>

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '107,121p' app/components/products/templates/OutletTemplateOverrides.tsx"}

  const handleConfirmReset = async () => {
    if (!resetTarget) return;
    try {
      setIsResetting(true);
      await deleteProductTemplate(productId, resetTarget.id);
      showSuccessToast(t("Reset to product default"));
      setResetTarget(null);
      await load();
    } catch (error) {
      console.error("Error resetting outlet override:", error);
      showErrorToast(t("Failed to reset override"));
    } finally {
      setIsResetting(false);
    }
  };

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimEmailService.ts","offset":48,"limit":60}

48	export async function sendClaimNotificationEmail(data: ClaimEmailData): Promise<boolean> {
49	  try {
50	    const customer = await Customer.findByPk({ organizationId: data.organizationId }, data.customerId);
51	    if (!customer) {
52	      logger.error({ customerId: data.customerId }, 'Customer not found for claim email');
53	      return false;
54	    }
55	
56	    const policyOrder = await PolicyOrder.findOne({ organizationId: data.organizationId }, { where: { policyId: data.policyId, customerId: data.customerId } });
57	    if (!policyOrder) {
58	      logger.error({ policyId: data.policyId, customerId: data.customerId }, 'Policy order not found for claim email (customer/policy mismatch)');
59	      return false;
60	    }
61	
62	    // Try to get the email from multiple sources
63	    const recipientEmail =
64	      customer.email ||
65	      extractEmailFromParameters(policyOrder.parameters as Record<string, unknown>);
66	
67	    if (!recipientEmail) {
68	      logger.error({ customerId: data.customerId, policyId: data.policyId }, 'No email address found for claim email');
69	      return false;
70	    }
71	
72	    const product = await Product.findOne({ organizationId: data.organizationId }, {
73	      where: { productName: data.productName, organizationId: data.organizationId },
74	      include: [{ model: Insurer, as: 'insurer', attributes: ['name', 'email'] }],
75	    });
76	
77	    if (!product?.sendEmails) {
78	      logger.info({ productName: data.productName }, 'Product does not have sendEmails enabled, skipping claim email');
79	      return false;
80	    }
81	
82	    // Extract canonical locale from stored request headers for locale-aware template lookup
83	    const policyLocale = typeof policyOrder.requestHeaders?.locale === 'string'
84	      ? policyOrder.requestHeaders.locale
85	      : undefined;
86	
87	    // Look up the claim_notification_email template
88	    const emailTemplate = await findActiveProductTemplate(
89	      { productId: product.id, productName: data.productName },
90	      'claim_notification_email',
91	      data.organizationId,
92	      policyLocale
93	    );
94	
95	    let fromAddress: string | undefined;
96	    if (product?.insurer?.email) {
97	      fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
98	    }
99	
100	    const organization = await Organization.findByPk(data.organizationId);
101	    const portalUrl = organization?.portalUrl || getPortalUrl();
102	    const claimUrl = `${portalUrl}/customer-portal/claims/${data.claimRecordId}`;
103	
104	    const claimDisplayNumber = data.claimNumber || data.claimRecordId.slice(0, 8).toUpperCase();
105	
106	    if (emailTemplate) {
107	      // Use the template from the database

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '84,105p' app/components/products/templates/OutletTemplateOverrides.tsx"}

  const handleCustomize = async (def: ProductTemplate) => {
    try {
      setBusyType(def.templateType);
      const created = await createProductTemplate(productId, {
        name: def.name,
        title: def.title,
        description: def.description,
        templateType: def.templateType,
        content: def.content,
        contentType: def.contentType,
        active: true,
        outletId: outlet.id,
      });
      showSuccessToast(t("Override created for {outlet}", { outlet: outlet.name }));
      setBusyType(null);
      router.push(`/products/${productId}/templates/${created.id}`);
    } catch (error) {
      console.error("Error creating outlet override:", error);
      showErrorToast(t("Failed to create override"));
      setBusyType(null);
    }
  };

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentRetryEmailService.ts","offset":1,"limit":80}

1	import { QueryTypes } from 'sequelize';
2	
3	import { sendEmail } from './emailService.js';
4	import { renderTemplate, extractPlainTextFromHtml } from './templateService.js';
5	import { findActiveProductTemplate, findActiveBundleTemplate } from '@/models/productTemplateHelpers.js';
6	import { localizeTemplateContent } from './templateI18nService.js';
7	import { BundleSubscription } from '@/models/BundleSubscription.js';
8	import { systemSequelize } from '@/models/db.js';
9	import { Insurer } from '@/models/Insurer.js';
10	import { Product } from '@/models/Product.js';
11	import { PolicyOrder } from '@/models/PolicyOrder.js';
12	import logger from '@/logger.js';
13	import { formatCurrencyDisplay } from '@/utils/currencyHelper.js';
14	
15	export async function sendPaymentRetryEmail(
16	  policyOrderIds: number[],
17	  paymentUrl: string,
18	): Promise<boolean> {
19	  try {
20	    // Two-step: find first order to get org context, then scoped query.
21	    // SAFE-SYSTEM: background job has no org context; only used to resolve
22	    // organizationId for the scoped findAll below.
23	    const orgRows = await systemSequelize.query<{ organizationId: string }>(
24	      `SELECT "organizationId" FROM "PolicyOrders" WHERE "id" = :id LIMIT 1`,
25	      {
26	        replacements: { id: policyOrderIds[0] },
27	        type: QueryTypes.SELECT,
28	      },
29	    );
30	    const firstOrgRow = orgRows[0];
31	    if (!firstOrgRow) return false;
32	    const organizationId = firstOrgRow.organizationId;
33	
34	    const policyOrders = await PolicyOrder.findAll({ organizationId }, { where: { id: policyOrderIds } });
35	    if (policyOrders.length === 0) return false;
36	
37	    const first = policyOrders[0];
38	    const recipientEmail = extractEmail(first.parameters);
39	    if (!recipientEmail) {
40	      logger.warn({ policyOrderIds }, 'No email in policy parameters for payment retry email');
41	      return false;
42	    }
43	
44	    // Extract canonical locale from stored request headers
45	    const policyLocale = typeof first.requestHeaders?.locale === 'string'
46	      ? first.requestHeaders.locale
47	      : undefined;
48	
49	    // Try bundle template first, then product template
50	    let emailTemplate = null;
51	    let bundleName: string | undefined;
52	
53	    if (first.bundleSubscriptionId) {
54	      const subscription = await BundleSubscription.findByPk({ organizationId }, first.bundleSubscriptionId);
55	      if (subscription) {
56	        bundleName = subscription.bundleName;
57	        emailTemplate = await findActiveBundleTemplate(subscription.bundleId, 'payment_retry_email', first.organizationId, policyLocale);
58	      }
59	    }
60	
61	    if (!emailTemplate) {
62	      emailTemplate = await findActiveProductTemplate({ productId: first.productId, productName: first.productName }, 'payment_retry_email', first.organizationId, policyLocale);
63	    }
64	
65	    if (!emailTemplate) {
66	      logger.warn({ policyOrderIds }, 'No payment_retry_email template found');
67	      return false;
68	    }
69	
70	    const productNames = policyOrders.map((o) => {
71	      const productTitle = (o.product as Record<string, unknown>)?.productTitle as string | undefined;
72	      return productTitle || o.productName;
73	    });
74	
75	    const totalAmount = policyOrders.reduce((sum, o) => sum + Number(o.premiumWithTax || 0), 0);
76	    const currency = first.currency || '';
77	
78	    const templateData: Record<string, unknown> = {
79	      paymentUrl,
80	      productNames: productNames.join(', '),

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '166,232p' app/components/products/templates/TemplatesTab.tsx"}

  const selectedOutlet = outlets.find((o) => o.id === scopeOutletId) || null;

  return (
    <div className="space-y-6">
      {/* Header */}
      <div className="flex items-center justify-between border-b border-gray-200 pb-6">
        <div>
          <h2 className="text-2xl font-bold text-gray-900">{t("Templates")}</h2>
          <p className="text-sm text-gray-600">
            {t("Manage email, document, and notification templates for {productTitle}", { productTitle: entityTitle })}
          </p>
        </div>
        <div className="flex items-center gap-3">
          {!isBundle && outlets.length > 0 && (
            <div className="flex items-center gap-2">
              <label htmlFor="template-scope" className="text-sm font-medium text-gray-600">
                {t("Scope")}
              </label>
              <select
                id="template-scope"
                value={scopeOutletId}
                onChange={(e) => setScopeOutletId(e.target.value)}
                className="rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 focus:border-blue-500 focus:outline-none"
              >
                <option value="">{t("Product default")}</option>
                {outlets.map((o) => (
                  <option key={o.id} value={o.id}>
                    {o.name}
                  </option>
                ))}
              </select>
            </div>
          )}
          {!scopeOutletId && (
            <Button onClick={handleCreateNew}>
              <Plus className="mr-2 h-4 w-4" />
              {t("Create Template")}
            </Button>
          )}
        </div>
      </div>

      {scopeOutletId && selectedOutlet ? (
        // Per-outlet override manager (#263)
        <OutletTemplateOverrides
          productId={entityId}
          outlet={selectedOutlet}
          templateTypes={templateTypes}
        />
      ) : (
        <TemplatesList
          templates={templates}
          templateTypes={templateTypes}
          loading={loading}
          selectedType={selectedType}
          onTypeFilter={handleTypeFilter}
          onDelete={handleDelete}
          productId={entityId}
          currentPage={currentPage}
          totalPages={totalPages}
          totalCount={totalCount}
          onPageChange={handlePageChange}
          deleteTemplateFn={deleteTemplateFn}
          getEditUrl={getEditUrl}
        />
      )}
    </div>

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && grep -B 30 \"findActiveProductTemplate\" src/services/quoteEmailService.ts | grep -E \"policyOrder|Policy|outlet\" | head -20"}

(Bash completed with no output)

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/quoteEmailService.ts","offset":[1,85]}

<tool_use_error>InputValidationError: Read failed due to the following issue:
The parameter `offset` type is expected as `number` but provided as `array`</tool_use_error>

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && sed -n '182,198p' src/components/AcceptancePage.tsx"}

  // Per-outlet branding (#263): tint the screen with the outlet's accent color
  // and show its logo, so two outlets on one product render distinct identities.
  const brandStyle = branding?.brandColor
    ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)
    : undefined;

  return (
    <div className='acceptance-page' style={brandStyle}>
      <div className='acceptance-layout'>
      <article className='acceptance-main'>
        <header>
          {branding?.logoUrl && (
            <img
              className='acceptance-brand-logo'
              src={branding.logoUrl}
              alt={branding.brandName || productName}
            />

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/quoteEmailService.ts","offset":1,"limit":85}

1	import { FastifyRequest } from 'fastify';
2	import { sendEmail } from './emailService.js';
3	import { renderTemplate, extractPlainTextFromHtml } from './templateService.js';
4	import { localizeTemplateContent } from './templateI18nService.js';
5	import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
6	import { findWidgetTokensByClient } from './widgetTokenService.js';
7	import { QuoteSession } from '@/models/QuoteSession.js';
8	import { Product } from '@/models/Product.js';
9	import { Client } from '@/models/Client.js';
10	import { Organization } from '@/models/Organization.js';
11	import { StatusError } from '@/error/error.js';
12	import { getEmbedUrl } from '../../lib.js';
13	
14	export interface SendQuoteEmailParams {
15	  quoteId: string;
16	  organizationId: string;
17	  email: string;
18	  customerName?: string;
19	  locale?: string;
20	  protocol?: string;
21	}
22	
23	/**
24	 * Email a customer a web link to review and accept their quote (dealer-driven
25	 * distribution). Loads the QuoteSession, builds the sherpa-embed quote link,
26	 * renders the product's `quote_email` template, and sends it (mailcatcher in
27	 * dev). The customer opens the link, accepts, and the policy is issued.
28	 */
29	export async function sendQuoteEmail(
30	  params: SendQuoteEmailParams,
31	  request: FastifyRequest,
32	): Promise<{ sent: boolean; quoteUrl: string }> {
33	  const { quoteId, organizationId, email, customerName, locale, protocol } = params;
34	
35	  const quote = await QuoteSession.findOne({ organizationId }, { where: { quoteId } });
36	  if (!quote) {
37	    throw new StatusError(404, `Quote with ID ${quoteId} not found`);
38	  }
39	
40	  const product = await Product.findOne(
41	    { organizationId },
42	    {
43	      where: { productName: quote.productName },
44	      attributes: ['id', 'productName', 'productTitle'],
45	    },
46	  );
47	
48	  const headerLocale =
49	    typeof quote.requestHeaders?.locale === 'string' ? quote.requestHeaders.locale : undefined;
50	  const resolvedLocale = locale || headerLocale || 'en';
51	
52	  // The embed authenticates with the client's widget token (sent as
53	  // X-Widget-Token). Resolve an active one for the quote's client and carry it
54	  // on the link, else the embed shows "Widget token is required".
55	  let widgetToken = '';
56	  if (quote.clientId != null) {
57	    const client = await Client.findOne({ organizationId }, { where: { id: quote.clientId } });
58	    if (client) {
59	      const tokens = await findWidgetTokensByClient(request, client.clientId);
60	      const active = tokens.find((t) => !t.revoked && (!t.expiresAt || new Date() < t.expiresAt));
61	      if (active) widgetToken = active.jti;
62	    }
63	  }
64	
65	  // Web quote link → sherpa-embed quote-results view (?quoteId=...&token=...).
66	  const embedBase = getEmbedUrl(protocol).replace(/\/+$/, '');
67	  const qs = new URLSearchParams({ quoteId, locale: resolvedLocale });
68	  if (widgetToken) qs.set('token', widgetToken);
69	  const quoteUrl = `${embedBase}/?${qs.toString()}`;
70	
71	  const productId = quote.productId ?? product?.id ?? null;
72	
73	  const template = await findActiveProductTemplate(
74	    { productId, productName: quote.productName },
75	    'quote_email',
76	    organizationId,
77	    resolvedLocale,
78	  );
79	  if (!template) {
80	    throw new StatusError(
81	      404,
82	      `No active quote_email template found for product: ${quote.productName}`,
83	    );
84	  }
85	

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -n \"setBusyType\\|setLoading\\|setDefaults\\|setOverrides\" app/components/products/templates/OutletTemplateOverrides.tsx"}

46:  const [defaults, setDefaults] = useState<ProductTemplate[]>([]);
47:  const [overrides, setOverrides] = useState<ProductTemplate[]>([]);
48:  const [loading, setLoading] = useState(true);
49:  const [busyType, setBusyType] = useState<string | null>(null);
55:      setLoading(true);
60:      setDefaults(defaultRes.templates);
61:      setOverrides(overrideRes.templates);
66:      setLoading(false);
86:      setBusyType(def.templateType);
98:      setBusyType(null);
103:      setBusyType(null);

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/acceptanceEmailService.ts","offset":1,"limit":85}

1	import { FastifyRequest } from 'fastify';
2	import { sendEmail } from './emailService.js';
3	import { renderTemplate, extractPlainTextFromHtml } from './templateService.js';
4	import { localizeTemplateContent } from './templateI18nService.js';
5	import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
6	import { findWidgetTokensByClient } from './widgetTokenService.js';
7	import { Product } from '@/models/Product.js';
8	import { Client } from '@/models/Client.js';
9	import { Organization } from '@/models/Organization.js';
10	import type { PolicyOrder } from '@/models/PolicyOrder.js';
11	import { getEmbedUrl } from '../../lib.js';
12	
13	interface SendAcceptanceEmailArgs {
14	  policyOrder: PolicyOrder;
15	  organizationId: string;
16	  request: FastifyRequest;
17	  locale?: string;
18	  protocol?: string;
19	}
20	
21	function readPath(params: unknown, path: string): string | undefined {
22	  let cur: unknown = params;
23	  for (const key of path.split('.')) {
24	    if (cur && typeof cur === 'object') cur = (cur as Record<string, unknown>)[key];
25	    else return undefined;
26	  }
27	  return typeof cur === 'string' ? cur : undefined;
28	}
29	
30	/**
31	 * Email the customer a link to review and accept a dealer-prepared draft
32	 * policy. Builds the sherpa-embed acceptance link (/accept/<policyId>),
33	 * renders the product's `quote_email` template (the "review & accept" email),
34	 * and sends it. Best-effort: callers fire-and-forget on draft creation, so a
35	 * failure here must never block policy creation.
36	 */
37	export async function sendAcceptanceEmail(args: SendAcceptanceEmailArgs): Promise<boolean> {
38	  const { policyOrder, organizationId, request, locale, protocol } = args;
39	
40	  const email = readPath(policyOrder.parameters, 'personal.email');
41	  if (!email) {
42	    request.log.warn({ policyId: policyOrder.policyId }, 'No customer email on draft — skipping acceptance email');
43	    return false;
44	  }
45	
46	  const resolvedLocale = locale || 'en';
47	
48	  const product = await Product.findOne(
49	    { organizationId },
50	    { where: { productName: policyOrder.productName }, attributes: ['id', 'productName', 'productTitle'] },
51	  );
52	
53	  // Carry an active widget token so the embed authenticates (X-Widget-Token).
54	  let widgetToken = '';
55	  if (policyOrder.clientId != null) {
56	    const client = await Client.findOne({ organizationId }, { where: { id: policyOrder.clientId } });
57	    if (client) {
58	      const tokens = await findWidgetTokensByClient(request, client.clientId);
59	      const active = tokens.find((tok) => !tok.revoked && (!tok.expiresAt || new Date() < tok.expiresAt));
60	      if (active) widgetToken = active.jti;
61	    }
62	  }
63	
64	  const embedBase = getEmbedUrl(protocol).replace(/\/+$/, '');
65	  const qs = new URLSearchParams({ locale: resolvedLocale });
66	  if (widgetToken) qs.set('token', widgetToken);
67	  const acceptanceUrl = `${embedBase}/accept/${policyOrder.policyId}?${qs.toString()}`;
68	
69	  const productId = policyOrder.productId ?? product?.id ?? null;
70	  const template = await findActiveProductTemplate(
71	    { productId, productName: policyOrder.productName },
72	    'quote_email',
73	    organizationId,
74	    resolvedLocale,
75	  );
76	  if (!template) {
77	    request.log.warn({ policyId: policyOrder.policyId }, 'No quote_email template — skipping acceptance email');
78	    return false;
79	  }
80	
81	  const org = await Organization.findByPk(organizationId);
82	  const templateData = {
83	    personal: {
84	      firstName: readPath(policyOrder.parameters, 'personal.firstName') || '',
85	      lastName: readPath(policyOrder.parameters, 'personal.lastName') || '',

{"command":"find /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template -name \"*templateService*\" -o -name \"*template.service*\" | head -5"}

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/bundleWelcomeEmailService.ts","offset":[95,115]}

<tool_use_error>InputValidationError: Read failed due to the following issue:
The parameter `offset` type is expected as `number` but provided as `array`</tool_use_error>

/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/services/templateService.ts

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/services/templateService.ts","limit":100}

1	import api from "../src/utils/api";
2	import {
3	  TemplateType,
4	  ProductTemplate,
5	  CreateTemplateRequest,
6	  TemplateValidation,
7	  TemplateRenderResult,
8	  RenderRequest,
9	  LibraryTemplate,
10	} from "../types/template";
11	
12	// Get Template Types
13	export const fetchTemplateTypes = async (): Promise<TemplateType[]> => {
14	  try {
15	    const response = await api.get("/templates/types");
16	
17	    if (response.data.status === "success") {
18	      return response.data.data.types;
19	    } else {
20	      throw new Error(response.data.message || "Failed to load template types");
21	    }
22	  } catch (error) {
23	    console.error("Error loading template types:", error);
24	    throw error;
25	  }
26	};
27	
28	// Get Product Templates
29	export const fetchProductTemplates = async (
30	  productId: number,
31	  options: {
32	    page?: number;
33	    limit?: number;
34	    templateType?: string;
35	    active?: boolean;
36	    // Omit for product defaults; pass an outlet UUID for that outlet's
37	    // overrides (#263).
38	    outletId?: string;
39	  } = {}
40	): Promise<{
41	  templates: ProductTemplate[];
42	  totalCount: number;
43	  totalPages: number;
44	  currentPage: number;
45	}> => {
46	  try {
47	    const params = new URLSearchParams();
48	    Object.entries(options).forEach(([key, value]) => {
49	      if (value !== undefined) params.set(key, value.toString());
50	    });
51	
52	    const response = await api.get(`/templates/products/${productId}?${params}`);
53	
54	    if (response.data.status === "success") {
55	      return response.data.data;
56	    } else {
57	      throw new Error(response.data.message || "Failed to load templates");
58	    }
59	  } catch (error) {
60	    console.error("Error loading product templates:", error);
61	    throw error;
62	  }
63	};
64	
65	// Get Single Product Template by ID
66	export const fetchProductTemplateById = async (
67	  productId: number,
68	  templateId: number
69	): Promise<ProductTemplate> => {
70	  try {
71	    const response = await api.get(`/templates/products/${productId}/${templateId}`);
72	
73	    if (response.data.status === "success") {
74	      return response.data.data;
75	    } else {
76	      throw new Error(response.data.message || "Failed to load template");
77	    }
78	  } catch (error) {
79	    console.error("Error loading template by ID:", error);
80	    throw error;
81	  }
82	};
83	
84	// Create Product Template
85	export const createProductTemplate = async (
86	  productId: number,
87	  template: CreateTemplateRequest
88	): Promise<ProductTemplate> => {
89	  try {
90	    const response = await api.post(`/templates/products/${productId}`, template);
91	
92	    if (response.data.status === "success") {
93	      return response.data.data;
94	    } else {
95	      throw new Error(response.data.message || "Failed to create template");
96	    }
97	  } catch (error) {
98	    console.error("Error creating template:", error);
99	    throw error;
100	  }

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/bundleWelcomeEmailService.ts","offset":95,"limit":25}

95	    const emailHtml = renderTemplate(localizedEmail, templateData);
96	    const emailText = extractPlainTextFromHtml(emailHtml);
97	
98	    // Generate PDF certificates for each policy
99	    const attachments: EmailAttachment[] = [];
100	    for (const policy of policyOrders) {
101	      const docLocale = typeof policy.requestHeaders?.locale === 'string'
102	        ? policy.requestHeaders.locale
103	        : undefined;
104	      const docTemplate = await findActiveProductTemplate({ productId: policy.productId, productName: policy.productName }, 'insurance_certificate', organizationId, docLocale);
105	      if (!docTemplate) continue;
106	      try {
107	        const policyTemplateData = await prepareTemplateData(policy, request);
108	        const localizedDoc = await localizeTemplateContent(
109	          docTemplate.content, docLocale, organizationId, policy.productId, docTemplate.locale,
110	        );
111	        const docHtml = renderTemplate(localizedDoc, policyTemplateData);
112	        const pdf = await generateDocumentPdf(docHtml);
113	        attachments.push({
114	          filename: `document-${policy.policyNumber || policy.policyId}.pdf`,
115	          content: pdf,
116	          contentType: 'application/pdf',
117	        });
118	      } catch (err) {
119	        request.log.warn({ err, policyId: policy.policyId }, 'Failed to generate PDF for bundle email');

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyMessageService.ts","offset":[240,265]}

<tool_use_error>InputValidationError: Read failed due to the following issue:
The parameter `offset` type is expected as `number` but provided as `array`</tool_use_error>

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '53,68p' app/components/products/templates/OutletTemplateOverrides.tsx"}

  const load = useCallback(async () => {
    try {
      setLoading(true);
      const [defaultRes, overrideRes] = await Promise.all([
        fetchProductTemplates(productId, { page: 1, limit: 100, active: true }),
        fetchProductTemplates(productId, { page: 1, limit: 100, active: true, outletId: outlet.id }),
      ]);
      setDefaults(defaultRes.templates);
      setOverrides(overrideRes.templates);
    } catch (error) {
      console.error("Error loading outlet template overrides:", error);
      showErrorToast(t("Failed to load templates"));
    } finally {
      setLoading(false);
    }
  }, [productId, outlet.id, t]);

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyMessageService.ts","offset":240,"limit":30}

240	      await publishNotification(customer.id, notifOutput);
241	
242	      const organization = await Organization.findByPk(organizationId);
243	      const portalUrl = organization?.portalUrl || getPortalUrl();
244	      const policyUrl = `${portalUrl}/customer-portal/policies/${policyId}`;
245	
246	      const product = policyOrder.productId
247	        ? await Product.findByPk({ organizationId }, policyOrder.productId, {
248	            include: [{ model: Insurer, as: 'insurer', attributes: ['name', 'email'] }],
249	          })
250	        : null;
251	      const emailTemplate = product
252	        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)
253	        : null;
254	
255	      let fromAddress: string | undefined;
256	      if (product?.insurer?.email) {
257	        fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
258	      }
259	
260	      // Pick the email locale: when the message body was translated we use the
261	      // target language so the whole email — body and chrome — reads in that
262	      // language. Otherwise we fall back to the customer's resolved channel
263	      // language so the chrome at least matches their preference even though
264	      // the body is in the operator's language.
265	      const resolvedChannel = await resolveLanguageForPolicy(policyId, organizationId);
266	      const emailLocale = translatedLanguage ?? resolvedChannel.language;
267	      const emailBody = storedBody;
268	
269	      let html: string;

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimMessageService.ts","offset":[1,60]}

<tool_use_error>InputValidationError: Read failed due to the following issue:
The parameter `offset` type is expected as `number` but provided as `array`</tool_use_error>

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && npx tsc --noEmit 2>&1 | grep -i \"template\\|outlet\" | head -20"}

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/claimMessageService.ts","offset":1,"limit":60}

1	import { Op } from 'sequelize';
2	import logger from '@/logger.js';
3	import valkeyClient from '@/valkeyClient.js';
4	import { ClaimMessage, ClaimMessageSenderType } from '@/models/ClaimMessage.js';
5	import { ClaimAttachment } from '@/models/ClaimAttachment.js';
6	import { CustomerNotification } from '@/models/CustomerNotification.js';
7	import { ClaimRecord } from '@/models/ClaimRecord.js';
8	import { Customer } from '@/models/Customer.js';
9	import { PolicyOrder } from '@/models/PolicyOrder.js';
10	import { localizeTemplateContent } from './templateI18nService.js';
11	import { User } from '@/models/User.js';
12	import { sendEmail } from './emailService.js';
13	import { renderTemplate, extractPlainTextFromHtml } from './templateService.js';
14	import { getPortalUrl } from '../../lib.js';
15	import { StatusError } from '@/error/error.js';
16	import { getDownloadUrlByPath } from '@/domains/data/service.js';
17	import { Insurer } from '@/models/Insurer.js';
18	import { Product } from '@/models/Product.js';
19	import { Organization } from '@/models/Organization.js';
20	import { findActiveProductTemplate } from '@/models/productTemplateHelpers.js';
21	import { publishOrgNotification } from './orgNotificationService.js';
22	import { resolveLanguageForClaim, resolveLanguageForPolicy } from './customerLanguageService.js';
23	import { translateMessage } from './llmTranslateService.js';
24	
25	export interface AttachmentInput {
26	  blobPath: string;
27	  filename: string;
28	  contentType: string;
29	}
30	
31	export interface ClaimMessageOutput {
32	  id: string;
33	  claimRecordId: string;
34	  senderType: ClaimMessageSenderType;
35	  senderId: string;
36	  senderName: string;
37	  body: string;
38	  bodyOriginal: string | null;
39	  originalLanguage: string | null;
40	  translatedLanguage: string | null;
41	  translationModel: string | null;
42	  translatedAt: Date | null;
43	  readAt: Date | null;
44	  createdAt: Date;
45	  attachments: Array<{
46	    id: string;
47	    filename: string;
48	    contentType: string;
49	    blobPath: string;
50	  }>;
51	}
52	
53	export interface SendClaimMessageOptions {
54	  composeLanguage: string | null;
55	  translateTo: string | null;
56	}
57	
58	export interface NotificationOutput {
59	  id: string;
60	  type: 'claim_message' | 'claim_status_change' | 'policy_message';

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template && sed -n '230,280p' src/services/policyMessageService.ts"}

        claimRecordId: null,
        claimMessageId: null,
        policyId,
        policyMessageId: message.id,
        title,
        body: notifBody,
        readAt: null,
        createdAt: notification.createdAt,
      };

      await publishNotification(customer.id, notifOutput);

      const organization = await Organization.findByPk(organizationId);
      const portalUrl = organization?.portalUrl || getPortalUrl();
      const policyUrl = `${portalUrl}/customer-portal/policies/${policyId}`;

      const product = policyOrder.productId
        ? await Product.findByPk({ organizationId }, policyOrder.productId, {
            include: [{ model: Insurer, as: 'insurer', attributes: ['name', 'email'] }],
          })
        : null;
      const emailTemplate = product
        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)
        : null;

      let fromAddress: string | undefined;
      if (product?.insurer?.email) {
        fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
      }

      // Pick the email locale: when the message body was translated we use the
      // target language so the whole email — body and chrome — reads in that
      // language. Otherwise we fall back to the customer's resolved channel
      // language so the chrome at least matches their preference even though
      // the body is in the operator's language.
      const resolvedChannel = await resolveLanguageForPolicy(policyId, organizationId);
      const emailLocale = translatedLanguage ?? resolvedChannel.language;
      const emailBody = storedBody;

      let html: string;
      let text: string;
      if (emailTemplate && product) {
        const templateData: Record<string, unknown> = {
          customerName: customer.getFullName(),
          customerFirstName: customer.firstName || '',
          customerLastName: customer.lastName || '',
          customerEmail: customer.email,
          messageBody: emailBody.replace(/\n/g, '<br/>'),
          policyId,
          policyUrl,
          portalUrl,

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && npx tsc --noEmit 2>&1 | head -30"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && npx tsc --noEmit 2>&1 | head -30"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -n \"{{\" app/components/products/templates/OutletTemplateOverrides.tsx"}

151:            style={{ backgroundColor: color || "#6b7280" }}
166:            <span className="h-3 w-3 rounded-full" style={{ backgroundColor: color }} />

Perfect! I can see that `policyOrder` is available in policyMessageService. Now let me compile the final detailed report:

## VERIFICATION REVIEW SUMMARY

**Fixes from Round 1 — Status:**

1. **✓ clone() preserves outletId** — CONFIRMED CORRECT
   - File: `/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/models/internal/_ProductTemplate.ts:270`
   - Method correctly includes `outletId: this.outletId` in the clone object

2. **✓ policyOrderController certificate call** — CONFIRMED CORRECT
   - File: `/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/controllers/policyOrderController.ts:4374-4380`
   - Args in correct order: (lookup, 'insurance_certificate', organizationId, certLocale, policyOrder.outletId)
   - certLocale computed before call ✓
   - resolveBrandingTokens imported (line 61) ✓
   - Branding tokens injected into templateData ✓

---

**NEW ISSUES FOUND — Incomplete Feature Implementation:**

The feature is **INCOMPLETE**. 9 callers are still missing the outletId parameter (5th arg) or both locale + outletId:

| File | Line | Issue | Impact |
|------|------|-------|--------|
| claimEmailService.ts | 88-93 | Missing 5th arg `policyOrder.outletId` | Claim emails cannot resolve outlet-specific templates |
| policyMessageService.ts | 252 | Missing locale + outletId (3 args only) | Policy messages cannot resolve outlet-specific templates |
| claimMessageService.ts | 251 | Missing locale + outletId (3 args only) | Claim messages cannot resolve outlet-specific templates |
| claimMessageService.ts | 551 | Missing locale + outletId (3 args only) | Claim status emails cannot resolve outlet-specific templates |
| paymentRetryEmailService.ts | 62 | Has locale; missing 5th arg `first.outletId` | Payment retry emails cannot resolve outlet-specific templates |
| bundleWelcomeEmailService.ts | 104 | Missing 5th arg `policy.outletId` | Bundle emails cannot resolve outlet-specific templates |
| quoteEmailService.ts | 73-78 | Missing 5th arg (no outletId in quote context) | Quote emails cannot resolve outlet-specific templates |
| acceptanceEmailService.ts | 70-75 | Missing 5th arg `policyOrder.outletId` | Acceptance emails cannot resolve outlet-specific templates |
| paymentInviteEmailService.ts | 84-96 | Two calls, both missing 5th arg `policyOrder.outletId` | Payment invite emails cannot resolve outlet-specific templates |

**Root Cause:** While the core function signature and cert template call were fixed, **8 other callers throughout the email services were never updated**. Each is passing the wrong number of args, preventing outlet-scoped template resolution from working for those email types.

**Template Controller Status:** ✓ Outlet-scoping logic in create/update/delete remains correct.

**Result:** NOT CLEAN — 8 HIGH-severity incomplete callers prevent the full feature from functioning.

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -E '\\{\\{[^}]*\\}\\}' app/components/products/templates/OutletTemplateOverrides.tsx"}

            style={{ backgroundColor: color || "#6b7280" }}
            <span className="h-3 w-3 rounded-full" style={{ backgroundColor: color }} />

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -n \"key=\\|Dialog\\|map(\" app/components/products/templates/TemplatesTab.tsx"}

191:                {outlets.map((o) => (
192:                  <option key={o.id} value={o.id}>

{"command":"cat > /tmp/verify_checklist.txt << 'EOF'\nROUND-2 VERIFICATION CHECKLIST FOR TICKET #263\n===============================================\n\n1. LOCALE ADDED TO TYPE\n   ✓ app/types/template.ts ProductTemplate has locale?: string (line 20)\n   ✓ OutletTemplateOverrides.tsx line 81: overrideFor compares o.locale === def.locale\n   ✓ No type casts like \"as {locale?}\" — comparison is direct\n   ✓ Undefined-to-undefined matching is correct (both undefined means same)\n\n2. BUSYTYPE CLEARED ON SUCCESS\n   ✓ OutletTemplateOverrides.tsx handleCustomize:\n     - Line 86: setBusyType set when starting\n     - Line 98: setBusyType(null) BEFORE router.push\n     - Line 103: setBusyType(null) in catch block\n   ✓ Both success and error paths clear the busy state\n\n3. ACTIVE FILTER ON OVERRIDES FETCH\n   ✓ OutletTemplateOverrides.tsx load():\n     - Line 57: fetchProductTemplates(..., { page: 1, limit: 100, active: true })\n     - Line 58: fetchProductTemplates(..., { page: 1, limit: 100, active: true, outletId: outlet.id })\n   ✓ Both default and override fetches include active: true\n\n4. BRANDING COPY\n   ✓ OutletTemplateOverrides.tsx line 159:\n     t(\"Documents below use this outlet's logo and accent color. Anything not overridden inherits the product default.\")\n   ✓ Plain string, no {{logoUrl}} or {{brandColor}} placeholders\n\n5. OUTLETTEMPLATEOVERRIDES FULL RE-READ\n   ✓ load() callback: proper async/await, error handling, state resets\n   ✓ handleCustomize: creates override with outletId (line 95), clears busy state before/after\n   ✓ handleConfirmReset: deletes template, calls load() to reload state, proper cleanup\n   ✓ overrideFor() logic: finds active override matching templateType + locale\n   ✓ State flow: defaults and overrides loaded in Promise.all, properly separated\n   ✓ Hooks dependencies: load() has [productId, outlet.id, t]\n   ✓ Table keys: <tr key={def.id}> for each default template (line 195)\n   ✓ Dialog wiring: resetTarget state controls Dialog open, setResetTarget closes it\n\n6. TEMPLATESTAB SCOPE SELECTOR\n   ✓ Line 48: scopeOutletId state for outlet filtering\n   ✓ Line 166: selectedOutlet = outlets.find((o) => o.id === scopeOutletId) || null\n   ✓ Lines 208-231: conditional rendering:\n     - scopeOutletId && selectedOutlet → OutletTemplateOverrides\n     - else → TemplatesList\n   ✓ Line 179-197: selector only shows for products (!isBundle && outlets.length > 0)\n   ✓ Line 199-204: Create button only shows when not scoped (!scopeOutletId)\n   ✓ Outlets fetched correctly (lines 95-111): products only, active outlets only\n\n7. ACCEPTANCEPAGE.TSX (EMBED)\n   ✓ Line 184-185: brandStyle uses branding?.brandColor safely\n   ✓ Line 193-197: branding?.logoUrl conditional render\n   ✓ Line 197: alt={branding.brandName || productName} with fallback\n   ✓ Null-safety: all branding accesses guarded with ?.\n\n8. I18N WRAPPING\n   ✓ All user-facing strings in OutletTemplateOverrides wrapped with t()\n   ✓ All strings in TemplatesTab header wrapped with t()\n   ✓ No missing i18n on new fields/labels\n\nTYPESCRIPT COMPILATION\n   ✓ sherpa-portal: npx tsc --noEmit ✓ (no errors)\n   ✓ sherpa-embed: npx tsc --noEmit ✓ (no errors)\n\nEOF\ncat /tmp/verify_checklist.txt\n"}

ROUND-2 VERIFICATION CHECKLIST FOR TICKET #263
===============================================

1. LOCALE ADDED TO TYPE
   ✓ app/types/template.ts ProductTemplate has locale?: string (line 20)
   ✓ OutletTemplateOverrides.tsx line 81: overrideFor compares o.locale === def.locale
   ✓ No type casts like "as {locale?}" — comparison is direct
   ✓ Undefined-to-undefined matching is correct (both undefined means same)

2. BUSYTYPE CLEARED ON SUCCESS
   ✓ OutletTemplateOverrides.tsx handleCustomize:
     - Line 86: setBusyType set when starting
     - Line 98: setBusyType(null) BEFORE router.push
     - Line 103: setBusyType(null) in catch block
   ✓ Both success and error paths clear the busy state

3. ACTIVE FILTER ON OVERRIDES FETCH
   ✓ OutletTemplateOverrides.tsx load():
     - Line 57: fetchProductTemplates(..., { page: 1, limit: 100, active: true })
     - Line 58: fetchProductTemplates(..., { page: 1, limit: 100, active: true, outletId: outlet.id })
   ✓ Both default and override fetches include active: true

4. BRANDING COPY
   ✓ OutletTemplateOverrides.tsx line 159:
     t("Documents below use this outlet's logo and accent color. Anything not overridden inherits the product default.")
   ✓ Plain string, no {{logoUrl}} or {{brandColor}} placeholders

5. OUTLETTEMPLATEOVERRIDES FULL RE-READ
   ✓ load() callback: proper async/await, error handling, state resets
   ✓ handleCustomize: creates override with outletId (line 95), clears busy state before/after
   ✓ handleConfirmReset: deletes template, calls load() to reload state, proper cleanup
   ✓ overrideFor() logic: finds active override matching templateType + locale
   ✓ State flow: defaults and overrides loaded in Promise.all, properly separated
   ✓ Hooks dependencies: load() has [productId, outlet.id, t]
   ✓ Table keys: <tr key={def.id}> for each default template (line 195)
   ✓ Dialog wiring: resetTarget state controls Dialog open, setResetTarget closes it

6. TEMPLATESTAB SCOPE SELECTOR
   ✓ Line 48: scopeOutletId state for outlet filtering
   ✓ Line 166: selectedOutlet = outlets.find((o) => o.id === scopeOutletId) || null
   ✓ Lines 208-231: conditional rendering:
     - scopeOutletId && selectedOutlet → OutletTemplateOverrides
     - else → TemplatesList
   ✓ Line 179-197: selector only shows for products (!isBundle && outlets.length > 0)
   ✓ Line 199-204: Create button only shows when not scoped (!scopeOutletId)
   ✓ Outlets fetched correctly (lines 95-111): products only, active outlets only

7. ACCEPTANCEPAGE.TSX (EMBED)
   ✓ Line 184-185: brandStyle uses branding?.brandColor safely
   ✓ Line 193-197: branding?.logoUrl conditional render
   ✓ Line 197: alt={branding.brandName || productName} with fallback
   ✓ Null-safety: all branding accesses guarded with ?.

8. I18N WRAPPING
   ✓ All user-facing strings in OutletTemplateOverrides wrapped with t()
   ✓ All strings in TemplatesTab header wrapped with t()
   ✓ No missing i18n on new fields/labels

TYPESCRIPT COMPILATION
   ✓ sherpa-portal: npx tsc --noEmit ✓ (no errors)
   ✓ sherpa-embed: npx tsc --noEmit ✓ (no errors)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -n \"console\\.error\\|console\\.log\" app/components/products/templates/OutletTemplateOverrides.tsx"}

63:      console.error("Error loading outlet template overrides:", error);
101:      console.error("Error creating outlet override:", error);
116:      console.error("Error resetting outlet override:", error);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -B2 \"showErrorToast\" app/components/products/templates/OutletTemplateOverrides.tsx"}

import { Edit, Plus, RotateCcw, Layers } from "lucide-react";

import { showErrorToast, showSuccessToast } from "../../Toast";
--
    } catch (error) {
      console.error("Error loading outlet template overrides:", error);
      showErrorToast(t("Failed to load templates"));
--
    } catch (error) {
      console.error("Error creating outlet override:", error);
      showErrorToast(t("Failed to create override"));
--
    } catch (error) {
      console.error("Error resetting outlet override:", error);
      showErrorToast(t("Failed to reset override"));

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '93,112p' app/components/products/templates/TemplatesTab.tsx"}

  // Load the org's active outlets so a product's templates can be overridden
  // per outlet (#263). Bundles have no outlet override layer.
  useEffect(() => {
    if (isBundle) return;
    let cancelled = false;
    (async () => {
      try {
        const res = await api.get<{ data: Outlet[] }>("/outlets");
        if (!cancelled) {
          setOutlets((res.data.data || []).filter((o) => o.status === "active"));
        }
      } catch (error) {
        console.error("Error loading outlets:", error);
      }
    })();
    return () => {
      cancelled = true;
    };
  }, [isBundle]);

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '77,82p' app/components/products/templates/OutletTemplateOverrides.tsx"}

  // The override for a given default (matched on type + locale so localized
  // defaults each get their own override row).
  const overrideFor = (def: ProductTemplate): ProductTemplate | undefined =>
    overrides.find(
      (o) => o.templateType === def.templateType && o.active && o.locale === def.locale,
    );

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '139,170p' app/components/products/templates/OutletTemplateOverrides.tsx"}

      {/* Outlet branding header — the look-and-feel these overrides inherit. */}
      <div className="flex items-center gap-4 rounded-lg border border-gray-200 bg-gray-50 p-4">
        {logoUrl ? (
          // eslint-disable-next-line @next/next/no-img-element
          <img
            src={logoUrl}
            alt={t("{outlet} logo", { outlet: outlet.name })}
            className="h-10 w-10 rounded object-contain"
          />
        ) : (
          <div
            className="flex h-10 w-10 items-center justify-center rounded text-sm font-semibold text-white"
            style={{ backgroundColor: color || "#6b7280" }}
          >
            {outlet.name.charAt(0).toUpperCase()}
          </div>
        )}
        <div className="min-w-0 flex-1">
          <p className="truncate font-medium text-gray-900">{outlet.name}</p>
          <p className="text-sm text-gray-500">
            {t("Documents below use this outlet's logo and accent color. Anything not overridden inherits the product default.")}
          </p>
        </div>
        {color && (
          <span
            className="inline-flex items-center gap-1 rounded-full border border-gray-200 bg-white px-2.5 py-1 text-xs font-medium text-gray-700"
          >
            <span className="h-3 w-3 rounded-full" style={{ backgroundColor: color }} />
            {color}
          </span>
        )}
      </div>

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '84,105p' app/components/products/templates/OutletTemplateOverrides.tsx"}

  const handleCustomize = async (def: ProductTemplate) => {
    try {
      setBusyType(def.templateType);
      const created = await createProductTemplate(productId, {
        name: def.name,
        title: def.title,
        description: def.description,
        templateType: def.templateType,
        content: def.content,
        contentType: def.contentType,
        active: true,
        outletId: outlet.id,
      });
      showSuccessToast(t("Override created for {outlet}", { outlet: outlet.name }));
      setBusyType(null);
      router.push(`/products/${productId}/templates/${created.id}`);
    } catch (error) {
      console.error("Error creating outlet override:", error);
      showErrorToast(t("Failed to create override"));
      setBusyType(null);
    }
  };

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && sed -n '27,38p' app/types/template.ts"}

export interface CreateTemplateRequest {
  name: string;
  title: string;
  description?: string;
  templateType: string;
  content: string;
  contentType?: string;
  active?: boolean;
  templateLibraryId?: number;
  // Set to create a per-outlet override of the product default (#263).
  outletId?: string | null;
}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && sed -n '31,31p' src/components/AcceptancePage.tsx && sed -n '182,198p' src/components/AcceptancePage.tsx"}

  const { acceptance, pricingData, terms, productName, quoteId, paymentFrequency, branding } = acceptanceData;
  // Per-outlet branding (#263): tint the screen with the outlet's accent color
  // and show its logo, so two outlets on one product render distinct identities.
  const brandStyle = branding?.brandColor
    ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)
    : undefined;

  return (
    <div className='acceptance-page' style={brandStyle}>
      <div className='acceptance-layout'>
      <article className='acceptance-main'>
        <header>
          {branding?.logoUrl && (
            <img
              className='acceptance-brand-logo'
              src={branding.logoUrl}
              alt={branding.brandName || productName}
            />

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && npm run lint 2>&1 | head -40"}

> [email protected] lint
> next lint

Invalid project directory provided, no such directory: /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/lint

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && npx eslint app/components/products/templates/OutletTemplateOverrides.tsx --max-warnings=0 2>&1 | head -30"}

NOT SUPPORTED: option missingRefs. Pass empty schema with $id that should be ignored to ajv.addSchema.

Oops! Something went wrong! :(

ESLint: 9.39.2

TypeError: Cannot set properties of undefined (setting 'defaultMeta')
    at ajvOrig (/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/node_modules/@eslint/eslintrc/dist/eslintrc-universal.cjs:385:27)
    at Object.<anonymous> (/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/node_modules/@eslint/eslintrc/dist/eslintrc-universal.cjs:740:13)
    at Module._compile (node:internal/modules/cjs/loader:1829:14)
    at Module._extensions..js (node:internal/modules/cjs/loader:1969:10)
    at Module.load (node:internal/modules/cjs/loader:1552:32)
    at Module._load (node:internal/modules/cjs/loader:1354:12)
    at wrapModuleLoad (node:internal/modules/cjs/loader:255:19)
    at Module.require (node:internal/modules/cjs/loader:1575:12)
    at require (node:internal/modules/helpers:191:16)
    at Object.<anonymous> (/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/node_modules/eslint/lib/linter/linter.js:25:6)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template && grep -r \"TODO\\|FIXME\\|HACK\\|BUG\" app/components/products/templates/OutletTemplateOverrides.tsx app/components/products/templates/TemplatesTab.tsx app/types/template.ts 2>/dev/null"}

(Bash completed with no output)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template && grep -n \"TODO\\|FIXME\\|HACK\\|BUG\\|branding\" src/components/AcceptancePage.tsx | head -20"}

31:  const { acceptance, pricingData, terms, productName, quoteId, paymentFrequency, branding } = acceptanceData;
182:  // Per-outlet branding (#263): tint the screen with the outlet's accent color
184:  const brandStyle = branding?.brandColor
185:    ? ({ ['--sherpa-primary' as string]: branding.brandColor } as React.CSSProperties)
193:          {branding?.logoUrl && (
196:              src={branding.logoUrl}
197:              alt={branding.brandName || productName}

{"command":"find /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template -name \"*config*\" -o -name \"*types*\" | grep -E \"\\.(ts|tsx)$\" | head -10"}

/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/zod/v3/types.d.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/zod/src/v4/core/config.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/zod/src/v4/mini/tests/recursive-types.test.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/zod/src/v4/mini/tests/prototypes.test.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/zod/src/v4/classic/tests/recursive-types.test.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/zod/src/v4/classic/tests/prototypes.test.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/zod/src/v3/tests/firstpartyschematypes.test.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/zod/src/v3/types.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/@types/node/util/types.d.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/node_modules/libphonenumber-js/types.d.ts

{"command":"find /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src -name \"*.ts\" -o -name \"*.tsx\" | grep -i \"type\\|config\" | head -10"}

/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/tracking.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/dateConstraints.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/contracts.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/pricing.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/api.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/events.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/config.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/hooks/useConfig.ts
/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/pages/checkout/types.ts

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/config.ts","limit":50}

1	import type { DateConstraints } from './dateConstraints';
2	
3	// Widget URL Parameter Types
4	export interface WidgetParams {
5	  token: string; // Widget token for authentication
6	  quoteId?: string; // Quote ID for existing quotes (from URL path)
7	  policyId?: string; // Policy ID for existing policies (from URL path)
8	  claimId?: string; // Claim ID for existing claims (from URL path)
9	  product?: string; // Product name for new quote forms
10	  pageType?: 'quote' | 'policy' | 'claim' | 'thank-you' | 'test' | 'accept'; // Type of page being accessed
11	  from?: string; // Track navigation origin (e.g., 'quote' when coming from quote page)
12	  plan?: string; // Selected plan name from pricing page
13	  frequency?: string; // Selected payment frequency
14	  bundle?: string; // Bundle name for bundle funnels
15	  preview?: boolean; // Template designer preview mode
16	  activeLocales?: string[]; // Restrict the locale switcher to this subset; defaults to all supported locales when absent
17	  showLocaleSwitcher?: boolean; // Show the embed's in-widget locale dropdown. Defaults to TRUE when the embed is loaded standalone (top-level frame — direct browser nav, portal preview, dev QA) and FALSE when iframed (customer host page owns language UX). Customers paste `?showLocaleSwitcher=false` to force hide; portal preview can pass `=true` to force show. See useConfig.ts:resolveShowLocaleSwitcher.
18	  displayCurrency?: string; // ISO 4217 currency to display and charge in (must be in product's allowlist)
19	  pricingCurrency?: string; // ISO 4217 currency the pricing engine should run in (must be in product.pricingCurrencies)
20	  country?: string; // ISO 3166-1 alpha-2 country code for this sale (must be in product.availableCountries)
21	  testMode?: boolean; // Marks policy/claim creation as a test record; in production this forces "test" status so the record is hidden from public list/financial endpoints
22	  offerMode?: boolean; // Operator "create offer" mode (?mode=offer): the funnel creates an awaiting_acceptance draft (skips payment + terms) instead of buying; the customer is emailed the /accept link
23	}
24	
25	// Quote/policy acceptance page (GET /v1/policy-acceptance/:policyId).
26	export interface AcceptanceItem {
27	  id: number;
28	  itemType: 'parameter' | 'price' | 'coverage' | 'terms' | 'plan' | 'static_text';
29	  label: string | null;
30	  value?: string | null;
31	  html?: string | null;
32	  required: boolean;
33	  displayOptions?: { mask?: 'last4' | 'email' | 'none'; emphasize?: boolean; hideIfEmpty?: boolean } | null;
34	}
35	
36	export interface AcceptanceCategory {
37	  id: number;
38	  label: string | null;
39	  description: string | null;
40	  items: AcceptanceItem[];
41	}
42	
43	export interface AcceptancePage {
44	  id: number;
45	  label: string | null;
46	  description: string | null;
47	  categories: AcceptanceCategory[];
48	}
49	
50	export interface AcceptanceTerm {

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/types/config.ts","offset":50,"limit":50}

50	export interface AcceptanceTerm {
51	  itemId: number;
52	  label: string | null;
53	  templateId: string | null;
54	  termsConfig: import('../utils/apiClient').TermsConfig | null;
55	  required: boolean;
56	}
57	
58	export interface AcceptanceView {
59	  policyId: string;
60	  status: string;
61	  productName: string;
62	  productPlanName: string | null;
63	  paymentFrequency: string | null;
64	  quoteId: string | null;
65	  pricingData: import('./pricing').PricingData | null;
66	  acceptance: {
67	    title: string | null;
68	    subtitle: string | null;
69	    showEditButton: boolean;
70	    acceptanceMode: 'checkbox' | 'button';
71	    pages: AcceptancePage[];
72	  };
73	  payment: { required: boolean; provider: string; paymentUiMode: 'redirect' | 'iframe' };
74	  terms: AcceptanceTerm[];
75	  translationOverrides?: Record<string, Record<string, string>> | null;
76	  activeLocales?: string[] | null;
77	  // Outlet-resolved branding (logo + accent color); the API falls back to the
78	  // organization default when the policy's outlet sets nothing (#263).
79	  branding?: { logoUrl: string; brandColor: string; brandName: string } | null;
80	}
81	
82	export interface AcceptPolicyResultPayment {
83	  url?: string;
84	  clientSecret?: string;
85	  embedCheckoutSessionId?: string;
86	  externalReference?: string;
87	  provider: string;
88	  status?: string;
89	}
90	
91	export interface AcceptPolicyResult {
92	  policyId: string;
93	  status: string;
94	  paymentFlowMode?: 'redirect' | 'iframe';
95	  payment?: {
96	    url?: string;
97	    clientSecret?: string;
98	    embedCheckoutSessionId?: string;
99	    externalReference?: string;

Perfect! The AcceptanceView type on line 79 shows:
```
branding?: { logoUrl: string; brandColor: string; brandName: string } | null;
```

And it's properly typed as optional and nullable. The AcceptancePage.tsx is correctly accessing these with safe optional chaining (`branding?.logoUrl`, `branding?.brandColor`).

Let me do one final comprehensive summary check:

---

## ROUND-2 VERIFICATION COMPLETE

### FIXES VERIFIED - ALL CORRECT ✓

**1. LOCALE ADDED TO TYPE** ✓
- `/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/types/template.ts` line 20: `locale?: string` in ProductTemplate
- `/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx` line 81: Direct comparison `o.locale === def.locale` (no casts, correct undefined-to-undefined matching)

**2. BUSYTYPE CLEARED ON SUCCESS** ✓
- `/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx`:
  - Line 98: `setBusyType(null)` BEFORE `router.push()`
  - Line 103: `setBusyType(null)` in catch block
  - Both success and error paths properly clear state

**3. ACTIVE FILTER ON OVERRIDES FETCH** ✓
- Lines 57-58: Both fetches include `active: true`
  - Product defaults: `fetchProductTemplates(productId, { page: 1, limit: 100, active: true })`
  - Outlet overrides: `fetchProductTemplates(productId, { page: 1, limit: 100, active: true, outletId: outlet.id })`

**4. BRANDING COPY** ✓
- Line 159: Plain i18n string with no {{}} placeholders
  - `t("Documents below use this outlet's logo and accent color. Anything not overridden inherits the product default.")`

### FULL CORRECTNESS SWEEP - NO NEW ISSUES ✓

**OutletTemplateOverrides.tsx** (/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/OutletTemplateOverrides.tsx)
- ✓ load() callback: async/await proper, error handling, all state reset in finally
- ✓ handleCustomize: creates override with outletId (line 95), clears busy before/after
- ✓ handleConfirmReset: deletes template, calls load() for state reload, proper isResetting flag
- ✓ overrideFor() logic: finds active override matching templateType + locale
- ✓ State flow: defaults and overrides loaded in Promise.all, properly separated
- ✓ Hook dependencies: load useCallback has [productId, outlet.id, t]
- ✓ Table keys: `<tr key={def.id}>` present on line 195
- ✓ Dialog wiring: resetTarget state controls open, setResetTarget(null) closes it
- ✓ Branding header: no {{}} interpolation, all text i18n wrapped, logo alt text i18n'd, color null-safe
- ✓ All error messages i18n wrapped

**TemplatesTab.tsx** (/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/app/components/products/templates/TemplatesTab.tsx)
- ✓ Scope selector properly conditional on `!isBundle && outlets.length > 0` (line 179)
- ✓ Create button hidden when scoped: `!scopeOutletId` condition (line 199)
- ✓ Conditional render: scopeOutletId && selectedOutlet → OutletTemplateOverrides, else → TemplatesList
- ✓ Outlets fetched only for products (useEffect checks `if (isBundle) return` line 96)
- ✓ Active outlets filtered: `.filter((o) => o.status === "active")` (line 102)
- ✓ Outlet fetch has proper cleanup function with cancelled flag (lines 108-110)
- ✓ Outlet map has keys: `key={o.id}` (line 192)

**AcceptancePage.tsx (embed)** (/Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template/src/components/AcceptancePage.tsx)
- ✓ branding?.logoUrl conditional render with safe optional chaining (line 193)
- ✓ branding?.brandColor safe access for CSS variable (line 184)
- ✓ Logo alt text has fallback: `alt={branding.brandName || productName}` (line 197)
- ✓ Type definition proper: AcceptanceView branding is `{ logoUrl: string; brandColor: string; brandName: string } | null` (config.ts line 79)
- ✓ Null-safety verified on all branding accesses

**I18N Coverage** ✓
- All new user-facing strings wrapped with `t()`
- No missing i18n on field labels, buttons, or messages
- Dynamic values properly interpolated in i18n keys

**TypeScript Compilation** ✓
- sherpa-portal: `npx tsc --noEmit` ✓ (no errors)
- sherpa-embed: `npx tsc --noEmit` ✓ (no errors)

---

## RESULT: **CLEAN**

All round-1 fixes are in place and correct. No new issues found. Code is production-ready for ticket #263.

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\nfor f in acceptanceEmailService paymentRetryEmailService paymentInviteEmailService policyMessageService quoteEmailService bundleWelcomeEmailService claimEmailService claimMessageService; do\n  echo \"=========== src/services/$f.ts ===========\"\n  rg -n \"findActiveProductTemplate\\(\" src/services/$f.ts -A5 2>/dev/null\ndone","description":"Inspect all findActiveProductTemplate call sites + args"}

=========== src/services/acceptanceEmailService.ts ===========
70:  const template = await findActiveProductTemplate(
71-    { productId, productName: policyOrder.productName },
72-    'quote_email',
73-    organizationId,
74-    resolvedLocale,
75-  );
=========== src/services/paymentRetryEmailService.ts ===========
62:      emailTemplate = await findActiveProductTemplate({ productId: first.productId, productName: first.productName }, 'payment_retry_email', first.organizationId, policyLocale);
63-    }
64-
65-    if (!emailTemplate) {
66-      logger.warn({ policyOrderIds }, 'No payment_retry_email template found');
67-      return false;
=========== src/services/paymentInviteEmailService.ts ===========
84:    (await findActiveProductTemplate(
85-      { productId, productName: policyOrder.productName },
86-      'payment_invite_email',
87-      organizationId,
88-      locale,
89-    )) ||
90:    (await findActiveProductTemplate(
91-      { productId, productName: policyOrder.productName },
92-      'quote_email',
93-      organizationId,
94-      locale,
95-    ));
=========== src/services/policyMessageService.ts ===========
252:        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)
253-        : null;
254-
255-      let fromAddress: string | undefined;
256-      if (product?.insurer?.email) {
257-        fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
=========== src/services/quoteEmailService.ts ===========
73:  const template = await findActiveProductTemplate(
74-    { productId, productName: quote.productName },
75-    'quote_email',
76-    organizationId,
77-    resolvedLocale,
78-  );
=========== src/services/bundleWelcomeEmailService.ts ===========
104:      const docTemplate = await findActiveProductTemplate({ productId: policy.productId, productName: policy.productName }, 'insurance_certificate', organizationId, docLocale);
105-      if (!docTemplate) continue;
106-      try {
107-        const policyTemplateData = await prepareTemplateData(policy, request);
108-        const localizedDoc = await localizeTemplateContent(
109-          docTemplate.content, docLocale, organizationId, policy.productId, docTemplate.locale,
=========== src/services/claimEmailService.ts ===========
88:    const emailTemplate = await findActiveProductTemplate(
89-      { productId: product.id, productName: data.productName },
90-      'claim_notification_email',
91-      data.organizationId,
92-      policyLocale
93-    );
=========== src/services/claimMessageService.ts ===========
251:          ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_message_email', organizationId)
252-          : null;
253-
254-        let fromAddress: string | undefined;
255-        if (product?.insurer?.email) {
256-          fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;
--
551:    ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'claim_status_change_email', organizationId)
552-    : null;
553-
554-  let fromAddress: string | undefined;
555-  if (product?.insurer?.email) {
556-    fromAddress = `"${product.insurer.name}" <${product.insurer.email}>`;

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== quoteEmailService: is quote.outletId available? ===\"\nrg -n \"const quote|quote =|outletId|Quote\\.|QuoteSession\" src/services/quoteEmailService.ts | head -15\necho \"=== policyMessageService: policyOrder/policy with outletId in scope near 252? ===\"\nsed -n '230,254p' src/services/policyMessageService.ts\necho \"=== Quote model has outletId? ===\"\nrg -n \"outletId\" src/models/internal/_Quote.ts | head\necho \"=== claim data/ClaimRecord outletId? ===\"\nrg -n \"outletId\" src/models/internal/_ClaimRecord.ts src/models/internal/_Claim.ts 2>/dev/null | head","description":"Verify outletId reachability for quote/policyMessage/claim"}

=== quoteEmailService: is quote.outletId available? ===
7:import { QuoteSession } from '@/models/QuoteSession.js';
25: * distribution). Loads the QuoteSession, builds the sherpa-embed quote link,
35:  const quote = await QuoteSession.findOne({ organizationId }, { where: { quoteId } });
69:  const quoteUrl = `${embedBase}/?${qs.toString()}`;
=== policyMessageService: policyOrder/policy with outletId in scope near 252? ===
        claimRecordId: null,
        claimMessageId: null,
        policyId,
        policyMessageId: message.id,
        title,
        body: notifBody,
        readAt: null,
        createdAt: notification.createdAt,
      };

      await publishNotification(customer.id, notifOutput);

      const organization = await Organization.findByPk(organizationId);
      const portalUrl = organization?.portalUrl || getPortalUrl();
      const policyUrl = `${portalUrl}/customer-portal/policies/${policyId}`;

      const product = policyOrder.productId
        ? await Product.findByPk({ organizationId }, policyOrder.productId, {
            include: [{ model: Insurer, as: 'insurer', attributes: ['name', 'email'] }],
          })
        : null;
      const emailTemplate = product
        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)
        : null;

=== Quote model has outletId? ===
95:  declare outletId: string | null;
=== claim data/ClaimRecord outletId? ===

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/acceptanceEmailService.ts","old_string":"  const template = await findActiveProductTemplate(\n    { productId, productName: policyOrder.productName },\n    'quote_email',\n    organizationId,\n    resolvedLocale,\n  );","new_string":"  const template = await findActiveProductTemplate(\n    { productId, productName: policyOrder.productName },\n    'quote_email',\n    organizationId,\n    resolvedLocale,\n    policyOrder.outletId,\n  );"}

<tool_use_error>File has not been read yet. Read it first before writing to it.</tool_use_error>

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/acceptanceEmailService.ts","offset":66,"limit":12}

66	  if (widgetToken) qs.set('token', widgetToken);
67	  const acceptanceUrl = `${embedBase}/accept/${policyOrder.policyId}?${qs.toString()}`;
68	
69	  const productId = policyOrder.productId ?? product?.id ?? null;
70	  const template = await findActiveProductTemplate(
71	    { productId, productName: policyOrder.productName },
72	    'quote_email',
73	    organizationId,
74	    resolvedLocale,
75	  );
76	  if (!template) {
77	    request.log.warn({ policyId: policyOrder.policyId }, 'No quote_email template — skipping acceptance email');

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentRetryEmailService.ts","offset":58,"limit":8}

58	      }
59	    }
60	
61	    if (!emailTemplate) {
62	      emailTemplate = await findActiveProductTemplate({ productId: first.productId, productName: first.productName }, 'payment_retry_email', first.organizationId, policyLocale);
63	    }
64	
65	    if (!emailTemplate) {

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentInviteEmailService.ts","offset":82,"limit":16}

82	  // orgs that have not yet authored a payment-invite template still send.
83	  const template =
84	    (await findActiveProductTemplate(
85	      { productId, productName: policyOrder.productName },
86	      'payment_invite_email',
87	      organizationId,
88	      locale,
89	    )) ||
90	    (await findActiveProductTemplate(
91	      { productId, productName: policyOrder.productName },
92	      'quote_email',
93	      organizationId,
94	      locale,
95	    ));
96	  if (!template) {
97	    request.log.warn(

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/bundleWelcomeEmailService.ts","offset":100,"limit":8}

100	    for (const policy of policyOrders) {
101	      const docLocale = typeof policy.requestHeaders?.locale === 'string'
102	        ? policy.requestHeaders.locale
103	        : undefined;
104	      const docTemplate = await findActiveProductTemplate({ productId: policy.productId, productName: policy.productName }, 'insurance_certificate', organizationId, docLocale);
105	      if (!docTemplate) continue;
106	      try {
107	        const policyTemplateData = await prepareTemplateData(policy, request);

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyMessageService.ts","offset":246,"limit":9}

246	      const product = policyOrder.productId
247	        ? await Product.findByPk({ organizationId }, policyOrder.productId, {
248	            include: [{ model: Insurer, as: 'insurer', attributes: ['name', 'email'] }],
249	          })
250	        : null;
251	      const emailTemplate = product
252	        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)
253	        : null;
254	

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/acceptanceEmailService.ts","old_string":"  const template = await findActiveProductTemplate(\n    { productId, productName: policyOrder.productName },\n    'quote_email',\n    organizationId,\n    resolvedLocale,\n  );","new_string":"  const template = await findActiveProductTemplate(\n    { productId, productName: policyOrder.productName },\n    'quote_email',\n    organizationId,\n    resolvedLocale,\n    policyOrder.outletId,\n  );"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/acceptanceEmailService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentRetryEmailService.ts","old_string":"      emailTemplate = await findActiveProductTemplate({ productId: first.productId, productName: first.productName }, 'payment_retry_email', first.organizationId, policyLocale);","new_string":"      emailTemplate = await findActiveProductTemplate({ productId: first.productId, productName: first.productName }, 'payment_retry_email', first.organizationId, policyLocale, first.outletId);"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentRetryEmailService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentInviteEmailService.ts","old_string":"    (await findActiveProductTemplate(\n      { productId, productName: policyOrder.productName },\n      'payment_invite_email',\n      organizationId,\n      locale,\n    )) ||\n    (await findActiveProductTemplate(\n      { productId, productName: policyOrder.productName },\n      'quote_email',\n      organizationId,\n      locale,\n    ));","new_string":"    (await findActiveProductTemplate(\n      { productId, productName: policyOrder.productName },\n      'payment_invite_email',\n      organizationId,\n      locale,\n      policyOrder.outletId,\n    )) ||\n    (await findActiveProductTemplate(\n      { productId, productName: policyOrder.productName },\n      'quote_email',\n      organizationId,\n      locale,\n      policyOrder.outletId,\n    ));"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/paymentInviteEmailService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/bundleWelcomeEmailService.ts","old_string":"      const docTemplate = await findActiveProductTemplate({ productId: policy.productId, productName: policy.productName }, 'insurance_certificate', organizationId, docLocale);","new_string":"      const docTemplate = await findActiveProductTemplate({ productId: policy.productId, productName: policy.productName }, 'insurance_certificate', organizationId, docLocale, policy.outletId);"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/bundleWelcomeEmailService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyMessageService.ts","old_string":"      const emailTemplate = product\n        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId)\n        : null;","new_string":"      const emailTemplate = product\n        ? await findActiveProductTemplate({ productId: product.id, productName: product.productName }, 'policy_message_email', organizationId, undefined, policyOrder.outletId)\n        : null;"}

The file /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template/src/services/policyMessageService.ts has been updated successfully. (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ndocker compose exec -T api npx tsc --noEmit 2>&1 | head -20; echo \"api tsc exit=${PIPESTATUS[0]}\"","description":"Re-run API tsc after wiring all callers"}

api tsc exit=

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\nfor i in $(seq 1 30); do\n  code=$(curl -fsS -m 5 -o /dev/null -w \"%{http_code}\" http://localhost:4015/v1/health 2>/dev/null || echo 000)\n  [ \"$code\" = \"200\" ] && { echo \"API healthy (try $i)\"; break; }\n  sleep 2\ndone\necho \"api=$(curl -fsS -m5 -o /dev/null -w '%{http_code}' http://localhost:4015/v1/health 2>/dev/null)\"\necho \"portal=$(curl -fsS -m5 -o /dev/null -w '%{http_code}' http://localhost:3015/ 2>/dev/null)\"\necho \"embed=$(curl -fsS -m5 -o /dev/null -w '%{http_code}' http://localhost:3115/ 2>/dev/null)\"","description":"Wait for API health + verify all three services"}

API healthy (try 1)
api=200
portal=200
embed=200

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\necho \"=== TEST_USER_PASSWORD / JWT secret in .env ===\"; rg -n \"TEST_USER_PASSWORD|JWT|SECRET|HS256|TEST_USER_EMAIL\" .env 2>/dev/null | sed 's/=.*/=SET/'\necho \"=== auth.setup.ts approach ===\"; rg -n \"auth-storage|localStorage|storageState|TEST_USER|sign\\(|jwt|addInitScript|setItem\" tests/auth.setup.ts 2>/dev/null | head -20\necho \"=== seeded auth json keys ===\"; cat playwright/.auth/user.json 2>/dev/null | head -c 400; echo","description":"Gather portal auth mechanism + secrets"}

=== TEST_USER_PASSWORD / JWT secret in .env ===
22:TEST_USER_EMAIL=SET
23:TEST_USER_PASSWORD=SET
26:SHERPA_TEST_CLIENT_SECRET=SET
=== auth.setup.ts approach ===
9:  const testEmail = process.env.TEST_USER_EMAIL || '';
10:  const testPassword = process.env.TEST_USER_PASSWORD || '';
14:    const storageState = JSON.parse(fs.readFileSync(authFile, 'utf-8'));
15:    await context.addCookies(storageState.cookies || []);
65:        await page.context().storageState({ path: authFile });
=== seeded auth json keys ===
{
  "cookies": [
    {
      "name": "x-ms-gateway-slice",
      "value": "estsfd",
      "domain": "login.microsoftonline.com",
      "path": "/",
      "expires": -1,
      "httpOnly": true,
      "secure": true,
      "sameSite": "None"
    },
    {
      "name": "stsservicecookie",
      "value": "estsfd",
      "domain": "login.microsoftonline.com",
      "path": "/",
      "expires": -1,

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\nSHERPA_PORTAL_HTTP=http://localhost:3015 npx playwright test --project=setup --reporter=line 2>&1 | tail -20","description":"Run auth setup against portal 3015","timeout":180000}

Running 1 test using 1 worker

[1/1] [setup] › tests/auth.setup.ts:7:6 › authenticate
[setup] › tests/auth.setup.ts:7:6 › authenticate
Account picker detected, clicking existing account

Login successful, saving storage state

  1 passed (8.7s)

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/proof/outlet-templates-proof.mjs","content":"// Browser proof for ticket #263 — per-outlet documents & templates.\n// Seeds data via the API (client creds), then drives the REAL portal UI to\n// show the outlet scope selector + inherit/override states + override editor,\n// capturing screenshots into the portal worktree's .auto-proof/.\n//\n// Run: node --env-file=.env proof/outlet-templates-proof.mjs\nimport { chromium } from '@playwright/test';\nimport fs from 'node:fs';\n\nconst API = process.env.SHERPA_API_HTTP || 'http://localhost:4015';\nconst PORTAL = process.env.SHERPA_PORTAL_HTTP || 'http://localhost:3015';\nconst CLIENT_ID = process.env.SHERPA_TEST_CLIENT_ID;\nconst CLIENT_SECRET = process.env.SHERPA_TEST_CLIENT_SECRET;\nconst PROOF_DIR = '/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/.auto-proof';\nconst AUTH = `Client ${CLIENT_ID}:${CLIENT_SECRET}`;\nconst runId = Date.now();\n\nfs.mkdirSync(PROOF_DIR, { recursive: true });\n\nconst api = async (method, path, body) => {\n  const res = await fetch(`${API}${path}`, {\n    method,\n    headers: { Authorization: AUTH, 'Content-Type': 'application/json' },\n    body: body ? JSON.stringify(body) : undefined,\n  });\n  const text = await res.text();\n  let json;\n  try { json = JSON.parse(text); } catch { json = text; }\n  if (!res.ok) throw new Error(`${method} ${path} -> ${res.status}: ${text.slice(0, 300)}`);\n  return json;\n};\n\nconst terms = (marker) => ({\n  name: `terms_${runId}`,\n  title: 'Terms & Conditions',\n  templateType: 'terms_conditions',\n  content: `<html><body><section style=\"font-family:sans-serif\"><h1>${marker}</h1><p>These are the ${marker} terms.</p></section></body></html>`,\n  contentType: 'html',\n  active: true,\n});\n\nconst main = async () => {\n  console.log('Seeding data via API…');\n  const product = (await api('POST', '/v1/plus/products', {\n    productName: `proof_outlet_tmpl_${runId}`,\n    productTitle: `Per-Outlet Docs Demo ${runId}`,\n    insuranceType: 'travel',\n    country: 'NO',\n    currency: 'NOK',\n  })).data;\n  const productId = product.id;\n\n  const mkOutlet = async (name, ref, logoUrl, color) =>\n    (await api('POST', '/v1/plus/outlets', {\n      name, externalRef: `${ref}_${runId}`, status: 'active',\n      brandingMetadata: logoUrl ? { logoUrl, color } : undefined,\n    })).data;\n\n  const oslo = await mkOutlet('Emil Frey Oslo', 'oslo', 'https://dummyimage.com/200x60/c81e1e/ffffff&text=Emil+Frey+Oslo', '#c81e1e');\n  const bergen = await mkOutlet('Toyota Bergen', 'bergen', 'https://dummyimage.com/200x60/1e40af/ffffff&text=Toyota+Bergen', '#1e40af');\n  await mkOutlet('Independent Trondheim', 'trondheim'); // no branding/overrides\n\n  await api('POST', `/v1/plus/templates/products/${productId}`, terms('PRODUCT DEFAULT'));\n  await api('POST', `/v1/plus/templates/products/${productId}`, { ...terms('EMIL FREY OSLO'), outletId: oslo.id });\n  await api('POST', `/v1/plus/templates/products/${productId}`, { ...terms('TOYOTA BERGEN'), outletId: bergen.id });\n  console.log(`Seeded product ${productId} with default + 2 outlet overrides + 1 plain outlet.`);\n\n  const browser = await chromium.launch({ headless: true });\n  const context = await browser.newContext({\n    storageState: 'playwright/.auth/user.json',\n    viewport: { width: 1440, height: 1000 },\n  });\n  const page = await context.newPage();\n\n  const consoleErrors = [];\n  const failedRequests = [];\n  page.on('console', (m) => { if (m.type() === 'error') consoleErrors.push(m.text()); });\n  page.on('requestfailed', (r) => failedRequests.push(`${r.method()} ${r.url()} — ${r.failure()?.errorText}`));\n\n  const shot = async (name) => {\n    await page.screenshot({ path: `${PROOF_DIR}/${name}.png`, fullPage: true });\n    console.log(`  saved ${name}.png`);\n  };\n\n  console.log('Driving portal UI…');\n  await page.goto(`${PORTAL}/products/${productId}/templates`, { waitUntil: 'networkidle' });\n  await page.getByRole('heading', { name: 'Templates' }).first().waitFor({ state: 'visible', timeout: 20000 });\n  // Scope selector should be present (org has active outlets).\n  const scope = page.locator('#template-scope');\n  await scope.waitFor({ state: 'visible', timeout: 15000 });\n  await shot('01-templates-product-default-scope');\n\n  // Select Emil Frey Oslo → its terms is \"Overridden\".\n  await scope.selectOption({ label: 'Emil Frey Oslo' });\n  await page.locator('tr[data-template-type=\"terms_conditions\"] [data-override-state=\"overridden\"]').first()\n    .waitFor({ state: 'visible', timeout: 15000 });\n  await shot('02-outlet-oslo-overridden');\n\n  // Select Independent Trondheim → inherits the product default.\n  await scope.selectOption({ label: 'Independent Trondheim' });\n  await page.locator('tr[data-template-type=\"terms_conditions\"] [data-override-state=\"inherited\"]').first()\n    .waitFor({ state: 'visible', timeout: 15000 });\n  await shot('03-outlet-trondheim-inherits-default');\n\n  // Open Oslo's override in the editor → override banner.\n  await scope.selectOption({ label: 'Emil Frey Oslo' });\n  await page.getByRole('button', { name: /Edit override/i }).first().click();\n  await page.getByText(/editing a per-outlet override/i).waitFor({ state: 'visible', timeout: 20000 });\n  await shot('04-override-editor-banner');\n\n  await browser.close();\n\n  console.log('\\nConsole errors:', consoleErrors.length ? consoleErrors : 'none');\n  console.log('Failed requests:', failedRequests.length ? failedRequests : 'none');\n  console.log(`\\nProductId for embed proof: ${productId}`);\n  console.log(`OutletIds: oslo=${oslo.id} bergen=${bergen.id}`);\n  fs.writeFileSync(`${PROOF_DIR}/proof-context.json`, JSON.stringify({ productId, oslo: oslo.id, bergen: bergen.id, consoleErrors, failedRequests }, null, 2));\n};\n\nmain().catch((e) => { console.error('PROOF FAILED:', e); proc

File created successfully at: /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/proof/outlet-templates-proof.mjs (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\nnode --env-file=.env proof/outlet-templates-proof.mjs 2>&1 | tail -30","description":"Run portal browser proof script","timeout":180000}

Seeding data via API…
PROOF FAILED: Error: POST /v1/plus/products -> 400: {"error":{"message":"body must have required property 'productType'","validation":[{"instancePath":"","schemaPath":"#/allOf/0/required","keyword":"required","params":{"missingProperty":"productType"},"message":"must have required property 'productType'"}],"validationContext":"body"}}
    at api (file:///Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/proof/outlet-templates-proof.mjs:29:22)
    at process.processTicksAndRejections (node:internal/process/task_queues:104:5)
    at async main (file:///Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/proof/outlet-templates-proof.mjs:44:20)

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/tests/plus-insurance/helpers/test-data.ts"}

1	export const ORGANIZATION_ID = '22222222-2222-2222-2222-222222222222';
2	
3	const timestamp = Date.now();
4	export const productData = {
5	  productTitle: `Extended Warranty Insurance ${timestamp}`,
6	  productName: `extended_warranty_${timestamp}`,
7	  productDescription: 'Test Product automatically created for testing purposes',
8	  country: 'US',
9	  productType: 'extended_warranty',
10	  currency: 'USD',
11	  active: true,
12	  version: 1,
13	  startDate: '2026-01-08',
14	  endDate: null,
15	  isEmbedded: true,
16	  primaryProductTitle: 'Loans',
17	  productId: null,
18	  organizationId: ORGANIZATION_ID,
19	  policyNumberPrefix: 'P',
20	  policyNumberSequence: '100010000000',
21	  autoCreatePolicy: false,
22	  sendEmails: true,
23	  renewalWindowDays: 30,
24	  currencyPosition: 'prefix',
25	  decimalSeparator: '.',
26	  groupSeparator: ',',
27	  dateFormat: 'MM-DD-YYYY',
28	};
29	
30	export const commissionData = (productId: number) => ({
31	  productId,
32	  name: 'Commissions',
33	  baselineCommissionPercentage: 20,
34	  parties: [
35	    {
36	      partyType: 'ORGANIZATION',
37	      referenceId: ORGANIZATION_ID,
38	      basePercentage: 10,
39	      priority: 1,
40	    },
41	    {
42	      partyType: 'GANGKHAR',
43	      referenceId: null,
44	      basePercentage: 10,
45	      priority: 2,
46	    },
47	  ],
48	  allocationRules: {
49	    positive: {
50	      ruleType: 'PROPORTIONAL_DISTRIBUTION',
51	      name: 'Proportional Increase',
52	      description: 'Allocate commission increase will be allocated proportionally based on each party\'s base percentage',
53	    },
54	    negative: {
55	      ruleType: 'PROPORTIONAL_DISTRIBUTION',
56	      name: 'Proportional Reduction',
57	      description: 'Allocate commission reduction will be allocated proportionally based on each party\'s base percentage',
58	    },
59	  },
60	});
61	
62	export const productSettings = [
63	  {
64	    value: 'tableDefinedPremiums',
65	    name: 'pricingMode',
66	    label: 'Pricing Calculation Mode',
67	    description: 'How premium and fees/taxes are calculated',
68	    type: 'select',
69	    options: [
70	      { label: 'Percentage Tax', value: 'percentageTax' },
71	      { label: 'Table-Defined Premiums', value: 'tableDefinedPremiums' },
72	    ],
73	    active: true,
74	  },
75	  {
76	    value: true,
77	    name: 'autoRenew',
78	    label: 'Auto Renewal',
79	    description: 'Whether to automatically renew the policy',
80	    type: 'boolean',
81	    options: null,
82	    active: true,
83	  },
84	  {
85	    value: 'year',
86	    name: 'policyTerm',
87	    label: 'Policy Term',
88	    description: 'The term of the policy',
89	    type: 'select',
90	    options: [
91	      { label: 'Monthly', value: 'month' },
92	      { label: 'Quarterly', value: 'quarter' },
93	      { label: 'Yearly', value: 'year' },
94	      { label: 'One Time', value: 'one-time' },
95	      { label: 'Daily', value: 'day' },
96	      { label: '2 Years', value: '2year' },
97	      { label: '3 Years', value: '3year' },
98	      { label: '4 Years', value: '4year' },
99	      { label: '5 Years', value: '5year' },
100	      { label: '6 Years', value: '6year' },
101	      { label: '7 Years', value: '7year' },
102	      { label: '8 Years', value: '8year' },
103	      { label: '9 Years', value: '9year' },
104	      { label: '10 Years', value: '10year' },
105	      { label: 'Ongoing', value: 'ongoing' },
106	    ],
107	    active: true,
108	  },
109	  {
110	    value: ['month'],
111	    name: 'premiumPaymentFrequency',
112	    label: 'Payment Frequency Options',
113	    description: 'What Payment Frequency Options are available?',
114	    type: 'multiSelect',
115	    options: [
116	      { label: 'Monthly', value: 'month', base: true, adjustment: 0 },
117	      { label: 'Quarterly', value: 'quarter', base: false, adjustment: 0 },
118	      { label: 'Yearly', value: 'year', base: false, adjustment: 0 },
119	      { label: 'One Time', value: 'one-time', base: false, adjustment: 0 },
120	      { label: 'Daily', value: 'day', base: false, adjustment: 0 },
121	    ],
122	    active: true,
123	  },
124	  {
125	    value: ['ANNIVERSARY'],
126	    name: 'billingCycleAlignment',
127	    label: 'Billing Cycle Alignment',
128	    description: 'Should the billing cycle follow the policy start date or a specific day of the month?',
129	    type: 'select',
130	    options: [
131	      { label: 'Anniversary (Policy Start Date)', value: 'ANNIVERSARY' },
132	      { label: 'Fixed Day of Month', value: 'FIXED_DAY' },
133	    ],
134	    active: true,
135	  },
136	  {
137	    value: 1,
138	    name: 'billingFixedAnchorDay',
139	    label: 'Fixed Billing Day',
140	    description: 'Which day of the month should the bill be generated? (1-28)',
141	    type: 'number',
142	    options: null,
143	    parentId: 59,
144	    active: true,
145	  },
146	  {
147	    value: ['basePremium', 'premiumWithoutTax', 'premiumWithTax'],
148	    name: 'priceTypes',
149	    label: 'Premium Types',
150	    description: 'What premium types should be available?',
151	    type: 'multiSelect',
152	    options: [
153	      { label: 'Base Premium', value: 'basePremium' },
154	      { label: 'Net Premium', value: 'premiumWithoutTax' },
155	      { label: 'Total Premium', value: 'premiumWithTax' },
156	    ],
157	    parentId: 55,
158	    active: true,
159	  },
160	];
161	
162	export const quoteParameters = (categoryId: number) => ({
163	  parameters: [
164	    {
165	      name: 'gender',
166	      label: 'Gender',
167	      type: 'select',
168	      required: true,
169	      defaultValue: '',
170	      enumValues: ['male', 'female', 'other'],
171	      options: [
172	        { value: 'male', label: 'Male' },
173	        { value: 'female', label: 'Female' },
174	        { value: 'other', label: 'Other' },
175	      ],
176	      pattern: '',
177	      description: 'Gender identifier',
178	      order: 1,
179	      quoteParameterCategoryId: categoryId,
180	      path: 'personal.gender',
181	    },
182	    {
183	      name: 'birthDate',
184	      label: 'Date of Birth',
185	      type: 'date',
186	      required: true,
187	      defaultValue: '',
188	      enumValues: [],
189	      options: [],
190	      pattern: '^\\d{4}-\\d{2}-\\d{2}$',
191	      description: 'Date of birth in ISO 8601-1:2019 format',
192	      order: 2,
193	      quoteParameterCategoryId: categoryId,
194	      path: 'personal.birthDate',
195	    },
196	  ],
197	});
198	
199	export const coverageImportData = (productId: number, productPlanId: number) => ({
200	  data: {
201	    coverages: [
202	      {
203	        code: '11',
204	        name: 'Death',
205	        title: 'Passing from any cause',
206	        description: '',
207	        active: true,
208	        included: false,
209	        terms: null,
210	        minIssueAge: 18,
211	        maxIssueAge: 70,
212	        maturityAge: 71,
213	        baseCoverage: false,
214	        amountType: 'Value',
215	        coverageAmount: '0',
216	        minCoverageAmount: null,
217	        maxCoverageAmount: null,
218	        exclusionType: '',
219	        exclusionPeriod: 0,
220	        waitingPeriod: 30,
221	        coverageFormula: null,
222	      },
223	      {
224	        code: '12',
225	        name: 'Disablity',
226	        title: 'Total and Permanent Disability',
227	        description: '',
228	        active: true,
229	        included: true,
230	        terms: null,
231	        minIssueAge: 18,
232	        maxIssueAge: 70,
233	        maturityAge: 70,
234	        baseCoverage: true,
235	        amountType: 'Value',
236	        coverageAmount: '200000',
237	        minCoverageAmount: null,
238	        maxCoverageAmount: null,
239	        exclusionType: 'Pre-existing condition',
240	        exclusionPeriod: 730,
241	        waitingPeriod: 0,
242	        coverageFormula: null,
243	      },
244	      {
245	        code: '11',
246	        name: 'Death',
247	        title: 'Passing from any cause',
248	        description: '',
249	  

{"replace_all":false,"file_path":"/Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/proof/outlet-templates-proof.mjs","old_string":"  const product = (await api('POST', '/v1/plus/products', {\n    productName: `proof_outlet_tmpl_${runId}`,\n    productTitle: `Per-Outlet Docs Demo ${runId}`,\n    insuranceType: 'travel',\n    country: 'NO',\n    currency: 'NOK',\n  })).data;\n  const productId = product.id;","new_string":"  const product = (await api('POST', '/v1/plus/products', {\n    productTitle: `Per-Outlet Docs Demo ${runId}`,\n    productName: `proof_outlet_tmpl_${runId}`,\n    productDescription: 'Demo product for per-outlet documents & templates (#263)',\n    country: 'US',\n    productType: 'extended_warranty',\n    currency: 'USD',\n    active: true,\n    version: 1,\n    startDate: '2026-01-08',\n    endDate: null,\n    isEmbedded: true,\n    primaryProductTitle: 'Loans',\n    productId: null,\n    policyNumberPrefix: 'P',\n    policyNumberSequence: '100010000000',\n    autoCreatePolicy: false,\n    sendEmails: true,\n    renewalWindowDays: 30,\n    currencyPosition: 'prefix',\n    decimalSeparator: '.',\n    groupSeparator: ',',\n    dateFormat: 'MM-DD-YYYY',\n  })).data;\n  const productId = product.id;"}

The file /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template/proof/outlet-templates-proof.mjs has been updated successfully. (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\nnode --env-file=.env proof/outlet-templates-proof.mjs 2>&1 | tail -30","description":"Re-run portal browser proof","timeout":180000}

Seeding data via API…
Seeded product 320 with default + 2 outlet overrides + 1 plain outlet.
Driving portal UI…
  saved 01-templates-product-default-scope.png
  saved 02-outlet-oslo-overridden.png
  saved 03-outlet-trondheim-inherits-default.png
  saved 04-override-editor-banner.png

Console errors: none
Failed requests: none

ProductId for embed proof: 320
OutletIds: oslo=f53e2f10-474c-435e-969e-20386b727694 bergen=0a795c39-090d-4aa4-8499-eae45ad7f522

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/.auto-proof/01-templates-product-default-scope.png"}

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/.auto-proof/02-outlet-oslo-overridden.png"}

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/.auto-proof/03-outlet-trondheim-inherits-default.png"}

{"file_path":"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/.auto-proof/04-override-editor-banner.png"}

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\necho \"=== existing acceptance/offer flow specs/helpers ===\"\nrg -rln \"policy-acceptance|awaiting_acceptance|offerMode|acceptance-config|acceptance-pages\" tests 2>/dev/null | head\necho \"=== how specs create acceptance config (if any) ===\"\nrg -rn \"acceptance-config|acceptance-pages|acceptance-items|/accept\" tests 2>/dev/null | head -15","description":"Look for existing acceptance-flow test setup"}

=== existing acceptance/offer flow specs/helpers ===
=== how specs create acceptance config (if any) ===

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\necho \"=== how is awaiting_acceptance / offer draft created? ===\"\nrg -rn \"awaiting_acceptance\" src/controllers src/services src/routes 2>/dev/null | rg -i \"create|offer|status =|draft|=.*awaiting\" | head -15\necho \"=== routes mentioning acceptance / offer ===\"\nrg -rn \"offer|acceptance\" src/routes.ts 2>/dev/null | head\necho \"=== policy create endpoints ===\"\nrg -rn \"fastify.post\\(|app.post\\(\" src/routes/policyOrderRoutes.ts 2>/dev/null | head","description":"Assess feasibility of creating a draft awaiting_acceptance policy"}

=== how is awaiting_acceptance / offer draft created? ===
src/controllers/policyOrderController.ts:    // A draft created for customer acceptance (status n) does
src/controllers/policyOrderController.ts:const ACCEPT_DRAFT_STATUS = 'n';
=== routes mentioning acceptance / offer ===
=== policy create endpoints ===

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\nfor i in $(seq 1 20); do\n  code=$(curl -fsS -m 5 -o /dev/null -w \"%{http_code}\" http://localhost:4015/v1/health 2>/dev/null || echo 000)\n  [ \"$code\" = \"200\" ] && { echo \"API healthy (try $i)\"; break; }\n  sleep 2\ndone\necho \"api=$(curl -fsS -m5 -o /dev/null -w '%{http_code}' http://localhost:4015/v1/health 2>/dev/null) portal=$(curl -fsS -m5 -o /dev/null -w '%{http_code}' http://localhost:3015/ 2>/dev/null) embed=$(curl -fsS -m5 -o /dev/null -w '%{http_code}' http://localhost:3115/ 2>/dev/null)\"\ncd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\nrm -f \"/Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template/.auto-proof/proof-context.json\"\necho \"=== final spec run ===\"; npx playwright test tests/plus-insurance/10-per-outlet-templates.spec.ts --project=plus-insurance --reporter=line 2>&1 | tail -5","description":"Final stack health + spec regression"}

API healthy (try 1)
api=200 portal=200 embed=200
=== final spec run ===
[3/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:101:7 › Per-outlet document templates — override & fallback (#263) › list scope separates product defaults from per-outlet overrides
[4/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:120:7 › Per-outlet document templates — override & fallback (#263) › resolves outlet override → product default at render time
[5/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:136:7 › Per-outlet document templates — override & fallback (#263) › editing the product default does not clobber outlet overrides
[6/6] [plus-insurance] › tests/plus-insurance/10-per-outlet-templates.spec.ts:155:7 › Per-outlet document templates — override & fallback (#263) › deleting an override reverts that outlet to the product default
  6 passed (1.8s)

{"command":"for d in sherpa-api sherpa-portal sherpa-embed sherpa-test; do\n  wt=\"/Users/bakker/dev/gangkhar/${d}-portal-263-per-outlet-documents-template\"\n  echo \"=== $d ===\"\n  cd \"$wt\"\n  echo \"branch: $(git branch --show-current)\"\n  git status --porcelain | head -20\n  echo\ndone","description":"Check git status of all four worktrees"}

=== sherpa-api ===
branch: auto/portal-263-per-outlet-documents-template
 M src/controllers/customerTemplateController.ts
 M src/controllers/policyOrderController.ts
 M src/controllers/templateController.ts
 M src/models/internal/_ProductTemplate.ts
 M src/models/productTemplateHelpers.ts
 M src/schemas/customerTemplate.schemas.ts
 M src/schemas/plus/template.schemas.ts
 M src/schemas/typebox/product/ProductTemplate.ts
 M src/services/acceptanceEmailService.ts
 M src/services/bundleWelcomeEmailService.ts
 M src/services/paymentInviteEmailService.ts
 M src/services/paymentRetryEmailService.ts
 M src/services/policyAcceptanceService.ts
 M src/services/policyMessageService.ts
 M src/services/welcomeEmailService.ts
?? src/db/migrations/2026.06.01T00.00.01.add-outlet-id-to-product-templates.ts
?? src/services/outletBrandingService.ts

=== sherpa-portal ===
branch: auto/portal-263-per-outlet-documents-template
 M app/components/products/templates/TemplatesTab.tsx
 M app/products/[id]/templates/[templateId]/page.tsx
 M app/services/templateService.ts
 M app/types/template.ts
?? .auto-proof/
?? app/components/products/templates/OutletTemplateOverrides.tsx

=== sherpa-embed ===
branch: auto/portal-263-per-outlet-documents-template
 M src/components/AcceptancePage.css
 M src/components/AcceptancePage.tsx
 M src/types/config.ts

=== sherpa-test ===
branch: auto/portal-263-per-outlet-documents-template
?? proof/
?? tests/plus-insurance/10-per-outlet-templates.spec.ts

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-api-portal-263-per-outlet-documents-template\ngit add -A\ngit commit -q -F - <<'EOF'\nfeat(templates): per-outlet document & template overrides (#263)\n\nAdd an outlet override layer on top of product-default templates within a\nsingle product — no product duplication. A ProductTemplate with outletId NULL\nis the product default; a value is a per-outlet override.\n\n- Migration: nullable outletId FK on ProductTemplates + outlet-aware partial\n  unique indexes (one default + one per outlet for name and active-per-type).\n- findActiveProductTemplate resolves outlet override -> product default per\n  locale (most specific wins; missing override silently inherits default).\n- Template CRUD scoped by outlet: creating/activating an override never\n  deactivates the product default; the \"keep one active\" guard and delete\n  guard protect only product defaults, so deleting an override reverts the\n  outlet to inheriting the default.\n- Resolution wired at render/send time using the policy/quote outletId:\n  acceptance screen (terms), welcome/renewal/suspension/reinstatement emails,\n  certificate PDF, acceptance/payment-retry/payment-invite/bundle-welcome/\n  policy-message emails. Claims are not outlet-attributed in the data model,\n  so claim emails inherit org/product defaults.\n- Outlet branding (logo/accent/name) injected into email template data and\n  the acceptance-screen response, with outlet override -> organization default\n  fallback (new outletBrandingService).\n\nCo-Authored-By: Claude Opus 4.8 (1M context) <[email protected]>\nEOF\necho \"api committed: $(git rev-parse --short HEAD)\"","description":"Commit sherpa-api changes"}

api committed: d55fb795

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template\ngit add -A\ngit commit -q -F - <<'EOF'\nfeat(templates): per-outlet override scope selector + inherit/override UI (#263)\n\nExtend the product template editor with an outlet scope selector. Selecting an\noutlet shows, per document type, whether it inherits the product default or is\noverridden, with actions to customize (clone the default into an outlet\noverride), edit the override, or reset to default (delete the override).\n\n- New OutletTemplateOverrides component: outlet branding header (logo/accent),\n  inherit/override table, customize/edit/reset actions with confirm dialog.\n- TemplatesTab: scope selector (products only), fetches active outlets, hides\n  Create in outlet scope, leaves the bundle/default flow unchanged.\n- Template editor shows an \"editing a per-outlet override\" banner so the scope\n  and no-clobber guarantee are explicit.\n- templateService threads outletId; ProductTemplate type gains locale/outletId.\n- Browser-proof screenshots of the override UI under .auto-proof/.\n\nCo-Authored-By: Claude Opus 4.8 (1M context) <[email protected]>\nEOF\necho \"portal committed: $(git rev-parse --short HEAD)\"","description":"Commit sherpa-portal changes + proof"}

portal committed: 389e4fd

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-embed-portal-263-per-outlet-documents-template\ngit add -A\ngit commit -q -F - <<'EOF'\nfeat(acceptance): render per-outlet logo & accent on the acceptance screen (#263)\n\nThe acceptance view now carries outlet-resolved branding (outlet override ->\norganization default). Render the outlet logo in the header and apply the\noutlet accent color via --sherpa-primary, so two outlets on one product show\ndistinct identities. Safe when branding is absent.\n\nCo-Authored-By: Claude Opus 4.8 (1M context) <[email protected]>\nEOF\necho \"embed committed: $(git rev-parse --short HEAD)\"","description":"Commit sherpa-embed changes"}

embed committed: 7252a7f

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-test-portal-263-per-outlet-documents-template\ngit add -A\ngit commit -q -F - <<'EOF'\ntest(plus): per-outlet template override & fallback spec + browser proof (#263)\n\nAPI spec proving the acceptance criteria: two outlets render different T&Cs,\na third with no override inherits the product default, and editing the product\ndefault never clobbers an outlet override. Also covers list-scope separation\nand reset-to-default. Plus a Playwright proof script driving the portal\noverride UI for screenshots.\n\nCo-Authored-By: Claude Opus 4.8 (1M context) <[email protected]>\nEOF\necho \"test committed: $(git rev-parse --short HEAD)\"","description":"Commit sherpa-test spec + proof script"}

test committed: 72dda74

{"command":"BRANCH=auto/portal-263-per-outlet-documents-template\nfor d in sherpa-api sherpa-portal sherpa-embed sherpa-test; do\n  wt=\"/Users/bakker/dev/gangkhar/${d}-portal-263-per-outlet-documents-template\"\n  echo \"=== pushing $d ===\"\n  cd \"$wt\"\n  git push -u origin \"$BRANCH\" 2>&1 | tail -4\n  echo\ndone","description":"Push branch for all four repos"}

=== pushing sherpa-api ===
remote: 
To github.com:gangkharai/sherpa-api.git
 * [new branch]        auto/portal-263-per-outlet-documents-template -> auto/portal-263-per-outlet-documents-template
branch 'auto/portal-263-per-outlet-documents-template' set up to track 'origin/auto/portal-263-per-outlet-documents-template'.

=== pushing sherpa-portal ===
remote: 
To github.com:gangkharai/sherpa-portal.git
 * [new branch]      auto/portal-263-per-outlet-documents-template -> auto/portal-263-per-outlet-documents-template
branch 'auto/portal-263-per-outlet-documents-template' set up to track 'origin/auto/portal-263-per-outlet-documents-template'.

=== pushing sherpa-embed ===
remote: 
To github.com:gangkharai/sherpa-embed.git
 * [new branch]      auto/portal-263-per-outlet-documents-template -> auto/portal-263-per-outlet-documents-template
branch 'auto/portal-263-per-outlet-documents-template' set up to track 'origin/auto/portal-263-per-outlet-documents-template'.

=== pushing sherpa-test ===
remote: 
To github.com:gangkharai/sherpa-test.git
 * [new branch]      auto/portal-263-per-outlet-documents-template -> auto/portal-263-per-outlet-documents-template
branch 'auto/portal-263-per-outlet-documents-template' set up to track 'origin/auto/portal-263-per-outlet-documents-template'.

{"file_path":"/tmp/issue-263-comment.md","content":"### ▶ Open live: http://localhost:3015\n\nImplemented **per-outlet documents & templates within a single product** — full-stack across **api + portal + embed + test**, no product duplication. Live worktree set is left running for review (open it from the dashboard: http://localhost:7777).\n\n## ✅ What changed\n\n**sherpa-api** (`auto/portal-263-per-outlet-documents-template`)\n- `ProductTemplates` gains a nullable `outletId` (NULL = product default, a value = a per-outlet override). Migration adds **outlet-aware partial unique indexes** so a default and an override of the same type/name coexist, and there's still exactly one active default + one active override per type/locale.\n- `findActiveProductTemplate` now resolves **outlet override → product default**, per locale (most specific wins; a missing override silently inherits the default).\n- Template CRUD is **outlet-scoped**: creating/activating an override never deactivates the product default; the \"keep ≥1 active\" and delete guards protect only the default, so **deleting an override reverts the outlet to inheriting the default**. Outlet ownership is validated against the caller's org (no IDOR).\n- Resolution wired at render/send time from the policy's `outlet_id`: **acceptance screen** (T&Cs), **confirmation/welcome/renewal/suspension/reinstatement emails**, **certificate PDF**, and acceptance/payment-retry/payment-invite/bundle-welcome/policy-message emails. *(Claims aren't outlet-attributed in the data model, so claim emails inherit org/product defaults.)*\n- **Outlet branding** (logo / accent / name) is injected into email template data and the acceptance-screen response, with outlet → organization fallback (`outletBrandingService`).\n\n**sherpa-portal**\n- The existing template section gets an **outlet scope selector**. Per the established override/inheritance pattern (scope switcher + explicit *inherited vs overridden* state + customize/reset — as used by Contentful/Shopify Markets/Stripe), each document type shows **“Inherits product default”** or **“Overridden”**, with **Customize for this outlet** (clones the default), **Edit override**, and **Reset to default** (deletes the override).\n- The editor shows an *“editing a per-outlet override”* banner making the no-clobber guarantee explicit.\n\n**sherpa-embed**\n- The acceptance screen renders the policy outlet's **logo + accent color** (from the API's resolved `branding`), falling back to org branding.\n\n**sherpa-test**\n- New API spec proving the acceptance criteria + a Playwright proof script driving the portal UI.\n\n## 🖥️ Browser proof (real portal UI at http://localhost:3015)\n\nCaptured headless against the running stack — **0 console errors, 0 failed requests**.\n\n**1. Scope selector on the Templates editor**\n![scope](https://github.com/gangkharai/sherpa-portal/blob/auto/portal-263-per-outlet-documents-template/.auto-proof/01-templates-product-default-scope.png?raw=true)\nhttps://github.com/gangkharai/sherpa-portal/blob/auto/portal-263-per-outlet-documents-template/.auto-proof/01-templates-product-default-scope.png\n\n**2. Outlet “Emil Frey Oslo” → T&Cs *Overridden* (with outlet accent #c81e1e + Edit/Reset)**\n![overridden](https://github.com/gangkharai/sherpa-portal/blob/auto/portal-263-per-outlet-documents-template/.auto-proof/02-outlet-oslo-overridden.png?raw=true)\nhttps://github.com/gangkharai/sherpa-portal/blob/auto/portal-263-per-outlet-documents-template/.auto-proof/02-outlet-oslo-overridden.png\n\n**3. Third outlet “Independent Trondheim” → *Inherits product default* (Customize available)**\n![inherits](https://github.com/gangkharai/sherpa-portal/blob/auto/portal-263-per-outlet-documents-template/.auto-proof/03-outlet-trondheim-inherits-default.png?raw=true)\nhttps://github.com/gangkharai/sherpa-portal/blob/auto/portal-263-per-outlet-documents-template/.auto-proof/03-outlet-trondheim-inherits-default.png\n\n**4. Override editor — banner + the outlet's distinct content (“EMIL FREY OSLO”)**\n![editor](https://github.com/gangkharai/sherpa-portal/blob/auto/portal-263-per-outlet-documents-template/.auto-proof/04-override-editor-banner.png?raw=true)\nhttps://github.com/gangkharai/sherpa-portal/blob/auto/portal-263-per-outlet-documents-template/.auto-proof/04-override-editor-banner.png\n\nThis walks the exact acceptance flow: two outlets carry their own T&Cs/branding while a third inherits the product default, and editing happens on a scoped override.\n\n**Embed acceptance screen:** the `AcceptancePage` now renders the outlet logo + accent from the API's resolved `branding`, and the API resolves the per-outlet T&Cs by `outlet_id` (proven by the spec below). A full embed funnel screenshot needs a configured `awaiting_acceptance` draft policy (acceptance config + draft + outlet attribution) — a heavy fixture not stood up here; the data + rendering layers it depends on are proven by the spec and code.\n\n## 🔁 Iterative review\nRan the iterative-review mechanism — **2 parallel Explore reviewers, 2 rounds**. Round 1 surfaced: `clone()` dropping `outletId`, the certificate path passing `outletId` into the `locale` slot (arg-order bug), the portal locale-match using a dead cast, a stuck busy-state, and unwired email callers. **All HIGH/MEDIUM fixed**; round 2 reported the portal/embed **CLEAN** and the remaining email callers were then wired (claims/quote scoped out by data model, documented). `tsc --noEmit` clean in api/portal/embed; `check:migrations` clean.\n\n## 🧪 Tests\nTargeted spec `tests/plus-insurance/10-per-outlet-templates.spec.ts` — **6/6 passing**:\n- creates per-outlet overrides without duplicating the product\n- list scope separates defaults from overrides\n- **resolves outlet override → product default** at the render endpoint (A→Oslo, B→Bergen, C→default, none→default)\n- **editing the product default does not clobber outlet overrides** (and C inherits the updated default)\n- deleting an override r

File created successfully at: /tmp/issue-263-comment.md (file state is current in your context — no need to Read it back)

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template\nenv -u GITHUB_TOKEN /opt/homebrew/bin/gh issue comment 263 -R gangkharai/sherpa-portal --body-file /tmp/issue-263-comment.md 2>&1 | tail -3","description":"Post report comment to issue #263"}

https://github.com/gangkharai/sherpa-portal/issues/263#issuecomment-4596851612

{"command":"cd /Users/bakker/dev/gangkhar/sherpa-portal-portal-263-per-outlet-documents-template\nenv -u GITHUB_TOKEN /opt/homebrew/bin/gh issue edit 263 -R gangkharai/sherpa-portal --add-label \"auto:done\" --remove-label \"auto:in-progress\" 2>&1 | tail -3\necho \"=== current labels ===\"\nenv -u GITHUB_TOKEN /opt/homebrew/bin/gh issue view 263 -R gangkharai/sherpa-portal --json labels --jq '.labels[].name' 2>&1","description":"Flip labels to done"}

https://github.com/gangkharai/sherpa-portal/issues/263
=== current labels ===
auto
auto:done