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Author SHA1 Message Date
Chris Farhood a97ad11b8b docs(GRO-106): 10DLC pilot registration runbook
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-04 01:37:54 +00:00
9 changed files with 324 additions and 216 deletions
+1
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@@ -24,6 +24,7 @@
"nodemailer": "^6.9.16",
"stripe": "^22.0.0",
"telnyx": "^1.23.0",
"zod": "^4.3.6"
},
"devDependencies": {
-6
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@@ -97,9 +97,6 @@ export async function initAuth(): Promise<void> {
window: 10,
storage: "memory",
customRules: {
"/sign-in/social": { max: 10, window: 60 },
"/sign-in/email": { max: 10, window: 60 },
"/sign-up/email": { max: 5, window: 60 },
"/get-session": false,
},
},
@@ -250,9 +247,6 @@ export async function initAuth(): Promise<void> {
window: 10,
storage: "memory",
customRules: {
"/sign-in/social": { max: 10, window: 60 },
"/sign-in/email": { max: 10, window: 60 },
"/sign-up/email": { max: 5, window: 60 },
"/get-session": false,
},
},
+3 -9
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@@ -72,15 +72,9 @@ test.describe("Portal Data Integrity", () => {
});
test("billing section renders without JS errors", async ({ page }) => {
// Mock portal billing endpoints
await page.route("**/api/portal/config**", (route) =>
route.fulfill({ json: { stripePublishableKey: "" } })
);
await page.route("**/api/portal/invoices**", (route) =>
route.fulfill({ json: [] })
);
await page.route("**/api/portal/payment-methods**", (route) =>
route.fulfill({ json: [] })
// Mock billing endpoint
await page.route("**/api/billing**", (route) =>
route.fulfill({ json: { invoices: [], balanceCents: 0 } })
);
const consoleErrors: string[] = [];
+309
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@@ -0,0 +1,309 @@
# 10DLC Pilot Tenant Registration Runbook
Authored for [GRO-106](/GRO/issues/GRO-106) Phase 1.
---
## Pre-Flight Checklist
Before starting Telnyx registration, collect the following:
| Item | Details |
|------|---------|
| Legal business name | Exact name on EIN / business registration |
| EIN (Employer Identification Number) | 9-digit IRS format: XX-XXXXXXX |
| Business type | Sole Proprietor / LLC / Corporation |
| Primary contact email | General contact address (postmaster@, info@, etc.) |
| Primary contact phone | Direct line for carrier verification |
| Website URL | Must be live and contain privacy policy |
| Sample message templates | See [Sample Templates](#sample-message-templates) below |
| Messaging use case | Customer Care / Account Notification |
---
## Step 1 — Telnyx Account Requirements
- Active Telnyx account with billing configured.
- Role required: **Admin** or **Super User** to register brands and campaigns.
---
## Step 2 — Brand Registration
### Via Telnyx Console
1. Log in to [Telnyx Portal](https://portal.telnyx.com).
2. Navigate to **Messaging → A2P 10DLC → Brands**.
3. Click **Register Brand**.
4. Fill in:
- **Brand Name**: Legal business name
- **Legal Company Name**: Exact EIN name
- **Company Type**: Select from dropdown
- **EIN**: XX-XXXXXXX
- **Primary Contact**: Name, email, phone
- **Website**: Must be accessible
- **BusinessVertical**: Select appropriate vertical
5. Acknowledge the **Terms of Service**.
6. Submit.
### Via API
```bash
curl -X POST https://api.telnyx.com/v2/10dlc/brands \
-H "Authorization: Bearer $TELNYX_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"name": "Your Legal Business Name",
"legal_company_name": "Your Legal Business Name",
"company_type": "llc",
"ein": "XX-XXXXXXX",
"primary_contact": {
"name": "Jane Doe",
"email": "compliance@example.com",
"phone": "+13125551000"
},
"website": "https://www.example.com",
"business_vertical": "FINANCE_INSURANCE_BANKING"
}'
```
**Response fields to record:**
- `brand_id` — required for campaign registration
- `brand_score` — affects campaign vetting speed
### Expected Fees
| Fee Type | Amount |
|----------|--------|
| Brand registration fee | ~$0 (no direct fee from Telnyx) |
| Campaign registration fee | ~$15$25 per campaign (Telnyx fee, subject to change) |
| Carrier fees | Passed through from T-Mobile/AT&T/Verizon |
### Expected Approval Window
- **Vetting by Telnyx**: 13 business days after submission.
- **Carrier (T-Mobile/AT&T/Verizon) review**: 25 business days after Telnyx approval.
- Total end-to-end: **38 business days**.
---
## Step 3 — Campaign Registration
### Use Case Selection
- **Primary**: Customer Care
- **Secondary**: Account Notification
### Via Telnyx Console
1. Navigate to **Messaging → A2P 10DLC → Campaigns**.
2. Click **Register Campaign**.
3. Select **Brand** (use the brand registered in Step 2).
4. Fill in:
- **Campaign Name**: e.g., `groombook-pilot-customer-care`
- **Use Case**: Customer Care / Account Notification
- **Sample Messages**: Paste exactly the templates from [Sample Templates](#sample-message-templates) below.
- **Description**: Brief description of messaging program
- **Estimated Volume**: Enter monthly estimate (e.g., 500)
5. Submit.
### Via API
```bash
curl -X POST https://api.telnyx.com/v2/10dlc/campaigns \
-H "Authorization: Bearer $TELNYX_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"brand_id": "YOUR_BRAND_ID",
"name": "groombook-pilot-customer-care",
"use_case": "CUSTOMER_CARE",
"sample_messages": [
"Hi {{first_name}}, this is a reminder from {{business_name}} that your appointment is scheduled for {{date}} at {{time}}. Reply STOP to opt out.",
"Your appointment with {{business_name}} is confirmed for {{date}}. Need to reschedule? Reply HELP or call us at {{phone}}."
],
"description": "Appointment reminders and account notifications for grooming clients",
"estimated_monthly_volume": 500
}'
```
**Response fields to record:**
- `campaign_id` — required for messaging profile
- `status` — initially `PENDING`, transitions to `ACTIVE` after carrier approval
### Campaign Vetting — STOP/HELP Language Requirements
Every campaign **must** include compliant STOP/HELP messaging. The following must appear in your sample messages or be included in your terms of service:
- **STOP**: Users can text `STOP` to opt out of all messages.
- **HELP**: Users can text `HELP` to receive contact information.
Example STOP/HELP block:
```
Text STOP to opt out. Text HELP for help. Msg & data rates may apply.
```
---
## Step 4 — Messaging Profile + Phone Number Provisioning
### Create Messaging Profile
1. In Telnyx Portal, navigate to **Messaging → Messaging Profiles**.
2. Click **Create Messaging Profile**.
3. Name it (e.g., `groombook-pilot-prod`).
4. Copy the **Messaging Profile ID** (`messaging_profile_id`) — record this in the DB.
### Provision a 10DLC Phone Number
1. Navigate to **Messaging → Phone Numbers**.
2. Search for a number in your desired area code.
3. Confirm the number is 10DLC-capable.
4. Purchase the number.
### Associate Number with Messaging Profile
```bash
# Assign number to messaging profile
curl -X PATCH https://api.telnyx.com/v2/phone_numbers/YOUR_PHONE_NUMBER_ID \
-H "Authorization: Bearer $TELNYX_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"messaging_profile_id": "YOUR_MESSAGING_PROFILE_ID"
}'
```
---
## Step 5 — Record in Database
Once [GRO-981](/GRO/issues/GRO-981) lands, record the following against the business record:
### SQL Path (when GRO-981 is complete)
```sql
UPDATE businesses
SET
messaging_phone_number = '+13125551000',
telnyx_messaging_profile_id = 'YOUR_MESSAGING_PROFILE_ID',
telnyx_brand_id = 'YOUR_BRAND_ID',
telnyx_campaign_id = 'YOUR_CAMPAIGN_ID',
telnyx_brand_status = 'APPROVED',
telnyx_campaign_status = 'ACTIVE',
updated_at = NOW()
WHERE id = 'pilot_business_id';
```
### Manual Admin Path (before GRO-981)
Until GRO-981 is complete, use the Telnyx Portal to verify and record values manually in your internal ops sheet:
| Field | Value |
|-------|-------|
| `messagingPhoneNumber` | +1XXXXXXXXXX |
| `telnyxMessagingProfileId` | xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx |
| `telnyxBrandId` | xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx |
| `telnyxCampaignId` | xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx |
| `brandStatus` | APPROVED / PENDING |
| `campaignStatus` | ACTIVE / PENDING |
---
## Sample Message Templates
These must match exactly what your system will send. Vetting reviewers compare templates against actual traffic.
### Transactional Appointment Reminder
```
Hi {{first_name}}, this is a reminder from {{business_name}} that your appointment is scheduled for {{date}} at {{time}}. Reply STOP to opt out. Msg & data rates may apply.
```
### Manual Staff Message
```
Your appointment with {{business_name}} is confirmed for {{date}}. Need to reschedule? Reply HELP for assistance or call us at {{phone}}. Msg & data rates may apply.
```
---
## Failure Modes + Retry Guidance
### Vetting Rejection — Brand
| Rejection Reason | Common Fix |
|-----------------|------------|
| Legal name mismatch with EIN | Ensure exact EIN name matches legal company name exactly |
| Website not accessible / missing privacy policy | Add privacy policy page to website before resubmitting |
| Incomplete primary contact | Provide direct phone and real email (no noreply) |
| High-risk business vertical | Contact Telnyx support for pre-screening before resubmitting |
### Campaign Rejection
| Rejection Reason | Common Fix |
|-----------------|------------|
| Sample messages do not match actual traffic | Update sample messages to match exactly what the system sends |
| Missing STOP/HELP language | Add compliant STOP/HELP block to sample messages |
| Volume estimate too low/high | Revise estimate to be realistic |
| Use case mismatch | Re-select use case that matches actual messaging |
### Re-submission
After fixing the rejection reason, re-submit via the same API endpoint. Telnyx will re-run vetting (typically 2448 hours).
---
## Cost Summary
### Telnyx Fees (as of 2026)
| Fee Type | Amount | Notes |
|----------|--------|-------|
| 10DLC number (monthly) | ~$1.00$2.50/number | Varies by type and area code |
| Outbound message | $0.005$0.015/message | Depends on destination carrier |
| Inbound message | Included | No charge for received messages |
| Campaign registration | ~$15$25 one-time | Per campaign, subject to change |
### Carrier Fees (T-Mobile / AT&T / Verizon)
| Carrier | Outbound Fee | Notes |
|---------|-------------|-------|
| T-Mobile | ~$0.005$0.01/message | Varies by message size (segment) |
| AT&T | ~$0.005$0.015/message | Varies by message size (segment) |
| Verizon | ~$0.005$0.01/message | Varies by message size (segment) |
**Note**: Carrier fees are subject to change. Check [Telnyx pricing page](https://telnyx.com/pricing) and carrier fee schedules for current rates.
### Example Monthly Cost (Pilot — 500 messages/month)
| Line Item | Cost |
|-----------|------|
| 1x 10DLC number | ~$2.00 |
| 500 outbound messages | ~$5.00$7.50 |
| Carrier pass-through | ~$2.50$7.50 |
| **Estimated Monthly Total** | **~$9.50$17.00** |
---
## Rollback / De-provisioning
If the pilot tenant must be de-provisioned:
1. Release the phone number: Telnyx Portal → Phone Numbers → Release.
2. Archive the campaign: set status to `INACTIVE` via API or console.
3. Remove DB record: clear `messagingPhoneNumber`, `telnyxMessagingProfileId`, `telnyxCampaignId` fields in the business record.
4. Brand can remain registered (no harm) but will not be used.
---
## Contacts
| Resource | Contact |
|----------|---------|
| Telnyx Support | support@telnyx.com |
| Telnyx Dashboard | portal.telnyx.com |
| Internal Engineering | Raise issue in [GRO-106](/GRO/issues/GRO-106) |
---
_Last updated: 2026-05-04_
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@@ -0,0 +1,11 @@
# GroomBook Runbooks
Operational runbooks for GroomBook staff and operators.
| Runbook | Description | Status |
|---------|-------------|--------|
| [10DLC Pilot Registration](./10dlc-pilot-registration.md) | Register a pilot grooming business as an A2P 10DLC brand + campaign on Telnyx | Active |
---
_To add a runbook, create a markdown file in this directory and update this table._
-72
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@@ -1,72 +0,0 @@
-- Migration: 0030_messaging.sql
-- Messaging schema: conversations, messages, attachments, consent events + business messaging settings
-- ─── Enums ───────────────────────────────────────────────────────────────────
CREATE TYPE "messaging_channel" AS ENUM ('sms', 'mms');
CREATE TYPE "message_direction" AS ENUM ('inbound', 'outbound');
CREATE TYPE "message_status" AS ENUM ('queued', 'sent', 'delivered', 'failed', 'received');
CREATE TYPE "message_consent_kind" AS ENUM ('opt_in', 'opt_out', 'help');
-- ─── Tables ───────────────────────────────────────────────────────────────────
CREATE TABLE "conversations" (
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid(),
"business_id" uuid NOT NULL,
"client_id" uuid NOT NULL REFERENCES "clients"("id") ON DELETE CASCADE,
"channel" "messaging_channel" NOT NULL,
"external_number" text NOT NULL,
"business_number" text NOT NULL,
"last_message_at" timestamp,
"status" text NOT NULL DEFAULT 'active',
"created_at" timestamp NOT NULL DEFAULT now(),
"updated_at" timestamp NOT NULL DEFAULT now()
);
CREATE INDEX "idx_conversations_business_id_last_message_at" ON "conversations"("business_id", "last_message_at" DESC);
CREATE UNIQUE INDEX "uq_conversations_business_client_number" ON "conversations"("business_id", "client_id", "business_number");
CREATE TABLE "messages" (
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid(),
"conversation_id" uuid NOT NULL REFERENCES "conversations"("id") ON DELETE CASCADE,
"direction" "message_direction" NOT NULL,
"body" text,
"status" "message_status" NOT NULL DEFAULT 'queued',
"provider_message_id" text,
"error_code" text,
"error_message" text,
"sent_by_staff_id" uuid REFERENCES "staff"("id") ON DELETE SET NULL,
"created_at" timestamp NOT NULL DEFAULT now(),
"delivered_at" timestamp,
"read_by_client_at" timestamp
);
CREATE INDEX "idx_messages_conversation_id_created_at" ON "messages"("conversation_id", "created_at" DESC);
CREATE UNIQUE INDEX "uq_messages_provider_message_id" ON "messages"("provider_message_id");
CREATE TABLE "message_attachments" (
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid(),
"message_id" uuid NOT NULL REFERENCES "messages"("id") ON DELETE CASCADE,
"content_type" text NOT NULL,
"url" text NOT NULL,
"size" integer NOT NULL,
"provider_media_id" text
);
CREATE INDEX "idx_message_attachments_message_id" ON "message_attachments"("message_id");
CREATE TABLE "message_consent_events" (
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid(),
"client_id" uuid NOT NULL REFERENCES "clients"("id") ON DELETE CASCADE,
"business_id" uuid NOT NULL,
"kind" "message_consent_kind" NOT NULL,
"source" text,
"created_at" timestamp NOT NULL DEFAULT now()
);
CREATE INDEX "idx_message_consent_events_client_id" ON "message_consent_events"("client_id");
-- ─── Business Settings extensions ────────────────────────────────────────────
ALTER TABLE "business_settings" ADD COLUMN "messaging_phone_number" text;
ALTER TABLE "business_settings" ADD COLUMN "telnyx_messaging_profile_id" text;
-14
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@@ -204,20 +204,6 @@
"when": 1775741667192,
"tag": "0028_sms_reminders",
"breakpoints": true
},
{
"idx": 29,
"version": "7",
"when": 1775784467192,
"tag": "0029_db_indexes_constraints",
"breakpoints": true
},
{
"idx": 30,
"version": "7",
"when": 1775828067192,
"tag": "0030_messaging",
"breakpoints": true
}
]
}
-113
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@@ -406,117 +406,6 @@ export const impersonationAuditLogs = pgTable(
(t) => [index("impersonation_audit_logs_session_id_idx").on(t.sessionId)]
);
// ─── Messaging ───────────────────────────────────────────────────────────────
export const messagingChannelEnum = pgEnum("messaging_channel", ["sms", "mms"]);
export const messageDirectionEnum = pgEnum("message_direction", [
"inbound",
"outbound",
]);
export const messageStatusEnum = pgEnum("message_status", [
"queued",
"sent",
"delivered",
"failed",
"received",
]);
export const messageConsentKindEnum = pgEnum("message_consent_kind", [
"opt_in",
"opt_out",
"help",
]);
export const conversations = pgTable(
"conversations",
{
id: uuid("id").primaryKey().defaultRandom(),
businessId: uuid("business_id").notNull(),
clientId: uuid("client_id")
.notNull()
.references(() => clients.id, { onDelete: "cascade" }),
channel: messagingChannelEnum("channel").notNull(),
externalNumber: text("external_number").notNull(),
businessNumber: text("business_number").notNull(),
lastMessageAt: timestamp("last_message_at"),
status: text("status").notNull().default("active"),
createdAt: timestamp("created_at").notNull().defaultNow(),
updatedAt: timestamp("updated_at").notNull().defaultNow(),
},
(t) => [
index("idx_conversations_business_id_last_message_at").on(
t.businessId,
t.lastMessageAt.desc()
),
unique("uq_conversations_business_client_number").on(
t.businessId,
t.clientId,
t.businessNumber
),
]
);
export const messages = pgTable(
"messages",
{
id: uuid("id").primaryKey().defaultRandom(),
conversationId: uuid("conversation_id")
.notNull()
.references(() => conversations.id, { onDelete: "cascade" }),
direction: messageDirectionEnum("direction").notNull(),
body: text("body"),
status: messageStatusEnum("status").notNull().default("queued"),
providerMessageId: text("provider_message_id"),
errorCode: text("error_code"),
errorMessage: text("error_message"),
sentByStaffId: uuid("sent_by_staff_id").references(() => staff.id, {
onDelete: "set null",
}),
createdAt: timestamp("created_at").notNull().defaultNow(),
deliveredAt: timestamp("delivered_at"),
readByClientAt: timestamp("read_by_client_at"),
},
(t) => [
index("idx_messages_conversation_id_created_at").on(
t.conversationId,
t.createdAt.desc()
),
unique("uq_messages_provider_message_id").on(t.providerMessageId),
]
);
export const messageAttachments = pgTable(
"message_attachments",
{
id: uuid("id").primaryKey().defaultRandom(),
messageId: uuid("message_id")
.notNull()
.references(() => messages.id, { onDelete: "cascade" }),
contentType: text("content_type").notNull(),
url: text("url").notNull(),
size: integer("size").notNull(),
providerMediaId: text("provider_media_id"),
},
(t) => [index("idx_message_attachments_message_id").on(t.messageId)]
);
export const messageConsentEvents = pgTable(
"message_consent_events",
{
id: uuid("id").primaryKey().defaultRandom(),
clientId: uuid("client_id")
.notNull()
.references(() => clients.id, { onDelete: "cascade" }),
businessId: uuid("business_id").notNull(),
kind: messageConsentKindEnum("kind").notNull(),
source: text("source"),
createdAt: timestamp("created_at").notNull().defaultNow(),
},
(t) => [index("idx_message_consent_events_client_id").on(t.clientId)]
);
export const businessSettings = pgTable("business_settings", {
id: uuid("id").primaryKey().defaultRandom(),
businessName: text("business_name").notNull().default("GroomBook"),
@@ -525,8 +414,6 @@ export const businessSettings = pgTable("business_settings", {
logoKey: text("logo_key"),
primaryColor: text("primary_color").notNull().default("#4f8a6f"),
accentColor: text("accent_color").notNull().default("#8b7355"),
messagingPhoneNumber: text("messaging_phone_number"),
telnyxMessagingProfileId: text("telnyx_messaging_profile_id"),
createdAt: timestamp("created_at").notNull().defaultNow(),
updatedAt: timestamp("updated_at").notNull().defaultNow(),
});
-2
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@@ -4346,12 +4346,10 @@ packages:
uuid@8.3.2:
resolution: {integrity: sha512-+NYs2QeMWy+GWFOEm9xnn6HCDp0l7QBD7ml8zLUmJ+93Q5NF0NocErnwkTkXVFNiX3/fpC6afS8Dhb/gz7R7eg==}
deprecated: uuid@10 and below is no longer supported. For ESM codebases, update to uuid@latest. For CommonJS codebases, use uuid@11 (but be aware this version will likely be deprecated in 2028).
hasBin: true
uuid@9.0.1:
resolution: {integrity: sha512-b+1eJOlsR9K8HJpow9Ok3fiWOWSIcIzXodvv0rQjVoOVNpWMpxf1wZNpt4y9h10odCNrqnYp1OBzRktckBe3sA==}
deprecated: uuid@10 and below is no longer supported. For ESM codebases, update to uuid@latest. For CommonJS codebases, use uuid@11 (but be aware this version will likely be deprecated in 2028).
hasBin: true
victory-vendor@37.3.6: