# Session Handoff — February 24, 2026
**From:** Erik's Mac Cowork session (Blake)
**To:** Next session / Blake / Milton
**Priority:** Capture before context loss

---

## What Was Done This Session

### 1. Git Environment Verified (Erik's Mac)
- VM clone confirmed working at `/sessions/zealous-magical-mccarthy/exe_theme_extract/exe_2025/`
- Remote URL has PAT embedded — fetch and pull confirmed live ✅
- **This VM clone is ephemeral** — it resets between sessions. Not for primary development.

### 2. Milton Onboarded + First Push Confirmed
Milton (Claude / Cowork on Gherkin PC) pushed 3 commits. Repo is now at:

**HEAD: `e1d10a4`** — `exe_2025` branch

| Commit | Message |
|---|---|
| `e1d10a4` | Add page templates and homepage block patterns |
| `912e749` | Fix header nav + add footer template part |
| `61bd371` | Add full design system to theme.json + enqueue sticky-header.js |

**Files added/changed in this push:**
- `theme.json` — full design system (color palette + typography as WP presets) ✅
- `parts/footer.html` — footer template part ✅
- `parts/header.html` — nav fixed, hardcoded DB ref removed ✅
- `patterns/header.php` — updated ✅
- `patterns/home-hero.php` — new ✅
- `patterns/home-image-cta.php` — new ✅
- `patterns/home-portfolio-grid.php` — new ✅
- `patterns/home-services-grid.php` — new ✅
- `templates/front-page.html` — new ✅
- `templates/index.html` — new ✅
- `templates/page.html` — new ✅
- `templates/single.html` — new ✅

**Still to build (Milton's plan):**
1. About/Services patterns (yellow hero, portfolio grid, FAQ)
2. Complex items: blog layout, masonry gallery, FAQ expand/collapse
3. Lead-gen form (blocked — see decision needed below)

---

## Active Decisions Needed from Erik

### 🔴 BLOCKED: Lead-Gen Form Integration
The "Let's Discuss Your Project" form section **cannot be built** until this is decided.

**Decision:** For now, confirmed = **WordPress only** (no Omnisend, no Klaviyo).
- Submissions stored in WordPress database
- Admin email notification via `wp_mail()`
- Custom Gutenberg block pattern in theme
- Revisit CRM integration once Seaway Forms Phase 2 is built

**→ Tell Milton:** Use WordPress-only form, store submissions locally, email notification to Erik. No Omnisend for now.

### 🟡 PENDING: WP Engine Git Push Setup
Milton asked: is the `exe_2025` branch wired up for auto-deploy to WP Engine staging?

**What needs to happen:**
1. Log into WP Engine dashboard
2. Go to the staging environment (`executionspstg.wpenginepowered.com`)
3. Find **Git Push** settings
4. Connect repo `ExecutionSpace/executionspace-wordpress`, branch `exe_2025`
5. Every future push will auto-deploy to staging

**Until this is set up:** Milton's changes don't automatically appear on staging.

### 🟡 PENDING: Local MAMP Sync
Erik has GitHub Desktop installed with `executionspace-wordpress` cloned on `exe_2025`. Currently 4 days behind (needs to pull Milton's commits).

**What needs to happen:**
- In GitHub Desktop → **Fetch origin** → gets to `e1d10a4`
- Verify clone path: GitHub Desktop → Repository menu → **Show in Finder**
- If clone is NOT inside `~/Sites/executionspstg.wpenginepowered.com/wp-content/themes/exe-2025/` — the local MAMP build and the repo are disconnected. Need to either:
  - Move/clone the repo into the themes folder, OR
  - Use WP Engine staging for all review (no local MAMP needed)

---

## New File Created This Session

### `SEAWAY_FORMS_PRD.md`
Full product requirements document for a standalone form/lead capture application.

**Location:** `exe_theme - Erik/SEAWAY_FORMS_PRD.md`

**Covers:**
- Form application overview (WordPress Plugin + Shopify App)
- WordPress plugin spec: form builder, submissions table, admin notifications, spam protection
- Shopify app spec: Theme App Extension, Polaris admin UI, App Proxy
- Integration layer: Omnisend v3, Klaviyo (2024-10-15), Webhook (generic/Zapier)
- Frontend HTML spec + accessibility requirements
- Spam protection: honeypot, hCaptcha, rate limiting
- **Customer Account Layer (Section 14):** WordPress `client` role, protected pages, client dashboard, Freshdesk integration (tickets API, server-side, API keys in `wp-config.php`)
- Shopify customer → Freshdesk contact sync via webhook
- 4-phase roadmap
- 12 open questions for Erik

**ES Website note in PRD (Section 13):** Form = WordPress only for now, no Omnisend. Milton implements.

---

## Repo & Environment Quick Reference

| Item | Value |
|---|---|
| Repo | `github.com/ExecutionSpace/executionspace-wordpress` |
| Branch | `exe_2025` |
| Current HEAD | `e1d10a4` |
| PAT | `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` |
| Staging URL | `executionspstg.wpenginepowered.com` |
| Theme slug | `exe-2025` |
| Parent theme | Twenty Twenty-Five (TT5) |
| Asana project GID | `1203630544274430` |
| Milton hostname | Gherkin PC |

---

## Files in `exe_theme - Erik/` Folder

| File | Purpose |
|---|---|
| `MILTON_PROJECT_CONTEXT.md` | Full project context doc (13 sections) — for Milton |
| `MILTON_SUPPLEMENTAL_PROMPT.md` | Paste-ready prompt to onboard new Claude sessions |
| `SEAWAY_FORMS_PRD.md` | Form app PRD — handoff to Blake for development planning |
| `HANDOFF_BLAKE_FEB24.md` | This file |

---

## Next Actions by Person

### Erik
- [ ] Pull Milton's commits in GitHub Desktop (Fetch origin → `e1d10a4`)
- [ ] Check clone location (Show in Finder in GitHub Desktop)
- [ ] Set up WP Engine Git Push for `exe_2025` branch
- [ ] Tell Milton: form is WordPress-only, no Omnisend for now
- [ ] Review 12 open questions in `SEAWAY_FORMS_PRD.md` (Sections 12 + 14.6)

### Milton (Gherkin)
- [ ] Build About/Services patterns (yellow hero, portfolio grid, FAQ)
- [ ] Build blog/case study layout
- [ ] Build FAQ expand/collapse (HTML `<details>` tag)
- [ ] Build lead-gen form (WordPress-only, local storage + `wp_mail()` notification)
- [ ] Masonry gallery pattern

### Blake (Development)
- [ ] Review `SEAWAY_FORMS_PRD.md`
- [ ] Resolve open questions with Erik before starting Phase 1
- [ ] Phase 1 target: WordPress plugin MVP (form builder, submissions table, admin notification)

---

*Handoff generated: February 24, 2026 — Blake / Erik's Mac Cowork session*