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[P1][Giving] Annual statement bulk email via SendGrid #24

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opened 2026-05-26 01:32:59 +00:00 by ChrisChen · 0 comments
ChrisChen commented 2026-05-26 01:32:59 +00:00
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Overview

Email each member their annual giving statement PDF after batch generation.

Tasks

  • SendGrid integration (SENDGRID_API_KEY from env var)
  • Bilingual email template: church name, year, member name, total given
  • Attach generated PDF or include secure download link
  • Bulk send with rate limiting (avoid SendGrid throttle)
  • Track send status per member (GivingReceipt.email_sent_at)
  • Resend individual receipt on demand

Reference

PLANNING.md Section 3.7 - Annual Giving Statement features

## Overview Email each member their annual giving statement PDF after batch generation. ## Tasks - [ ] SendGrid integration (SENDGRID_API_KEY from env var) - [ ] Bilingual email template: church name, year, member name, total given - [ ] Attach generated PDF or include secure download link - [ ] Bulk send with rate limiting (avoid SendGrid throttle) - [ ] Track send status per member (GivingReceipt.email_sent_at) - [ ] Resend individual receipt on demand ## Reference PLANNING.md Section 3.7 - Annual Giving Statement features
ChrisChen added this to the Phase 1 - MVP milestone 2026-05-26 01:32:59 +00:00
ChrisChen added the module: giving label 2026-05-26 01:32:59 +00:00
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module: ai
AI integration (Claude API, Phase 5)
 module: attendance
Sunday attendance tracking
 module: audit-log
Immutable audit log
 module: auth
Authentication, JWT, ASP.NET Identity
 module: cell-groups
Cell groups, meetings, attendance
 module: cms
Public website CMS (rolac.org, bilingual)
 module: devops
Infrastructure, Docker, CI/CD, Jenkins
 module: expense
Expense tracking and reimbursements
 module: giving
Donations, tithing, annual receipts
 module: members
Member CRUD, family units, search
 module: prayer
Prayer requests and visibility scopes
 module: rbac
Roles, permissions, Ministry Scope
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Reports and analytics
 module: roster
Service roster and scheduling
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Reference: ChrisChen/ROLAC#24
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