Session Objective

Review the staged birthday text queue work in Repos/sail-litify/Litify_AI_Integration_Project and related Projects-root skill/routine docs. Scope was read-only: deploy blockers, client-communication safety, duplicate-send risk, permission or Apex/LWC issues, and missing QA evidence. No repository files, Salesforce metadata, Salesforce data, RingCentral messages, or routine docs were edited.

What Was Reviewed

Primary files reviewed included BirthdayTextQueueService.cls, BirthdayTextQueueController.cls, their tests, lwc/birthdayTextQueue, Account.Birthday_Text_Opt_Out__c, Birthday_Text_Queue_Access, scripts/lib/birthday-text-queue.mjs, scripts/export-birthday-text-dry-run.mjs, docs/birthday-text-ringcentral-workflow-2026-06-04.md, docs/litify-environment-diary.md, OPS_LEDGER.md, Skills/litify-integration-ops/SKILL.md, Skills/LITIFY-SKILLS.md, and routines-build/routines/local-mac/birthday_text_dry_run/README.md.

Live Evidence

Validation Evidence Checked

Findings

High severity blocker: same-day duplicate protection is Matter-scoped, not client or phone scoped. BirthdayTextQueueService.birthdayTextMatterIdsSentToday only returns Matter IDs from SAIL_SMS_Message__c, and exclusionReason only checks alreadySentMatterIds.contains(matter.Id). Because the queue dedupes the current candidate list by Account after picking the first candidate row, a client with multiple open Matters could receive another birthday text the same day if the previous birthday SMS was logged against a different Matter than the first eligible candidate. This conflicts with the docs and skill language saying no same-day outbound RingCentral birthday SMS should already be logged.

Evidence gap: the dry-run candidate report was generated before Birthday_Text_Opt_Out__c existed live, so it cannot prove opt-out suppression works on real records. The check-only deploy proves the field plus code can compile together, but the candidate list of 9 eligible clients should be refreshed after the field exists and before any real send.

No separate Apex/LWC compile blocker found in the scoped files. The check-only deploy succeeded. The LWC requires a reviewed checkbox before calling the Apex send method, and the controller re-checks queue eligibility before delegating to LitifyRingCentralSmsSender.

Reason For Ending

The requested read-only implementation review is complete. No live deployment was recommended or performed. The staged package should not be treated as ready for real client SMS until the duplicate-send guard is corrected and the post-field-live dry run is rerun.