Setup, version, access and architecture

Check Letter Manager strict-SQL compatibility

Test record creation where the installed history schema has non-null audit columns without defaults.

Audience: Administrators and developersPermission: Administrator / database engineerModule v1.0.0
Exact navigationControlled staging environment → Letter Manager → Dashboard → send a test letter
Before you begin
  • Use an authorised account and confirm the customer, external recipient, template, letter or configuration is the intended one.
  • Follow the exact route shown above and verify the stored record, generated file and delivery evidence instead of relying on an alert alone.

What this guide covers

Test record creation where the installed history schema has non-null audit columns without defaults. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Exact step-by-step process

  1. Activate the module in a staging copy using the same SQL mode as production.
  2. Create one client letter and one external letter.
  3. Confirm both history rows are inserted and PDF generation completes.
  4. If insertion fails on a non-null audit column, correct the module schema or insert payload through an approved release rather than disabling database safeguards.

Fields, choices and supported possibilities

Action scopeTest record creation where the installed history schema has non-null audit columns without defaults.
Module version1.0.0
Exact routeControlled staging environment → Letter Manager → Dashboard → send a test letter
EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.

Code-backed validations and workflow rules

  • The base CREATE TABLE declares added_from as NOT NULL.
  • The supplied send payloads do not explicitly set added_from.
  • Behaviour may depend on the existing schema and database SQL mode.

Expected result and verification

  • The requested letter, template, setting, file or tracking detail is created or updated through the supported route.
  • The history row, generated PDF, email/send metadata, public verification, signature evidence, client view or postal display agrees with the action.
  • Any warning, missing file or failed send is investigated rather than bypassed.

Security, privacy and operational checks

  • Apply least privilege and verify recipient identity before sending or exposing public links.
  • Protect PDFs, enclosures, signatures, verification URLs, email-open metadata, IP addresses and customer data under organisational policy.
  • Test configuration and deployment changes with controlled records before production-wide use.
  • Interpret email opens and e-signatures according to their documented technical limitations.
Important code-backed limitationDo not weaken production SQL mode merely to mask a schema/payload mismatch. Use a tested module correction if the controlled test fails.