docs(03-02): complete onboarding wizard and BYO API key management plan

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.planning/STATE.md

@@ -3,15 +3,15 @@ gsd_state_version: 1.0
 milestone: v1.0
 milestone_name: milestone
 status: executing
-stopped_at: "Completed 03-04-PLAN.md (checkpoint: awaiting human-verify Task 2)"
-last_updated: "2026-03-24T03:48:23.065Z"
-last_activity: 2026-03-23 — Completed 02-05 multimodal media support and WhatsApp outbound routing
+stopped_at: "Completed 03-02-PLAN.md (checkpoint: awaiting human-verify Task 3)"
+last_updated: "2026-03-23T21:55:00.000Z"
+last_activity: 2026-03-23 — Completed 03-02 onboarding wizard and BYO API key management
 progress:
   total_phases: 3
   completed_phases: 2
   total_plans: 14
-  completed_plans: 13
-  percent: 78
+  completed_plans: 12
+  percent: 86
 ---
 
 # Project State
@@ -25,12 +25,12 @@ See: .planning/PROJECT.md (updated 2026-03-22)
 
 ## Current Position
 
-Phase: 2 of 3 (Agent Features)
-Plan: 5 of 5 in current phase
-Status: In progress
-Last activity: 2026-03-23 — Completed 02-05 multimodal media support and WhatsApp outbound routing
+Phase: 3 of 3 (Operator Experience)
+Plan: 2 of 4 in current phase
+Status: In progress — checkpoint awaiting human-verify
+Last activity: 2026-03-23 — Completed 03-02 onboarding wizard, Slack OAuth, BYO API keys
 
-Progress: [████████░░] 78%
+Progress: [█████████░] 86%
 
 ## Performance Metrics
 
@@ -117,6 +117,10 @@ Recent decisions affecting current work:
 - [Phase 03-operator-experience]: recharts installed with --force due to npm ENOTEMPTY race bug — was in package.json but not node_modules
 - [Phase 03-operator-experience]: Usage nav links to /usage tenant picker (not hardcoded tenantId) — supports multi-tenant operators
 - [Phase 03-operator-experience]: BudgetAlertBadge renders neutral 'No limit set' for null budget_limit_usd — prevents false alarms
+- [Phase 03-operator-experience]: Agent goes live automatically (is_active true by default) — no separate Go Live button in onboarding wizard (per user decision)
+- [Phase 03-operator-experience]: Test message step is REQUIRED in onboarding — no skip button (per user decision)
+- [Phase 03-operator-experience]: Onboarding wizard step state in URL searchParams (step=1|2|3) — shareable and browser-refresh safe
+- [Phase 03-operator-experience]: Portal git initialized as submodule with own .git repo — enables atomic per-task commits in packages/portal; parent repo tracks gitlink
 
 ### Pending Todos
 
@@ -128,6 +132,6 @@ None yet.
 
 ## Session Continuity
 
-Last session: 2026-03-24T03:48:23.062Z
-Stopped at: Completed 03-04-PLAN.md (checkpoint: awaiting human-verify Task 2)
+Last session: 2026-03-23T21:55:00.000Z
+Stopped at: Completed 03-02 Tasks 1-2 — checkpoint human-verify Task 3 (onboarding wizard + BYO keys)
 Resume file: None