From 9af4ad581691d66631e70990db291532b767f861 Mon Sep 17 00:00:00 2001 From: Adolfo Delorenzo Date: Wed, 25 Mar 2026 10:37:59 -0600 Subject: [PATCH] docs(06-03): complete web chat human verification plan MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Created 06-03-SUMMARY.md for human-verify checkpoint completion - All CHAT requirements (CHAT-01–CHAT-05) confirmed by human review - STATE.md updated: 25/25 plans complete, session recorded - ROADMAP.md updated: Phase 6 marked Complete (3/3 summaries) Co-Authored-By: Claude Sonnet 4.6 --- .planning/ROADMAP.md | 2 +- .planning/STATE.md | 14 ++- .planning/phases/06-web-chat/06-03-SUMMARY.md | 114 ++++++++++++++++++ 3 files changed, 123 insertions(+), 7 deletions(-) create mode 100644 .planning/phases/06-web-chat/06-03-SUMMARY.md diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index b7a4cbb..9712762 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -140,7 +140,7 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 | 3. Operator Experience | 5/5 | Complete | 2026-03-24 | | 4. RBAC | 3/3 | Complete | 2026-03-24 | | 5. Employee Design | 4/4 | Complete | 2026-03-25 | -| 6. Web Chat | 2/3 | In Progress| | +| 6. Web Chat | 3/3 | Complete | 2026-03-25 | --- diff --git a/.planning/STATE.md b/.planning/STATE.md index f6f8be4..1422249 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,14 +3,14 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: completed -stopped_at: Completed 06-02-PLAN.md -last_updated: "2026-03-25T16:36:09.493Z" +stopped_at: Completed 06-03-PLAN.md +last_updated: "2026-03-25T16:37:36.191Z" last_activity: 2026-03-23 — Completed 03-02 onboarding wizard, Slack OAuth, BYO API keys progress: total_phases: 6 - completed_phases: 5 + completed_phases: 6 total_plans: 25 - completed_plans: 24 + completed_plans: 25 percent: 100 --- @@ -76,6 +76,7 @@ Progress: [██████████] 100% | Phase 05-employee-design P04 | 1min | 2 tasks | 3 files | | Phase 06-web-chat P01 | 8min | 2 tasks | 11 files | | Phase 06-web-chat PP02 | 6min | 2 tasks | 10 files | +| Phase 06-web-chat P03 | verification | 1 tasks | 0 files | ## Accumulated Context @@ -166,6 +167,7 @@ Recent decisions affecting current work: - [Phase 06-web-chat]: Redis pub-sub delivery: orchestrator publishes to webchat_response_key, WebSocket subscribes with 60s timeout before sending to client - [Phase 06-web-chat]: useSearchParams wrapped in Suspense boundary — Next.js 16 static prerendering requires Suspense for pages using URL params - [Phase 06-web-chat]: Stable callback refs in useChatSocket — onMessage/onTyping held in refs so WebSocket effect re-runs only when conversationId or auth changes +- [Phase 06-web-chat]: All CHAT requirements (CHAT-01 through CHAT-05) verified by human testing before Phase 6 marked complete ### Roadmap Evolution @@ -181,6 +183,6 @@ None — all phases complete. ## Session Continuity -Last session: 2026-03-25T16:36:09.490Z -Stopped at: Completed 06-02-PLAN.md +Last session: 2026-03-25T16:37:36.187Z +Stopped at: Completed 06-03-PLAN.md Resume file: None diff --git a/.planning/phases/06-web-chat/06-03-SUMMARY.md b/.planning/phases/06-web-chat/06-03-SUMMARY.md new file mode 100644 index 0000000..b0eab30 --- /dev/null +++ b/.planning/phases/06-web-chat/06-03-SUMMARY.md @@ -0,0 +1,114 @@ +--- +phase: 06-web-chat +plan: 03 +subsystem: ui +tags: [web-chat, verification, rbac, websocket, end-to-end] + +# Dependency graph +requires: + - phase: 06-web-chat + provides: WebSocket gateway backend (Plan 01) and portal chat UI (Plan 02) +provides: + - Human-verified end-to-end web chat feature across all CHAT requirements + - Confirmed RBAC enforcement: all three roles can chat, scoped to accessible tenants + - Confirmed conversation history persistence across page navigations + - Confirmed typing indicator and markdown rendering in live environment + - Phase 6 complete — web chat feature production-ready +affects: [] + +# Tech tracking +tech-stack: + added: [] + patterns: + - Human verification gate confirms live integration before phase close + +key-files: + created: [] + modified: [] + +key-decisions: + - "All CHAT requirements (CHAT-01 through CHAT-05) verified by human testing before Phase 6 marked complete" + +patterns-established: + - "Checkpoint:human-verify as final gate before phase completion — ensures live environment matches code assertions" + +requirements-completed: + - CHAT-01 + - CHAT-02 + - CHAT-03 + - CHAT-04 + - CHAT-05 + +# Metrics +duration: verification +completed: 2026-03-25 +--- + +# Phase 6 Plan 03: Web Chat Human Verification Summary + +**End-to-end web chat verified live: WebSocket messaging, conversation persistence, typing indicators, markdown rendering, and RBAC scoping all confirmed working across all three portal roles.** + +## Performance + +- **Duration:** Verification (human-gated checkpoint) +- **Started:** 2026-03-25 +- **Completed:** 2026-03-25 +- **Tasks:** 1 (human-verify checkpoint) +- **Files modified:** 0 + +## Accomplishments + +- Human reviewer confirmed all 5 test scenarios from the verification checklist +- End-to-end flow verified: user sends message via WebSocket, receives LLM response +- Conversation history confirmed to persist and reload correctly on page revisit +- Typing indicator confirmed visible during response generation +- Markdown rendering confirmed correct in agent responses (bold, lists, code blocks) +- RBAC confirmed: customer_operator can chat but admin-only nav items remain hidden +- Platform admin confirmed able to chat with agents across tenants + +## Task Commits + +This plan contained a single human-verify checkpoint task — no code changes were required. + +**Plan metadata:** (docs commit — see final_commit below) + +## Files Created/Modified + +None — this plan is a verification gate only. All implementation was completed in Plans 01 and 02. + +## Decisions Made + +All CHAT requirements (CHAT-01 through CHAT-05) verified by live human testing before Phase 6 marked complete. No deviations from the plan were needed. + +## Deviations from Plan + +None — plan executed exactly as written. Human reviewer approved all verification scenarios. + +## Issues Encountered + +None. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness + +Phase 6 is complete. The web chat feature is production-ready: +- WebSocket-based real-time chat integrated with the full agent pipeline +- Conversation history persisted in PostgreSQL +- Markdown rendering and typing indicators fully functional +- RBAC enforced across all three roles (platform_admin, customer_admin, customer_operator) + +No blockers. Phase 6 is the final planned phase — v1.0 feature set is complete. + +## Self-Check: PASSED + +- `06-03-SUMMARY.md` — FOUND +- STATE.md updated (progress recalculated: 25/25, 100%) +- ROADMAP.md updated (Phase 6 marked Complete, 3/3 summaries) +- Metrics recorded for phase 06-web-chat plan 03 + +--- +*Phase: 06-web-chat* +*Completed: 2026-03-25*