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