diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 4740875..90217f2 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -14,7 +14,7 @@ Decimal phases appear between their surrounding integers in numeric order. - [x] **Phase 1: Foundation** - Secure multi-tenant pipeline with Slack end-to-end and basic agent response (completed 2026-03-23) - [x] **Phase 2: Agent Features** - Persistent memory, tool framework, WhatsApp integration, and human escalation (gap closure in progress) (completed 2026-03-24) -- [ ] **Phase 3: Operator Experience** - Admin portal, tenant onboarding, and Stripe billing +- [x] **Phase 3: Operator Experience** - Admin portal, tenant onboarding, and Stripe billing (completed 2026-03-24) ## Phase Details @@ -83,7 +83,7 @@ Phases execute in numeric order: 1 -> 2 -> 3 |-------|----------------|--------|-----------| | 1. Foundation | 4/4 | Complete | 2026-03-23 | | 2. Agent Features | 6/6 | Complete | 2026-03-24 | -| 3. Operator Experience | 1/4 | In Progress| | +| 3. Operator Experience | 4/4 | Complete | 2026-03-24 | --- diff --git a/.planning/STATE.md b/.planning/STATE.md index f365839..9a89c31 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: executing -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 +stopped_at: Completed 03-04-PLAN.md — all Phase 3 plans complete +last_updated: "2026-03-24T03:51:36.949Z" +last_activity: 2026-03-23 — Completed 03-02 onboarding wizard, Slack OAuth, BYO API keys progress: total_phases: 3 - completed_phases: 2 + completed_phases: 3 total_plans: 14 - completed_plans: 12 + completed_plans: 14 percent: 86 --- @@ -63,6 +63,9 @@ Progress: [█████████░] 86% | Phase 03-operator-experience P01 | 22m | 3 tasks | 20 files | | Phase 03-operator-experience P03 | ~8m | 1 tasks | 6 files | | Phase 03-operator-experience P04 | 10m | 1 tasks | 8 files | +| Phase 03-operator-experience P02 | ~35min | 2 tasks | 10 files | +| Phase 03-operator-experience P03 | 8min | 2 tasks | 6 files | +| Phase 03-operator-experience P04 | 10min | 2 tasks | 8 files | ## Accumulated Context @@ -121,6 +124,16 @@ Recent decisions affecting current work: - [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 +- [Phase 03-operator-experience]: Agent goes live automatically after test message — is_active is true by default, no separate Go Live button (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 +- [Phase 03-operator-experience]: window.location.href used for Stripe redirects (not router.push) — Stripe Checkout/Portal URLs are external domains +- [Phase 03-operator-experience]: use(searchParams) in billing page client component — Next.js 15 searchParams is a Promise, must be unwrapped with React.use() +- [Phase 03-operator-experience]: BillingStatus uses inline Tailwind color classes — existing Badge variants lack semantic blue/green/amber/red states needed for subscription status +- [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 ### Pending Todos @@ -132,6 +145,6 @@ None yet. ## Session Continuity -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) +Last session: 2026-03-24T03:51:27.331Z +Stopped at: Completed 03-04-PLAN.md — all Phase 3 plans complete Resume file: None diff --git a/.planning/phases/03-operator-experience/03-03-SUMMARY.md b/.planning/phases/03-operator-experience/03-03-SUMMARY.md index f2eb986..6cff755 100644 --- a/.planning/phases/03-operator-experience/03-03-SUMMARY.md +++ b/.planning/phases/03-operator-experience/03-03-SUMMARY.md @@ -68,7 +68,7 @@ completed: 2026-03-24 - **Duration:** ~8 min - **Started:** 2026-03-24T03:39:32Z - **Completed:** 2026-03-24T03:47:00Z -- **Tasks:** 1 of 2 (Task 2 is human-verify checkpoint — awaiting visual verification) +- **Tasks:** 2 of 2 - **Files modified:** 6 ## Accomplishments @@ -85,7 +85,7 @@ completed: 2026-03-24 Portal files reside in a git submodule (packages/portal — mode 160000); individual portal files cannot be committed to the main repo. Task 1 work exists on disk in the portal working tree. 1. **Task 1: Billing page with subscription management** — portal submodule (files on disk, not in main git) -2. **Task 2: Verify billing page and subscription UI** — checkpoint:human-verify (pending) +2. **Task 2: Verify billing page and subscription UI** — checkpoint:human-verify (approved) ## Files Created/Modified @@ -118,9 +118,8 @@ None — billing API endpoints are ready from Plan 03-01. Environment variables ## Next Phase Readiness -- Billing page complete and ready for visual verification (Task 2 checkpoint) -- After human-verify: Plan 03-04 (cost dashboard) can proceed -- The Billing nav link is adjacent to the Usage/cost dashboard nav item +- Billing page verified and complete +- Plan 03-04 (cost dashboard) can proceed — Billing nav link is adjacent to the Usage/cost dashboard nav item ## Self-Check @@ -137,7 +136,7 @@ Build check: No billing-specific errors. Pre-existing errors from Plan 03-02 (re ## Self-Check: PASSED -All 6 files verified present/modified. Task 1 implementation complete. Stopped at Task 2 checkpoint:human-verify. +All 6 files verified present/modified. Task 1 implementation complete. Task 2 human-verify checkpoint approved — plan complete. --- *Phase: 03-operator-experience*