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docs(03-03): complete billing management page plan — human-verify approved

Browse Source 
- Updated SUMMARY.md: Task 2 (human-verify) marked approved, plan fully complete
- STATE.md: progress updated to 100%, decisions recorded, session updated
- ROADMAP.md: phase 3 plan progress updated (4/4 summaries complete)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Adolfo Delorenzo
2026-03-23 21:51:46 -06:00
parent 521cec46f7
commit be61f94941
3 changed files with 27 additions and 15 deletions
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4
.planning/ROADMAP.md
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@@ -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 |
---

27
.planning/STATE.md
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@@ -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

11
.planning/phases/03-operator-experience/03-03-SUMMARY.md
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@@ -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*