- Create gateway/channels/web.py with normalize_web_event() and /chat/ws/{conversation_id}
WebSocket endpoint (auth via first JSON message, typing indicator, Redis pub-sub response)
- Create shared/api/chat.py with GET/POST/DELETE /api/portal/chat/conversations* REST API
with require_tenant_member RBAC enforcement and RLS context var setup
- Add chat_router to shared/api/__init__.py exports
- Mount chat_router and web_chat_router in gateway/main.py (Phase 6 Web Chat routers)
- All 19 unit tests pass; full 313-test suite green
- Add ChannelType.WEB = 'web' to shared/models/message.py
- Add webchat_response_key() to shared/redis_keys.py
- Create WebConversation and WebConversationMessage ORM models (SQLAlchemy 2.0)
- Create migration 008_web_chat.py with RLS, indexes, and channel_type CHECK update
- Pop conversation_id/portal_user_id extras in handle_message before model_validate
- Add web case to _build_response_extras and _send_response (Redis pub-sub publish)
- Import webchat_response_key in orchestrator/tasks.py
- Write 19 unit tests covering CHAT-01 through CHAT-05 (all pass)
- Add AgentTemplate ORM model to tenant.py (global, not tenant-scoped)
- Create migration 007 with agent_templates table and 7 seed templates
- Create shared/prompts/system_prompt_builder.py with build_system_prompt()
- AI transparency clause always present (non-negotiable per Phase 1 decision)
- Unit tests pass (17 tests, all sections verified)
- Add require_platform_admin guard to GET/POST /tenants, PUT/DELETE /tenants/{id}
- Add require_tenant_member to GET /tenants/{id}, GET agents, GET agent/{id}
- Add require_tenant_admin to POST agents, PUT/DELETE agents
- Add require_tenant_admin to billing checkout and portal endpoints
- Add require_tenant_admin to channels slack/install and whatsapp/connect
- Add require_tenant_member to channels /{tid}/test
- Add require_tenant_admin to all llm_keys endpoints
- Add require_tenant_member to all usage GET endpoints
- Add POST /tenants/{tid}/agents/{aid}/test (require_tenant_member for operators)
- Add GET /tenants/{tid}/users with pending invitations (require_tenant_admin)
- Add GET /admin/users with tenant filter/role filter (require_platform_admin)
- Add POST /admin/impersonate with AuditEvent logging (require_platform_admin)
- Add POST /admin/stop-impersonation with AuditEvent logging (require_platform_admin)
- Create llm_keys.py: GET list (redacted, key_hint only), POST (encrypt + store), DELETE (204 or 404)
- LlmKeyResponse never exposes encrypted_key or raw api_key
- 409 returned on duplicate (tenant_id, provider) key
- Cross-tenant deletion prevented by tenant_id verification in DELETE query
- Update api/__init__.py to export llm_keys_router
- All 5 LLM key CRUD tests passing (32 total unit tests green)
- Add stripe and cryptography to shared pyproject.toml
- Add recharts, @stripe/stripe-js, stripe to portal package.json (submodule)
- Add billing fields to Tenant model (stripe_customer_id, subscription_status, agent_quota, trial_ends_at)
- Add budget_limit_usd to Agent model
- Create TenantLlmKey and StripeEvent models in billing.py (AuditBase and Base respectively)
- Create KeyEncryptionService (MultiFernet encrypt/decrypt/rotate) in crypto.py
- Create compute_budget_status helper in usage.py (threshold logic: ok/warning/exceeded)
- Add platform_encryption_key, stripe_, slack_oauth settings to config.py
- Create Alembic migration 005 with all schema changes, RLS, grants, and composite index
- All 12 tests passing (key encryption roundtrip, rotation, budget thresholds)
- Add escalation pre-check in _process_message: assistant mode for escalated threads
- Add escalation post-check after LLM response: calls escalate_to_human on rule match
- Load Slack bot token unconditionally (needed for escalation DM, not just placeholders)
- Add keyword-based conversation metadata detector (billing keywords, attempt counter)
- Add no-op audit logger stub (replaced by real AuditLogger from Plan 02 when available)
- Add escalation_assignee and natural_language_escalation fields to Agent model
- Add Alembic migration 003 for new Agent columns
- AuditEvent ORM model with tenant_id, action_type, latency_ms, metadata
- KnowledgeBaseDocument and KBChunk ORM models for vector KB
- Migration 003: audit_events (immutable via REVOKE), kb_documents, kb_chunks
with HNSW index and RLS on all tables
- AuditLogger with log_llm_call, log_tool_call, log_escalation methods
- audit_events immutability enforced at DB level (UPDATE/DELETE rejected)
- [Rule 1 - Bug] Fixed CAST(:metadata AS jsonb) for asyncpg compatibility
- Add MediaType(StrEnum) and MediaAttachment(BaseModel) to shared/models/message.py
- Add media: list[MediaAttachment] field to MessageContent
- Add whatsapp_app_secret, whatsapp_verify_token, and MinIO settings to shared/config.py
- Add normalize_whatsapp_event() to gateway/normalize.py (text, image, document support)
- Create whatsapp.py adapter with verify_whatsapp_signature() and verify_hub_challenge()
- 30 new passing tests (signature verification + normalizer)
