--- 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*