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Adolfo Delorenzo 9af4ad5816 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>

2026-03-25 10:37:59 -06:00

3.5 KiB

Raw Blame History

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase

plan

subsystem

tags

requires

provides

affects

tech-stack

key-files

key-decisions

patterns-established

requirements-completed

duration

completed

06-web-chat

web-chat

verification

rbac

websocket

end-to-end

phase	provides
06-web-chat	WebSocket gateway backend (Plan 01) and portal chat UI (Plan 02)

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

added

patterns

Human verification gate confirms live integration before phase close

created

modified

All CHAT requirements (CHAT-01 through CHAT-05) verified by human testing before Phase 6 marked complete

Checkpoint:human-verify as final gate before phase completion — ensures live environment matches code assertions

CHAT-01

CHAT-02

CHAT-03

CHAT-04

CHAT-05

verification

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

3.5 KiB Raw Blame History