<!-- Keep under ~2K tokens. Old handoffs live in SESSION_LOG.md. Do not let this file accumulate history. -->

# HANDOFF.md

**Last updated:** 2026-05-07 (Phase 2 code complete + four post-implementation fixes; cutover ops still pending)

**Active task:** None mid-flight. Branch `feat/self-serve-signup-phase-2` (HEAD `502c0a4`) is ready to PR.

## Where this session ended

Tasks 27–44 of Phase 2 implemented across 18 commits on `feat/self-serve-signup-phase-2`, branched off `main` (`f918b76`). Each task went through implementer + spec review + code-quality review per `superpowers:subagent-driven-development`. Cross-cutting review caught one redirect bug (fixed in-flight). After initial handoff, external code review surfaced four more real bugs — all fixed (commits `5e0c9d2`, `3630dd5`, `06200fa`, `502c0a4`):

1. **OAuth refresh tokens never stored** (Phase 1 latent): `_store_refresh_token` extracted to module-public `store_refresh_token`; both Google + Microsoft callbacks now persist the JTI before returning. Test covers callback → `/auth/refresh` round-trip.
2. **OAuth callback never marked store authenticated** (Phase 2 introduced): `setTokens` now sets `isAuthenticated: true`. Verified safe for the refresh-interceptor caller.
3. **Stripe webhook idempotency could permanently drop failed events** (Phase 1 latent): `apply_subscription_event` now adds StripeEvent + runs handler + commits atomically; handler exception → rollback → Stripe retries. Inner `_handle_*` commits removed.
4. **Missing `/account/billing` and `/account/billing/select-plan` pages** (Phase 2 oversight): all the new billing CTAs (TrialPill, UpgradePrompt, NextStepCard, SetupChecklist) linked to non-existent routes. Built BillingPage (subscription summary + Manage-billing → portal session) and SelectPlanPage (plan cards + checkout flow).

**Backend additions (Phase I, Tasks 27–31):**
- `BillingService.open_customer_portal` + `GET /billing/portal-session` (allowlisted for canceled/unverified users).
- `PATCH /users/me/onboarding-step` + `POST /users/me/onboarding-dismiss-rest`.
- `POST /sales-leads` (public, 5/hr/IP rate limit, fire-and-forget notification email, server-side PostHog event stub).
- `/admin/plan-limits` GET/PUT round-trips `plan_billing` (Stripe IDs, prices, public/archived flags) in one transaction; `BillingService.invalidate_billing_cache` no-op stub for future cache.
- `GET /config/public` (`{self_serve_enabled, oauth_providers}`); register-endpoint gate now `REQUIRE_INVITE_CODE and not SELF_SERVE_ENABLED and not invite_code`.
- `GET /accounts/invites/{code}/lookup` (Phase 36).
- OAuth callback extended to honor `account_invite_code` + `invited_email` for invitee-via-OAuth path; rejects existing-email user with `email_already_registered_use_login`.
- `GET /plans/public` (Phase 42).
- `POST /beta-signup` returns 307 to `${FRONTEND_URL}/register?from=beta`.
- `OnboardingStatus` extended with `email_verified` + `shop_setup_done`; `UserResponse` exposes `onboarding_step_completed` + `onboarding_dismissed`.

**Frontend additions:**
- `useBillingStore` (Zustand, polled 60s via `useBillingPoll` mounted in `AppLayout`), `useFeature` / `useFeatureLimit` / `useTrialBanner` hooks, `FeatureGate` / `UpgradePrompt` / `EmailVerificationGate` components.
- `RegisterPage` redesign: OAuth (Google/Microsoft) buttons + invite-code-conditional. `OAuthCallbackPage` at `/auth/{google,microsoft}/callback` with CSRF state validation. `useAppConfig` hook (consumes `/config/public`, falls back to `VITE_SELF_SERVE_ENABLED`).
- `AcceptInvitePage` at `/accept-invite?code=...` (locked email, 3 sign-in options, `/?welcome=teammate` on success).
- `EmailVerificationBanner` refactored to design-system tokens + grace-period hide; `EmailVerificationWall` polished; `VerifyEmailPage` at `/verify-email?token=...` (single-fire guard).
- `WelcomeRouter` + `WelcomeStep1/2/3` at `/welcome*`. PSA tile UI + bulk invite emails per row.
- `TrialPill` in topbar (pristine/warning/urgent/expired/paid/complimentary/past_due/canceled).
- `NextStepCard` + `SetupChecklist` (replaces orphaned `OnboardingChecklist`); unified list, no SOLO/TEAM split, no Script Builder item.
- `PricingPage` at `/pricing` (B-style, 3 plan cards, hardcoded comparison v1).
- `ContactSalesPage` at `/contact-sales`. `LandingPage` got "See pricing" CTA + replaced beta-signup form with `<Link to="/register?from=beta">`.

New env vars (Vite ARG/ENV in Dockerfile + `.env.example`): `VITE_SELF_SERVE_ENABLED`, `VITE_GOOGLE_CLIENT_ID`, `VITE_MS_CLIENT_ID`, `VITE_OAUTH_REDIRECT_BASE`, `VITE_CALENDLY_URL`. Backend env: `SALES_LEAD_RECIPIENT_EMAIL` (default `sales@resolutionflow.com`).

## Resume point — DO THIS NEXT

1. **Review the branch and open a PR.** 18 commits, all squashed-or-not at user discretion. Branch `feat/self-serve-signup-phase-2` from `main`.
2. **Phase O — manual operational tasks** (Tasks 45–47 from the plan):
   - **Task 45:** Stripe live-mode setup (Products, Prices, Customer Portal, webhook endpoint + signing secret) and Railway prod env vars (`STRIPE_*`, `OAUTH_REDIRECT_BASE`, `GOOGLE_CLIENT_*`, `MS_CLIENT_*`). Run `python -m scripts.sync_stripe_plan_ids` to populate `plan_billing` rows with live Stripe IDs.
   - **Task 46:** Internal validation pass via `INTERNAL_TESTER_EMAILS` allowlist (per-email bypass of `SELF_SERVE_ENABLED=false`). Backend support for the allowlist itself is NOT implemented — needs a small addition to `auth.py`/`config.py` if the validation pass requires it. Otherwise validate in test mode with the flag flipped temporarily.
   - **Task 47:** Flip `SELF_SERVE_ENABLED=true` (backend) + `VITE_SELF_SERVE_ENABLED=true` (frontend rebuild). Watch PostHog funnel + Stripe webhook error rate.
3. **Followups deferred during Phase 2** (logged below).

## Followups deferred from Phase 2

- **PostHog server-side capture infrastructure missing.** `/sales-leads` calls `_capture_posthog_event` which lazy-imports `app.core.analytics.posthog` (no-op if module absent). Wire up the real PostHog server SDK before cutover — needs `app/core/analytics.py` with a configured client, plus `python-posthog` dep.
- **Frontend `/usage/{field}` endpoint missing.** `useFeatureLimit` lazy-fetches `apiClient.get('/usage/' + field)` — endpoint doesn't exist; hook silently falls back to `used=0`. Build the backend endpoint before any UI surface relies on real usage counts.
- **Pre-existing dual subscription stores** (`authStore.subscription` legacy + `billingStore.subscription` new). `Subscription.status` union in `frontend/src/types/account.ts` is missing `'complimentary'`. Phase 2 didn't introduce — but worth deprecating the old store before any UI reads `complimentary` from the wrong source.
- **`INTERNAL_TESTER_EMAILS` per-email allowlist** (Task 46): backend support not implemented. Add when Phase O Task 46 needs it.
- **`accept-invite` not gated by `self_serve_enabled`** — by design (invites work in any mode). Confirm if pilot wants stricter gating.
- **`UserResponse.onboarding_step_completed` validator** suggested by reviewer (reject `complete` without data) — skipped, spec types `data?` as optional.
- **Welcome wizard behind `EmailVerificationGate`:** Day 7+ unverified users hit the wall on `/welcome/*` and have no path back into the wizard until they verify. Per spec — wall says "Resend verification" → user verifies → wall closes → wizard resumes. If product wants a different UX, allowlist `/welcome/*` in the gate.
- **`SelectPlanPage` seat input doesn't validate against plan `max_seats`.** Stripe Checkout will reject if exceeded; nicer UX would cap client-side.
- **`BillingPage` Manage-billing button always enabled** — clicking with no `stripe_customer_id` falls back to a toast. By design; could disable + tooltip if billing-state payload were extended with that flag.

## Environment notes (carry-forward)

- Code-server LXC: docker-only, no native python/node/npm. Use `docker exec resolutionflow_{backend,frontend} ...`.
- Pytest: `docker exec resolutionflow_backend pytest tests/<file> -v --override-ini="addopts="`.
- Vitest: `docker exec -w /app resolutionflow_frontend npm test -- <path> --run`.
- TS build: `docker exec -w /app resolutionflow_frontend npx tsc -b`.
- Alembic: `docker exec -w /app resolutionflow_backend alembic ...`. Never `--rev-id`.
- No `gh` CLI — Gitea API via `$GITEA_TOKEN` for PR/issue work.
- Single alembic head: `c6cbfc534fad` (from Phase 1). Phase 2 added no migrations.
