feat(billing): plan taxonomy reconciliation + Stripe sync + internal-tester allowlist (#164)
Co-authored-by: Michael Chihlas <michael@resolutionflow.com> Co-committed-by: Michael Chihlas <michael@resolutionflow.com>
This commit was merged in pull request #164.
This commit is contained in:
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# Development Roadmap
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> **Last Updated:** March 18, 2026
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> **Product:** ResolutionFlow (repo: patherly)
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> **Last Updated:** May 7, 2026
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> **Product:** ResolutionFlow (repo path: `resolutionflow/`; `patherly` is the legacy internal name)
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> **Target Market:** MSP companies — IT service providers managing infrastructure and support for multiple clients
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---
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## Status as of 2026-05-07
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The historical phase content below (Phase 1 through Phase 5) is preserved as a factual record. **This section is the live status overlay — read it first.**
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**Where we are:** Pre-PMF, Go-to-Market Validation. Backend feature-complete (50+ endpoints, 100+ tests). FlowPilot session UX is the daily-driver surface and recently went through PR #155 (escalation wedge), #156 (`applied_pending` non-terminal status), #158 (impeccable pass + tasklane keyboard flow), #159 (Diátaxis User Guides), #160 (sidebar IA + account redesign).
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**Currently in flight:** Self-serve signup cutover. Phase 1 backend (#161) and Phase 2 frontend (#162) merged. PR #164 (open) closes the last code blockers — plan taxonomy reconciliation (`team` → `enterprise`, add `starter`) and `INTERNAL_TESTER_EMAILS` allowlist for the soft cutover. After merge, remaining work is **manual operations only**: Stripe Dashboard live-mode setup, Railway prod env vars, internal validation pass, public flag flip. See `docs/superpowers/plans/2026-05-06-self-serve-signup-phase-2-frontend-cutover.md` Phase O for the checklist.
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**Product thesis being tested:** "We're not a documentation app. We are the documentation builders." Captured in `~/.gstack/projects/chihlasm-resolutionflow/abc-feat-self-serve-signup-phase-2-design-20260507-112020.md` (office-hours design doc). Pre-build assignment: 3 calls with external Directors of Onboarding (cold, no friendly contacts) to validate the framing before adopting it as the public positioning.
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**What's not yet decided:** Whether to formally cut branching Flows from the pilot UI surface in favor of a Project (linear procedure) + FlowPilot + Documentation-Builder positioning. Discussed in /office-hours but no implementation work scheduled — gated on the 3 external validation calls.
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---
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## Completed Work
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### Phase 1: MVP
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| Task | Status | Notes |
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|------|--------|-------|
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| ConnectWise PSA Integration (Advanced) | In Progress | Core done — ticket linking, note posting, member mapping. Remaining: callback webhooks, deeper ticket context in sessions |
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| PR #114 Merge | In Progress | Empty states, onboarding, PDF exports, branding, supporting data — ready for review |
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| Self-serve signup cutover (Phase O) | In Progress | PR #164 merge → Stripe live-mode Dashboard setup → Railway prod env vars → internal validation → public flag flip. Code blockers cleared by #164 (taxonomy + `INTERNAL_TESTER_EMAILS` allowlist). |
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| External validation of documentation-builder thesis | Not started | 3 calls with external Directors of Onboarding (cold). Decision gate before scoping a "Day 1 onboarding checklist" build. |
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| ConnectWise PSA Integration (Advanced) | Deferred | Core complete — ticket linking, note posting, member mapping, ticket context retrieval. Callback webhooks deferred until pilot signal demands them. |
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---
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## What's Next
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### Phase O Cutover (Weeks 0-1)
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| Step | Status |
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|---|---|
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| Merge PR #164 (taxonomy reconciliation + allowlist) | Open, CI green |
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| Stripe Dashboard live-mode setup (Products + Prices for Starter/Pro, no Prices on Enterprise, Customer Portal config, webhook endpoint with 5 events) | Manual op |
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| Railway prod env vars (`sk_live_*`, `whsec_*`, `INTERNAL_TESTER_EMAILS`, prod Google + Microsoft OAuth credentials, `OAUTH_REDIRECT_BASE`, `STRIPE_PUBLISHABLE_KEY`, `VITE_STRIPE_PUBLISHABLE_KEY` for frontend redeploy) | Manual op |
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| Run `python -m scripts.sync_stripe_plan_ids` against prod backend; verify `plan_billing` has `sk_live_*` price IDs | Manual op |
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| Internal validation pass (9 scenarios from Phase O Task 46) | Manual op |
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| Email pilots about complimentary status, flip `SELF_SERVE_ENABLED=true` (frontend redeploy required for `VITE_SELF_SERVE_ENABLED`) | Manual op |
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| PostHog signup-funnel dashboard + Sentry alert at >1/hour Stripe webhook errors | Manual op |
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### Near-Term Priorities (from Stack Priorities Plan)
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| Feature | Status | Description |
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| Coverage gates in CI | ✅ Complete | Backend enforced at 80%, frontend coverage reporting enabled |
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| Security headers | ✅ Complete | HSTS, CSP (report-only), X-Frame-Options, X-Content-Type-Options, Referrer-Policy, Permissions-Policy |
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| Web Vitals / performance budgets | ✅ Complete | LCP, INP, CLS, FCP, TTFB reported to PostHog via web-vitals |
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| Search and recall improvements | ⬜ Not started | Search sessions by flow, tag, client, ticket context |
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| Search and recall improvements | ✅ Complete | Structured filters + FTS + Voyage AI semantic search shipped (see CURRENT-STATE.md "Search & Recall" section) |
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### 3A: Quick Wins & UX (Priority: Medium)
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