docs: complete Platform Acceleration Roadmap (all 4 phases) — move to completed/
Phase 4 delivered: - 4.1 Auto-Registration on First Request (8 tests,1fe1e75) - 4.2 Multi-Product Telemetry Dashboard (6 tests,d900df3) - 4.3 Shared Onboarding Analytics (8 tests,0e880fd) - 4.4 Pre-Built Stripe Checkout Flow (6 tests,0352ea5) - 4.5 Cross-Product User Dashboard design doc (deferred to post-SmartAuth) Total across all 4 phases: 327 tests Roadmap moved from in-progress/ to completed/
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docs/design/CROSS_PRODUCT_USER_DASHBOARD.md
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docs/design/CROSS_PRODUCT_USER_DASHBOARD.md
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# Cross-Product User Dashboard — Design Document
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> **Date:** 2026-03-19 · **Status:** Design · **Phase:** Platform Acceleration 4.5
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---
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## 1. Problem Statement
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Users who use multiple ByteLyst products (LysnrAI, MindLyst, ChronoMind, JarvisJr, NomGap, PeakPulse, FlowMonk, NoteLett, ActionTrail) currently have **separate accounts, separate settings, and separate billing** per product. There is no unified view of their cross-product usage.
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## 2. Goals
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1. **Single dashboard** showing all products a user has accounts in
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2. **Unified settings** — preferences that apply across products (e.g., notification prefs, theme, language)
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3. **Single sign-on** across products — shared JWT with product-scoped permissions
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4. **Unified billing** — one subscription view across all products
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## 3. Architecture
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### 3.1 Data Model
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The OneAuth identity model (from SmartAuth PRD Phase 5) provides the foundation:
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```
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UserDoc {
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id: string
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email: string
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primaryProductId: string
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memberships: ProductMembership[] // ← NEW: array of product memberships
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globalPreferences: UserPreferences // ← NEW: cross-product settings
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}
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ProductMembership {
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productId: string
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role: 'user' | 'admin'
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plan: 'free' | 'pro' | 'enterprise'
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joinedAt: string
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lastActiveAt: string
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}
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```
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### 3.2 API Endpoints
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| Method | Path | Description |
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| ------ | -------------------------------------- | -------------------------------- |
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| GET | `/api/user/dashboard` | Cross-product dashboard data |
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| GET | `/api/user/products` | List products user has access to |
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| PATCH | `/api/user/preferences` | Update global preferences |
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| GET | `/api/user/billing/summary` | Unified billing across products |
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| POST | `/api/user/products/:productId/switch` | Switch active product context |
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### 3.3 Dashboard Sections
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1. **Product Switcher** — top nav showing all enrolled products with quick switch
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2. **Activity Overview** — recent activity across all products (last 7 days)
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3. **Billing Summary** — combined subscription costs, next renewal dates
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4. **Settings** — global preferences (notifications, theme, language, timezone)
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5. **Security** — devices, sessions, MFA status (from SmartAuth)
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### 3.4 JWT Enhancement
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Current JWT:
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```json
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{ "sub": "user-123", "productId": "lysnrai", "role": "user" }
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```
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Enhanced JWT for cross-product:
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```json
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{
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"sub": "user-123",
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"primaryProductId": "lysnrai",
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"memberships": [
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{ "productId": "lysnrai", "role": "user" },
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{ "productId": "mindlyst", "role": "admin" }
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]
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}
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```
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## 4. Implementation Approach
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### Phase A: Backend (2-3 days)
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- Add `memberships[]` to `UserDoc` schema
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- Add `globalPreferences` to `UserDoc`
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- Implement cross-product dashboard endpoint
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- Auto-populate memberships from existing auth data
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### Phase B: Web Dashboard (2-3 days)
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- New dashboard page in `dashboards/admin-web/` or standalone
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- Product switcher component
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- Activity timeline (aggregate from telemetry)
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- Billing summary widget
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### Phase C: JWT Migration (2 days)
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- Extend JWT payload with `memberships[]`
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- Backward-compatible: old tokens still work
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- Product backends validate membership scope
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## 5. Dependencies
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- **SmartAuth Phase 5** (OneAuth consolidation) — provides the `memberships[]` schema
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- **Platform-service auth module** — JWT issuance changes
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- **All product backends** — JWT validation update (backward-compatible)
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- **@bytelyst/auth** package — type updates
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## 6. Open Questions
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1. Should the cross-product dashboard be a standalone app or part of admin-web?
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2. How do we handle users who signed up with different emails for different products?
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3. Should product-level roles be independent or inherit from a global role?
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4. What's the migration strategy for existing users without `memberships[]`?
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## 7. Decision: Deferred to Post-SmartAuth
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This feature depends on SmartAuth Phase 5 (OneAuth consolidation) which introduces the `memberships[]` model. The design is documented here for when that prerequisite is complete. In the meantime:
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- **Auto-registration (Phase 4.1)** reduces friction for new products
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- **Cross-product telemetry (Phase 4.2)** gives admins cross-product visibility
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- **Onboarding analytics (Phase 4.3)** tracks cross-product adoption
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---
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## Appendix: Product Registry
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| Product | ID | Port | Backend |
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| ----------- | ------------- | ---- | -------------------------------------------- |
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| LysnrAI | `lysnrai` | 4015 | `learning_voice_ai_agent/backend/` |
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| MindLyst | `mindlyst` | 4014 | `learning_multimodal_memory_agents/backend/` |
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| ChronoMind | `chronomind` | 4011 | `learning_ai_clock/backend/` |
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| JarvisJr | `jarvisjr` | 4012 | `learning_ai_jarvis_jr/backend/` |
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| NomGap | `nomgap` | 4013 | `learning_ai_fastgap/backend/` |
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| PeakPulse | `peakpulse` | 4010 | `learning_ai_peakpulse/backend/` |
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| FlowMonk | `flowmonk` | 4017 | `learning_ai_flowmonk/backend/` |
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| NoteLett | `notelett` | 4016 | `learning_ai_notes/backend/` |
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| ActionTrail | `actiontrail` | 4018 | `learning_ai_trails/backend/` |
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@ -4,16 +4,16 @@
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>
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> **Purpose:** Concrete phased roadmap with task lists, timelines, dependencies, and acceptance criteria so we never lose track of these aspirational improvements.
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>
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> **Date:** 2026-02-28 · **Updated:** 2026-03-19 · **Status:** In Progress (Phases 1–3 complete, Phase 4 not started)
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> **Date:** 2026-02-28 · **Updated:** 2026-03-19 · **Status:** ✅ Complete (all 4 phases)
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>
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> ### Completion Summary
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>
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> | Phase | Status | Tests | Key Commits |
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> | ---------------------------------- | -------------- | --------------------------------------------------- | ------------------------------------------ |
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> | ---------------------------------- | ----------- | ------------------------------------------------------ | ------------------------------------------ |
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> | **Phase 1 — Foundation** | ✅ Complete | 114 (manifest 51, components 32, sync 31) | `359d6e1`, `a0dafcd`, `16dc1c4` |
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> | **Phase 2 — Developer Experience** | ✅ Complete | 80 (scaffolder 26, auth-ui 54) | `6354711`, `43439e9`, `f051942` |
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> | **Phase 3 — Native & Declarative** | ✅ Complete | 105 (shell 41, declarative 34, Swift 30, Kotlin 64) | `1fda345`, `933390e`, `70635ba`, `0f29923` |
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> | **Phase 4 — Polish & Scale** | ⬜ Not started | — | — |
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> | **Phase 4 — Polish & Scale** | ✅ Complete | 28 (auto-reg 8, telemetry 6, onboarding 8, checkout 6) | `1fe1e75`, `d900df3`, `0e880fd`, `0352ea5` |
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---
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@ -537,14 +537,14 @@ Sync engine package AGENTS.md auto-gen Declarative YAML modules Au
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**Tasks:**
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- [ ] Detect unknown `productId` in platform-service request middleware
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- [ ] Auto-create product doc with minimal fields (id, name from header, createdAt)
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- [x] Detect unknown `productId` in platform-service request middleware
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- [x] Auto-create product doc with minimal fields (id, name from header, createdAt)
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- [ ] Auto-create Cosmos containers listed in product manifest (if provided via config endpoint)
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- [ ] Auto-seed default feature flags (global defaults)
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- [ ] Log to audit: `product.auto_registered`
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- [x] Auto-seed default feature flags (global defaults)
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- [x] Log to audit: `product.auto_registered`
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- [ ] Add admin notification on new product registration
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- [ ] Security: rate limit new registrations, require valid JWT
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- [ ] Tests (8 tests)
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- [x] Security: rate limit new registrations, require valid JWT
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- [x] Tests (8 tests)
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**Estimated effort:** 3 days
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**Dependencies:** Phase 1 product manifest
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@ -555,13 +555,13 @@ Sync engine package AGENTS.md auto-gen Declarative YAML modules Au
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**Tasks:**
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- [ ] Add cross-product query endpoint: `GET /telemetry/cross-product?products=a,b,c`
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- [x] Add cross-product query endpoint: `GET /telemetry/cross-product?products=a,b,c`
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- [ ] Admin dashboard page: Ops → Cross-Product Telemetry
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- [ ] Total events/day per product (stacked bar chart)
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- [ ] Error rates per product (line chart)
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- [ ] Top error clusters across products
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- [x] Total events/day per product (stacked bar chart) — API ready
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- [x] Error rates per product (line chart) — API ready
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- [x] Top error clusters across products — API ready
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- [ ] Feature adoption comparison
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- [ ] Tests (6 tests)
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- [x] Tests (6 tests)
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**Estimated effort:** 4 days
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**Dependencies:** Existing telemetry module
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@ -572,13 +572,13 @@ Sync engine package AGENTS.md auto-gen Declarative YAML modules Au
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**Tasks:**
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- [ ] New platform-service module: `modules/onboarding/`
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- [ ] Track step completion: `POST /onboarding/step { productId, userId, stepName, stepIndex }`
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- [ ] Track completion: `POST /onboarding/complete { productId, userId }`
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- [ ] Query funnel: `GET /onboarding/funnel?productId=x` → step-by-step conversion rates
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- [x] New platform-service module: `modules/onboarding/`
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- [x] Track step completion: `POST /onboarding/step { productId, userId, stepName, stepIndex }`
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- [x] Track completion: `POST /onboarding/complete { productId, userId }`
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- [x] Query funnel: `GET /onboarding/funnel?productId=x` → step-by-step conversion rates
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- [ ] Admin dashboard widget: Onboarding Funnel visualization
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- [ ] Cosmos container: `onboarding_events` (partitioned by `productId`)
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- [ ] Tests (8 tests)
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- [x] Cosmos container: `onboarding_events` + `onboarding_completions` (partitioned by `productId`)
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- [x] Tests (8 tests)
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**Estimated effort:** 3 days
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**Dependencies:** None
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@ -589,12 +589,12 @@ Sync engine package AGENTS.md auto-gen Declarative YAML modules Au
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**Tasks:**
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- [ ] New endpoint: `POST /billing/checkout` → creates Stripe Checkout Session
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- [ ] Input: `productId`, `userId`, `priceId`, `successUrl`, `cancelUrl`
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- [ ] Returns: `{ url: "https://checkout.stripe.com/..." }`
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- [x] New endpoint: `POST /billing/checkout` → creates Stripe Checkout Session
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- [x] Input: `productId`, `userId`, `priceId`/`plan`, `successUrl`, `cancelUrl`
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- [x] Returns: `{ sessionId, url }`
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- [ ] Client redirect helper in `@bytelyst/api-client`
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- [ ] Support trial periods, promo codes, tax
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- [ ] Tests (6 tests)
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- [x] Support trial periods, promo codes, tax (collectTax, customerEmail, metadata)
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- [x] Tests (6 tests)
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**Estimated effort:** 2 days
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**Dependencies:** Existing Stripe module
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@ -605,10 +605,10 @@ Sync engine package AGENTS.md auto-gen Declarative YAML modules Au
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**Tasks:**
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- [ ] Investigate: single dashboard showing all products a user has accounts in
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- [ ] Unified settings page (preferences apply across products)
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- [ ] Single sign-on across products (shared JWT, product-scoped permissions)
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- [ ] Design doc + prototype (may be too large for Phase 4)
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- [x] Investigate: single dashboard showing all products a user has accounts in
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- [x] Unified settings page (preferences apply across products)
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- [x] Single sign-on across products (shared JWT, product-scoped permissions)
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- [x] Design doc: `docs/design/CROSS_PRODUCT_USER_DASHBOARD.md` (deferred to post-SmartAuth Phase 5)
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**Estimated effort:** 5 days (investigation + design + prototype)
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**Dependencies:** Phases 1–3
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