* Add onboarding agent v1 product spec
* Add onboarding agent implementation plan (Project Think)
* Update onboarding plan: chat + seed function (drop Think/Workflows)
* feat(onboarding): data + metering foundation, Project Context store, MCP tool
* feat(onboarding): site read + DataForSEO signal + OpenRouter strategy seed
* feat(onboarding): strategy + streaming chat UI with update_project_context tool
* fix(onboarding): address review — bound free runs, cap chat, share auth+error helpers, harden scrape
* fix(onboarding): use canonical keyword-locations list, not a separate country list
* Improve onboarding strategy chat
* feat(onboarding): refine upgrade rail UI + fact-checked copy
- Rebuild upgrade sidebar: drop the nested card so the rail itself is the
container (header / plan / features / CTA / progress footer with dividers)
- Remove the 'Free preview' badge + headline pitch; header now reads
'Previewing OpenSEO' with the site domain beneath
- Tighten copy against the fact sheet: fix monthly-vs-top-up credit wording,
drop 'live' rank tracking, add money-back + open-source trust signals,
unify CTAs to 'Upgrade to continue', cut cross-panel feature redundancy
- Replace off-strategy suggested question; add progress bar counter
- FORCE_FREE_PREVIEW flag to always show the preview/limit UI while testing
* feat(onboarding): add 'What do you recommend' strategy chip; revert suggested questions
- Add a highlighted suggestion chip that prompts Sam for the strategy, shown
only when the user hasn't already used the welcome 'Show my strategy' CTA
- Track strategyRequested so the chip isn't re-offered after use
- Restore the original four suggested questions
* feat(onboarding): add OpenSEO Discord CTA + fact-sheet entry
- Discord link in the upgrade sidebar
- Fact-sheet community entry + system-prompt guidance so Sam can point
users to the Discord for community/second-opinion help
* chore(merge-ready): round 1 fixes
- scrape.ts SSRF: validate the initial domain via audit/url-policy
(normalizeAndValidateStartUrl) and re-validate each redirect hop with
redirect:"manual" (one hop, blocked/private/metadata hosts + DoH rebinding).
Replace the content-length-only guard with a bounded streaming read so
chunked/CDN responses can't buffer past MAX_RESPONSE_BYTES. Remove the
unguarded normalizeDomainToUrl helper. Add scrape.test.ts.
- http-errors.ts: map PAYMENT_REQUIRED AppError to HTTP 402 (was 500), so the
onboarding chat paywall backstop surfaces correctly.
- OnboardingStrategyChat: replace the hardcoded FORCE_FREE_PREVIEW=true debug
flag (which forced paid users into the free-preview/paywall UI) with a
safe-by-default ?preview=1 URL override.
- onboardingStrategy.ts: delete the dead generateOnboardingStrategy export
(knip) and its now-unused imports; the chat tool path uses runOnboardingSeed.
- chat.ts: rename inner runOnboardingSeed result to fix no-shadow.
- Extract presentational chat sub-components into OnboardingStrategyChatParts
to satisfy max-lines; reformat Markdown.tsx for prettier.
* chore(merge-ready): round 2 fixes
- chat.ts: validate message role in schema + count total messages (not just user-role) so the free-question gate can't be bypassed with mislabelled roles
- OnboardingStrategyChat.tsx: surface useChat error state with a paywall-aware notice; branch 'Ask about OpenSEO' message text on isPaid
- OnboardingStrategyChatParts.tsx: guard free-preview welcome copy behind !isPaid (paid variant for subscribers)
- onboardingStrategy.ts: reset onboardingRunStatus/onboardingRunAt when the domain changes so a corrected domain can get a fresh free seed
* chore(merge-ready): round 3 fixes
- onboarding chat: count only user-role messages for free-question paywall to match client gate (was counting all messages, firing ~3 turns early)
- ProjectContextStore: drop unused return value/type from saveProjectContextVersion, inline latest-version query into getCurrentProjectContextMarkdown, remove dead toVersion helper and ProjectContextVersion type
- onboarding chat UI: replace 'Why is OpenSEO better than Claude?' suggested chip with 'How does OpenSEO work with Claude?' (Claude is an MCP client, not a competitor)
* feat(onboarding): route post-upgrade to GSC step; drop isPaid from preview chat
- Checkout successUrl now returns to /onboarding?step=3 (GSC connect) instead
of the strategy chat, with a 'You're in!' success banner introducing the
remaining GSC + MCP setup steps. Fixes the post-Stripe 'stuck on paywall'
race since the user leaves the chat entirely.
- The strategy chat is now purely the pre-upgrade free preview: removed the
managed-access query, the isPaid branching, and the ?preview override. The
7-question cap always applies (kept as a conversion funnel).
* feat(onboarding): show post-upgrade success as its own step screen
Instead of a banner stacked above the GSC step, render a 'You're in!' screen
using the standard step layout (logo, title, card, Continue) in place of the
GSC step when ?checkout=success is present. Continue drops the param to reveal
the actual GSC step.
* refactor(nav): remove Project settings from account dropdown
Project settings is now reachable only via the project switcher's 'Manage
projects' → /projects → per-project settings. Drops the dead
projectSettingsLinkOptions helper and the now-unused AccountMenu projectId prop.
* refactor(onboarding): remove project-context persistence + MCP tool
Defers the Project Context store to a later PR to simplify this one.
- Delete ProjectContextStore, the get_project_context MCP tool (+ registration),
the project_context_versions table (schema + migration 0024 + snapshot), and
the update_project_context chat tool.
- generate_initial_strategy now returns the synthesized strategy to the chat
without persisting it; claimRun still gates paid spend (one free run).
- Chat system prompt no longer injects saved context; it just grounds Sam with
the project's domain.
- getOnboardingStrategyState returns only { projectId, domain }.
- Move the agent fact sheet out of docs/ (human docs) to
src/server/features/onboarding/openseo-fact-sheet.md.
* refactor(routing): move /strategy to /onboarding/chat
Rename the onboarding strategy chat route from /strategy to /onboarding/chat.
_authenticated.onboarding.tsx becomes the index route; the chat is a sibling,
so TanStack auto-creates the shared /onboarding parent (Outlet).
* chore(onboarding): clean up leftovers from the persistence removal
- Drop the chat's onFinish=invalidateStrategyState refetch: now that the
strategy state is just { projectId, domain } (no persisted markdown), the
chat can't mutate it, so the post-turn refetch was dead work.
- Fix a stale 'Project Context' doc comment in synthesis.ts.
- Note in specs 0005/0006 that strategy persistence + the MCP read tool were
deferred, so the docs don't contradict the shipped code.
* feat(onboarding): meter LLM (OpenRouter) spend via Autumn track_tokens
Mirror the DataForSEO metering pattern for LLM cost: a best-effort
trackLlmUsage helper emits a PostHog usage event and records token usage on
Autumn's token-tracking endpoint (REST; not in the autumn-js SDK yet), priced
from the model slug. Wired into the chat stream (onFinish) and the strategy
synthesis call. getOnboardingModel now also returns the resolved model slug.
* feat(onboarding): step-styled site form + account menu on chat page
- Restyle the website/country form to match the onboarding step layout (logo,
title, helper) and explain why we ask (read the site + pick the search market).
- Extract OnboardingAccountMenu to a shared component and render it on the
onboarding chat page so signed-in users can reach account actions there too.
* fix(auth): keep verify-email on 'check your inbox' after email sign-up
The post-sign-up redirect always passes ?email=; key the waiting state off it
so a just-signed-up user sees check-your-inbox + resend instead of the sign-in
CTA the verification gate would immediately block, even while the session is
still resolving.
* fix(onboarding): meter total LLM usage across all stream steps
Review caught that streamText onFinish 'usage' is only the last step; with
stopWhen=4 + the strategy tool, multi-step runs under-metered. Use 'totalUsage'
and await the metering so it fires before the stream closes. Also drop the
in-flux cache/reasoning token fields (negligible here).
* feat(onboarding): adopt the 'chat with tools' architecture from agent-onboarding-2
Replace the deterministic seed + synthesis pipeline (and the
onboarding_run_status/run_at columns) with two on-demand tools Sam calls —
read_website and get_seo_metrics — and have Sam write the strategy itself
in-stream, so a mid-stream refresh re-runs cache-backed tools instead of
dead-ending on a 'complete' status. Rename OnboardingStrategy* -> OnboardingChat*.
Preserved from this branch: LLM metering (now via the chat onFinish totalUsage,
covering the in-stream strategy), the account menu on the chat page, the
verify-email fix, and the step-styled site form. Drop columns via migration 0025.
* docs(onboarding): correct spend-bound + stale synthesis comments
Clarify that get_seo_metrics spend is bounded by the question cap + one project
per un-upgraded account (not solely caching, which doesn't cover no-data sites),
and drop 'synthesis' from comments now that Sam writes the strategy in-stream.
* refactor(onboarding): metered LLM via Autumn AI-SDK adapter; drop skipBalanceAssert
Now that every org gets an onboarding_plan with usage credits, onboarding spend
draws down the normal balance — no bypass needed.
- LLM metering: use Autumn's official @useautumn/gateway adapter (withLlmMetering
wraps the model; correct token-pool pricing for cached/reasoning tokens),
replacing the hand-rolled onFinish/track_tokens REST plumbing. Point it at the
existing 'llm_usage' feature (backed by usage_credits + topup_credits) rather
than a to-be-created 'ai_credits' feature.
- DataForSEO: remove skipBalanceAssert end-to-end (chat metering object, the
meter() plumbing in dataforseo/client.ts, and the DomainService override type);
onboarding now asserts balance like every other caller. Kept the email-verified
+ Labs-location gate on get_seo_metrics as the anti-farming bound.
Co-authored with a parallel agent's LLM-metering refactor.
* docs(onboarding): fix stale metering comment + diverged-architecture specs
- DomainService MeteringOverrides comment no longer claims a balance-gate bypass
(skipBalanceAssert + the onboarding seed are gone).
- specs 0005/0006: correct the update notes — the seed/synthesis pipeline,
claimRun, and skipBalanceAssert were replaced by the chat-with-tools design;
flag the bodies as the superseded plan.
- Document the pinned Autumn track_tokens API version.
* feat(onboarding): gate the chat turn on credit balance (LLM included)
Now that every org gets onboarding_plan trial credits and LLM tokens draw from
the same usage/topup balance, assert that balance before streaming — not just
track it. Extract the DataForSEO balance check into subscription.ts
(getUsageCreditsRemaining / assertUsageCreditsAvailable) and reuse it; the chat
throws a friendly PAYMENT_REQUIRED when credits are gone (client shows the
upgrade copy).
* feat(onboarding): make the strategy chat hosted-only
The chat needs the managed LLM + trial credits, so self-hosted has no business
there. Gate the step-2 navigation on hosted mode and add a beforeLoad redirect
on /onboarding/chat so self-hosted lands back in the wizard.
* feat(onboarding): site-form + welcome copy; drop open-source badge
- Site form: 'Tell us about your website.' title, short input labels, no extra
helper descriptions.
- Welcome message: lead with the upgrade ask + a Discord/email escape hatch.
- Remove the 'Open source — self-host for free anytime' badge from the rail.
* fix(onboarding): show typing indicator during the submitted wait
showTyping gated on the last message lacking assistant text, but right after
send the last message is the user's own (which has text), so nothing showed
until the assistant message appeared. Show it whenever busy and the last
message isn't assistant-text-yet.
* refactor(onboarding): drop redundant email-verified gate on get_seo_metrics
The route guard already requires a verified email to reach the chat in hosted
mode, and the trial-credit balance bounds spend — so the in-tool emailVerified
check was redundant for real users and blocked local/bypass testing. Keep the
Labs-location check (functional).
* feat(billing): meter onboarding LLM spend into the shared credit pool
Both DataForSEO and onboarding-LLM now draw from the same usage_credits/
topup_credits pool via one helper, instead of LLM needing a separate Autumn
ai_credit_system.
- Extract trackUsageCreditSpend (markup -> credits -> monthly/topup split ->
autumn.track + usage:credits_consume) into subscription.ts; DataForSEO's
trackDataforseoCost now delegates to it (behavior unchanged, tests pass).
- Enable OpenRouter usage accounting; the chat onFinish sums the real per-step
cost OpenRouter reports and deducts it through the same helper.
- Drop the @useautumn/gateway adapter, llm-metering.ts, track_tokens, and the
AUTUMN_LLM_USAGE_FEATURE_ID constant — no ai_credit_system feature needed.
* feat(onboarding): persist the strategy chat in a Durable Object (AIChatAgent)
Move the onboarding chat from a stateless streamText route to an Agents SDK
AIChatAgent Durable Object, so the conversation persists (DO SQLite) and
survives reloads — one instance per project.
- OnboardingChatAgent.onChatMessage ports the system prompt, read_website +
get_seo_metrics tools, the credit-balance/free-question gate, and the
OpenRouter cost metering. Billing gates surface as a normal assistant message
(staticAssistantResponse) rather than an HTTP 402.
- The Worker authorizes every /agents/* connection (resolve session + verify the
caller's org owns the projectId) before it reaches the DO; the DO derives org
/domain from the project it is named after. Auth stays on the proven path.
- Client swaps useChat -> useAgent + useAgentChat (WebSocket), keyed by projectId.
- Adds the DO binding + new_sqlite_classes migration; pins @cloudflare/ai-chat
0.6.1 to match agents 0.12.3.
* chore(onboarding): bump agents+ai-chat to latest; fix review findings
- Bump agents 0.12.3 -> 0.15.0 and @cloudflare/ai-chat -> 0.8.4 (the supported
pairing; verified MCP, the DO, and the build still compile).
- Thread the per-turn abortSignal into streamText so a user aborting mid-stream
cancels the billable LLM call (was leaking sub-cent cost on abort).
- Ensure the org's Autumn customer exists in the Worker authorize step before
the DO checks the credit balance, avoiding a false 'out of credits' gate on a
brand-new org's first message.
* chore: remove stray reservation-booker-seo-report.html
* chore: drop stale @useautumn/gateway minimumReleaseAge exclusion
The package was removed when LLM metering moved to the shared credit pool.
* perf(onboarding): fetch get_seo_metrics signals in parallel; clarify question-cap
- get_seo_metrics now fetches the domain overview and ranked keywords
concurrently instead of in series (faster tool turn). Trade-off: it always
issues the metered ranked-keywords call now, including for no-ranking sites.
- Correct the FREE_ONBOARDING_QUESTION_LIMIT comment: the server re-check counts
client-supplied history, so the cap is a conversion nudge, not a security
boundary — the credit balance is the real spend bound.
* track core product analytics flows
Track auth, search, export, audit, and credit-consumption events with canonical route IDs so PostHog funnels and usage dashboards stay low-noise and privacy-safe.
* fix: keep auth actions usable after session loss
* refactor: simplify analytics and auth helpers
- Replace isRecord/getActiveOrganizationId type guards with simple cast
- Refactor getAnalyticsRouteContext from if/return chain to route tables
- Replace toVerificationIssueType switch with zod enum
- Merge duplicate credits_consume events into single event per API call
- Merge two PostHogBootstrap useEffects into one
* refactor: add projectId to middleware context to reduce boilerplate
The requireProjectContext middleware now includes projectId directly,
eliminating repeated manual construction of BillingCustomerContext
objects across all server function handlers.
* remove unused BILLING_* env var fallbacks from cost profile script
* remove before_send event enrichment to preserve native PostHog URL tracking
The before_send hook was stripping $pathname, $current_url, $referrer and
other URL properties, which breaks PostHog web analytics dashboards, paths
analysis, session replay, and attribution. The route_id/route_group injection
it provided is unnecessary since PostHog already captures $pathname natively.
* remove route mapping layer, pass raw redirect paths to analytics events
The route ID registry (STATIC_ROUTES, PROJECT_ROUTES, getAnalyticsRouteContext,
getRedirectRouteId) duplicated what PostHog already captures via $pathname.
Replace redirect_route_id with redirect_to containing the raw path, and remove
~80 lines of route mapping infrastructure.
* clean up analytics events: drop redundant submit events and derived properties
- Remove search_submit events for keywords, domain overview, and backlinks
(the search_complete events capture the meaningful outcome data)
- Remove target_type from backlinks events (derived 1:1 from search_scope)
- Remove result_limit from keyword research (requested limit, not useful
alongside actual result_count)
- Remove export_format from data:export events (always "csv")
* refactor: inline wrappers, colocate helpers, deduplicate getActiveOrganizationId
- Inline toVerificationIssueType into verify-email.tsx (single-use wrapper)
- Move mapDataforseoPathToCreditFeature into dataforseoClient.ts (only consumer)
- Extract shared getActiveOrganizationId into lib/auth-session.ts (was
duplicated in __root.tsx and middleware/ensure-user/hosted.ts)
- Rename shared/analytics.ts → shared/internal-user.ts (only email helpers
remain after removing route mapping, verification, and dataforseo helpers)
* remove internal user tracking and email domain properties
Drop is_internal_user super property, email_domain person property, and all
supporting code (shared/internal-user.ts, getEmailDomain, isInternalUserEmail).
Simplifies initPostHog and identifyAnalyticsUser signatures.
* remove backlinks:search_complete effect-based tracking
The reactive useEffect + useRef dedup pattern added ~30 lines of plumbing
inside a data hook for a single analytics event. Not worth the complexity.
* simplify: replace manual type guards with zod, deduplicate posthog and sign-out helpers
- Replace hand-rolled typeof checks in getActiveOrganizationId and
isAuthenticatedServerFunctionContext with zod safeParse
- Extract withPostHogClient helper to deduplicate client posthog wrapper
- Move apiKey guard into getServerPostHogClient factory
- Extract signOutAndRedirect to avoid duplicated sign-out logic
- Drop derivable has_results from analytics events
- Remove unnecessary path normalization in mapDataforseoPathToCreditFeature
* fix: strip email from pageview URLs, restore sign-out guard, harden server posthog, fix path mapper
- Sanitize $current_url on pageviews to remove email query param (PII)
- Restore onSuccess for sign-out redirect to avoid bounce-back on failure
- Swallow shutdown() errors so PostHog outages can't fail billed work
- Rewrite mapDataforseoPathToCreditFeature to match real API path structure
(path[1] = module, path[3] = endpoint) instead of scanning all segments
* simplify: remove redundant refs in verify-email, infer middleware context type
- Remove unnecessary useRef guards in verify-email effects (deps already prevent re-firing)
- Use z.ZodType<EnsuredUserContext> annotation to infer return type instead of casting
- Add comment explaining one-shot PostHog client on Workers
* fix: reset PostHog identity on sign-out before redirect
* fix: require POSTHOG_HOST env var instead of defaulting to us.i.posthog.com
* fix: annotate url as unknown to satisfy no-unsafe-assignment
* format
