This commit is contained in:
Oleg Maslov
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docs/redesign-warm-hive/pr7-recon/06-routing-surfaces.md
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docs/redesign-warm-hive/pr7-recon/06-routing-surfaces.md
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# PR7 Recon — 06 · Routing & Surfaces (Auth /auth + Billing /billing)
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> Topic: where `/auth` and `/billing` routes + entries live, reusing the PR1–PR6 shell
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> patterns. RECON ONLY — no product code touched. Every claim cites `file:line`.
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> Verified against `origin/main @ 3764bc13` (PR1–PR6 all shipped).
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---
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## TL;DR (the two registration shapes)
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1. **`/auth` (screen 13) is SPECIAL — it is the ONE pre-shell, full-screen route.** Every
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prior warm-Hive screen mounts INSIDE the `<AppShell>` layout route (`App.tsx:63-101`);
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`/auth` must NOT. It belongs as a **sibling `<Route>` at the top level, outside the
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`path="/"` AppShell element** — no Sidebar, no StatusBar, no ChatHost, no boot gate. It
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is the only screen in the whole redesign that breaks the "child-of-AppShell" rule.
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2. **`/billing` (screen 14) is NOT a new top-level route at all.** A complete Stripe billing
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surface ALREADY EXISTS as **Settings → "Plan" tab** (`SettingsApp.tsx:511-655`), wired to
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the real `useBilling` hook → real adapter Stripe calls → real server routes. PR7's billing
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work is **(a) reskin that existing tab to the warm tokens + the SCREENS §14 4-state layout,
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and (b) make it deep-linkable** (today `/settings` always opens on the Models tab and has
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**no `?tab=` reader** — see the breadcrumb/deep-link gap below). A standalone themed
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`/billing` route is OPTIONAL and only justified if the design wants the full-screen
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Plans/Checkout/Success/Manage flow outside the Settings chrome.
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---
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## 1. The route table today (`apps/web/src/App.tsx`)
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`App.tsx:52-110` — a SINGLE layout route owns everything:
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```
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<Route path="/" element={<AppShell />}>
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<Route index element={<IndexRedirect />} />
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…all 28 child routes (home, workspaces, memory, …, benchmarks, platform)…
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<Route path="*" element={<NotFound />} /> // App.tsx:100
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</Route>
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```
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- **Every** screen is a child of `<AppShell>` (`App.tsx:63`). There is currently **no
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top-level route outside the shell** at all.
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- Imports come from the `@/routes` barrel (`App.tsx:12-39`); the catch-all `*` must stay last
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(`App.tsx:99` comment "ADD ALL CUSTOM ROUTES ABOVE THE CATCH-ALL").
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- PR6a added the two ⌘K-only static surfaces directly here: `benchmarks` (`App.tsx:97`) and
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`platform` (`App.tsx:98`).
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- **No `/auth`, `/billing`, `/login`, `/sign-in`, `/payment-success`, `/payment-cancelled`
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routes exist** (verified by grep — zero hits in `App.tsx` / `routes/index.ts`).
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---
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## 2. The PR6 route-wrapper pattern (to copy)
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A PR6 ⌘K-only surface is 3 small pieces. `BenchmarkRoute.tsx:1-11` is the template:
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```tsx
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/** PR6a route wrapper — `/benchmarks` → BenchmarkApp (static, ⌘K-only surface). */
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import BenchmarkApp from '@/components/os/apps/BenchmarkApp';
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import SurfaceBoundary from './SurfaceBoundary';
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const BenchmarkRoute = () => (
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<SurfaceBoundary appName="Benchmarks"><BenchmarkApp /></SurfaceBoundary>
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);
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export default BenchmarkRoute;
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```
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The three pieces for any in-shell surface:
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1. **`routes/<Name>Route.tsx`** — thin wrapper that renders the App component inside
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`<SurfaceBoundary appName="…">` (`SurfaceBoundary.tsx:10-17` wraps in `AppErrorBoundary`,
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`onClose` → `navigate('/home')`).
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2. **`routes/index.ts` barrel export** (`routes/index.ts:56-59` — PR6 lines).
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3. **`<Route path="…" element={<…Route/>}/>` in `App.tsx`** under the AppShell layout
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(`App.tsx:96-98` — the PR6a block).
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> **PR7 BILLING (if a standalone `/billing` is wanted)** follows this exact 3-step pattern
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> — a `BillingRoute` wrapper → barrel → child route under AppShell. **PR7 AUTH does NOT** —
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> see §4: it is a sibling route, not an AppShell child, and `SurfaceBoundary`'s
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> `onClose → /home` is wrong for a pre-login screen.
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---
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## 3. Command-catalog entries (`apps/web/src/lib/command-catalog.ts`)
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The ⌘K catalog is built by `buildCommandCatalog()` (`command-catalog.ts:59-118`), grouped
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**Jump to / Do / Power tools** (+ Pro "★ Pinned"). Entry shape `CatalogCommand`
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(`command-catalog.ts:22-40`): `{ id, group, name, subtitle, icon, to?, action?, meta?,
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minBillingRank?, pinned? }`. Each routes to a REAL `to:` or fires `action:'spawn'`.
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**Billing is already represented in the catalog — but points at the wrong place:**
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- `command-catalog.ts:75` — `Settings · "models · failover · permissions · plan"` → `to:"/settings"`
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- `command-catalog.ts:76` — **`"Upgrade to Pro"` · `"plans · billing · invoices"` → `to:"/settings"`**
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Both land on `/settings` (which opens on the **Models** tab, NOT Plan — see §6 gap). PR7
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should retarget these to whatever the billing entry point becomes (`/settings?tab=billing`
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once a `?tab=` reader exists, or a new `/billing`).
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**Auth has NO catalog entry and should NOT get one** — sign-in is a pre-login full-screen
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route reached by redirect, not a ⌘K jump from inside the authenticated shell.
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The catalog's tier-gating mechanism to reuse: `gate()` (`command-catalog.ts:99-100`) filters
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on `minBillingRank` (FREE 0 / TRIAL 1 / PRO 2 / TEAMS 3 / ENT 4, `command-catalog.ts:36`); Pro
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"★ Pinned" floats `pinned:true` items (`command-catalog.ts:104-111`). Catalog is consumed in
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`AppShell.tsx:272-279` (`buildCommandCatalog` + `handleCatalogSelect`).
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---
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## 4. `/auth` — the pre-shell, full-screen registration (THE special case)
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### Why it can't be an AppShell child
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`<AppShell>` (`AppShell.tsx:436-466`) wraps everything in `<ShellProvider>` →
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`<ShellLayout>` (`AppShell.tsx:68`), which renders the BootScreen gate, the Sidebar
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(`AppShell.tsx:314-323`), StatusBar (`AppShell.tsx:303-309`), ChatHost, all overlays, and the
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onboarding takeover (`AppShell.tsx:285-296`). A sign-in screen must show **none of that**.
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Mounting `/auth` as a child of `path="/"` would draw the whole authenticated chrome behind
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the login form.
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### Recommended shape (sibling route, outside the shell)
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```tsx
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<Routes>
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<Route path="/auth" element={<AuthRoute />} /> {/* NEW — sibling, pre-shell */}
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<Route path="/" element={<AppShell />}>
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…existing 28 children…
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</Route>
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</Routes>
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```
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- `AuthRoute` is a **standalone full-screen component** — it MUST NOT use `SurfaceBoundary`
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(its `onClose → navigate('/home')` assumes an authenticated home, `SurfaceBoundary.tsx:13`).
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Wrap in a plain `AppErrorBoundary` if any, with `onClose → window.location.reload()` (the
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same pattern `App.tsx:61` uses at the root).
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- Theme still applies: `data-theme` is set pre-paint in `main.tsx` (per BUILD-PLAN §4) and
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`<ThemeProvider>` wraps `<BrowserRouter>` at `App.tsx:53`, so `/auth` inherits warm tokens
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even though it's outside AppShell. Good — no extra wiring needed for theming.
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### Honesty gate (CRITICAL — auth is the #1 fabrication risk)
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There is **no real user-identity auth in the product today.** What exists is a **same-origin
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local sidecar session-token** (`adapter.ts:295-308` `fetchSessionToken`, refreshed at
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`adapter.ts:316-331`; server route `local/index.ts:2047` `/api/auth/session-token`, auth-exempt
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`security-middleware.ts:238`). That is a *dev/desktop bootstrap Bearer*, NOT a logged-in human.
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The only "Clerk-gated" surface is the **CLOUD** server (`local/routes/agents.ts:12` comment:
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"`/api/agents/*` CRUD exists only on the Clerk-gated CLOUD server"), which the local app does
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not run.
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So `/auth` is **EXTERNAL-DEP / MUST-BUILD**: real Clerk components need a `CLERK_PUBLISHABLE_KEY`
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+ the `@clerk/clerk-react` provider (neither present — zero `@clerk` imports in `apps/web/src`).
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**Until that wiring is real, the auth screen must NOT show a fake signed-in identity, a fake
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name/avatar, or pretend a session exists.** The design's own framing helps here: SCREENS §13
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(`SCREENS.md:271-278`) says "An account is optional — Waggle runs fully local without one" and
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"Continue routes to Home." A PR7-honest auth screen can render the themed Clerk UI but, with no
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key configured, must degrade to the local-first "continue without an account → Home" path
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rather than inventing a logged-in user. (The sidebar user row already degrades to "Account" +
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"W" avatar when `getIdentity()` returns no name — `AppShell.tsx:98-109`, PR1 LOW #2 — so the
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"no real identity" state is already an accepted, non-fabricated UI.)
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The `clerk-setup` / `clerk-react-patterns` / `clerk-billing` skills are available for the build PR.
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---
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## 5. `/billing` — reuse the EXISTING Settings "Plan" tab (do not rebuild from zero)
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### What is already REAL (verified, fully wired)
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- **Settings "Plan" tab** — `SettingsApp.tsx:41` (`{ id:'billing', label:'Plan', icon:DollarSign }`);
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renders at `SettingsApp.tsx:511-655` (`activeTab === 'billing'`).
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- **`useBilling` hook** — `hooks/useBilling.ts:24-124`: `startCheckout('PRO'|'TEAMS')`
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(`useBilling.ts:69-81`), `openPortal()` (`useBilling.ts:84-96`), `syncAfterCheckout`
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(`useBilling.ts:49-66`), auto-detects `?session_id=` on return (`useBilling.ts:104-115`).
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P1b honesty already baked in: `tierResolved=false` until a real `getTier()` succeeds; the
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default 'FREE' is NEVER shown as fact (`useBilling.ts:13-22, 38-43`; rendered unresolved
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state at `SettingsApp.tsx:525-536`).
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- **Adapter Stripe layer** — `adapter.ts:2658-2680`: `syncStripeCheckout`,
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`createCheckoutSession`, `createPortalSession`.
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- **Server Stripe routes (REAL)** — `packages/server/src/stripe/{checkout,portal,sync,webhook}.ts`.
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`checkout.ts` returns **`503 STRIPE_NOT_CONFIGURED`** when no `STRIPE_SECRET_KEY`
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(`checkout.ts:19-20`); success/cancel URLs are `/payment-success?session_id=…` and
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`/payment-cancelled` (`checkout.ts:42-43`). Webhook handler + 4 price-var resolution shipped
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per CLAUDE.md §10 (E-10).
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- **CoverageCompassCard** value-prop card already renders above the tier card
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(`SettingsApp.tsx:520`).
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### What is a build GAP for the SCREENS §14 design (`SCREENS.md:282-295`)
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| §14 design element | Status | Evidence |
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|---|---|---|
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| Plans state (3 cards, Pro popular) | DERIVABLE — upgrade buttons exist | `SettingsApp.tsx:579-619` |
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| **Monthly / annual toggle (−20%)** | **MUST-BUILD on FE** — server already accepts `billingPeriod` (`checkout.ts:14,29`) but adapter `createCheckoutSession(tier)` does **not pass it** (`adapter.ts:2667`); `useBilling.startCheckout` has no period arg (`useBilling.ts:69`) | grep: zero `billingPeriod`/`annual`/`monthly` in adapter+useBilling |
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| Checkout state (card form) | EXTERNAL-DEP — use **Stripe Checkout** (hosted), per SCREENS §14 "Use Stripe Checkout/Customer Portal where possible" (`SCREENS.md:294`) | `checkout.ts` creates hosted `session.url` |
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| Success state | **MUST-BUILD route** — `success_url` points at `/payment-success` which **does not exist** as a route (grep: 0 hits in App.tsx); today only `?session_id=` is read by `useBilling.ts:104-115` on whatever page is mounted | `checkout.ts:42` vs App.tsx |
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| Manage state (portal, invoices, PDF) | REAL — "Manage Subscription" → `openPortal()` → Stripe Customer Portal (`SettingsApp.tsx:621-635`, `useBilling.ts:84-96`). **Invoices/PDF are inside Stripe's portal, not our UI** — do NOT render fake invoice rows in-app. |
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### Recommended registration for billing
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- **Primary:** keep billing as the **Settings → Plan tab**, reskinned to warm tokens + the
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§14 segmented 4-state layout. Add the **`/payment-success`** route (and optionally
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`/payment-cancelled`) — these CAN be AppShell children using the PR6 wrapper pattern (the
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user is back inside the app post-checkout), OR a tiny standalone confirmation. Wire ⌘K
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`upgrade`/`settings` entries to deep-link the Plan tab.
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- **Optional standalone `/billing`:** only if design wants the full Plans/Checkout/Success/Manage
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flow outside Settings chrome. If so, follow the §2 PR6 wrapper pattern (AppShell child —
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billing IS post-login, unlike auth). Reuse `useBilling` verbatim; do not duplicate Stripe calls.
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### BYO-vs-metered (BLOCKER — founder decision before billing ships)
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BUILD-PLAN §7 item 5 (`BUILD-PLAN.md:165-166`) and DESIGN_POV §4 (`DESIGN_POV.md:62-70`) flag
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**who pays for inference (BYO-key vs Waggle-metered)** as the decision that "quietly reshapes
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Billing, Onboarding, and Usage" and "should be settled before Billing goes live"
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(`DESIGN_POV.md:89-90`). This is a **decision gate for PR7**, not a code question — the current
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billing tab supports either ("supports either but commits to neither", `DESIGN_POV.md:70`).
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---
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## 6. The breadcrumb / `matchNavRoute` label gap (must NOT repeat for /billing)
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### How the breadcrumb label is derived
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`AppShell.tsx:224-229`:
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```ts
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const labelEntries = flattenAppEntries(getDockForTier('power', billingTier)); // 224
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const activeRoute = matchNavRoute(location.pathname, labelEntries.map(e=>e.route)…); // 225
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const surfaceLabel = labelEntries.find(e => e.route === activeRoute)?.label ?? null; // 229
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```
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`surfaceLabel` is passed to `<StatusBar focusedWindowLabel={surfaceLabel}>`
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(`AppShell.tsx:304`). `matchNavRoute` (`routes.ts:146-154`) is a longest-prefix match against
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the **dock-tiers route table only**.
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### The gap (this is the handoff "P3 / PR6 ⌘K-only routes show a fuzzy fallback label" note)
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`dock-tiers.ts` `POWER_CONFIG` (`dock-tiers.ts:64-118`) does **NOT contain `/benchmarks` or
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`/platform`** (confirmed by grep — zero hits in dock-tiers.ts). So for those routes
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`matchNavRoute` returns `null` → `surfaceLabel = null` → **the StatusBar breadcrumb simply
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does not render** (it is gated `{focusedWindowLabel && (…)}` at `StatusBar.tsx:84`). The
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PR6 ⌘K-only surfaces therefore show **no breadcrumb at all** (not literally a wrong/fuzzy
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string — the label is null and the breadcrumb chip is hidden). Either way the surface is
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unlabeled in the status bar.
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### Requirement for PR7
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**`/billing` (and `/payment-success`, and conceptually `/auth`) MUST get a breadcrumb label
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so they don't repeat the unlabeled-surface gap.** The label map (`labelEntries`) is sourced
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ONLY from `getDockForTier(...)` — i.e. from `dock-tiers.ts`. Two options:
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1. **Add a dock-tiers entry** (with `route` + `label`) for the billing surface so
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`matchNavRoute` resolves it — same fix PR6 should have applied to benchmarks/platform. But
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billing lives under `/settings` today (Settings already has a dock entry `dock-tiers.ts:108`,
|
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label "Settings"), so a `?tab=billing` deep-link inherits the "Settings" breadcrumb already
|
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— acceptable. A standalone `/billing` would need its own entry.
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2. **`/auth` needs NO breadcrumb** — it renders outside AppShell (§4), so `AppShell.tsx`'s
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StatusBar never mounts for it. The gap is irrelevant for auth by construction.
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> Net: the breadcrumb gap is an AppShell-internal concern. `/auth` sidesteps it (no shell).
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> `/billing` should either ride the existing "Settings" entry (deep-link path) or, if
|
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> standalone, add a `dock-tiers.ts` route+label entry — do **not** ship it label-less.
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### Deep-link gap that BLOCKS the "/settings?tab=billing" approach (verified)
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`SettingsApp` initializes `activeTab` to **`'models'`** (`SettingsApp.tsx:53`) and has **NO
|
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`?tab=` / `useSearchParams` reader** (grep: zero `tab=`/`useSearchParams`/`searchParams`/
|
||||
`initialTab` in `SettingsApp.tsx`). So today `/settings?tab=billing` and even the existing
|
||||
`APP_ROUTES.backup = '/settings?tab=backup'` (`routes.ts:52`) **silently open on Models, not the
|
||||
requested tab.** For PR7 to deep-link billing from ⌘K / Upgrade buttons, SettingsApp needs a
|
||||
small **`?tab=` initializer** (read once on mount, snap `activeTab`). This is a real, small
|
||||
MUST-BUILD — without it the catalog "Upgrade to Pro" / UpgradeModal-fallback `navigate('/settings')`
|
||||
(`AppShell.tsx:411-413, 422`) lands a user on Models, not Plan.
|
||||
|
||||
---
|
||||
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## 7. Existing upgrade entry points (where "Upgrade"/"Manage plan" link today)
|
||||
|
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| Surface | Action | Target | Evidence |
|
||||
|---|---|---|---|
|
||||
| Settings → Plan tab, FREE/TRIAL | Pro / Teams cards | `billing.startCheckout('PRO'\|'TEAMS')` → Stripe Checkout | `SettingsApp.tsx:583-598` |
|
||||
| Settings → Plan tab, PRO | "Upgrade to Teams" | `startCheckout('TEAMS')` | `SettingsApp.tsx:604-619` |
|
||||
| Settings → Plan tab, PRO/TEAMS | **"Manage Subscription"** | `billing.openPortal()` → Stripe Customer Portal | `SettingsApp.tsx:621-635` |
|
||||
| Settings → Plan tab, non-ENT | Enterprise CTA | external link `https://www.kvark.ai` | `SettingsApp.tsx:638-652` |
|
||||
| `UpgradeModal` overlay | `onUpgrade(tier)` | `adapter.createCheckoutSession(...)`, **fallback `navigate('/settings')`** | `AppShell.tsx:404-415` |
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| `TrialExpiredModal` overlay | `onUpgrade(tier)` | `adapter.createCheckoutSession(...)`, fallback `navigate('/settings')` | `AppShell.tsx:417-424` |
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| ⌘K catalog | "Upgrade to Pro" / "Settings" | `to:"/settings"` | `command-catalog.ts:75-76` |
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||||
| Sidebar user row | tier label "Trial · 9d" / "Pro" | (display only; row → Settings) | `AppShell.tsx:264-269, 321-322` |
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||||
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||||
All upgrade paths converge on Stripe checkout (real) or land on `/settings` (which mis-opens
|
||||
on Models per §6). The "Manage plan" affordance is the existing **"Manage Subscription"**
|
||||
button → Stripe Customer Portal. There is **no `KvarkNudge` component in `apps/web/src`**
|
||||
(grep: 0 hits; CLAUDE.md §9 references it but it is not in the web app today — Enterprise CTA
|
||||
is the inline kvark.ai link at `SettingsApp.tsx:644-651`).
|
||||
|
||||
---
|
||||
|
||||
## 8. Fabrication risks for PR7 (gate-off candidates — HONESTY CONTRACT)
|
||||
|
||||
1. **A logged-in identity that isn't real.** No Clerk/user-auth exists; the session-token is a
|
||||
local dev Bearer. The auth screen must not render a fake signed-in user/name/avatar or
|
||||
claim a session. Degrade to the design's local-first "continue without an account" path
|
||||
when no `CLERK_PUBLISHABLE_KEY` is configured. (`adapter.ts:295-308`, `local/index.ts:2047`,
|
||||
`AppShell.tsx:98-109` accepted "Account" fallback.)
|
||||
2. **Fake invoices / PDFs.** SCREENS §14 lists "invoices (Paid + PDF)". Those live inside the
|
||||
**Stripe Customer Portal**, not our UI. Do NOT render invented invoice rows or fake
|
||||
"Download PDF" links in-app — route to `openPortal()` (`useBilling.ts:84-96`).
|
||||
3. **Fake payment method ("VISA ···4242").** That `…4242` string in SCREENS §14 is design
|
||||
filler. Real card-on-file data lives in Stripe's portal. Do not display a hardcoded masked
|
||||
card in the Manage state.
|
||||
4. **Fake "next charge" / usage / due-today numbers.** SCREENS §14 Checkout shows "Due today
|
||||
$19 / won't be charged until …". Those must come from the real Stripe session, not be
|
||||
string-literal'd. Prefer hosted Stripe Checkout (`checkout.ts:39-50`) which renders the real
|
||||
amounts itself.
|
||||
5. **Presenting tier as fact before it resolves.** Already guarded by `tierResolved`
|
||||
(`useBilling.ts:13-22`); PR7 must preserve that — never show "Free plan" as fact while
|
||||
unresolved (`SettingsApp.tsx:525-536`).
|
||||
6. **A fake monthly/annual price.** The −20% annual toggle is a build gap (§5); when added it
|
||||
must resolve through a real annual price var (server `priceIdForTier(tier, 'annual')`,
|
||||
`checkout.ts:29`) — not a client-side `$19 × 0.8` cosmetic number that doesn't match what
|
||||
Stripe charges.
|
||||
|
||||
---
|
||||
|
||||
## 9. File index (everything PR7 routing touches)
|
||||
|
||||
| Concern | File:line |
|
||||
|---|---|
|
||||
| Route table (add `/auth` sibling, optional `/billing` child, `/payment-success`) | `apps/web/src/App.tsx:52-110` |
|
||||
| Route-wrapper pattern to copy | `apps/web/src/routes/BenchmarkRoute.tsx:1-11`; `routes/SurfaceBoundary.tsx:10-17` |
|
||||
| Barrel | `apps/web/src/routes/index.ts:33-59` |
|
||||
| AppId→URL table (`/auth`,`/billing` are NOT here yet; `backup` deep-link precedent) | `apps/web/src/lib/routes.ts:25-53, 70-80`; `matchNavRoute` `routes.ts:146-154` |
|
||||
| ⌘K catalog (retarget upgrade entry) | `apps/web/src/lib/command-catalog.ts:62-97` |
|
||||
| Shell breadcrumb derivation + label-source gap | `apps/web/src/components/os/AppShell.tsx:224-229, 304`; `StatusBar.tsx:84-93` |
|
||||
| Dock label table (no benchmarks/platform/billing entries) | `apps/web/src/lib/dock-tiers.ts:64-118` |
|
||||
| Existing Billing surface (REUSE) | `apps/web/src/components/os/apps/SettingsApp.tsx:36-47, 511-655` |
|
||||
| Billing hook (REUSE) | `apps/web/src/hooks/useBilling.ts:24-124` |
|
||||
| Adapter Stripe + session-token | `apps/web/src/lib/adapter.ts:2658-2680, 295-331` |
|
||||
| Server Stripe routes | `packages/server/src/stripe/{checkout,portal,sync,webhook}.ts` (checkout `checkout.ts:13-58`) |
|
||||
| Server local session-token (only "auth" today) | `packages/server/src/local/index.ts:2043-2047`; `security-middleware.ts:238` |
|
||||
| SCREENS specs | `docs/design_handoff_waggle_app/SCREENS.md:269-295` |
|
||||
| BYO-vs-metered decision gate | `docs/design_handoff_waggle_app/DESIGN_POV.md:62-70, 89-90`; `BUILD-PLAN.md:165-166` |
|
||||
Reference in New Issue
Block a user