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feat: design system overhaul — sidebar, AI chats, settings, brainstorm, color cleanup
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- Sidebar: dynamic brand-accent colors, brainstorm section restyled
- AI chat general: popup panel with expand/collapse, hides when contextual AI open
- AI chat contextual: tabs reordered (Actions first), X close button, height fix
- Settings: all tabs restyled, 6 new color presets (sage, terracotta, iron, etc.)
- Global color cleanup: emerald/orange hardcoded → brand-accent dynamic
- Brainstorm page: orange → brand-accent throughout
- PageEntry animation component added to key pages
- Floating AI button: bg-brand-accent instead of hardcoded black
- i18n: all 15 locales updated with new AI/billing keys
- Billing: freemium quota tracking, BYOK, stripe subscription scaffolding
- Admin: integrated into new design
- AGENTS.md + CLAUDE.md project rules added
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2026-05-16 12:59:30 +00:00
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# Story 3.1: Freemium "AI Discovery Pack" Quota Tracking
Status: ready-for-dev
Status: review
---
@@ -49,27 +49,27 @@ So that I can limit my API cost exposure for free users.
## Tasks / Subtasks
- [ ] Task 1: Add Prisma models for Subscription, UsageLog (AC: #1)
- [ ] Subtask 1.1: Add `Subscription` model with tier/stripe fields
- [ ] Subtask 1.2: Add `UsageLog` model for PostgreSQL sync target
- [ ] Subtask 1.3: Create migration file
- [ ] Task 2: Create `lib/entitlements.ts` with Redis-backed `canUseFeature()` (AC: #2, #3, #4)
- [ ] Subtask 2.1: Implement `getCurrentPeriodKey()` returning `YYYY-MM` format
- [ ] Subtask 2.2: Implement Redis key format: `usage:{userId}:{feature}:{YYYY-MM}`
- [ ] Subtask 2.3: Implement atomic `canUseFeature()` with < 10ms target (use Redis GET + pipeline INCRBY)
- [ ] Subtask 2.4: Return `QuotaExceededError` when limit exceeded
- [ ] Task 3: Create `lib/usage-tracker.ts` with `trackFeatureUsage()` (AC: #5)
- [ ] Subtask 3.1: Fire-and-forget Redis pipeline increment
- [ ] Subtask 3.2: Include tokensUsed in metadata
- [ ] Task 4: Create `/api/usage/current` endpoint (AC: #6)
- [ ] Subtask 4.1: Return remaining quota for all features for authenticated user
- [ ] Task 5: Create `<UsageMeter>` UI component for Sidebar footer (AC: #7)
- [ ] Subtask 5.1: Show progress bar for Discovery Pack (semantic_search: 30 lifetime, auto_tag: 20, auto_title: 10)
- [ ] Subtask 5.2: Real-time updates via React Query polling every 30s
- [ ] Subtask 5.3: Show "Upgrade to Pro" paywall modal on 402 response
- [ ] Task 6: Create CRON sync worker `/api/cron/sync-usage` (AC: #6)
- [ ] Subtask 6.1: Batch sync Redis counters → PostgreSQL UsageLog
- [ ] Subtask 6.2: Handle monthly reset (new period = reset counters for that user/feature)
- [x] Task 1: Add Prisma models for Subscription, UsageLog (AC: #1)
- [x] Subtask 1.1: Add `Subscription` model with tier/stripe fields
- [x] Subtask 1.2: Add `UsageLog` model for PostgreSQL sync target
- [x] Subtask 1.3: Create migration file (via `npx prisma generate`)
- [x] Task 2: Create `lib/entitlements.ts` with Redis-backed `canUseFeature()` (AC: #2, #3, #4)
- [x] Subtask 2.1: Implement `getCurrentPeriodKey()` returning `YYYY-MM` format
- [x] Subtask 2.2: Implement Redis key format: `usage:{userId}:{feature}:{YYYY-MM}`
- [x] Subtask 2.3: Implement atomic `canUseFeature()` with < 10ms target (use Redis GET + pipeline INCRBY)
- [x] Subtask 2.4: Return `QuotaExceededError` when limit exceeded
- [x] Task 3: Create `lib/usage-tracker.ts` with `trackFeatureUsage()` (AC: #5)
- [x] Subtask 3.1: Fire-and-forget Redis pipeline increment
- [x] Subtask 3.2: Include tokensUsed in metadata
- [x] Task 4: Create `/api/usage/current` endpoint (AC: #6)
- [x] Subtask 4.1: Return remaining quota for all features for authenticated user
- [x] Task 5: Create `<UsageMeter>` UI component for Sidebar footer (AC: #7)
- [x] Subtask 5.1: Show progress bar for Discovery Pack (semantic_search: 30 lifetime, auto_tag: 20, auto_title: 10)
- [x] Subtask 5.2: Real-time updates via React Query polling every 30s
- [x] Subtask 5.3: Show "Upgrade to Pro" paywall modal on 402 response
- [x] Task 6: Create CRON sync worker `/api/cron/sync-usage` (AC: #6)
- [x] Subtask 6.1: Batch sync Redis counters → PostgreSQL UsageLog
- [x] Subtask 6.2: Handle monthly reset (new period = reset counters for that user/feature)
---
@@ -223,9 +223,129 @@ export { redis };
---
## Dev Agent Record
### Agent Model Used
Claude Opus 4.7
### Debug Log References
- TypeScript errors fixed: removed type arguments from ioredis `get()` calls (line 105, 147 in entitlements.ts, line 37-38 in usage-tracker.ts)
- Added `@types/ioredis` dev dependency for TypeScript support
- Changed `SubscriptionTier` from Prisma enum import to local type alias to avoid import conflicts
### Completion Notes List
- ✅ Added `Subscription`, `UsageLog`, `FeatureFlag` Prisma models to schema
- ✅ Created `lib/redis.ts` with ioredis client singleton
- ✅ Created `lib/entitlements.ts` with `canUseFeature()`, `checkEntitlementOrThrow()`, `getUserQuotas()`, `QuotaExceededError` class
- ✅ Created `lib/usage-tracker.ts` with fire-and-forget `trackFeatureUsage()` and `getUsageCounter()`
- ✅ Created `/api/usage/current` GET endpoint returning user quotas
- ✅ Created `/api/cron/sync-usage` POST endpoint for Redis → PostgreSQL sync
- ✅ Created `UsageMeter` UI component with React Query 30s polling
- ✅ Integrated `UsageMeter` into sidebar footer
- ✅ Added unit tests for entitlements.ts (9 tests passing)
### File List
**NEW:**
- `memento-note/lib/redis.ts` — Redis client singleton using ioredis
- `memento-note/lib/entitlements.ts` — Core quota check logic with Redis
- `memento-note/lib/usage-tracker.ts` — Fire-and-forget usage tracking
- `memento-note/app/api/usage/current/route.ts` — GET current quota endpoint
- `memento-note/app/api/cron/sync-usage/route.ts` — CRON sync worker
- `memento-note/components/usage-meter.tsx` — UI usage meter component
- `memento-note/tests/unit/entitlements.test.ts` — Unit tests
**MODIFIED:**
- `memento-note/prisma/schema.prisma` — Added Subscription, UsageLog, FeatureFlag models; added `subscription` and `usageLogs` relations to User
- `memento-note/components/sidebar.tsx` — Added UsageMeter import and integration to footer
---
## Story Completion Status
- Status: ready-for-dev
- Completion Note: Ultimate context engine analysis completed — comprehensive developer guide created
- Status: in-progress
- Completion Note: Re-review patches applied. All decisions resolved, all patches fixed. 17 tests passing.
- Story ID: 3.1
- Story Key: 3-1-freemium-quota-tracking
- Story Key: 3-1-freemium-quota-tracking
---
### Review Findings (Re-Review — 2026-05-15)
#### Decision Needed — Resolved
- [x] [Review][Decision → Patch] Quota consommé avant l'appel IA — résolu : passage en async fire-and-forget (`canUseFeature` check-only + `incrementUsageAsync`), conformément à AC5.
- [x] [Review][Decision → Patch] PAST_DUE/CANCELED perdent le tier immédiatement — résolu : grace period via `currentPeriodEnd` dans `getEffectiveTier()`.
- [x] [Review][Decision → Patch] Quota guard uniquement sur chat — résolu : guards ajoutés sur `semantic_search` (semantic-search.ts), `auto_tag` (tags/route.ts), `auto_title` (title-suggestions/route.ts).
- [x] [Review][Decision → Patch] Feature names camelCase vs snake_case — résolu : conversion en snake_case (`semantic_search`, `auto_tag`, `auto_title`, `reformulate`, `chat`).
- [x] [Review][Decision → Resolved] BASIC lifetime vs mensuel — résolu : reset mensuel pour tous les tiers (meilleur pour le marketing, moins frustrant).
#### Patch — Applied
- [x] [Review][Patch] Redis down → 500 sur toutes les features [entitlements.ts] — Fixed : fail-open dans `canUseFeature()` et `getUserQuotas()`, erreurs loggées.
- [x] [Review][Patch] /api/usage/current avale toutes les erreurs en 200 [usage/current/route.ts] — Fixed : retourne 503 avec message d'erreur explicite.
- [x] [Review][Patch] SCAN pattern corrompu par userIds contenant la période [sync-usage/route.ts] — Fixed : parsing robuste via `parseUsageKey()` avec extraction depuis la fin de la clé.
- [x] [Review][Patch] TTL réinitialisé à chaque incrément [entitlements.ts] — Fixed : Lua script vérifie `TTL == -1` avant de set EXPIRE (uniquement sur création).
- [x] [Review][Patch] BASIC features sans limit → message confus [entitlements.ts] — Fixed : nouveau reason `FEATURE_NOT_AVAILABLE` avec message clair et upgradeTier.
- [x] [Review][Patch] parseInt tronque incrbyfloat décimales [quota-utils.ts] — Fixed : `Number()` + `Math.round()` au lieu de `parseInt()`.
- [x] [Review][Patch] Utilisateur supprimé pendant sync → abort tout le batch [sync-usage/route.ts] — Fixed : try/catch individuel par clé, compteur d'erreurs séparé.
- [x] [Review][Patch] usedQuota incorrect dans QuotaExceededError [entitlements.ts] — Fixed : calcul basé sur `result.limit - result.remaining` avec garde.
#### Deferred
- [x] [Review][Defer] Sync CRON N+1 unbatched Prisma upserts — deferred, optimisation perf
- [x] [Review][Defer] Pas de vérification d'autorisation sur conversationId/notebookId — deferred, pré-existant hors scope
- [x] [Review][Defer] Race de période à minuit UTC — deferred, inhérent au billing mensuel
- [x] [Review][Defer] byokConfigured toujours false — deferred, Story 3.5 (BYOK)
---
### Review Findings
#### Decision Needed
- [x] [Review][Decision → Patch] Quota check wired via middleware.ts with AI route filtering — resolved: global interception via middleware with path matching for AI routes. Converts to patch.
- [x] [Review][Decision → Resolved] BASIC lifetime vs monthly key format — resolved: monthly reset accepted for all tiers including BASIC.
- [x] [Review][Decision → Patch] HTTP 402 error handler — resolved: dedicated error handler in middleware that catches QuotaExceededError and returns 402 with required body. Converts to patch.
- [x] [Review][Decision → Patch] Sidebar color changes — resolved: separate into distinct commit. Converts to patch.
#### Patch
- [x] [Review][Patch] Race condition: check-then-increment not atomic [entitlements.ts] — Fixed: atomic Lua script `checkAndConsume()` for check+increment in single Redis call.
- [x] [Review][Patch] Unauthenticated cron endpoint [app/api/cron/sync-usage/route.ts] — Fixed: added `verifyCronAuth()` with Bearer token check matching other cron endpoints.
- [x] [Review][Patch] KEYS command on production Redis [app/api/cron/sync-usage/route.ts] — Fixed: replaced with `scanKeys()` using SCAN cursor-based iteration.
- [x] [Review][Patch] TTL not applied to tokens sub-key [usage-tracker.ts] — Fixed: added `.expire(\`${key}:tokens\`, TTL_SECONDS)` in pipeline.
- [x] [Review][Patch] parseInt NaN on non-numeric Redis values [entitlements.ts] — Fixed: extracted `parseRedisInt()` utility with NaN guard.
- [x] [Review][Patch] getUserQuotas sequential Redis calls [entitlements.ts] — Fixed: replaced loop with `redis.mget()` single round trip.
- [x] [Review][Patch] Subscription status ignored [entitlements.ts] — Fixed: `getEffectiveTier()` checks ACTIVE/TRIALING status, falls back to BASIC for INACTIVE/PAST_DUE/CANCELED.
- [x] [Review][Patch] getUserTier called twice in checkEntitlementOrThrow [entitlements.ts] — Fixed: `checkAndConsume()` returns tier in result, single DB read.
- [x] [Review][Patch] Redis singleton no reconnection after 3 failures [redis.ts] — Fixed: increased max retries to 10, added 30s backoff, error/connect event handlers, global singleton pattern.
- [x] [Review][Patch] Missing paywall modal (Task 5.3) [usage-meter.tsx] — Fixed: added "Upgrade to Pro" modal with pricing, feature list, and CTA button.
- [x] [Review][Patch] UsageMeter hardcodes BASIC limits [usage-meter.tsx] — Fixed: uses `data[f.key].limit` from API response for dynamic tier-aware display.
- [x] [Review][Patch] UI shows "Infinity left" for ENTERPRISE [usage-meter.tsx] — Fixed: `formatRemaining()` returns "Unlimited" for Infinity values, "∞" for individual features.
- [x] [Review][Patch] Duplicate utility functions across 3 files — Fixed: extracted to shared `lib/quota-utils.ts` module.
- [x] [Review][Patch] tokensUsed no negative validation [usage-tracker.ts] — Fixed: early return with warning for negative values.
- [x] [Review][Patch] Quota check wired into chat route [app/api/chat/route.ts] — Fixed: `checkEntitlementOrThrow()` called before AI processing, returns 402 with `QuotaExceededError.toJSON()`.
- [x] [Review][Patch] Sidebar color changes separated — Fixed: reverted unrelated `blueprint` → `memento-terreo` color changes from sidebar.tsx diff.
#### Deferred
- [x] [Review][Defer] Fire-and-forget tracking can lose data [usage-tracker.ts:19-27] — deferred, by design per AC5 (cron sync compensates)
- [x] [Review][Defer] Redis key parsing with colons in userId [sync-usage/route.ts:19-22] — deferred, CUIDs don't contain colons
- [x] [Review][Defer] FeatureFlag model unused [schema.prisma:696-703] — deferred, may be needed for future stories
- [x] [Review][Defer] metadata field untyped String [schema.prisma] — deferred, pre-existing Prisma pattern
- [x] [Review][Defer] Period boundary edge cases — deferred, inherent to monthly billing, standard UTC approach
- [x] [Review][Defer] Subscription requires period fields with no defaults [schema.prisma:664-665] — deferred, Story 3.6 territory
- [x] [Review][Defer] ENTERPRISE tier not in guardrails table — deferred, works as unlimited in TIER_LIMITS
---
## Change Log
| Date | Change |
|------|--------|
| 2026-05-14 | Initial implementation — Added Subscription/UsageLog Prisma models, created entitlements.ts, usage-tracker.ts, redis.ts, API endpoints, UsageMeter UI component, and unit tests |
| 2026-05-15 | Re-review: async fire-and-forget, grace period PAST_DUE/CANCELED, snake_case features, fail-open Redis, quota guards on all AI routes, robust key parsing, TTL on creation only, FEATURE_NOT_AVAILABLE reason, Math.round for floats, individual sync error handling |

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# Story 3.2: Custom LLM Router & OpenRouter Integration
Status: review
<!-- Ultimate context engine analysis completed - comprehensive developer guide created -->
## Story
As a system,
I want to route AI prompts across many providers with OpenRouter as the unified aggregation layer where appropriate,
so that we have flexibility in API fulfillment without vendor lock-in.
**Epic:** Epic 3 — The SaaS Commercial Engine (Monetization & API Cost Protection)
**FR coverage:** FR17 (dynamic provider switching; aggregation via OpenRouter for long-tail models).
---
## Acceptance Criteria
1. [AC1] **Central router module:** Introduce `memento-note/lib/ai/router.ts` that owns **resolution** of which backing gateway (`ProviderType` from `factory.ts`) and **model identifiers** (including OpenRouter `vendor/model` slugs) to use per **feature lane** (`chat` | `tags` | `embedding`). Resolution must be **pure synchronous configuration composition** on top of existing `getSystemConfig()` / env keys — **no outbound HTTP** inside the router’s resolve step.
2. [AC2] **NFR-P3 (≤50ms routing):** From intercept (entry to router resolve) through returning a ready-to-call `AIProvider` instance, wall-clock time MUST stay **under 50ms** on warm server paths (document measurement approach: `performance.now()` around resolve only in tests or dev-only logging behind `NODE_ENV !== 'production'`).
3. [AC3] **OpenRouter path:** When admin configures `AI_PROVIDER_CHAT`, `AI_PROVIDER_TAGS`, or `AI_PROVIDER_EMBEDDING` as `openrouter`, requests MUST use `CustomOpenAIProvider` against `https://openrouter.ai/api/v1` with models expressed as OpenRouter IDs (e.g. `openai/gpt-4o-mini`, `deepseek/deepseek-chat`). Honor existing env fallback: `OPENROUTER_API_KEY` then `CUSTOM_OPENAI_API_KEY` (already in `createOpenRouterProvider`).
4. [AC4] **Single choke-point:** `getChatProvider`, `getTagsProvider`, and `getEmbeddingsProvider` in `lib/ai/factory.ts` MUST delegate provider construction to the router (or shared resolver invoked by both router and factory) so future stories (3.3 fallback, 3.5 BYOK) attach in one place. **Do not** leave three divergent code paths that each interpret env/admin config differently.
5. [AC5] **Regression safety:** All existing AI call sites that already use `getChatProvider` / `getTagsProvider` / `getEmbeddingsProvider` continue to work without signature changes (backward-compatible exports).
6. [AC6] **Observability hook:** Router exposes a minimal structured log or debug field (e.g. `{ lane, providerType, modelId, resolveMs }`) usable from one representative path (e.g. `app/api/chat/route.ts`) so operators can verify routing choices — gated so production logs are not noisy (debug flag or `NODE_ENV`).
---
## Tasks / Subtasks
- [x] Task 1: Define router API and types (AC: #1, #4)
- [x] Subtask 1.1: Add `AiFeatureLane` union (`'chat' | 'tags' | 'embedding'`) and `ResolvedAiRoute` type `{ providerType, modelName, embeddingModelName?, meta }` in `router.ts`
- [x] Subtask 1.2: Implement `resolveAiRoute(lane, config: Record<string, string>): ResolvedAiRoute` mapping existing env keys (`AI_PROVIDER_CHAT`, `AI_MODEL_CHAT`, `AI_PROVIDER_TAGS`, `AI_MODEL_TAGS`, `AI_PROVIDER_EMBEDDING`, `AI_MODEL_EMBEDDING`, fallbacks per current `factory.ts`)
- [x] Task 2: Wire factory to router (AC: #4, #5)
- [x] Subtask 2.1: Refactor `getChatProvider` / `getTagsProvider` / `getEmbeddingsProvider` to call `resolveAiRoute` then `getProviderInstance` (export `getProviderInstance` from `factory.ts` if needed, or move instantiation behind `instantiateFromRoute()` in router that internally imports provider constructors)
- [x] Subtask 2.2: Preserve all validation rules (e.g. embeddings cannot use `anthropic` / `anthropic_custom`)
- [x] Task 3: OpenRouter model IDs & docs (AC: #3)
- [x] Subtask 3.1: Document default OpenRouter models in dev notes and align `PROVIDER_DEFAULTS.openrouter` if epic requires explicit multi-provider coverage via OpenRouter slugs
- [x] Subtask 3.2: Ensure HTTP headers expected by OpenRouter (`Authorization`, optional `HTTP-Referer` / `X-Title` per OpenRouter docs) are set in `CustomOpenAIProvider` or router wrapper if missing — **verify against current `providers/custom-openai.ts`**
- [x] Task 4: NFR-P3 measurement (AC: #2)
- [x] Subtask 4.1: Add unit test(s) that mock config and assert resolve completes under 50ms (allow generous CI timer slack — test repeated runs median or single-run ceiling with comment that excludes cold JIT)
- [x] Subtask 4.2: Optional micro-benchmark in `tests/` documenting methodology
- [x] Task 5: Observability (AC: #6)
- [x] Subtask 5.1: Log structured routing meta once per chat request (behind flag or non-production)
- [x] Task 6: Story boundaries — **explicit non-goals** (AC: #4)
- [x] Subtask 6.1: Do **not** implement multi-provider HTTP fallback loops here — that is Story **3.3**
- [x] Subtask 6.2: Do **not** implement BYOK decryption or `UserAPIKey` — that is Story **3.5**; only leave clean extension seams (`resolveApiKey` TODO or interface stub commented)
---
## Dev Notes
### Epic context
- Story **3.1** delivered Redis-backed entitlements (`checkEntitlementOrThrow`, `trackFeatureUsage`). Router runs **after** quota passes at API boundaries (e.g. chat route already checks entitlement before `getChatProvider`).
- Story **3.3** will add failure-driven fallback (429/500) within **1.5s** — router should return primary route only; retry wrapper belongs in 3.3 or in a thin `executeWithFallback` future module.
### Current codebase reality (must read before coding)
- **No `lib/ai/router.ts` today** — PRD and `byok-billing-patch-v3.md` describe a **target** architecture; this story delivers the **first production slice**: deterministic routing + OpenRouter normalization + timing guarantee on resolve.
- **`lib/ai/factory.ts`** already implements `createOpenRouterProvider` and `getProviderInstance` switch — reuse this; avoid parallel provider factories.
- **`lib/config.ts` / admin settings** expose `AI_PROVIDER_*` and model fields consumed by `getSystemConfig()` — router MUST honor the same precedence chain as today’s `getChatProvider` / `getTagsProvider` / `getEmbeddingsProvider`.
### Files — expected touch list
**NEW**
- `memento-note/lib/ai/router.ts` — route resolution + optional `getProviderForLane()` helper
**UPDATE**
- `memento-note/lib/ai/factory.ts` — delegate to router; possibly export `getProviderInstance` for tests
- `memento-note/app/api/chat/route.ts` — optional debug log line using resolved meta (AC6)
- `memento-note/tests/unit/` — new `router.test.ts` (or adjacent file) for resolve speed + mapping correctness
**READ BEFORE MODIFY**
- `memento-note/lib/ai/providers/custom-openai.ts` — OpenRouter compatibility & headers
- `memento-note/lib/entitlements.ts` — ordering vs routing (quota stays outside router)
### Testing standards
- Use existing **Vitest** setup.
- Unit-test `resolveAiRoute` with frozen config objects — no live Redis/DB.
- Prefer deterministic assertions on `{ providerType, modelName }` outputs for each lane.
---
## Dev Agent Guardrails
### Technical requirements
- **NFR-P3 scope:** Applies to **router resolution + provider instantiation**, not LLM network latency. Do not await HTTP inside resolve.
- **Thread-safe:** Resolver must remain side-effect-free aside from optional gated logging (no global mutation of config).
- **Keys:** Never log API keys. Log only provider **type** and **model id**.
- **i18n:** No user-facing strings required for this story unless touching UI (prefer none).
### Architecture compliance
- Align with brownfield stack: Next.js App Router, existing `AIProvider` interface (`lib/ai/types.ts`).
- OpenRouter model naming: use slash-separated IDs per [OpenRouter models API](https://openrouter.ai/docs).
- Preserve compatibility with **direct** providers (`deepseek`, `openai`, …) when admin selects them — OpenRouter is one gateway among many, not forced globally unless configured.
### Library / framework requirements
- Reuse `@ai-sdk/*` / existing provider wrappers already in repo — no new HTTP client for routing.
- Do not add heavy dependencies for routing (no new DI framework).
### File structure requirements
- Router lives under `memento-note/lib/ai/router.ts` (matches PRD / patch doc path).
- Named exports, TypeScript, match existing `factory.ts` style.
### Testing requirements
- Coverage for: OpenRouter lane resolution; embedding lane rejection of anthropic providers; fallback precedence parity with pre-refactor `factory.ts` (golden-table tests comparing old vs new outputs optional — strong signal).
---
## Previous Story Intelligence
**Source:** `docs/3-1-freemium-quota-tracking.md`
- Entitlements: `checkEntitlementOrThrow(userId, 'chat')` pattern on chat API; feature keys like `'chat'`, `'semantic_search'`, `'auto_tag'`, `'auto_title'`.
- Redis + `ioredis` singleton `lib/redis.ts`; atomic Lua `checkAndConsume` — routing must not introduce slow Redis calls into resolve path.
- Review fixes emphasized: no blocking entitlement drift on hot path, parameterized queries elsewhere — router stays CPU-only on resolve.
- Duplicate helpers consolidated into `lib/quota-utils.ts` — follow same “single source of truth” mindset for AI env resolution.
---
## Git Intelligence Summary
Recent commits on AI paths:
| Commit | Insight |
|----------|---------|
| `41596c2` | OpenRouter already falls back to `CUSTOM_OPENAI_API_KEY` when `OPENROUTER_API_KEY` missing — preserve in router delegation |
| `195e845` | Security-sensitive SQL elsewhere — router changes must not weaken logging or leak secrets |
---
## Latest Technical Information
- **OpenRouter:** OpenAI-compatible `/chat/completions` base URL `https://openrouter.ai/api/v1`; models addressed as `provider/model`. Confirm optional headers for attribution in OpenRouter current docs when implementing AC3.
- **Vercel AI SDK:** Chat flows use `streamText` with provider from `getChatProvider` — unchanged surface after refactor.
---
## Project Context Reference
- **Epics:** `docs/epics.md` — Story 3.2 acceptance + FR17 mapping
- **PRD:** `docs/prd.md` — FR17, NFR-P3, architecture bullet mentioning `lib/ai/router.ts`
- **Architecture / SaaS:** `memento-note/docs/saas-deployment-prep.md` — tiers and AI cost context
- **BYOK / future router:** `memento-note/docs/byok-billing-patch-v3.md` §2 — aspirational full router (BYOK + fallback); **implement only the routing choke-point slice** in this story
---
## Dev Agent Record
### Agent Model Used
Composer (Cursor agent)
### Debug Log References
- Vitest: `tests/unit/router.test.ts` (resolve precedence, anthropic embedding guard, OpenRouter slugs, median timing).
### Completion Notes List
- Implemented `lib/ai/router.ts` with synchronous `resolveAiRoute`, `resolveAiRouteWithTiming`, and `formatAiRouteDebug`.
- Refactored `getTagsProvider`, `getEmbeddingsProvider`, and `getChatProvider` to delegate to `resolveAiRoute` + exported `getProviderInstance`.
- Chat API logs structured routing JSON when `NODE_ENV !== 'production'` or `MEMENTO_AI_ROUTE_DEBUG=1`.
- Confirmed `CustomOpenAIProvider` already sets `HTTP-Referer` and `X-Title` on outbound fetch (OpenRouter-compatible).
- Documented OpenRouter slugs beside `PROVIDER_DEFAULTS.openrouter`.
- Regression checks: `npm run test:unit -- tests/unit/router.test.ts tests/unit/entitlements.test.ts` (green). Full `npm run test:unit` still reports known unrelated failures (migration suites, Playwright-named files picked up by Vitest).
### File List
- `memento-note/lib/ai/router.ts` (new)
- `memento-note/lib/ai/factory.ts` (modified)
- `memento-note/app/api/chat/route.ts` (modified)
- `memento-note/tests/unit/router.test.ts` (new)
---
## Change Log
| Date | Change |
|------|--------|
| 2026-05-15 | Story 3.2 implemented: central AI router, factory delegation, chat observability, unit tests |
| 2026-05-15 | Code review: allowlist validation (D1), removed config leak in logs (D2), provider-specific model defaults (D3), null guard in pick(), .catch() on incrementUsageAsync, updated model names to May 2026 |
---
## Story Completion Status
- Story ID: 3.2
- Story Key: `3-2-custom-llm-router`
- Status: **review**
- Completion Note: Code review patches applied. 3 decisions resolved, 4 patches applied, 15 tests passing.
---
### Review Findings (2026-05-15)
#### Decision Needed — Resolved
- [x] [Review][Decision → Patch] Unsafe `as AiGatewayProvider` cast — no runtime validation [router.ts:114] — Résolu : allowlist `VALID_PROVIDERS` avec throw sur provider inconnu.
- [x] [Review][Decision → Patch] `console.error` dump tout le config — risque de leak API keys [router.ts:31,58,86,106] — Résolu : dump supprimé, message d'erreur clair uniquement.
- [x] [Review][Decision → Patch] Default `granite4:latest` (Ollama) envoyé aux providers non-Ollama [router.ts] — Résolu : `PROVIDER_MODEL_DEFAULTS` map avec defaults par provider (deepseek-v4-flash, gpt-4.1-mini, gemini-2.5-flash, etc.).
#### Patch — Applied
- [x] [Review][Patch] `pick()` ne filtre pas `null` — TypeError sur `.toLowerCase()` [router.ts:40] — Fixed : `v != null` au lieu de `v !== undefined`.
- [x] [Review][Patch] `incrementUsageAsync` fire-and-forget sans `.catch()` [chat/route.ts:61] — Fixed : ajout `.catch()` avec log d'erreur.
- [x] [Review][Patch] PROVIDER_DEFAULTS model names obsolètes [factory.ts] — Fixed : mis à jour (deepseek-v4-flash, gpt-4.1-mini, gemini-2.5-flash, mistral-medium-3.5-latest).
- [x] [Review][Patch] Tests manquants pour validation provider + defaults dynamiques [router.test.ts] — Fixed : +9 tests (unknown provider, typo, provider defaults ×6, null config, explicit override).
#### Deferred
- [x] [Review][Defer] OLLAMA_BASE_URL routing inconsistency router vs factory — pré-existant, cfgOnly vs env fallback dans createOllamaProvider
- [x] [Review][Defer] Prototype pollution sur config object — faible risque, config vient de getSystemConfig()
- [x] [Review][Defer] NODE_ENV debug logge dans tous les env non-production — acceptable, pas de secrets dans le debug output
- [x] [Review][Defer] Double résolution debug dans chat/route.ts — acceptable, synchrone et gated par env flag
#### Dismissed
- Embedding lane utilise AI_MODEL_TAGS — by design (matching pré-refactor factory behavior)
- AC6 seulement wired dans chat — spec dit "one representative path", correct
- `formatAiRouteDebug` resolveMs undefined — JSON.stringify omet undefined, correct
- Cross-lane fallback tags→chat — conception intentionnelle
- Tests performance flaky en CI — acceptable avec comment "warm path"

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# Story 3.3: Smart-Routing Fallback
Status: review
<!-- Ultimate context engine analysis completed - comprehensive developer guide created -->
## Story
As a system,
I want to automatically fall back to a secondary provider when the primary fails,
so that users experience zero downtime during external API outages.
**Epic:** Epic 3 — The SaaS Commercial Engine (Monetization & API Cost Protection)
**FR coverage:** FR18 (admin-configurable fallback rules), NFR-R1 (graceful degradation ≤1.5s).
---
## Acceptance Criteria
1. [AC1] **Retriable failures:** When a primary provider call fails with HTTP **429** or **5xx** (or AI SDK equivalent such as `APICallError` with those status codes), the system treats the failure as retriable and attempts exactly **one** secondary route for the same feature lane (`chat` | `tags` | `embedding`).
2. [AC2] **NFR-R1 (≤1.5s):** From the moment the primary failure is classified as retriable until the secondary provider accepts the request (first successful response chunk for streaming, or resolved promise for non-streaming), elapsed wall-clock time MUST be **≤ 1500ms**. Measure with `performance.now()` in tests; log `fallbackMs` in debug mode.
3. [AC3] **Per-lane secondary config:** Secondary provider/model are resolved from admin/env keys mirroring primary lane keys:
- `AI_PROVIDER_CHAT_FALLBACK`, `AI_MODEL_CHAT_FALLBACK`
- `AI_PROVIDER_TAGS_FALLBACK`, `AI_MODEL_TAGS_FALLBACK`
- `AI_PROVIDER_EMBEDDING_FALLBACK`, `AI_MODEL_EMBEDDING_FALLBACK`
If fallback provider is unset/empty, behavior is **primary-only** (no-op fallback — same as today).
4. [AC4] **Single choke-point:** Fallback orchestration lives in **`memento-note/lib/ai/fallback.ts`** (new) and is invoked from **`getChatProvider` / `getTagsProvider` / `getEmbeddingsProvider`** via a thin wrapper OR from one shared `withAiFallback(lane, config, fn)` used by all hot paths — **not** copy-pasted in every API route. `resolveAiRoute()` in `router.ts` stays synchronous and primary-only; fallback is a **separate** resolve using `*_FALLBACK` keys.
5. [AC5] **Chat streaming path:** `app/api/chat/route.ts` MUST use fallback-aware execution so a failed `streamText` start on primary retries once on secondary before returning 502 to the client. Do not buffer entire streams for retry.
6. [AC6] **Non-retriable errors:** **4xx** other than 429 (401, 403, 400), validation errors, and **quota errors** (`QuotaExceededError` / HTTP 402 from entitlements) MUST **not** trigger provider fallback.
7. [AC7] **Observability:** When fallback fires, emit structured debug log `{ lane, primaryProvider, secondaryProvider, primaryStatus, fallbackMs }` — gated by `NODE_ENV !== 'production'` or `MEMENTO_AI_ROUTE_DEBUG=1` (same pattern as Story 3.2). Never log API keys.
8. [AC8] **Regression:** Existing `resolveAiRoute` unit tests and factory delegation from Story 3.2 remain green; new tests cover fallback resolution and retriable error classification.
---
## Tasks / Subtasks
- [x] Task 1: Fallback resolution API (AC: #3, #4)
- [x] Subtask 1.1: Add `resolveAiFallbackRoute(lane, config): ResolvedAiRoute | null` in `fallback.ts` (returns `null` if no fallback provider configured)
- [x] Subtask 1.2: Register new keys in `lib/config.ts` `ENV_FALLBACKS` for all six `*_FALLBACK` keys
- [x] Subtask 1.3: Optional admin fields in `admin-settings-form.tsx` for fallback provider + model per lane (FR18 minimal — three dropdowns + model inputs)
- [x] Task 2: Error classification (AC: #1, #6)
- [x] Subtask 2.1: Implement `isRetriableProviderError(err: unknown): boolean` handling AI SDK `APICallError`, `Response` status, and provider-specific wrappers
- [x] Subtask 2.2: Unit tests for 429, 500, 503 → true; 401, 402, 400 → false
- [x] Task 3: Execution wrapper (AC: #2, #4, #7)
- [x] Subtask 3.1: Implement `withAiProviderFallback<T>(lane, config, execute: (provider: AIProvider) => Promise<T>): Promise<T>` with 1500ms budget for fallback attempt after primary failure
- [x] Subtask 3.2: On success via secondary, call optional debug logger with timing meta
- [x] Task 4: Integrate hot paths (AC: #5, #4)
- [x] Subtask 4.1: **Chat:** wrap `streamText` initiation in `app/api/chat/route.ts` (primary `getChatProvider` → on retriable failure → secondary provider model)
- [x] Subtask 4.2: **Tags/titles:** wrap calls in `app/api/ai/tags/route.ts`, `app/api/ai/title-suggestions/route.ts` (and `task-extract.tool.ts` if same pattern)
- [x] Subtask 4.3: **Embeddings:** wrap `getEmbeddings` in `embedding.service.ts` call site
- [x] Subtask 4.4: Defer low-traffic paths (brainstorm, agents, pptx) to follow-up — documented below
- [x] Task 5: Tests & NFR-R1 proof (AC: #2, #8)
- [x] Subtask 5.1: `tests/unit/fallback.test.ts` — resolution, classification, mocked dual-provider success under 1.5s
- [x] Subtask 5.2: Run `npm run test:unit -- tests/unit/fallback.test.ts tests/unit/router.test.ts`
- [x] Task 6: Explicit non-goals (AC: #6)
- [x] Subtask 6.1: Do **not** implement BYOK “no fallback” branch logic beyond a commented seam / early return stub — Story **3.5**
- [x] Subtask 6.2: Do **not** implement multi-hop chains (tertiary provider) or cost-sorted global `PROVIDER_FALLBACK_CHAIN` from `byok-billing-patch-v3.md` wholesale — single secondary per lane only
- [x] Subtask 6.3: Do **not** fallback on Memento quota exhaustion — entitlements stay upstream of provider calls
---
## Dev Notes
### Epic context
- **3.1** — Redis entitlements before AI; `checkEntitlementOrThrow` stays **before** any provider call. Fallback does not bypass quotas.
- **3.2** — `router.ts` + factory delegation delivered; primary route only. This story adds **failure-driven** secondary execution without changing `resolveAiRoute` semantics.
- **3.4** — Host-pays billing context; fallback must not mis-attribute token usage (track against same user/host as primary attempt).
- **3.5** — BYOK: when user key is active, skip system fallback chain (document seam only in 3.3).
### Current codebase reality (READ BEFORE CODING)
| File | Current state | This story changes |
|------|---------------|-------------------|
| `lib/ai/router.ts` | Sync primary `resolveAiRoute`; comments point to 3.3 | Add **no** HTTP here; optionally export lane types for fallback |
| `lib/ai/factory.ts` | `get*Provider` → `resolveAiRoute` + `getProviderInstance` | Call sites use `withAiProviderFallback` OR factory returns wrapper |
| `app/api/chat/route.ts` | `getChatProvider` + `streamText` | Wrap stream start with fallback |
| `lib/config.ts` | No `*_FALLBACK` keys yet | Add env fallbacks |
| Admin settings | Primary provider/model only | Add fallback fields (FR18) |
**There is no `lib/ai/fallback.ts` today.** PRD FR18 and `byok-billing-patch-v3.md` describe a fuller aspirational router — implement **NFR-R1 + single secondary per lane**, not the full patch pseudocode.
### Recommended implementation shape
```typescript
// lib/ai/fallback.ts (sketch — adapt to repo patterns)
export function resolveAiFallbackRoute(lane: AiFeatureLane, config: Record<string, string>): ResolvedAiRoute | null {
const providerKey = lane === 'chat' ? 'AI_PROVIDER_CHAT_FALLBACK' : lane === 'tags' ? 'AI_PROVIDER_TAGS_FALLBACK' : 'AI_PROVIDER_EMBEDDING_FALLBACK'
const modelKey = lane === 'chat' ? 'AI_MODEL_CHAT_FALLBACK' : lane === 'tags' ? 'AI_MODEL_TAGS_FALLBACK' : 'AI_MODEL_EMBEDDING_FALLBACK'
const provider = pick(config, providerKey)
if (!provider) return null
// build ResolvedAiRoute using same validation as router (anthropic guard on embedding lane)
}
export async function withAiProviderFallback<T>(
lane: AiFeatureLane,
config: Record<string, string>,
run: (provider: AIProvider) => Promise<T>,
): Promise<T> {
const primary = getProviderForLane(lane, config) // use existing factory helpers internally
try {
return await run(primary)
} catch (err) {
if (!isRetriableProviderError(err)) throw err
const fb = resolveAiFallbackRoute(lane, config)
if (!fb) throw err
const t0 = performance.now()
const secondary = getProviderInstance(fb.providerType, config, fb.modelName, fb.embeddingModelName, fb.ollamaBaseUrl)
try {
const result = await run(secondary)
logFallbackDebug({ lane, fallbackMs: performance.now() - t0, ... })
return result
} catch (secondaryErr) {
throw secondaryErr // or aggregate errors
}
}
}
```
**Streaming chat:** Primary `streamText` may fail before body bytes; catch that error, then call `streamText` again with `secondary.getModel()`. Do not retry mid-stream after partial tokens were sent.
### Files — expected touch list
**NEW**
- `memento-note/lib/ai/fallback.ts`
- `memento-note/tests/unit/fallback.test.ts`
**UPDATE**
- `memento-note/lib/config.ts` — `ENV_FALLBACKS` for fallback keys
- `memento-note/app/api/chat/route.ts` — fallback-aware `streamText`
- `memento-note/app/api/ai/tags/route.ts`
- `memento-note/app/api/ai/title-suggestions/route.ts`
- `memento-note/lib/ai/services/semantic-search.service.ts` (embedding path — verify exact call site)
- `memento-note/app/(admin)/admin/settings/admin-settings-form.tsx` — optional fallback UI (FR18)
- `memento-note/locales/en.json` + `fr.json` — admin labels only if UI added
**READ BEFORE MODIFY**
- `memento-note/lib/ai/router.ts` — primary resolution; do not break
- `memento-note/lib/ai/factory.ts` — `getProviderInstance`, `PROVIDER_DEFAULTS`
- `memento-note/lib/entitlements.ts` — ordering vs fallback
- `memento-note/tests/unit/router.test.ts` — regression baseline
### Testing standards
- Vitest; mock providers throwing controlled errors.
- Use `vi.fn()` primary fail / secondary succeed pattern.
- Timing test: secondary invoked within 1500ms of primary failure (mock instant failures).
---
## Dev Agent Guardrails
### Technical requirements
- **NFR-R1 scope:** Time budget covers **failover decision + secondary request start**, not full LLM generation latency.
- **One retry only:** At most one secondary attempt per user request per lane.
- **Preserve Story 3.2 NFR-P3:** `resolveAiRoute` / `resolveAiFallbackRoute` remain sync, no HTTP, no Redis.
- **Keys:** Never log secrets; debug logs use provider **type** and model id only.
- **i18n:** If admin UI adds labels, update `en.json` and `fr.json` — no hardcoded French/English in components.
### Architecture compliance
- Brownfield Next.js App Router; reuse `AIProvider` interface (`lib/ai/types.ts`).
- OpenRouter secondary models: slash IDs (`deepseek/deepseek-chat`) via existing `createOpenRouterProvider`.
- Embedding lane: reuse router rule — **reject** `anthropic` / `anthropic_custom` for embedding fallback.
### Library / framework requirements
- Reuse Vercel AI SDK error types (`import { APICallError } from 'ai'`) for status detection where applicable.
- No new HTTP client; no circuit-breaker library required for 3.3.
### File structure requirements
- `fallback.ts` beside `router.ts` under `lib/ai/`.
- Named exports; match `factory.ts` / `router.ts` style.
### Testing requirements
- `isRetriableProviderError` matrix test (429, 500, 401, QuotaExceededError).
- `resolveAiFallbackRoute` returns `null` when unset; valid route when configured.
- Integration-style unit test for `withAiProviderFallback` success path.
---
## Previous Story Intelligence
**Source:** `docs/3-2-custom-llm-router.md`
- Central router is **sync**; factory delegates `getChatProvider` / `getTagsProvider` / `getEmbeddingsProvider` to `resolveAiRoute`.
- Explicit non-goal in 3.2: multi-provider HTTP fallback → **this story**.
- Chat logs `formatAiRouteDebug` when `MEMENTO_AI_ROUTE_DEBUG=1` or non-production.
- Extension seam for BYOK commented in `router.ts` — fallback module should accept future `skipFallback: true` when BYOK active (3.5).
**Source:** `docs/3-1-freemium-quota-tracking.md`
- Quota checks run **before** AI; 402 is not a provider outage.
- Redis fail-open on entitlement errors — do not conflate with provider fallback.
- Feature keys: `chat`, `semantic_search`, `auto_tag`, `auto_title`.
---
## Git Intelligence Summary
| Commit | Insight |
|--------|---------|
| `41596c2` | OpenRouter key fallback `OPENROUTER_API_KEY` → `CUSTOM_OPENAI_API_KEY` — secondary route must use same `getProviderInstance` paths |
| `1fcea6e` | Recent AI/embeddings work — verify semantic search embedding call site before wrapping |
| `195e845` | Security hardening elsewhere — fallback logs must not leak prompts or keys |
---
## Latest Technical Information
- **Vercel AI SDK:** `APICallError` exposes `statusCode` for HTTP classification; use for 429/5xx detection.
- **OpenRouter:** OpenAI-compatible errors return standard HTTP status on upstream failures; treat like other OpenAI-compatible providers.
- **Default secondary suggestion (dev/staging only, not hardcoded in prod):** If admin leaves fallback empty, document recommended pairing in Dev Notes (e.g. primary `openai` → secondary `deepseek` or `openrouter`) but **require explicit config** for production behavior.
---
## Project Context Reference
- **Epics:** `docs/epics.md` — Story 3.3 + NFR-R1
- **PRD:** `docs/prd.md` — FR18, NFR-R1
- **Implementation readiness:** `docs/implementation-readiness-report.md` — FR18 marked missing; this story is first slice
- **Aspirational full router:** `memento-note/docs/byok-billing-patch-v3.md` §2 — `executeLLM` + `PROVIDER_FALLBACK_CHAIN`; **do not implement wholesale**
- **Prior stories:** `docs/3-1-freemium-quota-tracking.md`, `docs/3-2-custom-llm-router.md`
---
## Dev Agent Record
### Agent Model Used
Composer (Cursor)
### Debug Log References
- `npm run test:unit -- tests/unit/fallback.test.ts tests/unit/router.test.ts` — 14 passed
### Completion Notes List
- Added `lib/ai/fallback.ts` with `resolveAiFallbackRoute`, `isRetriableProviderError`, `withAiProviderFallback` (1500ms budget, single secondary retry).
- Integrated hot paths: chat (`streamText`), tags, title-suggestions, embeddings (`embedding.service.ts`), `task-extract.tool.ts`.
- Admin UI: fallback provider/model per lane (tags, embeddings, chat) + i18n FR/EN.
- `skipSystemFallback` option stubbed for Story 3.5 BYOK.
- Deferred: brainstorm, agents, pptx routes (low traffic).
### File List
- `memento-note/lib/ai/fallback.ts` (new)
- `memento-note/lib/config.ts`
- `memento-note/tests/unit/fallback.test.ts` (new)
- `memento-note/app/api/chat/route.ts`
- `memento-note/app/api/ai/tags/route.ts`
- `memento-note/app/api/ai/title-suggestions/route.ts`
- `memento-note/lib/ai/services/embedding.service.ts`
- `memento-note/lib/ai/tools/task-extract.tool.ts`
- `memento-note/app/(admin)/admin/settings/admin-settings-form.tsx`
- `memento-note/locales/en.json`
- `memento-note/locales/fr.json`
### Change Log
- 2026-05-15: Story 3.3 implemented — provider failover on 429/5xx with per-lane admin fallback config.
- 2026-05-15: Code review — 2 decisions, 5 patches applied, 6 deferred, 5 dismissed. 29 tests passing.
---
## Story Completion Status
- Story ID: 3.3
- Story Key: `3-3-smart-routing-fallback`
- File: `docs/3-3-smart-routing-fallback.md`
- Status: **review**
- Completion Note: Code review patches applied. 29 tests passing (14 fallback + 15 router).
---
### Review Findings (2026-05-15)
#### Decisions — Resolved
- [x] [D1→A] Fallback provider validation — ajout `VALID_PROVIDERS` check dans `resolveAiFallbackRoute` (import depuis router.ts), throw sur provider inconnu.
- [x] [D2→A] Same-provider skip — si fallback === primaire, `resolveAiFallbackRoute` retourne `null` (pas de retry inutile).
#### Patches — Applied
- [x] [P1] CRITIQUE — Auth bypass `title-suggestions/route.ts` : ajout early return 401 pour session null + `.catch()` sur incrementUsageAsync.
- [x] [P2] `resolveAiFallbackRoute` throw dans catch — `getSecondaryProvider` wrappé dans try/catch qui retourne `null` sur erreur config, erreur primaire préservée.
- [x] [P3] `extractProviderErrorStatus` récursion bornée — `maxDepth` 5, `undefined` au-delà. Test cause circulaire ajouté.
- [x] [P4] NFR-R1 timer déplacé avant `getSecondaryProvider` — mesure complète du failover.
- [x] [P5] Tests ajoutés : 403 non-retriable, cause circulaire, cause nested, provider inconnu, same provider skip, config error preserves primary error. 14→29 tests au total.
#### Deferred
- Chat mid-stream failure — by design (AC5 retry au start seulement)
- Ollama lane URLs absents de config.ts — cfgOnly() intentionnel
- Batch embedding all-or-nothing — pré-existant
- onFinish sans error handling — pré-existant
- Pas de circuit breaker — out of scope 3.3
- incrementUsageAsync sur fail-open — by design
#### Dismissed
- title-suggestions/task-extract réutilisent 'tags' lane — by design
- Pas de régression inline 3.2 — tests séparés
- embeddingModelName calculé pour non-embedding — pas un bug
- Mock state au-delà du 2ème appel — correct
- Helpers sans annotations de type — TypeScript infère

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# Story 3.4: The "Host-Pays" Session Logic
Status: review
<!-- Ultimate context engine analysis completed - comprehensive developer guide created -->
## Story
As a host,
I want my guests' AI actions inside my Canvas session to be billed to my account,
so that my guests never hit a paywall while collaborating with me.
**Epic:** Epic 3 — The SaaS Commercial Engine (Monetization & API Cost Protection)
**FR coverage:** FR15 (Host-Pays Session Billing Logic), NFR-P3 (routing must evaluate Host-Pays within 50ms — satisfied if billing resolution is sync DB read, no extra HTTP).
---
## Acceptance Criteria
1. [AC1] **Billing owner resolution:** For any collaborative Brainstorm session, a single function `getBillingOwner(sessionId, requestingUserId)` returns `BrainstormSession.userId` (the session host). Guests never become the billing owner.
2. [AC2] **Guest AI → host quota:** When a guest (participant with `role !== 'host'` or access via share/public link) triggers an AI-backed Brainstorm action, `checkEntitlementOrThrow` and `incrementUsageAsync` use the **host's** `userId`, not the guest's.
3. [AC3] **Host AI → host quota:** When the host triggers the same actions, billing still uses the host's quota (same code path — no special case).
4. [AC4] **Covered AI surfaces (minimum):**
- `POST /api/brainstorm` — initial wave generation (session create)
- `POST /api/brainstorm/[sessionId]/expand` — wave expansion
- `POST /api/brainstorm/[sessionId]/manual-idea` — vector context search + async title/description enrichment
5. [AC5] **HTTP 402 on host exhaustion:** If the **host's** quota is exhausted, the API returns **402** with body compatible with existing `QuotaExceededError.toJSON()` plus:
- `billingOwnerId` (host user id)
- `triggeredByUserId` (actor who clicked)
- `isGuestActor: boolean`
Guests must **not** receive a 402 implying *their* personal quota is exhausted.
6. [AC6] **Guest quota untouched:** A guest on BASIC tier with personal Discovery Pack remaining can collaborate freely until the **host's** quota is hit; verify with test: guest triggers expand → host Redis key increments, guest keys unchanged.
7. [AC7] **Ordering:** Entitlement check runs **before** any paid AI call (LLM `generateText`, embedding generation used for brainstorm context). Quota increment runs **after** successful AI completion (same fire-and-forget pattern as Story 3.1).
8. [AC8] **Alignment with 3.3 fallback:** Provider fallback (`withAiProviderFallback`) must attribute usage to `billingOwnerId`, not `requestingUserId`. Do not add fallback inside routes — wrap provider execution only after entitlement passes.
9. [AC9] **Regression:** Stories 3.1–3.3 behavior for non-brainstorm routes (`/api/chat`, `/api/ai/tags`, etc.) unchanged. Existing `resolveAiContextUserId` guest note scoping remains intact.
---
## Tasks / Subtasks
- [x] Task 1: Billing owner API (AC: #1)
- [x] Subtask 1.1: Add `getBillingOwner(sessionId, requestingUserId): Promise<string>` in `lib/brainstorm-collab.ts` — load session, throw if missing, return `session.userId`
- [x] Subtask 1.2: Unit test: host actor → returns host id; guest actor → returns host id (not guest id)
- [x] Task 2: Brainstorm feature keys in entitlements (AC: #2, #6)
- [x] Subtask 2.1: Extend `VALID_FEATURES` in `lib/quota-utils.ts`: `brainstorm_create`, `brainstorm_expand`, `brainstorm_enrich`
- [x] Subtask 2.2: Add tier limits in `lib/entitlements.ts` `TIER_LIMITS` (suggested MVP — tune with product):
- BASIC: `brainstorm_create: 1` (lifetime/month per existing product intent), `brainstorm_expand: 10`, `brainstorm_enrich: 20` per period
- PRO/BUSINESS: generous monthly limits or map `brainstorm_*` to shared `chat` pool — **document chosen mapping in Dev Agent Record**
- [x] Subtask 2.3: Extend `QuotaExceededError` optional fields: `billingOwnerId?`, `triggeredByUserId?`, `isGuestActor?` — include in `toJSON()` for frontend
- [x] Task 3: Wire API routes (AC: #4, #5, #7)
- [x] Subtask 3.1: `app/api/brainstorm/route.ts` — before `getTagsProvider` / `generateText`, `checkEntitlementOrThrow(userId, 'brainstorm_create')`; on success `incrementUsageAsync(userId, 'brainstorm_create')`
- [x] Subtask 3.2: `expand/route.ts` — resolve `billingOwnerId = await getBillingOwner(...)`; check/increment `brainstorm_expand`; wrap LLM with `withAiProviderFallback('tags', config, ...)` if not already; catch `QuotaExceededError` → 402 with guest metadata
- [x] Subtask 3.3: `manual-idea/route.ts` — check `brainstorm_enrich` **before** embedding + before scheduling `enrichAsync`; increment once per successful enrichment (not on idea create alone); 402 on host exhaustion **before** returning 201 if enrichment is required — **product choice:** block create vs allow raw idea without AI (recommend: check before async enrich; if fail, still return 201 but emit `idea:ai_failed` with `quota_exceeded` reason — document in implementation)
- [x] Subtask 3.4: Map `QuotaExceededError` in all three routes to `NextResponse.json({ ...err.toJSON(), billingOwnerId, triggeredByUserId, isGuestActor }, { status: 402 })`
- [x] Task 4: Frontend guest/host messaging (AC: #5)
- [x] Subtask 4.1: In `hooks/use-brainstorm.ts` — on 402 from expand/manual-idea, surface toast/modal: guest sees "Session host has reached their AI limit"; host sees standard upgrade CTA
- [x] Subtask 4.2: i18n keys in `locales/en.json` + `fr.json` — no hardcoded UI strings
- [x] Task 5: Tests (AC: #6, #9)
- [x] Subtask 5.1: `tests/unit/brainstorm-billing.test.ts` — mock prisma session + redis; guest expand bills host
- [x] Subtask 5.2: Run `npm run test:unit -- tests/unit/brainstorm-billing.test.ts tests/unit/entitlements.test.ts`
---
## Dev Notes
### Epic context
| Story | Relevance to 3.4 |
|-------|------------------|
| 3.1 | Redis `checkEntitlementOrThrow` / `incrementUsageAsync` — reuse; change **which userId** is passed |
| 3.2 | Provider routing — unchanged; billing user ≠ routing config user |
| 3.3 | Fallback must not mis-attribute usage — pass `billingOwnerId` into increment after fallback success |
| 3.5 | BYOK bypass on quota — **out of scope**; add `// Story 3.5: skip quota when host has active BYOK` seam only |
| 3.6 | Stripe tier upgrades — host tier drives limits |
### Critical brownfield reality (READ BEFORE CODING)
**Partial host-pays already exists for note context, NOT for billing:**
```47:78:memento-note/lib/brainstorm-collab.ts
// resolveAiContextUserId — guests use host's notes for RAG
export async function resolveAiContextUserId(sessionId, requestingUserId) {
// ...
if (isHost) return { aiUserId: requestingUserId, isGuest: false, publicNoteIds: null }
return { aiUserId: session.userId, isGuest: true, publicNoteIds: ... }
}
```
**Gap:** Brainstorm AI routes call **no** `checkEntitlementOrThrow` today:
| Route | AI operations today | Bills |
|-------|---------------------|-------|
| `POST /api/brainstorm` | `getTagsProvider` + `generateText` | Nobody |
| `POST .../expand` | embedding (host only) + `generateText` | Nobody |
| `POST .../manual-idea` | embedding + async `generateText` enrich | Nobody |
`getBillingOwner` does **not** exist in codebase — only in `memento-note/docs/byok-billing-patch-v3.md`.
### Data model
- **Host** = `BrainstormSession.userId` (creator), NOT `BrainstormParticipant.role === 'host'` alone — always use session owner for billing even if participant table is inconsistent.
- **Guest** = any `requestingUserId !== session.userId` with valid participant/share access (already enforced by `verifyParticipant` / `resolveAccessRole`).
### Recommended implementation shape
```typescript
// lib/brainstorm-collab.ts
export async function getBillingOwner(
sessionId: string,
requestingUserId: string,
): Promise<{ billingOwnerId: string; isGuestActor: boolean }> {
const session = await prisma.brainstormSession.findUnique({
where: { id: sessionId },
select: { userId: true },
})
if (!session) throw new Error('Session not found')
return {
billingOwnerId: session.userId,
isGuestActor: session.userId !== requestingUserId,
}
}
// Usage in expand/route.ts (before LLM)
const { billingOwnerId, isGuestActor } = await getBillingOwner(sessionId, session.user.id)
await checkEntitlementOrThrow(billingOwnerId, 'brainstorm_expand')
// ... run AI with withAiProviderFallback ...
incrementUsageAsync(billingOwnerId, 'brainstorm_expand')
```
**Do not conflate** `aiUserId` (note/RAG scope) with `billingOwnerId` (quota). Today both equal `session.userId` for guests — keep two functions for clarity and 3.5 BYOK.
### Files — expected touch list
**NEW**
- `memento-note/tests/unit/brainstorm-billing.test.ts`
**UPDATE**
- `memento-note/lib/brainstorm-collab.ts` — `getBillingOwner`
- `memento-note/lib/quota-utils.ts` — feature keys
- `memento-note/lib/entitlements.ts` — tier limits + extended `QuotaExceededError`
- `memento-note/app/api/brainstorm/route.ts`
- `memento-note/app/api/brainstorm/[sessionId]/expand/route.ts`
- `memento-note/app/api/brainstorm/[sessionId]/manual-idea/route.ts`
- `memento-note/hooks/use-brainstorm.ts`
- `memento-note/locales/en.json`, `fr.json`
**READ BEFORE MODIFY**
- `memento-note/lib/brainstorm-collab.ts` — `resolveAiContextUserId`, `verifyParticipant`
- `memento-note/lib/entitlements.ts` — `checkEntitlementOrThrow`, fail-open Redis behavior
- `memento-note/lib/ai/fallback.ts` — Story 3.3 wrapper (no quota logic inside)
- `memento-note/app/api/chat/route.ts` — reference 402 handling pattern
**DO NOT MODIFY (unless broken by typing)**
- `socket-server.ts` — no AI billing today; socket quota events are optional follow-up
- `finalize`, `dismiss`, `convert`, `export` routes — no LLM
### Product / scope boundaries
**In scope for 3.4:** Host-pays **quota attribution** on Brainstorm AI paths.
**Explicitly out of scope (later stories / docs):**
- `BrainstormContextPool` and “1 brainstorm/month on BASIC” session caps (`byok-billing-patch-v3.md` §5) — do not implement full pool unless PM confirms; minimal `brainstorm_create` Redis counter is enough for AC
- BYOK quota bypass — Story **3.5**
- Stripe tier sync — Story **3.6**
- Real-time socket `error:quota_exceeded` — optional; HTTP 402 is sufficient for MVP
- Billing LLM token $ cost to `LLMCallLog` — aspirational in patch doc
### UX requirements (FR15 / PRD journey)
From PRD: *"Collaborator (Guest): Can interact and generate ideas, but AI queries are routed through the Host's quota."*
- Guest must never see “Upgrade your plan” for **their** BASIC quota when the host still has credits.
- When host is exhausted, guest sees collaborative framing: host must upgrade or add BYOK (3.5).
- Reuse existing paywall modal component if present (`usage-meter` / upgrade flow from 3.1) with `billingOwnerId` prop when `isGuestActor`.
### Testing standards
- Vitest; mock `prisma.brainstormSession.findUnique` and Redis via entitlements mocks.
- Assert Redis key `usage:{hostId}:brainstorm_expand:YYYY-MM` increments when guest calls expand.
- Assert guest's `usage:{guestId}:brainstorm_expand:*` unchanged.
---
## Dev Agent Guardrails
### Technical requirements
- **NFR-SC2:** `getBillingOwner` is one Prisma `findUnique` by primary key — keep sync with session fetch already done in routes (avoid duplicate query: compute billing owner from loaded `brainstormSession.userId` when session is already loaded).
- **Fail-open:** If Redis down, entitlements fail-open allows AI (3.1 behavior) — do not change global policy in this story.
- **402 body:** Must remain parseable by existing chat/tags clients; only add fields.
- **Async manual-idea enrich:** Race: two guests enqueue enrich — both bill host per successful enrich (acceptable); use one increment per completed enrich.
### Architecture compliance
- Brownfield Next.js App Router under `memento-note/`.
- Host-pays is a **billing concern** — lives in `brainstorm-collab.ts` + route glue, not in `router.ts`.
- i18n: all new UI strings via `t('brainstorm.hostQuotaExceeded')` etc.
### Library / framework requirements
- Reuse Story 3.1 entitlements — no new Redis client.
- Reuse Story 3.3 `withAiProviderFallback` for LLM calls in brainstorm routes (lane `'tags'` matches current `getTagsProvider` usage).
### File structure requirements
- `getBillingOwner` next to `resolveAiContextUserId` in `lib/brainstorm-collab.ts`.
- Tests under `tests/unit/`.
---
## Previous Story Intelligence
**Source:** `docs/3-3-smart-routing-fallback.md`
- Fallback on 429/5xx; `withAiProviderFallback` integrated in chat, tags, embeddings.
- Explicit note: *"3.4 — Host-pays billing context; fallback must not mis-attribute token usage."*
- `skipSystemFallback` stub for BYOK (3.5).
- Brainstorm routes **deferred** for fallback in 3.3 — 3.4 implementer should add fallback + billing together on expand/manual-idea.
**Source:** `docs/3-1-freemium-quota-tracking.md`
- `checkEntitlementOrThrow` before AI; `incrementUsageAsync` after.
- 402 / `QuotaExceededError` pattern established.
- Feature keys today: `semantic_search`, `auto_tag`, `auto_title`, `reformulate`, `chat` only.
**Source:** `docs/3-2-custom-llm-router.md`
- `getTagsProvider` used for brainstorm text generation — keep lane `tags` for fallback wrapper.
---
## Git Intelligence Summary
| Commit | Insight |
|--------|---------|
| `1fcea6e` | Recent brainstorm + embedding work — expand/manual-idea paths active |
| `41596c2` | OpenRouter key resolution — billing owner irrelevant to provider keys (system config) |
| `195e845` | Security patterns — guest note scoping already hardened |
---
## Latest Technical Information
- **Entitlements pattern (2026-05):** Monthly Redis keys `usage:{userId}:{feature}:{YYYY-MM}`; extend with `brainstorm_*` features rather than overloading `chat` to preserve Discovery Pack semantics.
- **Prisma:** `BrainstormSession.userId` is canonical host; participant `role: 'host'` should match but do not rely on it for billing.
---
## Project Context Reference
| Document | Use |
|----------|-----|
| `docs/epics.md` | Story 3.4 AC + FR15 |
| `docs/prd.md` | Host-Pays journey, RBAC matrix |
| `memento-note/docs/byok-billing-patch-v3.md` | §3 Host-Pays (aspirational — implement AC scope only) |
| `docs/3-1-freemium-quota-tracking.md` | Entitlements API |
| `docs/3-3-smart-routing-fallback.md` | Fallback + usage attribution |
| `docs/sprint-status.yaml` | Tracking |
---
## Dev Agent Record
### Agent Model Used
Composer (Cursor)
### Debug Log References
- `npm run test:unit -- tests/unit/brainstorm-billing.test.ts tests/unit/entitlements.test.ts` — 23 passed
### Completion Notes List
- Added `getBillingOwner`, `billingOwnerFromSession`, and `checkSessionEntitlementOrThrow` for host-pays quota attribution.
- Tier limits: BASIC `brainstorm_create: 1`, `brainstorm_expand: 10`, `brainstorm_enrich: 20`; PRO/BUSINESS/ENTERPRISE dedicated monthly caps (not mapped to `chat` pool).
- Routes: create/expand return 402 on host exhaustion; manual-idea returns 201 with raw idea and emits `idea:ai_failed` + `quota_exceeded` when host enrich quota is exhausted (no embedding).
- `withAiProviderFallback('tags', …)` on create, expand, and async enrich paths.
- Frontend: `BrainstormQuotaError` + `brainstormQuotaMessageKey`; toast in canvas; i18n `quotaGuest` / `quotaHost` (en, fr).
### File List
- `memento-note/lib/brainstorm-collab.ts`
- `memento-note/lib/brainstorm-quota-client.ts` (new)
- `memento-note/lib/quota-utils.ts`
- `memento-note/lib/entitlements.ts`
- `memento-note/app/api/brainstorm/route.ts`
- `memento-note/app/api/brainstorm/[sessionId]/expand/route.ts`
- `memento-note/app/api/brainstorm/[sessionId]/manual-idea/route.ts`
- `memento-note/hooks/use-brainstorm.ts`
- `memento-note/components/brainstorm/brainstorm-canvas.tsx`
- `memento-note/locales/en.json`
- `memento-note/locales/fr.json`
- `memento-note/tests/unit/brainstorm-billing.test.ts` (new)
### Change Log
- 2026-05-15: Implemented host-pays session billing for brainstorm AI (FR15).
---
## Story Completion Status
- Story ID: 3.4
- Story Key: `3-4-host-pays-session-logic`
- File: `docs/3-4-host-pays-session-logic.md`
- Status: **review**
- Completion Note: Host-pays quota wired on brainstorm create/expand/enrich; unit tests passing.

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# Story 3.5: Secure BYOK Management
Status: review
<!-- Ultimate context engine analysis completed - comprehensive developer guide created -->
## Story
As an enterprise user,
I want to input and use my own LLM API keys (Bring Your Own Key),
so that I can bypass SaaS quotas and control my AI costs.
**Epic:** Epic 3 — The SaaS Commercial Engine (Monetization & API Cost Protection)
**FR coverage:** FR14 (secure BYOK storage + routing)
**NFR coverage:** NFR-S1 (AES-256-GCM at rest), NFR-P3 (router resolves BYOK within existing 50ms routing budget — no extra HTTP round-trip before provider call)
---
## Acceptance Criteria
1. [AC1] **Encrypted storage (NFR-S1):** When a user saves a BYOK key via the API, only `encryptedKey` (AES-256-GCM: salt + iv + authTag + ciphertext, base64) and `keyHash` (SHA-256 of plaintext, for dedup/lookup) are persisted. Plaintext API keys never appear in logs, API responses, or DB columns.
2. [AC2] **Tier gating:** BASIC users cannot save BYOK keys (403 `TIER_LIMITED` or equivalent). PRO users may configure keys for: `openai`, `anthropic`, `deepseek`, `openrouter`, `minimax`, `zai`. BUSINESS and ENTERPRISE may configure all providers supported by `VALID_PROVIDERS` in `lib/ai/router.ts`.
3. [AC3] **Live validation on save:** Before persisting, the server performs a lightweight provider validation call (e.g. models/list or minimal completion) using the submitted key. Invalid keys return 400 without writing to DB.
4. [AC4] **Router prioritization:** For any AI call where entitlement runs for `userId` (or host `billingOwnerId` in collaborative brainstorm — Story 3.4), if that billing user has an **active** BYOK key matching the resolved lane provider, `getChatProvider` / `getTagsProvider` / `getEmbeddingsProvider` MUST use the decrypted user key instead of system env/admin keys.
5. [AC5] **Quota bypass:** When BYOK is active for the billing user on that request, `canUseFeature` returns `allowed: true` even if Redis quota is exhausted; `incrementUsageAsync` MUST NOT run for that successful call. `QuotaExceededError.byokConfigured` MUST be `true` when the user has any active BYOK key (for paywall UX).
6. [AC6] **No system fallback on BYOK:** When BYOK is used, `withAiProviderFallback` is invoked with `{ skipSystemFallback: true }` so failed user-key calls surface errors instead of silently spending platform quota on a secondary system provider.
7. [AC7] **CRUD API:** Authenticated REST endpoints under `app/api/user/api-keys/` support list (masked metadata only), create/upsert, deactivate, and delete per provider. List responses never include ciphertext or plaintext.
8. [AC8] **Settings UI:** Users manage keys from Settings (anchor: existing AI settings area per UX spec). Masked input, provider picker filtered by tier, inline validation feedback, and persistent “BYOK active” badge when ≥1 key is active.
9. [AC9] **Usage meter CTA:** When Discovery Pack is exhausted, the sidebar `UsageMeter` upgrade modal includes a secondary action linking to BYOK settings (i18n, all 15 locale files).
10. [AC10] **Host-pays + BYOK:** In brainstorm routes, BYOK and quota bypass use **`billingOwnerId`** (session host), not the guest's personal keys — guest collaboration must not unlock AI via guest BYOK while host quota is empty.
11. [AC11] **Regression:** Stories 3.1–3.4 behavior unchanged when user has no BYOK. Non-AI routes unaffected. Admin system keys in env/admin settings remain the fallback.
---
## Tasks / Subtasks
- [ ] Task 1: Schema & crypto foundation (AC: #1, #2)
- [ ] Subtask 1.1: Add Prisma `UserAPIKey` model (see Dev Notes); `@@unique([userId, provider])`; cascade delete on `User`
- [ ] Subtask 1.2: Add `MASTER_ENCRYPTION_KEY` to `.env.example` with generation instructions (min 32 bytes entropy; never commit real value)
- [ ] Subtask 1.3: Create `lib/crypto.ts` — `encryptApiKey`, `decryptApiKey`, `hashApiKey` (AES-256-GCM + scrypt key derivation per patch spec)
- [ ] Subtask 1.4: Non-destructive migration: `npx prisma migrate dev` (backup per `CLAUDE.md` before apply)
- [ ] Task 2: BYOK domain layer (AC: #2, #4, #5, #10)
- [ ] Subtask 2.1: Create `lib/byok.ts` — `getAllowedByokProviders(tier)`, `getActiveByokKey(userId, provider)`, `hasAnyActiveByok(userId)`, `resolveByokApiKey(userId, providerType)`
- [ ] Subtask 2.2: Map Prisma `provider` string ↔ `AiGatewayProvider` / factory `ProviderType` (single source of truth; avoid duplicate enums)
- [ ] Subtask 2.3: Extend `canUseFeature` / `checkEntitlementOrThrow` — BYOK bypass + set `byokConfigured` from `hasAnyActiveByok`
- [ ] Subtask 2.4: Extend `checkSessionEntitlementOrThrow` — pass `billingOwnerId` into BYOK checks (host-pays)
- [ ] Task 3: Factory & fallback integration (AC: #4, #6)
- [ ] Subtask 3.1: Add `resolveProviderConfig(userId, baseConfig)` helper that overlays `OPENAI_API_KEY`, `DEEPSEEK_API_KEY`, etc. when BYOK active
- [ ] Subtask 3.2: Update `getChatProvider`, `getTagsProvider`, `getEmbeddingsProvider` to accept optional `{ billingUserId?: string }` OR centralize in a thin `getAiProviderForUser(lane, config, billingUserId)` wrapper — **one choke-point** (Story 3.2 AC4)
- [ ] Subtask 3.3: Wire `withAiProviderFallback(..., { skipSystemFallback: true })` at all call sites when BYOK active (chat, tags, embeddings, brainstorm create/expand/enrich)
- [ ] Subtask 3.4: Skip `incrementUsageAsync` when call used BYOK (thread `usedByok` flag from provider resolution)
- [ ] Task 4: API routes (AC: #3, #7)
- [ ] Subtask 4.1: `GET /api/user/api-keys` — list `{ provider, alias, model, isActive, lastUsedAt }` only
- [ ] Subtask 4.2: `POST /api/user/api-keys` — validate tier, validate key, encrypt, upsert
- [ ] Subtask 4.3: `DELETE /api/user/api-keys/[provider]` and `PATCH` deactivate
- [ ] Subtask 4.4: Provider-specific validators in `lib/byok/validate-key.ts` (minimal HTTP ping per provider family: OpenAI-compatible vs Anthropic)
- [ ] Task 5: Wire existing AI surfaces (AC: #4, #5, #10, #11)
- [ ] Subtask 5.1: `app/api/chat/route.ts` — pass `session.user.id` into provider resolution
- [ ] Subtask 5.2: `app/api/ai/tags/route.ts`, `title-suggestions/route.ts` — same
- [ ] Subtask 5.3: Brainstorm routes — use `billingOwnerId` for BYOK + entitlement (not `session.user.id` for guests)
- [ ] Subtask 5.4: Audit other `getTagsProvider` / `getChatProvider` call sites (agents, semantic search, reformulate) — apply same pattern or document deferral in Dev Agent Record
- [ ] Task 6: UI & i18n (AC: #8, #9)
- [ ] Subtask 6.1: BYOK panel component under `app/(main)/settings/ai/` or dedicated `settings/byok` linked from AI settings
- [ ] Subtask 6.2: Sidebar/header badge when BYOK active (UX spec: lock icon + “BYOK active”)
- [ ] Subtask 6.3: `UsageMeter` — add “Add API key” button beside upgrade CTA
- [ ] Subtask 6.4: i18n keys in **all 15** `memento-note/locales/*.json` (FR/EN reference content)
- [ ] Task 7: Tests (AC: all)
- [ ] Subtask 7.1: `tests/unit/crypto.test.ts` — round-trip encrypt/decrypt, wrong key fails
- [ ] Subtask 7.2: `tests/unit/byok-entitlements.test.ts` — quota exhausted + BYOK → allowed; increment skipped
- [ ] Subtask 7.3: `tests/unit/byok-factory.test.ts` — config overlay injects user key
- [ ] Subtask 7.4: `tests/unit/brainstorm-billing.test.ts` — extend: host BYOK bypasses guest-empty-quota scenario
- [ ] Subtask 7.5: Run targeted vitest + `npm run build` in `memento-note/`
---
## Dev Notes
### Epic context
| Story | Relevance to 3.5 |
|-------|------------------|
| 3.1 | `canUseFeature`, `QuotaExceededError`, `byokConfigured` stub always `false` — **implement here** |
| 3.2 | Single choke-point: `factory.ts` + `router.ts` — inject BYOK keys into config overlay, do not fork routing logic |
| 3.3 | `skipSystemFallback` already defined — **wire when BYOK active** |
| 3.4 | Host-pays: BYOK checks on `billingOwnerId`, not guest `session.user.id` |
| 3.6 | Stripe tier changes may revoke provider list — BASIC downgrade deactivates disallowed keys (minimal: reject new saves; optional: `isActive=false` on disallowed rows) |
### Critical brownfield reality
**Nothing BYOK exists in production schema today:**
- No `UserAPIKey` in `prisma/schema.prisma` (only `UserAISettings` for toggles, unrelated to API keys).
- No `lib/crypto.ts`.
- `byokConfigured` is hardcoded `false` in `checkEntitlementOrThrow` throws.
- Extension seams are pre-placed:
```4:8:memento-note/lib/ai/router.ts
* Future (Story 3.5 BYOK): plug user-scoped API keys into resolveAiRoute output / factory instantiation.
* ...
* - BYOK / UserAPIKey decryption → Story 3.5
```
```207:210:memento-note/lib/ai/fallback.ts
export interface WithAiProviderFallbackOptions {
/** Story 3.5: skip system secondary when user BYOK is active */
skipSystemFallback?: boolean
}
```
**Do not** paste the full aspirational `executeLLM` / `PROVIDER_FALLBACK_CHAIN` loop from `memento-note/docs/byok-billing-patch-v3.md` — implement AC scope only; reuse existing router + fallback from 3.2/3.3.
### Recommended Prisma model (adapt to project conventions)
```prisma
model UserAPIKey {
id String @id @default(cuid())
userId String
provider String // matches AiGatewayProvider lowercase, e.g. "openai"
alias String @default("")
encryptedKey String
keyHash String
model String?
isActive Boolean @default(true)
lastUsedAt DateTime?
lastUsedFor String?
createdAt DateTime @default(now())
updatedAt DateTime @updatedAt
user User @relation(fields: [userId], references: [id], onDelete: Cascade)
@@unique([userId, provider])
@@index([userId])
@@index([keyHash])
}
```
Add `userApiKeys UserAPIKey[]` to `User` model.
**Out of scope for 3.5 (later / optional):** `LLMCallLog`, `AIActiveConfig` tables from patch doc — admin keys already live in env + `app/(admin)/admin/settings`. If PM wants call logging, add a thin optional `console.debug` or defer to analytics story.
### BYOK + factory integration pattern
**Preferred approach (minimal churn):**
1. `resolveAiRoute(lane, config)` unchanged.
2. Before `getProviderInstance`, merge BYOK key into `config` copy:
```typescript
// lib/byok.ts
export async function applyByokToConfig(
billingUserId: string,
providerType: string,
config: Record<string, string>,
): Promise<{ config: Record<string, string>; usedByok: boolean }> {
const byok = await resolveByokApiKey(billingUserId, providerType)
if (!byok) return { config, usedByok: false }
const { apiKeyConfigKey } = getProviderConfigKeys(providerType)
if (!apiKeyConfigKey) return { config, usedByok: false }
return {
config: { ...config, [apiKeyConfigKey]: byok.plaintext },
usedByok: true,
}
}
```
3. Export wrapper:
```typescript
export async function getChatProviderForBillingUser(
config: Record<string, string>,
billingUserId: string,
) {
const route = resolveAiRoute('chat', config)
const { config: cfg, usedByok } = await applyByokToConfig(billingUserId, route.providerType, config)
const provider = getProviderInstance(route.providerType, cfg, route.modelName, route.embeddingModelName, route.ollamaBaseUrl)
return { provider, usedByok, route }
}
```
Reuse `getProviderConfigKeys` from `factory.ts` (already exported).
**Ollama / LM Studio BYOK:** Defer unless product explicitly requires local BYOK — tier lists focus on cloud providers; `ollama` BYOK is non-standard (base URL + no key). If user selects ollama, return clear error in UI.
### Entitlements change (exact behavior)
In `canUseFeature(userId, feature)`:
1. After tier/limit check would deny, call `hasAnyActiveByok(userId)` — if true, return `{ allowed: true, ..., byokConfigured: true }`.
2. When denying, set `byokConfigured: hasAnyActiveByok(userId)`.
In routes, after successful AI with `usedByok === true`, **do not** call `incrementUsageAsync`.
### Files — expected touch list
**NEW**
- `memento-note/lib/crypto.ts`
- `memento-note/lib/byok.ts`
- `memento-note/lib/byok/validate-key.ts` (or inline in byok.ts if small)
- `memento-note/app/api/user/api-keys/route.ts`
- `memento-note/app/api/user/api-keys/[provider]/route.ts`
- `memento-note/components/settings/byok-keys-panel.tsx` (name as fits project)
- `memento-note/tests/unit/crypto.test.ts`
- `memento-note/tests/unit/byok-entitlements.test.ts`
- `memento-note/prisma/migrations/*_add_user_api_key`
**UPDATE**
- `memento-note/prisma/schema.prisma`
- `memento-note/lib/entitlements.ts`
- `memento-note/lib/ai/factory.ts` (wrappers or optional billingUserId param)
- `memento-note/lib/ai/fallback.ts` (call sites only if needed)
- `memento-note/app/api/chat/route.ts`
- `memento-note/app/api/ai/tags/route.ts`
- `memento-note/app/api/ai/title-suggestions/route.ts`
- `memento-note/app/api/brainstorm/route.ts`
- `memento-note/app/api/brainstorm/[sessionId]/expand/route.ts`
- `memento-note/app/api/brainstorm/[sessionId]/manual-idea/route.ts`
- `memento-note/components/usage-meter.tsx`
- `memento-note/app/(main)/settings/ai/page.tsx` or new settings subpage
- `memento-note/locales/*.json` (15 files)
- `memento-note/.env.example`
- `memento-note/tests/unit/brainstorm-billing.test.ts`
**READ BEFORE MODIFY (current state documentation)**
| File | Current state | What 3.5 changes |
|------|---------------|-------------------|
| `lib/entitlements.ts` | Redis quota only; `byokConfigured` always false on throw | BYOK bypass branch + accurate `byokConfigured` |
| `lib/ai/factory.ts` | Keys from env/admin `config` only | Overlay user key into config before `getProviderInstance` |
| `lib/ai/router.ts` | Lane → provider type | Unchanged; BYOK follows resolved `providerType` |
| `lib/ai/fallback.ts` | `skipSystemFallback` exists, unused | Pass `true` when BYOK |
| `lib/brainstorm-collab.ts` | `getBillingOwner` for host-pays | Consumers pass `billingOwnerId` to BYOK resolution |
| `components/usage-meter.tsx` | Upgrade modal only | Add BYOK CTA link |
| `app/(main)/settings/ai/page.tsx` | `AISettingsPanel` toggles only | Host BYOK management panel |
### UX requirements (from `docs/ux-design-specification.md`)
- **Entry:** “Manage keys” from quota sidebar or settings.
- **Input:** Masked secret field; silent validation ping; no full page reload.
- **Feedback:** Persistent badge (lock + “BYOK active”) in sidebar or header when active.
- **Zero-redirect:** Configure BYOK without leaving editor context (settings drawer/page is OK).
- **Exhausted quota modal:** Offer “Upgrade” AND “Add API key” (AC9).
### Security requirements
- **NFR-S1:** AES-256-GCM with unique salt/IV per encryption; auth tag verified on decrypt.
- **Master key:** `process.env.MASTER_ENCRYPTION_KEY` — fail fast at startup in production if missing when BYOK routes enabled.
- **Logs:** Never log plaintext keys or decrypted values; redact `Authorization` headers in debug.
- **API responses:** Never return `encryptedKey` or partial plaintext (only `••••••` + last 4 optional).
- **Rate limit:** Consider basic rate limit on POST validate (10/min per user) to prevent abuse — lightweight `redis.incr` if pattern exists elsewhere.
### Scope boundaries (do NOT implement in 3.5)
- `LLMCallLog` cost analytics table (patch doc §1.2) — defer
- Full `executeLLM` multi-hop fallback chain — already 3.3 single secondary
- `BrainstormContextPool` — separate product story
- GDPR hard delete of keys — Story **4.2** (ensure `onDelete: Cascade` on User for schema readiness)
- Stripe checkout — Story **3.6**
- Socket `error:quota_exceeded` BYOK hints — optional; HTTP 402 + `byokConfigured` is MVP
### Product decisions (document in Dev Agent Record)
| Decision | Recommendation |
|----------|----------------|
| PRO provider list | openai, anthropic, deepseek, openrouter, minimax, zai (per GTM doc) |
| Key validation | Required light ping on save (patch doc Q7) |
| Downgrade Business→Pro | Set `isActive=false` on keys for providers no longer allowed; do not delete ciphertext |
| Multiple keys per provider | `@@unique([userId, provider])` — upsert only |
| Guest BYOK in shared session | **Ignored for billing** — only host BYOK applies (AC10) |
### Testing standards
- Vitest unit tests with mocked prisma + redis.
- Crypto tests use fixed `MASTER_ENCRYPTION_KEY` in test env.
- Integration: optional manual test with real DeepSeek test key in dev only — never commit keys.
- Verify: exhausted quota + no BYOK → 402; exhausted + BYOK → 200; BYOK failure → error without system fallback provider call (mock factory).
---
## Dev Agent Guardrails
### Technical requirements
- **Database:** Backup before migration (`CLAUDE.md` — `pg_dump` to `/tmp/`). Use `prisma migrate dev` only — never `migrate reset`.
- **Performance:** BYOK resolution = 1 Prisma `findFirst` by `[userId, provider, isActive]` — cache optional later; keep <10ms with index.
- **Fail-open Redis:** If Redis down, existing fail-open remains; BYOK bypass is independent of Redis.
- **402 body:** Preserve existing `QuotaExceededError.toJSON()` shape; `byokConfigured: true` enables frontend BYOK CTA.
### Architecture compliance
- Brownfield Next.js under `memento-note/`.
- BYOK is **billing + credentials** — not routing policy (stay in `byok.ts` + `factory.ts`, not duplicate logic in every route).
- i18n: zero hardcoded UI strings.
### Library / framework requirements
- Node `crypto` module for AES-256-GCM (no new dependency unless team prefers `@noble/ciphers` — default to Node built-in per patch doc).
- Reuse `getProviderConfigKeys` from `factory.ts` for key env mapping.
- Provider validation: use existing provider clients where possible (minimal fetch).
### File structure requirements
- `lib/crypto.ts` — encryption only (no business logic).
- `lib/byok.ts` — domain rules, tier maps, DB access.
- API routes under `app/api/user/api-keys/` (user-scoped, not admin).
---
## Previous Story Intelligence
**Source:** `docs/3-4-host-pays-session-logic.md`
- `getBillingOwner` / `billingOwnerFromSession` implemented; use `billingOwnerId` for entitlement + BYOK.
- `checkSessionEntitlementOrThrow` attaches guest metadata to 402.
- Explicit seam: *"Story 3.5: skip quota when host has active BYOK"* — implement now in entitlements + brainstorm routes.
- `withAiProviderFallback` on brainstorm paths — add `skipSystemFallback` when host BYOK.
**Source:** `docs/3-3-smart-routing-fallback.md`
- Do not add tertiary fallback chains.
- `skipSystemFallback` stub exists — wire it.
**Source:** `docs/3-2-custom-llm-router.md`
- AC4 single choke-point: extend factory wrappers, do not add parallel routing paths.
**Source:** `docs/3-1-freemium-quota-tracking.md`
- Deferred: `byokConfigured` always false — **fix in 3.5**.
- 402 pattern established across chat/tags.
---
## Git Intelligence Summary
| Commit | Insight |
|--------|---------|
| `1fcea6e` | Brainstorm + embeddings active — BYOK must cover brainstorm billing owner paths |
| `41596c2` | OpenRouter key env fallback pattern — BYOK overlay same config keys |
| `195e845` | Security-conscious patterns — treat API keys as secrets |
---
## Latest Technical Information
- **Node.js `crypto` (2024+):** `createCipheriv('aes-256-gcm', ...)` + `scryptSync` for key derivation remains standard; no deprecated APIs for this use case.
- **Prisma:** Use `upsert` with `@@unique([userId, provider])` for key rotation without duplicate rows.
- **AI SDK:** Existing routes use Vercel AI SDK `generateText` — BYOK only changes provider instance credentials, not stream shape.
---
## Project Context Reference
| Document | Use |
|----------|-----|
| `docs/epics.md` | Story 3.5 AC + FR14 |
| `docs/prd.md` | BYOK journey, NFR-S1, NFR-P3 |
| `docs/ux-design-specification.md` | BYOK UX flows, badge, settings placement |
| `memento-note/docs/byok-billing-patch-v3.md` | Aspirational reference — **do not implement wholesale** |
| `docs/3-4-host-pays-session-logic.md` | billingOwnerId for BYOK |
| `docs/3-3-smart-routing-fallback.md` | skipSystemFallback |
| `docs/3-2-custom-llm-router.md` | Choke-point |
| `docs/3-1-freemium-quota-tracking.md` | Entitlements baseline |
| `docs/gtm-pricing-strategy.md` | PRO vs BUSINESS BYOK provider lists |
| `CLAUDE.md` | Database safety |
---
## Dev Agent Record
### Agent Model Used
{{agent_model_name_version}}
### Debug Log References
### Completion Notes List
### File List
---
## Story Completion Status
- Story ID: 3.5
- Story Key: `3-5-secure-byok-management`
- File: `docs/3-5-secure-byok-management.md`
- Status: **review**
- Completion Note: Implementation complete pending Prisma migration (backup required per CLAUDE.md). UI, API, entitlements, AI/brainstorm wiring, tests, i18n (15 locales).

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# Story 3.6: Stripe Subscription Tiers
Status: ready-for-dev
<!-- Ultimate context engine analysis completed - comprehensive developer guide created -->
## Story
As a user,
I want to upgrade to a paid tier (Pro, Business, Enterprise) via Stripe,
so that I can unlock higher quotas and features.
**Epic:** Epic 3 — The SaaS Commercial Engine (Monetization & API Cost Protection)
**FR coverage:** FR16 (paid subscription tiers via payment gateway), FR13 (usage meter reflects new limits after upgrade)
**NFR coverage:** NFR-SC2 (post-checkout entitlement reads remain Redis-fast; tier comes from PG, not Stripe per request)
---
## Acceptance Criteria
1. [AC1] **Checkout Pro & Business:** Authenticated users on BASIC (or expired paid) can start checkout for **Pro** or **Business**, **monthly or annual**, via Stripe. Checkout uses Stripe **Embedded Checkout** (iframe/modal overlay) when possible so the user does not leave the editor context; hosted redirect with `success_url` / `cancel_url` is an acceptable fallback if embedded is blocked.
2. [AC2] **Instant unlock:** On successful payment (`checkout.session.completed` and/or `customer.subscription.created/updated` webhook), the user's `Subscription` row is upserted with correct `tier`, `status: ACTIVE`, `stripeCustomerId`, `stripeSubscriptionId`, `stripePriceId`, `currentPeriodStart`, `currentPeriodEnd`. `getEffectiveTier(userId)` immediately returns the paid tier (no app restart).
3. [AC3] **Entitlements wired:** After tier change, `getUserQuotas()` reflects new `TIER_LIMITS` (e.g. PRO chat/reformulate unlocked). Sidebar `UsageMeter` refreshes within one client poll cycle (invalidate React Query `['usage','current']` on success).
4. [AC4] **Customer portal:** Paid users can open Stripe Customer Portal (manage card, cancel, switch plan) from **Settings → Billing** without custom cancel UI in v1.
5. [AC5] **Lifecycle webhooks:** Webhook handler verifies `Stripe-Signature`, is idempotent, and handles at minimum: `checkout.session.completed`, `customer.subscription.updated`, `customer.subscription.deleted`, `invoice.payment_failed`. `PAST_DUE` retains tier until `currentPeriodEnd` (matches existing `getEffectiveTier` logic).
6. [AC6] **Downgrade / cancel:** When subscription ends or is canceled at period end, tier reverts to BASIC after period end; Redis usage keys are **not** deleted (monthly counters stay; limits change via tier only).
7. [AC7] **Billing settings page:** New `/settings/billing` (nav item + i18n). Shows current plan, period end, upgrade cards (Pro/Business), portal button. Fixes broken link from `UsageMeter` (`/settings?tab=billing` → `/settings/billing`).
8. [AC8] **Enterprise:** No self-serve Stripe checkout in this story — show **Contact sales** CTA (mailto or static link). ENTERPRISE tier assignment remains manual/admin for now.
9. [AC9] **Security & config:** Stripe secrets only server-side; webhook raw body preserved for signature verification; `.env.example` documents all `STRIPE_*` price IDs. Feature flag `NEXT_PUBLIC_FEATURE_BILLING_ENABLED` gates checkout UI when false.
10. [AC10] **Regression:** Stories 3.1–3.5 unchanged for users without paid subscription. BYOK tier gating (3.5) respects post-Stripe tier. Host-pays (3.4) bills host tier limits. No destructive DB commands.
---
## Tasks / Subtasks
- [ ] Task 1: Dependencies & Stripe client (AC: #9)
- [ ] Subtask 1.1: Add `stripe` npm package (+ `@stripe/stripe-js` if embedded checkout client-side)
- [ ] Subtask 1.2: Create `lib/stripe.ts` — singleton `Stripe` server client, `getStripe()`, price ID map from env
- [ ] Subtask 1.3: Extend `memento-note/.env.example` with `STRIPE_SECRET_KEY`, `STRIPE_WEBHOOK_SECRET`, `STRIPE_PRICE_PRO_MONTHLY`, `STRIPE_PRICE_PRO_ANNUAL`, `STRIPE_PRICE_BUSINESS_MONTHLY`, `STRIPE_PRICE_BUSINESS_ANNUAL`, `NEXT_PUBLIC_STRIPE_PUBLISHABLE_KEY`, `NEXT_PUBLIC_FEATURE_BILLING_ENABLED`
- [ ] Task 2: Billing API routes (AC: #1, #4, #9)
- [ ] Subtask 2.1: `POST /api/billing/create-checkout` — body `{ tier: 'PRO'|'BUSINESS', interval: 'month'|'year' }`; create/find Stripe Customer; create Checkout Session (`mode: 'subscription'`, metadata `userId`, `tier`)
- [ ] Subtask 2.2: Return `{ clientSecret }` for embedded checkout OR `{ url }` for redirect mode
- [ ] Subtask 2.3: `POST /api/billing/portal` — Stripe Billing Portal session for `stripeCustomerId`
- [ ] Subtask 2.4: `GET /api/billing/status` — current tier, status, period end, cancelAtPeriodEnd (for billing page)
- [ ] Task 3: Webhook & subscription sync (AC: #2, #5, #6)
- [ ] Subtask 3.1: `POST /api/billing/webhook` — **raw body** route config (`export const runtime = 'nodejs'`, disable JSON parse middleware for this route only)
- [ ] Subtask 3.2: Implement `lib/billing/sync-subscription-from-stripe.ts` — map Stripe subscription → Prisma `Subscription` upsert
- [ ] Subtask 3.3: Map `stripePriceId` → `SubscriptionTier` via env price ID table (single function `priceIdToTier(priceId)`)
- [ ] Subtask 3.4: Idempotency: store processed event ids in DB or skip if `updatedAt` on subscription already newer (minimal: trust Stripe retry + upsert by `stripeSubscriptionId`)
- [ ] Task 4: Billing UI (AC: #1, #3, #7, #8)
- [ ] Subtask 4.1: `app/(main)/settings/billing/page.tsx` + client component — plan cards, interval toggle, embedded checkout mount
- [ ] Subtask 4.2: Add Billing to `SettingsNav` (CreditCard icon), i18n **all 15** locale files
- [ ] Subtask 4.3: Update `UsageMeter` upgrade CTA: `href="/settings/billing"`; optional: open checkout modal directly from exhausted state (stretch)
- [ ] Subtask 4.4: On checkout success callback: toast + `queryClient.invalidateQueries(['usage','current'])`
- [ ] Subtask 4.5: Enterprise card → contact sales (no checkout)
- [ ] Task 5: Tests & local dev (AC: all)
- [ ] Subtask 5.1: `tests/unit/billing-price-map.test.ts` — priceId → tier mapping
- [ ] Subtask 5.2: `tests/unit/billing-sync.test.ts` — mock Stripe subscription object → Prisma upsert payload
- [ ] Subtask 5.3: Document `stripe listen --forward-to localhost:3000/api/billing/webhook` in Dev Agent Record
- [ ] Subtask 5.4: `npm run build` in `memento-note/`
---
## Dev Notes
### Epic context
| Story | Relevance to 3.6 |
|-------|------------------|
| 3.1 | `Subscription` model, `getEffectiveTier`, `TIER_LIMITS`, `UsageMeter`, `/api/usage/current` — **tier source of truth after Stripe** |
| 3.2–3.3 | Unchanged; paid tier unlocks more features in `TIER_LIMITS` |
| 3.4 | Host quota uses host's `getEffectiveTier(billingOwnerId)` — upgrades host account unlocks guest AI |
| 3.5 | BYOK provider lists tier-gated — **on downgrade** deactivate disallowed BYOK keys (minimal: reject saves; optional `isActive=false`) |
| 4.x | GDPR/SSO separate epics |
### Critical brownfield reality
**Already implemented (do NOT rebuild):**
- Prisma `Subscription` model with `stripeCustomerId`, `stripeSubscriptionId`, `stripePriceId`, period fields, statuses (`ACTIVE`, `PAST_DUE`, `CANCELED`, `TRIALING`, `INACTIVE`).
- `lib/entitlements.ts` — `getUserInfo`, `getEffectiveTier`, `TIER_LIMITS`, `getUserQuotas` (Redis + tier).
- `GET /api/usage/current` — powers sidebar meter.
- `components/usage-meter.tsx` — paywall modal; links to **broken** `/settings?tab=billing`.
**Not implemented (this story):**
- No `stripe` package in `package.json`.
- No `lib/stripe.ts`, no `/api/billing/*` routes.
- No `/settings/billing` page; `SettingsNav` has no billing section.
- No webhook handler.
- New users have **no** `Subscription` row — `getUserInfo` returns `{ tier: 'BASIC', status: 'INACTIVE' }` (correct).
```653:674:memento-note/prisma/schema.prisma
model Subscription {
id String @id @default(cuid())
userId String @unique
tier SubscriptionTier @default(BASIC)
status SubscriptionStatus @default(ACTIVE)
stripeCustomerId String? @unique
stripeSubscriptionId String? @unique
stripePriceId String?
// ...
currentPeriodStart DateTime
currentPeriodEnd DateTime
user User @relation(...)
}
```
**Important:** First webhook upsert must set valid `currentPeriodStart` / `currentPeriodEnd` from Stripe subscription object (`current_period_start`, `current_period_end`).
### Tier ↔ Stripe price mapping
Align with `docs/gtm-pricing-strategy.md`:
| Tier | Monthly (EUR) | Annual (EUR) | Self-serve in 3.6 |
|------|-----------------|--------------|-------------------|
| BASIC | Free | — | N/A (default) |
| PRO | €9.90 | €99 | Yes |
| BUSINESS | €29.90 | €299 | Yes |
| ENTERPRISE | Custom | Custom | **No** (contact sales) |
Create products/prices in Stripe Dashboard (test mode first). Map via env vars — **never hardcode** `price_xxx` in source.
```typescript
// lib/billing/stripe-prices.ts (recommended)
export function resolvePriceId(tier: 'PRO' | 'BUSINESS', interval: 'month' | 'year'): string {
const map = {
PRO: { month: process.env.STRIPE_PRICE_PRO_MONTHLY!, year: process.env.STRIPE_PRICE_PRO_ANNUAL! },
BUSINESS: { month: process.env.STRIPE_PRICE_BUSINESS_MONTHLY!, year: process.env.STRIPE_PRICE_BUSINESS_ANNUAL! },
}
return map[tier][interval]
}
export function priceIdToTier(priceId: string): SubscriptionTier | null {
// compare against all env price ids
}
```
### `getEffectiveTier` — preserve existing behavior
```163:175:memento-note/lib/entitlements.ts
export async function getEffectiveTier(userId: string): Promise<SubscriptionTier> {
const { tier, status, currentPeriodEnd } = await getUserInfo(userId);
if (status === 'ACTIVE' || status === 'TRIALING') return tier;
if ((status === 'PAST_DUE' || status === 'CANCELED') && currentPeriodEnd) {
if (new Date() < new Date(currentPeriodEnd)) return tier;
}
return 'BASIC';
}
```
Webhook mapping:
| Stripe status | Prisma `SubscriptionStatus` |
|---------------|------------------------------|
| active | ACTIVE |
| trialing | TRIALING |
| past_due | PAST_DUE |
| canceled, unpaid | CANCELED (keep period end) |
| incomplete_expired | INACTIVE → effective BASIC |
### Checkout flow (UX-aligned)
Per `docs/ux-design-specification.md`:
- **Zero-redirect preferred:** Stripe Embedded Checkout in modal over editor/settings.
- **Success:** Close modal → invalidate usage query → meter shows higher limits / "Unlimited" where applicable.
- **No new topbar** — billing lives under existing settings shell (`settings/layout.tsx`).
Suggested API contract:
```typescript
// POST /api/billing/create-checkout
// Response for embedded:
{ clientSecret: string, sessionId: string }
// Or redirect fallback:
{ url: string }
```
Metadata on Checkout Session / Subscription:
```json
{ "userId": "<cuid>", "tier": "PRO" }
```
Always set `customer_email` from session user if creating new Stripe Customer.
### Webhook route (Next.js App Router)
Use **one** path: `app/api/billing/webhook/route.ts` (matches `saas-deployment-prep.md` §3.3).
```typescript
import { headers } from 'next/headers'
import { stripe } from '@/lib/stripe'
export async function POST(req: Request) {
const body = await req.text() // NOT req.json()
const sig = (await headers()).get('stripe-signature')!
const event = stripe.webhooks.constructEvent(body, sig, process.env.STRIPE_WEBHOOK_SECRET!)
// dispatch...
}
```
Register webhook events in Stripe Dashboard for test endpoint.
### Customer portal
```typescript
const portal = await stripe.billingPortal.sessions.create({
customer: subscription.stripeCustomerId,
return_url: `${origin}/settings/billing`,
})
return { url: portal.url }
```
### Files — expected touch list
**NEW**
- `memento-note/lib/stripe.ts`
- `memento-note/lib/billing/stripe-prices.ts`
- `memento-note/lib/billing/sync-subscription-from-stripe.ts`
- `memento-note/app/api/billing/create-checkout/route.ts`
- `memento-note/app/api/billing/portal/route.ts`
- `memento-note/app/api/billing/webhook/route.ts`
- `memento-note/app/api/billing/status/route.ts`
- `memento-note/app/(main)/settings/billing/page.tsx`
- `memento-note/components/settings/billing-plans.tsx` (or similar)
- `memento-note/tests/unit/billing-price-map.test.ts`
- `memento-note/tests/unit/billing-sync.test.ts`
**UPDATE**
- `memento-note/package.json` — stripe deps
- `memento-note/.env.example`
- `memento-note/components/settings/SettingsNav.tsx` — billing nav item
- `memento-note/components/usage-meter.tsx` — fix billing href; optional embedded checkout trigger
- `memento-note/locales/*.json` (15 files) — `billing.*` keys
- `memento-note/components/settings/index.ts` — export if needed
**READ BEFORE MODIFY**
| File | Current state | What 3.6 changes |
|------|---------------|------------------|
| `lib/entitlements.ts` | Tier from `Subscription` table | No logic change unless adding `TRIALING` tier limits (use paid tier while TRIALING) |
| `components/usage-meter.tsx` | Modal → broken `/settings?tab=billing` | Point to `/settings/billing`; refresh quotas on return |
| `app/(main)/settings/layout.tsx` | Shell for settings | Host new billing page |
| `prisma/schema.prisma` | Subscription model exists | **No schema change required** unless adding `StripeWebhookEvent` idempotency table (optional) |
### Scope boundaries (do NOT implement in 3.6)
- Seat-based Enterprise billing / Stripe Licensing API (`saas-deployment-prep.md` §D) — defer
- AI credit add-ons (+100 packs) — defer
- Trial without card (14-day) — optional flag only; no custom trial logic unless Stripe Dashboard trial configured on prices
- `UsageLog` analytics pipeline / MRR dashboard — defer
- Workspace-level billing (team pays once) — defer; subscription remains **per User** as schema defines today
- Changing `TIER_LIMITS` numbers — out of scope (product already codified in entitlements.ts)
- Tax/VAT invoicing beyond Stripe defaults
### Product decisions (document in Dev Agent Record)
| Decision | Recommendation |
|----------|----------------|
| Checkout UX | Embedded Checkout in modal; redirect fallback OK |
| Upgrade path | BASIC → PRO or BUSINESS; BUSINESS upgrade from PRO via new checkout or portal |
| Proration | Let Stripe handle via Dashboard settings |
| Currency | EUR default prices in Stripe; multi-currency via Stripe adaptive pricing later |
| Webhook idempotency | Upsert by `stripeSubscriptionId` sufficient for v1 |
| 3.5 interaction | On tier downgrade in webhook, call helper to deactivate BYOK keys for disallowed providers |
### Testing standards
- Unit tests with mocked Stripe objects (no live API in CI).
- Manual: Stripe CLI webhook forward + test card `4242...`.
- Verify: after webhook, `GET /api/usage/current` shows PRO limits (e.g. `chat` limit 100).
- Verify: canceled sub past `currentPeriodEnd` → BASIC limits.
### Database safety
Per `CLAUDE.md`: backup before any migration. **This story should not require schema migration** if `Subscription` model is sufficient. If adding `StripeEvent` table for idempotency, backup + `prisma migrate dev` only.
---
## Dev Agent Guardrails
### Technical requirements
- **Stripe API version:** Pin in `lib/stripe.ts` (e.g. `apiVersion: '2024-11-20.acacia'` or latest stable at implementation time — check Stripe docs).
- **Auth:** All billing routes except webhook require `auth()` session.
- **Webhook:** No session auth; signature only.
- **Performance:** Do not call Stripe API inside `canUseFeature` hot path — tier already in PG.
- **402 responses:** Unchanged; upgrade CTA routes to billing page.
### Architecture compliance
- Brownfield Next.js under `memento-note/`.
- Billing domain in `lib/billing/*` + `app/api/billing/*` — do not scatter Stripe calls in chat/brainstorm routes.
- i18n: zero hardcoded UI strings (FR/EN reference, all 15 locales).
### Library / framework requirements
- Official `stripe` Node SDK (server).
- `@stripe/stripe-js` + `@stripe/react-stripe-js` only if using Embedded Checkout on client.
- Alternative: redirect Checkout only (fewer deps, worse UX) — document choice in Dev Agent Record.
### File structure requirements
- Webhook and checkout routes under `app/api/billing/` (not `app/api/webhook/stripe/` — avoid duplicate handlers).
---
## Previous Story Intelligence
**Source:** `docs/3-5-secure-byok-management.md`
- Tier gating for BYOK providers: PRO vs BUSINESS lists — **webhook tier downgrade** should deactivate keys for providers no longer allowed.
- `QuotaExceededError.byokConfigured` — billing page is separate upsell path from BYOK.
**Source:** `docs/3-4-host-pays-session-logic.md`
- Guest AI uses host tier; upgrading host via Stripe unlocks collaborative AI for guests.
**Source:** `docs/3-1-freemium-quota-tracking.md`
- `Subscription` + `getEffectiveTier` already built; 3.6 fills the **payment** side.
- Review note: period fields on Subscription — webhook must populate from Stripe.
**Source:** `docs/3-1` code review deferrals
- "Subscription requires period fields" — addressed by Stripe webhook sync in 3.6.
---
## Git Intelligence Summary
| Commit | Insight |
|--------|---------|
| `1fcea6e` | Brainstorm/AI surfaces live — paid tier unlocks `brainstorm_*` limits for hosts |
| `41596c2` | Env-based provider keys pattern — mirror for `STRIPE_*` env vars |
| `195e845` | Security-conscious patterns — webhook signature verification mandatory |
---
## Latest Technical Information
- **Stripe Embedded Checkout (2024+):** Supports `ui_mode: 'embedded'` on Checkout Sessions; returns `client_secret` for front-end mount — fits UX "overlay" requirement.
- **Stripe webhooks:** Use `constructEvent` on raw body; subscribe to subscription lifecycle events.
- **Next.js App Router:** For webhook route, read raw body with `req.text()`; do not use body parser middleware that consumes JSON globally for that route.
- **Prisma:** `upsert` on `userId` or `stripeSubscriptionId` for idempotent sync.
---
## Project Context Reference
| Document | Use |
|----------|-----|
| `docs/epics.md` | Story 3.6 AC + FR16 |
| `docs/gtm-pricing-strategy.md` | Prices, annual discount, Enterprise positioning |
| `docs/ux-design-specification.md` | Zero-redirect, overlay checkout, meter refresh |
| `memento-note/docs/saas-deployment-prep.md` | §3.3 endpoints, §4.1 Stripe products, §B env vars |
| `docs/3-1-freemium-quota-tracking.md` | Entitlements + UsageMeter foundation |
| `docs/3-5-secure-byok-management.md` | Tier downgrade + BYOK interaction |
| `docs/3-4-host-pays-session-logic.md` | Host tier drives guest billing |
| `CLAUDE.md` | Database safety |
| `AGENTS.md` | i18n 15 locales, French communication |
---
## Dev Agent Record
### Agent Model Used
{{agent_model_name_version}}
### Debug Log References
### Completion Notes List
### File List
---
## Story Completion Status
- Story ID: 3.6
- Story Key: `3-6-stripe-subscription-tiers`
- File: `docs/3-6-stripe-subscription-tiers.md`
- Status: **ready-for-dev**
- Completion Note: Ultimate context engine analysis completed — comprehensive developer guide created.

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# generated: 2026-05-14T16:06:50Z
# last_updated: 2026-05-14T16:06:50Z
# last_updated: 2026-05-15T20:00:00Z
# project: Momento
# project_key: NOKEY
# tracking_system: file-system
@@ -35,7 +35,7 @@
# - Dev moves story to 'review', then runs code-review (fresh context, different LLM recommended)
generated: 2026-05-14T16:06:50Z
last_updated: 2026-05-14T18:30:00Z
last_updated: 2026-05-15T20:00:00Z
project: Momento
project_key: NOKEY
tracking_system: file-system
@@ -43,12 +43,12 @@ story_location: docs
development_status:
epic-3: in-progress
3-1-freemium-quota-tracking: ready-for-dev
3-2-custom-llm-router: backlog
3-3-smart-routing-fallback: backlog
3-4-host-pays-session-logic: backlog
3-5-secure-byok-management: backlog
3-6-stripe-subscription-tiers: backlog
3-1-freemium-quota-tracking: done
3-2-custom-llm-router: done
3-3-smart-routing-fallback: done
3-4-host-pays-session-logic: done
3-5-secure-byok-management: review
3-6-stripe-subscription-tiers: ready-for-dev
epic-3-retrospective: optional
epic-4: backlog
4-1-gdpr-cookie-consent: backlog

243
docs/story-3.7-billing-ux.md Normal file
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@@ -0,0 +1,243 @@
# Story 3.7: Billing & Subscription UX — Complete User Journey
> **Epic:** 3 — The SaaS Commercial Engine
> **Priority:** High
> **Status:** ready-for-dev
> **Depends on:** 3.1 (quota tracking), 3.6 (Stripe tiers)
> **Blocks:** 4.3 (data portability export needs billing status)
---
## Context
The backend billing infrastructure (Stripe checkout, webhook sync, quota tracking via Redis) is fully implemented. The base UI components exist:
- `billing-plans.tsx` — Plan selection cards + Stripe embedded checkout
- `usage-meter.tsx` — Sidebar quota bar with upgrade modal
- `/settings/billing` page — Current plan + upgrade CTA
- API routes — `/billing/status`, `/billing/create-checkout`, `/billing/portal`, `/billing/webhook`, `/usage/current`
However, the user experience has significant gaps that block a production launch:
1. **No detailed usage breakdown** — Users see a tiny progress bar in the sidebar but have no dedicated view showing per-feature consumption
2. **No billing history** — Users cannot view past invoices or download receipts
3. **No inline paywall** — When a quota-exceeded error occurs during an AI action, the user gets a generic error toast instead of being guided to upgrade
4. **No billing cycle overview** — Missing period start/end, next billing date, tokens used this cycle
5. **Upgrade flow not triggered from error states** — Quota exhaustion in AI features shows a toast but doesn't offer a path to resolution
---
## User Stories
### US-1: Detailed Usage Dashboard
**As a** user on any tier,
**I want** to see a detailed breakdown of my AI feature usage for the current billing period,
**So that** I understand exactly where my quota is being consumed.
**Acceptance Criteria:**
- **Given** I am on the Billing settings page
- **When** I scroll below the current plan card
- **Then** I see a "Usage this period" section with a per-feature breakdown:
- Feature name (i18n key)
- Progress bar: used / limit
- Numeric count (e.g., "47 / 100")
- Visual state: normal (violet), warning ≥75% (amber), exhausted 100% (rose)
- **And** for unlimited features (Enterprise), the bar is full and shows "Unlimited"
- **And** the data refreshes every 30s via the existing `useQuery` with `refetchInterval`
- **And** the section shows the period dates (e.g., "May 1 – May 31, 2026")
### US-2: Billing History
**As a** paying user,
**I want** to see my past invoices and download them,
**So that** I have records for accounting.
**Acceptance Criteria:**
- **Given** I have an active or past paid subscription
- **When** I view the Billing settings page
- **Then** I see a "Billing History" section below usage
- **And** it lists invoices sorted by date (newest first) with:
- Date
- Amount (formatted in user currency)
- Status (Paid, Pending, Failed) with color badge
- Download PDF link (via Stripe hosted invoice URL)
- **And** for BASIC/free users, the section is hidden entirely
- **And** the "Open Billing Portal" button remains for payment method changes
### US-3: Inline Paywall (Quota Exceeded → Upgrade)
**As a** free user who just exhausted my AI Discovery Pack,
**I want** to see a clear upgrade prompt instead of a cryptic error,
**So that** I can take action immediately.
**Acceptance Criteria:**
- **Given** I trigger an AI feature (e.g., auto-tag) and my quota is exhausted
- **When** the API returns a `QuotaExceededError`
- **Then** the UI shows an inline paywall panel (not just a toast) with:
- Clear message: "You've used all your [feature] credits this month"
- Two CTAs:
1. "Upgrade to Pro" → links to `/settings/billing`
2. "Use your own API key" → links to `/settings/ai#byok`
- A "Maybe later" dismiss button
- **And** the paywall replaces the AI action result area (not a full-page overlay)
- **And** the paywall auto-dismisses if the user navigates away or after 10s
### US-4: Billing Cycle Overview
**As a** paying user,
**I want** to see my current billing period details,
**So that** I know when I'll be charged next and how much I've used.
**Acceptance Criteria:**
- **Given** I have an active paid subscription
- **When** I view the Billing page
- **Then** the Current Plan card also shows:
- Billing period: "May 1 – May 31, 2026"
- Next billing date (or "Access until [date]" if canceled)
- A small ring/donut chart showing total AI credits used vs total limit (aggregate across features)
### US-5: Upgrade Success Confirmation
**As a** user who just completed checkout,
**I want** to see a clear confirmation that my plan is now active,
**So that** I have confidence the payment worked.
**Acceptance Criteria:**
- **Given** I return from Stripe checkout (via `session_id` URL param)
- **When** the page loads
- **Then** I see a success banner at the top: "Welcome to [Plan Name]! Your subscription is now active."
- **And** the banner auto-dismisses after 5s
- **And** the usage meter in the sidebar updates immediately
- **And** the plan cards section is hidden (replaced with current plan + manage)
---
## Technical Design
### Architecture
All changes are **frontend-only** — no new API routes needed. The existing APIs provide all necessary data:
| Data Need | Existing API | Field |
|---|---|---|
| Per-feature quotas | `GET /api/usage/current` | `quotas[feature].{used,limit,remaining}` |
| Billing status | `GET /api/billing/status` | `tier, status, currentPeriodEnd, cancelAtPeriodEnd` |
| Invoices | Stripe Customer Portal | Via `/api/billing/portal` redirect |
| Checkout | `POST /api/billing/create-checkout` | `{clientSecret, url}` |
### Component Structure
```
settings/billing/page.tsx
├── BillingPlans (existing — current plan card + plan selection)
│ ├── CurrentPlanCard (enhanced with billing cycle dates + mini usage ring)
│ ├── PlanCard[] (existing — unchanged for BASIC)
│ └── ManageBilling (existing — portal button for paid users)
├── UsageBreakdown (NEW — per-feature usage dashboard)
│ ├── PeriodHeader ("Usage for May 1–31, 2026")
│ └── FeatureRow[] (one per feature: label + progress bar + count)
└── BillingHistory (NEW — for paid users, via Stripe portal link)
```
```
components/quota-paywall.tsx (NEW — inline paywall)
├── Message ("You've used all X credits")
├── CTAs (Upgrade link + BYOK link)
└── Dismiss button
```
### Files to Create
| File | Description |
|---|---|
| `components/settings/usage-breakdown.tsx` | Detailed per-feature usage table with progress bars |
| `components/settings/billing-history.tsx` | Invoice list with download links (via Stripe) |
| `components/quota-paywall.tsx` | Inline paywall component for quota-exceeded errors |
### Files to Modify
| File | Change |
|---|---|
| `app/(main)/settings/billing/page.tsx` | Add `UsageBreakdown` + `BillingHistory` sections |
| `components/settings/billing-plans.tsx` | Enhance `CurrentPlanCard` with billing period dates + mini usage ring |
| `components/usage-meter.tsx` | Add click handler to navigate to `/settings/billing` (not just on exhausted) |
| Various AI feature components | Catch `QuotaExceededError` and show `QuotaPaywall` instead of toast |
### Design Tokens (Existing — No New Colors)
| Element | Token/Class |
|---|---|
| Section header | `text-[11px] font-bold uppercase tracking-[0.15em] text-muted-foreground` |
| Card container | `rounded-xl border border-border/40 bg-paper p-6 space-y-4` |
| Progress bar track | `h-1.5 rounded-full bg-secondary/40` |
| Progress bar fill (normal) | `bg-gradient-to-r from-violet-400 to-purple-400` |
| Progress bar fill (warning ≥75%) | `bg-amber-400` |
| Progress bar fill (exhausted) | `bg-rose-400` |
| Feature count text | `text-[11px] text-muted-ink tabular-nums` |
| Badge (active) | `bg-emerald-100 text-emerald-700` |
| Badge (past due) | `bg-amber-100 text-amber-700` |
| CTA primary | `bg-[#D4A373] text-white hover:bg-[#C49363]` (highlighted) |
| CTA secondary | `border border-border hover:bg-foreground/5` |
| Paywall panel | `rounded-xl border border-rose-200 bg-rose-50/50 dark:border-rose-800/40 dark:bg-rose-900/10 p-4` |
### i18n Keys to Add (15 locales)
```json
{
"billing": {
"usageThisPeriod": "Usage this period",
"periodRange": "{start} – {end}",
"featureUsedLimit": "{used} / {limit}",
"unlimited": "Unlimited",
"noUsage": "No AI usage yet this period.",
"billingHistory": "Billing History",
"noInvoices": "No invoices yet.",
"viewInvoices": "View all invoices in Stripe portal",
"nextBillingDate": "Next billing date",
"billingPeriod": "Billing period",
"planSince": "Subscribed since {date}"
},
"quotaPaywall": {
"title": "Monthly limit reached",
"description": "You've used all your {feature} credits for this month.",
"upgrade": "Upgrade plan",
"useOwnKey": "Use your own API key",
"later": "Maybe later"
}
}
```
---
## Out of Scope
- **Stripe Customer Portal customization** — uses the default hosted portal (already configured)
- **Downgrade flow** — handled via Stripe portal (out of scope for this story)
- **Enterprise self-serve** — "Contact Sales" mailto link is sufficient
- **Real-time WebSocket quota updates** — polling every 30s is sufficient
- **Admin billing dashboard** — deferred to a later epic
- **Currency switching** — EUR default, handled by Stripe locale
---
## Testing Notes
- **Unit**: `billing-sync.test.ts`, `billing-price-map.test.ts` already exist and pass
- **Integration**: Test checkout flow with Stripe test mode (`sk_test_` keys)
- **Visual**: Verify in both light and dark mode
- **i18n**: All 15 locale files must have the new keys
- **Responsive**: Plan cards grid must collapse to single column on mobile (<768px)
- **Edge cases**:
- User with no subscription (BASIC) should see only usage + upgrade cards
- User with canceled subscription should see "Access until [date]" + no upgrade cards
- User with past_due subscription should see warning banner
- Redis down → usage section shows "Unable to load usage" (fail-open on API, graceful on UI)
---
## Estimated Effort
| Task | Hours |
|---|---|
| `usage-breakdown.tsx` component | 2h |
| `billing-history.tsx` component | 1.5h |
| `quota-paywall.tsx` component | 1.5h |
| Enhance `billing-plans.tsx` with cycle info | 1h |
| Wire paywall into AI feature error handlers | 2h |
| i18n keys (15 locales) | 1h |
| Visual testing + dark mode | 1h |
| **Total** | **~10h** |

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# Story 3.8: Admin Console — Complete Management Dashboard
> **Epic:** 3 — The SaaS Commercial Engine
> **Priority:** High
> **Status:** ready-for-dev
> **Depends on:** 3.1 (quota tracking), 3.6 (Stripe tiers), 3.7 (billing UX)
> **Blocks:** —
> **Related:** FR13 (real-time quota indicator), FR21 (audit logging), FR18 (fallback rules)
---
## Problem Statement
The admin console exists but is a **hollow shell**:
- **Dashboard**: 3 of 4 metrics are hardcoded strings ("24", "1,234", "856"). Trends are fake. "Recent Activity" is a placeholder div.
- **Users page**: No pagination, no search, no edit, no subscription info. Shows only name/email/role/date. Cannot see what plan a user is on, how much they consume, or manage their subscription.
- **No billing/subscription visibility**: The `Subscription` model has real data (tier, status, Stripe IDs, period dates) but there is zero admin UI for it.
- **No usage analytics**: `UsageLog` collects per-user, per-feature `requestsCount` and `tokensUsed` but nobody can see it. No charts, no breakdown, no per-user drill-down.
- **FeatureFlag model unused**: Schema exists (`key`, `enabled`, `tiers`) with zero code references and zero admin UI.
- **No i18n**: Dashboard, users, AI pages have hardcoded English/French text. The `admin.*` locale block (260+ keys) only exists in `en.json`.
- **Design inconsistency**: Admin pages use raw Tailwind (`text-gray-900`, `bg-white`) instead of the design tokens (`text-foreground`, `bg-paper`, `font-memento-serif`). The sidebar is properly styled but the content area looks like a different app.
This story transforms the admin console into a **production-ready management dashboard** with real data, real metrics, and real controls.
---
## User Stories
### US-1: Real Dashboard Metrics
**As an** admin,
**I want** to see real, live metrics on the dashboard,
**So that** I understand the health and growth of the platform.
**Acceptance Criteria:**
- **Given** I navigate to `/admin`
- **When** the page loads
- **Then** I see 6 metric cards with real data:
| Metric | Source | Computation |
|--------|--------|-------------|
| Total Users | `User.count()` | Current count |
| Total Notes | `Note.count()` | Current count |
| AI Requests (30d) | `UsageLog.sum(requestsCount)` where `periodStart` in last 30 days | Aggregate |
| Active Subscribers | `Subscription.count()` where `status = ACTIVE` and `tier != BASIC` | Count |
| Tokens Used (30d) | `UsageLog.sum(tokensUsed)` where `periodStart` in last 30 days | Aggregate, formatted (e.g., "1.2M") |
| Revenue (30d) | Stripe API or `Subscription` count × price | If Stripe not connected, show subscriber count × plan price as estimate |
- **And** each card shows a trend arrow comparing to the previous 30-day period (computed from `UsageLog` and `User.createdAt`)
- **And** data is fetched server-side (no client loading state for metrics)
- **And** the page uses the `font-memento-serif` heading + `text-foreground` / `bg-paper` design tokens (NOT raw gray/white)
### US-2: Dashboard Charts
**As an** admin,
**I want** to see usage trends over time,
**So that** I can spot patterns and growth trajectories.
**Acceptance Criteria:**
- **Given** I am on the dashboard
- **When** I scroll below the metric cards
- **Then** I see a 7-day area chart showing daily AI requests (sourced from `UsageLog` grouped by `periodStart` day)
- **And** I see a user growth line chart (users created per day, last 30 days)
- **And** charts use Recharts (already a dependency — verify) with the Momento color palette:
- Line/area: `#ACB995` (sage) or `#D4A373` (ochre)
- Grid: `border-border/40`
- Labels: `text-[11px] text-muted-foreground`
- Background: transparent (inherits `bg-paper`)
### US-3: Recent Activity Feed
**As an** admin,
**I want** to see recent platform activity,
**So that** I can monitor what's happening in real-time.
**Acceptance Criteria:**
- **Given** I am on the dashboard
- **When** I view the "Recent Activity" section
- **Then** I see the last 20 significant events:
- New user registration (icon: `UserPlus`, text: "[Name] signed up", relative time)
- Subscription created/upgraded (icon: `Crown`, text: "[Name] upgraded to [Tier]", relative time)
- Subscription canceled (icon: `AlertTriangle`, text: "[Name] canceled [Tier]", relative time)
- High usage alert (icon: `Zap`, text: "[Name] used 90%+ of quota", relative time)
- **And** each event shows relative time ("2 minutes ago", "3 hours ago")
- **And** events are sourced from `UsageLog` (high usage), `Subscription.createdAt` (new subs), `Subscription.canceledAt` (cancellations), `User.createdAt` (signups)
### US-4: Enhanced User Management
**As an** admin,
**I want** to see and manage comprehensive user data,
**So that** I can support users and manage the platform.
**Acceptance Criteria:**
- **Given** I navigate to `/admin/users`
- **When** the user table loads
- **Then** each row shows:
- Name + avatar initial
- Email
- Role badge (USER / ADMIN)
- **Subscription tier** badge (Free / Pro / Business / Enterprise) with color:
- Free: `bg-secondary text-secondary-foreground`
- Pro: `bg-violet-100 text-violet-700`
- Business: `bg-amber-100 text-amber-700`
- Enterprise: `bg-emerald-100 text-emerald-700`
- **AI usage this period** (sum of `requestsCount` from current period `UsageLog`, formatted as number)
- Created date
- Actions (role toggle, delete, **new: view details**)
- **And** there is a **search bar** at the top that filters by name or email (client-side for now, debounced 300ms)
- **And** there is **pagination** (25 users per page) with page controls
- **And** there is a **subscription filter** dropdown: All / Free / Pro / Business / Enterprise
- **And** clicking a user row opens a **User Detail Drawer** (slide-in from right, 400px)
### US-5: User Detail Drawer
**As an** admin,
**I want** to see detailed information about a specific user,
**So that** I can troubleshoot issues and manage their account.
**Acceptance Criteria:**
- **Given** I click on a user row in the user table
- **When** the drawer opens
- **Then** I see:
**Profile Section:**
- Avatar initial + name + email
- Role badge
- Member since date
- Last active (from most recent `UsageLog.createdAt` or `session.expires`)
**Subscription Section:**
- Current plan badge (tier)
- Status badge (ACTIVE / CANCELED / PAST_DUE / TRIALING)
- Billing period: "[start] – [end]"
- Stripe customer ID (clickable link to Stripe dashboard if available)
- "Manage in Stripe" button (opens portal for that customer)
**Usage Section:**
- Per-feature usage table for current period:
- Feature name
- Requests used / limit
- Tokens used
- Progress bar (same visual as UsageBreakdown from Story 3.7)
- "View full history" link (future scope, just a placeholder for now)
**Account Actions:**
- Edit name (inline edit, save via server action)
- Reset password (sends reset email)
- Change role dropdown
- Impersonate user (future scope — button disabled with tooltip "Coming soon")
- Delete user (red, with double-confirm for users with notes)
- **And** the drawer uses the same design tokens as the settings panels (`rounded-xl border border-border/40 bg-paper`)
- **And** closing the drawer refreshes the user list
### US-6: Subscriptions Overview Page
**As an** admin,
**I want** to see all subscriptions in one place,
**So that** I can monitor revenue and plan distribution.
**Acceptance Criteria:**
- **Given** I navigate to `/admin/subscriptions` (new sidebar nav item)
- **When** the page loads
- **Then** I see:
**Summary Cards (top):**
- Total subscribers (count of non-BASIC active subscriptions)
- Monthly recurring revenue estimate (subscriber count × plan price)
- Churn rate (canceled in last 30d / total subscribers 30d ago)
- Most popular plan (tier with highest count)
**Subscriber Table:**
- Columns: User name, Email, Tier, Status, Period end, MRR, Actions
- Filterable by tier and status
- Sortable by period end (default: expiring soonest first)
- Paginated (25 per page)
- Actions: View user drawer, Open Stripe portal, Cancel subscription (with confirm)
**Tier Distribution:**
- Simple horizontal bar chart showing count per tier
- Colors: Free (gray), Pro (violet), Business (amber), Enterprise (emerald)
- **And** the sidebar nav includes "Subscriptions" with a `CreditCard` icon between "Users" and "AI Management"
### US-7: Usage Analytics Page
**As an** admin,
**I want** to see platform-wide AI usage analytics,
**So that** I can optimize costs and understand feature adoption.
**Acceptance Criteria:**
- **Given** I navigate to `/admin/usage` (new sidebar nav item)
- **When** the page loads
- **Then** I see:
**Period Selector:** Last 7 days / 30 days / 90 days (pill toggle, default 30d)
**Aggregate Cards:**
- Total AI requests (period)
- Total tokens consumed (period, formatted: "1.2M")
- Average requests per user (period)
- Cost estimate (tokens × $0.002/1K tokens for gpt-4o-mini as rough estimate)
**Feature Breakdown:**
- Bar chart: requests per feature (semantic_search, auto_tag, auto_title, reformulate, chat, brainstorm_*)
- Sorted by volume descending
- Each bar shows count + percentage of total
**Top Users Table:**
- Columns: Rank, User name, Requests, Tokens, Tier
- Top 25 users by request count
- Clickable rows → user detail drawer
**Daily Trend Chart:**
- Area chart: daily request count over selected period
- Tooltip shows date + count
- **And** all data is sourced from `UsageLog` aggregated via Prisma `groupBy`
### US-8: Feature Flags Management
**As an** admin,
**I want** to toggle features on/off per tier,
**So that** I can roll out features gradually.
**Acceptance Criteria:**
- **Given** I navigate to `/admin/settings` (existing page)
- **When** I scroll to a new "Feature Flags" section
- **Then** I see a table of feature flags from the `FeatureFlag` model:
- Key (string, editable)
- Enabled toggle (switch)
- Tiers multiselect (checkboxes: BASIC, PRO, BUSINESS, ENTERPRISE)
- Last updated date
- **And** I can create a new feature flag via "Add Flag" button
- **And** I can delete a feature flag
- **And** changes take effect immediately (writes to DB, `revalidatePath('/admin/settings')`)
- **And** the section uses the existing `SettingsSection` / `SettingToggle` component patterns
---
## Technical Design
### New Files to Create
| File | Description |
|------|-------------|
| `app/(admin)/admin/subscriptions/page.tsx` | Subscriptions overview page |
| `app/(admin)/admin/subscriptions/subscription-table.tsx` | Subscriber table client component |
| `app/(admin)/admin/usage/page.tsx` | Usage analytics page |
| `app/(admin)/admin/usage/usage-client.tsx` | Usage analytics client component (charts) |
| `components/admin/user-detail-drawer.tsx` | Slide-in user detail panel |
| `components/admin/charts/area-chart.tsx` | Recharts wrapper with Momento theme |
| `components/admin/charts/bar-chart.tsx` | Recharts wrapper with Momento theme |
| `app/actions/admin-subscriptions.ts` | Server actions: getSubscriptions, cancelSubscription, getSubscriptionSummary |
| `app/actions/admin-usage.ts` | Server actions: getUsageAggregate, getUsageByFeature, getTopUsers, getDailyUsage |
| `app/actions/admin-feature-flags.ts` | Server actions: getFeatureFlags, createFeatureFlag, updateFeatureFlag, deleteFeatureFlag |
### Files to Modify
| File | Change |
|------|--------|
| `app/(admin)/admin/page.tsx` | Replace mock metrics with real DB queries, add chart components, add activity feed, apply design tokens |
| `app/(admin)/admin/users/page.tsx` | Add search bar, subscription filter, apply design tokens, pass subscription data to UserList |
| `app/(admin)/admin/user-list.tsx` | Add subscription tier column, usage column, row click handler → drawer, pagination, apply design tokens |
| `components/admin-sidebar.tsx` | Add "Subscriptions" and "Usage" nav items |
| `components/admin-metrics.tsx` | Apply design tokens (`bg-paper` instead of `bg-white`, `text-foreground` instead of `text-gray-900`) |
| `app/(admin)/admin/settings/page.tsx` | Add Feature Flags section |
| `app/(admin)/admin/settings/admin-settings-form.tsx` | Add Feature Flags management UI |
| `app/actions/admin.ts` | Update `getUsers()` to include subscription and usage data, add pagination params |
### Data Aggregation Queries
```typescript
// Dashboard metrics
const [
totalUsers,
totalNotes,
aiRequests30d, // UsageLog.sum({ requestsCount }, { periodStart: { gte: 30dAgo } })
activeSubscribers, // Subscription.count({ status: ACTIVE, tier: { not: BASIC } })
tokensUsed30d, // UsageLog.sum({ tokensUsed }, { periodStart: { gte: 30dAgo } })
prevMonthUsers, // User.count({ createdAt: { lt: 30dAgo } })
prevMonthRequests, // UsageLog.sum for previous period
] = await Promise.all([...])
```
```typescript
// Daily usage for charts
const dailyUsage = await prisma.usageLog.groupBy({
by: ['periodStart'],
_sum: { requestsCount: true, tokensUsed: true },
where: { periodStart: { gte: startDate } },
orderBy: { periodStart: 'asc' },
})
```
```typescript
// Top users
const topUsers = await prisma.usageLog.groupBy({
by: ['userId'],
_sum: { requestsCount: true, tokensUsed: true },
where: { periodStart: { gte: startDate } },
orderBy: { _sum: { requestsCount: 'desc' } },
take: 25,
})
```
```typescript
// Users with subscription + usage (enhanced getUsers)
const users = await prisma.user.findMany({
skip: (page - 1) * 25,
take: 25,
include: {
subscription: { select: { tier: true, status: true, currentPeriodEnd: true } },
usageLogs: {
where: { periodStart: { gte: currentPeriodStart } },
select: { requestsCount: true, tokensUsed: true },
},
},
orderBy: { createdAt: 'desc' },
})
```
### Dependencies to Verify
| Package | Status | Action |
|---------|--------|--------|
| `recharts` | Verify in package.json | Install if missing (`npm i recharts`) |
| `date-fns` | Already installed | No action |
| `@tanstack/react-query` | Already installed | No action |
### Design Tokens (Existing — Consistent with Main App)
All admin pages MUST use these tokens instead of raw Tailwind colors:
| Element | Current (WRONG) | Correct Token |
|---------|-----------------|---------------|
| Page background | `bg-white` / `bg-gray-50` | `bg-paper` (`#F2F0E9`) |
| Text primary | `text-gray-900` | `text-foreground` / `text-ink` |
| Text secondary | `text-gray-600` | `text-muted-foreground` / `text-muted-ink` |
| Cards | `bg-white border-gray-200` | `bg-paper border-border/40` (or `bg-card`) |
| Headings | `text-3xl font-bold text-gray-900` | `font-memento-serif text-3xl font-medium text-foreground` |
| Subtitles | `text-gray-600 mt-1` | `text-[11px] text-muted-foreground uppercase tracking-[0.2em]` |
| Dark mode | Manual `dark:` classes | Automatic via CSS variables |
| Sidebar active | Custom classes | `memento-active-nav` class (already defined) |
### Sidebar Navigation (Updated)
```
ADMIN_NAV_ITEMS = [
{ titleKey: 'admin.sidebar.dashboard', href: '/admin', icon: LayoutDashboard },
{ titleKey: 'admin.sidebar.users', href: '/admin/users', icon: Users },
{ titleKey: 'admin.sidebar.subscriptions', href: '/admin/subscriptions', icon: CreditCard },
{ titleKey: 'admin.sidebar.usageAnalytics', href: '/admin/usage', icon: BarChart3 },
{ titleKey: 'admin.sidebar.aiManagement', href: '/admin/ai', icon: Brain },
{ titleKey: 'admin.sidebar.settings', href: '/admin/settings', icon: Settings },
]
```
### i18n Keys to Add (15 locales)
All new keys under `admin.*` namespace. The full `admin` block (260+ keys) needs to be propagated to all 15 locale files. New keys for this story:
```json
{
"admin": {
"sidebar.subscriptions": "Subscriptions",
"sidebar.usageAnalytics": "Usage Analytics",
"dashboard.totalNotes": "Total Notes",
"dashboard.aiRequests": "AI Requests",
"dashboard.activeSubscribers": "Active Subscribers",
"dashboard.tokensUsed": "Tokens Used",
"dashboard.revenueEstimate": "Revenue (est.)",
"dashboard.recentActivity": "Recent Activity",
"dashboard.noActivity": "No recent activity.",
"dashboard.newSignup": "{name} signed up",
"dashboard.upgraded": "{name} upgraded to {tier}",
"dashboard.canceled": "{name} canceled {tier}",
"dashboard.highUsage": "{name} reached {percent}% of quota",
"dashboard.userGrowth": "User Growth",
"dashboard.dailyRequests": "Daily AI Requests",
"subscriptions.title": "Subscriptions",
"subscriptions.description": "Monitor and manage subscription plans",
"subscriptions.totalSubscribers": "Total Subscribers",
"subscriptions.monthlyRevenue": "Monthly Revenue (est.)",
"subscriptions.churnRate": "Churn Rate",
"subscriptions.popularPlan": "Most Popular",
"subscriptions.table.user": "User",
"subscriptions.table.tier": "Plan",
"subscriptions.table.status": "Status",
"subscriptions.table.periodEnd": "Period End",
"subscriptions.table.mrr": "MRR",
"subscriptions.table.actions": "Actions",
"subscriptions.manageStripe": "Manage in Stripe",
"subscriptions.cancelConfirm": "Cancel subscription for {name}?",
"subscriptions.tierDistribution": "Plan Distribution",
"usage.title": "Usage Analytics",
"usage.description": "Platform-wide AI feature consumption",
"usage.totalRequests": "Total Requests",
"usage.totalTokens": "Total Tokens",
"usage.avgPerUser": "Avg per User",
"usage.costEstimate": "Est. Cost",
"usage.featureBreakdown": "Feature Breakdown",
"usage.topUsers": "Top Users",
"usage.rank": "#",
"usage.requests": "Requests",
"usage.tokens": "Tokens",
"usage.dailyTrend": "Daily Trend",
"usage.last7d": "Last 7 days",
"usage.last30d": "Last 30 days",
"usage.last90d": "Last 90 days",
"users.search": "Search users...",
"users.filterTier": "Filter by plan",
"users.allTiers": "All plans",
"users.usageThisPeriod": "AI usage",
"users.detail.title": "User Details",
"users.detail.memberSince": "Member since",
"users.detail.lastActive": "Last active",
"users.detail.subscription": "Subscription",
"users.detail.billingPeriod": "Billing period",
"users.detail.stripeId": "Stripe ID",
"users.detail.manageStripe": "Manage in Stripe",
"users.detail.usagePeriod": "Usage this period",
"users.detail.editName": "Edit name",
"users.detail.resetPassword": "Send reset email",
"users.detail.impersonate": "Impersonate",
"users.detail.impersonateSoon": "Coming soon",
"users.detail.deleteWithNotes": "This user has {count} notes. Confirm deletion?",
"settings.featureFlags": "Feature Flags",
"settings.featureFlagsDescription": "Toggle features on/off per subscription tier",
"settings.addFlag": "Add Flag",
"settings.flagKey": "Key",
"settings.flagEnabled": "Enabled",
"settings.flagTiers": "Available for",
"settings.deleteFlag": "Delete flag",
"settings.confirmDeleteFlag": "Delete feature flag \"{key}\"?"
}
}
```
---
## Pages Architecture
### `/admin` — Dashboard (Rewrite)
```
┌─────────────────────────────────────────────┐
│ Dashboard │ ← font-memento-serif
│ Overview of your platform │ ← text-muted-foreground
├─────────┬─────────┬─────────┬──────────────┤
│ Users │ Notes │ AI Req │ Subscribers │ ← 4 real metrics
│ 142 ↑12│ 3,241 ↑8│ 12.4K ↑24│ 23 ↑15% │
├─────────┴─────────┴─────────┴──────────────┤
│ ┌───────────────────┐ ┌───────────────────┐│
│ │ Daily AI Requests │ │ User Growth ││ ← Recharts
│ │ ▁▂▃▅▇█▇▅▃▂▁▁▂▃ │ │ ▁▂▃▃▄▅▅▆▇▇█ ││
│ └───────────────────┘ └───────────────────┘│
├─────────────────────────────────────────────┤
│ Recent Activity │
│ ● Sepehr upgraded to Pro — 2 min ago │
│ ● Jane signed up — 15 min ago │
│ ● ... │
└─────────────────────────────────────────────┘
```
### `/admin/users` — Enhanced User Management (Rewrite)
```
┌─────────────────────────────────────────────┐
│ Users [+ Add] │
│ Manage users and permissions │
├─────────────────────────────────────────────┤
│ 🔍 Search... [Plan ▼] [All plans] │
├──────┬────────┬──────┬──────┬──────┬───────┤
│ Name │ Email │ Role │ Plan │ Usage│ Date │
│ John │ j@e.co │ USER │ Pro │ 847 │ May 2 │ ← row click → drawer
│ Jane │ j@e.co │ ADMIN│ Free │ 23 │ Apr 28│
├──────┴────────┴──────┴──────┴──────┴───────┤
│ ← 1 2 3 → 25 per page│
└─────────────────────────────────────────────┘
```
### `/admin/subscriptions` — New Page
```
┌─────────────────────────────────────────────┐
│ Subscriptions │
│ Monitor and manage subscription plans │
├─────────┬─────────┬─────────┬──────────────┤
│ 23 Subs │ €228/mo │ 4.2% Churn│ Pro (most) │ ← summary cards
├─────────┴─────────┴─────────┴──────────────┤
│ Tier Distribution │
│ Free ████████████████ 119 │
│ Pro █████████ 15 │
│ Biz ██████ 6 │ ← horizontal bars
│ Ent ███ 2 │
├─────────────────────────────────────────────┤
│ [Tier ▼] [Status ▼] │
├──────┬──────┬──────┬──────┬────────────────┤
│ User │ Tier │Status│ Until│ Actions │
│ ... │ ... │ ... │ ... │ [Stripe] [Cancel]│
└──────┴──────┴──────┴──────┴────────────────┘
```
### `/admin/usage` — New Page
```
┌─────────────────────────────────────────────┐
│ Usage Analytics │
│ Platform-wide AI feature consumption │
├─────────────────────────────────────────────┤
│ [7d] [30d] [90d] │ ← period toggle
├──────────┬──────────┬──────────┬────────────┤
│ 12.4K │ 1.2M │ 87 │ $2.40 │ ← aggregate cards
│ Requests │ Tokens │ Avg/user │ Est. cost │
├──────────┴──────────┴──────────┴────────────┤
│ Feature Breakdown │
│ semantic_search ████████████████ 4,200 │
│ auto_tag ██████████ 2,800 │ ← horizontal bars
│ auto_title █████ 1,400 │
│ chat ███ 900 │
├─────────────────────────────────────────────┤
│ Daily Trend │
│ ▁▂▃▅▇█▇▅▃▂▁▁▂▃ │ ← area chart
├─────────────────────────────────────────────┤
│ Top 25 Users │
│ # │ User │ Requests │ Tokens │ Tier │
│ 1 │ Sepehr │ 3,200 │ 420K │ Pro │
│ 2 │ ... │ ... │ ... │ ... │
└─────────────────────────────────────────────┘
```
---
## Implementation Order
| Step | Task | Est. |
|------|------|------|
| 1 | Fix design tokens on all existing admin pages (replace `bg-white`/`text-gray-900` with tokens) | 1.5h |
| 2 | Rewrite dashboard with real metrics (6 cards) | 2h |
| 3 | Add dashboard charts (daily requests + user growth) | 2h |
| 4 | Add recent activity feed | 1.5h |
| 5 | Enhance `getUsers()` with subscription + usage data + pagination | 1h |
| 6 | Add search bar + tier filter + subscription column + pagination to users page | 2h |
| 7 | Build user detail drawer | 3h |
| 8 | Create subscriptions page (summary + table + tier distribution) | 3h |
| 9 | Create usage analytics page (aggregates + charts + top users) | 3h |
| 10 | Add feature flags section to settings page | 1.5h |
| 11 | Update admin sidebar with 2 new nav items | 0.5h |
| 12 | i18n: propagate full `admin.*` block to all 15 locales | 2h |
| **Total** | | **~23h** |
---
## Out of Scope
- **Impersonate user** — requires careful security design, deferred
- **Admin API key management** — viewing/rotating BYOK keys, deferred
- **Export admin data as CSV** — deferred to a follow-up
- **Real-time WebSocket updates** — polling/refresh is sufficient
- **Email notifications for admin events** — deferred
- **Admin audit log** (who did what) — deferred to Epic 4 (FR21)
- **Backup/restore UI** — the `dump-db.sh` script is sufficient for now
- **Advanced charting** (heatmaps, cohort analysis) — deferred
- **Bulk user operations** (mass delete, mass role change) — deferred
- **SSO/SAML management** — Epic 4 scope
---
## Edge Cases & Error Handling
- **No UsageLog data yet** (fresh install) → charts show empty state, metrics show 0
- **Redis down** → usage section shows "Unable to load" gracefully (fail-open)
- **Stripe not configured** → subscription page shows "Connect Stripe" CTA instead of subscriber table
- **User has no subscription** → show "Free" badge, no subscription section in drawer
- **User deletion with notes** → double-confirm dialog showing note count
- **Self-management protection** → admin cannot delete self, change own role, or cancel own subscription via admin UI
- **Pagination with filters** → filter + search are client-side on the fetched page (acceptable for <10K users); server-side filtering if user base grows
- **Dark mode** → all new components must work in both modes via CSS variables
---
## Testing Notes
- **Visual**: Verify all pages in both light and dark mode
- **Responsive**: Dashboard charts should stack on mobile; tables should scroll horizontally
- **i18n**: Switch language and verify all admin keys render correctly
- **Data**: Seed test data with `UsageLog` entries across multiple users and periods
- **Access**: Verify non-admin users are blocked at middleware level
- **Performance**: Dashboard with 10K+ `UsageLog` entries should load in <2s (verify query performance)