Stabilize Dashboard, Payments, and Hygiene (Codex Implementation Plan)

[thefiredev-cloud]

Goal: Stabilize dashboard features, fix dead buttons/flows, squash bugs, and get lint/types/tests clean so Codex can implement confidently.

Scope snapshot

• Dashboard routes under app/dashboard/* (student, admin, preceptor) have partially wired actions.
• Payments/discounts verification: NP12345 = 100%, MENTO12345 = 99.9%.
• Idempotency and checkout robustness need recheck after latest edits.
• Lint/type/test hygiene before hand-off.

Phase 0 — Baseline health (same-day)

• Build, type-check, lint, unit + e2e smoke:
  • npm run type-check, npm run lint, npm run test:unit:run, npm run test:e2e
• MCP checks:
  • Stripe: list coupons/prices, recent intents; verify NP12345 (100%), MENTO12345 (99.9%).
  • Netlify: last deploy status and logs.
  • Sentry: recent errors for dashboard routes.
• Output: short report with failures, stack traces, and owners.

Phase 1 — Inventory dead features (Day 1)

• Crawl dashboard UI and log “no-op” UI:
  • Buttons/menus that don’t navigate, dispatch, or call Convex.
  • Modals/forms missing submit handlers or success toasts.
• Prioritize by user impact (Blockers → Core UX → Nice-to-have).
• Output: checklist per route: action → expected → current → fix candidate.

Phase 2 — Payments and intake gating (Day 1–2)

• Ensure discount behavior:
  • NP12345: zero-total end-to-end (no charge), immediate access.
  • MENTO12345: 99.9% off applied via promotion code; UI shows correct final total.
• Verify idempotency:
  • Customer create/update keys hash-based and vary with params; no idempotency_error.
• Confirm webhook/audit:
  • payments, paymentAttempts, paymentsAudit updated; receipt URL stored.

Phase 3 — Wire dead features (Day 2–3)

• Student dashboard: Messages (send, mark read), Billing (open portal, history).
• Admin dashboard: Finance filters/CSV, matches actions, discount setup status.
• Preceptor dashboard: Matches list/actions and navigation from notifications.
• Each wire-up: optimistic UI, success/error toast, and e2e happy-path.

Phase 4 — Bug fixes + polish (Day 3–4)

• Fix navigation loops and guards (RoleGuard/intake step protection).
• Loading/error states, skeletons, a11y labels on forms/buttons.
• Stabilize flaky tests with data-testids and explicit waits.

Phase 5 — Hygiene (Day 4)

• Lint/types clean; remove unused/any; minimal typings where needed.
• Unit coverage for critical UI logic (messages, payments summary).
• E2E coverage:
  • Intake basic → checkout with NP12345 and MENTO12345
  • Dashboard message send/read
  • Admin discount init (NP + MENTO) smoke

Phase 6 — Observability + compliance (Day 4–5)

• Sentry: add breadcrumbs around checkout, intake transitions, and dashboard actions.
• Logs: ensure no PHI/PII; audit trails for payments/matches.
• Netlify headers/security: verify security headers applied site-wide.

Handover to Codex

• Use this issue as the tracking checklist.
• Include repro steps for each bug (short) as comments.
• Define acceptance criteria per feature.
• Provide commands to run locally and in CI.

MCP-assisted tasks to automate during execution

• Stripe: verify coupons, prices, intents, and fetch receipt URLs by email/session_id.
• Netlify: poll last deploy status and recent logs on push.
• Sentry: list recent issues filtered by dashboard paths.
• GitHub: list/open issues for each item in the checklist.

Definition of done

• Dashboard actions wired with feedback and no console errors.
• NP12345 100% and MENTO12345 99.9% pass e2e; idempotency errors eliminated.
• npm run type-check and npm run lint clean; tests green in CI.
• Sentry quiet for common flows; Netlify deploy green.