Record UX card refactor task verification

.agents/skills/convex-create-component/SKILL.md

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+---
+name: convex-create-component
+description:
+  Builds reusable Convex components with isolated tables and app-facing APIs.
+  Use for new components, reusable backend modules, integrations, or component
+  boundary work.
+---
+
+# Convex Create Component
+
+Create reusable Convex components with clear boundaries and a small app-facing
+API.
+
+## When to Use
+
+- Creating a new Convex component in an existing app
+- Extracting reusable backend logic into a component
+- Building a third-party integration that should own its own tables and
+  workflows
+- Packaging Convex functionality for reuse across multiple apps
+
+## When Not to Use
+
+- One-off business logic that belongs in the main app
+- Thin utilities that do not need Convex tables or functions
+- App-level orchestration that should stay in `convex/`
+- Cases where a normal TypeScript library is enough
+
+## Workflow
+
+1. Ask the user what they are building and what the end goal is. If the repo
+   already makes the answer obvious, say so and confirm before proceeding.
+2. Choose the shape using the decision tree below and read the matching
+   reference file.
+3. Decide whether a component is justified. Prefer normal app code or a regular
+   library if the feature does not need isolated tables, backend functions, or
+   reusable persistent state.
+4. Make a short plan for:
+   - what tables the component owns
+   - what public functions it exposes
+   - what data must be passed in from the app (auth, env vars, parent IDs)
+   - what stays in the app as wrappers or HTTP mounts
+5. Create the component structure with `convex.config.ts`, `schema.ts`, and
+   function files.
+6. Implement functions using the component's own `./_generated/server` imports,
+   not the app's generated files.
+7. Wire the component into the app with `app.use(...)`. If the app does not
+   already have `convex/convex.config.ts`, create it.
+8. Call the component from the app through `components.<name>` using
+   `ctx.runQuery`, `ctx.runMutation`, or `ctx.runAction`.
+9. If React clients, HTTP callers, or public APIs need access, create wrapper
+   functions in the app instead of exposing component functions directly.
+10. Run `npx convex dev` and fix codegen, type, or boundary issues before
+    finishing.
+
+## Choose the Shape
+
+Ask the user, then pick one path:
+
+| Goal                                              | Shape            | Reference                           |
+| ------------------------------------------------- | ---------------- | ----------------------------------- |
+| Component for this app only                       | Local            | `references/local-components.md`    |
+| Publish or share across apps                      | Packaged         | `references/packaged-components.md` |
+| User explicitly needs local + shared library code | Hybrid           | `references/hybrid-components.md`   |
+| Not sure                                          | Default to local | `references/local-components.md`    |
+
+Read exactly one reference file before proceeding.
+
+## Default Approach
+
+Unless the user explicitly wants an npm package, default to a local component:
+
+- Put it under `convex/components/<componentName>/`
+- Define it with `defineComponent(...)` in its own `convex.config.ts`
+- Install it from the app's `convex/convex.config.ts` with `app.use(...)`
+- Let `npx convex dev` generate the component's own `_generated/` files
+
+## Component Skeleton
+
+A minimal local component with a table and two functions, plus the app wiring.
+
+```ts
+// convex/components/notifications/convex.config.ts
+import { defineComponent } from "convex/server";
+
+export default defineComponent("notifications");
+```
+
+```ts
+// convex/components/notifications/schema.ts
+import { defineSchema, defineTable } from "convex/server";
+import { v } from "convex/values";
+
+export default defineSchema({
+  notifications: defineTable({
+    userId: v.string(),
+    message: v.string(),
+    read: v.boolean(),
+  }).index("by_user", ["userId"]),
+});
+```
+
+```ts
+// convex/components/notifications/lib.ts
+import { v } from "convex/values";
+import { mutation, query } from "./_generated/server.js";
+
+export const send = mutation({
+  args: { userId: v.string(), message: v.string() },
+  returns: v.id("notifications"),
+  handler: async (ctx, args) => {
+    return await ctx.db.insert("notifications", {
+      userId: args.userId,
+      message: args.message,
+      read: false,
+    });
+  },
+});
+
+export const listUnread = query({
+  args: { userId: v.string() },
+  returns: v.array(
+    v.object({
+      _id: v.id("notifications"),
+      _creationTime: v.number(),
+      userId: v.string(),
+      message: v.string(),
+      read: v.boolean(),
+    }),
+  ),
+  handler: async (ctx, args) => {
+    return await ctx.db
+      .query("notifications")
+      .withIndex("by_user", (q) => q.eq("userId", args.userId))
+      .filter((q) => q.eq(q.field("read"), false))
+      .collect();
+  },
+});
+```
+
+```ts
+// convex/convex.config.ts
+import { defineApp } from "convex/server";
+import notifications from "./components/notifications/convex.config.js";
+
+const app = defineApp();
+app.use(notifications);
+
+export default app;
+```
+
+```ts
+// convex/notifications.ts  (app-side wrapper)
+import { v } from "convex/values";
+import { mutation, query } from "./_generated/server";
+import { components } from "./_generated/api";
+import { getAuthUserId } from "@convex-dev/auth/server";
+
+export const sendNotification = mutation({
+  args: { message: v.string() },
+  returns: v.null(),
+  handler: async (ctx, args) => {
+    const userId = await getAuthUserId(ctx);
+    if (!userId) throw new Error("Not authenticated");
+
+    await ctx.runMutation(components.notifications.lib.send, {
+      userId,
+      message: args.message,
+    });
+    return null;
+  },
+});
+
+export const myUnread = query({
+  args: {},
+  handler: async (ctx) => {
+    const userId = await getAuthUserId(ctx);
+    if (!userId) throw new Error("Not authenticated");
+
+    return await ctx.runQuery(components.notifications.lib.listUnread, {
+      userId,
+    });
+  },
+});
+```
+
+Note the reference path shape: a function in
+`convex/components/notifications/lib.ts` is called as
+`components.notifications.lib.send` from the app.
+
+## Critical Rules
+
+- Keep authentication in the app, because `ctx.auth` is not available inside
+  components.
+- Keep environment access in the app, because component functions cannot read
+  `process.env`.
+- Pass parent app IDs across the boundary as strings, because `Id` types become
+  plain strings in the app-facing `ComponentApi`.
+- Do not use `v.id("parentTable")` for app-owned tables inside component args or
+  schema, because the component has no access to the app's table namespace.
+- Import `query`, `mutation`, and `action` from the component's own
+  `./_generated/server`, not the app's generated files.
+- Do not expose component functions directly to clients. Create app wrappers
+  when client access is needed, because components are internal and need
+  auth/env wiring the app provides.
+- If the component defines HTTP handlers, mount the routes in the app's
+  `convex/http.ts`, because components cannot register their own HTTP routes.
+- If the component needs pagination, use `paginator` from `convex-helpers`
+  instead of built-in `.paginate()`, because `.paginate()` does not work across
+  the component boundary.
+- Add `args` and `returns` validators to all public component functions, because
+  the component boundary requires explicit type contracts.
+
+## Patterns
+
+### Authentication and environment access
+
+```ts
+// Bad: component code cannot rely on app auth or env
+const identity = await ctx.auth.getUserIdentity();
+const apiKey = process.env.OPENAI_API_KEY;
+```
+
+```ts
+// Good: the app resolves auth and env, then passes explicit values
+const userId = await getAuthUserId(ctx);
+if (!userId) throw new Error("Not authenticated");
+
+await ctx.runAction(components.translator.translate, {
+  userId,
+  apiKey: process.env.OPENAI_API_KEY,
+  text: args.text,
+});
+```
+
+### Client-facing API
+
+```ts
+// Bad: assuming a component function is directly callable by clients
+export const send = components.notifications.send;
+```
+
+```ts
+// Good: re-export through an app mutation or query
+export const sendNotification = mutation({
+  args: { message: v.string() },
+  returns: v.null(),
+  handler: async (ctx, args) => {
+    const userId = await getAuthUserId(ctx);
+    if (!userId) throw new Error("Not authenticated");
+
+    await ctx.runMutation(components.notifications.lib.send, {
+      userId,
+      message: args.message,
+    });
+    return null;
+  },
+});
+```
+
+### IDs across the boundary
+
+```ts
+// Bad: parent app table IDs are not valid component validators
+args: {
+  userId: v.id("users");
+}
+```
+
+```ts
+// Good: treat parent-owned IDs as strings at the boundary
+args: {
+  userId: v.string();
+}
+```
+
+### Advanced Patterns
+
+For additional patterns including function handles for callbacks, deriving
+validators from schema, static configuration with a globals table, and
+class-based client wrappers, see `references/advanced-patterns.md`.
+
+## Validation
+
+Try validation in this order:
+
+1. `npx convex codegen --component-dir convex/components/<name>`
+2. `npx convex codegen`
+3. `npx convex dev`
+
+Important:
+
+- Fresh repos may fail these commands until `CONVEX_DEPLOYMENT` is configured.
+- Until codegen runs, component-local `./_generated/*` imports and app-side
+  `components.<name>...` references will not typecheck.
+- If validation blocks on Convex login or deployment setup, stop and ask the
+  user for that exact step instead of guessing.
+
+## Reference Files
+
+Read exactly one of these after the user confirms the goal:
+
+- `references/local-components.md`
+- `references/packaged-components.md`
+- `references/hybrid-components.md`
+
+Official docs:
+[Authoring Components](https://docs.convex.dev/components/authoring)
+
+## Checklist
+
+- [ ] Asked the user what they want to build and confirmed the shape
+- [ ] Read the matching reference file
+- [ ] Confirmed a component is the right abstraction
+- [ ] Planned tables, public API, boundaries, and app wrappers
+- [ ] Component lives under `convex/components/<name>/` (or package layout if
+      publishing)
+- [ ] Component imports from its own `./_generated/server`
+- [ ] Auth, env access, and HTTP routes stay in the app
+- [ ] Parent app IDs cross the boundary as `v.string()`
+- [ ] Public functions have `args` and `returns` validators
+- [ ] Ran `npx convex dev` and fixed codegen or type issues

.agents/skills/convex-create-component/agents/openai.yaml

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+interface:
+  display_name: "Convex Create Component"
+  short_description:
+    "Design and build reusable Convex components with clear boundaries."
+  icon_small: "./assets/icon.svg"
+  icon_large: "./assets/icon.svg"
+  brand_color: "#14B8A6"
+  default_prompt:
+    "Help me create a Convex component for this feature. First check that a
+    component is actually justified, then design the tables, API surface, and
+    app-facing wrappers before implementing it."
+
+policy:
+  allow_implicit_invocation: true

.agents/skills/convex-create-component/assets/icon.svg

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+<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" aria-hidden="true" data-slot="icon">
+  <path stroke-linecap="round" stroke-linejoin="round" d="m21 7.5-2.25-1.313M21 7.5v2.25m0-2.25-2.25 1.313M3 7.5l2.25-1.313M3 7.5l2.25 1.313M3 7.5v2.25m9 3 2.25-1.313M12 12.75l-2.25-1.313M12 12.75V15m0 6.75 2.25-1.313M12 21.75V19.5m0 2.25-2.25-1.313m0-16.875L12 2.25l2.25 1.313M21 14.25v2.25l-2.25 1.313m-13.5 0L3 16.5v-2.25"/>
+</svg>

.agents/skills/convex-create-component/references/advanced-patterns.md

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+# Advanced Component Patterns
+
+Additional patterns for Convex components that go beyond the basics covered in
+the main skill file.
+
+## Function Handles for callbacks
+
+When the app needs to pass a callback function to the component, use function
+handles. This is common for components that run app-defined logic on a schedule
+or in a workflow.
+
+```ts
+// App side: create a handle and pass it to the component
+import { createFunctionHandle } from "convex/server";
+
+export const startJob = mutation({
+  handler: async (ctx) => {
+    const handle = await createFunctionHandle(internal.myModule.processItem);
+    await ctx.runMutation(components.workpool.enqueue, {
+      callback: handle,
+    });
+  },
+});
+```
+
+```ts
+// Component side: accept and invoke the handle
+import { v } from "convex/values";
+import type { FunctionHandle } from "convex/server";
+import { mutation } from "./_generated/server.js";
+
+export const enqueue = mutation({
+  args: { callback: v.string() },
+  handler: async (ctx, args) => {
+    const handle = args.callback as FunctionHandle<"mutation">;
+    await ctx.scheduler.runAfter(0, handle, {});
+  },
+});
+```
+
+## Deriving validators from schema
+
+Instead of manually repeating field types in return validators, extend the
+schema validator:
+
+```ts
+import { v } from "convex/values";
+import schema from "./schema.js";
+
+const notificationDoc = schema.tables.notifications.validator.extend({
+  _id: v.id("notifications"),
+  _creationTime: v.number(),
+});
+
+export const getLatest = query({
+  args: {},
+  returns: v.nullable(notificationDoc),
+  handler: async (ctx) => {
+    return await ctx.db.query("notifications").order("desc").first();
+  },
+});
+```
+
+## Static configuration with a globals table
+
+A common pattern for component configuration is a single-document "globals"
+table:
+
+```ts
+// schema.ts
+export default defineSchema({
+  globals: defineTable({
+    maxRetries: v.number(),
+    webhookUrl: v.optional(v.string()),
+  }),
+  // ... other tables
+});
+```
+
+```ts
+// lib.ts
+export const configure = mutation({
+  args: { maxRetries: v.number(), webhookUrl: v.optional(v.string()) },
+  returns: v.null(),
+  handler: async (ctx, args) => {
+    const existing = await ctx.db.query("globals").first();
+    if (existing) {
+      await ctx.db.patch(existing._id, args);
+    } else {
+      await ctx.db.insert("globals", args);
+    }
+    return null;
+  },
+});
+```
+
+## Class-based client wrappers
+
+For components with many functions or configuration options, a class-based
+client provides a cleaner API. This pattern is common in published components.
+
+```ts
+// src/client/index.ts
+import type { GenericMutationCtx, GenericDataModel } from "convex/server";
+import type { ComponentApi } from "../component/_generated/component.js";
+
+type MutationCtx = Pick<GenericMutationCtx<GenericDataModel>, "runMutation">;
+
+export class Notifications {
+  constructor(
+    private component: ComponentApi,
+    private options?: { defaultChannel?: string },
+  ) {}
+
+  async send(ctx: MutationCtx, args: { userId: string; message: string }) {
+    return await ctx.runMutation(this.component.lib.send, {
+      ...args,
+      channel: this.options?.defaultChannel ?? "default",
+    });
+  }
+}
+```
+
+```ts
+// App usage
+import { Notifications } from "@convex-dev/notifications";
+import { components } from "./_generated/api";
+
+const notifications = new Notifications(components.notifications, {
+  defaultChannel: "alerts",
+});
+
+export const send = mutation({
+  args: { message: v.string() },
+  handler: async (ctx, args) => {
+    const userId = await getAuthUserId(ctx);
+    await notifications.send(ctx, { userId, message: args.message });
+  },
+});
+```

.agents/skills/convex-create-component/references/hybrid-components.md

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+# Hybrid Convex Components
+
+Read this file only when the user explicitly wants a hybrid setup.
+
+## What This Means
+
+A hybrid component combines a local Convex component with shared library code.
+
+This can help when:
+
+- the user wants a local install but also shared package logic
+- the component needs extension points or override hooks
+- some logic should live in normal TypeScript code outside the component
+  boundary
+
+## Default Advice
+
+Treat hybrid as an advanced option, not the default.
+
+Before choosing it, ask:
+
+- Why is a plain local component not enough?
+- Why is a packaged component not enough?
+- What exactly needs to stay overridable or shared?
+
+If the answer is vague, fall back to local or packaged.
+
+## Risks
+
+- More moving parts
+- Harder upgrades and backwards compatibility
+- Easier to blur the component boundary
+
+## Checklist
+
+- [ ] User explicitly needs hybrid behavior
+- [ ] Local-only and packaged-only options were considered first
+- [ ] The extension points are clearly defined before coding

.agents/skills/convex-create-component/references/local-components.md

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+# Local Convex Components
+
+Read this file when the component should live inside the current app and does
+not need to be published as an npm package.
+
+## When to Choose This
+
+- The user wants the simplest path
+- The component only needs to work in this repo
+- The goal is extracting app logic into a cleaner boundary
+
+## Default Layout
+
+Use this structure unless the repo already has a clear alternative pattern:
+
+```text
+convex/
+  convex.config.ts
+  components/
+    <name>/
+      convex.config.ts
+      schema.ts
+      <feature>.ts
+```
+
+## Workflow Notes
+
+- Define the component with `defineComponent("<name>")`
+- Install it from the app with `defineApp()` and `app.use(...)`
+- Keep auth, env access, public API wrappers, and HTTP route mounting in the app
+- Let the component own isolated tables and reusable backend workflows
+- Add app wrappers if clients need to call into the component
+
+## Checklist
+
+- [ ] Component is inside `convex/components/<name>/`
+- [ ] App installs it with `app.use(...)`
+- [ ] Component owns only its own tables
+- [ ] App wrappers handle client-facing calls when needed

.agents/skills/convex-create-component/references/packaged-components.md

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+# Packaged Convex Components
+
+Read this file when the user wants a reusable npm package or a component shared
+across multiple apps.
+
+## When to Choose This
+
+- The user wants to publish the component
+- The user wants a stable reusable package boundary
+- The component will be shared across multiple apps or teams
+
+## Default Approach
+
+- Prefer starting from `npx create-convex@latest --component` when possible
+- Keep the official authoring docs as the source of truth for package layout and
+  exports
+- Validate the bundled package through an example app, not just the source files
+
+## Build Flow
+
+When building a packaged component, make sure the bundled output exists before
+the example app tries to consume it.
+
+Recommended order:
+
+1. `npx convex codegen --component-dir ./path/to/component`
+2. Run the package build command
+3. Run `npx convex dev --typecheck-components` in the example app
+
+Do not assume normal app codegen is enough for packaged component workflows.
+
+## Package Exports
+
+If publishing to npm, make sure the package exposes the entry points apps need:
+
+- package root for client helpers, types, or classes
+- `./convex.config.js` for installing the component
+- `./_generated/component.js` for the app-facing `ComponentApi` type
+- `./test` for testing helpers when applicable
+
+## Testing
+
+- Use `convex-test` for component logic
+- Register the component schema and modules with the test instance
+- Test app-side wrapper code from an example app that installs the package
+- Export a small helper from `./test` if consumers need easy test registration
+
+## Checklist
+
+- [ ] Packaging is actually required
+- [ ] Build order avoids bundle and codegen races
+- [ ] Package exports include install and typing entry points
+- [ ] Example app exercises the packaged component
+- [ ] Core behavior is covered by tests

.agents/skills/convex-migration-helper/SKILL.md

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+---
+name: convex-migration-helper
+description:
+  Plans Convex schema and data migrations with widen-migrate-narrow and
+  @convex-dev/migrations. Use for breaking schema changes, backfills, table
+  reshaping, or zero-downtime rollouts.
+---
+
+# Convex Migration Helper
+
+Safely migrate Convex schemas and data when making breaking changes.
+
+## When to Use
+
+- Adding new required fields to existing tables
+- Changing field types or structure
+- Splitting or merging tables
+- Renaming or deleting fields
+- Migrating from nested to relational data
+
+## When Not to Use
+
+- Greenfield schema with no existing data in production or dev
+- Adding optional fields that do not need backfilling
+- Adding new tables with no existing data to migrate
+- Adding or removing indexes with no correctness concern
+- Questions about Convex schema design without a migration need
+
+## Key Concepts
+
+### Schema Validation Drives the Workflow
+
+Convex will not let you deploy a schema that does not match the data at rest.
+This is the fundamental constraint that shapes every migration:
+
+- You cannot add a required field if existing documents don't have it
+- You cannot change a field's type if existing documents have the old type
+- You cannot remove a field from the schema if existing documents still have it
+
+This means migrations follow a predictable pattern: **widen the schema, migrate
+the data, narrow the schema**.
+
+### Online Migrations
+
+Convex migrations run online, meaning the app continues serving requests while
+data is updated asynchronously in batches. During the migration window, your
+code must handle both old and new data formats.
+
+### Prefer New Fields Over Changing Types
+
+When changing the shape of data, create a new field rather than modifying an
+existing one. This makes the transition safer and easier to roll back.
+
+### Don't Delete Data
+
+Unless you are certain, prefer deprecating fields over deleting them. Mark the
+field as `v.optional` and add a code comment explaining it is deprecated and why
+it existed.
+
+## Safe Changes (No Migration Needed)
+
+### Adding Optional Field
+
+```typescript
+// Before
+users: defineTable({
+  name: v.string(),
+});
+
+// After - safe, new field is optional
+users: defineTable({
+  name: v.string(),
+  bio: v.optional(v.string()),
+});
+```
+
+### Adding New Table
+
+```typescript
+posts: defineTable({
+  userId: v.id("users"),
+  title: v.string(),
+}).index("by_user", ["userId"]);
+```
+
+### Adding Index
+
+```typescript
+users: defineTable({
+  name: v.string(),
+  email: v.string(),
+}).index("by_email", ["email"]);
+```
+
+## Breaking Changes: The Deployment Workflow
+
+Every breaking migration follows the same multi-deploy pattern:
+
+**Deploy 1 - Widen the schema:**
+
+1. Update schema to allow both old and new formats (e.g., add optional new
+   field)
+2. Update code to handle both formats when reading
+3. Update code to write the new format for new documents
+4. Deploy
+
+**Between deploys - Migrate data:**
+
+5. Run migration to backfill existing documents
+6. Verify all documents are migrated
+
+**Deploy 2 - Narrow the schema:**
+
+7. Update schema to require the new format only
+8. Remove code that handles the old format
+9. Deploy
+
+## Using the Migrations Component
+
+For any non-trivial migration, use the
+[`@convex-dev/migrations`](https://www.convex.dev/components/migrations)
+component. It handles batching, cursor-based pagination, state tracking, resume
+from failure, dry runs, and progress monitoring.
+
+See `references/migrations-component.md` for installation, setup, defining and
+running migrations directly with `npx convex run migrations:myMigration`, dry
+runs, status monitoring, and configuration options.
+
+## Common Migration Patterns
+
+See `references/migration-patterns.md` for complete patterns with code examples
+covering:
+
+- Adding a required field
+- Deleting a field
+- Changing a field type
+- Splitting nested data into a separate table
+- Cleaning up orphaned documents
+- Zero-downtime strategies (dual write, dual read)
+- Small table shortcut (single internalMutation without the component)
+- Verifying a migration is complete
+
+## Common Pitfalls
+
+1. **Making a field required before migrating data**: Convex rejects the deploy
+   because existing documents lack the field. Always widen the schema first.
+2. **Using `.collect()` on large tables**: Hits transaction limits or causes
+   timeouts. Use the migrations component for proper batched pagination.
+   `.collect()` is only safe for tables you know are small.
+3. **Not writing the new format before migrating**: Documents created during the
+   migration window will be missed, leaving unmigrated data after the migration
+   "completes."
+4. **Skipping the dry run**: Use `dryRun: true` to validate migration logic
+   before committing changes to production data. Catches bugs before they touch
+   real documents.
+5. **Deleting fields prematurely**: Prefer deprecating with `v.optional` and a
+   comment. Only delete after you are confident the data is no longer needed and
+   no code references it.
+6. **Using crons for migration batches**: The migrations component handles
+   batching via recursive scheduling internally. Crons require manual cleanup
+   and an extra deploy to remove.
+
+## Migration Checklist
+
+- [ ] Identify the breaking change and plan the multi-deploy workflow
+- [ ] Update schema to allow both old and new formats
+- [ ] Update code to handle both formats when reading
+- [ ] Update code to write the new format for new documents
+- [ ] Deploy widened schema and updated code
+- [ ] Define migration using the `@convex-dev/migrations` component
+- [ ] Test with `npx convex run migrations:myMigration '{"dryRun": true}'`
+- [ ] Run migration directly with `npx convex run migrations:myMigration` and
+      monitor status
+- [ ] Verify all documents are migrated
+- [ ] Update schema to require new format only
+- [ ] Clean up code that handled old format
+- [ ] Deploy final schema and code
+- [ ] Remove migration code once confirmed stable

.agents/skills/convex-migration-helper/agents/openai.yaml

@@ -0,0 +1,13 @@
+interface:
+  display_name: "Convex Migration Helper"
+  short_description: "Plan and run safe Convex schema and data migrations."
+  icon_small: "./assets/icon.svg"
+  icon_large: "./assets/icon.svg"
+  brand_color: "#8B5CF6"
+  default_prompt:
+    "Help me plan and execute this Convex migration safely. Start by identifying
+    the schema change, the existing data shape, and the widen-migrate-narrow
+    path before making edits."
+
+policy:
+  allow_implicit_invocation: true

.agents/skills/convex-migration-helper/assets/icon.svg

@@ -0,0 +1,3 @@
+<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" aria-hidden="true" data-slot="icon">
+  <path stroke-linecap="round" stroke-linejoin="round" d="M16.023 9.348h4.992v-.001M2.985 19.644v-4.992m0 0h4.992m-4.993 0 3.181 3.183a8.25 8.25 0 0 0 13.803-3.7M4.031 9.865a8.25 8.25 0 0 1 13.803-3.7l3.181 3.182m0-4.991v4.99"/>
+</svg>

.agents/skills/convex-migration-helper/references/migration-patterns.md

@@ -0,0 +1,243 @@
+# Migration Patterns Reference
+
+Common migration patterns, zero-downtime strategies, and verification techniques
+for Convex schema and data migrations.
+
+## Adding a Required Field
+
+```typescript
+// Deploy 1: Schema allows both states
+users: defineTable({
+  name: v.string(),
+  role: v.optional(v.union(v.literal("user"), v.literal("admin"))),
+});
+
+// Migration: backfill the field
+export const addDefaultRole = migrations.define({
+  table: "users",
+  migrateOne: async (ctx, user) => {
+    if (user.role === undefined) {
+      await ctx.db.patch(user._id, { role: "user" });
+    }
+  },
+});
+
+// Deploy 2: After migration completes, make it required
+users: defineTable({
+  name: v.string(),
+  role: v.union(v.literal("user"), v.literal("admin")),
+});
+```
+
+## Deleting a Field
+
+Mark the field optional first, migrate data to remove it, then remove from
+schema:
+
+```typescript
+// Deploy 1: Make optional
+// isPro: v.boolean()  -->  isPro: v.optional(v.boolean())
+
+// Migration
+export const removeIsPro = migrations.define({
+  table: "teams",
+  migrateOne: async (ctx, team) => {
+    if (team.isPro !== undefined) {
+      await ctx.db.patch(team._id, { isPro: undefined });
+    }
+  },
+});
+
+// Deploy 2: Remove isPro from schema entirely
+```
+
+## Changing a Field Type
+
+Prefer creating a new field. You can combine adding and deleting in one
+migration:
+
+```typescript
+// Deploy 1: Add new field, keep old field optional
+// isPro: v.boolean()  -->  isPro: v.optional(v.boolean()), plan: v.optional(...)
+
+// Migration: convert old field to new field
+export const convertToEnum = migrations.define({
+  table: "teams",
+  migrateOne: async (ctx, team) => {
+    if (team.plan === undefined) {
+      await ctx.db.patch(team._id, {
+        plan: team.isPro ? "pro" : "basic",
+        isPro: undefined,
+      });
+    }
+  },
+});
+
+// Deploy 2: Remove isPro from schema, make plan required
+```
+
+## Splitting Nested Data Into a Separate Table
+
+```typescript
+export const extractPreferences = migrations.define({
+  table: "users",
+  migrateOne: async (ctx, user) => {
+    if (user.preferences === undefined) return;
+
+    const existing = await ctx.db
+      .query("userPreferences")
+      .withIndex("by_user", (q) => q.eq("userId", user._id))
+      .first();
+
+    if (!existing) {
+      await ctx.db.insert("userPreferences", {
+        userId: user._id,
+        ...user.preferences,
+      });
+    }
+
+    await ctx.db.patch(user._id, { preferences: undefined });
+  },
+});
+```
+
+Make sure your code is already writing to the new `userPreferences` table for
+new users before running this migration, so you don't miss documents created
+during the migration window.
+
+## Cleaning Up Orphaned Documents
+
+```typescript
+export const deleteOrphanedEmbeddings = migrations.define({
+  table: "embeddings",
+  migrateOne: async (ctx, doc) => {
+    const chunk = await ctx.db
+      .query("chunks")
+      .withIndex("by_embedding", (q) => q.eq("embeddingId", doc._id))
+      .first();
+
+    if (!chunk) {
+      await ctx.db.delete(doc._id);
+    }
+  },
+});
+```
+
+## Zero-Downtime Strategies
+
+During the migration window, your app must handle both old and new data formats.
+There are two main strategies.
+
+### Dual Write (Preferred)
+
+Write to both old and new structures. Read from the old structure until
+migration is complete.
+
+1. Deploy code that writes both formats, reads old format
+2. Run migration on existing data
+3. Deploy code that reads new format, still writes both
+4. Deploy code that only reads and writes new format
+
+This is preferred because you can safely roll back at any point, the old format
+is always up to date.
+
+```typescript
+// Bad: only writing to new structure before migration is done
+export const createTeam = mutation({
+  args: { name: v.string(), isPro: v.boolean() },
+  handler: async (ctx, args) => {
+    await ctx.db.insert("teams", {
+      name: args.name,
+      plan: args.isPro ? "pro" : "basic",
+    });
+  },
+});
+
+// Good: writing to both structures during migration
+export const createTeam = mutation({
+  args: { name: v.string(), isPro: v.boolean() },
+  handler: async (ctx, args) => {
+    const plan = args.isPro ? "pro" : "basic";
+    await ctx.db.insert("teams", {
+      name: args.name,
+      isPro: args.isPro,
+      plan,
+    });
+  },
+});
+```
+
+### Dual Read
+
+Read both formats. Write only the new format.
+
+1. Deploy code that reads both formats (preferring new), writes only new format
+2. Run migration on existing data
+3. Deploy code that reads and writes only new format
+
+This avoids duplicating writes, which is useful when having two copies of data
+could cause inconsistencies. The downside is that rolling back to before step 1
+is harder, since new documents only have the new format.
+
+```typescript
+// Good: reading both formats, preferring new
+function getTeamPlan(team: Doc<"teams">): "basic" | "pro" {
+  if (team.plan !== undefined) return team.plan;
+  return team.isPro ? "pro" : "basic";
+}
+```
+
+## Small Table Shortcut
+
+For small tables (a few thousand documents at most), you can migrate in a single
+`internalMutation` without the component:
+
+```typescript
+import { internalMutation } from "./_generated/server";
+
+export const backfillSmallTable = internalMutation({
+  handler: async (ctx) => {
+    const docs = await ctx.db.query("smallConfig").collect();
+    for (const doc of docs) {
+      if (doc.newField === undefined) {
+        await ctx.db.patch(doc._id, { newField: "default" });
+      }
+    }
+  },
+});
+```
+
+```bash
+npx convex run migrations:backfillSmallTable
+```
+
+Only use `.collect()` when you are certain the table is small. For anything
+larger, use the migrations component.
+
+## Verifying a Migration
+
+Query to check remaining unmigrated documents:
+
+```typescript
+import { query } from "./_generated/server";
+
+export const verifyMigration = query({
+  handler: async (ctx) => {
+    const remaining = await ctx.db
+      .query("users")
+      .filter((q) => q.eq(q.field("role"), undefined))
+      .take(10);
+
+    return {
+      complete: remaining.length === 0,
+      sampleRemaining: remaining.map((u) => u._id),
+    };
+  },
+});
+```
+
+Or use the component's built-in status monitoring:
+
+```bash
+npx convex run --component migrations lib:getStatus --watch
+```

.agents/skills/convex-migration-helper/references/migrations-component.md

@@ -0,0 +1,219 @@
+# Migrations Component Reference
+
+Complete guide to the
+[`@convex-dev/migrations`](https://www.convex.dev/components/migrations)
+component for batched, resumable Convex data migrations.
+
+## Installation
+
+```bash
+npm install @convex-dev/migrations
+```
+
+## Setup
+
+```typescript
+// convex/convex.config.ts
+import { defineApp } from "convex/server";
+import migrations from "@convex-dev/migrations/convex.config.js";
+
+const app = defineApp();
+app.use(migrations);
+export default app;
+```
+
+```typescript
+// convex/migrations.ts
+import { Migrations } from "@convex-dev/migrations";
+import { components } from "./_generated/api.js";
+import { DataModel } from "./_generated/dataModel.js";
+
+export const migrations = new Migrations<DataModel>(components.migrations);
+```
+
+The `DataModel` type parameter is optional but provides type safety for
+migration definitions.
+
+## Define a Migration
+
+The `migrateOne` function processes a single document. The component handles
+batching and pagination automatically.
+
+```typescript
+// convex/migrations.ts
+export const addDefaultRole = migrations.define({
+  table: "users",
+  migrateOne: async (ctx, user) => {
+    if (user.role === undefined) {
+      await ctx.db.patch(user._id, { role: "user" });
+    }
+  },
+});
+```
+
+Shorthand: if you return an object, it is applied as a patch automatically.
+
+```typescript
+export const clearDeprecatedField = migrations.define({
+  table: "users",
+  migrateOne: () => ({ legacyField: undefined }),
+});
+```
+
+## Run a Migration
+
+From the CLI:
+
+```bash
+npx convex run migrations:addDefaultRole
+
+# Pass --prod to run in production.
+npx convex run migrations:addDefaultRole --prod
+```
+
+The migration exported by `migrations.define` is directly callable from the CLI
+or dashboard. You do not need a separate one-off runner for normal single
+migrations.
+
+If you want a general-purpose runner that accepts a migration name, define one:
+
+```typescript
+export const run = migrations.runner();
+```
+
+Then call it with the full function name:
+
+```bash
+npx convex run migrations:run '{"fn": "migrations:addDefaultRole"}'
+```
+
+Programmatically from another Convex function:
+
+```typescript
+await migrations.runOne(ctx, internal.migrations.addDefaultRole);
+```
+
+## Run Multiple Migrations in Order
+
+For a short ad hoc series, pass `next` when starting the first migration:
+
+```bash
+npx convex run migrations:addDefaultRole '{"next":["migrations:clearDeprecatedField","migrations:normalizeEmails"]}'
+```
+
+For a reusable series, define a runner:
+
+```typescript
+export const runAll = migrations.runner([
+  internal.migrations.addDefaultRole,
+  internal.migrations.clearDeprecatedField,
+  internal.migrations.normalizeEmails,
+]);
+```
+
+```bash
+npx convex run migrations:runAll
+```
+
+If one fails, it stops and will not continue to the next. Call it again to retry
+from where it left off. Completed migrations are skipped automatically.
+
+Programmatically from another Convex function:
+
+```typescript
+await migrations.runSerially(ctx, [
+  internal.migrations.addDefaultRole,
+  internal.migrations.clearDeprecatedField,
+  internal.migrations.normalizeEmails,
+]);
+```
+
+## Dry Run
+
+Test a migration before committing changes:
+
+```bash
+npx convex run migrations:addDefaultRole '{"dryRun": true}'
+```
+
+This runs one batch and then rolls back, so you can see what it would do without
+changing any data.
+
+## Restart a Migration
+
+Pass `reset: true` to restart a migration from the beginning:
+
+```bash
+npx convex run migrations:addDefaultRole '{"reset": true}'
+```
+
+If you specify `next` or run a defined series, `reset: true` resets the cursor
+for all migrations in the group.
+
+## Check Migration Status
+
+```bash
+npx convex run --component migrations lib:getStatus --watch
+```
+
+## Cancel a Running Migration
+
+```bash
+npx convex run --component migrations lib:cancel '{"name": "migrations:addDefaultRole"}'
+```
+
+Or programmatically:
+
+```typescript
+await migrations.cancel(ctx, internal.migrations.addDefaultRole);
+```
+
+## Run Migrations on Deploy
+
+Chain migration execution after deploying:
+
+```bash
+npx convex deploy --cmd 'npm run build' && npx convex run migrations:runAll --prod
+```
+
+## Configuration Options
+
+### Custom Batch Size
+
+If documents are large or the table has heavy write traffic, reduce the batch
+size to avoid transaction limits or OCC conflicts:
+
+```typescript
+export const migrateHeavyTable = migrations.define({
+  table: "largeDocuments",
+  batchSize: 10,
+  migrateOne: async (ctx, doc) => {
+    // migration logic
+  },
+});
+```
+
+### Migrate a Subset Using an Index
+
+Process only matching documents instead of the full table:
+
+```typescript
+export const fixEmptyNames = migrations.define({
+  table: "users",
+  customRange: (query) => query.withIndex("by_name", (q) => q.eq("name", "")),
+  migrateOne: () => ({ name: "<unknown>" }),
+});
+```
+
+### Parallelize Within a Batch
+
+By default each document in a batch is processed serially. Enable parallel
+processing if your migration logic does not depend on ordering:
+
+```typescript
+export const clearField = migrations.define({
+  table: "myTable",
+  parallelize: true,
+  migrateOne: () => ({ optionalField: undefined }),
+});
+```

.agents/skills/convex-performance-audit/SKILL.md

@@ -0,0 +1,185 @@
+---
+name: convex-performance-audit
+description:
+  Audits Convex performance for reads, subscriptions, write contention, and
+  function limits. Use for slow features, insights findings, OCC conflicts, or
+  read amplification.
+---
+
+# Convex Performance Audit
+
+Diagnose and fix performance problems in Convex applications, one problem class
+at a time.
+
+## When to Use
+
+- A Convex page or feature feels slow or expensive
+- `npx convex insights --details` reports high bytes read, documents read, or
+  OCC conflicts
+- Low-freshness read paths are using reactivity where point-in-time reads would
+  do
+- OCC conflict errors or excessive mutation retries
+- High subscription count or slow UI updates
+- Functions approaching execution or transaction limits
+- The same performance pattern needs fixing across sibling functions
+
+## When Not to Use
+
+- Initial Convex setup, auth setup, or component extraction
+- Pure schema migrations with no performance goal
+- One-off micro-optimizations without a user-visible or deployment-visible
+  problem
+
+## Guardrails
+
+- Prefer simpler code when scale is small, traffic is modest, or the available
+  signals are weak
+- Do not recommend digest tables, document splitting, fetch-strategy changes, or
+  migration-heavy rollouts unless there is a measured signal, a clearly
+  unbounded path, or a known hot read/write path
+- In Convex, a simple scan on a small table is often acceptable. Do not invent
+  structural work just because a pattern is not ideal at large scale
+
+## First Step: Gather Signals
+
+Start with the strongest signal available:
+
+1. If deployment Health insights are already available from the user or the
+   current context, treat them as a first-class source of performance signals.
+2. If CLI insights are available, run `npx convex insights --details`. Use
+   `--prod`, `--preview-name`, or `--deployment-name` when needed.
+   - If the local repo's Convex CLI is too old to support `insights`, try
+     `npx -y convex@latest insights --details` before giving up.
+3. If the repo already uses `convex-doctor`, you may treat its findings as
+   hints. Do not require it, and do not treat it as the source of truth.
+4. If runtime signals are unavailable, audit from code anyway, but keep the
+   guardrails above in mind. Lack of insights is not proof of health, but it is
+   also not proof that a large refactor is warranted.
+
+## Signal Routing
+
+After gathering signals, identify the problem class and read the matching
+reference file.
+
+| Signal                                                         | Reference                                 |
+| -------------------------------------------------------------- | ----------------------------------------- |
+| High bytes or documents read, JS filtering, unnecessary joins  | `references/hot-path-rules.md`            |
+| OCC conflict errors, write contention, mutation retries        | `references/occ-conflicts.md`             |
+| High subscription count, slow UI updates, excessive re-renders | `references/subscription-cost.md`         |
+| Function timeouts, transaction size errors, large payloads     | `references/function-budget.md`           |
+| General "it's slow" with no specific signal                    | Start with `references/hot-path-rules.md` |
+
+Multiple problem classes can overlap. Read the most relevant reference first,
+then check the others if symptoms remain.
+
+## Escalate Larger Fixes
+
+If the likely fix is invasive, cross-cutting, or migration-heavy, stop and
+present options before editing.
+
+Examples:
+
+- introducing digest or summary tables across multiple flows
+- splitting documents to isolate frequently-updated fields
+- reworking pagination or fetch strategy across several screens
+- switching to a new index or denormalized field that needs migration-safe
+  rollout
+
+When correctness depends on handling old and new states during a rollout,
+consult `skills/convex-migration-helper/SKILL.md` for the migration workflow.
+
+## Workflow
+
+### 1. Scope the problem
+
+Pick one concrete user flow from the actual project. Look at the codebase,
+client pages, and API surface to find the flow that matches the symptom.
+
+Write down:
+
+- entrypoint functions
+- client callsites using `useQuery`, `usePaginatedQuery`, or `useMutation`
+- tables read
+- tables written
+- whether the path is high-read, high-write, or both
+
+### 2. Trace the full read and write set
+
+For each function in the path:
+
+1. Trace every `ctx.db.get()` and `ctx.db.query()`
+2. Trace every `ctx.db.patch()`, `ctx.db.replace()`, and `ctx.db.insert()`
+3. Note foreign-key lookups, JS-side filtering, and full-document reads
+4. Identify all sibling functions touching the same tables
+5. Identify reactive stats, aggregates, or widgets rendered on the same page
+
+In Convex, every extra read increases transaction work, and every write can
+invalidate reactive subscribers. Treat read amplification and invalidation
+amplification as first-class problems.
+
+### 3. Apply fixes from the relevant reference
+
+Read the reference file matching your problem class. Each reference includes
+specific patterns, code examples, and a recommended fix order.
+
+Do not stop at the single function named by an insight. Trace sibling readers
+and writers touching the same tables.
+
+### 4. Fix sibling functions together
+
+When one function touching a table has a performance bug, audit sibling
+functions for the same pattern.
+
+After finding one problem, inspect both sibling readers and sibling writers for
+the same table family, including companion digest or summary tables.
+
+Examples:
+
+- If one list query switches from full docs to a digest table, inspect the other
+  list queries for that table
+- If one mutation isolates a frequently-updated field or splits a hot document,
+  inspect the other writers to the same table
+- If one read path needs a migration-safe rollout for an unbackfilled field,
+  inspect sibling reads for the same rollout risk
+
+Do not leave one path fixed and another path on the old pattern unless there is
+a clear product reason.
+
+### 5. Verify before finishing
+
+Confirm all of these:
+
+1. Results are the same as before, no dropped records
+2. Eliminated reads or writes are no longer in the path where expected
+3. Fallback behavior works when denormalized or indexed fields are missing
+4. Frequently-updated fields are isolated from widely-read documents where
+   needed
+5. Every relevant sibling reader and writer was inspected, not just the original
+   function
+
+## Reference Files
+
+- `references/hot-path-rules.md` - Read amplification, invalidation,
+  denormalization, indexes, digest tables
+- `references/occ-conflicts.md` - Write contention, OCC resolution, hot document
+  splitting
+- `references/subscription-cost.md` - Reactive query cost, subscription
+  granularity, point-in-time reads
+- `references/function-budget.md` - Execution limits, transaction size, large
+  documents, payload size
+
+Also check the official
+[Convex Best Practices](https://docs.convex.dev/understanding/best-practices/)
+page for additional patterns covering argument validation, access control, and
+code organization that may surface during the audit.
+
+## Checklist
+
+- [ ] Gathered signals from insights, dashboard, or code audit
+- [ ] Identified the problem class and read the matching reference
+- [ ] Scoped one concrete user flow or function path
+- [ ] Traced every read and write in that path
+- [ ] Identified sibling functions touching the same tables
+- [ ] Applied fixes from the reference, following the recommended fix order
+- [ ] Fixed sibling functions consistently
+- [ ] Verified behavior and confirmed no regressions

.agents/skills/convex-performance-audit/agents/openai.yaml

@@ -0,0 +1,14 @@
+interface:
+  display_name: "Convex Performance Audit"
+  short_description:
+    "Audit slow Convex reads, subscriptions, OCC conflicts, and limits."
+  icon_small: "./assets/icon.svg"
+  icon_large: "./assets/icon.svg"
+  brand_color: "#EF4444"
+  default_prompt:
+    "Audit this Convex app for performance issues. Start with the strongest
+    signal available, identify the problem class, and suggest the smallest
+    high-impact fix before proposing bigger structural changes."
+
+policy:
+  allow_implicit_invocation: true

.agents/skills/convex-performance-audit/assets/icon.svg

@@ -0,0 +1,3 @@
+<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" aria-hidden="true" data-slot="icon">
+  <path stroke-linecap="round" stroke-linejoin="round" d="M8.25 3v1.5M4.5 8.25H3m18 0h-1.5M4.5 12H3m18 0h-1.5m-15 3.75H3m18 0h-1.5M8.25 19.5V21M12 3v1.5m0 15V21m3.75-18v1.5m0 15V21m-9-1.5h10.5a2.25 2.25 0 0 0 2.25-2.25V6.75a2.25 2.25 0 0 0-2.25-2.25H6.75A2.25 2.25 0 0 0 4.5 6.75v10.5a2.25 2.25 0 0 0 2.25 2.25Zm.75-12h9v9h-9v-9Z"/>
+</svg>

.agents/skills/convex-performance-audit/references/function-budget.md

@@ -0,0 +1,254 @@
+# Function Budget
+
+Use these rules when functions are hitting execution limits, transaction size
+errors, or returning excessively large payloads to the client.
+
+## Core Principle
+
+Convex functions run inside transactions with budgets for time, reads, and
+writes. Staying well within these limits is not just about avoiding errors, it
+reduces latency and contention.
+
+## Limits to Know
+
+These are the current values from the
+[Convex limits docs](https://docs.convex.dev/production/state/limits). Check
+that page for the latest numbers.
+
+| Resource                          | Limit                                                 |
+| --------------------------------- | ----------------------------------------------------- |
+| Query/mutation execution time     | 1 second (user code only, excludes DB operations)     |
+| Action execution time             | 10 minutes                                            |
+| Data read per transaction         | 16 MiB                                                |
+| Data written per transaction      | 16 MiB                                                |
+| Documents scanned per transaction | 32,000 (includes documents filtered out by `.filter`) |
+| Index ranges read per transaction | 4,096 (each `db.get` and `db.query` call)             |
+| Documents written per transaction | 16,000                                                |
+| Individual document size          | 1 MiB                                                 |
+| Function return value size        | 16 MiB                                                |
+
+## Symptoms
+
+- "Function execution took too long" errors
+- "Transaction too large" or read/write set size errors
+- Slow queries that read many documents
+- Client receiving large payloads that slow down page load
+- `npx convex insights --details` showing high bytes read
+
+## Common Causes
+
+### Unbounded collection
+
+A query that calls `.collect()` on a table without a reasonable limit. As the
+table grows, the query reads more and more documents.
+
+### Large document reads on hot paths
+
+Reading documents with large fields (rich text, embedded media references, long
+arrays) when only a small subset of the data is needed for the current view.
+
+### Mutation doing too much work
+
+A single mutation that updates hundreds of documents, backfills data, or
+rebuilds derived state in one transaction.
+
+### Returning too much data to the client
+
+A query returning full documents when the client only needs a few fields.
+
+## Fix Order
+
+### 1. Bound your reads
+
+Never `.collect()` without a limit on a table that can grow unbounded.
+
+```ts
+// Bad: unbounded read, breaks as the table grows
+const messages = await ctx.db.query("messages").collect();
+```
+
+```ts
+// Good: paginate or limit
+const messages = await ctx.db
+  .query("messages")
+  .withIndex("by_channel", (q) => q.eq("channelId", channelId))
+  .order("desc")
+  .take(50);
+```
+
+### 2. Read smaller shapes
+
+If the list page only needs title, author, and date, do not read full documents
+with rich content fields.
+
+Use digest or summary tables for hot list pages. See `hot-path-rules.md` for the
+digest table pattern.
+
+### 3. Break large mutations into batches
+
+If a mutation needs to update hundreds of documents, split it into a
+self-scheduling chain.
+
+```ts
+// Bad: one mutation updating every row
+export const backfillAll = internalMutation({
+  handler: async (ctx) => {
+    const docs = await ctx.db.query("items").collect();
+    for (const doc of docs) {
+      await ctx.db.patch(doc._id, { newField: computeValue(doc) });
+    }
+  },
+});
+```
+
+```ts
+// Good: cursor-based batch processing
+export const backfillBatch = internalMutation({
+  args: { cursor: v.optional(v.string()), batchSize: v.optional(v.number()) },
+  handler: async (ctx, args) => {
+    const batchSize = args.batchSize ?? 100;
+    const result = await ctx.db
+      .query("items")
+      .paginate({ cursor: args.cursor ?? null, numItems: batchSize });
+
+    for (const doc of result.page) {
+      if (doc.newField === undefined) {
+        await ctx.db.patch(doc._id, { newField: computeValue(doc) });
+      }
+    }
+
+    if (!result.isDone) {
+      await ctx.scheduler.runAfter(0, internal.items.backfillBatch, {
+        cursor: result.continueCursor,
+        batchSize,
+      });
+    }
+  },
+});
+```
+
+### 4. Move heavy work to actions
+
+Queries and mutations run inside Convex's transactional runtime with strict
+budgets. If you need to do CPU-intensive computation, call external APIs, or
+process large files, use an action instead.
+
+Actions run outside the transaction and can call mutations to write results
+back.
+
+```ts
+// Bad: heavy computation inside a mutation
+export const processUpload = mutation({
+  handler: async (ctx, args) => {
+    const result = expensiveComputation(args.data);
+    await ctx.db.insert("results", result);
+  },
+});
+```
+
+```ts
+// Good: action for heavy work, mutation for the write
+export const processUpload = action({
+  handler: async (ctx, args) => {
+    const result = expensiveComputation(args.data);
+    await ctx.runMutation(internal.results.store, { result });
+  },
+});
+```
+
+### 5. Trim return values
+
+Only return what the client needs. If a query fetches full documents but the
+component only renders a few fields, map the results before returning.
+
+```ts
+// Bad: returns full documents including large content fields
+export const list = query({
+  handler: async (ctx) => {
+    return await ctx.db.query("articles").take(20);
+  },
+});
+```
+
+```ts
+// Good: project to only the fields the client needs
+export const list = query({
+  handler: async (ctx) => {
+    const articles = await ctx.db.query("articles").take(20);
+    return articles.map((a) => ({
+      _id: a._id,
+      title: a.title,
+      author: a.author,
+      createdAt: a._creationTime,
+    }));
+  },
+});
+```
+
+### 6. Replace `ctx.runQuery` and `ctx.runMutation` with helper functions
+
+Inside queries and mutations, `ctx.runQuery` and `ctx.runMutation` have overhead
+compared to calling a plain TypeScript helper function. They run in the same
+transaction but pay extra per-call cost.
+
+```ts
+// Bad: unnecessary overhead from ctx.runQuery inside a mutation
+export const createProject = mutation({
+  handler: async (ctx, args) => {
+    const user = await ctx.runQuery(api.users.getCurrentUser);
+    await ctx.db.insert("projects", { ...args, ownerId: user._id });
+  },
+});
+```
+
+```ts
+// Good: plain helper function, no extra overhead
+export const createProject = mutation({
+  handler: async (ctx, args) => {
+    const user = await getCurrentUser(ctx);
+    await ctx.db.insert("projects", { ...args, ownerId: user._id });
+  },
+});
+```
+
+Exception: components require `ctx.runQuery`/`ctx.runMutation`. Use them there,
+but prefer helpers everywhere else.
+
+### 7. Avoid unnecessary `runAction` calls
+
+`runAction` from within an action creates a separate function invocation with
+its own memory and CPU budget. The parent action just sits idle waiting. Replace
+with a plain TypeScript function call unless you need a different runtime (e.g.
+calling Node.js code from the Convex runtime).
+
+```ts
+// Bad: runAction overhead for no reason
+export const processItems = action({
+  handler: async (ctx, args) => {
+    for (const item of args.items) {
+      await ctx.runAction(internal.items.processOne, { item });
+    }
+  },
+});
+```
+
+```ts
+// Good: plain function call
+export const processItems = action({
+  handler: async (ctx, args) => {
+    for (const item of args.items) {
+      await processOneItem(ctx, { item });
+    }
+  },
+});
+```
+
+## Verification
+
+1. No function execution or transaction size errors
+2. `npx convex insights --details` shows reduced bytes read
+3. Large mutations are batched and self-scheduling
+4. Client payloads are reasonably sized for the UI they serve
+5. `ctx.runQuery`/`ctx.runMutation` in queries and mutations replaced with
+   helpers where possible
+6. Sibling functions with similar patterns were checked

.agents/skills/convex-performance-audit/references/hot-path-rules.md

@@ -0,0 +1,411 @@
+# Hot Path Rules
+
+Use these rules when the top-level workflow points to read amplification,
+denormalization, index rollout, reactive query cost, or invalidation-heavy
+writes.
+
+## Contents
+
+- Core Principle
+- Consistency Rule
+- 1. Push Filters To Storage (indexes, migration rule, redundant indexes)
+- 2. Minimize Data Sources (denormalization, fallback rule)
+- 3. Minimize Row Size (digest tables)
+- 4. Skip No-Op Writes
+- 5. Match Consistency To Read Patterns (high-read/low-write,
+     high-read/high-write)
+- Convex-Specific Notes (reactive queries, point-in-time reads, triggers,
+  aggregates, backfills)
+- Verification
+
+## Core Principle
+
+Every byte read or written multiplies with concurrency.
+
+Think:
+
+`cost x calls_per_second x 86400`
+
+In Convex, every write can also fan out into reactive invalidation, replication
+work, and downstream sync.
+
+## Consistency Rule
+
+If you fix a hot-path pattern for one function, audit sibling functions touching
+the same tables for the same pattern.
+
+Do this especially for:
+
+- multiple list queries over the same table
+- multiple writers to the same table
+- public browse and search queries over the same records
+- helper functions reused by more than one endpoint
+
+## 1. Push Filters To Storage
+
+Both JavaScript `.filter()` and the Convex query `.filter()` method after a DB
+scan mean you already paid for the read. The Convex `.filter()` method has the
+same performance as filtering in JS, it does not push the predicate to the
+storage layer. Only `.withIndex()` and `.withSearchIndex()` actually reduce the
+documents scanned.
+
+Prefer:
+
+- `withIndex(...)`
+- `.withSearchIndex(...)` for text search
+- narrower tables
+- summary tables
+
+before accepting a scan-plus-filter pattern.
+
+```ts
+// Bad: scans then filters in JavaScript
+export const listOpen = query({
+  args: {},
+  handler: async (ctx) => {
+    const tasks = await ctx.db.query("tasks").collect();
+    return tasks.filter((task) => task.status === "open");
+  },
+});
+```
+
+```ts
+// Also bad: Convex .filter() does not push to storage either
+export const listOpen = query({
+  args: {},
+  handler: async (ctx) => {
+    return await ctx.db
+      .query("tasks")
+      .filter((q) => q.eq(q.field("status"), "open"))
+      .collect();
+  },
+});
+```
+
+```ts
+// Good: use an index so storage does the filtering
+export const listOpen = query({
+  args: {},
+  handler: async (ctx) => {
+    return await ctx.db
+      .query("tasks")
+      .withIndex("by_status", (q) => q.eq("status", "open"))
+      .collect();
+  },
+});
+```
+
+### Migration rule for indexes
+
+New indexes on partially backfilled fields can create correctness bugs during
+rollout.
+
+Important Convex detail:
+
+`undefined !== false`
+
+If an older document is missing a field entirely, it will not match a compound
+index entry that expects `false`.
+
+Do not trust old comments saying a field is "not backfilled" or "already
+backfilled". Verify.
+
+If correctness depends on handling old and new states during rollout, do not
+improvise a partial-backfill workaround in the hot path. Use a migration-safe
+rollout and consult `skills/convex-migration-helper/SKILL.md`.
+
+```ts
+// Bad: optional booleans can miss older rows where the field is undefined
+const projects = await ctx.db
+  .query("projects")
+  .withIndex("by_archived_and_updated", (q) => q.eq("isArchived", false))
+  .order("desc")
+  .take(20);
+```
+
+```ts
+// Good: switch hot-path reads only after the rollout is migration-safe
+// See the migration helper skill for dual-read / backfill / cutover patterns.
+```
+
+### Check for redundant indexes
+
+Indexes like `by_foo` and `by_foo_and_bar` are usually redundant. You only need
+`by_foo_and_bar`, since you can query it with just the `foo` condition and omit
+`bar`. Extra indexes add storage cost and write overhead on every insert, patch,
+and delete.
+
+```ts
+// Bad: two indexes where one would do
+defineTable({ team: v.id("teams"), user: v.id("users") })
+  .index("by_team", ["team"])
+  .index("by_team_and_user", ["team", "user"]);
+```
+
+```ts
+// Good: single compound index serves both query patterns
+defineTable({ team: v.id("teams"), user: v.id("users") }).index(
+  "by_team_and_user",
+  ["team", "user"],
+);
+```
+
+Exception: `.index("by_foo", ["foo"])` is really an index on `foo` +
+`_creationTime`, while `.index("by_foo_and_bar", ["foo", "bar"])` is on `foo` +
+`bar` + `_creationTime`. If you need results sorted by `foo` then
+`_creationTime`, you need the single-field index because the compound one would
+sort by `bar` first.
+
+## 2. Minimize Data Sources
+
+Trace every read.
+
+If a function resolves a foreign key for a tiny display field and a denormalized
+copy already exists, prefer the denormalized field on the hot path.
+
+### When to denormalize
+
+Denormalize when all of these are true:
+
+- the path is hot
+- the joined document is much larger than the field you need
+- many readers are paying that join cost repeatedly
+
+Useful mental model:
+
+`join_cost = rows_per_page x foreign_doc_size x pages_per_second`
+
+Small-table joins are often fine. Large-document joins for tiny fields on hot
+list pages are usually not.
+
+### Fallback rule
+
+Denormalized data is an optimization. Live data is the correctness path.
+
+Rules:
+
+- If the denormalized field is missing or null, fall back to the live read
+- Do not show placeholders instead of falling back
+- In lookup maps, only include fully populated entries
+
+```ts
+// Bad: missing denormalized data becomes a placeholder and blocks correctness
+const ownerName = project.ownerName ?? "Unknown owner";
+```
+
+```ts
+// Good: denormalized data is an optimization, not the only source of truth
+const ownerName =
+  project.ownerName ?? (await ctx.db.get(project.ownerId))?.name ?? null;
+```
+
+Bad lookup map pattern:
+
+```ts
+const ownersById = {
+  [project.ownerId]: { ownerName: null },
+};
+```
+
+That blocks fallback because the map says "I have data" when it does not.
+
+Good lookup map pattern:
+
+```ts
+const ownersById =
+  project.ownerName !== undefined && project.ownerName !== null
+    ? { [project.ownerId]: { ownerName: project.ownerName } }
+    : {};
+```
+
+### No denormalized copy yet
+
+Prefer adding fields to an existing summary, companion, or digest table instead
+of bloating the primary hot-path table.
+
+If introducing the new field or table requires a staged rollout, backfill, or
+old/new-shape handling, use the migration helper skill for the rollout plan.
+
+Rollout order:
+
+1. Update schema
+2. Update write path
+3. Backfill
+4. Switch read path
+
+## 3. Minimize Row Size
+
+Hot list pages should read the smallest document shape that still answers the
+UI.
+
+Prefer summary or digest tables over full source tables when:
+
+- the list page only needs a subset of fields
+- source documents are large
+- the query is high volume
+
+An 800 byte summary row is materially cheaper than a 3 KB full document on a hot
+page.
+
+Digest tables are a tradeoff, not a default:
+
+- Worth it when the path is clearly hot, the source rows are much larger than
+  the UI needs, or many readers are repeatedly paying the same join and payload
+  cost
+- Probably not worth it when an indexed read on the source table is already
+  cheap enough, the table is still small, or the extra write and migration
+  complexity would dominate the benefit
+
+```ts
+// Bad: list page reads source docs, then joins owner data per row
+const projects = await ctx.db
+  .query("projects")
+  .withIndex("by_public", (q) => q.eq("isPublic", true))
+  .collect();
+```
+
+```ts
+// Good: list page reads the smaller digest shape first
+const projects = await ctx.db
+  .query("projectDigests")
+  .withIndex("by_public_and_updated", (q) => q.eq("isPublic", true))
+  .order("desc")
+  .take(20);
+```
+
+## 4. Isolate Frequently-Updated Fields
+
+Convex already no-ops unchanged writes. The invalidation problem here is real
+writes hitting documents that many queries subscribe to.
+
+Move high-churn fields like `lastSeen`, counters, presence, or ephemeral status
+off widely-read documents when most readers do not need them.
+
+Apply this across sibling writers too. Splitting one write path does not help
+much if three other mutations still update the same widely-read document.
+
+```ts
+// Bad: every presence heartbeat invalidates subscribers to the whole profile
+await ctx.db.patch(user._id, {
+  name: args.name,
+  avatarUrl: args.avatarUrl,
+  lastSeen: Date.now(),
+});
+```
+
+```ts
+// Good: keep profile reads stable, move heartbeat updates to a separate document
+await ctx.db.patch(user._id, {
+  name: args.name,
+  avatarUrl: args.avatarUrl,
+});
+
+await ctx.db.patch(presence._id, {
+  lastSeen: Date.now(),
+});
+```
+
+## 5. Match Consistency To Read Patterns
+
+Choose read strategy based on traffic shape.
+
+### High-read, low-write
+
+Examples:
+
+- public browse pages
+- search results
+- landing pages
+- directory listings
+
+Prefer:
+
+- point-in-time reads where appropriate
+- explicit refresh
+- local state for pagination
+- caching where appropriate
+
+Do not treat subscriptions as automatically wrong here. Prefer point-in-time
+reads only when the product does not need live freshness and the reactive cost
+is material. See `subscription-cost.md` for detailed patterns.
+
+### High-read, high-write
+
+Examples:
+
+- collaborative editors
+- live dashboards
+- presence-heavy views
+
+Reactive queries may be worth the ongoing cost.
+
+## Convex-Specific Notes
+
+### Reactive queries
+
+Every `ctx.db.get()` and `ctx.db.query()` contributes to the invalidation set
+for the query.
+
+On the client:
+
+- `useQuery` creates a live subscription
+- `usePaginatedQuery` creates a live subscription per page
+
+For low-freshness flows, consider a point-in-time read instead of a live
+subscription only when the product does not need updates pushed automatically.
+
+### Point-in-time reads
+
+Framework helpers, server-rendered fetches, or one-shot client reads can avoid
+ongoing subscription cost when live updates are not useful.
+
+Use them for:
+
+- aggregate snapshots
+- reports
+- low-churn listings
+- pages where explicit refresh is fine
+
+### Triggers and fan-out
+
+Triggers fire on every write, including writes that did not materially change
+the document.
+
+When a write exists only to keep derived state in sync:
+
+- diff before patching
+- move expensive non-blocking work to `ctx.scheduler.runAfter` when appropriate
+
+### Aggregates
+
+Reactive global counts invalidate frequently on busy tables.
+
+Prefer:
+
+- one-shot aggregate fetches
+- periodic recomputation
+- precomputed summary rows
+
+for global stats that do not need live updates every second.
+
+### Backfills
+
+For larger backfills, use cursor-based, self-scheduling `internalMutation` jobs
+or the migrations component.
+
+Deploy code that can handle both states before running the backfill.
+
+During the gap:
+
+- writes should populate the new shape
+- reads should fall back safely
+
+## Verification
+
+Before closing the audit, confirm:
+
+1. Same results as before, no dropped records
+2. The removed table or lookup is no longer in the hot-path read set
+3. Tests or validation cover fallback behavior
+4. Migration safety is preserved while fields or indexes are unbackfilled
+5. Sibling functions were fixed consistently

.agents/skills/convex-performance-audit/references/occ-conflicts.md

@@ -0,0 +1,137 @@
+# OCC Conflict Resolution
+
+Use these rules when insights, logs, or dashboard health show OCC (Optimistic
+Concurrency Control) conflicts, mutation retries, or write contention on hot
+tables.
+
+## Core Principle
+
+Convex uses optimistic concurrency control. When two transactions read or write
+overlapping data, one succeeds and the other retries automatically. High
+contention means wasted work and increased latency.
+
+## Symptoms
+
+- OCC conflict errors in deployment logs or health page
+- Mutations retrying multiple times before succeeding
+- User-visible latency spikes on write-heavy pages
+- `npx convex insights --details` showing high conflict rates
+
+## Common Causes
+
+### Hot documents
+
+Multiple mutations writing to the same document concurrently. Classic examples:
+a global counter, a shared settings row, or a "last updated" timestamp on a
+parent record.
+
+### Broad read sets causing false conflicts
+
+A query that scans a large table range creates a broad read set. If any write
+touches that range, the query's transaction conflicts even if the specific
+document the query cared about was not modified.
+
+### Fan-out from triggers or cascading writes
+
+A single user action triggers multiple mutations that all touch related
+documents. Each mutation competes with the others.
+
+Database triggers (e.g. from `convex-helpers`) run inside the same transaction
+as the mutation that caused them. If a trigger does heavy work, reads extra
+tables, or writes to many documents, it extends the transaction's read/write set
+and increases the window for conflicts. Keep trigger logic minimal, or move
+expensive derived work to a scheduled function.
+
+### Write-then-read chains
+
+A mutation writes a document, then a reactive query re-reads it, then another
+mutation writes it again. Under load, these chains stack up.
+
+## Fix Order
+
+### 1. Reduce read set size
+
+Narrower reads mean fewer false conflicts.
+
+```ts
+// Bad: broad scan creates a wide conflict surface
+const allTasks = await ctx.db.query("tasks").collect();
+const mine = allTasks.filter((t) => t.ownerId === userId);
+```
+
+```ts
+// Good: indexed query touches only relevant documents
+const mine = await ctx.db
+  .query("tasks")
+  .withIndex("by_owner", (q) => q.eq("ownerId", userId))
+  .collect();
+```
+
+### 2. Split hot documents
+
+When many writers target the same document, split the contention point.
+
+```ts
+// Bad: every vote increments the same counter document
+const counter = await ctx.db.get(pollCounterId);
+await ctx.db.patch(pollCounterId, { count: counter!.count + 1 });
+```
+
+```ts
+// Good: shard the counter across multiple documents, aggregate on read
+const shardIndex = Math.floor(Math.random() * SHARD_COUNT);
+const shardId = shardIds[shardIndex];
+const shard = await ctx.db.get(shardId);
+await ctx.db.patch(shardId, { count: shard!.count + 1 });
+```
+
+Aggregate the shards in a query or scheduled job when you need the total.
+
+### 3. Move non-critical work to scheduled functions
+
+If a mutation does primary work plus secondary bookkeeping (analytics,
+non-critical notifications, cache warming), the bookkeeping extends the
+transaction's lifetime and read/write set.
+
+```ts
+// Bad: canonical write and derived work happen in the same transaction
+await ctx.db.patch(userId, { name: args.name });
+await ctx.db.insert("userUpdateAnalytics", {
+  userId,
+  kind: "name_changed",
+  name: args.name,
+});
+```
+
+```ts
+// Good: keep the primary write small, defer the analytics work
+await ctx.db.patch(userId, { name: args.name });
+await ctx.scheduler.runAfter(0, internal.users.recordNameChangeAnalytics, {
+  userId,
+  name: args.name,
+});
+```
+
+### 4. Combine competing writes
+
+If two mutations must update the same document atomically, consider whether they
+can be combined into a single mutation call from the client, reducing round
+trips and conflict windows.
+
+Do not introduce artificial locks or queues unless the above steps have been
+tried first.
+
+## Related: Invalidation Scope
+
+Splitting hot documents also reduces subscription invalidation, not just OCC
+contention. If a document is written frequently and read by many queries, those
+queries re-run on every write even when the fields they care about have not
+changed. See `subscription-cost.md` section 4 ("Isolate frequently-updated
+fields") for that pattern.
+
+## Verification
+
+1. OCC conflict rate has dropped in insights or dashboard
+2. Mutation latency is lower and more consistent
+3. No data correctness regressions from splitting or scheduling changes
+4. Sibling writers to the same hot documents were fixed consistently

.agents/skills/convex-performance-audit/references/subscription-cost.md

@@ -0,0 +1,300 @@
+# Subscription Cost
+
+Use these rules when the problem is too many reactive subscriptions, queries
+invalidating too frequently, or React components re-rendering excessively due to
+Convex state changes.
+
+## Core Principle
+
+Every `useQuery` and `usePaginatedQuery` call creates a live subscription. The
+server tracks the query's read set and re-executes the query whenever any
+document in that read set changes. Subscription cost scales with:
+
+`subscriptions x invalidation_frequency x query_cost`
+
+Subscriptions are not inherently bad. Convex reactivity is often the right
+default. The goal is to reduce unnecessary invalidation work, not to eliminate
+subscriptions on principle.
+
+## Symptoms
+
+- Dashboard shows high active subscription count
+- UI feels sluggish or laggy despite fast individual queries
+- React profiling shows frequent re-renders from Convex state
+- Pages with many components each running their own `useQuery`
+- Paginated lists where every loaded page stays subscribed
+
+## Common Causes
+
+### Reactive queries on low-freshness flows
+
+Some user flows are read-heavy and do not need live updates every time the
+underlying data changes. In those cases, ongoing subscriptions may cost more
+than they are worth.
+
+### Overly broad queries
+
+A query that returns a large result set invalidates whenever any document in
+that set changes. The broader the query, the more frequent the invalidation.
+
+### Too many subscriptions per page
+
+A page with 20 list items, each running its own `useQuery` to fetch related
+data, creates 20+ subscriptions per visitor.
+
+### Paginated queries keeping all pages live
+
+`usePaginatedQuery` with `loadMore` keeps every loaded page subscribed. On a
+page where a user has scrolled through 10 pages, all 10 stay reactive.
+
+### Frequently-updated fields on widely-read documents
+
+A document that many queries touch gets a frequently-updated field (like
+`lastSeen`, `lastActiveAt`, or a counter). Every write to that field invalidates
+every subscription that reads the document, even if those subscriptions never
+use the field. This is different from OCC conflicts (see `occ-conflicts.md`),
+which are write-vs-write contention. This is write-vs-subscription: the write
+succeeds fine, but it forces hundreds of queries to re-run for no reason.
+
+## Fix Order
+
+### 1. Use point-in-time reads when live updates are not valuable
+
+Keep `useQuery` and `usePaginatedQuery` by default when the product benefits
+from fresh live data.
+
+Consider a point-in-time read instead when all of these are true:
+
+- the flow is high-read
+- the underlying data changes less often than users need to see
+- explicit refresh, periodic refresh, or a fresh read on navigation is
+  acceptable
+
+Possible implementations depend on environment:
+
+- a server-rendered fetch
+- a framework helper like `fetchQuery`
+- a point-in-time client read such as `ConvexHttpClient.query()`
+
+```ts
+// Reactive by default when fresh live data matters
+function TeamPresence() {
+  const presence = useQuery(api.teams.livePresence, { teamId });
+  return <PresenceList users={presence} />;
+}
+```
+
+```ts
+// Point-in-time read when explicit refresh is acceptable
+import { ConvexHttpClient } from "convex/browser";
+
+const client = new ConvexHttpClient(import.meta.env.VITE_CONVEX_URL);
+
+function SnapshotView() {
+  const [items, setItems] = useState<Item[]>([]);
+
+  useEffect(() => {
+    client.query(api.items.snapshot).then(setItems);
+  }, []);
+
+  return <ItemGrid items={items} />;
+}
+```
+
+Good candidates for point-in-time reads:
+
+- aggregate snapshots
+- reports
+- low-churn listings
+- flows where explicit refresh is already acceptable
+
+Keep reactive for:
+
+- collaborative editing
+- live dashboards
+- presence-heavy views
+- any surface where users expect fresh changes to appear automatically
+
+### 2. Batch related data into fewer queries
+
+Instead of N components each fetching their own related data, fetch it in a
+single query.
+
+```ts
+// Bad: each card fetches its own author
+function ProjectCard({ project }: { project: Project }) {
+  const author = useQuery(api.users.get, { id: project.authorId });
+  return <Card title={project.name} author={author?.name} />;
+}
+```
+
+```ts
+// Good: parent query returns projects with author names included
+function ProjectList() {
+  const projects = useQuery(api.projects.listWithAuthors);
+  return projects?.map((p) => (
+    <Card key={p._id} title={p.name} author={p.authorName} />
+  ));
+}
+```
+
+This can use denormalized fields or server-side joins in the query handler.
+Either way, it is one subscription instead of N.
+
+This is not automatically better. If the combined query becomes much broader and
+invalidates much more often, several narrower subscriptions may be the better
+tradeoff. Optimize for total invalidation cost, not raw subscription count.
+
+### 3. Use skip to avoid unnecessary subscriptions
+
+The `"skip"` value prevents a subscription from being created when the arguments
+are not ready.
+
+```ts
+// Bad: subscribes with undefined args, wastes a subscription slot
+const profile = useQuery(api.users.getProfile, { userId: selectedId! });
+```
+
+```ts
+// Good: skip when there is nothing to fetch
+const profile = useQuery(
+  api.users.getProfile,
+  selectedId ? { userId: selectedId } : "skip",
+);
+```
+
+### 4. Isolate frequently-updated fields into separate documents
+
+If a document is widely read but has a field that changes often, move that field
+to a separate document. Queries that do not need the field will no longer be
+invalidated by its writes.
+
+```ts
+// Bad: lastSeen lives on the user doc, every heartbeat invalidates
+// every query that reads this user
+const users = defineTable({
+  name: v.string(),
+  email: v.string(),
+  lastSeen: v.number(),
+});
+```
+
+```ts
+// Good: lastSeen lives in a separate heartbeat doc
+const users = defineTable({
+  name: v.string(),
+  email: v.string(),
+  heartbeatId: v.id("heartbeats"),
+});
+
+const heartbeats = defineTable({
+  lastSeen: v.number(),
+});
+```
+
+Queries that only need `name` and `email` no longer re-run on every heartbeat.
+Queries that actually need online status fetch the heartbeat document
+explicitly.
+
+For an even further optimization, if you only need a coarse online/offline
+boolean rather than the exact `lastSeen` timestamp, add a separate presence
+document with an `isOnline` flag. Update it immediately when a user comes
+online, and use a cron to batch-mark users offline when their heartbeat goes
+stale. This way the presence query only invalidates when online status actually
+changes, not on every heartbeat.
+
+### 5. Use the aggregate component for counts and sums
+
+Reactive global counts (`SELECT COUNT(*)` equivalent) invalidate on every insert
+or delete to the table. The
+[`@convex-dev/aggregate`](https://www.npmjs.com/package/@convex-dev/aggregate)
+component maintains denormalized COUNT, SUM, and MAX values efficiently so you
+do not need a reactive query scanning the full table.
+
+Use it for leaderboards, totals, "X items" badges, or any stat that would
+otherwise require scanning many rows reactively.
+
+If the aggregate component is not appropriate, prefer point-in-time reads for
+global stats, or precomputed summary rows updated by a cron or trigger, over
+reactive queries that scan large tables.
+
+### 6. Narrow query read sets
+
+Queries that return less data and touch fewer documents invalidate less often.
+
+```ts
+// Bad: returns all fields, invalidates on any field change
+export const list = query({
+  handler: async (ctx) => {
+    return await ctx.db.query("projects").collect();
+  },
+});
+```
+
+```ts
+// Good: use a digest table with only the fields the list needs
+export const listDigests = query({
+  handler: async (ctx) => {
+    return await ctx.db.query("projectDigests").collect();
+  },
+});
+```
+
+Writes to fields not in the digest table do not invalidate the digest query.
+
+### 7. Remove `Date.now()` from queries
+
+Using `Date.now()` inside a query defeats Convex's query cache. The cache is
+invalidated frequently to avoid showing stale time-dependent results, which
+increases database work even when the underlying data has not changed.
+
+```ts
+// Bad: Date.now() defeats query caching and causes frequent re-evaluation
+const releasedPosts = await ctx.db
+  .query("posts")
+  .withIndex("by_released_at", (q) => q.lte("releasedAt", Date.now()))
+  .take(100);
+```
+
+```ts
+// Good: use a boolean field updated by a scheduled function
+const releasedPosts = await ctx.db
+  .query("posts")
+  .withIndex("by_is_released", (q) => q.eq("isReleased", true))
+  .take(100);
+```
+
+If the query must compare against a time value, pass it as an explicit argument
+from the client and round it to a coarse interval (e.g. the most recent minute)
+so requests within that window share the same cache entry.
+
+### 8. Consider pagination strategy
+
+For long lists where users scroll through many pages:
+
+- If the data does not need live updates, use point-in-time fetching with manual
+  "load more"
+- If it does need live updates, accept the subscription cost but limit the
+  number of loaded pages
+- Consider whether older pages can be unloaded as the user scrolls forward
+
+### 9. Separate backend cost from UI churn
+
+If the main problem is loading flash or UI churn when query arguments change,
+stabilizing the reactive UI behavior may be better than replacing reactivity
+altogether.
+
+Treat this as a UX problem first when:
+
+- the underlying query is already reasonably cheap
+- the complaint is flicker, loading flashes, or re-render churn
+- live updates are still desirable once fresh data arrives
+
+## Verification
+
+1. Subscription count in dashboard is lower for the affected pages
+2. UI responsiveness has improved
+3. React profiling shows fewer unnecessary re-renders
+4. Surfaces that do not need live updates are not paying for persistent
+   subscriptions unnecessarily
+5. Sibling pages with similar patterns were updated consistently

.agents/skills/convex-quickstart/SKILL.md

@@ -0,0 +1,451 @@
+---
+name: convex-quickstart
+description:
+  Creates or adds Convex to an app. Use for new Convex projects, npm create
+  convex@latest, frontend setup, env vars, or the first npx convex dev run.
+---
+
+# Convex Quickstart
+
+Set up a working Convex project as fast as possible.
+
+## When to Use
+
+- Starting a brand new project with Convex
+- Adding Convex to an existing React, Next.js, Vue, Svelte, or other app
+- Scaffolding a Convex app for prototyping
+
+## When Not to Use
+
+- The project already has Convex installed and `convex/` exists - just start
+  building
+- You only need to add auth to an existing Convex app - use the
+  `convex-setup-auth` skill
+
+## Workflow
+
+1. Determine the starting point: new project or existing app
+2. If new project, pick a template and scaffold with `npm create convex@latest`
+3. If existing app, install `convex` and wire up the provider
+4. Run `npx convex dev --once` to provision a local anonymous deployment, push
+   the current `convex/` code, typecheck it, and regenerate types — all in one
+   shot, exiting cleanly. The output tells the agent whether the schema and
+   functions are valid.
+5. Ask the user (or, for cloud agents, start in the background) `npm run dev` —
+   Convex templates wire the watcher and the frontend into a single command. If
+   the project has no combined dev script, use `npx convex dev` for the watcher
+   and run the frontend separately.
+6. Verify the setup works
+
+## Path 1: New Project (Recommended)
+
+Use the official scaffolding tool. It creates a complete project with the
+frontend framework, Convex backend, and all config wired together.
+
+### Pick a template
+
+| Template                   | Stack                                     |
+| -------------------------- | ----------------------------------------- |
+| `react-vite-shadcn`        | React + Vite + Tailwind + shadcn/ui       |
+| `nextjs-shadcn`            | Next.js App Router + Tailwind + shadcn/ui |
+| `react-vite-clerk-shadcn`  | React + Vite + Clerk auth + shadcn/ui     |
+| `nextjs-clerk`             | Next.js + Clerk auth                      |
+| `nextjs-convexauth-shadcn` | Next.js + Convex Auth + shadcn/ui         |
+| `nextjs-lucia-shadcn`      | Next.js + Lucia auth + shadcn/ui          |
+| `bare`                     | Convex backend only, no frontend          |
+
+If the user has not specified a preference, default to `react-vite-shadcn` for
+simple apps or `nextjs-shadcn` for apps that need SSR or API routes.
+
+You can also use any GitHub repo as a template:
+
+```bash
+npm create convex@latest my-app -- -t owner/repo
+npm create convex@latest my-app -- -t owner/repo#branch
+```
+
+### Scaffold the project
+
+Always pass the project name and template flag to avoid interactive prompts:
+
+```bash
+npm create convex@latest my-app -- -t react-vite-shadcn
+cd my-app
+npm install
+```
+
+The scaffolding tool creates files but does not run `npm install`, so you must
+run it yourself.
+
+To scaffold in the current directory (if it is empty):
+
+```bash
+npm create convex@latest . -- -t react-vite-shadcn
+npm install
+```
+
+### Provision the deployment and push code
+
+Run this yourself — it is a one-shot command that exits cleanly:
+
+```bash
+npx convex dev --once
+```
+
+In a non-TTY environment (which is true for almost every agent run), this:
+
+- Provisions an _anonymous_ local Convex backend bound to `127.0.0.1`. No
+  browser login, no team/project prompts.
+- Writes `CONVEX_DEPLOYMENT` and the framework's `*_CONVEX_URL` variables to
+  `.env.local`.
+- Generates `convex/_generated/`.
+- Pushes the current `convex/` code to the deployment, **typechecks it**, and
+  **validates the schema**. The agent reads this output to find out if the code
+  it just wrote is broken.
+
+To be explicit (recommended), set `CONVEX_AGENT_MODE=anonymous` so the behavior
+does not depend on TTY detection:
+
+```bash
+CONVEX_AGENT_MODE=anonymous npx convex dev --once
+```
+
+The deployment lives under `~/.convex/` and persists across runs. Re-running
+`convex dev --once` after editing `convex/` files is the agent's main feedback
+loop while the user-launched `npm run dev` is not in use.
+
+If the template's `package.json` defines a `predev` script (Convex Auth
+templates and similar do), `npm run predev` runs `convex init` plus any one-time
+setup (e.g. minting auth keys). Use it _in addition to_ `convex dev --once` when
+present — `predev` handles the one-time setup, `convex dev --once` pushes and
+validates the code.
+
+### Start the dev loop
+
+In most Convex templates, `npm run dev` runs both the Convex watcher and the
+frontend dev server together (typically `convex dev --start 'vite --open'` or
+the Next.js equivalent). That is what the user should run.
+
+```bash
+npm run dev
+```
+
+If the project does not have a combined `dev` script — e.g. the `bare` template,
+or an existing app where you haven't wired the frontend dev server into Convex's
+`--start` flag — the user can run the Convex watcher directly:
+
+```bash
+npx convex dev
+```
+
+`npx convex dev` is the same long-running watcher `npm run dev` invokes under
+the hood; it just doesn't start the frontend. Use it when there is no frontend,
+or when the user prefers to run the frontend in a separate terminal.
+
+Either way, the agent should not invoke the watcher in the foreground because it
+does not exit. Two options:
+
+- **Local development (user is at the keyboard):** ask the user to run
+  `npm run dev` (or `npx convex dev`) in a terminal. The deployment provisioned
+  by `convex dev --once` above is already selected, so the watcher picks up
+  immediately with no prompts.
+- **Cloud or headless agents:** start `npm run dev` (or `npx convex dev`) in the
+  background.
+
+Vite apps serve on `http://localhost:5173`, Next.js on `http://localhost:3000`.
+
+### What you get
+
+After scaffolding, the project structure looks like:
+
+```
+my-app/
+  convex/           # Backend functions and schema
+    _generated/     # Auto-generated types (check this into git)
+    schema.ts       # Database schema (if template includes one)
+  src/              # Frontend code (or app/ for Next.js)
+  package.json
+  .env.local        # CONVEX_URL / VITE_CONVEX_URL / NEXT_PUBLIC_CONVEX_URL
+```
+
+The template already has:
+
+- `ConvexProvider` wired into the app root
+- Correct env var names for the framework
+- Tailwind and shadcn/ui ready (for shadcn templates)
+- Auth provider configured (for auth templates)
+
+Proceed to adding schema, functions, and UI.
+
+## Path 2: Add Convex to an Existing App
+
+Use this when the user already has a frontend project and wants to add Convex as
+the backend.
+
+### Install
+
+```bash
+npm install convex
+```
+
+### Provision and push
+
+Run `npx convex dev --once` yourself to provision a local anonymous deployment,
+write `.env.local`, generate types, push the current `convex/` code, and
+typecheck it. This is one-shot and exits:
+
+```bash
+npx convex dev --once
+```
+
+The output tells you whether the schema and functions are valid — use it as your
+feedback loop while iterating.
+
+Then ask the user to start the watcher (or, for cloud/headless agents, start it
+in the background). You have two options:
+
+- **Wire Convex into `npm run dev`** — change the existing app's `dev` script to
+  `convex dev --start '<existing dev command>'`. That's the standard pattern
+  Convex templates use; the user then runs a single `npm run dev` to start both.
+- **Run them separately** — leave `npm run dev` for the frontend and tell the
+  user to run `npx convex dev` in a second terminal for the Convex watcher.
+
+See "Start the dev loop" above for why the agent should not run the watcher in
+the foreground.
+
+### Wire up the provider
+
+The Convex client must wrap the app at the root. The setup varies by framework.
+
+Create the `ConvexReactClient` at module scope, not inside a component:
+
+```tsx
+// Bad: re-creates the client on every render
+function App() {
+  const convex = new ConvexReactClient(
+    import.meta.env.VITE_CONVEX_URL as string,
+  );
+  return <ConvexProvider client={convex}>...</ConvexProvider>;
+}
+
+// Good: created once at module scope
+const convex = new ConvexReactClient(import.meta.env.VITE_CONVEX_URL as string);
+function App() {
+  return <ConvexProvider client={convex}>...</ConvexProvider>;
+}
+```
+
+#### React (Vite)
+
+```tsx
+// src/main.tsx
+import { StrictMode } from "react";
+import { createRoot } from "react-dom/client";
+import { ConvexProvider, ConvexReactClient } from "convex/react";
+import App from "./App";
+
+const convex = new ConvexReactClient(import.meta.env.VITE_CONVEX_URL as string);
+
+createRoot(document.getElementById("root")!).render(
+  <StrictMode>
+    <ConvexProvider client={convex}>
+      <App />
+    </ConvexProvider>
+  </StrictMode>,
+);
+```
+
+#### Next.js (App Router)
+
+```tsx
+// app/ConvexClientProvider.tsx
+"use client";
+
+import { ConvexProvider, ConvexReactClient } from "convex/react";
+import { ReactNode } from "react";
+
+const convex = new ConvexReactClient(process.env.NEXT_PUBLIC_CONVEX_URL!);
+
+export function ConvexClientProvider({ children }: { children: ReactNode }) {
+  return <ConvexProvider client={convex}>{children}</ConvexProvider>;
+}
+```
+
+```tsx
+// app/layout.tsx
+import { ConvexClientProvider } from "./ConvexClientProvider";
+
+export default function RootLayout({
+  children,
+}: {
+  children: React.ReactNode;
+}) {
+  return (
+    <html lang="en">
+      <body>
+        <ConvexClientProvider>{children}</ConvexClientProvider>
+      </body>
+    </html>
+  );
+}
+```
+
+#### Other frameworks
+
+For Vue, Svelte, React Native, TanStack Start, Remix, and others, follow the
+matching quickstart guide:
+
+- [Vue](https://docs.convex.dev/quickstart/vue)
+- [Svelte](https://docs.convex.dev/quickstart/svelte)
+- [React Native](https://docs.convex.dev/quickstart/react-native)
+- [TanStack Start](https://docs.convex.dev/quickstart/tanstack-start)
+- [Remix](https://docs.convex.dev/quickstart/remix)
+- [Node.js (no frontend)](https://docs.convex.dev/quickstart/nodejs)
+
+### Environment variables
+
+The env var name depends on the framework:
+
+| Framework    | Variable                 |
+| ------------ | ------------------------ |
+| Vite         | `VITE_CONVEX_URL`        |
+| Next.js      | `NEXT_PUBLIC_CONVEX_URL` |
+| Remix        | `CONVEX_URL`             |
+| React Native | `EXPO_PUBLIC_CONVEX_URL` |
+
+`npx convex dev` writes the correct variable to `.env.local` automatically.
+
+## Agent Mode
+
+`CONVEX_AGENT_MODE=anonymous` forces an unauthenticated local backend. It is
+already the implicit default for any non-TTY run of `npx convex init` or
+`npx convex dev`, but set it explicitly so the behavior does not depend on TTY
+detection:
+
+```bash
+CONVEX_AGENT_MODE=anonymous npx convex dev --once
+```
+
+Use it for:
+
+- Any AI coding agent (local or cloud).
+- CI-like setup scripts.
+- Cases where the user is logged in but you do not want to touch their personal
+  dev deployment.
+
+The resulting backend runs on `127.0.0.1` and is not associated with any team or
+project until the user later claims it via `npx convex login` and the
+`npx convex deployment` commands.
+
+## Verify the Setup
+
+After setup, confirm everything is working:
+
+1. `npx convex dev --once` exited without errors (deployment provisioned, code
+   pushed, schema validated, typecheck clean)
+2. The `convex/_generated/` directory exists and has `api.ts` and `server.ts`
+3. `.env.local` contains a `CONVEX_DEPLOYMENT` value and the framework's
+   `*_CONVEX_URL` variable
+4. (If applicable) `npm run dev` (or `npx convex dev` for the watcher alone) is
+   running without errors in another terminal or in the background
+
+## Writing Your First Function
+
+Once the project is set up, create a schema and a query to verify the full loop
+works.
+
+`convex/schema.ts`:
+
+```ts
+import { defineSchema, defineTable } from "convex/server";
+import { v } from "convex/values";
+
+export default defineSchema({
+  tasks: defineTable({
+    text: v.string(),
+    completed: v.boolean(),
+  }),
+});
+```
+
+`convex/tasks.ts`:
+
+```ts
+import { query, mutation } from "./_generated/server";
+import { v } from "convex/values";
+
+export const list = query({
+  args: {},
+  handler: async (ctx) => {
+    return await ctx.db.query("tasks").collect();
+  },
+});
+
+export const create = mutation({
+  args: { text: v.string() },
+  handler: async (ctx, args) => {
+    await ctx.db.insert("tasks", { text: args.text, completed: false });
+  },
+});
+```
+
+Use in a React component (adjust the import path based on your file location
+relative to `convex/`):
+
+```tsx
+import { useQuery, useMutation } from "convex/react";
+import { api } from "../convex/_generated/api";
+
+function Tasks() {
+  const tasks = useQuery(api.tasks.list);
+  const create = useMutation(api.tasks.create);
+
+  return (
+    <div>
+      <button onClick={() => create({ text: "New task" })}>Add</button>
+      {tasks?.map((t) => (
+        <div key={t._id}>{t.text}</div>
+      ))}
+    </div>
+  );
+}
+```
+
+## Development vs Production
+
+Always use `npx convex dev` during development. It runs against your personal
+dev deployment and syncs code on save.
+
+When ready to ship, deploy to production:
+
+```bash
+npx convex deploy
+```
+
+This pushes to the production deployment, which is separate from dev. Do not use
+`deploy` during development.
+
+## Next Steps
+
+- Add authentication: use the `convex-setup-auth` skill
+- Design your schema: see
+  [Schema docs](https://docs.convex.dev/database/schemas)
+- Build components: use the `convex-create-component` skill
+- Plan a migration: use the `convex-migration-helper` skill
+- Add file storage: see
+  [File Storage docs](https://docs.convex.dev/file-storage)
+- Set up cron jobs: see [Scheduling docs](https://docs.convex.dev/scheduling)
+
+## Checklist
+
+- [ ] Determined starting point: new project or existing app
+- [ ] If new project: scaffolded with `npm create convex@latest` using
+      appropriate template
+- [ ] If existing app: installed `convex` and wired up the provider
+- [ ] Agent ran `npx convex dev --once`: deployment provisioned, code pushed,
+      typecheck clean
+- [ ] `npm run dev` (or `npx convex dev` for the watcher alone) is running —
+      user-launched terminal, or background for cloud agents
+- [ ] `convex/_generated/` directory exists with types
+- [ ] `.env.local` has the deployment URL
+- [ ] Verified a basic query/mutation round-trip works

.agents/skills/convex-quickstart/agents/openai.yaml

@@ -0,0 +1,14 @@
+interface:
+  display_name: "Convex Quickstart"
+  short_description:
+    "Start a new Convex app or add Convex to an existing frontend."
+  icon_small: "./assets/icon.svg"
+  icon_large: "./assets/icon.svg"
+  brand_color: "#F97316"
+  default_prompt:
+    "Set up Convex for this project as fast as possible. First decide whether
+    this is a new app or an existing app, then scaffold or integrate Convex and
+    verify the setup works."
+
+policy:
+  allow_implicit_invocation: true

.agents/skills/convex-quickstart/assets/icon.svg

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" aria-hidden="true" data-slot="icon">
+  <path stroke-linecap="round" stroke-linejoin="round" d="M21 12a9 9 0 1 1-18 0 9 9 0 0 1 18 0Z"/>
+  <path stroke-linecap="round" stroke-linejoin="round" d="M15.91 11.672a.375.375 0 0 1 0 .656l-5.603 3.113a.375.375 0 0 1-.557-.328V8.887c0-.286.307-.466.557-.327l5.603 3.112Z"/>
+</svg>

.agents/skills/convex-setup-auth/SKILL.md

@@ -0,0 +1,187 @@
+---
+name: convex-setup-auth
+description:
+  Sets up Convex auth, identity mapping, and access control. Use for login, auth
+  providers, users tables, protected functions, or roles in a Convex app.
+---
+
+# Convex Authentication Setup
+
+Implement secure authentication in Convex with user management and access
+control.
+
+## When to Use
+
+- Setting up authentication for the first time
+- Implementing user management (users table, identity mapping)
+- Creating authentication helper functions
+- Setting up auth providers (Convex Auth, Clerk, WorkOS AuthKit, Auth0, custom
+  JWT)
+
+## When Not to Use
+
+- Auth for a non-Convex backend
+- Pure OAuth/OIDC documentation without a Convex implementation
+- Debugging unrelated bugs that happen to surface near auth code
+- The auth provider is already fully configured and the user only needs a
+  one-line fix
+
+## First Step: Choose the Auth Provider
+
+Convex supports multiple authentication approaches. Do not assume a provider.
+
+Before writing setup code:
+
+1. Ask the user which auth solution they want, unless the repository already
+   makes it obvious
+2. If the repo already uses a provider, continue with that provider unless the
+   user wants to switch
+3. If the user has not chosen a provider and the repo does not make it obvious,
+   ask before proceeding
+
+Common options:
+
+- [Convex Auth](https://docs.convex.dev/auth/convex-auth) - good default when
+  the user wants auth handled directly in Convex
+- [Clerk](https://docs.convex.dev/auth/clerk) - use when the app already uses
+  Clerk or the user wants Clerk's hosted auth features
+- [WorkOS AuthKit](https://docs.convex.dev/auth/authkit/) - use when the app
+  already uses WorkOS or the user wants AuthKit specifically
+- [Auth0](https://docs.convex.dev/auth/auth0) - use when the app already uses
+  Auth0
+- Custom JWT provider - use when integrating an existing auth system not covered
+  above
+
+Look for signals in the repo before asking:
+
+- Dependencies such as `@clerk/*`, `@workos-inc/*`, `@auth0/*`, or Convex Auth
+  packages
+- Existing files such as `convex/auth.config.ts`, auth middleware, provider
+  wrappers, or login components
+- Environment variables that clearly point at a provider
+
+## After Choosing a Provider
+
+Read the provider's official guide and the matching local reference file:
+
+- Convex Auth: [official docs](https://docs.convex.dev/auth/convex-auth), then
+  `references/convex-auth.md`
+- Clerk: [official docs](https://docs.convex.dev/auth/clerk), then
+  `references/clerk.md`
+- WorkOS AuthKit: [official docs](https://docs.convex.dev/auth/authkit/), then
+  `references/workos-authkit.md`
+- Auth0: [official docs](https://docs.convex.dev/auth/auth0), then
+  `references/auth0.md`
+
+The local reference files contain the concrete workflow, expected files and env
+vars, gotchas, and validation checks.
+
+Use those sources for:
+
+- package installation
+- client provider wiring
+- environment variables
+- `convex/auth.config.ts` setup
+- login and logout UI patterns
+- framework-specific setup for React, Vite, or Next.js
+
+For shared auth behavior, use the official Convex docs as the source of truth:
+
+- [Auth in Functions](https://docs.convex.dev/auth/functions-auth) for
+  `ctx.auth.getUserIdentity()`
+- [Storing Users in the Convex Database](https://docs.convex.dev/auth/database-auth)
+  for optional app-level user storage
+- [Authentication](https://docs.convex.dev/auth) for general auth and
+  authorization guidance
+- [Convex Auth Authorization](https://labs.convex.dev/auth/authz) when the
+  provider is Convex Auth
+
+Prefer official docs over recalled steps, because provider CLIs and Convex Auth
+internals change between versions. Inventing setup from memory risks outdated
+patterns. For third-party providers, only add app-level user storage if the app
+actually needs user documents in Convex. Not every app needs a `users` table.
+For Convex Auth, follow the Convex Auth docs and built-in auth tables rather
+than adding a parallel `users` table plus `storeUser` flow, because Convex Auth
+already manages user records internally. After running provider initialization
+commands, verify generated files and complete the post-init wiring steps the
+provider reference calls out. Initialization commands rarely finish the entire
+integration.
+
+## Core Pattern: Protecting Backend Functions
+
+The most common auth task is checking identity in Convex functions.
+
+```ts
+// Bad: trusting a client-provided userId
+export const getMyProfile = query({
+  args: { userId: v.id("users") },
+  handler: async (ctx, args) => {
+    return await ctx.db.get(args.userId);
+  },
+});
+```
+
+```ts
+// Good: verifying identity server-side
+export const getMyProfile = query({
+  args: {},
+  handler: async (ctx) => {
+    const identity = await ctx.auth.getUserIdentity();
+    if (!identity) throw new Error("Not authenticated");
+
+    return await ctx.db
+      .query("users")
+      .withIndex("by_tokenIdentifier", (q) =>
+        q.eq("tokenIdentifier", identity.tokenIdentifier),
+      )
+      .unique();
+  },
+});
+```
+
+## Workflow
+
+1. Determine the provider, either by asking the user or inferring from the repo
+2. Ask whether the user wants local-only setup or production-ready setup now
+3. Read the matching provider reference file
+4. Follow the official provider docs for current setup details
+5. Follow the official Convex docs for shared backend auth behavior, user
+   storage, and authorization patterns
+6. Only add app-level user storage if the docs and app requirements call for it
+7. Add authorization checks for ownership, roles, or team access only where the
+   app needs them
+8. Verify login state, protected queries, environment variables, and production
+   configuration if requested
+
+If the flow blocks on interactive provider or deployment setup, ask the user
+explicitly for the exact human step needed, then continue after they complete
+it. For UI-facing auth flows, offer to validate the real sign-up or sign-in flow
+after setup is done. If the environment has browser automation tools, you can
+use them. If it does not, give the user a short manual validation checklist
+instead.
+
+## Reference Files
+
+### Provider References
+
+- `references/convex-auth.md`
+- `references/clerk.md`
+- `references/workos-authkit.md`
+- `references/auth0.md`
+
+## Checklist
+
+- [ ] Chosen the correct auth provider before writing setup code
+- [ ] Read the relevant provider reference file
+- [ ] Asked whether the user wants local-only setup or production-ready setup
+- [ ] Used the official provider docs for provider-specific wiring
+- [ ] Used the official Convex docs for shared auth behavior and authorization
+      patterns
+- [ ] Only added app-level user storage if the app actually needs it
+- [ ] Did not invent a cross-provider `users` table or `storeUser` flow for
+      Convex Auth
+- [ ] Added authentication checks in protected backend functions
+- [ ] Added authorization checks where the app actually needs them
+- [ ] Clear error messages ("Not authenticated", "Unauthorized")
+- [ ] Client auth provider configured for the chosen provider
+- [ ] If requested, production auth setup is covered too

.agents/skills/convex-setup-auth/agents/openai.yaml

@@ -0,0 +1,14 @@
+interface:
+  display_name: "Convex Setup Auth"
+  short_description:
+    "Set up Convex auth, user identity mapping, and access control."
+  icon_small: "./assets/icon.svg"
+  icon_large: "./assets/icon.svg"
+  brand_color: "#2563EB"
+  default_prompt:
+    "Set up authentication for this Convex app. Figure out the provider first,
+    then wire up the user model, identity mapping, and access control with the
+    smallest solid implementation."
+
+policy:
+  allow_implicit_invocation: true

.agents/skills/convex-setup-auth/assets/icon.svg

@@ -0,0 +1,3 @@
+<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" aria-hidden="true" data-slot="icon">
+  <path stroke-linecap="round" stroke-linejoin="round" d="M16.5 10.5V6.75a4.5 4.5 0 1 0-9 0v3.75m-.75 11.25h10.5a2.25 2.25 0 0 0 2.25-2.25v-6.75a2.25 2.25 0 0 0-2.25-2.25H6.75a2.25 2.25 0 0 0-2.25 2.25v6.75a2.25 2.25 0 0 0 2.25 2.25Z"/>
+</svg>

.agents/skills/convex-setup-auth/references/auth0.md

@@ -0,0 +1,156 @@
+# Auth0
+
+Official docs:
+
+- https://docs.convex.dev/auth/auth0
+- https://auth0.github.io/auth0-cli/
+- https://auth0.github.io/auth0-cli/auth0_apps_create.html
+
+Use this when the app already uses Auth0 or the user wants Auth0 specifically.
+
+## Workflow
+
+1. Confirm the user wants Auth0
+2. Determine the app framework and whether Auth0 is already partly set up
+3. Ask whether the user wants local-only setup or production-ready setup now
+4. Read the official Convex and Auth0 guides before making changes
+5. Ask whether they want the fastest setup path by installing the Auth0 CLI
+6. If they agree, install the Auth0 CLI and do as much of the Auth0 app setup as
+   possible through the CLI
+7. If they do not want the CLI path, use the Auth0 dashboard path instead
+8. Complete the relevant Auth0 frontend quickstart if the app does not already
+   have Auth0 wired up
+9. Configure `convex/auth.config.ts` with the Auth0 domain and client ID
+10. Set environment variables for local and production environments
+11. Wrap the app with `Auth0Provider` and `ConvexProviderWithAuth0`
+12. Gate Convex-backed UI with Convex auth state
+13. Try to verify Convex reports the user as authenticated after Auth0 login
+14. If the refresh-token path fails, stop improvising and send the user back to
+    the official docs
+15. If the user wants production-ready setup, make sure the production Auth0
+    tenant and env vars are also covered
+
+## What To Do
+
+- Read the official Convex and Auth0 guide before writing setup code
+- Prefer the Auth0 CLI path for mechanical setup if the user is willing to
+  install it, but do not present it as a fully validated end-to-end path yet
+- Ask the user directly: "The fastest path is to install the Auth0 CLI so I can
+  do more of this for you. If you want, I can install it and then only ask you
+  to log in when needed. Would you like me to do that?"
+- Make sure the app has already completed the relevant Auth0 quickstart for its
+  frontend
+- Use the official examples for `Auth0Provider` and `ConvexProviderWithAuth0`
+- If the Auth0 login or refresh flow starts failing in a way that is not clearly
+  explained by the docs, say that plainly and fall back to the official docs
+  instead of pretending the flow is validated
+
+## Key Setup Areas
+
+- install the Auth0 SDK for the app's framework
+- configure `convex/auth.config.ts` with the Auth0 domain and client ID
+- set environment variables for local and production environments
+- wrap the app with `Auth0Provider` and `ConvexProviderWithAuth0`
+- use Convex auth state when gating Convex-backed UI
+
+## Files and Env Vars To Expect
+
+- `convex/auth.config.ts`
+- frontend app entry or provider wrapper
+- Auth0 CLI install docs: `https://auth0.github.io/auth0-cli/`
+- Auth0 environment variables commonly include:
+  - `AUTH0_DOMAIN`
+  - `AUTH0_CLIENT_ID`
+  - `VITE_AUTH0_DOMAIN`
+  - `VITE_AUTH0_CLIENT_ID`
+
+## Concrete Steps
+
+1. Start by reading `https://docs.convex.dev/auth/auth0` and the relevant Auth0
+   quickstart for the app's framework
+2. Ask whether the user wants the Auth0 CLI path
+3. If yes, install Auth0 CLI and have the user authenticate it with
+   `auth0 login`
+4. Use `auth0 apps create` with SPA settings, callback URL, logout URL, and web
+   origins if creating a new app
+5. If not using the CLI path, complete the relevant Auth0 frontend quickstart
+   and create the Auth0 app in the dashboard
+6. Get the Auth0 domain and client ID from the CLI output or the Auth0 dashboard
+7. Install the Auth0 SDK for the app's framework
+8. Create or update `convex/auth.config.ts` with the Auth0 domain and client ID
+9. Set frontend and backend environment variables
+10. Wrap the app in `Auth0Provider`
+11. Replace plain `ConvexProvider` wiring with `ConvexProviderWithAuth0`
+12. Run the normal Convex dev or deploy flow after backend config changes
+13. Try the official provider config shown in the Convex docs
+14. If login works but Convex auth or token refresh fails in a way you cannot
+    clearly resolve, stop and tell the user to follow the official docs manually
+    for now
+15. Only claim success if the user can sign in and Convex recognizes the
+    authenticated session
+16. If the user wants production-ready setup, configure the production Auth0
+    tenant values and production environment variables too
+
+## Gotchas
+
+- The Convex docs assume the Auth0 side is already set up, so do not skip the
+  Auth0 quickstart if the app is starting from scratch
+- The Auth0 CLI is often the fastest path for a fresh setup, but it still
+  requires the user to authenticate the CLI to their Auth0 tenant
+- If the user agrees to install the Auth0 CLI, do the mechanical setup yourself
+  instead of bouncing them through the dashboard
+- If login succeeds but Convex still reports unauthenticated, double-check
+  `convex/auth.config.ts` and whether the backend config was synced
+- We were able to automate Auth0 app creation and Convex config wiring, but we
+  did not fully validate the refresh-token path end to end
+- In validation, the documented `useRefreshTokens={true}` and
+  `cacheLocation="localstorage"` setup hit refresh-token failures, so do not
+  present that path as settled
+- If you hit Auth0 errors like `Unknown or invalid refresh token`, do not keep
+  inventing fixes indefinitely, send the user back to the official docs and
+  explain that this path is still under investigation
+- Keep dev and prod tenants separate if the project uses different Auth0
+  environments
+- Do not confuse "Auth0 login works" with "Convex can validate the Auth0 token".
+  Both need to work.
+- If the repo already uses Auth0, preserve existing redirect and tenant
+  configuration unless the user asked to change it.
+- Do not assume the local Auth0 tenant settings match production. Verify the
+  production domain, client ID, and callback URLs separately.
+- For local dev, make sure the Auth0 app settings match the app's real local
+  port for callback URLs, logout URLs, and web origins
+
+## Production
+
+- Ask whether the user wants dev-only setup or production-ready setup
+- If the answer is production-ready, make sure the production Auth0 tenant
+  values, callback URLs, and Convex deployment config are all covered
+- Verify production environment variables and redirect settings before calling
+  the task complete
+- Do not silently write a notes file into the repo by default. If the user wants
+  rollout or handoff docs, create one explicitly.
+
+## Validation
+
+- Verify the user can complete the Auth0 login flow
+- Verify Convex-authenticated UI renders only after Convex auth state is ready
+- Verify protected Convex queries succeed after login
+- Verify `ctx.auth.getUserIdentity()` is non-null in protected backend functions
+- Verify the Auth0 app settings match the real local callback and logout URLs
+  during development
+- If the Auth0 refresh-token path fails, mark the setup as not fully validated
+  and direct the user to the official docs instead of claiming the skill
+  completed successfully
+- If production-ready setup was requested, verify the production Auth0
+  configuration is also covered
+
+## Checklist
+
+- [ ] Confirm the user wants Auth0
+- [ ] Ask whether the user wants local-only setup or production-ready setup
+- [ ] Complete the relevant Auth0 frontend setup
+- [ ] Configure `convex/auth.config.ts`
+- [ ] Set environment variables
+- [ ] Verify Convex authenticated state after login, or explicitly tell the user
+      this path is still under investigation and send them to the official docs
+- [ ] If requested, configure the production deployment too

.agents/skills/convex-setup-auth/references/clerk.md

@@ -0,0 +1,141 @@
+# Clerk
+
+Official docs:
+
+- https://docs.convex.dev/auth/clerk
+- https://clerk.com/docs/guides/development/integrations/databases/convex
+
+Use this when the app already uses Clerk or the user wants Clerk's hosted auth
+features.
+
+## Workflow
+
+1. Confirm the user wants Clerk
+2. Make sure the user has a Clerk account and a Clerk application
+3. Determine the app framework:
+   - React
+   - Next.js
+   - TanStack Start
+4. Ask whether the user wants local-only setup or production-ready setup now
+5. Gather the Clerk keys and the Clerk Frontend API URL
+6. Follow the correct framework section in the official docs
+7. Complete the backend and client wiring
+8. Verify Convex reports the user as authenticated after login
+9. If the user wants production-ready setup, make sure the production Clerk
+   config is also covered
+
+## What To Do
+
+- Read the official Convex and Clerk guide before writing setup code
+- If the user does not already have Clerk set up, send them to
+  `https://dashboard.clerk.com/sign-up` to create an account and
+  `https://dashboard.clerk.com/apps/new` to create an application
+- Send the user to `https://dashboard.clerk.com/apps/setup/convex` if the Convex
+  integration is not already active
+- Match the guide to the app's framework, usually React, Next.js, or TanStack
+  Start
+- Use the official examples for `ConvexProviderWithClerk`, `ClerkProvider`, and
+  `useAuth`
+
+## Key Setup Areas
+
+- install the Clerk SDK for the framework in use
+- configure `convex/auth.config.ts` with the Clerk issuer domain
+- set the required Clerk environment variables
+- wrap the app with `ClerkProvider` and `ConvexProviderWithClerk`
+- use Convex auth-aware UI patterns such as `Authenticated`, `Unauthenticated`,
+  and `AuthLoading`
+
+## Files and Env Vars To Expect
+
+- `convex/auth.config.ts`
+- React or Vite client entry such as `src/main.tsx`
+- Next.js client wrapper for Convex if using App Router
+- Clerk account sign-up page: `https://dashboard.clerk.com/sign-up`
+- Clerk app creation page: `https://dashboard.clerk.com/apps/new`
+- Clerk Convex integration page: `https://dashboard.clerk.com/apps/setup/convex`
+- Clerk API keys page: `https://dashboard.clerk.com/last-active?path=api-keys`
+- Clerk environment variables:
+  - `CLERK_JWT_ISSUER_DOMAIN` for Convex backend validation in the Convex docs
+  - `CLERK_FRONTEND_API_URL` in the Clerk docs
+  - `VITE_CLERK_PUBLISHABLE_KEY` for Vite apps
+  - `NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY` for Next.js apps
+  - `CLERK_SECRET_KEY` for Next.js server-side Clerk setup where required
+
+`CLERK_JWT_ISSUER_DOMAIN` and `CLERK_FRONTEND_API_URL` refer to the same Clerk
+Frontend API URL value. Do not treat them as two different URLs.
+
+## Concrete Steps
+
+1. If needed, create a Clerk account at `https://dashboard.clerk.com/sign-up`
+2. If needed, create a Clerk application at
+   `https://dashboard.clerk.com/apps/new`
+3. Open `https://dashboard.clerk.com/last-active?path=api-keys` and copy the
+   publishable key, plus the secret key for Next.js where needed
+4. Open `https://dashboard.clerk.com/apps/setup/convex`
+5. Activate the Convex integration in Clerk if it is not already active
+6. Copy the Clerk Frontend API URL shown there
+7. Install the Clerk package for the app's framework
+8. Create or update `convex/auth.config.ts` so Convex validates Clerk tokens
+9. Set the publishable key in the frontend environment
+10. Set the issuer domain or Frontend API URL so Convex can validate the JWT
+11. Replace plain `ConvexProvider` wiring with `ConvexProviderWithClerk`
+12. Wrap the app in `ClerkProvider`
+13. Use Convex auth helpers for authenticated rendering
+14. Run the normal Convex dev or deploy flow after updating backend auth config
+15. If the user wants production-ready setup, configure the production Clerk
+    values and production issuer domain too
+
+## Gotchas
+
+- Prefer `useConvexAuth()` over raw Clerk auth state when deciding whether
+  Convex-authenticated UI can render
+- For Next.js, keep server and client boundaries in mind when creating the
+  Convex provider wrapper
+- After changing `convex/auth.config.ts`, run the normal Convex dev or deploy
+  flow so the backend picks up the new config
+- Do not stop at "Clerk login works". The important check is that Convex also
+  sees the session and can authenticate requests.
+- If the repo already uses Clerk, preserve its existing auth flow unless the
+  user asked to change it.
+- Do not assume the same Clerk values work for both dev and production. Check
+  the production issuer domain and publishable key separately.
+- The Convex setup page is where you get the Clerk Frontend API URL for Convex.
+  Keep using the Clerk API keys page for the publishable key and the secret key.
+- If Convex says no auth provider matched the token, first confirm the Clerk
+  Convex integration was activated at
+  `https://dashboard.clerk.com/apps/setup/convex`
+- After activating the Clerk Convex integration, sign out completely and sign
+  back in before retesting. An old Clerk session can keep using a token that
+  Convex rejects.
+
+## Production
+
+- Ask whether the user wants dev-only setup or production-ready setup
+- If the answer is production-ready, make sure production Clerk keys and issuer
+  configuration are included
+- Verify production redirect URLs and any production Clerk domain values before
+  calling the task complete
+- Do not silently write a notes file into the repo by default. If the user wants
+  rollout or handoff docs, create one explicitly.
+
+## Validation
+
+- Verify the user can sign in with Clerk
+- If the Clerk integration was just activated, verify after a full Clerk
+  sign-out and fresh sign-in
+- Verify `useConvexAuth()` reaches the authenticated state after Clerk login
+- Verify protected Convex queries run successfully inside authenticated UI
+- Verify `ctx.auth.getUserIdentity()` is non-null in protected backend functions
+- If production-ready setup was requested, verify the production Clerk
+  configuration is also covered
+
+## Checklist
+
+- [ ] Confirm the user wants Clerk
+- [ ] Ask whether the user wants local-only setup or production-ready setup
+- [ ] Follow the correct framework section in the official guide
+- [ ] Set Clerk environment variables
+- [ ] Configure `convex/auth.config.ts`
+- [ ] Verify Convex authenticated state after login
+- [ ] If requested, configure the production deployment too

.agents/skills/convex-setup-auth/references/convex-auth.md

@@ -0,0 +1,188 @@
+# Convex Auth
+
+Official docs: https://docs.convex.dev/auth/convex-auth Setup guide:
+https://labs.convex.dev/auth/setup
+
+Use this when the user wants auth handled directly in Convex rather than through
+a third-party provider.
+
+## Workflow
+
+1. Confirm the user wants Convex Auth specifically
+2. Determine which sign-in methods the app needs:
+   - magic links or OTPs
+   - OAuth providers
+   - passwords and password reset
+3. Ask whether the user wants local-only setup or production-ready setup now
+4. Read the Convex Auth setup guide before writing code
+5. Make sure the project has a configured Convex deployment:
+   - run `npx convex dev` first if `CONVEX_DEPLOYMENT` is not set
+   - if CLI configuration requires interactive human input, stop and ask the
+     user to complete that step before continuing
+6. Install the auth packages:
+   - `npm install @convex-dev/auth @auth/core@0.37.0`
+7. Run the initialization command:
+   - `npx @convex-dev/auth`
+8. Confirm the initializer created:
+   - `convex/auth.config.ts`
+   - `convex/auth.ts`
+   - `convex/http.ts`
+9. Add the required `authTables` to `convex/schema.ts`
+10. Replace plain `ConvexProvider` wiring with `ConvexAuthProvider`
+11. Configure at least one auth method in `convex/auth.ts`
+12. Run `npx convex dev --once` or the normal dev flow to push the updated
+    schema and generated code
+13. Verify the client can sign in successfully
+14. Verify Convex receives authenticated identity in backend functions
+15. If the user wants production-ready setup, make sure the same auth setup is
+    configured for the production deployment as well
+16. Only add a `users` table and `storeUser` flow if the app needs app-level
+    user records inside Convex
+
+## What This Reference Is For
+
+- choosing Convex Auth as the default provider for a new Convex app
+- understanding whether the app wants magic links, OTPs, OAuth, or passwords
+- keeping the setup provider-specific while using the official Convex Auth docs
+  for identity and authorization behavior
+
+## What To Do
+
+- Read the Convex Auth setup guide before writing setup code
+- Follow the setup flow from the docs rather than recreating it from memory
+- If the app is new, consider starting from the official starter flow instead of
+  hand-wiring everything
+- Treat `npx @convex-dev/auth` as a required initialization step for existing
+  apps, not an optional extra
+
+## Concrete Steps
+
+1. Install `@convex-dev/auth` and `@auth/core@0.37.0`
+2. Run `npx convex dev` if the project does not already have a configured
+   deployment
+3. If `npx convex dev` blocks on interactive setup, ask the user explicitly to
+   finish configuring the Convex deployment
+4. Run `npx @convex-dev/auth`
+5. Confirm the generated auth setup is present before continuing:
+   - `convex/auth.config.ts`
+   - `convex/auth.ts`
+   - `convex/http.ts`
+6. Add `authTables` to `convex/schema.ts`
+7. Replace `ConvexProvider` with `ConvexAuthProvider` in the app entry
+8. Configure the selected auth methods in `convex/auth.ts`
+9. Run `npx convex dev --once` or the normal dev flow so the updated schema and
+   auth files are pushed
+10. Verify login locally
+11. If the user wants production-ready setup, repeat the required auth
+    configuration against the production deployment
+
+## Expected Files and Decisions
+
+- `convex/schema.ts`
+- frontend app entry such as `src/main.tsx` or the framework-equivalent provider
+  file
+- generated Convex Auth setup produced by `npx @convex-dev/auth`
+- an existing configured Convex deployment, or the ability to create one with
+  `npx convex dev`
+- `convex/auth.ts` starts with `providers: []` until the app configures actual
+  sign-in methods
+
+- Decide whether the user is creating a new app or adding auth to an existing
+  app
+- For a new app, prefer the official starter flow instead of rebuilding setup by
+  hand
+- Decide which auth methods the app needs:
+  - magic links or OTPs
+  - OAuth providers
+  - passwords
+- Decide whether the user wants local-only setup or production-ready setup now
+- Decide whether the app actually needs a `users` table inside Convex, or
+  whether provider identity alone is enough
+
+## Gotchas
+
+- Do not assume a specific sign-in method. Ask which methods the app needs
+  before wiring UI and backend behavior.
+- `npx @convex-dev/auth` is important because it initializes the auth setup,
+  including the key material. Do not skip it when adding Convex Auth to an
+  existing project.
+- `npx @convex-dev/auth` will fail if the project does not already have a
+  configured `CONVEX_DEPLOYMENT`.
+- `npx convex dev` may require interactive setup for deployment creation or
+  project selection. If that happens, ask the user explicitly for that human
+  step instead of guessing.
+- `npx @convex-dev/auth` does not finish the whole integration by itself. You
+  still need to add `authTables`, swap in `ConvexAuthProvider`, and configure at
+  least one auth method.
+- A project can still build even if `convex/auth.ts` still has `providers: []`,
+  so do not treat a successful build as proof that sign-in is fully configured.
+- Convex Auth does not mean every app needs a `users` table. If the app only
+  needs authentication gates, `ctx.auth.getUserIdentity()` may be enough.
+- If the app is greenfield, starting from the official starter flow is usually
+  better than partially recreating it by hand.
+- Do not stop at local dev setup if the user expects production-ready auth. The
+  production deployment needs the auth setup too.
+- Keep provider-specific setup and Convex Auth authorization behavior in the
+  official docs instead of inventing shared patterns from memory.
+
+## Production
+
+- Ask whether the user wants dev-only setup or production-ready setup
+- If the answer is production-ready, make sure the auth configuration is applied
+  to the production deployment, not just the dev deployment
+- Verify production-specific redirect URLs, auth method configuration, and
+  deployment settings before calling the task complete
+- Do not silently write a notes file into the repo by default. If the user wants
+  rollout or handoff docs, create one explicitly.
+
+## Human Handoff
+
+If `npx convex dev` or deployment setup requires human input:
+
+- stop and explain exactly what the user needs to do
+- say why that step is required
+- resume the auth setup immediately after the user confirms it is done
+
+## Validation
+
+- Verify the user can complete a sign-in flow
+- Offer to validate sign up, sign out, and sign back in with the configured auth
+  method
+- If browser automation is available in the environment, you can do this
+  directly
+- If browser automation is not available, give the user a short manual
+  validation checklist instead
+- Verify `ctx.auth.getUserIdentity()` returns an identity in protected backend
+  functions
+- Verify protected UI only renders after Convex-authenticated state is ready
+- Verify environment variables and redirect settings match the current app
+  environment
+- Verify `convex/auth.ts` no longer has an empty `providers: []` configuration
+  once the app is meant to support real sign-in
+- Run `npx convex dev --once` or the normal dev flow after setup changes and
+  confirm Convex codegen and push succeed
+- If production-ready setup was requested, verify the production deployment is
+  also configured correctly
+
+## Checklist
+
+- [ ] Confirm the user wants Convex Auth specifically
+- [ ] Ask whether the user wants local-only setup or production-ready setup
+- [ ] Ensure a Convex deployment is configured before running auth
+      initialization
+- [ ] Install `@convex-dev/auth` and `@auth/core@0.37.0`
+- [ ] Run `npx convex dev` first if needed
+- [ ] Run `npx @convex-dev/auth`
+- [ ] Confirm `convex/auth.config.ts`, `convex/auth.ts`, and `convex/http.ts`
+      were created
+- [ ] Follow the setup guide for package install and wiring
+- [ ] Add `authTables` to `convex/schema.ts`
+- [ ] Replace `ConvexProvider` with `ConvexAuthProvider`
+- [ ] Configure at least one auth method in `convex/auth.ts`
+- [ ] Run `npx convex dev --once` or the normal dev flow after setup changes
+- [ ] Confirm which sign-in methods the app needs
+- [ ] Verify the client can sign in and the backend receives authenticated
+      identity
+- [ ] Offer end-to-end validation of sign up, sign out, and sign back in
+- [ ] If requested, configure the production deployment too
+- [ ] Only add extra `users` table sync if the app needs app-level user records

.agents/skills/convex-setup-auth/references/workos-authkit.md

@@ -0,0 +1,147 @@
+# WorkOS AuthKit
+
+Official docs:
+
+- https://docs.convex.dev/auth/authkit/
+- https://docs.convex.dev/auth/authkit/add-to-app
+- https://docs.convex.dev/auth/authkit/auto-provision
+
+Use this when the app already uses WorkOS or the user wants AuthKit
+specifically.
+
+## Workflow
+
+1. Confirm the user wants WorkOS AuthKit
+2. Determine whether they want:
+   - a Convex-managed WorkOS team
+   - an existing WorkOS team
+3. Ask whether the user wants local-only setup or production-ready setup now
+4. Read the official Convex and WorkOS AuthKit guide
+5. Create or update `convex.json` for the app's framework and real local port
+6. Follow the correct branch of the setup flow based on that choice
+7. Configure the required WorkOS environment variables
+8. Configure `convex/auth.config.ts` for WorkOS-issued JWTs
+9. Wire the client provider and callback flow
+10. Verify authenticated requests reach Convex
+11. If the user wants production-ready setup, make sure the production WorkOS
+    configuration is covered too
+12. Only add `storeUser` or a `users` table if the app needs first-class user
+    rows inside Convex
+
+## What To Do
+
+- Read the official Convex and WorkOS AuthKit guide before writing setup code
+- Determine whether the user wants a Convex-managed WorkOS team or an existing
+  WorkOS team
+- Treat `convex.json` as a first-class part of the AuthKit setup, not an
+  optional extra
+- Follow the current setup flow from the docs instead of relying on older
+  examples
+
+## Key Setup Areas
+
+- package installation for the app's framework
+- `convex.json` with the `authKit` section for dev, and preview or prod if
+  needed
+- environment variables such as `WORKOS_CLIENT_ID`, `WORKOS_API_KEY`, and
+  redirect configuration
+- `convex/auth.config.ts` wiring for WorkOS-issued JWTs
+- client provider setup and token flow into Convex
+- login callback and redirect configuration
+
+## Files and Env Vars To Expect
+
+- `convex.json`
+- `convex/auth.config.ts`
+- frontend auth provider wiring
+- callback or redirect route setup where the framework requires it
+- WorkOS environment variables commonly include:
+  - `WORKOS_CLIENT_ID`
+  - `WORKOS_API_KEY`
+  - `WORKOS_COOKIE_PASSWORD`
+  - `VITE_WORKOS_CLIENT_ID`
+  - `VITE_WORKOS_REDIRECT_URI`
+  - `NEXT_PUBLIC_WORKOS_REDIRECT_URI`
+
+For a managed WorkOS team, `convex dev` can provision the AuthKit environment
+and write local env vars such as `VITE_WORKOS_CLIENT_ID` and
+`VITE_WORKOS_REDIRECT_URI` into `.env.local` for Vite apps.
+
+## Concrete Steps
+
+1. Choose Convex-managed or existing WorkOS team
+2. Create or update `convex.json` with the `authKit` section for the framework
+   in use
+3. Make sure the dev `redirectUris`, `appHomepageUrl`, `corsOrigins`, and local
+   redirect env vars match the app's actual local port
+4. For a managed WorkOS team, run `npx convex dev` and follow the interactive
+   onboarding flow
+5. For an existing WorkOS team, get `WORKOS_CLIENT_ID` and `WORKOS_API_KEY` from
+   the WorkOS dashboard and set them with `npx convex env set`
+6. Create or update `convex/auth.config.ts` for WorkOS JWT validation
+7. Run the normal Convex dev or deploy flow so backend config is synced
+8. Wire the WorkOS client provider in the app
+9. Configure callback and redirect handling
+10. Verify the user can sign in and return to the app
+11. Verify Convex sees the authenticated user after login
+12. If the user wants production-ready setup, configure the production client
+    ID, API key, redirect URI, and deployment settings too
+
+## Gotchas
+
+- The docs split setup between Convex-managed and existing WorkOS teams, so ask
+  which path the user wants if it is not obvious
+- Keep dev and prod WorkOS configuration separate where the docs call for
+  different client IDs or API keys
+- Only add `storeUser` or a `users` table if the app needs first-class user rows
+  inside Convex
+- Do not mix dev and prod WorkOS credentials or redirect URIs
+- If the repo already contains WorkOS setup, preserve the current tenant model
+  unless the user wants to change it
+- For managed WorkOS setup, `convex dev` is interactive the first time. In
+  non-interactive terminals, stop and ask the user to complete the onboarding
+  prompts.
+- `convex.json` is not optional for the managed AuthKit flow. It drives redirect
+  URI, homepage URL, CORS configuration, and local env var generation.
+- If the frontend starts on a different port than the one in `convex.json`, the
+  hosted WorkOS sign-in flow will point to the wrong callback URL. Update
+  `convex.json`, update the local redirect env var, and run `npx convex dev`
+  again.
+- Vite can fall off `5173` if other apps are already running. Do not assume the
+  default port still matches the generated AuthKit config.
+- A successful WorkOS sign-in should redirect back to the local callback route
+  and then reach a Convex-authenticated state. Do not stop at "the hosted WorkOS
+  page loaded."
+
+## Production
+
+- Ask whether the user wants dev-only setup or production-ready setup
+- If the answer is production-ready, make sure the production WorkOS client ID,
+  API key, redirect URI, and Convex deployment config are all covered
+- Verify the production redirect and callback settings before calling the task
+  complete
+- Do not silently write a notes file into the repo by default. If the user wants
+  rollout or handoff docs, create one explicitly.
+
+## Validation
+
+- Verify the user can complete the login flow and return to the app
+- Verify the callback URL matches the real frontend port in local dev
+- Verify Convex receives authenticated requests after login
+- Verify `convex.json` matches the framework and chosen WorkOS setup path
+- Verify `convex/auth.config.ts` matches the chosen WorkOS setup path
+- Verify environment variables differ correctly between local and production
+  where needed
+- If production-ready setup was requested, verify the production WorkOS
+  configuration is also covered
+
+## Checklist
+
+- [ ] Confirm the user wants WorkOS AuthKit
+- [ ] Ask whether the user wants local-only setup or production-ready setup
+- [ ] Choose Convex-managed or existing WorkOS team
+- [ ] Create or update `convex.json`
+- [ ] Configure WorkOS environment variables
+- [ ] Configure `convex/auth.config.ts`
+- [ ] Verify authenticated requests reach Convex after login
+- [ ] If requested, configure the production deployment too

.agents/skills/convex/SKILL.md

@@ -0,0 +1,53 @@
+---
+name: convex
+description:
+  Routes general Convex requests to the right project skill. Use when the user
+  asks which Convex skill to use or gives an underspecified Convex app task.
+---
+
+# Convex
+
+Use this as the routing skill for Convex work in this repo.
+
+If a more specific Convex skill clearly matches the request, use that instead.
+
+## Start Here
+
+If the project does not already have Convex AI guidance installed, or the
+existing guidance looks stale, strongly recommend installing it first.
+
+Preferred:
+
+```bash
+npx convex ai-files install
+```
+
+This installs or refreshes the managed Convex AI files. It is the recommended
+starting point for getting the official Convex guidelines in place and following
+the current Convex AI setup described in the docs:
+
+- [Convex AI docs](https://docs.convex.dev/ai)
+
+Simple fallback:
+
+- [convex_rules.txt](https://convex.link/convex_rules.txt)
+
+Prefer `npx convex ai-files install` over copying rules by hand when possible.
+
+## Route to the Right Skill
+
+After that, use the most specific Convex skill for the task:
+
+- New project or adding Convex to an app: `convex-quickstart`
+- Authentication setup: `convex-setup-auth`
+- Building a reusable Convex component: `convex-create-component`
+- Planning or running a migration: `convex-migration-helper`
+- Investigating performance issues: `convex-performance-audit`
+
+If one of those clearly matches the user's goal, switch to it instead of staying
+in this skill.
+
+## When Not to Use
+
+- The user has already named a more specific Convex workflow
+- Another Convex skill obviously fits the request better

.env.example

@@ -0,0 +1,54 @@
+# App / Coolify
+APP_ENV=development
+NEXT_PUBLIC_APP_URL=https://audit.matthias-meister-webdesign.de
+
+# Personal deployment scope
+# This repo currently targets audit.matthias-meister-webdesign.de with managed
+# server-side provider keys. SaaS BYO keys, billing, and team roles come later.
+
+# Legacy TASK-8 Playwright enrichment (not required for the new external pipeline)
+TASK8_CRAWL_TIMEOUT_MS=60000
+TASK8_CRAWL_MAX_PAGES=20
+TASK8_BROWSER_ASSET_URL=
+# Legacy aliases (optional fallback, prefer TASK8_BROWSER_ASSET_URL):
+# TASK8_CHROMIUM_EXECUTABLE_URL=
+# TASK8_CHROMIUM_EXECUTABLE=
+
+# Convex
+NEXT_PUBLIC_CONVEX_URL=
+CONVEX_DEPLOYMENT=
+NEXT_PUBLIC_CONVEX_SITE_URL=
+BETTER_AUTH_SECRET=
+
+# Google APIs
+GOOGLE_GEOCODING_API_KEY=
+GOOGLE_PLACES_API_KEY=
+PAGESPEED_API_KEY=
+PAGESPEED_TIMEOUT_MS=60000
+
+# OpenRouter
+OPENROUTER_API_KEY=
+OPENROUTER_MODEL_CLASSIFICATION=
+OPENROUTER_MODEL_MULTIMODAL_AUDIT=
+OPENROUTER_MODEL_GERMAN_COPY=
+OPENROUTER_MODEL_QUALITY_REVIEW=
+OPENROUTER_APP_NAME=
+OPENROUTER_APP_URL=
+
+# ScreenshotOne
+SCREENSHOTONE_API_KEY=
+
+# Jina (optional fallback; no key required for current readiness)
+JINA_API_KEY=
+
+# SMTP / Stalwart
+SMTP_HOST=
+SMTP_PORT=465
+SMTP_USER=
+SMTP_PASSWORD=
+SMTP_FROM=
+
+# Rybbit
+RYBBIT_API_URL=
+RYBBIT_API_KEY=
+NEXT_PUBLIC_RYBBIT_SITE_ID=

.gitignore

@@ -2,6 +2,7 @@
 
 # dependencies
 /node_modules
+/.pnpm-store
 /.pnp
 .pnp.*
 .yarn/*
@@ -12,6 +13,7 @@
 
 # testing
 /coverage
+/.test-output
 
 # next.js
 /.next/
@@ -32,6 +34,7 @@ yarn-error.log*
 
 # env files (can opt-in for committing if needed)
 .env*
+!.env.example
 
 # vercel
 .vercel

AGENTS.md

@@ -3,3 +3,17 @@
 
 This version has breaking changes — APIs, conventions, and file structure may all differ from your training data. Read the relevant guide in `node_modules/next/dist/docs/` before writing any code. Heed deprecation notices.
 <!-- END:nextjs-agent-rules -->
+
+<!-- convex-ai-start -->
+
+This project uses [Convex](https://convex.dev) as its backend.
+
+When working on Convex code, **always read
+`convex/_generated/ai/guidelines.md` first** for important guidelines on
+how to correctly use Convex APIs and patterns. The file contains rules that
+override what you may have learned about Convex from training data.
+
+Convex agent skills for common tasks can be installed by running
+`npx convex ai-files install`.
+
+<!-- convex-ai-end -->

CLAUDE.md

@@ -1 +1,15 @@
 @AGENTS.md
+
+<!-- convex-ai-start -->
+
+This project uses [Convex](https://convex.dev) as its backend.
+
+When working on Convex code, **always read
+`convex/_generated/ai/guidelines.md` first** for important guidelines on
+how to correctly use Convex APIs and patterns. The file contains rules that
+override what you may have learned about Convex from training data.
+
+Convex agent skills for common tasks can be installed by running
+`npx convex ai-files install`.
+
+<!-- convex-ai-end -->

README.md

@@ -1,36 +1,63 @@
-This is a [Next.js](https://nextjs.org) project bootstrapped with [`create-next-app`](https://nextjs.org/docs/app/api-reference/cli/create-next-app).
+# WebDev Pipeline
+
+Persoenlicher Akquise-Agent fuer lokale Webdesign-Leads auf `audit.matthias-meister-webdesign.de`. Das MVP startet mit Next.js App Router, TypeScript, Tailwind CSS, shadcn/ui und Platzhalter-Routen fuer Dashboard, Login und oeffentliche Audit-Seiten.
+
+Der aktuelle Scope ist bewusst persoenlich: Google, PageSpeed, OpenRouter, ScreenshotOne und optional Jina laufen ueber serverseitig verwaltete Keys. BYO-Keys, Billing und Teamrollen gehoeren zur spaeteren SaaS-Readiness, aber nicht zu dieser Welle.
 
 ## Getting Started
 
-First, run the development server:
-
 ```bash
-npm run dev
-# or
-yarn dev
-# or
 pnpm dev
-# or
-bun dev
 ```
 
 Open [http://localhost:3000](http://localhost:3000) with your browser to see the result.
 
-You can start editing the page by modifying `app/page.tsx`. The page auto-updates as you edit the file.
+## Scripts
 
-This project uses [`next/font`](https://nextjs.org/docs/app/building-your-application/optimizing/fonts) to automatically optimize and load [Geist](https://vercel.com/font), a new font family for Vercel.
+- `pnpm dev` starts the local development server.
+- `pnpm lint` runs ESLint.
+- `pnpm build` creates a production build.
+- `pnpm start` starts the production server after a build.
 
-## Learn More
+## Environment Variables
 
-To learn more about Next.js, take a look at the following resources:
+Copy `.env.example` to `.env.local` for local development. Keep real secrets out of the repository and configure production values in Coolify and provider dashboards.
 
-- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js features and API.
-- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial.
+- **App / Coolify:** `APP_ENV`, `NEXT_PUBLIC_APP_URL`
+- **Convex:** `NEXT_PUBLIC_CONVEX_URL`, `NEXT_PUBLIC_CONVEX_SITE_URL`, `CONVEX_DEPLOYMENT`
+- **Google / PageSpeed:** `GOOGLE_GEOCODING_API_KEY`, `GOOGLE_PLACES_API_KEY`, `PAGESPEED_API_KEY`, `PAGESPEED_TIMEOUT_MS`
+- **OpenRouter:** `OPENROUTER_API_KEY`, `OPENROUTER_MODEL_CLASSIFICATION`, `OPENROUTER_MODEL_MULTIMODAL_AUDIT`, `OPENROUTER_MODEL_GERMAN_COPY`, `OPENROUTER_MODEL_QUALITY_REVIEW`, optional: `OPENROUTER_APP_NAME`, `OPENROUTER_APP_URL`
+- **ScreenshotOne:** `SCREENSHOTONE_API_KEY`
+- **Jina:** optional `JINA_API_KEY` for future authenticated fallback usage; not required for current readiness.
+- **SMTP / Stalwart:** `SMTP_HOST`, `SMTP_PORT`, `SMTP_USER`, `SMTP_PASSWORD`, `SMTP_FROM`
+- **Rybbit:** `RYBBIT_API_URL`, `RYBBIT_API_KEY`, `NEXT_PUBLIC_RYBBIT_SITE_ID`
+- **Auth:** `BETTER_AUTH_SECRET`
 
-You can check out [the Next.js GitHub repository](https://github.com/vercel/next.js) - your feedback and contributions are welcome!
+Only variables prefixed with `NEXT_PUBLIC_` are intended for browser exposure. All API keys, SMTP credentials, and server-only URLs must stay server-side.
 
-## Deploy on Vercel
+### Admin Auth Flow
 
-The easiest way to deploy your Next.js app is to use the [Vercel Platform](https://vercel.com/new?utm_medium=default-template&filter=next.js&utm_source=create-next-app&utm_campaign=create-next-app-readme) from the creators of Next.js.
+- `/login` handles Anmeldung mit dem bestehenden Admin-Account. Registrierung ist nach der Ersteinrichtung serverseitig deaktiviert.
+- Nach erfolgreicher Anmeldung wird auf `/dashboard` gewechselt.
+- Die Session wird im Layout/Middleware geprüft (`/dashboard` bleibt geschützt), öffentliche Audit-Routen bleiben weiterhin frei.
+- Für Passwortänderungen ist aktuell kein separater Endpunkt in der UI, daher für MVP bitte über administrativen Wartungsweg vorgehen.
 
-Check out our [Next.js deployment documentation](https://nextjs.org/docs/app/building-your-application/deploying) for more details.
+## Routes
+
+- `/` MVP entry page.
+- `/dashboard` internal dashboard placeholder.
+- `/login` admin login placeholder.
+- `/audit/[slug]` public audit placeholder.
+
+## Deployment Notes
+
+Coolify should run `pnpm install`, `pnpm build`, and `pnpm start`. The current font setup uses `next/font/google`, so production builds need outbound access to Google Fonts unless fonts are later self-hosted.
+
+The new audit pipeline expects managed server-side provider configuration for Google, PageSpeed, OpenRouter, ScreenshotOne, and optional Jina. Do not expose provider secrets in browser-prefixed variables.
+
+Playwright/TASK-8 is legacy enrichment context, not a required integration for the new external audit pipeline. Local `npx playwright install` remains a browser-testing helper only and does not affect the managed external-service readiness check.
+
+For Convex deployment updates, run restart/deploy after code changes:
+
+- Local: `pnpm exec convex dev`
+- Remote: `pnpm exec convex deploy`

app/api/auth/[...all]/route.ts

@@ -0,0 +1,3 @@
+import { handler } from "@/lib/auth-server";
+
+export const { GET, POST } = handler;

app/api/internal/revalidate-public-audit/route.ts

@@ -0,0 +1,25 @@
+import { NextResponse } from "next/server";
+
+import { revalidatePublicAudit } from "@/lib/audits/public-audit-revalidation";
+import { parsePublicAuditSlug } from "@/lib/audits/slugs";
+
+export async function POST(request: Request) {
+  const secret = process.env.PUBLIC_AUDIT_REVALIDATION_SECRET;
+  const authorization = request.headers.get("authorization");
+
+  if (!secret || authorization !== `Bearer ${secret}`) {
+    return NextResponse.json({ ok: false, error: "Unauthorized" }, { status: 401 });
+  }
+
+  const body = (await request.json().catch(() => null)) as { slug?: unknown } | null;
+  const normalizedSlug =
+    typeof body?.slug === "string" ? parsePublicAuditSlug(body.slug) : null;
+
+  if (!normalizedSlug) {
+    return NextResponse.json({ ok: false, error: "Invalid slug" }, { status: 400 });
+  }
+
+  revalidatePublicAudit(normalizedSlug);
+
+  return NextResponse.json({ ok: true });
+}

app/api/internal/rybbit/audit/route.ts

@@ -0,0 +1,29 @@
+import { fetchRybbitAuditAnalytics } from "@/lib/rybbit-analytics";
+
+export async function GET(request: Request) {
+  const url = new URL(request.url);
+  const auditPath = url.searchParams.get("path") ?? "";
+
+  if (!auditPath.startsWith("/audit/")) {
+    return Response.json({
+      ok: false,
+      error: "Audit-Pfad fehlt.",
+      data: null,
+    }, { status: 400 });
+  }
+
+  const result = await fetchRybbitAuditAnalytics({
+    apiUrl: process.env.RYBBIT_API_URL,
+    apiKey: process.env.RYBBIT_API_KEY,
+    siteId: process.env.NEXT_PUBLIC_RYBBIT_SITE_ID,
+    auditPath,
+    startDate: url.searchParams.get("startDate") ?? undefined,
+    endDate: url.searchParams.get("endDate") ?? undefined,
+  });
+
+  if (!result.ok) {
+    return Response.json({ ok: false, error: result.error, data: result.data });
+  }
+
+  return Response.json({ ok: true, data: result.data });
+}

app/api/internal/rybbit/campaign/route.ts

@@ -0,0 +1,18 @@
+import { fetchRybbitCampaignAnalytics } from "@/lib/rybbit-analytics";
+
+export async function GET(request: Request) {
+  const url = new URL(request.url);
+  const result = await fetchRybbitCampaignAnalytics({
+    apiUrl: process.env.RYBBIT_API_URL,
+    apiKey: process.env.RYBBIT_API_KEY,
+    siteId: process.env.NEXT_PUBLIC_RYBBIT_SITE_ID,
+    startDate: url.searchParams.get("startDate") ?? undefined,
+    endDate: url.searchParams.get("endDate") ?? undefined,
+  });
+
+  if (!result.ok) {
+    return Response.json({ ok: false, error: result.error, data: result.data });
+  }
+
+  return Response.json({ ok: true, data: result.data });
+}

app/audit/[slug]/page.tsx

@@ -0,0 +1,66 @@
+import type { Metadata } from "next";
+import { Suspense } from "react";
+import { cacheLife, cacheTag } from "next/cache";
+import { fetchQuery } from "convex/nextjs";
+
+import { PublicAuditPage } from "@/components/public-audit/public-audit-page";
+import { PublicAuditStatus } from "@/components/public-audit/public-audit-status";
+import { api } from "@/convex/_generated/api";
+import { publicAuditCacheTag } from "@/lib/audits/public-audit-cache";
+import { toPublicAuditRenderState } from "@/lib/audits/public-audit-presenter";
+import type { PublicAuditLookupResult } from "@/lib/audits/public-audit-types";
+import { parsePublicAuditSlug } from "@/lib/audits/slugs";
+
+export const metadata: Metadata = {
+  title: "Website-Audit",
+  robots: {
+    index: false,
+    follow: false,
+    googleBot: {
+      index: false,
+      follow: false,
+    },
+  },
+};
+
+type PublicAuditRouteProps = {
+  params: Promise<{ slug: string }>;
+};
+
+async function getCachedPublicAudit(slug: string): Promise<PublicAuditLookupResult> {
+  "use cache";
+
+  const normalizedSlug = parsePublicAuditSlug(slug);
+  if (!normalizedSlug) {
+    return null;
+  }
+
+  cacheTag(publicAuditCacheTag(normalizedSlug));
+  cacheLife("days");
+
+  return await fetchQuery(api.audits.getPublicBySlug, { slug: normalizedSlug });
+}
+
+async function PublicAuditContent({ params }: PublicAuditRouteProps) {
+  const { slug } = await params;
+  const result = await getCachedPublicAudit(slug);
+  const renderState = toPublicAuditRenderState(result);
+
+  if (renderState.kind === "pending") {
+    return <PublicAuditStatus status="pending" />;
+  }
+
+  if (renderState.kind === "unavailable") {
+    return <PublicAuditStatus status="unavailable" />;
+  }
+
+  return <PublicAuditPage audit={renderState.audit} />;
+}
+
+export default function PublicAuditRoute({ params }: PublicAuditRouteProps) {
+  return (
+    <Suspense fallback={<PublicAuditStatus status="pending" />}>
+      <PublicAuditContent params={params} />
+    </Suspense>
+  );
+}

app/audit/layout.tsx

@@ -0,0 +1,7 @@
+export default function AuditLayout({
+  children,
+}: Readonly<{
+  children: React.ReactNode;
+}>) {
+  return <div className="bg-slate-50 text-slate-950">{children}</div>;
+}

app/dashboard/analytics/page.tsx

@@ -0,0 +1,5 @@
+import { AnalyticsDashboard } from "@/components/analytics/analytics-dashboard";
+
+export default function AnalyticsPage() {
+  return <AnalyticsDashboard />;
+}

app/dashboard/audits/[id]/page.tsx

@@ -0,0 +1,17 @@
+import { AuditDetail } from "@/components/audits/audit-detail";
+
+export default async function AuditDetailPage({
+  params,
+}: {
+  params: Promise<{ id: string }>;
+}) {
+  const { id } = await params;
+
+  return (
+    <main className="px-4 py-5 sm:px-6 lg:px-8">
+      <div className="mx-auto flex w-full max-w-7xl">
+        <AuditDetail id={id as unknown as string} />
+      </div>
+    </main>
+  );
+}

app/dashboard/audits/page.tsx

@@ -0,0 +1,11 @@
+import { AuditsBoard } from "@/components/audits/audits-board";
+
+export default function AuditsPage() {
+  return (
+    <main className="px-4 py-5 sm:px-6 lg:px-8">
+      <div className="mx-auto flex w-full max-w-7xl flex-col gap-6">
+        <AuditsBoard />
+      </div>
+    </main>
+  );
+}

app/dashboard/blacklist/page.tsx

@@ -0,0 +1,5 @@
+import { BlacklistManager } from "@/components/blacklist/blacklist-manager";
+
+export default function BlacklistPage() {
+  return <BlacklistManager />;
+}

app/dashboard/campaigns/page.tsx

@@ -0,0 +1,11 @@
+import { CampaignsBoard } from "@/components/campaigns/campaigns-board";
+
+export default function CampaignsPage() {
+  return (
+    <main className="px-4 py-5 sm:px-6 lg:px-8">
+      <div className="mx-auto flex w-full max-w-7xl flex-col gap-6">
+        <CampaignsBoard />
+      </div>
+    </main>
+  );
+}

app/dashboard/layout.tsx

@@ -0,0 +1,26 @@
+import { redirect } from "next/navigation";
+
+import { isAuthenticated } from "@/lib/auth-server";
+import { DashboardSidebar } from "@/components/dashboard-sidebar";
+import { DashboardThemeProvider } from "@/components/dashboard-theme";
+import { getDashboardRedirectPath } from "@/lib/route-guards";
+
+export default async function DashboardLayout({
+  children,
+}: {
+  children: React.ReactNode;
+}) {
+  const hasSession = await isAuthenticated();
+  const redirectPath = getDashboardRedirectPath(hasSession);
+
+  if (redirectPath) {
+    redirect(redirectPath ?? "/");
+  }
+
+  return (
+    <DashboardThemeProvider>
+      <DashboardSidebar />
+      <div className="min-w-0 flex-1">{children}</div>
+    </DashboardThemeProvider>
+  );
+}

app/dashboard/leads/page.tsx

@@ -0,0 +1,5 @@
+import { LeadsReviewTable } from "@/components/leads/leads-review-table";
+
+export default function LeadsPage() {
+  return <LeadsReviewTable />;
+}

app/dashboard/outreach/page.tsx

@@ -0,0 +1,11 @@
+import { OutreachReviewWorkspace } from "@/components/outreach/outreach-review-workspace";
+
+export default function OutreachPage() {
+  return (
+    <main className="px-4 py-5 sm:px-6 lg:px-8">
+      <div className="mx-auto flex w-full max-w-7xl flex-col gap-6">
+        <OutreachReviewWorkspace />
+      </div>
+    </main>
+  );
+}

app/dashboard/page.tsx

@@ -0,0 +1,106 @@
+import {
+  dashboardKpis,
+  pipelineHealth,
+  reviewQueue,
+} from "@/lib/dashboard-model";
+import { LeadFunnelBoard } from "@/components/lead-funnel-board";
+
+export default function DashboardPage() {
+  return (
+    <main className="px-4 py-5 sm:px-6 lg:px-8">
+      <div className="mx-auto flex w-full max-w-7xl flex-col gap-6">
+        <header className="flex flex-col gap-3 border-b pb-5 lg:flex-row lg:items-end lg:justify-between">
+          <div>
+            <p className="text-sm font-medium text-muted-foreground">
+              Interner Arbeitsbereich
+            </p>
+            <h1 className="mt-2 text-3xl font-semibold tracking-normal">
+              Pipeline-Übersicht
+            </h1>
+            <p className="mt-2 max-w-2xl text-sm leading-6 text-muted-foreground">
+              Recherche, Audit-Freigabe und Outreach bleiben eng gekoppelt:
+              wenige gute Leads, manuelle Prüfung, kein automatischer Versand.
+            </p>
+          </div>
+          <p className="text-sm font-medium text-muted-foreground">MVP intern</p>
+        </header>
+
+        <section className="grid gap-3 sm:grid-cols-2 xl:grid-cols-4">
+          {dashboardKpis.map((kpi) => (
+            <article
+              className="rounded-lg border bg-card p-4 text-card-foreground"
+              key={kpi.label}
+            >
+              <p className="text-sm text-muted-foreground">{kpi.label}</p>
+              <p className="mt-3 text-3xl font-semibold tracking-normal">
+                {kpi.value}
+              </p>
+              <p className="mt-2 text-sm leading-5 text-muted-foreground">
+                {kpi.detail}
+              </p>
+            </article>
+          ))}
+        </section>
+
+        <LeadFunnelBoard />
+
+        <section className="grid gap-3 lg:grid-cols-[1.45fr_0.55fr]">
+          <div className="rounded-lg border bg-card text-card-foreground">
+            <div className="border-b p-4">
+              <h2 className="text-base font-semibold tracking-normal">
+                Nächste Review-Schritte
+              </h2>
+              <p className="mt-1 text-sm leading-6 text-muted-foreground">
+                Alles bleibt an manuelle Freigabe gekoppelt.
+              </p>
+            </div>
+            <div className="divide-y">
+              {reviewQueue.map((item) => (
+                <article
+                  className="grid gap-2 p-4 sm:grid-cols-[1fr_auto]"
+                  key={`${item.title}-${item.company}`}
+                >
+                  <div>
+                    <h3 className="text-sm font-medium">{item.title}</h3>
+                    <p className="mt-1 text-sm text-muted-foreground">
+                      {item.company}
+                    </p>
+                  </div>
+                  <p className="max-w-sm text-sm leading-6 text-muted-foreground sm:text-right">
+                    {item.detail}
+                  </p>
+                </article>
+              ))}
+            </div>
+          </div>
+
+          <div className="rounded-lg border bg-card p-4 text-card-foreground">
+            <h2 className="text-base font-semibold tracking-normal">
+              Betriebsmodus
+            </h2>
+            <div className="mt-4 grid gap-3">
+              {pipelineHealth.map((item) => {
+                const Icon = item.icon;
+
+                return (
+                  <div
+                    className="flex items-center justify-between gap-3 rounded-lg border bg-background p-3"
+                    key={item.label}
+                  >
+                    <span className="inline-flex items-center gap-2 text-sm font-medium">
+                      <Icon className="size-4 text-muted-foreground" />
+                      {item.label}
+                    </span>
+                    <span className="text-right text-sm text-muted-foreground">
+                      {item.value}
+                    </span>
+                  </div>
+                );
+              })}
+            </div>
+          </div>
+        </section>
+      </div>
+    </main>
+  );
+}

app/dashboard/settings/page.tsx

@@ -0,0 +1,6 @@
+import { OperationsReadiness } from "@/components/settings/operations-readiness";
+import { getIntegrationReadiness } from "@/lib/operational-readiness";
+
+export default function SettingsPage() {
+  return <OperationsReadiness rows={getIntegrationReadiness(process.env)} />;
+}

app/layout.tsx

@@ -1,5 +1,8 @@
 import type { Metadata } from "next";
 import { Geist, Geist_Mono } from "next/font/google";
+import { Suspense } from "react";
+import { ConvexClientProvider } from "@/components/convex-client-provider";
+import { getToken } from "@/lib/auth-server";
 import "./globals.css";
 
 const geistSans = Geist({
@@ -13,10 +16,20 @@ const geistMono = Geist_Mono({
 });
 
 export const metadata: Metadata = {
-  title: "Create Next App",
-  description: "Generated by create next app",
+  title: "WebDev Pipeline",
+  description: "Interner Akquise-Agent fuer lokale Webdesign-Leads",
 };
 
+async function AuthenticatedConvexProvider({
+  children,
+}: Readonly<{
+  children: React.ReactNode;
+}>) {
+  const token = await getToken();
+
+  return <ConvexClientProvider initialToken={token}>{children}</ConvexClientProvider>;
+}
+
 export default function RootLayout({
   children,
 }: Readonly<{
@@ -24,10 +37,14 @@ export default function RootLayout({
 }>) {
   return (
     <html
-      lang="en"
+      lang="de"
       className={`${geistSans.variable} ${geistMono.variable} h-full antialiased`}
     >
-      <body className="min-h-full flex flex-col">{children}</body>
+      <body className="min-h-full flex flex-col">
+        <Suspense fallback={null}>
+          <AuthenticatedConvexProvider>{children}</AuthenticatedConvexProvider>
+        </Suspense>
+      </body>
     </html>
   );
 }

app/login/page.tsx

@@ -0,0 +1,14 @@
+import { redirect } from "next/navigation";
+
+import { AuthEntry } from "@/components/auth-entry";
+import { isAuthenticated } from "@/lib/auth-server";
+
+export default async function LoginPage() {
+  const isSessionActive = await isAuthenticated();
+
+  if (isSessionActive) {
+    redirect("/dashboard");
+  }
+
+  return <AuthEntry />;
+}

app/page.tsx

@@ -1,65 +1,14 @@
-import Image from "next/image";
+import { redirect } from "next/navigation";
 
-export default function Home() {
-  return (
-    <div className="flex flex-col flex-1 items-center justify-center bg-zinc-50 font-sans dark:bg-black">
-      <main className="flex flex-1 w-full max-w-3xl flex-col items-center justify-between py-32 px-16 bg-white dark:bg-black sm:items-start">
-        <Image
-          className="dark:invert"
-          src="/next.svg"
-          alt="Next.js logo"
-          width={100}
-          height={20}
-          priority
-        />
-        <div className="flex flex-col items-center gap-6 text-center sm:items-start sm:text-left">
-          <h1 className="max-w-xs text-3xl font-semibold leading-10 tracking-tight text-black dark:text-zinc-50">
-            To get started, edit the page.tsx file.
-          </h1>
-          <p className="max-w-md text-lg leading-8 text-zinc-600 dark:text-zinc-400">
-            Looking for a starting point or more instructions? Head over to{" "}
-            <a
-              href="https://vercel.com/templates?framework=next.js&utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
-              className="font-medium text-zinc-950 dark:text-zinc-50"
-            >
-              Templates
-            </a>{" "}
-            or the{" "}
-            <a
-              href="https://nextjs.org/learn?utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
-              className="font-medium text-zinc-950 dark:text-zinc-50"
-            >
-              Learning
-            </a>{" "}
-            center.
-          </p>
-        </div>
-        <div className="flex flex-col gap-4 text-base font-medium sm:flex-row">
-          <a
-            className="flex h-12 w-full items-center justify-center gap-2 rounded-full bg-foreground px-5 text-background transition-colors hover:bg-[#383838] dark:hover:bg-[#ccc] md:w-[158px]"
-            href="https://vercel.com/new?utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
-            target="_blank"
-            rel="noopener noreferrer"
-          >
-            <Image
-              className="dark:invert"
-              src="/vercel.svg"
-              alt="Vercel logomark"
-              width={16}
-              height={16}
-            />
-            Deploy Now
-          </a>
-          <a
-            className="flex h-12 w-full items-center justify-center rounded-full border border-solid border-black/[.08] px-5 transition-colors hover:border-transparent hover:bg-black/[.04] dark:border-white/[.145] dark:hover:bg-[#1a1a1a] md:w-[158px]"
-            href="https://nextjs.org/docs?utm_source=create-next-app&utm_medium=appdir-template-tw&utm_campaign=create-next-app"
-            target="_blank"
-            rel="noopener noreferrer"
-          >
-            Documentation
-          </a>
-        </div>
-      </main>
-    </div>
-  );
+import { AuthEntry } from "@/components/auth-entry";
+import { isAuthenticated } from "@/lib/auth-server";
+
+export default async function Home() {
+  const isSessionActive = await isAuthenticated();
+
+  if (isSessionActive) {
+    redirect("/dashboard");
+  }
+
+  return <AuthEntry />;
 }

app/sitemap.ts

@@ -0,0 +1,14 @@
+import type { MetadataRoute } from "next";
+
+const siteUrl = process.env.NEXT_PUBLIC_SITE_URL ?? "http://localhost:3000";
+
+export default function sitemap(): MetadataRoute.Sitemap {
+  return [
+    {
+      url: siteUrl,
+      lastModified: new Date(),
+      changeFrequency: "weekly",
+      priority: 1,
+    },
+  ];
+}

backlog/archive/tasks/task-20 - Implement-TASK-7-slice-3-dashboard-UI.md

@@ -0,0 +1,48 @@
+---
+id: TASK-20
+title: Implement TASK-7 slice 3 dashboard UI
+status: In Progress
+assignee: []
+created_date: '2026-06-04 13:54'
+updated_date: '2026-06-04 13:58'
+labels: []
+dependencies: []
+priority: high
+ordinal: 22000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Build dashboard leads review page and blacklist management UI for lead qualification and blacklist controls.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Replace dashboard leads placeholder with inline lead review and review mutations
+- [x] #2 Replace dashboard blacklist placeholder with blacklist create/edit/list/delete UI
+- [ ] #3 Use shadcn-style dashboard components and keep TypeScript compile clean
+<!-- AC:END -->
+
+
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Build reusable lead-review helper-driven UI components under components/leads and components/blacklist
+2. Replace dashboard placeholder pages for leads and blacklist
+3. Extend dashboard-model label helpers where needed
+4. Add/adjust dashboard-model tests for new helper mappings
+5. Run lint/tests and report results
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+1) Built lead-review model helpers and added dashboard-model tests
+2) Replaced dashboard/leads and dashboard/blacklist placeholders with component-backed UI
+3) Added lead review table controls for priority/contact, notes, duplicate/blacklist handling, and review email fields
+4) Added blacklist manager with create/list/edit/delete and backend blocking note in UI
+
+Validation completed: pnpm -s exec tsc -p tsconfig.json --noEmit + pnpm -s test pass; targeted eslint on changed files pass; full `pnpm -s lint` currently fails on pre-existing blacklist.ts any-typed fields from prior task work
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-1 - Scaffold-the-Next.js-MVP-foundation.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-1
 title: Scaffold the Next.js MVP foundation
-status: To Do
+status: Done
 assignee: []
 created_date: '2026-06-03 19:12'
+updated_date: '2026-06-04 07:05'
 labels:
   - mvp
   - foundation
@@ -23,19 +24,40 @@ Set up the application foundation for the WebDev Pipeline MVP: Next.js App Route
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Next.js App Router project exists with TypeScript and a working local dev script
-- [ ] #2 Tailwind and shadcn/ui are configured and at least one shared UI component renders correctly
-- [ ] #3 Base routes exist for dashboard, login placeholder, and public audit placeholder
-- [ ] #4 Environment variable conventions are documented for Coolify, Convex, Google, OpenRouter, SMTP, and Rybbit
-- [ ] #5 A basic smoke test or build command verifies the scaffold compiles
+- [x] #1 Next.js App Router project exists with TypeScript and a working local dev script
+- [x] #2 Tailwind and shadcn/ui are configured and at least one shared UI component renders correctly
+- [x] #3 Base routes exist for dashboard, login placeholder, and public audit placeholder
+- [x] #4 Environment variable conventions are documented for Coolify, Convex, Google, OpenRouter, SMTP, and Rybbit
+- [x] #5 A basic smoke test or build command verifies the scaffold compiles
 <!-- AC:END -->
 
 ## Implementation Plan
 
 <!-- SECTION:PLAN:BEGIN -->
-1. Create or verify the Next.js App Router project structure.
-2. Configure Tailwind, shadcn/ui, path aliases, and shared UI utilities.
-3. Add base route groups for internal dashboard and public audit pages.
-4. Add environment variable examples and keep all secrets out of source control.
-5. Run the initial build/typecheck and record any setup notes.
+1. Migrate package manager to pnpm
+2. Verify scaffold
+3. Replace starter UI
+4. Add base routes
+5. Document env conventions
+6. Run lint and build
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented pnpm-based Next.js MVP foundation on branch task-1-scaffold-foundation.
+Verified pnpm install, pnpm lint, pnpm build, and local route smoke checks for /, /dashboard, /login, and /audit/example.
+Note: pnpm requires approved build scripts for msw, sharp, and unrs-resolver, recorded in pnpm-workspace.yaml. Build needs network access for next/font/google unless fonts are later self-hosted.
+
+Extending TASK-1 foundation with mock-cookie auth gate, sign in/sign up entry, protected dashboard sidebar shell, and pipeline overview per user request. TASK-1 remains In Progress until explicit manual confirmation.
+
+Implemented mock-cookie auth extension: / and /login render sign in/sign up for guests, sign in/sign up set a secure httpOnly mock session cookie and redirect to /dashboard, sign out clears the cookie, dashboard routes are guarded by Next proxy plus dashboard layout guard, /audit/[slug] remains public. Added sidebar dashboard shell, placeholder dashboard child routes, pipeline overview, route guard/dashboard model/proxy behavior tests, and ESLint ignore for test build output. Verified pnpm test, pnpm lint, pnpm build with network access for Google Fonts, and browser smoke for guest auth, dashboard redirect, logout, public audit route, desktop layout, and mobile layout.
+
+Final polish: replaced the hard-coded personal email in the mock session with matthias@webdev-pipeline.local. Re-ran pnpm test, pnpm lint, and pnpm build successfully; build still reports only the existing Next workspace-root warning and Node module.register deprecation warning.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Shipped the Next.js MVP foundation extension: mock-cookie sign in/sign up, secure httpOnly mock session, protected dashboard via proxy and layout guard, public audit route preserved, sidebar dashboard shell with pipeline overview and placeholder child routes, plus behavior tests and verification scripts. Verified pnpm test, pnpm lint, pnpm build, and browser smoke for auth, dashboard, logout, audit, desktop, and mobile.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-10 - Build-the-local-skills-registry.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-10
 title: Build the local skills registry
-status: To Do
+status: Done
 assignee: []
 created_date: '2026-06-03 19:13'
+updated_date: '2026-06-05 07:28'
 labels:
   - mvp
   - agent
@@ -24,19 +25,34 @@ Create the local skills registry concept for the agent. Design and marketing ski
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 A project-local skills directory or convention exists for imported design and marketing skills
-- [ ] #2 skills.md lists each skill with name, purpose, when to use, when not to use, required input, expected output, and category
-- [ ] #3 Agent code can load and parse the skills registry into structured skill metadata
-- [ ] #4 Audit records store the list of used skills, including skill name/category and version or source where available
-- [ ] #5 Dashboard audit detail shows a compact Verwendete Skills overview, but public audit pages do not
+- [x] #1 A project-local skills directory or convention exists for imported design and marketing skills
+- [x] #2 skills.md lists each skill with name, purpose, when to use, when not to use, required input, expected output, and category
+- [x] #3 Agent code can load and parse the skills registry into structured skill metadata
+- [x] #4 Audit records store the list of used skills, including skill name/category and version or source where available
+- [x] #5 Dashboard audit detail shows a compact Verwendete Skills overview, but public audit pages do not
 <!-- AC:END -->
 
 ## Implementation Plan
 
 <!-- SECTION:PLAN:BEGIN -->
-1. Define project-local skill storage conventions.
-2. Create the initial skills.md registry format and seed entries for design, UX, marketing, copy, SEO, and offer-writing skills.
-3. Add parser/loader for registry metadata.
-4. Store selected skill metadata with each audit.
-5. Show used skills in the internal audit detail UI only.
+1. Worker A uses TDD to add project-local skills conventions, seed skills.md, skills source files, and a strict skills registry parser/loader.
+2. Worker B uses TDD to extend Convex audit persistence so audit records can store used skill metadata with name, category, version, and source.
+3. Worker C uses TDD to add the internal dashboard audit detail/list UI and compact Verwendete Skills overview while keeping public audit pages free of skill metadata.
+4. Orchestrator reviews subagent outputs, resolves integration issues through focused subagents, runs full verification, and checks TASK-10 acceptance criteria without marking Done until user confirmation.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Started implementation using subagent-driven and test-driven workflow with parallel agents where write scopes are independent. Orchestrator will not hand-code feature changes; workers own implementation patches and tests.
+
+Worker C: implemented audits dashboard internals for TASK-10. Added new tests (tests/audit-skills-ui.test.ts), new components/audits/{audits-board,audit-detail}.tsx and routes app/dashboard/audits/page.tsx + app/dashboard/audits/[id]/page.tsx. Internal detail route still passes raw id from params Promise; public audit page unchanged and remains skill-free.
+
+Implementation completed through parallel subagent-driven TDD slices. Worker scopes: registry/parser, Convex audit persistence, dashboard audit UI. Review findings addressed by follow-up workers for getDetail result shape/useQuery FunctionReference and indented skills.md field parsing. Fresh orchestrator verification: pnpm test passed with 179/179 tests; pnpm lint passed with 0 errors and 2 existing generated BetterAuth warnings; pnpm exec convex codegen --dry-run --typecheck enable passed after network escalation; pnpm build passed after network escalation. Sandbox-only failures before escalation were DNS/Sentry for Convex and Google Fonts for Next build.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Shipped the local skills registry with project-local skills.md and skills/ source files, parser/loader tests, Convex audit usedSkills persistence, and internal dashboard audit skill overview. Verified with pnpm test; task remains public-audit safe because used skills are only shown in the dashboard detail route.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-11 - Create-the-OpenRouter-AI-audit-pipeline.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-11
 title: Create the OpenRouter AI audit pipeline
-status: To Do
+status: Done
 assignee: []
 created_date: '2026-06-03 19:13'
+updated_date: '2026-06-05 09:04'
 labels:
   - mvp
   - agent
@@ -26,19 +27,44 @@ Implement the LLM-powered audit generation pipeline using Vercel AI SDK and Open
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Vercel AI SDK is configured with OpenRouter and environment/Convex secrets
-- [ ] #2 Model profiles exist for classification, multimodal audit analysis, German text generation, and final quality review
-- [ ] #3 Structured audit outputs use Zod schemas and are stored in Convex with raw prompts/responses and model metadata
-- [ ] #4 Screenshots can be passed to multimodal-capable models where supported
-- [ ] #5 Generated customer-facing text follows Ich-Form, German language, no scores, no prices, no generic KI-Slop, and factual observation plus suggestion style
+- [x] #1 Vercel AI SDK is configured with OpenRouter and environment/Convex secrets
+- [x] #2 Model profiles exist for classification, multimodal audit analysis, German text generation, and final quality review
+- [x] #3 Structured audit outputs use Zod schemas and are stored in Convex with raw prompts/responses and model metadata
+- [x] #4 Screenshots can be passed to multimodal-capable models where supported
+- [x] #5 Generated customer-facing text follows Ich-Form, German language, no scores, no prices, no generic KI-Slop, and factual observation plus suggestion style
 <!-- AC:END -->
 
 ## Implementation Plan
 
 <!-- SECTION:PLAN:BEGIN -->
-1. Add OpenRouter provider setup through Vercel AI SDK.
-2. Define Zod schemas for internal findings, audit summary, email draft, subject, call script, follow-up, and quality review.
-3. Build model-profile configuration for fast classification, multimodal analysis, and German copy generation.
-4. Combine lead, crawl, screenshot, PageSpeed, and selected skills into prompt inputs.
-5. Persist all prompts, model responses, normalized findings, final texts, and generation errors in Convex.
+1. Worker A: add OpenRouter/Vercel AI SDK dependencies, provider config, model profiles, and schema helpers with RED/GREEN tests.
+2. Worker B: add Convex schema and persistence contracts for structured LLM generations with RED/GREEN source/type tests.
+3. Worker C: add evidence/prompt input builder combining lead, crawl, screenshots, PageSpeed, and local skills with RED/GREEN tests.
+4. Worker D: add Node audit-generation action queue/process flow with screenshots, AI SDK structured outputs, audit/outreach persistence, and failure recording with RED/GREEN tests.
+5. Worker E: add German copy quality guard tests/helpers for Ich-Form, no scores, no prices, no generic KI-Slop, and observation-plus-suggestion style.
+6. Orchestrator: review worker patches, resolve integration gaps through Spark follow-up workers, run full verification, and check acceptance criteria without marking Done.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+2026-06-05: Started TASK-11 implementation on branch codex-task-11-openrouter-audit-pipeline using subagent-driven and test-driven workflow. Existing TASK-25 worktree changes were present and will not be reverted or touched unless required.
+
+Wave 1 dispatched with gpt-5.3-codex-spark: Worker A owns AI SDK/OpenRouter dependencies, model profiles, and Zod schemas; Worker B owns Convex auditGenerations schema/persistence; Worker C owns pure audit evidence builder; Worker E owns German customer-copy guard. Orchestrator remains integration/review only and is not hand-coding feature patches.
+
+Implemented Worker-E German copy guard slice in pure deterministic helpers (lib/ai/german-copy-guard.ts) plus TDD tests (tests/german-copy-guard.test.ts). Added issue coverage for language quality, Ich-Form, score/page-speed artifacts, Preise, KI-Slop, anklagende Sprache, technische Artefakte, Beobachtung+Vorschlag. Keinen Fremdscope verändert.
+
+Wave 1 review complete. Spec/code-quality reviewers found expected blocker: auditGenerationAction is not implemented yet and queue currently uses a temporary any reference. Follow-up scope: Worker D will add Node action, typed scheduler reference, screenshot multimodal handoff, AI SDK calls, audit/outreach persistence, and prompt/response size/sanitization guards. Worker F will harden German short-text detection, document model override env vars, and remove generated JS artifacts.
+
+Wave 2 dispatched with gpt-5.3-codex-spark: Worker D owns auditGenerationAction, typed scheduler reference, multimodal screenshot handoff, AI SDK structured stages, audit/outreach persistence, and prompt/response persistence hardening. Worker F owns German short-text guard hardening, OpenRouter override env docs, and removal of generated JS artifacts. Orchestrator remains review/verification only.
+
+Final review before closure: spec reviewer passed all five TASK-11 acceptance criteria, but code-quality reviewer found P1 risks in auditGenerationAction error handling and lead status patching, plus P2 hardening around UTF-8 byte capping/secret redaction. Worker H dispatched with gpt-5.3-codex-spark to address those findings before acceptance criteria are checked.
+
+Implementation complete pending user confirmation. Built OpenRouter/Vercel AI SDK audit-generation pipeline with model profiles, Zod structured outputs, evidence builder, multimodal screenshot handoff, Convex auditGenerations persistence with prompt/response/model metadata, German copy guard, audit/outreach upserts, guarded lead status transition, action-level failure handling, UTF-8 byte-safe truncation, env-secret redaction, and model-profile driven generation parameters. Verification passed: pnpm test (235/235); pnpm exec tsc -p tsconfig.json --pretty false; pnpm lint (0 errors, existing BetterAuth generated warnings only); pnpm exec convex codegen --dry-run --typecheck enable; pnpm build. Final Spark review found no blocking/important issues; residual P3: PageSpeed evidence freshness on re-runs may need future runtime coverage.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Implemented the OpenRouter/Vercel AI SDK audit-generation pipeline end to end: model profiles, Zod structured outputs, Convex audit generation persistence, evidence builder, multimodal screenshots, German copy guard, audit/outreach draft persistence, guarded lead transition, and hardening for failure handling/secret redaction. Verified with pnpm test, TypeScript, lint, Convex codegen/typecheck, build, and final Spark review.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-12 - Publish-customer-audit-pages-with-manual-approval.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-12
 title: Publish customer audit pages with manual approval
-status: To Do
+status: Done
 assignee: []
 created_date: '2026-06-03 19:14'
+updated_date: '2026-06-05 12:13'
 labels:
   - mvp
   - audit
@@ -24,11 +25,11 @@ Build the public customer-facing audit page system under the audit domain. Pages
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Public audit pages render approved audit content with company name, domain, screenshots, observations, impact, suggestions, and final offer/CTA
-- [ ] #2 Unapproved audit URLs show Dieser Audit ist noch nicht freigegeben without leaking company details
-- [ ] #3 Deactivated audit URLs show a neutral unavailable message without exposing audit content
-- [ ] #4 Audit pages are noindex, excluded from sitemap/public listing, and use a calm fixed light design
-- [ ] #5 Approved pages are cached and cache is invalidated when the audit is edited and re-approved
+- [x] #1 Public audit pages render approved audit content with company name, domain, screenshots, observations, impact, suggestions, and final offer/CTA
+- [x] #2 Unapproved audit URLs show Dieser Audit ist noch nicht freigegeben without leaking company details
+- [x] #3 Deactivated audit URLs show a neutral unavailable message without exposing audit content
+- [x] #4 Audit pages are noindex, excluded from sitemap/public listing, and use a calm fixed light design
+- [x] #5 Approved pages are cached and cache is invalidated when the audit is edited and re-approved
 <!-- AC:END -->
 
 ## Implementation Plan
@@ -40,3 +41,17 @@ Build the public customer-facing audit page system under the audit domain. Pages
 4. Add noindex metadata and ensure audit routes are not listed in sitemap/navigation.
 5. Add cache/revalidation behavior tied to approval and update actions.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Reapplying TASK-12 changes after failed pull lost previous implementation. Upstream TASK-1 through TASK-11 code is now present locally; implementation will adapt to current Convex/generated API and existing app structure.
+
+Reapplied TASK-12 public audit implementation after pull-loss recovery. Verified with pnpm test (244/244), pnpm exec tsc --noEmit, pnpm lint (0 errors, 2 existing generated warnings), and pnpm build using the updated .env.local.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Public audit pages were reapplied and verified: approved public pages render public audit content with screenshots, observations, suggestions and CTA; hidden/deactivated states do not leak details; pages are noindex and excluded from sitemap; cache/revalidation hooks are in place. Verified with pnpm test, tsc, lint, and build.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-13 - Build-the-audit-and-outreach-review-workspace.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-13
 title: Build the audit and outreach review workspace
-status: To Do
+status: In Progress
 assignee: []
 created_date: '2026-06-03 19:14'
+updated_date: '2026-06-05 14:21'
 labels:
   - mvp
   - review
@@ -25,19 +26,33 @@ Create the internal review workspace where Matthias can inspect and edit the fin
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Review workspace shows lead details, contact sources, priority reason, contact strategy, audit summary, used skills, and raw/source detail toggles
-- [ ] #2 Audit content can be edited and manually approved before the public page shows customer-facing content
-- [ ] #3 Email subject and body are editable and generated as exactly one recommended version by default
-- [ ] #4 Phone script is available for Erst anrufen and Kontakt fehlt leads when a phone number exists
-- [ ] #5 Freigabe offen state clearly separates Audit veröffentlichen from E-Mail freigeben und senden
+- [x] #1 Review workspace shows lead details, contact sources, priority reason, contact strategy, audit summary, used skills, and raw/source detail toggles
+- [x] #2 Audit content can be edited and manually approved before the public page shows customer-facing content
+- [x] #3 Email subject and body are editable and generated as exactly one recommended version by default
+- [x] #4 Phone script is available for Erst anrufen and Kontakt fehlt leads when a phone number exists
+- [x] #5 Freigabe offen state clearly separates Audit veröffentlichen from E-Mail freigeben und senden
 <!-- AC:END -->
 
 ## Implementation Plan
 
 <!-- SECTION:PLAN:BEGIN -->
-1. Build review route/detail UI with tabs for Audit, E-Mail, Telefon, Quellen, Rohdaten, and Skills.
-2. Add edit forms for audit text, email subject/body, phone script, and follow-up.
-3. Add approval actions for audit publication and separate email sending readiness.
-4. Show source/contact confidence without exposing unnecessary raw noise by default.
-5. Verify state transitions back into the Kanban/Funnel.
+1. Orchestrator updates TASK-13 plan and coordinates only; no direct feature coding.
+2. Worker A (gpt-5.5 medium) uses TDD to add Convex outreach review contracts: listReviewWorkspace, saveReviewDraft, approveEmailDraft.
+3. Worker B (gpt-5.5 medium) uses TDD to replace /dashboard/outreach placeholder with the review workspace UI using the new contracts.
+4. Worker C (gpt-5.5 medium) uses TDD to separate Audit veröffentlichen from E-Mail freigeben and keep sending out of TASK-13.
+5. Worker D (gpt-5.5 medium) uses TDD to cover phone-script visibility and funnel/review state regressions.
+6. Spec and code-quality reviewer agents review each worker output before the next dependent slice proceeds.
+7. Orchestrator runs final verification: pnpm test, pnpm exec tsc --noEmit, pnpm lint, pnpm build; then updates Backlog notes and checked ACs without marking Done.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Starting TASK-13 with the missing PageSpeed-to-audit-generation handoff so generated audit content exists for the review workspace.
+
+Implemented first TASK-13 prerequisite: PageSpeed completion now queues audit_generation for the same lead via internal.auditGeneration.queueLeadAuditGeneration. Queue failures are logged as warnings and do not fail the PageSpeed run. Verified with pnpm test (245/245), pnpm exec tsc --noEmit, pnpm lint (0 errors, existing generated warnings), and pnpm build using .env.local.
+
+2026-06-05: Expanded TASK-13 into subagent-driven, test-driven execution plan on branch codex-task-13-review-workspace. Orchestrator will not hand-code feature patches; workers use gpt-5.5 medium and RED/GREEN tests.
+
+2026-06-05: Completed TASK-13 implementation subagent-driven and test-driven on branch codex-task-13-review-workspace. Worker A added authenticated Convex review workspace contracts, save/approve draft mutations, protected existing outreach create/list, audit ownership checks, sent-record protection, approval reset on regenerated copy, and combined review eligibility indexes. Worker B replaced /dashboard/outreach placeholder with the review workspace UI, editable audit/outreach drafts, raw/source toggles, used skills, phone-script gating, and save-before-approve/publish safeguards. Worker C fixed funnel regression so approved-but-unsent outreach remains in Freigabe offen. Reviews: backend spec approved, backend quality approved after fixes, UI spec approved, UI quality approved after fixes, funnel spec/quality approved, final TASK-13 spec approved. Verification passed: pnpm test (263/263), pnpm exec tsc --noEmit, pnpm lint (0 errors; existing BetterAuth generated warnings only), pnpm build with network escalation for Google Fonts.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-14 - Send-approved-outreach-through-Stalwart-SMTP.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-14
 title: Send approved outreach through Stalwart SMTP
-status: To Do
+status: Done
 assignee: []
 created_date: '2026-06-03 19:14'
+updated_date: '2026-06-05 19:06'
 labels:
   - mvp
   - email
@@ -24,19 +25,30 @@ Implement approved email sending through the self-hosted Stalwart mail server us
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Nodemailer is configured for Stalwart SMTP/SMTPS using environment or Convex secrets
-- [ ] #2 E-Mail freigeben und senden sends only the currently approved/editable email draft to the visible recipient
-- [ ] #3 A final send action shows recipient, subject, sender, and audit link before sending
-- [ ] #4 Convex records sent timestamp, recipient, subject, audit link, SMTP result, and any error details
-- [ ] #5 SMTP failures keep the lead in a retryable review state and do not mark the lead as contacted
+- [x] #1 Nodemailer is configured for Stalwart SMTP/SMTPS using environment or Convex secrets
+- [x] #2 E-Mail freigeben und senden sends only the currently approved/editable email draft to the visible recipient
+- [x] #3 A final send action shows recipient, subject, sender, and audit link before sending
+- [x] #4 Convex records sent timestamp, recipient, subject, audit link, SMTP result, and any error details
+- [x] #5 SMTP failures keep the lead in a retryable review state and do not mark the lead as contacted
 <!-- AC:END -->
 
 ## Implementation Plan
 
 <!-- SECTION:PLAN:BEGIN -->
-1. Add SMTP transport configuration from secrets.
-2. Add server-side send function that accepts only approved outreach IDs.
-3. Add final confirmation UI with recipient, subject, sender, and audit link.
-4. Store SMTP success/error outcomes and update lead/outreach status.
-5. Test success and failure paths with safe non-production recipients before real use.
+1. Analyse und TDD-Testergänzung
+2. Implementierung backend Claims/Record + Guard-Fixes
+3. Typing/Actions straffen + package lock
+4. Typechecks lokal ausführen
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented TASK-14 via subagent-driven TDD. Verification passed: targeted outreach tests (27/27), pnpm test (278/278), pnpm exec tsc -p tsconfig.json --noEmit, pnpm lint (0 errors, 2 generated BetterAuth warnings), pnpm build (passed with network-enabled run for Google Fonts). Task remains In Progress until explicit user confirmation after manual SMTP testing.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Shipped approved outreach sending through Stalwart SMTP/SMTPS with Nodemailer, final confirmation UI, Convex send-attempt logging, retryable failure handling, and verification coverage. Verified with targeted outreach tests, full pnpm test, strict TypeScript, lint, and production build.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-15 - Add-follow-up-and-manual-sales-status-tracking.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-15
 title: Add follow-up and manual sales status tracking
-status: To Do
+status: In Progress
 assignee: []
 created_date: '2026-06-03 19:14'
+updated_date: '2026-06-05 19:49'
 labels:
   - mvp
   - sales
@@ -24,11 +25,11 @@ Add the lightweight CRM layer needed after first contact. The MVP does not parse
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 After an initial send, a single follow-up draft and suggested due date are created
-- [ ] #2 Follow-up sending requires manual review and approval, just like the first email
-- [ ] #3 Manual statuses exist for Antwort erhalten, Kein Interesse, Später wieder melden, Gespräch vereinbart, Angebot angefragt, Angebot gesendet, Auftrag gewonnen, Auftrag verloren, Nicht weiter verfolgen, Follow-up geplant, and Follow-up gesendet
-- [ ] #4 Marking Antwort erhalten or Kein Interesse stops pending follow-up prompts
-- [ ] #5 Nicht erneut kontaktieren blocks outreach for 12 months and then reappears only as Erneut prüfen
+- [x] #1 After an initial send, a single follow-up draft and suggested due date are created
+- [x] #2 Follow-up sending requires manual review and approval, just like the first email
+- [x] #3 Manual statuses exist for Antwort erhalten, Kein Interesse, Später wieder melden, Gespräch vereinbart, Angebot angefragt, Angebot gesendet, Auftrag gewonnen, Auftrag verloren, Nicht weiter verfolgen, Follow-up geplant, and Follow-up gesendet
+- [x] #4 Marking Antwort erhalten or Kein Interesse stops pending follow-up prompts
+- [x] #5 Nicht erneut kontaktieren blocks outreach for 12 months and then reappears only as Erneut prüfen
 <!-- AC:END -->
 
 ## Implementation Plan
@@ -40,3 +41,11 @@ Add the lightweight CRM layer needed after first contact. The MVP does not parse
 4. Add rules to stop follow-ups when manually marked answered or not interested.
 5. Add 12-month recheck behavior for Nicht erneut kontaktieren.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Started implementation pass for tasks 15-19 and 27. TASK-27 note says it is superseded by TASK-13, so this pass will verify the existing PageSpeed-to-audit-generation handoff rather than implement it separately.
+
+Implemented and verified follow-up draft creation after send, manual approval boundaries for follow-up records, manual sales status labels/mutation, reply/no-interest suppression, and 12-month do-not-contact recheck visibility. Verification: pnpm test 305/305; pnpm lint 0 errors.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-16 - Orchestrate-recurring-Convex-agent-jobs-and-audit-lifecycle.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-16
 title: Orchestrate recurring Convex agent jobs and audit lifecycle
-status: To Do
+status: In Progress
 assignee: []
 created_date: '2026-06-03 19:14'
+updated_date: '2026-06-05 19:49'
 labels:
   - mvp
   - convex
@@ -26,11 +27,11 @@ Implement the scheduled and manual background workflow using Convex. The MVP per
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Convex cron or scheduled functions trigger active campaigns according to cadence
-- [ ] #2 Jetzt ausführen starts a campaign run immediately only when no other agent run is active
-- [ ] #3 Cron skips or queues safely when an agent run is already active, with visible run logs
-- [ ] #4 Published audits older than 30 days create dashboard notifications asking whether to keep active
-- [ ] #5 Published audits older than 60 days auto-deactivate unless manually extended or later reactivated
+- [x] #1 Convex cron or scheduled functions trigger active campaigns according to cadence
+- [x] #2 Jetzt ausführen starts a campaign run immediately only when no other agent run is active
+- [x] #3 Cron skips or queues safely when an agent run is already active, with visible run logs
+- [x] #4 Published audits older than 30 days create dashboard notifications asking whether to keep active
+- [x] #5 Published audits older than 60 days auto-deactivate unless manually extended or later reactivated
 <!-- AC:END -->
 
 ## Implementation Plan
@@ -42,3 +43,11 @@ Implement the scheduled and manual background workflow using Convex. The MVP per
 4. Add run logs and dashboard-visible status updates.
 5. Add audit lifecycle checks for 30-day notification, 60-day deactivation, and reactivation.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Started implementation pass for recurring Convex agent jobs, run locking, logs, and audit lifecycle.
+
+Implemented and verified Convex crons, due-campaign runner, single-active-run guard, visible campaign run logs, and audit lifecycle notification/deactivation controls. Verification: pnpm test 305/305; pnpm lint 0 errors.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-17 - Add-Rybbit-audit-analytics-dashboard.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-17
 title: Add Rybbit audit analytics dashboard
-status: To Do
+status: In Progress
 assignee: []
 created_date: '2026-06-03 19:14'
+updated_date: '2026-06-05 19:50'
 labels:
   - mvp
   - analytics
@@ -24,11 +25,11 @@ Display anonymous analytics for generated public audit pages inside the internal
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Rybbit tracking runs only on public audit pages, not on internal dashboard routes
-- [ ] #2 Dashboard can fetch Rybbit API data for pageviews, custom events, and outbound link clicks for audit pages
-- [ ] #3 Per-audit analytics show opened yes/no, view count, last view, CTA clicks, website-link clicks, and device type where available
-- [ ] #4 Campaign analytics aggregate audit opens and CTA activity by campaign, niche, region, and timeframe
-- [ ] #5 Rybbit API failures are shown gracefully and do not break the rest of the dashboard
+- [x] #1 Rybbit tracking runs only on public audit pages, not on internal dashboard routes
+- [x] #2 Dashboard can fetch Rybbit API data for pageviews, custom events, and outbound link clicks for audit pages
+- [x] #3 Per-audit analytics show opened yes/no, view count, last view, CTA clicks, website-link clicks, and device type where available
+- [x] #4 Campaign analytics aggregate audit opens and CTA activity by campaign, niche, region, and timeframe
+- [x] #5 Rybbit API failures are shown gracefully and do not break the rest of the dashboard
 <!-- AC:END -->
 
 ## Implementation Plan
@@ -40,3 +41,13 @@ Display anonymous analytics for generated public audit pages inside the internal
 4. Build campaign-level analytics summaries.
 5. Add graceful loading, caching if useful, and error states for API failures.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Started implementation pass for Rybbit public-audit tracking and dashboard analytics surfaces.
+
+Implemented public-audit-only Rybbit tracking, on-demand Rybbit API routes for audit/campaign activity, per-audit summary helper, dashboard Rybbit error handling, and campaign-level overall Rybbit signals. AC4 remains open for full grouping by campaign/niche/region/timeframe because Rybbit events still need a stronger audit-to-campaign join model. Verification: pnpm test 305/305; pnpm lint 0 errors.
+
+Completed remaining Rybbit campaign aggregation path: campaignMetrics now exposes audit path segments with campaign/niche/region, Rybbit campaign API returns per-path activity, and the Analytics dashboard groups audit opens/CTA clicks by campaign, niche, and region. Verification: targeted analytics tests pass.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-18 - Add-MVP-quality-gates-and-operational-polish.md

@@ -1,10 +1,10 @@
 ---
 id: TASK-18
 title: Add MVP quality gates and operational polish
-status: To Do
+status: In Progress
 assignee: []
 created_date: '2026-06-03 19:15'
-updated_date: '2026-06-03 19:15'
+updated_date: '2026-06-05 19:49'
 labels:
   - mvp
   - quality
@@ -27,11 +27,11 @@ Add the final MVP quality layer: German UI consistency, i18n preparation, access
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Core UI text is German and organized so future i18n is feasible
-- [ ] #2 No secrets are stored in source code, dashboard-editable records, logs, prompts, or raw LLM history
-- [ ] #3 Dashboard surfaces integration errors for Google, PageSpeed, OpenRouter, Playwright, SMTP, Convex jobs, and Rybbit
-- [ ] #4 Critical user flows have basic tests or repeatable verification notes: login, campaign run, audit generation, approval, send, follow-up, analytics
-- [ ] #5 Coolify deployment notes cover required environment variables, Playwright browser dependencies, exposed port, and domain assumptions
+- [x] #1 Core UI text is German and organized so future i18n is feasible
+- [x] #2 No secrets are stored in source code, dashboard-editable records, logs, prompts, or raw LLM history
+- [x] #3 Dashboard surfaces integration errors for Google, PageSpeed, OpenRouter, Playwright, SMTP, Convex jobs, and Rybbit
+- [x] #4 Critical user flows have basic tests or repeatable verification notes: login, campaign run, audit generation, approval, send, follow-up, analytics
+- [x] #5 Coolify deployment notes cover required environment variables, Playwright browser dependencies, exposed port, and domain assumptions
 <!-- AC:END -->
 
 ## Implementation Plan
@@ -43,3 +43,11 @@ Add the final MVP quality layer: German UI consistency, i18n preparation, access
 4. Add smoke tests or documented verification flows for critical MVP paths.
 5. Document Coolify deployment requirements, env vars, Playwright dependencies, and operational caveats.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Started implementation pass for MVP quality gates, error observability, verification notes, and deployment readiness.
+
+Implemented and verified German operational readiness surfaces, secret-safe integration status rows, verification notes for critical flows, and Coolify deployment notes. Verification: pnpm test 305/305; pnpm lint 0 errors.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-19 - Add-campaign-performance-metrics.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-19
 title: Add campaign performance metrics
-status: To Do
+status: In Progress
 assignee: []
 created_date: '2026-06-03 19:15'
+updated_date: '2026-06-05 19:49'
 labels:
   - mvp
   - analytics
@@ -26,11 +27,11 @@ Build the campaign metrics layer that summarizes acquisition progress from Conve
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Campaign dashboard shows found leads, leads with contact, Kontakt fehlt, audits created, approvals open, emails sent, follow-ups planned/sent, responses, conversations, offers, wins, and losses
-- [ ] #2 Metrics can be filtered by campaign, niche/category, PLZ/region, radius, priority, status, and timeframe
-- [ ] #3 Campaign run detail shows new leads, skipped duplicates, blacklisted/skipped leads, errors, and audits generated
-- [ ] #4 Rybbit-derived audit opens and CTA clicks are shown alongside Convex sales funnel metrics
-- [ ] #5 Metrics remain readable and lightweight, without becoming a full enterprise CRM dashboard
+- [x] #1 Campaign dashboard shows found leads, leads with contact, Kontakt fehlt, audits created, approvals open, emails sent, follow-ups planned/sent, responses, conversations, offers, wins, and losses
+- [x] #2 Metrics can be filtered by campaign, niche/category, PLZ/region, radius, priority, status, and timeframe
+- [x] #3 Campaign run detail shows new leads, skipped duplicates, blacklisted/skipped leads, errors, and audits generated
+- [x] #4 Rybbit-derived audit opens and CTA clicks are shown alongside Convex sales funnel metrics
+- [x] #5 Metrics remain readable and lightweight, without becoming a full enterprise CRM dashboard
 <!-- AC:END -->
 
 ## Implementation Plan
@@ -42,3 +43,11 @@ Build the campaign metrics layer that summarizes acquisition progress from Conve
 4. Merge Rybbit API-derived audit activity into the visible analytics where available.
 5. Add empty/error states and verify metrics update after lead, audit, send, and status changes.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Started implementation pass for campaign performance metrics and filters.
+
+Implemented and verified lightweight campaign metrics query/dashboard, filter contract, run detail rows, and Rybbit-derived audit opens/CTA clicks alongside Convex metrics. Verification: pnpm test 305/305; pnpm lint 0 errors.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-2 - Wire-Convex-data-and-storage-foundations.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-2
 title: Wire Convex data and storage foundations
-status: To Do
+status: Done
 assignee: []
 created_date: '2026-06-03 19:12'
+updated_date: '2026-06-04 08:41'
 labels:
   - mvp
   - backend
@@ -24,19 +25,34 @@ Configure Convex Cloud for the MVP and define the core persistence model for cam
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Convex is connected to the Next.js app with generated types available
-- [ ] #2 Core tables exist for campaigns, leads, audits, outreach, blacklist, run logs, and settings metadata
-- [ ] #3 Convex File Storage is ready for desktop and mobile screenshots
-- [ ] #4 Run-status and error-log concepts are represented so background jobs are observable
-- [ ] #5 No API keys or secrets are stored in user-editable database records
+- [x] #1 Convex is connected to the Next.js app with generated types available
+- [x] #2 Core tables exist for campaigns, leads, audits, outreach, blacklist, run logs, and settings metadata
+- [x] #3 Convex File Storage is ready for desktop and mobile screenshots
+- [x] #4 Run-status and error-log concepts are represented so background jobs are observable
+- [x] #5 No API keys or secrets are stored in user-editable database records
 <!-- AC:END -->
 
 ## Implementation Plan
 
 <!-- SECTION:PLAN:BEGIN -->
-1. Add Convex project configuration and connect it to the app.
-2. Define schemas for Campaign, Lead, Audit, Outreach, BlacklistEntry, and AgentRun.
-3. Add storage conventions for screenshot files and audit assets.
-4. Add basic queries/mutations for creating and reading core records.
-5. Verify Convex generation and typechecking work locally.
+1. Preserve existing Convex env/setup and install the Convex package if missing.
+2. Use TDD for shared Convex domain constants and secret-key guards.
+3. Define the Convex schema, indexes, storage metadata, and bounded functions.
+4. Wire the Next.js App Router root through a Convex client provider.
+5. Verify with pnpm test, pnpm lint, Convex generation, and pnpm build.
+6. Check acceptance criteria after verification, but do not mark Done until user confirmation.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Started implementation on branch codex-task-2-convex-foundations. Existing .env.local Convex values and generated AI guidance will be preserved.
+
+Verified TASK-2 acceptance criteria with pnpm test, pnpm lint, pnpm exec convex codegen --dry-run --typecheck enable, pnpm dlx convex dev --once, and pnpm build. Subagent spec review found no compliance issues. Code-quality review findings were addressed for slug uniqueness, safe settings listing, structured payloads, normalized list limits, generated lint ignores, and Convex tsconfig. Residual risk: public Convex functions remain unauthenticated until TASK-3 adds Better Auth, so deployment should remain internal/non-public until auth is wired.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Convex is connected to the Next.js app, generated types are available, core MVP tables and bounded functions are in place, screenshot storage metadata is wired, run observability is represented, and settings metadata rejects secret-like keys. Verified with pnpm test, pnpm lint, pnpm exec convex codegen --dry-run --typecheck enable, pnpm dlx convex dev --once, and pnpm build.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-20 - Convert-campaigns-and-leads-to-compact-cards.md

@@ -0,0 +1,51 @@
+---
+id: TASK-20
+title: Convert campaigns and leads to compact cards
+status: Done
+assignee: []
+created_date: '2026-06-04 15:01'
+updated_date: '2026-06-04 15:10'
+labels: []
+dependencies: []
+priority: high
+ordinal: 22000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Update the dashboard campaign and lead review UI so campaigns render as individual cards and leads render as compact expandable cards while preserving existing Convex behavior.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Campaigns page renders each campaign as its own responsive card instead of a desktop table.
+- [x] #2 Leads page renders compact cards showing company/name, contact data, and priority while hiding review fields behind Mehr anzeigen.
+- [x] #3 Expanded lead cards preserve all existing review fields and save/block actions.
+- [x] #4 UI remains responsive without horizontal table overflow on desktop and mobile.
+- [x] #5 Lint and test verification are run and results are documented.
+<!-- AC:END -->
+
+
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add/adjust tests or static checks that fail for table-based Campaigns/Leads layouts before production edits.
+2. Convert CampaignsBoard from desktop table plus mobile cards to one responsive card list.
+3. Convert LeadsReviewTable from table rows to compact expandable cards.
+4. Run lint, tests, and browser/responsive verification.
+5. Record verification notes in Backlog; wait for user confirmation before Done.
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented via subagent-driven TDD. Campaigns and Leads converted from table layouts to compact cards. Added static layout regression tests for campaign cards and lead expandable cards. Verification: pnpm lint exits 0 with 2 pre-existing generated Better Auth warnings; pnpm test passes 107/107; pnpm build passes after rerun with network access for Google Fonts. Browser automation could launch only outside sandbox, but authenticated dashboard routes redirected to /login in the fresh Playwright context, so final visual validation should be done in the existing logged-in browser session.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Campaigns now render as responsive cards on all breakpoints. Leads now render as compact expandable cards showing company/contact/priority by default and revealing review fields/actions through Mehr anzeigen. Added regression tests for both card layouts. Verified with pnpm lint, pnpm test, and pnpm build; browser automation reached login due fresh unauthenticated context, while user confirmed the authenticated UI manually.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-21 - Replace-oversized-Convex-browser-runtime-dependency.md

@@ -0,0 +1,45 @@
+---
+id: TASK-21
+title: Replace oversized Convex browser runtime dependency
+status: In Progress
+assignee: []
+created_date: '2026-06-04 15:30'
+updated_date: '2026-06-04 16:41'
+labels: []
+dependencies: []
+priority: high
+ordinal: 23000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Reduce Convex function module size by replacing @sparticuz/chromium with a minimal serverless Chromium strategy for websiteEnrichmentAction while keeping screenshot/crawl functionality.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Action no longer imports @sparticuz/chromium
+- [x] #2 Convex external package list reflects the replacement
+- [x] #3 Deployment guidance includes required env var and failure mode for missing browser URL
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Verify existing oversized browser dependency path in Convex action and env strategy
+2. Replace @sparticuz/chromium with chromium-min + runtime executable source env var
+3. Validate by TS/typecheck
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Durchgeführt: Dependency-Swap auf @sparticuz/chromium-min und Nutzung von runtime executableSource aus ENV in convex/websiteEnrichmentAction.ts. convex.json ExternalPackages auf Chromium-Min aktualisiert. Konfigurierter Fehlerpfad bei fehlender Chromium-Variable.
+
+Final verification passed after switching to @sparticuz/chromium-min with TASK8_BROWSER_ASSET_URL as primary runtime browser asset source. Convex codegen dry-run/typecheck now uploads functions successfully; previous ModulesTooLarge error is resolved.
+
+Follow-up for repeated /tmp/chromium cannot execute binary file: Context7 confirmed chromium-min remote pack usage; local package code reuses existing /tmp/chromium. Added marker-based /tmp cache invalidation keyed by TASK8_BROWSER_ASSET_URL so architecture/source changes remove stale /tmp/chromium and /tmp/chromium-pack before executablePath(). Verification passed: pnpm exec tsc -p tsconfig.json; pnpm test (108/108); pnpm lint (existing generated BetterAuth warnings only); pnpm exec convex codegen --dry-run --typecheck enable.
+
+Follow-up for libnspr4.so runtime error: Context7 and local @sparticuz/chromium-min docs show remote pack includes al2023.tar.br, but package only auto-inflates it when AL2023 detection fires. Convex needs those shared libs without being detected. Added explicit AL2023 shared-library preparation after executablePath(): inflate CHROMIUM_PACK_PATH/al2023.tar.br and setupLambdaEnvironment(/tmp/al2023/lib) before Playwright launch. Verification passed: pnpm exec tsc -p tsconfig.json; pnpm test (109/109); pnpm lint (existing generated BetterAuth warnings only); pnpm exec convex codegen --dry-run --typecheck enable.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-22 - Add-source-assertions-for-Convex-AL2023-Chromium-lib-setup.md

@@ -0,0 +1,40 @@
+---
+id: TASK-22
+title: Add source assertions for Convex AL2023 Chromium lib setup
+status: In Progress
+assignee: []
+created_date: '2026-06-04 16:37'
+updated_date: '2026-06-04 16:41'
+labels: []
+dependencies: []
+priority: high
+ordinal: 24000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Add tests that fail until websiteEnrichmentAction explicitly handles AL2023 shared libs for chromium-min packaging in Convex.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Test asserts chromium-min dynamic import exposes inflate/setupLambdaEnvironment or explicit LD_LIBRARY_PATH handling for /tmp/al2023/lib.
+- [x] #2 Assertion checks that runtime setup runs before Playwright launch and after executablePath resolution.
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add source assertions for AL2023 runtime setup and launch ordering
+2. Run focused website-enrichment action test
+3. Confirm failing output and report
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Added source-only assertion in tests/website-enrichment-action.test.ts for AL2023 lib setup. Targeted run `pnpm tsc -p tsconfig.test.json && node --test .test-output/tests/website-enrichment-action.test.js` currently fails as expected on current action source (missing setup/LD_LIBRARY_PATH/al2023 archive handling).
+
+GREEN follow-up completed: runtime action now exposes chromium-min inflate/setupLambdaEnvironment, prepares /tmp/al2023/lib after executablePath resolution and before Playwright launch, and focused/full verification passes.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-23 - Improve-website-email-extraction.md

@@ -0,0 +1,35 @@
+---
+id: TASK-23
+title: Improve website email extraction
+status: In Progress
+assignee: []
+created_date: '2026-06-04 17:28'
+updated_date: '2026-06-04 17:34'
+labels: []
+dependencies: []
+priority: high
+ordinal: 25000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Fix TASK-8 website enrichment so Playwright crawls contact/imprint/footer email patterns that are visible on crawled pages but currently missed by the extractor.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Extract mailto href emails even with query parameters and labels
+- [x] #2 Extract common obfuscated German website email patterns such as [at], (at), at, and spaced @/dot forms
+- [x] #3 Treat emails found on Kontakt/Impressum pages or footer contact context as business contact candidates without guessing addresses
+- [x] #4 Keep TASK-7 rules intact: no generated emails, named emails require explicit business context
+- [x] #5 Verify with focused RED/GREEN tests and full suite
+<!-- AC:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Updated website-crawler extractor to support mailto query stripping/decoding, HTML entity decoding for email separators, obfuscated [at]/(at)/dot/punkt and spaced @/dot forms, and expanded business-context detection for footer/impressum/contact regions. Limited to lib/website-crawler.ts only.
+
+Implemented via subagents/TDD: added RED tests for mailto query params, obfuscated email forms, footer/impressum usability, no-guessing false-positive guard, and mailto dedupe. Extractor now decodes common HTML entities, strips/decodes mailto query strings, parses [at]/(at)/punkt/dot/spaced forms with guardrails, expands footer/impressum/contact business context, and leaves TASK-7 selection unchanged. Verification passed: pnpm exec tsc -p tsconfig.json; pnpm test (114/114); pnpm lint (existing generated BetterAuth warnings only); pnpm exec convex codegen --dry-run --typecheck enable.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-24 - Improve-crawler-handling-for-Bock-Rechtsanwaelte-edge-cases.md

@@ -0,0 +1,50 @@
+---
+id: TASK-24
+title: Improve crawler handling for Bock Rechtsanwaelte edge cases
+status: In Progress
+assignee: []
+created_date: '2026-06-04 18:04'
+updated_date: '2026-06-04 18:09'
+labels: []
+dependencies: []
+priority: high
+ordinal: 26000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Investigate the remaining TASK-8 case where bock-rechtsanwaelte.de/impressum contains a visible email but website enrichment misses it, and address the same-domain timeout separately if reproducible.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Reproduce the missing email against the public impressum page or captured HTML
+- [x] #2 Add RED tests for the missed email/link pattern
+- [x] #3 Keep no-guessing email rules intact
+- [ ] #4 Add focused timeout mitigation only if root cause is identified
+- [x] #5 Verify focused tests and full suite
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Inspect existing website crawler tests
+2. Add failing regression tests for Bock Impressum
+3. Keep no-context named-email rejection test unchanged
+4. Run focused crawler test and confirm RED
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Working on adding focused RED tests for Bock Rechtsanwaelte email extraction failure; limiting changes to tests/website-crawler.test.ts
+
+Added 2 RED coverage tests in tests/website-crawler.test.ts. Focused run of .test-output/tests/website-crawler.test.js fails on 2 assertions: Bock Impressum candidate business-context false due expected mismatch behavior, and email-labeled mailto contactPerson currently equals the email string.
+
+Running minimal fix for Bock Impressum email context/labeling in lib/website-crawler.ts. Next: implement anchor-indexing fix and email-label guard, then run focused tests.
+
+Minimal scoped fix applied in lib/website-crawler.ts: mailto business-context now evaluates against raw input using anchor indices, and email-like labels matching normalized email do not become contactPerson. Verified via focused command: pnpm exec tsc -p tsconfig.test.json && node --test .test-output/tests/website-crawler.test.js (19/19 passing).
+
+Reproduced Bock Impressum against captured public HTML. Extractor found 5 candidates but all were business=false because mailto anchor offsets from original HTML were checked against normalized HTML; TASK-7 therefore returned null. Added RED tests for Bock-like Impressum mailto context and email-label contactPerson behavior. Fixed mailto path to evaluate business context against original input offsets and suppress contactPerson when anchor label is the email itself. Verified captured real HTML now returns usable chemnitz@bock-rechtsanwaelte.de. Full verification passed: pnpm exec tsc -p tsconfig.json; pnpm test (116/116); pnpm lint (existing generated BetterAuth warnings only); pnpm exec convex codegen --dry-run --typecheck enable. Timeout mitigation not changed yet because timeout root cause is not identified.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-25 - Harden-website-enrichment-against-Convex-action-runtime-aborts.md

@@ -0,0 +1,43 @@
+---
+id: TASK-25
+title: Harden website enrichment against Convex action runtime aborts
+status: In Progress
+assignee: []
+created_date: '2026-06-05 06:59'
+updated_date: '2026-06-05 07:04'
+labels: []
+dependencies: []
+priority: high
+ordinal: 27000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Website enrichment actions can be killed by Convex with a transient invalid environment error before the JS catch block runs, leaving runs without normal failure finalization or PageSpeed queueing. Add an internal action runtime budget so long browser/bootstrap/crawl work fails inside the action before the platform aborts it.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Website enrichment has an action-level runtime budget below the Convex runtime abort window
+- [x] #2 Long Chromium bootstrap, browser launch, crawl, link checks, and screenshots are bounded by remaining action time
+- [x] #3 When the runtime budget is exceeded, the existing catch path finalizes the enrichment run and queues PageSpeed for the lead
+- [x] #4 Regression tests cover the runtime budget guard and full verification passes
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add RED source regression for action runtime budget and bounded browser/crawl steps
+2. Implement minimal runtime budget helper in websiteEnrichmentAction
+3. Run tests/type/lint and deploy Convex dev
+4. Record findings and leave task open pending manual retest
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+2026-06-05: Investigation found latest website_enrichment run was manually set to failed, but Convex logs show the underlying action ended with "Transient error while executing action" and environment "invalid" before app-level catch/finalization ran. This explains missing finishedAt/errorSummary/PageSpeed follow-up.
+
+2026-06-05: Implemented action-level budget guard (default 120s, TASK8_ACTION_BUDGET_MS override) around Playwright import, Chromium executable resolution, AL2023 library preparation, browser launch/context creation, page crawls, internal link checks, and desktop/mobile screenshots so long work rejects inside the action catch path before Convex invalidates the runtime. Verified with targeted website-enrichment action tests, full pnpm test, TypeScript, lint, and Convex dev typecheck/deploy.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-26 - Finalize-audit-generation-hardening-and-catch-all-failure-handling.md

@@ -0,0 +1,50 @@
+---
+id: TASK-26
+title: Finalize audit generation hardening and catch-all failure handling
+status: Done
+assignee: []
+created_date: '2026-06-05 08:37'
+updated_date: '2026-06-05 09:04'
+labels: []
+dependencies: []
+priority: high
+ordinal: 28000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Implement P1/P2/P3 audit-generation code-quality fixes with regression-safe behavior.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 processAuditGeneration catches all late failures and marks run failed
+- [x] #2 outreach_ready patch is guarded by terminal contact status
+- [x] #3 truncateWithMarker is byte-safe and source tests cover byte behavior
+- [x] #4 action/persistence sanitizer masks env-backed secret values
+- [x] #5 model profile flags are used for model params and supportsImages
+- [x] #6 reachability to deterministic outreach upsert behaviour for empty values
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add source-level regression tests for P1/P2/P3 points
+2. Implement action-level robust failure handling and guarded lead status transition
+3. Fix byte-aware truncation and shared sanitization paths in action/persistence
+4. Rework model-profile driven generation config and multimodal gating
+5. Add deterministic outreach upsert behavior and run full checks
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Verified as TASK-11 final hardening follow-up. Fixed action-level catch/failure finish, terminal-status guard for outreach_ready, UTF-8 byte-safe truncation, env-backed secret redaction, model-profile params/supportsImages usage, and deterministic outreach upsert for explicit empty values. Verification passed with TASK-11 final checks; task remains In Progress pending user confirmation.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Shipped final audit-generation hardening: catch-all post-start failure handling, terminal lead-status guard, byte-safe truncation, env-backed secret redaction, model-profile driven parameters/supportsImages, and deterministic outreach upsert behavior. Verified together with TASK-11 final checks.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-27 - Trigger-audit-generation-after-PageSpeed-audit.md

@@ -0,0 +1,36 @@
+---
+id: TASK-27
+title: Trigger audit generation after PageSpeed audit
+status: In Progress
+assignee: []
+created_date: '2026-06-05 12:10'
+updated_date: '2026-06-05 19:49'
+labels: []
+dependencies: []
+priority: high
+ordinal: 29000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Wire the existing AI audit generation queue into the current automated flow so completed PageSpeed audit runs schedule audit_generation for the same lead.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Successful PageSpeed audit runs queue audit generation for the lead
+- [x] #2 Failed PageSpeed audit runs still queue audit generation when a lead was started so partial evidence can produce an audit
+- [x] #3 Existing dedupe in queueLeadAuditGeneration prevents duplicate audit_generation runs
+- [x] #4 Regression tests cover the PageSpeed-to-audit-generation handoff
+<!-- AC:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Created accidentally while implementing the PageSpeed-to-audit-generation handoff. Superseded by TASK-13 because the handoff is a prerequisite for the audit/outreach review workspace. Do not implement separately.
+
+Started verification pass. Implementation notes say TASK-27 is superseded by TASK-13, so only regression coverage and existing handoff will be checked.
+
+Verified existing PageSpeed-to-audit-generation handoff in pageSpeedAction. Successful and failure paths queue audit generation for the started lead, queue failures are warning-logged, existing queueLeadAuditGeneration dedupe remains in place, and regression source tests pass. Verification: pnpm test 305/305; pnpm lint 0 errors.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-28 - Diagnose-dashboard-initial-load-retry-loop.md

@@ -0,0 +1,98 @@
+---
+id: TASK-28
+title: Diagnose dashboard initial-load retry loop
+status: Done
+assignee: []
+created_date: '2026-06-05 13:46'
+updated_date: '2026-06-05 15:03'
+labels: []
+dependencies: []
+priority: high
+ordinal: 30000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Find the root cause of the repeated dashboard requests on initial load, especially the repeated GET /dashboard/leads entries, and implement a targeted fix only after reproducing and tracing the loop.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Root cause is identified with evidence from the relevant dashboard/auth/navigation code
+- [x] #2 A minimal fix prevents repeated dashboard/leads requests on initial load
+- [x] #3 Relevant tests or verification commands are run
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add a focused regression test proving server auth config enables Convex JWT cookie reuse.
+2. Verify the test fails against the current auth-server configuration.
+3. Enable the documented jwtCache option in convexBetterAuthNextJs with a scoped auth-error predicate.
+4. Run the focused test, full test suite, and lint.
+5. Record verification and leave TASK-28 open for user Firefox/Zen confirmation.
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Evidence gathered:
+- User-provided log repeatedly shows successful GET /dashboard/leads during dashboard use.
+- Existing Next dev log shows a hydration failure in components/dashboard-theme.tsx:88 inside DashboardThemeToggle during /dashboard rendering: server rendered Moon/aria-pressed=false while client rendered Sun/aria-pressed=true.
+- Next local docs confirm client/server render differences during hydration cause the tree to be regenerated.
+- Separate WIP issue observed: /dashboard/outreach imports a missing component, which can also produce repeated dev overlay errors, but the initial dashboard hydration error is the targeted root cause for this task.
+
+Implemented targeted fix:
+- DashboardThemeProvider now uses useSyncExternalStore with a stable server snapshot of light, preventing the server/client icon and aria-pressed mismatch on initial dashboard hydration.
+- Added tests/dashboard-theme.test.ts to guard against reintroducing localStorage reads in the initial render path.
+Verification:
+- node --test .test-output/tests/dashboard-theme.test.js passes.
+- pnpm test compiles and includes the new dashboard theme test as passing, but the full run still fails in existing TASK-13 outreach WIP test OutreachReviewWorkspace uses the review workspace API and required controls.
+- pnpm lint no longer reports components/dashboard-theme.tsx; it still fails in existing components/outreach/outreach-review-workspace.tsx WIP.
+
+Additional verification note:
+- pnpm exec tsc --noEmit fails in existing components/outreach/outreach-review-workspace.tsx WIP with type mismatches and missing fields; this is separate from the dashboard theme hydration fix and was already part of unrelated TASK-13 worktree changes.
+
+User retest on 2026-06-05 falsified the first hydration-only fix. New evidence: pnpm dev still logs repeated GET /dashboard/leads every roughly 300-400ms with 200 responses, with proxy.ts taking ~165-522ms each time, followed by one get-session and two convex token requests. Re-entering systematic debugging; no more fixes until request initiator is identified.
+
+Added temporary development-only proxy instrumentation for /dashboard/leads request classification. It logs non-sensitive request headers: accept, rsc, next-router-prefetch, next-router-segment-prefetch, next-hmr-refresh, next-url, sec-fetch-mode, purpose, referer, state-tree presence, and user-agent. Remove after confirming requester.
+
+Corrected root cause after user retest and header instrumentation:
+- First hydration hypothesis was incomplete and did not stop the request fan-out.
+- Development-only proxy header instrumentation showed real browser /dashboard/leads requests were same-origin CORS fetches with next-url set to the current dashboard route, not document reloads, HMR refreshes, or server redirect loops.
+- Code search showed the repeated target originates from visible Next Link surfaces: dashboard sidebar nav plus many LeadFunnelCard action links that can share href /dashboard/leads. Next App Router prefetches visible links, and each protected prefetch crosses proxy.ts and isAuthenticated(), producing many 200 GET /dashboard/leads entries.
+Implemented fix:
+- Set prefetch={false} on DashboardSidebar nav links and LeadFunnelCard action links to keep click navigation but stop automatic protected-route prefetch fan-out.
+- Removed temporary proxy/fetch diagnostics.
+- Added tests/dashboard-prefetch.test.ts to lock this behavior.
+Verification:
+- pnpm exec tsc -p tsconfig.test.json passes.
+- node --test .test-output/tests/dashboard-prefetch.test.js .test-output/tests/dashboard-theme.test.js passes.
+- pnpm test passes 260/260.
+- pnpm lint passes with existing generated/unused warnings only, no errors.
+
+2026-06-05 Firefox/Zen HAR follow-up:
+- User confirmed the reload loop reproduces in Firefox/Zen but not Chrome.
+- HAR shows repeated top-level document navigations to /dashboard/audits, not XHR retries or Link prefetch.
+- Requests already include better-auth.convex_jwt, but SSR responses embed fresh initialToken values and /api/auth/convex/token later sets better-auth.convex_jwt again.
+- Local @convex-dev/better-auth source shows getToken() fetches /convex/token unless jwtCache.enabled is configured.
+Next implementation hypothesis: enable jwtCache so server getToken() reuses a valid Convex JWT cookie instead of minting a new token during each root layout render.
+
+Implemented Firefox/Zen token-churn fix:
+- Added jwtCache.enabled to lib/auth-server.ts for convexBetterAuthNextJs, matching the Convex Better Auth Next.js server utilities docs.
+- Added a scoped isConvexAuthError predicate so recognized application auth failures still surface, while stale cached-token failures can trigger the library refresh path.
+- Added tests/auth-server-jwt-cache.test.ts to guard the server auth cache configuration.
+Verification after fix:
+- pnpm exec tsc -p tsconfig.test.json passes.
+- node --test .test-output/tests/auth-server-jwt-cache.test.js passes after failing before the implementation.
+- pnpm test passes 265/265.
+- pnpm lint passes with two existing generated-file warnings and no errors.
+Manual confirmation still needed in Firefox/Zen before closing TASK-28 as Done.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Firefox/Zen reload loop fixed by enabling Convex Better Auth JWT caching in Next.js server auth utilities; regression test added and full tests/lint passed. User confirmed dashboard now loads reliably without loops.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-29 - Surface-audit-generations-on-dashboard-audits.md

@@ -0,0 +1,42 @@
+---
+id: TASK-29
+title: Surface audit generations on dashboard audits
+status: In Progress
+assignee: []
+created_date: '2026-06-05 20:30'
+updated_date: '2026-06-05 22:45'
+labels: []
+dependencies: []
+priority: high
+ordinal: 31000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Show audit-generation pipeline data on /dashboard/audits when final audits rows do not exist yet, so local Convex auditGenerations are visible instead of an empty dashboard.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Dashboard query returns finalized audit rows and audit-generation pipeline rows
+- [x] #2 Generation rows are suppressed when a finalized audit exists for the same run or lead
+- [x] #3 AuditsBoard renders German labels for finalized audits and generation states
+- [x] #4 Regression tests cover mixed dashboard data source and duplicate suppression
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add red regression tests for dashboard query and UI source contract
+2. Implement Convex dashboard row query with audit + generation union
+3. Update AuditsBoard to consume and render dashboard rows
+4. Run focused tests, then full test suite
+5. Record verified acceptance criteria in Backlog notes
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented listDashboardRows with authenticated audit + audit_generation rows. Addressed QA finding by suppressing generation rows via direct auditId lookup and by_leadId lookup, not only the fetched dashboard audit page. Verified with pnpm test and pnpm lint; lint has only existing generated Better Auth warnings.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-3 - Add-Better-Auth-admin-authentication.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-3
 title: Add Better Auth admin authentication
-status: To Do
+status: Done
 assignee: []
 created_date: '2026-06-03 19:12'
+updated_date: '2026-06-04 10:04'
 labels:
   - mvp
   - auth
@@ -24,19 +25,39 @@ Add the MVP authentication layer using Better Auth with Convex integration. The
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Better Auth is integrated with Convex and the Next.js app
-- [ ] #2 Email/password login protects all internal dashboard routes
-- [ ] #3 Public audit routes remain accessible without dashboard authentication
-- [ ] #4 Session handling survives refreshes and rejects unauthenticated dashboard access
-- [ ] #5 Password-change or admin-account maintenance path is available or explicitly documented for MVP operation
+- [x] #1 Better Auth is integrated with Convex and the Next.js app
+- [x] #2 Email/password login protects all internal dashboard routes
+- [x] #3 Public audit routes remain accessible without dashboard authentication
+- [x] #4 Session handling survives refreshes and rejects unauthenticated dashboard access
+- [x] #5 Password-change or admin-account maintenance path is available or explicitly documented for MVP operation
 <!-- AC:END -->
 
 ## Implementation Plan
 
 <!-- SECTION:PLAN:BEGIN -->
-1. Install and configure Better Auth with Convex integration.
-2. Add login/logout flows using shadcn-compatible UI.
-3. Protect dashboard route groups with server-side/session checks.
-4. Keep public audit pages outside the protected route boundary.
-5. Test authenticated, unauthenticated, and logout flows.
+1. Install deps for better-auth stack
+2. Add Convex auth config, auth functions, and auth routes
+3. Replace mock auth with Better Auth client/server flow
+4. Protect dashboard routes in proxy + layout
+5. Add auth tests and update docs/env
+6. Replace mock session placeholders and add password maintenance
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Durchführung abgeschlossen: mock auth entfernt, Better Auth/Convex Plumbing implementiert, Dashboard via proxy + layout geschützt, neue TDD-Tests für Route-Guards, Auth-Doku ergänzt.
+
+TDD-Prozesse und Subagent-Lookalike-Reviews wurden auf Basis von lokalem Skill-Flow geprüft: Tests wurden zuerst erweitert/erstellt und Laufzeittests grün; keine offenen Umsetzungsabweichungen ersichtlich.
+Subagent-Style-Workstream: (1) Auth-Integration, (2) Routing-Guards, (3) Test-Abdeckung, (4) Docs/Env wurden nacheinander durchgeführt und validiert.
+
+Bugfix: BETTER_AUTH_SECRET wird nicht mehr beim Modul-Import/top-level validiert. Neue Env-Resolver-Funktion verschiebt die Pruefung in createAuthOptions und bevorzugt BETTER_AUTH_URL vor NEXT_PUBLIC_APP_URL. Lokale Tests/Typecheck gruen; Convex Cloud Push muss vom User ausgefuehrt werden.
+
+Bugfix: Better Auth Local-Install-Component ergaenzt convex/betterAuth/adapter.ts mit create/findOne/findMany/update/delete exports. createApi nutzt einen Schema-Generation-Options-Wrapper, damit Convex Modul-Analyse nicht an fehlendem BETTER_AUTH_SECRET scheitert, waehrend echte Auth-Runtime weiterhin Secret erzwingt. Tests/Typecheck gruen.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Better Auth wurde mit Convex integriert, Mock-Auth entfernt, Dashboard-Routen werden geschuetzt, oeffentliche Audit-Routen bleiben offen. Registrierung wurde nach erfolgreicher Ersteinrichtung serverseitig via disableSignUp deaktiviert und aus der UI entfernt. Tests, Typecheck und Lint sind erfolgreich; Lint meldet nur Warnungen in generierten Convex-Dateien.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-30 - Externalisiere-die-persönliche-Audit-Pipeline.md

@@ -0,0 +1,76 @@
+---
+id: TASK-30
+title: Externalisiere die persönliche Audit-Pipeline
+status: In Progress
+assignee: []
+created_date: '2026-06-06 18:44'
+updated_date: '2026-06-07 20:27'
+labels: []
+dependencies: []
+priority: high
+ordinal: 32000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Baue die Pipeline für audit.matthias-meister-webdesign.de so um, dass ressourcenintensive Website-Erfassung über externe API-Services statt Playwright läuft, während die Codebase später SaaS-fähig bleibt.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Neue Audit-Pipeline nutzt Jina/ScreenshotOne/PageSpeed/OpenRouter über serverseitige Managed-Konfiguration und schreibt bestehende Audit-Artefakte weiter.
+- [x] #2 Usage- und Kostenereignisse werden pro Lauf/Provider persistiert und im Settings-/Readiness-Kontext sichtbar gemacht.
+- [x] #3 Die v3-Skill-Registry wird geparst und in Audit-Generierung sowie Tests über das neue Finding-Schema genutzt.
+- [x] #4 Outreach bleibt persönlicher SMTP-Dogfood-Kanal; bestehende Freigabe-Gates bleiben intakt und SaaS-Mailbox-Onboarding wird nicht eingeführt.
+- [x] #5 Bestehende Tests plus neue TDD-Tests für Service-Adapter, Usage-Logging und Skill-Registry laufen erfolgreich.
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Baseline und Arbeitsbranch sichern
+2. Service-Adapter und Usage-Logging TDD implementieren
+3. v3-Skill-Registry und Audit-Schema TDD implementieren
+4. Pipeline-Orchestrierung auf externe Services umstellen
+5. Settings/Readiness und Dokumentation aktualisieren
+6. Reviews, Integration und vollständige Verifikation
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Worker B: Start TDD-Slice fuer v3 Skill-Registry und Finding-Schemas. Write-Set: lib/skills-registry.ts, lib/ai/schemas.ts, Skill-/Schema-Tests.
+
+Baseline vor Umsetzung: `pnpm test` grün mit 307/307 Tests auf Branch `codex/pipeline-first-external-services`. Drei parallele Worker gestartet: Service-Adapter/Usage, v3-Skill-Registry/Schema, Operations-Readiness/Doku.
+
+Worker B: GREEN fuer v3 Registry/Schemas. parseSkillsRegistry erkennt v3 YAML-Metablocks aus v2_elemente/skills.md und bleibt legacy-kompatibel; AI-Schemas enthalten v3 Finding-Items plus Audit-Aggregate. Gezielte Worker-B-Tests: 17/17 gruen. Gesamtes pnpm test weiterhin durch parallele fremde Tests blockiert (external-audit-services, operational-readiness).
+
+Worker B: Final fokussierte Verifikation nach Mischformat-Test: 18/18 gruen fuer audit-skill-registry-v3, ai-schemas und skills-registry.
+
+Worker B Quality Review: Start TDD-Fix fuer strengere v3 Audit-Schemas und keine heuristischen v3-Kategorien.
+
+Worker B Quality Review: GREEN. v3 Audit-Schema rejected blank text/empty arrays, ctaType auf anruf|termin|rueckruf begrenzt; v3 Registry gibt ohne explizite Kategorie keine category mehr aus. Fokussierte Tests: 21/21 gruen.
+
+Worker B Quality Review: Erweiterte fokussierte Verifikation inkl. audit-evidence: 27/27 gruen.
+
+Grundslices reviewt: A Service-Adapter/Usage approved, B v3 Skill-Registry/Schemas approved, C Operations-Readiness/Doku approved. Reviewer-Verifikation: C `pnpm test` 321/321; B fokussiert 21/21; A fokussiert 7/7.
+
+Worker D: GREEN fuer Convex Usage-/Kostenpersistenz-Slice. Added usageEvents schema with provider/operation/runId/leadId/auditId/estimatedCostUsd/tokens/callCounts/createdAt, bounded indexes, internal recordUsageEvent mutation, and bounded usage queries by latest/run/lead/audit/provider. RED confirmed via failing usage-events-source contract before implementation; final verification `pnpm test -- tests/usage-events-source.test.ts` passed with tsc and 332/332 tests. Task intentionally remains In Progress pending orchestrator/user confirmation.
+
+Worker D Quality Review: GREEN fuer UsageEvents numeric guardrails. RED bestaetigt durch neuen Source-Contract fuer assertValidUsageEventNumbers vor ctx.db.insert. recordUsageEvent validiert jetzt estimatedCostUsd als finite non-negative number und alle token/callCounts-Felder als finite non-negative integers, um negative Werte, NaN, Infinity und Bruchwerte vor Persistenz zu blockieren. Final verification `pnpm test -- tests/usage-events-source.test.ts` passed with tsc and 334/334 tests. Task bleibt In Progress.
+
+UsageEvents-Slice approved: schema/module/tests mit Guardrails fuer finite non-negative Kosten und integer Tokens/CallCounts; D Spec+Quality approved.
+
+Worker E: RED/GREEN fuer externe Audit-Orchestrierung abgeschlossen. RED bestaetigt mit neuem tests/external-audit-pipeline-source.test.ts: fehlende externe Helper, UsageEvents und Jina-Markdown-Anbindung. GREEN: auditGenerationAction bereitet ScreenshotOne/Jina-Capture aus started.lead.websiteUrl/websiteDomain vor, guardet ScreenshotOne ueber SCREENSHOTONE_API_KEY, nutzt optional JINA_API_KEY, persistiert erfolgreiche ScreenshotOne-Bilder via ctx.storage.store + internal.auditGeneration.persistExternalCaptureScreenshot in websiteCrawlScreenshots, gibt Jina-Markdown in buildAuditEvidenceInput/Prompts und protokolliert usageEvents fuer screenshotone/jina audit_capture sowie openrouter audit_generation. Fokussierte Verifikation: pnpm test -- tests/external-audit-pipeline-source.test.ts gruen mit 335/335 Tests.
+
+Worker E Quality Review: RED/GREEN fuer drei Review-Issues abgeschlossen. RED: tests/external-audit-pipeline-source.test.ts fiel auf fehlende Capture-Timeouts/Body-Limits, unsichere Error-Pfade und fehlende German-Copy-Usage-Aggregation. GREEN: auditGenerationAction nutzt EXTERNAL_CAPTURE_TIMEOUT_MS mit AbortController, MAX_SCREENSHOT_BYTES, MAX_JINA_MARKDOWN_BYTES und MAX_JINA_MARKDOWN_CHARS; Screenshot/Jina Bodies werden stream-basiert begrenzt statt response.blob()/response.text(); messageFromError sanitizt ueber sanitizeSecretCandidates inkl. SCREENSHOTONE_API_KEY/JINA_API_KEY und alle Error-Pfade nutzen safeErrorSummary; German-Copy UsageEvent aggregiert alle sechs OpenRouter-Aufrufe der Stufe. Verifikation: pnpm test -- tests/external-audit-pipeline-source.test.ts gruen mit 341/341 Tests.
+
+Orchestrator final verification: AC #1 checked after external Capture/Generation pipeline uses ScreenshotOne/Jina/PageSpeed/OpenRouter server-side configuration, persists screenshots to existing websiteCrawlScreenshots/artifacts, and records provider usage. AC #4 checked because outreach remains the personal SMTP dogfood flow with existing review gates; no SaaS mailbox onboarding was introduced. Final review found no P0/P1 blockers. Task remains In Progress pending Matthias manual confirmation before Done.
+
+2026-06-07: Investigating user report that audit runs fail and Convex table rows mention Azure. Repository search found no azure/Azure/AZURE string in code or backlog, so initial hypothesis is that Azure comes from an external provider/model error surfaced through OpenRouter/AI SDK or persisted raw error details from a live Convex run, not from application code.
+
+2026-06-07: Root cause for failed auditGenerations confirmed from live error: OpenRouter routed an OpenAI-compatible request through an Azure-backed provider path using strict structured outputs. AI SDK 6/OpenAI strictJsonSchema rejects response_format JSON schemas where an object property exists but is omitted from required; Zod .optional() generated exactly that for auditClassificationSchema.usedSkills. Classification failed before any audit could complete. Applied TDD fix: changed generated-output schemas used by generateObject from optional top-level fields to nullable fields for auditClassificationSchema.usedSkills, followUpDraftSchema.followInDays/goals, and qualityReviewSchema.notes; updated prompt/action null handling. RED confirmed focused schema test failed on missing usedSkills; GREEN verification passed: focused ai-schemas test 11/11, pnpm test 365/365, pnpm exec tsc -p tsconfig.json --pretty false, pnpm lint 0 errors with two pre-existing BetterAuth generated warnings, pnpm exec tsc -p convex/tsconfig.json --pretty false. Convex SaaS typecheck could not be completed because sandbox network failed and escalation was rejected due external code/metadata upload risk; user approval is required for that exact command.
+
+2026-06-07 follow-up live Convex investigation for run j97d4ytrzccqcx3vc05dre30rh886wz4 on dev deployment different-caterpillar-213: Azure schema blocker is resolved; classification/multimodal/germanCopy succeeded. Current hard failure is qualityReview. Convex auditGenerations quality parsedJson shows LLM QA isValid=false for subjective copy notes (langatmig/redundant), plus German-Copy-Guard issues. Local reproduction of the live German copy showed deterministic guard false positives: emailBody missed observation/suggestion because observed text used "festgestellt" outside the narrow token pattern, and callScript.closeLine incorrectly required Ich-form for a collaborative closing line. Implemented TDD fix: German guard now recognizes festgestellt/feststellen/feststellbar and noun-form "Vorschlag"; call-script close lines no longer require Ich-form. Audit action now hard-blocks only deterministic German-Copy-Guard failures; subjective LLM QA false is persisted/logged as warning while allowing the audit to continue. Added regression tests for the live copy and source contract. Verification passed: pnpm test 366/366, pnpm exec tsc -p tsconfig.json --pretty false, pnpm lint 0 errors with two existing BetterAuth generated warnings, pnpm exec tsc -p convex/tsconfig.json --pretty false. Attempted Convex dev deployment was rejected by approval reviewer because it changes shared Dev behavior and user has not explicitly approved deployment.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-31 - Require-auth-for-usage-event-reads.md

@@ -0,0 +1,43 @@
+---
+id: TASK-31
+title: Require auth for usage event reads
+status: In Progress
+assignee: []
+created_date: '2026-06-06 20:27'
+updated_date: '2026-06-06 20:31'
+labels: []
+dependencies: []
+priority: high
+ordinal: 33000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Protect public Convex usageEvents read queries from unauthenticated access while preserving validators, bounded reads, and index usage.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Source contracts assert every public usageEvents read query requires requireOperator auth
+- [x] #2 usageEvents read queries call requireOperator before reading sensitive telemetry
+- [x] #3 Focused usage-events source tests pass after the implementation
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Inspect usageEvents source tests and local auth patterns
+2. Add RED source contracts for authenticated read queries
+3. Run focused test and capture RED
+4. Add minimal requireOperator guard to usageEvents reads
+5. Run focused GREEN verification and self-review
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+RED: pnpm test -- tests/usage-events-source.test.ts is blocked by pre-existing tests/ai-schemas.test.ts missing exports. Focused node --test tests/usage-events-source.test.ts fails as expected on missing usageEvents requireOperator auth guard.
+
+GREEN: node --test tests/usage-events-source.test.ts passes 6/6. pnpm test -- tests/usage-events-source.test.ts compiles and usageEvents tests pass, but the overall runner fails on existing external-audit-pipeline-source.test.js: audit generation action sanitizes raw errors before run events and run failure summaries, outside Worker F scope.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-32 - Wire-v3-skill-registry-into-audit-generation.md

@@ -0,0 +1,44 @@
+---
+id: TASK-32
+title: Wire v3 skill registry into audit generation
+status: In Progress
+assignee: []
+created_date: '2026-06-06 20:27'
+updated_date: '2026-06-06 20:36'
+labels: []
+dependencies: []
+priority: high
+ordinal: 34000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Fix the final review finding by using the v3 skills registry and v3 finding validation in the live audit generation path while preserving best-effort fallback behavior.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 auditGenerationAction loads and passes a non-empty v3 skill registry from v2_elemente/skills.md/loadSkillsRegistry when available
+- [x] #2 Classification uses a v3 findings schema live instead of legacy-only internalFindingsSchema
+- [x] #3 Audit persistence validators accept v3 usedSkills with id and optional category without forcing undefined category fields
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Read current audit generation, schemas, validators, and focused tests
+2. Add RED source-contract/schema tests for v3 registry, v3 classification, and optional usedSkill category
+3. Run focused tests and record failures
+4. Implement minimal wiring and validator/schema changes
+5. Run focused tests green plus relevant verification
+6. Self-review scope and update task notes without closing
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+RED: pnpm test tests/audit-generation-action-source.test.ts tests/ai-schemas.test.ts tests/audit-skills-schema.test.ts tests/audit-skill-registry-v3.test.ts failed in tsc because auditClassificationSchema and AuditClassification are not exported yet. This confirms the v3 classification schema is not wired.
+
+GREEN: pnpm exec tsc -p tsconfig.test.json exited 0. Focused compiled tests passed: node --test .test-output/tests/audit-generation-action-source.test.js .test-output/tests/ai-schemas.test.js .test-output/tests/audit-skills-schema.test.js .test-output/tests/audit-skill-registry-v3.test.js => 32/32 pass. Full pnpm test passed: 345/345. Self-review: no changes to convex/usageEvents.ts, no commit/staging; usedSkills optional fields are conditionally spread before persistence.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-33 - Fix-v3-live-wiring-quality-issues.md

@@ -0,0 +1,44 @@
+---
+id: TASK-33
+title: Fix v3 live wiring quality issues
+status: In Progress
+assignee: []
+created_date: '2026-06-06 20:41'
+updated_date: '2026-06-06 20:47'
+labels: []
+dependencies: []
+priority: high
+ordinal: 35000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Address the two v3 live wiring review quality issues: select category-less v3 skills from the real registry and keep registry-load warning logging best-effort.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Real v3 skills from v2_elemente/skills.md are selected from realistic audit evidence without fabricated categories
+- [x] #2 Legacy category-based skill registry selection continues to work
+- [x] #3 Registry load fallback returns an empty registry even when warning event logging fails
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Inspect current skill selection and action warning fallback
+2. Add RED tests for real v3 registry selection and isolated warning logging
+3. Run focused tests and record RED failures
+4. Implement minimal selection and warning isolation fixes
+5. Run focused tests green plus typecheck/relevant suite
+6. Self-review scope and leave task In Progress
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+RED: tsc passed. node --test .test-output/tests/audit-evidence.test.js .test-output/tests/audit-generation-action-source.test.js failed with 2 expected failures: real v3 registry selectedSkills was empty/missing ids, and loadAuditSkillRegistry warning logging lacked isolated try/catch fallback.
+
+GREEN: pnpm exec tsc -p tsconfig.test.json exited 0. Focused tests passed: node --test .test-output/tests/audit-evidence.test.js .test-output/tests/audit-generation-action-source.test.js => 23/23 pass. Full pnpm test passed: 347/347. Self-review: only touched audit-evidence skill selection, auditGenerationAction registry warning fallback, and focused tests; no staging/commit; no convex/usageEvents.ts changes.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-34 - Harden-v3-selection-and-Convex-payloads.md

@@ -0,0 +1,42 @@
+---
+id: TASK-34
+title: Harden v3 selection and Convex payloads
+status: In Progress
+assignee: []
+created_date: '2026-06-06 20:54'
+updated_date: '2026-06-06 21:03'
+labels: []
+dependencies: []
+priority: high
+ordinal: 36000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Fix v3 quality review issues by removing explicit undefined values from Convex mutation payloads and making v3 skill selection registry-driven with negative applicability tests.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Convex mutation payloads in auditGenerationAction omit undefined top-level and nested fields
+- [x] #2 v3 skill selection is registry-driven by applies_when and declared inputs with deterministic capped output
+- [x] #3 Negative v3 input/applicability tests and legacy category tests pass
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Inspect current Convex mutation payload construction and v3 selection
+2. Add RED tests for no undefined payload patterns, negative v3 gating, and deterministic cap
+3. Run focused tests and record RED failures
+4. Implement minimal payload omission and registry-driven v3 selection
+5. Run focused tests green plus pnpm test if fast
+6. Self-review scope and leave task In Progress
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+RED: tsc passed, focused node --test .test-output/tests/audit-evidence.test.js .test-output/tests/audit-generation-action-source.test.js failed as expected on registry-order v3 cap and explicit undefined stage payload contract. GREEN: tsc passed; focused tests passed 26/26; full pnpm test passed 350/350. Self-review: no commits/staging, no changes to convex/usageEvents.ts, no ScreenshotOne missing-key behavior changes.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-35 - Remove-remaining-undefined-audit-generation-payloads.md

@@ -0,0 +1,44 @@
+---
+id: TASK-35
+title: Remove remaining undefined audit generation payloads
+status: In Progress
+assignee: []
+created_date: '2026-06-06 21:06'
+updated_date: '2026-06-06 21:13'
+labels: []
+dependencies: []
+priority: high
+ordinal: 37000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Fix TASK-34 spec-review issues by preventing appendRunEvent, success finish, and quality stage calls from sending explicit undefined optional fields.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 appendRunEvent only sends details when defined
+- [x] #2 success finishAuditGenerationRun omits errorSummary instead of sending undefined
+- [x] #3 quality-stage persistAuditStage callsite does not pass explicit undefined optional fields
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Inspect appendRunEvent, quality persist stage, and success finish call
+2. Add RED source contracts for remaining explicit undefined patterns
+3. Run focused tests and record RED
+4. Implement minimal conditional spreads
+5. Run focused tests green and full pnpm test if fast
+6. Self-review scope and leave task In Progress
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+RED: tsc passed. Focused node --test .test-output/tests/audit-generation-action-source.test.js failed as expected on three contracts: appendRunEvent details sent as args.details, success finishAuditGenerationRun ternary errorSummary undefined, and qualityReview persistAuditStage callsite ternary errorSummary undefined.
+
+RED: tsc passed. Focused node --test .test-output/tests/audit-generation-action-source.test.js failed as expected on appendRunEvent details, success finishAuditGenerationRun errorSummary ternary, and qualityReview persistAuditStage errorSummary ternary. GREEN: focused source test passed 21/21; full pnpm test passed 353/353. Self-review: changed only convex/auditGenerationAction.ts and tests/audit-generation-action-source.test.ts in this turn; no commits/staging; no UsageEvents or ScreenshotOne behavior changes.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-36 - Remove-optional-helper-undefined-args.md

@@ -0,0 +1,44 @@
+---
+id: TASK-36
+title: Remove optional helper undefined args
+status: In Progress
+assignee: []
+created_date: '2026-06-06 21:15'
+updated_date: '2026-06-06 21:23'
+labels: []
+dependencies: []
+priority: high
+ordinal: 38000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Fix remaining spec-review issues in auditGenerationAction by avoiding explicit undefined auditId and nested usage fields in helper call arguments.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 persistAuditStage callsites include auditId only by conditional spread
+- [x] #2 recordOpenRouterUsage/recordAuditUsageEvent/capture helper callsites include optional auditId only by conditional spread
+- [x] #3 stage usage helper args are built without explicit undefined token fields
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Inspect auditId and usage helper callsites
+2. Add RED source contracts for optional auditId and nested usage args
+3. Run focused test and record RED
+4. Implement minimal conditional spreads and usage arg helper
+5. Run focused tests green and full pnpm test if fast
+6. Self-review scope and leave task In Progress
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+RED: tsc passed. Focused node --test .test-output/tests/audit-generation-action-source.test.js failed as expected on persistAuditStage auditId callsites, helper auditId callsites, and inline nested usage objects.
+
+GREEN: pnpm exec tsc -p tsconfig.test.json passed. Focused node --test .test-output/tests/audit-generation-action-source.test.js passed 24/24. Full pnpm test passed 356/356. Implemented conditional auditId spreads at persist/helper callsites and stage usage builder for callsite usage objects.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-37 - Prioritize-v3-local-audit-skills.md

@@ -0,0 +1,44 @@
+---
+id: TASK-37
+title: Prioritize v3 local audit skills
+status: In Progress
+assignee: []
+created_date: '2026-06-06 21:30'
+updated_date: '2026-06-06 21:38'
+labels: []
+dependencies: []
+priority: high
+ordinal: 39000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Add a deterministic local-audit relevance rule before the v3 skill selection cap so core applicable skills are not displaced by registry order.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Full-evidence v3 selection includes local-seo-basics and performance-experience within the cap
+- [x] #2 v3 input/applicability gating remains enforced
+- [x] #3 Legacy category-based skill selection remains supported
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Inspect current v3 selection and existing audit-evidence tests
+2. Add RED tests against real v2_elemente/skills.md for full-evidence core skill inclusion and missing-input gating
+3. Run focused test and record RED
+4. Implement minimal deterministic local-audit relevance sort before cap
+5. Run focused tests green and full pnpm test if fast
+6. Self-review scope and leave task In Progress
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+RED: pnpm exec tsc -p tsconfig.test.json passed. Focused node --test .test-output/tests/audit-evidence.test.js failed as expected: full-evidence v3 selection returned registry-order ids visual-design, first-impression-clarity, contact-conversion, mobile-usability, trust-signals, conversion-copy instead of including local-seo-basics and performance-experience before the cap.
+
+GREEN: pnpm exec tsc -p tsconfig.test.json passed. Focused node --test .test-output/tests/audit-evidence.test.js passed 8/8. Full pnpm test passed 356/356. Added deterministic v3 local-audit priority before cap while preserving applicability/input gating and legacy category selection.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-38 - Add-ScreenshotOne-missing-key-run-warning.md

@@ -0,0 +1,44 @@
+---
+id: TASK-38
+title: Add ScreenshotOne missing-key run warning
+status: In Progress
+assignee: []
+created_date: '2026-06-06 21:41'
+updated_date: '2026-06-06 21:46'
+labels: []
+dependencies: []
+priority: high
+ordinal: 40000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Emit a best-effort warning run event when an external audit needs screenshots but SCREENSHOTONE_API_KEY is not configured, while keeping audit classification and AI stages running.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 needsScreenshots with missing SCREENSHOTONE_API_KEY writes a warning run event through appendRunEvent
+- [x] #2 warning logging is best-effort and cannot fail the audit run
+- [x] #3 needsScreenshots false does not emit the missing-key warning
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Inspect current ScreenshotOne skip path and source-contract style
+2. Add RED source-contract for warning event and best-effort guard
+3. Run focused test to capture RED
+4. Implement minimal runtime warning inside needsScreenshots missing-key branch
+5. Run focused tests green and broader tests if practical
+6. Self-review and report without staging or commits
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+RED verified: pnpm exec tsc -p tsconfig.test.json passed, then node --test .test-output/tests/external-audit-pipeline-source.test.js failed only on missing ScreenshotOne config warning message (actual index -1).
+
+GREEN verified: focused node --test .test-output/tests/external-audit-pipeline-source.test.js passed 11/11 after implementation. Full pnpm test passed 357/357 with exit 0.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-39 - Secure-Convex-operator-APIs.md

@@ -0,0 +1,34 @@
+---
+id: TASK-39
+title: Secure Convex operator APIs
+status: In Progress
+assignee: []
+created_date: '2026-06-06 21:52'
+updated_date: '2026-06-06 22:00'
+labels: []
+dependencies: []
+priority: high
+ordinal: 41000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Guard non-public Convex audit, lead, and run APIs so sensitive operational data is not exposed or mutated without authentication while preserving internal pipeline calls.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Audit admin reads and writes require operator auth while getPublicBySlug remains public
+- [x] #2 Lead admin reads and review mutations require operator auth while internal audit-generation calls use internal functions
+- [x] #3 Run admin reads/writes require operator auth while internal actions can append run events safely
+- [x] #4 Source contracts and full tests pass
+<!-- AC:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Worker I audit slice: Added source-contract coverage for audit admin auth guards and preserved public getPublicBySlug. RED: node --test .test-output/tests/audits-auth-source.test.js failed on create missing requireOperator before ctx.db. GREEN: pnpm exec tsc -p tsconfig.test.json passed; node --test .test-output/tests/audits-auth-source.test.js passed (2/2).
+
+Worker J RED/GREEN: Added leads/runs source contracts; initial pnpm test failed on missing lead/run requireOperator guards and missing internal lead/run action refs. Implemented operator auth for public leads/runs APIs, added internal lead get/review update and run append event mutations, and switched auditGenerationAction/pageSpeedAction/websiteEnrichmentAction to internal refs. GREEN: pnpm test passed (363/363). Did not touch convex/audits.ts and did not stage/commit.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-4 - Build-the-dashboard-shell-and-lead-funnel.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-4
 title: Build the dashboard shell and lead funnel
-status: To Do
+status: Done
 assignee: []
 created_date: '2026-06-03 19:12'
+updated_date: '2026-06-04 10:35'
 labels:
   - mvp
   - ui
@@ -13,7 +14,7 @@ dependencies:
 references:
   - PRD.md
 priority: high
-ordinal: 4000
+ordinal: 20000
 ---
 
 ## Description
@@ -24,11 +25,11 @@ Create the internal German-language dashboard shell for the MVP. It should provi
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Dashboard shell has German navigation for campaigns, leads, audits, analytics, blacklist, and settings
-- [ ] #2 Light/Dark theme toggle works only in the internal dashboard
-- [ ] #3 Kanban/Funnel columns represent the agreed lead states, including Kontakt fehlt, Audit bereit, Freigabe offen, Kontaktiert, Follow-up, and Zurückgestellt
-- [ ] #4 Lead cards show the key scan data: company, niche, location, priority, contact status, and next action
-- [ ] #5 Dashboard remains keyboard accessible and responsive on practical desktop/tablet widths
+- [x] #1 Dashboard shell has German navigation for campaigns, leads, audits, analytics, blacklist, and settings
+- [x] #2 Light/Dark theme toggle works only in the internal dashboard
+- [x] #3 Kanban/Funnel columns represent the agreed lead states, including Kontakt fehlt, Audit bereit, Freigabe offen, Kontaktiert, Follow-up, and Zurückgestellt
+- [x] #4 Lead cards show the key scan data: company, niche, location, priority, contact status, and next action
+- [x] #5 Dashboard remains keyboard accessible and responsive on practical desktop/tablet widths
 <!-- AC:END -->
 
 ## Implementation Plan
@@ -40,3 +41,19 @@ Create the internal German-language dashboard shell for the MVP. It should provi
 4. Build the Kanban/Funnel view using Convex lead data.
 5. Add empty states, loading states, and basic accessibility checks.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Started subagent-driven, test-driven implementation for TASK-4. Status model decision: derive required German funnel stages from existing lead/outreach/audit data; no schema migration for this task.
+
+Implemented German dashboard navigation, dashboard-scoped light/dark toggle, Convex-backed derived lead funnel, accessible lead card actions, loading/empty states, and responsive wrapped funnel columns. Verification: pnpm test passed 24/24; pnpm lint passed with only existing generated Convex warnings; pnpm build passed with network allowed for next/font assets. Browser check reached login redirect as expected without an authenticated admin session.
+
+Final Spark review found one listFunnel correctness risk in the bulk outreach lookup. Replaced it with a bounded per-lead indexed latest-outreach lookup so each returned lead preserves its latest outreach state. Re-ran pnpm test, pnpm lint, and pnpm build successfully after the fix.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Shipped the German internal dashboard shell with dashboard-scoped light/dark mode, Convex-backed derived lead funnel, accessible responsive lead cards, localized dashboard navigation/placeholders, and verified TASK-4 acceptance criteria. Verification: pnpm test passed 24/24; lint/build were run successfully during implementation with only generated Convex lint warnings noted.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-40 - Behebe-abschliessende-Lint-Blocker.md

@@ -0,0 +1,40 @@
+---
+id: TASK-40
+title: Behebe abschliessende Lint-Blocker
+status: In Progress
+assignee: []
+created_date: '2026-06-06 22:10'
+updated_date: '2026-06-06 22:15'
+labels: []
+dependencies: []
+priority: high
+ordinal: 42000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Fix the final lint blockers after the v2 pipeline implementation without changing runtime behavior. Keep v2_elemente as planning/reference material unless production imports require otherwise.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 pnpm lint exits 0 or only documents unrelated pre-existing generated warnings with a scoped suppression decision
+- [x] #2 pnpm test remains green
+- [x] #3 git diff --check remains green
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Reproduce pnpm lint failures
+2. Apply scoped minimal lint policy or test-file cleanup
+3. Re-run pnpm lint, pnpm test, git diff --check
+4. Leave task In Progress until Matthias confirms Done
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+TASK-40 worker update: fixed final lint blockers by ignoring v2_elemente reference snippets in ESLint and removing an unused helper from tests/external-audit-pipeline-source.test.ts. Verification: pnpm lint exits 0 with only generated convex/betterAuth/_generated unused-disable warnings; pnpm test passes 363/363; git diff --check exits 0. Task intentionally left In Progress pending user confirmation.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-41 - Repariere-Convex-Typecheck-fuer-Usage-Events.md

@@ -0,0 +1,47 @@
+---
+id: TASK-41
+title: Repariere Convex-Typecheck fuer Usage Events
+status: In Progress
+assignee: []
+created_date: '2026-06-06 22:13'
+updated_date: '2026-06-06 22:16'
+labels: []
+dependencies: []
+priority: high
+ordinal: 43000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Fix final Convex typecheck blockers after adding usageEvents and external screenshot persistence. This includes updating generated Convex API references if required and making screenshot blob storage type-valid without changing runtime behavior.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 pnpm exec convex codegen --dry-run --typecheck enable exits 0
+- [x] #2 pnpm exec tsc --noEmit exits 0 or reports only documented unrelated pre-existing issues
+- [x] #3 pnpm test remains green
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Reproduce Convex typecheck/codegen failures
+2. Regenerate Convex API if required
+3. Fix screenshot Blob typing with minimal runtime-neutral change
+4. Re-run Convex typecheck, tsc, pnpm test
+5. Leave task In Progress until Matthias confirms Done
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Verification/results:
+- Reproduced with `pnpm exec convex codegen --dry-run --typecheck enable` outside sandbox after pnpm sandbox DB failure; initial result failed with TS2339 `internal.usageEvents` missing and TS2322 `Uint8Array<ArrayBufferLike>` not assignable to `BlobPart` in convex/auditGenerationAction.ts.
+- Ran `pnpm exec convex codegen` outside sandbox; generated convex/_generated/api.d.ts now includes usageEvents.
+- Applied minimal ownership-scoped Blob typing fix in convex/auditGenerationAction.ts by wrapping screenshotBytes with `new Uint8Array(screenshotBytes)` before Blob storage.
+- `pnpm exec convex codegen --dry-run --typecheck enable` exits 0.
+- `pnpm exec tsc --noEmit` exits 2 only because of unrelated pre-existing v2_elemente/* errors (missing local generated modules/imports and implicit any issues); no TASK-41/convex/auditGenerationAction.ts errors remain. Per user instruction, v2_elemente fixes were not touched.
+- `pnpm test` exits 0: 363 tests passed, 0 failed.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-42 - Scope-v2-Referenzdateien-aus-dem-Typecheck.md

@@ -0,0 +1,43 @@
+---
+id: TASK-42
+title: Scope v2 Referenzdateien aus dem Typecheck
+status: In Progress
+assignee: []
+created_date: '2026-06-06 22:16'
+updated_date: '2026-06-06 22:18'
+labels: []
+dependencies: []
+priority: high
+ordinal: 44000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Keep v2_elemente as PRD/reference snippets while ensuring the production TypeScript check is not broken by those exploratory files.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 pnpm exec tsc --noEmit exits 0
+- [x] #2 pnpm lint remains green
+- [x] #3 pnpm test remains green
+- [x] #4 v2_elemente content remains available as planning/reference material
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Reproduce tsc failures from v2_elemente snippets
+2. Apply minimal production TypeScript scope fix
+3. Re-run tsc, lint, tests, diff check
+4. Leave task In Progress until Matthias confirms Done
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Reproduced pnpm exec tsc --noEmit failure: production tsconfig includes v2_elemente reference snippets via **/*.ts, while eslint already scopes them out as non-runtime material.
+
+Applied minimal scope fix: tsconfig.json now excludes v2_elemente/** from the production TypeScript program, matching the existing ESLint ignore for reference snippets. Verification passed: pnpm exec tsc --noEmit (exit 0), pnpm lint (exit 0 with two existing generated-file warnings), pnpm test (exit 0, 363 tests passed), git diff --check (exit 0). v2_elemente contents were not edited.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-43 - Stabilisiere-Website-Enrichment-ohne-Playwright-Abbruch.md

@@ -0,0 +1,50 @@
+---
+id: TASK-43
+title: Stabilisiere Website-Enrichment ohne Playwright-Abbruch
+status: In Progress
+assignee: []
+created_date: '2026-06-07 19:40'
+updated_date: '2026-06-07 20:57'
+labels: []
+dependencies: []
+priority: high
+ordinal: 45000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Investigate and fix the Convex websiteEnrichmentAction crash where Playwright/Chromium closes during lead enrichment after a new lead is created. The action should not fail the lead pipeline when browser-based enrichment crashes.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 The root cause and affected call path are documented in task notes
+- [x] #2 Lead enrichment degrades gracefully when browser/page/context is closed
+- [x] #3 Regression tests cover the browser-closed failure path or removal of Playwright dependency
+- [x] #4 Relevant verification commands pass
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Reproduce and trace the browser-closed failure path in websiteEnrichmentAction
+2. Compare with existing graceful-failure paths and Convex action constraints
+3. Add a RED regression test for page/context/browser closed during page capture
+4. Delegate a minimal fix that degrades enrichment instead of crashing
+5. Run focused and full verification; leave task In Progress until Matthias confirms Done
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Root-cause investigation: The reported Convex log is from internal action websiteEnrichmentAction:processLeadEnrichment, not auditGenerationAction. The action still launches Playwright/Chromium for legacy lead website enrichment. The log shows navigation reached the target page multiple times, then Playwright threw `Target page, context or browser has been closed`. Current code has an outer catch, but the outer finally closes desktopContext/mobileContext/browser without protection; if a resource is already closed, cleanup can throw after the catch and surface as Convex Uncaught Error. Helper-level page.close() calls are also unprotected and can obscure the original browser failure. Hypothesis: cleanup must be best-effort and browser/page instability should finish the run as failed/degraded, queue PageSpeed if possible, and patch lead reason instead of crashing the action runtime.
+
+TASK-43 Worker update: Website-Enrichment-only fix. RED test added in tests/website-enrichment-action.test.ts for best-effort Playwright cleanup; initial focused run failed on missing isPlaywrightTargetClosedError/closePlaywrightResourceSafely contract. Minimal fix in convex/websiteEnrichmentAction.ts adds isPlaywrightTargetClosedError and closePlaywrightResourceSafely; page.close(), desktopContext.close(), mobileContext.close(), and browser.close() now run through the safe helper. Target/page/context/browser closed cleanup errors are swallowed so the existing action catch/failure path can persist failed runs, queue PageSpeed when possible, and patch lead reason. Unexpected cleanup close failures are swallowed with console.warn. No AuditGeneration, ScreenshotOne, or Jina slices touched by this TASK-43 change. Verification: pnpm test -- tests/website-enrichment-action.test.ts passed after RED/GREEN (386 pass, 0 fail); pnpm exec tsc --noEmit passed; pnpm lint passed with 2 existing generated-file warnings in convex/betterAuth/_generated; pnpm test passed (364 pass, 0 fail); git diff --check passed.
+
+Live follow-up 2026-06-07 22:34 CEST: Audit generation now succeeds, but website_enrichment still fails before useful extraction when TASK8_BROWSER_ASSET_URL / Chromium source is not configured. New objective for this task slice: remove the Chromium/Playwright hard requirement by adding a no-browser enrichment path, or otherwise prevent the website_enrichment run from failing solely because no browser asset is configured.
+
+Follow-up fix: The live Convex run j9737mz0tkgdbg6mzjxjd1w7018878b1 failed because processLeadEnrichment still treated missing TASK8_BROWSER_ASSET_URL / Chromium source as a fatal Playwright bootstrap error. Added a browserless fetch fallback in convex/websiteEnrichmentAction.ts: when no Chromium source is configured, the action records a warning, fetches homepage/relevant static subpages directly with bounded response reads, extracts metadata/links/contact candidates via the existing website-crawler helpers, persists websiteCrawlPages/websiteCrawlLinks/websiteEmailCandidates/websiteTechnicalChecks with screenshots=[], patches the lead, queues PageSpeed, and finishes website_enrichment as succeeded if direct crawl succeeds. Existing Playwright path remains available when Chromium is configured. Regression source tests now cover the no-Chromium branch and browserless persistence. Verification: pnpm test -- tests/website-enrichment-action.test.ts passed; pnpm exec tsc -p convex/tsconfig.json --pretty false passed; pnpm exec tsc -p tsconfig.json --pretty false passed; pnpm test passed (368/368); pnpm lint passed with 2 existing generated BetterAuth warnings; git diff --check passed.
+
+Final verification after robustness cleanup: pnpm test -- tests/website-enrichment-action.test.ts passed (392/392 in focused harness); pnpm exec tsc -p convex/tsconfig.json --pretty false passed; pnpm exec tsc -p tsconfig.json --pretty false passed; git diff --check passed; pnpm test passed (368/368); pnpm lint passed with the same two generated BetterAuth unused-disable warnings and 0 errors.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-44 - Port-audit-pipeline-fully-into-the-MVP.md

@@ -0,0 +1,46 @@
+---
+id: TASK-44
+title: Port audit pipeline fully into the MVP
+status: In Progress
+assignee: []
+created_date: '2026-06-07 21:16'
+updated_date: '2026-06-07 21:34'
+labels: []
+dependencies: []
+priority: high
+ordinal: 46000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Remove runtime dependencies on v2 reference files, bundle the v3 audit skill registry into the MVP, and ensure audit generation consumes website enrichment evidence from the lead's latest successful enrichment run.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Audit generation no longer reads or imports v2_elemente at runtime
+- [x] #2 MVP v3 audit skills are bundled through a production-owned source and selected during audit evidence building
+- [x] #3 Audit generation evidence includes crawl pages, technical checks, and screenshots from the latest successful website_enrichment run for the same lead
+- [ ] #4 ScreenshotOne remains optional only until configured and no missing-key warning appears after the corrected Convex env is present
+- [x] #5 Regression tests and local verification commands pass
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add RED tests for bundled MVP skill registry and no v2 runtime dependency
+2. Add RED tests for audit evidence loading latest successful website enrichment data by lead
+3. Implement bundled MVP v3 skill registry and wire audit generation action to it
+4. Implement lead-based enrichment evidence lookup with audit-run screenshot fallback
+5. Clarify readiness copy for Next vs Convex env scope
+6. Run focused and full verification without closing the backlog task
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented GREEN slice after RED tests: added bundled MVP v3 audit skill registry, rewired auditGenerationAction away from v2_elemente runtime file reads, loaded latest successful website_enrichment evidence by lead in getAuditGenerationEvidence, preserved audit-run ScreenshotOne captures, and clarified settings readiness copy for Next.js vs Convex Action env scope. Focused tests passed for registry, audit evidence, action source, persistence source, and ops quality.
+
+Masked Convex env check confirms SCREENSHOTONE_API_KEY is present in the dev deployment. AC #4 remains open until a fresh live audit run confirms no ScreenshotOne missing-key warning in Run Events.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-45 - Show-audit-evidence-on-detail-pages.md

@@ -0,0 +1,43 @@
+---
+id: TASK-45
+title: Show audit evidence on detail pages
+status: In Progress
+assignee: []
+created_date: '2026-06-07 21:50'
+updated_date: '2026-06-07 22:01'
+labels: []
+dependencies: []
+priority: high
+ordinal: 47000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Fix the audit detail view so stored checked pages and compact website-enrichment evidence are visible instead of only showing the page count.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Audit detail query returns ordered checked-page evidence with crawl, technical, and screenshot summaries
+- [x] #2 Audit detail UI renders a compact Geprüfte Seiten section between overview and skills
+- [x] #3 Fallback rows render checkedPages even when enrichment evidence is missing
+- [x] #4 Public audit and outreach flows remain unchanged
+- [x] #5 Regression tests and local verification pass
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add RED tests for getDetail sourceSummaries checked-page evidence
+2. Add RED tests for AuditDetail compact evidence rendering
+3. Extend audits.getDetail with bounded lead/enrichment evidence summaries
+4. Render compact checked-page evidence card in AuditDetail
+5. Run focused and full verification without closing the task
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented getDetail sourceSummaries.checkedPages with latest successful website_enrichment evidence by lead, bounded crawl/technical/screenshot joins, storage URL resolution, and checkedPages fallback rows. AuditDetail now renders a compact Geprüfte Seiten card between overview and skills. Verification passed: focused tests, pnpm test, app tsc, lint, git diff --check, convex codegen dry-run/typecheck, and convex dev --once. Browser plugin reached login because its session is unauthenticated; Arc/local authenticated session should show the deployed query after reload.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-46 - Add-Convex-specialist-fan-out-audit-pipeline.md

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+---
+id: TASK-46
+title: Add Convex specialist fan-out audit pipeline
+status: In Progress
+assignee: []
+created_date: '2026-06-08 09:04'
+updated_date: '2026-06-08 09:19'
+labels: []
+dependencies: []
+priority: high
+ordinal: 48000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Implement an evidence-first specialist fan-out/fan-in audit generation pipeline in Convex so audits produce verified, reviewable findings before German copy and publication.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Specialist audit stages run after evidence collection and before German copy
+- [x] #2 Specialist findings include typed evidence refs and unsupported claims are rejected
+- [x] #3 Verified findings are persisted separately and surfaced on audit detail pages
+- [x] #4 Quality review blocks when either model QA or German copy guard fails
+- [x] #5 Skill summaries use real registry purpose or instructions
+- [x] #6 Schema, evidence, action-source, persistence, quality gate, and UI tests pass
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add RED tests for specialist schemas, evidence IDs, action ordering, persistence, QA gates, and UI rendering
+2. Implement schema validators and evidence ledger helpers
+3. Add auditFindings persistence and detail query joins
+4. Wire specialist fan-out stages and evidence verifier before German copy
+5. Make qualityReview model invalid state blocking and improve skill summaries
+6. Update audit detail UI to render findings with evidence chips
+7. Run focused tests, typecheck, and full test suite where feasible
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+RED: pnpm exec tsc -p tsconfig.test.json fails because AuditEvidenceInput has no evidenceLedger and lib/ai/schemas exports no specialist/verifier schemas yet. This is the expected missing-feature failure.
+
+GREEN: Focused audit fan-out/source/UI tests passed 67/67. Full pnpm test passed 384/384. Implemented specialist fan-out stages, evidence ledger, auditFindings persistence, blocking model+guard QA, real skill summaries, and findings-first audit detail UI.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-47 - Fix-evidence-verifier-audit-generation-failure.md

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+---
+id: TASK-47
+title: Fix evidence verifier audit generation failure
+status: In Progress
+assignee: []
+created_date: '2026-06-08 09:35'
+updated_date: '2026-06-08 10:07'
+labels: []
+dependencies: []
+priority: high
+ordinal: 49000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Diagnose and fix the evidenceVerifier stage failure in the Convex specialist fan-out audit pipeline so live audit generation can complete or fail with actionable verifier diagnostics.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Root cause is identified from persisted run or generation evidence
+- [x] #2 Evidence verifier schema or prompt no longer fails on valid specialist outputs
+- [x] #3 Audit generation preserves strict evidence gates without schema-induced false failures
+- [x] #4 Focused and full regression tests pass
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Pull the failing evidenceVerifier error details from Convex run/generation records
+2. Add a RED regression test for the root cause
+3. Fix the verifier schema/prompt or fallback behavior at the source
+4. Run focused fan-out tests and full pnpm test
+5. Record verification notes and keep task In Progress until user confirms live audit works
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Root cause from Convex auditGenerations/agentRunEvents: all specialist structured-output calls failed before content generation because Azure rejected the response_format schema. The shared evidenceRef object declared sourceUrl as an optional property, but Azure/OpenAI strict structured outputs require every declared property to be listed in required. The verifier then received an empty findings array and failed on the same schema issue.
+Fix: made Specialist/Verifier output schemas strict-output compatible by requiring sourceUrl and required array fields, added explicit prompt guidance for sourceUrl/status/findings/notes, and replaced rejectedFindings with a narrow rejection schema so unknown/generic rejected claims do not have to pass the publishable finding schema.
+Verification: RED test reproduced schema.findings[].evidenceRefs[].sourceUrl missing from required; focused schema tests now pass; fan-out/persistence/UI tests pass; pnpm test passes 386/386; git diff --check passes; ESLint on touched source/test files passes.
+
+Second live failure root cause: after the strict schema fix, specialist stages succeeded, but evidenceVerifier failed with "No object generated: could not parse the response." The persisted verifier prompt contained about 10 full specialist findings and the verifier schema required echoing full verifiedFindings objects back. With the classification profile capped at 1200 output tokens, this made verifier output too large/fragile to parse. Context7 AI SDK docs confirmed AI SDK 6 uses strict OpenAI JSON schema behavior by default; the issue was now output shape/size rather than schema rejection.
+Fix: changed evidenceVerifier output to compact verifiedFindingIds plus small rejected decisions, then deterministically map accepted IDs back to original specialist findings in the action. This preserves strict evidence gates while removing verifier echoing/mutation of findings.
+Verification: added RED schema regression for compact verifier IDs and many findings; focused schema/action tests pass; adjacent audit persistence/schema/UI/evidence tests pass; pnpm test passes 387/387; git diff --check passes; ESLint on touched files passes; npx convex dev --once synced the fix to dev deployment.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-48 - Integrate-impeccable-critique-into-audit-pipeline.md

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+---
+id: TASK-48
+title: Integrate impeccable critique into audit pipeline
+status: In Progress
+assignee: []
+created_date: '2026-06-08 12:02'
+updated_date: '2026-06-08 12:10'
+labels: []
+dependencies: []
+priority: high
+ordinal: 50000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Extend the evidence-first audit pipeline with design critique/impeccable-style visual and UX evaluation, especially the critique skill, while keeping verified findings evidence-linked and customer-safe.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Critique/impeccable skill guidance is inspected and translated into bounded audit stages or skill prompts
+- [x] #2 New critique findings stay evidence-linked and flow through the compact evidence verifier
+- [x] #3 German copy synthesis consumes only verified critique findings, not raw skill output
+- [x] #4 Audit UI exposes critique findings with evidence chips and actual skill purpose text
+- [x] #5 Focused and full regression tests cover the new critique integration
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Inspect impeccable/critique skill guidance and current audit pipeline shape
+2. Define a compact critique/impeccable stage that maps skill guidance into evidence-backed audit findings
+3. Add schemas/prompts or stage wiring without expanding verifier output size
+4. Update UI/tests so critique findings are visible with evidence and real skill purpose
+5. Run focused and full regression tests, deploy Convex dev, keep task In Progress for live confirmation
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented the impeccable/critique integration as an evidence-bound audit extension. Inspected the local impeccable and critique skills; no project-specific .impeccable.md was present, so the product guidance was translated into bounded audit behavior instead of broad design taste claims. Added the V3 skill registry entry `impeccable-critique`, prioritized it in selected local audit skills, and wired a new Convex `critiqueSpecialist` stage between visual trust and performance/accessibility. The stage is instructed to produce only evidence-linked findings using skillId `impeccable-critique`; the existing compact verifier and German synthesis path remain the gate, so raw specialist output is not customer-facing. UI tests continue to cover evidence chips and real registry purpose text. Verification: focused specialist/evidence tests 45/45 passed; skill/UI tests 15/15 passed; full `pnpm test` 388/388 passed; `git diff --check` passed; targeted ESLint passed; `npx convex dev --once` synced successfully.
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-49 - Improve-audit-outreach-email-tone.md

@@ -0,0 +1,43 @@
+---
+id: TASK-49
+title: Improve audit outreach email tone
+status: In Progress
+assignee: []
+created_date: '2026-06-08 19:30'
+updated_date: '2026-06-08 19:48'
+labels: []
+dependencies: []
+priority: high
+ordinal: 51000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Add evidence-first, collegial-direct tonal guidelines for generated outreach emails, wire them into the existing German copy stage without extra AI calls, and hard-block unnatural email copy before outreach_ready.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Shared customer tone guidelines capture the selected collegial-direct email style and banned patterns
+- [x] #2 German copy prompts use the tone guidelines, explicit lead context, at most two verified findings, and no extra AI stage or model call
+- [x] #3 Deterministic German copy guard blocks unnatural email subjects and bodies while keeping public audit tone checks limited to existing rules
+- [x] #4 Quality review applies the same first-contact email rubric
+- [x] #5 Focused and full regression tests cover natural email pass cases, unnatural email failures, source wiring, and no new generation stage
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add failing tests for natural vs. formulaic outreach email tone
+2. Add shared collegial-direct tone guideline module
+3. Add deterministic hard guard for email subject/body tone
+4. Wire guidelines into German copy and quality review prompts without a new AI stage
+5. Run focused tests, full regression, lint, diff check, and Convex dev sync
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented the evidence-first outreach email tone pass. Added `lib/ai/customer-tone-guidelines.ts` with the selected collegial-direct sender posture, short first-contact email constraints, banned phrases, and prompt helper. Updated German copy generation to remove the old Ich-Ich instruction, include the shared tone section, pass normalized evidence context, and keep the existing generation call structure. Added hard deterministic email tone checks for subject length/pitch patterns, email length, sentence/paragraph count, formulaic Ich-habe/Ich-schlage-vor patterns, brochure language, mini-audit structure, informal address, and missing low-friction asks. Public audit hard guard behavior remains limited to the existing rules. Quality review now explicitly asks whether the email sounds like a real first email from Matthias, not AI sales copy, and whether concrete claims are backed by verified findings. Verification: focused tests 60/60 passed; full `pnpm test` 395/395 passed; targeted ESLint passed; `git diff --check` passed; `npx convex dev --once` synced successfully after fixing the Convex-only typecheck issue by passing `evidenceInput` instead of raw evidence.
+<!-- SECTION:NOTES:END -->