# BLUEPRINT: Stack Billing
# Version: 2.0.0
# URL: https://stackbill.app
# Updated: 2026-04-17

## IDENTITY
name: Stack Billing
description: Voice-first invoicing and time tracking for contractors and freelancers — AI assistant, manual and session-based invoices, clients, PDF preview/download/share, time tracking, calendar, reusable invoice items, settings (account, business, taxes, integrations), and public shared-invoice links.
category: finance
contact: https://stackbill.app/contact-page

## AUTH
provider: firebase
method: google-oauth-and-email-password

## ACCESS
last-resort: ui

## ROUTES
canonical-workspace: /dashboard-page, /assistant-page, /invoices-page, /clients-page, /time-tracking-page, /calendar-page, /calendar-settings-page, /invoice-items-page, /settings-page
workspace-aliases: /dashboardpage, /assistant, /assistantpage, /invoicespage, /clientspage, /timetrackingpage, /calendarpage, /calendarsettingspage, /invoiceitemspage, /settingspage (same pages as canonical; prefer *-page slugs in automation)
public: /landing-page, /login, /logout, /pricing-page, /contact-page, /faq-page, /how-ai-works-page, /terms-page, /privacy-page, /cookie-policy-page, /shared-invoice?token=

## CAPABILITY: sign-in-google
description: Sign in or sign up with Google via Firebase Auth from the login page.
input: []
output:
  - type: confirmation
    description: Session established; user is redirected to dashboard or the `next` URL query target.
auth-required: false
scope: auth

### UI
steps:
  1. NAVIGATE /login
  2. WAIT [data-agent-id="login-page-root"] (max: 10s)
  3. CLICK [data-agent-id="sign-in-google"]

## CAPABILITY: sign-in-email
description: Sign in or create an account with email and password using Firebase Auth.
input:
  - name: email
    type: string
    required: true
  - name: password
    type: string
    required: true
output:
  - type: confirmation
    description: Session established; user is redirected to dashboard or the `next` URL query target.
auth-required: false
scope: auth

### UI
steps:
  1. NAVIGATE /login
  2. WAIT [data-agent-id="login-page-root"] (max: 10s)
  3. INPUT [data-agent-id="sign-in-email"] <<email>>
  4. INPUT [data-agent-id="sign-in-password"] <<password>>
  5. CLICK [data-agent-id="sign-in-email-submit"]
  6. Optional: CLICK [data-agent-id="sign-in-email-toggle-mode"] when the account should be created instead of signing in (toggles sign-up vs sign-in on the same form).

## CAPABILITY: sign-out
description: End the Firebase session via the dedicated logout route (redirects to login).
input: []
output:
  - type: confirmation
    description: User is signed out and sent to the login flow.
auth-required: true
scope: auth

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /logout
  3. WAIT [data-agent-id="login-page-root"] (max: 15s)

## CAPABILITY: view-dashboard
description: Open the signed-in home dashboard with shortcuts to AI-assisted and manual invoice creation.
input: []
output:
  - type: confirmation
    description: Dashboard shell and entry actions are visible.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /dashboard-page
  3. WAIT [data-agent-id="dashboard-page-root"] (max: 10s)
  4. VERIFY selector_exists [data-agent-id="dashboard-ai-assisted"]
  5. VERIFY selector_exists [data-agent-id="dashboard-manual-entry"]

## CAPABILITY: open-assistant
description: Open the AI billing assistant directly (same assistant as the dashboard shortcut; routes /assistant-page, /assistant, and /assistantpage are equivalent).
input: []
output:
  - type: confirmation
    description: Assistant layout and input area are ready.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /assistant-page
  3. WAIT [data-agent-id="assistant-page-root"] (max: 10s)
  4. VERIFY selector_exists [data-agent-id="assistant-input"]

## CAPABILITY: create-invoice-ai
description: Use the AI assistant to describe work in natural language so the assistant can create or update billing data; confirmed invoices appear in the same Invoices list as the rest of the app.
input:
  - name: job-description
    type: string
    required: true
    description: What the user did, for whom, hours or amounts, and any other details the assistant should use.
output:
  - type: confirmation
    description: Assistant reply in the chat thread; invoice or related records may be created depending on the conversation.
auth-required: true
scope: financial-transaction

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /dashboard-page
  3. WAIT [data-agent-id="dashboard-ai-assisted"] (max: 10s)
  4. CLICK [data-agent-id="dashboard-ai-assisted"]
  5. WAIT [data-agent-id="assistant-input"] (max: 10s)
  6. INPUT [data-agent-id="assistant-input"] <<job-description>>
  7. CLICK [data-agent-id="assistant-send"]
  8. WAIT [data-agent-id="assistant-processing-indicator"] (max: 120s)
  9. VERIFY selector_not_exists [data-agent-id="assistant-processing-indicator"]

## CAPABILITY: create-invoice-manual
description: Create an invoice through the Create Invoice dialog on the Simple Invoice tab — line items, optional taxes and packing-slip section when enabled, dates, then submit. Select an existing client or create one from the combobox search. Normalize client names for data-agent-id suffixes the same way as invoice numbers (lowercase, spaces to hyphens, only a-z, 0-9, hyphens).
input:
  - name: client-name
    type: string
    required: true
    description: Client to bill — either pick an existing client or type a new name and use the create-from-search control.
  - name: line-description
    type: string
    required: true
    description: Description text for the first invoice line item (Simple tab).
  - name: line-price
    type: string
    required: true
    description: Unit price for the line item (quantity defaults to 1 unless changed in the form).
output:
  - type: confirmation
    description: Invoice is created and the app navigates to the invoices page and opens invoice details.
auth-required: true
scope: financial-transaction

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /dashboard-page
  3. WAIT [data-agent-id="dashboard-manual-entry"] (max: 10s)
  4. CLICK [data-agent-id="dashboard-manual-entry"]
  5. WAIT [data-agent-id="create-invoice-dialog"] (max: 10s)
  6. CLICK [data-agent-id="create-invoice-client-trigger"]
  7. INPUT [data-agent-id="create-invoice-client-search"] <<client-name>>
  8. CLICK [data-agent-id="create-invoice-client-option-<<client-name>>"] when the client already exists, otherwise CLICK [data-agent-id="create-invoice-client-create"] for a brand-new name from search.
  9. VERIFY selector_exists [data-agent-id="create-invoice-tab-simple"]
  10. INPUT [data-agent-id="create-invoice-line-description"] <<line-description>>
  11. INPUT [data-agent-id="create-invoice-line-price"] <<line-price>>
  12. CLICK [data-agent-id="create-invoice-add-line"]
  13. CLICK [data-agent-id="create-invoice-submit"]
  14. WAIT [data-agent-id="invoice-detail-dialog"] (max: 30s)
  15. VERIFY selector_exists [data-agent-id="invoice-detail-dialog"]

## CAPABILITY: create-invoice-from-sessions
description: Create an invoice from billable work sessions for a selected client — opens Create Invoice, picks the client, switches to From Work Sessions, selects session rows by id, then submits.
input:
  - name: client-name
    type: string
    required: true
    description: Existing client (normalized suffix for option selectors matches other flows).
  - name: session-id
    type: string
    required: true
    description: Numeric work session id as shown in APIs or the UI (used in data-agent-id hooks).
output:
  - type: confirmation
    description: Invoice created and detail dialog opens or navigation matches the manual flow success path.
auth-required: true
scope: financial-transaction

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /dashboard-page
  3. WAIT [data-agent-id="dashboard-manual-entry"] (max: 10s)
  4. CLICK [data-agent-id="dashboard-manual-entry"]
  5. WAIT [data-agent-id="create-invoice-dialog"] (max: 10s)
  6. CLICK [data-agent-id="create-invoice-client-trigger"]
  7. INPUT [data-agent-id="create-invoice-client-search"] <<client-name>>
  8. CLICK [data-agent-id="create-invoice-client-option-<<client-name>>"]
  9. CLICK [data-agent-id="create-invoice-tab-sessions"]
  10. WAIT [data-agent-id="create-invoice-session-<<session-id>>"] (max: 15s)
  11. CLICK [data-agent-id="create-invoice-session-<<session-id>>"]
  12. CLICK [data-agent-id="create-invoice-submit"]
  13. WAIT [data-agent-id="invoice-detail-dialog"] (max: 30s)
  14. VERIFY selector_exists [data-agent-id="invoice-detail-dialog"]

## CAPABILITY: view-invoices
description: Open the Invoices page and review the invoice list.
input: []
output:
  - type: confirmation
    description: Invoices list is visible.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /invoices-page
  3. WAIT [data-agent-id="invoices-page-heading"] (max: 10s)
  4. VERIFY selector_exists [data-agent-id="invoices-list-root"]

## CAPABILITY: preview-invoice-pdf
description: Open PDF preview for an invoice from the invoice detail dialog.
input:
  - name: invoice-number
    type: string
    required: true
    description: Invoice number as shown in the list; normalize for row selectors like other flows.
output:
  - type: confirmation
    description: Preview action invoked (browser may open a new tab or viewer depending on environment).
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /invoices-page
  3. WAIT [data-agent-id="invoices-list-root"] (max: 10s)
  4. CLICK [data-agent-id="invoice-details-<<invoice-number>>"]
  5. WAIT [data-agent-id="invoice-detail-dialog"] (max: 15s)
  6. CLICK [data-agent-id="invoice-preview"]

## CAPABILITY: download-invoice-pdf
description: Download the invoice PDF from the invoice detail dialog.
input:
  - name: invoice-number
    type: string
    required: true
output:
  - type: confirmation
    description: Download action invoked for the PDF.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /invoices-page
  3. WAIT [data-agent-id="invoices-list-root"] (max: 10s)
  4. CLICK [data-agent-id="invoice-details-<<invoice-number>>"]
  5. WAIT [data-agent-id="invoice-detail-dialog"] (max: 15s)
  6. CLICK [data-agent-id="invoice-download"]

## CAPABILITY: send-invoice
description: Generate a client-facing share link for an invoice PDF; the app copies the link to the clipboard when the browser allows (SMTP email compose is not available on the invoice detail screen in the current UI).
input:
  - name: invoice-number
    type: string
    required: true
    description: Invoice number shown in the list (used to open the correct row; normalize the same way as data-agent-id suffixes: lowercase, spaces to hyphens, only a-z, 0-9, and hyphens).
output:
  - type: confirmation
    description: Share link is created and a success toast appears; link may be in the clipboard.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /invoices-page
  3. WAIT [data-agent-id="invoices-list-root"] (max: 10s)
  4. CLICK [data-agent-id="invoice-details-<<invoice-number>>"]
  5. WAIT [data-agent-id="invoice-detail-dialog"] (max: 15s)
  6. CLICK [data-agent-id="invoice-share"]
  7. VERIFY selector_exists [data-agent-id="invoice-detail-dialog"]

## CAPABILITY: delete-invoice
description: Permanently delete an invoice from the detail dialog (confirmation required).
input:
  - name: invoice-number
    type: string
    required: true
output:
  - type: confirmation
    description: Invoice deleted after confirmation.
auth-required: true
scope: financial-transaction

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /invoices-page
  3. WAIT [data-agent-id="invoices-list-root"] (max: 10s)
  4. CLICK [data-agent-id="invoice-details-<<invoice-number>>"]
  5. WAIT [data-agent-id="invoice-detail-dialog"] (max: 15s)
  6. CLICK [data-agent-id="invoice-delete"]
  7. WAIT [data-agent-id="invoice-delete-confirm"] (max: 10s)
  8. CLICK [data-agent-id="invoice-delete-confirm"]

## CAPABILITY: browse-clients
description: Open the Clients directory and view the client list grid.
input: []
output:
  - type: confirmation
    description: Clients list visible.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /clients-page
  3. WAIT [data-agent-id="clients-page-heading"] (max: 10s)
  4. VERIFY selector_exists [data-agent-id="clients-list-root"]

## CAPABILITY: manage-clients
description: Add a new client with at least a name from the Clients page.
input:
  - name: client-name
    type: string
    required: true
    description: Name for the new client when using the add flow.
output:
  - type: confirmation
    description: Client saved after submit; dialog closes.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /clients-page
  3. WAIT [data-agent-id="clients-page-heading"] (max: 10s)
  4. VERIFY selector_exists [data-agent-id="clients-list-root"]
  5. CLICK [data-agent-id="clients-add"]
  6. WAIT [data-agent-id="client-form-dialog"] (max: 10s)
  7. INPUT [data-agent-id="client-form-name"] <<client-name>>
  8. CLICK [data-agent-id="client-form-submit"]
  9. VERIFY selector_not_exists [data-agent-id="client-form-dialog"]

## CAPABILITY: view-client-details
description: Open the read-only client profile dialog from a client card (normalize <<client-name>> for selectors).
input:
  - name: client-name
    type: string
    required: true
output:
  - type: confirmation
    description: Client view dialog is open.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /clients-page
  3. WAIT [data-agent-id="clients-list-root"] (max: 10s)
  4. CLICK [data-agent-id="client-card-view-<<client-name>>"]
  5. WAIT [data-agent-id="client-view-dialog"] (max: 10s)
  6. VERIFY selector_exists [data-agent-id="client-view-dialog"]

## CAPABILITY: edit-client-record
description: Open the client editor for an existing client from the directory card actions.
input:
  - name: client-name
    type: string
    required: true
    description: Current client name as shown on the card (normalized suffix).
output:
  - type: confirmation
    description: Client form dialog opens in edit mode.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /clients-page
  3. WAIT [data-agent-id="clients-list-root"] (max: 10s)
  4. CLICK [data-agent-id="client-card-edit-<<client-name>>"]
  5. WAIT [data-agent-id="client-form-dialog"] (max: 10s)
  6. VERIFY selector_exists [data-agent-id="client-form-dialog"]

## CAPABILITY: delete-client-record
description: Delete a client from the directory (irreversible; includes confirmation).
input:
  - name: client-name
    type: string
    required: true
output:
  - type: confirmation
    description: Client removed after confirmation.
auth-required: true
scope: financial-transaction

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /clients-page
  3. WAIT [data-agent-id="clients-list-root"] (max: 10s)
  4. CLICK [data-agent-id="client-card-delete-<<client-name>>"]
  5. WAIT [data-agent-id="client-delete-confirm"] (max: 10s)
  6. CLICK [data-agent-id="client-delete-confirm"]

## CAPABILITY: time-tracking
description: Track billable work sessions — start a timer for a client, stop an active session, browse recent sessions, edit or delete history rows.
input:
  - name: client-name
    type: string
    required: false
    description: For starting a session: existing client option key (normalized) or use create-from-search in the start card combobox.
output:
  - type: confirmation
    description: Session list or active session card reflects the action.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /time-tracking-page
  3. WAIT [data-agent-id="time-tracking-page-root"] (max: 10s)
  4. VERIFY selector_exists [data-agent-id="time-tracking-page-root"]

## CAPABILITY: time-tracking-start-session
description: Start a new work session from the Time Tracking page after choosing a client (existing row or create-from-search in the combobox).
input:
  - name: client-name
    type: string
    required: true
output:
  - type: confirmation
    description: Active session card appears or timer starts.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /time-tracking-page
  3. WAIT [data-agent-id="time-tracking-start-card"] (max: 10s)
  4. CLICK [data-agent-id="time-tracking-client-trigger"]
  5. INPUT via combobox search UI then CLICK [data-agent-id="time-tracking-client-option-<<client-name>>"] OR CLICK [data-agent-id="time-tracking-client-create-from-search"] for a new name typed in search.
  6. CLICK [data-agent-id="time-tracking-start-session"]

## CAPABILITY: time-tracking-stop-session
description: Stop the currently active session from the Time Tracking page.
input: []
output:
  - type: confirmation
    description: Active session clears and recent list updates.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /time-tracking-page
  3. WAIT [data-agent-id="time-tracking-stop-session"] (max: 10s)
  4. CLICK [data-agent-id="time-tracking-stop-session"]

## CAPABILITY: time-tracking-edit-session
description: Edit a completed or recent session from the list (opens session editor dialog).
input:
  - name: session-id
    type: string
    required: true
output:
  - type: confirmation
    description: Session edit dialog opens.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /time-tracking-page
  3. WAIT [data-agent-id="time-tracking-recent-sessions"] (max: 10s)
  4. CLICK [data-agent-id="time-tracking-session-edit-<<session-id>>"]
  5. WAIT [data-agent-id="session-edit-dialog"] (max: 10s)
  6. VERIFY selector_exists [data-agent-id="session-edit-dialog"]

## CAPABILITY: time-tracking-delete-session
description: Delete a session entry from the recent list (opens the destructive confirm dialog in-page).
input:
  - name: session-id
    type: string
    required: true
output:
  - type: confirmation
    description: Session removed after confirmation.
auth-required: true
scope: financial-transaction

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /time-tracking-page
  3. WAIT [data-agent-id="time-tracking-recent-sessions"] (max: 10s)
  4. CLICK [data-agent-id="time-tracking-session-delete-<<session-id>>"]
  5. Complete the browser confirmation dialog as required by the app (native confirm).

## CAPABILITY: calendar-view
description: View the scheduling calendar, browse internal and connected external events, and open the add-session editor.
input: []
output:
  - type: confirmation
    description: Calendar grid is visible.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /calendar-page
  3. WAIT [data-agent-id="calendar-page-root"] (max: 10s)
  4. VERIFY selector_exists [data-agent-id="calendar-page-heading"]
  5. VERIFY selector_exists [data-agent-id="calendar-grid-root"]

## CAPABILITY: calendar-add-session
description: Create a new calendar session from the Calendar page (opens the shared session editor dialog).
input: []
output:
  - type: confirmation
    description: Session editor dialog opens.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /calendar-page
  3. WAIT [data-agent-id="calendar-add-session"] (max: 10s)
  4. CLICK [data-agent-id="calendar-add-session"]
  5. WAIT [data-agent-id="session-edit-dialog"] (max: 10s)
  6. VERIFY selector_exists [data-agent-id="session-edit-dialog"]

## CAPABILITY: calendar-session-save
description: Save or create a session from the session editor (used from Calendar or Time Tracking edit flows).
input: []
output:
  - type: confirmation
    description: Dialog closes and data refreshes.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. Preconditions: [data-agent-id="session-edit-dialog"] is open with required fields filled.
  3. CLICK [data-agent-id="session-edit-submit"]
  4. VERIFY selector_not_exists [data-agent-id="session-edit-dialog"]

## CAPABILITY: calendar-integrations
description: Connect Google Calendar or iCloud for synced events (OAuth redirects for Google; iCloud uses app-specific password form).
input: []
output:
  - type: confirmation
    description: Connection status updates after provider flows complete.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /calendar-settings-page
  3. WAIT [data-agent-id="calendar-settings-page-root"] (max: 10s)
  4. CLICK [data-agent-id="calendar-settings-google-connect"] when connecting Google (full-screen OAuth handoff).
  5. Optional iCloud: CLICK [data-agent-id="calendar-settings-icloud-open"], WAIT [data-agent-id="calendar-settings-icloud-dialog"], INPUT [data-agent-id="calendar-settings-icloud-apple-id"], INPUT [data-agent-id="calendar-settings-icloud-app-password"], CLICK [data-agent-id="calendar-settings-icloud-submit"]

## CAPABILITY: invoice-items-library
description: Manage reusable catalog line items — search, add, edit via dialog, import CSV.
input: []
output:
  - type: confirmation
    description: Library table or dialogs are available.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /invoice-items-page
  3. WAIT [data-agent-id="invoice-items-page-root"] (max: 10s)
  4. VERIFY selector_exists [data-agent-id="invoice-items-library-root"]

## CAPABILITY: invoice-item-add
description: Create a reusable invoice line item in the library.
input:
  - name: item-name
    type: string
    required: true
output:
  - type: confirmation
    description: Item persists and dialog closes.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /invoice-items-page
  3. WAIT [data-agent-id="invoice-items-add"] (max: 10s)
  4. CLICK [data-agent-id="invoice-items-add"]
  5. WAIT [data-agent-id="invoice-item-form-dialog"] (max: 10s)
  6. INPUT [data-agent-id="invoice-item-form-name"] <<item-name>>
  7. CLICK [data-agent-id="invoice-item-form-submit"]
  8. VERIFY selector_not_exists [data-agent-id="invoice-item-form-dialog"]

## CAPABILITY: invoice-items-import-csv
description: Import multiple reusable items from a CSV file via the import dialog.
input: []
output:
  - type: confirmation
    description: Import completes with a success toast when rows are valid.
auth-required: true
scope: form-submit

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /invoice-items-page
  3. WAIT [data-agent-id="invoice-items-import-open"] (max: 10s)
  4. CLICK [data-agent-id="invoice-items-import-open"]
  5. WAIT [data-agent-id="invoice-items-import-dialog"] (max: 10s)
  6. INPUT file via [data-agent-id="invoice-items-import-file"] (attach local CSV)
  7. CLICK [data-agent-id="invoice-items-import-submit"]

## CAPABILITY: settings-account
description: Open Settings on the Account tab (profile, email preferences as implemented).
input: []
output:
  - type: confirmation
    description: Account tab content visible.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /settings-page?tab=account
  3. WAIT [data-agent-id="settings-page-root"] (max: 10s)
  4. CLICK [data-agent-id="settings-tab-account"]
  5. VERIFY selector_exists [data-agent-id="settings-page-root"]

## CAPABILITY: settings-business
description: Open Settings on the Business tab (business profile for invoices).
input: []
output:
  - type: confirmation
    description: Business tab content visible.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /settings-page?tab=business
  3. WAIT [data-agent-id="settings-page-root"] (max: 10s)
  4. CLICK [data-agent-id="settings-tab-business"]
  5. VERIFY selector_exists [data-agent-id="settings-page-root"]

## CAPABILITY: settings-taxes
description: Open Settings on the Taxes tab.
input: []
output:
  - type: confirmation
    description: Taxes tab content visible.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /settings-page?tab=taxes
  3. WAIT [data-agent-id="settings-page-root"] (max: 10s)
  4. CLICK [data-agent-id="settings-tab-taxes"]
  5. VERIFY selector_exists [data-agent-id="settings-page-root"]

## CAPABILITY: settings-integrations
description: Open Settings on the Integrations tab (third-party connections as implemented).
input: []
output:
  - type: confirmation
    description: Integrations tab content visible.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /settings-page?tab=integrations
  3. WAIT [data-agent-id="settings-page-root"] (max: 10s)
  4. CLICK [data-agent-id="settings-tab-integrations"]
  5. VERIFY selector_exists [data-agent-id="settings-page-root"]

## CAPABILITY: settings-feedback
description: Open Settings on the Feedback tab.
input: []
output:
  - type: confirmation
    description: Feedback tab content visible.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /settings-page?tab=feedback
  3. WAIT [data-agent-id="settings-page-root"] (max: 10s)
  4. CLICK [data-agent-id="settings-tab-feedback"]
  5. VERIFY selector_exists [data-agent-id="settings-page-root"]

## CAPABILITY: settings-admin
description: Open the Admin tab inside Settings (restricted to the service operator account; most users will not see this tab).
input: []
output:
  - type: confirmation
    description: Admin tab visible only for authorized operator accounts.
auth-required: true
scope: read-only

### UI
steps:
  1. ASSERT-AUTH
  2. NAVIGATE /settings-page?tab=admin
  3. WAIT [data-agent-id="settings-page-root"] (max: 10s)
  4. CLICK [data-agent-id="settings-tab-admin"]
  5. VERIFY selector_exists [data-agent-id="settings-page-root"]

## CAPABILITY: view-pricing
description: Read public pricing and plan information (beta messaging as deployed).
input: []
output:
  - type: confirmation
    description: Pricing content visible.
auth-required: false
scope: read-only

### UI
steps:
  1. NAVIGATE /pricing-page
  2. WAIT [data-agent-id="pricing-page-root"] (max: 10s)
  3. VERIFY selector_exists [data-agent-id="pricing-page-root"]

## CAPABILITY: contact-support
description: Reach support through the public contact page (email copy and contact form UI).
input: []
output:
  - type: confirmation
    description: Contact page rendered.
auth-required: false
scope: read-only

### UI
steps:
  1. NAVIGATE /contact-page
  2. WAIT [data-agent-id="contact-page-root"] (max: 10s)
  3. VERIFY selector_exists [data-agent-id="contact-page-root"]

## CAPABILITY: view-shared-invoice
description: Recipient-facing PDF viewer for a shared invoice link (token query parameter required). No login.
input:
  - name: share-token
    type: string
    required: true
    description: Token from the share URL query string.
output:
  - type: confirmation
    description: Invoice PDF renders or an error state is shown.
auth-required: false
scope: read-only

### UI
steps:
  1. NAVIGATE /shared-invoice?token=<<share-token>>
  2. WAIT [data-agent-id="shared-invoice-page-root"] (max: 15s)
  3. VERIFY selector_exists [data-agent-id="shared-invoice-download"]

## CAPABILITY: view-landing
description: Marketing landing experience for signed-out visitors (authenticated users are redirected to the dashboard).
input: []
output:
  - type: confirmation
    description: Landing content visible when not signed in.
auth-required: false
scope: read-only

### UI
steps:
  1. NAVIGATE /landing-page
  2. WAIT [data-agent-id="landing-page-root"] (max: 10s)
  3. VERIFY selector_exists [data-agent-id="landing-page-root"]

## CAPABILITY: read-faq
description: Public frequently asked questions content.
input: []
output:
  - type: confirmation
    description: FAQ page visible.
auth-required: false
scope: read-only

### UI
steps:
  1. NAVIGATE /faq-page
  2. WAIT [data-agent-id="faq-page-root"] (max: 10s)
  3. VERIFY selector_exists [data-agent-id="faq-page-root"]

## CAPABILITY: read-how-ai-works
description: Public explanation of how the AI assistant processes requests.
input: []
output:
  - type: confirmation
    description: How AI Works page visible.
auth-required: false
scope: read-only

### UI
steps:
  1. NAVIGATE /how-ai-works-page
  2. WAIT [data-agent-id="how-ai-works-page-root"] (max: 10s)
  3. VERIFY selector_exists [data-agent-id="how-ai-works-page-root"]

## CAPABILITY: read-terms
description: Terms of Service document (legal).
input: []
output:
  - type: confirmation
    description: Terms page visible.
auth-required: false
scope: read-only

### UI
steps:
  1. NAVIGATE /terms-page
  2. WAIT [data-agent-id="terms-page-root"] (max: 10s)
  3. VERIFY selector_exists [data-agent-id="terms-page-root"]

## CAPABILITY: read-privacy
description: Privacy Policy document (legal).
input: []
output:
  - type: confirmation
    description: Privacy page visible.
auth-required: false
scope: read-only

### UI
steps:
  1. NAVIGATE /privacy-page
  2. WAIT [data-agent-id="privacy-page-root"] (max: 10s)
  3. VERIFY selector_exists [data-agent-id="privacy-page-root"]

## CAPABILITY: read-cookie-policy
description: Cookie Policy document (legal).
input: []
output:
  - type: confirmation
    description: Cookie policy page visible.
auth-required: false
scope: read-only

### UI
steps:
  1. NAVIGATE /cookie-policy-page
  2. WAIT [data-agent-id="cookie-policy-page-root"] (max: 10s)
  3. VERIFY selector_exists [data-agent-id="cookie-policy-page-root"]