SanatiLeads/docs/phase-4-settings-help-reliability.md

Phase 4 — Settings, Help, Reliability, QA

Goals

• Provide basic Settings and Help pages.
• Improve reliability for long-running operations.
• Add verification steps and basic test coverage.

Scope

• Implement /app/settings and /app/help pages.
• Add progress and error handling improvements for analysis/search.
• Document manual QA checklist.

Detailed Tasks

1. Settings page

   • Account info display (name/email).
   • API key setup instructions (OpenAI, Serper).
   • Placeholder billing section (if needed).

2. Help page

   • Quickstart steps.
   • Outreach best practices.
   • FAQ for common errors (scrape failures, auth, API keys).

3. Reliability improvements

   • Move long-running tasks to Convex actions or background jobs.
   • Track job status: pending → running → completed/failed.
   • Provide progress UI and retry on failure.

4. QA checklist

   • Auth flow: sign up, sign in, sign out.
   • Onboarding: URL analysis + manual analysis.
   • Dashboard: correct rendering for project switch.
   • Opportunities: search, save, status change.

Dependencies

• Depends on Phases 1–3 to stabilize core flows.

Acceptance Criteria

• /app/settings and /app/help routes exist and are linked.
• Background tasks reduce timeouts and improve UX.
• QA checklist is documented and executable.

Notes

• Keep Settings minimal until billing/teams are defined.