# Session 2026-04-28 — orgs UI + email providers + agent metadata

**Last updated**: 2026-04-28
**Phase**: complete (compacting)

## What shipped this session

### 1. Multi-tenant orgs UI (6 phases)
- Auto-create personal org on signup + backfill 4 existing users
- 11 TanStack Query hooks (membership / members / invitations / role / leave)
- OrgSwitcher in sidebar header (Slack/Linear/Notion convention)
- `/dashboard/organization` (Members + Settings + Pending invitations)
- `/accept-invitation/:token` public flow (signed-in + signed-out + expired branches)
- `sendInvitationEmail` wired via SMTP2Go (with console fallback)
- Real bug squashed: dual createdAt shape (ISO string vs Unix int) — `parseDate()` helper

### 2. Email provider refactor
- 6 providers in `src/server/modules/email/providers/`:
  email-service / smtp2go / mailgun / resend / email-routing-send / console
- `EMAIL_FAILOVER='true'` enables cascade-on-error
- `EMAIL_PROVIDER_ORDER` overrides priority

### 3. Agent metadata pattern + plain-language pickers
- `static metadata = { displayName, description, category }` on every AutonomousAgent
- `/api/agents/registered` + `/api/chat/catalog` discovery endpoints
- `src/shared/format/agent.ts` — formatAgentClass / formatOutcome / etc.
- AgentPicker / SkillsPicker / ToolsPicker / SingleSkillPicker
- NewRoutinePage rewritten with plain-language section headers
- Cadence dropdown layout fix (max-w-3xl → max-w-4xl)
- Instance ID auto-derived, hidden under Advanced disclosure

## Commits

- `1f1281b` Phases 0+1+2 — personal org + hooks + switcher
- `d31dede` Phase 3 — organisation page + invitation table
- `5f6e5e3` Phases 4+5+6 — invite flow, email, audit fix
- `e4897ed` Cloudflare Email Service binding (beta) — accurate config
- `cc3bd93` Multi-provider email + failover (CF/SMTP2Go/Mailgun/Resend)
- `3e31118` Plain-language pickers + agent metadata pattern

## Remaining work (queued for next session)

### Stage 4 — Language sweep across other surfaces
The metadata pattern + format helpers are now in place. Six surfaces still show raw class names / snake_case ids:

- `RoutinesPage` cards — show `AssistantAgent` instead of "AI assistant"
- `RoutineDetailPage` header — "Fires AssistantAgent:routine-health-OG6MLVX9 every 1d"
- `ApprovalsPage` "Show details" — leaks `agentClass` / `agentName` / `action`
- `InboxPage` rows — `kind` and `agentClass` shown raw
- `/dashboard/activity` filters — uses raw outcome / trigger enums
- Connection profile — agent NAMES CSV (should be AgentPicker)
- `/dashboard/admin` user list — raw role strings

All replacements use `formatAgentClass(className, registry)` etc. — mechanical work, no design decisions.

### Stage 5 — UX audit skill update
Add a "first-time user" stanza to `dev-tools:ux-audit` so the blind spot doesn't reopen.

### Other follow-ups
- Org name + logo editing (better-auth's update endpoint needs the columns wired)
- Org-scope routines/skills/entities (use existing `entities.organization_id` column)
- Top-level "Organization" nav entry (currently only via OrgSwitcher dropdown)
- Onboard sending domain in CF dashboard → Compute & AI → Email Service for production email delivery
- Set wrangler secrets if going SMTP2Go: `printf "key" | npx wrangler secret put SMTP2GO_API_KEY`

## How to resume

1. Read `CLAUDE.md` (recently updated — module table + new "Self-describing primitives" section)
2. Read `docs/ROUTINES.md` (latest section explains the metadata pattern)
3. Read `.jez/artifacts/orgs-ui-plan-2026-04-28.md` for org UI design rationale
4. The UX testing rule: every multi-page feature must pass the "first-time user" persona — sign in, complete the task without reading source. Anywhere you'd say "click Skip", that's a UX bug.

The metadata pattern + format helpers are the shape any future feature should follow — adding a new primitive without `displayName + description` is the regression to watch for.
