App Docs

This docs set defines the durable app-facing shape of this repo as an agency manager and client portal product built on the B2B2C starter.

Use it for product direction, surface ownership, and app-level extension rules.

Starter Surfaces

• apps/app Unified product app for three surfaces: org, portal, and platform.
• apps/marketing Optional public marketing site for acquisition, SEO, and brand pages.
• apps/docs Docusaurus site that publishes docs/app.

There is no separate apps/web or apps/admin app in this starter.

Start Here

• foundation/architecture.md Canonical repo and app structure.
• foundation/b2b2c-architecture-contract.md Boundary rules for org, portal, and platform.
• docs/app/apps/product-app-spec.md What the unified product app owns.
• product/product-spec.md Product definition for the agency manager and client portal.
• product/client-operating-model.md Source of truth for the client-account operating graph, agency play styles, and cross-feature rules.
• product/cross-feature-link-matrix.md Canonical allowed-link matrix for client accounts, projects, billing, contracts, drive, and portal projection.
• product/portal-access-multi-company-spec.md Source of truth for org-scoped portal identities, per-company access grants, shared contractors, and invite governance.
• product/notes-and-today-spec.md Product contract for the shell-level Notes utility and the personal Today workspace.
• planning/current-state.md What is true in the repo now and what is still missing.
• planning/active-priority.md The current build phase and immediate execution stack.
• docs/app/apps/marketing-app-spec.md What the optional marketing app owns.
• docs/app/apps/docs-site-spec.md What the docs app publishes and what it should not publish.
• development/building-features.md Process for adding routes, UI, and backend modules.
• development/agency-owner-smart-workflows.md Source of truth for anticipatory agency-owner UX, state-based next actions, and cross-track follow-through.
• development/notes-and-timer-follow-through-audit.md Trial-run product audit for Notes, Timer, utility opening behavior, and consistent post-create follow-through.
• development/notes-and-timer-prompt-pack.md Copy-pasteable implementation prompts derived from the Notes and Timer audit.
• development/notes-and-today-implementation-plan.md Route-by-route implementation plan for Notes and Today across app shell, routes, and Convex.
• development/org-workspace-collection-ux.md Direction for dense org collections, project board UX, real time tracking, and the quick-action dock.
• development/cross-feature-surface-audit.md Audit of where org and portal cross-feature linkage is already strong, weak, missing, or too noisy.

Canonical Rules

• App routes and UI composition live in apps/app/src/app/[locale]/**.
• Convex backend source lives in packages/backend/convex/**.
• apps/app/convex is a generated-only shell for app imports, not an authoring surface.
• Shared primitives and typed infrastructure belong in packages/* only when they are truly cross-app.
• Developer and operations docs live in docs/dev.