# Phase 3 — Advanced Features

Build sharing, subscriptions, notifications, profile, onboarding, and summary metrics.

## Checklist

- [ ] Residence sharing: generate/display share code, join residence, manage users, .casera file export/import
- [ ] Contractor sharing: .casera file export/import
- [ ] Subscription: status display, feature comparison, upgrade prompt, usage tracking
- [ ] Notification preferences: toggle + time picker per notification type
- [ ] Profile: edit name/email, change password, delete account
- [ ] Onboarding: multi-step wizard (fresh vs join paths)
- [ ] Summary metrics: dashboard cards with Recharts
- [ ] Task report: PDF generation + download

---

## 1. Residence Sharing

### Screens

| Route | Screen | Description |
|-------|--------|-------------|
| `/app/residences/[id]/share` | Share Residence | Generate/display share code, manage users |
| `/app/residences/join` | Join Residence | Enter share code or import .casera file |

### Share Code Flow

```
Owner opens Share screen
  → If no active share code: "Generate Share Code" button
  → POST /api/residences/:id/share/ → returns { code: "ABC123", expires_at: "..." }
  → Display code with copy button + expiry countdown
  → "Revoke" button to disable code

Invitee opens Join screen
  → Enter share code manually, OR
  → Upload .casera file (drag-and-drop zone)
  → POST /api/residences/join/ { code: "ABC123" }
  → On success: redirect to residence detail
```

### .casera File Handling

**Export** (owner):
- Button on residence detail: "Export as .casera"
- Generates JSON file with `{ type: "residence", code: "ABC123", ... }`
- Browser downloads the file

**Import** (invitee):
- Drag-and-drop zone on join page
- Or file picker button
- Read JSON, extract code, auto-submit join request

### Manage Users

| Action | Endpoint | Description |
|--------|----------|-------------|
| List users | `GET /api/residences/:id/users/` | Show all users with roles |
| Remove user | `DELETE /api/residences/:id/users/:userId/` | Owner removes a member |

### API Endpoints

| Method | Endpoint | Purpose |
|--------|----------|---------|
| POST | `/api/residences/:id/share/` | Generate share code |
| DELETE | `/api/residences/:id/share/` | Revoke share code |
| POST | `/api/residences/join/` | Join with share code |
| GET | `/api/residences/:id/users/` | List users |
| DELETE | `/api/residences/:id/users/:userId/` | Remove user |

---

## 2. Contractor Sharing

### .casera File Export/Import

**Export**:
- Button on contractor detail: "Share Contractor"
- Generates JSON file with `{ type: "contractor", name: "...", phone: "...", ... }`
- Browser downloads the file

**Import**:
- Button on contractor list: "Import Contractor"
- File picker or drag-and-drop for .casera file
- Read JSON, show confirmation dialog, create contractor
- `POST /api/contractors/import/`

---

## 3. Subscription

### Screens

| Route | Screen | Description |
|-------|--------|-------------|
| `/app/settings/subscription` | Subscription Status | Current plan, usage, upgrade CTA |

### Status Display

```
┌─────────────────────────────────────────┐
│  Current Plan: Free                     │
│  Residences: 1/1  Tasks: 5/5           │
│                                         │
│  ┌─────────────────────────────────┐   │
│  │  Upgrade to Premium             │   │
│  │  • Unlimited residences         │   │
│  │  • Unlimited tasks              │   │
│  │  • Document storage             │   │
│  │  • Priority support             │   │
│  │  [Upgrade on App Store]         │   │
│  └─────────────────────────────────┘   │
└─────────────────────────────────────────┘
```

### Feature Gating

Check tier limits before allowing creation:
- If at limit → show upgrade prompt dialog instead of create form
- Limits come from `GET /api/subscription/status/` response

### Upgrade Path (Phase 1)

Web users are directed to the mobile app for purchases:
- "Download Casera on the App Store to upgrade"
- Link to App Store listing

### Upgrade Path (Future — Phase 2)

Add Stripe Checkout for web-only subscription purchases. Requires backend work to support Stripe webhooks alongside StoreKit/Play Store.

### API Endpoints

| Method | Endpoint | Purpose |
|--------|----------|---------|
| GET | `/api/subscription/status/` | Current subscription + limits |
| GET | `/api/upgrade-triggers/` | Feature comparison data |

---

## 4. Notification Preferences

### Screen

| Route | Screen | Description |
|-------|--------|-------------|
| `/app/settings/notifications` | Notification Preferences | Toggle + time picker per type |

### Preference Types

| Preference | Description | Controls |
|------------|-------------|----------|
| Task Reminders | Reminders for upcoming due dates | Toggle on/off + time of day |
| Overdue Alerts | Alerts when tasks become overdue | Toggle on/off |
| Completion Confirmations | Notifications when tasks are completed | Toggle on/off |
| Residence Updates | When someone else modifies your residence | Toggle on/off |

### API Endpoints

| Method | Endpoint | Purpose |
|--------|----------|---------|
| GET | `/api/notifications/preferences/` | Get all preferences |
| PUT | `/api/notifications/preferences/:id/` | Update a preference |
| GET | `/api/notifications/` | List notifications (in-app inbox) |
| POST | `/api/notifications/:id/read/` | Mark notification as read |

### In-App Notification Inbox

- Bell icon in top bar with unread count badge
- Dropdown panel showing recent notifications
- Click to navigate to related item
- "Mark all as read" action

---

## 5. Profile

### Screen

| Route | Screen | Description |
|-------|--------|-------------|
| `/app/settings/profile` | Profile Settings | Edit name, email, password, delete account |

### Sections

**Personal Info:**
- First name, Last name, Email
- `PUT /api/auth/profile/`

**Change Password:**
- Current password, New password, Confirm new password
- `POST /api/auth/change-password/`

**Danger Zone:**
- Delete account button with confirmation dialog
- `DELETE /api/auth/account/`

**Theme:**
- Theme picker (11 options, preview swatches)
- Dark/light mode toggle
- Persisted to localStorage

---

## 6. Onboarding

### Screen

| Route | Screen | Description |
|-------|--------|-------------|
| `/onboarding` | Onboarding Wizard | Multi-step flow after first registration |

### Flow

```
Step 1: Welcome
  → "Welcome to Casera! Let's set up your first property."

Step 2: Choose Path
  → "Create a new residence" OR "Join an existing residence"

  Path A: Create Residence
    Step 3a: Residence form (name, address, type)
    Step 4a: "Add your first task?" (optional quick-add)
    Step 5a: Done → redirect to residence detail

  Path B: Join Residence
    Step 3b: Enter share code
    Step 4b: Success → redirect to residence detail
```

### State Management

Use Zustand store to track onboarding progress:
```typescript
interface OnboardingState {
  currentStep: number;
  path: 'create' | 'join' | null;
  residenceData: Partial<CreateResidenceRequest>;
  isComplete: boolean;
  nextStep: () => void;
  prevStep: () => void;
  setPath: (path: 'create' | 'join') => void;
  complete: () => void;
}
```

After completion, set a flag so onboarding isn't shown again:
- `POST /api/auth/profile/` with `onboarding_complete: true`
- Or store in localStorage as fallback

---

## 7. Summary Metrics

### Dashboard (Home Page)

```
┌──────────────────────────────────────────────────────┐
│  Welcome back, Trey                                  │
│                                                      │
│  ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌─────────┐│
│  │ 3        │ │ 2        │ │ 12       │ │ 5       ││
│  │ Overdue  │ │ Due Today│ │ Active   │ │ Done    ││
│  │ 🔴       │ │ 🟠       │ │ 🔵       │ │ ✅       ││
│  └──────────┘ └──────────┘ └──────────┘ └─────────┘│
│                                                      │
│  ┌─────────────────────────────────────────────────┐│
│  │  Task Completion Trend (last 30 days)           ││
│  │  [Area chart via Recharts]                      ││
│  └─────────────────────────────────────────────────┘│
│                                                      │
│  Recent Activity                                     │
│  • Task "Fix leak" completed 2h ago                 │
│  • New contractor "Bob's Plumbing" added yesterday  │
│  • Residence "Main House" updated 3d ago            │
│                                                      │
└──────────────────────────────────────────────────────┘
```

Data sources:
- Task counts from `GET /api/tasks/` response (column counts)
- Summary calculated client-side from kanban data (same as mobile)
- Charts via Recharts library

---

## 8. Task Reports

### Feature

- Button on residence detail: "Download Task Report"
- `GET /api/residences/:id/report/` → returns PDF
- Browser triggers download

---

## Deliverables

At the end of Phase 3, you should have:
1. Residence sharing with code generation, join flow, and user management
2. Contractor sharing via .casera files
3. Subscription status with tier limits and upgrade prompts
4. Notification preferences with toggles
5. Profile editing (name, email, password, delete account)
6. Onboarding wizard for new users
7. Home dashboard with summary metrics and charts
8. Task report PDF download