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sencho/MANUAL_STEPS.md
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Anso 32a7d53b2b feat: RBAC, atomic deployments, fleet backups, and licensing (Pro) (#185)
* feat: add RBAC viewer accounts, atomic deployments, and fleet-wide backups (Pro)

Introduces three Pro-tier features:

- RBAC: Multi-user system with admin/viewer roles, user management UI,
  automatic migration from single-admin credentials, viewer restrictions
  across the entire UI (read-only editor, hidden action buttons)

- Atomic Deployments: Pre-deploy file backup to .sencho-backup/, automatic
  rollback on health probe failure, manual rollback button, health probes
  added to stack updates, webhook-triggered deploys use atomic rollback

- Fleet-Wide Backups: Point-in-time snapshots of compose files across all
  nodes (local + remote), stored centrally in SQLite, per-stack restore
  with optional redeploy, graceful handling of offline nodes

* fix(settings): use correct ProGate prop name in UsersSection

* fix(settings): remove unused isPro prop from UsersSection

* fix(auth): fetch user info after login and setup so isAdmin is set correctly

* feat(pricing): revise pricing strategy and enforce variant-based seat limits

Raise Personal Pro from $49/yr to $69/yr with 3 viewer seats (up from 1).
Add $15/mo billing option for Team Pro. Mark lifetime pricing as a
90-day early-adopter offer. Store Lemon Squeezy variant_name on
activation/validation and enforce seat limits server-side per variant.

* feat(licensing): add Lemon Squeezy checkout, webhook, and billing portal integration

Server-side checkout URL generation (POST /api/checkout) with admin email
pre-fill and instance_id custom data. HMAC-SHA256 verified webhook endpoint
(POST /api/webhooks/lemonsqueezy) handling order, subscription, and payment
lifecycle events for automatic license activation. Customer billing portal
link stored from webhook events and exposed via GET /api/billing/portal.
In-app checkout buttons in Settings with manual license key fallback.

* fix(licensing): exempt Lemon Squeezy webhook from auth middleware

The catch-all auth middleware on /api/* was blocking the public webhook
endpoint. Added /webhooks/lemonsqueezy to the exemption list alongside
/auth/* and /webhooks/:id/trigger.

* feat(pricing): update pricing to final live rates

Personal Pro: $7.99/month, $69.99/year, $249 lifetime.
Team Pro: $49.99/month, $499.99/year, $1,499 lifetime.
Added personal_monthly checkout variant across backend, frontend, and website.

* refactor(licensing): remove server-side checkout/webhook for self-hosted model

Sencho is self-hosted — each user runs their own instance, so there is
no central server to receive webhooks or hold the store API key. Replaced
in-app checkout buttons with a "View Pricing" redirect to sencho.io and
kept manual license key activation as the primary flow.

- Delete LemonSqueezyService (checkout, webhook, HMAC verification)
- Remove POST /api/checkout, GET /api/billing/portal, POST /api/webhooks/lemonsqueezy
- Remove raw body parser and auth exemption for webhook route
- Remove all LEMONSQUEEZY_* env vars from .env.example
- Replace checkout buttons in SettingsModal with single "View Pricing" button
- Simplify LicenseContext checkout to open sencho.io pricing page
- Update licensing docs to reflect website-based purchase flow

* chore: normalize em-dashes to hyphens across codebase (linter)

* chore: remove accidentally tracked directories from index
2026-03-26 21:58:24 -04:00

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# Manual Steps Required
These actions could not be performed automatically and need to be done manually in the GitHub UI.
## 1. Branch Protection Rules for `main`
Go to **Settings > Branches > Add branch ruleset** for `main`:
- [x] Require a pull request before merging
- Required approvals: 0 (solo dev - you merge your own PRs after CI passes)
- Dismiss stale reviews when new commits are pushed: ON
- [x] Require status checks to pass before merging
- Add these job names: `Backend (Build, Test, Lint)`, `Frontend (Build, Lint)`, `Docker Build & Scan`, `E2E Tests (Playwright)`
- [x] Require conversation resolution before merging
- [x] Do not allow bypassing the above settings (even you must go through PRs)
- [x] Do not allow deletions
- [ ] Require signed commits (optional - future improvement)
## 2. Repository Settings
Go to **Settings > General > Pull Requests**:
- [x] Check **"Automatically delete head branches"**
- [x] Set **squash merge** as default merge strategy
## 3. Security Settings
Go to **Settings > Code security and analysis**:
- [x] Enable **Dependabot alerts**
- [x] Enable **Dependabot security updates**
- [x] Enable **Secret scanning**
- [x] Enable **Secret scanning push protection**
- [x] Enable **Private vulnerability reporting**
## 4. Default Branch
Verify that `main` is set as the default branch:
- Go to **Settings > Branches > Default branch**
- Should already be `main`
## 5. Delete `develop` Branch (When Ready)
The `develop` branch has 1 unmerged commit (`37f751c docs: refresh screenshots`).
**Before deleting**, decide whether to:
- Cherry-pick that commit to main via a PR, OR
- Let it go (it's just a screenshot refresh)
Then delete via: **Branches page > delete `develop`**
Also clean up stale feature branches that have been merged:
- `chore/refresh-screenshots`
- `fix/editor-loading`
- `fix/release-please-config`
- `feat/automated-versioning`
- `fix/docker-publish-tag-trigger`
- `feat/arm64-docker-build`
- `chore/migrate-to-docs-json`
- `fix/sync-docs-rsync-excludes-git`
- `fix/ci-docs-jobs`, `fix/ci-docs-jobs-v2`
## 6. Delete This File
Once all manual steps are complete, delete `MANUAL_STEPS.md` from the repo.