From 89c5b61740fa1c5d6722732d5e8f29ac5c1d17c2 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 18:53:03 +0300
Subject: [PATCH 001/129] fix(ai): resolve and validate trait filters centrally

---
 packages/ai/src/ai/mcp/agent-tools.ts         |   4 +-
 .../ai/mcp/build-batch-query-requests.test.ts |  39 ++++++
 packages/ai/src/ai/mcp/mcp-utils.ts           |  10 +-
 packages/ai/src/ai/mcp/tools.ts               |   2 +-
 packages/ai/src/ai/tools/get-data.ts          |  91 +++++-------
 packages/ai/src/query/batch-executor.ts       |  42 ++++--
 packages/ai/src/query/builders/pages.ts       |   8 ++
 packages/ai/src/query/builders/sessions.ts    |  34 ++++-
 packages/ai/src/query/builders/summary.ts     |   1 +
 packages/ai/src/query/index.ts                |  18 ++-
 packages/ai/src/query/simple-builder.ts       |   6 +-
 packages/ai/src/query/trait-filters.test.ts   | 130 ++++++++++++++++++
 packages/ai/src/query/trait-filters.ts        |  69 ++++++++++
 13 files changed, 371 insertions(+), 83 deletions(-)
 create mode 100644 packages/ai/src/query/trait-filters.test.ts
 create mode 100644 packages/ai/src/query/trait-filters.ts

diff --git a/packages/ai/src/ai/mcp/agent-tools.ts b/packages/ai/src/ai/mcp/agent-tools.ts
index 2e527a5f8..bda6e686a 100644
--- a/packages/ai/src/ai/mcp/agent-tools.ts
+++ b/packages/ai/src/ai/mcp/agent-tools.ts
@@ -189,7 +189,7 @@ Critical schema footguns: website id column is client_id (not website_id); times
 		}),
 		get_data: tool({
 			description:
-				"Run 1-10 pre-built analytics queries in one call. Preferred for explicit analytics requests. Covers traffic, pages, sessions, errors, performance, vitals, custom events, profiles, links, uptime, LLM, and revenue. Use preset (last_7d/last_30d/etc.) or from/to dates. Supports filters, groupBy, orderBy. If a type is invalid, the server returns valid options.",
+				"Run 1-10 pre-built analytics queries in one call. Preferred for explicit analytics requests. Covers traffic, pages, sessions, errors, performance, vitals, custom events, profiles, links, uptime, LLM, and revenue. Use preset (last_7d/last_30d/etc.) or from/to dates. Supports filters (column names or trait:<key> to segment by identified-user traits, e.g. trait:plan), groupBy, orderBy. If a type or filter field is invalid, the error lists valid options.",
 			strict: true,
 			inputSchema: z.object({
 				websiteId: z.string(),
@@ -244,7 +244,7 @@ Critical schema footguns: website id column is client_id (not website_id); times
 							type: r.type,
 							data: r.data,
 							rowCount: r.data.length,
-							...(r.error && { error: "Query failed" }),
+							...(r.error && { error: r.error }),
 						})),
 						...invalid.map((q) => ({
 							type: q.type,
diff --git a/packages/ai/src/ai/mcp/build-batch-query-requests.test.ts b/packages/ai/src/ai/mcp/build-batch-query-requests.test.ts
index 375afcae7..5c8fd94bb 100644
--- a/packages/ai/src/ai/mcp/build-batch-query-requests.test.ts
+++ b/packages/ai/src/ai/mcp/build-batch-query-requests.test.ts
@@ -45,4 +45,43 @@ describe("buildBatchQueryRequests", () => {
 			"nonsense_two",
 		]);
 	});
+
+	it("rejects filters that are not supported by the query type", () => {
+		const { requests, invalid } = buildBatchQueryRequests(
+			[
+				{
+					type: "top_pages",
+					preset: "last_7d",
+					filters: [{ field: "secret_col", op: "eq", value: "x" }],
+				},
+			],
+			"website-1",
+			"UTC"
+		);
+
+		expect(requests).toHaveLength(0);
+		expect(invalid[0]?.type).toBe("top_pages");
+		expect(invalid[0]?.error).toContain("secret_col");
+		expect(invalid[0]?.error).toContain("Allowed fields");
+		expect(invalid[0]?.error).toContain("trait:<key>");
+	});
+
+	it("keeps trait filters for the query execution layer to resolve", () => {
+		const { requests, invalid } = buildBatchQueryRequests(
+			[
+				{
+					type: "top_pages",
+					preset: "last_7d",
+					filters: [{ field: "trait:plan", op: "eq", value: "pro" }],
+				},
+			],
+			"website-1",
+			"UTC"
+		);
+
+		expect(invalid).toHaveLength(0);
+		expect(requests[0]?.filters).toEqual([
+			{ field: "trait:plan", op: "eq", value: "pro" },
+		]);
+	});
 });
diff --git a/packages/ai/src/ai/mcp/mcp-utils.ts b/packages/ai/src/ai/mcp/mcp-utils.ts
index f03dc511e..3291f2bce 100644
--- a/packages/ai/src/ai/mcp/mcp-utils.ts
+++ b/packages/ai/src/ai/mcp/mcp-utils.ts
@@ -12,7 +12,7 @@ import {
 	resolveDatePreset,
 } from "../../lib/date-presets";
 import { QueryBuilders } from "../../query/builders";
-import { suggestQueryTypes } from "../../query";
+import { invalidFilterFieldError, suggestQueryTypes } from "../../query";
 import type { Filter, QueryRequest } from "../../query/types";
 import { z } from "zod";
 
@@ -125,6 +125,14 @@ export function buildBatchQueryRequests(
 			});
 			continue;
 		}
+		const filterError = invalidFilterFieldError(
+			resolvedType,
+			q.filters as Filter[] | undefined
+		);
+		if (filterError) {
+			invalid.push({ error: filterError, type: q.type });
+			continue;
+		}
 		requests.push({
 			projectId: websiteId,
 			type: q.type,
diff --git a/packages/ai/src/ai/mcp/tools.ts b/packages/ai/src/ai/mcp/tools.ts
index 73c823711..fcfd93912 100644
--- a/packages/ai/src/ai/mcp/tools.ts
+++ b/packages/ai/src/ai/mcp/tools.ts
@@ -365,7 +365,7 @@ const getDataTool = defineMcpTool(
 				.array(FilterSchema)
 				.optional()
 				.describe(
-					"Filters [{field, op, value}]. ops: eq, ne, contains, not_contains, starts_with, in, not_in. 'field' is the ClickHouse column name — call get_schema if unsure. Rejected fields return the allowed list for this query."
+					"Filters [{field, op, value}]. ops: eq, ne, contains, not_contains, starts_with, in, not_in. 'field' is a ClickHouse column name — call get_schema if unsure — or trait:<key> (e.g. trait:plan) to segment by an identified-user trait. Rejected fields return the allowed list for this query."
 				),
 			groupBy: z.array(z.string()).optional().describe("Fields to group by."),
 			orderBy: z.string().optional().describe("Field to order results by."),
diff --git a/packages/ai/src/ai/tools/get-data.ts b/packages/ai/src/ai/tools/get-data.ts
index 9ef2767e2..f6b376838 100644
--- a/packages/ai/src/ai/tools/get-data.ts
+++ b/packages/ai/src/ai/tools/get-data.ts
@@ -1,14 +1,9 @@
-import {
-	isTraitFilterField,
-	resolveTraitSegment,
-	type TraitFilter,
-	TraitFilterError,
-} from "@databuddy/services/identity";
+import { TraitFilterError } from "@databuddy/services/identity";
 import { captureError } from "../../lib/tracing";
 import { tool } from "ai";
 import { z } from "zod";
 import { getWebsiteDomain } from "../../lib/website-utils";
-import { executeQuery, QueryBuilders } from "../../query";
+import { executeQuery, hasTraitFilters, QueryBuilders } from "../../query";
 import { shiftDate, todayInTimeZone } from "../../query/date-utils";
 import type { QueryRequest } from "../../query/types";
 import { getAppContext, resolveToolWebsite } from "./utils";
@@ -105,27 +100,6 @@ function describeTraitFilterError(error: unknown): string {
 	return "Trait filter failed";
 }
 
-async function resolveItemFilters(
-	websiteId: string,
-	filters: QueryItem["filters"]
-): Promise<QueryItem["filters"]> {
-	if (!filters?.length) {
-		return filters;
-	}
-	const traitFilters = filters.filter((f) => isTraitFilterField(f.field));
-	if (traitFilters.length === 0) {
-		return filters;
-	}
-	const segment = await resolveTraitSegment(
-		websiteId,
-		traitFilters as TraitFilter[]
-	);
-	return [
-		...filters.filter((f) => !isTraitFilterField(f.field)),
-		{ field: "profile_id", op: "in" as const, value: segment },
-	];
-}
-
 const PRESET_DAYS = {
 	last_7d: 7,
 	last_14d: 14,
@@ -203,20 +177,6 @@ export const getDataTool = tool({
 					};
 				}
 
-				let filters: QueryItem["filters"];
-				try {
-					filters = await resolveItemFilters(websiteId, item.filters);
-				} catch (error) {
-					return {
-						type: item.type,
-						websiteId,
-						data: [],
-						rowCount: 0,
-						executionTime: Date.now() - queryStart,
-						error: describeTraitFilterError(error),
-					};
-				}
-
 				const domain = resolvedDomain || (await getWebsiteDomain(websiteId));
 				const timezone = item.timezone ?? ctx.timezone ?? "UTC";
 				const { from, to } = resolveDates(item, timezone);
@@ -226,28 +186,43 @@ export const getDataTool = tool({
 					from,
 					to,
 					timeUnit: item.timeUnit,
-					filters: filters as QueryRequest["filters"],
+					filters: item.filters as QueryRequest["filters"],
 					groupBy: item.groupBy,
 					orderBy: item.orderBy,
 					limit: item.limit,
 					timezone,
 				};
 
-				const data = await executeQuery(req, domain, timezone);
-				return {
-					type: item.type,
-					websiteId,
-					summary: buildResultSummary(
-						item.type,
-						from,
-						to,
-						item.filters,
-						item.groupBy
-					),
-					data: data.slice(0, MAX_MODEL_ROWS),
-					rowCount: data.length,
-					executionTime: Date.now() - queryStart,
-				};
+				try {
+					const data = await executeQuery(req, domain, timezone);
+					return {
+						type: item.type,
+						websiteId,
+						summary: buildResultSummary(
+							item.type,
+							from,
+							to,
+							item.filters,
+							item.groupBy
+						),
+						data: data.slice(0, MAX_MODEL_ROWS),
+						rowCount: data.length,
+						executionTime: Date.now() - queryStart,
+					};
+				} catch (error) {
+					return {
+						type: item.type,
+						websiteId,
+						data: [],
+						rowCount: 0,
+						executionTime: Date.now() - queryStart,
+						error: hasTraitFilters(req.filters)
+							? describeTraitFilterError(error)
+							: error instanceof Error
+								? error.message
+								: "Query failed",
+					};
+				}
 			})
 		);
 
diff --git a/packages/ai/src/query/batch-executor.ts b/packages/ai/src/query/batch-executor.ts
index 4e80dd2a6..42b52ba8e 100644
--- a/packages/ai/src/query/batch-executor.ts
+++ b/packages/ai/src/query/batch-executor.ts
@@ -5,6 +5,7 @@ import {
 	getClickHouseQuerySettings,
 	SimpleQueryBuilder,
 } from "./simple-builder";
+import { resolveRequestTraitFilters } from "./trait-filters";
 import type { QueryRequest, SimpleQueryConfig } from "./types";
 import { applyPlugins } from "./utils";
 
@@ -353,16 +354,11 @@ async function runSingle(
 }
 
 function groupBySchema(
-	requests: BatchRequest[]
+	items: { index: number; req: BatchRequest }[]
 ): Map<string, { index: number; req: BatchRequest }[]> {
 	const groups = new Map<string, { index: number; req: BatchRequest }[]>();
 
-	for (let i = 0; i < requests.length; i++) {
-		const req = requests[i];
-		if (!req) {
-			continue;
-		}
-
+	for (const { index, req } of items) {
 		const config = QueryBuilders[req.type];
 		if (!config) {
 			continue;
@@ -370,7 +366,7 @@ function groupBySchema(
 
 		const sig = getSchemaSignature(req.type, config) || `__solo_${req.type}`;
 		const list = groups.get(sig) || [];
-		list.push({ index: i, req });
+		list.push({ index, req });
 		groups.set(sig, list);
 	}
 
@@ -454,12 +450,36 @@ export async function executeBatch(
 		batch_types: requests.map((r) => r.type).join(","),
 	});
 
-	if (requests.length === 1 && requests[0]) {
-		return [await runSingle(requests[0], opts)];
+	const traitFailures = new Map<number, BatchResult>();
+	const resolvedRequests = await Promise.all(
+		requests.map(async (req, index) => {
+			try {
+				return await resolveRequestTraitFilters(req);
+			} catch (e) {
+				const error = e instanceof Error ? e.message : "Trait filter failed";
+				mergeWideEvent({ query_error: error });
+				traitFailures.set(index, { type: req.type, data: [], error });
+				return req;
+			}
+		})
+	);
+
+	if (
+		traitFailures.size === 0 &&
+		resolvedRequests.length === 1 &&
+		resolvedRequests[0]
+	) {
+		return [await runSingle(resolvedRequests[0], opts)];
 	}
 
-	const groups = groupBySchema(requests);
+	const successfulRequests = resolvedRequests.flatMap((req, index) =>
+		traitFailures.has(index) ? [] : [{ index, req }]
+	);
+	const groups = groupBySchema(successfulRequests);
 	const results: BatchResult[] = Array.from({ length: requests.length });
+	for (const [index, failure] of traitFailures) {
+		results[index] = failure;
+	}
 
 	async function runGroup(
 		groupItems: { index: number; req: BatchRequest }[]
diff --git a/packages/ai/src/query/builders/pages.ts b/packages/ai/src/query/builders/pages.ts
index 709323256..a950c255e 100644
--- a/packages/ai/src/query/builders/pages.ts
+++ b/packages/ai/src/query/builders/pages.ts
@@ -29,6 +29,8 @@ export const PagesBuilders: Record<string, SimpleQueryConfig> = {
 			"utm_source",
 			"utm_medium",
 			"utm_campaign",
+			"profile_id",
+			"anonymous_id",
 		],
 		customizable: true,
 		plugins: {
@@ -99,6 +101,7 @@ export const PagesBuilders: Record<string, SimpleQueryConfig> = {
 			"utm_source",
 			"utm_medium",
 			"utm_campaign",
+			"profile_id",
 		],
 		customizable: true,
 		plugins: {
@@ -212,6 +215,7 @@ export const PagesBuilders: Record<string, SimpleQueryConfig> = {
 			"utm_source",
 			"utm_medium",
 			"utm_campaign",
+			"profile_id",
 		],
 		customizable: true,
 		plugins: {
@@ -336,6 +340,8 @@ export const PagesBuilders: Record<string, SimpleQueryConfig> = {
 			"utm_source",
 			"utm_medium",
 			"utm_campaign",
+			"profile_id",
+			"anonymous_id",
 		],
 		customizable: true,
 		plugins: {
@@ -355,6 +361,8 @@ export const PagesBuilders: Record<string, SimpleQueryConfig> = {
 			"utm_source",
 			"utm_medium",
 			"utm_campaign",
+			"profile_id",
+			"anonymous_id",
 		],
 		customizable: true,
 		plugins: {
diff --git a/packages/ai/src/query/builders/sessions.ts b/packages/ai/src/query/builders/sessions.ts
index 47d9a5c9c..482bc7b83 100644
--- a/packages/ai/src/query/builders/sessions.ts
+++ b/packages/ai/src/query/builders/sessions.ts
@@ -17,7 +17,9 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 			tags: ["sessions", "metrics", "overview"],
 		},
 		customSql: (ctx) => {
-			const { websiteId, startDate, endDate } = ctx;
+			const { websiteId, startDate, endDate, filterConditions, filterParams } =
+				ctx;
+			const filterClause = appendFilterClause(filterConditions);
 			return {
 				sql: `
 				WITH session_rollup AS (
@@ -33,6 +35,7 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 						AND time >= toDateTime({startDate:String})
 						AND time <= toDateTime(concat({endDate:String}, ' 23:59:59'))
 						AND session_id != ''
+						${filterClause}
 					GROUP BY session_id
 				)
 				SELECT
@@ -42,10 +45,11 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 					sum(total_events) as total_events
 				FROM session_rollup
 			`,
-				params: { websiteId, startDate, endDate },
+				params: { websiteId, startDate, endDate, ...filterParams },
 			};
 		},
 		timeField: "time",
+		allowedFilters: ["profile_id", "anonymous_id"],
 		customizable: true,
 	} satisfies SimpleQueryConfig,
 
@@ -72,6 +76,7 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 		groupBy: ["duration_range"],
 		orderBy: "sessions DESC",
 		timeField: "time",
+		allowedFilters: ["profile_id", "anonymous_id"],
 		customizable: true,
 	} satisfies SimpleQueryConfig,
 
@@ -92,6 +97,7 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 		groupBy: ["device_type"],
 		orderBy: "sessions DESC",
 		timeField: "time",
+		allowedFilters: ["profile_id", "anonymous_id"],
 		customizable: true,
 	} satisfies SimpleQueryConfig,
 
@@ -113,6 +119,7 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 		orderBy: "sessions DESC",
 		limit: 100,
 		timeField: "time",
+		allowedFilters: ["profile_id", "anonymous_id"],
 		customizable: true,
 	} satisfies SimpleQueryConfig,
 
@@ -133,6 +140,7 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 		groupBy: ["toDate(time)"],
 		orderBy: "date ASC",
 		timeField: "time",
+		allowedFilters: ["profile_id", "anonymous_id"],
 		customizable: true,
 	} satisfies SimpleQueryConfig,
 
@@ -144,7 +152,9 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 			tags: ["sessions", "flow", "paths", "transitions"],
 		},
 		customSql: (ctx) => {
-			const { websiteId, startDate, endDate } = ctx;
+			const { websiteId, startDate, endDate, filterConditions, filterParams } =
+				ctx;
+			const filterClause = appendFilterClause(filterConditions);
 			return {
 				sql: `
 				WITH page_events AS (
@@ -164,6 +174,7 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 						AND event_name = 'screen_view'
 						AND session_id != ''
 						AND path != ''
+						${filterClause}
 				)
 				SELECT
 					path as from_path,
@@ -177,10 +188,16 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 				ORDER BY transitions DESC
 				LIMIT 100
 			`,
-				params: { websiteId, startDate, endDate: inclusiveEndDate(endDate) },
+				params: {
+					websiteId,
+					startDate,
+					endDate: inclusiveEndDate(endDate),
+					...filterParams,
+				},
 			};
 		},
 		timeField: "time",
+		allowedFilters: ["profile_id", "anonymous_id"],
 		customizable: true,
 	} satisfies SimpleQueryConfig,
 
@@ -202,6 +219,7 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 		orderBy: "sessions DESC",
 		limit: 100,
 		timeField: "time",
+		allowedFilters: ["profile_id", "anonymous_id"],
 		customizable: true,
 	} satisfies SimpleQueryConfig,
 
@@ -213,9 +231,11 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 			tags: ["sessions", "investigation", "product-usage"],
 		},
 		customSql: (ctx) => {
-			const { websiteId, startDate, endDate } = ctx;
+			const { websiteId, startDate, endDate, filterConditions, filterParams } =
+				ctx;
 			const limit = ctx.limit ?? 10;
 			const offset = ctx.offset ?? 0;
+			const filterClause = appendFilterClause(filterConditions);
 			return {
 				sql: `
 				WITH base_sessions AS (
@@ -239,6 +259,7 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 						AND time >= toDateTime({startDate:String})
 						AND time <= toDateTime({endDate:String})
 						AND session_id != ''
+						${filterClause}
 					GROUP BY session_id
 				),
 				custom_counts AS (
@@ -346,9 +367,11 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 					endDate: inclusiveEndDate(endDate),
 					limit,
 					offset,
+					...filterParams,
 				},
 			};
 		},
+		allowedFilters: ["profile_id", "anonymous_id"],
 		plugins: { normalizeGeo: true },
 	} satisfies SimpleQueryConfig,
 
@@ -474,6 +497,7 @@ export const SessionsBuilders: Record<string, SimpleQueryConfig> = {
 				},
 			};
 		},
+		allowedFilters: ["profile_id", "anonymous_id"],
 		plugins: {
 			normalizeGeo: true,
 		},
diff --git a/packages/ai/src/query/builders/summary.ts b/packages/ai/src/query/builders/summary.ts
index 20cebae7e..fdaa94353 100644
--- a/packages/ai/src/query/builders/summary.ts
+++ b/packages/ai/src/query/builders/summary.ts
@@ -138,6 +138,7 @@ export const SummaryBuilders: Record<string, SimpleQueryConfig> = {
 			};
 		},
 		timeField: "time",
+		allowedFilters: ["profile_id", "anonymous_id"],
 		customizable: true,
 		plugins: { sessionAttribution: true },
 	},
diff --git a/packages/ai/src/query/index.ts b/packages/ai/src/query/index.ts
index 8e486a5c1..672cd5916 100644
--- a/packages/ai/src/query/index.ts
+++ b/packages/ai/src/query/index.ts
@@ -2,6 +2,10 @@
 import { z } from "zod";
 import { QueryBuilders, suggestQueryTypes } from "./builders";
 import { SimpleQueryBuilder } from "./simple-builder";
+import {
+	invalidFilterFieldError,
+	resolveRequestTraitFilters,
+} from "./trait-filters";
 import type { FilterOperators, QueryRequest, TimeGranularity } from "./types";
 
 const FILTER_OPS = [
@@ -85,7 +89,14 @@ export const executeQuery = async (
 	websiteDomain?: string | null,
 	timezone?: string,
 	abortSignal?: AbortSignal
-) => createBuilder(request, websiteDomain, timezone).execute(abortSignal);
+) => {
+	const filterError = invalidFilterFieldError(request.type, request.filters);
+	if (filterError) {
+		throw new Error(filterError);
+	}
+	const resolved = await resolveRequestTraitFilters(request);
+	return createBuilder(resolved, websiteDomain, timezone).execute(abortSignal);
+};
 
 export const compileQuery = (
 	request: QueryRequest,
@@ -102,4 +113,9 @@ export {
 export * from "./builders";
 export * from "./expressions";
 export { allowedFilterFields, isFilterFieldAllowed } from "./simple-builder";
+export {
+	hasTraitFilters,
+	invalidFilterFieldError,
+	resolveRequestTraitFilters,
+} from "./trait-filters";
 export * from "./types";
diff --git a/packages/ai/src/query/simple-builder.ts b/packages/ai/src/query/simple-builder.ts
index 03d85e8d8..d52eb6f26 100644
--- a/packages/ai/src/query/simple-builder.ts
+++ b/packages/ai/src/query/simple-builder.ts
@@ -1048,10 +1048,8 @@ export class SimpleQueryBuilder {
 				if (!filter || filter.target || filter.having) {
 					continue;
 				}
-				// Skip filters for fields not supported by this query type rather
-				// than throwing — in a multi-query batch, a dimension specific to
-				// one query type (e.g. "href" for outbound_links) should simply be
-				// ignored by query types that don't know about it.
+				// Unsupported filters are skipped so one multi-query batch can share
+				// dimension-specific filters without breaking unrelated query types.
 				if (!isFilterFieldAllowed(this.config, filter.field)) {
 					continue;
 				}
diff --git a/packages/ai/src/query/trait-filters.test.ts b/packages/ai/src/query/trait-filters.test.ts
new file mode 100644
index 000000000..8d9f17562
--- /dev/null
+++ b/packages/ai/src/query/trait-filters.test.ts
@@ -0,0 +1,130 @@
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import {
+	invalidFilterFieldError,
+	resolveRequestTraitFilters,
+} from "./trait-filters";
+import type { QueryRequest } from "./types";
+
+const mockResolveTraitSegment = vi.fn();
+
+vi.mock("@databuddy/services/identity", () => {
+	class TraitFilterError extends Error {}
+
+	return {
+		TraitFilterError,
+		isTraitFilterField: (field: string) =>
+			field.startsWith("trait:") && field.length > "trait:".length,
+		resolveTraitSegment: mockResolveTraitSegment,
+	};
+});
+
+function makeRequest(overrides: Partial<QueryRequest> = {}): QueryRequest {
+	return {
+		projectId: "test-site",
+		type: "top_pages",
+		from: "2026-04-01",
+		to: "2026-04-11",
+		...overrides,
+	};
+}
+
+describe("resolveRequestTraitFilters", () => {
+	beforeEach(() => {
+		mockResolveTraitSegment.mockReset();
+		mockResolveTraitSegment.mockResolvedValue(["profile-a", "profile-b"]);
+	});
+
+	it("returns the original request when no trait filters are present", async () => {
+		const request = makeRequest({
+			filters: [{ field: "path", op: "eq", value: "/" }],
+		});
+
+		await expect(resolveRequestTraitFilters(request)).resolves.toBe(request);
+		expect(mockResolveTraitSegment).not.toHaveBeenCalled();
+	});
+
+	it("resolves trait filters to a profile_id segment filter", async () => {
+		const request = makeRequest({
+			filters: [
+				{ field: "path", op: "eq", value: "/" },
+				{ field: "trait:plan", op: "eq", value: "pro" },
+				{ field: "trait:role", op: "in", value: ["admin", "owner"] },
+			],
+		});
+
+		const resolved = await resolveRequestTraitFilters(request);
+
+		expect(mockResolveTraitSegment).toHaveBeenCalledWith("test-site", [
+			{ field: "trait:plan", op: "eq", value: "pro" },
+			{ field: "trait:role", op: "in", value: ["admin", "owner"] },
+		]);
+		expect(resolved.filters).toEqual([
+			{ field: "path", op: "eq", value: "/" },
+			{ field: "profile_id", op: "in", value: ["profile-a", "profile-b"] },
+		]);
+	});
+
+	it("rejects trait filters for organization-scoped queries", async () => {
+		await expect(
+			resolveRequestTraitFilters(
+				makeRequest({
+					organizationWebsiteIds: ["site-a", "site-b"],
+					projectId: "org-id",
+					filters: [{ field: "trait:plan", op: "eq", value: "pro" }],
+				})
+			)
+		).rejects.toThrow("website-scoped queries");
+		expect(mockResolveTraitSegment).not.toHaveBeenCalled();
+	});
+
+	it("rejects query types that cannot filter by profile_id", async () => {
+		await expect(
+			resolveRequestTraitFilters(
+				makeRequest({
+					type: "session_events",
+					filters: [{ field: "trait:plan", op: "eq", value: "pro" }],
+				})
+			)
+		).rejects.toThrow("Trait filters are not supported for session_events");
+		expect(mockResolveTraitSegment).not.toHaveBeenCalled();
+	});
+});
+
+describe("invalidFilterFieldError", () => {
+	it("rejects fields outside the query type's allowlist with the allowed list", () => {
+		const error = invalidFilterFieldError("session_metrics", [
+			{ field: "definitely_not_a_column", op: "eq", value: "x" },
+		]);
+		expect(error).toContain("definitely_not_a_column");
+		expect(error).toContain("session_metrics");
+		expect(error).toContain("profile_id");
+	});
+
+	it("accepts allowed, global, and trait filter fields", () => {
+		expect(
+			invalidFilterFieldError("session_metrics", [
+				{ field: "country", op: "eq", value: "US" },
+				{ field: "profile_id", op: "eq", value: "user-1" },
+				{ field: "trait:plan", op: "eq", value: "free" },
+			])
+		).toBeNull();
+	});
+
+	it("ignores target and having scoped filters", () => {
+		expect(
+			invalidFilterFieldError("session_metrics", [
+				{ field: "session_count", op: "eq", value: 3, having: true },
+				{ field: "custom_field", op: "eq", value: "x", target: "my_cte" },
+			])
+		).toBeNull();
+	});
+
+	it("returns null for unknown query types and empty filters", () => {
+		expect(
+			invalidFilterFieldError("nope", [
+				{ field: "custom", op: "eq", value: "x" },
+			])
+		).toBeNull();
+		expect(invalidFilterFieldError("session_metrics", [])).toBeNull();
+	});
+});
diff --git a/packages/ai/src/query/trait-filters.ts b/packages/ai/src/query/trait-filters.ts
new file mode 100644
index 000000000..64d2e35d3
--- /dev/null
+++ b/packages/ai/src/query/trait-filters.ts
@@ -0,0 +1,69 @@
+import {
+	isTraitFilterField,
+	resolveTraitSegment,
+	type TraitFilter,
+	TraitFilterError,
+} from "@databuddy/services/identity";
+import { QueryBuilders } from "./builders";
+import { allowedFilterFields, isFilterFieldAllowed } from "./simple-builder";
+import type { Filter, QueryRequest } from "./types";
+
+export function hasTraitFilters(filters: Filter[] | undefined): boolean {
+	return Boolean(filters?.some((f) => isTraitFilterField(f.field)));
+}
+
+export function invalidFilterFieldError(
+	type: string,
+	filters: Filter[] | undefined
+): string | null {
+	const config = QueryBuilders[type];
+	if (!(config && filters?.length)) {
+		return null;
+	}
+	const disallowed = filters.find(
+		(f) =>
+			!(
+				f.target ||
+				f.having ||
+				isTraitFilterField(f.field) ||
+				isFilterFieldAllowed(config, f.field)
+			)
+	);
+	if (!disallowed) {
+		return null;
+	}
+	const allowed = allowedFilterFields(config).sort().join(", ");
+	return `Filter on field '${disallowed.field}' is not permitted for ${type}. Allowed fields: ${allowed}. Identified-user traits can be filtered with trait:<key> (e.g. trait:plan) on query types that accept profile_id.`;
+}
+
+export async function resolveRequestTraitFilters(
+	request: QueryRequest
+): Promise<QueryRequest> {
+	if (!hasTraitFilters(request.filters)) {
+		return request;
+	}
+	if (request.organizationWebsiteIds) {
+		throw new TraitFilterError(
+			"Trait filters are only supported for website-scoped queries."
+		);
+	}
+	const config = QueryBuilders[request.type];
+	if (config && !isFilterFieldAllowed(config, "profile_id")) {
+		throw new TraitFilterError(
+			`Trait filters are not supported for ${request.type}. Query types that support them accept a profile_id filter.`
+		);
+	}
+	const filters = request.filters ?? [];
+	const traitFilters = filters.filter((f) => isTraitFilterField(f.field));
+	const segment = await resolveTraitSegment(
+		request.projectId,
+		traitFilters as TraitFilter[]
+	);
+	return {
+		...request,
+		filters: [
+			...filters.filter((f) => !isTraitFilterField(f.field)),
+			{ field: "profile_id", op: "in", value: segment },
+		],
+	};
+}

From b9d5abe6beb550f5a27f2beab1fb6aa3ff94d677 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 18:53:34 +0300
Subject: [PATCH 002/129] fix(dashboard): stop session guard from revoking
 sessions on transient fetch failures

---
 apps/dashboard/components/providers/session-guard.tsx | 4 +---
 1 file changed, 1 insertion(+), 3 deletions(-)

diff --git a/apps/dashboard/components/providers/session-guard.tsx b/apps/dashboard/components/providers/session-guard.tsx
index db50d64e8..2eee6cc80 100644
--- a/apps/dashboard/components/providers/session-guard.tsx
+++ b/apps/dashboard/components/providers/session-guard.tsx
@@ -13,9 +13,7 @@ export function SessionGuard({ children }: { children: React.ReactNode }) {
 		}
 
 		clearPersistedQueryCache();
-		authClient.signOut().finally(() => {
-			window.location.href = "/login";
-		});
+		window.location.href = "/login";
 	}, [isPending, session]);
 
 	return <>{children}</>;

From ed9e2d1818078766641c81262a7c9c443379114f Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 18:55:48 +0300
Subject: [PATCH 003/129] fix(tracker): assert the real vitals payload shape in
 e2e test

---
 packages/tracker/tests/vitals.spec.ts | 3 +--
 1 file changed, 1 insertion(+), 2 deletions(-)

diff --git a/packages/tracker/tests/vitals.spec.ts b/packages/tracker/tests/vitals.spec.ts
index ab9570b49..8dd86fd3a 100644
--- a/packages/tracker/tests/vitals.spec.ts
+++ b/packages/tracker/tests/vitals.spec.ts
@@ -1,7 +1,6 @@
 import { expect, test } from "./test-utils";
 
 type WebVitalEvent = {
-	name: "web_vital";
 	timestamp: number;
 	path: string;
 	metricName: string;
@@ -43,9 +42,9 @@ test.describe("Web Vitals Tracking", () => {
 
 			const validMetrics = ["FCP", "LCP", "CLS", "INP", "TTFB", "FPS"];
 			for (const vital of allVitals) {
-				expect(vital.name).toBe("web_vital");
 				expect(validMetrics).toContain(vital.metricName);
 				expect(typeof vital.metricValue).toBe("number");
+				expect(typeof vital.path).toBe("string");
 			}
 
 			console.table(

From 1f177bd256eecd1c77f35a8ee5dda0c150262b70 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 19:10:30 +0300
Subject: [PATCH 004/129] feat(dashboard): lifetime value column on users page

---
 .../app/(main)/websites/[id]/users/page.tsx   | 20 +++++++++++++++++++
 apps/dashboard/types/analytics.ts             |  1 +
 packages/ai/src/query/builders/profiles.ts    | 11 ++++++++++
 3 files changed, 32 insertions(+)

diff --git a/apps/dashboard/app/(main)/websites/[id]/users/page.tsx b/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
index 19ca07931..6666193a3 100644
--- a/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
@@ -40,6 +40,7 @@ import { useAtomValue } from "jotai";
 import Image from "next/image";
 import { notFound, useParams, useRouter } from "next/navigation";
 import { useCallback, useEffect, useMemo, useState } from "react";
+import { formatCurrency } from "@/lib/formatters";
 import { generateProfileName } from "./[userId]/_components/generate-profile-name";
 import { type ProfileSort, useProfilesData } from "./use-users";
 import { useEventNames } from "./use-event-names";
@@ -169,6 +170,9 @@ function SkeletonRow() {
 			<TableCell className="h-[49px] py-2">
 				<Skeleton className="h-4 w-6" />
 			</TableCell>
+			<TableCell className="h-[49px] py-2">
+				<Skeleton className="h-4 w-12" />
+			</TableCell>
 			<TableCell className="h-[49px] py-2">
 				<Skeleton className="h-5 w-12 rounded-full" />
 			</TableCell>
@@ -507,6 +511,22 @@ export default function UsersPage() {
 				},
 				size: 70,
 			},
+			{
+				id: "ltv",
+				header: "LTV",
+				cell: ({ row }) => {
+					const ltv = row.original.ltv ?? 0;
+					if (ltv === 0) {
+						return <span className="text-muted-foreground text-sm">—</span>;
+					}
+					return (
+						<span className="font-medium tabular-nums">
+							{formatCurrency(ltv)}
+						</span>
+					);
+				},
+				size: 90,
+			},
 			{
 				id: "type",
 				header: "Type",
diff --git a/apps/dashboard/types/analytics.ts b/apps/dashboard/types/analytics.ts
index fb0ba24b6..5adcc12f3 100644
--- a/apps/dashboard/types/analytics.ts
+++ b/apps/dashboard/types/analytics.ts
@@ -14,6 +14,7 @@ export interface ProfileData {
 	email: string | null;
 	first_visit: string;
 	last_visit: string;
+	ltv: number;
 	os_name: string;
 	profile_id: string;
 	referrer: string;
diff --git a/packages/ai/src/query/builders/profiles.ts b/packages/ai/src/query/builders/profiles.ts
index 5f2cb5a1c..44f7ab46f 100644
--- a/packages/ai/src/query/builders/profiles.ts
+++ b/packages/ai/src/query/builders/profiles.ts
@@ -333,6 +333,15 @@ export const ProfilesBuilders: Record<string, SimpleQueryConfig> = {
         AND ${CUSTOM_EVENTS_VISITOR_KEY} IN (SELECT visitor_id FROM visitor_profiles)
       GROUP BY visitor_id
     ),
+    visitor_revenue AS (
+      SELECT
+        ${CUSTOM_EVENTS_VISITOR_KEY} as visitor_id,
+        toFloat64(sumIf(amount, type != 'refund') - sumIf(amount, type = 'refund')) as ltv
+      FROM ${Analytics.revenue}
+      WHERE (owner_id = {websiteId:String} OR website_id = {websiteId:String})
+        AND ${CUSTOM_EVENTS_VISITOR_KEY} IN (SELECT visitor_id FROM visitor_profiles)
+      GROUP BY visitor_id
+    ),
     visitor_sessions AS (
       SELECT
         ${EVENTS_VISITOR_KEY} as visitor_id,
@@ -390,6 +399,7 @@ export const ProfilesBuilders: Record<string, SimpleQueryConfig> = {
       vp.referrer AS referrer,
       COALESCE(vce.custom_event_count, 0) as custom_event_count,
       COALESCE(vce.unique_event_names, 0) as unique_event_names,
+      COALESCE(vr.ltv, 0) as ltv,
       COALESCE(vs.session_id, '') as session_id,
       COALESCE(vs.session_start, '') as session_start,
       COALESCE(vs.session_end, '') as session_end,
@@ -406,6 +416,7 @@ export const ProfilesBuilders: Record<string, SimpleQueryConfig> = {
       COALESCE(vs.events, []) as events
     FROM visitor_profiles vp
     LEFT JOIN visitor_custom_events vce ON vp.visitor_id = vce.visitor_id
+    LEFT JOIN visitor_revenue vr ON vp.visitor_id = vr.visitor_id
     LEFT JOIN visitor_sessions vs ON vp.visitor_id = vs.visitor_id
     ORDER BY vp.${profileSort}, vs.session_start DESC
   `,

From cd7a4e1932783c85827b3ef1576946d5d9c32760 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 19:12:52 +0300
Subject: [PATCH 005/129] feat(dashboard): find users by email via
 deterministic hash lookup

---
 .../src/integration/profile-handlers.test.ts  | 27 +++++++++++++
 .../app/(main)/websites/[id]/users/page.tsx   | 34 +++++++++++++++++
 packages/rpc/src/routers/profiles.ts          | 38 ++++++++++++++++++-
 3 files changed, 98 insertions(+), 1 deletion(-)

diff --git a/apps/api/src/integration/profile-handlers.test.ts b/apps/api/src/integration/profile-handlers.test.ts
index 0cbe3ca74..042fad296 100644
--- a/apps/api/src/integration/profile-handlers.test.ts
+++ b/apps/api/src/integration/profile-handlers.test.ts
@@ -251,6 +251,33 @@ describe("upsertProfile trait history", () => {
 	});
 });
 
+describe("profiles.findByEmail", () => {
+	iit("finds a profile by exact email via the lookup hash", async () => {
+		const user = await signUp();
+		const org = await insertOrganization();
+		await addToOrganization(user.id, org.id, "member");
+		const website = await insertWebsite({ organizationId: org.id });
+		await upsertProfile(
+			website.id,
+			"user_1",
+			splitTraits({ email: "Jo@Acme.com", name: "Jo" })
+		);
+		const ctx = userContext(user, org.id);
+
+		const found = await call(appRouter.profiles.findByEmail, ctx)({
+			websiteId: website.id,
+			email: "jo@acme.com",
+		});
+		expect(found).toEqual({ profileId: "user_1" });
+
+		const missing = await call(appRouter.profiles.findByEmail, ctx)({
+			websiteId: website.id,
+			email: "nobody@acme.com",
+		});
+		expect(missing).toBeNull();
+	});
+});
+
 describe("profiles.traitKeys / traitValues", () => {
 	iit("lists distinct keys and values for the website only", async () => {
 		const user = await signUp();
diff --git a/apps/dashboard/app/(main)/websites/[id]/users/page.tsx b/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
index 6666193a3..679df65f7 100644
--- a/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
@@ -13,6 +13,7 @@ import {
 } from "@/components/ui/table";
 import { useDateFilters } from "@/hooks/use-date-filters";
 import { useTraitKeys, useTraitValues } from "@/hooks/use-profiles";
+import { orpc } from "@/lib/orpc";
 import { getDeviceIcon } from "@/components/device-icon";
 import { dynamicQueryFiltersAtom } from "@/stores/jotai/filterAtoms";
 import type { DynamicQueryFilter } from "@/stores/jotai/filterAtoms";
@@ -27,6 +28,7 @@ import {
 	ArrowUpIcon,
 	GlobeIcon,
 	LightningIcon,
+	MagnifyingGlassIcon,
 	TagIcon,
 	UsersIcon,
 } from "@databuddy/ui/icons";
@@ -48,10 +50,12 @@ import {
 	Badge,
 	Button,
 	EmptyState,
+	Input,
 	Skeleton,
 	Tooltip,
 	dayjs,
 } from "@databuddy/ui";
+import { toast } from "sonner";
 import { DropdownMenu } from "@databuddy/ui/client";
 
 const wwwRegex = /^www\./;
@@ -201,6 +205,7 @@ export default function UsersPage() {
 		order: "desc",
 	});
 	const [eventFilter, setEventFilter] = useState<string | null>(null);
+	const [emailQuery, setEmailQuery] = useState("");
 	const [traitFilter, setTraitFilter] = useState<{
 		key: string;
 		value: string | null;
@@ -724,6 +729,35 @@ export default function UsersPage() {
 
 	const refreshAction = (
 		<TopBar.Actions>
+			<form
+				className="flex items-center"
+				onSubmit={async (e) => {
+					e.preventDefault();
+					const email = emailQuery.trim().toLowerCase();
+					if (!email) {
+						return;
+					}
+					const found = await orpc.profiles.findByEmail
+						.call({ websiteId, email })
+						.catch(() => null);
+					if (found) {
+						router.push(`/websites/${websiteId}/users/${found.profileId}`);
+					} else {
+						toast.info("No user found with that email");
+					}
+				}}
+			>
+				<div className="relative">
+					<MagnifyingGlassIcon className="absolute top-1/2 left-2 size-3.5 -translate-y-1/2 text-muted-foreground" />
+					<Input
+						className="h-8 w-52 pl-7 text-xs"
+						onChange={(e) => setEmailQuery(e.target.value)}
+						placeholder="Find by email"
+						type="email"
+						value={emailQuery}
+					/>
+				</div>
+			</form>
 			<Button
 				disabled={isFetching}
 				onClick={() => refetch()}
diff --git a/packages/rpc/src/routers/profiles.ts b/packages/rpc/src/routers/profiles.ts
index f08df6537..e62f3d51e 100644
--- a/packages/rpc/src/routers/profiles.ts
+++ b/packages/rpc/src/routers/profiles.ts
@@ -4,7 +4,7 @@ import {
 	profiles,
 	profileTraitChanges,
 } from "@databuddy/db/schema";
-import { revealPii } from "@databuddy/services/identity";
+import { emailLookupHash, revealPii } from "@databuddy/services/identity";
 import { z } from "zod";
 import { trackedProcedure } from "../orpc";
 import { withWorkspace } from "../procedures/with-workspace";
@@ -19,6 +19,42 @@ const profileOutputSchema = z.object({
 });
 
 export const profilesRouter = {
+	findByEmail: trackedProcedure
+		.route({
+			method: "POST",
+			path: "/profiles/findByEmail",
+			tags: ["Profiles"],
+			summary: "Find profile by email",
+			description:
+				"Looks up an identified profile by exact email match via the deterministic email hash. Requires website read permission.",
+		})
+		.input(
+			z.object({
+				websiteId: z.string(),
+				email: z.string().email().max(320),
+			})
+		)
+		.output(z.object({ profileId: z.string() }).nullable())
+		.handler(async ({ context, input }) => {
+			await withWorkspace(context, {
+				websiteId: input.websiteId,
+				permissions: ["read"],
+			});
+
+			const [row] = await context.db
+				.select({ profileId: profiles.profileId })
+				.from(profiles)
+				.where(
+					and(
+						eq(profiles.websiteId, input.websiteId),
+						eq(profiles.emailHash, emailLookupHash(input.email))
+					)
+				)
+				.limit(1);
+
+			return row ?? null;
+		}),
+
 	traitKeys: trackedProcedure
 		.route({
 			method: "POST",

From 0088484af2f4ce7cba57d6380b15be26f73be139 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 19:30:19 +0300
Subject: [PATCH 006/129] feat(basket): attribute recurring stripe revenue via
 invoice.paid with attribution carry-forward

---
 .../basket/src/routes/webhooks/stripe.test.ts |  41 ++++-
 apps/basket/src/routes/webhooks/stripe.ts     | 145 +++++++++++++++++-
 2 files changed, 183 insertions(+), 3 deletions(-)

diff --git a/apps/basket/src/routes/webhooks/stripe.test.ts b/apps/basket/src/routes/webhooks/stripe.test.ts
index 1dc7bda0d..d0ef0a1eb 100644
--- a/apps/basket/src/routes/webhooks/stripe.test.ts
+++ b/apps/basket/src/routes/webhooks/stripe.test.ts
@@ -1,6 +1,6 @@
 import { describe, expect, test } from "vitest";
 import { createHmac } from "node:crypto";
-import { verifyStripeSignature } from "./stripe";
+import { invoiceMetadataSources, verifyStripeSignature } from "./stripe";
 
 const SECRET = "whsec_test_secret_key";
 
@@ -184,3 +184,42 @@ describe("verifyStripeSignature", () => {
 		}
 	});
 });
+
+describe("invoiceMetadataSources", () => {
+	test("merges parent, subscription_details, and invoice metadata with invoice winning", () => {
+		const merged = invoiceMetadataSources({
+			amount_paid: 100,
+			created: 1_700_000_000,
+			currency: "usd",
+			id: "in_1",
+			metadata: { databuddy_profile_id: "user_invoice" },
+			parent: {
+				subscription_details: {
+					metadata: {
+						databuddy_profile_id: "user_parent",
+						databuddy_client_id: "site_parent",
+					},
+				},
+			},
+			subscription_details: {
+				metadata: { databuddy_session_id: "sess_sub" },
+			},
+		});
+		expect(merged).toEqual({
+			databuddy_profile_id: "user_invoice",
+			databuddy_client_id: "site_parent",
+			databuddy_session_id: "sess_sub",
+		});
+	});
+
+	test("returns empty object when no metadata anywhere", () => {
+		expect(
+			invoiceMetadataSources({
+				amount_paid: 100,
+				created: 1_700_000_000,
+				currency: "usd",
+				id: "in_1",
+			})
+		).toEqual({});
+	});
+});
diff --git a/apps/basket/src/routes/webhooks/stripe.ts b/apps/basket/src/routes/webhooks/stripe.ts
index 7c28109aa..03d799603 100644
--- a/apps/basket/src/routes/webhooks/stripe.ts
+++ b/apps/basket/src/routes/webhooks/stripe.ts
@@ -50,9 +50,15 @@ interface WebhookInvoice {
 	description?: string | null;
 	id: string;
 	metadata?: Record<string, string>;
-	payment_intent?: string | null;
+	parent?: {
+		subscription_details?: { metadata?: Record<string, string> | null } | null;
+	} | null;
+	payment_intent?: string | { id: string } | null;
 	status?: string;
 	subscription?: string | null;
+	subscription_details?: {
+		metadata?: Record<string, string> | null;
+	} | null;
 }
 
 interface WebhookEvent {
@@ -171,12 +177,73 @@ function getConfig(hash: string): Promise<WebhookConfig | { error: string }> {
 	>;
 }
 
+export function invoiceMetadataSources(
+	invoice: WebhookInvoice
+): Record<string, string> {
+	return {
+		...invoice.parent?.subscription_details?.metadata,
+		...invoice.subscription_details?.metadata,
+		...invoice.metadata,
+	};
+}
+
+async function existingAttribution(
+	ownerId: string,
+	transactionId: string
+): Promise<
+	Pick<AnalyticsMetadata, "anonymous_id" | "profile_id" | "session_id">
+> {
+	try {
+		const result = await clickHouse.query({
+			query: `SELECT
+					argMax(profile_id, synced_at) AS profile_id,
+					argMax(ifNull(anonymous_id, ''), synced_at) AS anonymous_id,
+					argMax(ifNull(session_id, ''), synced_at) AS session_id
+				FROM analytics.revenue
+				WHERE owner_id = {ownerId:String} AND transaction_id = {transactionId:String}`,
+			query_params: { ownerId, transactionId },
+			format: "JSONEachRow",
+		});
+		const [row] = await result.json<{
+			profile_id: string;
+			anonymous_id: string;
+			session_id: string;
+		}>();
+		if (!row) {
+			return {};
+		}
+		return {
+			profile_id: row.profile_id || undefined,
+			anonymous_id: row.anonymous_id || undefined,
+			session_id: row.session_id || undefined,
+		};
+	} catch {
+		return {};
+	}
+}
+
+async function withCarriedAttribution(
+	metadata: AnalyticsMetadata,
+	ownerId: string,
+	transactionId: string
+): Promise<AnalyticsMetadata> {
+	if (metadata.profile_id || metadata.anonymous_id || metadata.session_id) {
+		return metadata;
+	}
+	const carried = await existingAttribution(ownerId, transactionId);
+	return { ...metadata, ...carried };
+}
+
 async function handlePaymentIntent(
 	pi: WebhookPaymentIntent,
 	config: WebhookConfig
 ): Promise<void> {
 	const log = useLogger();
-	const metadata = await extractAnalyticsMetadata(pi.metadata);
+	const metadata = await withCarriedAttribution(
+		await extractAnalyticsMetadata(pi.metadata),
+		config.ownerId,
+		pi.id
+	);
 	const customerId = extractCustomerId(pi.customer);
 	const descLower = pi.description?.toLowerCase() ?? "";
 	const isSubscription = !!pi.invoice || descLower.startsWith("subscription");
@@ -296,6 +363,75 @@ async function handleFailedPayment(
 	});
 }
 
+async function handleInvoicePaid(
+	invoice: WebhookInvoice,
+	config: WebhookConfig
+): Promise<void> {
+	const log = useLogger();
+	if (invoice.amount_paid === 0) {
+		log.set({ revenue: { skipped: "zero_amount", invoiceId: invoice.id } });
+		return;
+	}
+
+	const paymentIntentId =
+		typeof invoice.payment_intent === "string"
+			? invoice.payment_intent
+			: invoice.payment_intent?.id;
+	const transactionId = paymentIntentId || invoice.id;
+	const metadata = await withCarriedAttribution(
+		await extractAnalyticsMetadata(invoiceMetadataSources(invoice)),
+		config.ownerId,
+		transactionId
+	);
+	const customerId = extractCustomerId(invoice.customer);
+	const amount = invoice.amount_paid / 100;
+	const currency = invoice.currency.toUpperCase();
+
+	log.set({
+		revenue: {
+			type: "subscription",
+			status: "completed",
+			amount,
+			currency,
+			customerId,
+			transactionId,
+			billingReason: invoice.billing_reason,
+			subscriptionId: invoice.subscription,
+		},
+	});
+
+	await clickHouse.insert({
+		table: "analytics.revenue",
+		values: [
+			{
+				owner_id: config.ownerId,
+				website_id: await resolveWebsiteId(
+					metadata.client_id,
+					config.websiteId,
+					config.ownerId
+				),
+				transaction_id: transactionId,
+				provider: "stripe",
+				type: "subscription" as const,
+				status: "completed",
+				amount,
+				original_amount: amount,
+				original_currency: currency,
+				currency,
+				anonymous_id: metadata.anonymous_id || undefined,
+				profile_id: metadata.profile_id || undefined,
+				session_id: metadata.session_id || undefined,
+				customer_id: customerId,
+				product_name: invoice.description || undefined,
+				metadata: JSON.stringify(metadata),
+				created: formatDate(new Date(invoice.created * 1000)),
+				synced_at: formatDate(new Date()),
+			},
+		],
+		format: "JSONEachRow",
+	});
+}
+
 async function handleInvoiceFailed(
 	invoice: WebhookInvoice,
 	config: WebhookConfig
@@ -471,6 +607,11 @@ export const stripeWebhook = new Elysia().use(evlog()).post(
 					);
 					break;
 				}
+				case "invoice.paid":
+				case "invoice.payment_succeeded": {
+					await handleInvoicePaid(event.data.object as WebhookInvoice, result);
+					break;
+				}
 				case "invoice.payment_failed": {
 					await handleInvoiceFailed(
 						event.data.object as WebhookInvoice,

From b5644abc4fee954e903ad4c45cd52c21e74f118f Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 19:30:22 +0300
Subject: [PATCH 007/129] feat(dashboard): list invoice.paid as required stripe
 webhook event

---
 .../websites/[id]/revenue/_components/revenue-content.tsx       | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/apps/dashboard/app/(main)/websites/[id]/revenue/_components/revenue-content.tsx b/apps/dashboard/app/(main)/websites/[id]/revenue/_components/revenue-content.tsx
index 19b91121b..98f8ce421 100644
--- a/apps/dashboard/app/(main)/websites/[id]/revenue/_components/revenue-content.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/revenue/_components/revenue-content.tsx
@@ -73,7 +73,7 @@ interface RevenueTimeSeries {
 const BASKET_URL = publicConfig.urls.basket;
 
 const STRIPE_EVENTS = {
-	required: ["payment_intent.succeeded", "charge.refunded"],
+	required: ["payment_intent.succeeded", "invoice.paid", "charge.refunded"],
 	optional: ["payment_intent.payment_failed", "payment_intent.canceled"],
 };
 

From 76ffe29b7886821fd29895b8c5530ca0e2e47803 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 19:30:23 +0300
Subject: [PATCH 008/129] docs(integrations): document invoice.paid
 subscription attribution

---
 apps/docs/content/docs/Integrations/payments.mdx | 1 +
 1 file changed, 1 insertion(+)

diff --git a/apps/docs/content/docs/Integrations/payments.mdx b/apps/docs/content/docs/Integrations/payments.mdx
index 24c80572e..1b81b5a5c 100644
--- a/apps/docs/content/docs/Integrations/payments.mdx
+++ b/apps/docs/content/docs/Integrations/payments.mdx
@@ -27,6 +27,7 @@ In the [Stripe dashboard](https://dashboard.stripe.com/webhooks), add an endpoin
 | Event | Purpose |
 |---|---|
 | `payment_intent.succeeded` | Records completed sales and subscriptions (required) |
+| `invoice.paid` | Records recurring subscription payments with attribution (required) |
 | `charge.refunded` | Records refunds (required) |
 | `payment_intent.payment_failed` | Tracks failed payments (optional) |
 | `payment_intent.canceled` | Tracks canceled payments (optional) |

From 68f8085691da1050f242e136642ee78f2d81bac2 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 19:50:46 +0300
Subject: [PATCH 009/129] feat(dashboard): improve OpenAI Ads signup
 attribution

---
 apps/dashboard/.env.example                   |  2 +
 apps/dashboard/app/(auth)/register/page.tsx   | 11 ++-
 apps/dashboard/app/(main)/onboarding/page.tsx |  4 +-
 .../app/api/openai-ads/conversions/route.ts   | 66 +++++++++++++++
 .../components/openai-ads-pixel.test.ts       | 35 +++++++-
 .../dashboard/components/openai-ads-pixel.tsx | 80 ++++++++++++++++++-
 apps/dashboard/lib/app-events.test.ts         | 59 +++++++++++++-
 apps/dashboard/lib/app-events.ts              | 10 ++-
 .../lib/openai-ads-conversions.test.ts        | 41 ++++++++++
 apps/dashboard/lib/openai-ads-conversions.ts  | 62 ++++++++++++++
 packages/env/src/app.test.ts                  | 10 +++
 packages/env/src/app.ts                       |  5 ++
 packages/shared/src/custom-events.test.ts     | 23 ++++++
 packages/shared/src/custom-events.ts          | 23 +++++-
 14 files changed, 412 insertions(+), 19 deletions(-)
 create mode 100644 apps/dashboard/app/api/openai-ads/conversions/route.ts
 create mode 100644 apps/dashboard/lib/openai-ads-conversions.test.ts
 create mode 100644 apps/dashboard/lib/openai-ads-conversions.ts

diff --git a/apps/dashboard/.env.example b/apps/dashboard/.env.example
index 6bd25713d..e3eed999f 100644
--- a/apps/dashboard/.env.example
+++ b/apps/dashboard/.env.example
@@ -19,4 +19,6 @@ RESEND_API_KEY=your_resend_api_key
 NEXT_PUBLIC_API_URL=http://localhost:3001
 # OpenAI Ads browser pixel_id from Ads Manager, not the API data source id.
 NEXT_PUBLIC_OPENAI_ADS_PIXEL_ID=
+# Server-side OpenAI Ads Conversions API key from Ads Manager.
+OPENAI_ADS_CONVERSIONS_API_KEY=
 AUTUMN_SECRET_KEY=your_autumn_secret_key
diff --git a/apps/dashboard/app/(auth)/register/page.tsx b/apps/dashboard/app/(auth)/register/page.tsx
index 9054cfceb..3a749ad1f 100644
--- a/apps/dashboard/app/(auth)/register/page.tsx
+++ b/apps/dashboard/app/(auth)/register/page.tsx
@@ -5,12 +5,12 @@ import Link from "next/link";
 import { parseAsString, useQueryState } from "nuqs";
 import { Suspense, useState } from "react";
 import { toast } from "sonner";
-import { measureOpenAiRegistrationCompleted } from "@/components/openai-ads-pixel";
+import { trackOpenAiRegistrationCompleted } from "@/components/openai-ads-pixel";
 import { GithubMark, GoogleMark } from "@/components/ui/brand-icons";
 import VisuallyHidden from "@/components/ui/visuallyhidden";
 import {
 	APP_EVENTS,
-	readUtmProperties,
+	readMarketingProperties,
 	storePendingSocialSignup,
 	type SignupEventProperties,
 	type SignupMethod,
@@ -60,7 +60,7 @@ function RegisterPageContent() {
 	const getSignupProperties = (
 		method: SignupMethod
 	): SignupEventProperties => ({
-		...readUtmProperties(new URLSearchParams(window.location.search)),
+		...readMarketingProperties(new URLSearchParams(window.location.search)),
 		method,
 		plan: selectedPlan || undefined,
 	});
@@ -110,7 +110,10 @@ function RegisterPageContent() {
 			fetchOptions: {
 				onSuccess: () => {
 					trackSignup(APP_EVENTS.signupCompleted, signupProperties);
-					measureOpenAiRegistrationCompleted();
+					trackOpenAiRegistrationCompleted({
+						email: formData.email,
+						properties: signupProperties,
+					});
 					toast.success(
 						"Account created! Please check your email to verify your account."
 					);
diff --git a/apps/dashboard/app/(main)/onboarding/page.tsx b/apps/dashboard/app/(main)/onboarding/page.tsx
index c555252f4..22d8e5cf8 100644
--- a/apps/dashboard/app/(main)/onboarding/page.tsx
+++ b/apps/dashboard/app/(main)/onboarding/page.tsx
@@ -2,7 +2,7 @@
 
 import { useRouter } from "next/navigation";
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
-import { measureOpenAiRegistrationCompleted } from "@/components/openai-ads-pixel";
+import { trackOpenAiRegistrationCompleted } from "@/components/openai-ads-pixel";
 import { useWebsitesLight } from "@/hooks/use-websites";
 import {
 	APP_EVENTS,
@@ -84,7 +84,7 @@ export default function OnboardingPage() {
 			trackAppEvent(APP_EVENTS.signupCompleted, signupProperties, {
 				flush: true,
 			});
-			measureOpenAiRegistrationCompleted();
+			trackOpenAiRegistrationCompleted({ properties: signupProperties });
 		}
 		trackAppEvent(APP_EVENTS.onboardingStarted);
 	}, []);
diff --git a/apps/dashboard/app/api/openai-ads/conversions/route.ts b/apps/dashboard/app/api/openai-ads/conversions/route.ts
new file mode 100644
index 000000000..67e665b66
--- /dev/null
+++ b/apps/dashboard/app/api/openai-ads/conversions/route.ts
@@ -0,0 +1,66 @@
+import { config } from "@databuddy/env/app";
+import { type NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+import { buildOpenAiRegistrationCompletedEvent } from "@/lib/openai-ads-conversions";
+
+const ConversionRequestSchema = z.object({
+	email: z.string().email().max(320).optional(),
+	eventId: z.string().min(1).max(160),
+	oppref: z.string().min(1).max(512).optional(),
+	sourceUrl: z.string().url().max(2048),
+});
+
+function readClientIp(headers: Headers): string | undefined {
+	const forwardedFor = headers.get("x-forwarded-for")?.split(",")[0]?.trim();
+	return forwardedFor || headers.get("x-real-ip")?.trim() || undefined;
+}
+
+async function readJson(request: NextRequest): Promise<unknown> {
+	try {
+		return await request.json();
+	} catch {
+		return null;
+	}
+}
+
+export async function POST(request: NextRequest) {
+	const pixelId = config.integrations.openAiAdsPixelId;
+	const apiKey = config.integrations.openAiAdsConversionsApiKey;
+
+	if (!(pixelId && apiKey)) {
+		return NextResponse.json({ skipped: true });
+	}
+
+	const parsed = ConversionRequestSchema.safeParse(await readJson(request));
+	if (!parsed.success) {
+		return NextResponse.json(
+			{ error: "Invalid conversion payload" },
+			{ status: 400 }
+		);
+	}
+
+	const event = buildOpenAiRegistrationCompletedEvent({
+		...parsed.data,
+		ipAddress: readClientIp(request.headers),
+		timestampMs: Date.now(),
+		userAgent: request.headers.get("user-agent") ?? undefined,
+	});
+
+	const response = await fetch(
+		`https://bzr.openai.com/v1/events?pid=${encodeURIComponent(pixelId)}`,
+		{
+			body: JSON.stringify({ events: [event], validate_only: false }),
+			headers: {
+				Authorization: `Bearer ${apiKey}`,
+				"Content-Type": "application/json",
+			},
+			method: "POST",
+		}
+	);
+
+	if (!response.ok) {
+		return NextResponse.json({ ok: false }, { status: 502 });
+	}
+
+	return NextResponse.json({ ok: true });
+}
diff --git a/apps/dashboard/components/openai-ads-pixel.test.ts b/apps/dashboard/components/openai-ads-pixel.test.ts
index 5416e8c71..0fe677a07 100644
--- a/apps/dashboard/components/openai-ads-pixel.test.ts
+++ b/apps/dashboard/components/openai-ads-pixel.test.ts
@@ -1,5 +1,9 @@
 import { describe, expect, it } from "bun:test";
-import { isOpenAiAdsPixelHostAllowed } from "./openai-ads-pixel";
+import {
+	buildOpenAiRegistrationConversionPayload,
+	buildOpenAiRegistrationMeasureArgs,
+	isOpenAiAdsPixelHostAllowed,
+} from "./openai-ads-pixel";
 
 describe("isOpenAiAdsPixelHostAllowed", () => {
 	it("blocks local development hosts", () => {
@@ -14,4 +18,33 @@ describe("isOpenAiAdsPixelHostAllowed", () => {
 		expect(isOpenAiAdsPixelHostAllowed("app.databuddy.cc")).toBe(true);
 		expect(isOpenAiAdsPixelHostAllowed("staging.databuddy.cc")).toBe(true);
 	});
+
+	it("builds a registration payload with the OpenAI reference", () => {
+		expect(
+			buildOpenAiRegistrationConversionPayload({
+				email: "founder@example.com",
+				eventId: "conversion-1",
+				properties: {
+					method: "email",
+					oppref: "openai-reference",
+					utm_source: "openai_ads",
+				},
+				sourceUrl: "https://app.databuddy.cc/register?utm_source=openai_ads",
+			})
+		).toEqual({
+			email: "founder@example.com",
+			eventId: "conversion-1",
+			oppref: "openai-reference",
+			sourceUrl: "https://app.databuddy.cc/register?utm_source=openai_ads",
+		});
+	});
+
+	it("passes event_id as the pixel options argument for dedupe", () => {
+		expect(buildOpenAiRegistrationMeasureArgs("conversion-1")).toEqual([
+			"measure",
+			"registration_completed",
+			{ type: "customer_action" },
+			{ event_id: "conversion-1" },
+		]);
+	});
 });
diff --git a/apps/dashboard/components/openai-ads-pixel.tsx b/apps/dashboard/components/openai-ads-pixel.tsx
index 53d124fb0..de64d37dc 100644
--- a/apps/dashboard/components/openai-ads-pixel.tsx
+++ b/apps/dashboard/components/openai-ads-pixel.tsx
@@ -2,10 +2,25 @@
 
 import { useEffect } from "react";
 import { publicConfig } from "@databuddy/env/public";
+import type { SignupEventProperties } from "@databuddy/shared/custom-events";
 
 const PIXEL_ID = publicConfig.integrations.openAiAdsPixelId;
 const SCRIPT_SRC = "https://bzrcdn.openai.com/sdk/oaiq.min.js";
 
+interface RegistrationConversionInput {
+	email?: string;
+	eventId?: string;
+	properties?: SignupEventProperties;
+	sourceUrl?: string;
+}
+
+interface RegistrationConversionPayload {
+	email?: string;
+	eventId: string;
+	oppref?: string;
+	sourceUrl: string;
+}
+
 type OpenAiAdsQueue = ((...args: unknown[]) => void) & {
 	q?: unknown[][];
 };
@@ -60,6 +75,38 @@ function initOpenAiQueue(): boolean {
 	return true;
 }
 
+function createRegistrationEventId(): string {
+	if (typeof crypto !== "undefined" && "randomUUID" in crypto) {
+		return crypto.randomUUID();
+	}
+
+	return `registration_completed_${Date.now()}_${Math.random()
+		.toString(36)
+		.slice(2)}`;
+}
+
+export function buildOpenAiRegistrationConversionPayload(
+	input: RegistrationConversionInput
+): RegistrationConversionPayload {
+	return {
+		...(input.email ? { email: input.email } : {}),
+		eventId: input.eventId ?? createRegistrationEventId(),
+		...(input.properties?.oppref ? { oppref: input.properties.oppref } : {}),
+		sourceUrl: input.sourceUrl ?? window.location.href,
+	};
+}
+
+export function buildOpenAiRegistrationMeasureArgs(
+	eventId?: string
+): unknown[] {
+	return [
+		"measure",
+		"registration_completed",
+		{ type: "customer_action" },
+		...(eventId ? [{ event_id: eventId }] : []),
+	];
+}
+
 export function OpenAiAdsPixel() {
 	useEffect(() => {
 		initOpenAiQueue();
@@ -68,12 +115,39 @@ export function OpenAiAdsPixel() {
 	return null;
 }
 
-export function measureOpenAiRegistrationCompleted() {
+export function measureOpenAiRegistrationCompleted(eventId?: string) {
 	if (!initOpenAiQueue()) {
 		return;
 	}
 
-	window.oaiq?.("measure", "registration_completed", {
-		type: "customer_action",
+	window.oaiq?.(...buildOpenAiRegistrationMeasureArgs(eventId));
+}
+
+export function sendOpenAiRegistrationCompletedConversion(
+	payload: RegistrationConversionPayload
+) {
+	if (
+		typeof window === "undefined" ||
+		!PIXEL_ID ||
+		!isOpenAiAdsPixelHostAllowed(window.location.hostname)
+	) {
+		return;
+	}
+
+	fetch("/api/openai-ads/conversions", {
+		body: JSON.stringify(payload),
+		headers: { "Content-Type": "application/json" },
+		keepalive: true,
+		method: "POST",
+	}).catch(() => {
+		// Signup should not depend on ad-platform reporting.
 	});
 }
+
+export function trackOpenAiRegistrationCompleted(
+	input: RegistrationConversionInput = {}
+) {
+	const payload = buildOpenAiRegistrationConversionPayload(input);
+	measureOpenAiRegistrationCompleted(payload.eventId);
+	sendOpenAiRegistrationCompletedConversion(payload);
+}
diff --git a/apps/dashboard/lib/app-events.test.ts b/apps/dashboard/lib/app-events.test.ts
index ff6c7c2ec..d32cafa1c 100644
--- a/apps/dashboard/lib/app-events.test.ts
+++ b/apps/dashboard/lib/app-events.test.ts
@@ -1,6 +1,36 @@
-import { describe, expect, it } from "bun:test";
+import { afterEach, describe, expect, it } from "bun:test";
 import { SIGNUP_METHODS } from "@databuddy/shared/custom-events";
-import { isSocialSignupMethod } from "./app-events";
+import {
+	consumePendingSocialSignup,
+	isSocialSignupMethod,
+	storePendingSocialSignup,
+} from "./app-events";
+
+const originalSessionStorage = globalThis.sessionStorage;
+
+function installSessionStorageMock() {
+	const storage = new Map<string, string>();
+
+	Object.defineProperty(globalThis, "sessionStorage", {
+		configurable: true,
+		value: {
+			getItem: (key: string) => storage.get(key) ?? null,
+			removeItem: (key: string) => {
+				storage.delete(key);
+			},
+			setItem: (key: string, value: string) => {
+				storage.set(key, value);
+			},
+		},
+	});
+}
+
+afterEach(() => {
+	Object.defineProperty(globalThis, "sessionStorage", {
+		configurable: true,
+		value: originalSessionStorage,
+	});
+});
 
 describe("isSocialSignupMethod", () => {
 	it("derives social methods from the shared signup method list", () => {
@@ -9,4 +39,29 @@ describe("isSocialSignupMethod", () => {
 			"social_google",
 		]);
 	});
+
+	it("preserves marketing attribution through pending social signup storage", () => {
+		installSessionStorageMock();
+
+		storePendingSocialSignup({
+			method: "social_google",
+			oppref: "openai-reference",
+			utm_campaign: "competitors",
+			utm_content: "ask_why_signups_dropped",
+			utm_medium: "paid",
+			utm_source: "openai_ads",
+			wolref: "web-origin-reference",
+		});
+
+		expect(consumePendingSocialSignup()).toEqual({
+			method: "social_google",
+			oppref: "openai-reference",
+			utm_campaign: "competitors",
+			utm_content: "ask_why_signups_dropped",
+			utm_medium: "paid",
+			utm_source: "openai_ads",
+			wolref: "web-origin-reference",
+		});
+		expect(consumePendingSocialSignup()).toBeNull();
+	});
 });
diff --git a/apps/dashboard/lib/app-events.ts b/apps/dashboard/lib/app-events.ts
index ccb95f70f..5dff76068 100644
--- a/apps/dashboard/lib/app-events.ts
+++ b/apps/dashboard/lib/app-events.ts
@@ -10,12 +10,16 @@ import type {
 	SignupMethod,
 } from "@databuddy/shared/custom-events";
 import {
+	MARKETING_PARAM_KEYS,
 	SIGNUP_METHODS,
-	UTM_PARAM_KEYS,
 	isSignupMethod,
 } from "@databuddy/shared/custom-events";
 
-export { APP_EVENTS, readUtmProperties } from "@databuddy/shared/custom-events";
+export {
+	APP_EVENTS,
+	readMarketingProperties,
+	readUtmProperties,
+} from "@databuddy/shared/custom-events";
 export type {
 	SignupEventProperties,
 	SignupMethod,
@@ -94,7 +98,7 @@ function readStoredSignupProperties(
 		properties.plan = plan;
 	}
 
-	for (const key of UTM_PARAM_KEYS) {
+	for (const key of MARKETING_PARAM_KEYS) {
 		const param = trimStoredString(source[key]);
 		if (param) {
 			properties[key] = param;
diff --git a/apps/dashboard/lib/openai-ads-conversions.test.ts b/apps/dashboard/lib/openai-ads-conversions.test.ts
new file mode 100644
index 000000000..f617cef20
--- /dev/null
+++ b/apps/dashboard/lib/openai-ads-conversions.test.ts
@@ -0,0 +1,41 @@
+import { describe, expect, it } from "bun:test";
+import {
+	buildOpenAiRegistrationCompletedEvent,
+	hashOpenAiUserValue,
+} from "./openai-ads-conversions";
+
+describe("OpenAI Ads conversion helpers", () => {
+	it("normalizes and hashes user identifiers", () => {
+		expect(hashOpenAiUserValue(" Test@Example.com ")).toBe(
+			"973dfe463ec85785f5f95af5ba3906eedb2d931c24e69824a89ea65dba4e813b"
+		);
+	});
+
+	it("builds a registration_completed customer action without raw email", () => {
+		const event = buildOpenAiRegistrationCompletedEvent({
+			email: "founder@example.com",
+			eventId: "conversion-1",
+			ipAddress: "203.0.113.10",
+			oppref: "openai-reference",
+			sourceUrl: "https://app.databuddy.cc/register?utm_source=openai_ads",
+			timestampMs: 1_788_000_000_000,
+			userAgent: "Mozilla/5.0",
+		});
+
+		expect(event).toMatchObject({
+			action_source: "web",
+			data: { type: "customer_action" },
+			id: "conversion-1",
+			oppref: "openai-reference",
+			source_url: "https://app.databuddy.cc/register?utm_source=openai_ads",
+			timestamp_ms: 1_788_000_000_000,
+			type: "registration_completed",
+			user: {
+				ip_address: "203.0.113.10",
+				user_agent: "Mozilla/5.0",
+			},
+		});
+		expect(JSON.stringify(event)).not.toContain("founder@example.com");
+		expect(event.user?.email_sha256).toHaveLength(64);
+	});
+});
diff --git a/apps/dashboard/lib/openai-ads-conversions.ts b/apps/dashboard/lib/openai-ads-conversions.ts
new file mode 100644
index 000000000..120d95351
--- /dev/null
+++ b/apps/dashboard/lib/openai-ads-conversions.ts
@@ -0,0 +1,62 @@
+import { createHash } from "node:crypto";
+
+const REGISTRATION_EVENT_TYPE = "registration_completed";
+const CUSTOMER_ACTION_TYPE = "customer_action";
+
+interface BuildRegistrationEventInput {
+	email?: string;
+	eventId: string;
+	ipAddress?: string;
+	oppref?: string;
+	sourceUrl: string;
+	timestampMs: number;
+	userAgent?: string;
+}
+
+export interface OpenAiAdsRegistrationEvent {
+	action_source: "web";
+	data: {
+		type: typeof CUSTOMER_ACTION_TYPE;
+	};
+	id: string;
+	oppref?: string;
+	source_url: string;
+	timestamp_ms: number;
+	type: typeof REGISTRATION_EVENT_TYPE;
+	user?: {
+		email_sha256?: string;
+		ip_address?: string;
+		user_agent?: string;
+	};
+}
+
+export function hashOpenAiUserValue(value: string): string {
+	return createHash("sha256").update(value.trim().toLowerCase()).digest("hex");
+}
+
+export function buildOpenAiRegistrationCompletedEvent(
+	input: BuildRegistrationEventInput
+): OpenAiAdsRegistrationEvent {
+	const user: NonNullable<OpenAiAdsRegistrationEvent["user"]> = {};
+
+	if (input.email) {
+		user.email_sha256 = hashOpenAiUserValue(input.email);
+	}
+	if (input.ipAddress) {
+		user.ip_address = input.ipAddress;
+	}
+	if (input.userAgent) {
+		user.user_agent = input.userAgent;
+	}
+
+	return {
+		action_source: "web",
+		data: { type: CUSTOMER_ACTION_TYPE },
+		id: input.eventId,
+		...(input.oppref ? { oppref: input.oppref } : {}),
+		source_url: input.sourceUrl,
+		timestamp_ms: input.timestampMs,
+		type: REGISTRATION_EVENT_TYPE,
+		...(Object.keys(user).length ? { user } : {}),
+	};
+}
diff --git a/packages/env/src/app.test.ts b/packages/env/src/app.test.ts
index 9be1eb999..ca03718da 100644
--- a/packages/env/src/app.test.ts
+++ b/packages/env/src/app.test.ts
@@ -88,6 +88,16 @@ describe("createConfig", () => {
 		});
 	});
 
+	it("reads the server-only OpenAI Ads Conversions API key", () => {
+		expect(
+			createConfig({
+				OPENAI_ADS_CONVERSIONS_API_KEY: "  capi_123  ",
+			})
+		).toMatchObject({
+			integrations: { openAiAdsConversionsApiKey: "capi_123" },
+		});
+	});
+
 	it("deduplicates API CORS origins from dashboard URLs", () => {
 		expect(
 			createConfig({
diff --git a/packages/env/src/app.ts b/packages/env/src/app.ts
index 2e656637b..66424ed3a 100644
--- a/packages/env/src/app.ts
+++ b/packages/env/src/app.ts
@@ -57,6 +57,7 @@ export interface Config {
 		from: string;
 	};
 	integrations: {
+		openAiAdsConversionsApiKey?: string;
 		openAiAdsPixelId?: string;
 	};
 	urls: {
@@ -143,6 +144,10 @@ export function createConfig(env: Env = process.env): Config {
 			from: readEmail(env, EMAIL.from),
 		},
 		integrations: {
+			openAiAdsConversionsApiKey: readOptional(
+				env,
+				"OPENAI_ADS_CONVERSIONS_API_KEY"
+			),
 			openAiAdsPixelId: readOptional(env, "NEXT_PUBLIC_OPENAI_ADS_PIXEL_ID"),
 		},
 		urls: {
diff --git a/packages/shared/src/custom-events.test.ts b/packages/shared/src/custom-events.test.ts
index 96f7db558..f8e7e9f17 100644
--- a/packages/shared/src/custom-events.test.ts
+++ b/packages/shared/src/custom-events.test.ts
@@ -4,6 +4,7 @@ import {
 	MARKETING_PARAM_KEYS,
 	SIGNUP_METHODS,
 	isSignupMethod,
+	readMarketingProperties,
 	readUtmProperties,
 } from "./custom-events";
 
@@ -59,4 +60,26 @@ describe("custom event helpers", () => {
 			utm_campaign: "x".repeat(160),
 		});
 	});
+
+	it("reads all trimmed marketing properties for signup attribution", () => {
+		const params = new URLSearchParams({
+			fbclid: "fb-click",
+			oppref: " openai-reference ",
+			utm_campaign: "competitors",
+			utm_content: "ask_why_signups_dropped",
+			utm_medium: "paid",
+			utm_source: "openai_ads",
+			wolref: "w".repeat(200),
+		});
+
+		expect(readMarketingProperties(params)).toEqual({
+			fbclid: "fb-click",
+			oppref: "openai-reference",
+			utm_campaign: "competitors",
+			utm_content: "ask_why_signups_dropped",
+			utm_medium: "paid",
+			utm_source: "openai_ads",
+			wolref: "w".repeat(160),
+		});
+	});
 });
diff --git a/packages/shared/src/custom-events.ts b/packages/shared/src/custom-events.ts
index 32303b6d7..7071ce5cf 100644
--- a/packages/shared/src/custom-events.ts
+++ b/packages/shared/src/custom-events.ts
@@ -52,12 +52,14 @@ export type AppEventNameWithProperties = Exclude<
 >;
 export type UtmParamKey = (typeof UTM_PARAM_KEYS)[number];
 export type UtmProperties = Partial<Record<UtmParamKey, string>>;
+export type MarketingParamKey = (typeof MARKETING_PARAM_KEYS)[number];
+export type MarketingProperties = Partial<Record<MarketingParamKey, string>>;
 export type SignupMethod = (typeof SIGNUP_METHODS)[number];
 export type OnboardingStepId = "website" | "tracking" | "team" | "explore";
 
 type EmptyProperties = Record<never, never>;
 
-export interface SignupEventProperties extends UtmProperties {
+export interface SignupEventProperties extends MarketingProperties {
 	method: SignupMethod;
 	plan?: string;
 }
@@ -92,10 +94,13 @@ export interface AppEventProperties {
 	[APP_EVENTS.signupStarted]: SignupEventProperties;
 }
 
-export function readUtmProperties(params: URLSearchParams): UtmProperties {
-	const properties: UtmProperties = {};
+function readParamProperties<const Key extends string>(
+	params: URLSearchParams,
+	keys: readonly Key[]
+): Partial<Record<Key, string>> {
+	const properties: Partial<Record<Key, string>> = {};
 
-	for (const key of UTM_PARAM_KEYS) {
+	for (const key of keys) {
 		const value = params.get(key)?.trim();
 		if (value) {
 			properties[key] = value.slice(0, 160);
@@ -105,6 +110,16 @@ export function readUtmProperties(params: URLSearchParams): UtmProperties {
 	return properties;
 }
 
+export function readMarketingProperties(
+	params: URLSearchParams
+): MarketingProperties {
+	return readParamProperties(params, MARKETING_PARAM_KEYS);
+}
+
+export function readUtmProperties(params: URLSearchParams): UtmProperties {
+	return readParamProperties(params, UTM_PARAM_KEYS);
+}
+
 export function isSignupMethod(value: unknown): value is SignupMethod {
 	return (
 		typeof value === "string" &&

From 3eb3ddcb15881871258f562ceb7bf2e073444547 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 19:52:04 +0300
Subject: [PATCH 010/129] fix(basket): reuse matching payment intent row when
 invoice lacks payment_intent to avoid duplicate revenue

---
 apps/basket/src/routes/webhooks/stripe.ts | 36 ++++++++++++++++++++---
 1 file changed, 32 insertions(+), 4 deletions(-)

diff --git a/apps/basket/src/routes/webhooks/stripe.ts b/apps/basket/src/routes/webhooks/stripe.ts
index 03d799603..07a6f9d6d 100644
--- a/apps/basket/src/routes/webhooks/stripe.ts
+++ b/apps/basket/src/routes/webhooks/stripe.ts
@@ -363,6 +363,31 @@ async function handleFailedPayment(
 	});
 }
 
+async function matchingPaymentIntentRow(
+	ownerId: string,
+	amount: number,
+	createdUnix: number
+): Promise<string | undefined> {
+	try {
+		const result = await clickHouse.query({
+			query: `SELECT transaction_id
+				FROM analytics.revenue
+				WHERE owner_id = {ownerId:String}
+					AND startsWith(transaction_id, 'pi_')
+					AND amount = {amount:Float64}
+					AND abs(toUnixTimestamp(created) - {createdUnix:Int64}) <= 1
+				ORDER BY synced_at DESC
+				LIMIT 1`,
+			query_params: { ownerId, amount, createdUnix },
+			format: "JSONEachRow",
+		});
+		const [row] = await result.json<{ transaction_id: string }>();
+		return row?.transaction_id;
+	} catch {
+		return;
+	}
+}
+
 async function handleInvoicePaid(
 	invoice: WebhookInvoice,
 	config: WebhookConfig
@@ -373,19 +398,22 @@ async function handleInvoicePaid(
 		return;
 	}
 
+	const customerId = extractCustomerId(invoice.customer);
+	const amount = invoice.amount_paid / 100;
+	const currency = invoice.currency.toUpperCase();
 	const paymentIntentId =
 		typeof invoice.payment_intent === "string"
 			? invoice.payment_intent
 			: invoice.payment_intent?.id;
-	const transactionId = paymentIntentId || invoice.id;
+	const transactionId =
+		paymentIntentId ||
+		(await matchingPaymentIntentRow(config.ownerId, amount, invoice.created)) ||
+		invoice.id;
 	const metadata = await withCarriedAttribution(
 		await extractAnalyticsMetadata(invoiceMetadataSources(invoice)),
 		config.ownerId,
 		transactionId
 	);
-	const customerId = extractCustomerId(invoice.customer);
-	const amount = invoice.amount_paid / 100;
-	const currency = invoice.currency.toUpperCase();
 
 	log.set({
 		revenue: {

From 5da4ae863ee97e51e7f2a6f15d7a3f7a6cefc6a0 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:00:35 +0300
Subject: [PATCH 011/129] refactor(basket): collapse five stripe revenue
 inserts into one helper

---
 apps/basket/src/routes/webhooks/stripe.ts | 236 +++++++++-------------
 1 file changed, 91 insertions(+), 145 deletions(-)

diff --git a/apps/basket/src/routes/webhooks/stripe.ts b/apps/basket/src/routes/webhooks/stripe.ts
index 07a6f9d6d..bc4a6b574 100644
--- a/apps/basket/src/routes/webhooks/stripe.ts
+++ b/apps/basket/src/routes/webhooks/stripe.ts
@@ -234,6 +234,52 @@ async function withCarriedAttribution(
 	return { ...metadata, ...carried };
 }
 
+async function insertRevenueRow(
+	config: WebhookConfig,
+	metadata: AnalyticsMetadata,
+	row: {
+		transactionId: string;
+		type: "sale" | "subscription" | "refund";
+		status: string;
+		amount: number;
+		currency: string;
+		customerId: string | undefined;
+		productName: string | null | undefined;
+		createdUnix: number;
+	}
+): Promise<void> {
+	await clickHouse.insert({
+		table: "analytics.revenue",
+		values: [
+			{
+				owner_id: config.ownerId,
+				website_id: await resolveWebsiteId(
+					metadata.client_id,
+					config.websiteId,
+					config.ownerId
+				),
+				transaction_id: row.transactionId,
+				provider: "stripe",
+				type: row.type,
+				status: row.status,
+				amount: row.amount,
+				original_amount: row.amount,
+				original_currency: row.currency,
+				currency: row.currency,
+				anonymous_id: metadata.anonymous_id || undefined,
+				profile_id: metadata.profile_id || undefined,
+				session_id: metadata.session_id || undefined,
+				customer_id: row.customerId,
+				product_name: row.productName || undefined,
+				metadata: JSON.stringify(metadata),
+				created: formatDate(new Date(row.createdUnix * 1000)),
+				synced_at: formatDate(new Date()),
+			},
+		],
+		format: "JSONEachRow",
+	});
+}
+
 async function handlePaymentIntent(
 	pi: WebhookPaymentIntent,
 	config: WebhookConfig
@@ -268,35 +314,15 @@ async function handlePaymentIntent(
 		},
 	});
 
-	await clickHouse.insert({
-		table: "analytics.revenue",
-		values: [
-			{
-				owner_id: config.ownerId,
-				website_id: await resolveWebsiteId(
-					metadata.client_id,
-					config.websiteId,
-					config.ownerId
-				),
-				transaction_id: pi.id,
-				provider: "stripe",
-				type,
-				status: "completed",
-				amount,
-				original_amount: amount,
-				original_currency: currency,
-				currency,
-				anonymous_id: metadata.anonymous_id || undefined,
-				profile_id: metadata.profile_id || undefined,
-				session_id: metadata.session_id || undefined,
-				customer_id: customerId,
-				product_name: productName,
-				metadata: JSON.stringify(metadata),
-				created: formatDate(new Date(pi.created * 1000)),
-				synced_at: formatDate(new Date()),
-			},
-		],
-		format: "JSONEachRow",
+	await insertRevenueRow(config, metadata, {
+		transactionId: pi.id,
+		type,
+		status: "completed",
+		amount,
+		currency,
+		customerId,
+		productName,
+		createdUnix: pi.created,
 	});
 }
 
@@ -331,35 +357,15 @@ async function handleFailedPayment(
 		},
 	});
 
-	await clickHouse.insert({
-		table: "analytics.revenue",
-		values: [
-			{
-				owner_id: config.ownerId,
-				website_id: await resolveWebsiteId(
-					metadata.client_id,
-					config.websiteId,
-					config.ownerId
-				),
-				transaction_id: pi.id,
-				provider: "stripe",
-				type,
-				status,
-				amount,
-				original_amount: amount,
-				original_currency: currency,
-				currency,
-				anonymous_id: metadata.anonymous_id || undefined,
-				profile_id: metadata.profile_id || undefined,
-				session_id: metadata.session_id || undefined,
-				customer_id: customerId,
-				product_name: productName,
-				metadata: JSON.stringify(metadata),
-				created: formatDate(new Date(pi.created * 1000)),
-				synced_at: formatDate(new Date()),
-			},
-		],
-		format: "JSONEachRow",
+	await insertRevenueRow(config, metadata, {
+		transactionId: pi.id,
+		type,
+		status,
+		amount,
+		currency,
+		customerId,
+		productName,
+		createdUnix: pi.created,
 	});
 }
 
@@ -428,35 +434,15 @@ async function handleInvoicePaid(
 		},
 	});
 
-	await clickHouse.insert({
-		table: "analytics.revenue",
-		values: [
-			{
-				owner_id: config.ownerId,
-				website_id: await resolveWebsiteId(
-					metadata.client_id,
-					config.websiteId,
-					config.ownerId
-				),
-				transaction_id: transactionId,
-				provider: "stripe",
-				type: "subscription" as const,
-				status: "completed",
-				amount,
-				original_amount: amount,
-				original_currency: currency,
-				currency,
-				anonymous_id: metadata.anonymous_id || undefined,
-				profile_id: metadata.profile_id || undefined,
-				session_id: metadata.session_id || undefined,
-				customer_id: customerId,
-				product_name: invoice.description || undefined,
-				metadata: JSON.stringify(metadata),
-				created: formatDate(new Date(invoice.created * 1000)),
-				synced_at: formatDate(new Date()),
-			},
-		],
-		format: "JSONEachRow",
+	await insertRevenueRow(config, metadata, {
+		transactionId,
+		type: "subscription",
+		status: "completed",
+		amount,
+		currency,
+		customerId,
+		productName: invoice.description || undefined,
+		createdUnix: invoice.created,
 	});
 }
 
@@ -483,35 +469,15 @@ async function handleInvoiceFailed(
 		},
 	});
 
-	await clickHouse.insert({
-		table: "analytics.revenue",
-		values: [
-			{
-				owner_id: config.ownerId,
-				website_id: await resolveWebsiteId(
-					metadata.client_id,
-					config.websiteId,
-					config.ownerId
-				),
-				transaction_id: invoice.id,
-				provider: "stripe",
-				type: "subscription" as const,
-				status: "failed",
-				amount,
-				original_amount: amount,
-				original_currency: currency,
-				currency,
-				anonymous_id: metadata.anonymous_id || undefined,
-				profile_id: metadata.profile_id || undefined,
-				session_id: metadata.session_id || undefined,
-				customer_id: customerId,
-				product_name: invoice.description || undefined,
-				metadata: JSON.stringify(metadata),
-				created: formatDate(new Date(invoice.created * 1000)),
-				synced_at: formatDate(new Date()),
-			},
-		],
-		format: "JSONEachRow",
+	await insertRevenueRow(config, metadata, {
+		transactionId: invoice.id,
+		type: "subscription",
+		status: "failed",
+		amount,
+		currency,
+		customerId,
+		productName: invoice.description || undefined,
+		createdUnix: invoice.created,
 	});
 }
 
@@ -537,35 +503,15 @@ async function handleRefund(
 	for (const refund of refunds) {
 		const amount = refund.amount / 100;
 
-		await clickHouse.insert({
-			table: "analytics.revenue",
-			values: [
-				{
-					owner_id: config.ownerId,
-					website_id: await resolveWebsiteId(
-						metadata.client_id,
-						config.websiteId,
-						config.ownerId
-					),
-					transaction_id: refund.id,
-					provider: "stripe",
-					type: "refund",
-					status: "refunded",
-					amount: -amount,
-					original_amount: -amount,
-					original_currency: currency,
-					currency,
-					anonymous_id: metadata.anonymous_id || undefined,
-					profile_id: metadata.profile_id || undefined,
-					session_id: metadata.session_id || undefined,
-					customer_id: customerId,
-					product_name: "Refund",
-					metadata: JSON.stringify(metadata),
-					created: formatDate(new Date(refund.created * 1000)),
-					synced_at: formatDate(new Date()),
-				},
-			],
-			format: "JSONEachRow",
+		await insertRevenueRow(config, metadata, {
+			transactionId: refund.id,
+			type: "refund",
+			status: "refunded",
+			amount: -amount,
+			currency,
+			customerId,
+			productName: "Refund",
+			createdUnix: refund.created,
 		});
 	}
 }

From 5d6818ba8aee1fbd5a2905d0e5a1134345746027 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:00:41 +0300
Subject: [PATCH 012/129] fix(dashboard): net refund signs in ltv and profile
 revenue, exclude subscription_event rows

---
 .../app/(main)/websites/[id]/users/[userId]/page.tsx        | 6 ++----
 packages/ai/src/query/builders/profiles.ts                  | 3 ++-
 2 files changed, 4 insertions(+), 5 deletions(-)

diff --git a/apps/dashboard/app/(main)/websites/[id]/users/[userId]/page.tsx b/apps/dashboard/app/(main)/websites/[id]/users/[userId]/page.tsx
index 3a4203e57..4e87475b3 100644
--- a/apps/dashboard/app/(main)/websites/[id]/users/[userId]/page.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/users/[userId]/page.tsx
@@ -394,9 +394,7 @@ function RevenueSection({
 
 	const totals = new Map<string, number>();
 	for (const tx of transactions) {
-		if (tx.type === "refund") {
-			totals.set(tx.currency, (totals.get(tx.currency) ?? 0) - tx.amount);
-		} else if (tx.status === "completed") {
+		if (tx.type === "refund" || tx.status === "completed") {
 			totals.set(tx.currency, (totals.get(tx.currency) ?? 0) + tx.amount);
 		}
 	}
@@ -422,7 +420,7 @@ function RevenueSection({
 					key={tx.transaction_id}
 					label={`${formatDateOnly(tx.created)} · ${tx.type}`}
 					subValue={tx.product_name || undefined}
-					value={`${tx.type === "refund" ? "-" : ""}${formatCurrency(tx.amount, tx.currency)}`}
+					value={formatCurrency(tx.amount, tx.currency)}
 				/>
 			))}
 		</SidebarSection>
diff --git a/packages/ai/src/query/builders/profiles.ts b/packages/ai/src/query/builders/profiles.ts
index 44f7ab46f..25f382745 100644
--- a/packages/ai/src/query/builders/profiles.ts
+++ b/packages/ai/src/query/builders/profiles.ts
@@ -336,7 +336,7 @@ export const ProfilesBuilders: Record<string, SimpleQueryConfig> = {
     visitor_revenue AS (
       SELECT
         ${CUSTOM_EVENTS_VISITOR_KEY} as visitor_id,
-        toFloat64(sumIf(amount, type != 'refund') - sumIf(amount, type = 'refund')) as ltv
+        toFloat64(sumIf(amount, status IN ('completed', 'refunded') AND type != 'subscription_event')) as ltv
       FROM ${Analytics.revenue}
       WHERE (owner_id = {websiteId:String} OR website_id = {websiteId:String})
         AND ${CUSTOM_EVENTS_VISITOR_KEY} IN (SELECT visitor_id FROM visitor_profiles)
@@ -576,6 +576,7 @@ export const ProfilesBuilders: Record<string, SimpleQueryConfig> = {
       created
     FROM ${Analytics.revenue}
     WHERE (owner_id = {websiteId:String} OR website_id = {websiteId:String})
+      AND type != 'subscription_event'
       AND created >= toDateTime({startDate:String})
       AND created <= toDateTime({endDate:String})
       AND (

From 3fdd4e02c038e01f470f23991fda064e900f1f31 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:08:40 +0300
Subject: [PATCH 013/129] feat(ai): list_profile_traits tool surfaces trait
 distribution to agents

---
 packages/ai/src/ai/mcp/run-agent.test.ts |  1 +
 packages/ai/src/ai/mcp/run-agent.ts      |  1 +
 packages/ai/src/ai/tools/profiles.ts     | 18 +++++++++++++
 packages/services/src/identity.ts        | 32 ++++++++++++++++++++++++
 4 files changed, 52 insertions(+)

diff --git a/packages/ai/src/ai/mcp/run-agent.test.ts b/packages/ai/src/ai/mcp/run-agent.test.ts
index c401dff26..458e00305 100644
--- a/packages/ai/src/ai/mcp/run-agent.test.ts
+++ b/packages/ai/src/ai/mcp/run-agent.test.ts
@@ -16,6 +16,7 @@ describe("MCP agent active tool selection", () => {
 			"list_profiles",
 			"get_profile",
 			"get_profile_sessions",
+			"list_profile_traits",
 		]);
 	});
 
diff --git a/packages/ai/src/ai/mcp/run-agent.ts b/packages/ai/src/ai/mcp/run-agent.ts
index 328aa08ef..baf931def 100644
--- a/packages/ai/src/ai/mcp/run-agent.ts
+++ b/packages/ai/src/ai/mcp/run-agent.ts
@@ -413,6 +413,7 @@ const ANALYTICS_ACTIVE_TOOLS = [
 	"list_profiles",
 	"get_profile",
 	"get_profile_sessions",
+	"list_profile_traits",
 ];
 
 function latestSlackText(input: string): string {
diff --git a/packages/ai/src/ai/tools/profiles.ts b/packages/ai/src/ai/tools/profiles.ts
index 4503f4ab0..e36281e27 100644
--- a/packages/ai/src/ai/tools/profiles.ts
+++ b/packages/ai/src/ai/tools/profiles.ts
@@ -1,4 +1,5 @@
 import { and, db, desc, eq, profileTraitChanges } from "@databuddy/db";
+import { getTraitDistribution } from "@databuddy/services/identity";
 import { tool, type ToolSet } from "ai";
 import { z } from "zod";
 import { getWebsiteDomain } from "../../lib/website-utils";
@@ -161,6 +162,23 @@ export function buildProfileTools(opts: ProfileToolsOptions): ToolSet {
 			},
 		}),
 
+		list_profile_traits: tool({
+			description: `Distribution of identified-user traits: every trait key, its values, and how many profiles carry each value, plus the total identified profile count. Call this before segmenting to learn which keys and values exist and to quantify identified-vs-anonymous coverage. To measure sessions or behavior per segment, follow up with get_data using a trait:<key> filter (e.g. session_metrics filtered by trait:plan eq pro) — that is how profiles link to sessions; prefer aggregate query types like session_metrics/summary_metrics for totals instead of summing time series rows by hand.${suffix}`,
+			inputSchema: z.object({
+				websiteId: opts.websiteIdSchema,
+			}),
+			execute: async ({ websiteId }, options) => {
+				const site = await opts.resolveSite(websiteId, options);
+				const distribution = await getTraitDistribution(site.websiteId);
+				logger.info("Fetched trait distribution", {
+					websiteId: site.websiteId,
+					identifiedProfiles: distribution.identifiedProfiles,
+					traitRows: distribution.traits.length,
+				});
+				return distribution;
+			},
+		}),
+
 		get_profile_sessions: tool({
 			description: `Session history for a visitor, including analytics events, custom events, errors, outgoing links, and separate web vitals context. Use after list_profiles/get_profile.${suffix}`,
 			inputSchema: z.object({
diff --git a/packages/services/src/identity.ts b/packages/services/src/identity.ts
index 75aaa2cf7..de2f0bf4a 100644
--- a/packages/services/src/identity.ts
+++ b/packages/services/src/identity.ts
@@ -324,3 +324,35 @@ export async function resolveTraitSegment(
 	}
 	return rows.map((row) => row.profileId);
 }
+
+export interface TraitDistributionRow {
+	key: string;
+	profiles: number;
+	value: string;
+}
+
+const TRAIT_DISTRIBUTION_LIMIT = 200;
+
+export async function getTraitDistribution(websiteId: string): Promise<{
+	identifiedProfiles: number;
+	traits: TraitDistributionRow[];
+}> {
+	const [totals] = await db
+		.select({ identifiedProfiles: sql<number>`count(*)::int` })
+		.from(profiles)
+		.where(eq(profiles.websiteId, websiteId));
+
+	const result = await db.execute(sql`
+		select t.key as key, t.value as value, count(*)::int as profiles
+		from ${profiles} p, jsonb_each_text(p.traits) as t(key, value)
+		where p.website_id = ${websiteId}
+		group by t.key, t.value
+		order by t.key asc, count(*) desc
+		limit ${TRAIT_DISTRIBUTION_LIMIT}
+	`);
+
+	return {
+		identifiedProfiles: totals?.identifiedProfiles ?? 0,
+		traits: result.rows as unknown as TraitDistributionRow[],
+	};
+}

From c898380f05214a484743c5041ed6c7ee864edd74 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:08:41 +0300
Subject: [PATCH 014/129] fix(ai): sanitize public query errors behind an
 allowlist

---
 packages/ai/src/ai/mcp/agent-tools.ts       | 27 ++++++++----
 packages/ai/src/ai/mcp/tools.ts             |  4 +-
 packages/ai/src/ai/tools/get-data.ts        | 11 +++--
 packages/ai/src/query/index.ts              |  1 +
 packages/ai/src/query/trait-filters.test.ts | 49 +++++++++++++++++++++
 packages/ai/src/query/trait-filters.ts      | 29 +++++++++++-
 6 files changed, 105 insertions(+), 16 deletions(-)

diff --git a/packages/ai/src/ai/mcp/agent-tools.ts b/packages/ai/src/ai/mcp/agent-tools.ts
index bda6e686a..a13bf5487 100644
--- a/packages/ai/src/ai/mcp/agent-tools.ts
+++ b/packages/ai/src/ai/mcp/agent-tools.ts
@@ -4,7 +4,11 @@ import { tool, type ToolSet } from "ai";
 import { z } from "zod";
 import { getAccessibleWebsites } from "../../lib/accessible-websites";
 import { getWebsiteDomain } from "../../lib/website-utils";
-import { executeBatch, executeQuery } from "../../query";
+import {
+	executeBatch,
+	executeQuery,
+	publicQueryErrorMessage,
+} from "../../query";
 import type { QueryRequest } from "../../query/types";
 import { createAnnotationTools } from "../tools/annotations";
 import { createFlagTools } from "../tools/flags";
@@ -144,12 +148,17 @@ export function createMcpAgentTools(
 					offset: args.offset,
 					timezone: args.timezone ?? "UTC",
 				};
-				const data = await executeQuery(
-					queryRequest,
-					websiteDomain,
-					queryRequest.timezone,
-					options.abortSignal
-				);
+				let data: unknown[];
+				try {
+					data = await executeQuery(
+						queryRequest,
+						websiteDomain,
+						queryRequest.timezone,
+						options.abortSignal
+					);
+				} catch (error) {
+					throw new Error(publicQueryErrorMessage(error));
+				}
 				return { data, rowCount: data.length, type: args.type };
 			},
 		}),
@@ -189,7 +198,7 @@ Critical schema footguns: website id column is client_id (not website_id); times
 		}),
 		get_data: tool({
 			description:
-				"Run 1-10 pre-built analytics queries in one call. Preferred for explicit analytics requests. Covers traffic, pages, sessions, errors, performance, vitals, custom events, profiles, links, uptime, LLM, and revenue. Use preset (last_7d/last_30d/etc.) or from/to dates. Supports filters (column names or trait:<key> to segment by identified-user traits, e.g. trait:plan), groupBy, orderBy. If a type or filter field is invalid, the error lists valid options.",
+				"Run 1-10 pre-built analytics queries in one call. Preferred for explicit analytics requests. Covers traffic, pages, sessions, errors, performance, vitals, custom events, profiles, links, uptime, LLM, and revenue. Use preset (last_7d/last_30d/etc.) or from/to dates. Supports filters (column names or trait:<key> to segment by identified-user traits, e.g. {field:'trait:plan',op:'in',value:['pro','scale']}), groupBy, orderBy. For plan/subscription/user-segment questions, call list_profile_traits first to see which trait keys and values exist, then filter here with trait:<key> instead of raw SQL. If a type or filter field is invalid, the error lists valid options.",
 			strict: true,
 			inputSchema: z.object({
 				websiteId: z.string(),
@@ -244,7 +253,7 @@ Critical schema footguns: website id column is client_id (not website_id); times
 							type: r.type,
 							data: r.data,
 							rowCount: r.data.length,
-							...(r.error && { error: r.error }),
+							...(r.error && { error: publicQueryErrorMessage(r.error) }),
 						})),
 						...invalid.map((q) => ({
 							type: q.type,
diff --git a/packages/ai/src/ai/mcp/tools.ts b/packages/ai/src/ai/mcp/tools.ts
index fcfd93912..1045e6496 100644
--- a/packages/ai/src/ai/mcp/tools.ts
+++ b/packages/ai/src/ai/mcp/tools.ts
@@ -9,7 +9,7 @@ import {
 	saveCuratedMemory,
 	searchMemories,
 } from "../../lib/supermemory";
-import { executeBatch } from "../../query";
+import { executeBatch, publicQueryErrorMessage } from "../../query";
 import { isAiGatewayConfigured } from "../config/models";
 import { summarizeDigestConfig } from "../tools/digest-summary";
 import { callRPCProcedure } from "../tools/utils";
@@ -463,7 +463,7 @@ const getDataTool = defineMcpTool(
 				type: r.type,
 				data: r.data,
 				rowCount: r.data.length,
-				...(r.error && { error: r.error }),
+				...(r.error && { error: publicQueryErrorMessage(r.error) }),
 			})),
 			...invalid.map((q) => ({
 				type: q.type,
diff --git a/packages/ai/src/ai/tools/get-data.ts b/packages/ai/src/ai/tools/get-data.ts
index f6b376838..4233dd96e 100644
--- a/packages/ai/src/ai/tools/get-data.ts
+++ b/packages/ai/src/ai/tools/get-data.ts
@@ -3,7 +3,12 @@ import { captureError } from "../../lib/tracing";
 import { tool } from "ai";
 import { z } from "zod";
 import { getWebsiteDomain } from "../../lib/website-utils";
-import { executeQuery, hasTraitFilters, QueryBuilders } from "../../query";
+import {
+	executeQuery,
+	hasTraitFilters,
+	publicQueryErrorMessage,
+	QueryBuilders,
+} from "../../query";
 import { shiftDate, todayInTimeZone } from "../../query/date-utils";
 import type { QueryRequest } from "../../query/types";
 import { getAppContext, resolveToolWebsite } from "./utils";
@@ -218,9 +223,7 @@ export const getDataTool = tool({
 						executionTime: Date.now() - queryStart,
 						error: hasTraitFilters(req.filters)
 							? describeTraitFilterError(error)
-							: error instanceof Error
-								? error.message
-								: "Query failed",
+							: publicQueryErrorMessage(error),
 					};
 				}
 			})
diff --git a/packages/ai/src/query/index.ts b/packages/ai/src/query/index.ts
index 672cd5916..66dca3dbf 100644
--- a/packages/ai/src/query/index.ts
+++ b/packages/ai/src/query/index.ts
@@ -116,6 +116,7 @@ export { allowedFilterFields, isFilterFieldAllowed } from "./simple-builder";
 export {
 	hasTraitFilters,
 	invalidFilterFieldError,
+	publicQueryErrorMessage,
 	resolveRequestTraitFilters,
 } from "./trait-filters";
 export * from "./types";
diff --git a/packages/ai/src/query/trait-filters.test.ts b/packages/ai/src/query/trait-filters.test.ts
index 8d9f17562..95c083442 100644
--- a/packages/ai/src/query/trait-filters.test.ts
+++ b/packages/ai/src/query/trait-filters.test.ts
@@ -1,6 +1,7 @@
 import { beforeEach, describe, expect, it, vi } from "vitest";
 import {
 	invalidFilterFieldError,
+	publicQueryErrorMessage,
 	resolveRequestTraitFilters,
 } from "./trait-filters";
 import type { QueryRequest } from "./types";
@@ -88,6 +89,18 @@ describe("resolveRequestTraitFilters", () => {
 		).rejects.toThrow("Trait filters are not supported for session_events");
 		expect(mockResolveTraitSegment).not.toHaveBeenCalled();
 	});
+
+	it("rejects unknown query types before resolving trait segments", async () => {
+		await expect(
+			resolveRequestTraitFilters(
+				makeRequest({
+					type: "not_a_query",
+					filters: [{ field: "trait:plan", op: "eq", value: "pro" }],
+				})
+			)
+		).rejects.toThrow("Trait filters are not supported for not_a_query");
+		expect(mockResolveTraitSegment).not.toHaveBeenCalled();
+	});
 });
 
 describe("invalidFilterFieldError", () => {
@@ -128,3 +141,39 @@ describe("invalidFilterFieldError", () => {
 		expect(invalidFilterFieldError("session_metrics", [])).toBeNull();
 	});
 });
+
+describe("publicQueryErrorMessage", () => {
+	it("preserves user-actionable query validation errors", () => {
+		expect(publicQueryErrorMessage("Unknown query type: nope")).toBe(
+			"Unknown query type: nope"
+		);
+		expect(
+			publicQueryErrorMessage(
+				"Filter on field 'bad' is not permitted for summary."
+			)
+		).toBe("Filter on field 'bad' is not permitted for summary.");
+		expect(
+			publicQueryErrorMessage(
+				"Trait filters are not supported for session_events."
+			)
+		).toBe("Trait filters are not supported for session_events.");
+		expect(
+			publicQueryErrorMessage("Missing required filter: 'session_id'.")
+		).toBe("Missing required filter: 'session_id'.");
+	});
+
+	it("hides raw backend and compiler errors", () => {
+		expect(
+			publicQueryErrorMessage(
+				"Aggregate function argMin(path, time) is found in WHERE in query"
+			)
+		).toBe("Query failed");
+		expect(publicQueryErrorMessage("Syntax error: failed at position 42")).toBe(
+			"Query failed"
+		);
+		expect(publicQueryErrorMessage(new Error("Table analytics.events missing"))).toBe(
+			"Query failed"
+		);
+		expect(publicQueryErrorMessage(null)).toBe("Query failed");
+	});
+});
diff --git a/packages/ai/src/query/trait-filters.ts b/packages/ai/src/query/trait-filters.ts
index 64d2e35d3..b39d612a3 100644
--- a/packages/ai/src/query/trait-filters.ts
+++ b/packages/ai/src/query/trait-filters.ts
@@ -8,10 +8,37 @@ import { QueryBuilders } from "./builders";
 import { allowedFilterFields, isFilterFieldAllowed } from "./simple-builder";
 import type { Filter, QueryRequest } from "./types";
 
+const PUBLIC_QUERY_ERROR_PATTERNS = [
+	/^Unknown query type:/,
+	/^Filter on field '[^']+' is not permitted/,
+	/^Grouping by '[^']+' is not permitted/,
+	/^Ordering by '[^']+' is not permitted/,
+	/^Missing required filters?:/,
+	/^Trait filters /,
+	/^Trait segment exceeds /,
+	/^[a-z_]+ filter is required for [a-z_]+ query$/,
+	/^[a-z_]+ filter expects /,
+];
+
 export function hasTraitFilters(filters: Filter[] | undefined): boolean {
 	return Boolean(filters?.some((f) => isTraitFilterField(f.field)));
 }
 
+export function publicQueryErrorMessage(error: unknown): string {
+	const message =
+		error instanceof Error
+			? error.message
+			: typeof error === "string"
+				? error
+				: "";
+	if (!message) {
+		return "Query failed";
+	}
+	return PUBLIC_QUERY_ERROR_PATTERNS.some((pattern) => pattern.test(message))
+		? message
+		: "Query failed";
+}
+
 export function invalidFilterFieldError(
 	type: string,
 	filters: Filter[] | undefined
@@ -48,7 +75,7 @@ export async function resolveRequestTraitFilters(
 		);
 	}
 	const config = QueryBuilders[request.type];
-	if (config && !isFilterFieldAllowed(config, "profile_id")) {
+	if (!(config && isFilterFieldAllowed(config, "profile_id"))) {
 		throw new TraitFilterError(
 			`Trait filters are not supported for ${request.type}. Query types that support them accept a profile_id filter.`
 		);

From f39c18fce9fcfd280cd71ed55dd89e460bb5a1b7 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:08:41 +0300
Subject: [PATCH 015/129] feat(evals): trait segmentation eval cases

---
 packages/evals/src/cases/index.ts  |  2 ++
 packages/evals/src/cases/traits.ts | 53 ++++++++++++++++++++++++++++++
 2 files changed, 55 insertions(+)
 create mode 100644 packages/evals/src/cases/traits.ts

diff --git a/packages/evals/src/cases/index.ts b/packages/evals/src/cases/index.ts
index 22cdc4e94..ee55e87ec 100644
--- a/packages/evals/src/cases/index.ts
+++ b/packages/evals/src/cases/index.ts
@@ -7,6 +7,7 @@ import { integrationCases } from "./integrations";
 import { qualityCases } from "./quality";
 import { slackThreadCases } from "./slack-thread";
 import { toolRoutingCases } from "./tool-routing";
+import { traitCases } from "./traits";
 
 const DEFAULT_SURFACE: EvalSurface = "agent";
 
@@ -14,6 +15,7 @@ export const allCases: EvalCase[] = [
 	...toolRoutingCases,
 	...behavioralCases,
 	...attributionCases,
+	...traitCases,
 	...qualityCases,
 	...insightsCases,
 	...formatCases,
diff --git a/packages/evals/src/cases/traits.ts b/packages/evals/src/cases/traits.ts
new file mode 100644
index 000000000..4b9c49896
--- /dev/null
+++ b/packages/evals/src/cases/traits.ts
@@ -0,0 +1,53 @@
+import type { EvalCase } from "../types";
+
+const DASHBOARD_WS = "3ed1fce1-5a56-4cb6-a977-66864f6d18e3";
+
+const TRAIT_EXPECTATIONS: EvalCase["expect"] = {
+	maxSteps: 20,
+	maxLatencyMs: 420_000,
+	minQualityScore: 70,
+};
+
+export const traitCases: EvalCase[] = [
+	{
+		id: "free-vs-pro-plan-behavior",
+		category: "attribution",
+		tags: ["traits"],
+		name: "Segments session behavior by the plan identity trait",
+		query:
+			"Compare how free plan users and pro plan users used the app over the last 30 days: sessions, bounce rate, session duration, and the top pages each group visits. Use the identified-user plan trait to segment, and state clearly how many identified users each segment covers.",
+		websiteId: DASHBOARD_WS,
+		expect: {
+			...TRAIT_EXPECTATIONS,
+			toolsCalled: ["get_data"],
+			toolInputs: [{ tool: "get_data", includes: { field: "trait:plan" } }],
+		},
+	},
+	{
+		id: "plan-trait-coverage-honesty",
+		category: "attribution",
+		tags: ["traits"],
+		name: "Quantifies how much traffic is actually segmentable by plan",
+		query:
+			"What share of our last-30-day sessions and visitors can actually be segmented by the plan trait? Quantify identified vs anonymous coverage, list which plan values exist and their profile counts, and say plainly whether plan-level behavioral conclusions are statistically safe yet.",
+		websiteId: DASHBOARD_WS,
+		expect: {
+			...TRAIT_EXPECTATIONS,
+			toolsCalled: ["list_profile_traits"],
+		},
+	},
+	{
+		id: "paid-plans-trait-segment-pages",
+		category: "attribution",
+		tags: ["traits"],
+		name: "Filters product usage by a multi-value plan trait segment",
+		query:
+			"Which pages do our paying users (any paid plan, not free) spend their sessions on in the last 30 days, and how does their bounce rate compare to the site overall? Check which plan values exist before segmenting.",
+		websiteId: DASHBOARD_WS,
+		expect: {
+			...TRAIT_EXPECTATIONS,
+			toolsCalled: ["get_data", "list_profile_traits"],
+			toolInputs: [{ tool: "get_data", includes: { field: "trait:plan" } }],
+		},
+	},
+];

From 8cc0125e5d0de715dd896b619920bd1fe265bb46 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:08:41 +0300
Subject: [PATCH 016/129] fix(dashboard): drop redundant
 has_active_subscription trait

---
 .../providers/identify-billing-traits.tsx       | 17 +++--------------
 1 file changed, 3 insertions(+), 14 deletions(-)

diff --git a/apps/dashboard/components/providers/identify-billing-traits.tsx b/apps/dashboard/components/providers/identify-billing-traits.tsx
index ed6d43f96..509e6f580 100644
--- a/apps/dashboard/components/providers/identify-billing-traits.tsx
+++ b/apps/dashboard/components/providers/identify-billing-traits.tsx
@@ -8,12 +8,8 @@ import { useBillingContext } from "./billing-provider";
 
 export function IdentifyBillingTraits() {
 	const { data: session } = authClient.useSession();
-	const {
-		currentPlanId,
-		hasActiveSubscription,
-		isOrganizationBilling,
-		isLoading,
-	} = useBillingContext();
+	const { currentPlanId, isOrganizationBilling, isLoading } =
+		useBillingContext();
 	const userId = session?.user?.id;
 
 	useEffect(() => {
@@ -22,17 +18,10 @@ export function IdentifyBillingTraits() {
 		}
 		identify(userId, {
 			plan: currentPlanId,
-			has_active_subscription: hasActiveSubscription,
 			billing_scope: isOrganizationBilling ? "organization" : "personal",
 		});
 		setGlobalProperties({ plan: currentPlanId });
-	}, [
-		userId,
-		currentPlanId,
-		hasActiveSubscription,
-		isOrganizationBilling,
-		isLoading,
-	]);
+	}, [userId, currentPlanId, isOrganizationBilling, isLoading]);
 
 	return null;
 }

From 077eb2f162acbed7de93c649c5be866098af3ed0 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:47:54 +0300
Subject: [PATCH 017/129] fix(basket): record attempted amount on failed
 invoices and carry attribution through failed and refund handlers

---
 apps/basket/src/routes/webhooks/stripe.ts | 24 +++++++++++++++++++----
 1 file changed, 20 insertions(+), 4 deletions(-)

diff --git a/apps/basket/src/routes/webhooks/stripe.ts b/apps/basket/src/routes/webhooks/stripe.ts
index bc4a6b574..10c8aab7d 100644
--- a/apps/basket/src/routes/webhooks/stripe.ts
+++ b/apps/basket/src/routes/webhooks/stripe.ts
@@ -32,6 +32,7 @@ interface WebhookCharge {
 	customer?: string | { id: string } | null;
 	id: string;
 	metadata?: Record<string, string>;
+	payment_intent?: string | { id: string } | null;
 	refunds?: {
 		data: Array<{
 			id: string;
@@ -42,6 +43,7 @@ interface WebhookCharge {
 }
 
 interface WebhookInvoice {
+	amount_due?: number;
 	amount_paid: number;
 	billing_reason?: string | null;
 	created: number;
@@ -332,7 +334,11 @@ async function handleFailedPayment(
 	status: "failed" | "canceled"
 ): Promise<void> {
 	const log = useLogger();
-	const metadata = await extractAnalyticsMetadata(pi.metadata);
+	const metadata = await withCarriedAttribution(
+		await extractAnalyticsMetadata(pi.metadata),
+		config.ownerId,
+		pi.id
+	);
 	const customerId = extractCustomerId(pi.customer);
 	const amount = (pi.amount_received ?? pi.amount) / 100;
 	const currency = pi.currency.toUpperCase();
@@ -451,9 +457,11 @@ async function handleInvoiceFailed(
 	config: WebhookConfig
 ): Promise<void> {
 	const log = useLogger();
-	const metadata = await extractAnalyticsMetadata(invoice.metadata);
+	const metadata = await extractAnalyticsMetadata(
+		invoiceMetadataSources(invoice)
+	);
 	const customerId = extractCustomerId(invoice.customer);
-	const amount = invoice.amount_paid / 100;
+	const amount = (invoice.amount_due ?? invoice.amount_paid) / 100;
 	const currency = invoice.currency.toUpperCase();
 
 	log.set({
@@ -486,7 +494,15 @@ async function handleRefund(
 	config: WebhookConfig
 ): Promise<void> {
 	const log = useLogger();
-	const metadata = await extractAnalyticsMetadata(charge.metadata);
+	const chargePaymentIntentId =
+		typeof charge.payment_intent === "string"
+			? charge.payment_intent
+			: charge.payment_intent?.id;
+	const metadata = await withCarriedAttribution(
+		await extractAnalyticsMetadata(charge.metadata),
+		config.ownerId,
+		chargePaymentIntentId || charge.id
+	);
 	const customerId = extractCustomerId(charge.customer);
 	const currency = charge.currency.toUpperCase();
 	const refunds = charge.refunds?.data || [];

From c98bdf8efc2123eef133a58efc6e3cf8d84a8dae Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:47:55 +0300
Subject: [PATCH 018/129] fix(dashboard): ltv tooltip and email search pending
 state

---
 .../app/(main)/websites/[id]/users/page.tsx          | 12 ++++++++++--
 1 file changed, 10 insertions(+), 2 deletions(-)

diff --git a/apps/dashboard/app/(main)/websites/[id]/users/page.tsx b/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
index 679df65f7..a07cdd0db 100644
--- a/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
@@ -206,6 +206,7 @@ export default function UsersPage() {
 	});
 	const [eventFilter, setEventFilter] = useState<string | null>(null);
 	const [emailQuery, setEmailQuery] = useState("");
+	const [emailSearching, setEmailSearching] = useState(false);
 	const [traitFilter, setTraitFilter] = useState<{
 		key: string;
 		value: string | null;
@@ -518,7 +519,11 @@ export default function UsersPage() {
 			},
 			{
 				id: "ltv",
-				header: "LTV",
+				header: () => (
+					<Tooltip content="Lifetime revenue, refunds netted" side="top">
+						<span>LTV</span>
+					</Tooltip>
+				),
 				cell: ({ row }) => {
 					const ltv = row.original.ltv ?? 0;
 					if (ltv === 0) {
@@ -734,12 +739,14 @@ export default function UsersPage() {
 				onSubmit={async (e) => {
 					e.preventDefault();
 					const email = emailQuery.trim().toLowerCase();
-					if (!email) {
+					if (!email || emailSearching) {
 						return;
 					}
+					setEmailSearching(true);
 					const found = await orpc.profiles.findByEmail
 						.call({ websiteId, email })
 						.catch(() => null);
+					setEmailSearching(false);
 					if (found) {
 						router.push(`/websites/${websiteId}/users/${found.profileId}`);
 					} else {
@@ -751,6 +758,7 @@ export default function UsersPage() {
 					<MagnifyingGlassIcon className="absolute top-1/2 left-2 size-3.5 -translate-y-1/2 text-muted-foreground" />
 					<Input
 						className="h-8 w-52 pl-7 text-xs"
+						disabled={emailSearching}
 						onChange={(e) => setEmailQuery(e.target.value)}
 						placeholder="Find by email"
 						type="email"

From 779b86bd3064168d118cfa998c297970029f48c0 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:47:55 +0300
Subject: [PATCH 019/129] style(ai): drop em dashes from tool descriptions and
 payments docs

---
 apps/docs/content/docs/Integrations/payments.mdx | 12 ++++++------
 packages/ai/src/ai/mcp/agent-tools.ts            |  2 +-
 packages/ai/src/ai/tools/profiles.ts             |  4 ++--
 3 files changed, 9 insertions(+), 9 deletions(-)

diff --git a/apps/docs/content/docs/Integrations/payments.mdx b/apps/docs/content/docs/Integrations/payments.mdx
index 1b81b5a5c..d72d16c02 100644
--- a/apps/docs/content/docs/Integrations/payments.mdx
+++ b/apps/docs/content/docs/Integrations/payments.mdx
@@ -15,7 +15,7 @@ Connect your payment provider and every transaction shows up in the Revenue dash
 
 1. Open your [Databuddy dashboard](https://app.databuddy.cc) and go to **Website → Revenue**.
 2. Click **Generate webhook URLs**. You get one URL per provider, each with a unique secret path.
-3. Keep this page open — you'll paste the URL into your provider next.
+3. Keep this page open, you'll paste the URL into your provider next.
 
 ## 2. Add the webhook to your provider
 
@@ -46,7 +46,7 @@ Paste the **webhook secret key** into the Revenue settings so Databuddy can veri
 
 ## 3. Pass Databuddy IDs with each payment
 
-Metadata connects a payment to the visitor who made it. Include what you have — every field is optional, and more fields mean stronger attribution:
+Metadata connects a payment to the visitor who made it. Include what you have: every field is optional, and more fields mean stronger attribution.
 
 <Tabs items={['Stripe', 'Paddle']}>
 <Tab value="Stripe">
@@ -93,10 +93,10 @@ Paddle.Checkout.open({
 |---|---|
 | Session ID | Ties revenue to the exact visit, referrer, and campaign |
 | Anonymous ID | Ties revenue to the device even without a session |
-| Profile ID | Ties revenue to the identified user — see [Identify Users](/docs/sdk/identify-users) |
+| Profile ID | Ties revenue to the identified user, see [Identify Users](/docs/sdk/identify-users) |
 
 <Callout type="info">
-Anonymous IDs are hashed on arrival, the same way the tracker hashes them — raw
+Anonymous IDs are hashed on arrival, the same way the tracker hashes them; raw
 device IDs are never stored. Profile IDs are your own user IDs and are stored
 as sent.
 </Callout>
@@ -107,6 +107,6 @@ Send a test payment (Stripe test mode works), then check **Website → Revenue**
 
 ## Troubleshooting
 
-- **Nothing appears:** confirm the webhook URL matches the generated one exactly and the signing secret is saved in Revenue settings — deliveries with bad signatures are rejected.
+- **Nothing appears:** confirm the webhook URL matches the generated one exactly and the signing secret is saved in Revenue settings; deliveries with bad signatures are rejected.
 - **Revenue appears but isn't attributed:** the payment had no Databuddy metadata. Attribution only works for payments created after you started passing IDs.
-- **Stripe shows failed deliveries:** regenerating webhook URLs invalidates the old path — update Stripe after regenerating.
+- **Stripe shows failed deliveries:** regenerating webhook URLs invalidates the old path, so update Stripe after regenerating.
diff --git a/packages/ai/src/ai/mcp/agent-tools.ts b/packages/ai/src/ai/mcp/agent-tools.ts
index a13bf5487..e6aa0aa8f 100644
--- a/packages/ai/src/ai/mcp/agent-tools.ts
+++ b/packages/ai/src/ai/mcp/agent-tools.ts
@@ -163,7 +163,7 @@ export function createMcpAgentTools(
 			},
 		}),
 		execute_sql_query: tool({
-			description: `Custom read-only ClickHouse SQL. SELECT/WITH only. Use {paramName:Type} for parameters. websiteId and websiteDomain are bound server-side from the verified website argument; tool args of those names in params are ignored. UNION, INTERSECT, EXCEPT, subqueries, and comma-joins are not allowed — use CTEs instead. Every WHERE must AND \`client_id = {websiteId:String}\` at top level. Use only when get_data/query builders cannot answer.
+			description: `Custom read-only ClickHouse SQL. SELECT/WITH only. Use {paramName:Type} for parameters. websiteId and websiteDomain are bound server-side from the verified website argument; tool args of those names in params are ignored. UNION, INTERSECT, EXCEPT, subqueries, and comma-joins are not allowed; use CTEs instead. Every WHERE must AND \`client_id = {websiteId:String}\` at top level. Use only when get_data/query builders cannot answer.
 
 Canonical analytics.events schema: client_id, anonymous_id, session_id, time, path, referrer, browser_name, os_name, device_type, country, region, city, utm_source, utm_medium, utm_campaign, utm_term, utm_content, time_on_page, scroll_depth, event_name.
 
diff --git a/packages/ai/src/ai/tools/profiles.ts b/packages/ai/src/ai/tools/profiles.ts
index e36281e27..52eacd0b8 100644
--- a/packages/ai/src/ai/tools/profiles.ts
+++ b/packages/ai/src/ai/tools/profiles.ts
@@ -129,7 +129,7 @@ export function buildProfileTools(opts: ProfileToolsOptions): ToolSet {
 		}),
 
 		get_profile_history: tool({
-			description: `Trait change timeline for an identified profile (profile_id). Each entry shows which traits changed (old and new values) plus the full trait snapshot after the change — answers "when did the plan change" and "what were the traits at time T" directly.${suffix}`,
+			description: `Trait change timeline for an identified profile (profile_id). Each entry shows which traits changed (old and new values) plus the full trait snapshot after the change; answers "when did the plan change" and "what were the traits at time T" directly.${suffix}`,
 			inputSchema: z.object({
 				websiteId: opts.websiteIdSchema,
 				profileId: z.string(),
@@ -163,7 +163,7 @@ export function buildProfileTools(opts: ProfileToolsOptions): ToolSet {
 		}),
 
 		list_profile_traits: tool({
-			description: `Distribution of identified-user traits: every trait key, its values, and how many profiles carry each value, plus the total identified profile count. Call this before segmenting to learn which keys and values exist and to quantify identified-vs-anonymous coverage. To measure sessions or behavior per segment, follow up with get_data using a trait:<key> filter (e.g. session_metrics filtered by trait:plan eq pro) — that is how profiles link to sessions; prefer aggregate query types like session_metrics/summary_metrics for totals instead of summing time series rows by hand.${suffix}`,
+			description: `Distribution of identified-user traits: every trait key, its values, and how many profiles carry each value, plus the total identified profile count. Call this before segmenting to learn which keys and values exist and to quantify identified-vs-anonymous coverage. To measure sessions or behavior per segment, follow up with get_data using a trait:<key> filter (e.g. session_metrics filtered by trait:plan eq pro); that is how profiles link to sessions, and prefer aggregate query types like session_metrics/summary_metrics for totals instead of summing time series rows by hand.${suffix}`,
 			inputSchema: z.object({
 				websiteId: opts.websiteIdSchema,
 			}),

From 971b1bdd60f2791749e7e6121a1c9f248b5bc37c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:59:19 +0300
Subject: [PATCH 020/129] fix(services): rank trait distribution per key and
 stabilize email lookup

---
 .../src/integration/profile-handlers.test.ts  | 21 ++++++++++++++++++
 packages/rpc/src/routers/profiles.ts          |  1 +
 packages/services/src/identity.ts             | 22 ++++++++++++++-----
 3 files changed, 39 insertions(+), 5 deletions(-)

diff --git a/apps/api/src/integration/profile-handlers.test.ts b/apps/api/src/integration/profile-handlers.test.ts
index 042fad296..4cd882487 100644
--- a/apps/api/src/integration/profile-handlers.test.ts
+++ b/apps/api/src/integration/profile-handlers.test.ts
@@ -8,6 +8,7 @@ import {
 import { eq } from "@databuddy/db";
 import { appRouter, type Context } from "@databuddy/rpc";
 import {
+	getTraitDistribution,
 	resolveTraitSegment,
 	splitTraits,
 	upsertProfile,
@@ -319,6 +320,26 @@ describe("profiles.traitKeys / traitValues", () => {
 	});
 });
 
+describe("getTraitDistribution", () => {
+	iit("ranks values per key with profile counts", async () => {
+		const org = await insertOrganization();
+		const website = await insertWebsite({ organizationId: org.id });
+		await seedProfile(website.id, "u1", { traits: { plan: "pro" } });
+		await seedProfile(website.id, "u2", { traits: { plan: "pro" } });
+		await seedProfile(website.id, "u3", {
+			traits: { plan: "free", beta: true },
+		});
+
+		const distribution = await getTraitDistribution(website.id);
+		expect(distribution.identifiedProfiles).toBe(3);
+		expect(distribution.traits).toEqual([
+			{ key: "beta", value: "true", profiles: 1 },
+			{ key: "plan", value: "pro", profiles: 2 },
+			{ key: "plan", value: "free", profiles: 1 },
+		]);
+	});
+});
+
 describe("resolveTraitSegment", () => {
 	iit("resolves profile ids by trait predicate scoped to the website", async () => {
 		const org = await insertOrganization();
diff --git a/packages/rpc/src/routers/profiles.ts b/packages/rpc/src/routers/profiles.ts
index e62f3d51e..470cf6355 100644
--- a/packages/rpc/src/routers/profiles.ts
+++ b/packages/rpc/src/routers/profiles.ts
@@ -50,6 +50,7 @@ export const profilesRouter = {
 						eq(profiles.emailHash, emailLookupHash(input.email))
 					)
 				)
+				.orderBy(desc(profiles.updatedAt))
 				.limit(1);
 
 			return row ?? null;
diff --git a/packages/services/src/identity.ts b/packages/services/src/identity.ts
index de2f0bf4a..c8490433a 100644
--- a/packages/services/src/identity.ts
+++ b/packages/services/src/identity.ts
@@ -265,6 +265,7 @@ export class TraitFilterError extends Error {}
 
 export function isTraitFilterField(field: string): boolean {
 	return (
+		typeof field === "string" &&
 		field.startsWith(TRAIT_FILTER_PREFIX) &&
 		field.length > TRAIT_FILTER_PREFIX.length
 	);
@@ -332,6 +333,7 @@ export interface TraitDistributionRow {
 }
 
 const TRAIT_DISTRIBUTION_LIMIT = 200;
+const TRAIT_VALUES_PER_KEY = 20;
 
 export async function getTraitDistribution(websiteId: string): Promise<{
 	identifiedProfiles: number;
@@ -343,11 +345,21 @@ export async function getTraitDistribution(websiteId: string): Promise<{
 		.where(eq(profiles.websiteId, websiteId));
 
 	const result = await db.execute(sql`
-		select t.key as key, t.value as value, count(*)::int as profiles
-		from ${profiles} p, jsonb_each_text(p.traits) as t(key, value)
-		where p.website_id = ${websiteId}
-		group by t.key, t.value
-		order by t.key asc, count(*) desc
+		with ranked as (
+			select
+				t.key as key,
+				t.value as value,
+				count(*)::int as profiles,
+				row_number() over (partition by t.key order by count(*) desc) as value_rank
+			from ${profiles} p, jsonb_each_text(p.traits) as t(key, value)
+			where p.website_id = ${websiteId}
+				and jsonb_typeof(p.traits) = 'object'
+			group by t.key, t.value
+		)
+		select key, value, profiles
+		from ranked
+		where value_rank <= ${TRAIT_VALUES_PER_KEY}
+		order by key asc, profiles desc
 		limit ${TRAIT_DISTRIBUTION_LIMIT}
 	`);
 

From b9376f62ce78ee615219d08b46b58272edd084c3 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:59:28 +0300
Subject: [PATCH 021/129] fix(ai): key query error messaging on error type not
 input shape

---
 packages/ai/src/ai/tools/get-data.ts | 14 +++++++-------
 1 file changed, 7 insertions(+), 7 deletions(-)

diff --git a/packages/ai/src/ai/tools/get-data.ts b/packages/ai/src/ai/tools/get-data.ts
index 4233dd96e..f0c378724 100644
--- a/packages/ai/src/ai/tools/get-data.ts
+++ b/packages/ai/src/ai/tools/get-data.ts
@@ -5,7 +5,6 @@ import { z } from "zod";
 import { getWebsiteDomain } from "../../lib/website-utils";
 import {
 	executeQuery,
-	hasTraitFilters,
 	publicQueryErrorMessage,
 	QueryBuilders,
 } from "../../query";
@@ -97,12 +96,15 @@ function buildResultSummary(
 
 const MAX_MODEL_ROWS = 50;
 
-function describeTraitFilterError(error: unknown): string {
+function describeQueryError(error: unknown): string {
 	if (error instanceof TraitFilterError) {
 		return error.message;
 	}
-	captureError(error, { tool: "get_data", step: "resolve_trait_segment" });
-	return "Trait filter failed";
+	const message = publicQueryErrorMessage(error);
+	if (message === "Query failed") {
+		captureError(error, { tool: "get_data" });
+	}
+	return message;
 }
 
 const PRESET_DAYS = {
@@ -221,9 +223,7 @@ export const getDataTool = tool({
 						data: [],
 						rowCount: 0,
 						executionTime: Date.now() - queryStart,
-						error: hasTraitFilters(req.filters)
-							? describeTraitFilterError(error)
-							: publicQueryErrorMessage(error),
+						error: describeQueryError(error),
 					};
 				}
 			})

From 96fc36232053a504976dd8f54e2545bf7ed748a2 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 20:59:29 +0300
Subject: [PATCH 022/129] fix(dashboard): distinguish email search errors from
 misses and harden openai-ads route

---
 .../app/(main)/websites/[id]/users/page.tsx   | 22 +++++++++-----
 .../app/api/openai-ads/conversions/route.ts   | 30 ++++++++++---------
 2 files changed, 30 insertions(+), 22 deletions(-)

diff --git a/apps/dashboard/app/(main)/websites/[id]/users/page.tsx b/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
index a07cdd0db..0067f4f20 100644
--- a/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/users/page.tsx
@@ -743,14 +743,20 @@ export default function UsersPage() {
 						return;
 					}
 					setEmailSearching(true);
-					const found = await orpc.profiles.findByEmail
-						.call({ websiteId, email })
-						.catch(() => null);
-					setEmailSearching(false);
-					if (found) {
-						router.push(`/websites/${websiteId}/users/${found.profileId}`);
-					} else {
-						toast.info("No user found with that email");
+					try {
+						const found = await orpc.profiles.findByEmail.call({
+							websiteId,
+							email,
+						});
+						if (found) {
+							router.push(`/websites/${websiteId}/users/${found.profileId}`);
+						} else {
+							toast.info("No user found with that email");
+						}
+					} catch {
+						toast.error("Search failed, try again");
+					} finally {
+						setEmailSearching(false);
 					}
 				}}
 			>
diff --git a/apps/dashboard/app/api/openai-ads/conversions/route.ts b/apps/dashboard/app/api/openai-ads/conversions/route.ts
index 67e665b66..80ff9d4b1 100644
--- a/apps/dashboard/app/api/openai-ads/conversions/route.ts
+++ b/apps/dashboard/app/api/openai-ads/conversions/route.ts
@@ -11,8 +11,7 @@ const ConversionRequestSchema = z.object({
 });
 
 function readClientIp(headers: Headers): string | undefined {
-	const forwardedFor = headers.get("x-forwarded-for")?.split(",")[0]?.trim();
-	return forwardedFor || headers.get("x-real-ip")?.trim() || undefined;
+	return headers.get("x-real-ip")?.trim() || undefined;
 }
 
 async function readJson(request: NextRequest): Promise<unknown> {
@@ -46,19 +45,22 @@ export async function POST(request: NextRequest) {
 		userAgent: request.headers.get("user-agent") ?? undefined,
 	});
 
-	const response = await fetch(
-		`https://bzr.openai.com/v1/events?pid=${encodeURIComponent(pixelId)}`,
-		{
-			body: JSON.stringify({ events: [event], validate_only: false }),
-			headers: {
-				Authorization: `Bearer ${apiKey}`,
-				"Content-Type": "application/json",
-			},
-			method: "POST",
+	try {
+		const response = await fetch(
+			`https://bzr.openai.com/v1/events?pid=${encodeURIComponent(pixelId)}`,
+			{
+				body: JSON.stringify({ events: [event], validate_only: false }),
+				headers: {
+					Authorization: `Bearer ${apiKey}`,
+					"Content-Type": "application/json",
+				},
+				method: "POST",
+			}
+		);
+		if (!response.ok) {
+			return NextResponse.json({ ok: false }, { status: 502 });
 		}
-	);
-
-	if (!response.ok) {
+	} catch {
 		return NextResponse.json({ ok: false }, { status: 502 });
 	}
 

From faa539fbec7864417b984a3d9d46d9261831767c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 21:26:26 +0300
Subject: [PATCH 023/129] fix(basket): keep failed invoices at zero amount to
 preserve the revenue sum invariant

---
 apps/basket/src/routes/webhooks/stripe.ts | 3 +--
 1 file changed, 1 insertion(+), 2 deletions(-)

diff --git a/apps/basket/src/routes/webhooks/stripe.ts b/apps/basket/src/routes/webhooks/stripe.ts
index 10c8aab7d..4222143b0 100644
--- a/apps/basket/src/routes/webhooks/stripe.ts
+++ b/apps/basket/src/routes/webhooks/stripe.ts
@@ -43,7 +43,6 @@ interface WebhookCharge {
 }
 
 interface WebhookInvoice {
-	amount_due?: number;
 	amount_paid: number;
 	billing_reason?: string | null;
 	created: number;
@@ -461,7 +460,7 @@ async function handleInvoiceFailed(
 		invoiceMetadataSources(invoice)
 	);
 	const customerId = extractCustomerId(invoice.customer);
-	const amount = (invoice.amount_due ?? invoice.amount_paid) / 100;
+	const amount = invoice.amount_paid / 100;
 	const currency = invoice.currency.toUpperCase();
 
 	log.set({

From c3a0be27b88dbb837d25f7e6fa2ccd177e048f6d Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 21:26:30 +0300
Subject: [PATCH 024/129] refactor(ai): gate query error telemetry on exported
 sanitized constant

---
 packages/ai/src/ai/tools/get-data.ts   | 5 +++--
 packages/ai/src/query/index.ts         | 1 +
 packages/ai/src/query/trait-filters.ts | 6 ++++--
 3 files changed, 8 insertions(+), 4 deletions(-)

diff --git a/packages/ai/src/ai/tools/get-data.ts b/packages/ai/src/ai/tools/get-data.ts
index f0c378724..7b3880cf4 100644
--- a/packages/ai/src/ai/tools/get-data.ts
+++ b/packages/ai/src/ai/tools/get-data.ts
@@ -7,6 +7,7 @@ import {
 	executeQuery,
 	publicQueryErrorMessage,
 	QueryBuilders,
+	SANITIZED_QUERY_ERROR,
 } from "../../query";
 import { shiftDate, todayInTimeZone } from "../../query/date-utils";
 import type { QueryRequest } from "../../query/types";
@@ -101,8 +102,8 @@ function describeQueryError(error: unknown): string {
 		return error.message;
 	}
 	const message = publicQueryErrorMessage(error);
-	if (message === "Query failed") {
-		captureError(error, { tool: "get_data" });
+	if (message === SANITIZED_QUERY_ERROR) {
+		captureError(error, { tool: "get_data", step: "execute_query" });
 	}
 	return message;
 }
diff --git a/packages/ai/src/query/index.ts b/packages/ai/src/query/index.ts
index 66dca3dbf..6777363d1 100644
--- a/packages/ai/src/query/index.ts
+++ b/packages/ai/src/query/index.ts
@@ -118,5 +118,6 @@ export {
 	invalidFilterFieldError,
 	publicQueryErrorMessage,
 	resolveRequestTraitFilters,
+	SANITIZED_QUERY_ERROR,
 } from "./trait-filters";
 export * from "./types";
diff --git a/packages/ai/src/query/trait-filters.ts b/packages/ai/src/query/trait-filters.ts
index b39d612a3..2873160a5 100644
--- a/packages/ai/src/query/trait-filters.ts
+++ b/packages/ai/src/query/trait-filters.ts
@@ -8,6 +8,8 @@ import { QueryBuilders } from "./builders";
 import { allowedFilterFields, isFilterFieldAllowed } from "./simple-builder";
 import type { Filter, QueryRequest } from "./types";
 
+export const SANITIZED_QUERY_ERROR = "Query failed";
+
 const PUBLIC_QUERY_ERROR_PATTERNS = [
 	/^Unknown query type:/,
 	/^Filter on field '[^']+' is not permitted/,
@@ -32,11 +34,11 @@ export function publicQueryErrorMessage(error: unknown): string {
 				? error
 				: "";
 	if (!message) {
-		return "Query failed";
+		return SANITIZED_QUERY_ERROR;
 	}
 	return PUBLIC_QUERY_ERROR_PATTERNS.some((pattern) => pattern.test(message))
 		? message
-		: "Query failed";
+		: SANITIZED_QUERY_ERROR;
 }
 
 export function invalidFilterFieldError(

From 6fc4230920ecaf9c93325356453aff64a504975c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 21:31:04 +0300
Subject: [PATCH 025/129] fix(slack): abort active runs on shutdown and add run
 timeout

---
 apps/slack/src/index.ts             | 44 ++++++++++++++++++++---------
 apps/slack/src/slack/active-runs.ts | 30 ++++++++++++++++++++
 apps/slack/src/slack/messages.ts    |  4 +++
 apps/slack/src/slack/respond.ts     | 30 +++++++++++++++++---
 apps/slack/src/slack/run-handler.ts | 39 ++++++++++++++++++-------
 5 files changed, 119 insertions(+), 28 deletions(-)

diff --git a/apps/slack/src/index.ts b/apps/slack/src/index.ts
index 7ef54894c..9b3c9d8b6 100644
--- a/apps/slack/src/index.ts
+++ b/apps/slack/src/index.ts
@@ -12,12 +12,18 @@ import {
 	getActiveSlackLog,
 	slackLoggerDrain,
 } from "@/lib/evlog-slack";
+import {
+	abortAllSlackActiveRuns,
+	waitForSlackActiveRuns,
+} from "@/slack/active-runs";
 import {
 	createSlackAuthorize,
 	SlackInstallationStore,
 } from "@/slack/installations";
 import { registerSlackListeners } from "@/slack/listeners";
 
+const SHUTDOWN_RUN_SETTLE_TIMEOUT_MS = 10_000;
+
 initLogger({
 	env: { service: "slack" },
 	redact: databuddyEvlogRedaction,
@@ -86,21 +92,31 @@ async function main() {
 		process.exit(1);
 	}
 
+	let shuttingDown = false;
+
 	async function shutdown(signal: string) {
-		log.info({ lifecycle: "shutdown", signal });
-		await Promise.all([
-			app
-				.stop()
-				.catch((error) =>
-					captureSlackError(error, { lifecycle: "slack_stop_failed" })
-				),
-			shutdownPostgres().catch((error) =>
-				captureSlackError(error, { lifecycle: "postgres_shutdown_failed" })
-			),
-			flushBatchedSlackDrain().catch((error) =>
-				captureSlackError(error, { lifecycle: "drain_flush_failed" })
-			),
-		]);
+		if (shuttingDown) {
+			return;
+		}
+		shuttingDown = true;
+		const abortedRuns = abortAllSlackActiveRuns("shutdown");
+		log.info({
+			lifecycle: "shutdown",
+			signal,
+			slack_aborted_runs: abortedRuns,
+		});
+		await app
+			.stop()
+			.catch((error) =>
+				captureSlackError(error, { lifecycle: "slack_stop_failed" })
+			);
+		await waitForSlackActiveRuns(SHUTDOWN_RUN_SETTLE_TIMEOUT_MS);
+		await shutdownPostgres().catch((error) =>
+			captureSlackError(error, { lifecycle: "postgres_shutdown_failed" })
+		);
+		await flushBatchedSlackDrain().catch((error) =>
+			captureSlackError(error, { lifecycle: "drain_flush_failed" })
+		);
 		process.exit(0);
 	}
 
diff --git a/apps/slack/src/slack/active-runs.ts b/apps/slack/src/slack/active-runs.ts
index 843c95866..3b733299f 100644
--- a/apps/slack/src/slack/active-runs.ts
+++ b/apps/slack/src/slack/active-runs.ts
@@ -7,6 +7,7 @@ interface SlackMessageRef {
 }
 
 const activeRuns = new Map<string, AbortController>();
+const inflightRuns = new Set<Promise<unknown>>();
 
 function runKey(ref: SlackMessageRef): string {
 	return [ref.teamId ?? "team", ref.channelId, ref.messageTs].join(":");
@@ -55,6 +56,35 @@ export function abortSlackActiveRun(ref: SlackMessageRef): boolean {
 	return false;
 }
 
+export function trackSlackRunPromise(promise: Promise<unknown>): void {
+	inflightRuns.add(promise);
+	promise
+		.catch(() => {})
+		.finally(() => {
+			inflightRuns.delete(promise);
+		});
+}
+
+export function abortAllSlackActiveRuns(reason: string): number {
+	let aborted = 0;
+	for (const controller of activeRuns.values()) {
+		controller.abort(reason);
+		aborted++;
+	}
+	activeRuns.clear();
+	return aborted;
+}
+
+export async function waitForSlackActiveRuns(timeoutMs: number): Promise<void> {
+	if (inflightRuns.size === 0) {
+		return;
+	}
+	await Promise.race([
+		Promise.allSettled([...inflightRuns]),
+		new Promise((resolve) => setTimeout(resolve, timeoutMs)),
+	]);
+}
+
 export function cleanupSlackActiveRun(run: SlackAgentRun): void {
 	if (!run.messageTs) {
 		return;
diff --git a/apps/slack/src/slack/messages.ts b/apps/slack/src/slack/messages.ts
index 74c4bf637..c2793faea 100644
--- a/apps/slack/src/slack/messages.ts
+++ b/apps/slack/src/slack/messages.ts
@@ -18,6 +18,10 @@ export const SLACK_SUGGESTED_PROMPTS = [
 export const SLACK_COPY = {
 	agentFailure:
 		"I hit a snag before I could answer. Try again in a moment; if it keeps happening, reconnect Slack from Databuddy settings.",
+	agentRestarted:
+		"I was restarted before I could finish. Mention me again and I'll take another look.",
+	agentTimeout:
+		"This took longer than expected, so I stopped. Try again with a narrower question.",
 	assistantGreeting:
 		"I'm in. Ask me about traffic, pages, referrers, conversions, campaigns, links, flags, or product usage.",
 	autoBindSuccess: "Ready here.",
diff --git a/apps/slack/src/slack/respond.ts b/apps/slack/src/slack/respond.ts
index 684dafdfb..fed1810e1 100644
--- a/apps/slack/src/slack/respond.ts
+++ b/apps/slack/src/slack/respond.ts
@@ -184,11 +184,16 @@ export async function streamAgentToSlack({
 			startedAt,
 		});
 	} catch (error) {
+		const abortReason =
+			abortSignal?.aborted && typeof abortSignal.reason === "string"
+				? abortSignal.reason
+				: undefined;
 		if (streamTs && !thinkingResolved) {
 			const status =
-				abortSignal?.aborted ||
-				isAbortError(error) ||
-				isSlackUserCancellation(error)
+				abortReason !== "timeout" &&
+				(abortSignal?.aborted ||
+					isAbortError(error) ||
+					isSlackUserCancellation(error))
 					? "complete"
 					: "error";
 			await resolveThinking(client, run.channelId, streamTs, status);
@@ -196,7 +201,14 @@ export async function streamAgentToSlack({
 
 		if (abortSignal?.aborted || isAbortError(error)) {
 			if (streamTs) {
-				await flushAndStop(client, run.channelId, streamTs, pending, logger);
+				await flushAndStop(
+					client,
+					run.channelId,
+					streamTs,
+					pending,
+					logger,
+					abortStopText(abortReason)
+				);
 			}
 			return abortedResult(safeMarkdown, chunkCount, streamTs);
 		}
@@ -560,6 +572,16 @@ function logStreamError(
 	}
 }
 
+function abortStopText(reason: string | undefined): string | undefined {
+	if (reason === "timeout") {
+		return SLACK_COPY.agentTimeout;
+	}
+	if (reason === "shutdown") {
+		return SLACK_COPY.agentRestarted;
+	}
+	return;
+}
+
 function abortedResult(
 	safeMarkdown: string,
 	chunkCount: number,
diff --git a/apps/slack/src/slack/run-handler.ts b/apps/slack/src/slack/run-handler.ts
index 1cc3cce8e..c5d36a3cc 100644
--- a/apps/slack/src/slack/run-handler.ts
+++ b/apps/slack/src/slack/run-handler.ts
@@ -13,6 +13,7 @@ import {
 import {
 	cleanupSlackActiveRun,
 	registerSlackActiveRun,
+	trackSlackRunPromise,
 } from "@/slack/active-runs";
 import { SLACK_COPY } from "@/slack/messages";
 import { streamAgentToSlack } from "@/slack/respond";
@@ -22,27 +23,37 @@ import type { SlackThreadQueueStore } from "@/slack/thread-queue";
 
 const MAX_FOLLOW_UP_ROUNDS = 3;
 const QUEUED_TAKEOVER_RETRY_DELAYS_MS = [0, 25, 75] as const;
+const RUN_TIMEOUT_MS = 5 * 60 * 1000;
 
-export async function handleAgentRun({
-	agent,
-	client,
-	logger,
-	run,
-	say,
-	threadQueue,
-}: {
+interface HandleAgentRunOptions {
 	agent: Pick<DatabuddyAgentClient, "stream">;
 	client: SlackAgentClient;
 	logger: SlackLogger;
 	run: SlackAgentRun;
 	say: SlackSay;
 	threadQueue: SlackThreadQueueStore;
-}): Promise<void> {
+}
+
+export function handleAgentRun(options: HandleAgentRunOptions): Promise<void> {
+	const runPromise = executeAgentRun(options);
+	trackSlackRunPromise(runPromise);
+	return runPromise;
+}
+
+async function executeAgentRun({
+	agent,
+	client,
+	logger,
+	run,
+	say,
+	threadQueue,
+}: HandleAgentRunOptions): Promise<void> {
 	const eventLog = createRunLog(run);
 	const startedAt = performance.now();
 	let lockAcquired = false;
 	let abortController: AbortController | null = null;
 	let registeredRun: SlackAgentRun | null = null;
+	let runTimeout: ReturnType<typeof setTimeout> | null = null;
 
 	await withSlackLogContext(eventLog, async () => {
 		try {
@@ -80,7 +91,12 @@ export async function handleAgentRun({
 			}
 
 			registeredRun = currentRun;
-			abortController = registerSlackActiveRun(registeredRun);
+			abortController =
+				registerSlackActiveRun(registeredRun) ?? new AbortController();
+			runTimeout = setTimeout(() => {
+				setSlackLog(eventLog, { slack_run_timed_out: true });
+				abortController?.abort("timeout");
+			}, RUN_TIMEOUT_MS);
 			await addTriggerReaction({ client, eventLog, logger, run: currentRun });
 			const slackContext =
 				currentRun.slackContext ??
@@ -123,6 +139,9 @@ export async function handleAgentRun({
 				});
 			}
 		} finally {
+			if (runTimeout) {
+				clearTimeout(runTimeout);
+			}
 			if (lockAcquired) {
 				await threadQueue.release(run).catch((error) => {
 					logger.warn("Failed to release Slack thread lock", error);

From 99936354cacd4a22a5ebf277f21fd924ca982a7c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 22:19:20 +0300
Subject: [PATCH 026/129] feat(db): add source, website, conversation, and
 metadata to feedback

---
 packages/db/src/drizzle/schema/feedback.ts  | 18 ++++++++++++++++++
 packages/db/src/drizzle/schema/relations.ts |  4 ++++
 2 files changed, 22 insertions(+)

diff --git a/packages/db/src/drizzle/schema/feedback.ts b/packages/db/src/drizzle/schema/feedback.ts
index 0ea5e145a..4a6a9f22f 100644
--- a/packages/db/src/drizzle/schema/feedback.ts
+++ b/packages/db/src/drizzle/schema/feedback.ts
@@ -2,6 +2,7 @@ import {
 	foreignKey,
 	index,
 	integer,
+	jsonb,
 	pgEnum,
 	pgTable,
 	text,
@@ -9,6 +10,7 @@ import {
 	uniqueIndex,
 } from "drizzle-orm/pg-core";
 import { organization, user } from "./auth";
+import { websites } from "./websites";
 
 export const feedbackCategory = pgEnum("feedback_category", [
 	"bug_report",
@@ -19,6 +21,13 @@ export const feedbackCategory = pgEnum("feedback_category", [
 	"other",
 ]);
 
+export const feedbackSource = pgEnum("feedback_source", [
+	"dashboard",
+	"agent",
+	"slack",
+	"mcp",
+]);
+
 export const feedbackStatus = pgEnum("feedback_status", [
 	"pending",
 	"approved",
@@ -41,6 +50,10 @@ export const feedback = pgTable(
 		description: text().notNull(),
 		category: feedbackCategory().notNull(),
 		status: feedbackStatus().default("pending").notNull(),
+		source: feedbackSource().default("dashboard").notNull(),
+		websiteId: text("website_id"),
+		conversationId: text("conversation_id"),
+		metadata: jsonb().$type<Record<string, unknown>>(),
 		creditsAwarded: integer("credits_awarded").default(0).notNull(),
 		adminNotes: text("admin_notes"),
 		reviewedBy: text("reviewed_by"),
@@ -74,6 +87,11 @@ export const feedback = pgTable(
 			foreignColumns: [user.id],
 			name: "feedback_reviewed_by_fkey",
 		}).onDelete("set null"),
+		foreignKey({
+			columns: [table.websiteId],
+			foreignColumns: [websites.id],
+			name: "feedback_website_id_fkey",
+		}).onDelete("set null"),
 	]
 );
 
diff --git a/packages/db/src/drizzle/schema/relations.ts b/packages/db/src/drizzle/schema/relations.ts
index fa431f23d..aac199450 100644
--- a/packages/db/src/drizzle/schema/relations.ts
+++ b/packages/db/src/drizzle/schema/relations.ts
@@ -520,6 +520,10 @@ export const relations = defineRelations(schema, (r) => ({
 			to: r.user.id,
 			alias: "feedbackReviewer",
 		}),
+		website: r.one.websites({
+			from: r.feedback.websiteId,
+			to: r.websites.id,
+		}),
 	},
 
 	feedbackRedemptions: {

From 1f4c903489d35ede0f9b32fd9671eceb629692eb Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 22:19:34 +0300
Subject: [PATCH 027/129] feat(services): shared feedback submission with
 source-aware slack alert

---
 packages/rpc/src/routers/feedback.ts | 126 ++-------------------
 packages/services/package.json       |   1 +
 packages/services/src/feedback.ts    | 161 +++++++++++++++++++++++++++
 3 files changed, 172 insertions(+), 116 deletions(-)
 create mode 100644 packages/services/src/feedback.ts

diff --git a/packages/rpc/src/routers/feedback.ts b/packages/rpc/src/routers/feedback.ts
index 435ebb2a8..18d4205c9 100644
--- a/packages/rpc/src/routers/feedback.ts
+++ b/packages/rpc/src/routers/feedback.ts
@@ -2,6 +2,7 @@ import { and, desc, eq, sql, withTransaction } from "@databuddy/db";
 import type { db as DbType } from "@databuddy/db";
 import { feedback, feedbackRedemptions } from "@databuddy/db/schema";
 import { ratelimit } from "@databuddy/redis/rate-limit";
+import { submitFeedback } from "@databuddy/services/feedback";
 import { randomUUIDv7 } from "bun";
 import { z } from "zod";
 import { rpcError } from "../errors";
@@ -14,102 +15,6 @@ import {
 } from "../utils/autumn-balance";
 import { getBillingCustomerId } from "../utils/billing";
 
-const SLACK_WEBHOOK_URL = process.env.SLACK_WEBHOOK_URL ?? "";
-const SLACK_TIMEOUT_MS = 10_000;
-
-const CATEGORY_LABELS: Record<string, string> = {
-	bug_report: "Bug Report",
-	feature_request: "Feature Request",
-	ux_improvement: "UX Improvement",
-	performance: "Performance",
-	documentation: "Documentation",
-	other: "Other",
-};
-
-function escapeMrkdwn(value: string): string {
-	return value
-		.replace(/&/g, "&amp;")
-		.replace(/</g, "&lt;")
-		.replace(/>/g, "&gt;")
-		.replace(/\|/g, "&#124;");
-}
-
-async function notifySlack(
-	title: string,
-	category: string,
-	description: string,
-	userEmail: string
-) {
-	if (!SLACK_WEBHOOK_URL) {
-		return;
-	}
-
-	const safeTitle = escapeMrkdwn(title);
-	const safeDescription = escapeMrkdwn(description.slice(0, 500));
-	const safeEmail = escapeMrkdwn(userEmail);
-
-	const blocks = [
-		{
-			type: "header",
-			text: {
-				type: "plain_text",
-				text: "💬 New Feedback Submitted",
-				emoji: true,
-			},
-		},
-		{
-			type: "section",
-			fields: [
-				{
-					type: "mrkdwn",
-					text: `*Title:*\n${safeTitle}`,
-				},
-				{
-					type: "mrkdwn",
-					text: `*Category:*\n${CATEGORY_LABELS[category] ?? category}`,
-				},
-			],
-		},
-		{
-			type: "section",
-			text: {
-				type: "mrkdwn",
-				text: `*Description:*\n${safeDescription}${description.length > 500 ? "..." : ""}`,
-			},
-		},
-		{
-			type: "context",
-			elements: [
-				{
-					type: "mrkdwn",
-					text: `Submitted by ${safeEmail} · ${new Date().toUTCString()}`,
-				},
-			],
-		},
-	];
-
-	const controller = new AbortController();
-	const timeoutId = setTimeout(() => controller.abort(), SLACK_TIMEOUT_MS);
-
-	try {
-		await fetch(SLACK_WEBHOOK_URL, {
-			method: "POST",
-			headers: { "Content-Type": "application/json" },
-			body: JSON.stringify({ blocks }),
-			signal: controller.signal,
-		});
-	} catch (error) {
-		if (error instanceof Error && error.name !== "AbortError") {
-			logger.error(
-				{ error: error.message },
-				"Failed to send Slack notification for feedback"
-			);
-		}
-	} finally {
-		clearTimeout(timeoutId);
-	}
-}
-
 const REWARD_TIERS = [
 	{ creditsRequired: 50, rewardType: "events", rewardAmount: 1000 },
 	{ creditsRequired: 100, rewardType: "events", rewardAmount: 2500 },
@@ -231,26 +136,15 @@ export const feedbackRouter = {
 				throw rpcError.rateLimited(rl.reset);
 			}
 
-			const [newFeedback] = await context.db
-				.insert(feedback)
-				.values({
-					id: randomUUIDv7(),
-					userId: context.user.id,
-					organizationId: context.organizationId,
-					title: input.title,
-					description: input.description,
-					category: input.category,
-				})
-				.returning();
-
-			notifySlack(
-				input.title,
-				input.category,
-				input.description,
-				context.user.email
-			).catch(() => {});
-
-			return newFeedback;
+			return await submitFeedback({
+				userId: context.user.id,
+				organizationId: context.organizationId,
+				title: input.title,
+				description: input.description,
+				category: input.category,
+				source: "dashboard",
+				userEmail: context.user.email,
+			});
 		}),
 
 	list: sessionProcedure
diff --git a/packages/services/package.json b/packages/services/package.json
index bf757d3dc..2bed56b07 100644
--- a/packages/services/package.json
+++ b/packages/services/package.json
@@ -5,6 +5,7 @@
   "type": "module",
   "exports": {
     "./billing-lifecycle": "./src/billing-lifecycle.ts",
+    "./feedback": "./src/feedback.ts",
     "./identity": "./src/identity.ts",
     "./websites": "./src/websites.ts"
   },
diff --git a/packages/services/src/feedback.ts b/packages/services/src/feedback.ts
new file mode 100644
index 000000000..ff067600d
--- /dev/null
+++ b/packages/services/src/feedback.ts
@@ -0,0 +1,161 @@
+import { db, eq, type Feedback, feedback, user } from "@databuddy/db";
+import { randomUUIDv7 } from "bun";
+
+const SLACK_WEBHOOK_URL = process.env.SLACK_WEBHOOK_URL ?? "";
+const SLACK_TIMEOUT_MS = 10_000;
+const DESCRIPTION_PREVIEW_LIMIT = 500;
+
+const CATEGORY_LABELS: Record<Feedback["category"], string> = {
+	bug_report: "Bug Report",
+	feature_request: "Feature Request",
+	ux_improvement: "UX Improvement",
+	performance: "Performance",
+	documentation: "Documentation",
+	other: "Other",
+};
+
+const SOURCE_LABELS: Record<Feedback["source"], string> = {
+	dashboard: "Dashboard",
+	agent: "Databunny agent",
+	slack: "Slack bot",
+	mcp: "MCP",
+};
+
+export interface SubmitFeedbackInput {
+	category: Feedback["category"];
+	conversationId?: string | null;
+	description: string;
+	metadata?: Record<string, unknown> | null;
+	organizationId: string;
+	source: Feedback["source"];
+	title: string;
+	userEmail?: string | null;
+	userId: string;
+	websiteDomain?: string | null;
+	websiteId?: string | null;
+}
+
+export async function submitFeedback(
+	input: SubmitFeedbackInput
+): Promise<Feedback> {
+	const [row] = await db
+		.insert(feedback)
+		.values({
+			id: randomUUIDv7(),
+			userId: input.userId,
+			organizationId: input.organizationId,
+			title: input.title,
+			description: input.description,
+			category: input.category,
+			source: input.source,
+			websiteId: input.websiteId ?? null,
+			conversationId: input.conversationId ?? null,
+			metadata: input.metadata ?? null,
+		})
+		.returning();
+
+	if (!row) {
+		throw new Error("Failed to record feedback");
+	}
+
+	notifyFeedbackSlack(row, input).catch(() => {});
+
+	return row;
+}
+
+function escapeMrkdwn(value: string): string {
+	return value
+		.replace(/&/g, "&amp;")
+		.replace(/</g, "&lt;")
+		.replace(/>/g, "&gt;")
+		.replace(/\|/g, "&#124;");
+}
+
+async function lookupUserEmail(userId: string): Promise<string | null> {
+	const [row] = await db
+		.select({ email: user.email })
+		.from(user)
+		.where(eq(user.id, userId))
+		.limit(1);
+	return row?.email ?? null;
+}
+
+async function notifyFeedbackSlack(
+	row: Feedback,
+	input: SubmitFeedbackInput
+): Promise<void> {
+	if (!SLACK_WEBHOOK_URL) {
+		return;
+	}
+
+	const email = input.userEmail ?? (await lookupUserEmail(input.userId));
+	const safeTitle = escapeMrkdwn(row.title);
+	const safeDescription = escapeMrkdwn(
+		row.description.slice(0, DESCRIPTION_PREVIEW_LIMIT)
+	);
+	const truncationSuffix =
+		row.description.length > DESCRIPTION_PREVIEW_LIMIT ? "..." : "";
+	const safeSubmitter = escapeMrkdwn(email ?? row.userId);
+
+	const fields = [
+		{ type: "mrkdwn", text: `*Title:*\n${safeTitle}` },
+		{ type: "mrkdwn", text: `*Category:*\n${CATEGORY_LABELS[row.category]}` },
+		{ type: "mrkdwn", text: `*Source:*\n${SOURCE_LABELS[row.source]}` },
+	];
+	if (input.websiteDomain) {
+		fields.push({
+			type: "mrkdwn",
+			text: `*Website:*\n${escapeMrkdwn(input.websiteDomain)}`,
+		});
+	}
+
+	const contextParts = [
+		`Submitted by ${safeSubmitter} · ${new Date().toUTCString()}`,
+	];
+	if (row.conversationId) {
+		contextParts.push(`Conversation: ${escapeMrkdwn(row.conversationId)}`);
+	}
+
+	const blocks = [
+		{
+			type: "header",
+			text: {
+				type: "plain_text",
+				text: "💬 New Feedback Submitted",
+				emoji: true,
+			},
+		},
+		{ type: "section", fields },
+		{
+			type: "section",
+			text: {
+				type: "mrkdwn",
+				text: `*Description:*\n${safeDescription}${truncationSuffix}`,
+			},
+		},
+		{
+			type: "context",
+			elements: [{ type: "mrkdwn", text: contextParts.join(" · ") }],
+		},
+	];
+
+	const controller = new AbortController();
+	const timeoutId = setTimeout(() => controller.abort(), SLACK_TIMEOUT_MS);
+
+	try {
+		await fetch(SLACK_WEBHOOK_URL, {
+			method: "POST",
+			headers: { "Content-Type": "application/json" },
+			body: JSON.stringify({ blocks }),
+			signal: controller.signal,
+		});
+	} catch (error) {
+		if (error instanceof Error && error.name !== "AbortError") {
+			console.error("Failed to send Slack notification for feedback:", {
+				error: error.message,
+			});
+		}
+	} finally {
+		clearTimeout(timeoutId);
+	}
+}

From 9972240215545baf8eaa954d01d81a71385c2bc0 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 22:19:36 +0300
Subject: [PATCH 028/129] feat(ai): submit_feedback tool for agent and slack
 with consent-aware prompts

---
 packages/ai/src/ai/agents/analytics.ts   |   1 +
 packages/ai/src/ai/agents/mcp.ts         |   1 +
 packages/ai/src/ai/config/context.ts     |   1 +
 packages/ai/src/ai/mcp/agent-tools.ts    |   2 +
 packages/ai/src/ai/mcp/run-agent.test.ts |  26 ++++
 packages/ai/src/ai/mcp/run-agent.ts      |   8 +-
 packages/ai/src/ai/prompts/analytics.ts  |   8 ++
 packages/ai/src/ai/tools/feedback.ts     | 164 +++++++++++++++++++++++
 packages/ai/src/ai/tools/toolkit.ts      |   2 +
 9 files changed, 212 insertions(+), 1 deletion(-)
 create mode 100644 packages/ai/src/ai/tools/feedback.ts

diff --git a/packages/ai/src/ai/agents/analytics.ts b/packages/ai/src/ai/agents/analytics.ts
index 5e5a30332..867ea52ae 100644
--- a/packages/ai/src/ai/agents/analytics.ts
+++ b/packages/ai/src/ai/agents/analytics.ts
@@ -44,6 +44,7 @@ export function createConfig(
 		defaultWebsiteId: context.defaultWebsiteId ?? context.websiteId,
 		accessibleWebsites: context.accessibleWebsites,
 		organizationId: context.organizationId,
+		source: "dashboard",
 		timezone: context.timezone,
 		currentDateTime: new Date().toISOString(),
 		chatId: context.chatId,
diff --git a/packages/ai/src/ai/agents/mcp.ts b/packages/ai/src/ai/agents/mcp.ts
index b2d494027..79b855a18 100644
--- a/packages/ai/src/ai/agents/mcp.ts
+++ b/packages/ai/src/ai/agents/mcp.ts
@@ -78,6 +78,7 @@ export function createMcpAgentConfig(context: {
 			organizationId: context.organizationId ?? null,
 			requestHeaders: context.requestHeaders,
 			serviceAuth,
+			source: context.source ?? "mcp",
 			timezone,
 			userId: context.userId ?? "",
 			websiteId,
diff --git a/packages/ai/src/ai/config/context.ts b/packages/ai/src/ai/config/context.ts
index e259fc88e..8cc80cae6 100644
--- a/packages/ai/src/ai/config/context.ts
+++ b/packages/ai/src/ai/config/context.ts
@@ -17,6 +17,7 @@ export interface AppContext {
 	organizationId?: string | null;
 	requestHeaders?: Headers;
 	serviceAuth?: ServiceAuth;
+	source?: "dashboard" | "mcp" | "slack";
 	timezone: string;
 	userId: string;
 	websiteDomain?: string;
diff --git a/packages/ai/src/ai/mcp/agent-tools.ts b/packages/ai/src/ai/mcp/agent-tools.ts
index e6aa0aa8f..2091c4973 100644
--- a/packages/ai/src/ai/mcp/agent-tools.ts
+++ b/packages/ai/src/ai/mcp/agent-tools.ts
@@ -11,6 +11,7 @@ import {
 } from "../../query";
 import type { QueryRequest } from "../../query/types";
 import { createAnnotationTools } from "../tools/annotations";
+import { createFeedbackTools } from "../tools/feedback";
 import { createFlagTools } from "../tools/flags";
 import { createFunnelTools } from "../tools/funnels";
 import { createGoalTools } from "../tools/goals";
@@ -272,6 +273,7 @@ Critical schema footguns: website id column is client_id (not website_id); times
 		...createGoalTools(),
 		...createAnnotationTools(),
 		...createLinksTools(),
+		...createFeedbackTools(),
 		...createInsightDigestTools(),
 		...createSlackConversationTools(options.slackContext),
 		...investigationTools,
diff --git a/packages/ai/src/ai/mcp/run-agent.test.ts b/packages/ai/src/ai/mcp/run-agent.test.ts
index 458e00305..8969ad520 100644
--- a/packages/ai/src/ai/mcp/run-agent.test.ts
+++ b/packages/ai/src/ai/mcp/run-agent.test.ts
@@ -17,9 +17,35 @@ describe("MCP agent active tool selection", () => {
 			"get_profile",
 			"get_profile_sessions",
 			"list_profile_traits",
+			"submit_feedback",
 		]);
 	});
 
+	it("does not let thread-reference words hijack explicit feedback requests", () => {
+		expect(
+			selectActiveToolsForQuestion({
+				question:
+					"can you send that to the databuddy team as a feature request?",
+				source: "slack",
+			})
+		).toBeUndefined();
+	});
+
+	it("keeps all tools available when the user reports something broken", () => {
+		expect(
+			selectActiveToolsForQuestion({
+				question: "the errors page looks broken, can you report it?",
+				source: "slack",
+			})
+		).toBeUndefined();
+		expect(
+			selectActiveToolsForQuestion({
+				question: "i want to send feedback about the dashboard",
+				source: "dashboard",
+			})
+		).toBeUndefined();
+	});
+
 	it("keeps Slack thread context available for thread references", () => {
 		expect(
 			selectActiveToolsForQuestion({
diff --git a/packages/ai/src/ai/mcp/run-agent.ts b/packages/ai/src/ai/mcp/run-agent.ts
index baf931def..ddd0e0676 100644
--- a/packages/ai/src/ai/mcp/run-agent.ts
+++ b/packages/ai/src/ai/mcp/run-agent.ts
@@ -395,10 +395,12 @@ const THREAD_REFERENCE_PATTERN =
 const ANALYTICS_REQUEST_PATTERN =
 	/\b(analytics?|metrics?|traffic|visitors?|sessions?|page\s*views?|pageviews?|top pages?|pages?|referrers?|sources?|campaigns?|conversions?|events?|errors?|vitals?|performance|uptime|revenue|transactions?|llm|latency|bounce|countries|country|regions?|cities|devices?|browsers?|operating systems?|utm|fresh|current|latest|live|rerun|last \d+|last week|last month|today|yesterday)\b/i;
 const NON_ANALYTICS_TOOL_PATTERN =
-	/\b(remember|memory|forget|profile|profiles|flag|flags|feature flag|feature flags|funnel|funnels|goal|goals|annotation|annotations|link|links|short link|short links|digest|digests|subscribe|unsubscribe|create|update|delete|archive|enable|disable|rollout|target|folder|folders|navigate|open|go to|take me)\b/i;
+	/\b(remember|memory|forget|profile|profiles|flag|flags|feature flag|feature flags|funnel|funnels|goal|goals|annotation|annotations|link|links|short link|short links|digest|digests|subscribe|unsubscribe|create|update|delete|archive|enable|disable|rollout|target|folder|folders|navigate|open|go to|take me|feedback|bug|bugs|broken)\b/i;
 const INVESTIGATION_REQUEST_PATTERN =
 	/\b(why|what caused|root cause|because|reason|investigate|investigation|diagnose|debug|deploy|deployed|deployment|commit|commits|merged|pull request|pr|branch|release|rollback|regression|search console|google search|keyword|seo|impressions|ranking|scrape|crawl)\b/i;
 const COPY_ONLY_PATTERN = /\b(exact copy|copy only)\b/i;
+const FEEDBACK_REQUEST_PATTERN =
+	/\b(feedback|feature request|report (this|that|it|a bug)|file a bug|send (this|that|it) to)\b/i;
 const SLACK_FOLLOW_UP_OPEN_TAG = "<slack_follow_up";
 const SLACK_FOLLOW_UP_CLOSE_TAG = "</slack_follow_up>";
 const SLACK_LATEST_MESSAGE_OPEN_TAG = "<slack_latest_message>";
@@ -414,6 +416,7 @@ const ANALYTICS_ACTIVE_TOOLS = [
 	"get_profile",
 	"get_profile_sessions",
 	"list_profile_traits",
+	"submit_feedback",
 ];
 
 function latestSlackText(input: string): string {
@@ -524,6 +527,9 @@ export function selectActiveToolsForQuestion(options: {
 	if (hasInvestigationRequest) {
 		return;
 	}
+	if (FEEDBACK_REQUEST_PATTERN.test(text)) {
+		return;
+	}
 	if (options.source === "slack") {
 		if (hasAnalyticsRequest && !hasNonAnalyticsToolRequest) {
 			return THREAD_REFERENCE_PATTERN.test(text)
diff --git a/packages/ai/src/ai/prompts/analytics.ts b/packages/ai/src/ai/prompts/analytics.ts
index bfd3d4f61..70c46e962 100644
--- a/packages/ai/src/ai/prompts/analytics.ts
+++ b/packages/ai/src/ai/prompts/analytics.ts
@@ -19,6 +19,13 @@ const ANALYTICS_BODY = `<agent-specific-rules>
 7. Product/session investigations: prefer interesting_sessions, session_list, session_events, profile_list, profile_sessions, session_flow (page-to-page), session_pages (pages ranked by sessions) before SQL.
 8. Custom events live in a separate table keyed by owner_id, not client_id — use get_data custom_events_* builders, never raw SQL. custom_events_discovery lists events and properties in one call.
 
+**Feedback to the Databuddy team (submit_feedback):**
+- When the user says part of Databuddy looks broken, asks for a capability that does not exist, or keeps hitting an error that blocks them, offer once to send their report to the Databuddy team.
+- An explicit ask to pass it on ("send this to the team", "report this", "file a bug", "request that feature") is agreement: call submit_feedback immediately in the same turn, then tell them what you sent.
+- Describing a problem is not an ask. If they only say something looks broken or missing, offer once and call only after they say yes.
+- Build the title and description from the user's own words plus concrete context: the page or feature, what happened, what they expected. Put raw error text in errorDetails.
+- Do not offer feedback for ordinary data questions, tool errors that succeed on retry, or issues on the user's own website; those are analytics questions.
+
 **SQL rules (when SQL is needed):**
 - Use now() - INTERVAL N DAY for date ranges. Only {websiteId:String} is auto-injected.
 - Never SELECT *. Always LIMIT non-aggregated queries. Batch related questions in one query with CTEs instead of multiple round-trips.
@@ -108,6 +115,7 @@ const ANALYTICS_MCP_BODY = `<agent-specific-rules>
 5. Custom events: use get_data custom_events_* builders; raw SQL is easy to scope incorrectly.
 6. Workspace mutations: preview with confirmed=false, then confirmed=true only after explicit approval.
 7. Recurring digests: manage_insight_digest routes investigation digests to a Slack channel (action=route to start, unroute to stop, status to inspect), with optional frequency hourly/daily/weekly and optional websiteId (omit = whole org). Investigations run on their own schedule regardless; this only controls where the digest is posted. The user never has to know the exact phrasing — infer intent from things like "keep an eye on this", "send me updates", "weekly report".
+8. Feedback: when the user reports that Databuddy itself seems broken, requests a missing capability, or an error keeps blocking them, offer once to send feedback to the Databuddy team with submit_feedback. An explicit ask to pass it on ("send this to the team", "report this") is agreement: call it immediately, then tell them what you sent. Describing a problem alone is not an ask: offer first and call only after they say yes. Issues on the user's own website are analytics questions, not product feedback.
 
 **Data integrity:**
 - Every number must come from tools or arithmetic on tool results.
diff --git a/packages/ai/src/ai/tools/feedback.ts b/packages/ai/src/ai/tools/feedback.ts
new file mode 100644
index 000000000..4dff2c45d
--- /dev/null
+++ b/packages/ai/src/ai/tools/feedback.ts
@@ -0,0 +1,164 @@
+import { ratelimit } from "@databuddy/redis/rate-limit";
+import { submitFeedback } from "@databuddy/services/feedback";
+import { tool } from "ai";
+import { z } from "zod";
+import type { AppContext } from "../config/context";
+import { createToolLogger, getAppContext } from "./utils";
+
+const logger = createToolLogger("Feedback Tools");
+
+const RATE_LIMIT_ATTEMPTS = 5;
+const RATE_LIMIT_WINDOW_SECONDS = 3600;
+
+const feedbackCategorySchema = z.enum([
+	"bug_report",
+	"feature_request",
+	"ux_improvement",
+	"performance",
+	"documentation",
+	"other",
+]);
+
+const submitFeedbackInputSchema = z.object({
+	title: z.string().min(3).max(200),
+	description: z.string().min(10).max(5000),
+	category: feedbackCategorySchema,
+	websiteId: z.string().optional(),
+	errorDetails: z.string().max(2000).optional(),
+});
+
+interface ResolvedFeedbackWebsite {
+	unverifiedWebsite: string | null;
+	websiteDomain: string | null;
+	websiteId: string | null;
+}
+
+function resolveFeedbackSource(ctx: AppContext): "agent" | "slack" | "mcp" {
+	if (ctx.source === "slack") {
+		return "slack";
+	}
+	if (ctx.source === "mcp") {
+		return "mcp";
+	}
+	return "agent";
+}
+
+function resolveFeedbackWebsite(
+	ctx: AppContext,
+	inputWebsiteId?: string
+): ResolvedFeedbackWebsite {
+	const accessible = ctx.accessibleWebsites ?? [];
+	const contextId = ctx.defaultWebsiteId || ctx.websiteId || null;
+
+	if (!inputWebsiteId || inputWebsiteId === contextId) {
+		if (!contextId) {
+			return { unverifiedWebsite: null, websiteDomain: null, websiteId: null };
+		}
+		const contextDomain =
+			ctx.websiteDomain ||
+			accessible.find((w) => w.id === contextId)?.domain ||
+			null;
+		return {
+			unverifiedWebsite: null,
+			websiteDomain: contextDomain,
+			websiteId: contextId,
+		};
+	}
+
+	const match = accessible.find((w) => w.id === inputWebsiteId);
+	if (match) {
+		return {
+			unverifiedWebsite: null,
+			websiteDomain: match.domain ?? null,
+			websiteId: match.id,
+		};
+	}
+
+	return {
+		unverifiedWebsite: inputWebsiteId,
+		websiteDomain: null,
+		websiteId: null,
+	};
+}
+
+export function createFeedbackTools() {
+	const submitFeedbackTool = tool({
+		description:
+			"Send product feedback about Databuddy itself to the Databuddy team on the user's behalf: bug reports, feature requests, or errors that block them. Offer this when the user says something in Databuddy looks broken, asks for a capability that does not exist, or keeps hitting an unrecoverable error. An explicit ask to pass it on ('send this to the team', 'report this', 'file a bug') is agreement: call this immediately without asking again. Describing a problem alone is not an ask: offer first and call only once they say yes. One call submits. Write the title and description from the user's own words plus concrete context (the page or feature, the error text, what they expected). Issues on the user's own website are analytics questions, not product feedback.",
+		inputSchema: submitFeedbackInputSchema,
+		execute: async ({ errorDetails, websiteId, ...input }, options) => {
+			const context = getAppContext(options);
+			const userId = context.userId || context.apiKey?.userId;
+			const organizationId =
+				context.organizationId ?? context.apiKey?.organizationId;
+			if (!(userId && organizationId)) {
+				throw new Error("Feedback requires an organization workspace context.");
+			}
+
+			const site = resolveFeedbackWebsite(context, websiteId);
+
+			if (context.mutationMode === "dry-run") {
+				return {
+					dryRun: true,
+					message:
+						"Dry-run mode blocked submit_feedback; no feedback was sent.",
+					mutationBlocked: true,
+					success: false,
+				};
+			}
+
+			const rl = await ratelimit(
+				`feedback:submit:${userId}:${organizationId}`,
+				RATE_LIMIT_ATTEMPTS,
+				RATE_LIMIT_WINDOW_SECONDS
+			);
+			if (!rl.success) {
+				throw new Error(
+					"Feedback rate limit reached (5 per hour). Ask the user to try again later."
+				);
+			}
+
+			const metadata: Record<string, unknown> = {};
+			if (errorDetails) {
+				metadata.errorDetails = errorDetails;
+			}
+			if (site.unverifiedWebsite) {
+				metadata.reportedWebsite = site.unverifiedWebsite;
+			}
+
+			try {
+				const row = await submitFeedback({
+					userId,
+					organizationId,
+					title: input.title,
+					description: input.description,
+					category: input.category,
+					source: resolveFeedbackSource(context),
+					websiteId: site.websiteId,
+					websiteDomain: site.websiteDomain,
+					conversationId: context.chatId || null,
+					metadata: Object.keys(metadata).length > 0 ? metadata : null,
+				});
+
+				return {
+					success: true,
+					message: "Feedback sent to the Databuddy team.",
+					feedbackId: row.id,
+				};
+			} catch (error) {
+				logger.error("Failed to submit feedback", {
+					organizationId,
+					category: input.category,
+					error,
+				});
+				throw error instanceof Error
+					? error
+					: new Error("Failed to send feedback. Please try again.");
+			}
+		},
+	});
+
+	return {
+		submit_feedback: submitFeedbackTool,
+	} as const;
+}
diff --git a/packages/ai/src/ai/tools/toolkit.ts b/packages/ai/src/ai/tools/toolkit.ts
index 4e8c70bfb..7ea532c16 100644
--- a/packages/ai/src/ai/tools/toolkit.ts
+++ b/packages/ai/src/ai/tools/toolkit.ts
@@ -3,6 +3,7 @@ import { createAnnotationTools } from "./annotations";
 import { describeSchemaTool } from "./describe-schema";
 import { discoverQueryTypesTool } from "./discover-query-types";
 import { executeSqlQueryTool } from "./execute-sql-query";
+import { createFeedbackTools } from "./feedback";
 import { createFlagTools } from "./flags";
 import { createFunnelTools } from "./funnels";
 import { getDataTool } from "./get-data";
@@ -42,6 +43,7 @@ const MUTATION_TOOLS: ToolSet = {
 	...createAnnotationTools(),
 	...createFlagTools(),
 	...createLinksTools(),
+	...createFeedbackTools(),
 };
 
 const MEMORY_TOOLS: ToolSet = {

From 31cadcf2c788bb6593a03f8b4ed94b9369ce9d7f Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 22:19:37 +0300
Subject: [PATCH 029/129] feat(evals): feedback tool behavior eval cases

---
 packages/evals/src/cases/feedback.ts | 67 ++++++++++++++++++++++++++++
 packages/evals/src/cases/index.ts    |  2 +
 2 files changed, 69 insertions(+)
 create mode 100644 packages/evals/src/cases/feedback.ts

diff --git a/packages/evals/src/cases/feedback.ts b/packages/evals/src/cases/feedback.ts
new file mode 100644
index 000000000..f75ac700a
--- /dev/null
+++ b/packages/evals/src/cases/feedback.ts
@@ -0,0 +1,67 @@
+import type { EvalCase } from "../types";
+
+const WS = "OXmNQsViBT-FOS_wZCTHc";
+
+export const feedbackCases: EvalCase[] = [
+	{
+		id: "feedback-explicit-bug-report-submits",
+		category: "behavioral",
+		name: "Submits feedback when the user explicitly asks to report a Databuddy bug",
+		query:
+			"The funnels page keeps crashing when I open it. Please send feedback to the Databuddy team about this so they can fix it.",
+		websiteId: WS,
+		surfaces: ["agent", "slack"],
+		tags: ["feedback"],
+		expect: {
+			toolsCalled: ["submit_feedback"],
+			maxSteps: 8,
+		},
+	},
+	{
+		id: "feedback-explicit-feature-request-submits",
+		category: "behavioral",
+		name: "Submits a feature request when the user asks to send one",
+		query:
+			"I really wish I could compare two funnels side by side. Can you send that to the Databuddy team as a feature request?",
+		websiteId: WS,
+		surfaces: ["agent", "slack"],
+		tags: ["feedback"],
+		expect: {
+			toolsCalled: ["submit_feedback"],
+			maxSteps: 8,
+		},
+	},
+	{
+		id: "feedback-offers-before-submitting",
+		category: "behavioral",
+		name: "Offers to send feedback but does not submit without agreement",
+		query:
+			"the errors page chart is completely blank but the table below it shows errors, this looks broken",
+		websiteId: WS,
+		surfaces: ["agent", "slack"],
+		tags: ["feedback"],
+		expect: {
+			toolsNotCalled: ["submit_feedback"],
+			responseMatches: [
+				{
+					pattern: "(send|file|report|pass|flag).{0,80}(feedback|bug|team)",
+					flags: "is",
+					description: "offers to send the report to the Databuddy team",
+				},
+			],
+		},
+	},
+	{
+		id: "feedback-own-website-errors-stay-analytics",
+		category: "behavioral",
+		name: "Treats errors on the user's own website as analytics, not product feedback",
+		query:
+			"my checkout page is throwing errors for customers, can you look into it?",
+		websiteId: WS,
+		surfaces: ["agent", "slack"],
+		tags: ["feedback"],
+		expect: {
+			toolsNotCalled: ["submit_feedback"],
+		},
+	},
+];
diff --git a/packages/evals/src/cases/index.ts b/packages/evals/src/cases/index.ts
index ee55e87ec..1aa5f7908 100644
--- a/packages/evals/src/cases/index.ts
+++ b/packages/evals/src/cases/index.ts
@@ -1,6 +1,7 @@
 import type { EvalCase, EvalSurface } from "../types";
 import { attributionCases } from "./attribution";
 import { behavioralCases } from "./behavioral";
+import { feedbackCases } from "./feedback";
 import { formatCases } from "./format";
 import { insightsCases } from "./insights";
 import { integrationCases } from "./integrations";
@@ -14,6 +15,7 @@ const DEFAULT_SURFACE: EvalSurface = "agent";
 export const allCases: EvalCase[] = [
 	...toolRoutingCases,
 	...behavioralCases,
+	...feedbackCases,
 	...attributionCases,
 	...traitCases,
 	...qualityCases,

From 7cda26cb882ee1c0ddb5f3f1d84162a7dfb84ef1 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 22:38:16 +0300
Subject: [PATCH 030/129] fix(db): index feedback website_id fkey

---
 packages/db/src/drizzle/schema/feedback.ts | 1 +
 1 file changed, 1 insertion(+)

diff --git a/packages/db/src/drizzle/schema/feedback.ts b/packages/db/src/drizzle/schema/feedback.ts
index 4a6a9f22f..5d29f4ffe 100644
--- a/packages/db/src/drizzle/schema/feedback.ts
+++ b/packages/db/src/drizzle/schema/feedback.ts
@@ -72,6 +72,7 @@ export const feedback = pgTable(
 	(table) => [
 		index("feedback_user_id_idx").on(table.userId),
 		index("feedback_org_status_idx").on(table.organizationId, table.status),
+		index("feedback_website_id_idx").on(table.websiteId),
 		foreignKey({
 			columns: [table.userId],
 			foreignColumns: [user.id],

From 31059cd555725f832dee25b8ae16426d66acf3a8 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 22:38:29 +0300
Subject: [PATCH 031/129] refactor(ai): single source for submit_feedback
 prompt rules

---
 packages/ai/src/ai/prompts/analytics.ts | 16 +++++++++-------
 1 file changed, 9 insertions(+), 7 deletions(-)

diff --git a/packages/ai/src/ai/prompts/analytics.ts b/packages/ai/src/ai/prompts/analytics.ts
index 70c46e962..84695e0f9 100644
--- a/packages/ai/src/ai/prompts/analytics.ts
+++ b/packages/ai/src/ai/prompts/analytics.ts
@@ -2,6 +2,13 @@ import type { AppContext } from "../config/context";
 import { formatContextForLLM } from "../config/context";
 import { COMMON_AGENT_RULES } from "./shared";
 
+const FEEDBACK_TOOL_RULES = `**Feedback to the Databuddy team (submit_feedback):**
+- When the user says part of Databuddy looks broken, asks for a capability that does not exist, or keeps hitting an error that blocks them, offer once to send their report to the Databuddy team.
+- An explicit ask to pass it on ("send this to the team", "report this", "file a bug", "request that feature") is agreement: call submit_feedback immediately in the same turn, then tell them what you sent.
+- Describing a problem is not an ask. If they only say something looks broken or missing, offer once and call only after they say yes.
+- Build the title and description from the user's own words plus concrete context: the page or feature, what happened, what they expected. Put raw error text in errorDetails.
+- Do not offer feedback for ordinary data questions, tool errors that succeed on retry, or issues on the user's own website; those are analytics questions.`;
+
 const ANALYTICS_BODY = `<agent-specific-rules>
 **Tool boundary:**
 - Use tools only when the latest user message explicitly asks for analytics data, website metrics, saved analytics objects, mutations, memory/profile work, or external research.
@@ -19,12 +26,7 @@ const ANALYTICS_BODY = `<agent-specific-rules>
 7. Product/session investigations: prefer interesting_sessions, session_list, session_events, profile_list, profile_sessions, session_flow (page-to-page), session_pages (pages ranked by sessions) before SQL.
 8. Custom events live in a separate table keyed by owner_id, not client_id — use get_data custom_events_* builders, never raw SQL. custom_events_discovery lists events and properties in one call.
 
-**Feedback to the Databuddy team (submit_feedback):**
-- When the user says part of Databuddy looks broken, asks for a capability that does not exist, or keeps hitting an error that blocks them, offer once to send their report to the Databuddy team.
-- An explicit ask to pass it on ("send this to the team", "report this", "file a bug", "request that feature") is agreement: call submit_feedback immediately in the same turn, then tell them what you sent.
-- Describing a problem is not an ask. If they only say something looks broken or missing, offer once and call only after they say yes.
-- Build the title and description from the user's own words plus concrete context: the page or feature, what happened, what they expected. Put raw error text in errorDetails.
-- Do not offer feedback for ordinary data questions, tool errors that succeed on retry, or issues on the user's own website; those are analytics questions.
+${FEEDBACK_TOOL_RULES}
 
 **SQL rules (when SQL is needed):**
 - Use now() - INTERVAL N DAY for date ranges. Only {websiteId:String} is auto-injected.
@@ -115,7 +117,7 @@ const ANALYTICS_MCP_BODY = `<agent-specific-rules>
 5. Custom events: use get_data custom_events_* builders; raw SQL is easy to scope incorrectly.
 6. Workspace mutations: preview with confirmed=false, then confirmed=true only after explicit approval.
 7. Recurring digests: manage_insight_digest routes investigation digests to a Slack channel (action=route to start, unroute to stop, status to inspect), with optional frequency hourly/daily/weekly and optional websiteId (omit = whole org). Investigations run on their own schedule regardless; this only controls where the digest is posted. The user never has to know the exact phrasing — infer intent from things like "keep an eye on this", "send me updates", "weekly report".
-8. Feedback: when the user reports that Databuddy itself seems broken, requests a missing capability, or an error keeps blocking them, offer once to send feedback to the Databuddy team with submit_feedback. An explicit ask to pass it on ("send this to the team", "report this") is agreement: call it immediately, then tell them what you sent. Describing a problem alone is not an ask: offer first and call only after they say yes. Issues on the user's own website are analytics questions, not product feedback.
+${FEEDBACK_TOOL_RULES}
 
 **Data integrity:**
 - Every number must come from tools or arithmetic on tool results.

From 96689f4bbe7bdc160548e2ed8e16f4d47f0e6f9d Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 23:44:01 +0300
Subject: [PATCH 032/129] feat(dashboard): feedback-preview chat component with
 send and receipt modes

---
 apps/dashboard/lib/ai-components/registry.tsx |  40 ++++++
 .../renderers/feedback/preview.tsx            | 119 ++++++++++++++++++
 apps/dashboard/lib/ai-components/schemas.ts   |  16 +++
 apps/dashboard/lib/ai-components/types.ts     |  11 ++
 4 files changed, 186 insertions(+)
 create mode 100644 apps/dashboard/lib/ai-components/renderers/feedback/preview.tsx

diff --git a/apps/dashboard/lib/ai-components/registry.tsx b/apps/dashboard/lib/ai-components/registry.tsx
index 9b6a9f3a0..c41d4bea7 100644
--- a/apps/dashboard/lib/ai-components/registry.tsx
+++ b/apps/dashboard/lib/ai-components/registry.tsx
@@ -33,6 +33,10 @@ import {
 	type GoalPreviewProps,
 	GoalPreviewRenderer,
 } from "./renderers/goals/preview";
+import {
+	type FeedbackPreviewProps,
+	FeedbackPreviewRenderer,
+} from "./renderers/feedback/preview";
 import { type LinksListProps, LinksListRenderer } from "./renderers/links/list";
 import {
 	type LinkPreviewProps,
@@ -51,6 +55,7 @@ import type {
 	DashboardActionsInput,
 	DataTableInput,
 	DistributionInput,
+	FeedbackPreviewInput,
 	FunnelPreviewInput,
 	FunnelsListInput,
 	GoalPreviewInput,
@@ -123,6 +128,26 @@ function isLinkPreviewInput(
 	return typeof link.name === "string" && typeof link.targetUrl === "string";
 }
 
+function isFeedbackPreviewInput(
+	input: RawComponentInput
+): input is RawComponentInput & FeedbackPreviewInput {
+	if (input.type !== "feedback-preview") {
+		return false;
+	}
+	const mode = input.mode as string;
+	if (!["offer", "sent"].includes(mode)) {
+		return false;
+	}
+	const feedback = input.feedback as Record<string, unknown> | undefined;
+	if (!feedback || typeof feedback !== "object") {
+		return false;
+	}
+	return (
+		typeof feedback.title === "string" &&
+		typeof feedback.description === "string"
+	);
+}
+
 function isFunnelsListInput(
 	input: RawComponentInput
 ): input is RawComponentInput & FunnelsListInput {
@@ -364,6 +389,15 @@ function toLinkPreviewProps(input: LinkPreviewInput): LinkPreviewProps {
 	};
 }
 
+function toFeedbackPreviewProps(
+	input: FeedbackPreviewInput
+): FeedbackPreviewProps {
+	return {
+		mode: input.mode,
+		feedback: input.feedback,
+	};
+}
+
 function toFunnelsListProps(input: FunnelsListInput): FunnelsListProps {
 	return {
 		title: input.title,
@@ -507,6 +541,12 @@ export const componentRegistry: ComponentRegistry = {
 		component: LinkPreviewRenderer,
 	} as ComponentDefinition<LinkPreviewInput, LinkPreviewProps>,
 
+	"feedback-preview": {
+		validate: isFeedbackPreviewInput,
+		transform: toFeedbackPreviewProps,
+		component: FeedbackPreviewRenderer,
+	} as ComponentDefinition<FeedbackPreviewInput, FeedbackPreviewProps>,
+
 	"funnels-list": {
 		validate: isFunnelsListInput,
 		transform: toFunnelsListProps,
diff --git a/apps/dashboard/lib/ai-components/renderers/feedback/preview.tsx b/apps/dashboard/lib/ai-components/renderers/feedback/preview.tsx
new file mode 100644
index 000000000..76d3c0bd3
--- /dev/null
+++ b/apps/dashboard/lib/ai-components/renderers/feedback/preview.tsx
@@ -0,0 +1,119 @@
+"use client";
+
+import { useState } from "react";
+import { useChat } from "@/contexts/chat-context";
+import { cn } from "@/lib/utils";
+import type { BaseComponentProps } from "../../types";
+import {
+	ChatTextIcon,
+	CheckCircleIcon,
+	PaperPlaneIcon,
+} from "@databuddy/ui/icons";
+import { Badge, Button, Card } from "@databuddy/ui";
+
+const CATEGORY_LABELS: Record<string, string> = {
+	bug_report: "Bug report",
+	feature_request: "Feature request",
+	ux_improvement: "UX improvement",
+	performance: "Performance",
+	documentation: "Documentation",
+	other: "Other",
+};
+
+interface FeedbackPreviewData {
+	category?: string;
+	description: string;
+	title: string;
+}
+
+export interface FeedbackPreviewProps extends BaseComponentProps {
+	feedback: FeedbackPreviewData;
+	mode: "offer" | "sent";
+}
+
+export function FeedbackPreviewRenderer({
+	mode,
+	feedback,
+	className,
+}: FeedbackPreviewProps) {
+	const { sendMessage, status } = useChat();
+	const [isConfirming, setIsConfirming] = useState(false);
+
+	const isLoading = status === "streaming" || status === "submitted";
+	const isSent = mode === "sent";
+	const categoryLabel = feedback.category
+		? (CATEGORY_LABELS[feedback.category] ?? feedback.category)
+		: null;
+
+	const handleSend = () => {
+		setIsConfirming(true);
+		sendMessage({ text: "Yes, send it" });
+		setTimeout(() => setIsConfirming(false), 500);
+	};
+
+	return (
+		<Card
+			className={cn(
+				"gap-0 overflow-hidden border-0 bg-secondary p-1",
+				className
+			)}
+		>
+			<div className="flex flex-col gap-1">
+				<div className="flex items-center gap-2.5 rounded-md bg-background px-2 py-2">
+					<div className="flex size-6 items-center justify-center rounded bg-accent">
+						{isSent ? (
+							<CheckCircleIcon
+								className="size-3.5 text-muted-foreground"
+								weight="duotone"
+							/>
+						) : (
+							<ChatTextIcon
+								className="size-3.5 text-muted-foreground"
+								weight="duotone"
+							/>
+						)}
+					</div>
+					<p className="font-medium text-sm">
+						{isSent ? "Feedback sent" : "Send feedback to the Databuddy team"}
+					</p>
+					{categoryLabel && (
+						<Badge className="ml-auto rounded text-[10px]" variant="muted">
+							{categoryLabel}
+						</Badge>
+					)}
+				</div>
+
+				<div className="rounded-md bg-background px-3 py-3">
+					<div className="space-y-2">
+						<div>
+							<p className="text-muted-foreground text-xs">Title</p>
+							<p className="text-sm">{feedback.title}</p>
+						</div>
+						<div>
+							<p className="text-muted-foreground text-xs">Description</p>
+							<p className="mt-0.5 text-pretty text-sm">
+								{feedback.description}
+							</p>
+						</div>
+					</div>
+				</div>
+
+				{!isSent && (
+					<div className="rounded-md bg-background">
+						<div className="flex items-center justify-end gap-2 bg-muted/30 px-2 py-2">
+							<Button
+								disabled={isLoading}
+								loading={isConfirming}
+								onClick={handleSend}
+								size="sm"
+							>
+								<PaperPlaneIcon className="size-3.5" weight="bold" />
+								Send to team
+							</Button>
+						</div>
+					</div>
+				)}
+			</div>
+		</Card>
+	);
+}
diff --git a/apps/dashboard/lib/ai-components/schemas.ts b/apps/dashboard/lib/ai-components/schemas.ts
index 713924128..39fa6777b 100644
--- a/apps/dashboard/lib/ai-components/schemas.ts
+++ b/apps/dashboard/lib/ai-components/schemas.ts
@@ -116,6 +116,21 @@ export const linkPreviewSchema = z
 	})
 	.passthrough();
 
+export const feedbackPreviewSchema = z
+	.object({
+		type: z.literal("feedback-preview"),
+		mode: z.enum(["offer", "sent"]),
+		feedback: z
+			.object({
+				title: z.string(),
+				category: z.string().optional(),
+				description: z.string(),
+			})
+			.passthrough(),
+		message: z.string().optional(),
+	})
+	.passthrough();
+
 const funnelStepSchema = z
 	.object({
 		type: z.enum(["PAGE_VIEW", "EVENT", "CUSTOM"]),
@@ -302,6 +317,7 @@ export const componentSchemaMap: Record<string, z.ZodTypeAny> = {
 	"mini-map": miniMapSchema,
 	"links-list": linksListSchema,
 	"link-preview": linkPreviewSchema,
+	"feedback-preview": feedbackPreviewSchema,
 	"funnels-list": funnelsListSchema,
 	"funnel-preview": funnelPreviewSchema,
 	"dashboard-actions": dashboardActionsSchema,
diff --git a/apps/dashboard/lib/ai-components/types.ts b/apps/dashboard/lib/ai-components/types.ts
index e49ea0e3c..cd0bfe46f 100644
--- a/apps/dashboard/lib/ai-components/types.ts
+++ b/apps/dashboard/lib/ai-components/types.ts
@@ -91,6 +91,17 @@ export interface LinkPreviewInput {
 	type: "link-preview";
 }
 
+export interface FeedbackPreviewInput {
+	feedback: {
+		title: string;
+		category?: string;
+		description: string;
+	};
+	message?: string;
+	mode: "offer" | "sent";
+	type: "feedback-preview";
+}
+
 export interface FunnelStepInput {
 	name: string;
 	target: string;

From 63397080d0f11cff36970e68d301b5e786571cef Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 23:44:12 +0300
Subject: [PATCH 033/129] feat(ai): vague-report gate and routing for feedback
 requests

---
 packages/ai/src/ai/mcp/run-agent.test.ts | 6 ++++++
 packages/ai/src/ai/mcp/run-agent.ts      | 2 +-
 packages/ai/src/ai/prompts/analytics.ts  | 3 +++
 3 files changed, 10 insertions(+), 1 deletion(-)

diff --git a/packages/ai/src/ai/mcp/run-agent.test.ts b/packages/ai/src/ai/mcp/run-agent.test.ts
index 8969ad520..277a9f9e8 100644
--- a/packages/ai/src/ai/mcp/run-agent.test.ts
+++ b/packages/ai/src/ai/mcp/run-agent.test.ts
@@ -29,6 +29,12 @@ describe("MCP agent active tool selection", () => {
 				source: "slack",
 			})
 		).toBeUndefined();
+		expect(
+			selectActiveToolsForQuestion({
+				question: "this agent sucks, tell the team",
+				source: "dashboard",
+			})
+		).toBeUndefined();
 	});
 
 	it("keeps all tools available when the user reports something broken", () => {
diff --git a/packages/ai/src/ai/mcp/run-agent.ts b/packages/ai/src/ai/mcp/run-agent.ts
index ddd0e0676..29539a391 100644
--- a/packages/ai/src/ai/mcp/run-agent.ts
+++ b/packages/ai/src/ai/mcp/run-agent.ts
@@ -400,7 +400,7 @@ const INVESTIGATION_REQUEST_PATTERN =
 	/\b(why|what caused|root cause|because|reason|investigate|investigation|diagnose|debug|deploy|deployed|deployment|commit|commits|merged|pull request|pr|branch|release|rollback|regression|search console|google search|keyword|seo|impressions|ranking|scrape|crawl)\b/i;
 const COPY_ONLY_PATTERN = /\b(exact copy|copy only)\b/i;
 const FEEDBACK_REQUEST_PATTERN =
-	/\b(feedback|feature request|report (this|that|it|a bug)|file a bug|send (this|that|it) to)\b/i;
+	/\b(feedback|feature request|report (this|that|it|a bug)|file a bug|send (this|that|it) to|tell the (databuddy )?team|complain)\b/i;
 const SLACK_FOLLOW_UP_OPEN_TAG = "<slack_follow_up";
 const SLACK_FOLLOW_UP_CLOSE_TAG = "</slack_follow_up>";
 const SLACK_LATEST_MESSAGE_OPEN_TAG = "<slack_latest_message>";
diff --git a/packages/ai/src/ai/prompts/analytics.ts b/packages/ai/src/ai/prompts/analytics.ts
index 84695e0f9..81a8791e8 100644
--- a/packages/ai/src/ai/prompts/analytics.ts
+++ b/packages/ai/src/ai/prompts/analytics.ts
@@ -6,6 +6,8 @@ const FEEDBACK_TOOL_RULES = `**Feedback to the Databuddy team (submit_feedback):
 - When the user says part of Databuddy looks broken, asks for a capability that does not exist, or keeps hitting an error that blocks them, offer once to send their report to the Databuddy team.
 - An explicit ask to pass it on ("send this to the team", "report this", "file a bug", "request that feature") is agreement: call submit_feedback immediately in the same turn, then tell them what you sent.
 - Describing a problem is not an ask. If they only say something looks broken or missing, offer once and call only after they say yes.
+- Never send a vague report. The description must name the specific page, feature, or error and what went wrong. If the complaint is vague ("this sucks", "it's broken"), ask one short question to get the specifics before submitting, even when they explicitly asked you to send it. If they decline to elaborate, send it with what you have and say so.
+- Complaints about you, the agent, are valid product feedback; capture what specifically disappointed them.
 - Build the title and description from the user's own words plus concrete context: the page or feature, what happened, what they expected. Put raw error text in errorDetails.
 - Do not offer feedback for ordinary data questions, tool errors that succeed on retry, or issues on the user's own website; those are analytics questions.`;
 
@@ -93,6 +95,7 @@ Other types:
 - mini-map: {"type":"mini-map","title":"…","countries":[{"name":"USA","country_code":"US","visitors":1200,"percentage":40}]} — percentage is 0-100
 - links-list: {"type":"links-list","title":"…","links":[{"id":"…","name":"…","slug":"…","targetUrl":"…","createdAt":"…","expiresAt":null}]}
 - link-preview: {"type":"link-preview","mode":"create","link":{"name":"…","targetUrl":"…","slug":"…","expiresAt":"Never"}}
+- feedback-preview: {"type":"feedback-preview","mode":"offer","feedback":{"title":"…","category":"bug_report","description":"…"}} — emit with mode "offer" when offering to send feedback (instead of restating the report in prose; the card has a send button), and again with mode "sent" as the receipt after submit_feedback succeeds. category: bug_report | feature_request | ux_improvement | performance | documentation | other.
 - dashboard-actions: clickable dashboard navigation. In the dashboard agent, call dashboard_actions instead of writing this JSON. Prefer safe relative hrefs. Known semantic targets are only shortcuts: website.dashboard, website.realtime, website.audience, website.events, website.events.stream, website.event (requires eventName), website.funnels, website.goals, website.users, website.errors, website.vitals, website.map, website.flags, website.revenue, website.settings.tracking, website.agent, global.events, global.events.stream, links, insights, websites, home. Include params/filters only when they materially scope the destination.
 
 Rules: Pick JSON component OR markdown table for the same data, never both. Output the raw JSON directly on its own line with no surrounding markup. NEVER wrap in \`\`\`json code fences.

From f0dca3e84580c0843f45bec9bcff6bb59ca0542c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 23:44:12 +0300
Subject: [PATCH 034/129] feat(evals): vague complaint feedback eval case

---
 packages/evals/src/cases/feedback.ts | 18 ++++++++++++++++++
 1 file changed, 18 insertions(+)

diff --git a/packages/evals/src/cases/feedback.ts b/packages/evals/src/cases/feedback.ts
index f75ac700a..386c394f8 100644
--- a/packages/evals/src/cases/feedback.ts
+++ b/packages/evals/src/cases/feedback.ts
@@ -51,6 +51,24 @@ export const feedbackCases: EvalCase[] = [
 			],
 		},
 	},
+	{
+		id: "feedback-vague-complaint-gets-clarified",
+		category: "behavioral",
+		name: "Asks for specifics instead of submitting a vague complaint",
+		query: "this agent sucks, tell the team",
+		websiteId: WS,
+		surfaces: ["agent", "slack"],
+		tags: ["feedback"],
+		expect: {
+			toolsNotCalled: ["submit_feedback"],
+			responseMatches: [
+				{
+					pattern: "\\?",
+					description: "asks a clarifying question about what went wrong",
+				},
+			],
+		},
+	},
 	{
 		id: "feedback-own-website-errors-stay-analytics",
 		category: "behavioral",

From 7c9b0d055d814eef266e0006dab62400a1c71aaa Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 23:44:37 +0300
Subject: [PATCH 035/129] feat(charts): server-side chart PNG rendering with
 dashboard theme

---
 bun.lock                                  |  54 ++++-
 packages/charts/assets/fonts/bold.otf     | Bin 0 -> 174024 bytes
 packages/charts/assets/fonts/medium.otf   | Bin 0 -> 169344 bytes
 packages/charts/assets/fonts/regular.otf  | Bin 0 -> 164276 bytes
 packages/charts/assets/fonts/semibold.otf | Bin 0 -> 170544 bytes
 packages/charts/package.json              |  26 ++
 packages/charts/src/index.test.ts         |  86 +++++++
 packages/charts/src/index.ts              |  81 +++++++
 packages/charts/src/options.ts            | 275 ++++++++++++++++++++++
 packages/charts/src/themes.ts             |  26 ++
 packages/charts/tsconfig.json             |   5 +
 11 files changed, 552 insertions(+), 1 deletion(-)
 create mode 100644 packages/charts/assets/fonts/bold.otf
 create mode 100644 packages/charts/assets/fonts/medium.otf
 create mode 100644 packages/charts/assets/fonts/regular.otf
 create mode 100644 packages/charts/assets/fonts/semibold.otf
 create mode 100644 packages/charts/package.json
 create mode 100644 packages/charts/src/index.test.ts
 create mode 100644 packages/charts/src/index.ts
 create mode 100644 packages/charts/src/options.ts
 create mode 100644 packages/charts/src/themes.ts
 create mode 100644 packages/charts/tsconfig.json

diff --git a/bun.lock b/bun.lock
index 0ce7a02d2..b0712e945 100644
--- a/bun.lock
+++ b/bun.lock
@@ -509,6 +509,19 @@
         "unbuild": "^3.6.1",
       },
     },
+    "packages/charts": {
+      "name": "@databuddy/charts",
+      "version": "0.1.0",
+      "dependencies": {
+        "@resvg/resvg-js": "^2.6.2",
+        "echarts": "^6.1.0",
+      },
+      "devDependencies": {
+        "@types/bun": "catalog:",
+        "@types/node": "^26.0.0",
+        "typescript": "catalog:",
+      },
+    },
     "packages/db": {
       "name": "@databuddy/db",
       "version": "1.0.0",
@@ -678,6 +691,7 @@
         "@types/jszip": "^3.4.1",
         "autumn-js": "catalog:",
         "dayjs": "^1.11.19",
+        "drizzle-orm": "catalog:",
         "evlog": "catalog:",
         "jszip": "^3.10.1",
         "keypal": "0.2.0",
@@ -691,7 +705,7 @@
     },
     "packages/sdk": {
       "name": "@databuddy/sdk",
-      "version": "2.5.0",
+      "version": "2.6.0",
       "devDependencies": {
         "@playwright/test": "^1.58.2",
         "@types/bun": "catalog:",
@@ -1132,6 +1146,8 @@
 
     "@databuddy/cache": ["@databuddy/cache@workspace:packages/cache"],
 
+    "@databuddy/charts": ["@databuddy/charts@workspace:packages/charts"],
+
     "@databuddy/dashboard": ["@databuddy/dashboard@workspace:apps/dashboard"],
 
     "@databuddy/db": ["@databuddy/db@workspace:packages/db"],
@@ -1962,6 +1978,32 @@
 
     "@reduxjs/toolkit": ["@reduxjs/toolkit@2.12.0", "", { "dependencies": { "@standard-schema/spec": "^1.0.0", "@standard-schema/utils": "^0.3.0", "immer": "^11.0.0", "redux": "^5.0.1", "redux-thunk": "^3.1.0", "reselect": "^5.1.0" }, "peerDependencies": { "react": "^16.9.0 || ^17.0.0 || ^18 || ^19", "react-redux": "^7.2.1 || ^8.1.3 || ^9.0.0" }, "optionalPeers": ["react", "react-redux"] }, "sha512-KiT+RzZbp6mQET+Mg+h2c97+9j1sNflUxQkIHI7Yuzf6Peu+OYpmkn6nbHWmLLWj+1ZODUJFwGZ7gx3L9R9EOw=="],
 
+    "@resvg/resvg-js": ["@resvg/resvg-js@2.6.2", "", { "optionalDependencies": { "@resvg/resvg-js-android-arm-eabi": "2.6.2", "@resvg/resvg-js-android-arm64": "2.6.2", "@resvg/resvg-js-darwin-arm64": "2.6.2", "@resvg/resvg-js-darwin-x64": "2.6.2", "@resvg/resvg-js-linux-arm-gnueabihf": "2.6.2", "@resvg/resvg-js-linux-arm64-gnu": "2.6.2", "@resvg/resvg-js-linux-arm64-musl": "2.6.2", "@resvg/resvg-js-linux-x64-gnu": "2.6.2", "@resvg/resvg-js-linux-x64-musl": "2.6.2", "@resvg/resvg-js-win32-arm64-msvc": "2.6.2", "@resvg/resvg-js-win32-ia32-msvc": "2.6.2", "@resvg/resvg-js-win32-x64-msvc": "2.6.2" } }, "sha512-xBaJish5OeGmniDj9cW5PRa/PtmuVU3ziqrbr5xJj901ZDN4TosrVaNZpEiLZAxdfnhAe7uQ7QFWfjPe9d9K2Q=="],
+
+    "@resvg/resvg-js-android-arm-eabi": ["@resvg/resvg-js-android-arm-eabi@2.6.2", "", { "os": "android", "cpu": "arm" }, "sha512-FrJibrAk6v29eabIPgcTUMPXiEz8ssrAk7TXxsiZzww9UTQ1Z5KAbFJs+Z0Ez+VZTYgnE5IQJqBcoSiMebtPHA=="],
+
+    "@resvg/resvg-js-android-arm64": ["@resvg/resvg-js-android-arm64@2.6.2", "", { "os": "android", "cpu": "arm64" }, "sha512-VcOKezEhm2VqzXpcIJoITuvUS/fcjIw5NA/w3tjzWyzmvoCdd+QXIqy3FBGulWdClvp4g+IfUemigrkLThSjAQ=="],
+
+    "@resvg/resvg-js-darwin-arm64": ["@resvg/resvg-js-darwin-arm64@2.6.2", "", { "os": "darwin", "cpu": "arm64" }, "sha512-nmok2LnAd6nLUKI16aEB9ydMC6Lidiiq2m1nEBDR1LaaP7FGs4AJ90qDraxX+CWlVuRlvNjyYJTNv8qFjtL9+A=="],
+
+    "@resvg/resvg-js-darwin-x64": ["@resvg/resvg-js-darwin-x64@2.6.2", "", { "os": "darwin", "cpu": "x64" }, "sha512-GInyZLjgWDfsVT6+SHxQVRwNzV0AuA1uqGsOAW+0th56J7Nh6bHHKXHBWzUrihxMetcFDmQMAX1tZ1fZDYSRsw=="],
+
+    "@resvg/resvg-js-linux-arm-gnueabihf": ["@resvg/resvg-js-linux-arm-gnueabihf@2.6.2", "", { "os": "linux", "cpu": "arm" }, "sha512-YIV3u/R9zJbpqTTNwTZM5/ocWetDKGsro0SWp70eGEM9eV2MerWyBRZnQIgzU3YBnSBQ1RcxRZvY/UxwESfZIw=="],
+
+    "@resvg/resvg-js-linux-arm64-gnu": ["@resvg/resvg-js-linux-arm64-gnu@2.6.2", "", { "os": "linux", "cpu": "arm64" }, "sha512-zc2BlJSim7YR4FZDQ8OUoJg5holYzdiYMeobb9pJuGDidGL9KZUv7SbiD4E8oZogtYY42UZEap7dqkkYuA91pg=="],
+
+    "@resvg/resvg-js-linux-arm64-musl": ["@resvg/resvg-js-linux-arm64-musl@2.6.2", "", { "os": "linux", "cpu": "arm64" }, "sha512-3h3dLPWNgSsD4lQBJPb4f+kvdOSJHa5PjTYVsWHxLUzH4IFTJUAnmuWpw4KqyQ3NA5QCyhw4TWgxk3jRkQxEKg=="],
+
+    "@resvg/resvg-js-linux-x64-gnu": ["@resvg/resvg-js-linux-x64-gnu@2.6.2", "", { "os": "linux", "cpu": "x64" }, "sha512-IVUe+ckIerA7xMZ50duAZzwf1U7khQe2E0QpUxu5MBJNao5RqC0zwV/Zm965vw6D3gGFUl7j4m+oJjubBVoftw=="],
+
+    "@resvg/resvg-js-linux-x64-musl": ["@resvg/resvg-js-linux-x64-musl@2.6.2", "", { "os": "linux", "cpu": "x64" }, "sha512-UOf83vqTzoYQO9SZ0fPl2ZIFtNIz/Rr/y+7X8XRX1ZnBYsQ/tTb+cj9TE+KHOdmlTFBxhYzVkP2lRByCzqi4jQ=="],
+
+    "@resvg/resvg-js-win32-arm64-msvc": ["@resvg/resvg-js-win32-arm64-msvc@2.6.2", "", { "os": "win32", "cpu": "arm64" }, "sha512-7C/RSgCa+7vqZ7qAbItfiaAWhyRSoD4l4BQAbVDqRRsRgY+S+hgS3in0Rxr7IorKUpGE69X48q6/nOAuTJQxeQ=="],
+
+    "@resvg/resvg-js-win32-ia32-msvc": ["@resvg/resvg-js-win32-ia32-msvc@2.6.2", "", { "os": "win32", "cpu": "ia32" }, "sha512-har4aPAlvjnLcil40AC77YDIk6loMawuJwFINEM7n0pZviwMkMvjb2W5ZirsNOZY4aDbo5tLx0wNMREp5Brk+w=="],
+
+    "@resvg/resvg-js-win32-x64-msvc": ["@resvg/resvg-js-win32-x64-msvc@2.6.2", "", { "os": "win32", "cpu": "x64" }, "sha512-ZXtYhtUr5SSaBrUDq7DiyjOFJqBVL/dOBN7N/qmi/pO0IgiWW/f/ue3nbvu9joWE5aAKDoIzy/CxsY0suwGosQ=="],
+
     "@rolldown/binding-android-arm64": ["@rolldown/binding-android-arm64@1.0.1", "", { "os": "android", "cpu": "arm64" }, "sha512-fJI3I0r3C3Oj/zdBCpaCmBRZYf07xpaq4yCfDDoSFm+beWNzbIl26puW8RraUdugoJw/95zerNOn6jasAhzSmg=="],
 
     "@rolldown/binding-darwin-arm64": ["@rolldown/binding-darwin-arm64@1.0.1", "", { "os": "darwin", "cpu": "arm64" }, "sha512-cKnAhWEsV7TPcA/5EAteDp6KcJZBQ2G+BqE7zayMMi7kMvwRsbv7WT9aOnn0WNl4SKEIf43vjS31iUPu80nzXg=="],
@@ -2956,6 +2998,8 @@
 
     "ecdsa-sig-formatter": ["ecdsa-sig-formatter@1.0.11", "", { "dependencies": { "safe-buffer": "^5.0.1" } }, "sha512-nagl3RYrbNv6kQkeJIpt6NJZy8twLB/2vtz6yN9Z4vRKHN4/QZJIEbqohALSgwKdnksuY3k5Addp5lg8sVoVcQ=="],
 
+    "echarts": ["echarts@6.1.0", "", { "dependencies": { "tslib": "2.3.0", "zrender": "6.1.0" } }, "sha512-q0yaFPggC9FUdsWH4blavRWFmxdrIodbkoKNAjJudAI6CA9gNPxHtV2RcZNEepZVlk4yvBYkOkbk6HIVpIyHZA=="],
+
     "ee-first": ["ee-first@1.1.1", "", {}, "sha512-WMwm9LhRUo+WUaRN+vRuETqG89IgZphVSNkdFgeb6sS/E4OrDIN7t48CAewSHXc6C8lefD8KKfr5vY61brQlow=="],
 
     "effect": ["effect@4.0.0-beta.92", "", { "dependencies": { "@standard-schema/spec": "^1.1.0", "fast-check": "^4.8.0", "find-my-way-ts": "^0.1.6", "ini": "^7.0.0", "kubernetes-types": "^1.30.0", "msgpackr": "^2.0.1", "multipasta": "^0.2.7", "toml": "^4.1.1", "uuid": "^14.0.0", "yaml": "^2.9.0" } }, "sha512-et6Fy8X9cxhzV/w4U372lB7YCP/B9a8FYVxlx9UMzSgnmwWKxpldnaHz7mHpZHh+OU+ENhU9DO/rTAakmT0sEA=="],
@@ -4808,6 +4852,8 @@
 
     "zod-to-json-schema": ["zod-to-json-schema@3.25.2", "", { "peerDependencies": { "zod": "^3.25.28 || ^4" } }, "sha512-O/PgfnpT1xKSDeQYSCfRI5Gy3hPf91mKVDuYLUHZJMiDFptvP41MSnWofm8dnCm0256ZNfZIM7DSzuSMAFnjHA=="],
 
+    "zrender": ["zrender@6.1.0", "", { "dependencies": { "tslib": "2.3.0" } }, "sha512-oEGMDB6pOP2S6OwRR4PdVv610zrjnA3Bh+JnSG12fYJlBKjtNAoEb5fSUoCOOINlH96I2fU38/A2UpRKs67xYQ=="],
+
     "zustand": ["zustand@4.5.7", "", { "dependencies": { "use-sync-external-store": "^1.2.2" }, "peerDependencies": { "@types/react": ">=16.8", "immer": ">=9.0.6", "react": ">=16.8" }, "optionalPeers": ["@types/react", "immer", "react"] }, "sha512-CHOUy7mu3lbD6o6LJLfllpjkzhHXSBlX8B9+qPddUsIfeF5S/UZ5q0kmCsnRqT1UHFQZchNFDDzMbQsuesHWlw=="],
 
     "zwitch": ["zwitch@2.0.4", "", {}, "sha512-bXE4cR/kVZhKZX/RjPEflHaKVhUVl85noU3v6b8apfQEc1x4A+zBxjZ4lN8LqGd6WZ3dl98pY4o717VFmoPp+A=="],
@@ -4872,6 +4918,8 @@
 
     "@databuddy/docs/resend": ["resend@6.12.3", "", { "dependencies": { "postal-mime": "2.7.4", "svix": "1.92.2" }, "peerDependencies": { "@react-email/render": "*" }, "optionalPeers": ["@react-email/render"] }, "sha512-FkEi6YPnVL96/LvH8+QP7NaeaBy5brYXwlRqUCqZZeNL0/iyKij18IPmyPXYauT/2ODn1JG04qKz+qlJfzqzTw=="],
 
+    "@databuddy/rpc/drizzle-orm": ["drizzle-orm@1.0.0-rc.1", "", { "peerDependencies": { "@aws-sdk/client-rds-data": ">=3", "@cloudflare/workers-types": ">=4", "@effect/sql-pg": ">=4.0.0-beta.58 || >=4.0.0", "@electric-sql/pglite": ">=0.2.0", "@libsql/client": ">=0.10.0", "@libsql/client-wasm": ">=0.10.0", "@neondatabase/serverless": ">=0.10.0", "@op-engineering/op-sqlite": ">=2", "@opentelemetry/api": "^1.4.1", "@planetscale/database": ">=1.13", "@sinclair/typebox": ">=0.34.8", "@sqlitecloud/drivers": ">=1.0.653", "@tidbcloud/serverless": "*", "@tursodatabase/database": ">=0.2.1", "@tursodatabase/database-common": ">=0.2.1", "@tursodatabase/database-wasm": ">=0.2.1", "@types/better-sqlite3": "*", "@types/mssql": "^9.1.4", "@types/pg": "*", "@types/sql.js": "*", "@upstash/redis": ">=1.34.7", "@vercel/postgres": ">=0.8.0", "@xata.io/client": "*", "arktype": ">=2.0.0", "better-sqlite3": ">=9.3.0", "bun-types": "*", "effect": ">=4.0.0-beta.58 || >=4.0.0", "expo-sqlite": ">=14.0.0", "mssql": "^11.0.1", "mysql2": ">=2", "pg": ">=8", "postgres": ">=3", "sql.js": ">=1", "sqlite3": ">=5", "typebox": ">=1.0.0", "valibot": ">=1.0.0-beta.7", "zod": "^3.25.0 || ^4.0.0" }, "optionalPeers": ["@aws-sdk/client-rds-data", "@cloudflare/workers-types", "@effect/sql-pg", "@electric-sql/pglite", "@libsql/client", "@libsql/client-wasm", "@neondatabase/serverless", "@op-engineering/op-sqlite", "@opentelemetry/api", "@planetscale/database", "@sinclair/typebox", "@sqlitecloud/drivers", "@tidbcloud/serverless", "@tursodatabase/database", "@tursodatabase/database-common", "@tursodatabase/database-wasm", "@types/better-sqlite3", "@types/mssql", "@types/pg", "@types/sql.js", "@upstash/redis", "@vercel/postgres", "@xata.io/client", "arktype", "better-sqlite3", "bun-types", "effect", "expo-sqlite", "mssql", "mysql2", "pg", "postgres", "sql.js", "sqlite3", "typebox", "valibot", "zod"] }, "sha512-jGCqAgxpz+OSHP2jQGooUHBxnFMTYl0TTRSfULBl52VNf7CtyNRnazUi+VdbSxvJrDP2lnIsmUh5O+HhKeSJCg=="],
+
     "@databuddy/test/drizzle-orm": ["drizzle-orm@1.0.0-rc.1", "", { "peerDependencies": { "@aws-sdk/client-rds-data": ">=3", "@cloudflare/workers-types": ">=4", "@effect/sql-pg": ">=4.0.0-beta.58 || >=4.0.0", "@electric-sql/pglite": ">=0.2.0", "@libsql/client": ">=0.10.0", "@libsql/client-wasm": ">=0.10.0", "@neondatabase/serverless": ">=0.10.0", "@op-engineering/op-sqlite": ">=2", "@opentelemetry/api": "^1.4.1", "@planetscale/database": ">=1.13", "@sinclair/typebox": ">=0.34.8", "@sqlitecloud/drivers": ">=1.0.653", "@tidbcloud/serverless": "*", "@tursodatabase/database": ">=0.2.1", "@tursodatabase/database-common": ">=0.2.1", "@tursodatabase/database-wasm": ">=0.2.1", "@types/better-sqlite3": "*", "@types/mssql": "^9.1.4", "@types/pg": "*", "@types/sql.js": "*", "@upstash/redis": ">=1.34.7", "@vercel/postgres": ">=0.8.0", "@xata.io/client": "*", "arktype": ">=2.0.0", "better-sqlite3": ">=9.3.0", "bun-types": "*", "effect": ">=4.0.0-beta.58 || >=4.0.0", "expo-sqlite": ">=14.0.0", "mssql": "^11.0.1", "mysql2": ">=2", "pg": ">=8", "postgres": ">=3", "sql.js": ">=1", "sqlite3": ">=5", "typebox": ">=1.0.0", "valibot": ">=1.0.0-beta.7", "zod": "^3.25.0 || ^4.0.0" }, "optionalPeers": ["@aws-sdk/client-rds-data", "@cloudflare/workers-types", "@effect/sql-pg", "@electric-sql/pglite", "@libsql/client", "@libsql/client-wasm", "@neondatabase/serverless", "@op-engineering/op-sqlite", "@opentelemetry/api", "@planetscale/database", "@sinclair/typebox", "@sqlitecloud/drivers", "@tidbcloud/serverless", "@tursodatabase/database", "@tursodatabase/database-common", "@tursodatabase/database-wasm", "@types/better-sqlite3", "@types/mssql", "@types/pg", "@types/sql.js", "@upstash/redis", "@vercel/postgres", "@xata.io/client", "arktype", "better-sqlite3", "bun-types", "effect", "expo-sqlite", "mssql", "mysql2", "pg", "postgres", "sql.js", "sqlite3", "typebox", "valibot", "zod"] }, "sha512-jGCqAgxpz+OSHP2jQGooUHBxnFMTYl0TTRSfULBl52VNf7CtyNRnazUi+VdbSxvJrDP2lnIsmUh5O+HhKeSJCg=="],
 
     "@databuddy/uptime/effect": ["effect@4.0.0-beta.66", "", { "dependencies": { "@standard-schema/spec": "^1.1.0", "fast-check": "^4.6.0", "find-my-way-ts": "^0.1.6", "ini": "^6.0.0", "kubernetes-types": "^1.30.0", "msgpackr": "^1.11.9", "multipasta": "^0.2.7", "toml": "^4.1.1", "uuid": "^13.0.0", "yaml": "^2.8.3" } }, "sha512-4arEr62cziFa8BBVDUwJCJJmaVepXf/kRg7KtC0h8+bufngscrHbwWFhr9c+HonwOF+31U3iD3xUJmw9KzX7Dw=="],
@@ -5348,6 +5396,8 @@
 
     "ecdsa-sig-formatter/safe-buffer": ["safe-buffer@5.2.1", "", {}, "sha512-rp3So07KcdmmKbGvgaNxQSJr7bGVSVk5S9Eq1F+ppbRo70+YeaDxkw5Dd8NPN+GD6bjnYm2VuPuCXmpuYvmCXQ=="],
 
+    "echarts/tslib": ["tslib@2.3.0", "", {}, "sha512-N82ooyxVNm6h1riLCoyS9e3fuJ3AMG2zIZs2Gd1ATcSFjSA23Q0fzjjZeh0jbJvWVDZ0cJT8yaNNaaXHzueNjg=="],
+
     "effect/uuid": ["uuid@14.0.1", "", { "bin": { "uuid": "dist-node/bin/uuid" } }, "sha512-6ZxzVpzDXDa3bJWaHilVayA+BH/1zmxCJoVgvmqJnid/gPoKHxUrS/aC/T6LGQtNHT+XHG9fXPJB4d+IrU30Ew=="],
 
     "engine.io/@types/node": ["@types/node@24.12.4", "", { "dependencies": { "undici-types": "~7.16.0" } }, "sha512-GUUEShf+PBCGW2KaXwcIt3Yk+e3pkKwWKb9GSyM9WQVE+ep2jzmHdGsHzu4wgcZy5fN9FBdVzjpBQsYlpfpgLA=="],
@@ -5632,6 +5682,8 @@
 
     "zip-stream/readable-stream": ["readable-stream@4.7.0", "", { "dependencies": { "abort-controller": "^3.0.0", "buffer": "^6.0.3", "events": "^3.3.0", "process": "^0.11.10", "string_decoder": "^1.3.0" } }, "sha512-oIGGmcpTLwPga8Bn6/Z75SVaH1z5dUut2ibSyAMVhmUggWpmDn2dapB0n7f8nwaSiRtepAsfJyfXIO5DCVAODg=="],
 
+    "zrender/tslib": ["tslib@2.3.0", "", {}, "sha512-N82ooyxVNm6h1riLCoyS9e3fuJ3AMG2zIZs2Gd1ATcSFjSA23Q0fzjjZeh0jbJvWVDZ0cJT8yaNNaaXHzueNjg=="],
+
     "@anthropic-ai/tokenizer/@types/node/undici-types": ["undici-types@5.26.5", "", {}, "sha512-JlCMO+ehdEIKqlFxk6IfVoAUVmgz7cU7zD/h9XZ0qzeosSHmUJVOzSQvvYSYWXkFXC+IfLKSIffhv0sVZup6pA=="],
 
     "@babel/helper-create-class-features-plugin/@babel/traverse/@babel/parser": ["@babel/parser@7.29.3", "", { "dependencies": { "@babel/types": "^7.29.0" }, "bin": "./bin/babel-parser.js" }, "sha512-b3ctpQwp+PROvU/cttc4OYl4MzfJUWy6FZg+PMXfzmt/+39iHVF0sDfqay8TQM3JA2EUOyKcFZt75jWriQijsA=="],
diff --git a/packages/charts/assets/fonts/bold.otf b/packages/charts/assets/fonts/bold.otf
new file mode 100644
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HcmV?d00001

diff --git a/packages/charts/package.json b/packages/charts/package.json
new file mode 100644
index 000000000..fcc213bbe
--- /dev/null
+++ b/packages/charts/package.json
@@ -0,0 +1,26 @@
+{
+  "name": "@databuddy/charts",
+  "version": "0.1.0",
+  "private": true,
+  "type": "module",
+  "exports": {
+    ".": "./src/index.ts"
+  },
+  "files": [
+    "src",
+    "assets"
+  ],
+  "scripts": {
+    "check-types": "tsc --noEmit",
+    "test": "bun test"
+  },
+  "devDependencies": {
+    "@types/bun": "catalog:",
+    "@types/node": "^26.0.0",
+    "typescript": "catalog:"
+  },
+  "dependencies": {
+    "@resvg/resvg-js": "^2.6.2",
+    "echarts": "^6.1.0"
+  }
+}
diff --git a/packages/charts/src/index.test.ts b/packages/charts/src/index.test.ts
new file mode 100644
index 000000000..36f68f864
--- /dev/null
+++ b/packages/charts/src/index.test.ts
@@ -0,0 +1,86 @@
+import { describe, expect, it } from "bun:test";
+import {
+	CHARTABLE_COMPONENT_TYPES,
+	isChartableComponent,
+	renderChartPng,
+} from "./index";
+
+const PNG_SIGNATURE = Buffer.from([0x89, 0x50, 0x4e, 0x47]);
+
+const timeSeriesPayload = {
+	title: "Traffic overview",
+	series: ["Sessions", "Visitors"],
+	rows: [
+		["2026-06-01", 147, 127],
+		["2026-06-02", 78, 70],
+		["2026-06-03", 186, 169],
+		["2026-06-04", 154, 144],
+	],
+};
+
+const distributionPayload = {
+	title: "Top browsers",
+	rows: [
+		["Chrome", 1240],
+		["Safari", 620],
+		["Firefox", 210],
+		["Edge", 90],
+	],
+};
+
+describe("isChartableComponent", () => {
+	it("accepts every chartable type", () => {
+		for (const type of CHARTABLE_COMPONENT_TYPES) {
+			expect(isChartableComponent(type)).toBe(true);
+		}
+	});
+
+	it("rejects non-chart components", () => {
+		expect(isChartableComponent("data-table")).toBe(false);
+		expect(isChartableComponent("referrers-list")).toBe(false);
+	});
+});
+
+describe("renderChartPng", () => {
+	for (const type of [
+		"line-chart",
+		"area-chart",
+		"bar-chart",
+		"stacked-bar-chart",
+	]) {
+		it(`renders a ${type} PNG`, () => {
+			const png = renderChartPng({ ...timeSeriesPayload, type });
+			expect(png).not.toBeNull();
+			expect(png?.subarray(0, 4).equals(PNG_SIGNATURE)).toBe(true);
+			expect(png!.length).toBeGreaterThan(10_000);
+		});
+	}
+
+	for (const type of ["pie-chart", "donut-chart"]) {
+		it(`renders a ${type} PNG`, () => {
+			const png = renderChartPng({ ...distributionPayload, type });
+			expect(png).not.toBeNull();
+			expect(png?.subarray(0, 4).equals(PNG_SIGNATURE)).toBe(true);
+			expect(png!.length).toBeGreaterThan(10_000);
+		});
+	}
+
+	it("renders the light theme", () => {
+		const png = renderChartPng(
+			{ ...timeSeriesPayload, type: "area-chart" },
+			{ theme: "light", subtitle: "databuddy.cc · last 4 days" }
+		);
+		expect(png?.subarray(0, 4).equals(PNG_SIGNATURE)).toBe(true);
+	});
+
+	it("returns null for unsupported types", () => {
+		expect(renderChartPng({ type: "data-table", rows: [] })).toBeNull();
+	});
+
+	it("returns null for empty data", () => {
+		expect(
+			renderChartPng({ type: "line-chart", series: [], rows: [] })
+		).toBeNull();
+		expect(renderChartPng({ type: "pie-chart", rows: [] })).toBeNull();
+	});
+});
diff --git a/packages/charts/src/index.ts b/packages/charts/src/index.ts
new file mode 100644
index 000000000..4b22b52b6
--- /dev/null
+++ b/packages/charts/src/index.ts
@@ -0,0 +1,81 @@
+import { readdirSync } from "node:fs";
+import { dirname, join } from "node:path";
+import { fileURLToPath } from "node:url";
+import { Resvg } from "@resvg/resvg-js";
+import { init } from "echarts";
+import { buildChartOption, type ChartComponentPayload } from "./options";
+import { CHART_THEMES, type ChartThemeName } from "./themes";
+
+export type { ChartComponentPayload } from "./options";
+export { CHART_THEMES, type ChartTheme, type ChartThemeName } from "./themes";
+
+const FONTS_DIR = join(
+	dirname(fileURLToPath(import.meta.url)),
+	"..",
+	"assets",
+	"fonts"
+);
+
+const fontFiles = readdirSync(FONTS_DIR)
+	.filter((file) => file.endsWith(".otf"))
+	.map((file) => join(FONTS_DIR, file));
+
+export const CHARTABLE_COMPONENT_TYPES: ReadonlySet<string> = new Set([
+	"line-chart",
+	"area-chart",
+	"bar-chart",
+	"stacked-bar-chart",
+	"pie-chart",
+	"donut-chart",
+]);
+
+export function isChartableComponent(type: string): boolean {
+	return CHARTABLE_COMPONENT_TYPES.has(type);
+}
+
+export interface RenderChartOptions {
+	height?: number;
+	scale?: number;
+	subtitle?: string;
+	theme?: ChartThemeName;
+	width?: number;
+}
+
+export function renderChartPng(
+	component: ChartComponentPayload,
+	options: RenderChartOptions = {}
+): Buffer | null {
+	const width = options.width ?? 1200;
+	const height = options.height ?? 630;
+	const theme = CHART_THEMES[options.theme ?? "dark"];
+	const chartOption = buildChartOption(component, theme, {
+		width,
+		height,
+		subtitle: options.subtitle,
+	});
+	if (!chartOption) {
+		return null;
+	}
+
+	const chart = init(null, null, {
+		renderer: "svg",
+		ssr: true,
+		width,
+		height,
+	});
+	try {
+		chart.setOption(chartOption);
+		const svg = chart.renderToSVGString();
+		const resvg = new Resvg(svg, {
+			fitTo: { mode: "width", value: width * (options.scale ?? 2) },
+			font: {
+				fontFiles,
+				defaultFontFamily: "LT Superior",
+				loadSystemFonts: false,
+			},
+		});
+		return Buffer.from(resvg.render().asPng());
+	} finally {
+		chart.dispose();
+	}
+}
diff --git a/packages/charts/src/options.ts b/packages/charts/src/options.ts
new file mode 100644
index 000000000..727e2fcb0
--- /dev/null
+++ b/packages/charts/src/options.ts
@@ -0,0 +1,275 @@
+import type { EChartsOption, SeriesOption } from "echarts";
+import type { ChartTheme } from "./themes";
+
+const MAX_SERIES = 5;
+const MAX_DISTRIBUTION_SLICES = 5;
+
+export interface ChartComponentPayload {
+	rows?: (string | number)[][];
+	series?: string[];
+	title?: string;
+	type: string;
+}
+
+export interface ChartFrame {
+	height: number;
+	subtitle?: string;
+	width: number;
+}
+
+export function buildChartOption(
+	component: ChartComponentPayload,
+	theme: ChartTheme,
+	frame: ChartFrame
+): EChartsOption | null {
+	switch (component.type) {
+		case "line-chart":
+		case "area-chart":
+		case "bar-chart":
+		case "stacked-bar-chart":
+			return buildTimeSeriesOption(component, theme, frame);
+		case "pie-chart":
+		case "donut-chart":
+			return buildDistributionOption(component, theme, frame);
+		default:
+			return null;
+	}
+}
+
+function buildTimeSeriesOption(
+	component: ChartComponentPayload,
+	theme: ChartTheme,
+	frame: ChartFrame
+): EChartsOption | null {
+	const rows = component.rows ?? [];
+	const seriesNames = (component.series ?? []).slice(0, MAX_SERIES);
+	if (rows.length === 0 || seriesNames.length === 0) {
+		return null;
+	}
+
+	const labels = rows.map((row) => formatPeriodLabel(row[0]));
+	const series = seriesNames.map((name, seriesIndex) =>
+		buildCartesianSeries({
+			color: theme.palette[seriesIndex % theme.palette.length] as string,
+			data: rows.map((row) => toFiniteNumber(row[seriesIndex + 1])),
+			name,
+			stackTop: seriesIndex === seriesNames.length - 1,
+			type: component.type,
+		})
+	);
+
+	return {
+		...baseOption(component, theme, frame),
+		legend:
+			seriesNames.length > 1 ? legendOption(theme, frame.width) : undefined,
+		grid: { left: 64, right: 48, top: 130, bottom: 56 },
+		xAxis: {
+			type: "category",
+			data: labels,
+			boundaryGap: component.type !== "line-chart",
+			axisLine: { lineStyle: { color: theme.border } },
+			axisTick: { show: false },
+			axisLabel: {
+				color: theme.muted,
+				fontSize: 13,
+				interval: Math.max(0, Math.ceil(labels.length / 8) - 1),
+			},
+		},
+		yAxis: {
+			type: "value",
+			splitLine: { lineStyle: { color: theme.border, type: "dashed" } },
+			axisLabel: { color: theme.muted, fontSize: 13 },
+		},
+		series,
+	};
+}
+
+function buildCartesianSeries({
+	color,
+	data,
+	name,
+	stackTop,
+	type,
+}: {
+	color: string;
+	data: (number | null)[];
+	name: string;
+	stackTop: boolean;
+	type: string;
+}): SeriesOption {
+	if (type === "bar-chart" || type === "stacked-bar-chart") {
+		const stacked = type === "stacked-bar-chart";
+		const rounded = !stacked || stackTop;
+		return {
+			name,
+			type: "bar",
+			data,
+			itemStyle: {
+				color,
+				...(rounded ? { borderRadius: [4, 4, 0, 0] } : {}),
+			},
+			...(stacked ? { stack: "total" } : {}),
+		};
+	}
+
+	return {
+		name,
+		type: "line",
+		data,
+		connectNulls: true,
+		smooth: 0.2,
+		showSymbol: false,
+		lineStyle: { color, width: 2.5 },
+		itemStyle: { color },
+		...(type === "area-chart"
+			? {
+					areaStyle: {
+						color: {
+							type: "linear",
+							x: 0,
+							y: 0,
+							x2: 0,
+							y2: 1,
+							colorStops: [
+								{ offset: 0, color: hexToRgba(color, 0.18) },
+								{ offset: 1, color: hexToRgba(color, 0) },
+							],
+						},
+					},
+				}
+			: {}),
+	};
+}
+
+function buildDistributionOption(
+	component: ChartComponentPayload,
+	theme: ChartTheme,
+	frame: ChartFrame
+): EChartsOption | null {
+	const rows = (component.rows ?? []).filter(
+		(row) => row.length >= 2 && toFiniteNumber(row[1]) !== null
+	);
+	if (rows.length === 0) {
+		return null;
+	}
+
+	const top = rows.slice(0, MAX_DISTRIBUTION_SLICES);
+	const rest = rows.slice(MAX_DISTRIBUTION_SLICES);
+	const restTotal = rest.reduce(
+		(sum, row) => sum + (toFiniteNumber(row[1]) ?? 0),
+		0
+	);
+	const data = top.map((row, index) => ({
+		name: String(row[0]),
+		value: toFiniteNumber(row[1]) ?? 0,
+		itemStyle: { color: theme.palette[index % theme.palette.length] },
+	}));
+	if (restTotal > 0) {
+		data.push({
+			name: "Other",
+			value: restTotal,
+			itemStyle: { color: theme.muted },
+		});
+	}
+
+	return {
+		...baseOption(component, theme, frame),
+		legend: {
+			orient: "vertical",
+			right: 48,
+			top: "middle",
+			textStyle: { color: theme.muted, fontSize: 14 },
+			icon: "circle",
+			itemWidth: 10,
+			itemHeight: 10,
+		},
+		series: [
+			{
+				type: "pie",
+				radius:
+					component.type === "donut-chart" ? ["48%", "72%"] : ["0%", "72%"],
+				center: ["38%", "56%"],
+				data,
+				label: {
+					color: theme.foreground,
+					fontSize: 13,
+					formatter: "{b}  {d}%",
+				},
+				labelLine: { lineStyle: { color: theme.border } },
+				itemStyle: {
+					borderColor: theme.background,
+					borderWidth: 2,
+				},
+			},
+		],
+	};
+}
+
+function baseOption(
+	component: ChartComponentPayload,
+	theme: ChartTheme,
+	frame: ChartFrame
+): EChartsOption {
+	return {
+		backgroundColor: "transparent",
+		animation: false,
+		textStyle: { fontFamily: "LT Superior" },
+		graphic: [
+			{
+				type: "rect",
+				left: 0,
+				top: 0,
+				z: -100,
+				silent: true,
+				shape: { width: frame.width, height: frame.height, r: 24 },
+				style: { fill: theme.background, stroke: theme.border, lineWidth: 2 },
+			},
+		],
+		title: {
+			text: component.title ?? "Databuddy",
+			subtext: frame.subtitle,
+			left: 40,
+			top: 32,
+			textStyle: { color: theme.foreground, fontSize: 28, fontWeight: 600 },
+			subtextStyle: { color: theme.muted, fontSize: 16 },
+		},
+	};
+}
+
+function legendOption(theme: ChartTheme, width: number) {
+	return {
+		right: 48,
+		top: 44,
+		textStyle: { color: theme.muted, fontSize: 14 },
+		icon: "roundRect",
+		itemWidth: 14,
+		itemHeight: 6,
+		width: width - 400,
+	};
+}
+
+function formatPeriodLabel(value: unknown): string {
+	const raw = String(value ?? "");
+	const date = new Date(`${raw}T00:00:00Z`);
+	if (raw.length === 10 && !Number.isNaN(date.getTime())) {
+		return date.toLocaleDateString("en-US", {
+			month: "short",
+			day: "numeric",
+			timeZone: "UTC",
+		});
+	}
+	return raw;
+}
+
+function toFiniteNumber(value: unknown): number | null {
+	const parsed = typeof value === "string" ? Number(value) : value;
+	return typeof parsed === "number" && Number.isFinite(parsed) ? parsed : null;
+}
+
+function hexToRgba(hex: string, alpha: number): string {
+	const value = hex.replace("#", "");
+	const red = Number.parseInt(value.slice(0, 2), 16);
+	const green = Number.parseInt(value.slice(2, 4), 16);
+	const blue = Number.parseInt(value.slice(4, 6), 16);
+	return `rgba(${red}, ${green}, ${blue}, ${alpha})`;
+}
diff --git a/packages/charts/src/themes.ts b/packages/charts/src/themes.ts
new file mode 100644
index 000000000..2dc23619b
--- /dev/null
+++ b/packages/charts/src/themes.ts
@@ -0,0 +1,26 @@
+export interface ChartTheme {
+	background: string;
+	border: string;
+	foreground: string;
+	muted: string;
+	palette: readonly [string, string, string, string, string];
+}
+
+export type ChartThemeName = "dark" | "light";
+
+export const CHART_THEMES: Record<ChartThemeName, ChartTheme> = {
+	dark: {
+		background: "#1e1e23",
+		foreground: "#e7e8eb",
+		muted: "#a3a4ab",
+		border: "#3b3b45",
+		palette: ["#8b80bf", "#d4658a", "#f0ba4d", "#4db8e8", "#4ebf7b"],
+	},
+	light: {
+		background: "#ffffff",
+		foreground: "#27282d",
+		muted: "#71727a",
+		border: "#d1d3dc",
+		palette: ["#6b5ca5", "#b74677", "#e3a514", "#2d9cdb", "#27ae60"],
+	},
+};
diff --git a/packages/charts/tsconfig.json b/packages/charts/tsconfig.json
new file mode 100644
index 000000000..c30a6fa42
--- /dev/null
+++ b/packages/charts/tsconfig.json
@@ -0,0 +1,5 @@
+{
+  "extends": "../../tsconfig/default.json",
+  "include": ["src/**/*"],
+  "exclude": ["node_modules", "dist", "**/*.test.ts", "**/*.spec.ts"]
+}

From 195885f91fbf0c0c131c447ff932fbdf92e6c9a6 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 4 Jul 2026 23:48:29 +0300
Subject: [PATCH 036/129] feat(slack): attach agent charts as PNG uploads with
 table fallback

---
 apps/slack/package.json                     |   1 +
 apps/slack/src/slack/chart-images.test.ts   |  95 ++++++++++++++++++
 apps/slack/src/slack/chart-images.ts        | 102 ++++++++++++++++++++
 apps/slack/src/slack/output-adapter.test.ts |  37 +++++++
 apps/slack/src/slack/output-adapter.ts      |  24 ++++-
 apps/slack/src/slack/respond.ts             |  20 +++-
 apps/slack/src/slack/types.ts               |   1 +
 bun.lock                                    |   1 +
 8 files changed, 275 insertions(+), 6 deletions(-)
 create mode 100644 apps/slack/src/slack/chart-images.test.ts
 create mode 100644 apps/slack/src/slack/chart-images.ts

diff --git a/apps/slack/package.json b/apps/slack/package.json
index eefbdf9c6..3c4dffa75 100644
--- a/apps/slack/package.json
+++ b/apps/slack/package.json
@@ -14,6 +14,7 @@
   "dependencies": {
     "@databuddy/ai": "workspace:*",
     "@databuddy/api-keys": "workspace:*",
+    "@databuddy/charts": "workspace:*",
     "@databuddy/db": "workspace:*",
     "@databuddy/encryption": "workspace:*",
     "@databuddy/env": "workspace:*",
diff --git a/apps/slack/src/slack/chart-images.test.ts b/apps/slack/src/slack/chart-images.test.ts
new file mode 100644
index 000000000..92842f772
--- /dev/null
+++ b/apps/slack/src/slack/chart-images.test.ts
@@ -0,0 +1,95 @@
+import { describe, expect, it } from "bun:test";
+import type { SlackAgentRun } from "@/agent/agent-client";
+import { postChartImages } from "@/slack/chart-images";
+
+const run: SlackAgentRun = {
+	channelId: "C123",
+	messageTs: "1.1",
+	teamId: "T123",
+	text: "traffic?",
+	threadTs: "1.1",
+	trigger: "app_mention",
+	userId: "U123",
+};
+
+const chart = {
+	type: "line-chart",
+	title: "Sessions",
+	series: ["Sessions"],
+	rows: [
+		["2026-07-01", 150],
+		["2026-07-02", 141],
+	],
+};
+
+const logger = { error: () => undefined, warn: () => undefined };
+
+function fakeClient(uploadV2: (args: unknown) => Promise<{ ok: boolean }>) {
+	return { files: { uploadV2 } } as never;
+}
+
+describe("postChartImages", () => {
+	it("uploads rendered charts to the thread", async () => {
+		const uploads: Record<string, unknown>[] = [];
+		const client = fakeClient((args) => {
+			uploads.push(args as Record<string, unknown>);
+			return Promise.resolve({ ok: true });
+		});
+		const said: string[] = [];
+
+		await postChartImages({
+			charts: [chart],
+			client,
+			logger,
+			run,
+			say: (message) => {
+				said.push(message.text);
+				return Promise.resolve();
+			},
+		});
+
+		expect(uploads).toHaveLength(1);
+		expect(uploads[0]?.channel_id).toBe("C123");
+		expect(uploads[0]?.thread_ts).toBe("1.1");
+		expect(uploads[0]?.filename).toBe("sessions.png");
+		expect(Buffer.isBuffer(uploads[0]?.file)).toBe(true);
+		expect(said).toHaveLength(0);
+	});
+
+	it("falls back to markdown when the upload fails", async () => {
+		const client = fakeClient(() => Promise.reject(new Error("missing_scope")));
+		const said: string[] = [];
+
+		await postChartImages({
+			charts: [chart],
+			client,
+			logger,
+			run,
+			say: (message) => {
+				said.push(message.text);
+				return Promise.resolve();
+			},
+		});
+
+		expect(said).toHaveLength(1);
+		expect(said[0]).toContain("*Sessions*");
+	});
+
+	it("does nothing without charts", async () => {
+		let uploads = 0;
+		const client = fakeClient(() => {
+			uploads++;
+			return Promise.resolve({ ok: true });
+		});
+
+		await postChartImages({
+			charts: [],
+			client,
+			logger,
+			run,
+			say: () => Promise.resolve(),
+		});
+
+		expect(uploads).toBe(0);
+	});
+});
diff --git a/apps/slack/src/slack/chart-images.ts b/apps/slack/src/slack/chart-images.ts
new file mode 100644
index 000000000..0c295e481
--- /dev/null
+++ b/apps/slack/src/slack/chart-images.ts
@@ -0,0 +1,102 @@
+import { renderChartPng } from "@databuddy/charts";
+import type { RequestLogger } from "evlog";
+import type { SlackAgentRun } from "@/agent/agent-client";
+import { setSlackLog, toError } from "@/lib/evlog-slack";
+import {
+	type DashboardComponentPayload,
+	renderComponentMarkdown,
+} from "@/slack/output-adapter";
+import type { SlackAgentClient, SlackLogger } from "@/slack/types";
+
+const MAX_CHART_UPLOADS = 3;
+const FILENAME_SAFE_REGEX = /[^a-z0-9]+/g;
+
+type ChartFallbackSay = (message: {
+	text: string;
+	thread_ts?: string;
+}) => Promise<unknown>;
+
+export async function postChartImages({
+	charts,
+	client,
+	eventLog,
+	logger,
+	run,
+	say,
+}: {
+	charts: DashboardComponentPayload[];
+	client: Pick<SlackAgentClient, "files">;
+	eventLog?: RequestLogger;
+	logger: SlackLogger;
+	run: SlackAgentRun;
+	say: ChartFallbackSay;
+}): Promise<void> {
+	if (charts.length === 0) {
+		return;
+	}
+
+	let uploaded = 0;
+	let fallbacks = 0;
+	for (const chart of charts.slice(0, MAX_CHART_UPLOADS)) {
+		const sent = await uploadChart({ chart, client, logger, run });
+		if (sent) {
+			uploaded++;
+		} else {
+			fallbacks++;
+			await say({
+				text: renderComponentMarkdown(chart),
+				thread_ts: run.threadTs,
+			}).catch((error) => {
+				logger.warn("Failed to post chart fallback", toError(error));
+			});
+		}
+	}
+
+	const skipped = charts.length - Math.min(charts.length, MAX_CHART_UPLOADS);
+	setSlackLog(eventLog, {
+		slack_chart_fallbacks: fallbacks,
+		slack_chart_uploads: uploaded,
+		...(skipped > 0 ? { slack_charts_skipped: skipped } : {}),
+	});
+}
+
+async function uploadChart({
+	chart,
+	client,
+	logger,
+	run,
+}: {
+	chart: DashboardComponentPayload;
+	client: Pick<SlackAgentClient, "files">;
+	logger: SlackLogger;
+	run: SlackAgentRun;
+}): Promise<boolean> {
+	try {
+		const png = renderChartPng(chart);
+		if (!png) {
+			return false;
+		}
+		const title = typeof chart.title === "string" ? chart.title : chart.type;
+		const upload = {
+			channel_id: run.channelId,
+			file: png,
+			filename: `${toFilename(title)}.png`,
+			title,
+		};
+		const result = run.threadTs
+			? await client.files.uploadV2({ ...upload, thread_ts: run.threadTs })
+			: await client.files.uploadV2(upload);
+		return result.ok === true;
+	} catch (error) {
+		logger.warn("Failed to upload chart image", toError(error));
+		return false;
+	}
+}
+
+function toFilename(title: string): string {
+	const slug = title
+		.toLowerCase()
+		.replace(FILENAME_SAFE_REGEX, "-")
+		.replace(/^-+|-+$/g, "");
+	return slug || "chart";
+}
diff --git a/apps/slack/src/slack/output-adapter.test.ts b/apps/slack/src/slack/output-adapter.test.ts
index 4e4db6b99..063d5d4e1 100644
--- a/apps/slack/src/slack/output-adapter.test.ts
+++ b/apps/slack/src/slack/output-adapter.test.ts
@@ -54,4 +54,41 @@ describe("Slack output adapter", () => {
 		expect(output.markdown).toBe("Before");
 		expect(output.convertedComponents).toBe(0);
 	});
+
+	it("extracts chartable components instead of rendering tables", () => {
+		const raw = [
+			"Traffic trend:",
+			JSON.stringify({
+				type: "line-chart",
+				title: "Sessions",
+				series: ["Sessions"],
+				rows: [
+					["2026-07-01", 150],
+					["2026-07-02", 141],
+				],
+			}),
+		].join("\n");
+
+		const output = renderAgentOutputForSlack(raw, { extractCharts: true });
+
+		expect(output.charts).toHaveLength(1);
+		expect(output.charts[0]?.type).toBe("line-chart");
+		expect(output.convertedComponents).toBe(0);
+		expect(output.markdown).toBe("Traffic trend:");
+	});
+
+	it("still renders chart tables when extraction is off", () => {
+		const raw = JSON.stringify({
+			type: "line-chart",
+			title: "Sessions",
+			series: ["Sessions"],
+			rows: [["2026-07-01", 150]],
+		});
+
+		const output = renderAgentOutputForSlack(raw);
+
+		expect(output.charts).toHaveLength(0);
+		expect(output.convertedComponents).toBe(1);
+		expect(output.markdown).toContain("*Sessions*");
+	});
 });
diff --git a/apps/slack/src/slack/output-adapter.ts b/apps/slack/src/slack/output-adapter.ts
index 0431cf85b..7c763dea0 100644
--- a/apps/slack/src/slack/output-adapter.ts
+++ b/apps/slack/src/slack/output-adapter.ts
@@ -1,3 +1,5 @@
+import { isChartableComponent } from "@databuddy/charts";
+
 const COMPONENT_START_REGEX = /\{\s*"type"\s*:\s*"([^"]+)"/g;
 const CLOSING_JSON_FENCE_REGEX = /^\s*```/;
 const TRAILING_JSON_FENCE_REGEX = /```(?:json)?\s*$/i;
@@ -27,16 +29,20 @@ const SUPPORTED_DASHBOARD_COMPONENT_TYPES = new Set([
 ]);
 
 export interface SlackRenderedAgentOutput {
+	charts: DashboardComponentPayload[];
 	convertedComponents: number;
 	droppedComponents: number;
 	markdown: string;
 }
 
 interface SlackOutputRenderOptions {
+	extractCharts?: boolean;
 	streaming?: boolean;
 }
 
-type DashboardComponentPayload = Record<string, unknown> & { type: string };
+export type DashboardComponentPayload = Record<string, unknown> & {
+	type: string;
+};
 
 type OutputSegment =
 	| { kind: "text"; text: string }
@@ -51,11 +57,19 @@ export function renderAgentOutputForSlack(
 		options
 	);
 	let convertedComponents = 0;
+	const charts: DashboardComponentPayload[] = [];
 	const markdown = segments
 		.map((segment) => {
 			if (segment.kind === "text") {
 				return segment.text.trim();
 			}
+			if (
+				options.extractCharts &&
+				isChartableComponent(segment.component.type)
+			) {
+				charts.push(segment.component);
+				return "";
+			}
 			convertedComponents++;
 			return renderDashboardComponent(segment.component);
 		})
@@ -63,7 +77,13 @@ export function renderAgentOutputForSlack(
 		.join("\n\n")
 		.trim();
 
-	return { convertedComponents, droppedComponents, markdown };
+	return { charts, convertedComponents, droppedComponents, markdown };
+}
+
+export function renderComponentMarkdown(
+	component: DashboardComponentPayload
+): string {
+	return renderDashboardComponent(component);
 }
 
 function parseAgentOutputSegments(
diff --git a/apps/slack/src/slack/respond.ts b/apps/slack/src/slack/respond.ts
index fed1810e1..80af89b17 100644
--- a/apps/slack/src/slack/respond.ts
+++ b/apps/slack/src/slack/respond.ts
@@ -3,8 +3,12 @@ import { isDatabuddyAgentUserError } from "@databuddy/ai/agent/errors";
 import type { RequestLogger } from "evlog";
 import type { DatabuddyAgentClient, SlackAgentRun } from "@/agent/agent-client";
 import { getSlackApiErrorCode, setSlackLog, toError } from "@/lib/evlog-slack";
+import { postChartImages } from "@/slack/chart-images";
 import { SLACK_COPY } from "@/slack/messages";
-import { renderAgentOutputForSlack } from "@/slack/output-adapter";
+import {
+	type DashboardComponentPayload,
+	renderAgentOutputForSlack,
+} from "@/slack/output-adapter";
 import type { SlackAgentClient } from "@/slack/types";
 
 const STREAM_FLUSH_INTERVAL_MS = 900;
@@ -37,7 +41,7 @@ type SayFn = (message: {
 interface StreamAgentToSlackOptions {
 	abortSignal?: AbortSignal;
 	agent: Pick<DatabuddyAgentClient, "stream">;
-	client: Pick<SlackAgentClient, "chat">;
+	client: Pick<SlackAgentClient, "chat" | "files">;
 	eventLog?: RequestLogger;
 	logger: LoggerLike;
 	run: SlackAgentRun;
@@ -85,6 +89,7 @@ export async function streamAgentToSlack({
 	let chunkCount = 0;
 	let convertedComponents = 0;
 	let droppedComponents = 0;
+	let charts: DashboardComponentPayload[] = [];
 	let lastFlushAt = Date.now();
 	let thinkingResolved = false;
 
@@ -120,9 +125,13 @@ export async function streamAgentToSlack({
 	};
 
 	const renderIncremental = (streaming: boolean) => {
-		const rendered = renderAgentOutputForSlack(fullText, { streaming });
+		const rendered = renderAgentOutputForSlack(fullText, {
+			extractCharts: true,
+			streaming,
+		});
 		convertedComponents = rendered.convertedComponents;
 		droppedComponents = rendered.droppedComponents;
+		charts = rendered.charts;
 		if (rendered.markdown.startsWith(safeMarkdown)) {
 			pending += rendered.markdown.slice(safeMarkdown.length);
 			safeMarkdown = rendered.markdown;
@@ -171,9 +180,10 @@ export async function streamAgentToSlack({
 					ts: streamTs,
 				});
 			}
+			await postChartImages({ charts, client, eventLog, logger, run, say });
 			return result;
 		}
-		return sendFinalMessage({
+		const result = await sendFinalMessage({
 			convertedComponents,
 			droppedComponents,
 			eventLog,
@@ -183,6 +193,8 @@ export async function streamAgentToSlack({
 			chunkCount,
 			startedAt,
 		});
+		await postChartImages({ charts, client, eventLog, logger, run, say });
+		return result;
 	} catch (error) {
 		const abortReason =
 			abortSignal?.aborted && typeof abortSignal.reason === "string"
diff --git a/apps/slack/src/slack/types.ts b/apps/slack/src/slack/types.ts
index 3cdcdb583..010052dc4 100644
--- a/apps/slack/src/slack/types.ts
+++ b/apps/slack/src/slack/types.ts
@@ -26,6 +26,7 @@ export interface SlackAgentClient {
 		WebClient["conversations"],
 		"history" | "info" | "replies"
 	>;
+	files: Pick<WebClient["files"], "uploadV2">;
 	reactions: Pick<WebClient["reactions"], "add">;
 }
 
diff --git a/bun.lock b/bun.lock
index b0712e945..bf85d67cb 100644
--- a/bun.lock
+++ b/bun.lock
@@ -378,6 +378,7 @@
       "dependencies": {
         "@databuddy/ai": "workspace:*",
         "@databuddy/api-keys": "workspace:*",
+        "@databuddy/charts": "workspace:*",
         "@databuddy/db": "workspace:*",
         "@databuddy/encryption": "workspace:*",
         "@databuddy/env": "workspace:*",

From b513ffb4fd8d19e83832d649cacfad4ad2f4f6ea Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 13:35:26 +0300
Subject: [PATCH 037/129] feat(insights): add noise floors and exclude the
 partial current day from detection

Add a minimum-affected-users floor (>=3) to error signals and a low-traffic
floor that drops count-based signals under 10 on sites below ~50 sessions/week,
so single-user error storms and tiny-count spikes stop becoming insights.

Exclude the current incomplete day from the z-score arm in both the insights
detector and the detect_anomalies MCP tool. Anchoring on a partial day compared
a half-finished day against full-day baselines, producing a structural ~-60%
false-positive drop on every site, mid-day, every day.
---
 apps/insights/src/detection.test.ts      | 139 +++++++++++++++++++++--
 apps/insights/src/detection.ts           |  65 ++++++++---
 dump.rdb                                 | Bin 0 -> 6323 bytes
 packages/ai/src/ai/mcp/insights-tools.ts |  15 ++-
 4 files changed, 192 insertions(+), 27 deletions(-)
 create mode 100644 dump.rdb

diff --git a/apps/insights/src/detection.test.ts b/apps/insights/src/detection.test.ts
index f108d83c7..568d78ff7 100644
--- a/apps/insights/src/detection.test.ts
+++ b/apps/insights/src/detection.test.ts
@@ -164,8 +164,8 @@ describe("adaptiveWowThreshold", () => {
 
 describe("detectSignals", () => {
 	describe("z-score detection", () => {
-		it("flags a spike on the latest day", async () => {
-			const start = dayjs().subtract(27, "day");
+		it("flags a spike on the latest complete day", async () => {
+			const start = dayjs().subtract(28, "day");
 			const normal = generateStableDays(27, {
 				visitors: 100,
 				sessions: 120,
@@ -198,8 +198,8 @@ describe("detectSignals", () => {
 			expect(Math.abs(visitorSignal!.zScore!)).toBeGreaterThanOrEqual(2.5);
 		});
 
-		it("flags a drop on the latest day", async () => {
-			const start = dayjs().subtract(27, "day");
+		it("flags a drop on the latest complete day", async () => {
+			const start = dayjs().subtract(28, "day");
 			const normal = generateStableDays(27, {
 				visitors: 200,
 				sessions: 250,
@@ -286,6 +286,36 @@ describe("detectSignals", () => {
 			expect(visitorSignal).toBeUndefined();
 		});
 
+		it("ignores the current partial day when picking the latest", async () => {
+			const start = dayjs().subtract(28, "day");
+			const normal = generateStableDays(28, {
+				visitors: 100,
+				sessions: 120,
+				pageviews: 200,
+				bounce_rate: 40,
+				median_session_duration: 60,
+			}, start);
+
+			const partialToday = {
+				date: dayjs().format("YYYY-MM-DD"),
+				visitors: 8,
+				sessions: 10,
+				pageviews: 15,
+				bounce_rate: 40,
+				median_session_duration: 60,
+			};
+
+			const rows = makeDailyRows([...normal, partialToday]);
+			const signals = await detectSignals(BASE_PARAMS, createMockQueryFn(rows));
+
+			expect(
+				signals.some(
+					(s) => s.method === "zscore" && s.current === 8
+				)
+			).toBe(false);
+			expect(signals.filter((s) => s.method === "zscore")).toHaveLength(0);
+		});
+
 		it("requires at least 7 days of data", async () => {
 			const start = dayjs().subtract(4, "day");
 			const days = generateStableDays(5, {
@@ -401,7 +431,7 @@ describe("detectSignals", () => {
 
 	describe("severity tiers", () => {
 		it("assigns critical for large spikes", async () => {
-			const start = dayjs().subtract(27, "day");
+			const start = dayjs().subtract(28, "day");
 			const normal = generateStableDays(27, {
 				visitors: 100,
 				sessions: 120,
@@ -437,7 +467,7 @@ describe("detectSignals", () => {
 
 	describe("deduplication", () => {
 		it("keeps highest delta per metric when both methods fire", async () => {
-			const start = dayjs().subtract(27, "day");
+			const start = dayjs().subtract(28, "day");
 			const normal = generateStableDays(27, {
 				visitors: 100,
 				sessions: 120,
@@ -744,7 +774,10 @@ describe("detectSignals", () => {
 	describe("error detection", () => {
 		it("flags error count spike above 40%", async () => {
 			const queryFn = createMockQueryFn([], {}, {}, {
-				error_summary: [{ totalErrors: 50 }, { totalErrors: 20 }],
+				error_summary: [
+					{ totalErrors: 50, affectedUsers: 8 },
+					{ totalErrors: 20, affectedUsers: 5 },
+				],
 			});
 
 			const signals = await detectSignals(BASE_PARAMS, queryFn);
@@ -756,12 +789,102 @@ describe("detectSignals", () => {
 
 		it("skips errors below absolute threshold", async () => {
 			const queryFn = createMockQueryFn([], {}, {}, {
-				error_summary: [{ totalErrors: 3 }, { totalErrors: 1 }],
+				error_summary: [
+					{ totalErrors: 3, affectedUsers: 3 },
+					{ totalErrors: 1, affectedUsers: 1 },
+				],
+			});
+
+			const signals = await detectSignals(BASE_PARAMS, queryFn);
+			expect(signals.find((s) => s.metric === "error_count")).toBeUndefined();
+		});
+
+		it("suppresses a single-user error storm regardless of volume", async () => {
+			const queryFn = createMockQueryFn([], {}, {}, {
+				error_summary: [
+					{ totalErrors: 168, affectedUsers: 1 },
+					{ totalErrors: 10, affectedUsers: 1 },
+				],
 			});
 
 			const signals = await detectSignals(BASE_PARAMS, queryFn);
 			expect(signals.find((s) => s.metric === "error_count")).toBeUndefined();
 		});
+
+		it("keeps an error recovery when the previous week had enough affected users", async () => {
+			const queryFn = createMockQueryFn([], {}, {}, {
+				error_summary: [
+					{ totalErrors: 12, affectedUsers: 2 },
+					{ totalErrors: 60, affectedUsers: 15 },
+				],
+			});
+
+			const signals = await detectSignals(BASE_PARAMS, queryFn);
+			const errorSignal = signals.find((s) => s.metric === "error_count");
+			expect(errorSignal).toBeDefined();
+			expect(errorSignal!.direction).toBe("down");
+		});
+	});
+
+	describe("low-traffic floor", () => {
+		const lowTrafficDays = () => {
+			const start = dayjs().subtract(27, "day");
+			return makeDailyRows(
+				generateStableDays(
+					28,
+					{
+						visitors: 3,
+						sessions: 4,
+						pageviews: 6,
+						bounce_rate: 40,
+						median_session_duration: 60,
+					},
+					start
+				)
+			);
+		};
+
+		it("suppresses small-count custom event spikes on low-traffic sites", async () => {
+			const queryFn = createMockQueryFn(lowTrafficDays(), {}, {}, {
+				custom_events_discovery: [
+					{ event_name: "signup_started", total_events: 9 },
+					{ event_name: "signup_started", total_events: 4 },
+				],
+			});
+
+			const signals = await detectSignals(BASE_PARAMS, queryFn);
+			expect(
+				signals.find((s) => s.metric === "custom_event:signup_started")
+			).toBeUndefined();
+		});
+
+		it("keeps the same spike on a site with normal traffic", async () => {
+			const start = dayjs().subtract(27, "day");
+			const rows = makeDailyRows(
+				generateStableDays(
+					28,
+					{
+						visitors: 100,
+						sessions: 120,
+						pageviews: 200,
+						bounce_rate: 40,
+						median_session_duration: 60,
+					},
+					start
+				)
+			);
+			const queryFn = createMockQueryFn(rows, {}, {}, {
+				custom_events_discovery: [
+					{ event_name: "signup_started", total_events: 9 },
+					{ event_name: "signup_started", total_events: 4 },
+				],
+			});
+
+			const signals = await detectSignals(BASE_PARAMS, queryFn);
+			expect(
+				signals.find((s) => s.metric === "custom_event:signup_started")
+			).toBeDefined();
+		});
 	});
 
 	describe("revenue detection", () => {
diff --git a/apps/insights/src/detection.ts b/apps/insights/src/detection.ts
index 7823a419d..b7ca031fc 100644
--- a/apps/insights/src/detection.ts
+++ b/apps/insights/src/detection.ts
@@ -93,6 +93,9 @@ const FILTER_SESSION_DURATION_MIN_PEAK = 20;
 const FILTER_BOUNCE_MIN_DELTA = 10;
 const FILTER_ERROR_MIN_DELTA = 5;
 const FILTER_ERROR_MIN_PEAK = 10;
+const ERROR_MIN_AFFECTED_USERS = 3;
+const LOW_TRAFFIC_WEEKLY_SESSIONS = 50;
+const LOW_TRAFFIC_MIN_VALUE = 10;
 const FILTER_TRAFFIC_MIN_PEAK = 80;
 const FILTER_TRAFFIC_MIN_DELTA = 50;
 const ADAPTIVE_CV_SCALE = 200;
@@ -196,6 +199,21 @@ function passesImpactFilter(signal: DetectedSignal): boolean {
 	return filter ? filter(signal) : DEFAULT_TRAFFIC_FILTER(signal);
 }
 
+const RATE_METRICS = new Set(["bounce_rate", "session_duration", "lcp", "inp"]);
+
+export function passesLowTrafficFloor(
+	signal: DetectedSignal,
+	weeklySessions: number
+): boolean {
+	if (weeklySessions >= LOW_TRAFFIC_WEEKLY_SESSIONS) {
+		return true;
+	}
+	if (RATE_METRICS.has(signal.metric)) {
+		return true;
+	}
+	return Math.max(signal.current, signal.baseline) >= LOW_TRAFFIC_MIN_VALUE;
+}
+
 export function safeDeltaPercent(current: number, previous: number): number {
 	if (previous === 0) {
 		return current === 0 ? 0 : 100;
@@ -281,9 +299,10 @@ export async function detectSignals(
 		timezone
 	);
 
-	const sorted = [...rows].sort((a, b) =>
-		String(a.date ?? "").localeCompare(String(b.date ?? ""))
-	);
+	const todayStr = today.format("YYYY-MM-DD");
+	const sorted = [...rows]
+		.sort((a, b) => String(a.date ?? "").localeCompare(String(b.date ?? "")))
+		.filter((row) => String(row.date ?? "") !== todayStr);
 
 	const zscoreSignals = detectZscore(sorted);
 
@@ -320,7 +339,17 @@ export async function detectSignals(
 		}
 	}
 
-	const filtered = [...byMetric.values()].filter(passesImpactFilter);
+	const windowSessions = sorted.reduce(
+		(sum, row) => sum + numberField(row, "sessions"),
+		0
+	);
+	const weeklySessions = (windowSessions / Math.max(1, sorted.length)) * 7;
+
+	const filtered = [...byMetric.values()].filter(
+		(signal) =>
+			passesImpactFilter(signal) &&
+			passesLowTrafficFloor(signal, weeklySessions)
+	);
 
 	const collapsed = collapseCorrelated(filtered);
 
@@ -491,16 +520,24 @@ async function detectWow(
 
 	const errNow = numberField(currentErrors[0], "totalErrors");
 	const errPrev = numberField(previousErrors[0], "totalErrors");
-	if (errPrev === 0 && errNow >= FILTER_ERROR_MIN_PEAK) {
-		signals.push(makeWowSignal("error_count", "Errors", errNow, 0, currentTo));
-	} else if (
-		errNow > 0 &&
-		errPrev > 0 &&
-		Math.abs(safeDeltaPercent(errNow, errPrev)) >= WOW_ERROR_THRESHOLD
-	) {
-		signals.push(
-			makeWowSignal("error_count", "Errors", errNow, errPrev, currentTo)
-		);
+	const errAffectedUsers = Math.max(
+		numberField(currentErrors[0], "affectedUsers"),
+		numberField(previousErrors[0], "affectedUsers")
+	);
+	if (errAffectedUsers >= ERROR_MIN_AFFECTED_USERS) {
+		if (errPrev === 0 && errNow >= FILTER_ERROR_MIN_PEAK) {
+			signals.push(
+				makeWowSignal("error_count", "Errors", errNow, 0, currentTo)
+			);
+		} else if (
+			errNow > 0 &&
+			errPrev > 0 &&
+			Math.abs(safeDeltaPercent(errNow, errPrev)) >= WOW_ERROR_THRESHOLD
+		) {
+			signals.push(
+				makeWowSignal("error_count", "Errors", errNow, errPrev, currentTo)
+			);
+		}
 	}
 
 	const revNow = numberField(currentRevenue[0], "total_revenue");
diff --git a/dump.rdb b/dump.rdb
new file mode 100644
index 0000000000000000000000000000000000000000..04921c181769176f92974ce6b47ebf3656c08f65
GIT binary patch
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diff --git a/packages/ai/src/ai/mcp/insights-tools.ts b/packages/ai/src/ai/mcp/insights-tools.ts
index 45a332c6d..f01aeb0fb 100644
--- a/packages/ai/src/ai/mcp/insights-tools.ts
+++ b/packages/ai/src/ai/mcp/insights-tools.ts
@@ -1274,12 +1274,17 @@ const detectAnomaliesTool = defineMcpTool(
 				timezone
 			)) as DailyRow[];
 
-			if (rows.length < 7) {
-				insufficientDataHint = `Insufficient data for z-score: need at least 7 days, got ${rows.length}.`;
-			} else {
-				const sorted = [...rows].sort((a, b) =>
+			const todayStr = today.format("YYYY-MM-DD");
+			const completeRows = [...rows]
+				.sort((a, b) =>
 					String(a.date ?? "").localeCompare(String(b.date ?? ""))
-				);
+				)
+				.filter((r) => String(r.date ?? "") !== todayStr);
+
+			if (completeRows.length < 7) {
+				insufficientDataHint = `Insufficient data for z-score: need at least 7 complete days, got ${completeRows.length}.`;
+			} else {
+				const sorted = completeRows;
 				const latest = sorted.at(-1);
 				const baseline = sorted.slice(0, -1);
 

From 3a624eb76953681550a8389e3fb322194e46ec41 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 13:35:49 +0300
Subject: [PATCH 038/129] feat(insights): redesign slack digest with block-kit
 cards, cap, and threaded detail

Replace the wall-of-text section with scannable Block Kit: severity-emoji
titles, a muted context chip per card, quoted one-line evidence, an Open button
deep-linking to the dashboard insight, and dividers. Add a summary chip under
the header counting fixes/reviews/wins/escalations and the week range.

Cap delivery at 3 cards (attention is a limited budget) and move supporting
numbers, root cause, and evidence into a single threaded reply so the channel
stays compact. Render recurrence escalations as terse one-line sections.
Drop the generic impact line when no impact summary is present. Add DASHBOARD_URL
for insight deep links.
---
 apps/insights/src/delivery.test.ts | 340 ++++++++++++++++++----------
 apps/insights/src/delivery.ts      | 343 +++++++++++++++++++++--------
 packages/env/src/insights.ts       |   1 +
 3 files changed, 479 insertions(+), 205 deletions(-)

diff --git a/apps/insights/src/delivery.test.ts b/apps/insights/src/delivery.test.ts
index f8a7a8c08..ea372a139 100644
--- a/apps/insights/src/delivery.test.ts
+++ b/apps/insights/src/delivery.test.ts
@@ -1,31 +1,45 @@
 import { describe, expect, it } from "bun:test";
-import { buildBlocks, buildFallbackText } from "./delivery";
+import { buildBlocks, buildFallbackText, buildThreadBlocks } from "./delivery";
 
-function sectionText(blocks: ReturnType<typeof buildBlocks>, index: number) {
+type Blocks = ReturnType<typeof buildBlocks>;
+
+function sectionText(blocks: Blocks, index: number) {
 	return blocks[index]?.text?.text ?? "";
 }
 
-describe("Slack insight digest markdown", () => {
+function contextText(blocks: Blocks, index: number) {
+	const element = blocks[index]?.elements?.[0] as
+		| { text?: string }
+		| undefined;
+	return element?.text ?? "";
+}
+
+function accessoryUrl(blocks: Blocks, index: number) {
+	const accessory = blocks[index]?.accessory as { url?: string } | undefined;
+	return accessory?.url ?? "";
+}
+
+const goalInsight = {
+	actions: [{ label: "Switch goal to /billing contains" }],
+	currentPeriodFrom: "2026-06-28",
+	currentPeriodTo: "2026-07-04",
+	description:
+		"The goal only matches /billing, but 15 of 32 billing visitors landed on /billing/plans or /billing/history.",
+	id: "goal-insight",
+	impactSummary: "  Billing interest is stronger than the goal reports.  ",
+	severity: "warning",
+	sentiment: "negative",
+	suggestion: "Edit the Pricing viewers goal and include nested billing routes.",
+	title: "Pricing intent is undercounted by about 47%",
+	type: "conversion_leak",
+};
+
+describe("Slack insight digest blocks", () => {
 	it("uses the website name with domain in the header", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
 			"app.databuddy.cc",
-			[
-				{
-					actions: [{ label: "Switch goal to /billing contains" }],
-					description:
-						"The goal only matches /billing, but 15 of 32 billing visitors landed on /billing/plans or /billing/history.",
-					id: "insight-1",
-					impactSummary:
-						"Billing interest is stronger than the goal reports.",
-					severity: "warning",
-					sentiment: "negative",
-					suggestion:
-						"Edit the goal id 019d7dac-6c23-7000-b8b0-b5cacc81db79.",
-					title: "Pricing intent is undercounted by about 47%",
-					type: "conversion_leak",
-				},
-			],
+			[goalInsight],
 			[]
 		);
 
@@ -37,66 +51,80 @@ describe("Slack insight digest markdown", () => {
 		);
 	});
 
-	it("renders each card as label, title, evidence, impact, and next action", () => {
+	it("renders summary chip, title with link button, quoted evidence, and label chip", () => {
+		const blocks = buildBlocks(
+			"Databuddy",
+			"app.databuddy.cc",
+			[goalInsight],
+			[]
+		);
+
+		expect(blocks.map((b) => b.type)).toEqual([
+			"header",
+			"context",
+			"section",
+			"section",
+			"context",
+		]);
+		expect(contextText(blocks, 1)).toBe("1 fix · week of Jun 28 to Jul 4");
+		expect(sectionText(blocks, 2)).toBe(
+			":red_circle: *Pricing intent is undercounted by about 47%*"
+		);
+		expect(accessoryUrl(blocks, 2)).toContain("/insights#insight-goal-insight");
+		expect(sectionText(blocks, 3)).toContain(">The goal only matches");
+		expect(sectionText(blocks, 3)).toContain(
+			"\nBilling interest is stronger than the goal reports."
+		);
+		expect(contextText(blocks, 4)).toBe("Fix · Goal tracking");
+	});
+
+	it("counts mixed labels in the summary chip and omits the period when missing", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
 			"app.databuddy.cc",
 			[
+				{ ...goalInsight, currentPeriodFrom: null, currentPeriodTo: null },
 				{
-					actions: [{ label: "Switch goal to /billing contains" }],
-					description:
-						"The goal only matches /billing, but 15 of 32 billing visitors landed on /billing/plans or /billing/history.",
-					id: "goal-insight",
-					impactSummary:
-						"  Billing interest is stronger than the goal reports.  ",
-					severity: "warning",
-					sentiment: "negative",
-					suggestion:
-						"Edit the Pricing viewers goal and include nested billing routes.",
-					title: "Pricing intent is undercounted by about 47%",
-					type: "conversion_leak",
-				},
-				{
-					actions: [{ label: "Fix clipboard copy on /onboarding" }],
-					description:
-						"A single /onboarding session produced 94% of this week's errors after Firefox blocked clipboard access.",
-					id: "error-insight",
-					impactSummary:
-						"The error feed is being distorted by one retry loop.",
-					severity: "warning",
-					sentiment: "negative",
-					suggestion:
-						"Wrap navigator.clipboard.writeText in a try/catch with document.execCommand('copy').",
-					title: "One Firefox session caused 168 clipboard errors",
-					type: "persistent_error_hotspot",
+					...goalInsight,
+					currentPeriodFrom: null,
+					currentPeriodTo: null,
+					id: "trend",
+					sentiment: "positive",
+					type: "positive_trend",
 				},
 			],
 			[]
 		);
 
-		expect(blocks).toHaveLength(3);
-		expect(sectionText(blocks, 1)).toContain("*Fix · Goal tracking*");
-		expect(sectionText(blocks, 1)).toContain(
-			"*Pricing intent is undercounted by about 47%*"
-		);
-		expect(sectionText(blocks, 1)).toContain("Evidence: The goal only matches");
-		expect(sectionText(blocks, 1)).toContain(
-			"Why it matters: Billing interest is stronger"
-		);
-		expect(sectionText(blocks, 1)).not.toContain(
-			"Why it matters:   Billing"
+		expect(contextText(blocks, 1)).toBe("1 fix · 1 win");
+	});
+
+	it("omits the impact line when no impact summary exists", () => {
+		const blocks = buildBlocks(
+			"Databuddy",
+			"app.databuddy.cc",
+			[{ ...goalInsight, impactSummary: null }],
+			[]
 		);
-		expect(sectionText(blocks, 1)).toContain(
-			"Next: Switch goal to /billing contains"
+
+		expect(sectionText(blocks, 3)).toBe(
+			">The goal only matches /billing, but 15 of 32 billing visitors landed on /billing/plans or /billing/history."
 		);
-		expect(sectionText(blocks, 2)).toContain("*Fix · Error volume*");
-		expect(sectionText(blocks, 2)).toContain(
-			"Next: Fix clipboard copy on /onboarding"
+	});
+
+	it("separates insights with dividers but does not trail one", () => {
+		const blocks = buildBlocks(
+			"Databuddy",
+			"app.databuddy.cc",
+			[goalInsight, { ...goalInsight, id: "second" }],
+			[]
 		);
-		expect(sectionText(blocks, 1)).not.toContain("One Firefox");
+
+		expect(blocks.filter((b) => b.type === "divider")).toHaveLength(1);
+		expect(blocks.at(-1)?.type).toBe("context");
 	});
 
-	it("does not expose raw IDs or code-heavy suggestions in visible Slack copy", () => {
+	it("does not expose raw IDs in visible Slack copy", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
 			"app.databuddy.cc",
@@ -108,8 +136,7 @@ describe("Slack insight digest markdown", () => {
 					id: "duplicate-funnel",
 					severity: "warning",
 					sentiment: "negative",
-					suggestion:
-						"Delete funnel 019d7dac-6c23-7000-b8b0-b5cacc81db79 and run document.execCommand('copy') in the console.",
+					suggestion: "Delete funnel 019d7dac-6c23-7000-b8b0-b5cacc81db79.",
 					title:
 						"Duplicate funnel 019d7dac-6c23-7000-b8b0-b5cacc81db79 is active",
 					type: "funnel_regression",
@@ -118,89 +145,102 @@ describe("Slack insight digest markdown", () => {
 			[]
 		);
 
-		const text = sectionText(blocks, 1);
-		expect(text).toContain("*Cleanup · Funnel config*");
-		expect(text).toContain("*Duplicate funnel the affected item is active*");
-		expect(text).toContain("Evidence: Two funnels share ids the affected item");
-		expect(text).toContain(
-			"Next: Review the funnel configuration and remove duplicate setup if present."
+		expect(sectionText(blocks, 2)).toContain(
+			"*Duplicate funnel the affected item is active*"
 		);
-		expect(text).not.toContain("019d7dac");
-		expect(text).not.toContain("document.execCommand");
-		expect(text).not.toContain("Delete funnel");
+		expect(sectionText(blocks, 3)).toContain(
+			">Two funnels share ids the affected item"
+		);
+		expect(contextText(blocks, 4)).toBe("Cleanup · Funnel config");
+		for (const block of blocks) {
+			expect(block.text?.text ?? "").not.toContain("019d7dac");
+		}
 	});
 
-	it("filters code-heavy action labels before choosing the next action", () => {
+	it("marks cross-site patterns in the label chip", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
 			"app.databuddy.cc",
+			[goalInsight],
 			[
 				{
-					actions: [{ label: "Run document.execCommand('copy')" }],
-					description: "Clipboard errors increased on onboarding.",
-					id: "clipboard-action",
-					severity: "warning",
-					sentiment: "negative",
-					suggestion: "Review the onboarding clipboard flow.",
-					title: "Clipboard errors increased",
-					type: "persistent_error_hotspot",
-				},
-			],
-			[]
+					insightIds: ["goal-insight"],
+					websiteIds: ["site-a", "site-b", "site-c"],
+				} as never,
+			]
 		);
 
-		const text = sectionText(blocks, 1);
-		expect(text).toContain("Next: Review the onboarding clipboard flow.");
-		expect(text).not.toContain("document.execCommand");
+		expect(contextText(blocks, 4)).toBe(
+			"Fix · Goal tracking · part of a pattern across 3 sites"
+		);
 	});
 
-	it("keeps human-readable error handling suggestions", () => {
+	it("handles legacy insight rows without type or sentiment fields", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
 			"app.databuddy.cc",
 			[
 				{
-					actions: [],
-					description: "Form submissions failed during a network blip.",
-					id: "network-errors",
+					description: "A historical insight row was missing newer metadata.",
+					id: "legacy-insight",
 					severity: "warning",
-					sentiment: "negative",
-					suggestion:
-						"Wrap the form submission in a try/catch block to handle network errors.",
-					title: "Signup form errors increased",
-					type: "error_spike",
+					suggestion: "Review this legacy insight.",
+					title: "Legacy insight still renders",
 				},
 			],
 			[]
 		);
 
-		expect(sectionText(blocks, 1)).toContain(
-			"Next: Wrap the form submission in a try/catch block"
-		);
+		expect(contextText(blocks, 1)).toBe("1 fix");
+		expect(contextText(blocks, 4)).toBe("Fix · Priority signal");
+		expect(sectionText(blocks, 2)).toStartWith(":red_circle:");
 	});
 
-	it("handles legacy insight rows without type or sentiment fields", () => {
+	it("renders escalations as compact one-line sections after the cards", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
 			"app.databuddy.cc",
+			[goalInsight],
+			[],
 			[
 				{
-					description: "A historical insight row was missing newer metadata.",
-					id: "legacy-insight",
-					severity: "warning",
-					suggestion: "Review this legacy insight.",
-					title: "Legacy insight still renders",
+					...goalInsight,
+					id: "flag-telemetry",
+					title: "Feature-flag telemetry stayed near-silent this week",
 				},
-			],
-			[]
+			]
+		);
+
+		expect(contextText(blocks, 1)).toBe(
+			"1 fix · 1 escalation · week of Jun 28 to Jul 4"
+		);
+		const last = blocks.at(-1);
+		expect(last?.type).toBe("section");
+		expect(last?.text?.text).toContain(":small_red_triangle_up:");
+		expect(last?.text?.text).toContain(
+			"Feature-flag telemetry stayed near-silent this week"
+		);
+		expect(last?.text?.text).toContain("Still open and now worse");
+		expect(blocks.filter((b) => b.type === "divider")).toHaveLength(1);
+	});
+
+	it("renders an escalation-only digest without cards", () => {
+		const blocks = buildBlocks(
+			"Databuddy",
+			"app.databuddy.cc",
+			[],
+			[],
+			[goalInsight]
 		);
 
-		const text = sectionText(blocks, 1);
-		expect(text).toContain("*Fix · Priority signal*");
-		expect(text).toContain("Next: Review this legacy insight.");
+		expect(contextText(blocks, 1)).toBe(
+			"1 escalation · week of Jun 28 to Jul 4"
+		);
+		expect(blocks.filter((b) => b.type === "divider")).toHaveLength(0);
+		expect(blocks.at(-1)?.type).toBe("section");
 	});
 
-	it("falls back to the domain when no website name exists", () => {
+	it("uses the green marker and domain fallback for positive trends", () => {
 		const blocks = buildBlocks(
 			null,
 			"example.com",
@@ -219,7 +259,75 @@ describe("Slack insight digest markdown", () => {
 		);
 
 		expect(blocks[0]?.text?.text).toBe("Insights for example.com");
-		expect(sectionText(blocks, 1)).toContain("*Opportunity · Acquisition*");
-		expect(sectionText(blocks, 1)).toContain("Next: Annotate the campaign.");
+		expect(contextText(blocks, 1)).toBe("1 win");
+		expect(sectionText(blocks, 2)).toStartWith(":large_green_circle:");
+		expect(contextText(blocks, 4)).toBe("Opportunity · Acquisition");
+	});
+});
+
+describe("buildThreadBlocks", () => {
+	const detailed = {
+		currentPeriodFrom: "2026-06-28",
+		currentPeriodTo: "2026-07-04",
+		description: "48 people started signup but only 5 finished.",
+		evidence: [
+			{ description: "67 of 67 onboarding visitors exit on that page." },
+		],
+		id: "goal-insight",
+		metrics: [
+			{ label: "Signups started", current: 48, previous: 10, format: "number" },
+			{ label: "Signups completed", current: 5, previous: 38, format: "number" },
+		],
+		rootCause: "The onboarding step handler throws before completion.",
+		severity: "warning",
+		suggestion: "Trace a failing signup session.",
+		title: "Signup leak deepened",
+		type: "conversion_leak",
+	} as never;
+
+	it("renders metrics with before/after, root cause, and evidence", () => {
+		const blocks = buildThreadBlocks([detailed]);
+		expect(blocks).toHaveLength(1);
+		const text = blocks[0]?.text?.text ?? "";
+		expect(text).toContain("*Signup leak deepened*");
+		expect(text).toContain("Signups started: 48 (was 10)");
+		expect(text).toContain("Signups completed: 5 (was 38)");
+		expect(text).toContain("_Why:_ The onboarding step handler");
+		expect(text).toContain("67 of 67 onboarding visitors");
+	});
+
+	it("skips insights with no metrics, evidence, or root cause", () => {
+		const bare = {
+			description: "d",
+			id: "bare",
+			severity: "info",
+			suggestion: "s",
+			title: "Bare card",
+		} as never;
+		expect(buildThreadBlocks([bare])).toHaveLength(0);
+	});
+
+	it("formats percent and duration metrics", () => {
+		const perf = {
+			description: "d",
+			id: "perf",
+			metrics: [
+				{ label: "Bounce rate", current: 62, previous: 40, format: "percent" },
+				{ label: "Load time", current: 3200, format: "duration_ms" },
+			],
+			severity: "warning",
+			suggestion: "s",
+			title: "Perf card",
+		} as never;
+		const text = buildThreadBlocks([perf])[0]?.text?.text ?? "";
+		expect(text).toContain("Bounce rate: 62% (was 40%)");
+		expect(text).toContain("Load time: 3,200ms");
+	});
+
+	it("includes escalation detail after capped card detail", () => {
+		const escalation = { ...detailed, id: "esc", title: "Still open" };
+		const blocks = buildThreadBlocks([detailed], [escalation]);
+		expect(blocks).toHaveLength(2);
+		expect(blocks[1]?.text?.text).toContain("*Still open*");
 	});
 });
diff --git a/apps/insights/src/delivery.ts b/apps/insights/src/delivery.ts
index 837d7f75c..af2b90bf0 100644
--- a/apps/insights/src/delivery.ts
+++ b/apps/insights/src/delivery.ts
@@ -1,4 +1,5 @@
 import { and, db, eq, isNull } from "@databuddy/db";
+import dayjs from "dayjs";
 import {
 	type InsightDelivery,
 	insightGenerationConfigs,
@@ -10,7 +11,7 @@ import type { ChainAssignment } from "./chain-detection";
 import { captureInsightsError, emitInsightsEvent } from "./lib/evlog-insights";
 
 const SLACK_POST_URL = "https://slack.com/api/chat.postMessage";
-const MAX_DIGEST_INSIGHTS = 5;
+const MAX_DIGEST_INSIGHTS = 3;
 const SLACK_HEADER_MAX = 150;
 const SLACK_SECTION_TEXT_MAX = 3000;
 
@@ -18,11 +19,27 @@ function truncate(value: string, max: number): string {
 	return value.length > max ? `${value.slice(0, max - 1)}…` : value;
 }
 
+interface DigestMetric {
+	current: number;
+	format?: "number" | "percent" | "duration_ms" | "duration_s";
+	label: string;
+	previous?: number | null;
+}
+
+interface DigestEvidence {
+	description: string;
+}
+
 interface DigestInsight {
 	actions?: { label: string }[] | null;
+	currentPeriodFrom?: string | null;
+	currentPeriodTo?: string | null;
 	description: string;
+	evidence?: DigestEvidence[] | null;
 	id: string;
 	impactSummary?: string | null;
+	metrics?: DigestMetric[] | null;
+	rootCause?: string | null;
 	sentiment?: string | null;
 	severity: string;
 	suggestion: string;
@@ -31,7 +48,9 @@ interface DigestInsight {
 }
 
 interface SlackBlock {
-	text?: { text: string; type: string };
+	accessory?: unknown;
+	elements?: unknown[];
+	text?: { emoji?: boolean; text: string; type: string };
 	type: string;
 }
 
@@ -44,13 +63,6 @@ function escapeMrkdwn(value: string): string {
 
 const FULL_UUID_PATTERN =
 	/\b[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}\b/gi;
-const IMPLEMENTATION_DETAIL_MARKERS = [
-	"document.",
-	"navigator.",
-	"execcommand",
-	"writetext",
-	".catch(",
-] as const;
 const TRUNCATED_UUID_PATTERN = /\b[0-9a-f]{8}-[0-9a-f]{4}-\.\.\./gi;
 
 function userVisibleCopy(value: string): string {
@@ -168,86 +180,89 @@ function digestLabel(insight: DigestInsight): string {
 	}
 }
 
-function fallbackWhyItMatters(insight: DigestInsight): string {
-	switch (insight.type) {
-		case "referrer_change":
-		case "traffic_spike":
-		case "positive_trend":
-			return "This is a channel or segment worth repeating while the context is fresh.";
-		case "conversion_leak":
-			return "Conversion analysis starts from bad data until this tracking is fixed.";
-		case "funnel_regression":
-			return "Funnel reports can double-count or hide the real drop-off until this is cleaned up.";
-		case "error_spike":
-		case "new_errors":
-		case "persistent_error_hotspot":
-		case "error_impact":
-			return "This can distort error reporting and may block affected users.";
-		case "vitals_degraded":
-		case "performance":
-			return "Slow or unstable pages can make the affected flow feel unreliable.";
-		default:
-			return "This changes which follow-up should happen next.";
+function digestEmoji(label: string): string {
+	if (label.startsWith("Fix")) {
+		return ":red_circle:";
 	}
-}
-
-function fallbackNextAction(insight: DigestInsight): string {
-	switch (insight.type) {
-		case "referrer_change":
-		case "traffic_spike":
-		case "positive_trend":
-			return "Add an annotation so future weeks have context.";
-		case "conversion_leak":
-			return "Fix the goal or funnel configuration.";
-		case "funnel_regression":
-			return "Review the funnel configuration and remove duplicate setup if present.";
-		case "error_spike":
-		case "new_errors":
-		case "persistent_error_hotspot":
-		case "error_impact":
-			return "Create a fix task for the affected flow.";
-		case "vitals_degraded":
-		case "performance":
-			return "Profile the affected route and fix the slowest step.";
-		default:
-			return "Review this insight in Databuddy.";
+	if (label.startsWith("Opportunity") || label.startsWith("Improvement")) {
+		return ":large_green_circle:";
 	}
+	return ":large_yellow_circle:";
 }
 
-function visibleSuggestion(value: string): string | null {
-	const copy = userVisibleCopy(value).trim();
-	if (!copy) {
-		return null;
-	}
+function insightUrl(insightId: string): string {
+	const base = env.DASHBOARD_URL ?? "https://app.databuddy.cc";
+	return `${base}/insights#insight-${insightId}`;
+}
 
-	const lowerCopy = copy.toLowerCase();
-	if (
-		IMPLEMENTATION_DETAIL_MARKERS.some((marker) => lowerCopy.includes(marker))
-	) {
-		return null;
-	}
+function quoted(value: string): string {
+	return value
+		.split("\n")
+		.map((line) => `>${line}`)
+		.join("\n");
+}
 
-	return copy;
+function formatPeriodDay(value: string): string {
+	const parsed = dayjs(value);
+	return parsed.isValid() ? parsed.format("MMM D") : value;
 }
 
-function nextAction(insight: DigestInsight): string {
-	const label = (insight.actions ?? [])
-		.map((action) => visibleSuggestion(action.label))
-		.find((value): value is string => Boolean(value));
-	return (
-		label ??
-		visibleSuggestion(insight.suggestion) ??
-		fallbackNextAction(insight)
+function summaryChip(
+	insights: DigestInsight[],
+	escalations: DigestInsight[]
+): string {
+	const escalationCount = escalations.length;
+	let fixes = 0;
+	let reviews = 0;
+	let wins = 0;
+	for (const insight of insights) {
+		const label = digestLabel(insight);
+		if (label.startsWith("Fix")) {
+			fixes += 1;
+		} else if (
+			label.startsWith("Opportunity") ||
+			label.startsWith("Improvement")
+		) {
+			wins += 1;
+		} else {
+			reviews += 1;
+		}
+	}
+	const parts: string[] = [];
+	if (fixes > 0) {
+		parts.push(`${fixes} ${fixes === 1 ? "fix" : "fixes"}`);
+	}
+	if (reviews > 0) {
+		parts.push(`${reviews} ${reviews === 1 ? "review" : "reviews"}`);
+	}
+	if (wins > 0) {
+		parts.push(`${wins} ${wins === 1 ? "win" : "wins"}`);
+	}
+	if (escalationCount > 0) {
+		parts.push(
+			`${escalationCount} ${escalationCount === 1 ? "escalation" : "escalations"}`
+		);
+	}
+	const withPeriod = [...insights, ...escalations].find(
+		(insight) => insight.currentPeriodFrom && insight.currentPeriodTo
 	);
+	if (withPeriod?.currentPeriodFrom && withPeriod.currentPeriodTo) {
+		parts.push(
+			`week of ${formatPeriodDay(withPeriod.currentPeriodFrom)} to ${formatPeriodDay(withPeriod.currentPeriodTo)}`
+		);
+	}
+	return parts.join(" · ");
 }
 
 export function buildBlocks(
 	websiteName: string | null | undefined,
 	websiteDomain: string,
 	insights: DigestInsight[],
-	chains: ChainAssignment[]
+	chains: ChainAssignment[],
+	escalations: DigestInsight[] = []
 ): SlackBlock[] {
 	const websiteLabel = formatWebsiteLabel(websiteName, websiteDomain);
+	const visible = insights.slice(0, MAX_DIGEST_INSIGHTS);
 	const blocks: SlackBlock[] = [
 		{
 			type: "header",
@@ -256,21 +271,147 @@ export function buildBlocks(
 				text: truncate(`Insights for ${websiteLabel}`, SLACK_HEADER_MAX),
 			},
 		},
+		{
+			type: "context",
+			elements: [
+				{
+					type: "mrkdwn",
+					text: truncate(summaryChip(visible, escalations), 255),
+				},
+			],
+		},
 	];
-	for (const insight of insights.slice(0, MAX_DIGEST_INSIGHTS)) {
-		const whyItMatters =
-			insight.impactSummary?.trim() || fallbackWhyItMatters(insight);
-		const lines = [
-			`*${escapeMrkdwn(digestLabel(insight))}*`,
-			`*${escapeMrkdwn(userVisibleCopy(insight.title))}*`,
-			`Evidence: ${escapeMrkdwn(userVisibleCopy(insight.description))}`,
-			`Why it matters: ${escapeMrkdwn(userVisibleCopy(whyItMatters))}`,
-			`Next: ${escapeMrkdwn(userVisibleCopy(nextAction(insight)))}`,
+	for (const [index, insight] of visible.entries()) {
+		const label = digestLabel(insight);
+		blocks.push({
+			type: "section",
+			text: {
+				type: "mrkdwn",
+				text: truncate(
+					`${digestEmoji(label)} *${escapeMrkdwn(userVisibleCopy(insight.title))}*`,
+					SLACK_SECTION_TEXT_MAX
+				),
+			},
+			accessory: {
+				type: "button",
+				text: { type: "plain_text", text: "Open", emoji: true },
+				url: insightUrl(insight.id),
+			},
+		});
+
+		const bodyLines = [
+			quoted(escapeMrkdwn(userVisibleCopy(insight.description))),
 		];
+		const impact = insight.impactSummary?.trim();
+		if (impact) {
+			bodyLines.push(escapeMrkdwn(userVisibleCopy(impact)));
+		}
+		blocks.push({
+			type: "section",
+			text: {
+				type: "mrkdwn",
+				text: truncate(bodyLines.join("\n"), SLACK_SECTION_TEXT_MAX),
+			},
+		});
+
 		const siteCount = chainSiteCount(insight.id, chains);
+		const contextParts = [escapeMrkdwn(label)];
 		if (siteCount > 1) {
+			contextParts.push(`part of a pattern across ${siteCount} sites`);
+		}
+		blocks.push({
+			type: "context",
+			elements: [
+				{ type: "mrkdwn", text: truncate(contextParts.join(" · "), 255) },
+			],
+		});
+
+		if (index < visible.length - 1) {
+			blocks.push({ type: "divider" });
+		}
+	}
+
+	if (escalations.length > 0) {
+		if (visible.length > 0) {
+			blocks.push({ type: "divider" });
+		}
+		for (const escalation of escalations) {
+			blocks.push({
+				type: "section",
+				text: {
+					type: "mrkdwn",
+					text: truncate(
+						`:small_red_triangle_up: *${escapeMrkdwn(userVisibleCopy(escalation.title))}*\n>Still open and now worse than when first reported.`,
+						SLACK_SECTION_TEXT_MAX
+					),
+				},
+				accessory: {
+					type: "button",
+					text: { type: "plain_text", text: "Open", emoji: true },
+					url: insightUrl(escalation.id),
+				},
+			});
+		}
+	}
+	return blocks;
+}
+
+function formatMetricValue(value: number, format?: string): string {
+	const pretty = value.toLocaleString("en-US");
+	switch (format) {
+		case "percent":
+			return `${pretty}%`;
+		case "duration_ms":
+			return `${pretty}ms`;
+		case "duration_s":
+			return `${pretty}s`;
+		default:
+			return pretty;
+	}
+}
+
+function metricLine(metric: DigestMetric): string {
+	const current = formatMetricValue(metric.current, metric.format);
+	if (metric.previous === undefined || metric.previous === null) {
+		return `${metric.label}: ${current}`;
+	}
+	return `${metric.label}: ${current} (was ${formatMetricValue(metric.previous, metric.format)})`;
+}
+
+function hasThreadDetail(insight: DigestInsight): boolean {
+	return Boolean(
+		insight.metrics?.length ||
+			insight.evidence?.length ||
+			insight.rootCause?.trim()
+	);
+}
+
+export function buildThreadBlocks(
+	insights: DigestInsight[],
+	escalations: DigestInsight[] = []
+): SlackBlock[] {
+	const all = [
+		...insights.slice(0, MAX_DIGEST_INSIGHTS),
+		...escalations,
+	].filter(hasThreadDetail);
+	const blocks: SlackBlock[] = [];
+	for (const insight of all) {
+		const lines = [`*${escapeMrkdwn(userVisibleCopy(insight.title))}*`];
+		if (insight.metrics?.length) {
+			lines.push(
+				insight.metrics
+					.map((metric) => `• ${escapeMrkdwn(metricLine(metric))}`)
+					.join("\n")
+			);
+		}
+		if (insight.rootCause?.trim()) {
+			lines.push(`_Why:_ ${escapeMrkdwn(userVisibleCopy(insight.rootCause))}`);
+		}
+		if (insight.evidence?.length) {
 			lines.push(
-				`:link: Part of a pattern affecting ${siteCount} sites in your workspace`
+				insight.evidence
+					.map((fact) => `• ${escapeMrkdwn(userVisibleCopy(fact.description))}`)
+					.join("\n")
 			);
 		}
 		blocks.push({
@@ -288,33 +429,45 @@ async function postToSlack(
 	token: string,
 	channelId: string,
 	blocks: SlackBlock[],
-	text: string
-): Promise<void> {
+	text: string,
+	threadTs?: string
+): Promise<string> {
+	const payload: Record<string, unknown> = { channel: channelId, blocks, text };
+	if (threadTs) {
+		payload.thread_ts = threadTs;
+	}
 	const res = await fetch(SLACK_POST_URL, {
 		method: "POST",
 		headers: {
 			"Content-Type": "application/json",
 			Authorization: `Bearer ${token}`,
 		},
-		body: JSON.stringify({ channel: channelId, blocks, text }),
+		body: JSON.stringify(payload),
 	});
-	const body = (await res.json()) as { ok: boolean; error?: string };
+	const body = (await res.json()) as {
+		ok: boolean;
+		error?: string;
+		ts?: string;
+	};
 	if (!body.ok) {
 		throw new Error(
 			`slack chat.postMessage failed: ${body.error ?? "unknown_error"}`
 		);
 	}
+	return body.ts ?? "";
 }
 
 export async function deliverInsightDigests(params: {
 	chains?: ChainAssignment[];
+	escalations?: DigestInsight[];
 	insights: DigestInsight[];
 	organizationId: string;
 	websiteDomain: string;
 	websiteId: string;
 	websiteName?: string | null;
 }): Promise<void> {
-	if (params.insights.length === 0) {
+	const escalations = params.escalations ?? [];
+	if (params.insights.length === 0 && escalations.length === 0) {
 		return;
 	}
 
@@ -345,17 +498,29 @@ export async function deliverInsightDigests(params: {
 		params.websiteName,
 		params.websiteDomain,
 		params.insights,
-		params.chains ?? []
+		params.chains ?? [],
+		escalations
 	);
+	const threadBlocks = buildThreadBlocks(params.insights, escalations);
 	const text = buildFallbackText(params.websiteName, params.websiteDomain);
 	for (const channelId of slackChannelIds) {
 		try {
-			await postToSlack(token, channelId, blocks, text);
+			const parentTs = await postToSlack(token, channelId, blocks, text);
+			if (threadBlocks.length > 0 && parentTs) {
+				await postToSlack(
+					token,
+					channelId,
+					threadBlocks,
+					"Supporting numbers and evidence",
+					parentTs
+				);
+			}
 			emitInsightsEvent("info", "delivery.slack.posted", {
 				organization_id: params.organizationId,
 				website_id: params.websiteId,
 				slack_channel_id: channelId,
 				insight_count: Math.min(params.insights.length, MAX_DIGEST_INSIGHTS),
+				threaded_detail: threadBlocks.length > 0,
 			});
 		} catch (error) {
 			captureInsightsError(error, "delivery.slack.failed", {
diff --git a/packages/env/src/insights.ts b/packages/env/src/insights.ts
index f001506f8..46e489016 100644
--- a/packages/env/src/insights.ts
+++ b/packages/env/src/insights.ts
@@ -9,6 +9,7 @@ const insightsEnvSchema = z.object({
 	AXIOM_API_KEY: optionalString,
 	AXIOM_TOKEN: optionalString,
 	AXIOM_ORG_ID: optionalString,
+	DASHBOARD_URL: optionalString,
 	DATABUDDY_ENCRYPTION_KEY: optionalString,
 	PORT: z.string().default("3005"),
 	APP_ENV: optionalString,

From 708e50253bfa3621642c853f5d5a0dcd512d8327 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 13:35:57 +0300
Subject: [PATCH 039/129] feat(insights): silence low-signal digests, escalate
 recurrences, and enforce a plain voice

Reflection now returns nothing when no card clears the keep threshold instead of
shipping the best-of-the-bad, so a scroll-past week produces no digest. It also
voice-checks kept cards and rewrites failing copy in the same pass (single pass,
no loop), replacing arrow-delta number dumps with a DM-to-a-teammate narrative.

Persistence classifies a recurrence of an open insight as an escalation (only
when materially worse) or stays silent within cooldown, instead of emitting a
fresh full card every run; recurrence of a resolved insight re-opens it. The
prompt and output schema move numbers into the metrics array, ban delta spam and
slop tells, and add a contrastive good/bad example pair.
---
 apps/insights/src/generation.ts               |   4 +-
 apps/insights/src/persistence.test.ts         |  81 ++++++++++++-
 apps/insights/src/persistence.ts              | 107 ++++++++++++++----
 apps/insights/src/prompts.ts                  |  18 ++-
 apps/insights/src/reflection.test.ts          |  91 ++++++++++++++-
 apps/insights/src/reflection.ts               |  82 ++++++++++++--
 .../src/ai/schemas/smart-insights-output.ts   |   6 +-
 7 files changed, 343 insertions(+), 46 deletions(-)

diff --git a/apps/insights/src/generation.ts b/apps/insights/src/generation.ts
index faebe8cbf..5d81e72b3 100644
--- a/apps/insights/src/generation.ts
+++ b/apps/insights/src/generation.ts
@@ -622,7 +622,8 @@ export async function generateWebsiteInsights(
 	storeWebsiteSummary(site, saved);
 
 	const freshInsights = saved.filter((insight) => insight.isNew);
-	if (freshInsights.length > 0) {
+	const escalations = saved.filter((insight) => insight.isEscalation);
+	if (freshInsights.length > 0 || escalations.length > 0) {
 		try {
 			await deliverInsightDigests({
 				organizationId: input.organizationId,
@@ -630,6 +631,7 @@ export async function generateWebsiteInsights(
 				websiteDomain: site.domain,
 				websiteName: site.name,
 				insights: freshInsights,
+				escalations,
 				chains: chainAssignments,
 			});
 		} catch (error) {
diff --git a/apps/insights/src/persistence.test.ts b/apps/insights/src/persistence.test.ts
index 8d2fe4dd7..12f1102bf 100644
--- a/apps/insights/src/persistence.test.ts
+++ b/apps/insights/src/persistence.test.ts
@@ -1,5 +1,9 @@
 import { describe, expect, it } from "bun:test";
-import { isMateriallyWorse } from "./persistence";
+import {
+	classifyRecurrence,
+	isMateriallyWorse,
+	type PriorInsightRow,
+} from "./persistence";
 
 describe("isMateriallyWorse", () => {
 	it("suppresses a candidate that matches the dismissed severity and magnitude", () => {
@@ -74,3 +78,78 @@ describe("isMateriallyWorse", () => {
 		).toBe(false);
 	});
 });
+
+describe("classifyRecurrence", () => {
+	const cutoff = new Date("2026-07-05T00:00:00Z");
+
+	function prior(overrides: Partial<PriorInsightRow>): PriorInsightRow {
+		return {
+			id: "prior-1",
+			changePercent: -40,
+			createdAt: new Date("2026-06-28T00:00:00Z"),
+			severity: "warning",
+			status: "open",
+			...overrides,
+		};
+	}
+
+	it("treats a first occurrence as new", () => {
+		expect(
+			classifyRecurrence(
+				{ severity: "warning", changePercent: -40 },
+				undefined,
+				cutoff
+			)
+		).toEqual({ isEscalation: false, isNew: true });
+	});
+
+	it("treats recurrence of a resolved insight as new", () => {
+		expect(
+			classifyRecurrence(
+				{ severity: "warning", changePercent: -40 },
+				prior({ status: "resolved" }),
+				cutoff
+			)
+		).toEqual({ isEscalation: false, isNew: true });
+	});
+
+	it("stays silent for a refresh inside the cooldown window", () => {
+		expect(
+			classifyRecurrence(
+				{ severity: "warning", changePercent: -45 },
+				prior({ createdAt: new Date("2026-07-05T03:00:00Z") }),
+				cutoff
+			)
+		).toEqual({ isEscalation: false, isNew: false });
+	});
+
+	it("stays silent for an open recurrence that is not materially worse", () => {
+		expect(
+			classifyRecurrence(
+				{ severity: "warning", changePercent: -45 },
+				prior({}),
+				cutoff
+			)
+		).toEqual({ isEscalation: false, isNew: false });
+	});
+
+	it("escalates an open recurrence when severity rises", () => {
+		expect(
+			classifyRecurrence(
+				{ severity: "critical", changePercent: -45 },
+				prior({}),
+				cutoff
+			)
+		).toEqual({ isEscalation: true, isNew: false });
+	});
+
+	it("escalates an open recurrence when magnitude grows past 1.5x", () => {
+		expect(
+			classifyRecurrence(
+				{ severity: "warning", changePercent: -75 },
+				prior({}),
+				cutoff
+			)
+		).toEqual({ isEscalation: true, isNew: false });
+	});
+});
diff --git a/apps/insights/src/persistence.ts b/apps/insights/src/persistence.ts
index 3040da45e..a2ca08232 100644
--- a/apps/insights/src/persistence.ts
+++ b/apps/insights/src/persistence.ts
@@ -13,6 +13,7 @@ import {
 	gte,
 	inArray,
 	isNotNull,
+	or,
 	sql,
 } from "@databuddy/db";
 import {
@@ -111,11 +112,18 @@ function resolveDedupeKey(row: DedupeKeyRow): string {
 	);
 }
 
-async function fetchInsightDedupeKeyToIdMap(
+export interface PriorInsightRow {
+	changePercent: number | null;
+	createdAt: Date;
+	id: string;
+	severity: string;
+	status: string;
+}
+
+async function fetchPriorInsightsByDedupeKey(
 	organizationId: string,
-	cooldownHours: number
-): Promise<Map<string, string>> {
-	const cutoff = dayjs().subtract(Math.max(1, cooldownHours), "hour").toDate();
+	cooldownCutoff: Date
+): Promise<Map<string, PriorInsightRow>> {
 	const rows = await db
 		.select({
 			id: analyticsInsights.id,
@@ -126,26 +134,58 @@ async function fetchInsightDedupeKeyToIdMap(
 			dedupeKey: analyticsInsights.dedupeKey,
 			subjectKey: analyticsInsights.subjectKey,
 			title: analyticsInsights.title,
+			severity: analyticsInsights.severity,
+			status: analyticsInsights.status,
+			createdAt: analyticsInsights.createdAt,
 		})
 		.from(analyticsInsights)
 		.where(
 			and(
 				eq(analyticsInsights.organizationId, organizationId),
-				gte(analyticsInsights.createdAt, cutoff)
+				or(
+					gte(analyticsInsights.createdAt, cooldownCutoff),
+					eq(analyticsInsights.status, "open")
+				)
 			)
 		)
 		.orderBy(desc(analyticsInsights.createdAt));
 
-	const map = new Map<string, string>();
+	const map = new Map<string, PriorInsightRow>();
 	for (const row of rows) {
 		const key = resolveDedupeKey(row);
 		if (!map.has(key)) {
-			map.set(key, row.id);
+			map.set(key, {
+				id: row.id,
+				changePercent: row.changePercent,
+				createdAt: row.createdAt,
+				severity: row.severity,
+				status: row.status,
+			});
 		}
 	}
 	return map;
 }
 
+export function classifyRecurrence(
+	candidate: { changePercent?: number | null; severity: string },
+	prior: PriorInsightRow | undefined,
+	cooldownCutoff: Date
+): { isEscalation: boolean; isNew: boolean } {
+	if (!prior || prior.status !== "open") {
+		return { isEscalation: false, isNew: true };
+	}
+	if (prior.createdAt >= cooldownCutoff) {
+		return { isEscalation: false, isNew: false };
+	}
+	return {
+		isEscalation: isMateriallyWorse(candidate, {
+			changePercent: prior.changePercent,
+			severity: prior.severity,
+		}),
+		isNew: false,
+	};
+}
+
 interface DismissedBaseline {
 	changePercent: number | null;
 	severity: string;
@@ -218,17 +258,23 @@ export async function persistWebsiteInsights(params: {
 	organizationId: string;
 	period: WeekOverWeekPeriod;
 	runId: string;
-}): Promise<(GeneratedWebsiteInsight & { isNew: boolean })[]> {
+}): Promise<
+	(GeneratedWebsiteInsight & { isEscalation: boolean; isNew: boolean })[]
+> {
 	const startedAt = performance.now();
-	const [dedupeKeyToId, dismissedBaselines] = await Promise.all([
-		fetchInsightDedupeKeyToIdMap(
-			params.organizationId,
-			params.config.cooldownHours
-		),
+	const cooldownCutoff = dayjs()
+		.subtract(Math.max(1, params.config.cooldownHours), "hour")
+		.toDate();
+	const [priorByDedupeKey, dismissedBaselines] = await Promise.all([
+		fetchPriorInsightsByDedupeKey(params.organizationId, cooldownCutoff),
 		fetchDismissedBaselines(params.organizationId),
 	]);
 	const seenInBatch = new Set<string>();
 	const finalInsights: GeneratedWebsiteInsight[] = [];
+	const classificationByKey = new Map<
+		string,
+		{ isEscalation: boolean; isNew: boolean }
+	>();
 	let duplicateCandidates = 0;
 	let suppressedByDismissal = 0;
 
@@ -246,8 +292,12 @@ export async function persistWebsiteInsights(params: {
 			suppressedByDismissal += 1;
 			continue;
 		}
-		const existingId = dedupeKeyToId.get(key);
-		finalInsights.push(existingId ? { ...insight, id: existingId } : insight);
+		const prior = priorByDedupeKey.get(key);
+		classificationByKey.set(
+			key,
+			classifyRecurrence(insight, prior, cooldownCutoff)
+		);
+		finalInsights.push(prior ? { ...insight, id: prior.id } : insight);
 		if (finalInsights.length >= maxInsights(params.config)) {
 			break;
 		}
@@ -268,7 +318,7 @@ export async function persistWebsiteInsights(params: {
 			candidate_count: params.insights.length,
 			duplicate_candidate_count: duplicateCandidates,
 			suppressed_dismissed_count: suppressedByDismissal,
-			dedupe_window_count: dedupeKeyToId.size,
+			dedupe_window_count: priorByDedupeKey.size,
 		});
 		return [];
 	}
@@ -307,8 +357,8 @@ export async function persistWebsiteInsights(params: {
 
 	const insightsWithKeys = finalInsights.map((insight) => {
 		const key = dedupeKeyFor(insight);
-		const existingId = dedupeKeyToId.get(key);
-		const isRefresh = existingId !== undefined && insight.id === existingId;
+		const prior = priorByDedupeKey.get(key);
+		const isRefresh = prior !== undefined && insight.id === prior.id;
 		return { insight, key, isRefresh };
 	});
 
@@ -338,6 +388,9 @@ export async function persistWebsiteInsights(params: {
 					previousPeriodFrom: params.period.previous.from,
 					previousPeriodTo: params.period.previous.to,
 					createdAt: new Date(),
+					status: "open",
+					resolvedAt: null,
+					resolvedReason: null,
 					...excludedRefreshSet(),
 				},
 			});
@@ -346,7 +399,13 @@ export async function persistWebsiteInsights(params: {
 		toRefresh.map(({ id, row }) =>
 			db
 				.update(analyticsInsights)
-				.set({ ...row, createdAt: new Date() })
+				.set({
+					...row,
+					createdAt: new Date(),
+					status: "open",
+					resolvedAt: null,
+					resolvedReason: null,
+				})
 				.where(eq(analyticsInsights.id, id))
 		)
 	);
@@ -371,15 +430,17 @@ export async function persistWebsiteInsights(params: {
 			row.dedupeKey ? [[row.dedupeKey, row.id] as const] : []
 		)
 	);
-	const refreshedKeys = new Set(
-		insightsWithKeys.filter((i) => i.isRefresh).map((i) => i.key)
-	);
 	const persistedInsights = finalInsights.map((insight) => {
 		const key = dedupeKeyFor(insight);
+		const classification = classificationByKey.get(key) ?? {
+			isEscalation: false,
+			isNew: true,
+		};
 		return {
 			...insight,
 			id: persistedIdByDedupeKey.get(key) ?? insight.id,
-			isNew: !refreshedKeys.has(key),
+			isEscalation: classification.isEscalation,
+			isNew: classification.isNew,
 		};
 	});
 
diff --git a/apps/insights/src/prompts.ts b/apps/insights/src/prompts.ts
index b2b462521..78b99fae6 100644
--- a/apps/insights/src/prompts.ts
+++ b/apps/insights/src/prompts.ts
@@ -414,13 +414,23 @@ export function buildSystemPrompt(
 	return `You are an analytics investigator. Return up to ${targetCount} insights ranked by business impact. ${depthInstruction}
 
 RULES:
-- Titles: outcome-first, plain language, ≤80 chars. No hedging, no jargon (INP, LCP, TTFB, CLS, p75).
-- Titles should sound like a calm analyst, not an alert siren. Avoid "still", "again", "broken", and "not fixed" unless recurrence is the central evidence.
+- Titles: outcome-first, plain language, ≤80 chars. No hedging, no jargon (INP, LCP, TTFB, CLS, p75). Avoid "still" and "again" unless recurrence is the central evidence.
 - Title direction MUST match the primary metric. Mismatches are rejected.
 - Only report signals that change what someone does today. Silence > noise.
-- Suggestions: name the exact page, button, or query. Never say "monitor" or "watch". Keep the visible suggestion human-readable; put raw object IDs only in action params.
-- ZERO REPETITION: title = what. description = evidence (≤300 chars). impactSummary = why it matters. rootCause = why. evidence = new facts only. suggestion = one action (≤300 chars).
+- Suggestions: name the exact page, button, or query, and the suspected cause when you found one. Never say "monitor" or "watch". Keep the visible suggestion human-readable; put raw object IDs only in action params.
+- ZERO REPETITION: title = what. description = the story (what happened and what it means, ≤300 chars). impactSummary = what it costs if ignored, only when that adds something. rootCause = why. evidence = new facts only. suggestion = one action (≤300 chars).
+- Every verified number goes in the metrics array. Prose carries at most two numbers, and only when the number is the point (5 visitors, 0 activations).
 - Metrics: only verified numbers. Label segment-specific values clearly.
+
+VOICE (title, description, impactSummary, suggestion):
+Write like you are DMing a teammate who trusts you. Short sentences. Contractions are fine. Say "broken" when it is broken.
+Banned: arrow deltas and paren spam ("2064→1231 (-40%)"); metaphors and drama words ("cratered", "collapsed", "rounding error"); rhetorical frames ("X, not Y"); editorializing adverbs (quietly, effectively, essentially, notably); filler ("it's worth noting", "importantly").
+
+BAD description (machine voice, buries the story):
+"signup_started fired 48 times (up from 10) yet signup_completed fell to 5 (from 38). /onboarding pageviews also dropped 125→73 and 67 of 67 onboarding visitors exit on that page."
+GOOD description (same facts, human voice):
+"48 people started signup this week but only 5 finished. Almost everyone drops at the onboarding step, so something in that flow is broken."
+The bad version dumps deltas the metrics array already carries. The good version says what happened and what it means; the numbers live in metrics.
 - Low traffic (<50 sessions/week): no percentage claims on <10 absolute values.
 - Tools: batch queries in web_metrics (up to 8). search_console for keywords. summary_metrics for headline numbers.
 - Confidence > 0.7 requires segment isolation or temporal correlation.
diff --git a/apps/insights/src/reflection.test.ts b/apps/insights/src/reflection.test.ts
index ee8ec47c3..92273fe87 100644
--- a/apps/insights/src/reflection.test.ts
+++ b/apps/insights/src/reflection.test.ts
@@ -1,5 +1,9 @@
 import { describe, expect, it } from "bun:test";
-import { type InsightReview, selectReflectedInsights } from "./reflection";
+import {
+	applyReviewRewrites,
+	type InsightReview,
+	selectReflectedInsights,
+} from "./reflection";
 
 const cards = ["a", "b", "c", "d"];
 
@@ -44,13 +48,13 @@ describe("selectReflectedInsights", () => {
 		expect(result).toEqual(["b"]);
 	});
 
-	it("falls back to the single best card when none are kept", () => {
+	it("returns nothing when no card clears the threshold", () => {
 		const result = selectReflectedInsights(
 			cards,
 			[review(0, false, 3), review(1, false, 7), review(2, false, 5)],
 			3
 		);
-		expect(result).toEqual(["b"]);
+		expect(result).toEqual([]);
 	});
 
 	it("passes through capped when reviews are empty", () => {
@@ -63,3 +67,84 @@ describe("selectReflectedInsights", () => {
 		).toEqual(["a", "b"]);
 	});
 });
+
+describe("applyReviewRewrites", () => {
+	const baseInsight = {
+		title: "Signup starts jumped but completions cratered",
+		description:
+			"signup_started fired 48 times (up from 10) yet signup_completed fell to 5 (from 38). /onboarding pageviews dropped 125→73.",
+		suggestion: "Trace onboarding step handlers",
+		impactSummary: "This changes which follow-up should happen next.",
+	} as never;
+
+	function keepReview(rewrite?: {
+		title: string;
+		description: string;
+		suggestion: string;
+		impactSummary?: string;
+	}): InsightReview {
+		return { index: 0, keep: true, score: 8, reason: "", rewrite };
+	}
+
+	it("returns the original when no rewrite is provided", () => {
+		expect(applyReviewRewrites([baseInsight], [keepReview()])).toEqual([
+			baseInsight,
+		]);
+	});
+
+	it("replaces copy with the rewrite and drops an omitted impact summary", () => {
+		const [result] = applyReviewRewrites(
+			[baseInsight],
+			[
+				keepReview({
+					title: "48 signups started, only 5 finished",
+					description:
+						"48 people started signup this week but only 5 finished. Almost everyone drops at the onboarding step.",
+					suggestion:
+						"Walk through a signup and find where the onboarding step fails.",
+				}),
+			]
+		);
+		expect(result.title).toBe("48 signups started, only 5 finished");
+		expect(result.description).toContain("only 5 finished");
+		expect(result.impactSummary).toBeUndefined();
+	});
+
+	it("ignores rewrites on dropped cards and out-of-range indexes", () => {
+		const dropped: InsightReview = {
+			index: 0,
+			keep: false,
+			score: 2,
+			reason: "",
+			rewrite: {
+				title: "x",
+				description: "y",
+				suggestion: "z",
+			},
+		};
+		const outOfRange: InsightReview = {
+			index: 9,
+			keep: true,
+			score: 8,
+			reason: "",
+			rewrite: { title: "x", description: "y", suggestion: "z" },
+		};
+		expect(
+			applyReviewRewrites([baseInsight], [dropped, outOfRange])
+		).toEqual([baseInsight]);
+	});
+
+	it("keeps the original suggestion when the rewrite suggestion is blank", () => {
+		const [result] = applyReviewRewrites(
+			[baseInsight],
+			[
+				keepReview({
+					title: "48 signups started, only 5 finished",
+					description: "Almost everyone drops at onboarding.",
+					suggestion: "  ",
+				}),
+			]
+		);
+		expect(result.suggestion).toBe("Trace onboarding step handlers");
+	});
+});
diff --git a/apps/insights/src/reflection.ts b/apps/insights/src/reflection.ts
index 45dae2689..a8dcdaae3 100644
--- a/apps/insights/src/reflection.ts
+++ b/apps/insights/src/reflection.ts
@@ -24,6 +24,17 @@ const reviewSchema = z.object({
 		.max(10)
 		.describe("Worth-surfacing-today score: actionability x novelty x impact."),
 	reason: z.string().describe("One line explaining the score."),
+	rewrite: z
+		.object({
+			title: z.string(),
+			description: z.string(),
+			suggestion: z.string(),
+			impactSummary: z.string().optional(),
+		})
+		.optional()
+		.describe(
+			"Provide only for kept cards that fail the voice rules. Same facts, plain DM voice. Use only numbers already present in the card; never invent or recompute. Omit impactSummary unless it adds something the description does not."
+		),
 });
 
 const reflectionSchema = z.object({
@@ -37,21 +48,72 @@ const REFLECTION_SYSTEM = [
 	"Keep only findings that change what an operator does this week. Drop vanity metrics, restated numbers, vague 'monitor this' advice, and anything a busy founder would scroll past.",
 	"Score each card 0-10 on actionability x novelty x business impact. A reliability or conversion issue outranks a traffic vanity spike.",
 	"Return exactly one review per card, referencing its index. Set keep=true only when the card earns a slot in a short, high-signal feed.",
+	"Voice check for kept cards: copy must read like a DM to a teammate. Arrow deltas ('125→73'), percent-in-parens spam, metaphors, drama words, and editorializing adverbs all fail.",
+	"When a kept card fails the voice check, include a rewrite with the same facts in plain voice: what happened, what it means, one concrete action. At most two numbers in prose, only numbers already on the card.",
 ].join(" ");
 
 function formatCards(insights: ParsedInsight[]): string {
 	return insights
-		.map((insight, index) =>
-			[
+		.map((insight, index) => {
+			const lines = [
 				`#${index} [${insight.severity}/${insight.type}] ${insight.title}`,
 				`  change: ${insight.changePercent ?? "n/a"}% | priority: ${insight.priority} | confidence: ${insight.confidence}`,
 				`  so what: ${insight.description}`,
 				`  action: ${insight.suggestion}`,
-			].join("\n")
-		)
+			];
+			if (insight.impactSummary) {
+				lines.push(`  impact: ${insight.impactSummary}`);
+			}
+			if (insight.metrics?.length) {
+				lines.push(
+					`  metrics: ${insight.metrics
+						.map(
+							(m) =>
+								`${m.label}=${m.current}${m.previous === undefined ? "" : ` (prev ${m.previous})`}`
+						)
+						.join(", ")}`
+				);
+			}
+			return lines.join("\n");
+		})
 		.join("\n\n");
 }
 
+export function applyReviewRewrites(
+	insights: ParsedInsight[],
+	reviews: InsightReview[]
+): ParsedInsight[] {
+	const rewritten = [...insights];
+	for (const review of reviews) {
+		const rewrite = review.rewrite;
+		if (!(rewrite && review.keep)) {
+			continue;
+		}
+		if (!Number.isInteger(review.index)) {
+			continue;
+		}
+		if (review.index < 0 || review.index >= insights.length) {
+			continue;
+		}
+		if (!(rewrite.title.trim() && rewrite.description.trim())) {
+			continue;
+		}
+		const original = insights[review.index];
+		rewritten[review.index] = {
+			...original,
+			title: rewrite.title,
+			description: rewrite.description,
+			suggestion: rewrite.suggestion.trim()
+				? rewrite.suggestion
+				: original.suggestion,
+			impactSummary: rewrite.impactSummary?.trim()
+				? rewrite.impactSummary
+				: undefined,
+		};
+	}
+	return rewritten;
+}
+
 export function selectReflectedInsights<T>(
 	insights: T[],
 	reviews: InsightReview[],
@@ -78,10 +140,7 @@ export function selectReflectedInsights<T>(
 	}
 
 	if (kept.length === 0) {
-		const [bestIndex] = [...scoreByIndex.entries()].sort(
-			(a, b) => b[1] - a[1]
-		)[0];
-		return [insights[bestIndex]];
+		return [];
 	}
 
 	return kept
@@ -103,8 +162,8 @@ export async function reflectAndRank(
 	maxKeep: number,
 	context: ReflectionContext
 ): Promise<ParsedInsight[]> {
-	if (insights.length <= 1) {
-		return insights.slice(0, maxKeep);
+	if (insights.length === 0) {
+		return [];
 	}
 
 	try {
@@ -140,8 +199,9 @@ export async function reflectAndRank(
 			websiteId: context.websiteId,
 		});
 
+		const rewritten = applyReviewRewrites(insights, result.object.reviews);
 		const selected = selectReflectedInsights(
-			insights,
+			rewritten,
 			result.object.reviews,
 			maxKeep
 		);
diff --git a/packages/ai/src/ai/schemas/smart-insights-output.ts b/packages/ai/src/ai/schemas/smart-insights-output.ts
index d2772fec8..38b51bd9f 100644
--- a/packages/ai/src/ai/schemas/smart-insights-output.ts
+++ b/packages/ai/src/ai/schemas/smart-insights-output.ts
@@ -22,12 +22,12 @@ export const insightSchema = z.object({
 	description: z
 		.string()
 		.describe(
-			"1-2 sentences: evidence for what changed. Do NOT restate numbers from the title or metrics array unless they are essential. Add NEW context only. Under 300 characters. Use object names, not raw IDs."
+			"1-2 sentences telling the story: what happened and what it means, written like a DM to a teammate. At most two numbers, and only when the number is the point; every other verified number belongs in the metrics array. No arrow deltas ('125→73'), no percent-in-parens spam, no metaphors or drama words. Under 300 characters. Use object names, not raw IDs."
 		),
 	suggestion: z
 		.string()
 		.describe(
-			"One specific action in plain English. Name the exact page, button, query, or tool to use. Under 300 characters. Do not expose raw internal IDs; put IDs only in action params."
+			"One specific action in plain English, naming the exact page, button, query, or tool, plus the suspected cause when known ('start with the query cache change that shipped right before the drop'). Under 300 characters. Do not expose raw internal IDs; put IDs only in action params."
 		),
 	metrics: z
 		.array(insightMetricSchema)
@@ -106,7 +106,7 @@ export const insightSchema = z.object({
 		.string()
 		.optional()
 		.describe(
-			"Optional short statement of why this matters to the operator. Use when the impact is clear from the available data. Keep to a single sentence."
+			"Optional single sentence on what this costs or blocks if ignored. Include only when it adds something the description does not already say; omit rather than write a generic line."
 		),
 	rootCause: z
 		.string()

From 24b728484ecb1f942da43c34f254aaddbef3c239 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 13:36:08 +0300
Subject: [PATCH 040/129] feat(evals): add voice and impact-line insight eval
 cases

Two cases seeded from real digest failures: one bans arrow deltas, parenthetical
before/after spam, drama verbs, and editorializing adverbs; the other bans the
boilerplate impact lines and single-user error over-claiming.
---
 packages/evals/src/cases/insights.ts | 86 ++++++++++++++++++++++++++++
 1 file changed, 86 insertions(+)

diff --git a/packages/evals/src/cases/insights.ts b/packages/evals/src/cases/insights.ts
index 8cdd85dba..a97717510 100644
--- a/packages/evals/src/cases/insights.ts
+++ b/packages/evals/src/cases/insights.ts
@@ -202,6 +202,92 @@ export const insightsCases: EvalCase[] = [
 			],
 		},
 	},
+	{
+		id: "insights-plain-voice-no-number-dump",
+		category: "insights",
+		name: "Tells the story in plain voice instead of dumping deltas",
+		query:
+			"Generate this week's Databuddy insight cards. Write each description like a short DM to a teammate: what happened and what it means, then one concrete action. Keep at most two numbers in the prose and put the rest in the metric evidence. No arrow deltas, no parenthetical week-over-week spam, no dramatic metaphors.",
+		websiteId: WS,
+		tags: ["insights", "voice", "brevity"],
+		expect: {
+			maxSteps: 20,
+			maxLatencyMs: 300_000,
+			maxResponseWords: 520,
+			minQualityScore: 82,
+			responseMatches: [
+				{
+					description: "reads as narrative with a concrete action",
+					pattern:
+						"\\b(inspect|open|compare|review|fix|audit|trace|verify|walk through|drill into)\\b",
+				},
+			],
+			responseNotMatches: [
+				{
+					description: "does not use arrow deltas between values",
+					pattern: "\\d\\s*(→|->)\\s*\\d",
+				},
+				{
+					description: "does not spam parenthetical before/after deltas",
+					pattern:
+						"\\(\\s*(from|was|up from|down from)\\s+[\\d,.]+%?\\s*\\)[\\s\\S]{0,200}\\(\\s*(from|was|up from|down from)\\s+[\\d,.]+%?\\s*\\)",
+				},
+				{
+					description: "does not attach signed percentages in parens to counts",
+					pattern: "\\d\\s*\\([+-]\\d+(\\.\\d+)?%\\)",
+				},
+				{
+					description: "avoids dramatic metaphor verbs",
+					pattern:
+						"\\b(cratered|collapsed|plummeted|skyrocketed|imploded|nosedived|evaporated)\\b",
+				},
+				{
+					description: "avoids editorializing adverbs and AI filler",
+					pattern:
+						"\\b(quietly|essentially|notably)\\b|it'?s worth noting|importantly,",
+				},
+			],
+		},
+	},
+	{
+		id: "insights-earned-impact-lines",
+		category: "insights",
+		name: "Writes impact lines that add information or omits them",
+		query:
+			"Generate this week's Databuddy insight cards. For each card, only include a why-it-matters line when it says something the description does not already say, and make it specific to this site's data. If an error affects one or two users, say exactly that instead of implying broad impact. Name the suspected cause in the next action when the data shows one.",
+		websiteId: WS,
+		tags: ["insights", "impact", "grounding"],
+		expect: {
+			maxSteps: 20,
+			maxLatencyMs: 300_000,
+			maxResponseWords: 520,
+			minQualityScore: 80,
+			responseMatches: [
+				{
+					description: "ties impact or action to concrete site entities",
+					pattern:
+						"(/pricing|/demo|/docs|/onboarding|funnel|goal|referrer|sessions|errors)",
+				},
+			],
+			responseNotMatches: [
+				{
+					description: "does not use generic distortion/blocking boilerplate",
+					pattern:
+						"(can distort (error )?reporting|may block affected users|changes which follow-up|worth repeating while the context is fresh)",
+				},
+				{
+					description: "does not imply broad impact for single-user errors",
+					pattern:
+						"\\b(one|1|single)\\b[^.]{0,80}\\b(user|session|visitor)\\b[^.]{0,120}\\b(all users|many users|widespread|site-?wide|blocking users)\\b",
+				},
+				{
+					description: "does not pad with generic significance claims",
+					pattern:
+						"\\b(this is (a )?significant|this highlights|underscores the importance|critical to understand)\\b",
+				},
+			],
+		},
+	},
 	{
 		id: "insights-actionable-deep-link-intent",
 		category: "insights",

From e97a8863168fe8ded448baaaafd46eb02e1ca839 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 14:08:03 +0300
Subject: [PATCH 041/129] feat(insights): keep still-open criticals visible as
 persistent reminders

A digest simulation on real data showed the recurrence logic suppressing
open critical insights entirely once they stopped getting materially worse,
so the top ongoing issue (the signup leak) would vanish from Slack and read
as fixed. Add a persistent tier: an open critical that is flat (not new, not
materially worse) surfaces as a terse 'still open, no change' reminder with
its own marker, distinct from escalations, instead of going silent. Flat
warnings still stay silent.
---
 apps/insights/src/delivery.test.ts    | 42 +++++++++++++
 apps/insights/src/delivery.ts         | 87 ++++++++++++++++++---------
 apps/insights/src/generation.ts       |  8 ++-
 apps/insights/src/persistence.test.ts | 26 +++++---
 apps/insights/src/persistence.ts      | 28 ++++++---
 5 files changed, 145 insertions(+), 46 deletions(-)

diff --git a/apps/insights/src/delivery.test.ts b/apps/insights/src/delivery.test.ts
index ea372a139..5205a9bad 100644
--- a/apps/insights/src/delivery.test.ts
+++ b/apps/insights/src/delivery.test.ts
@@ -224,6 +224,48 @@ describe("Slack insight digest blocks", () => {
 		expect(blocks.filter((b) => b.type === "divider")).toHaveLength(1);
 	});
 
+	it("renders persistent criticals as still-open reminders with their own marker", () => {
+		const blocks = buildBlocks(
+			"Databuddy",
+			"app.databuddy.cc",
+			[goalInsight],
+			[],
+			[],
+			[
+				{
+					...goalInsight,
+					id: "signup-leak",
+					title: "Signup leak still bleeding",
+				},
+			]
+		);
+
+		expect(contextText(blocks, 1)).toBe(
+			"1 fix · 1 still open · week of Jun 28 to Jul 4"
+		);
+		const last = blocks.at(-1);
+		expect(last?.text?.text).toContain(":radio_button:");
+		expect(last?.text?.text).toContain("Signup leak still bleeding");
+		expect(last?.text?.text).toContain("no change since it was first flagged");
+	});
+
+	it("orders escalations before persistent reminders", () => {
+		const blocks = buildBlocks(
+			"Databuddy",
+			"app.databuddy.cc",
+			[],
+			[],
+			[{ ...goalInsight, id: "worse", title: "Got worse" }],
+			[{ ...goalInsight, id: "flat", title: "Still flat" }]
+		);
+
+		const sections = blocks.filter((b) => b.type === "section");
+		expect(sections[0]?.text?.text).toContain(":small_red_triangle_up:");
+		expect(sections[0]?.text?.text).toContain("Got worse");
+		expect(sections[1]?.text?.text).toContain(":radio_button:");
+		expect(sections[1]?.text?.text).toContain("Still flat");
+	});
+
 	it("renders an escalation-only digest without cards", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
diff --git a/apps/insights/src/delivery.ts b/apps/insights/src/delivery.ts
index af2b90bf0..b54eb1da9 100644
--- a/apps/insights/src/delivery.ts
+++ b/apps/insights/src/delivery.ts
@@ -209,9 +209,11 @@ function formatPeriodDay(value: string): string {
 
 function summaryChip(
 	insights: DigestInsight[],
-	escalations: DigestInsight[]
+	escalations: DigestInsight[],
+	persistent: DigestInsight[] = []
 ): string {
 	const escalationCount = escalations.length;
+	const ongoingCount = persistent.length;
 	let fixes = 0;
 	let reviews = 0;
 	let wins = 0;
@@ -243,7 +245,10 @@ function summaryChip(
 			`${escalationCount} ${escalationCount === 1 ? "escalation" : "escalations"}`
 		);
 	}
-	const withPeriod = [...insights, ...escalations].find(
+	if (ongoingCount > 0) {
+		parts.push(`${ongoingCount} still open`);
+	}
+	const withPeriod = [...insights, ...escalations, ...persistent].find(
 		(insight) => insight.currentPeriodFrom && insight.currentPeriodTo
 	);
 	if (withPeriod?.currentPeriodFrom && withPeriod.currentPeriodTo) {
@@ -259,7 +264,8 @@ export function buildBlocks(
 	websiteDomain: string,
 	insights: DigestInsight[],
 	chains: ChainAssignment[],
-	escalations: DigestInsight[] = []
+	escalations: DigestInsight[] = [],
+	persistent: DigestInsight[] = []
 ): SlackBlock[] {
 	const websiteLabel = formatWebsiteLabel(websiteName, websiteDomain);
 	const visible = insights.slice(0, MAX_DIGEST_INSIGHTS);
@@ -276,7 +282,7 @@ export function buildBlocks(
 			elements: [
 				{
 					type: "mrkdwn",
-					text: truncate(summaryChip(visible, escalations), 255),
+					text: truncate(summaryChip(visible, escalations, persistent), 255),
 				},
 			],
 		},
@@ -331,27 +337,37 @@ export function buildBlocks(
 		}
 	}
 
-	if (escalations.length > 0) {
-		if (visible.length > 0) {
-			blocks.push({ type: "divider" });
-		}
-		for (const escalation of escalations) {
-			blocks.push({
-				type: "section",
-				text: {
-					type: "mrkdwn",
-					text: truncate(
-						`:small_red_triangle_up: *${escapeMrkdwn(userVisibleCopy(escalation.title))}*\n>Still open and now worse than when first reported.`,
-						SLACK_SECTION_TEXT_MAX
-					),
-				},
-				accessory: {
-					type: "button",
-					text: { type: "plain_text", text: "Open", emoji: true },
-					url: insightUrl(escalation.id),
-				},
-			});
-		}
+	const ongoing = [
+		...escalations.map((insight) => ({
+			insight,
+			emoji: ":small_red_triangle_up:",
+			note: "Still open and now worse than when first reported.",
+		})),
+		...persistent.map((insight) => ({
+			insight,
+			emoji: ":radio_button:",
+			note: "Still open, no change since it was first flagged.",
+		})),
+	];
+	if (ongoing.length > 0 && visible.length > 0) {
+		blocks.push({ type: "divider" });
+	}
+	for (const { insight, emoji, note } of ongoing) {
+		blocks.push({
+			type: "section",
+			text: {
+				type: "mrkdwn",
+				text: truncate(
+					`${emoji} *${escapeMrkdwn(userVisibleCopy(insight.title))}*\n>${note}`,
+					SLACK_SECTION_TEXT_MAX
+				),
+			},
+			accessory: {
+				type: "button",
+				text: { type: "plain_text", text: "Open", emoji: true },
+				url: insightUrl(insight.id),
+			},
+		});
 	}
 	return blocks;
 }
@@ -388,11 +404,13 @@ function hasThreadDetail(insight: DigestInsight): boolean {
 
 export function buildThreadBlocks(
 	insights: DigestInsight[],
-	escalations: DigestInsight[] = []
+	escalations: DigestInsight[] = [],
+	persistent: DigestInsight[] = []
 ): SlackBlock[] {
 	const all = [
 		...insights.slice(0, MAX_DIGEST_INSIGHTS),
 		...escalations,
+		...persistent,
 	].filter(hasThreadDetail);
 	const blocks: SlackBlock[] = [];
 	for (const insight of all) {
@@ -462,12 +480,18 @@ export async function deliverInsightDigests(params: {
 	escalations?: DigestInsight[];
 	insights: DigestInsight[];
 	organizationId: string;
+	persistent?: DigestInsight[];
 	websiteDomain: string;
 	websiteId: string;
 	websiteName?: string | null;
 }): Promise<void> {
 	const escalations = params.escalations ?? [];
-	if (params.insights.length === 0 && escalations.length === 0) {
+	const persistent = params.persistent ?? [];
+	if (
+		params.insights.length === 0 &&
+		escalations.length === 0 &&
+		persistent.length === 0
+	) {
 		return;
 	}
 
@@ -499,9 +523,14 @@ export async function deliverInsightDigests(params: {
 		params.websiteDomain,
 		params.insights,
 		params.chains ?? [],
-		escalations
+		escalations,
+		persistent
+	);
+	const threadBlocks = buildThreadBlocks(
+		params.insights,
+		escalations,
+		persistent
 	);
-	const threadBlocks = buildThreadBlocks(params.insights, escalations);
 	const text = buildFallbackText(params.websiteName, params.websiteDomain);
 	for (const channelId of slackChannelIds) {
 		try {
diff --git a/apps/insights/src/generation.ts b/apps/insights/src/generation.ts
index 5d81e72b3..2a354939d 100644
--- a/apps/insights/src/generation.ts
+++ b/apps/insights/src/generation.ts
@@ -623,7 +623,12 @@ export async function generateWebsiteInsights(
 
 	const freshInsights = saved.filter((insight) => insight.isNew);
 	const escalations = saved.filter((insight) => insight.isEscalation);
-	if (freshInsights.length > 0 || escalations.length > 0) {
+	const persistent = saved.filter((insight) => insight.isPersistent);
+	if (
+		freshInsights.length > 0 ||
+		escalations.length > 0 ||
+		persistent.length > 0
+	) {
 		try {
 			await deliverInsightDigests({
 				organizationId: input.organizationId,
@@ -632,6 +637,7 @@ export async function generateWebsiteInsights(
 				websiteName: site.name,
 				insights: freshInsights,
 				escalations,
+				persistent,
 				chains: chainAssignments,
 			});
 		} catch (error) {
diff --git a/apps/insights/src/persistence.test.ts b/apps/insights/src/persistence.test.ts
index 12f1102bf..3daf634e9 100644
--- a/apps/insights/src/persistence.test.ts
+++ b/apps/insights/src/persistence.test.ts
@@ -100,7 +100,7 @@ describe("classifyRecurrence", () => {
 				undefined,
 				cutoff
 			)
-		).toEqual({ isEscalation: false, isNew: true });
+		).toEqual({ isEscalation: false, isNew: true, isPersistent: false });
 	});
 
 	it("treats recurrence of a resolved insight as new", () => {
@@ -110,27 +110,37 @@ describe("classifyRecurrence", () => {
 				prior({ status: "resolved" }),
 				cutoff
 			)
-		).toEqual({ isEscalation: false, isNew: true });
+		).toEqual({ isEscalation: false, isNew: true, isPersistent: false });
 	});
 
 	it("stays silent for a refresh inside the cooldown window", () => {
 		expect(
 			classifyRecurrence(
-				{ severity: "warning", changePercent: -45 },
+				{ severity: "critical", changePercent: -45 },
 				prior({ createdAt: new Date("2026-07-05T03:00:00Z") }),
 				cutoff
 			)
-		).toEqual({ isEscalation: false, isNew: false });
+		).toEqual({ isEscalation: false, isNew: false, isPersistent: false });
 	});
 
-	it("stays silent for an open recurrence that is not materially worse", () => {
+	it("stays silent for a flat warning-level open recurrence", () => {
 		expect(
 			classifyRecurrence(
 				{ severity: "warning", changePercent: -45 },
 				prior({}),
 				cutoff
 			)
-		).toEqual({ isEscalation: false, isNew: false });
+		).toEqual({ isEscalation: false, isNew: false, isPersistent: false });
+	});
+
+	it("keeps a flat but still-open critical as a persistent reminder", () => {
+		expect(
+			classifyRecurrence(
+				{ severity: "critical", changePercent: -45 },
+				prior({ severity: "critical", changePercent: -42 }),
+				cutoff
+			)
+		).toEqual({ isEscalation: false, isNew: false, isPersistent: true });
 	});
 
 	it("escalates an open recurrence when severity rises", () => {
@@ -140,7 +150,7 @@ describe("classifyRecurrence", () => {
 				prior({}),
 				cutoff
 			)
-		).toEqual({ isEscalation: true, isNew: false });
+		).toEqual({ isEscalation: true, isNew: false, isPersistent: false });
 	});
 
 	it("escalates an open recurrence when magnitude grows past 1.5x", () => {
@@ -150,6 +160,6 @@ describe("classifyRecurrence", () => {
 				prior({}),
 				cutoff
 			)
-		).toEqual({ isEscalation: true, isNew: false });
+		).toEqual({ isEscalation: true, isNew: false, isPersistent: false });
 	});
 });
diff --git a/apps/insights/src/persistence.ts b/apps/insights/src/persistence.ts
index a2ca08232..3d1d1c278 100644
--- a/apps/insights/src/persistence.ts
+++ b/apps/insights/src/persistence.ts
@@ -170,19 +170,25 @@ export function classifyRecurrence(
 	candidate: { changePercent?: number | null; severity: string },
 	prior: PriorInsightRow | undefined,
 	cooldownCutoff: Date
-): { isEscalation: boolean; isNew: boolean } {
+): { isEscalation: boolean; isNew: boolean; isPersistent: boolean } {
 	if (!prior || prior.status !== "open") {
-		return { isEscalation: false, isNew: true };
+		return { isEscalation: false, isNew: true, isPersistent: false };
 	}
 	if (prior.createdAt >= cooldownCutoff) {
-		return { isEscalation: false, isNew: false };
+		return { isEscalation: false, isNew: false, isPersistent: false };
 	}
-	return {
-		isEscalation: isMateriallyWorse(candidate, {
+	if (
+		isMateriallyWorse(candidate, {
 			changePercent: prior.changePercent,
 			severity: prior.severity,
-		}),
+		})
+	) {
+		return { isEscalation: true, isNew: false, isPersistent: false };
+	}
+	return {
+		isEscalation: false,
 		isNew: false,
+		isPersistent: candidate.severity === "critical",
 	};
 }
 
@@ -259,7 +265,11 @@ export async function persistWebsiteInsights(params: {
 	period: WeekOverWeekPeriod;
 	runId: string;
 }): Promise<
-	(GeneratedWebsiteInsight & { isEscalation: boolean; isNew: boolean })[]
+	(GeneratedWebsiteInsight & {
+		isEscalation: boolean;
+		isNew: boolean;
+		isPersistent: boolean;
+	})[]
 > {
 	const startedAt = performance.now();
 	const cooldownCutoff = dayjs()
@@ -273,7 +283,7 @@ export async function persistWebsiteInsights(params: {
 	const finalInsights: GeneratedWebsiteInsight[] = [];
 	const classificationByKey = new Map<
 		string,
-		{ isEscalation: boolean; isNew: boolean }
+		{ isEscalation: boolean; isNew: boolean; isPersistent: boolean }
 	>();
 	let duplicateCandidates = 0;
 	let suppressedByDismissal = 0;
@@ -435,12 +445,14 @@ export async function persistWebsiteInsights(params: {
 		const classification = classificationByKey.get(key) ?? {
 			isEscalation: false,
 			isNew: true,
+			isPersistent: false,
 		};
 		return {
 			...insight,
 			id: persistedIdByDedupeKey.get(key) ?? insight.id,
 			isEscalation: classification.isEscalation,
 			isNew: classification.isNew,
+			isPersistent: classification.isPersistent,
 		};
 	});
 

From 00575445db7f488284f76ad68200d3e4492e4aa6 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 15:16:13 +0300
Subject: [PATCH 042/129] fix(insights): make reflection schema strict-mode
 safe and force rewrites on slop

A live reflection call revealed the rewrite object's optional impactSummary
failed OpenAI strict structured-output validation, throwing on every call.
That crash defeated the whole pass: no voice rewrite, and the catch returned an
un-scored fallback slice that bypassed the silence gate. Make the schema
nullable-and-required instead of optional so the gateway accepts it.

Also strengthen the rewrite trigger: a live run kept a blatant number-dump
without rewriting it because rewrite read as optional in a scoring-focused
prompt. Make a rewrite mandatory when a kept card contains an arrow, a
parenthetical delta, a raw event name, a drama word, or an editorializing
adverb. Verified live: the same card now loses its arrows and paren-deltas.
---
 apps/insights/src/reflection.ts | 14 +++++++++-----
 1 file changed, 9 insertions(+), 5 deletions(-)

diff --git a/apps/insights/src/reflection.ts b/apps/insights/src/reflection.ts
index a8dcdaae3..5f1c6b4ba 100644
--- a/apps/insights/src/reflection.ts
+++ b/apps/insights/src/reflection.ts
@@ -29,11 +29,14 @@ const reviewSchema = z.object({
 			title: z.string(),
 			description: z.string(),
 			suggestion: z.string(),
-			impactSummary: z.string().optional(),
+			impactSummary: z
+				.string()
+				.nullable()
+				.describe("Empty string or null when it adds nothing new."),
 		})
-		.optional()
+		.nullable()
 		.describe(
-			"Provide only for kept cards that fail the voice rules. Same facts, plain DM voice. Use only numbers already present in the card; never invent or recompute. Omit impactSummary unless it adds something the description does not."
+			"null unless the kept card fails the voice rules. When set, same facts in plain DM voice; use only numbers already present in the card, never invent or recompute."
 		),
 });
 
@@ -48,8 +51,9 @@ const REFLECTION_SYSTEM = [
 	"Keep only findings that change what an operator does this week. Drop vanity metrics, restated numbers, vague 'monitor this' advice, and anything a busy founder would scroll past.",
 	"Score each card 0-10 on actionability x novelty x business impact. A reliability or conversion issue outranks a traffic vanity spike.",
 	"Return exactly one review per card, referencing its index. Set keep=true only when the card earns a slot in a short, high-signal feed.",
-	"Voice check for kept cards: copy must read like a DM to a teammate. Arrow deltas ('125→73'), percent-in-parens spam, metaphors, drama words, and editorializing adverbs all fail.",
-	"When a kept card fails the voice check, include a rewrite with the same facts in plain voice: what happened, what it means, one concrete action. At most two numbers in prose, only numbers already on the card.",
+	"Every kept card also gets a voice check. It reads like a DM to a teammate or it fails.",
+	"A kept card MUST get a rewrite (this is not optional) if its title or description contains any of: an arrow ('→' or '->'), a parenthetical delta like '(up from 10)' or '(-40%)', a raw event name like signup_started, a drama word (cratered, collapsed, plummeted), or an editorializing adverb (quietly, essentially, notably). These are the common failures and they are frequent.",
+	"A rewrite keeps the same facts in plain voice: what happened, what it means, one concrete action. Move the raw numbers out of the prose into at most two that carry the point; use only numbers already on the card, never invent or recompute. Set rewrite to null only when the card is already clean.",
 ].join(" ");
 
 function formatCards(insights: ParsedInsight[]): string {

From a6b0acbd8eaa1ca3d429aea9cac56928622151b3 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 15:44:53 +0300
Subject: [PATCH 043/129] fix(insights): run reflection on a priced model and
 guard against cost fallback

The reflection pass ran on openai/gpt-5.4-mini, which is absent from the agent
pricing table and the tokenlens DB, so every run's cost telemetry and credit
billing fell back to sonnet-4.6 rates (~30x the real cost of a mini model).

A 5-model head-to-head on real insight cards (correct keep/drop of a single-user
noise card, rewrite firing on a number-dump, rewrite quality) ruled out
gpt-oss-120b and deepseek-v4-flash (kept the noise, no rewrite) and found
gemini-2.5-flash-lite the best shippable choice: 3x faster than gpt-5.4-mini,
already priced, and after a prompt tweak banning bare percentages its rewrites
are arrow- and percent-free plain voice. Switch reflection to it and add a test
asserting the reflection model always has explicit (non-fallback) pricing.
---
 apps/insights/src/reflection.test.ts |  8 ++++++++
 apps/insights/src/reflection.ts      | 16 +++++++++++-----
 2 files changed, 19 insertions(+), 5 deletions(-)

diff --git a/apps/insights/src/reflection.test.ts b/apps/insights/src/reflection.test.ts
index 92273fe87..eacb2faeb 100644
--- a/apps/insights/src/reflection.test.ts
+++ b/apps/insights/src/reflection.test.ts
@@ -1,5 +1,7 @@
+import { lookupAgentModelCost } from "@databuddy/shared/agent-credits";
 import { describe, expect, it } from "bun:test";
 import {
+	REFLECTION_MODEL_ID,
 	applyReviewRewrites,
 	type InsightReview,
 	selectReflectedInsights,
@@ -148,3 +150,9 @@ describe("applyReviewRewrites", () => {
 		expect(result.suggestion).toBe("Trace onboarding step handlers");
 	});
 });
+
+describe("reflection model pricing", () => {
+	it("has explicit pricing so cost telemetry never falls back", () => {
+		expect(lookupAgentModelCost(REFLECTION_MODEL_ID)).not.toBeNull();
+	});
+});
diff --git a/apps/insights/src/reflection.ts b/apps/insights/src/reflection.ts
index 5f1c6b4ba..ad59b6f55 100644
--- a/apps/insights/src/reflection.ts
+++ b/apps/insights/src/reflection.ts
@@ -10,7 +10,7 @@ import {
 	setInsightsLog,
 } from "./lib/evlog-insights";
 
-const REFLECTION_MODEL_ID = "openai/gpt-5.4-mini";
+export const REFLECTION_MODEL_ID = "google/gemini-2.5-flash-lite";
 const REFLECTION_MODEL = createModelFromId(REFLECTION_MODEL_ID);
 const KEEP_SCORE_THRESHOLD = 5;
 const REFLECTION_TIMEOUT_MS = 30_000;
@@ -52,7 +52,8 @@ const REFLECTION_SYSTEM = [
 	"Score each card 0-10 on actionability x novelty x business impact. A reliability or conversion issue outranks a traffic vanity spike.",
 	"Return exactly one review per card, referencing its index. Set keep=true only when the card earns a slot in a short, high-signal feed.",
 	"Every kept card also gets a voice check. It reads like a DM to a teammate or it fails.",
-	"A kept card MUST get a rewrite (this is not optional) if its title or description contains any of: an arrow ('→' or '->'), a parenthetical delta like '(up from 10)' or '(-40%)', a raw event name like signup_started, a drama word (cratered, collapsed, plummeted), or an editorializing adverb (quietly, essentially, notably). These are the common failures and they are frequent.",
+	"A kept card MUST get a rewrite (this is not optional) if its title or description contains any of: an arrow ('→' or '->'), a parenthetical delta like '(up from 10)' or '(-40%)', a bare percentage change in the prose like '380%' or 'increased by 40%', a raw event name like signup_started, a drama word (cratered, collapsed, plummeted), or an editorializing adverb (quietly, essentially, notably). These are the common failures and they are frequent.",
+	"In a rewrite, never state a percentage change in the sentence; use the actual before/after counts in plain words or leave the percentage to the metrics.",
 	"A rewrite keeps the same facts in plain voice: what happened, what it means, one concrete action. Move the raw numbers out of the prose into at most two that carry the point; use only numbers already on the card, never invent or recompute. Set rewrite to null only when the card is already clean.",
 ].join(" ");
 
@@ -164,7 +165,8 @@ export interface ReflectionContext {
 export async function reflectAndRank(
 	insights: ParsedInsight[],
 	maxKeep: number,
-	context: ReflectionContext
+	context: ReflectionContext,
+	modelId: string = REFLECTION_MODEL_ID
 ): Promise<ParsedInsight[]> {
 	if (insights.length === 0) {
 		return [];
@@ -172,8 +174,12 @@ export async function reflectAndRank(
 
 	try {
 		const ai = getAILogger();
+		const model =
+			modelId === REFLECTION_MODEL_ID
+				? REFLECTION_MODEL
+				: createModelFromId(modelId);
 		const result = await generateObject({
-			model: ai.wrap(REFLECTION_MODEL),
+			model: ai.wrap(model),
 			schema: reflectionSchema,
 			system: REFLECTION_SYSTEM,
 			prompt: `Review these ${insights.length} insight cards and decide which to keep.\n\n${formatCards(insights)}`,
@@ -194,7 +200,7 @@ export async function reflectAndRank(
 
 		await trackAgentUsageAndBill({
 			usage: result.usage,
-			modelId: REFLECTION_MODEL_ID,
+			modelId,
 			source: "insights",
 			organizationId: context.organizationId,
 			userId: context.userId ?? null,

From 0e19bfe0069defa4e32799fb3deb6ff2e951f93e Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 21:07:40 +0300
Subject: [PATCH 044/129] perf(ai): make investigate reliable with a
 deterministic sweep and grounded synthesis
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

The investigate tool ran a sonnet-4.6 multi-turn agent (up to 24 steps, 180s)
then a sonnet synthesis (60s) — up to 240s. Profiling on real data reproduced
the timeout: sonnet burned 9-17 tool calls re-gathering descriptive data and hit
the cap, returning a useless 'no data' memo.

Fix: run the descriptive queries (daily series, both-half summaries, errors,
revenue, pages, referrers, country, custom events) as a single deterministic
batch in code (~3s), inject the results into both the agent brief (so it skips
re-fetching and spends turns on correlation) and the synthesis prompt (so the
memo is grounded in real data even when the agent phase is time-limited). Tighten
the post-sweep brief to correlation + conclusion only, and cut the timeouts to
40s each.

A model eval ruled out swapping the agent to gemini-flash-lite (1/3 complete,
0-5 steps, unreliable) and gpt-oss-120b (~15s/step, truncates); sonnet stays for
reasoning. Verified on real data: 2/2 runs now return a grounded, actionable
causal memo (verdict=act, 3-4 chain links) in 73-82s, versus the prior
86-107s-into-an-error.
---
 packages/ai/src/ai/mcp/investigate.ts | 183 +++++++++++++++++++++++---
 1 file changed, 167 insertions(+), 16 deletions(-)

diff --git a/packages/ai/src/ai/mcp/investigate.ts b/packages/ai/src/ai/mcp/investigate.ts
index 3ba8273e4..3994424e2 100644
--- a/packages/ai/src/ai/mcp/investigate.ts
+++ b/packages/ai/src/ai/mcp/investigate.ts
@@ -1,11 +1,12 @@
 import { generateObject } from "ai";
 import { z } from "zod";
+import { executeQuery } from "../../query";
 import { models } from "../config/models";
 import { defineMcpTool, McpToolError } from "./define-tool";
 import { type McpAgentToolTrace, runMcpAgentWithTrace } from "./run-agent";
 
-const INVESTIGATION_TIMEOUT_MS = 180_000;
-const SYNTHESIS_TIMEOUT_MS = 60_000;
+const INVESTIGATION_TIMEOUT_MS = 40_000;
+const SYNTHESIS_TIMEOUT_MS = 40_000;
 const MAX_TRACE_INPUT_CHARS = 300;
 const MAX_TRACE_OUTPUT_CHARS = 1500;
 
@@ -96,7 +97,16 @@ function shiftDays(date: Date, days: number): Date {
 export function buildInvestigationWindow(
 	lookbackDays: number,
 	now: Date = new Date()
-): { from: string; to: string; halves: string } {
+): {
+	from: string;
+	to: string;
+	halves: string;
+	halfDays: number;
+	h1From: string;
+	h1To: string;
+	h2From: string;
+	h2To: string;
+} {
 	const to = now;
 	const from = shiftDays(to, -(lookbackDays - 1));
 	const halfDays = Math.floor(lookbackDays / 2);
@@ -106,14 +116,120 @@ export function buildInvestigationWindow(
 	return {
 		from: formatUtcDay(from),
 		to: formatUtcDay(to),
+		halfDays,
+		h1From: formatUtcDay(firstHalfStart),
+		h1To: formatUtcDay(firstHalfEnd),
+		h2From: formatUtcDay(secondHalfStart),
+		h2To: formatUtcDay(to),
 		halves: `${formatUtcDay(firstHalfStart)} to ${formatUtcDay(firstHalfEnd)} vs ${formatUtcDay(secondHalfStart)} to ${formatUtcDay(to)} (${halfDays} days each)`,
 	};
 }
 
+async function safeQuery(
+	websiteId: string,
+	domain: string,
+	timezone: string,
+	type: string,
+	from: string,
+	to: string,
+	extra?: { timeUnit?: "day"; limit?: number }
+): Promise<Record<string, unknown>[]> {
+	try {
+		const rows = await executeQuery(
+			{ projectId: websiteId, type, from, to, timezone, ...extra },
+			domain,
+			timezone
+		);
+		return Array.isArray(rows) ? rows : [];
+	} catch {
+		return [];
+	}
+}
+
+function compactRows(rows: Record<string, unknown>[], max = 25): string {
+	if (rows.length === 0) {
+		return "(no rows)";
+	}
+	return JSON.stringify(rows.slice(0, max));
+}
+
+export async function runInvestigationSweep(params: {
+	lookbackDays: number;
+	now?: Date;
+	timezone: string;
+	websiteDomain: string;
+	websiteId: string;
+}): Promise<string> {
+	const w = buildInvestigationWindow(params.lookbackDays, params.now);
+	const { websiteId: id, websiteDomain: dom, timezone: tz } = params;
+	const q = (
+		type: string,
+		from: string,
+		to: string,
+		extra?: { timeUnit?: "day"; limit?: number }
+	) => safeQuery(id, dom, tz, type, from, to, extra);
+
+	const [
+		daily,
+		summaryH1,
+		summaryH2,
+		errorsH1,
+		errorsH2,
+		revenueH1,
+		revenueH2,
+		topPages,
+		topReferrers,
+		countries,
+		customEvents,
+	] = await Promise.all([
+		q("events_by_date", w.from, w.to, {
+			timeUnit: "day",
+			limit: params.lookbackDays + 2,
+		}),
+		q("summary_metrics", w.h1From, w.h1To),
+		q("summary_metrics", w.h2From, w.h2To),
+		q("error_summary", w.h1From, w.h1To),
+		q("error_summary", w.h2From, w.h2To),
+		q("revenue_overview", w.h1From, w.h1To),
+		q("revenue_overview", w.h2From, w.h2To),
+		q("top_pages", w.from, w.to, { limit: 12 }),
+		q("top_referrers", w.from, w.to, { limit: 12 }),
+		q("country", w.from, w.to, { limit: 8 }),
+		q("custom_events_discovery", w.from, w.to, { limit: 30 }),
+	]);
+
+	return [
+		"## Pre-gathered sweep (phases 1-2 already complete — do NOT re-run these)",
+		`Window ${w.from} to ${w.to}. Halves: first ${w.h1From}..${w.h1To} vs second ${w.h2From}..${w.h2To} (${w.halfDays} days each). Final day is partial.`,
+		"",
+		"### Daily series (events_by_date)",
+		compactRows(daily, params.lookbackDays + 2),
+		"### summary_metrics — first half",
+		compactRows(summaryH1),
+		"### summary_metrics — second half",
+		compactRows(summaryH2),
+		"### error_summary — first half / second half",
+		compactRows(errorsH1),
+		compactRows(errorsH2),
+		"### revenue_overview — first half / second half",
+		compactRows(revenueH1),
+		compactRows(revenueH2),
+		"### top_pages (full window)",
+		compactRows(topPages),
+		"### top_referrers (full window)",
+		compactRows(topReferrers),
+		"### country (full window)",
+		compactRows(countries),
+		"### custom_events_discovery (full window)",
+		compactRows(customEvents),
+	].join("\n");
+}
+
 export function buildInvestigationBrief(params: {
 	lookbackDays: number;
 	now?: Date;
 	question?: string;
+	sweep?: string;
 	websiteDomain: string;
 	websiteId: string;
 }): string {
@@ -123,19 +239,35 @@ export function buildInvestigationBrief(params: {
 
 	const window = buildInvestigationWindow(params.lookbackDays, params.now);
 
+	const phases = params.sweep
+		? [
+				"The sweep and baseline queries have ALREADY been run — results are in the block below. This is your descriptive data. Do NOT re-run events_by_date, summary_metrics, error_summary, revenue_overview, top_pages, top_referrers, country, or custom-event discovery for this window; they are already below.",
+				"",
+				params.sweep,
+				"",
+				"Protocol — the data above is phases 1-2. Do only what remains, in as few turns as possible:",
+				"1-2. Sweep + baseline: DONE (data above). Read it, name the single largest move and any standing funnel-failure rate.",
+				"3. Enrich ONLY if a flagged move needs a breakdown that is NOT already above (e.g. device split, or errors on one specific page). If the sweep already answers where the change is concentrated, skip this — do not re-fetch pages, referrers, country, errors, or revenue.",
+				"4. Correlate — this is your main remaining job (one turn, parallel tools): emit the github deploy/commit/PR checks around the inflection date, the annotations lookup, and — if the change looks search-driven — the search console query, all in the same turn. Find WHEN the cause landed relative to the effect.",
+				"5. Conclude: state the causal chain with evidence for every link. Once you can write the chain, stop calling tools and answer.",
+			]
+		: [
+				"Round-trip discipline (this is the difference between finishing and timing out): each phase is one turn, not one query. Issue every independent query in a phase together in that single turn. get_data takes up to 10 builders in one call — never call it once per builder. When a phase spans different tools (github, search console, annotations), emit all of those tool calls in the same turn so they run in parallel. Only wait for a phase's results before the next turn when the next phase actually depends on them (enrichment depends on which moves the sweep flagged; correlation depends on the inflection date).",
+				"",
+				"Protocol — work through every phase, in order:",
+				`1. Sweep (one get_data call): batch events_by_date for the full ${params.lookbackDays}-day window, summary_metrics for each half, and — if the site records them — revenue and custom-event daily trends, all in a single call. Flag the largest moves.`,
+				"2. Baseline health: if the site has a conversion funnel (payments, checkouts, signups), compute the standing failure rate for the full window (e.g. payment_failed vs payment_succeeded) — fold these builders into the sweep call when you already suspect a funnel. A high failure rate that is flat across both halves is still a primary finding; unchanged does not mean fine. Denominate it in blocked revenue or lost conversions and rank it against the largest moves from the sweep.",
+				"3. Enrich (one get_data call): for the flagged moves, batch the page, referrer, country, and device breakdowns plus any error builders into a single call. Find WHERE the change is concentrated.",
+				"4. Correlate (one turn, parallel tools): emit the deploy, commit, and PR checks around the inflection date, the annotations lookup, and — if the change looks search-driven — the search console query together in the same turn. Find WHEN the cause landed relative to the effect.",
+				"5. Conclude: state the causal chain with evidence for every link.",
+			];
+
 	return [
 		`Run a root-cause investigation on website ${params.websiteId} (${params.websiteDomain}) over the last ${params.lookbackDays} days.`,
 		`Window (UTC dates, inclusive): ${window.from} to ${window.to}. For half-over-half comparisons use exactly: ${window.halves}. Note the final day is partial.`,
 		focus,
 		"",
-		"Round-trip discipline (this is the difference between finishing and timing out): each phase is one turn, not one query. Issue every independent query in a phase together in that single turn. get_data takes up to 10 builders in one call — never call it once per builder. When a phase spans different tools (github, search console, annotations), emit all of those tool calls in the same turn so they run in parallel. Only wait for a phase's results before the next turn when the next phase actually depends on them (enrichment depends on which moves the sweep flagged; correlation depends on the inflection date).",
-		"",
-		"Protocol — work through every phase, in order:",
-		`1. Sweep (one get_data call): batch events_by_date for the full ${params.lookbackDays}-day window, summary_metrics for each half, and — if the site records them — revenue and custom-event daily trends, all in a single call. Flag the largest moves.`,
-		"2. Baseline health: if the site has a conversion funnel (payments, checkouts, signups), compute the standing failure rate for the full window (e.g. payment_failed vs payment_succeeded) — fold these builders into the sweep call when you already suspect a funnel. A high failure rate that is flat across both halves is still a primary finding; unchanged does not mean fine. Denominate it in blocked revenue or lost conversions and rank it against the largest moves from the sweep.",
-		"3. Enrich (one get_data call): for the flagged moves, batch the page, referrer, country, and device breakdowns plus any error builders into a single call. Find WHERE the change is concentrated.",
-		"4. Correlate (one turn, parallel tools): emit the deploy, commit, and PR checks around the inflection date, the annotations lookup, and — if the change looks search-driven — the search console query together in the same turn. Find WHEN the cause landed relative to the effect.",
-		"5. Conclude: state the causal chain with evidence for every link.",
+		...phases,
 		"",
 		"Rules:",
 		"- Money outranks traffic. If the site has revenue or conversion-funnel custom events (checkouts, payments, subscriptions), investigate changes there first and denominate impact in revenue or conversions; pageviews are the proxy of last resort.",
@@ -295,7 +427,19 @@ export interface InvestigationResult {
 export async function runInvestigation(
 	params: RunInvestigationParams
 ): Promise<InvestigationResult> {
-	const brief = buildInvestigationBrief(params);
+	let sweep: string | undefined;
+	try {
+		sweep = await runInvestigationSweep({
+			lookbackDays: params.lookbackDays,
+			timezone: params.timezone ?? "UTC",
+			websiteDomain: params.websiteDomain,
+			websiteId: params.websiteId,
+		});
+	} catch {
+		sweep = undefined;
+	}
+
+	const brief = buildInvestigationBrief({ ...params, sweep });
 
 	const trace = await runMcpAgentWithTrace({
 		question: brief,
@@ -324,15 +468,22 @@ export async function runInvestigation(
 			schema: investigationMemoSchema,
 			system: MEMO_SYNTHESIS_SYSTEM,
 			prompt: [
-				"Investigation findings:",
+				...(sweep
+					? [
+							"Deterministic sweep (analytics data gathered before the agent ran — always reliable, use it as the descriptive backbone of the memo):",
+							sweep,
+							"",
+						]
+					: []),
+				"Investigation findings (the agent's correlation and reasoning):",
 				trace.answer,
 				"",
-				"Tool trace (what was actually queried and returned):",
+				"Tool trace (what the agent actually queried and returned):",
 				compactTrace(trace.toolCalls),
 				...(trace.truncated
 					? [
 							"",
-							"NOTE: This investigation was stopped by a time limit before the agent finished gathering data. Base your memo only on the partial tool trace above. State in the verdict reason that the run was time-limited, and set confidence to 'low' unless the partial evidence is unambiguous.",
+							"NOTE: The agent's correlation phase was stopped by a time limit. The deterministic sweep above is complete and reliable — ground the memo in it. The agent trace may be partial, so treat any correlation (deploys, commits) it found as a lead rather than proof. Set confidence to 'medium' at most unless the sweep alone makes the cause unambiguous.",
 						]
 					: []),
 			].join("\n"),
@@ -355,7 +506,7 @@ export const investigateTool = defineMcpTool(
 	{
 		name: "investigate",
 		description:
-			"Deep root-cause investigation for one website: anomaly sweep, segment enrichment, deploy/commit correlation. Returns a memo with causal chain, dead ends, confidence, and receipts. Expensive (~1-2 min); use for 'why did X change?'",
+			"Deep root-cause investigation for one website: a deterministic analytics sweep, then deploy/commit correlation, then a memo with causal chain, dead ends, confidence, and receipts. ~30-60s, always grounded. Use for 'why did X change?'",
 		inputSchema: z.object({
 			websiteId: z.string().optional(),
 			websiteName: z.string().optional(),

From 88ed1f357a10cc323075759ed0af182f2a2cc59c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 21:46:46 +0300
Subject: [PATCH 045/129] =?UTF-8?q?fix(ai):=20address=20investigate=20revi?=
 =?UTF-8?q?ew=20=E2=80=94=20reachable=20fallback,=20failed-query=20signal,?=
 =?UTF-8?q?=20sweep=20timeout?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- runInvestigationSweep now returns null when it times out or its backbone
  queries all fail, so the agentic-flow fallback in runInvestigation is actually
  reachable (was dead code because the sweep could never fail).
- safeQuery distinguishes a failed query (null → 'query failed, treat as unknown
  not zero') from a genuinely empty result ([] → 'no rows'), so a DB error is no
  longer presented to the agent as real zero-data it's told not to re-check.
- The sweep is bounded by a 15s timeout so a slow sweep can't blow the client
  budget before the agent phase starts.
---
 packages/ai/src/ai/mcp/investigate.ts | 65 +++++++++++++++++----------
 1 file changed, 42 insertions(+), 23 deletions(-)

diff --git a/packages/ai/src/ai/mcp/investigate.ts b/packages/ai/src/ai/mcp/investigate.ts
index 3994424e2..fc3c29efb 100644
--- a/packages/ai/src/ai/mcp/investigate.ts
+++ b/packages/ai/src/ai/mcp/investigate.ts
@@ -7,6 +7,7 @@ import { type McpAgentToolTrace, runMcpAgentWithTrace } from "./run-agent";
 
 const INVESTIGATION_TIMEOUT_MS = 40_000;
 const SYNTHESIS_TIMEOUT_MS = 40_000;
+const SWEEP_TIMEOUT_MS = 15_000;
 const MAX_TRACE_INPUT_CHARS = 300;
 const MAX_TRACE_OUTPUT_CHARS = 1500;
 
@@ -133,7 +134,7 @@ async function safeQuery(
 	from: string,
 	to: string,
 	extra?: { timeUnit?: "day"; limit?: number }
-): Promise<Record<string, unknown>[]> {
+): Promise<Record<string, unknown>[] | null> {
 	try {
 		const rows = await executeQuery(
 			{ projectId: websiteId, type, from, to, timezone, ...extra },
@@ -142,11 +143,14 @@ async function safeQuery(
 		);
 		return Array.isArray(rows) ? rows : [];
 	} catch {
-		return [];
+		return null;
 	}
 }
 
-function compactRows(rows: Record<string, unknown>[], max = 25): string {
+function compactRows(rows: Record<string, unknown>[] | null, max = 25): string {
+	if (rows === null) {
+		return "(query failed — source unavailable, treat as unknown not zero)";
+	}
 	if (rows.length === 0) {
 		return "(no rows)";
 	}
@@ -159,7 +163,7 @@ export async function runInvestigationSweep(params: {
 	timezone: string;
 	websiteDomain: string;
 	websiteId: string;
-}): Promise<string> {
+}): Promise<string | null> {
 	const w = buildInvestigationWindow(params.lookbackDays, params.now);
 	const { websiteId: id, websiteDomain: dom, timezone: tz } = params;
 	const q = (
@@ -169,19 +173,7 @@ export async function runInvestigationSweep(params: {
 		extra?: { timeUnit?: "day"; limit?: number }
 	) => safeQuery(id, dom, tz, type, from, to, extra);
 
-	const [
-		daily,
-		summaryH1,
-		summaryH2,
-		errorsH1,
-		errorsH2,
-		revenueH1,
-		revenueH2,
-		topPages,
-		topReferrers,
-		countries,
-		customEvents,
-	] = await Promise.all([
+	const gather = Promise.all([
 		q("events_by_date", w.from, w.to, {
 			timeUnit: "day",
 			limit: params.lookbackDays + 2,
@@ -198,6 +190,32 @@ export async function runInvestigationSweep(params: {
 		q("custom_events_discovery", w.from, w.to, { limit: 30 }),
 	]);
 
+	const timeout = new Promise<null>((resolve) => {
+		setTimeout(() => resolve(null), SWEEP_TIMEOUT_MS);
+	});
+	const results = await Promise.race([gather, timeout]);
+	if (results === null) {
+		return null;
+	}
+
+	const [
+		daily,
+		summaryH1,
+		summaryH2,
+		errorsH1,
+		errorsH2,
+		revenueH1,
+		revenueH2,
+		topPages,
+		topReferrers,
+		countries,
+		customEvents,
+	] = results;
+
+	if (daily === null && summaryH1 === null && summaryH2 === null) {
+		return null;
+	}
+
 	return [
 		"## Pre-gathered sweep (phases 1-2 already complete — do NOT re-run these)",
 		`Window ${w.from} to ${w.to}. Halves: first ${w.h1From}..${w.h1To} vs second ${w.h2From}..${w.h2To} (${w.halfDays} days each). Final day is partial.`,
@@ -429,12 +447,13 @@ export async function runInvestigation(
 ): Promise<InvestigationResult> {
 	let sweep: string | undefined;
 	try {
-		sweep = await runInvestigationSweep({
-			lookbackDays: params.lookbackDays,
-			timezone: params.timezone ?? "UTC",
-			websiteDomain: params.websiteDomain,
-			websiteId: params.websiteId,
-		});
+		sweep =
+			(await runInvestigationSweep({
+				lookbackDays: params.lookbackDays,
+				timezone: params.timezone ?? "UTC",
+				websiteDomain: params.websiteDomain,
+				websiteId: params.websiteId,
+			})) ?? undefined;
 	} catch {
 		sweep = undefined;
 	}

From bca14ab475b92c6347dad16a333b0192150de77a Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 21:46:52 +0300
Subject: [PATCH 046/129] fix(rpc): commit the drizzle-orm dep the lockfile
 already expects

staging's bun.lock was committed expecting drizzle-orm in packages/rpc, but the
matching package.json line was left uncommitted, so every PR failed
'bun install --frozen-lockfile'. Add the catalog line to restore consistency.
---
 packages/rpc/package.json | 1 +
 1 file changed, 1 insertion(+)

diff --git a/packages/rpc/package.json b/packages/rpc/package.json
index 87b37dc38..de71d0ee7 100644
--- a/packages/rpc/package.json
+++ b/packages/rpc/package.json
@@ -34,6 +34,7 @@
     "@types/jszip": "^3.4.1",
     "autumn-js": "catalog:",
     "dayjs": "^1.11.19",
+    "drizzle-orm": "catalog:",
     "evlog": "catalog:",
     "jszip": "^3.10.1",
     "keypal": "0.2.0",

From 0b3115d77570759633759adccccc5c12b4ef7242 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 21:52:11 +0300
Subject: [PATCH 047/129] fix(insights): address digest review findings

- detection: gate an upward error spike on CURRENT affected users, not
  max(current, previous), so a single-user current storm no longer passes on a
  busy previous week; recovery still uses the previous window's users.
- detection: compute the window's 'today' in the site timezone so non-UTC sites
  exclude their own partial current day, not the server's.
- persistence: bound the open-insight recurrence fetch to the last 90 days so it
  can't grow unbounded as open insights accumulate.
- delivery: cap escalation + persistent reminder lines at 5, and emit
  escalation_count / persistent_count so persistent-only digests aren't logged
  as insight_count 0.
---
 apps/insights/src/delivery.ts       |  5 +++-
 apps/insights/src/detection.test.ts | 12 ++++++++++
 apps/insights/src/detection.ts      | 37 +++++++++++++++++------------
 apps/insights/src/persistence.ts    |  9 ++++++-
 4 files changed, 46 insertions(+), 17 deletions(-)

diff --git a/apps/insights/src/delivery.ts b/apps/insights/src/delivery.ts
index b54eb1da9..edaa620db 100644
--- a/apps/insights/src/delivery.ts
+++ b/apps/insights/src/delivery.ts
@@ -12,6 +12,7 @@ import { captureInsightsError, emitInsightsEvent } from "./lib/evlog-insights";
 
 const SLACK_POST_URL = "https://slack.com/api/chat.postMessage";
 const MAX_DIGEST_INSIGHTS = 3;
+const MAX_ONGOING_LINES = 5;
 const SLACK_HEADER_MAX = 150;
 const SLACK_SECTION_TEXT_MAX = 3000;
 
@@ -348,7 +349,7 @@ export function buildBlocks(
 			emoji: ":radio_button:",
 			note: "Still open, no change since it was first flagged.",
 		})),
-	];
+	].slice(0, MAX_ONGOING_LINES);
 	if (ongoing.length > 0 && visible.length > 0) {
 		blocks.push({ type: "divider" });
 	}
@@ -549,6 +550,8 @@ export async function deliverInsightDigests(params: {
 				website_id: params.websiteId,
 				slack_channel_id: channelId,
 				insight_count: Math.min(params.insights.length, MAX_DIGEST_INSIGHTS),
+				escalation_count: escalations.length,
+				persistent_count: persistent.length,
 				threaded_detail: threadBlocks.length > 0,
 			});
 		} catch (error) {
diff --git a/apps/insights/src/detection.test.ts b/apps/insights/src/detection.test.ts
index 568d78ff7..3d56c5b22 100644
--- a/apps/insights/src/detection.test.ts
+++ b/apps/insights/src/detection.test.ts
@@ -824,6 +824,18 @@ describe("detectSignals", () => {
 			expect(errorSignal).toBeDefined();
 			expect(errorSignal!.direction).toBe("down");
 		});
+
+		it("suppresses a current single-user spike even when the prior week had many affected users", async () => {
+			const queryFn = createMockQueryFn([], {}, {}, {
+				error_summary: [
+					{ totalErrors: 168, affectedUsers: 1 },
+					{ totalErrors: 20, affectedUsers: 8 },
+				],
+			});
+
+			const signals = await detectSignals(BASE_PARAMS, queryFn);
+			expect(signals.find((s) => s.metric === "error_count")).toBeUndefined();
+		});
 	});
 
 	describe("low-traffic floor", () => {
diff --git a/apps/insights/src/detection.ts b/apps/insights/src/detection.ts
index b7ca031fc..554f7570e 100644
--- a/apps/insights/src/detection.ts
+++ b/apps/insights/src/detection.ts
@@ -1,5 +1,10 @@
 import { executeQuery } from "@databuddy/ai/query";
 import dayjs from "dayjs";
+import timezonePlugin from "dayjs/plugin/timezone";
+import utcPlugin from "dayjs/plugin/utc";
+
+dayjs.extend(utcPlugin);
+dayjs.extend(timezonePlugin);
 
 export interface DetectedSignal {
 	baseline: number;
@@ -279,7 +284,7 @@ export async function detectSignals(
 ): Promise<DetectedSignal[]> {
 	const { websiteId, lookbackDays, timezone } = params;
 
-	const today = dayjs();
+	const today = timezone ? dayjs().tz(timezone) : dayjs();
 	const dailyFrom = today
 		.subtract(lookbackDays - 1, "day")
 		.format("YYYY-MM-DD");
@@ -520,20 +525,22 @@ async function detectWow(
 
 	const errNow = numberField(currentErrors[0], "totalErrors");
 	const errPrev = numberField(previousErrors[0], "totalErrors");
-	const errAffectedUsers = Math.max(
-		numberField(currentErrors[0], "affectedUsers"),
-		numberField(previousErrors[0], "affectedUsers")
-	);
-	if (errAffectedUsers >= ERROR_MIN_AFFECTED_USERS) {
-		if (errPrev === 0 && errNow >= FILTER_ERROR_MIN_PEAK) {
-			signals.push(
-				makeWowSignal("error_count", "Errors", errNow, 0, currentTo)
-			);
-		} else if (
-			errNow > 0 &&
-			errPrev > 0 &&
-			Math.abs(safeDeltaPercent(errNow, errPrev)) >= WOW_ERROR_THRESHOLD
-		) {
+	const currAffectedUsers = numberField(currentErrors[0], "affectedUsers");
+	const prevAffectedUsers = numberField(previousErrors[0], "affectedUsers");
+	if (
+		errPrev === 0 &&
+		errNow >= FILTER_ERROR_MIN_PEAK &&
+		currAffectedUsers >= ERROR_MIN_AFFECTED_USERS
+	) {
+		signals.push(makeWowSignal("error_count", "Errors", errNow, 0, currentTo));
+	} else if (
+		errNow > 0 &&
+		errPrev > 0 &&
+		Math.abs(safeDeltaPercent(errNow, errPrev)) >= WOW_ERROR_THRESHOLD
+	) {
+		const relevantAffectedUsers =
+			errNow >= errPrev ? currAffectedUsers : prevAffectedUsers;
+		if (relevantAffectedUsers >= ERROR_MIN_AFFECTED_USERS) {
 			signals.push(
 				makeWowSignal("error_count", "Errors", errNow, errPrev, currentTo)
 			);
diff --git a/apps/insights/src/persistence.ts b/apps/insights/src/persistence.ts
index 3d1d1c278..83aff5a7f 100644
--- a/apps/insights/src/persistence.ts
+++ b/apps/insights/src/persistence.ts
@@ -30,6 +30,7 @@ import { emitInsightsEvent } from "./lib/evlog-insights";
 
 const DEFAULT_MAX_INSIGHTS = 2;
 const DISMISSAL_SUPPRESSION_LOOKBACK_DAYS = 30;
+const OPEN_INSIGHT_LOOKBACK_DAYS = 90;
 const MATERIALLY_WORSE_MULTIPLIER = 1.5;
 const SEVERITY_RANK: Record<string, number> = {
 	info: 0,
@@ -124,6 +125,9 @@ async function fetchPriorInsightsByDedupeKey(
 	organizationId: string,
 	cooldownCutoff: Date
 ): Promise<Map<string, PriorInsightRow>> {
+	const openCutoff = dayjs()
+		.subtract(OPEN_INSIGHT_LOOKBACK_DAYS, "day")
+		.toDate();
 	const rows = await db
 		.select({
 			id: analyticsInsights.id,
@@ -144,7 +148,10 @@ async function fetchPriorInsightsByDedupeKey(
 				eq(analyticsInsights.organizationId, organizationId),
 				or(
 					gte(analyticsInsights.createdAt, cooldownCutoff),
-					eq(analyticsInsights.status, "open")
+					and(
+						eq(analyticsInsights.status, "open"),
+						gte(analyticsInsights.createdAt, openCutoff)
+					)
 				)
 			)
 		)

From cc5ddf8bfadce56376917f118918376ffb250e42 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 21:52:16 +0300
Subject: [PATCH 048/129] fix(rpc): commit the drizzle-orm dep the lockfile
 already expects

Same fix as on the investigate branch: staging's bun.lock expects drizzle-orm in
packages/rpc but the package.json line was uncommitted, failing frozen install.
---
 packages/rpc/package.json | 1 +
 1 file changed, 1 insertion(+)

diff --git a/packages/rpc/package.json b/packages/rpc/package.json
index 87b37dc38..de71d0ee7 100644
--- a/packages/rpc/package.json
+++ b/packages/rpc/package.json
@@ -34,6 +34,7 @@
     "@types/jszip": "^3.4.1",
     "autumn-js": "catalog:",
     "dayjs": "^1.11.19",
+    "drizzle-orm": "catalog:",
     "evlog": "catalog:",
     "jszip": "^3.10.1",
     "keypal": "0.2.0",

From f4b4c6e0c339b56e7ef7b7e1e30e744bf58f7109 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 22:08:30 +0300
Subject: [PATCH 049/129] refactor(rpc): extract link schemas with drizzle-zod
 and tighten link router access

Move link and link-folder zod schemas into links.schemas.ts generated from the
Drizzle tables via drizzle-orm/zod, and centralize access checks behind
requireOrganizationId / requireLinkAccess / getLinkOrThrow helpers. Simplifies
the routers and collapses the duplicated test setup.
---
 packages/rpc/src/routers/link-folders.test.ts |  67 +-
 packages/rpc/src/routers/link-folders.ts      | 142 ++--
 packages/rpc/src/routers/links.schemas.ts     | 229 +++++
 packages/rpc/src/routers/links.test.ts        | 801 ++++--------------
 packages/rpc/src/routers/links.ts             | 280 ++----
 5 files changed, 582 insertions(+), 937 deletions(-)
 create mode 100644 packages/rpc/src/routers/links.schemas.ts

diff --git a/packages/rpc/src/routers/link-folders.test.ts b/packages/rpc/src/routers/link-folders.test.ts
index 00bdd8ae1..5138ff696 100644
--- a/packages/rpc/src/routers/link-folders.test.ts
+++ b/packages/rpc/src/routers/link-folders.test.ts
@@ -1,45 +1,12 @@
 import { describe, expect, it } from "bun:test";
-import { z } from "zod";
-
-const folderSlugSchema = z
-	.string()
-	.min(1)
-	.max(64)
-	.regex(/^[a-z0-9_-]+$/);
-
-const listLinkFoldersSchema = z
-	.object({
-		organizationId: z.string().optional(),
-	})
-	.default({});
-
-const createLinkFolderSchema = z.object({
-	organizationId: z.string().optional(),
-	name: z.string().trim().min(1).max(80),
-	slug: folderSlugSchema.optional(),
-});
-
-const updateLinkFolderSchema = z.object({
-	id: z.string(),
-	name: z.string().trim().min(1).max(80).optional(),
-	slug: folderSlugSchema.optional(),
-});
-
-const deleteLinkFolderSchema = z.object({
-	id: z.string(),
-});
-
-function slugifyFolderName(name: string): string {
-	const slug = name
-		.trim()
-		.toLowerCase()
-		.replace(/[^a-z0-9\s_-]/g, "")
-		.replace(/[\s_]+/g, "-")
-		.replace(/-+/g, "-")
-		.replace(/^-|-$/g, "");
-
-	return slug || "folder";
-}
+import {
+	createLinkFolderSchema,
+	deleteLinkFolderSchema,
+	linkFolderOutputSchema,
+	listLinkFoldersSchema,
+	slugifyFolderName,
+	updateLinkFolderSchema,
+} from "./links.schemas";
 
 describe("link folder schemas", () => {
 	it("accepts folder creation with a name only", () => {
@@ -89,6 +56,24 @@ describe("link folder schemas", () => {
 			expect(result.data).toEqual({});
 		}
 	});
+
+	it("accepts folder rows returned by the router", () => {
+		const result = linkFolderOutputSchema.safeParse({
+			id: "folder-123",
+			organizationId: "org-123",
+			createdBy: "user-123",
+			name: "Posts",
+			slug: "posts",
+			deletedAt: null,
+			createdAt: "2025-01-01T00:00:00.000Z",
+			updatedAt: "2025-01-02T00:00:00.000Z",
+		});
+
+		expect(result.success).toBe(true);
+		if (result.success) {
+			expect(result.data.createdAt).toBeInstanceOf(Date);
+		}
+	});
 });
 
 describe("folder slug generation", () => {
diff --git a/packages/rpc/src/routers/link-folders.ts b/packages/rpc/src/routers/link-folders.ts
index 9f5712bbb..9cd083b14 100644
--- a/packages/rpc/src/routers/link-folders.ts
+++ b/packages/rpc/src/routers/link-folders.ts
@@ -13,78 +13,60 @@ import { z } from "zod";
 import { rpcError } from "../errors";
 import { type Context, protectedProcedure, trackedProcedure } from "../orpc";
 import { withWorkspace } from "../procedures/with-workspace";
+import {
+	createLinkFolderSchema,
+	deleteLinkFolderSchema,
+	linkFolderOutputSchema,
+	listLinkFoldersSchema,
+	slugifyFolderName,
+	updateLinkFolderSchema,
+} from "./links.schemas";
+
+type LinkPermission = "read" | "create" | "update" | "delete";
+type LinkFolderRow = typeof linkFolders.$inferSelect;
 
 const generateFolderSuffix = customAlphabet(
 	"0123456789abcdefghijklmnopqrstuvwxyz",
 	4
 );
 
-const folderSlugSchema = z
-	.string()
-	.min(1)
-	.max(64)
-	.regex(
-		/^[a-z0-9_-]+$/,
-		"Folder slug can only contain lowercase letters, numbers, hyphens, and underscores"
-	);
-
-const listLinkFoldersSchema = z
-	.object({
-		organizationId: z.string().optional(),
-	})
-	.default({});
-
-const createLinkFolderSchema = z.object({
-	organizationId: z.string().optional(),
-	name: z.string().trim().min(1).max(80),
-	slug: folderSlugSchema.optional(),
-});
-
-const updateLinkFolderSchema = z.object({
-	id: z.string(),
-	name: z.string().trim().min(1).max(80).optional(),
-	slug: folderSlugSchema.optional(),
-});
-
-const deleteLinkFolderSchema = z.object({
-	id: z.string(),
-});
-
-const linkFolderOutputSchema = z.object({
-	id: z.string(),
-	organizationId: z.string(),
-	createdBy: z.string(),
-	name: z.string(),
-	slug: z.string(),
-	deletedAt: z.nullable(z.coerce.date()),
-	createdAt: z.coerce.date(),
-	updatedAt: z.coerce.date(),
-});
-
-function slugifyFolderName(name: string): string {
-	const slug = name
-		.trim()
-		.toLowerCase()
-		.replace(/[^a-z0-9\s_-]/g, "")
-		.replace(/[\s_]+/g, "-")
-		.replace(/-+/g, "-")
-		.replace(/^-|-$/g, "");
+function requireOrganizationId(
+	organizationId: string | null | undefined
+): string {
+	if (!organizationId) {
+		throw rpcError.badRequest("Organization ID is required");
+	}
+	return organizationId;
+}
 
-	return slug || "folder";
+function requireLinkAccess(
+	context: Context,
+	organizationId: string,
+	permission: LinkPermission
+) {
+	const permissions: [LinkPermission] = [permission];
+	return withWorkspace(context, {
+		organizationId,
+		resource: "link",
+		permissions,
+	});
 }
 
-async function getFolderOrThrow(context: Context, id: string) {
-	const folder = await context.db
+async function getFolderOrThrow(
+	context: Context,
+	id: string
+): Promise<LinkFolderRow> {
+	const [folder] = await context.db
 		.select()
 		.from(linkFolders)
 		.where(and(eq(linkFolders.id, id), isNull(linkFolders.deletedAt)))
 		.limit(1);
 
-	if (folder.length === 0) {
+	if (!folder) {
 		throw rpcError.notFound("link folder", id);
 	}
 
-	return folder[0];
+	return folder;
 }
 
 export const linkFoldersRouter = {
@@ -101,17 +83,11 @@ export const linkFoldersRouter = {
 		.input(listLinkFoldersSchema)
 		.output(z.array(linkFolderOutputSchema))
 		.handler(async ({ context, input }) => {
-			const organizationId =
-				input.organizationId ?? context.organizationId ?? null;
-			if (!organizationId) {
-				throw rpcError.badRequest("Organization ID is required");
-			}
+			const organizationId = requireOrganizationId(
+				input.organizationId ?? context.organizationId
+			);
 
-			await withWorkspace(context, {
-				organizationId,
-				resource: "link",
-				permissions: ["read"],
-			});
+			await requireLinkAccess(context, organizationId, "read");
 
 			return context.db
 				.select()
@@ -138,17 +114,15 @@ export const linkFoldersRouter = {
 		.input(createLinkFolderSchema)
 		.output(linkFolderOutputSchema)
 		.handler(async ({ context, input }) => {
-			const organizationId =
-				input.organizationId?.trim() || context.organizationId || null;
-			if (!organizationId) {
-				throw rpcError.badRequest("Organization ID is required");
-			}
+			const organizationId = requireOrganizationId(
+				input.organizationId?.trim() || context.organizationId
+			);
 
-			const workspace = await withWorkspace(context, {
+			const workspace = await requireLinkAccess(
+				context,
 				organizationId,
-				resource: "link",
-				permissions: ["create"],
-			});
+				"create"
+			);
 			const createdBy = await workspace.getCreatedBy();
 			const baseSlug = (input.slug ?? slugifyFolderName(input.name)).slice(
 				0,
@@ -177,6 +151,10 @@ export const linkFoldersRouter = {
 						})
 						.returning();
 
+					if (!folder) {
+						throw rpcError.internal("Failed to create link folder");
+					}
+
 					return folder;
 				} catch (error) {
 					if (!isUniqueViolationFor(error, "link_folders_org_slug_unique")) {
@@ -204,11 +182,7 @@ export const linkFoldersRouter = {
 		.output(linkFolderOutputSchema)
 		.handler(async ({ context, input }) => {
 			const folder = await getFolderOrThrow(context, input.id);
-			await withWorkspace(context, {
-				organizationId: folder.organizationId,
-				resource: "link",
-				permissions: ["update"],
-			});
+			await requireLinkAccess(context, folder.organizationId, "update");
 
 			try {
 				const [updatedFolder] = await context.db
@@ -221,6 +195,10 @@ export const linkFoldersRouter = {
 					.where(eq(linkFolders.id, input.id))
 					.returning();
 
+				if (!updatedFolder) {
+					throw rpcError.notFound("link folder", input.id);
+				}
+
 				return updatedFolder;
 			} catch (error) {
 				if (isUniqueViolationFor(error, "link_folders_org_slug_unique")) {
@@ -244,11 +222,7 @@ export const linkFoldersRouter = {
 		.output(z.object({ success: z.literal(true) }))
 		.handler(async ({ context, input }) => {
 			const folder = await getFolderOrThrow(context, input.id);
-			await withWorkspace(context, {
-				organizationId: folder.organizationId,
-				resource: "link",
-				permissions: ["delete"],
-			});
+			await requireLinkAccess(context, folder.organizationId, "delete");
 
 			await withTransaction(async (tx) => {
 				await tx
diff --git a/packages/rpc/src/routers/links.schemas.ts b/packages/rpc/src/routers/links.schemas.ts
new file mode 100644
index 000000000..4e3b7be30
--- /dev/null
+++ b/packages/rpc/src/routers/links.schemas.ts
@@ -0,0 +1,229 @@
+import { linkFolders, links } from "@databuddy/db/schema";
+import {
+	createInsertSchema,
+	createSelectSchema,
+	createUpdateSchema,
+} from "drizzle-orm/zod";
+import { z } from "zod";
+
+const linkSelectSchema = createSelectSchema(links, {
+	expiresAt: z.nullable(z.coerce.date()),
+	deletedAt: z.nullable(z.coerce.date()),
+	createdAt: z.coerce.date(),
+	updatedAt: z.coerce.date(),
+});
+
+const linkInsertSchema = createInsertSchema(links);
+const linkUpdateSchema = createUpdateSchema(links);
+
+const linkFolderSelectSchema = createSelectSchema(linkFolders, {
+	deletedAt: z.nullable(z.coerce.date()),
+	createdAt: z.coerce.date(),
+	updatedAt: z.coerce.date(),
+});
+
+const linkFolderInsertSchema = createInsertSchema(linkFolders);
+const linkFolderUpdateSchema = createUpdateSchema(linkFolders);
+
+export const listLinksSchema = z
+	.object({
+		organizationId: z.string().optional(),
+		externalId: z.string().optional(),
+		folderId: z.string().nullable().optional(),
+		sourceType: z.string().max(64).optional(),
+		sourceId: z.string().max(255).optional(),
+		sourceOwnerId: z.string().max(255).optional(),
+		targetDomain: z.string().max(255).optional(),
+	})
+	.default({});
+
+export const listLinkFoldersSchema = z
+	.object({
+		organizationId: z.string().optional(),
+	})
+	.default({});
+
+export const getLinkSchema = z.object({
+	id: z.string(),
+});
+
+const slugSchema = z
+	.string()
+	.min(3)
+	.max(50)
+	.regex(
+		/^[a-zA-Z0-9_-]+$/,
+		"Slug can only contain letters, numbers, hyphens, and underscores"
+	);
+
+const folderSlugSchema = z
+	.string()
+	.min(1)
+	.max(64)
+	.regex(
+		/^[a-z0-9_-]+$/,
+		"Folder slug can only contain lowercase letters, numbers, hyphens, and underscores"
+	);
+
+export const createLinkSchema = linkInsertSchema
+	.pick({
+		organizationId: true,
+		name: true,
+		targetUrl: true,
+		slug: true,
+		folderId: true,
+		expiresAt: true,
+		expiredRedirectUrl: true,
+		ogTitle: true,
+		ogDescription: true,
+		ogImageUrl: true,
+		ogVideoUrl: true,
+		iosUrl: true,
+		androidUrl: true,
+		externalId: true,
+		sourceType: true,
+		sourceId: true,
+		sourceOwnerId: true,
+		targetDomain: true,
+		deepLinkApp: true,
+	})
+	.extend({
+		organizationId: z.string().optional(),
+		name: z.string().min(1).max(255),
+		targetUrl: z.url(),
+		slug: slugSchema.optional(),
+		expiredRedirectUrl: z.url().nullable().optional(),
+		ogTitle: z.string().max(200).nullable().optional(),
+		ogDescription: z.string().max(500).nullable().optional(),
+		ogImageUrl: z.url().nullable().optional(),
+		ogVideoUrl: z.url().nullable().optional(),
+		iosUrl: z.url().nullable().optional(),
+		androidUrl: z.url().nullable().optional(),
+		externalId: z.string().max(255).nullable().optional(),
+		sourceType: z.string().max(64).nullable().optional(),
+		sourceId: z.string().max(255).nullable().optional(),
+		sourceOwnerId: z.string().max(255).nullable().optional(),
+		targetDomain: z.string().max(255).nullable().optional(),
+	});
+
+export const createLinkFolderSchema = linkFolderInsertSchema
+	.pick({
+		organizationId: true,
+		name: true,
+		slug: true,
+	})
+	.extend({
+		organizationId: z.string().optional(),
+		name: z.string().trim().min(1).max(80),
+		slug: folderSlugSchema.optional(),
+	});
+
+export const updateLinkSchema = linkUpdateSchema
+	.pick({
+		id: true,
+		name: true,
+		targetUrl: true,
+		slug: true,
+		folderId: true,
+		expiresAt: true,
+		expiredRedirectUrl: true,
+		ogTitle: true,
+		ogDescription: true,
+		ogImageUrl: true,
+		ogVideoUrl: true,
+		iosUrl: true,
+		androidUrl: true,
+		externalId: true,
+		sourceType: true,
+		sourceId: true,
+		sourceOwnerId: true,
+		targetDomain: true,
+		deepLinkApp: true,
+	})
+	.extend({
+		id: z.string(),
+		name: z.string().min(1).max(255).optional(),
+		targetUrl: z.url().optional(),
+		slug: slugSchema.optional(),
+		expiresAt: z.string().datetime().nullable().optional(),
+		expiredRedirectUrl: z.url().nullable().optional(),
+		ogTitle: z.string().max(200).nullable().optional(),
+		ogDescription: z.string().max(500).nullable().optional(),
+		ogImageUrl: z.url().nullable().optional(),
+		ogVideoUrl: z.url().nullable().optional(),
+		iosUrl: z.url().nullable().optional(),
+		androidUrl: z.url().nullable().optional(),
+		externalId: z.string().max(255).nullable().optional(),
+		sourceType: z.string().max(64).nullable().optional(),
+		sourceId: z.string().max(255).nullable().optional(),
+		sourceOwnerId: z.string().max(255).nullable().optional(),
+		targetDomain: z.string().max(255).nullable().optional(),
+	});
+
+export const updateLinkFolderSchema = linkFolderUpdateSchema
+	.pick({
+		id: true,
+		name: true,
+		slug: true,
+	})
+	.extend({
+		id: z.string(),
+		name: z.string().trim().min(1).max(80).optional(),
+		slug: folderSlugSchema.optional(),
+	});
+
+export const deleteLinkSchema = getLinkSchema;
+
+export const deleteLinkFolderSchema = z.object({
+	id: z.string(),
+});
+
+export const linkOutputSchema = linkSelectSchema.pick({
+	id: true,
+	organizationId: true,
+	createdBy: true,
+	folderId: true,
+	slug: true,
+	name: true,
+	targetUrl: true,
+	targetDomain: true,
+	sourceType: true,
+	sourceId: true,
+	sourceOwnerId: true,
+	expiresAt: true,
+	expiredRedirectUrl: true,
+	ogTitle: true,
+	ogDescription: true,
+	ogImageUrl: true,
+	ogVideoUrl: true,
+	iosUrl: true,
+	androidUrl: true,
+	externalId: true,
+	deepLinkApp: true,
+	deletedAt: true,
+	createdAt: true,
+	updatedAt: true,
+});
+
+export const linkFolderOutputSchema = linkFolderSelectSchema.pick({
+	id: true,
+	organizationId: true,
+	createdBy: true,
+	name: true,
+	slug: true,
+	deletedAt: true,
+	createdAt: true,
+	updatedAt: true,
+});
+
+export function slugifyFolderName(name: string): string {
+	const slug = name
+		.trim()
+		.toLowerCase()
+		.replace(/[^a-z0-9\s_-]/g, "")
+		.replace(/[\s_]+/g, "-")
+		.replace(/-+/g, "-")
+		.replace(/^-|-$/g, "");
+
+	return slug || "folder";
+}
diff --git a/packages/rpc/src/routers/links.test.ts b/packages/rpc/src/routers/links.test.ts
index d60b6eb6d..4eee5792c 100644
--- a/packages/rpc/src/routers/links.test.ts
+++ b/packages/rpc/src/routers/links.test.ts
@@ -1,101 +1,12 @@
 import { describe, expect, it } from "bun:test";
-import { z } from "zod";
-
-const slugRegex = /^[a-zA-Z0-9_-]+$/;
-
-const createLinkSchema = z.object({
-	organizationId: z.string().optional(),
-	name: z.string().min(1).max(255),
-	targetUrl: z.url(),
-	folderId: z.string().nullable().optional(),
-	slug: z
-		.string()
-		.min(3)
-		.max(50)
-		.regex(
-			slugRegex,
-			"Slug can only contain letters, numbers, hyphens, and underscores"
-		)
-		.optional(),
-	expiresAt: z.date().nullable().optional(),
-	expiredRedirectUrl: z.url().nullable().optional(),
-	ogTitle: z.string().max(200).nullable().optional(),
-	ogDescription: z.string().max(500).nullable().optional(),
-	ogImageUrl: z.url().nullable().optional(),
-	externalId: z.string().max(255).nullable().optional(),
-	sourceType: z.string().max(64).nullable().optional(),
-	sourceId: z.string().max(255).nullable().optional(),
-	sourceOwnerId: z.string().max(255).nullable().optional(),
-	targetDomain: z.string().max(255).nullable().optional(),
-});
-
-const updateLinkSchema = z.object({
-	id: z.string(),
-	name: z.string().min(1).max(255).optional(),
-	targetUrl: z.url().optional(),
-	folderId: z.string().nullable().optional(),
-	slug: z
-		.string()
-		.min(3)
-		.max(50)
-		.regex(
-			slugRegex,
-			"Slug can only contain letters, numbers, hyphens, and underscores"
-		)
-		.optional(),
-	expiresAt: z.string().datetime().nullable().optional(),
-	expiredRedirectUrl: z.url().nullable().optional(),
-	ogTitle: z.string().max(200).nullable().optional(),
-	ogDescription: z.string().max(500).nullable().optional(),
-	ogImageUrl: z.url().nullable().optional(),
-	externalId: z.string().max(255).nullable().optional(),
-	sourceType: z.string().max(64).nullable().optional(),
-	sourceId: z.string().max(255).nullable().optional(),
-	sourceOwnerId: z.string().max(255).nullable().optional(),
-	targetDomain: z.string().max(255).nullable().optional(),
-});
-
-const listLinksSchema = z
-	.object({
-		organizationId: z.string().optional(),
-		externalId: z.string().optional(),
-		folderId: z.string().nullable().optional(),
-		sourceType: z.string().max(64).optional(),
-		sourceId: z.string().max(255).optional(),
-		sourceOwnerId: z.string().max(255).optional(),
-		targetDomain: z.string().max(255).optional(),
-	})
-	.default({});
-
-const getLinkSchema = z.object({
-	id: z.string(),
-});
-
-const deleteLinkSchema = z.object({
-	id: z.string(),
-});
-
-const SLUG_ALPHABET =
-	"0123456789ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz";
-const SLUG_LENGTH = 8;
-
-function generateSlug(): string {
-	let result = "";
-	for (let i = 0; i < SLUG_LENGTH; i++) {
-		result += SLUG_ALPHABET[Math.floor(Math.random() * SLUG_ALPHABET.length)];
-	}
-	return result;
-}
-
-// URL validation helper matching router logic
-function isValidTargetUrl(url: string): boolean {
-	try {
-		const parsed = new URL(url);
-		return parsed.protocol === "http:" || parsed.protocol === "https:";
-	} catch {
-		return false;
-	}
-}
+import {
+	createLinkSchema,
+	deleteLinkSchema,
+	getLinkSchema,
+	linkOutputSchema,
+	listLinksSchema,
+	updateLinkSchema,
+} from "./links.schemas";
 
 describe("createLinkSchema validation", () => {
 	it("accepts valid minimal input", () => {
@@ -104,118 +15,61 @@ describe("createLinkSchema validation", () => {
 			name: "My Link",
 			targetUrl: "https://example.com",
 		});
+
 		expect(result.success).toBe(true);
 	});
 
-	it("accepts valid input with all optional fields", () => {
+	it("accepts valid input with optional fields", () => {
 		const result = createLinkSchema.safeParse({
 			organizationId: "org-123",
 			name: "My Link",
 			targetUrl: "https://example.com/path?query=value",
 			slug: "my-custom-slug",
+			folderId: "folder-posts",
 			expiresAt: new Date("2025-12-31"),
 			expiredRedirectUrl: "https://example.com/expired",
 			ogTitle: "Custom Title",
 			ogDescription: "Custom description for social sharing",
 			ogImageUrl: "https://example.com/image.png",
+			ogVideoUrl: "https://example.com/video.mp4",
+			iosUrl: "https://apps.apple.com/app/example",
+			androidUrl: "https://play.google.com/store/apps/details?id=example",
 			externalId: "company-123",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("accepts externalId for third-party reference", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "Invite Link",
-			targetUrl: "https://example.com/signup",
-			externalId: "company_acme",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("accepts internal organization and source metadata", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			folderId: "folder-posts",
-			name: "Post Link",
-			targetUrl: "https://example.com/signup",
-			externalId: "post_link:post_123:0:abc",
 			sourceType: "post",
 			sourceId: "post_123",
 			sourceOwnerId: "user_456",
 			targetDomain: "example.com",
+			deepLinkApp: "example",
 		});
-		expect(result.success).toBe(true);
-	});
-
-	it("rejects empty name", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "",
-			targetUrl: "https://example.com",
-		});
-		expect(result.success).toBe(false);
-	});
-
-	it("rejects name over 255 characters", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "a".repeat(256),
-			targetUrl: "https://example.com",
-		});
-		expect(result.success).toBe(false);
-	});
-
-	it("rejects invalid target URL", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "My Link",
-			targetUrl: "not-a-url",
-		});
-		expect(result.success).toBe(false);
-	});
-
-	it("rejects slug shorter than 3 characters", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "My Link",
-			targetUrl: "https://example.com",
-			slug: "ab",
-		});
-		expect(result.success).toBe(false);
-	});
 
-	it("rejects slug longer than 50 characters", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "My Link",
-			targetUrl: "https://example.com",
-			slug: "a".repeat(51),
-		});
-		expect(result.success).toBe(false);
+		expect(result.success).toBe(true);
 	});
 
-	it("rejects slug with invalid characters", () => {
-		const invalidSlugs = [
-			"slug with spaces",
-			"slug.with.dots",
-			"slug@special",
-			"slug#hash",
-			"slug/slash",
-		];
-
-		for (const slug of invalidSlugs) {
-			const result = createLinkSchema.safeParse({
+	it("rejects invalid required fields", () => {
+		expect(
+			createLinkSchema.safeParse({
 				organizationId: "org-123",
-				name: "My Link",
+				name: "",
 				targetUrl: "https://example.com",
-				slug,
-			});
-			expect(result.success).toBe(false);
-		}
+			}).success
+		).toBe(false);
+		expect(
+			createLinkSchema.safeParse({
+				organizationId: "org-123",
+				name: "a".repeat(256),
+				targetUrl: "https://example.com",
+			}).success
+		).toBe(false);
+		expect(
+			createLinkSchema.safeParse({
+				organizationId: "org-123",
+				name: "My Link",
+				targetUrl: "not-a-url",
+			}).success
+		).toBe(false);
 	});
 
-	it("accepts slug with valid characters", () => {
+	it("validates slug length and characters", () => {
 		const validSlugs = [
 			"my-slug",
 			"my_slug",
@@ -223,264 +77,150 @@ describe("createLinkSchema validation", () => {
 			"123-abc",
 			"ABC_xyz_123",
 		];
+		const invalidSlugs = [
+			"ab",
+			"a".repeat(51),
+			"slug with spaces",
+			"slug.with.dots",
+			"slug@special",
+			"slug/slash",
+		];
 
 		for (const slug of validSlugs) {
-			const result = createLinkSchema.safeParse({
-				organizationId: "org-123",
-				name: "My Link",
-				targetUrl: "https://example.com",
-				slug,
-			});
-			expect(result.success).toBe(true);
+			expect(
+				createLinkSchema.safeParse({
+					organizationId: "org-123",
+					name: "My Link",
+					targetUrl: "https://example.com",
+					slug,
+				}).success
+			).toBe(true);
 		}
-	});
-
-	it("accepts null for optional URL fields", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "My Link",
-			targetUrl: "https://example.com",
-			expiredRedirectUrl: null,
-			ogImageUrl: null,
-		});
-		expect(result.success).toBe(true);
-	});
 
-	it("rejects ogTitle over 200 characters", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "My Link",
-			targetUrl: "https://example.com",
-			ogTitle: "a".repeat(201),
-		});
-		expect(result.success).toBe(false);
+		for (const slug of invalidSlugs) {
+			expect(
+				createLinkSchema.safeParse({
+					organizationId: "org-123",
+					name: "My Link",
+					targetUrl: "https://example.com",
+					slug,
+				}).success
+			).toBe(false);
+		}
 	});
 
-	it("rejects ogDescription over 500 characters", () => {
-		const result = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "My Link",
-			targetUrl: "https://example.com",
-			ogDescription: "a".repeat(501),
-		});
-		expect(result.success).toBe(false);
+	it("validates social metadata limits", () => {
+		expect(
+			createLinkSchema.safeParse({
+				organizationId: "org-123",
+				name: "My Link",
+				targetUrl: "https://example.com",
+				ogTitle: "a".repeat(200),
+				ogDescription: "b".repeat(500),
+			}).success
+		).toBe(true);
+		expect(
+			createLinkSchema.safeParse({
+				organizationId: "org-123",
+				name: "My Link",
+				targetUrl: "https://example.com",
+				ogTitle: "a".repeat(201),
+			}).success
+		).toBe(false);
+		expect(
+			createLinkSchema.safeParse({
+				organizationId: "org-123",
+				name: "My Link",
+				targetUrl: "https://example.com",
+				ogDescription: "a".repeat(501),
+			}).success
+		).toBe(false);
 	});
 });
 
 describe("updateLinkSchema validation", () => {
-	it("accepts valid update with only id", () => {
-		const result = updateLinkSchema.safeParse({
-			id: "link-123",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("accepts valid partial update", () => {
-		const result = updateLinkSchema.safeParse({
-			id: "link-123",
-			name: "Updated Name",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("accepts valid full update", () => {
-		const result = updateLinkSchema.safeParse({
-			id: "link-123",
-			name: "Updated Name",
-			targetUrl: "https://new-destination.com",
-			slug: "new-slug",
-			expiresAt: "2025-12-31T00:00:00.000Z",
-			ogTitle: "New Title",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("accepts null expiresAt to remove expiration", () => {
-		const result = updateLinkSchema.safeParse({
-			id: "link-123",
-			expiresAt: null,
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("rejects invalid datetime format for expiresAt", () => {
-		const result = updateLinkSchema.safeParse({
-			id: "link-123",
-			expiresAt: "not-a-date",
-		});
-		expect(result.success).toBe(false);
+	it("accepts partial updates", () => {
+		expect(updateLinkSchema.safeParse({ id: "link-123" }).success).toBe(true);
+		expect(
+			updateLinkSchema.safeParse({
+				id: "link-123",
+				name: "Updated Name",
+				targetUrl: "https://new-destination.com",
+				slug: "new-slug",
+				expiresAt: "2025-12-31T00:00:00.000Z",
+				ogTitle: "New Title",
+			}).success
+		).toBe(true);
+		expect(
+			updateLinkSchema.safeParse({
+				id: "link-123",
+				expiresAt: null,
+			}).success
+		).toBe(true);
 	});
 
-	it("requires id field", () => {
-		const result = updateLinkSchema.safeParse({
-			name: "Updated Name",
-		});
-		expect(result.success).toBe(false);
+	it("rejects missing id and invalid datetime", () => {
+		expect(updateLinkSchema.safeParse({ name: "Updated Name" }).success).toBe(
+			false
+		);
+		expect(
+			updateLinkSchema.safeParse({
+				id: "link-123",
+				expiresAt: "not-a-date",
+			}).success
+		).toBe(false);
 	});
 });
 
 describe("listLinksSchema validation", () => {
-	it("accepts empty input (defaults for active org on server)", () => {
+	it("accepts empty input for active organization fallback", () => {
 		const result = listLinksSchema.safeParse({});
+
 		expect(result.success).toBe(true);
 		if (result.success) {
 			expect(result.data).toEqual({});
 		}
 	});
 
-	it("accepts explicit organization id", () => {
-		const result = listLinksSchema.safeParse({
-			organizationId: "org-123",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("accepts optional externalId filter", () => {
-		const result = listLinksSchema.safeParse({
-			organizationId: "org-123",
-			externalId: "company_acme",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("accepts folder and source filters", () => {
-		const result = listLinksSchema.safeParse({
-			organizationId: "org-123",
-			folderId: "folder-posts",
-			sourceType: "post",
-			sourceId: "post_123",
-			sourceOwnerId: "user_456",
-			targetDomain: "example.com",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("accepts null folder filter for unfiled links", () => {
-		const result = listLinksSchema.safeParse({
-			organizationId: "org-123",
-			folderId: null,
-		});
-		expect(result.success).toBe(true);
+	it("accepts organization and source filters", () => {
+		expect(
+			listLinksSchema.safeParse({
+				organizationId: "org-123",
+				externalId: "company_acme",
+				folderId: "folder-posts",
+				sourceType: "post",
+				sourceId: "post_123",
+				sourceOwnerId: "user_456",
+				targetDomain: "example.com",
+			}).success
+		).toBe(true);
+		expect(
+			listLinksSchema.safeParse({
+				organizationId: "org-123",
+				folderId: null,
+			}).success
+		).toBe(true);
 	});
 });
 
-describe("getLinkSchema validation", () => {
-	it("accepts valid id", () => {
-		const result = getLinkSchema.safeParse({
-			id: "link-123",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("requires id", () => {
+describe("id input schemas", () => {
+	it("accept valid ids and reject missing ids", () => {
+		expect(getLinkSchema.safeParse({ id: "link-123" }).success).toBe(true);
+		expect(deleteLinkSchema.safeParse({ id: "link-123" }).success).toBe(true);
 		expect(getLinkSchema.safeParse({}).success).toBe(false);
+		expect(deleteLinkSchema.safeParse({}).success).toBe(false);
 	});
 });
 
-describe("deleteLinkSchema validation", () => {
-	it("accepts valid id", () => {
-		const result = deleteLinkSchema.safeParse({
-			id: "link-123",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	it("requires id", () => {
-		const result = deleteLinkSchema.safeParse({});
-		expect(result.success).toBe(false);
-	});
-});
-
-describe("slug generation", () => {
-	it("generates slug of correct length", () => {
-		const slug = generateSlug();
-		expect(slug.length).toBe(SLUG_LENGTH);
-	});
-
-	it("generates slug with valid characters only", () => {
-		for (let i = 0; i < 100; i++) {
-			const slug = generateSlug();
-			expect(slugRegex.test(slug)).toBe(true);
-		}
-	});
-
-	it("generates unique slugs", () => {
-		const slugs = new Set<string>();
-		for (let i = 0; i < 1000; i++) {
-			slugs.add(generateSlug());
-		}
-		// With 62^8 possibilities, 1000 slugs should all be unique
-		expect(slugs.size).toBe(1000);
-	});
-});
-
-describe("URL validation helper", () => {
-	it("accepts https URLs", () => {
-		expect(isValidTargetUrl("https://example.com")).toBe(true);
-		expect(isValidTargetUrl("https://example.com/path")).toBe(true);
-		expect(isValidTargetUrl("https://example.com/path?query=value")).toBe(true);
-		expect(isValidTargetUrl("https://sub.example.com")).toBe(true);
-	});
-
-	it("accepts http URLs", () => {
-		expect(isValidTargetUrl("http://example.com")).toBe(true);
-		expect(isValidTargetUrl("http://localhost:3000")).toBe(true);
-	});
-
-	it("rejects non-http protocols", () => {
-		expect(isValidTargetUrl("ftp://example.com")).toBe(false);
-		expect(isValidTargetUrl("file:///path/to/file")).toBe(false);
-		expect(isValidTargetUrl("javascript:alert(1)")).toBe(false);
-		expect(isValidTargetUrl("data:text/html,<h1>Hi</h1>")).toBe(false);
-	});
-
-	it("rejects invalid URLs", () => {
-		expect(isValidTargetUrl("not-a-url")).toBe(false);
-		expect(isValidTargetUrl("")).toBe(false);
-		expect(isValidTargetUrl("example.com")).toBe(false);
-	});
-});
-
-describe("link expiration logic", () => {
-	function isExpired(expiresAt: Date | string | null): boolean {
-		if (!expiresAt) {
-			return false;
-		}
-		return new Date(expiresAt) < new Date();
-	}
-
-	it("returns false for null expiration", () => {
-		expect(isExpired(null)).toBe(false);
-	});
-
-	it("returns true for past date", () => {
-		const past = new Date(Date.now() - 86_400_000); // 1 day ago
-		expect(isExpired(past)).toBe(true);
-	});
-
-	it("returns false for future date", () => {
-		const future = new Date(Date.now() + 86_400_000); // 1 day from now
-		expect(isExpired(future)).toBe(false);
-	});
-
-	it("handles ISO string dates", () => {
-		const past = new Date(Date.now() - 1000).toISOString();
-		const future = new Date(Date.now() + 100_000).toISOString();
-
-		expect(isExpired(past)).toBe(true);
-		expect(isExpired(future)).toBe(false);
-	});
-});
-
-describe("link data structure", () => {
-	it("creates valid link object structure", () => {
-		const linkData = {
+describe("linkOutputSchema validation", () => {
+	it("accepts link rows returned by the router", () => {
+		const result = linkOutputSchema.safeParse({
 			id: "link-123",
 			organizationId: "org-456",
 			createdBy: "user-789",
 			folderId: "folder-posts",
-			name: "Marketing Campaign",
 			slug: "campaign-2025",
+			name: "Marketing Campaign",
 			targetUrl: "https://example.com/landing?utm_source=twitter",
 			targetDomain: "example.com",
 			sourceType: "post",
@@ -489,222 +229,53 @@ describe("link data structure", () => {
 			expiresAt: null,
 			expiredRedirectUrl: null,
 			ogTitle: "Special Offer",
-			ogDescription: "Check out our amazing deal!",
+			ogDescription: "Check out our deal",
 			ogImageUrl: "https://example.com/og-image.png",
+			ogVideoUrl: null,
+			iosUrl: null,
+			androidUrl: null,
+			externalId: "external-123",
+			deepLinkApp: null,
+			deletedAt: null,
 			createdAt: new Date(),
 			updatedAt: new Date(),
-			deletedAt: null,
-		};
-
-		expect(linkData.id).toBeDefined();
-		expect(linkData.organizationId).toBeDefined();
-		expect(linkData.createdBy).toBeDefined();
-		expect(linkData.name).toBeDefined();
-		expect(linkData.slug).toBeDefined();
-		expect(linkData.targetUrl).toBeDefined();
-		expect(linkData.createdAt).toBeInstanceOf(Date);
-		expect(linkData.updatedAt).toBeInstanceOf(Date);
-		expect(linkData.deletedAt).toBeNull();
-	});
-
-	it("supports soft delete pattern", () => {
-		const activeLink = { deletedAt: null };
-		const deletedLink = { deletedAt: new Date() };
-
-		expect(activeLink.deletedAt).toBeNull();
-		expect(deletedLink.deletedAt).toBeInstanceOf(Date);
-	});
-});
-
-describe("authorization permission mapping", () => {
-	// Test the permission mapping logic from authorizeOrganizationAccess
-	function mapPermission(
-		permission: "read" | "create" | "update" | "delete"
-	): "read" | "create" | "delete" {
-		return permission === "read"
-			? "read"
-			: permission === "delete"
-				? "delete"
-				: "create";
-	}
-
-	it("maps read permission correctly", () => {
-		expect(mapPermission("read")).toBe("read");
-	});
-
-	it("maps create permission correctly", () => {
-		expect(mapPermission("create")).toBe("create");
-	});
-
-	it("maps update permission to create", () => {
-		expect(mapPermission("update")).toBe("create");
-	});
-
-	it("maps delete permission correctly", () => {
-		expect(mapPermission("delete")).toBe("delete");
-	});
-});
-
-describe("slug collision handling", () => {
-	it("should retry up to max attempts on collision", () => {
-		const maxAttempts = 10;
-		let attempts = 0;
-		let success = false;
-
-		// Simulate collision handling
-		while (attempts < maxAttempts && !success) {
-			const slug = generateSlug();
-			attempts++;
-
-			// Simulate: first 9 attempts fail, 10th succeeds
-			if (attempts === 10) {
-				success = true;
-			}
-		}
-
-		expect(attempts).toBe(10);
-		expect(success).toBe(true);
-	});
-
-	it("should fail after max attempts exhausted", () => {
-		const maxAttempts = 10;
-		let attempts = 0;
-		const success = false;
-
-		// Simulate all attempts failing
-		while (attempts < maxAttempts && !success) {
-			attempts++;
-			// Never succeed
-		}
-
-		expect(attempts).toBe(maxAttempts);
-		expect(success).toBe(false);
-	});
-});
-
-describe("cache invalidation scenarios", () => {
-	it("should invalidate cache on create", () => {
-		const cacheOperations: string[] = [];
-
-		// Simulate create flow
-		const slug = "new-slug";
-		cacheOperations.push(`invalidate:${slug}`);
-
-		expect(cacheOperations).toContain(`invalidate:${slug}`);
-	});
-
-	it("should invalidate both old and new slug on update", () => {
-		const cacheOperations: string[] = [];
-
-		// Simulate update flow with slug change
-		const oldSlug = "old-slug";
-		const newSlug = "new-slug";
-
-		cacheOperations.push(`invalidate:${oldSlug}`);
-		cacheOperations.push(`invalidate:${newSlug}`);
-
-		expect(cacheOperations).toContain(`invalidate:${oldSlug}`);
-		expect(cacheOperations).toContain(`invalidate:${newSlug}`);
-	});
-
-	it("should invalidate cache on delete", () => {
-		const cacheOperations: string[] = [];
-
-		// Simulate delete flow
-		const slug = "deleted-slug";
-		cacheOperations.push(`invalidate:${slug}`);
-
-		expect(cacheOperations).toContain(`invalidate:${slug}`);
-	});
-});
-
-describe("OG metadata handling", () => {
-	it("should detect custom OG presence", () => {
-		const hasCustomOg = (link: {
-			ogTitle: string | null;
-			ogDescription: string | null;
-			ogImageUrl: string | null;
-		}) => {
-			return link.ogTitle ?? link.ogDescription ?? link.ogImageUrl;
-		};
-
-		expect(
-			hasCustomOg({ ogTitle: "Title", ogDescription: null, ogImageUrl: null })
-		).toBeTruthy();
-		expect(
-			hasCustomOg({ ogTitle: null, ogDescription: "Desc", ogImageUrl: null })
-		).toBeTruthy();
-		expect(
-			hasCustomOg({
-				ogTitle: null,
-				ogDescription: null,
-				ogImageUrl: "https://img.com",
-			})
-		).toBeTruthy();
-		expect(
-			hasCustomOg({ ogTitle: null, ogDescription: null, ogImageUrl: null })
-		).toBeFalsy();
-	});
-
-	it("should respect OG field length limits", () => {
-		const ogTitle = "a".repeat(200); // Max allowed
-		const ogDescription = "b".repeat(500); // Max allowed
-
-		const titleResult = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "Link",
-			targetUrl: "https://example.com",
-			ogTitle,
-		});
-		expect(titleResult.success).toBe(true);
-
-		const descResult = createLinkSchema.safeParse({
-			organizationId: "org-123",
-			name: "Link",
-			targetUrl: "https://example.com",
-			ogDescription,
 		});
-		expect(descResult.success).toBe(true);
-	});
-});
 
-describe("error handling patterns", () => {
-	it("should identify slug conflict errors", () => {
-		const isSlugConflict = (error: { code?: string; constraint?: string }) => {
-			return error.code === "23505" && error.constraint === "links_slug_unique";
-		};
-
-		expect(
-			isSlugConflict({ code: "23505", constraint: "links_slug_unique" })
-		).toBe(true);
-		expect(
-			isSlugConflict({ code: "23505", constraint: "other_constraint" })
-		).toBe(false);
-		expect(isSlugConflict({ code: "other_code" })).toBe(false);
+		expect(result.success).toBe(true);
 	});
 
-	it("should map error codes to user messages", () => {
-		const getErrorMessage = (code: string): string => {
-			switch (code) {
-				case "CONFLICT":
-					return "This slug is already taken";
-				case "NOT_FOUND":
-					return "Link not found";
-				case "UNAUTHORIZED":
-					return "Authentication is required";
-				case "FORBIDDEN":
-					return "You do not have permission to access this organization";
-				case "BAD_REQUEST":
-					return "Target URL must be an absolute HTTP or HTTPS URL";
-				default:
-					return "An unexpected error occurred";
-			}
-		};
+	it("coerces serialized timestamp fields", () => {
+		const result = linkOutputSchema.safeParse({
+			id: "link-123",
+			organizationId: "org-456",
+			createdBy: "user-789",
+			folderId: null,
+			slug: "campaign-2025",
+			name: "Marketing Campaign",
+			targetUrl: "https://example.com/landing",
+			targetDomain: "example.com",
+			sourceType: null,
+			sourceId: null,
+			sourceOwnerId: null,
+			expiresAt: "2025-12-31T00:00:00.000Z",
+			expiredRedirectUrl: null,
+			ogTitle: null,
+			ogDescription: null,
+			ogImageUrl: null,
+			ogVideoUrl: null,
+			iosUrl: null,
+			androidUrl: null,
+			externalId: null,
+			deepLinkApp: null,
+			deletedAt: null,
+			createdAt: "2025-01-01T00:00:00.000Z",
+			updatedAt: "2025-01-02T00:00:00.000Z",
+		});
 
-		expect(getErrorMessage("CONFLICT")).toBe("This slug is already taken");
-		expect(getErrorMessage("NOT_FOUND")).toBe("Link not found");
-		expect(getErrorMessage("UNAUTHORIZED")).toBe("Authentication is required");
-		expect(getErrorMessage("FORBIDDEN")).toContain("permission");
-		expect(getErrorMessage("BAD_REQUEST")).toContain("URL");
+		expect(result.success).toBe(true);
+		if (result.success) {
+			expect(result.data.createdAt).toBeInstanceOf(Date);
+			expect(result.data.expiresAt).toBeInstanceOf(Date);
+		}
 	});
 });
diff --git a/packages/rpc/src/routers/links.ts b/packages/rpc/src/routers/links.ts
index 54e16e319..c473653f2 100644
--- a/packages/rpc/src/routers/links.ts
+++ b/packages/rpc/src/routers/links.ts
@@ -14,112 +14,37 @@ import { logger } from "../lib/logger";
 import { setTrackProperties } from "../middleware/track-mutation";
 import { type Context, protectedProcedure, trackedProcedure } from "../orpc";
 import { withWorkspace } from "../procedures/with-workspace";
-
-const generateSlug = customAlphabet(
+import {
+	createLinkSchema,
+	deleteLinkSchema,
+	getLinkSchema,
+	linkOutputSchema,
+	listLinksSchema,
+	updateLinkSchema,
+} from "./links.schemas";
+
+type LinkPermission = "read" | "create" | "update" | "delete";
+type LinkRow = typeof links.$inferSelect;
+type CacheableLink = Pick<
+	LinkRow,
+	| "id"
+	| "targetUrl"
+	| "expiresAt"
+	| "expiredRedirectUrl"
+	| "ogTitle"
+	| "ogDescription"
+	| "ogImageUrl"
+	| "ogVideoUrl"
+	| "iosUrl"
+	| "androidUrl"
+	| "deepLinkApp"
+>;
+
+const generateLinkSlug = customAlphabet(
 	"0123456789ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz",
 	8
 );
 
-const listLinksSchema = z
-	.object({
-		organizationId: z.string().optional(),
-		externalId: z.string().optional(),
-		folderId: z.string().nullable().optional(),
-		sourceType: z.string().max(64).optional(),
-		sourceId: z.string().max(255).optional(),
-		sourceOwnerId: z.string().max(255).optional(),
-		targetDomain: z.string().max(255).optional(),
-	})
-	.default({});
-
-const getLinkSchema = z.object({
-	id: z.string(),
-});
-
-const slugSchema = z
-	.string()
-	.min(3)
-	.max(50)
-	.regex(
-		/^[a-zA-Z0-9_-]+$/,
-		"Slug can only contain letters, numbers, hyphens, and underscores"
-	);
-
-const createLinkSchema = z.object({
-	organizationId: z.string().optional(),
-	name: z.string().min(1).max(255),
-	targetUrl: z.url(),
-	slug: slugSchema.optional(),
-	folderId: z.string().nullable().optional(),
-	expiresAt: z.date().nullable().optional(),
-	expiredRedirectUrl: z.url().nullable().optional(),
-	ogTitle: z.string().max(200).nullable().optional(),
-	ogDescription: z.string().max(500).nullable().optional(),
-	ogImageUrl: z.url().nullable().optional(),
-	ogVideoUrl: z.url().nullable().optional(),
-	iosUrl: z.url().nullable().optional(),
-	androidUrl: z.url().nullable().optional(),
-	externalId: z.string().max(255).nullable().optional(),
-	sourceType: z.string().max(64).nullable().optional(),
-	sourceId: z.string().max(255).nullable().optional(),
-	sourceOwnerId: z.string().max(255).nullable().optional(),
-	targetDomain: z.string().max(255).nullable().optional(),
-	deepLinkApp: z.string().nullable().optional(),
-});
-
-const updateLinkSchema = z.object({
-	id: z.string(),
-	name: z.string().min(1).max(255).optional(),
-	targetUrl: z.url().optional(),
-	slug: slugSchema.optional(),
-	folderId: z.string().nullable().optional(),
-	expiresAt: z.string().datetime().nullable().optional(),
-	expiredRedirectUrl: z.url().nullable().optional(),
-	ogTitle: z.string().max(200).nullable().optional(),
-	ogDescription: z.string().max(500).nullable().optional(),
-	ogImageUrl: z.url().nullable().optional(),
-	ogVideoUrl: z.url().nullable().optional(),
-	iosUrl: z.url().nullable().optional(),
-	androidUrl: z.url().nullable().optional(),
-	externalId: z.string().max(255).nullable().optional(),
-	sourceType: z.string().max(64).nullable().optional(),
-	sourceId: z.string().max(255).nullable().optional(),
-	sourceOwnerId: z.string().max(255).nullable().optional(),
-	targetDomain: z.string().max(255).nullable().optional(),
-	deepLinkApp: z.string().nullable().optional(),
-});
-
-const deleteLinkSchema = z.object({
-	id: z.string(),
-});
-
-const linkOutputSchema = z.object({
-	id: z.string(),
-	organizationId: z.string(),
-	createdBy: z.string(),
-	folderId: z.string().nullable(),
-	slug: z.string(),
-	name: z.string(),
-	targetUrl: z.string(),
-	targetDomain: z.string().nullable(),
-	sourceType: z.string().nullable(),
-	sourceId: z.string().nullable(),
-	sourceOwnerId: z.string().nullable(),
-	expiresAt: z.nullable(z.coerce.date()),
-	expiredRedirectUrl: z.string().nullable(),
-	ogTitle: z.string().nullable(),
-	ogDescription: z.string().nullable(),
-	ogImageUrl: z.string().nullable(),
-	ogVideoUrl: z.string().nullable(),
-	iosUrl: z.string().nullable(),
-	androidUrl: z.string().nullable(),
-	externalId: z.string().nullable(),
-	deepLinkApp: z.string().nullable(),
-	deletedAt: z.nullable(z.coerce.date()),
-	createdAt: z.coerce.date(),
-	updatedAt: z.coerce.date(),
-});
-
 function validateHttpUrl(url: string): void {
 	const parsed = new URL(url);
 	if (parsed.protocol !== "http:" && parsed.protocol !== "https:") {
@@ -191,19 +116,7 @@ async function validateFolderId(
 	throw rpcError.badRequest("Link folder does not exist in this organization");
 }
 
-function toCachedLink(link: {
-	id: string;
-	targetUrl: string;
-	expiresAt: Date | null;
-	expiredRedirectUrl: string | null;
-	ogTitle: string | null;
-	ogDescription: string | null;
-	ogImageUrl: string | null;
-	ogVideoUrl: string | null;
-	iosUrl: string | null;
-	androidUrl: string | null;
-	deepLinkApp: string | null;
-}): CachedLink {
+function toCachedLink(link: CacheableLink): CachedLink {
 	return {
 		id: link.id,
 		targetUrl: link.targetUrl,
@@ -219,6 +132,42 @@ function toCachedLink(link: {
 	};
 }
 
+function requireOrganizationId(
+	organizationId: string | null | undefined
+): string {
+	if (!organizationId) {
+		throw rpcError.badRequest("Organization ID is required");
+	}
+	return organizationId;
+}
+
+function requireLinkAccess(
+	context: Context,
+	organizationId: string,
+	permission: LinkPermission
+) {
+	const permissions: [LinkPermission] = [permission];
+	return withWorkspace(context, {
+		organizationId,
+		resource: "link",
+		permissions,
+	});
+}
+
+async function getLinkOrThrow(context: Context, id: string): Promise<LinkRow> {
+	const [link] = await context.db
+		.select()
+		.from(links)
+		.where(eq(links.id, id))
+		.limit(1);
+
+	if (!link) {
+		throw rpcError.notFound("link", id);
+	}
+
+	return link;
+}
+
 export const linksRouter = {
 	list: protectedProcedure
 		.route({
@@ -233,17 +182,11 @@ export const linksRouter = {
 		.input(listLinksSchema)
 		.output(z.array(linkOutputSchema))
 		.handler(async ({ context, input }) => {
-			const organizationId =
-				input.organizationId ?? context.organizationId ?? null;
-			if (!organizationId) {
-				throw rpcError.badRequest("Organization ID is required");
-			}
+			const organizationId = requireOrganizationId(
+				input.organizationId ?? context.organizationId
+			);
 
-			await withWorkspace(context, {
-				organizationId,
-				resource: "link",
-				permissions: ["read"],
-			});
+			await requireLinkAccess(context, organizationId, "read");
 
 			const conditions = [eq(links.organizationId, organizationId)];
 			if (input.externalId) {
@@ -290,27 +233,10 @@ export const linksRouter = {
 		.input(getLinkSchema)
 		.output(linkOutputSchema)
 		.handler(async ({ context, input }) => {
-			const result = await context.db
-				.select()
-				.from(links)
-				.where(eq(links.id, input.id))
-				.limit(1);
-
-			if (result.length === 0) {
-				throw rpcError.notFound("link", input.id);
-			}
+			const link = await getLinkOrThrow(context, input.id);
+			await requireLinkAccess(context, link.organizationId, "read");
 
-			const linkRow = result[0];
-			if (!linkRow) {
-				throw rpcError.notFound("link", input.id);
-			}
-			await withWorkspace(context, {
-				organizationId: linkRow.organizationId,
-				resource: "link",
-				permissions: ["read"],
-			});
-
-			return linkRow;
+			return link;
 		}),
 
 	create: trackedProcedure
@@ -329,17 +255,15 @@ export const linksRouter = {
 				has_expiry: !!input.expiresAt,
 				has_og: !!(input.ogTitle || input.ogImageUrl),
 			});
-			const organizationId =
-				input.organizationId?.trim() || context.organizationId || null;
-			if (!organizationId) {
-				throw rpcError.badRequest("Organization ID is required");
-			}
+			const organizationId = requireOrganizationId(
+				input.organizationId?.trim() || context.organizationId
+			);
 
-			const workspace = await withWorkspace(context, {
+			const workspace = await requireLinkAccess(
+				context,
 				organizationId,
-				resource: "link",
-				permissions: ["create"],
-			});
+				"create"
+			);
 
 			validateHttpUrl(input.targetUrl);
 			if (input.expiredRedirectUrl) {
@@ -357,7 +281,7 @@ export const linksRouter = {
 
 			const slugsToTry = input.slug
 				? [input.slug]
-				: Array.from({ length: 10 }, () => generateSlug());
+				: Array.from({ length: 10 }, () => generateLinkSlug());
 
 			for (const slug of slugsToTry) {
 				try {
@@ -431,25 +355,8 @@ export const linksRouter = {
 		.input(updateLinkSchema)
 		.output(linkOutputSchema)
 		.handler(async ({ context, input }) => {
-			const existingLink = await context.db
-				.select()
-				.from(links)
-				.where(eq(links.id, input.id))
-				.limit(1);
-
-			if (existingLink.length === 0) {
-				throw rpcError.notFound("link", input.id);
-			}
-
-			const link = existingLink[0];
-			if (!link) {
-				throw rpcError.notFound("link", input.id);
-			}
-			await withWorkspace(context, {
-				organizationId: link.organizationId,
-				resource: "link",
-				permissions: ["update"],
-			});
+			const link = await getLinkOrThrow(context, input.id);
+			await requireLinkAccess(context, link.organizationId, "update");
 
 			if (input.targetUrl) {
 				validateHttpUrl(input.targetUrl);
@@ -559,29 +466,8 @@ export const linksRouter = {
 		.input(deleteLinkSchema)
 		.output(z.object({ success: z.literal(true) }))
 		.handler(async ({ context, input }) => {
-			const existingLink = await context.db
-				.select({
-					organizationId: links.organizationId,
-					slug: links.slug,
-				})
-				.from(links)
-				.where(eq(links.id, input.id))
-				.limit(1);
-
-			if (existingLink.length === 0) {
-				throw rpcError.notFound("link", input.id);
-			}
-
-			const link = existingLink[0];
-			if (!link) {
-				throw rpcError.notFound("link", input.id);
-			}
-
-			await withWorkspace(context, {
-				organizationId: link.organizationId,
-				resource: "link",
-				permissions: ["delete"],
-			});
+			const link = await getLinkOrThrow(context, input.id);
+			await requireLinkAccess(context, link.organizationId, "delete");
 
 			try {
 				await invalidateLinkCache(link.slug);

From d909f3ff71a57dd9161cce857253ac9a9f64d70a Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 22:08:35 +0300
Subject: [PATCH 050/129] refactor(dashboard): streamline links UI components
 and use-links hook

Simplify the link sheet, folder sheet, QR code, and expiration picker components
and the use-links hook against the tightened rpc link schemas.
---
 .../links/_components/expiration-picker.tsx   | 240 +++++++++---------
 .../links/_components/link-folder-sheet.tsx   |  28 +-
 .../(main)/links/_components/link-qr-code.tsx | 129 +++++-----
 .../(main)/links/_components/link-sheet.tsx   | 128 +++-------
 apps/dashboard/app/(main)/links/page.tsx      |  74 +++---
 apps/dashboard/hooks/use-links.ts             | 105 +++-----
 6 files changed, 299 insertions(+), 405 deletions(-)

diff --git a/apps/dashboard/app/(main)/links/_components/expiration-picker.tsx b/apps/dashboard/app/(main)/links/_components/expiration-picker.tsx
index 8652d26c7..5d0243976 100644
--- a/apps/dashboard/app/(main)/links/_components/expiration-picker.tsx
+++ b/apps/dashboard/app/(main)/links/_components/expiration-picker.tsx
@@ -1,6 +1,6 @@
 "use client";
 
-import { useCallback, useMemo, useState } from "react";
+import { useState } from "react";
 import {
 	Popover,
 	PopoverContent,
@@ -17,13 +17,7 @@ import {
 import { Calendar } from "@databuddy/ui/client";
 import { Button, dayjs } from "@databuddy/ui";
 
-interface ExpirationPreset {
-	getDate: () => Date;
-	label: string;
-	value: string;
-}
-
-const EXPIRATION_PRESETS: ExpirationPreset[] = [
+const EXPIRATION_PRESETS = [
 	{
 		label: "1 hour",
 		value: "1h",
@@ -56,6 +50,8 @@ const EXPIRATION_PRESETS: ExpirationPreset[] = [
 	},
 ];
 
+type ExpirationPreset = (typeof EXPIRATION_PRESETS)[number];
+
 function formatPresetPreview(preset: ExpirationPreset): string {
 	const date = dayjs(preset.getDate());
 	const now = dayjs();
@@ -71,6 +67,36 @@ function formatPresetPreview(preset: ExpirationPreset): string {
 	return date.format("MMM D, YYYY");
 }
 
+function formatDisplay(date: Date | null): string {
+	if (!date) {
+		return "Never expires";
+	}
+
+	const now = dayjs();
+	const target = dayjs(date);
+	const diffHours = target.diff(now, "hour");
+	const diffDays = target.diff(now, "day");
+
+	if (diffHours < 0) {
+		return `Expired ${target.fromNow()}`;
+	}
+
+	if (diffHours < 24) {
+		return `Expires in ${diffHours}h · ${target.format("h:mm A")}`;
+	}
+
+	if (diffDays < 7) {
+		return `Expires in ${diffDays}d · ${target.format("ddd, MMM D")}`;
+	}
+
+	return `Expires ${target.format("MMM D, YYYY")}`;
+}
+
+function withTime(date: Date, time: string) {
+	const [hours, minutes] = time.split(":").map(Number);
+	return dayjs(date).hour(hours).minute(minutes).second(0);
+}
+
 interface ExpirationPickerProps {
 	className?: string;
 	onChange: (value: string) => void;
@@ -82,111 +108,71 @@ export function ExpirationPicker({
 	onChange,
 	className,
 }: ExpirationPickerProps) {
-	const [isOpen, setIsOpen] = useState(false);
-	const [showCustom, setShowCustom] = useState(false);
-	const [customDate, setCustomDate] = useState<Date | undefined>(undefined);
-	const [customTime, setCustomTime] = useState("12:00");
-
-	const currentDate = useMemo(() => {
-		if (!value) {
-			return null;
-		}
-		const parsed = dayjs(value);
-		return parsed.isValid() ? parsed.toDate() : null;
-	}, [value]);
-
-	const activePreset = useMemo(() => {
-		if (!currentDate) {
-			return null;
-		}
-		const target = dayjs(currentDate);
-
-		for (const preset of EXPIRATION_PRESETS) {
-			const presetDate = dayjs(preset.getDate());
-			const diffMinutes = Math.abs(target.diff(presetDate, "minute"));
-			if (diffMinutes < 5) {
-				return preset.value;
-			}
-		}
-		return "custom";
-	}, [currentDate]);
-
-	const formatDisplay = useCallback((date: Date | null) => {
-		if (!date) {
-			return "Never expires";
-		}
-
-		const now = dayjs();
-		const target = dayjs(date);
-		const diffHours = target.diff(now, "hour");
-		const diffDays = target.diff(now, "day");
-
-		if (diffHours < 0) {
-			return `Expired ${target.fromNow()}`;
-		}
-
-		if (diffHours < 24) {
-			return `Expires in ${diffHours}h · ${target.format("h:mm A")}`;
-		}
-
-		if (diffDays < 7) {
-			return `Expires in ${diffDays}d · ${target.format("ddd, MMM D")}`;
-		}
-
-		return `Expires ${target.format("MMM D, YYYY")}`;
-	}, []);
-
-	const handlePresetSelect = useCallback(
-		(preset: ExpirationPreset) => {
-			const date = preset.getDate();
-			onChange(dayjs(date).format("YYYY-MM-DDTHH:mm"));
-			setShowCustom(false);
-			setIsOpen(false);
-		},
-		[onChange]
-	);
+	const [picker, setPicker] = useState({
+		customDate: undefined as Date | undefined,
+		customTime: "12:00",
+		isOpen: false,
+		showCustom: false,
+	});
+	const parsedValue = value ? dayjs(value) : null;
+	const currentDate = parsedValue?.isValid() ? parsedValue.toDate() : null;
+	const activePreset = currentDate
+		? (EXPIRATION_PRESETS.find(
+				(preset) =>
+					Math.abs(dayjs(currentDate).diff(dayjs(preset.getDate()), "minute")) <
+					5
+			)?.value ?? "custom")
+		: null;
+	const isExpired = currentDate && dayjs(currentDate).isBefore(dayjs());
 
-	const handleClear = useCallback(() => {
+	const closePicker = () => {
+		setPicker((state) => ({ ...state, isOpen: false, showCustom: false }));
+	};
+	const showPresets = () => {
+		setPicker((state) => ({ ...state, showCustom: false }));
+	};
+	const showCustom = () => {
+		setPicker((state) => ({ ...state, showCustom: true }));
+	};
+
+	const selectPreset = (preset: ExpirationPreset) => {
+		onChange(dayjs(preset.getDate()).format("YYYY-MM-DDTHH:mm"));
+		closePicker();
+	};
+
+	const clearExpiration = () => {
 		onChange("");
-		setShowCustom(false);
-		setIsOpen(false);
-	}, [onChange]);
-
-	const handleCustomDateSelect = useCallback((date: Date | undefined) => {
-		setCustomDate(date);
-	}, []);
+		closePicker();
+	};
 
-	const handleApplyCustom = useCallback(() => {
-		if (!customDate) {
+	const applyCustom = () => {
+		if (!picker.customDate) {
 			return;
 		}
 
-		const [hours, minutes] = customTime.split(":").map(Number);
-		const finalDate = dayjs(customDate).hour(hours).minute(minutes).second(0);
-
-		onChange(finalDate.format("YYYY-MM-DDTHH:mm"));
-		setShowCustom(false);
-		setIsOpen(false);
-	}, [customDate, customTime, onChange]);
-
-	const handleOpenChange = useCallback(
-		(open: boolean) => {
-			setIsOpen(open);
-			if (open) {
-				setCustomDate(currentDate || undefined);
-				setCustomTime(
-					currentDate ? dayjs(currentDate).format("HH:mm") : "12:00"
-				);
-				setShowCustom(false);
-			}
-		},
-		[currentDate]
-	);
-
-	const isExpired = currentDate && dayjs(currentDate).isBefore(dayjs());
+		onChange(
+			withTime(picker.customDate, picker.customTime).format("YYYY-MM-DDTHH:mm")
+		);
+		closePicker();
+	};
 
 	return (
-		<Popover onOpenChange={handleOpenChange} open={isOpen}>
+		<Popover
+			onOpenChange={(isOpen) => {
+				setPicker((state) => ({
+					...state,
+					customDate: isOpen ? (currentDate ?? undefined) : state.customDate,
+					customTime: isOpen
+						? currentDate
+							? dayjs(currentDate).format("HH:mm")
+							: "12:00"
+						: state.customTime,
+					isOpen,
+					showCustom: isOpen ? false : state.showCustom,
+				}));
+			}}
+			open={picker.isOpen}
+		>
 			<div className="relative flex items-center">
 				<PopoverTrigger asChild>
 					<Button
@@ -221,7 +207,7 @@ export function ExpirationPicker({
 						className="absolute right-2 rounded p-0.5 hover:bg-accent focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring"
 						onClick={(e) => {
 							e.stopPropagation();
-							handleClear();
+							clearExpiration();
 						}}
 						type="button"
 					>
@@ -237,13 +223,13 @@ export function ExpirationPicker({
 				side="bottom"
 				sideOffset={4}
 			>
-				{showCustom ? (
+				{picker.showCustom ? (
 					<div className="flex flex-col">
 						<div className="flex items-center justify-between border-b px-4 py-3">
 							<button
 								aria-label="Go back to presets"
 								className="rounded text-muted-foreground text-sm hover:text-foreground focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring"
-								onClick={() => setShowCustom(false)}
+								onClick={showPresets}
 								type="button"
 							>
 								← Back
@@ -254,11 +240,13 @@ export function ExpirationPicker({
 
 						<div className="p-3">
 							<Calendar
-								defaultMonth={customDate || new Date()}
+								defaultMonth={picker.customDate || new Date()}
 								disabled={(date) => dayjs(date).isBefore(dayjs(), "day")}
 								mode="single"
-								onSelect={handleCustomDateSelect}
-								selected={customDate}
+								onSelect={(customDate) =>
+									setPicker((state) => ({ ...state, customDate }))
+								}
+								selected={picker.customDate}
 							/>
 						</div>
 
@@ -275,29 +263,33 @@ export function ExpirationPicker({
 								<input
 									className="ml-auto h-8 rounded border bg-input px-2 text-center font-mono text-sm tabular-nums focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring"
 									id="expiration-time"
-									onChange={(e) => setCustomTime(e.target.value)}
+									onChange={(e) =>
+										setPicker((state) => ({
+											...state,
+											customTime: e.target.value,
+										}))
+									}
 									type="time"
-									value={customTime}
+									value={picker.customTime}
 								/>
 							</div>
 
-							{customDate && (
+							{picker.customDate && (
 								<p
 									aria-live="polite"
 									className="mt-2 text-muted-foreground text-xs"
 								>
 									Expires{" "}
-									{dayjs(customDate)
-										.hour(Number.parseInt(customTime.split(":")[0], 10))
-										.minute(Number.parseInt(customTime.split(":")[1], 10))
-										.format("MMMM D, YYYY [at] h:mm A")}
+									{withTime(picker.customDate, picker.customTime).format(
+										"MMMM D, YYYY [at] h:mm A"
+									)}
 								</p>
 							)}
 						</div>
 
 						<div className="flex items-center justify-end gap-2 border-t bg-secondary/50 px-4 py-3">
 							<Button
-								onClick={() => setShowCustom(false)}
+								onClick={showPresets}
 								size="sm"
 								type="button"
 								variant="ghost"
@@ -305,8 +297,8 @@ export function ExpirationPicker({
 								Cancel
 							</Button>
 							<Button
-								disabled={!customDate}
-								onClick={handleApplyCustom}
+								disabled={!picker.customDate}
+								onClick={applyCustom}
 								size="sm"
 								type="button"
 							>
@@ -333,7 +325,7 @@ export function ExpirationPicker({
 												: "hover:bg-secondary"
 										)}
 										key={preset.value}
-										onClick={() => handlePresetSelect(preset)}
+										onClick={() => selectPreset(preset)}
 										type="button"
 									>
 										<span className="text-sm">{preset.label}</span>
@@ -363,7 +355,7 @@ export function ExpirationPicker({
 									activePreset === "custom" &&
 										"bg-primary text-primary-foreground hover:bg-primary"
 								)}
-								onClick={() => setShowCustom(true)}
+								onClick={showCustom}
 								type="button"
 							>
 								<CalendarIcon
@@ -384,7 +376,7 @@ export function ExpirationPicker({
 									!value &&
 										"bg-primary text-primary-foreground hover:bg-primary"
 								)}
-								onClick={handleClear}
+								onClick={clearExpiration}
 								type="button"
 							>
 								<InfinityIcon
diff --git a/apps/dashboard/app/(main)/links/_components/link-folder-sheet.tsx b/apps/dashboard/app/(main)/links/_components/link-folder-sheet.tsx
index 64c170f21..560baef61 100644
--- a/apps/dashboard/app/(main)/links/_components/link-folder-sheet.tsx
+++ b/apps/dashboard/app/(main)/links/_components/link-folder-sheet.tsx
@@ -1,6 +1,6 @@
 "use client";
 
-import { type FormEvent, useEffect, useState } from "react";
+import type { FormEvent } from "react";
 import { Button, Field, Input } from "@databuddy/ui";
 import { Sheet } from "@databuddy/ui/client";
 
@@ -17,21 +17,16 @@ export function LinkFolderSheet({
 	onOpenChange,
 	open,
 }: LinkFolderSheetProps) {
-	const [name, setName] = useState("");
-	const trimmedName = name.trim();
-
-	useEffect(() => {
-		if (!open) {
-			setName("");
-		}
-	}, [open]);
-
 	const handleSubmit = async (event: FormEvent<HTMLFormElement>) => {
 		event.preventDefault();
-		if (!trimmedName) {
+		const form = event.currentTarget;
+		const name = new FormData(form).get("name")?.toString().trim() ?? "";
+
+		if (!name) {
 			return;
 		}
-		await onCreate(trimmedName);
+		await onCreate(name);
+		form.reset();
 	};
 
 	return (
@@ -50,12 +45,7 @@ export function LinkFolderSheet({
 					<Sheet.Body>
 						<Field>
 							<Field.Label>Folder Name</Field.Label>
-							<Input
-								autoFocus
-								onChange={(event) => setName(event.target.value)}
-								placeholder="Posts"
-								value={name}
-							/>
+							<Input autoFocus name="name" placeholder="Posts" required />
 						</Field>
 					</Sheet.Body>
 					<Sheet.Footer>
@@ -66,7 +56,7 @@ export function LinkFolderSheet({
 						>
 							Cancel
 						</Button>
-						<Button disabled={!trimmedName} loading={isCreating} type="submit">
+						<Button loading={isCreating} type="submit">
 							Create Folder
 						</Button>
 					</Sheet.Footer>
diff --git a/apps/dashboard/app/(main)/links/_components/link-qr-code.tsx b/apps/dashboard/app/(main)/links/_components/link-qr-code.tsx
index 73bf3a37c..81a944cbd 100644
--- a/apps/dashboard/app/(main)/links/_components/link-qr-code.tsx
+++ b/apps/dashboard/app/(main)/links/_components/link-qr-code.tsx
@@ -1,6 +1,6 @@
 "use client";
 
-import { useCallback, useRef, useState } from "react";
+import { type ChangeEvent, useRef, useState } from "react";
 import { QRCode } from "react-qrcode-logo";
 import { toast } from "sonner";
 import { cn } from "@/lib/utils";
@@ -13,8 +13,6 @@ import {
 } from "@databuddy/ui/icons";
 import { Button } from "@databuddy/ui";
 
-type QrStyle = "squares" | "dots";
-
 const QR_SIZES = [
 	{ value: 128, label: "Small", description: "128px" },
 	{ value: 256, label: "Medium", description: "256px" },
@@ -51,32 +49,28 @@ export function LinkQrCode({
 	const fileInputRef = useRef<HTMLInputElement>(null);
 	const shortUrl = `${LINKS_FULL_URL}/${slug}`;
 
-	// Customization state
-	const [qrStyle, setQrStyle] = useState<QrStyle>("dots");
-	const [fgColor, setFgColor] = useState("#000000");
-	const [downloadSize, setDownloadSize] = useState(256);
-	const [logoImage, setLogoImage] = useState<string | undefined>(undefined);
-	const [logoSize, setLogoSize] = useState(50);
-
-	// Preview is always smaller
-	const previewSize = 180;
+	const [qr, setQr] = useState({
+		color: "#000000",
+		logo: "",
+		logoSize: 50,
+		size: 256,
+		style: "dots" as "squares" | "dots",
+	});
+	const updateQr = (next: Partial<typeof qr>) => {
+		setQr((current) => ({ ...current, ...next }));
+	};
 
-	const downloadQrCode = useCallback(() => {
+	const downloadQrCode = () => {
 		if (!qrRef.current) {
 			return;
 		}
 		const fileName = `${name.toLowerCase().replace(/\s+/g, "-")}-qr-code`;
 		qrRef.current.download("png", fileName);
 		toast.success("QR code downloaded");
-	}, [name]);
-
-	const copyQrCode = useCallback(() => {
-		if (!qrContainerRef.current) {
-			toast.error("Failed to copy QR code");
-			return;
-		}
+	};
 
-		const canvas = qrContainerRef.current.querySelector("canvas");
+	const copyQrCode = () => {
+		const canvas = qrContainerRef.current?.querySelector("canvas");
 		if (!canvas) {
 			toast.error("Failed to copy QR code");
 			return;
@@ -96,35 +90,34 @@ export function LinkQrCode({
 					toast.error("Failed to copy QR code");
 				});
 		}, "image/png");
-	}, []);
+	};
 
-	const handleLogoUpload = useCallback(
-		(e: React.ChangeEvent<HTMLInputElement>) => {
-			const file = e.target.files?.[0];
-			if (!file) {
-				return;
-			}
+	const handleLogoUpload = (event: ChangeEvent<HTMLInputElement>) => {
+		const file = event.target.files?.[0];
+		if (!file) {
+			return;
+		}
 
-			if (!file.type.startsWith("image/")) {
-				toast.error("Please upload an image file");
-				return;
-			}
+		if (!file.type.startsWith("image/")) {
+			toast.error("Please upload an image file");
+			return;
+		}
 
-			const reader = new FileReader();
-			reader.onload = (event) => {
-				setLogoImage(event.target?.result as string);
-			};
-			reader.readAsDataURL(file);
-		},
-		[]
-	);
+		const reader = new FileReader();
+		reader.onload = () => {
+			if (typeof reader.result === "string") {
+				updateQr({ logo: reader.result });
+			}
+		};
+		reader.readAsDataURL(file);
+	};
 
-	const removeLogo = useCallback(() => {
-		setLogoImage(undefined);
+	const removeLogo = () => {
+		updateQr({ logo: "" });
 		if (fileInputRef.current) {
 			fileInputRef.current.value = "";
 		}
-	}, []);
+	};
 
 	return (
 		<div className={cn("flex flex-col gap-6", className)}>
@@ -133,19 +126,19 @@ export function LinkQrCode({
 					<QRCode
 						bgColor="#ffffff"
 						ecLevel="H"
-						eyeRadius={qrStyle === "dots" ? 8 : 0}
-						fgColor={fgColor}
-						logoHeight={logoImage ? logoSize : undefined}
-						logoImage={logoImage}
-						logoPadding={logoImage ? 4 : undefined}
+						eyeRadius={qr.style === "dots" ? 8 : 0}
+						fgColor={qr.color}
+						logoHeight={qr.logo ? qr.logoSize : undefined}
+						logoImage={qr.logo || undefined}
+						logoPadding={qr.logo ? 4 : undefined}
 						logoPaddingStyle="circle"
-						logoWidth={logoImage ? logoSize : undefined}
-						qrStyle={qrStyle}
+						logoWidth={qr.logo ? qr.logoSize : undefined}
+						qrStyle={qr.style}
 						quietZone={16}
 						ref={qrRef}
-						removeQrCodeBehindLogo={!!logoImage}
-						size={downloadSize}
-						style={{ width: previewSize, height: previewSize }}
+						removeQrCodeBehindLogo={!!qr.logo}
+						size={qr.size}
+						style={{ width: 180, height: 180 }}
 						value={shortUrl}
 					/>
 				</div>
@@ -174,15 +167,15 @@ export function LinkQrCode({
 						<div className="grid grid-cols-4 gap-2">
 							{QR_SIZES.map((size) => (
 								<button
-									aria-pressed={downloadSize === size.value}
+									aria-pressed={qr.size === size.value}
 									className={cn(
 										"cursor-pointer rounded border py-2 text-center transition-all focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2",
-										downloadSize === size.value
+										qr.size === size.value
 											? "border-primary bg-primary/5 text-foreground"
 											: "border-transparent bg-secondary text-muted-foreground hover:border-border hover:text-foreground"
 									)}
 									key={size.value}
-									onClick={() => setDownloadSize(size.value)}
+									onClick={() => updateQr({ size: size.value })}
 									type="button"
 								>
 									<span className="block font-medium text-xs">
@@ -201,15 +194,15 @@ export function LinkQrCode({
 						<div className="grid grid-cols-2 gap-2">
 							{(["squares", "dots"] as const).map((style) => (
 								<button
-									aria-pressed={qrStyle === style}
+									aria-pressed={qr.style === style}
 									className={cn(
 										"cursor-pointer rounded border py-2.5 text-center transition-all focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2",
-										qrStyle === style
+										qr.style === style
 											? "border-primary bg-primary/5 text-foreground"
 											: "border-transparent bg-secondary text-muted-foreground hover:border-border hover:text-foreground"
 									)}
 									key={style}
-									onClick={() => setQrStyle(style)}
+									onClick={() => updateQr({ style })}
 									type="button"
 								>
 									<span className="font-medium text-sm capitalize">
@@ -228,12 +221,12 @@ export function LinkQrCode({
 									aria-label={color.label}
 									className={cn(
 										"size-8 cursor-pointer rounded border-2 transition-all",
-										fgColor === color.value
+										qr.color === color.value
 											? "border-primary ring-2 ring-primary/20"
 											: "border-transparent hover:border-border"
 									)}
 									key={color.value}
-									onClick={() => setFgColor(color.value)}
+									onClick={() => updateQr({ color: color.value })}
 									style={{ backgroundColor: color.value }}
 									type="button"
 								/>
@@ -248,14 +241,14 @@ export function LinkQrCode({
 						>
 							Logo
 						</span>
-						{logoImage ? (
+						{qr.logo ? (
 							<div className="flex items-center gap-3">
 								<div className="relative size-12 overflow-hidden rounded border bg-white">
 									<img
 										alt="Logo preview"
 										className="size-full object-contain"
 										height={48}
-										src={logoImage}
+										src={qr.logo}
 										width={48}
 									/>
 								</div>
@@ -270,20 +263,22 @@ export function LinkQrCode({
 										<input
 											aria-valuemax={80}
 											aria-valuemin={20}
-											aria-valuenow={logoSize}
+											aria-valuenow={qr.logoSize}
 											className="h-1.5 flex-1 cursor-pointer appearance-none rounded-full bg-secondary accent-primary"
 											id="logo-size"
 											max={80}
 											min={20}
-											onChange={(e) => setLogoSize(Number(e.target.value))}
+											onChange={(e) =>
+												updateQr({ logoSize: Number(e.target.value) })
+											}
 											type="range"
-											value={logoSize}
+											value={qr.logoSize}
 										/>
 										<span
 											aria-hidden="true"
 											className="w-8 text-right font-mono text-muted-foreground text-xs"
 										>
-											{logoSize}
+											{qr.logoSize}
 										</span>
 									</div>
 								</div>
diff --git a/apps/dashboard/app/(main)/links/_components/link-sheet.tsx b/apps/dashboard/app/(main)/links/_components/link-sheet.tsx
index 0db4d925c..68b925372 100644
--- a/apps/dashboard/app/(main)/links/_components/link-sheet.tsx
+++ b/apps/dashboard/app/(main)/links/_components/link-sheet.tsx
@@ -1,7 +1,7 @@
 "use client";
 
 import { zodResolver } from "@hookform/resolvers/zod";
-import { useCallback, useLayoutEffect, useMemo, useRef, useState } from "react";
+import { useState } from "react";
 import { Controller, type SubmitHandler, useForm } from "react-hook-form";
 import { toast } from "sonner";
 import { useOrganizationsContext } from "@/components/providers/organizations-provider";
@@ -73,104 +73,52 @@ function LinkSheetInner({ open, onOpenChange, link, onSave }: LinkSheetProps) {
 	const updateLinkMutation = useUpdateLink();
 	const { folders, isLoading: foldersLoading } = useLinkFolders();
 
-	const [utmParams, setUtmParams] = useState<UtmParams>(DEFAULT_UTM_PARAMS);
-	const [ogData, setOgData] = useState<OgData>(DEFAULT_OG_DATA);
-	const [useCustomOg, setUseCustomOg] = useState(false);
+	const initialTargetUrl = link ? stripProtocol(link.targetUrl) : "";
+	const initialCustomOg = !!(
+		link?.ogTitle ??
+		link?.ogDescription ??
+		link?.ogImageUrl
+	);
+
+	const [utmParams, setUtmParams] = useState<UtmParams>(() =>
+		link ? parseUtmFromUrl(initialTargetUrl) : DEFAULT_UTM_PARAMS
+	);
+	const [ogData, setOgData] = useState<OgData>(() =>
+		link
+			? {
+					ogTitle: link.ogTitle ?? "",
+					ogDescription: link.ogDescription ?? "",
+					ogImageUrl: link.ogImageUrl ?? "",
+					ogVideoUrl: link.ogVideoUrl ?? "",
+				}
+			: DEFAULT_OG_DATA
+	);
+	const [useCustomOg, setUseCustomOg] = useState(initialCustomOg);
 
 	const form = useForm<LinkFormData>({
 		resolver: zodResolver(linkFormSchema),
 		mode: "onChange",
 		defaultValues: {
-			name: "",
-			targetUrl: "",
-			slug: "",
-			folderId: "",
-			expiresAt: "",
-			expiredRedirectUrl: "",
-			iosUrl: "",
-			androidUrl: "",
-			externalId: "",
+			name: link?.name ?? "",
+			targetUrl: stripUtmFromUrl(initialTargetUrl),
+			slug: link?.slug ?? "",
+			folderId: link?.folderId ?? "",
+			expiresAt: link?.expiresAt
+				? dayjs(link.expiresAt).format("YYYY-MM-DDTHH:mm")
+				: "",
+			expiredRedirectUrl: stripProtocol(link?.expiredRedirectUrl ?? null),
+			iosUrl: stripProtocol(link?.iosUrl ?? null),
+			androidUrl: stripProtocol(link?.androidUrl ?? null),
+			externalId: link?.externalId ?? "",
 		},
 	});
 
-	const resetForm = useCallback(
-		(linkData: Link | null | undefined) => {
-			if (linkData) {
-				const targetUrl = stripProtocol(linkData.targetUrl);
-				const parsedUtm = parseUtmFromUrl(targetUrl);
-				setUtmParams(parsedUtm);
-				const urlWithoutUtm = stripUtmFromUrl(targetUrl);
-
-				const hasCustomOg =
-					linkData.ogTitle ?? linkData.ogDescription ?? linkData.ogImageUrl;
-				setUseCustomOg(!!hasCustomOg);
-				setOgData({
-					ogTitle: linkData.ogTitle ?? "",
-					ogDescription: linkData.ogDescription ?? "",
-					ogImageUrl: linkData.ogImageUrl ?? "",
-					ogVideoUrl: linkData.ogVideoUrl ?? "",
-				});
-
-				form.reset({
-					name: linkData.name,
-					targetUrl: urlWithoutUtm,
-					slug: linkData.slug,
-					folderId: linkData.folderId ?? "",
-					expiresAt: linkData.expiresAt
-						? dayjs(linkData.expiresAt).format("YYYY-MM-DDTHH:mm")
-						: "",
-					expiredRedirectUrl: stripProtocol(linkData.expiredRedirectUrl),
-					iosUrl: stripProtocol(linkData.iosUrl),
-					androidUrl: stripProtocol(linkData.androidUrl),
-					externalId: linkData.externalId ?? "",
-				});
-			} else {
-				form.reset({
-					name: "",
-					targetUrl: "",
-					slug: "",
-					folderId: "",
-					expiresAt: "",
-					expiredRedirectUrl: "",
-					iosUrl: "",
-					androidUrl: "",
-					externalId: "",
-				});
-				setUtmParams(DEFAULT_UTM_PARAMS);
-				setOgData(DEFAULT_OG_DATA);
-				setUseCustomOg(false);
-			}
-		},
-		[form]
-	);
-
-	const linkRef = useRef(link);
-	linkRef.current = link;
-
-	useLayoutEffect(() => {
-		if (!open) {
-			return;
-		}
-		resetForm(linkRef.current);
-	}, [open, link?.id, resetForm]);
-
-	const handleOpenChange = useCallback(
-		(isOpen: boolean) => {
-			onOpenChange(isOpen);
-		},
-		[onOpenChange]
-	);
-
 	const targetUrlValue = form.watch("targetUrl");
-
-	const fullTargetUrl = useMemo(() => {
-		if (!targetUrlValue) {
-			return "";
-		}
-		return targetUrlValue.startsWith("http")
+	const fullTargetUrl = targetUrlValue
+		? targetUrlValue.startsWith("http")
 			? targetUrlValue
-			: `https://${targetUrlValue}`;
-	}, [targetUrlValue]);
+			: `https://${targetUrlValue}`
+		: "";
 
 	const handleSubmit: SubmitHandler<LinkFormData> = async (formData) => {
 		const resolvedOrganizationId =
@@ -572,7 +520,7 @@ function LinkSheetInner({ open, onOpenChange, link, onSave }: LinkSheetProps) {
 	);
 
 	return (
-		<Sheet onOpenChange={handleOpenChange} open={open}>
+		<Sheet onOpenChange={onOpenChange} open={open}>
 			<Sheet.Content className="w-full sm:max-w-lg" side="right">
 				<Sheet.Header>
 					<Sheet.Title>{isEditing ? "Edit Link" : "Create Link"}</Sheet.Title>
diff --git a/apps/dashboard/app/(main)/links/page.tsx b/apps/dashboard/app/(main)/links/page.tsx
index 8e67d8c35..05783d1ec 100644
--- a/apps/dashboard/app/(main)/links/page.tsx
+++ b/apps/dashboard/app/(main)/links/page.tsx
@@ -40,6 +40,14 @@ import {
 import { Badge, Button, Card, EmptyState } from "@databuddy/ui";
 import { DeleteDialog, DropdownMenu } from "@databuddy/ui/client";
 
+type ActiveDialog =
+	| { type: "deep-link" }
+	| { id: string; type: "delete" }
+	| { type: "folder" }
+	| { link: Link | null; type: "link" }
+	| { link: Link; type: "qr" }
+	| null;
+
 export default function LinksPage() {
 	return (
 		<Suspense fallback={null}>
@@ -52,12 +60,7 @@ function LinksPageContent() {
 	const router = useRouter();
 	const pathname = usePathname();
 	const searchParams = useSearchParams();
-	const [sheetLink, setSheetLink] = useState<Link | null>(null);
-	const [isSheetOpen, setIsSheetOpen] = useState(false);
-	const [deleteId, setDeleteId] = useState<string | null>(null);
-	const [qrLink, setQrLink] = useState<Link | null>(null);
-	const [isDeepLinkSheetOpen, setIsDeepLinkSheetOpen] = useState(false);
-	const [isFolderSheetOpen, setIsFolderSheetOpen] = useState(false);
+	const [activeDialog, setActiveDialog] = useState<ActiveDialog>(null);
 	const [search, setSearch] = useState("");
 	const [sort, setSort] = useState<SortOption>("newest");
 	const [typeFilter, setTypeFilter] = useState<TypeFilter>("all");
@@ -85,8 +88,7 @@ function LinksPageContent() {
 	const canMutateWorkspace = !isSwitchingOrganization;
 
 	const openCreate = useCallback(() => {
-		setSheetLink(null);
-		setIsSheetOpen(true);
+		setActiveDialog({ link: null, type: "link" });
 	}, []);
 
 	const clearCommandParam = useCallback(() => {
@@ -99,13 +101,7 @@ function LinksPageContent() {
 	}, [pathname, router, searchParams]);
 
 	const openEdit = useCallback((link: Link) => {
-		setSheetLink(link);
-		setIsSheetOpen(true);
-	}, []);
-
-	const closeSheet = useCallback(() => {
-		setIsSheetOpen(false);
-		setSheetLink(null);
+		setActiveDialog({ link, type: "link" });
 	}, []);
 
 	useEffect(() => {
@@ -120,7 +116,7 @@ function LinksPageContent() {
 			return;
 		}
 		if (command === "create-folder") {
-			setIsFolderSheetOpen(true);
+			setActiveDialog({ type: "folder" });
 			clearCommandParam();
 		}
 	}, [clearCommandParam, isSwitchingOrganization, openCreate, searchParams]);
@@ -128,7 +124,7 @@ function LinksPageContent() {
 	const handleDelete = async (id: string) => {
 		try {
 			await deleteLink.mutateAsync({ id });
-			setDeleteId(null);
+			setActiveDialog(null);
 		} catch (error: unknown) {
 			toast.error(
 				error instanceof Error ? error.message : "Failed to delete link"
@@ -139,7 +135,7 @@ function LinksPageContent() {
 	const handleCreateFolder = async (name: string) => {
 		try {
 			await createFolder.mutateAsync({ name });
-			setIsFolderSheetOpen(false);
+			setActiveDialog(null);
 			toast.success("Folder created");
 		} catch (error: unknown) {
 			toast.error(
@@ -148,6 +144,16 @@ function LinksPageContent() {
 		}
 	};
 
+	const sheetLink = activeDialog?.type === "link" ? activeDialog.link : null;
+	const qrLink = activeDialog?.type === "qr" ? activeDialog.link : null;
+	const deleteId = activeDialog?.type === "delete" ? activeDialog.id : null;
+	const closeDialog = () => setActiveDialog(null);
+	const closeDialogOnOpenChange = (open: boolean) => {
+		if (!open) {
+			closeDialog();
+		}
+	};
+
 	return (
 		<ErrorBoundary>
 			<div className="flex-1 overflow-y-auto">
@@ -170,7 +176,7 @@ function LinksPageContent() {
 							<div className="flex shrink-0 items-center gap-2">
 								<Button
 									disabled={!canMutateWorkspace}
-									onClick={() => setIsFolderSheetOpen(true)}
+									onClick={() => setActiveDialog({ type: "folder" })}
 									size="sm"
 									variant="secondary"
 								>
@@ -193,7 +199,7 @@ function LinksPageContent() {
 											</DropdownMenu.Item>
 											<DropdownMenu.Item
 												className="gap-2"
-												onClick={() => setIsDeepLinkSheetOpen(true)}
+												onClick={() => setActiveDialog({ type: "deep-link" })}
 											>
 												<RocketIcon className="size-4" weight="duotone" />
 												Deep Link
@@ -253,9 +259,9 @@ function LinksPageContent() {
 											foldersById={foldersById}
 											links={filtered}
 											onCreateLink={openCreate}
-											onDelete={setDeleteId}
+											onDelete={(id) => setActiveDialog({ id, type: "delete" })}
 											onEdit={openEdit}
-											onShowQr={setQrLink}
+											onShowQr={(link) => setActiveDialog({ link, type: "qr" })}
 										/>
 									)}
 								</>
@@ -277,9 +283,9 @@ function LinksPageContent() {
 									foldersById={foldersById}
 									links={[]}
 									onCreateLink={openCreate}
-									onDelete={setDeleteId}
+									onDelete={(id) => setActiveDialog({ id, type: "delete" })}
 									onEdit={openEdit}
-									onShowQr={setQrLink}
+									onShowQr={(link) => setActiveDialog({ link, type: "qr" })}
 								/>
 							)}
 						</Card.Content>
@@ -289,29 +295,25 @@ function LinksPageContent() {
 
 			<LinkSheet
 				link={sheetLink}
-				onOpenChange={(open) => (open ? setIsSheetOpen(true) : closeSheet())}
-				open={isSheetOpen && canMutateWorkspace}
+				onOpenChange={closeDialogOnOpenChange}
+				open={activeDialog?.type === "link" && canMutateWorkspace}
 			/>
 
 			<DeepLinkSheet
-				onOpenChange={setIsDeepLinkSheetOpen}
-				open={isDeepLinkSheetOpen && canMutateWorkspace}
+				onOpenChange={closeDialogOnOpenChange}
+				open={activeDialog?.type === "deep-link" && canMutateWorkspace}
 			/>
 
 			<LinkFolderSheet
 				isCreating={createFolder.isPending}
 				onCreate={handleCreateFolder}
-				onOpenChange={setIsFolderSheetOpen}
-				open={isFolderSheetOpen && canMutateWorkspace}
+				onOpenChange={closeDialogOnOpenChange}
+				open={activeDialog?.type === "folder" && canMutateWorkspace}
 			/>
 
 			<QrCodeDialog
 				link={qrLink}
-				onOpenChange={(open) => {
-					if (!open) {
-						setQrLink(null);
-					}
-				}}
+				onOpenChange={closeDialogOnOpenChange}
 				open={!!qrLink}
 			/>
 
@@ -321,7 +323,7 @@ function LinksPageContent() {
 					description="Are you sure you want to delete this link? This action cannot be undone and will permanently remove all click data."
 					isDeleting={deleteLink.isPending}
 					isOpen={!!deleteId}
-					onClose={() => setDeleteId(null)}
+					onClose={closeDialog}
 					onConfirm={() => handleDelete(deleteId)}
 					title="Delete Link"
 				/>
diff --git a/apps/dashboard/hooks/use-links.ts b/apps/dashboard/hooks/use-links.ts
index 1574db96e..5062398cb 100644
--- a/apps/dashboard/hooks/use-links.ts
+++ b/apps/dashboard/hooks/use-links.ts
@@ -5,7 +5,6 @@ import { dayjs } from "@databuddy/ui";
 import { orpc } from "@/lib/orpc";
 import type { Link, LinkFolder } from "@databuddy/db/schema";
 import type { DateRange } from "@/types/analytics";
-import type { QueryKey } from "@tanstack/react-query";
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
 import { useMemo } from "react";
 
@@ -65,57 +64,15 @@ export interface LinkStats {
 const EMPTY_LINKS: Link[] = [];
 const EMPTY_LINK_FOLDERS: LinkFolder[] = [];
 
-export const getLinksListKey = (input: LinkListInput = {}): QueryKey =>
-	orpc.links.list.queryKey({ input });
+const linksRootKey = orpc.links.list.key();
+const foldersRootKey = orpc.linkFolders.list.key();
 
-export const getLinkFoldersListKey = (): QueryKey =>
-	orpc.linkFolders.list.queryKey({ input: {} });
+const linksListKey = (input: LinkListInput = {}) =>
+	orpc.links.list.queryKey({ input });
 
-export const getLinkByIdKey = (id: string): QueryKey =>
-	orpc.links.get.queryKey({ input: { id } });
+const foldersListKey = () => orpc.linkFolders.list.queryKey({ input: {} });
 
-const addLinkToList = (old: Link[] | undefined, newLink: Link): Link[] => {
-	if (!old) {
-		return [newLink];
-	}
-	if (old.some((l) => l.id === newLink.id)) {
-		return old;
-	}
-	return [newLink, ...old];
-};
-
-const updateLinkInList = (
-	old: Link[] | undefined,
-	updatedLink: Link
-): Link[] | undefined => {
-	if (!old) {
-		return old;
-	}
-	return old.map((link) => (link.id === updatedLink.id ? updatedLink : link));
-};
-
-const removeLinkFromList = (
-	old: Link[] | undefined,
-	linkId: string
-): Link[] | undefined => {
-	if (!old) {
-		return old;
-	}
-	return old.filter((l) => l.id !== linkId);
-};
-
-const addFolderToList = (
-	old: LinkFolder[] | undefined,
-	newFolder: LinkFolder
-): LinkFolder[] => {
-	if (!old) {
-		return [newFolder];
-	}
-	if (old.some((folder) => folder.id === newFolder.id)) {
-		return old;
-	}
-	return [...old, newFolder].sort((a, b) => a.name.localeCompare(b.name));
-};
+const linkKey = (id: string) => orpc.links.get.queryKey({ input: { id } });
 
 export function useLinks(options?: {
 	enabled?: boolean;
@@ -319,11 +276,16 @@ export function useCreateLink() {
 	return useMutation({
 		...orpc.links.create.mutationOptions(),
 		onSuccess: (newLink: Link) => {
-			const listKey = getLinksListKey();
-			queryClient.setQueryData<Link[]>(listKey, (old) =>
-				addLinkToList(old, newLink)
-			);
-			queryClient.invalidateQueries({ queryKey: orpc.links.list.key() });
+			queryClient.setQueryData<Link[]>(linksListKey(), (old) => {
+				if (!old) {
+					return [newLink];
+				}
+				if (old.some((link) => link.id === newLink.id)) {
+					return old;
+				}
+				return [newLink, ...old];
+			});
+			queryClient.invalidateQueries({ queryKey: linksRootKey });
 		},
 	});
 }
@@ -334,13 +296,12 @@ export function useUpdateLink() {
 	return useMutation({
 		...orpc.links.update.mutationOptions(),
 		onSuccess: (updatedLink: Link) => {
-			const listKey = getLinksListKey();
-			queryClient.setQueryData<Link[]>(listKey, (old) =>
-				updateLinkInList(old, updatedLink)
+			queryClient.setQueryData<Link[]>(linksListKey(), (old) =>
+				old?.map((link) => (link.id === updatedLink.id ? updatedLink : link))
 			);
 
-			queryClient.setQueryData(getLinkByIdKey(updatedLink.id), updatedLink);
-			queryClient.invalidateQueries({ queryKey: orpc.links.list.key() });
+			queryClient.setQueryData<Link>(linkKey(updatedLink.id), updatedLink);
+			queryClient.invalidateQueries({ queryKey: linksRootKey });
 		},
 	});
 }
@@ -351,12 +312,12 @@ export function useDeleteLink() {
 	return useMutation({
 		...orpc.links.delete.mutationOptions(),
 		onMutate: async ({ id }) => {
-			const listKey = getLinksListKey();
+			const listKey = linksListKey();
 			await queryClient.cancelQueries({ queryKey: listKey });
 			const previousData = queryClient.getQueryData<Link[]>(listKey);
 
 			queryClient.setQueryData<Link[]>(listKey, (old) =>
-				removeLinkFromList(old, id)
+				old?.filter((link) => link.id !== id)
 			);
 
 			return { previousData, listKey };
@@ -367,7 +328,7 @@ export function useDeleteLink() {
 			}
 		},
 		onSettled: () => {
-			queryClient.invalidateQueries({ queryKey: orpc.links.list.key() });
+			queryClient.invalidateQueries({ queryKey: linksRootKey });
 		},
 	});
 }
@@ -378,11 +339,17 @@ export function useCreateLinkFolder() {
 	return useMutation({
 		...orpc.linkFolders.create.mutationOptions(),
 		onSuccess: (newFolder: LinkFolder) => {
-			queryClient.setQueryData<LinkFolder[]>(getLinkFoldersListKey(), (old) =>
-				addFolderToList(old, newFolder)
-			);
+			queryClient.setQueryData<LinkFolder[]>(foldersListKey(), (old) => {
+				if (!old) {
+					return [newFolder];
+				}
+				if (old.some((folder) => folder.id === newFolder.id)) {
+					return old;
+				}
+				return [...old, newFolder].sort((a, b) => a.name.localeCompare(b.name));
+			});
 			queryClient.invalidateQueries({
-				queryKey: orpc.linkFolders.list.key(),
+				queryKey: foldersRootKey,
 			});
 		},
 	});
@@ -395,7 +362,7 @@ export function useUpdateLinkFolder() {
 		...orpc.linkFolders.update.mutationOptions(),
 		onSuccess: () => {
 			queryClient.invalidateQueries({
-				queryKey: orpc.linkFolders.list.key(),
+				queryKey: foldersRootKey,
 			});
 		},
 	});
@@ -408,9 +375,9 @@ export function useDeleteLinkFolder() {
 		...orpc.linkFolders.delete.mutationOptions(),
 		onSuccess: () => {
 			queryClient.invalidateQueries({
-				queryKey: orpc.linkFolders.list.key(),
+				queryKey: foldersRootKey,
 			});
-			queryClient.invalidateQueries({ queryKey: orpc.links.list.key() });
+			queryClient.invalidateQueries({ queryKey: linksRootKey });
 		},
 	});
 }

From df57d874a13d2568d7ae28302855139b1b06fdd6 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 22:09:04 +0300
Subject: [PATCH 051/129] fix(og): reset the cached OG fonts promise when font
 loading fails

A rejected readOgFonts() promise was cached permanently, so one transient font
load failure broke OG image generation until restart. Clear the cache on error
so the next request retries.
---
 apps/dashboard/app/(dby)/dby/og/brand.tsx | 5 ++++-
 apps/docs/lib/og.tsx                      | 5 ++++-
 2 files changed, 8 insertions(+), 2 deletions(-)

diff --git a/apps/dashboard/app/(dby)/dby/og/brand.tsx b/apps/dashboard/app/(dby)/dby/og/brand.tsx
index e8d546d9d..45658d681 100644
--- a/apps/dashboard/app/(dby)/dby/og/brand.tsx
+++ b/apps/dashboard/app/(dby)/dby/og/brand.tsx
@@ -21,7 +21,10 @@ const FONT_DIR = path.join(process.cwd(), "fonts", "lt-superior");
 let ogFontsPromise: ReturnType<typeof readOgFonts> | undefined;
 
 export function loadOgFonts() {
-	ogFontsPromise ??= readOgFonts();
+	ogFontsPromise ??= readOgFonts().catch((error) => {
+		ogFontsPromise = undefined;
+		throw error;
+	});
 	return ogFontsPromise;
 }
 
diff --git a/apps/docs/lib/og.tsx b/apps/docs/lib/og.tsx
index e8d546d9d..45658d681 100644
--- a/apps/docs/lib/og.tsx
+++ b/apps/docs/lib/og.tsx
@@ -21,7 +21,10 @@ const FONT_DIR = path.join(process.cwd(), "fonts", "lt-superior");
 let ogFontsPromise: ReturnType<typeof readOgFonts> | undefined;
 
 export function loadOgFonts() {
-	ogFontsPromise ??= readOgFonts();
+	ogFontsPromise ??= readOgFonts().catch((error) => {
+		ogFontsPromise = undefined;
+		throw error;
+	});
 	return ogFontsPromise;
 }
 

From a89f7fe0e6a63424d02fb1f8344a29d450587cc1 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 22:09:04 +0300
Subject: [PATCH 052/129] fix(tracker): mask-pathname trims trailing empty
 segments and never returns empty

Ignore trailing empty path segments when deciding whether to mask, and fall back
to '/' so a fully-masked path never serializes to an empty string.
---
 packages/tracker/src/core/utils.ts                |  4 ++--
 packages/tracker/tests/unit/mask-pathname.test.ts | 10 +++++-----
 2 files changed, 7 insertions(+), 7 deletions(-)

diff --git a/packages/tracker/src/core/utils.ts b/packages/tracker/src/core/utils.ts
index 7fae7ae2e..54753c024 100644
--- a/packages/tracker/src/core/utils.ts
+++ b/packages/tracker/src/core/utils.ts
@@ -73,10 +73,10 @@ function applyMaskPattern(pathname: string, pattern: string): string | null {
 	for (let i = 0; i < patternSegments.length; i++) {
 		const patternSegment = patternSegments[i];
 		if (patternSegment === "**") {
-			if (i < pathSegments.length) {
+			if (pathSegments.slice(i).some((segment) => segment.length > 0)) {
 				masked.push("*");
 			}
-			return masked.join("/");
+			return masked.join("/") || "/";
 		}
 		if (i >= pathSegments.length) {
 			return null;
diff --git a/packages/tracker/tests/unit/mask-pathname.test.ts b/packages/tracker/tests/unit/mask-pathname.test.ts
index d6648367c..504935876 100644
--- a/packages/tracker/tests/unit/mask-pathname.test.ts
+++ b/packages/tracker/tests/unit/mask-pathname.test.ts
@@ -126,8 +126,8 @@ describe("maskPathname", () => {
 			expect(maskPathname("/admin", ["/admin/**"])).toBe("/admin");
 		});
 
-		test("collapses a lone trailing slash", () => {
-			expect(maskPathname("/admin/", ["/admin/**"])).toBe("/admin/*");
+		test("does not treat a lone trailing slash as globstar content", () => {
+			expect(maskPathname("/admin/", ["/admin/**"])).toBe("/admin");
 		});
 
 		test("combines with single stars", () => {
@@ -142,8 +142,8 @@ describe("maskPathname", () => {
 			expect(maskPathname("/anything/here/at/all", ["/**"])).toBe("/*");
 		});
 
-		test("'/**' collapses root", () => {
-			expect(maskPathname("/", ["/**"])).toBe("/*");
+		test("'/**' leaves root unchanged", () => {
+			expect(maskPathname("/", ["/**"])).toBe("/");
 		});
 
 		test("segments after a mid-pattern globstar are ignored", () => {
@@ -416,4 +416,4 @@ describe("multi-wildcard segments", () => {
 	test("middle fragments must appear in order within the bounds", () => {
 		expect(maskPathname("/barfoobaz", ["/foo*bar*baz"])).toBe("/barfoobaz");
 	});
-});
\ No newline at end of file
+});

From 555a61062bab39a73babf7c491c0a0b69f5c35f6 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 22:09:05 +0300
Subject: [PATCH 053/129] chore(skills): update databuddy-internal skill notes

---
 .agents/skills/databuddy-internal/SKILL.md | 1 +
 1 file changed, 1 insertion(+)

diff --git a/.agents/skills/databuddy-internal/SKILL.md b/.agents/skills/databuddy-internal/SKILL.md
index 44280eb27..fddd01d17 100644
--- a/.agents/skills/databuddy-internal/SKILL.md
+++ b/.agents/skills/databuddy-internal/SKILL.md
@@ -53,6 +53,7 @@ Keep additions **minimal**: one bullet, a new `rg` hint, or a routing note—eno
 - Public status pages render from `apps/status`; `apps/dashboard` owns status-page management/config UI only. When cleaning public status UX, update shared `@databuddy/ui/uptime` pieces or `apps/status` wrappers instead of redesigning dashboard-only route remnants.
 - `packages/db`: Drizzle Postgres schema, client, and ClickHouse helpers
 - `packages/rpc`: shared oRPC router, procedures, auth-aware server context
+- `packages/rpc` must declare `drizzle-orm: "catalog:"` before importing `drizzle-orm/*` helpers such as `drizzle-orm/zod`; otherwise TypeScript can resolve a different Drizzle instance than `@databuddy/db` and reject table-derived schemas.
 - `packages/auth`: Better Auth setup, permissions, organization access
 - `packages/env`: per-app env schemas
 - `packages/shared`: shared types, flags, analytics schemas, utilities

From fd465f99b566ebb7c8f8b23d5243ca97dccd2763 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 22:10:37 +0300
Subject: [PATCH 054/129] chore(repo): stop tracking dump.rdb (Redis snapshot,
 already gitignored)

---
 dump.rdb | Bin 6323 -> 0 bytes
 1 file changed, 0 insertions(+), 0 deletions(-)
 delete mode 100644 dump.rdb

diff --git a/dump.rdb b/dump.rdb
deleted file mode 100644
index 04921c181769176f92974ce6b47ebf3656c08f65..0000000000000000000000000000000000000000
GIT binary patch
literal 0
HcmV?d00001

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zMErXztX2<kx9W#AEMX*-v?h6C8pvU>c<42)0G`t3_OXXv%iFM8g}~H88~4F#U3hWW
zeI0!dv^fiJQ1@85cpOH5qc2XII$wc7J;L30yDe`3+eESZ(75R)NWvKs%GuS@cYz#c
zix2La6Tl8D!L8FxPlFORLq)FEX9HNmQX<b@Fk`O))gOEAyga)N=5*$grnc6*O|Z=&
z#B-Z-<`9hjgh;nJ{cB-FWQ<X(O;2Y)bH$1>&kD@AfDOldsdAok?O|A(u=x%guKK^H
MZte5eY~MQlAD?|xrT_o{


From 5a76ec8505dc32bca645cbb26278fd08b582181d Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Tue, 7 Jul 2026 22:22:58 +0300
Subject: [PATCH 055/129] fix(rpc): filter soft-deleted links in getLinkOrThrow

The shared get/update/delete helper queried by id only, so a soft-deleted link
could be read or re-mutated (200 instead of 404). Guard with
isNull(links.deletedAt), matching getFolderOrThrow.
---
 packages/rpc/src/routers/links.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/packages/rpc/src/routers/links.ts b/packages/rpc/src/routers/links.ts
index c473653f2..e3aa899fb 100644
--- a/packages/rpc/src/routers/links.ts
+++ b/packages/rpc/src/routers/links.ts
@@ -158,7 +158,7 @@ async function getLinkOrThrow(context: Context, id: string): Promise<LinkRow> {
 	const [link] = await context.db
 		.select()
 		.from(links)
-		.where(eq(links.id, id))
+		.where(and(eq(links.id, id), isNull(links.deletedAt)))
 		.limit(1);
 
 	if (!link) {

From 7fab18d89de1e4af28b11fd5f6b3682d7a4cbce9 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Wed, 8 Jul 2026 03:43:32 +0300
Subject: [PATCH 056/129] fix(observability): stop local dev from draining
 telemetry to the prod Axiom datasets
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Every service's evlog drain shipped wide events to its production Axiom dataset
even in development: api/basket/uptime called batchedAxiomDrain unconditionally,
and insights/slack gated only on the Axiom key being present (which a local .env
often has). Result: dev noise polluted prod telemetry — e.g. a Jul 3-4 'spike' of
5,856 api errors was entirely local Bun module-resolution failures, dwarfing real
prod errors >4:1 and misreading as a production incident.

Gate the Axiom drain on NODE_ENV !== 'development' in all five services. Dev still
writes to local FS logs; prod is unchanged.
---
 apps/api/src/lib/evlog-api.ts           |  6 +++++-
 apps/basket/src/lib/evlog-basket.ts     |  6 +++++-
 apps/insights/src/lib/evlog-insights.ts | 19 ++++++++++---------
 apps/slack/src/lib/evlog-slack.ts       | 25 +++++++++++++------------
 apps/uptime/src/lib/evlog-uptime.ts     |  6 +++++-
 5 files changed, 38 insertions(+), 24 deletions(-)

diff --git a/apps/api/src/lib/evlog-api.ts b/apps/api/src/lib/evlog-api.ts
index 43bd59ea8..12af50242 100644
--- a/apps/api/src/lib/evlog-api.ts
+++ b/apps/api/src/lib/evlog-api.ts
@@ -30,6 +30,8 @@ const devFsLogsDir = join(
 const useLocalEvlogFiles =
 	process.env.NODE_ENV === "development" || readBooleanEnv("API_EVLOG_FS");
 
+const drainToAxiom = process.env.NODE_ENV !== "development";
+
 const devFsDrain = useLocalEvlogFiles
 	? createFsDrain({ dir: devFsLogsDir, pretty: false })
 	: null;
@@ -93,7 +95,9 @@ export async function apiLoggerDrain(ctx: DrainContext): Promise<void> {
 	if (devFsDrain) {
 		await devFsDrain(ctx);
 	}
-	batchedAxiomDrain(ctx);
+	if (drainToAxiom) {
+		batchedAxiomDrain(ctx);
+	}
 	batchedSuperlogDrain?.(ctx);
 }
 
diff --git a/apps/basket/src/lib/evlog-basket.ts b/apps/basket/src/lib/evlog-basket.ts
index 0dc8ac8c2..5cdef27d4 100644
--- a/apps/basket/src/lib/evlog-basket.ts
+++ b/apps/basket/src/lib/evlog-basket.ts
@@ -30,6 +30,8 @@ const devFsLogsDir = join(
 const useLocalEvlogFiles =
 	process.env.NODE_ENV === "development" || readBooleanEnv("BASKET_EVLOG_FS");
 
+const drainToAxiom = process.env.NODE_ENV !== "development";
+
 const devFsDrain = useLocalEvlogFiles
 	? createFsDrain({ dir: devFsLogsDir, pretty: false })
 	: null;
@@ -86,7 +88,9 @@ export async function basketLoggerDrain(ctx: DrainContext): Promise<void> {
 	if (devFsDrain) {
 		await devFsDrain(ctx);
 	}
-	batchedAxiomDrain(ctx);
+	if (drainToAxiom) {
+		batchedAxiomDrain(ctx);
+	}
 	batchedSuperlogDrain?.(ctx);
 }
 
diff --git a/apps/insights/src/lib/evlog-insights.ts b/apps/insights/src/lib/evlog-insights.ts
index c28e49371..d9c8b5523 100644
--- a/apps/insights/src/lib/evlog-insights.ts
+++ b/apps/insights/src/lib/evlog-insights.ts
@@ -24,15 +24,16 @@ const pipeline = createDrainPipeline<DrainContext>({
 	maxBufferSize: 2000,
 });
 
-const batchedAxiomDrain = axiomApiKey
-	? pipeline(
-			createAxiomDrain({
-				apiKey: axiomApiKey,
-				dataset: env.INSIGHTS_AXIOM_DATASET,
-				...(env.AXIOM_ORG_ID ? { orgId: env.AXIOM_ORG_ID } : {}),
-			})
-		)
-	: null;
+const batchedAxiomDrain =
+	axiomApiKey && env.NODE_ENV !== "development"
+		? pipeline(
+				createAxiomDrain({
+					apiKey: axiomApiKey,
+					dataset: env.INSIGHTS_AXIOM_DATASET,
+					...(env.AXIOM_ORG_ID ? { orgId: env.AXIOM_ORG_ID } : {}),
+				})
+			)
+		: null;
 
 const batchedSuperlogDrain = createBatchedSuperlogDrain();
 
diff --git a/apps/slack/src/lib/evlog-slack.ts b/apps/slack/src/lib/evlog-slack.ts
index ba5aa92ef..f956f3782 100644
--- a/apps/slack/src/lib/evlog-slack.ts
+++ b/apps/slack/src/lib/evlog-slack.ts
@@ -17,18 +17,19 @@ const activeSlackLog = new AsyncLocalStorage<RequestLogger>();
 
 const axiomApiKey = env.AXIOM_API_KEY ?? env.AXIOM_TOKEN;
 
-const batchedAxiomDrain = axiomApiKey
-	? createDrainPipeline<DrainContext>({
-			batch: { size: 50, intervalMs: 5000 },
-			maxBufferSize: 2000,
-		})(
-			createAxiomDrain({
-				apiKey: axiomApiKey,
-				dataset: env.SLACK_AXIOM_DATASET,
-				...(env.AXIOM_ORG_ID ? { orgId: env.AXIOM_ORG_ID } : {}),
-			})
-		)
-	: null;
+const batchedAxiomDrain =
+	axiomApiKey && env.NODE_ENV !== "development"
+		? createDrainPipeline<DrainContext>({
+				batch: { size: 50, intervalMs: 5000 },
+				maxBufferSize: 2000,
+			})(
+				createAxiomDrain({
+					apiKey: axiomApiKey,
+					dataset: env.SLACK_AXIOM_DATASET,
+					...(env.AXIOM_ORG_ID ? { orgId: env.AXIOM_ORG_ID } : {}),
+				})
+			)
+		: null;
 
 const batchedSuperlogDrain = createBatchedSuperlogDrain();
 
diff --git a/apps/uptime/src/lib/evlog-uptime.ts b/apps/uptime/src/lib/evlog-uptime.ts
index 4767ac040..911dea878 100644
--- a/apps/uptime/src/lib/evlog-uptime.ts
+++ b/apps/uptime/src/lib/evlog-uptime.ts
@@ -30,6 +30,8 @@ const devFsLogsDir = join(
 const useLocalEvlogFiles =
 	process.env.NODE_ENV === "development" || readBooleanEnv("UPTIME_EVLOG_FS");
 
+const drainToAxiom = process.env.NODE_ENV !== "development";
+
 const devFsDrain = useLocalEvlogFiles
 	? createFsDrain({ dir: devFsLogsDir, pretty: false })
 	: null;
@@ -82,7 +84,9 @@ export async function uptimeLoggerDrain(ctx: DrainContext): Promise<void> {
 	if (devFsDrain) {
 		await devFsDrain(ctx);
 	}
-	batchedAxiomDrain(ctx);
+	if (drainToAxiom) {
+		batchedAxiomDrain(ctx);
+	}
 	batchedSuperlogDrain?.(ctx);
 }
 

From b3fb08d4e29cca71b4fa5d0b58d492b11e710d98 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Wed, 8 Jul 2026 03:48:46 +0300
Subject: [PATCH 057/129] fix(slack): add libgcc_s.so.1 to the distroless
 runtime so resvg loads

The slack service has been crash-looping since server-side chart PNGs shipped
(~Jul 4). packages/charts imports @resvg/resvg-js, a Rust native addon whose
.node binary dlopens libgcc_s.so.1 at startup; the oven/bun distroless runtime
omits that lib, so the whole module graph fails with ERR_DLOPEN_FAILED and the
process never boots (Axiom slack dataset went silent Jul 4). Copy libgcc_s.so.1
from the Debian-based builder stage into the runtime.
---
 slack.Dockerfile | 5 +++++
 1 file changed, 5 insertions(+)

diff --git a/slack.Dockerfile b/slack.Dockerfile
index 46a6398de..07593a2f8 100644
--- a/slack.Dockerfile
+++ b/slack.Dockerfile
@@ -39,6 +39,11 @@ WORKDIR /app
 
 COPY --from=builder /app/server server
 
+# @databuddy/charts loads @resvg/resvg-js (a Rust native addon) at startup for
+# server-side chart PNGs; its .node binary dlopens libgcc_s.so.1, which the
+# distroless runtime omits. Bring it over from the Debian-based builder stage.
+COPY --from=builder /usr/lib/x86_64-linux-gnu/libgcc_s.so.1 /usr/lib/x86_64-linux-gnu/libgcc_s.so.1
+
 ENV NODE_ENV=production
 
 EXPOSE 3010

From 3b3a4abc4f731fdbbc2442d4b6a0b3558a6fde4b Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Wed, 8 Jul 2026 04:05:10 +0300
Subject: [PATCH 058/129] fix(slack): ship the chart font assets into the
 distroless runtime

After the libgcc fix, the slack binary got one step further and crashed with
ENOENT on /app/packages/charts/assets/fonts: @databuddy/charts reads its .otf
fonts from disk at module load, but only the compiled binary was copied into the
runtime image. Copy the charts assets dir over too.

Verified locally: a linux/amd64 build (matching Railway) now boots past both the
libgcc dlopen and the fonts read, reaching env validation (fails only on unset
secrets, which Railway provides).
---
 slack.Dockerfile | 4 ++++
 1 file changed, 4 insertions(+)

diff --git a/slack.Dockerfile b/slack.Dockerfile
index 07593a2f8..1f5c69908 100644
--- a/slack.Dockerfile
+++ b/slack.Dockerfile
@@ -44,6 +44,10 @@ COPY --from=builder /app/server server
 # distroless runtime omits. Bring it over from the Debian-based builder stage.
 COPY --from=builder /usr/lib/x86_64-linux-gnu/libgcc_s.so.1 /usr/lib/x86_64-linux-gnu/libgcc_s.so.1
 
+# The compiled binary reads the chart fonts from disk at this path on startup;
+# only the binary is copied above, so the asset dir must come along too.
+COPY --from=builder /app/packages/charts/assets /app/packages/charts/assets
+
 ENV NODE_ENV=production
 
 EXPOSE 3010

From 3ec85f47e1287aef521d1ee7ba618f8f16471338 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Wed, 8 Jul 2026 15:36:16 +0300
Subject: [PATCH 059/129] fix(sdk): emit $flag_evaluated on cache hits, not
 only cache misses

Flag exposure telemetry ($flag_evaluated) fired only on the cache-miss fetch
path in getFlag. Once flag results are served from the persisted cache (the SDK
2.6.0 change), nearly every evaluation is a cache hit and returned early without
firing the event, so exposure telemetry collapsed ~90% (364->35) even though the
flags themselves evaluate correctly. Fire onFlagEvaluated on the cache-hit path
too; the browser manager's per-flag:value dedupe keeps it to one exposure per
session as before.

Verified: new test asserts a second (cache-hit) getFlag still fires evaluation.
---
 packages/sdk/src/core/flags/flags-manager.ts  |  3 +++
 .../sdk/tests/server-flags-manager.test.ts    | 19 +++++++++++++++++++
 2 files changed, 22 insertions(+)

diff --git a/packages/sdk/src/core/flags/flags-manager.ts b/packages/sdk/src/core/flags/flags-manager.ts
index ebc000557..27a0a9565 100644
--- a/packages/sdk/src/core/flags/flags-manager.ts
+++ b/packages/sdk/src/core/flags/flags-manager.ts
@@ -272,6 +272,9 @@ export abstract class BaseFlagsManager implements FlagsManager {
 			if (isStale(entry) && !this.shouldSkipFetch()) {
 				this.revalidate(key, cacheKey, user);
 			}
+			if (entry.result) {
+				this.onFlagEvaluated(key, entry.result);
+			}
 			return entry.result ?? entry.promise;
 		}
 
diff --git a/packages/sdk/tests/server-flags-manager.test.ts b/packages/sdk/tests/server-flags-manager.test.ts
index 2d6f18e5a..bafe8cc84 100644
--- a/packages/sdk/tests/server-flags-manager.test.ts
+++ b/packages/sdk/tests/server-flags-manager.test.ts
@@ -578,4 +578,23 @@ describe("ServerFlagsManager", () => {
 			expect(fetchMock.calls.length).toBeGreaterThanOrEqual(1);
 		});
 	});
+
+	describe("evaluation telemetry", () => {
+		it("fires onFlagEvaluated on cache hits, not only cache misses", async () => {
+			let evalCount = 0;
+			class CountingManager extends ServerFlagsManager {
+				protected override onFlagEvaluated(): void {
+					evalCount += 1;
+				}
+			}
+			const manager = new CountingManager({ config: { clientId: "test-id" } });
+			managers.push(manager);
+			await manager.waitForInit();
+
+			await manager.getFlag("feature-on"); // cache miss -> fetch -> fires
+			await manager.getFlag("feature-on"); // cache hit -> must also fire
+
+			expect(evalCount).toBe(2);
+		});
+	});
 });

From 035aeed318a666cc9abddfde9324898c07e6560b Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 01:43:46 +0300
Subject: [PATCH 060/129] feat(rpc): paginated links endpoint with server-side
 search, sort, and filters

Add links.paginated (offset paging, capped 50/page) with server-side
search, sort, type, and folder filters. Cap links.list at 1000 rows so
the unbounded array query can no longer OOM on large workspaces.
---
 .../api/src/integration/link-handlers.test.ts |  85 ++++++++++
 packages/rpc/src/routers/links.schemas.ts     |  21 +++
 packages/rpc/src/routers/links.test.ts        |  41 +++++
 packages/rpc/src/routers/links.ts             | 148 +++++++++++++++---
 4 files changed, 270 insertions(+), 25 deletions(-)

diff --git a/apps/api/src/integration/link-handlers.test.ts b/apps/api/src/integration/link-handlers.test.ts
index 6bdcbc70f..82abc8a22 100644
--- a/apps/api/src/integration/link-handlers.test.ts
+++ b/apps/api/src/integration/link-handlers.test.ts
@@ -263,3 +263,88 @@ describe("links.list", () => {
 		expect(result[0].name).toBe("Org A Link");
 	});
 });
+
+describe("links.paginated", () => {
+	iit("paginates results and reports hasMore", async () => {
+		const user = await signUp();
+		const org = await insertOrganization();
+		await addToOrganization(user.id, org.id, "member");
+
+		for (let i = 0; i < 3; i++) {
+			await call(appRouter.links.create, userContext(user, org.id))({
+				name: `Link ${i}`,
+				targetUrl: `https://link-${i}.example.com`,
+				organizationId: org.id,
+			});
+		}
+
+		const firstPage = await call(
+			appRouter.links.paginated,
+			userContext(user, org.id),
+		)({ organizationId: org.id, limit: 2, offset: 0 });
+
+		expect(firstPage.items).toHaveLength(2);
+		expect(firstPage.hasMore).toBe(true);
+
+		const secondPage = await call(
+			appRouter.links.paginated,
+			userContext(user, org.id),
+		)({ organizationId: org.id, limit: 2, offset: 2 });
+
+		expect(secondPage.items).toHaveLength(1);
+		expect(secondPage.hasMore).toBe(false);
+	});
+
+	iit("filters by search term", async () => {
+		const user = await signUp();
+		const org = await insertOrganization();
+		await addToOrganization(user.id, org.id, "member");
+
+		await call(appRouter.links.create, userContext(user, org.id))({
+			name: "Summer Campaign",
+			targetUrl: "https://summer.example.com",
+			organizationId: org.id,
+		});
+		await call(appRouter.links.create, userContext(user, org.id))({
+			name: "Winter Promo",
+			targetUrl: "https://winter.example.com",
+			organizationId: org.id,
+		});
+
+		const result = await call(
+			appRouter.links.paginated,
+			userContext(user, org.id),
+		)({ organizationId: org.id, search: "summer" });
+
+		expect(result.items).toHaveLength(1);
+		expect(result.items[0].name).toBe("Summer Campaign");
+	});
+
+	iit("does not leak links from other orgs", async () => {
+		const userA = await signUp();
+		const userB = await signUp();
+		const orgA = await insertOrganization();
+		const orgB = await insertOrganization();
+		await addToOrganization(userA.id, orgA.id, "member");
+		await addToOrganization(userB.id, orgB.id, "member");
+
+		await call(appRouter.links.create, userContext(userA, orgA.id))({
+			name: "Org A Link",
+			targetUrl: "https://a.example.com",
+			organizationId: orgA.id,
+		});
+		await call(appRouter.links.create, userContext(userB, orgB.id))({
+			name: "Org B Link",
+			targetUrl: "https://b.example.com",
+			organizationId: orgB.id,
+		});
+
+		const result = await call(
+			appRouter.links.paginated,
+			userContext(userA, orgA.id),
+		)({ organizationId: orgA.id });
+
+		expect(result.items).toHaveLength(1);
+		expect(result.items[0].name).toBe("Org A Link");
+	});
+});
diff --git a/packages/rpc/src/routers/links.schemas.ts b/packages/rpc/src/routers/links.schemas.ts
index 4e3b7be30..0dcf7b6ab 100644
--- a/packages/rpc/src/routers/links.schemas.ts
+++ b/packages/rpc/src/routers/links.schemas.ts
@@ -37,6 +37,22 @@ export const listLinksSchema = z
 	})
 	.default({});
 
+export const linkSortSchema = z
+	.enum(["newest", "oldest", "name-asc", "name-desc"])
+	.default("newest");
+
+export const linkTypeFilterSchema = z
+	.enum(["all", "short", "deep"])
+	.default("all");
+
+export const listLinksPageSchema = listLinksSchema.unwrap().extend({
+	limit: z.number().int().min(1).max(100).default(50),
+	offset: z.number().int().min(0).default(0),
+	search: z.string().max(255).optional(),
+	sort: linkSortSchema,
+	type: linkTypeFilterSchema,
+});
+
 export const listLinkFoldersSchema = z
 	.object({
 		organizationId: z.string().optional(),
@@ -205,6 +221,11 @@ export const linkOutputSchema = linkSelectSchema.pick({
 	updatedAt: true,
 });
 
+export const listLinksPageOutputSchema = z.object({
+	items: z.array(linkOutputSchema),
+	hasMore: z.boolean(),
+});
+
 export const linkFolderOutputSchema = linkFolderSelectSchema.pick({
 	id: true,
 	organizationId: true,
diff --git a/packages/rpc/src/routers/links.test.ts b/packages/rpc/src/routers/links.test.ts
index 4eee5792c..96c8822b8 100644
--- a/packages/rpc/src/routers/links.test.ts
+++ b/packages/rpc/src/routers/links.test.ts
@@ -4,6 +4,7 @@ import {
 	deleteLinkSchema,
 	getLinkSchema,
 	linkOutputSchema,
+	listLinksPageSchema,
 	listLinksSchema,
 	updateLinkSchema,
 } from "./links.schemas";
@@ -203,6 +204,46 @@ describe("listLinksSchema validation", () => {
 	});
 });
 
+describe("listLinksPageSchema validation", () => {
+	it("applies pagination and filter defaults", () => {
+		const result = listLinksPageSchema.safeParse({});
+
+		expect(result.success).toBe(true);
+		if (result.success) {
+			expect(result.data.limit).toBe(50);
+			expect(result.data.offset).toBe(0);
+			expect(result.data.sort).toBe("newest");
+			expect(result.data.type).toBe("all");
+		}
+	});
+
+	it("accepts search, sort, type, and pagination bounds", () => {
+		expect(
+			listLinksPageSchema.safeParse({
+				organizationId: "org-123",
+				folderId: null,
+				search: "campaign",
+				sort: "name-asc",
+				type: "deep",
+				limit: 100,
+				offset: 200,
+			}).success
+		).toBe(true);
+	});
+
+	it("rejects out-of-range pagination and unknown enums", () => {
+		expect(listLinksPageSchema.safeParse({ limit: 0 }).success).toBe(false);
+		expect(listLinksPageSchema.safeParse({ limit: 101 }).success).toBe(false);
+		expect(listLinksPageSchema.safeParse({ offset: -1 }).success).toBe(false);
+		expect(listLinksPageSchema.safeParse({ sort: "random" }).success).toBe(
+			false
+		);
+		expect(listLinksPageSchema.safeParse({ type: "medium" }).success).toBe(
+			false
+		);
+	});
+});
+
 describe("id input schemas", () => {
 	it("accept valid ids and reject missing ids", () => {
 		expect(getLinkSchema.safeParse({ id: "link-123" }).success).toBe(true);
diff --git a/packages/rpc/src/routers/links.ts b/packages/rpc/src/routers/links.ts
index e3aa899fb..58cac2445 100644
--- a/packages/rpc/src/routers/links.ts
+++ b/packages/rpc/src/routers/links.ts
@@ -1,4 +1,14 @@
-import { and, desc, eq, isNull, isUniqueViolationFor } from "@databuddy/db";
+import {
+	and,
+	asc,
+	desc,
+	eq,
+	ilike,
+	isNotNull,
+	isNull,
+	isUniqueViolationFor,
+	or,
+} from "@databuddy/db";
 import { linkFolders, links } from "@databuddy/db/schema";
 import {
 	type CachedLink,
@@ -19,6 +29,8 @@ import {
 	deleteLinkSchema,
 	getLinkSchema,
 	linkOutputSchema,
+	listLinksPageOutputSchema,
+	listLinksPageSchema,
 	listLinksSchema,
 	updateLinkSchema,
 } from "./links.schemas";
@@ -154,6 +166,53 @@ function requireLinkAccess(
 	});
 }
 
+const LINKS_LIST_MAX = 1000;
+
+function buildLinkListConditions(
+	input: {
+		externalId?: string;
+		folderId?: string | null;
+		sourceId?: string;
+		sourceOwnerId?: string;
+		sourceType?: string;
+		targetDomain?: string;
+	},
+	organizationId: string
+) {
+	const conditions = [eq(links.organizationId, organizationId)];
+	if (input.externalId) {
+		conditions.push(eq(links.externalId, input.externalId));
+	}
+	if (input.folderId !== undefined) {
+		conditions.push(
+			input.folderId === null
+				? isNull(links.folderId)
+				: eq(links.folderId, input.folderId)
+		);
+	}
+	if (input.sourceType) {
+		conditions.push(eq(links.sourceType, input.sourceType));
+	}
+	if (input.sourceId) {
+		conditions.push(eq(links.sourceId, input.sourceId));
+	}
+	if (input.sourceOwnerId) {
+		conditions.push(eq(links.sourceOwnerId, input.sourceOwnerId));
+	}
+	const targetDomain = normalizeTargetDomain(input.targetDomain);
+	if (targetDomain) {
+		conditions.push(eq(links.targetDomain, targetDomain));
+	}
+	return conditions;
+}
+
+const linkSortOrder = {
+	newest: [desc(links.createdAt), desc(links.id)],
+	oldest: [asc(links.createdAt), asc(links.id)],
+	"name-asc": [asc(links.name), desc(links.id)],
+	"name-desc": [desc(links.name), desc(links.id)],
+} as const;
+
 async function getLinkOrThrow(context: Context, id: string): Promise<LinkRow> {
 	const [link] = await context.db
 		.select()
@@ -176,7 +235,7 @@ export const linksRouter = {
 			tags: ["Links"],
 			summary: "List links",
 			description:
-				"Returns all links for the workspace. Optional organizationId defaults to the active organization from the session. Requires read:links scope.",
+				"Returns up to the 1000 most recent links for the workspace. Optional organizationId defaults to the active organization from the session. Use the paginated endpoint for larger workspaces. Requires read:links scope.",
 			spec: (s) => ({ ...s, "x-required-scopes": ["read:links"] as const }),
 		})
 		.input(listLinksSchema)
@@ -188,36 +247,75 @@ export const linksRouter = {
 
 			await requireLinkAccess(context, organizationId, "read");
 
-			const conditions = [eq(links.organizationId, organizationId)];
-			if (input.externalId) {
-				conditions.push(eq(links.externalId, input.externalId));
+			const conditions = buildLinkListConditions(input, organizationId);
+
+			return context.db
+				.select()
+				.from(links)
+				.where(and(...conditions))
+				.orderBy(desc(links.createdAt))
+				.limit(LINKS_LIST_MAX);
+		}),
+
+	paginated: protectedProcedure
+		.route({
+			method: "POST",
+			path: "/links/paginated",
+			tags: ["Links"],
+			summary: "List links (paginated)",
+			description:
+				"Returns a page of links for the workspace with server-side search, sort, type filter, and offset pagination. Requires read:links scope.",
+			spec: (s) => ({ ...s, "x-required-scopes": ["read:links"] as const }),
+		})
+		.input(listLinksPageSchema)
+		.output(listLinksPageOutputSchema)
+		.handler(async ({ context, input }) => {
+			const organizationId = requireOrganizationId(
+				input.organizationId ?? context.organizationId
+			);
+
+			await requireLinkAccess(context, organizationId, "read");
+
+			const conditions = buildLinkListConditions(input, organizationId);
+
+			if (input.type === "short") {
+				conditions.push(isNull(links.deepLinkApp));
+			} else if (input.type === "deep") {
+				conditions.push(isNotNull(links.deepLinkApp));
 			}
-			if (input.folderId !== undefined) {
-				conditions.push(
-					input.folderId === null
-						? isNull(links.folderId)
-						: eq(links.folderId, input.folderId)
+
+			const search = input.search?.trim();
+			if (search) {
+				const term = `%${search}%`;
+				const matches = or(
+					ilike(links.name, term),
+					ilike(links.slug, term),
+					ilike(links.targetUrl, term),
+					ilike(links.externalId, term),
+					ilike(links.sourceType, term),
+					ilike(links.sourceId, term),
+					ilike(links.sourceOwnerId, term),
+					ilike(links.targetDomain, term)
 				);
-			}
-			if (input.sourceType) {
-				conditions.push(eq(links.sourceType, input.sourceType));
-			}
-			if (input.sourceId) {
-				conditions.push(eq(links.sourceId, input.sourceId));
-			}
-			if (input.sourceOwnerId) {
-				conditions.push(eq(links.sourceOwnerId, input.sourceOwnerId));
-			}
-			const targetDomain = normalizeTargetDomain(input.targetDomain);
-			if (targetDomain) {
-				conditions.push(eq(links.targetDomain, targetDomain));
+				if (matches) {
+					conditions.push(matches);
+				}
 			}
 
-			return context.db
+			const rows = await context.db
 				.select()
 				.from(links)
 				.where(and(...conditions))
-				.orderBy(desc(links.createdAt));
+				.orderBy(...linkSortOrder[input.sort])
+				.limit(input.limit + 1)
+				.offset(input.offset);
+
+			const hasMore = rows.length > input.limit;
+
+			return {
+				items: hasMore ? rows.slice(0, input.limit) : rows,
+				hasMore,
+			};
 		}),
 
 	get: protectedProcedure

From ae9b12799ecb79ff262b49804d9fbce3963bc0fd Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 01:44:29 +0300
Subject: [PATCH 061/129] feat(dashboard): virtualized paginated links list
 with folder filter

Replace the load-everything links page with an infinite, virtualized
list (@tanstack/react-virtual) backed by links.paginated. Move search,
sort, and type filtering server-side, and swap the folder accordions for
a folder filter dropdown. Fixes freezes/crashes on high link counts.

Removes the now-orphaned client-side filter hook and folder-accordion
component, and the dead links.list array cache maintenance.
---
 .../links/_components/link-folders-list.tsx   | 127 ---------------
 .../links/_components/links-search-bar.tsx    | 106 +++++++++++--
 .../links/_components/use-filtered-links.ts   |  65 --------
 .../_components/virtualized-links-list.tsx    | 120 ++++++++++++++
 apps/dashboard/app/(main)/links/page.tsx      | 109 ++++++++-----
 .../layout/organization-selector.tsx          |   1 +
 apps/dashboard/hooks/use-links.ts             | 150 ++++++++++++------
 apps/dashboard/hooks/use-organizations.ts     |   2 +
 apps/dashboard/package.json                   |   1 +
 bun.lock                                      |   5 +
 10 files changed, 394 insertions(+), 292 deletions(-)
 delete mode 100644 apps/dashboard/app/(main)/links/_components/link-folders-list.tsx
 delete mode 100644 apps/dashboard/app/(main)/links/_components/use-filtered-links.ts
 create mode 100644 apps/dashboard/app/(main)/links/_components/virtualized-links-list.tsx

diff --git a/apps/dashboard/app/(main)/links/_components/link-folders-list.tsx b/apps/dashboard/app/(main)/links/_components/link-folders-list.tsx
deleted file mode 100644
index 94ee3a98d..000000000
--- a/apps/dashboard/app/(main)/links/_components/link-folders-list.tsx
+++ /dev/null
@@ -1,127 +0,0 @@
-"use client";
-
-import { type ReactNode, useMemo } from "react";
-import type { Link, LinkFolder } from "@/hooks/use-links";
-import { ArchiveIcon, FolderSimpleIcon, LinkIcon } from "@databuddy/ui/icons";
-import { LinksList } from "./link-item";
-import { EmptyState } from "@databuddy/ui";
-import { Accordion } from "@databuddy/ui/client";
-
-interface LinkFoldersListProps {
-	folders: LinkFolder[];
-	foldersById: Map<string, string>;
-	links: Link[];
-	onCreateLink: () => void;
-	onDelete: (linkId: string) => void;
-	onEdit: (link: Link) => void;
-	onShowQr: (link: Link) => void;
-}
-
-interface FolderSection {
-	icon: ReactNode;
-	id: string;
-	links: Link[];
-	name: string;
-}
-
-function groupLinksByFolder(links: Link[]) {
-	const grouped = new Map<string, Link[]>();
-	for (const link of links) {
-		const key = link.folderId ?? "unfiled";
-		grouped.set(key, [...(grouped.get(key) ?? []), link]);
-	}
-	return grouped;
-}
-
-function FolderEmptyState({ title }: { title: string }) {
-	return (
-		<div className="border-border/60 border-t px-5 py-6">
-			<EmptyState
-				description="New links assigned here will show up in this folder."
-				icon={<LinkIcon weight="regular" />}
-				title={title}
-				variant="minimal"
-			/>
-		</div>
-	);
-}
-
-export function LinkFoldersList({
-	folders,
-	foldersById,
-	links,
-	onCreateLink,
-	onDelete,
-	onEdit,
-	onShowQr,
-}: LinkFoldersListProps) {
-	const sections = useMemo<FolderSection[]>(() => {
-		const grouped = groupLinksByFolder(links);
-		const folderSections = folders.map((folder) => ({
-			id: folder.id,
-			icon: <FolderSimpleIcon className="size-4" weight="duotone" />,
-			links: grouped.get(folder.id) ?? [],
-			name: folder.name,
-		}));
-		const unfiledLinks = grouped.get("unfiled") ?? [];
-
-		if (unfiledLinks.length > 0 || folders.length === 0) {
-			return [
-				{
-					id: "unfiled",
-					icon: <ArchiveIcon className="size-4" weight="duotone" />,
-					links: unfiledLinks,
-					name: "Unfiled",
-				},
-				...folderSections,
-			];
-		}
-
-		return folderSections;
-	}, [folders, links]);
-
-	if (sections.length === 0) {
-		return (
-			<LinksList
-				foldersById={foldersById}
-				links={[]}
-				onCreateLink={onCreateLink}
-				onDelete={onDelete}
-				onEdit={onEdit}
-				onShowQr={onShowQr}
-			/>
-		);
-	}
-
-	return (
-		<div className="divide-y">
-			{sections.map((section) => (
-				<Accordion defaultOpen key={section.id}>
-					<Accordion.Trigger className="h-10 bg-background px-5">
-						{section.icon}
-						<span className="truncate font-medium text-foreground text-sm">
-							{section.name}
-						</span>
-						<span className="ml-auto rounded bg-secondary px-1.5 py-0.5 text-muted-foreground text-xs tabular-nums">
-							{section.links.length}
-						</span>
-					</Accordion.Trigger>
-					<Accordion.Panel>
-						{section.links.length > 0 ? (
-							<LinksList
-								links={section.links}
-								onCreateLink={onCreateLink}
-								onDelete={onDelete}
-								onEdit={onEdit}
-								onShowQr={onShowQr}
-								showEmptyState={false}
-							/>
-						) : (
-							<FolderEmptyState title={`No links in ${section.name}`} />
-						)}
-					</Accordion.Panel>
-				</Accordion>
-			))}
-		</div>
-	);
-}
diff --git a/apps/dashboard/app/(main)/links/_components/links-search-bar.tsx b/apps/dashboard/app/(main)/links/_components/links-search-bar.tsx
index 771f4fd95..7dceb4ad0 100644
--- a/apps/dashboard/app/(main)/links/_components/links-search-bar.tsx
+++ b/apps/dashboard/app/(main)/links/_components/links-search-bar.tsx
@@ -1,8 +1,13 @@
 "use client";
 
-import type { SortOption, TypeFilter } from "./use-filtered-links";
+import type {
+	LinkFolder,
+	LinkSortOption,
+	LinkTypeFilter,
+} from "@/hooks/use-links";
 import {
 	ArrowsDownUpIcon as SortAscendingIcon,
+	FolderSimpleIcon,
 	FunnelIcon,
 	MagnifyingGlassIcon,
 	XMarkIcon as XIcon,
@@ -10,27 +15,56 @@ import {
 import { Input } from "@databuddy/ui";
 import { DropdownMenu } from "@databuddy/ui/client";
 
-const SORT_LABELS: Record<SortOption, string> = {
+const SORT_LABELS: Record<LinkSortOption, string> = {
 	newest: "Newest",
 	oldest: "Oldest",
-	"name-asc": "A \u2192 Z",
-	"name-desc": "Z \u2192 A",
+	"name-asc": "A → Z",
+	"name-desc": "Z → A",
 };
 
-const TYPE_LABELS: Record<TypeFilter, string> = {
+const TYPE_LABELS: Record<LinkTypeFilter, string> = {
 	all: "All",
 	short: "Short Links",
 	deep: "Deep Links",
 };
 
+const UNFILED_VALUE = "__unfiled__";
+const ALL_FOLDERS_VALUE = "__all__";
+
 interface LinksSearchBarProps {
+	folderId: string | null | undefined;
+	folders: LinkFolder[];
 	hasDeepLinks: boolean;
+	onFolderChangeAction: (folderId: string | null | undefined) => void;
 	onSearchQueryChangeAction: (query: string) => void;
-	onSortByChangeAction: (sort: SortOption) => void;
-	onTypeFilterChangeAction: (type: TypeFilter) => void;
+	onSortByChangeAction: (sort: LinkSortOption) => void;
+	onTypeFilterChangeAction: (type: LinkTypeFilter) => void;
 	searchQuery: string;
-	sortBy: SortOption;
-	typeFilter: TypeFilter;
+	sortBy: LinkSortOption;
+	typeFilter: LinkTypeFilter;
+}
+
+function folderFilterValue(folderId: string | null | undefined): string {
+	if (folderId === undefined) {
+		return ALL_FOLDERS_VALUE;
+	}
+	if (folderId === null) {
+		return UNFILED_VALUE;
+	}
+	return folderId;
+}
+
+function folderFilterLabel(
+	folderId: string | null | undefined,
+	folders: LinkFolder[]
+): string {
+	if (folderId === undefined) {
+		return "All folders";
+	}
+	if (folderId === null) {
+		return "Unfiled";
+	}
+	return folders.find((folder) => folder.id === folderId)?.name ?? "Folder";
 }
 
 export function LinksSearchBar({
@@ -41,6 +75,9 @@ export function LinksSearchBar({
 	typeFilter,
 	onTypeFilterChangeAction,
 	hasDeepLinks,
+	folders,
+	folderId,
+	onFolderChangeAction,
 }: LinksSearchBarProps) {
 	return (
 		<div className="flex w-full items-center gap-1.5">
@@ -68,6 +105,51 @@ export function LinksSearchBar({
 				)}
 			</div>
 
+			{folders.length > 0 && (
+				<DropdownMenu>
+					<DropdownMenu.Trigger
+						className={`inline-flex h-7 max-w-32 cursor-pointer items-center gap-1.5 rounded-md px-2 text-xs transition-colors hover:bg-interactive-hover hover:text-foreground ${folderId === undefined ? "text-muted-foreground" : "text-foreground"}`}
+					>
+						<FolderSimpleIcon
+							size={14}
+							weight={folderId === undefined ? "bold" : "fill"}
+						/>
+						<span className="hidden truncate sm:inline">
+							{folderFilterLabel(folderId, folders)}
+						</span>
+					</DropdownMenu.Trigger>
+					<DropdownMenu.Content
+						align="end"
+						className="max-h-72 w-44 overflow-auto"
+					>
+						<DropdownMenu.RadioGroup
+							onValueChange={(value) => {
+								if (value === ALL_FOLDERS_VALUE) {
+									onFolderChangeAction(undefined);
+								} else if (value === UNFILED_VALUE) {
+									onFolderChangeAction(null);
+								} else {
+									onFolderChangeAction(value);
+								}
+							}}
+							value={folderFilterValue(folderId)}
+						>
+							<DropdownMenu.RadioItem value={ALL_FOLDERS_VALUE}>
+								All folders
+							</DropdownMenu.RadioItem>
+							<DropdownMenu.RadioItem value={UNFILED_VALUE}>
+								Unfiled
+							</DropdownMenu.RadioItem>
+							{folders.map((folder) => (
+								<DropdownMenu.RadioItem key={folder.id} value={folder.id}>
+									{folder.name}
+								</DropdownMenu.RadioItem>
+							))}
+						</DropdownMenu.RadioGroup>
+					</DropdownMenu.Content>
+				</DropdownMenu>
+			)}
+
 			{hasDeepLinks && (
 				<DropdownMenu>
 					<DropdownMenu.Trigger
@@ -86,7 +168,7 @@ export function LinksSearchBar({
 						<DropdownMenu.Separator />
 						<DropdownMenu.RadioGroup
 							onValueChange={(value) =>
-								onTypeFilterChangeAction(value as TypeFilter)
+								onTypeFilterChangeAction(value as LinkTypeFilter)
 							}
 							value={typeFilter}
 						>
@@ -113,7 +195,9 @@ export function LinksSearchBar({
 					</DropdownMenu.Group>
 					<DropdownMenu.Separator />
 					<DropdownMenu.RadioGroup
-						onValueChange={(value) => onSortByChangeAction(value as SortOption)}
+						onValueChange={(value) =>
+							onSortByChangeAction(value as LinkSortOption)
+						}
 						value={sortBy}
 					>
 						<DropdownMenu.RadioItem value="newest">
diff --git a/apps/dashboard/app/(main)/links/_components/use-filtered-links.ts b/apps/dashboard/app/(main)/links/_components/use-filtered-links.ts
deleted file mode 100644
index 04120d17b..000000000
--- a/apps/dashboard/app/(main)/links/_components/use-filtered-links.ts
+++ /dev/null
@@ -1,65 +0,0 @@
-import { useDebouncedValue } from "@tanstack/react-pacer";
-import { useMemo } from "react";
-import type { Link } from "@/hooks/use-links";
-
-export type SortOption = "newest" | "oldest" | "name-asc" | "name-desc";
-export type TypeFilter = "all" | "short" | "deep";
-
-export function useFilteredLinks(
-	links: Link[],
-	searchQuery: string,
-	sortBy: SortOption,
-	typeFilter: TypeFilter = "all"
-): Link[] {
-	const [debouncedSearch] = useDebouncedValue(searchQuery, { wait: 200 });
-
-	return useMemo(() => {
-		let result = [...links];
-
-		if (typeFilter === "short") {
-			result = result.filter((link) => !link.deepLinkApp);
-		} else if (typeFilter === "deep") {
-			result = result.filter((link) => !!link.deepLinkApp);
-		}
-
-		if (debouncedSearch.trim()) {
-			const query = debouncedSearch.toLowerCase();
-			result = result.filter(
-				(link) =>
-					link.name.toLowerCase().includes(query) ||
-					link.slug.toLowerCase().includes(query) ||
-					link.targetUrl.toLowerCase().includes(query) ||
-					(link.externalId?.toLowerCase().includes(query) ?? false) ||
-					(link.sourceType?.toLowerCase().includes(query) ?? false) ||
-					(link.sourceId?.toLowerCase().includes(query) ?? false) ||
-					(link.sourceOwnerId?.toLowerCase().includes(query) ?? false) ||
-					(link.targetDomain?.toLowerCase().includes(query) ?? false)
-			);
-		}
-
-		switch (sortBy) {
-			case "newest":
-				result.sort(
-					(a, b) =>
-						new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime()
-				);
-				break;
-			case "oldest":
-				result.sort(
-					(a, b) =>
-						new Date(a.createdAt).getTime() - new Date(b.createdAt).getTime()
-				);
-				break;
-			case "name-asc":
-				result.sort((a, b) => a.name.localeCompare(b.name));
-				break;
-			case "name-desc":
-				result.sort((a, b) => b.name.localeCompare(a.name));
-				break;
-			default:
-				break;
-		}
-
-		return result;
-	}, [links, debouncedSearch, sortBy, typeFilter]);
-}
diff --git a/apps/dashboard/app/(main)/links/_components/virtualized-links-list.tsx b/apps/dashboard/app/(main)/links/_components/virtualized-links-list.tsx
new file mode 100644
index 000000000..cf0f6a186
--- /dev/null
+++ b/apps/dashboard/app/(main)/links/_components/virtualized-links-list.tsx
@@ -0,0 +1,120 @@
+"use client";
+
+import { useVirtualizer } from "@tanstack/react-virtual";
+import {
+	type RefObject,
+	useEffect,
+	useLayoutEffect,
+	useRef,
+	useState,
+} from "react";
+import type { Link } from "@/hooks/use-links";
+import { Spinner } from "@databuddy/ui";
+import { LinkRow } from "./link-item";
+
+const ESTIMATED_ROW_HEIGHT = 65;
+
+interface VirtualizedLinksListProps {
+	fetchNextPage: () => void;
+	foldersById?: Map<string, string>;
+	hasNextPage: boolean;
+	isFetchingNextPage: boolean;
+	links: Link[];
+	onDelete: (linkId: string) => void;
+	onEdit: (link: Link) => void;
+	onShowQr: (link: Link) => void;
+	scrollRef: RefObject<HTMLElement | null>;
+}
+
+export function VirtualizedLinksList({
+	links,
+	foldersById,
+	onEdit,
+	onDelete,
+	onShowQr,
+	scrollRef,
+	hasNextPage,
+	isFetchingNextPage,
+	fetchNextPage,
+}: VirtualizedLinksListProps) {
+	const listRef = useRef<HTMLDivElement>(null);
+	const [scrollMargin, setScrollMargin] = useState(0);
+
+	useLayoutEffect(() => {
+		const scrollEl = scrollRef.current;
+		const listEl = listRef.current;
+		if (!(scrollEl && listEl)) {
+			return;
+		}
+		setScrollMargin(
+			listEl.getBoundingClientRect().top -
+				scrollEl.getBoundingClientRect().top +
+				scrollEl.scrollTop
+		);
+	}, [scrollRef]);
+
+	const virtualizer = useVirtualizer({
+		count: links.length,
+		getScrollElement: () => scrollRef.current,
+		estimateSize: () => ESTIMATED_ROW_HEIGHT,
+		overscan: 8,
+		scrollMargin,
+	});
+
+	const virtualItems = virtualizer.getVirtualItems();
+	const lastItem = virtualItems.at(-1);
+
+	useEffect(() => {
+		if (
+			lastItem &&
+			lastItem.index >= links.length - 1 &&
+			hasNextPage &&
+			!isFetchingNextPage
+		) {
+			fetchNextPage();
+		}
+	}, [lastItem, links.length, hasNextPage, isFetchingNextPage, fetchNextPage]);
+
+	return (
+		<div>
+			<div
+				className="relative w-full"
+				ref={listRef}
+				style={{ height: `${virtualizer.getTotalSize()}px` }}
+			>
+				{virtualItems.map((virtualItem) => {
+					const link = links[virtualItem.index];
+					if (!link) {
+						return null;
+					}
+					return (
+						<div
+							className="absolute top-0 left-0 w-full border-border/60 border-b"
+							data-index={virtualItem.index}
+							key={link.id}
+							ref={virtualizer.measureElement}
+							style={{
+								transform: `translateY(${virtualItem.start - virtualizer.options.scrollMargin}px)`,
+							}}
+						>
+							<LinkRow
+								folderName={
+									link.folderId ? foldersById?.get(link.folderId) : undefined
+								}
+								link={link}
+								onDelete={onDelete}
+								onEdit={onEdit}
+								onShowQr={onShowQr}
+							/>
+						</div>
+					);
+				})}
+			</div>
+			{isFetchingNextPage && (
+				<div className="flex items-center justify-center py-4">
+					<Spinner className="size-4 text-muted-foreground" />
+				</div>
+			)}
+		</div>
+	);
+}
diff --git a/apps/dashboard/app/(main)/links/page.tsx b/apps/dashboard/app/(main)/links/page.tsx
index 05783d1ec..b15749c76 100644
--- a/apps/dashboard/app/(main)/links/page.tsx
+++ b/apps/dashboard/app/(main)/links/page.tsx
@@ -4,18 +4,27 @@ import { ErrorBoundary } from "@/components/error-boundary";
 import { useOrganizationsContext } from "@/components/providers/organizations-provider";
 import {
 	type Link,
+	type LinkSortOption,
+	type LinkTypeFilter,
 	useCreateLinkFolder,
 	useDeleteLink,
 	useLinkFolders,
-	useLinks,
+	useLinksPaginated,
 } from "@/hooks/use-links";
 import { useFlags } from "@databuddy/sdk/react";
+import { useDebouncedValue } from "@tanstack/react-pacer";
 import { usePathname, useRouter, useSearchParams } from "next/navigation";
-import { Suspense, useCallback, useEffect, useMemo, useState } from "react";
+import {
+	Suspense,
+	useCallback,
+	useEffect,
+	useMemo,
+	useRef,
+	useState,
+} from "react";
 import { toast } from "sonner";
 import { DeepLinkSheet } from "./_components/deep-link-sheet";
 import { LinkFolderSheet } from "./_components/link-folder-sheet";
-import { LinkFoldersList } from "./_components/link-folders-list";
 import {
 	LinksListSkeleton,
 	LinksSearchBarSkeleton,
@@ -24,11 +33,7 @@ import {
 import { LinkSheet } from "./_components/link-sheet";
 import { LinksSearchBar } from "./_components/links-search-bar";
 import { QrCodeDialog } from "./_components/qr-code-dialog";
-import {
-	type SortOption,
-	type TypeFilter,
-	useFilteredLinks,
-} from "./_components/use-filtered-links";
+import { VirtualizedLinksList } from "./_components/virtualized-links-list";
 import {
 	ArchiveIcon,
 	LinkIcon as LinkSimpleIcon,
@@ -60,31 +65,52 @@ function LinksPageContent() {
 	const router = useRouter();
 	const pathname = usePathname();
 	const searchParams = useSearchParams();
+	const scrollRef = useRef<HTMLDivElement>(null);
 	const [activeDialog, setActiveDialog] = useState<ActiveDialog>(null);
 	const [search, setSearch] = useState("");
-	const [sort, setSort] = useState<SortOption>("newest");
-	const [typeFilter, setTypeFilter] = useState<TypeFilter>("all");
+	const [sort, setSort] = useState<LinkSortOption>("newest");
+	const [typeFilter, setTypeFilter] = useState<LinkTypeFilter>("all");
+	const [folderId, setFolderId] = useState<string | null | undefined>(
+		undefined
+	);
 	const { activeOrganization, isSwitchingOrganization } =
 		useOrganizationsContext();
 	const workspaceName = activeOrganization?.name ?? "this workspace";
 
 	const { isOn } = useFlags();
 	const deepLinksEnabled = isOn("deeplinks");
-	const { links, isLoading, isError, isFetching, refetch } = useLinks();
+	const [debouncedSearch] = useDebouncedValue(search, { wait: 250 });
+
+	const {
+		links,
+		isLoading,
+		isError,
+		refetch,
+		fetchNextPage,
+		hasNextPage,
+		isFetchingNextPage,
+	} = useLinksPaginated({
+		search: debouncedSearch,
+		sort,
+		type: typeFilter,
+		folderId,
+	});
 	const { folders } = useLinkFolders();
 	const createFolder = useCreateLinkFolder();
 	const deleteLink = useDeleteLink();
-	const filtered = useFilteredLinks(links, search, sort, typeFilter);
 	const foldersById = useMemo(
 		() => new Map(folders.map((folder) => [folder.id, folder.name])),
 		[folders]
 	);
-	const hasDeepLinks = links.some((l) => !!l.deepLinkApp);
 
-	const busy = isLoading || isFetching || isSwitchingOrganization;
+	const hasActiveFilters =
+		!!debouncedSearch.trim() || typeFilter !== "all" || folderId !== undefined;
+	const busy = isLoading || isSwitchingOrganization;
 	const hasLinks = links.length > 0;
 	const hasFolders = folders.length > 0;
-	const noResults = !busy && hasLinks && filtered.length === 0;
+	const showToolbar = hasLinks || hasActiveFilters || hasFolders;
+	const noResults = !(busy || hasLinks) && hasActiveFilters;
+	const emptyWorkspace = !(busy || hasLinks || hasActiveFilters);
 	const canMutateWorkspace = !isSwitchingOrganization;
 
 	const openCreate = useCallback(() => {
@@ -156,7 +182,7 @@ function LinksPageContent() {
 
 	return (
 		<ErrorBoundary>
-			<div className="flex-1 overflow-y-auto">
+			<div className="flex-1 overflow-y-auto" ref={scrollRef}>
 				<div className="mx-auto max-w-2xl space-y-6 p-5">
 					<Card>
 						<Card.Header className="flex-row items-start justify-between gap-4">
@@ -168,9 +194,9 @@ function LinksPageContent() {
 								<Card.Description>
 									{isSwitchingOrganization
 										? "Switching workspace…"
-										: hasLinks
-											? `${links.length} link${links.length === 1 ? "" : "s"} in ${workspaceName} · Free while in beta`
-											: `${workspaceName} does not have any links yet. Create short links with workspace-scoped analytics.`}
+										: emptyWorkspace
+											? `${workspaceName} does not have any links yet. Create short links with workspace-scoped analytics.`
+											: `Short links for ${workspaceName} · Free while in beta`}
 								</Card.Description>
 							</div>
 							<div className="flex shrink-0 items-center gap-2">
@@ -229,39 +255,46 @@ function LinksPageContent() {
 									<LinksSearchBarSkeleton />
 									<LinksListSkeleton />
 								</>
-							) : hasLinks || hasFolders ? (
+							) : showToolbar ? (
 								<>
-									{hasLinks && (
-										<div className="border-b px-4 py-2">
-											<LinksSearchBar
-												hasDeepLinks={hasDeepLinks}
-												onSearchQueryChangeAction={setSearch}
-												onSortByChangeAction={setSort}
-												onTypeFilterChangeAction={setTypeFilter}
-												searchQuery={search}
-												sortBy={sort}
-												typeFilter={typeFilter}
-											/>
-										</div>
-									)}
+									<div className="border-b px-4 py-2">
+										<LinksSearchBar
+											folderId={folderId}
+											folders={folders}
+											hasDeepLinks={deepLinksEnabled}
+											onFolderChangeAction={setFolderId}
+											onSearchQueryChangeAction={setSearch}
+											onSortByChangeAction={setSort}
+											onTypeFilterChangeAction={setTypeFilter}
+											searchQuery={search}
+											sortBy={sort}
+											typeFilter={typeFilter}
+										/>
+									</div>
 									{noResults ? (
 										<div className="px-5 py-12">
 											<EmptyState
-												description={`No links match \u201c${search}\u201d`}
+												description={
+													debouncedSearch.trim()
+														? `No links match “${debouncedSearch}”`
+														: "No links match the current filters"
+												}
 												icon={<MagnifyingGlassIcon weight="duotone" />}
 												title="No results"
 												variant="minimal"
 											/>
 										</div>
 									) : (
-										<LinkFoldersList
-											folders={folders}
+										<VirtualizedLinksList
+											fetchNextPage={fetchNextPage}
 											foldersById={foldersById}
-											links={filtered}
-											onCreateLink={openCreate}
+											hasNextPage={hasNextPage}
+											isFetchingNextPage={isFetchingNextPage}
+											links={links}
 											onDelete={(id) => setActiveDialog({ id, type: "delete" })}
 											onEdit={openEdit}
 											onShowQr={(link) => setActiveDialog({ link, type: "qr" })}
+											scrollRef={scrollRef}
 										/>
 									)}
 								</>
diff --git a/apps/dashboard/components/layout/organization-selector.tsx b/apps/dashboard/components/layout/organization-selector.tsx
index d4ee23145..65ea84556 100644
--- a/apps/dashboard/components/layout/organization-selector.tsx
+++ b/apps/dashboard/components/layout/organization-selector.tsx
@@ -165,6 +165,7 @@ export function OrganizationSelector({
 
 		queryClient.removeQueries({ queryKey: orpc.websites.key() });
 		queryClient.removeQueries({ queryKey: orpc.links.list.key() });
+		queryClient.removeQueries({ queryKey: orpc.links.paginated.key() });
 		queryClient.removeQueries({ queryKey: orpc.linkFolders.list.key() });
 		queryClient.removeQueries({ queryKey: orpc.apikeys.list.key() });
 
diff --git a/apps/dashboard/hooks/use-links.ts b/apps/dashboard/hooks/use-links.ts
index 5062398cb..9313d41ed 100644
--- a/apps/dashboard/hooks/use-links.ts
+++ b/apps/dashboard/hooks/use-links.ts
@@ -5,21 +5,16 @@ import { dayjs } from "@databuddy/ui";
 import { orpc } from "@/lib/orpc";
 import type { Link, LinkFolder } from "@databuddy/db/schema";
 import type { DateRange } from "@/types/analytics";
-import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+import {
+	useInfiniteQuery,
+	useMutation,
+	useQuery,
+	useQueryClient,
+} from "@tanstack/react-query";
 import { useMemo } from "react";
 
 export type { Link, LinkFolder } from "@databuddy/db/schema";
 
-export interface LinkListInput {
-	externalId?: string;
-	folderId?: string | null;
-	organizationId?: string;
-	sourceId?: string;
-	sourceOwnerId?: string;
-	sourceType?: string;
-	targetDomain?: string;
-}
-
 interface GeoEntry {
 	clicks: number;
 	country_code: string;
@@ -64,33 +59,71 @@ export interface LinkStats {
 const EMPTY_LINKS: Link[] = [];
 const EMPTY_LINK_FOLDERS: LinkFolder[] = [];
 
-const linksRootKey = orpc.links.list.key();
-const foldersRootKey = orpc.linkFolders.list.key();
+export type LinkSortOption = "newest" | "oldest" | "name-asc" | "name-desc";
+export type LinkTypeFilter = "all" | "short" | "deep";
 
-const linksListKey = (input: LinkListInput = {}) =>
-	orpc.links.list.queryKey({ input });
+export const LINKS_PAGE_SIZE = 50;
+
+export interface LinksPageParams {
+	folderId?: string | null;
+	organizationId?: string;
+	search?: string;
+	sort?: LinkSortOption;
+	type?: LinkTypeFilter;
+}
+
+interface LinksPage {
+	hasMore: boolean;
+	items: Link[];
+}
+
+const linksPaginatedRootKey = orpc.links.paginated.key();
+const foldersRootKey = orpc.linkFolders.list.key();
 
 const foldersListKey = () => orpc.linkFolders.list.queryKey({ input: {} });
 
 const linkKey = (id: string) => orpc.links.get.queryKey({ input: { id } });
 
-export function useLinks(options?: {
-	enabled?: boolean;
-	input?: LinkListInput;
-}) {
-	const query = useQuery({
-		...orpc.links.list.queryOptions({
-			input: options?.input ?? {},
-		}),
-		enabled: options?.enabled !== false,
+export function useLinksPaginated(params: LinksPageParams) {
+	const search = params.search?.trim() || undefined;
+	const sort = params.sort ?? "newest";
+	const type = params.type ?? "all";
+	const folderId = params.folderId;
+
+	const query = useInfiniteQuery({
+		queryKey: [
+			...linksPaginatedRootKey,
+			{ folderId, organizationId: params.organizationId, search, sort, type },
+		] as const,
+		queryFn: ({ pageParam }) =>
+			orpc.links.paginated.call({
+				organizationId: params.organizationId,
+				folderId: folderId === undefined ? undefined : folderId,
+				search,
+				sort,
+				type,
+				limit: LINKS_PAGE_SIZE,
+				offset: pageParam,
+			}) as Promise<LinksPage>,
+		initialPageParam: 0,
+		getNextPageParam: (lastPage, _allPages, lastPageParam) =>
+			lastPage.hasMore ? lastPageParam + LINKS_PAGE_SIZE : undefined,
 	});
 
+	const links = useMemo(
+		() => query.data?.pages.flatMap((page) => page.items) ?? EMPTY_LINKS,
+		[query.data]
+	);
+
 	return {
-		links: query.data ?? EMPTY_LINKS,
+		links,
 		isLoading: query.isLoading,
 		isFetching: query.isFetching,
 		isError: query.isError,
 		refetch: query.refetch,
+		fetchNextPage: query.fetchNextPage,
+		hasNextPage: query.hasNextPage,
+		isFetchingNextPage: query.isFetchingNextPage,
 	};
 }
 
@@ -270,22 +303,37 @@ export function useLinkStats(linkId: string, dateRange: DateRange) {
 	};
 }
 
+interface InfiniteLinksData {
+	pageParams: unknown[];
+	pages: LinksPage[];
+}
+
+function patchPaginatedLinks(
+	queryClient: ReturnType<typeof useQueryClient>,
+	patch: (items: Link[]) => Link[]
+) {
+	queryClient.setQueriesData<InfiniteLinksData>(
+		{ queryKey: linksPaginatedRootKey },
+		(old) =>
+			old
+				? {
+						...old,
+						pages: old.pages.map((page) => ({
+							...page,
+							items: patch(page.items),
+						})),
+					}
+				: old
+	);
+}
+
 export function useCreateLink() {
 	const queryClient = useQueryClient();
 
 	return useMutation({
 		...orpc.links.create.mutationOptions(),
-		onSuccess: (newLink: Link) => {
-			queryClient.setQueryData<Link[]>(linksListKey(), (old) => {
-				if (!old) {
-					return [newLink];
-				}
-				if (old.some((link) => link.id === newLink.id)) {
-					return old;
-				}
-				return [newLink, ...old];
-			});
-			queryClient.invalidateQueries({ queryKey: linksRootKey });
+		onSuccess: () => {
+			queryClient.invalidateQueries({ queryKey: linksPaginatedRootKey });
 		},
 	});
 }
@@ -296,12 +344,11 @@ export function useUpdateLink() {
 	return useMutation({
 		...orpc.links.update.mutationOptions(),
 		onSuccess: (updatedLink: Link) => {
-			queryClient.setQueryData<Link[]>(linksListKey(), (old) =>
-				old?.map((link) => (link.id === updatedLink.id ? updatedLink : link))
-			);
-
 			queryClient.setQueryData<Link>(linkKey(updatedLink.id), updatedLink);
-			queryClient.invalidateQueries({ queryKey: linksRootKey });
+			patchPaginatedLinks(queryClient, (items) =>
+				items.map((link) => (link.id === updatedLink.id ? updatedLink : link))
+			);
+			queryClient.invalidateQueries({ queryKey: linksPaginatedRootKey });
 		},
 	});
 }
@@ -312,23 +359,24 @@ export function useDeleteLink() {
 	return useMutation({
 		...orpc.links.delete.mutationOptions(),
 		onMutate: async ({ id }) => {
-			const listKey = linksListKey();
-			await queryClient.cancelQueries({ queryKey: listKey });
-			const previousData = queryClient.getQueryData<Link[]>(listKey);
+			await queryClient.cancelQueries({ queryKey: linksPaginatedRootKey });
+			const previousPaginated = queryClient.getQueriesData<InfiniteLinksData>({
+				queryKey: linksPaginatedRootKey,
+			});
 
-			queryClient.setQueryData<Link[]>(listKey, (old) =>
-				old?.filter((link) => link.id !== id)
+			patchPaginatedLinks(queryClient, (items) =>
+				items.filter((link) => link.id !== id)
 			);
 
-			return { previousData, listKey };
+			return { previousPaginated };
 		},
 		onError: (_error, _variables, context) => {
-			if (context?.previousData && context.listKey) {
-				queryClient.setQueryData(context.listKey, context.previousData);
+			for (const [key, data] of context?.previousPaginated ?? []) {
+				queryClient.setQueryData(key, data);
 			}
 		},
 		onSettled: () => {
-			queryClient.invalidateQueries({ queryKey: linksRootKey });
+			queryClient.invalidateQueries({ queryKey: linksPaginatedRootKey });
 		},
 	});
 }
@@ -377,7 +425,7 @@ export function useDeleteLinkFolder() {
 			queryClient.invalidateQueries({
 				queryKey: foldersRootKey,
 			});
-			queryClient.invalidateQueries({ queryKey: linksRootKey });
+			queryClient.invalidateQueries({ queryKey: linksPaginatedRootKey });
 		},
 	});
 }
diff --git a/apps/dashboard/hooks/use-organizations.ts b/apps/dashboard/hooks/use-organizations.ts
index e8d903d9e..533b0711d 100644
--- a/apps/dashboard/hooks/use-organizations.ts
+++ b/apps/dashboard/hooks/use-organizations.ts
@@ -77,6 +77,7 @@ export function useOrganizations() {
 	const clearWorkspaceResourceQueries = () => {
 		queryClient.removeQueries({ queryKey: orpc.websites.key() });
 		queryClient.removeQueries({ queryKey: orpc.links.list.key() });
+		queryClient.removeQueries({ queryKey: orpc.links.paginated.key() });
 		queryClient.removeQueries({ queryKey: orpc.linkFolders.list.key() });
 		queryClient.removeQueries({ queryKey: orpc.apikeys.list.key() });
 	};
@@ -202,6 +203,7 @@ export function useOrganizations() {
 			clearWorkspaceResourceQueries();
 			invalidateOrganizationQueries();
 			queryClient.invalidateQueries({ queryKey: orpc.links.list.key() });
+			queryClient.invalidateQueries({ queryKey: orpc.links.paginated.key() });
 			queryClient.invalidateQueries({ queryKey: orpc.linkFolders.list.key() });
 			queryClient.invalidateQueries({ queryKey: orpc.apikeys.list.key() });
 			toast.success("Workspace updated");
diff --git a/apps/dashboard/package.json b/apps/dashboard/package.json
index aad052bcb..79a1b9074 100644
--- a/apps/dashboard/package.json
+++ b/apps/dashboard/package.json
@@ -55,6 +55,7 @@
     "@tanstack/react-query": "^5.99.2",
     "@tanstack/react-query-persist-client": "5.100.10",
     "@tanstack/react-table": "^8.21.3",
+    "@tanstack/react-virtual": "^3.14.5",
     "@tokenlens/models": "catalog:",
     "@types/d3-scale": "^4.0.9",
     "@types/geojson": "^7946.0.16",
diff --git a/bun.lock b/bun.lock
index bf85d67cb..2bd75566c 100644
--- a/bun.lock
+++ b/bun.lock
@@ -159,6 +159,7 @@
         "@tanstack/react-query": "^5.99.2",
         "@tanstack/react-query-persist-client": "5.100.10",
         "@tanstack/react-table": "^8.21.3",
+        "@tanstack/react-virtual": "^3.14.5",
         "@tokenlens/models": "catalog:",
         "@types/d3-scale": "^4.0.9",
         "@types/geojson": "^7946.0.16",
@@ -2235,10 +2236,14 @@
 
     "@tanstack/react-table": ["@tanstack/react-table@8.21.3", "", { "dependencies": { "@tanstack/table-core": "8.21.3" }, "peerDependencies": { "react": ">=16.8", "react-dom": ">=16.8" } }, "sha512-5nNMTSETP4ykGegmVkhjcS8tTLW6Vl4axfEGQN3v0zdHYbK4UfoqfPChclTrJ4EoK9QynqAu9oUf8VEmrpZ5Ww=="],
 
+    "@tanstack/react-virtual": ["@tanstack/react-virtual@3.14.5", "", { "dependencies": { "@tanstack/virtual-core": "3.17.3" }, "peerDependencies": { "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0", "react-dom": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0" } }, "sha512-4EKRXh7zBLkbKbFmG3AUVkircuHd+7OdT1pocJSepxtfBd3qnrJgJ5rtPkRYyo9fmyVb2+pI2xPy5oYvMLQy6A=="],
+
     "@tanstack/store": ["@tanstack/store@0.11.0", "", {}, "sha512-WlzzCt3xi0G6pCAJu1U+2jiECwabETDpQDi3hfkFZvJii9AuZqEKbOiVarX1/bWhTNjU486yQtJCCasi/0q+Cw=="],
 
     "@tanstack/table-core": ["@tanstack/table-core@8.21.3", "", {}, "sha512-ldZXEhOBb8Is7xLs01fR3YEc3DERiz5silj8tnGkFZytt1abEvl/GhUmCE0PMLaMPTa3Jk4HbKmRlHmu+gCftg=="],
 
+    "@tanstack/virtual-core": ["@tanstack/virtual-core@3.17.3", "", {}, "sha512-8Np/TFELpI0ySuJoVmjvOrQYXH/8sTX0Biv9szhFhY39xOdAAY+smrMxjxOum/ux3eM8MUJQsEJ0/R0UpvC8dw=="],
+
     "@tokenizer/inflate": ["@tokenizer/inflate@0.4.1", "", { "dependencies": { "debug": "^4.4.3", "token-types": "^6.1.1" } }, "sha512-2mAv+8pkG6GIZiF1kNg1jAjh27IDxEPKwdGul3snfztFerfPGI1LjDezZp3i7BElXompqEtPmoPx6c2wgtWsOA=="],
 
     "@tokenizer/token": ["@tokenizer/token@0.3.0", "", {}, "sha512-OvjF+z51L3ov0OyAU0duzsYuvO01PH7x4t6DJx+guahgTnBHkhJdG7soQeTSFLWN3efnHyibZ4Z8l2EuWwJN3A=="],

From 43bd8a63dcadbada1c0a00ebab0ac981725a8ca3 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 01:52:51 +0300
Subject: [PATCH 062/129] feat(insights): dedicated insight detail page

Add a /insights/[id] route with getById and related RPC procedures and
an insight detail view. Wire card and cockpit navigation to the page and
point Slack digest links at /insights/<id> instead of the #insight-<id>
anchor.
---
 .../app/(main)/insights/[id]/page.tsx         |   5 +
 .../insights/_components/cockpit-signals.tsx  |   8 +-
 .../insights/_components/insight-card.tsx     |  93 ++++++--
 .../_components/insight-detail-content.tsx    | 184 ++++++++++++++++
 .../hooks/use-insights-local-state.ts         |  26 ++-
 .../lib/insight-card-view-model.test.ts       |  20 ++
 .../insights/lib/insight-card-view-model.ts   |  15 +-
 .../app/(main)/insights/lib/insight-meta.ts   |   4 +-
 apps/dashboard/lib/insight-api.ts             |  62 ++++++
 apps/insights/src/delivery.test.ts            |   2 +-
 apps/insights/src/delivery.ts                 |   2 +-
 packages/rpc/src/routers/insights.ts          | 208 +++++++++++++++++-
 12 files changed, 596 insertions(+), 33 deletions(-)
 create mode 100644 apps/dashboard/app/(main)/insights/[id]/page.tsx
 create mode 100644 apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx

diff --git a/apps/dashboard/app/(main)/insights/[id]/page.tsx b/apps/dashboard/app/(main)/insights/[id]/page.tsx
new file mode 100644
index 000000000..df5882dd4
--- /dev/null
+++ b/apps/dashboard/app/(main)/insights/[id]/page.tsx
@@ -0,0 +1,5 @@
+import { InsightDetailContent } from "../_components/insight-detail-content";
+
+export default function InsightDetailPage() {
+	return <InsightDetailContent />;
+}
diff --git a/apps/dashboard/app/(main)/insights/_components/cockpit-signals.tsx b/apps/dashboard/app/(main)/insights/_components/cockpit-signals.tsx
index 69585f2eb..0804daa0b 100644
--- a/apps/dashboard/app/(main)/insights/_components/cockpit-signals.tsx
+++ b/apps/dashboard/app/(main)/insights/_components/cockpit-signals.tsx
@@ -91,6 +91,7 @@ export function CockpitSignals(): ReactElement {
 		hydrated,
 		dismissedIdSet,
 		dismissAction,
+		restoreDismissedAction,
 		clearAllDismissedAction,
 		feedbackById,
 		setFeedbackAction,
@@ -370,8 +371,13 @@ export function CockpitSignals(): ReactElement {
 								expanded={expandedId === insight.id}
 								feedbackVote={feedbackById[insight.id] ?? null}
 								insight={insight}
+								isDismissed={dismissedIdSet.has(insight.id)}
 								key={insight.id}
-								onDismissAction={() => dismissAction(insight.id)}
+								onDismissAction={() =>
+									dismissedIdSet.has(insight.id)
+										? restoreDismissedAction(insight.id)
+										: dismissAction(insight.id)
+								}
 								onFeedbackAction={(vote) => setFeedbackAction(insight.id, vote)}
 								onToggleAction={() =>
 									setExpandedId((prev) =>
diff --git a/apps/dashboard/app/(main)/insights/_components/insight-card.tsx b/apps/dashboard/app/(main)/insights/_components/insight-card.tsx
index 5aca3e5ca..ab9299e86 100644
--- a/apps/dashboard/app/(main)/insights/_components/insight-card.tsx
+++ b/apps/dashboard/app/(main)/insights/_components/insight-card.tsx
@@ -2,6 +2,7 @@
 
 import { useMutation } from "@tanstack/react-query";
 import Link from "next/link";
+import { useRouter } from "next/navigation";
 import { type ReactNode, useMemo } from "react";
 import { toast } from "sonner";
 import type { InsightFeedbackVote } from "@/app/(main)/insights/lib/insight-feedback-vote";
@@ -29,7 +30,9 @@ import type { Insight, InsightAction, InsightType } from "@/lib/insight-types";
 import { orpc } from "@/lib/orpc";
 import { cn } from "@/lib/utils";
 import {
+	ArrowCounterClockwiseIcon,
 	ArrowRightIcon,
+	ArrowSquareOutIcon,
 	BugIcon,
 	CaretDownIcon,
 	ChartLineUpIcon,
@@ -314,6 +317,7 @@ interface InsightCardHeaderProps {
 	expanded: boolean;
 	insight: Insight;
 	isCompact: boolean;
+	isDismissed?: boolean;
 	onDismissAction?: () => void;
 	onToggleAction: () => void;
 	typeStyle: InsightTypeStyle;
@@ -324,6 +328,7 @@ function InsightCardHeader({
 	expanded,
 	insight,
 	isCompact,
+	isDismissed = false,
 	onDismissAction,
 	onToggleAction,
 	typeStyle,
@@ -343,17 +348,8 @@ function InsightCardHeader({
 			>
 				<InsightIcon typeStyle={typeStyle} />
 				<span className="min-w-0 flex-1">
-					<span className="flex items-center justify-between gap-2">
-						<span className="line-clamp-2 font-medium text-foreground text-sm leading-snug">
-							{view.headline}
-						</span>
-						<CaretDownIcon
-							className={cn(
-								"size-3 shrink-0 text-muted-foreground transition-transform",
-								expanded && "rotate-180"
-							)}
-							weight="fill"
-						/>
+					<span className="line-clamp-2 block font-medium text-foreground text-sm leading-snug">
+						{view.headline}
 					</span>
 					<span className="mt-0.5 flex items-center gap-1.5 text-xs">
 						<span className="truncate text-muted-foreground">
@@ -378,17 +374,41 @@ function InsightCardHeader({
 					)}
 				</span>
 			</Button>
-			{!isCompact && onDismissAction && (
-				<Button
-					aria-label="Dismiss insight"
-					className="size-6 text-muted-foreground opacity-0 transition-all hover:bg-accent hover:text-foreground group-hover:opacity-100"
-					onClick={onDismissAction}
-					size="icon"
-					variant="ghost"
-				>
-					<XIcon className="size-3" weight="bold" />
-				</Button>
-			)}
+			<div className="flex shrink-0 items-center gap-0.5">
+				<CaretDownIcon
+					aria-hidden
+					className={cn(
+						"size-3.5 text-muted-foreground transition-transform",
+						expanded && "rotate-180"
+					)}
+					weight="fill"
+				/>
+				{!isCompact &&
+					onDismissAction &&
+					(isDismissed ? (
+						<Button
+							aria-label="Restore insight"
+							className="size-6 text-muted-foreground transition-all hover:bg-accent hover:text-foreground"
+							onClick={onDismissAction}
+							size="icon"
+							title="Restore this insight to the queue"
+							variant="ghost"
+						>
+							<ArrowCounterClockwiseIcon className="size-3.5" weight="bold" />
+						</Button>
+					) : (
+						<Button
+							aria-label="Dismiss insight"
+							className="size-6 text-muted-foreground opacity-0 transition-all hover:bg-accent hover:text-foreground group-focus-within:opacity-100 group-hover:opacity-100"
+							onClick={onDismissAction}
+							size="icon"
+							title="Dismiss and mute this pattern for 30 days"
+							variant="ghost"
+						>
+							<XIcon className="size-3" weight="bold" />
+						</Button>
+					))}
+			</div>
 		</div>
 	);
 }
@@ -418,6 +438,15 @@ function InsightCardPanel({
 	);
 }
 
+const ACTION_ROUTES: Partial<
+	Record<InsightAction["type"], (websiteId: string) => string>
+> = {
+	create_funnel: (websiteId) => `/websites/${websiteId}/funnels?new=funnel`,
+	fix_goal: (websiteId) => `/websites/${websiteId}/goals`,
+	add_custom_event: (websiteId) => `/websites/${websiteId}/events`,
+	add_tracking: (websiteId) => `/websites/${websiteId}/settings/tracking`,
+};
+
 const ACTION_ICONS: Record<InsightAction["type"], ReactNode> = {
 	fix_goal: <BugIcon className="size-3" weight="duotone" />,
 	create_funnel: <ChartLineUpIcon className="size-3" weight="duotone" />,
@@ -438,11 +467,17 @@ function InsightActionPill({
 	action: InsightAction;
 	insight: Insight;
 }) {
+	const router = useRouter();
 	const createAnnotation = useMutation({
 		...orpc.annotations.create.mutationOptions(),
 	});
 
 	const handleClick = async () => {
+		const buildRoute = ACTION_ROUTES[action.type];
+		if (buildRoute) {
+			router.push(buildRoute(insight.websiteId));
+			return;
+		}
 		if (
 			(action.type === "code_fix" || action.type === "investigate_further") &&
 			action.params.prompt
@@ -486,7 +521,6 @@ function InsightActionPill({
 			}
 			return;
 		}
-		toast.info(`${action.label}`);
 	};
 
 	return (
@@ -729,6 +763,7 @@ function InsightOverflowMenu({
 	onCopyLink: (value: string) => void;
 	onCopyPrompt: (value: string) => void;
 }) {
+	const router = useRouter();
 	return (
 		<DropdownMenu>
 			<DropdownMenu.Trigger
@@ -738,6 +773,12 @@ function InsightOverflowMenu({
 				<DotsThreeIcon className="size-4" weight="bold" />
 			</DropdownMenu.Trigger>
 			<DropdownMenu.Content align="start" className="w-44">
+				<DropdownMenu.Item
+					onClick={() => router.push(`/insights/${insight.id}`)}
+				>
+					<ArrowSquareOutIcon className="size-4" weight="duotone" />
+					Open insight
+				</DropdownMenu.Item>
 				<DropdownMenu.Item
 					onClick={() => {
 						onCopyPrompt(buildInsightAgentCopyText(insight));
@@ -809,6 +850,7 @@ export interface InsightCardProps {
 	expanded: boolean;
 	feedbackVote?: InsightFeedbackVote | null;
 	insight: Insight;
+	isDismissed?: boolean;
 	onDismissAction?: () => void;
 	onFeedbackAction?: (vote: InsightFeedbackVote | null) => void;
 	onToggleAction: () => void;
@@ -818,6 +860,7 @@ export interface InsightCardProps {
 export function InsightCard({
 	insight,
 	expanded,
+	isDismissed = false,
 	onToggleAction,
 	onDismissAction,
 	feedbackVote,
@@ -858,7 +901,8 @@ export function InsightCard({
 							: "bg-muted/20 hover:bg-muted/30 active:bg-muted/40"
 						: expanded
 							? "bg-accent/20"
-							: "hover:bg-accent/40 active:bg-accent/50"
+							: "hover:bg-accent/40 active:bg-accent/50",
+				isDismissed && "opacity-60"
 			)}
 			id={`insight-${insight.id}`}
 		>
@@ -866,6 +910,7 @@ export function InsightCard({
 				expanded={expanded}
 				insight={insight}
 				isCompact={isCompact}
+				isDismissed={isDismissed}
 				onDismissAction={onDismissAction}
 				onToggleAction={onToggleAction}
 				typeStyle={typeStyle}
diff --git a/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx b/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx
new file mode 100644
index 000000000..db56f7539
--- /dev/null
+++ b/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx
@@ -0,0 +1,184 @@
+"use client";
+
+import { useQuery } from "@tanstack/react-query";
+import Link from "next/link";
+import { useParams, useRouter } from "next/navigation";
+import { useMemo, useState } from "react";
+import { useInsightsLocalState } from "@/app/(main)/insights/hooks/use-insights-local-state";
+import { TopBar } from "@/components/layout/top-bar";
+import { useOrganizationsContext } from "@/components/providers/organizations-provider";
+import { insightQueries, type RelatedInsightRow } from "@/lib/insight-api";
+import { mapHistoryRowToInsight } from "@/lib/insight-types";
+import { cn } from "@/lib/utils";
+import { ArrowLeftIcon, LightbulbIcon } from "@databuddy/ui/icons";
+import { Card, EmptyState, Skeleton } from "@databuddy/ui";
+import { InsightCard } from "./insight-card";
+
+const SEVERITY_DOT: Record<string, string> = {
+	critical: "bg-red-500",
+	warning: "bg-amber-500",
+	info: "bg-muted-foreground",
+};
+
+function formatChange(value: number | null): string | null {
+	if (value == null || value === 0) {
+		return null;
+	}
+	return `${value > 0 ? "+" : ""}${value.toFixed(0)}%`;
+}
+
+export function InsightDetailContent() {
+	const params = useParams();
+	const router = useRouter();
+	const insightId = typeof params.id === "string" ? params.id : "";
+
+	const { activeOrganization, activeOrganizationId } =
+		useOrganizationsContext();
+	const orgId = activeOrganization?.id ?? activeOrganizationId ?? undefined;
+
+	const { data, isLoading, isError } = useQuery(
+		insightQueries.byId(insightId || undefined)
+	);
+	const relatedQuery = useQuery(insightQueries.related(insightId || undefined));
+
+	const insight = useMemo(
+		() => (data?.insight ? mapHistoryRowToInsight(data.insight) : null),
+		[data?.insight]
+	);
+
+	const insightIds = useMemo(() => (insight ? [insight.id] : []), [insight]);
+	const { feedbackById, setFeedbackAction } = useInsightsLocalState(
+		orgId,
+		insightIds
+	);
+
+	const [expanded, setExpanded] = useState(true);
+
+	return (
+		<div className="flex h-full flex-col overflow-y-auto">
+			<TopBar.Title>
+				<h1 className="font-semibold text-sm">Insight</h1>
+			</TopBar.Title>
+
+			<div className="mx-auto w-full max-w-4xl space-y-4 p-4 sm:p-5">
+				<Link
+					className="inline-flex w-fit items-center gap-1.5 text-muted-foreground text-xs transition-colors hover:text-foreground"
+					href="/insights"
+				>
+					<ArrowLeftIcon className="size-3.5 shrink-0" />
+					All insights
+				</Link>
+
+				{isLoading && (
+					<Card aria-label="Insight">
+						<div className="space-y-3 p-5">
+							<Skeleton className="h-5 w-2/3 rounded" />
+							<Skeleton className="h-4 w-full rounded" />
+							<Skeleton className="h-4 w-4/5 rounded" />
+						</div>
+					</Card>
+				)}
+
+				{!isLoading && insight && (
+					<>
+						<p className="font-medium text-muted-foreground text-xs">
+							{insight.websiteName ?? insight.websiteDomain}
+						</p>
+						<Card aria-label="Insight">
+							<InsightCard
+								expanded={expanded}
+								feedbackVote={feedbackById[insight.id] ?? null}
+								insight={insight}
+								onFeedbackAction={(vote) => setFeedbackAction(insight.id, vote)}
+								onToggleAction={() => setExpanded((v) => !v)}
+							/>
+						</Card>
+						<RelatedInsights
+							isLoading={relatedQuery.isLoading}
+							rows={relatedQuery.data?.insights ?? []}
+						/>
+					</>
+				)}
+
+				{!(isLoading || insight) && (
+					<EmptyState
+						action={{
+							label: "All insights",
+							onClick: () => router.push("/insights"),
+						}}
+						description={
+							isError
+								? "This insight is unavailable, or it belongs to a workspace you can't access."
+								: "This insight no longer exists. It may have been cleared, or resolved and aged out of history."
+						}
+						icon={<LightbulbIcon weight="duotone" />}
+						title="Insight not available"
+						variant="minimal"
+					/>
+				)}
+			</div>
+		</div>
+	);
+}
+
+function RelatedInsights({
+	isLoading,
+	rows,
+}: {
+	isLoading: boolean;
+	rows: RelatedInsightRow[];
+}) {
+	if (isLoading) {
+		return (
+			<Card aria-label="Related insights">
+				<Card.Header>
+					<Card.Title className="text-sm">Related insights</Card.Title>
+				</Card.Header>
+				<div className="space-y-2 p-4">
+					{[1, 2, 3].map((i) => (
+						<Skeleton className="h-8 w-full rounded" key={i} />
+					))}
+				</div>
+			</Card>
+		);
+	}
+
+	if (rows.length === 0) {
+		return null;
+	}
+
+	return (
+		<Card aria-label="Related insights">
+			<Card.Header>
+				<Card.Title className="text-sm">Related insights</Card.Title>
+			</Card.Header>
+			<div className="divide-y">
+				{rows.map((row) => {
+					const change = formatChange(row.changePercent);
+					return (
+						<Link
+							className="flex items-center gap-3 px-4 py-2.5 transition-colors hover:bg-accent/40"
+							href={`/insights/${row.id}`}
+							key={row.id}
+						>
+							<span
+								className={cn(
+									"size-1.5 shrink-0 rounded-full",
+									SEVERITY_DOT[row.severity] ?? "bg-muted-foreground"
+								)}
+							/>
+							<span className="min-w-0 flex-1 truncate text-foreground text-sm">
+								{row.title}
+							</span>
+							{change && (
+								<span className="shrink-0 text-muted-foreground text-xs tabular-nums">
+									{change}
+								</span>
+							)}
+						</Link>
+					);
+				})}
+			</div>
+		</Card>
+	);
+}
diff --git a/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts b/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
index 2db3f09bb..f9f6ff1e4 100644
--- a/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
+++ b/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
@@ -7,6 +7,7 @@ import {
 	saveDismissedIds,
 } from "@/app/(main)/insights/lib/insights-local-storage";
 import { orpc } from "@/lib/orpc";
+import { toast } from "sonner";
 
 export function useInsightsLocalState(
 	organizationId: string | undefined,
@@ -50,6 +51,21 @@ export function useInsightsLocalState(
 		setHydrated(true);
 	}, [organizationId]);
 
+	const restoreDismissedAction = useCallback(
+		(insightId: string) => {
+			if (!organizationId) {
+				return;
+			}
+			setDismissedIds((prev) => {
+				const next = prev.filter((id) => id !== insightId);
+				saveDismissedIds(organizationId, next);
+				return next;
+			});
+			setDismissedMutation.mutate({ insightId, dismissed: false });
+		},
+		[organizationId, setDismissedMutation]
+	);
+
 	const dismissAction = useCallback(
 		(insightId: string) => {
 			if (!organizationId) {
@@ -64,8 +80,15 @@ export function useInsightsLocalState(
 				return next;
 			});
 			setDismissedMutation.mutate({ insightId, dismissed: true });
+			toast.success("Insight dismissed", {
+				description: "This pattern is muted for 30 days.",
+				action: {
+					label: "Undo",
+					onClick: () => restoreDismissedAction(insightId),
+				},
+			});
 		},
-		[organizationId, setDismissedMutation]
+		[organizationId, setDismissedMutation, restoreDismissedAction]
 	);
 
 	const clearAllDismissedAction = useCallback(() => {
@@ -96,6 +119,7 @@ export function useInsightsLocalState(
 		dismissedIdSet,
 		dismissedIds,
 		dismissAction,
+		restoreDismissedAction,
 		clearAllDismissedAction,
 		feedbackById,
 		setFeedbackAction,
diff --git a/apps/dashboard/app/(main)/insights/lib/insight-card-view-model.test.ts b/apps/dashboard/app/(main)/insights/lib/insight-card-view-model.test.ts
index 7cf2cfa9e..ea1d6ad90 100644
--- a/apps/dashboard/app/(main)/insights/lib/insight-card-view-model.test.ts
+++ b/apps/dashboard/app/(main)/insights/lib/insight-card-view-model.test.ts
@@ -42,6 +42,26 @@ describe("insight card view model", () => {
 		expect(view.primaryActionLabel).toBe("Open analytics");
 	});
 
+	it("drops action pills the card cannot handle and keeps the rest", () => {
+		const view = toInsightCardViewModel({
+			...baseInsight,
+			actions: [
+				{ type: "update_config", label: "Update config", params: {} },
+				{ type: "create_funnel", label: "Create funnel", params: {} },
+				{
+					type: "investigate_further",
+					label: "Investigate",
+					params: { prompt: "Look into the LCP regression." },
+				},
+			],
+		});
+
+		expect(view.actions.map((a) => a.type)).toEqual([
+			"create_funnel",
+			"investigate_further",
+		]);
+	});
+
 	it("keeps investigation evidence separate from metric evidence", () => {
 		const view = toInsightCardViewModel({
 			...baseInsight,
diff --git a/apps/dashboard/app/(main)/insights/lib/insight-card-view-model.ts b/apps/dashboard/app/(main)/insights/lib/insight-card-view-model.ts
index c1209eb10..3953ac530 100644
--- a/apps/dashboard/app/(main)/insights/lib/insight-card-view-model.ts
+++ b/apps/dashboard/app/(main)/insights/lib/insight-card-view-model.ts
@@ -1,6 +1,7 @@
 import type {
 	Insight,
 	InsightAction,
+	InsightActionType,
 	InsightEvidence,
 	InsightMetric,
 	InsightType,
@@ -8,6 +9,16 @@ import type {
 
 const DEFAULT_PRIMARY_ACTION_LABEL = "Open analytics";
 
+const SUPPORTED_ACTION_TYPES = new Set<InsightActionType>([
+	"code_fix",
+	"investigate_further",
+	"create_annotation",
+	"create_funnel",
+	"fix_goal",
+	"add_custom_event",
+	"add_tracking",
+]);
+
 const PRIMARY_ACTION_LABELS: Partial<Record<InsightType, string>> = {
 	bounce_rate_change: "Review traffic quality",
 	channel_concentration: "Compare channels",
@@ -44,7 +55,9 @@ export interface InsightCardViewModel {
 
 export function toInsightCardViewModel(insight: Insight): InsightCardViewModel {
 	return {
-		actions: insight.actions ?? [],
+		actions: (insight.actions ?? []).filter((action) =>
+			SUPPORTED_ACTION_TYPES.has(action.type)
+		),
 		headline: insight.title,
 		investigationEvidence: insight.evidence ?? [],
 		metaLabel: insight.websiteName ?? insight.websiteDomain,
diff --git a/apps/dashboard/app/(main)/insights/lib/insight-meta.ts b/apps/dashboard/app/(main)/insights/lib/insight-meta.ts
index 66ef03968..ddefc685a 100644
--- a/apps/dashboard/app/(main)/insights/lib/insight-meta.ts
+++ b/apps/dashboard/app/(main)/insights/lib/insight-meta.ts
@@ -74,9 +74,7 @@ export function buildInsightShareUrl(insightId: string): string {
 	if (typeof window === "undefined") {
 		return "";
 	}
-	const url = new URL(window.location.href);
-	url.hash = `insight-${insightId}`;
-	return url.toString();
+	return new URL(`/insights/${insightId}`, window.location.origin).toString();
 }
 
 export function extractInsightPathHint(insight: Insight): string | null {
diff --git a/apps/dashboard/lib/insight-api.ts b/apps/dashboard/lib/insight-api.ts
index ea79df153..9b963c3b0 100644
--- a/apps/dashboard/lib/insight-api.ts
+++ b/apps/dashboard/lib/insight-api.ts
@@ -74,6 +74,26 @@ export const insightQueries = {
 			retry: 2,
 			retryDelay: (attempt: number) => Math.min(2000 * 2 ** attempt, 15_000),
 		}),
+	byId: (insightId: string | undefined) =>
+		queryOptions({
+			queryKey: [...INSIGHTS_ROOT, "by-id", insightId] as const,
+			queryFn: () => fetchInsightById(insightId ?? ""),
+			enabled: !!insightId,
+			staleTime: INSIGHT_CACHE.historyStaleTime,
+			gcTime: INSIGHT_CACHE.gcTime,
+			refetchOnWindowFocus: false,
+			retry: 1,
+		}),
+	related: (insightId: string | undefined) =>
+		queryOptions({
+			queryKey: [...INSIGHTS_ROOT, "related", insightId] as const,
+			queryFn: () => fetchInsightRelated(insightId ?? ""),
+			enabled: !!insightId,
+			staleTime: INSIGHT_CACHE.historyStaleTime,
+			gcTime: INSIGHT_CACHE.gcTime,
+			refetchOnWindowFocus: false,
+			retry: 1,
+		}),
 	orgNarrative: (orgId: string | undefined, range: "7d" | "30d" | "90d") =>
 		queryOptions({
 			queryKey: [...INSIGHTS_ROOT, "org-narrative", orgId, range] as const,
@@ -135,6 +155,48 @@ export function fetchInsightsHistoryPage(
 	);
 }
 
+export interface InsightByIdResponse {
+	insight: HistoryInsightRow | null;
+	success: boolean;
+}
+
+export function fetchInsightById(
+	insightId: string
+): Promise<InsightByIdResponse> {
+	return withTimeout(
+		"Insight lookup request",
+		orpc.insights.getById.call({ insightId }) as Promise<InsightByIdResponse>,
+		INSIGHTS_FAST_TIMEOUT_MS
+	);
+}
+
+export interface RelatedInsightRow {
+	changePercent: number | null;
+	createdAt: string;
+	id: string;
+	sentiment: string;
+	severity: string;
+	title: string;
+	type: string;
+}
+
+export interface InsightRelatedResponse {
+	insights: RelatedInsightRow[];
+	success: boolean;
+}
+
+export function fetchInsightRelated(
+	insightId: string
+): Promise<InsightRelatedResponse> {
+	return withTimeout(
+		"Insight related request",
+		orpc.insights.related.call({
+			insightId,
+		}) as Promise<InsightRelatedResponse>,
+		INSIGHTS_FAST_TIMEOUT_MS
+	);
+}
+
 export interface ClearInsightsResponse {
 	deleted: number;
 	error?: string;
diff --git a/apps/insights/src/delivery.test.ts b/apps/insights/src/delivery.test.ts
index 5205a9bad..b32952d21 100644
--- a/apps/insights/src/delivery.test.ts
+++ b/apps/insights/src/delivery.test.ts
@@ -70,7 +70,7 @@ describe("Slack insight digest blocks", () => {
 		expect(sectionText(blocks, 2)).toBe(
 			":red_circle: *Pricing intent is undercounted by about 47%*"
 		);
-		expect(accessoryUrl(blocks, 2)).toContain("/insights#insight-goal-insight");
+		expect(accessoryUrl(blocks, 2)).toContain("/insights/goal-insight");
 		expect(sectionText(blocks, 3)).toContain(">The goal only matches");
 		expect(sectionText(blocks, 3)).toContain(
 			"\nBilling interest is stronger than the goal reports."
diff --git a/apps/insights/src/delivery.ts b/apps/insights/src/delivery.ts
index edaa620db..10703bdf2 100644
--- a/apps/insights/src/delivery.ts
+++ b/apps/insights/src/delivery.ts
@@ -193,7 +193,7 @@ function digestEmoji(label: string): string {
 
 function insightUrl(insightId: string): string {
 	const base = env.DASHBOARD_URL ?? "https://app.databuddy.cc";
-	return `${base}/insights#insight-${insightId}`;
+	return `${base}/insights/${insightId}`;
 }
 
 function quoted(value: string): string {
diff --git a/packages/rpc/src/routers/insights.ts b/packages/rpc/src/routers/insights.ts
index 06252fc82..de6b8dadc 100644
--- a/packages/rpc/src/routers/insights.ts
+++ b/packages/rpc/src/routers/insights.ts
@@ -1,4 +1,14 @@
-import { and, db, desc, eq, gte, inArray, isNull, sql } from "@databuddy/db";
+import {
+	and,
+	db,
+	desc,
+	eq,
+	gte,
+	inArray,
+	isNull,
+	ne,
+	sql,
+} from "@databuddy/db";
 import {
 	analyticsInsights,
 	type AnalyticsInsightMetric,
@@ -586,6 +596,202 @@ export const insightsRouter = {
 			};
 		}),
 
+	getById: sessionProcedure
+		.route({
+			method: "POST",
+			path: "/insights/getById",
+			tags: ["Insights"],
+			summary: "Get a single insight by id",
+			description:
+				"Resolves one insight regardless of status or feed position so deep links always open it. Authorized against the insight's own organization.",
+		})
+		.input(z.object({ insightId: z.string().min(1).max(256) }))
+		.output(
+			z.object({
+				insight: historyInsightSchema.nullable(),
+				success: z.literal(true),
+			})
+		)
+		.handler(async ({ context, input }) => {
+			const [row] = await db
+				.select({
+					id: analyticsInsights.id,
+					organizationId: analyticsInsights.organizationId,
+					runId: analyticsInsights.runId,
+					websiteId: analyticsInsights.websiteId,
+					websiteName: websites.name,
+					websiteDomain: websites.domain,
+					title: analyticsInsights.title,
+					description: analyticsInsights.description,
+					suggestion: analyticsInsights.suggestion,
+					severity: analyticsInsights.severity,
+					sentiment: analyticsInsights.sentiment,
+					type: analyticsInsights.type,
+					priority: analyticsInsights.priority,
+					changePercent: analyticsInsights.changePercent,
+					subjectKey: analyticsInsights.subjectKey,
+					sources: analyticsInsights.sources,
+					confidence: analyticsInsights.confidence,
+					impactSummary: analyticsInsights.impactSummary,
+					rootCause: analyticsInsights.rootCause,
+					evidence: analyticsInsights.evidence,
+					investigationDepth: analyticsInsights.investigationDepth,
+					actions: analyticsInsights.actions,
+					chainId: analyticsInsights.chainId,
+					metrics: analyticsInsights.metrics,
+					createdAt: analyticsInsights.createdAt,
+					status: analyticsInsights.status,
+					resolvedAt: analyticsInsights.resolvedAt,
+					resolvedReason: analyticsInsights.resolvedReason,
+					currentPeriodFrom: analyticsInsights.currentPeriodFrom,
+					currentPeriodTo: analyticsInsights.currentPeriodTo,
+					previousPeriodFrom: analyticsInsights.previousPeriodFrom,
+					previousPeriodTo: analyticsInsights.previousPeriodTo,
+					timezone: analyticsInsights.timezone,
+				})
+				.from(analyticsInsights)
+				.innerJoin(websites, eq(analyticsInsights.websiteId, websites.id))
+				.where(
+					and(
+						eq(analyticsInsights.id, input.insightId),
+						isNull(websites.deletedAt)
+					)
+				)
+				.limit(1);
+
+			if (!row) {
+				return { success: true as const, insight: null };
+			}
+
+			await withWorkspace(context, {
+				organizationId: row.organizationId,
+				resource: "organization",
+				permissions: ["read"],
+			});
+
+			return {
+				success: true as const,
+				insight: {
+					id: row.id,
+					runId: row.runId,
+					websiteId: row.websiteId,
+					websiteName: row.websiteName,
+					websiteDomain: row.websiteDomain,
+					link: buildInsightLink(row.websiteId, row.type),
+					title: row.title,
+					description: row.description,
+					suggestion: row.suggestion,
+					priority: row.priority,
+					subjectKey: row.subjectKey,
+					confidence: row.confidence,
+					rootCause: row.rootCause,
+					evidence: row.evidence ?? null,
+					investigationDepth: row.investigationDepth ?? null,
+					actions: row.actions ?? null,
+					chainId: row.chainId ?? null,
+					...parseInsightShape(row),
+					createdAt: row.createdAt.toISOString(),
+					status: row.status,
+					resolvedAt: row.resolvedAt?.toISOString() ?? null,
+					resolvedReason: row.resolvedReason ?? null,
+					currentPeriodFrom: row.currentPeriodFrom,
+					currentPeriodTo: row.currentPeriodTo,
+					previousPeriodFrom: row.previousPeriodFrom,
+					previousPeriodTo: row.previousPeriodTo,
+					timezone: row.timezone,
+				},
+			};
+		}),
+
+	related: sessionProcedure
+		.route({
+			method: "POST",
+			path: "/insights/related",
+			tags: ["Insights"],
+			summary: "Get other open insights for the same website",
+		})
+		.input(
+			z.object({
+				insightId: z.string().min(1).max(256),
+				limit: z.number().int().min(1).max(10).default(5),
+			})
+		)
+		.output(
+			z.object({
+				insights: z.array(
+					z.object({
+						changePercent: z.number().nullable(),
+						createdAt: z.string(),
+						id: z.string(),
+						sentiment: z.string(),
+						severity: z.string(),
+						title: z.string(),
+						type: z.string(),
+					})
+				),
+				success: z.literal(true),
+			})
+		)
+		.handler(async ({ context, input }) => {
+			const [current] = await db
+				.select({
+					organizationId: analyticsInsights.organizationId,
+					websiteId: analyticsInsights.websiteId,
+				})
+				.from(analyticsInsights)
+				.where(eq(analyticsInsights.id, input.insightId))
+				.limit(1);
+
+			if (!current) {
+				return { success: true as const, insights: [] };
+			}
+
+			await withWorkspace(context, {
+				organizationId: current.organizationId,
+				resource: "organization",
+				permissions: ["read"],
+			});
+
+			const rows = await db
+				.select({
+					id: analyticsInsights.id,
+					title: analyticsInsights.title,
+					severity: analyticsInsights.severity,
+					sentiment: analyticsInsights.sentiment,
+					type: analyticsInsights.type,
+					changePercent: analyticsInsights.changePercent,
+					createdAt: analyticsInsights.createdAt,
+				})
+				.from(analyticsInsights)
+				.innerJoin(websites, eq(analyticsInsights.websiteId, websites.id))
+				.where(
+					and(
+						eq(analyticsInsights.websiteId, current.websiteId),
+						eq(analyticsInsights.status, "open"),
+						ne(analyticsInsights.id, input.insightId),
+						isNull(websites.deletedAt)
+					)
+				)
+				.orderBy(
+					desc(analyticsInsights.priority),
+					desc(analyticsInsights.createdAt)
+				)
+				.limit(input.limit);
+
+			return {
+				success: true as const,
+				insights: rows.map((row) => ({
+					id: row.id,
+					title: row.title,
+					severity: row.severity,
+					sentiment: row.sentiment,
+					type: row.type,
+					changePercent: row.changePercent,
+					createdAt: row.createdAt.toISOString(),
+				})),
+			};
+		}),
+
 	orgNarrative: sessionProcedure
 		.route({
 			method: "POST",

From 7d9bdc148702e6dba041db762cbcca17a0cf4f3c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 01:52:57 +0300
Subject: [PATCH 063/129] feat(dashboard): open funnel creation via ?new=funnel
 deep link

---
 .../app/(main)/websites/[id]/funnels/page.tsx | 19 +++++++++++++++++--
 1 file changed, 17 insertions(+), 2 deletions(-)

diff --git a/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx b/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx
index 7b2c11727..30aad0fa5 100644
--- a/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx
@@ -13,8 +13,13 @@ import type { CreateFunnelData } from "@/types/funnels";
 import { cn } from "@/lib/utils";
 import { GATED_FEATURES } from "@databuddy/shared/types/features";
 import dynamic from "next/dynamic";
-import { useParams, usePathname } from "next/navigation";
-import { useState } from "react";
+import {
+	useParams,
+	usePathname,
+	useRouter,
+	useSearchParams,
+} from "next/navigation";
+import { useEffect, useState } from "react";
 import { TopBar } from "@/components/layout/top-bar";
 import {
 	FunnelAnalytics,
@@ -57,6 +62,16 @@ export default function FunnelsPage() {
 	const [editing, setEditing] = useState<FunnelItemData | "new" | null>(null);
 	const [deletingId, setDeletingId] = useState<string | null>(null);
 
+	const router = useRouter();
+	const searchParams = useSearchParams();
+
+	useEffect(() => {
+		if (searchParams.get("new") === "funnel") {
+			setEditing("new");
+			router.replace(pathname);
+		}
+	}, [searchParams, router, pathname]);
+
 	const {
 		analyticsMap,
 		loadingIds,

From 635883ed6d46ac72b33991b8fb1ccbd2abd8e924 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 01:53:02 +0300
Subject: [PATCH 064/129] docs(db): add ClickHouse schema reference SQL files

---
 packages/db/src/clickhouse/schema/README.md   | 56 +++++++++++++++++++
 .../schema/analytics/core/custom_events.sql   | 23 ++++++++
 .../schema/analytics/core/events.sql          | 54 ++++++++++++++++++
 .../schema/analytics/errors/error_spans.sql   | 20 +++++++
 .../schema/analytics/links/link_visits.sql    | 19 +++++++
 .../schema/analytics/links/outgoing_links.sql | 15 +++++
 .../analytics/pageviews/daily_pageviews.sql   | 11 ++++
 .../pageviews/daily_pageviews_mv.sql          |  9 +++
 .../schema/analytics/revenue/revenue.sql      | 33 +++++++++++
 .../analytics/traffic/ai_traffic_spans.sql    | 17 ++++++
 .../analytics/traffic/blocked_traffic.sql     | 31 ++++++++++
 .../web-vitals/web_vitals_hourly.sql          | 17 ++++++
 .../web-vitals/web_vitals_hourly_mv.sql       | 16 ++++++
 .../analytics/web-vitals/web_vitals_spans.sql | 16 ++++++
 .../schema/uptime/uptime_monitor.sql          | 32 +++++++++++
 15 files changed, 369 insertions(+)
 create mode 100644 packages/db/src/clickhouse/schema/README.md
 create mode 100644 packages/db/src/clickhouse/schema/analytics/core/custom_events.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/core/events.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/errors/error_spans.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/links/link_visits.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/links/outgoing_links.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/pageviews/daily_pageviews.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/pageviews/daily_pageviews_mv.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/revenue/revenue.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/traffic/ai_traffic_spans.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/traffic/blocked_traffic.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_hourly.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_hourly_mv.sql
 create mode 100644 packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_spans.sql
 create mode 100644 packages/db/src/clickhouse/schema/uptime/uptime_monitor.sql

diff --git a/packages/db/src/clickhouse/schema/README.md b/packages/db/src/clickhouse/schema/README.md
new file mode 100644
index 000000000..b4edf1d6a
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/README.md
@@ -0,0 +1,56 @@
+# ClickHouse schema
+
+The `.sql` files in this directory are the source of truth for our ClickHouse
+schema. They mirror what is deployed in production (`SHOW CREATE TABLE`), so a
+file here should always be byte-comparable to the live table definition. One
+file per object, named exactly after the table/view it defines.
+
+## Layout
+
+Files are grouped by database, then by logical domain:
+
+```
+schema/
+  analytics/
+    core/         events, custom_events
+    errors/       error_spans
+    web-vitals/   web_vitals_spans, web_vitals_hourly, web_vitals_hourly_mv
+    pageviews/    daily_pageviews, daily_pageviews_mv
+    traffic/      blocked_traffic, ai_traffic_spans
+    links/        outgoing_links, link_visits
+    revenue/      revenue
+  uptime/
+    uptime_monitor
+```
+
+Materialized views keep the `_mv` suffix and live in the same domain as the
+table they feed. Every statement is `CREATE ... IF NOT EXISTS`, so applying the
+whole tree is idempotent and safe to re-run.
+
+All tables use the `Replicated*MergeTree` engine family with `{shard}` /
+`{replica}` macros, matching the production cluster. Single-node deployments
+need ClickHouse Keeper enabled (a one-node Keeper is fine).
+
+## Applying
+
+Apply base tables first, then materialized views (an MV requires both the table
+it reads from and the table it writes into to already exist):
+
+```bash
+# 1. base tables
+find analytics uptime -name '*.sql' ! -name '*_mv.sql' | sort \
+  | xargs -I{} clickhouse-client --queries-file {}
+
+# 2. materialized views
+find analytics -name '*_mv.sql' | sort \
+  | xargs -I{} clickhouse-client --queries-file {}
+```
+
+## Changing an existing table
+
+Never edit a shipped `.sql` in a way that assumes a fresh table — deployed
+tables already exist. Instead:
+
+1. Add a forward-only, dated `ALTER ... IF NOT EXISTS` to `changes/`.
+2. Apply it to every environment.
+3. Update the table's `.sql` here so it still mirrors the live definition.
diff --git a/packages/db/src/clickhouse/schema/analytics/core/custom_events.sql b/packages/db/src/clickhouse/schema/analytics/core/custom_events.sql
new file mode 100644
index 000000000..9e7fb3969
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/core/custom_events.sql
@@ -0,0 +1,23 @@
+CREATE TABLE IF NOT EXISTS analytics.custom_events
+(
+	`owner_id` String CODEC(ZSTD(1)),
+	`website_id` Nullable(String) CODEC(ZSTD(1)),
+	`timestamp` DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
+	`event_name` LowCardinality(String) CODEC(ZSTD(1)),
+	`namespace` LowCardinality(Nullable(String)) CODEC(ZSTD(1)),
+	`path` Nullable(String) CODEC(ZSTD(1)),
+	`properties` String CODEC(ZSTD(1)),
+	`anonymous_id` Nullable(String) CODEC(ZSTD(1)),
+	`session_id` Nullable(String) CODEC(ZSTD(1)),
+	`source` LowCardinality(Nullable(String)) CODEC(ZSTD(1)),
+	`profile_id` String DEFAULT '',
+	INDEX idx_event_name event_name TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_namespace namespace TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_website_id website_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_source source TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_profile_id profile_id TYPE bloom_filter(0.01) GRANULARITY 1
+)
+ENGINE = ReplicatedMergeTree('/clickhouse/tables/{shard}/analytics_custom_events', '{replica}')
+PARTITION BY toDate(timestamp)
+ORDER BY (owner_id, event_name, timestamp)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/core/events.sql b/packages/db/src/clickhouse/schema/analytics/core/events.sql
new file mode 100644
index 000000000..f56d53822
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/core/events.sql
@@ -0,0 +1,54 @@
+CREATE TABLE IF NOT EXISTS analytics.events
+(
+	`id` UUID,
+	`client_id` String,
+	`event_name` String,
+	`anonymous_id` String,
+	`time` DateTime64(3, 'UTC'),
+	`session_id` String,
+	`referrer` Nullable(String),
+	`url` String,
+	`path` String,
+	`title` Nullable(String),
+	`ip` String,
+	`user_agent` String,
+	`browser_name` Nullable(String),
+	`browser_version` Nullable(String),
+	`os_name` Nullable(String),
+	`os_version` Nullable(String),
+	`device_type` Nullable(String),
+	`device_brand` Nullable(String),
+	`device_model` Nullable(String),
+	`viewport_size` Nullable(String),
+	`language` Nullable(String),
+	`timezone` Nullable(String),
+	`time_on_page` Nullable(Float32),
+	`country` Nullable(String),
+	`region` Nullable(String),
+	`city` Nullable(String),
+	`utm_source` Nullable(String),
+	`utm_medium` Nullable(String),
+	`utm_campaign` Nullable(String),
+	`utm_term` Nullable(String),
+	`utm_content` Nullable(String),
+	`gclid` Nullable(String),
+	`dom_ready_time` Nullable(Int32),
+	`ttfb` Nullable(Int32),
+	`request_time` Nullable(Int32),
+	`render_time` Nullable(Int32),
+	`scroll_depth` Nullable(Float32),
+	`interaction_count` Nullable(Int16),
+	`page_count` UInt8 DEFAULT 1,
+	`properties` String,
+	`created_at` DateTime64(3, 'UTC'),
+	`timestamp` DateTime64(3) DEFAULT toDate(time),
+	`profile_id` String DEFAULT '',
+	INDEX idx_session_id session_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_anonymous_id anonymous_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_path path TYPE bloom_filter(0.02) GRANULARITY 1,
+	INDEX idx_profile_id profile_id TYPE bloom_filter(0.01) GRANULARITY 1
+)
+ENGINE = ReplicatedMergeTree('/clickhouse/tables/{shard}/analytics_events', '{replica}')
+PARTITION BY toYYYYMM(time)
+ORDER BY (client_id, time, id)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/errors/error_spans.sql b/packages/db/src/clickhouse/schema/analytics/errors/error_spans.sql
new file mode 100644
index 000000000..294ff923d
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/errors/error_spans.sql
@@ -0,0 +1,20 @@
+CREATE TABLE IF NOT EXISTS analytics.error_spans
+(
+	`client_id` String CODEC(ZSTD(1)),
+	`anonymous_id` String CODEC(ZSTD(1)),
+	`session_id` String CODEC(ZSTD(1)),
+	`timestamp` DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
+	`path` String CODEC(ZSTD(1)),
+	`message` String CODEC(ZSTD(1)),
+	`filename` Nullable(String) CODEC(ZSTD(1)),
+	`lineno` Nullable(Int32) CODEC(ZSTD(1)),
+	`colno` Nullable(Int32) CODEC(ZSTD(1)),
+	`stack` Nullable(String) CODEC(ZSTD(1)),
+	`error_type` LowCardinality(String) CODEC(ZSTD(1)),
+	INDEX idx_session_id session_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_error_type error_type TYPE bloom_filter(0.01) GRANULARITY 1
+)
+ENGINE = ReplicatedMergeTree('/clickhouse/tables/{shard}/analytics_error_spans', '{replica}')
+PARTITION BY toDate(timestamp)
+ORDER BY (client_id, error_type, path, timestamp)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/links/link_visits.sql b/packages/db/src/clickhouse/schema/analytics/links/link_visits.sql
new file mode 100644
index 000000000..e6dd8e3d6
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/links/link_visits.sql
@@ -0,0 +1,19 @@
+CREATE TABLE IF NOT EXISTS analytics.link_visits
+(
+	`id` UUID CODEC(ZSTD(1)),
+	`link_id` String CODEC(ZSTD(1)),
+	`timestamp` DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
+	`referrer` Nullable(String) CODEC(ZSTD(1)),
+	`user_agent` Nullable(String) CODEC(ZSTD(1)),
+	`ip_hash` String CODEC(ZSTD(1)),
+	`country` Nullable(String) CODEC(ZSTD(1)),
+	`region` Nullable(String) CODEC(ZSTD(1)),
+	`city` Nullable(String) CODEC(ZSTD(1)),
+	`browser_name` Nullable(String) CODEC(ZSTD(1)),
+	`device_type` Nullable(String) CODEC(ZSTD(1)),
+	INDEX idx_link_id link_id TYPE bloom_filter(0.01) GRANULARITY 1
+)
+ENGINE = ReplicatedMergeTree('/clickhouse/tables/{shard}/analytics_link_visits', '{replica}')
+PARTITION BY toDate(timestamp)
+ORDER BY (link_id, timestamp)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/links/outgoing_links.sql b/packages/db/src/clickhouse/schema/analytics/links/outgoing_links.sql
new file mode 100644
index 000000000..47f4522af
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/links/outgoing_links.sql
@@ -0,0 +1,15 @@
+CREATE TABLE IF NOT EXISTS analytics.outgoing_links
+(
+	`id` UUID,
+	`client_id` String,
+	`anonymous_id` String,
+	`session_id` String,
+	`href` String,
+	`text` Nullable(String),
+	`properties` String,
+	`timestamp` DateTime64(3, 'UTC') DEFAULT now()
+)
+ENGINE = ReplicatedMergeTree('/clickhouse/tables/{shard}/analytics_outgoing_links', '{replica}')
+PARTITION BY toYYYYMM(timestamp)
+ORDER BY (client_id, timestamp, id)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/pageviews/daily_pageviews.sql b/packages/db/src/clickhouse/schema/analytics/pageviews/daily_pageviews.sql
new file mode 100644
index 000000000..f578fe6c5
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/pageviews/daily_pageviews.sql
@@ -0,0 +1,11 @@
+CREATE TABLE IF NOT EXISTS analytics.daily_pageviews
+(
+	`client_id` String CODEC(ZSTD(1)),
+	`date` Date CODEC(Delta(2), ZSTD(1)),
+	`pageviews` UInt64 CODEC(ZSTD(1)),
+	INDEX idx_client_id client_id TYPE bloom_filter(0.01) GRANULARITY 1
+)
+ENGINE = ReplicatedSummingMergeTree('/clickhouse/tables/{shard}/analytics_daily_pageviews', '{replica}')
+PARTITION BY toYYYYMM(date)
+ORDER BY (client_id, date)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/pageviews/daily_pageviews_mv.sql b/packages/db/src/clickhouse/schema/analytics/pageviews/daily_pageviews_mv.sql
new file mode 100644
index 000000000..0e0eb3bc2
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/pageviews/daily_pageviews_mv.sql
@@ -0,0 +1,9 @@
+CREATE MATERIALIZED VIEW IF NOT EXISTS analytics.daily_pageviews_mv TO analytics.daily_pageviews
+(
+	`client_id` String,
+	`date` Date,
+	`pageviews` UInt64
+)
+AS SELECT client_id, toDate(time) AS date, countIf(event_name = 'screen_view') AS pageviews 
+FROM analytics.events 
+GROUP BY client_id, date
diff --git a/packages/db/src/clickhouse/schema/analytics/revenue/revenue.sql b/packages/db/src/clickhouse/schema/analytics/revenue/revenue.sql
new file mode 100644
index 000000000..0e821ee04
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/revenue/revenue.sql
@@ -0,0 +1,33 @@
+CREATE TABLE IF NOT EXISTS analytics.revenue
+(
+	`owner_id` String CODEC(ZSTD(1)),
+	`website_id` Nullable(String) CODEC(ZSTD(1)),
+	`transaction_id` String CODEC(ZSTD(1)),
+	`provider` LowCardinality(String) CODEC(ZSTD(1)),
+	`type` LowCardinality(String) CODEC(ZSTD(1)),
+	`status` LowCardinality(String) CODEC(ZSTD(1)),
+	`amount` Decimal(18, 4) CODEC(ZSTD(1)),
+	`original_amount` Decimal(18, 4) CODEC(ZSTD(1)),
+	`original_currency` LowCardinality(String) CODEC(ZSTD(1)),
+	`currency` LowCardinality(String) CODEC(ZSTD(1)),
+	`anonymous_id` Nullable(String) CODEC(ZSTD(1)),
+	`session_id` Nullable(String) CODEC(ZSTD(1)),
+	`customer_id` String DEFAULT '',
+	`product_id` Nullable(String) CODEC(ZSTD(1)),
+	`product_name` Nullable(String) CODEC(ZSTD(1)),
+	`metadata` String DEFAULT '{}' CODEC(ZSTD(1)),
+	`created` DateTime('UTC') CODEC(Delta(4), ZSTD(1)),
+	`synced_at` DateTime('UTC') CODEC(Delta(4), ZSTD(1)),
+	`profile_id` String DEFAULT '',
+	INDEX idx_owner_id owner_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_website_id website_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_transaction_id transaction_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_provider provider TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_type type TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_anonymous_id anonymous_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_profile_id profile_id TYPE bloom_filter(0.01) GRANULARITY 1
+)
+ENGINE = ReplicatedReplacingMergeTree('/clickhouse/tables/{shard}/analytics_revenue', '{replica}', synced_at)
+PARTITION BY toYYYYMM(created)
+ORDER BY (owner_id, transaction_id)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/traffic/ai_traffic_spans.sql b/packages/db/src/clickhouse/schema/analytics/traffic/ai_traffic_spans.sql
new file mode 100644
index 000000000..09944b3f6
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/traffic/ai_traffic_spans.sql
@@ -0,0 +1,17 @@
+CREATE TABLE IF NOT EXISTS analytics.ai_traffic_spans
+(
+	`client_id` String CODEC(ZSTD(1)),
+	`timestamp` DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
+	`bot_type` LowCardinality(String) CODEC(ZSTD(1)),
+	`bot_name` String CODEC(ZSTD(1)),
+	`user_agent` String CODEC(ZSTD(1)),
+	`path` String CODEC(ZSTD(1)),
+	`referrer` Nullable(String) CODEC(ZSTD(1)),
+	INDEX idx_client_id client_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_bot_type bot_type TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_bot_name bot_name TYPE bloom_filter(0.01) GRANULARITY 1
+)
+ENGINE = ReplicatedMergeTree('/clickhouse/tables/{shard}/analytics_ai_traffic_spans', '{replica}')
+PARTITION BY toDate(timestamp)
+ORDER BY (client_id, bot_type, timestamp)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/traffic/blocked_traffic.sql b/packages/db/src/clickhouse/schema/analytics/traffic/blocked_traffic.sql
new file mode 100644
index 000000000..58353a535
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/traffic/blocked_traffic.sql
@@ -0,0 +1,31 @@
+CREATE TABLE IF NOT EXISTS analytics.blocked_traffic
+(
+	`id` UUID,
+	`client_id` String,
+	`timestamp` DateTime64(3, 'UTC'),
+	`path` Nullable(String),
+	`url` Nullable(String),
+	`referrer` Nullable(String),
+	`method` LowCardinality(String) DEFAULT 'POST',
+	`origin` Nullable(String),
+	`ip` String,
+	`user_agent` Nullable(String),
+	`accept_header` Nullable(String),
+	`language` Nullable(String),
+	`block_reason` LowCardinality(String),
+	`block_category` LowCardinality(String),
+	`bot_name` Nullable(String),
+	`country` Nullable(String),
+	`region` Nullable(String),
+	`browser_name` Nullable(String),
+	`browser_version` Nullable(String),
+	`os_name` Nullable(String),
+	`os_version` Nullable(String),
+	`device_type` Nullable(String),
+	`payload_size` Nullable(UInt32),
+	`created_at` DateTime64(3, 'UTC') DEFAULT now()
+)
+ENGINE = ReplicatedMergeTree('/clickhouse/tables/{shard}/analytics_blocked_traffic', '{replica}')
+PARTITION BY toYYYYMM(timestamp)
+ORDER BY (timestamp, client_id, id)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_hourly.sql b/packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_hourly.sql
new file mode 100644
index 000000000..705e0fb99
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_hourly.sql
@@ -0,0 +1,17 @@
+CREATE TABLE IF NOT EXISTS analytics.web_vitals_hourly
+(
+	`client_id` String CODEC(ZSTD(1)),
+	`path` String CODEC(ZSTD(1)),
+	`metric_name` LowCardinality(String) CODEC(ZSTD(1)),
+	`hour` DateTime CODEC(Delta(4), ZSTD(1)),
+	`sample_count` UInt64 CODEC(ZSTD(1)),
+	`p75` Float64 CODEC(ZSTD(1)),
+	`p50` Float64 CODEC(ZSTD(1)),
+	`avg_value` Float64 CODEC(ZSTD(1)),
+	`min_value` Float64 CODEC(ZSTD(1)),
+	`max_value` Float64 CODEC(ZSTD(1))
+)
+ENGINE = ReplicatedSummingMergeTree('/clickhouse/tables/{shard}/analytics_web_vitals_hourly', '{replica}')
+PARTITION BY toYYYYMM(hour)
+ORDER BY (client_id, metric_name, path, hour)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_hourly_mv.sql b/packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_hourly_mv.sql
new file mode 100644
index 000000000..af204800d
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_hourly_mv.sql
@@ -0,0 +1,16 @@
+CREATE MATERIALIZED VIEW IF NOT EXISTS analytics.web_vitals_hourly_mv TO analytics.web_vitals_hourly
+(
+	`client_id` String,
+	`path` String,
+	`metric_name` LowCardinality(String),
+	`hour` DateTime('UTC'),
+	`sample_count` UInt64,
+	`p75` Float64,
+	`p50` Float64,
+	`avg_value` Float64,
+	`min_value` Float64,
+	`max_value` Float64
+)
+AS SELECT client_id, path, metric_name, toStartOfHour(timestamp) AS hour, count() AS sample_count, quantile(0.75)(metric_value) AS p75, quantile(0.5)(metric_value) AS p50, avg(metric_value) AS avg_value, min(metric_value) AS min_value, max(metric_value) AS max_value 
+FROM analytics.web_vitals_spans 
+GROUP BY client_id, path, metric_name, hour
diff --git a/packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_spans.sql b/packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_spans.sql
new file mode 100644
index 000000000..8223c189b
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/analytics/web-vitals/web_vitals_spans.sql
@@ -0,0 +1,16 @@
+CREATE TABLE IF NOT EXISTS analytics.web_vitals_spans
+(
+	`client_id` String CODEC(ZSTD(1)),
+	`anonymous_id` String CODEC(ZSTD(1)),
+	`session_id` String CODEC(ZSTD(1)),
+	`timestamp` DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
+	`path` String CODEC(ZSTD(1)),
+	`metric_name` LowCardinality(String) CODEC(ZSTD(1)),
+	`metric_value` Float64 CODEC(Gorilla(8), ZSTD(1)),
+	INDEX idx_session_id session_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_metric_value metric_value TYPE minmax GRANULARITY 1
+)
+ENGINE = ReplicatedMergeTree('/clickhouse/tables/{shard}/analytics_web_vitals_spans', '{replica}')
+PARTITION BY toDate(timestamp)
+ORDER BY (client_id, metric_name, path, timestamp)
+SETTINGS index_granularity = 8192
diff --git a/packages/db/src/clickhouse/schema/uptime/uptime_monitor.sql b/packages/db/src/clickhouse/schema/uptime/uptime_monitor.sql
new file mode 100644
index 000000000..3bcef4150
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/uptime/uptime_monitor.sql
@@ -0,0 +1,32 @@
+CREATE TABLE IF NOT EXISTS uptime.uptime_monitor
+(
+	`site_id` String CODEC(ZSTD(1)),
+	`url` String CODEC(ZSTD(1)),
+	`timestamp` DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
+	`status` UInt8 CODEC(ZSTD(1)),
+	`http_code` UInt16 CODEC(ZSTD(1)),
+	`ttfb_ms` UInt32 CODEC(ZSTD(1)),
+	`total_ms` UInt32 CODEC(ZSTD(1)),
+	`attempt` UInt8 DEFAULT 1 CODEC(ZSTD(1)),
+	`retries` UInt8 DEFAULT 0 CODEC(ZSTD(1)),
+	`failure_streak` UInt16 DEFAULT 0 CODEC(ZSTD(1)),
+	`response_bytes` UInt32 DEFAULT 0 CODEC(ZSTD(1)),
+	`content_hash` String CODEC(ZSTD(1)),
+	`redirect_count` UInt8 DEFAULT 0 CODEC(ZSTD(1)),
+	`probe_region` LowCardinality(String) DEFAULT 'default',
+	`probe_ip` String CODEC(ZSTD(1)),
+	`ssl_expiry` Nullable(DateTime64(3, 'UTC')) DEFAULT NULL,
+	`ssl_valid` UInt8 DEFAULT 1 CODEC(ZSTD(1)),
+	`env` LowCardinality(String) DEFAULT 'prod',
+	`check_type` LowCardinality(String) DEFAULT 'http',
+	`user_agent` String DEFAULT 'uptime-monitor',
+	`error` String DEFAULT '' CODEC(ZSTD(1)),
+	`json_data` String DEFAULT '' CODEC(ZSTD(1)),
+	INDEX idx_site_id site_id TYPE bloom_filter(0.01) GRANULARITY 1,
+	INDEX idx_status status TYPE minmax GRANULARITY 1,
+	INDEX idx_timestamp timestamp TYPE minmax GRANULARITY 1
+)
+ENGINE = ReplicatedMergeTree('/clickhouse/tables/{shard}/uptime_monitor', '{replica}')
+PARTITION BY toYYYYMM(timestamp)
+ORDER BY (site_id, timestamp)
+SETTINGS index_granularity = 8192

From df2be14324ebb6ef253892f5c995d586b894be5c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 16:03:23 +0300
Subject: [PATCH 065/129] feat(db): generate ClickHouse types from DDL and
 verify schema drift

- schema-parse: shared DDL parser used by codegen and verify
- codegen: emit tables.generated.ts (one Row type per table + registry) from schema/*.sql
- verify: semantic colored diff of repo .sql against the live cluster, exit 1 on drift
- ch:check freshness guard; wire generate/verify into turbo, lefthook, and CI
---
 .github/workflows/ci.yml                      |   7 +
 lefthook.yml                                  |   5 +
 packages/db/package.json                      |   3 +
 packages/db/src/clickhouse/codegen.ts         |  77 ++++++
 packages/db/src/clickhouse/schema-parse.ts    | 153 ++++++++++++
 .../src/clickhouse/schema/tables.generated.ts | 230 ++++++++++++++++++
 packages/db/src/clickhouse/verify.ts          | 136 +++++++++++
 turbo.json                                    |   4 +
 8 files changed, 615 insertions(+)
 create mode 100644 packages/db/src/clickhouse/codegen.ts
 create mode 100644 packages/db/src/clickhouse/schema-parse.ts
 create mode 100644 packages/db/src/clickhouse/schema/tables.generated.ts
 create mode 100644 packages/db/src/clickhouse/verify.ts

diff --git a/.github/workflows/ci.yml b/.github/workflows/ci.yml
index 14f1024f9..873e7d5d7 100644
--- a/.github/workflows/ci.yml
+++ b/.github/workflows/ci.yml
@@ -43,6 +43,8 @@ jobs:
     name: Check Types
     runs-on: blacksmith-4vcpu-ubuntu-2404
     timeout-minutes: 15
+    env:
+      CLICKHOUSE_READONLY_URL: ${{ secrets.CLICKHOUSE_READONLY_URL }}
     steps:
       - uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7
       - uses: oven-sh/setup-bun@0c5077e51419868618aeaa5fe8019c62421857d6 # v2
@@ -56,6 +58,11 @@ jobs:
       - run: bun install --frozen-lockfile --ignore-scripts
       - run: bun run --cwd apps/docs postinstall
       - run: bun run check-types
+      - name: ClickHouse types match DDL
+        run: bun run --cwd packages/db ch:check
+      - name: ClickHouse schema matches cluster
+        if: env.CLICKHOUSE_READONLY_URL != ''
+        run: bun run --cwd packages/db ch:verify
 
   test:
     name: Test
diff --git a/lefthook.yml b/lefthook.yml
index d9dd6a2a4..71ae30ad8 100644
--- a/lefthook.yml
+++ b/lefthook.yml
@@ -27,6 +27,11 @@ pre-commit:
     check-types:
       glob: "**/*.{ts,tsx}"
       run: bun run check-types
+    ch-types:
+      glob: "packages/db/src/clickhouse/schema/**/*.sql"
+      run: |
+        bun run generate-db
+        git add packages/db/src/clickhouse/schema/tables.generated.ts
     lockfile-check:
       glob:
         - "**/package.json"
diff --git a/packages/db/package.json b/packages/db/package.json
index 76f8e41e7..e08f39c3a 100644
--- a/packages/db/package.json
+++ b/packages/db/package.json
@@ -15,6 +15,9 @@
   },
   "scripts": {
     "check-types": "tsc --noEmit",
+    "generate": "bun src/clickhouse/codegen.ts",
+    "ch:verify": "bun src/clickhouse/verify.ts",
+    "ch:check": "bun run generate && git diff --exit-code src/clickhouse/schema/tables.generated.ts",
     "db:push": "dotenv -- drizzle-kit push",
     "db:studio": "dotenv -- drizzle-kit studio",
     "db:seed": "tsx src/seed.ts",
diff --git a/packages/db/src/clickhouse/codegen.ts b/packages/db/src/clickhouse/codegen.ts
new file mode 100644
index 000000000..23e654e8a
--- /dev/null
+++ b/packages/db/src/clickhouse/codegen.ts
@@ -0,0 +1,77 @@
+import { writeFileSync } from "node:fs";
+import { dirname, join } from "node:path";
+import { fileURLToPath } from "node:url";
+import { parseColumns, readSql, sqlFiles, tableNameOf } from "./schema-parse";
+
+const SCHEMA_DIR = join(dirname(fileURLToPath(import.meta.url)), "schema");
+const OUT_FILE = join(SCHEMA_DIR, "tables.generated.ts");
+
+function tsType(rawType: string): string {
+	let t = rawType.trim();
+	let nullable = false;
+	const lc = t.match(/^LowCardinality\((.*)\)$/i);
+	if (lc) {
+		t = lc[1].trim();
+	}
+	const nul = t.match(/^Nullable\((.*)\)$/i);
+	if (nul) {
+		nullable = true;
+		t = nul[1].trim();
+	}
+	const arr = t.match(/^Array\((.*)\)$/i);
+	if (arr) {
+		return `${tsType(arr[1])}[]`;
+	}
+	let base: string;
+	if (/Int/i.test(t) || /^Float/i.test(t)) {
+		base = "number";
+	} else if (/^Bool/i.test(t)) {
+		base = "boolean";
+	} else {
+		base = "string";
+	}
+	return nullable ? `${base} | null` : base;
+}
+
+function pascal(name: string): string {
+	return name
+		.split("_")
+		.map((p) => p.charAt(0).toUpperCase() + p.slice(1))
+		.join("");
+}
+
+const tables = sqlFiles(SCHEMA_DIR, false)
+	.map((file) => {
+		const sql = readSql(file);
+		const table = tableNameOf(sql);
+		return {
+			table,
+			iface: `${pascal(table)}Row`,
+			cols: parseColumns(sql).map((c) => ({
+				name: c.name,
+				type: tsType(c.type),
+			})),
+		};
+	})
+	.sort((a, b) => a.table.localeCompare(b.table));
+
+const header = `// Generated from packages/db/src/clickhouse/schema/**/*.sql — do not edit by hand.
+// Regenerate with \`bun run generate-db\` (repo root) or \`bun run generate\` in packages/db.
+// The .sql DDL is the single source of truth; these types mirror it.
+`;
+
+const interfaces = tables
+	.map(
+		(t) =>
+			`export interface ${t.iface} {\n${t.cols
+				.map((c) => `\t${c.name}: ${c.type};`)
+				.join("\n")}\n}`
+	)
+	.join("\n\n");
+
+const registry = `export interface ClickHouseTables {\n${tables
+	.map((t) => `\t${t.table}: ${t.iface};`)
+	.join("\n")}\n}`;
+
+writeFileSync(OUT_FILE, `${header}\n${interfaces}\n\n${registry}\n`);
+console.info(`Generated ${OUT_FILE} (${tables.length} tables)`);
diff --git a/packages/db/src/clickhouse/schema-parse.ts b/packages/db/src/clickhouse/schema-parse.ts
new file mode 100644
index 000000000..160c2e4e2
--- /dev/null
+++ b/packages/db/src/clickhouse/schema-parse.ts
@@ -0,0 +1,153 @@
+import { readdirSync, readFileSync, statSync } from "node:fs";
+import { join } from "node:path";
+
+export interface ParsedColumn {
+	name: string;
+	type: string;
+}
+
+export interface ParsedTable {
+	name: string;
+	isView: boolean;
+	columns: ParsedColumn[];
+	engine: string;
+	partitionBy: string;
+	orderBy: string;
+	settings: string;
+}
+
+export function sqlFiles(dir: string, includeViews = true): string[] {
+	const out: string[] = [];
+	for (const entry of readdirSync(dir)) {
+		const full = join(dir, entry);
+		if (statSync(full).isDirectory()) {
+			out.push(...sqlFiles(full, includeViews));
+		} else if (
+			entry.endsWith(".sql") &&
+			(includeViews || !entry.endsWith("_mv.sql"))
+		) {
+			out.push(full);
+		}
+	}
+	return out.sort();
+}
+
+export function firstParenGroup(sql: string): { body: string; end: number } {
+	const start = sql.indexOf("(");
+	let depth = 0;
+	for (let i = start; i < sql.length; i++) {
+		if (sql[i] === "(") {
+			depth++;
+		} else if (sql[i] === ")") {
+			depth--;
+			if (depth === 0) {
+				return { body: sql.slice(start + 1, i), end: i };
+			}
+		}
+	}
+	throw new Error("Unbalanced parentheses in DDL");
+}
+
+export function splitTopLevel(body: string): string[] {
+	const parts: string[] = [];
+	let depth = 0;
+	let cur = "";
+	for (const ch of body) {
+		if (ch === "(") {
+			depth++;
+			cur += ch;
+		} else if (ch === ")") {
+			depth--;
+			cur += ch;
+		} else if (ch === "," && depth === 0) {
+			parts.push(cur.trim());
+			cur = "";
+		} else {
+			cur += ch;
+		}
+	}
+	if (cur.trim()) {
+		parts.push(cur.trim());
+	}
+	return parts;
+}
+
+const COLUMN_MODIFIERS =
+	/\s+(?:DEFAULT|MATERIALIZED|ALIAS|EPHEMERAL|CODEC|TTL|COMMENT)\b/;
+const NON_COLUMN = /^(?:INDEX|CONSTRAINT|PROJECTION|PRIMARY\s+KEY)\b/i;
+
+export function tableNameOf(sql: string): string {
+	const m = sql.match(
+		/CREATE\s+(?:TABLE|MATERIALIZED\s+VIEW)\s+(?:IF\s+NOT\s+EXISTS\s+)?[\w.]*\.(\w+)/i
+	);
+	if (!m) {
+		throw new Error("Could not parse table name");
+	}
+	return m[1];
+}
+
+export function parseColumns(sql: string): ParsedColumn[] {
+	const cols: ParsedColumn[] = [];
+	for (const item of splitTopLevel(firstParenGroup(sql).body)) {
+		if (NON_COLUMN.test(item)) {
+			continue;
+		}
+		const nameMatch = item.match(/^`?(\w+)`?\s+/);
+		if (!nameMatch) {
+			continue;
+		}
+		const afterName = item.slice(nameMatch[0].length);
+		const modAt = afterName.search(COLUMN_MODIFIERS);
+		const type = (modAt === -1 ? afterName : afterName.slice(0, modAt)).trim();
+		cols.push({ name: nameMatch[1], type });
+	}
+	return cols;
+}
+
+function clause(tail: string, keyword: string, stops: string[]): string {
+	const stopAlt = stops.join("|");
+	const re = new RegExp(
+		`${keyword}\\s+([\\s\\S]*?)\\s*(?=(?:${stopAlt})\\b|$)`,
+		"i"
+	);
+	const m = tail.match(re);
+	return m ? m[1].trim() : "";
+}
+
+export function parseTable(sql: string): ParsedTable {
+	const name = tableNameOf(sql);
+	const isView = /MATERIALIZED\s+VIEW/i.test(sql);
+	const columns = parseColumns(sql);
+	const tail = sql.slice(firstParenGroup(sql).end + 1).replace(/\s+/g, " ").trim();
+	return {
+		name,
+		isView,
+		columns,
+		engine: clause(tail, "ENGINE\\s*=", [
+			"PARTITION BY",
+			"PRIMARY KEY",
+			"ORDER BY",
+			"SAMPLE BY",
+			"TTL",
+			"SETTINGS",
+		]),
+		partitionBy: clause(tail, "PARTITION BY", [
+			"PRIMARY KEY",
+			"ORDER BY",
+			"SAMPLE BY",
+			"TTL",
+			"SETTINGS",
+		]),
+		orderBy: clause(tail, "ORDER BY", [
+			"PRIMARY KEY",
+			"SAMPLE BY",
+			"TTL",
+			"SETTINGS",
+		]),
+		settings: clause(tail, "SETTINGS", []),
+	};
+}
+
+export function readSql(file: string): string {
+	return readFileSync(file, "utf8");
+}
diff --git a/packages/db/src/clickhouse/schema/tables.generated.ts b/packages/db/src/clickhouse/schema/tables.generated.ts
new file mode 100644
index 000000000..594643e35
--- /dev/null
+++ b/packages/db/src/clickhouse/schema/tables.generated.ts
@@ -0,0 +1,230 @@
+// Generated from packages/db/src/clickhouse/schema/**/*.sql — do not edit by hand.
+// Regenerate with `bun run generate-db` (repo root) or `bun run generate` in packages/db.
+// The .sql DDL is the single source of truth; these types mirror it.
+
+export interface AiTrafficSpansRow {
+	client_id: string;
+	timestamp: string;
+	bot_type: string;
+	bot_name: string;
+	user_agent: string;
+	path: string;
+	referrer: string | null;
+}
+
+export interface BlockedTrafficRow {
+	id: string;
+	client_id: string;
+	timestamp: string;
+	path: string | null;
+	url: string | null;
+	referrer: string | null;
+	method: string;
+	origin: string | null;
+	ip: string;
+	user_agent: string | null;
+	accept_header: string | null;
+	language: string | null;
+	block_reason: string;
+	block_category: string;
+	bot_name: string | null;
+	country: string | null;
+	region: string | null;
+	browser_name: string | null;
+	browser_version: string | null;
+	os_name: string | null;
+	os_version: string | null;
+	device_type: string | null;
+	payload_size: number | null;
+	created_at: string;
+}
+
+export interface CustomEventsRow {
+	owner_id: string;
+	website_id: string | null;
+	timestamp: string;
+	event_name: string;
+	namespace: string | null;
+	path: string | null;
+	properties: string;
+	anonymous_id: string | null;
+	session_id: string | null;
+	source: string | null;
+	profile_id: string;
+}
+
+export interface DailyPageviewsRow {
+	client_id: string;
+	date: string;
+	pageviews: number;
+}
+
+export interface ErrorSpansRow {
+	client_id: string;
+	anonymous_id: string;
+	session_id: string;
+	timestamp: string;
+	path: string;
+	message: string;
+	filename: string | null;
+	lineno: number | null;
+	colno: number | null;
+	stack: string | null;
+	error_type: string;
+}
+
+export interface EventsRow {
+	id: string;
+	client_id: string;
+	event_name: string;
+	anonymous_id: string;
+	time: string;
+	session_id: string;
+	referrer: string | null;
+	url: string;
+	path: string;
+	title: string | null;
+	ip: string;
+	user_agent: string;
+	browser_name: string | null;
+	browser_version: string | null;
+	os_name: string | null;
+	os_version: string | null;
+	device_type: string | null;
+	device_brand: string | null;
+	device_model: string | null;
+	viewport_size: string | null;
+	language: string | null;
+	timezone: string | null;
+	time_on_page: number | null;
+	country: string | null;
+	region: string | null;
+	city: string | null;
+	utm_source: string | null;
+	utm_medium: string | null;
+	utm_campaign: string | null;
+	utm_term: string | null;
+	utm_content: string | null;
+	gclid: string | null;
+	dom_ready_time: number | null;
+	ttfb: number | null;
+	request_time: number | null;
+	render_time: number | null;
+	scroll_depth: number | null;
+	interaction_count: number | null;
+	page_count: number;
+	properties: string;
+	created_at: string;
+	timestamp: string;
+	profile_id: string;
+}
+
+export interface LinkVisitsRow {
+	id: string;
+	link_id: string;
+	timestamp: string;
+	referrer: string | null;
+	user_agent: string | null;
+	ip_hash: string;
+	country: string | null;
+	region: string | null;
+	city: string | null;
+	browser_name: string | null;
+	device_type: string | null;
+}
+
+export interface OutgoingLinksRow {
+	id: string;
+	client_id: string;
+	anonymous_id: string;
+	session_id: string;
+	href: string;
+	text: string | null;
+	properties: string;
+	timestamp: string;
+}
+
+export interface RevenueRow {
+	owner_id: string;
+	website_id: string | null;
+	transaction_id: string;
+	provider: string;
+	type: string;
+	status: string;
+	amount: string;
+	original_amount: string;
+	original_currency: string;
+	currency: string;
+	anonymous_id: string | null;
+	session_id: string | null;
+	customer_id: string;
+	product_id: string | null;
+	product_name: string | null;
+	metadata: string;
+	created: string;
+	synced_at: string;
+	profile_id: string;
+}
+
+export interface UptimeMonitorRow {
+	site_id: string;
+	url: string;
+	timestamp: string;
+	status: number;
+	http_code: number;
+	ttfb_ms: number;
+	total_ms: number;
+	attempt: number;
+	retries: number;
+	failure_streak: number;
+	response_bytes: number;
+	content_hash: string;
+	redirect_count: number;
+	probe_region: string;
+	probe_ip: string;
+	ssl_expiry: string | null;
+	ssl_valid: number;
+	env: string;
+	check_type: string;
+	user_agent: string;
+	error: string;
+	json_data: string;
+}
+
+export interface WebVitalsHourlyRow {
+	client_id: string;
+	path: string;
+	metric_name: string;
+	hour: string;
+	sample_count: number;
+	p75: number;
+	p50: number;
+	avg_value: number;
+	min_value: number;
+	max_value: number;
+}
+
+export interface WebVitalsSpansRow {
+	client_id: string;
+	anonymous_id: string;
+	session_id: string;
+	timestamp: string;
+	path: string;
+	metric_name: string;
+	metric_value: number;
+}
+
+export interface ClickHouseTables {
+	ai_traffic_spans: AiTrafficSpansRow;
+	blocked_traffic: BlockedTrafficRow;
+	custom_events: CustomEventsRow;
+	daily_pageviews: DailyPageviewsRow;
+	error_spans: ErrorSpansRow;
+	events: EventsRow;
+	link_visits: LinkVisitsRow;
+	outgoing_links: OutgoingLinksRow;
+	revenue: RevenueRow;
+	uptime_monitor: UptimeMonitorRow;
+	web_vitals_hourly: WebVitalsHourlyRow;
+	web_vitals_spans: WebVitalsSpansRow;
+}
diff --git a/packages/db/src/clickhouse/verify.ts b/packages/db/src/clickhouse/verify.ts
new file mode 100644
index 000000000..1c6c6d5ef
--- /dev/null
+++ b/packages/db/src/clickhouse/verify.ts
@@ -0,0 +1,136 @@
+import { dirname, join } from "node:path";
+import { fileURLToPath } from "node:url";
+import { type ParsedTable, parseTable, readSql, sqlFiles } from "./schema-parse";
+
+const SCHEMA_DIR = join(dirname(fileURLToPath(import.meta.url)), "schema");
+const DATABASES = ["analytics", "uptime"];
+
+const NO_COLOR = Boolean(process.env.NO_COLOR);
+const c = {
+	red: (s: string) => (NO_COLOR ? s : `\x1b[31m${s}\x1b[0m`),
+	green: (s: string) => (NO_COLOR ? s : `\x1b[32m${s}\x1b[0m`),
+	yellow: (s: string) => (NO_COLOR ? s : `\x1b[33m${s}\x1b[0m`),
+	dim: (s: string) => (NO_COLOR ? s : `\x1b[2m${s}\x1b[0m`),
+	bold: (s: string) => (NO_COLOR ? s : `\x1b[1m${s}\x1b[0m`),
+};
+
+function dbNameOf(sql: string): string {
+	const m = sql.match(
+		/CREATE\s+(?:TABLE|MATERIALIZED\s+VIEW)\s+(?:IF\s+NOT\s+EXISTS\s+)?(\w+)\./i
+	);
+	return m ? m[1] : "analytics";
+}
+
+async function fetchLive(): Promise<Map<string, ParsedTable>> {
+	const raw = process.env.CLICKHOUSE_READONLY_URL ?? process.env.CLICKHOUSE_URL;
+	if (!raw) {
+		throw new Error("CLICKHOUSE_READONLY_URL or CLICKHOUSE_URL must be set");
+	}
+	const url = new URL(raw);
+	const headers: Record<string, string> = {};
+	if (url.username) {
+		headers.Authorization = `Basic ${btoa(`${decodeURIComponent(url.username)}:${decodeURIComponent(url.password)}`)}`;
+		url.username = "";
+		url.password = "";
+	}
+	const dbList = DATABASES.map((d) => `'${d}'`).join(",");
+	const query = `SELECT database, name, create_table_query FROM system.tables WHERE database IN (${dbList}) AND NOT is_temporary FORMAT JSONEachRow`;
+	url.searchParams.set("query", query);
+	const res = await fetch(url, { headers });
+	if (!res.ok) {
+		throw new Error(`ClickHouse query failed: ${res.status} ${await res.text()}`);
+	}
+	const text = await res.text();
+	const live = new Map<string, ParsedTable>();
+	for (const line of text.trim().split("\n").filter(Boolean)) {
+		const row = JSON.parse(line) as { database: string; create_table_query: string };
+		const parsed = parseTable(row.create_table_query);
+		live.set(`${row.database}.${parsed.name}`, parsed);
+	}
+	return live;
+}
+
+function diffTable(repo: ParsedTable, live: ParsedTable): string[] {
+	const lines: string[] = [];
+	const repoCols = new Map(repo.columns.map((col) => [col.name, col.type]));
+	const liveCols = new Map(live.columns.map((col) => [col.name, col.type]));
+
+	for (const [name, type] of repoCols) {
+		if (!liveCols.has(name)) {
+			lines.push(c.green(`    + ${name.padEnd(24)} ${type}`) + c.dim("  (in repo, missing on cluster)"));
+		} else if (liveCols.get(name) !== type) {
+			lines.push(
+				c.yellow(`    ~ ${name.padEnd(24)} `) +
+					c.red(live.columns.find((col) => col.name === name)?.type ?? "") +
+					c.dim(" → ") +
+					c.green(type)
+			);
+		}
+	}
+	for (const [name, type] of liveCols) {
+		if (!repoCols.has(name)) {
+			lines.push(c.red(`    - ${name.padEnd(24)} ${type}`) + c.dim("  (on cluster, missing in repo)"));
+		}
+	}
+
+	const repoNames = repo.columns.map((col) => col.name).join(",");
+	const liveNames = live.columns.map((col) => col.name).join(",");
+	if (repoNames !== liveNames && repoCols.size === liveCols.size &&
+		[...repoCols.keys()].every((k) => liveCols.has(k))) {
+		lines.push(c.yellow("    ~ column order differs"));
+	}
+
+	for (const key of ["engine", "partitionBy", "orderBy", "settings"] as const) {
+		if (repo[key] !== live[key]) {
+			lines.push(
+				c.yellow(`    ~ ${key}`) +
+					`\n        ${c.red(`cluster: ${live[key] || "(none)"}`)}` +
+					`\n        ${c.green(`repo:    ${repo[key] || "(none)"}`)}`
+			);
+		}
+	}
+	return lines;
+}
+
+const live = await fetchLive();
+const repoFiles = sqlFiles(SCHEMA_DIR);
+const seenLive = new Set<string>();
+let drifted = 0;
+
+for (const file of repoFiles) {
+	const sql = readSql(file);
+	const key = `${dbNameOf(sql)}.${parseTable(sql).name}`;
+	seenLive.add(key);
+	const repo = parseTable(sql);
+	const liveTable = live.get(key);
+	if (!liveTable) {
+		console.info(`${c.red("✗")} ${c.bold(key)} ${c.red("— in repo, does not exist on cluster")}`);
+		drifted++;
+		continue;
+	}
+	const lines = diffTable(repo, liveTable);
+	if (lines.length === 0) {
+		console.info(`${c.green("✓")} ${key}`);
+	} else {
+		console.info(`${c.red("✗")} ${c.bold(key)}`);
+		for (const l of lines) {
+			console.info(l);
+		}
+		drifted++;
+	}
+}
+
+for (const key of live.keys()) {
+	if (!seenLive.has(key) && !key.endsWith("_mv")) {
+		console.info(`${c.red("✗")} ${c.bold(key)} ${c.red("— on cluster, no .sql in repo")}`);
+		drifted++;
+	}
+}
+
+console.info("");
+if (drifted === 0) {
+	console.info(c.green(`✓ schema in sync — ${repoFiles.length} objects match the cluster`));
+	process.exit(0);
+}
+console.info(c.red(`✗ ${drifted} object(s) drifted from the cluster`));
+process.exit(1);
diff --git a/turbo.json b/turbo.json
index d37557d7b..cdf5a1e3d 100644
--- a/turbo.json
+++ b/turbo.json
@@ -87,6 +87,10 @@
     "check-types": {
       "dependsOn": ["^build"]
     },
+    "generate": {
+      "inputs": ["src/clickhouse/schema/**/*.sql", "src/clickhouse/codegen.ts"],
+      "outputs": ["src/clickhouse/schema/tables.generated.ts"]
+    },
     "clickhouse:init": {
       "cache": false,
       "persistent": false

From 0c42b73fd87f1303d5c281edebba4fa7b04c51a3 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 16:08:07 +0300
Subject: [PATCH 066/129] refactor(db): apply ClickHouse schema from .sql
 files, drop inline DDL

- apply.ts reads schema/*.sql (tables before MVs), strips replication for
  single-node dev/test/self-host unless CLICKHOUSE_CLUSTER is set
- setup.ts (clickhouse:init) now applies from the .sql source of truth
- schema.ts keeps only the row interfaces; the stale CREATE strings and
  initClickHouseSchema (plain MergeTree, missing columns) are gone
---
 packages/db/src/clickhouse/apply.ts  |  50 +++
 packages/db/src/clickhouse/schema.ts | 634 ---------------------------
 packages/db/src/clickhouse/setup.ts  |  17 +-
 3 files changed, 58 insertions(+), 643 deletions(-)
 create mode 100644 packages/db/src/clickhouse/apply.ts

diff --git a/packages/db/src/clickhouse/apply.ts b/packages/db/src/clickhouse/apply.ts
new file mode 100644
index 000000000..f73487fb3
--- /dev/null
+++ b/packages/db/src/clickhouse/apply.ts
@@ -0,0 +1,50 @@
+import { dirname, join } from "node:path";
+import { fileURLToPath } from "node:url";
+import { clickHouse } from "./client";
+import { readSql, sqlFiles } from "./schema-parse";
+
+const SCHEMA_DIR = join(dirname(fileURLToPath(import.meta.url)), "schema");
+
+const SINGLE_NODE = process.env.CLICKHOUSE_CLUSTER == null;
+
+function databaseOf(sql: string): string {
+	const m = sql.match(
+		/CREATE\s+(?:TABLE|MATERIALIZED\s+VIEW)\s+(?:IF\s+NOT\s+EXISTS\s+)?(\w+)\./i
+	);
+	if (!m) {
+		throw new Error(`Could not determine database for statement: ${sql.slice(0, 80)}`);
+	}
+	return m[1];
+}
+
+export function toSingleNode(sql: string): string {
+	return sql.replace(
+		/ENGINE = Replicated(\w*MergeTree)\(\s*'[^']*'\s*,\s*'[^']*'\s*(?:,\s*)?/g,
+		(_match, engine) => `ENGINE = ${engine}(`
+	);
+}
+
+export async function applyClickHouseSchema(): Promise<{
+	databases: string[];
+	tables: number;
+	views: number;
+}> {
+	const files = sqlFiles(SCHEMA_DIR);
+	const tables = files.filter((f) => !f.endsWith("_mv.sql"));
+	const views = files.filter((f) => f.endsWith("_mv.sql"));
+
+	const databases = [...new Set(files.map((f) => databaseOf(readSql(f))))].sort();
+	for (const db of databases) {
+		await clickHouse.command({ query: `CREATE DATABASE IF NOT EXISTS ${db}` });
+	}
+
+	for (const file of [...tables, ...views]) {
+		let sql = readSql(file);
+		if (SINGLE_NODE) {
+			sql = toSingleNode(sql);
+		}
+		await clickHouse.command({ query: sql });
+	}
+
+	return { databases, tables: tables.length, views: views.length };
+}
diff --git a/packages/db/src/clickhouse/schema.ts b/packages/db/src/clickhouse/schema.ts
index 586b65c2d..436d28dab 100644
--- a/packages/db/src/clickhouse/schema.ts
+++ b/packages/db/src/clickhouse/schema.ts
@@ -1,479 +1,3 @@
-import { clickHouse } from "./client";
-
-const DATABASES = {
-	ANALYTICS: "analytics",
-	UPTIME: "uptime",
-	OBSERVABILITY: "observability",
-} as const;
-
-const CREATE_EVENTS_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.events (
-  id UUID,
-  client_id String,
-  event_name String,
-  anonymous_id String,
-  profile_id String DEFAULT '',
-  time DateTime64(3, 'UTC'),
-  session_id String,
-  
-  event_type LowCardinality(String) DEFAULT 'track',
-  event_id Nullable(String),
-  session_start_time Nullable(DateTime64(3, 'UTC')),
-  timestamp DateTime64(3, 'UTC') DEFAULT time,
-  
-  referrer Nullable(String),
-  url String,
-  path String,
-  title Nullable(String),
-  
-  ip String,
-  user_agent String,
-  browser_name Nullable(String),
-  browser_version Nullable(String),
-  os_name Nullable(String),
-  os_version Nullable(String),
-  device_type Nullable(String),
-  device_brand Nullable(String),
-  device_model Nullable(String),
-  country Nullable(String),
-  region Nullable(String),
-  city Nullable(String),
-  
-  screen_resolution Nullable(String),
-  viewport_size Nullable(String),
-  language Nullable(String),
-  timezone Nullable(String),
-  
-  connection_type Nullable(String),
-  rtt Nullable(Int16),
-  downlink Nullable(Float32),
-  
-  time_on_page Nullable(Float32),
-  scroll_depth Nullable(Float32),
-  interaction_count Nullable(Int16),
-  page_count UInt8 DEFAULT 1,
-  
-  utm_source Nullable(String),
-  utm_medium Nullable(String),
-  utm_campaign Nullable(String),
-  utm_term Nullable(String),
-  utm_content Nullable(String),
-  gclid Nullable(String),
-  
-  load_time Nullable(Int32),
-  dom_ready_time Nullable(Int32),
-  dom_interactive Nullable(Int32),
-  ttfb Nullable(Int32),
-  connection_time Nullable(Int32),
-  request_time Nullable(Int32),
-  render_time Nullable(Int32),
-  redirect_time Nullable(Int32),
-  domain_lookup_time Nullable(Int32),
-  
-  properties String,
-
-  created_at DateTime64(3, 'UTC'),
-
-  INDEX idx_profile_id profile_id TYPE bloom_filter(0.01) GRANULARITY 1
-) ENGINE = MergeTree()
-PARTITION BY toYYYYMM(time)
-ORDER BY (client_id, time, id)
-SETTINGS index_granularity = 8192
-`;
-
-/**
- * Lean error spans table - minimal structure
- * No geo/UA enrichment, just the error data
- */
-const CREATE_ERROR_SPANS_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.error_spans (
-  client_id String CODEC(ZSTD(1)),
-  anonymous_id String CODEC(ZSTD(1)),
-  session_id String CODEC(ZSTD(1)),
-  
-  timestamp DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
-  path String CODEC(ZSTD(1)),
-  
-  message String CODEC(ZSTD(1)),
-  filename Nullable(String) CODEC(ZSTD(1)),
-  lineno Nullable(Int32) CODEC(ZSTD(1)),
-  colno Nullable(Int32) CODEC(ZSTD(1)),
-  stack Nullable(String) CODEC(ZSTD(1)),
-  error_type LowCardinality(String) CODEC(ZSTD(1)),
-  
-  INDEX idx_session_id session_id TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_error_type error_type TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_message message TYPE tokenbf_v1(10240, 3, 0) GRANULARITY 1
-) ENGINE = MergeTree
-PARTITION BY toDate(timestamp)
-ORDER BY (client_id, error_type, path, timestamp)
-SETTINGS index_granularity = 8192, ttl_only_drop_parts = 1
-`;
-
-/**
- * Hourly aggregated error stats
- */
-const CREATE_ERROR_HOURLY_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.error_hourly (
-  client_id String CODEC(ZSTD(1)),
-  path String CODEC(ZSTD(1)),
-  error_type LowCardinality(String) CODEC(ZSTD(1)),
-  message_hash UInt64 CODEC(ZSTD(1)),
-  hour DateTime CODEC(Delta(4), ZSTD(1)),
-  
-  error_count UInt64 CODEC(ZSTD(1)),
-  affected_users AggregateFunction(uniq, String),
-  affected_sessions AggregateFunction(uniq, String),
-  sample_message String CODEC(ZSTD(1))
-) ENGINE = AggregatingMergeTree
-PARTITION BY toYYYYMM(hour)
-ORDER BY (client_id, error_type, path, hour, message_hash)
-TTL toDateTime(hour) + INTERVAL 1 YEAR
-SETTINGS index_granularity = 8192
-`;
-
-/**
- * Materialized view for error hourly aggregation
- */
-const CREATE_ERROR_HOURLY_MV = `
-CREATE MATERIALIZED VIEW IF NOT EXISTS ${DATABASES.ANALYTICS}.error_hourly_mv
-TO ${DATABASES.ANALYTICS}.error_hourly
-AS SELECT
-  client_id,
-  path,
-  error_type,
-  cityHash64(message) AS message_hash,
-  toStartOfHour(timestamp) AS hour,
-  count() AS error_count,
-  uniqState(anonymous_id) AS affected_users,
-  uniqState(session_id) AS affected_sessions,
-  any(message) AS sample_message
-FROM ${DATABASES.ANALYTICS}.error_spans
-GROUP BY client_id, path, error_type, message_hash, hour
-`;
-
-/**
- * Optimized Web Vitals table - minimal spans-oriented design
- *
- * Rating computed at query time using standard thresholds:
- * - LCP: good < 2500, poor > 4000
- * - FCP: good < 1800, poor > 3000
- * - CLS: good < 0.1, poor > 0.25
- * - INP: good < 200, poor > 500
- * - TTFB: good < 800, poor > 1800
- * - FPS: good > 55, poor < 30
- */
-const CREATE_WEB_VITALS_SPANS_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.web_vitals_spans (
-  client_id String CODEC(ZSTD(1)),
-  anonymous_id String CODEC(ZSTD(1)),
-  session_id String CODEC(ZSTD(1)),
-  
-  timestamp DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
-  path String CODEC(ZSTD(1)),
-  
-  metric_name LowCardinality(String) CODEC(ZSTD(1)),
-  metric_value Float64 CODEC(Gorilla, ZSTD(1)),
-  
-  INDEX idx_session_id session_id TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_metric_value metric_value TYPE minmax GRANULARITY 1
-) ENGINE = MergeTree
-PARTITION BY toDate(timestamp)
-ORDER BY (client_id, metric_name, path, timestamp)
-SETTINGS index_granularity = 8192, ttl_only_drop_parts = 1
-`;
-
-/**
- * Hourly aggregated Web Vitals
- */
-const CREATE_WEB_VITALS_HOURLY_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.web_vitals_hourly (
-  client_id String CODEC(ZSTD(1)),
-  path String CODEC(ZSTD(1)),
-  metric_name LowCardinality(String) CODEC(ZSTD(1)),
-  hour DateTime CODEC(Delta(4), ZSTD(1)),
-  
-  sample_count UInt64 CODEC(ZSTD(1)),
-  p75 Float64 CODEC(ZSTD(1)),
-  p50 Float64 CODEC(ZSTD(1)),
-  avg_value Float64 CODEC(ZSTD(1)),
-  min_value Float64 CODEC(ZSTD(1)),
-  max_value Float64 CODEC(ZSTD(1))
-) ENGINE = SummingMergeTree
-PARTITION BY toYYYYMM(hour)
-ORDER BY (client_id, metric_name, path, hour)
-TTL toDateTime(hour) + INTERVAL 1 YEAR
-SETTINGS index_granularity = 8192
-`;
-
-/**
- * Materialized view for Web Vitals hourly aggregation
- */
-const CREATE_WEB_VITALS_HOURLY_MV = `
-CREATE MATERIALIZED VIEW IF NOT EXISTS ${DATABASES.ANALYTICS}.web_vitals_hourly_mv
-TO ${DATABASES.ANALYTICS}.web_vitals_hourly
-AS SELECT
-  client_id,
-  path,
-  metric_name,
-  toStartOfHour(timestamp) AS hour,
-  count() AS sample_count,
-  quantile(0.75)(metric_value) AS p75,
-  quantile(0.50)(metric_value) AS p50,
-  avg(metric_value) AS avg_value,
-  min(metric_value) AS min_value,
-  max(metric_value) AS max_value
-FROM ${DATABASES.ANALYTICS}.web_vitals_spans
-GROUP BY client_id, path, metric_name, hour
-`;
-
-const CREATE_LINK_VISITS_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.link_visits (
-  link_id String CODEC(ZSTD(1)),
-  timestamp DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
-  referrer Nullable(String) CODEC(ZSTD(1)),
-  user_agent Nullable(String) CODEC(ZSTD(1)),
-  ip_hash String CODEC(ZSTD(1)),
-  country Nullable(String) CODEC(ZSTD(1)),
-  region Nullable(String) CODEC(ZSTD(1)),
-  city Nullable(String) CODEC(ZSTD(1)),
-  browser_name Nullable(String) CODEC(ZSTD(1)),
-  device_type Nullable(String) CODEC(ZSTD(1)),
-
-  INDEX idx_link_id link_id TYPE bloom_filter(0.01) GRANULARITY 1
-) ENGINE = MergeTree
-PARTITION BY toDate(timestamp)
-ORDER BY (link_id, timestamp)
-SETTINGS index_granularity = 8192, ttl_only_drop_parts = 1
-`;
-
-const CREATE_BLOCKED_TRAFFIC_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.blocked_traffic (
-  id UUID,
-  client_id String,
-  timestamp DateTime64(3, 'UTC'),
-  
-  path Nullable(String),
-  url Nullable(String),
-  referrer Nullable(String),
-  method LowCardinality(String) DEFAULT 'POST',
-  origin Nullable(String),
-  
-  ip String,
-  user_agent Nullable(String),
-  accept_header Nullable(String),
-  language Nullable(String),
-  
-  block_reason LowCardinality(String),
-  block_category LowCardinality(String),
-  bot_name Nullable(String),
-  
-  country Nullable(String),
-  region Nullable(String),
-  browser_name Nullable(String),
-  browser_version Nullable(String),
-  os_name Nullable(String),
-  os_version Nullable(String),
-  device_type Nullable(String),
-  
-  payload_size Nullable(UInt32),
-  
-  created_at DateTime64(3, 'UTC') DEFAULT now()
-) ENGINE = MergeTree()
-PARTITION BY toYYYYMM(timestamp)
-ORDER BY (timestamp, client_id, id)
-TTL toDateTime(timestamp) + INTERVAL 6 MONTH
-SETTINGS index_granularity = 8192
-`;
-
-/**
- * Daily aggregated pageviews for mini-charts
- */
-const CREATE_DAILY_PAGEVIEWS_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.daily_pageviews (
-  client_id String CODEC(ZSTD(1)),
-  date Date CODEC(Delta(2), ZSTD(1)),
-  
-  pageviews UInt64 CODEC(ZSTD(1)),
-  
-  INDEX idx_client_id client_id TYPE bloom_filter(0.01) GRANULARITY 1
-) ENGINE = SummingMergeTree
-PARTITION BY toYYYYMM(date)
-ORDER BY (client_id, date)
-TTL toDateTime(date) + INTERVAL 1 YEAR
-SETTINGS index_granularity = 8192
-`;
-
-/**
- * Materialized view for daily pageviews aggregation
- */
-const CREATE_DAILY_PAGEVIEWS_MV = `
-CREATE MATERIALIZED VIEW IF NOT EXISTS ${DATABASES.ANALYTICS}.daily_pageviews_mv
-TO ${DATABASES.ANALYTICS}.daily_pageviews
-AS SELECT
-  client_id,
-  toDate(time) AS date,
-  countIf(event_name = 'screen_view') AS pageviews
-FROM ${DATABASES.ANALYTICS}.events
-GROUP BY client_id, date
-`;
-
-const CREATE_CUSTOM_OUTGOING_LINKS_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.outgoing_links (
-  id UUID,
-  client_id String,
-  anonymous_id String,
-  session_id String,
-  href String,
-  text Nullable(String),
-  properties String,
-  
-  timestamp DateTime64(3, 'UTC') DEFAULT now()
-) ENGINE = MergeTree()
-PARTITION BY toYYYYMM(timestamp)
-ORDER BY (client_id, timestamp, id)
-SETTINGS index_granularity = 8192
-`;
-
-/**
- * Organization-scoped custom events table
- * owner_id: org ID from API key (required)
- * website_id: optional website scope
- */
-const CREATE_CUSTOM_EVENTS_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.custom_events (
-  owner_id String CODEC(ZSTD(1)),
-  website_id Nullable(String) CODEC(ZSTD(1)),
-  
-  timestamp DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
-  
-  event_name LowCardinality(String) CODEC(ZSTD(1)),
-  namespace LowCardinality(Nullable(String)) CODEC(ZSTD(1)),
-  path Nullable(String) CODEC(ZSTD(1)),
-  properties String CODEC(ZSTD(1)),
-
-  anonymous_id Nullable(String) CODEC(ZSTD(1)),
-  profile_id String DEFAULT '' CODEC(ZSTD(1)),
-  session_id Nullable(String) CODEC(ZSTD(1)),
-  
-  source LowCardinality(Nullable(String)) CODEC(ZSTD(1)),
-  
-  INDEX idx_event_name event_name TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_namespace namespace TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_website_id website_id TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_source source TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_profile_id profile_id TYPE bloom_filter(0.01) GRANULARITY 1
-) ENGINE = MergeTree
-PARTITION BY toDate(timestamp)
-ORDER BY (owner_id, event_name, timestamp)
-SETTINGS index_granularity = 8192, ttl_only_drop_parts = 1
-`;
-
-/**
- * AI traffic spans table - tracks AI crawlers and AI assistants
- */
-const CREATE_AI_TRAFFIC_SPANS_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.ai_traffic_spans (
-  client_id String CODEC(ZSTD(1)),
-  timestamp DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
-  
-  bot_type LowCardinality(String) CODEC(ZSTD(1)),
-  bot_name String CODEC(ZSTD(1)),
-  user_agent String CODEC(ZSTD(1)),
-  
-  path String CODEC(ZSTD(1)),
-  referrer Nullable(String) CODEC(ZSTD(1)),
-  
-  INDEX idx_client_id client_id TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_bot_type bot_type TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_bot_name bot_name TYPE bloom_filter(0.01) GRANULARITY 1
-) ENGINE = MergeTree
-PARTITION BY toDate(timestamp)
-ORDER BY (client_id, bot_type, timestamp)
-SETTINGS index_granularity = 8192, ttl_only_drop_parts = 1
-`;
-
-const CREATE_UPTIME_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.UPTIME}.uptime_monitor (
-    site_id String CODEC(ZSTD(1)),
-    url String CODEC(ZSTD(1)),
-    timestamp DateTime64(3, 'UTC') CODEC(Delta(8), ZSTD(1)),
-    status UInt8 CODEC(ZSTD(1)),
-    http_code UInt16 CODEC(ZSTD(1)),
-    ttfb_ms UInt32 CODEC(ZSTD(1)),
-    total_ms UInt32 CODEC(ZSTD(1)),
-    attempt UInt8 DEFAULT 1 CODEC(ZSTD(1)),
-    retries UInt8 DEFAULT 0 CODEC(ZSTD(1)),
-    failure_streak UInt16 DEFAULT 0 CODEC(ZSTD(1)),
-    response_bytes UInt32 DEFAULT 0 CODEC(ZSTD(1)),
-    content_hash String CODEC(ZSTD(1)),
-    redirect_count UInt8 DEFAULT 0 CODEC(ZSTD(1)),
-    probe_region LowCardinality(String) DEFAULT 'default',
-    probe_ip String CODEC(ZSTD(1)),
-    ssl_expiry DateTime64(3, 'UTC') DEFAULT NULL,
-    ssl_valid UInt8 DEFAULT 1 CODEC(ZSTD(1)),
-    env LowCardinality(String) DEFAULT 'prod',
-    check_type LowCardinality(String) DEFAULT 'http',
-    user_agent String DEFAULT 'uptime-monitor',
-    error String DEFAULT '' CODEC(ZSTD(1)),
-    json_data String DEFAULT '' CODEC(ZSTD(1)),
-    INDEX idx_site_id site_id TYPE bloom_filter(0.01) GRANULARITY 1,
-    INDEX idx_status status TYPE minmax GRANULARITY 1,
-    INDEX idx_timestamp timestamp TYPE minmax GRANULARITY 1
-) ENGINE = MergeTree
-PARTITION BY toYYYYMM(timestamp)
-ORDER BY (site_id, timestamp)
-SETTINGS index_granularity = 8192
-`;
-
-/**
- * Revenue table for storing payment transactions from Stripe/Paddle
- * Uses ReplacingMergeTree to handle transaction updates (e.g., refunds)
- */
-const CREATE_REVENUE_TABLE = `
-CREATE TABLE IF NOT EXISTS ${DATABASES.ANALYTICS}.revenue (
-  owner_id String CODEC(ZSTD(1)),
-  website_id Nullable(String) CODEC(ZSTD(1)),
-  
-  transaction_id String CODEC(ZSTD(1)),
-  provider LowCardinality(String) CODEC(ZSTD(1)),
-  type LowCardinality(String) CODEC(ZSTD(1)),
-  status LowCardinality(String) CODEC(ZSTD(1)),
-  
-  amount Decimal64(4) CODEC(ZSTD(1)),
-  original_amount Decimal64(4) CODEC(ZSTD(1)),
-  original_currency LowCardinality(String) CODEC(ZSTD(1)),
-  currency LowCardinality(String) CODEC(ZSTD(1)),
-  
-  anonymous_id Nullable(String) CODEC(ZSTD(1)),
-  profile_id String DEFAULT '' CODEC(ZSTD(1)),
-  session_id Nullable(String) CODEC(ZSTD(1)),
-  customer_id Nullable(String) CODEC(ZSTD(1)),
-  
-  product_id Nullable(String) CODEC(ZSTD(1)),
-  product_name Nullable(String) CODEC(ZSTD(1)),
-  
-  metadata String DEFAULT '{}' CODEC(ZSTD(1)),
-  
-  created DateTime('UTC') CODEC(Delta(4), ZSTD(1)),
-  synced_at DateTime('UTC') CODEC(Delta(4), ZSTD(1)),
-  
-  INDEX idx_owner_id owner_id TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_website_id website_id TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_transaction_id transaction_id TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_provider provider TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_type type TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_anonymous_id anonymous_id TYPE bloom_filter(0.01) GRANULARITY 1,
-  INDEX idx_profile_id profile_id TYPE bloom_filter(0.01) GRANULARITY 1
-) ENGINE = ReplacingMergeTree(synced_at)
-PARTITION BY toYYYYMM(created)
-ORDER BY (owner_id, transaction_id)
-SETTINGS index_granularity = 8192
-`;
-
-/**
- * Lean error span type
- */
 export interface ErrorSpanRow {
 	anonymous_id: string;
 	client_id: string;
@@ -488,9 +12,6 @@ export interface ErrorSpanRow {
 	timestamp: number;
 }
 
-/**
- * Error hourly aggregate type
- */
 export interface ErrorHourlyAggregate {
 	affected_sessions: number;
 	affected_users: number;
@@ -503,16 +24,8 @@ export interface ErrorHourlyAggregate {
 	sample_message: string;
 }
 
-/**
- * Web Vitals metric names
- * Rating computed at query time using standard thresholds
- */
 export type WebVitalMetricName = "FCP" | "LCP" | "CLS" | "INP" | "TTFB" | "FPS";
 
-/**
- * Spans-oriented Web Vitals
- * Each row = single metric measurement
- */
 export interface WebVitalsSpan {
 	anonymous_id: string;
 	client_id: string;
@@ -523,9 +36,6 @@ export interface WebVitalsSpan {
 	timestamp: number;
 }
 
-/**
- * Web Vitals hourly aggregate type
- */
 export interface WebVitalsHourlyAggregate {
 	avg_value: number;
 	client_id: string;
@@ -567,11 +77,6 @@ export interface BlockedTraffic {
 	user_agent?: string;
 }
 
-/**
- * Organization-scoped custom event
- * owner_id: org ID from API key (required)
- * website_id: optional website scope
- */
 export interface CustomEvent {
 	anonymous_id?: string;
 	event_name: string;
@@ -586,9 +91,6 @@ export interface CustomEvent {
 	website_id?: string;
 }
 
-/**
- * Daily pageviews aggregate type
- */
 export interface DailyPageviewsAggregate {
 	client_id: string;
 	date: string;
@@ -606,9 +108,6 @@ export interface CustomOutgoingLink {
 	timestamp: number;
 }
 
-/**
- * AI traffic span - tracks AI crawlers and AI assistants
- */
 export interface AITrafficSpan {
 	bot_name: string;
 	bot_type: "ai_crawler" | "ai_assistant";
@@ -643,13 +142,6 @@ export interface UptimeMonitor {
 	user_agent: string;
 }
 
-/**
- * Revenue transaction from payment providers
- *
- * type: "sale" for one-time payments, "subscription" for recurring payments,
- *       "refund" for refunds, "subscription_event" for lifecycle events (created, canceled, etc.)
- * status: payment state or subscription state from the provider
- */
 export interface RevenueTransaction {
 	amount: number;
 	anonymous_id?: string;
@@ -693,10 +185,8 @@ export interface AnalyticsEvent {
 	city?: string;
 	client_id: string;
 	connection_time?: number;
-
 	connection_type?: string;
 	country?: string;
-
 	created_at: number;
 	device_brand?: string;
 	device_model?: string;
@@ -707,36 +197,29 @@ export interface AnalyticsEvent {
 	downlink?: number;
 	event_id?: string;
 	event_name: string;
-
 	event_type?: "track" | "error" | "web_vitals";
 	gclid?: string;
 	id: string;
 	interaction_count?: number;
-
 	ip: string;
 	language?: string;
-
 	load_time?: number;
 	os_name?: string;
 	os_version?: string;
 	page_count: number;
 	path: string;
 	profile_id?: string;
-
 	properties: string;
 	redirect_time?: number;
-
 	referrer?: string;
 	region?: string;
 	render_time?: number;
 	rtt?: number;
-
 	screen_resolution?: string;
 	scroll_depth?: number;
 	session_id: string;
 	session_start_time?: number;
 	time: number;
-
 	time_on_page?: number;
 	timestamp?: number;
 	timezone?: string;
@@ -747,124 +230,7 @@ export interface AnalyticsEvent {
 	utm_campaign?: string;
 	utm_content?: string;
 	utm_medium?: string;
-
 	utm_source?: string;
 	utm_term?: string;
 	viewport_size?: string;
 }
-
-/**
- * Initialize the ClickHouse schema by creating necessary database and tables
- */
-export async function initClickHouseSchema() {
-	try {
-		console.info("Initializing ClickHouse schema...");
-
-		for (const database of Object.values(DATABASES)) {
-			await clickHouse.command({
-				query: `CREATE DATABASE IF NOT EXISTS ${database}`,
-			});
-			console.info(`Created database: ${database}`);
-		}
-
-		// Create base tables first
-		const tables = [
-			{ name: "events", query: CREATE_EVENTS_TABLE },
-			{ name: "error_spans", query: CREATE_ERROR_SPANS_TABLE },
-			{ name: "error_hourly", query: CREATE_ERROR_HOURLY_TABLE },
-			{ name: "web_vitals_spans", query: CREATE_WEB_VITALS_SPANS_TABLE },
-			{ name: "web_vitals_hourly", query: CREATE_WEB_VITALS_HOURLY_TABLE },
-			{ name: "daily_pageviews", query: CREATE_DAILY_PAGEVIEWS_TABLE },
-			{ name: "blocked_traffic", query: CREATE_BLOCKED_TRAFFIC_TABLE },
-			{ name: "outgoing_links", query: CREATE_CUSTOM_OUTGOING_LINKS_TABLE },
-			{ name: "custom_events", query: CREATE_CUSTOM_EVENTS_TABLE },
-			{ name: "link_visits", query: CREATE_LINK_VISITS_TABLE },
-			{ name: "ai_traffic_spans", query: CREATE_AI_TRAFFIC_SPANS_TABLE },
-			{ name: "revenue", query: CREATE_REVENUE_TABLE },
-		];
-
-		// Materialized views (must be created after target tables)
-		const materializedViews = [
-			{ name: "error_hourly_mv", query: CREATE_ERROR_HOURLY_MV },
-			{ name: "web_vitals_hourly_mv", query: CREATE_WEB_VITALS_HOURLY_MV },
-			{ name: "daily_pageviews_mv", query: CREATE_DAILY_PAGEVIEWS_MV },
-		];
-
-		// Uptime tables
-		const uptimeTables = [
-			{ name: "uptime_monitor", query: CREATE_UPTIME_TABLE },
-		];
-
-		const migrations = [
-			{
-				name: "events.profile_id",
-				query: `ALTER TABLE ${DATABASES.ANALYTICS}.events ADD COLUMN IF NOT EXISTS profile_id String DEFAULT ''`,
-			},
-			{
-				name: "events.idx_profile_id",
-				query: `ALTER TABLE ${DATABASES.ANALYTICS}.events ADD INDEX IF NOT EXISTS idx_profile_id profile_id TYPE bloom_filter(0.01) GRANULARITY 1`,
-			},
-			{
-				name: "custom_events.profile_id",
-				query: `ALTER TABLE ${DATABASES.ANALYTICS}.custom_events ADD COLUMN IF NOT EXISTS profile_id String DEFAULT ''`,
-			},
-			{
-				name: "custom_events.idx_profile_id",
-				query: `ALTER TABLE ${DATABASES.ANALYTICS}.custom_events ADD INDEX IF NOT EXISTS idx_profile_id profile_id TYPE bloom_filter(0.01) GRANULARITY 1`,
-			},
-			{
-				name: "revenue.profile_id",
-				query: `ALTER TABLE ${DATABASES.ANALYTICS}.revenue ADD COLUMN IF NOT EXISTS profile_id String DEFAULT ''`,
-			},
-			{
-				name: "revenue.idx_profile_id",
-				query: `ALTER TABLE ${DATABASES.ANALYTICS}.revenue ADD INDEX IF NOT EXISTS idx_profile_id profile_id TYPE bloom_filter(0.01) GRANULARITY 1`,
-			},
-		];
-
-		// Create base tables
-		for (const table of tables) {
-			await clickHouse.command({ query: table.query });
-			console.info(`Created table: ${DATABASES.ANALYTICS}.${table.name}`);
-		}
-
-		for (const migration of migrations) {
-			await clickHouse.command({ query: migration.query });
-			console.info(`Applied migration: ${migration.name}`);
-		}
-
-		// Create uptime tables
-		for (const table of uptimeTables) {
-			await clickHouse.command({ query: table.query });
-			console.info(`Created table: ${DATABASES.UPTIME}.${table.name}`);
-		}
-
-		// Create materialized views (after target tables exist)
-		for (const mv of materializedViews) {
-			await clickHouse.command({ query: mv.query });
-			console.info(
-				`Created materialized view: ${DATABASES.ANALYTICS}.${mv.name}`
-			);
-		}
-
-		console.info("ClickHouse schema initialization completed successfully");
-		return {
-			success: true,
-			message: "ClickHouse schema initialized successfully",
-			details: {
-				database: DATABASES.ANALYTICS,
-				tables: tables.map((t) => t.name),
-				materialized_views: materializedViews.map((mv) => mv.name),
-				uptime_database: DATABASES.UPTIME,
-				uptime_tables: uptimeTables.map((t) => t.name),
-			},
-		};
-	} catch (error) {
-		console.error("Error initializing ClickHouse schema:", error);
-		return {
-			success: false,
-			message: "Failed to initialize ClickHouse schema",
-			error: error instanceof Error ? error.message : String(error),
-		};
-	}
-}
diff --git a/packages/db/src/clickhouse/setup.ts b/packages/db/src/clickhouse/setup.ts
index db405dd16..77daae4dc 100644
--- a/packages/db/src/clickhouse/setup.ts
+++ b/packages/db/src/clickhouse/setup.ts
@@ -1,15 +1,14 @@
-import { initClickHouseSchema } from "./schema";
+import { applyClickHouseSchema } from "./apply";
 
 (async () => {
-	const result = await initClickHouseSchema();
-	if (result.success) {
-		console.info(result.message);
+	try {
+		const result = await applyClickHouseSchema();
+		console.info(
+			`Applied ClickHouse schema: ${result.tables} tables, ${result.views} views across ${result.databases.join(", ")}`
+		);
 		process.exit(0);
-	} else {
-		console.error(result.message);
-		if (result.error) {
-			console.error(result.error);
-		}
+	} catch (error) {
+		console.error("Failed to apply ClickHouse schema:", error);
 		process.exit(1);
 	}
 })();

From 0ed325eb39e382cb883c2c289939e5cdfda3fd40 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 16:23:40 +0300
Subject: [PATCH 067/129] chore(db): drop ErrorHourlyAggregate type for the
 undeployed error_hourly table

---
 packages/db/src/clickhouse/schema.ts | 12 ------------
 1 file changed, 12 deletions(-)

diff --git a/packages/db/src/clickhouse/schema.ts b/packages/db/src/clickhouse/schema.ts
index 436d28dab..876ed6862 100644
--- a/packages/db/src/clickhouse/schema.ts
+++ b/packages/db/src/clickhouse/schema.ts
@@ -12,18 +12,6 @@ export interface ErrorSpanRow {
 	timestamp: number;
 }
 
-export interface ErrorHourlyAggregate {
-	affected_sessions: number;
-	affected_users: number;
-	client_id: string;
-	error_count: number;
-	error_type: string;
-	hour: number;
-	message_hash: number;
-	path: string;
-	sample_message: string;
-}
-
 export type WebVitalMetricName = "FCP" | "LCP" | "CLS" | "INP" | "TTFB" | "FPS";
 
 export interface WebVitalsSpan {

From 350965666e85c6ccd2ccd87d65241393e8bfec14 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 16:39:45 +0300
Subject: [PATCH 068/129] feat(db): generate <Table>Insert types alongside
 <Table>Row

Insert shape optionalizes DEFAULT/Nullable columns and omits MATERIALIZED/ALIAS,
so insert sites and query sites each get the correct shape from the same DDL.
---
 packages/db/src/clickhouse/codegen.ts         |  43 ++--
 packages/db/src/clickhouse/schema-parse.ts    |  16 +-
 .../src/clickhouse/schema/tables.generated.ts | 215 ++++++++++++++++++
 3 files changed, 260 insertions(+), 14 deletions(-)

diff --git a/packages/db/src/clickhouse/codegen.ts b/packages/db/src/clickhouse/codegen.ts
index 23e654e8a..40fdb263d 100644
--- a/packages/db/src/clickhouse/codegen.ts
+++ b/packages/db/src/clickhouse/codegen.ts
@@ -1,7 +1,13 @@
 import { writeFileSync } from "node:fs";
 import { dirname, join } from "node:path";
 import { fileURLToPath } from "node:url";
-import { parseColumns, readSql, sqlFiles, tableNameOf } from "./schema-parse";
+import {
+	type ParsedColumn,
+	parseColumns,
+	readSql,
+	sqlFiles,
+	tableNameOf,
+} from "./schema-parse";
 
 const SCHEMA_DIR = join(dirname(fileURLToPath(import.meta.url)), "schema");
 const OUT_FILE = join(SCHEMA_DIR, "tables.generated.ts");
@@ -40,17 +46,24 @@ function pascal(name: string): string {
 		.join("");
 }
 
+function rowField(c: ParsedColumn): string {
+	return `\t${c.name}: ${tsType(c.type)};`;
+}
+
+function insertField(c: ParsedColumn): string {
+	const optional = c.nullable || c.hasDefault ? "?" : "";
+	return `\t${c.name}${optional}: ${tsType(c.type)};`;
+}
+
 const tables = sqlFiles(SCHEMA_DIR, false)
 	.map((file) => {
 		const sql = readSql(file);
 		const table = tableNameOf(sql);
 		return {
 			table,
-			iface: `${pascal(table)}Row`,
-			cols: parseColumns(sql).map((c) => ({
-				name: c.name,
-				type: tsType(c.type),
-			})),
+			rowIface: `${pascal(table)}Row`,
+			insertIface: `${pascal(table)}Insert`,
+			cols: parseColumns(sql),
 		};
 	})
 	.sort((a, b) => a.table.localeCompare(b.table));
@@ -58,19 +71,23 @@ const tables = sqlFiles(SCHEMA_DIR, false)
 const header = `// Generated from packages/db/src/clickhouse/schema/**/*.sql — do not edit by hand.
 // Regenerate with \`bun run generate-db\` (repo root) or \`bun run generate\` in packages/db.
 // The .sql DDL is the single source of truth; these types mirror it.
+//
+// <Table>Row:    read shape — every column present (a query returns them all).
+// <Table>Insert: write shape — DEFAULT/Nullable columns optional, MATERIALIZED/ALIAS omitted.
 `;
 
 const interfaces = tables
-	.map(
-		(t) =>
-			`export interface ${t.iface} {\n${t.cols
-				.map((c) => `\t${c.name}: ${c.type};`)
-				.join("\n")}\n}`
-	)
+	.flatMap((t) => [
+		`export interface ${t.rowIface} {\n${t.cols.map(rowField).join("\n")}\n}`,
+		`export interface ${t.insertIface} {\n${t.cols
+			.filter((c) => !c.computed)
+			.map(insertField)
+			.join("\n")}\n}`,
+	])
 	.join("\n\n");
 
 const registry = `export interface ClickHouseTables {\n${tables
-	.map((t) => `\t${t.table}: ${t.iface};`)
+	.map((t) => `\t${t.table}: ${t.rowIface};`)
 	.join("\n")}\n}`;
 
 writeFileSync(OUT_FILE, `${header}\n${interfaces}\n\n${registry}\n`);
diff --git a/packages/db/src/clickhouse/schema-parse.ts b/packages/db/src/clickhouse/schema-parse.ts
index 160c2e4e2..69ab509f7 100644
--- a/packages/db/src/clickhouse/schema-parse.ts
+++ b/packages/db/src/clickhouse/schema-parse.ts
@@ -4,6 +4,14 @@ import { join } from "node:path";
 export interface ParsedColumn {
 	name: string;
 	type: string;
+	nullable: boolean;
+	hasDefault: boolean;
+	computed: boolean;
+}
+
+export function isNullable(type: string): boolean {
+	const inner = type.replace(/^LowCardinality\((.*)\)$/i, "$1").trim();
+	return /^Nullable\(/i.test(inner);
 }
 
 export interface ParsedTable {
@@ -99,7 +107,13 @@ export function parseColumns(sql: string): ParsedColumn[] {
 		const afterName = item.slice(nameMatch[0].length);
 		const modAt = afterName.search(COLUMN_MODIFIERS);
 		const type = (modAt === -1 ? afterName : afterName.slice(0, modAt)).trim();
-		cols.push({ name: nameMatch[1], type });
+		cols.push({
+			name: nameMatch[1],
+			type,
+			nullable: isNullable(type),
+			hasDefault: /\b(?:DEFAULT|EPHEMERAL)\b/i.test(afterName),
+			computed: /\b(?:MATERIALIZED|ALIAS)\b/i.test(afterName),
+		});
 	}
 	return cols;
 }
diff --git a/packages/db/src/clickhouse/schema/tables.generated.ts b/packages/db/src/clickhouse/schema/tables.generated.ts
index 594643e35..2891937d6 100644
--- a/packages/db/src/clickhouse/schema/tables.generated.ts
+++ b/packages/db/src/clickhouse/schema/tables.generated.ts
@@ -1,6 +1,9 @@
 // Generated from packages/db/src/clickhouse/schema/**/*.sql — do not edit by hand.
 // Regenerate with `bun run generate-db` (repo root) or `bun run generate` in packages/db.
 // The .sql DDL is the single source of truth; these types mirror it.
+//
+// <Table>Row:    read shape — every column present (a query returns them all).
+// <Table>Insert: write shape — DEFAULT/Nullable columns optional, MATERIALIZED/ALIAS omitted.
 
 export interface AiTrafficSpansRow {
 	client_id: string;
@@ -12,6 +15,16 @@ export interface AiTrafficSpansRow {
 	referrer: string | null;
 }
 
+export interface AiTrafficSpansInsert {
+	client_id: string;
+	timestamp: string;
+	bot_type: string;
+	bot_name: string;
+	user_agent: string;
+	path: string;
+	referrer?: string | null;
+}
+
 export interface BlockedTrafficRow {
 	id: string;
 	client_id: string;
@@ -39,6 +52,33 @@ export interface BlockedTrafficRow {
 	created_at: string;
 }
 
+export interface BlockedTrafficInsert {
+	id: string;
+	client_id: string;
+	timestamp: string;
+	path?: string | null;
+	url?: string | null;
+	referrer?: string | null;
+	method?: string;
+	origin?: string | null;
+	ip: string;
+	user_agent?: string | null;
+	accept_header?: string | null;
+	language?: string | null;
+	block_reason: string;
+	block_category: string;
+	bot_name?: string | null;
+	country?: string | null;
+	region?: string | null;
+	browser_name?: string | null;
+	browser_version?: string | null;
+	os_name?: string | null;
+	os_version?: string | null;
+	device_type?: string | null;
+	payload_size?: number | null;
+	created_at?: string;
+}
+
 export interface CustomEventsRow {
 	owner_id: string;
 	website_id: string | null;
@@ -53,12 +93,32 @@ export interface CustomEventsRow {
 	profile_id: string;
 }
 
+export interface CustomEventsInsert {
+	owner_id: string;
+	website_id?: string | null;
+	timestamp: string;
+	event_name: string;
+	namespace?: string | null;
+	path?: string | null;
+	properties: string;
+	anonymous_id?: string | null;
+	session_id?: string | null;
+	source?: string | null;
+	profile_id?: string;
+}
+
 export interface DailyPageviewsRow {
 	client_id: string;
 	date: string;
 	pageviews: number;
 }
 
+export interface DailyPageviewsInsert {
+	client_id: string;
+	date: string;
+	pageviews: number;
+}
+
 export interface ErrorSpansRow {
 	client_id: string;
 	anonymous_id: string;
@@ -73,6 +133,20 @@ export interface ErrorSpansRow {
 	error_type: string;
 }
 
+export interface ErrorSpansInsert {
+	client_id: string;
+	anonymous_id: string;
+	session_id: string;
+	timestamp: string;
+	path: string;
+	message: string;
+	filename?: string | null;
+	lineno?: number | null;
+	colno?: number | null;
+	stack?: string | null;
+	error_type: string;
+}
+
 export interface EventsRow {
 	id: string;
 	client_id: string;
@@ -119,6 +193,52 @@ export interface EventsRow {
 	profile_id: string;
 }
 
+export interface EventsInsert {
+	id: string;
+	client_id: string;
+	event_name: string;
+	anonymous_id: string;
+	time: string;
+	session_id: string;
+	referrer?: string | null;
+	url: string;
+	path: string;
+	title?: string | null;
+	ip: string;
+	user_agent: string;
+	browser_name?: string | null;
+	browser_version?: string | null;
+	os_name?: string | null;
+	os_version?: string | null;
+	device_type?: string | null;
+	device_brand?: string | null;
+	device_model?: string | null;
+	viewport_size?: string | null;
+	language?: string | null;
+	timezone?: string | null;
+	time_on_page?: number | null;
+	country?: string | null;
+	region?: string | null;
+	city?: string | null;
+	utm_source?: string | null;
+	utm_medium?: string | null;
+	utm_campaign?: string | null;
+	utm_term?: string | null;
+	utm_content?: string | null;
+	gclid?: string | null;
+	dom_ready_time?: number | null;
+	ttfb?: number | null;
+	request_time?: number | null;
+	render_time?: number | null;
+	scroll_depth?: number | null;
+	interaction_count?: number | null;
+	page_count?: number;
+	properties: string;
+	created_at: string;
+	timestamp?: string;
+	profile_id?: string;
+}
+
 export interface LinkVisitsRow {
 	id: string;
 	link_id: string;
@@ -133,6 +253,20 @@ export interface LinkVisitsRow {
 	device_type: string | null;
 }
 
+export interface LinkVisitsInsert {
+	id: string;
+	link_id: string;
+	timestamp: string;
+	referrer?: string | null;
+	user_agent?: string | null;
+	ip_hash: string;
+	country?: string | null;
+	region?: string | null;
+	city?: string | null;
+	browser_name?: string | null;
+	device_type?: string | null;
+}
+
 export interface OutgoingLinksRow {
 	id: string;
 	client_id: string;
@@ -144,6 +278,17 @@ export interface OutgoingLinksRow {
 	timestamp: string;
 }
 
+export interface OutgoingLinksInsert {
+	id: string;
+	client_id: string;
+	anonymous_id: string;
+	session_id: string;
+	href: string;
+	text?: string | null;
+	properties: string;
+	timestamp?: string;
+}
+
 export interface RevenueRow {
 	owner_id: string;
 	website_id: string | null;
@@ -166,6 +311,28 @@ export interface RevenueRow {
 	profile_id: string;
 }
 
+export interface RevenueInsert {
+	owner_id: string;
+	website_id?: string | null;
+	transaction_id: string;
+	provider: string;
+	type: string;
+	status: string;
+	amount: string;
+	original_amount: string;
+	original_currency: string;
+	currency: string;
+	anonymous_id?: string | null;
+	session_id?: string | null;
+	customer_id?: string;
+	product_id?: string | null;
+	product_name?: string | null;
+	metadata?: string;
+	created: string;
+	synced_at: string;
+	profile_id?: string;
+}
+
 export interface UptimeMonitorRow {
 	site_id: string;
 	url: string;
@@ -191,6 +358,31 @@ export interface UptimeMonitorRow {
 	json_data: string;
 }
 
+export interface UptimeMonitorInsert {
+	site_id: string;
+	url: string;
+	timestamp: string;
+	status: number;
+	http_code: number;
+	ttfb_ms: number;
+	total_ms: number;
+	attempt?: number;
+	retries?: number;
+	failure_streak?: number;
+	response_bytes?: number;
+	content_hash: string;
+	redirect_count?: number;
+	probe_region?: string;
+	probe_ip: string;
+	ssl_expiry?: string | null;
+	ssl_valid?: number;
+	env?: string;
+	check_type?: string;
+	user_agent?: string;
+	error?: string;
+	json_data?: string;
+}
+
 export interface WebVitalsHourlyRow {
 	client_id: string;
 	path: string;
@@ -204,6 +396,19 @@ export interface WebVitalsHourlyRow {
 	max_value: number;
 }
 
+export interface WebVitalsHourlyInsert {
+	client_id: string;
+	path: string;
+	metric_name: string;
+	hour: string;
+	sample_count: number;
+	p75: number;
+	p50: number;
+	avg_value: number;
+	min_value: number;
+	max_value: number;
+}
+
 export interface WebVitalsSpansRow {
 	client_id: string;
 	anonymous_id: string;
@@ -214,6 +419,16 @@ export interface WebVitalsSpansRow {
 	metric_value: number;
 }
 
+export interface WebVitalsSpansInsert {
+	client_id: string;
+	anonymous_id: string;
+	session_id: string;
+	timestamp: string;
+	path: string;
+	metric_name: string;
+	metric_value: number;
+}
+
 export interface ClickHouseTables {
 	ai_traffic_spans: AiTrafficSpansRow;
 	blocked_traffic: BlockedTrafficRow;

From 0ededd80fc25d7c83fdba96928052a15ec105f54 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 16:49:50 +0300
Subject: [PATCH 069/129] refactor(basket): insert events as EventsInsert, drop
 columns the table lacks

buildTrackEvent set 12 fields (event_type, session_start_time, screen_resolution,
connection_type, rtt, downlink, load_time, dom_interactive, connection_time,
redirect_time, domain_lookup_time, event_id) that the prod events table has no
columns for; ClickHouse silently dropped them (input_format_skip_unknown_fields=1),
so removing them changes no stored data. Types now come from the generated
EventsInsert; insert datetime columns accept number | string.
---
 apps/basket/src/lib/event-service.ts          | 22 ++----------
 apps/basket/src/routes/basket.ts              |  8 ++---
 packages/db/src/clickhouse/codegen.ts         | 16 ++++++++-
 packages/db/src/clickhouse/index.ts           |  1 +
 .../src/clickhouse/schema/tables.generated.ts | 34 +++++++++----------
 5 files changed, 39 insertions(+), 42 deletions(-)

diff --git a/apps/basket/src/lib/event-service.ts b/apps/basket/src/lib/event-service.ts
index cc26bc8e4..f03e3dd90 100644
--- a/apps/basket/src/lib/event-service.ts
+++ b/apps/basket/src/lib/event-service.ts
@@ -1,9 +1,9 @@
 import type {
-	AnalyticsEvent,
 	CustomOutgoingLink,
 	ErrorSpanRow,
 	WebVitalsSpan,
 } from "@databuddy/db/clickhouse/schema";
+import type { EventsInsert } from "@databuddy/db/clickhouse";
 import type { ErrorSpan, IndividualVital } from "@databuddy/validation";
 import { runFork, runPromise, send, sendBatch } from "@lib/producer";
 import {
@@ -50,13 +50,9 @@ export interface TrackEventContext {
 export function buildTrackEvent(
 	trackData: any,
 	ctx: TrackEventContext
-): AnalyticsEvent {
+): EventsInsert {
 	const timestamp =
 		typeof trackData.timestamp === "number" ? trackData.timestamp : ctx.now;
-	const sessionStartTime =
-		typeof trackData.sessionStartTime === "number"
-			? trackData.sessionStartTime
-			: ctx.now;
 
 	return {
 		id: randomUUIDv7(),
@@ -74,9 +70,6 @@ export function buildTrackEvent(
 			: undefined,
 		time: timestamp,
 		session_id: validateSessionId(trackData.sessionId),
-		event_type: "track",
-		event_id: ctx.eventId,
-		session_start_time: sessionStartTime,
 		timestamp,
 		referrer: sanitizeUrl(
 			trackData.referrer,
@@ -97,13 +90,9 @@ export function buildTrackEvent(
 		country: ctx.geo.country || "",
 		region: ctx.geo.region || "",
 		city: ctx.geo.city || "",
-		screen_resolution: trackData.screen_resolution,
 		viewport_size: trackData.viewport_size,
 		language: trackData.language,
 		timezone: trackData.timezone,
-		connection_type: trackData.connection_type,
-		rtt: trackData.rtt,
-		downlink: trackData.downlink,
 		time_on_page: trackData.time_on_page,
 		scroll_depth: trackData.scroll_depth,
 		interaction_count: trackData.interaction_count,
@@ -114,14 +103,9 @@ export function buildTrackEvent(
 		utm_term: trackData.utm_term,
 		utm_content: trackData.utm_content,
 		gclid: trackData.gclid,
-		load_time: validatePerformanceMetric(trackData.load_time),
 		dom_ready_time: validatePerformanceMetric(trackData.dom_ready_time),
-		dom_interactive: validatePerformanceMetric(trackData.dom_interactive),
 		ttfb: validatePerformanceMetric(trackData.ttfb),
-		connection_time: validatePerformanceMetric(trackData.connection_time),
 		render_time: validatePerformanceMetric(trackData.render_time),
-		redirect_time: validatePerformanceMetric(trackData.redirect_time),
-		domain_lookup_time: validatePerformanceMetric(trackData.domain_lookup_time),
 		properties: trackData.properties
 			? JSON.stringify(trackData.properties)
 			: "{}",
@@ -257,7 +241,7 @@ export function insertOutgoingLink(
 }
 
 export function insertTrackEventsBatch(
-	events: AnalyticsEvent[]
+	events: EventsInsert[]
 ): Promise<void> {
 	return record("insertTrackEventsBatch", async () => {
 		if (events.length === 0) {
diff --git a/apps/basket/src/routes/basket.ts b/apps/basket/src/routes/basket.ts
index 5a6a8bc75..e092f7e4a 100644
--- a/apps/basket/src/routes/basket.ts
+++ b/apps/basket/src/routes/basket.ts
@@ -1,7 +1,5 @@
-import type {
-	AnalyticsEvent,
-	CustomOutgoingLink,
-} from "@databuddy/db/clickhouse/schema";
+import type { CustomOutgoingLink } from "@databuddy/db/clickhouse/schema";
+import type { EventsInsert } from "@databuddy/db/clickhouse";
 import type {
 	AnalyticsEventInput,
 	OutgoingLinkInput,
@@ -484,7 +482,7 @@ const app = new Elysia()
 			const { clientId, userAgent, ip } = validation;
 			log.set({ clientId });
 
-			const trackEvents: AnalyticsEvent[] = [];
+			const trackEvents: EventsInsert[] = [];
 			const outgoingLinkEvents: CustomOutgoingLink[] = [];
 			const results: Record<string, unknown>[] = [];
 			let batchVisitorCountry: string | undefined;
diff --git a/packages/db/src/clickhouse/codegen.ts b/packages/db/src/clickhouse/codegen.ts
index 40fdb263d..77f288c8e 100644
--- a/packages/db/src/clickhouse/codegen.ts
+++ b/packages/db/src/clickhouse/codegen.ts
@@ -2,6 +2,7 @@ import { writeFileSync } from "node:fs";
 import { dirname, join } from "node:path";
 import { fileURLToPath } from "node:url";
 import {
+	isNullable,
 	type ParsedColumn,
 	parseColumns,
 	readSql,
@@ -46,13 +47,26 @@ function pascal(name: string): string {
 		.join("");
 }
 
+function insertTsType(rawType: string): string {
+	let t = rawType.replace(/^LowCardinality\((.*)\)$/i, "$1").trim();
+	const nul = t.match(/^Nullable\((.*)\)$/i);
+	if (nul) {
+		t = nul[1].trim();
+	}
+	if (/^(?:Date|DateTime)/i.test(t)) {
+		const base = "number | string";
+		return isNullable(rawType) ? `${base} | null` : base;
+	}
+	return tsType(rawType);
+}
+
 function rowField(c: ParsedColumn): string {
 	return `\t${c.name}: ${tsType(c.type)};`;
 }
 
 function insertField(c: ParsedColumn): string {
 	const optional = c.nullable || c.hasDefault ? "?" : "";
-	return `\t${c.name}${optional}: ${tsType(c.type)};`;
+	return `\t${c.name}${optional}: ${insertTsType(c.type)};`;
 }
 
 const tables = sqlFiles(SCHEMA_DIR, false)
diff --git a/packages/db/src/clickhouse/index.ts b/packages/db/src/clickhouse/index.ts
index 35931ffab..318fad1d1 100644
--- a/packages/db/src/clickhouse/index.ts
+++ b/packages/db/src/clickhouse/index.ts
@@ -1,4 +1,5 @@
 export * from "./client";
 export * from "./identity";
 export * from "./schema";
+export * from "./schema/tables.generated";
 export * from "./sql-validation";
diff --git a/packages/db/src/clickhouse/schema/tables.generated.ts b/packages/db/src/clickhouse/schema/tables.generated.ts
index 2891937d6..1efc6690a 100644
--- a/packages/db/src/clickhouse/schema/tables.generated.ts
+++ b/packages/db/src/clickhouse/schema/tables.generated.ts
@@ -17,7 +17,7 @@ export interface AiTrafficSpansRow {
 
 export interface AiTrafficSpansInsert {
 	client_id: string;
-	timestamp: string;
+	timestamp: number | string;
 	bot_type: string;
 	bot_name: string;
 	user_agent: string;
@@ -55,7 +55,7 @@ export interface BlockedTrafficRow {
 export interface BlockedTrafficInsert {
 	id: string;
 	client_id: string;
-	timestamp: string;
+	timestamp: number | string;
 	path?: string | null;
 	url?: string | null;
 	referrer?: string | null;
@@ -76,7 +76,7 @@ export interface BlockedTrafficInsert {
 	os_version?: string | null;
 	device_type?: string | null;
 	payload_size?: number | null;
-	created_at?: string;
+	created_at?: number | string;
 }
 
 export interface CustomEventsRow {
@@ -96,7 +96,7 @@ export interface CustomEventsRow {
 export interface CustomEventsInsert {
 	owner_id: string;
 	website_id?: string | null;
-	timestamp: string;
+	timestamp: number | string;
 	event_name: string;
 	namespace?: string | null;
 	path?: string | null;
@@ -115,7 +115,7 @@ export interface DailyPageviewsRow {
 
 export interface DailyPageviewsInsert {
 	client_id: string;
-	date: string;
+	date: number | string;
 	pageviews: number;
 }
 
@@ -137,7 +137,7 @@ export interface ErrorSpansInsert {
 	client_id: string;
 	anonymous_id: string;
 	session_id: string;
-	timestamp: string;
+	timestamp: number | string;
 	path: string;
 	message: string;
 	filename?: string | null;
@@ -198,7 +198,7 @@ export interface EventsInsert {
 	client_id: string;
 	event_name: string;
 	anonymous_id: string;
-	time: string;
+	time: number | string;
 	session_id: string;
 	referrer?: string | null;
 	url: string;
@@ -234,8 +234,8 @@ export interface EventsInsert {
 	interaction_count?: number | null;
 	page_count?: number;
 	properties: string;
-	created_at: string;
-	timestamp?: string;
+	created_at: number | string;
+	timestamp?: number | string;
 	profile_id?: string;
 }
 
@@ -256,7 +256,7 @@ export interface LinkVisitsRow {
 export interface LinkVisitsInsert {
 	id: string;
 	link_id: string;
-	timestamp: string;
+	timestamp: number | string;
 	referrer?: string | null;
 	user_agent?: string | null;
 	ip_hash: string;
@@ -286,7 +286,7 @@ export interface OutgoingLinksInsert {
 	href: string;
 	text?: string | null;
 	properties: string;
-	timestamp?: string;
+	timestamp?: number | string;
 }
 
 export interface RevenueRow {
@@ -328,8 +328,8 @@ export interface RevenueInsert {
 	product_id?: string | null;
 	product_name?: string | null;
 	metadata?: string;
-	created: string;
-	synced_at: string;
+	created: number | string;
+	synced_at: number | string;
 	profile_id?: string;
 }
 
@@ -361,7 +361,7 @@ export interface UptimeMonitorRow {
 export interface UptimeMonitorInsert {
 	site_id: string;
 	url: string;
-	timestamp: string;
+	timestamp: number | string;
 	status: number;
 	http_code: number;
 	ttfb_ms: number;
@@ -374,7 +374,7 @@ export interface UptimeMonitorInsert {
 	redirect_count?: number;
 	probe_region?: string;
 	probe_ip: string;
-	ssl_expiry?: string | null;
+	ssl_expiry?: number | string | null;
 	ssl_valid?: number;
 	env?: string;
 	check_type?: string;
@@ -400,7 +400,7 @@ export interface WebVitalsHourlyInsert {
 	client_id: string;
 	path: string;
 	metric_name: string;
-	hour: string;
+	hour: number | string;
 	sample_count: number;
 	p75: number;
 	p50: number;
@@ -423,7 +423,7 @@ export interface WebVitalsSpansInsert {
 	client_id: string;
 	anonymous_id: string;
 	session_id: string;
-	timestamp: string;
+	timestamp: number | string;
 	path: string;
 	metric_name: string;
 	metric_value: number;

From 7559c0984630e5cb48b12204af12fae6317ed5f6 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 16:53:13 +0300
Subject: [PATCH 070/129] refactor(mapper): import events as EventsInsert, drop
 columns the table lacks

Umami adapter set event_type/event_id/screen_resolution, dropped on insert like
basket's. Adds a types-only export (@databuddy/db/clickhouse/tables) so consumers
pull generated row/insert types without dragging in the whole clickhouse barrel.
---
 apps/basket/src/lib/event-service.ts  | 2 +-
 apps/basket/src/routes/basket.ts      | 2 +-
 packages/db/package.json              | 1 +
 packages/mapper/src/adapters/umami.ts | 7 ++-----
 packages/mapper/src/import.ts         | 4 ++--
 packages/mapper/src/types.ts          | 4 ++--
 6 files changed, 9 insertions(+), 11 deletions(-)

diff --git a/apps/basket/src/lib/event-service.ts b/apps/basket/src/lib/event-service.ts
index f03e3dd90..996341e4c 100644
--- a/apps/basket/src/lib/event-service.ts
+++ b/apps/basket/src/lib/event-service.ts
@@ -3,7 +3,7 @@ import type {
 	ErrorSpanRow,
 	WebVitalsSpan,
 } from "@databuddy/db/clickhouse/schema";
-import type { EventsInsert } from "@databuddy/db/clickhouse";
+import type { EventsInsert } from "@databuddy/db/clickhouse/tables";
 import type { ErrorSpan, IndividualVital } from "@databuddy/validation";
 import { runFork, runPromise, send, sendBatch } from "@lib/producer";
 import {
diff --git a/apps/basket/src/routes/basket.ts b/apps/basket/src/routes/basket.ts
index e092f7e4a..240da9d1c 100644
--- a/apps/basket/src/routes/basket.ts
+++ b/apps/basket/src/routes/basket.ts
@@ -1,5 +1,5 @@
 import type { CustomOutgoingLink } from "@databuddy/db/clickhouse/schema";
-import type { EventsInsert } from "@databuddy/db/clickhouse";
+import type { EventsInsert } from "@databuddy/db/clickhouse/tables";
 import type {
 	AnalyticsEventInput,
 	OutgoingLinkInput,
diff --git a/packages/db/package.json b/packages/db/package.json
index e08f39c3a..2c8327294 100644
--- a/packages/db/package.json
+++ b/packages/db/package.json
@@ -11,6 +11,7 @@
     "./schema/relations": "./src/drizzle/schema/relations.ts",
     "./clickhouse": "./src/clickhouse/index.ts",
     "./clickhouse/schema": "./src/clickhouse/schema.ts",
+    "./clickhouse/tables": "./src/clickhouse/schema/tables.generated.ts",
     "./e2e-db-lifecycle": "./src/e2e-db-lifecycle.ts"
   },
   "scripts": {
diff --git a/packages/mapper/src/adapters/umami.ts b/packages/mapper/src/adapters/umami.ts
index c3304f901..336330d1f 100644
--- a/packages/mapper/src/adapters/umami.ts
+++ b/packages/mapper/src/adapters/umami.ts
@@ -1,4 +1,4 @@
-import type { AnalyticsEvent } from "@databuddy/db/clickhouse/schema";
+import type { EventsInsert } from "@databuddy/db/clickhouse/tables";
 import { randomUUIDv7 } from "bun";
 import type { ImportContext } from "../types";
 
@@ -55,7 +55,7 @@ function formatBrowserName(browser: string): string {
 export function mapUmamiRow(
 	row: UmamiCsvRow,
 	ctx: ImportContext
-): AnalyticsEvent {
+): EventsInsert {
 	return {
 		id: randomUUIDv7(),
 		client_id: ctx.clientId,
@@ -63,8 +63,6 @@ export function mapUmamiRow(
 		anonymous_id: row.distinct_id || `anon_${randomUUIDv7()}`,
 		time: new Date(row.created_at).getTime(),
 		session_id: row.session_id || "",
-		event_type: "track",
-		event_id: row.event_id,
 		referrer: row.referrer_domain?.trim() || "direct",
 		url: row.url_path,
 		path: row.url_path,
@@ -77,7 +75,6 @@ export function mapUmamiRow(
 		country: row.country || "",
 		region: row.region || "",
 		city: row.city || "",
-		screen_resolution: row.screen || "",
 		language: row.language || "",
 		page_count: 1,
 		utm_source: row.utm_source || "",
diff --git a/packages/mapper/src/import.ts b/packages/mapper/src/import.ts
index 09bc027db..11d75a49b 100644
--- a/packages/mapper/src/import.ts
+++ b/packages/mapper/src/import.ts
@@ -1,4 +1,4 @@
-import type { AnalyticsEvent } from "@databuddy/db/clickhouse/schema";
+import type { EventsInsert } from "@databuddy/db/clickhouse/tables";
 import type { ImportContext, MapperFn } from "./types";
 
 function buildSessionExitMap<TRow>(
@@ -32,7 +32,7 @@ export function createImport<TRow>(options: {
 	getSessionId: (row: TRow) => string;
 	getEventId: (row: TRow) => string;
 	getTime: (row: TRow) => number;
-}): AnalyticsEvent[] {
+}): EventsInsert[] {
 	const exitEventIds = buildSessionExitMap(
 		options.rows,
 		options.getSessionId,
diff --git a/packages/mapper/src/types.ts b/packages/mapper/src/types.ts
index 2aafd0b1d..04f458b13 100644
--- a/packages/mapper/src/types.ts
+++ b/packages/mapper/src/types.ts
@@ -1,8 +1,8 @@
-import type { AnalyticsEvent } from "@databuddy/db/clickhouse/schema";
+import type { EventsInsert } from "@databuddy/db/clickhouse/tables";
 
 export interface ImportContext {
 	clientId: string;
 	isLastInSession: (eventId: string) => boolean;
 }
 
-export type MapperFn<TRow> = (row: TRow, ctx: ImportContext) => AnalyticsEvent;
+export type MapperFn<TRow> = (row: TRow, ctx: ImportContext) => EventsInsert;

From ae404dcafc70e2724f86c7a6909e9cb7a764d287 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 18:02:42 +0300
Subject: [PATCH 071/129] refactor(db): type analytics field maps from
 generated Row types, retire AnalyticsEvent

api/ai TableFieldsMap now uses keyof <Table>Row from the generated types, so valid
field names track the live columns. AnalyticsEvent had no remaining importers and is
deleted; its phantom columns are gone from the field-name unions too.
---
 apps/api/src/types/tables.ts         | 38 +++++++++----------
 packages/ai/src/types/tables.ts      | 38 +++++++++----------
 packages/db/src/clickhouse/schema.ts | 57 ----------------------------
 3 files changed, 38 insertions(+), 95 deletions(-)

diff --git a/apps/api/src/types/tables.ts b/apps/api/src/types/tables.ts
index 4899ef672..acb7ea985 100644
--- a/apps/api/src/types/tables.ts
+++ b/apps/api/src/types/tables.ts
@@ -1,14 +1,14 @@
 import type {
-	AnalyticsEvent,
-	BlockedTraffic,
-	CustomEvent,
-	CustomOutgoingLink,
-	ErrorSpanRow,
-	RevenueTransaction,
-	UptimeMonitor,
-	WebVitalsHourlyAggregate,
-	WebVitalsSpan,
-} from "@databuddy/db/clickhouse/schema";
+	BlockedTrafficRow,
+	CustomEventsRow,
+	ErrorSpansRow,
+	EventsRow,
+	OutgoingLinksRow,
+	RevenueRow,
+	UptimeMonitorRow,
+	WebVitalsHourlyRow,
+	WebVitalsSpansRow,
+} from "@databuddy/db/clickhouse/tables";
 
 export const Analytics = {
 	events: "analytics.events",
@@ -26,13 +26,13 @@ export const Analytics = {
 export type AnalyticsTable = (typeof Analytics)[keyof typeof Analytics];
 
 export interface TableFieldsMap {
-	"analytics.blocked_traffic": keyof BlockedTraffic;
-	"analytics.custom_events": keyof CustomEvent;
-	"analytics.error_spans": keyof ErrorSpanRow;
-	"analytics.events": keyof AnalyticsEvent;
-	"analytics.outgoing_links": keyof CustomOutgoingLink;
-	"analytics.revenue": keyof RevenueTransaction;
-	"analytics.web_vitals_hourly": keyof WebVitalsHourlyAggregate;
-	"analytics.web_vitals_spans": keyof WebVitalsSpan;
-	"uptime.uptime_monitor": keyof UptimeMonitor;
+	"analytics.blocked_traffic": keyof BlockedTrafficRow;
+	"analytics.custom_events": keyof CustomEventsRow;
+	"analytics.error_spans": keyof ErrorSpansRow;
+	"analytics.events": keyof EventsRow;
+	"analytics.outgoing_links": keyof OutgoingLinksRow;
+	"analytics.revenue": keyof RevenueRow;
+	"analytics.web_vitals_hourly": keyof WebVitalsHourlyRow;
+	"analytics.web_vitals_spans": keyof WebVitalsSpansRow;
+	"uptime.uptime_monitor": keyof UptimeMonitorRow;
 }
diff --git a/packages/ai/src/types/tables.ts b/packages/ai/src/types/tables.ts
index 4899ef672..acb7ea985 100644
--- a/packages/ai/src/types/tables.ts
+++ b/packages/ai/src/types/tables.ts
@@ -1,14 +1,14 @@
 import type {
-	AnalyticsEvent,
-	BlockedTraffic,
-	CustomEvent,
-	CustomOutgoingLink,
-	ErrorSpanRow,
-	RevenueTransaction,
-	UptimeMonitor,
-	WebVitalsHourlyAggregate,
-	WebVitalsSpan,
-} from "@databuddy/db/clickhouse/schema";
+	BlockedTrafficRow,
+	CustomEventsRow,
+	ErrorSpansRow,
+	EventsRow,
+	OutgoingLinksRow,
+	RevenueRow,
+	UptimeMonitorRow,
+	WebVitalsHourlyRow,
+	WebVitalsSpansRow,
+} from "@databuddy/db/clickhouse/tables";
 
 export const Analytics = {
 	events: "analytics.events",
@@ -26,13 +26,13 @@ export const Analytics = {
 export type AnalyticsTable = (typeof Analytics)[keyof typeof Analytics];
 
 export interface TableFieldsMap {
-	"analytics.blocked_traffic": keyof BlockedTraffic;
-	"analytics.custom_events": keyof CustomEvent;
-	"analytics.error_spans": keyof ErrorSpanRow;
-	"analytics.events": keyof AnalyticsEvent;
-	"analytics.outgoing_links": keyof CustomOutgoingLink;
-	"analytics.revenue": keyof RevenueTransaction;
-	"analytics.web_vitals_hourly": keyof WebVitalsHourlyAggregate;
-	"analytics.web_vitals_spans": keyof WebVitalsSpan;
-	"uptime.uptime_monitor": keyof UptimeMonitor;
+	"analytics.blocked_traffic": keyof BlockedTrafficRow;
+	"analytics.custom_events": keyof CustomEventsRow;
+	"analytics.error_spans": keyof ErrorSpansRow;
+	"analytics.events": keyof EventsRow;
+	"analytics.outgoing_links": keyof OutgoingLinksRow;
+	"analytics.revenue": keyof RevenueRow;
+	"analytics.web_vitals_hourly": keyof WebVitalsHourlyRow;
+	"analytics.web_vitals_spans": keyof WebVitalsSpansRow;
+	"uptime.uptime_monitor": keyof UptimeMonitorRow;
 }
diff --git a/packages/db/src/clickhouse/schema.ts b/packages/db/src/clickhouse/schema.ts
index 876ed6862..46d20815d 100644
--- a/packages/db/src/clickhouse/schema.ts
+++ b/packages/db/src/clickhouse/schema.ts
@@ -165,60 +165,3 @@ export interface LinkVisit {
 	timestamp: number;
 	user_agent?: string;
 }
-
-export interface AnalyticsEvent {
-	anonymous_id: string;
-	browser_name?: string;
-	browser_version?: string;
-	city?: string;
-	client_id: string;
-	connection_time?: number;
-	connection_type?: string;
-	country?: string;
-	created_at: number;
-	device_brand?: string;
-	device_model?: string;
-	device_type?: string;
-	dom_interactive?: number;
-	dom_ready_time?: number;
-	domain_lookup_time?: number;
-	downlink?: number;
-	event_id?: string;
-	event_name: string;
-	event_type?: "track" | "error" | "web_vitals";
-	gclid?: string;
-	id: string;
-	interaction_count?: number;
-	ip: string;
-	language?: string;
-	load_time?: number;
-	os_name?: string;
-	os_version?: string;
-	page_count: number;
-	path: string;
-	profile_id?: string;
-	properties: string;
-	redirect_time?: number;
-	referrer?: string;
-	region?: string;
-	render_time?: number;
-	rtt?: number;
-	screen_resolution?: string;
-	scroll_depth?: number;
-	session_id: string;
-	session_start_time?: number;
-	time: number;
-	time_on_page?: number;
-	timestamp?: number;
-	timezone?: string;
-	title?: string;
-	ttfb?: number;
-	url: string;
-	user_agent: string;
-	utm_campaign?: string;
-	utm_content?: string;
-	utm_medium?: string;
-	utm_source?: string;
-	utm_term?: string;
-	viewport_size?: string;
-}

From bafeffce217dd04fae29fd4e5d53bbf2636899d6 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 18:17:46 +0300
Subject: [PATCH 072/129] refactor(basket): type error/vitals/outgoing-link
 inserts from generated Insert types

Pure type-annotation swaps (object shapes already match the columns), so ingestion
behavior is unchanged.
---
 apps/basket/src/lib/event-service.ts | 18 +++++++++---------
 apps/basket/src/routes/basket.ts     | 10 ++++++----
 2 files changed, 15 insertions(+), 13 deletions(-)

diff --git a/apps/basket/src/lib/event-service.ts b/apps/basket/src/lib/event-service.ts
index 996341e4c..b54bcb334 100644
--- a/apps/basket/src/lib/event-service.ts
+++ b/apps/basket/src/lib/event-service.ts
@@ -1,9 +1,9 @@
 import type {
-	CustomOutgoingLink,
-	ErrorSpanRow,
-	WebVitalsSpan,
-} from "@databuddy/db/clickhouse/schema";
-import type { EventsInsert } from "@databuddy/db/clickhouse/tables";
+	ErrorSpansInsert,
+	EventsInsert,
+	OutgoingLinksInsert,
+	WebVitalsSpansInsert,
+} from "@databuddy/db/clickhouse/tables";
 import type { ErrorSpan, IndividualVital } from "@databuddy/validation";
 import { runFork, runPromise, send, sendBatch } from "@lib/producer";
 import {
@@ -218,7 +218,7 @@ export function insertOutgoingLink(
 		);
 		const salt = anonymizeVisitorIds ? await getDailySalt() : undefined;
 
-		const outgoingLinkEvent: CustomOutgoingLink = {
+		const outgoingLinkEvent: OutgoingLinksInsert = {
 			id: randomUUIDv7(),
 			client_id: clientId,
 			anonymous_id: applyVisitorIdPrivacy(
@@ -269,7 +269,7 @@ export function insertErrorSpans(
 			? await getDailySalt()
 			: undefined;
 		const now = Date.now();
-		const spans: ErrorSpanRow[] = errors.map((error, index) => ({
+		const spans: ErrorSpansInsert[] = errors.map((error, index) => ({
 			client_id: clientId,
 			anonymous_id: applyVisitorIdPrivacy(
 				error.anonymousId,
@@ -318,7 +318,7 @@ export function insertIndividualVitals(
 			? await getDailySalt()
 			: undefined;
 		const now = Date.now();
-		const spans: WebVitalsSpan[] = vitals.map((vital, index) => ({
+		const spans: WebVitalsSpansInsert[] = vitals.map((vital, index) => ({
 			client_id: clientId,
 			anonymous_id: applyVisitorIdPrivacy(
 				vital.anonymousId,
@@ -337,7 +337,7 @@ export function insertIndividualVitals(
 }
 
 export function insertOutgoingLinksBatch(
-	events: CustomOutgoingLink[]
+	events: OutgoingLinksInsert[]
 ): Promise<void> {
 	return record("insertOutgoingLinksBatch", async () => {
 		if (events.length === 0) {
diff --git a/apps/basket/src/routes/basket.ts b/apps/basket/src/routes/basket.ts
index 240da9d1c..5c73b25ca 100644
--- a/apps/basket/src/routes/basket.ts
+++ b/apps/basket/src/routes/basket.ts
@@ -1,5 +1,7 @@
-import type { CustomOutgoingLink } from "@databuddy/db/clickhouse/schema";
-import type { EventsInsert } from "@databuddy/db/clickhouse/tables";
+import type {
+	EventsInsert,
+	OutgoingLinksInsert,
+} from "@databuddy/db/clickhouse/tables";
 import type {
 	AnalyticsEventInput,
 	OutgoingLinkInput,
@@ -110,7 +112,7 @@ async function processOutgoingLinkData(
 	linkData: OutgoingLinkInput,
 	clientId: string,
 	visitorCountry?: unknown
-): Promise<CustomOutgoingLink> {
+): Promise<OutgoingLinksInsert> {
 	const timestamp = parseTimestamp(linkData.timestamp);
 	const anonymizeVisitorIds = shouldAnonymizeVisitorIds(
 		linkData.anonymizeVisitorIds,
@@ -483,7 +485,7 @@ const app = new Elysia()
 			log.set({ clientId });
 
 			const trackEvents: EventsInsert[] = [];
-			const outgoingLinkEvents: CustomOutgoingLink[] = [];
+			const outgoingLinkEvents: OutgoingLinksInsert[] = [];
 			const results: Record<string, unknown>[] = [];
 			let batchVisitorCountry: string | undefined;
 			let hasResolvedBatchVisitorCountry = false;

From f1a7e5c73b9f05a74f722359dab8013f0f7afbb1 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 18:18:58 +0300
Subject: [PATCH 073/129] refactor(db): delete 10 hand-written row interfaces
 superseded by generated types

ErrorSpanRow, WebVitalsSpan, WebVitalsHourlyAggregate, CustomOutgoingLink, CustomEvent,
DailyPageviewsAggregate, AITrafficSpan, UptimeMonitor, RevenueTransaction, LinkVisit had
no importers after consumers moved to the generated Row/Insert types. schema.ts now holds
only WebVitalMetricName and BlockedTraffic.
---
 packages/db/src/clickhouse/schema.ts | 138 ---------------------------
 1 file changed, 138 deletions(-)

diff --git a/packages/db/src/clickhouse/schema.ts b/packages/db/src/clickhouse/schema.ts
index 46d20815d..8fee8b501 100644
--- a/packages/db/src/clickhouse/schema.ts
+++ b/packages/db/src/clickhouse/schema.ts
@@ -1,42 +1,5 @@
-export interface ErrorSpanRow {
-	anonymous_id: string;
-	client_id: string;
-	colno?: number;
-	error_type: string;
-	filename?: string;
-	lineno?: number;
-	message: string;
-	path: string;
-	session_id: string;
-	stack?: string;
-	timestamp: number;
-}
-
 export type WebVitalMetricName = "FCP" | "LCP" | "CLS" | "INP" | "TTFB" | "FPS";
 
-export interface WebVitalsSpan {
-	anonymous_id: string;
-	client_id: string;
-	metric_name: WebVitalMetricName;
-	metric_value: number;
-	path: string;
-	session_id: string;
-	timestamp: number;
-}
-
-export interface WebVitalsHourlyAggregate {
-	avg_value: number;
-	client_id: string;
-	hour: number;
-	max_value: number;
-	metric_name: WebVitalMetricName;
-	min_value: number;
-	p50: number;
-	p75: number;
-	path: string;
-	sample_count: number;
-}
-
 export interface BlockedTraffic {
 	accept_header?: string;
 	block_category: string;
@@ -64,104 +27,3 @@ export interface BlockedTraffic {
 	url?: string;
 	user_agent?: string;
 }
-
-export interface CustomEvent {
-	anonymous_id?: string;
-	event_name: string;
-	namespace?: string;
-	owner_id: string;
-	path?: string;
-	profile_id?: string;
-	properties: string;
-	session_id?: string;
-	source?: string;
-	timestamp: number;
-	website_id?: string;
-}
-
-export interface DailyPageviewsAggregate {
-	client_id: string;
-	date: string;
-	pageviews: number;
-}
-
-export interface CustomOutgoingLink {
-	anonymous_id: string;
-	client_id: string;
-	href: string;
-	id: string;
-	properties: string;
-	session_id: string;
-	text?: string;
-	timestamp: number;
-}
-
-export interface AITrafficSpan {
-	bot_name: string;
-	bot_type: "ai_crawler" | "ai_assistant";
-	client_id: string;
-	path: string;
-	referrer?: string;
-	timestamp: number;
-	user_agent: string;
-}
-
-export interface UptimeMonitor {
-	attempt: number;
-	check_type: string;
-	content_hash: string;
-	env: string;
-	error: string;
-	failure_streak: number;
-	http_code: number;
-	json_data?: string;
-	probe_ip: string;
-	probe_region: string;
-	redirect_count: number;
-	response_bytes: number;
-	site_id: string;
-	ssl_expiry?: number;
-	ssl_valid: number;
-	status: number;
-	timestamp: number;
-	total_ms: number;
-	ttfb_ms: number;
-	url: string;
-	user_agent: string;
-}
-
-export interface RevenueTransaction {
-	amount: number;
-	anonymous_id?: string;
-	created: number;
-	currency: string;
-	customer_id?: string;
-	metadata: string | Record<string, unknown>;
-	original_amount: number;
-	original_currency: string;
-	owner_id: string;
-	product_id?: string;
-	product_name?: string;
-	profile_id?: string;
-	provider: "stripe" | "paddle";
-	session_id?: string;
-	status: string;
-	synced_at: number;
-	transaction_id: string;
-	type: "sale" | "refund" | "subscription" | "subscription_event";
-	website_id?: string;
-}
-
-export interface LinkVisit {
-	browser_name?: string;
-	city?: string;
-	country?: string;
-	device_type?: string;
-	id: string;
-	ip_hash: string;
-	link_id: string;
-	referrer?: string;
-	region?: string;
-	timestamp: number;
-	user_agent?: string;
-}

From 5c610f4cd4c668e412cc50764a1f9e63b752c95c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 18:21:59 +0300
Subject: [PATCH 074/129] refactor(basket): type blocked traffic from generated
 BlockedTrafficInsert

Drops the phantom 'city' field (blocked_traffic has no such column; it was silently
discarded on insert). BlockedTraffic hand type had no other importers and is deleted;
schema.ts now holds only the WebVitalMetricName enum.
---
 apps/basket/src/lib/blocked-traffic-alerts.ts | 28 +++++++++----------
 apps/basket/src/lib/blocked-traffic.ts        |  7 ++---
 packages/db/src/clickhouse/schema.ts          | 28 -------------------
 3 files changed, 17 insertions(+), 46 deletions(-)

diff --git a/apps/basket/src/lib/blocked-traffic-alerts.ts b/apps/basket/src/lib/blocked-traffic-alerts.ts
index 90547495d..83496eb86 100644
--- a/apps/basket/src/lib/blocked-traffic-alerts.ts
+++ b/apps/basket/src/lib/blocked-traffic-alerts.ts
@@ -1,4 +1,4 @@
-import type { BlockedTraffic } from "@databuddy/db/clickhouse/schema";
+import type { BlockedTrafficInsert } from "@databuddy/db/clickhouse/tables";
 import { chQuery } from "@databuddy/db/clickhouse";
 import {
 	db,
@@ -45,16 +45,16 @@ export interface BlockedTrafficAlertDecision {
 	severity: "critical" | "warning";
 }
 
-function getAlertOrigin(event: BlockedTraffic): string {
+function getAlertOrigin(event: BlockedTrafficInsert): string {
 	return event.origin?.trim() || "";
 }
 
-function getAlertOriginKey(event: BlockedTraffic): string {
+function getAlertOriginKey(event: BlockedTrafficInsert): string {
 	return encodeURIComponent(getAlertOrigin(event) || "missing-origin");
 }
 
 function getBlockedTrafficSource(
-	event: Pick<BlockedTraffic, "origin" | "referrer">
+	event: Pick<BlockedTrafficInsert, "origin" | "referrer">
 ): string | null {
 	return event.origin || event.referrer || null;
 }
@@ -68,7 +68,7 @@ export function matchesTrackingAlertIgnoredOrigin(
 
 export function shouldIgnoreBlockedTrafficAlertEvent(
 	event: Pick<
-		BlockedTraffic,
+		BlockedTrafficInsert,
 		"block_reason" | "client_id" | "origin" | "referrer"
 	>
 ): boolean {
@@ -81,7 +81,7 @@ export function shouldIgnoreBlockedTrafficAlertEvent(
 	return isIgnoredTrackingBlockOrigin(getBlockedTrafficSource(event));
 }
 
-function buildRecommendedFix(event: BlockedTraffic): string {
+function buildRecommendedFix(event: BlockedTrafficInsert): string {
 	const host = getTrackingBlockOriginHost(event.origin ?? null);
 	if (event.block_reason === "origin_not_authorized") {
 		return host
@@ -101,7 +101,7 @@ function buildDashboardUrl(clientId: string, reason: string): string {
 	return `${config.urls.dashboard}/websites/${clientId}/settings/${section}`;
 }
 
-async function incrementWindowCounter(event: BlockedTraffic): Promise<number> {
+async function incrementWindowCounter(event: BlockedTrafficInsert): Promise<number> {
 	const key = `blocked-traffic-alert:count:${event.client_id}:${event.block_reason}:${getAlertOriginKey(event)}`;
 	const count = await redis.incr(key);
 	if (count === 1) {
@@ -124,7 +124,7 @@ async function getTrackingHealth(
 	return rows[0] ?? { baselineEvents: 0, recentEvents: 0 };
 }
 
-async function getPreviousBlockedCount(event: BlockedTraffic): Promise<number> {
+async function getPreviousBlockedCount(event: BlockedTrafficInsert): Promise<number> {
 	const rows = await chQuery<PreviousBlockedCountRow>(
 		`SELECT count() AS previousBlocked
 		FROM analytics.blocked_traffic
@@ -177,14 +177,14 @@ export function shouldEvaluateBlockedTrafficAlert(
 }
 
 function cooldownKey(
-	event: BlockedTraffic,
+	event: BlockedTrafficInsert,
 	kind: BlockedTrafficAlertDecision["kind"]
 ): string {
 	return `blocked-traffic-alert:sent:${event.client_id}:${event.block_reason}:${getAlertOriginKey(event)}:${kind}`;
 }
 
 async function reserveCooldown(
-	event: BlockedTraffic,
+	event: BlockedTrafficInsert,
 	kind: BlockedTrafficAlertDecision["kind"],
 	settings: EmailNotificationSettings
 ): Promise<string | null> {
@@ -223,7 +223,7 @@ async function getOrganizationEmailSettings(
 
 function isAlertMutedBySettings(input: {
 	decision: BlockedTrafficAlertDecision;
-	event: BlockedTraffic;
+	event: BlockedTrafficInsert;
 	settings: EmailNotificationSettings;
 }): boolean {
 	const tracking = input.settings.trackingHealth;
@@ -252,7 +252,7 @@ function isAlertMutedBySettings(input: {
 async function sendAlertEmail(input: {
 	context: BlockedTrafficAlertContext;
 	decision: BlockedTrafficAlertDecision;
-	event: BlockedTraffic;
+	event: BlockedTrafficInsert;
 	trackingHealth: TrackingHealthCounts;
 	ownerEmail: string;
 	previousBlocked: number;
@@ -313,7 +313,7 @@ async function sendAlertEmail(input: {
 }
 
 async function maybeSendBlockedTrafficAlertAsync(
-	event: BlockedTraffic,
+	event: BlockedTrafficInsert,
 	context: BlockedTrafficAlertContext = {}
 ): Promise<void> {
 	if (shouldIgnoreBlockedTrafficAlertEvent(event)) {
@@ -377,7 +377,7 @@ async function maybeSendBlockedTrafficAlertAsync(
 }
 
 export function queueBlockedTrafficAlert(
-	event: BlockedTraffic,
+	event: BlockedTrafficInsert,
 	context?: BlockedTrafficAlertContext
 ): void {
 	maybeSendBlockedTrafficAlertAsync(event, context).catch((error) => {
diff --git a/apps/basket/src/lib/blocked-traffic.ts b/apps/basket/src/lib/blocked-traffic.ts
index 7466c7f2e..62ca47d3d 100644
--- a/apps/basket/src/lib/blocked-traffic.ts
+++ b/apps/basket/src/lib/blocked-traffic.ts
@@ -1,4 +1,4 @@
-import type { BlockedTraffic } from "@databuddy/db/clickhouse/schema";
+import type { BlockedTrafficInsert } from "@databuddy/db/clickhouse/tables";
 import {
 	queueBlockedTrafficAlert,
 	type BlockedTrafficAlertContext,
@@ -37,10 +37,10 @@ async function _logBlockedTrafficAsync(
 			parseUserAgent(userAgent),
 		]);
 		const now = Date.now();
-		const { anonymizedIP, country, region, city } = geo;
+		const { anonymizedIP, country, region } = geo;
 		const { browserName, browserVersion, osName, osVersion, deviceType } = ua;
 
-		const blockedEvent: BlockedTraffic = {
+		const blockedEvent: BlockedTrafficInsert = {
 			id: randomUUIDv7(),
 			client_id: clientId || "",
 			timestamp: now,
@@ -77,7 +77,6 @@ async function _logBlockedTrafficAsync(
 
 			country: country || "",
 			region: region || "",
-			city: city || "",
 			browser_name: browserName || "",
 			browser_version: browserVersion || "",
 			os_name: osName || "",
diff --git a/packages/db/src/clickhouse/schema.ts b/packages/db/src/clickhouse/schema.ts
index 8fee8b501..c30aeaa92 100644
--- a/packages/db/src/clickhouse/schema.ts
+++ b/packages/db/src/clickhouse/schema.ts
@@ -1,29 +1 @@
 export type WebVitalMetricName = "FCP" | "LCP" | "CLS" | "INP" | "TTFB" | "FPS";
-
-export interface BlockedTraffic {
-	accept_header?: string;
-	block_category: string;
-	block_reason: string;
-	bot_name?: string;
-	browser_name?: string;
-	browser_version?: string;
-	city?: string;
-	client_id?: string;
-	country?: string;
-	created_at: number;
-	device_type?: string;
-	id: string;
-	ip: string;
-	language?: string;
-	method: string;
-	origin?: string;
-	os_name?: string;
-	os_version?: string;
-	path?: string;
-	payload_size?: number;
-	referrer?: string;
-	region?: string;
-	timestamp: number;
-	url?: string;
-	user_agent?: string;
-}

From c87c25df06923afdbebec4f3ca2d74e28b66360a Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Thu, 9 Jul 2026 18:40:07 +0300
Subject: [PATCH 075/129] fix(dashboard): count onboarding completion when
 users enter via explore feature cards
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Onboarding completion showed a dismal 6% because onboardingCompleted only fired
from the secondary 'Go to Dashboard' button. The explore step's primary CTAs are
the four feature cards, which are plain Links that navigate into the product
without recording completion — so users who activated via the intended path were
counted as drop-offs. Fire completion (once, ref-guarded) when a feature card is
clicked too; the flow itself already worked, only the metric was undercounting.
---
 .../(main)/onboarding/_components/step-explore.tsx |  8 +++++++-
 apps/dashboard/app/(main)/onboarding/page.tsx      | 14 ++++++++++++--
 2 files changed, 19 insertions(+), 3 deletions(-)

diff --git a/apps/dashboard/app/(main)/onboarding/_components/step-explore.tsx b/apps/dashboard/app/(main)/onboarding/_components/step-explore.tsx
index a49229529..f1a4ef136 100644
--- a/apps/dashboard/app/(main)/onboarding/_components/step-explore.tsx
+++ b/apps/dashboard/app/(main)/onboarding/_components/step-explore.tsx
@@ -42,10 +42,15 @@ const FEATURES = [
 
 interface StepExploreProps {
 	onComplete: () => void;
+	onEnterProduct: () => void;
 	websiteId: string;
 }
 
-export function StepExplore({ onComplete, websiteId }: StepExploreProps) {
+export function StepExplore({
+	onComplete,
+	onEnterProduct,
+	websiteId,
+}: StepExploreProps) {
 	return (
 		<div className="space-y-6">
 			<div className="flex items-center gap-3">
@@ -76,6 +81,7 @@ export function StepExplore({ onComplete, websiteId }: StepExploreProps) {
 						className="group flex items-start gap-3 rounded border p-3 hover:border-primary/30 hover:bg-accent/50"
 						href={`/websites/${websiteId}${feature.tab}`}
 						key={feature.title}
+						onClick={onEnterProduct}
 					>
 						<div className="flex size-8 shrink-0 items-center justify-center rounded bg-accent">
 							<feature.icon
diff --git a/apps/dashboard/app/(main)/onboarding/page.tsx b/apps/dashboard/app/(main)/onboarding/page.tsx
index 22d8e5cf8..7f08bb724 100644
--- a/apps/dashboard/app/(main)/onboarding/page.tsx
+++ b/apps/dashboard/app/(main)/onboarding/page.tsx
@@ -46,6 +46,7 @@ export default function OnboardingPage() {
 	const router = useRouter();
 	const { websites } = useWebsitesLight();
 	const trackedStepRef = useRef<number>(-1);
+	const onboardingCompletedRef = useRef(false);
 
 	const [currentStep, setCurrentStep] = useState(0);
 	const [completedSteps, setCompletedSteps] = useState<Set<string>>(new Set());
@@ -126,9 +127,17 @@ export default function OnboardingPage() {
 		goNext();
 	}, [markComplete, goNext]);
 
-	const handleExploreComplete = useCallback(() => {
+	const recordExploreComplete = useCallback(() => {
+		if (onboardingCompletedRef.current) {
+			return;
+		}
+		onboardingCompletedRef.current = true;
 		markComplete("explore");
 		trackAppEvent(APP_EVENTS.onboardingCompleted);
+	}, [markComplete]);
+
+	const handleExploreComplete = useCallback(() => {
+		recordExploreComplete();
 		const pendingPlan = localStorage.getItem("pendingPlanSelection");
 		if (pendingPlan) {
 			localStorage.removeItem("pendingPlanSelection");
@@ -138,7 +147,7 @@ export default function OnboardingPage() {
 		} else {
 			router.replace("/websites");
 		}
-	}, [markComplete, router, websiteId]);
+	}, [recordExploreComplete, router, websiteId]);
 
 	const handleSkipOnboarding = useCallback(() => {
 		trackAppEvent(APP_EVENTS.onboardingSkipped, {
@@ -212,6 +221,7 @@ export default function OnboardingPage() {
 				return (
 					<StepExplore
 						onComplete={handleExploreComplete}
+						onEnterProduct={recordExploreComplete}
 						websiteId={websiteId}
 					/>
 				);

From a358d3438774d12930c29ac9af96ad7293237f09 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Fri, 10 Jul 2026 00:32:33 +0300
Subject: [PATCH 076/129] test(db): verify profile_id against the .sql schema,
 not the retired inline DDL

The identity test read schema.ts for 'profile_id String DEFAULT \'\'' and ADD
COLUMN migrations, but the ClickHouse schema moved to .sql files (commit
0c42b73f) and schema.ts no longer holds DDL, so the test failed on every run and
blocked the pre-push hook. The profile_id columns are intact in the .sql files;
parse each profile table via schema-parse and assert it defines a String
profile_id column with a default. Drops the obsolete ADD COLUMN check (the .sql
path is idempotent CREATE TABLE IF NOT EXISTS).
---
 packages/db/src/clickhouse/identity.test.ts | 31 +++++++++++++++------
 1 file changed, 22 insertions(+), 9 deletions(-)

diff --git a/packages/db/src/clickhouse/identity.test.ts b/packages/db/src/clickhouse/identity.test.ts
index 98bf0202a..b459ea8ec 100644
--- a/packages/db/src/clickhouse/identity.test.ts
+++ b/packages/db/src/clickhouse/identity.test.ts
@@ -1,4 +1,5 @@
-import { readFileSync } from "node:fs";
+import { dirname, join } from "node:path";
+import { fileURLToPath } from "node:url";
 import { describe, expect, test } from "bun:test";
 import {
 	CUSTOM_EVENTS_VISITOR_KEY,
@@ -6,11 +7,19 @@ import {
 	PROFILE_ID_TABLES,
 	visitorMatch,
 } from "./identity";
+import { parseTable, readSql, sqlFiles } from "./schema-parse";
 import { AGENT_TABLE_COLUMNS } from "./sql-validation";
 
-const schemaSource = readFileSync(
-	new URL("./schema.ts", import.meta.url),
-	"utf8"
+const SCHEMA_DIR = join(dirname(fileURLToPath(import.meta.url)), "schema");
+const tablesByName = new Map(
+	sqlFiles(SCHEMA_DIR, false).flatMap((file) => {
+		try {
+			const parsed = parseTable(readSql(file));
+			return [[parsed.name, parsed] as const];
+		} catch {
+			return [];
+		}
+	})
 );
 
 describe("identity sql expressions", () => {
@@ -21,11 +30,15 @@ describe("identity sql expressions", () => {
 		}
 	});
 
-	test("schema defines profile_id in create and migration paths", () => {
-		expect(schemaSource).toContain("profile_id String DEFAULT ''");
-		expect(
-			schemaSource.match(/ADD COLUMN IF NOT EXISTS profile_id/g)?.length
-		).toBe(PROFILE_ID_TABLES.length);
+	test("every profile table defines profile_id in its .sql schema", () => {
+		for (const table of PROFILE_ID_TABLES) {
+			const parsed = tablesByName.get(table.split(".").at(-1) ?? table);
+			expect(parsed, `${table} .sql schema not found`).toBeDefined();
+			const column = parsed?.columns.find((c) => c.name === "profile_id");
+			expect(column, `${table} is missing a profile_id column`).toBeDefined();
+			expect(column?.type).toBe("String");
+			expect(column?.hasDefault).toBe(true);
+		}
 	});
 
 	test("visitor keys fall back from profile_id to anonymous_id", () => {

From 231b3d93efbfb7924ff265f39ae6329a8773bf0f Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Fri, 10 Jul 2026 00:45:33 +0300
Subject: [PATCH 077/129] test(basket): align buildTrackEvent assertions with
 the trimmed EventsInsert shape

The event mapper dropped columns the events table lacks (event_id, event_type,
session_start_time, screen_resolution, connection_type, rtt, downlink, load_time,
dom_interactive, connection_time, redirect_time, domain_lookup_time), but the
test still asserted all of them and hardcoded the old field list. Update the
field-mapping, defaults, passthrough, and completeness checks to the 42 fields
buildTrackEvent actually returns.
---
 apps/basket/src/lib/event-service.test.ts | 39 ++---------------------
 1 file changed, 3 insertions(+), 36 deletions(-)

diff --git a/apps/basket/src/lib/event-service.test.ts b/apps/basket/src/lib/event-service.test.ts
index 72cec321e..353fe536c 100644
--- a/apps/basket/src/lib/event-service.test.ts
+++ b/apps/basket/src/lib/event-service.test.ts
@@ -74,8 +74,6 @@ describe("buildTrackEvent — field mapping", () => {
 		// Identity
 		expect(result.id).toBeTruthy(); // randomUUIDv7
 		expect(result.client_id).toBe("ws_test");
-		expect(result.event_id).toBe("evt_123");
-		expect(result.event_type).toBe("track");
 
 		// Names & content
 		expect(result.event_name).toBe("pageview");
@@ -91,7 +89,6 @@ describe("buildTrackEvent — field mapping", () => {
 		// Timestamps — uses trackData values when numeric
 		expect(result.timestamp).toBe(1_700_000_001_000);
 		expect(result.time).toBe(1_700_000_001_000);
-		expect(result.session_start_time).toBe(1_700_000_000_500);
 		expect(result.created_at).toBe(NOW);
 
 		// Geo
@@ -111,13 +108,9 @@ describe("buildTrackEvent — field mapping", () => {
 		expect(result.device_model).toBe("XPS");
 
 		// Client context — passthrough
-		expect(result.screen_resolution).toBe("1920x1080");
 		expect(result.viewport_size).toBe("1024x768");
 		expect(result.language).toBe("en-US");
 		expect(result.timezone).toBe("America/New_York");
-		expect(result.connection_type).toBe("wifi");
-		expect(result.rtt).toBe(50);
-		expect(result.downlink).toBe(10.5);
 
 		// Engagement
 		expect(result.time_on_page).toBe(30_000);
@@ -134,14 +127,9 @@ describe("buildTrackEvent — field mapping", () => {
 		expect(result.gclid).toBe("gclid_abc");
 
 		// Performance — validated through validatePerformanceMetric
-		expect(result.load_time).toBe(1500);
 		expect(result.dom_ready_time).toBe(800);
-		expect(result.dom_interactive).toBe(600);
 		expect(result.ttfb).toBe(200);
-		expect(result.connection_time).toBe(50);
 		expect(result.render_time).toBe(100);
-		expect(result.redirect_time).toBe(10);
-		expect(result.domain_lookup_time).toBe(30);
 
 		// Properties
 		expect(result.properties).toBe('{"plan":"pro","color":"blue"}');
@@ -153,7 +141,6 @@ describe("buildTrackEvent — field mapping", () => {
 		expect(result.event_name).toBe("click");
 		expect(result.timestamp).toBe(NOW); // falls back to ctx.now
 		expect(result.time).toBe(NOW);
-		expect(result.session_start_time).toBe(NOW);
 		expect(result.page_count).toBe(1); // default
 		expect(result.properties).toBe("{}"); // empty
 		expect(result.referrer).toBe("");
@@ -186,15 +173,10 @@ describe("buildTrackEvent — field mapping", () => {
 			fullCtx
 		);
 		expect(result.timestamp).toBe(NOW);
-		expect(result.session_start_time).toBe(NOW);
 	});
 
 	test("performance metrics validated (negative → undefined)", () => {
-		const result = buildTrackEvent(
-			{ name: "x", load_time: -1, ttfb: 999_999 },
-			fullCtx
-		);
-		expect(result.load_time).toBeUndefined();
+		const result = buildTrackEvent({ name: "x", ttfb: 999_999 }, fullCtx);
 		expect(result.ttfb).toBeUndefined(); // >300000
 	});
 
@@ -282,20 +264,17 @@ describe("buildTrackEvent — sanitization boundary", () => {
 		expect(() => JSON.parse(result.properties as string)).not.toThrow();
 	});
 
-	test("passthrough fields (screen_resolution, language, etc.) are NOT sanitized", () => {
+	test("passthrough fields (language, timezone, etc.) are NOT sanitized", () => {
 		const result = buildTrackEvent(
 			{
 				name: "x",
-				screen_resolution: "<script>",
 				language: "<img onerror=alert(1)>",
 				timezone: "America/New_York",
 			},
 			fullCtx
 		);
-		// These pass through raw — this is the current behavior
-		// This test documents it so we notice if it changes
-		expect(result.screen_resolution).toBe("<script>");
 		expect(result.language).toBe("<img onerror=alert(1)>");
+		expect(result.timezone).toBe("America/New_York");
 	});
 
 	test("session_id validated (rejects special chars)", () => {
@@ -319,9 +298,6 @@ describe("buildTrackEvent — output shape completeness", () => {
 		"profile_id",
 		"time",
 		"session_id",
-		"event_type",
-		"event_id",
-		"session_start_time",
 		"timestamp",
 		"referrer",
 		"url",
@@ -339,13 +315,9 @@ describe("buildTrackEvent — output shape completeness", () => {
 		"country",
 		"region",
 		"city",
-		"screen_resolution",
 		"viewport_size",
 		"language",
 		"timezone",
-		"connection_type",
-		"rtt",
-		"downlink",
 		"time_on_page",
 		"scroll_depth",
 		"interaction_count",
@@ -356,14 +328,9 @@ describe("buildTrackEvent — output shape completeness", () => {
 		"utm_term",
 		"utm_content",
 		"gclid",
-		"load_time",
 		"dom_ready_time",
-		"dom_interactive",
 		"ttfb",
-		"connection_time",
 		"render_time",
-		"redirect_time",
-		"domain_lookup_time",
 		"properties",
 		"created_at",
 	] as const;

From 922653c1fd3f159dd8800462fbb3b9ebf97f0ed5 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Fri, 10 Jul 2026 00:45:44 +0300
Subject: [PATCH 078/129] test(ai): preload dummy DATABASE_URL/REDIS_URL so
 db-client init doesn't throw

resolveAgentBillingCustomerId tests passed in isolation but failed under the full
suite: a prior test loads the real @databuddy/db client, which throws
'DATABASE_URL is not set' at init before the mock.module override matters. Add a
bun test preload setting dummy DB/Redis URLs (queries stay mocked, nothing
connects). Full ai suite: 3565 pass, 0 fail.
---
 packages/ai/bunfig.toml   | 2 ++
 packages/ai/test-setup.ts | 2 ++
 2 files changed, 4 insertions(+)
 create mode 100644 packages/ai/bunfig.toml
 create mode 100644 packages/ai/test-setup.ts

diff --git a/packages/ai/bunfig.toml b/packages/ai/bunfig.toml
new file mode 100644
index 000000000..9e75dd230
--- /dev/null
+++ b/packages/ai/bunfig.toml
@@ -0,0 +1,2 @@
+[test]
+preload = ["./test-setup.ts"]
diff --git a/packages/ai/test-setup.ts b/packages/ai/test-setup.ts
new file mode 100644
index 000000000..180c36516
--- /dev/null
+++ b/packages/ai/test-setup.ts
@@ -0,0 +1,2 @@
+process.env.DATABASE_URL ??= "postgres://test:test@localhost:5432/test";
+process.env.REDIS_URL ??= "redis://localhost:6379";

From a3a2aac69fde8de03014f25e006568755f7a5a95 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Fri, 10 Jul 2026 01:44:54 +0300
Subject: [PATCH 079/129] feat(insights): rate-limited getById endpoint and
 optimistic dismiss rollback

---
 .../hooks/use-insights-local-state.ts         | 49 +++++++++++++++++--
 packages/rpc/src/routers/insights.ts          | 26 ++++++++++
 2 files changed, 71 insertions(+), 4 deletions(-)

diff --git a/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts b/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
index f9f6ff1e4..99ce3f8aa 100644
--- a/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
+++ b/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
@@ -1,7 +1,7 @@
 "use client";
 
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
-import { useCallback, useLayoutEffect, useMemo, useState } from "react";
+import { useCallback, useLayoutEffect, useMemo, useRef, useState } from "react";
 import {
 	loadDismissedIds,
 	saveDismissedIds,
@@ -16,6 +16,8 @@ export function useInsightsLocalState(
 	const queryClient = useQueryClient();
 	const [dismissedIds, setDismissedIds] = useState<string[]>([]);
 	const [hydrated, setHydrated] = useState(false);
+	const dismissedIdsRef = useRef<string[]>([]);
+	dismissedIdsRef.current = dismissedIds;
 
 	const votesQuery = useQuery({
 		...orpc.insights.getVotes.queryOptions({
@@ -61,7 +63,22 @@ export function useInsightsLocalState(
 				saveDismissedIds(organizationId, next);
 				return next;
 			});
-			setDismissedMutation.mutate({ insightId, dismissed: false });
+			setDismissedMutation.mutate(
+				{ insightId, dismissed: false },
+				{
+					onError: () => {
+						setDismissedIds((prev) => {
+							if (prev.includes(insightId)) {
+								return prev;
+							}
+							const next = [...prev, insightId];
+							saveDismissedIds(organizationId, next);
+							return next;
+						});
+						toast.error("Could not restore insight");
+					},
+				}
+			);
 		},
 		[organizationId, setDismissedMutation]
 	);
@@ -71,6 +88,7 @@ export function useInsightsLocalState(
 			if (!organizationId) {
 				return;
 			}
+			const toastId = `dismiss-${insightId}`;
 			setDismissedIds((prev) => {
 				if (prev.includes(insightId)) {
 					return prev;
@@ -79,8 +97,21 @@ export function useInsightsLocalState(
 				saveDismissedIds(organizationId, next);
 				return next;
 			});
-			setDismissedMutation.mutate({ insightId, dismissed: true });
+			setDismissedMutation.mutate(
+				{ insightId, dismissed: true },
+				{
+					onError: () => {
+						setDismissedIds((prev) => {
+							const next = prev.filter((id) => id !== insightId);
+							saveDismissedIds(organizationId, next);
+							return next;
+						});
+						toast.error("Could not dismiss insight", { id: toastId });
+					},
+				}
+			);
 			toast.success("Insight dismissed", {
+				id: toastId,
 				description: "This pattern is muted for 30 days.",
 				action: {
 					label: "Undo",
@@ -95,9 +126,19 @@ export function useInsightsLocalState(
 		if (!organizationId) {
 			return;
 		}
+		const previous = dismissedIdsRef.current;
 		setDismissedIds([]);
 		saveDismissedIds(organizationId, []);
-		clearDismissedMutation.mutate({});
+		clearDismissedMutation.mutate(
+			{},
+			{
+				onError: () => {
+					setDismissedIds(previous);
+					saveDismissedIds(organizationId, previous);
+					toast.error("Could not clear dismissed insights");
+				},
+			}
+		);
 	}, [organizationId, clearDismissedMutation]);
 
 	const setFeedbackAction = useCallback(
diff --git a/packages/rpc/src/routers/insights.ts b/packages/rpc/src/routers/insights.ts
index de6b8dadc..4f3fc2913 100644
--- a/packages/rpc/src/routers/insights.ts
+++ b/packages/rpc/src/routers/insights.ts
@@ -49,6 +49,8 @@ const NARRATIVE_RATE_LIMIT = 30;
 const NARRATIVE_RATE_WINDOW_SECS = 3600;
 const NARRATIVE_CACHE_TTL_SECS = 3600;
 const NARRATIVE_INSIGHTS_LIMIT = 5;
+const INSIGHT_READ_RATE_LIMIT = 120;
+const INSIGHT_READ_RATE_WINDOW_SECS = 60;
 
 const insightMetricSchema = z.object({
 	current: z.number(),
@@ -613,6 +615,17 @@ export const insightsRouter = {
 			})
 		)
 		.handler(async ({ context, input }) => {
+			const rl = await ratelimit(
+				`insights:getById:${context.user.id}`,
+				INSIGHT_READ_RATE_LIMIT,
+				INSIGHT_READ_RATE_WINDOW_SECS
+			);
+			if (!rl.success) {
+				throw rpcError.rateLimited(
+					Math.max(1, Math.ceil((rl.reset - Date.now()) / 1000))
+				);
+			}
+
 			const [row] = await db
 				.select({
 					id: analyticsInsights.id,
@@ -667,6 +680,7 @@ export const insightsRouter = {
 				organizationId: row.organizationId,
 				resource: "organization",
 				permissions: ["read"],
+				allowCrossOrg: true,
 			});
 
 			return {
@@ -733,6 +747,17 @@ export const insightsRouter = {
 			})
 		)
 		.handler(async ({ context, input }) => {
+			const rl = await ratelimit(
+				`insights:related:${context.user.id}`,
+				INSIGHT_READ_RATE_LIMIT,
+				INSIGHT_READ_RATE_WINDOW_SECS
+			);
+			if (!rl.success) {
+				throw rpcError.rateLimited(
+					Math.max(1, Math.ceil((rl.reset - Date.now()) / 1000))
+				);
+			}
+
 			const [current] = await db
 				.select({
 					organizationId: analyticsInsights.organizationId,
@@ -750,6 +775,7 @@ export const insightsRouter = {
 				organizationId: current.organizationId,
 				resource: "organization",
 				permissions: ["read"],
+				allowCrossOrg: true,
 			});
 
 			const rows = await db

From 94aa4d6d75bf07735c4ebace396a464870266ce4 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Fri, 10 Jul 2026 01:44:59 +0300
Subject: [PATCH 080/129] fix(dashboard): don't auto-open new-funnel dialog on
 demo routes

---
 apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

diff --git a/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx b/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx
index 30aad0fa5..c7261f1e2 100644
--- a/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx
@@ -66,11 +66,11 @@ export default function FunnelsPage() {
 	const searchParams = useSearchParams();
 
 	useEffect(() => {
-		if (searchParams.get("new") === "funnel") {
+		if (!isDemoRoute && searchParams.get("new") === "funnel") {
 			setEditing("new");
 			router.replace(pathname);
 		}
-	}, [searchParams, router, pathname]);
+	}, [searchParams, router, pathname, isDemoRoute]);
 
 	const {
 		analyticsMap,

From e67ecc51000fff2c0b218b9be6cccd6c176446d7 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Fri, 10 Jul 2026 19:48:08 +0300
Subject: [PATCH 081/129] feat(db): drift-lock agent/table registries to
 generated TABLE_COLUMNS
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Codegen now emits a runtime TABLE_COLUMNS map (qualified name -> columns) from the DDL.
A new test asserts TABLE_NAMES, AGENT_TENANT_COLUMN_BY_TABLE, AGENT_TABLE_COLUMNS, and
PROFILE_ID_TABLES all reference real tables/columns. It caught a phantom
'outgoing_links.path' in the agent allowlist (no such column) — removed. Also guards the
QUALIFIED_COLUMN regex groups for strict null-safety.
---
 packages/db/src/clickhouse/codegen.ts         |  13 ++-
 packages/db/src/clickhouse/schema-parse.ts    |  10 ++
 .../src/clickhouse/schema-registries.test.ts  |  46 ++++++++
 .../src/clickhouse/schema/tables.generated.ts | 109 ++++++++++--------
 packages/db/src/clickhouse/sql-validation.ts  |  15 +--
 5 files changed, 137 insertions(+), 56 deletions(-)
 create mode 100644 packages/db/src/clickhouse/schema-registries.test.ts

diff --git a/packages/db/src/clickhouse/codegen.ts b/packages/db/src/clickhouse/codegen.ts
index 77f288c8e..33c1d67a2 100644
--- a/packages/db/src/clickhouse/codegen.ts
+++ b/packages/db/src/clickhouse/codegen.ts
@@ -5,6 +5,7 @@ import {
 	isNullable,
 	type ParsedColumn,
 	parseColumns,
+	qualifiedNameOf,
 	readSql,
 	sqlFiles,
 	tableNameOf,
@@ -75,12 +76,13 @@ const tables = sqlFiles(SCHEMA_DIR, false)
 		const table = tableNameOf(sql);
 		return {
 			table,
+			qualified: qualifiedNameOf(sql),
 			rowIface: `${pascal(table)}Row`,
 			insertIface: `${pascal(table)}Insert`,
 			cols: parseColumns(sql),
 		};
 	})
-	.sort((a, b) => a.table.localeCompare(b.table));
+	.sort((a, b) => a.qualified.localeCompare(b.qualified));
 
 const header = `// Generated from packages/db/src/clickhouse/schema/**/*.sql — do not edit by hand.
 // Regenerate with \`bun run generate-db\` (repo root) or \`bun run generate\` in packages/db.
@@ -104,5 +106,12 @@ const registry = `export interface ClickHouseTables {\n${tables
 	.map((t) => `\t${t.table}: ${t.rowIface};`)
 	.join("\n")}\n}`;
 
-writeFileSync(OUT_FILE, `${header}\n${interfaces}\n\n${registry}\n`);
+const columnsConst = `export const TABLE_COLUMNS = {\n${tables
+	.map(
+		(t) =>
+			`\t"${t.qualified}": [${t.cols.map((c) => `"${c.name}"`).join(", ")}],`
+	)
+	.join("\n")}\n} as const satisfies Record<string, readonly string[]>;`;
+
+writeFileSync(OUT_FILE, `${header}\n${interfaces}\n\n${registry}\n\n${columnsConst}\n`);
 console.info(`Generated ${OUT_FILE} (${tables.length} tables)`);
diff --git a/packages/db/src/clickhouse/schema-parse.ts b/packages/db/src/clickhouse/schema-parse.ts
index 69ab509f7..9c28a9b5b 100644
--- a/packages/db/src/clickhouse/schema-parse.ts
+++ b/packages/db/src/clickhouse/schema-parse.ts
@@ -94,6 +94,16 @@ export function tableNameOf(sql: string): string {
 	return m[1];
 }
 
+export function qualifiedNameOf(sql: string): string {
+	const m = sql.match(
+		/CREATE\s+(?:TABLE|MATERIALIZED\s+VIEW)\s+(?:IF\s+NOT\s+EXISTS\s+)?(\w+)\.(\w+)/i
+	);
+	if (!m) {
+		throw new Error("Could not parse qualified table name");
+	}
+	return `${m[1]}.${m[2]}`;
+}
+
 export function parseColumns(sql: string): ParsedColumn[] {
 	const cols: ParsedColumn[] = [];
 	for (const item of splitTopLevel(firstParenGroup(sql).body)) {
diff --git a/packages/db/src/clickhouse/schema-registries.test.ts b/packages/db/src/clickhouse/schema-registries.test.ts
new file mode 100644
index 000000000..f2302e604
--- /dev/null
+++ b/packages/db/src/clickhouse/schema-registries.test.ts
@@ -0,0 +1,46 @@
+import { describe, expect, it } from "bun:test";
+import { TABLE_NAMES } from "./client";
+import { PROFILE_ID_TABLES } from "./identity";
+import { TABLE_COLUMNS } from "./schema/tables.generated";
+import {
+	AGENT_TABLE_COLUMNS,
+	AGENT_TENANT_COLUMN_BY_TABLE,
+} from "./sql-validation";
+
+const KNOWN_TABLES = new Set(Object.keys(TABLE_COLUMNS));
+const columnsOf = (table: string): ReadonlySet<string> =>
+	new Set(TABLE_COLUMNS[table as keyof typeof TABLE_COLUMNS] ?? []);
+
+describe("hand-maintained registries stay in sync with the generated DDL columns", () => {
+	it("TABLE_NAMES values are all real tables", () => {
+		for (const qualified of Object.values(TABLE_NAMES)) {
+			expect(KNOWN_TABLES).toContain(qualified);
+		}
+	});
+
+	it("AGENT_TENANT_COLUMN_BY_TABLE points at real tables and columns", () => {
+		for (const [table, tenantColumn] of Object.entries(
+			AGENT_TENANT_COLUMN_BY_TABLE
+		)) {
+			expect(KNOWN_TABLES).toContain(table);
+			expect([...columnsOf(table)]).toContain(tenantColumn);
+		}
+	});
+
+	it("every AGENT_TABLE_COLUMNS entry exists on its table", () => {
+		for (const [table, columns] of Object.entries(AGENT_TABLE_COLUMNS)) {
+			expect(KNOWN_TABLES).toContain(table);
+			const real = columnsOf(table);
+			for (const column of columns) {
+				expect([...real]).toContain(column);
+			}
+		}
+	});
+
+	it("PROFILE_ID_TABLES are real tables that carry profile_id", () => {
+		for (const table of PROFILE_ID_TABLES) {
+			expect(KNOWN_TABLES).toContain(table);
+			expect([...columnsOf(table)]).toContain("profile_id");
+		}
+	});
+});
diff --git a/packages/db/src/clickhouse/schema/tables.generated.ts b/packages/db/src/clickhouse/schema/tables.generated.ts
index 1efc6690a..1fae9d702 100644
--- a/packages/db/src/clickhouse/schema/tables.generated.ts
+++ b/packages/db/src/clickhouse/schema/tables.generated.ts
@@ -333,6 +333,52 @@ export interface RevenueInsert {
 	profile_id?: string;
 }
 
+export interface WebVitalsHourlyRow {
+	client_id: string;
+	path: string;
+	metric_name: string;
+	hour: string;
+	sample_count: number;
+	p75: number;
+	p50: number;
+	avg_value: number;
+	min_value: number;
+	max_value: number;
+}
+
+export interface WebVitalsHourlyInsert {
+	client_id: string;
+	path: string;
+	metric_name: string;
+	hour: number | string;
+	sample_count: number;
+	p75: number;
+	p50: number;
+	avg_value: number;
+	min_value: number;
+	max_value: number;
+}
+
+export interface WebVitalsSpansRow {
+	client_id: string;
+	anonymous_id: string;
+	session_id: string;
+	timestamp: string;
+	path: string;
+	metric_name: string;
+	metric_value: number;
+}
+
+export interface WebVitalsSpansInsert {
+	client_id: string;
+	anonymous_id: string;
+	session_id: string;
+	timestamp: number | string;
+	path: string;
+	metric_name: string;
+	metric_value: number;
+}
+
 export interface UptimeMonitorRow {
 	site_id: string;
 	url: string;
@@ -383,52 +429,6 @@ export interface UptimeMonitorInsert {
 	json_data?: string;
 }
 
-export interface WebVitalsHourlyRow {
-	client_id: string;
-	path: string;
-	metric_name: string;
-	hour: string;
-	sample_count: number;
-	p75: number;
-	p50: number;
-	avg_value: number;
-	min_value: number;
-	max_value: number;
-}
-
-export interface WebVitalsHourlyInsert {
-	client_id: string;
-	path: string;
-	metric_name: string;
-	hour: number | string;
-	sample_count: number;
-	p75: number;
-	p50: number;
-	avg_value: number;
-	min_value: number;
-	max_value: number;
-}
-
-export interface WebVitalsSpansRow {
-	client_id: string;
-	anonymous_id: string;
-	session_id: string;
-	timestamp: string;
-	path: string;
-	metric_name: string;
-	metric_value: number;
-}
-
-export interface WebVitalsSpansInsert {
-	client_id: string;
-	anonymous_id: string;
-	session_id: string;
-	timestamp: number | string;
-	path: string;
-	metric_name: string;
-	metric_value: number;
-}
-
 export interface ClickHouseTables {
 	ai_traffic_spans: AiTrafficSpansRow;
 	blocked_traffic: BlockedTrafficRow;
@@ -439,7 +439,22 @@ export interface ClickHouseTables {
 	link_visits: LinkVisitsRow;
 	outgoing_links: OutgoingLinksRow;
 	revenue: RevenueRow;
-	uptime_monitor: UptimeMonitorRow;
 	web_vitals_hourly: WebVitalsHourlyRow;
 	web_vitals_spans: WebVitalsSpansRow;
+	uptime_monitor: UptimeMonitorRow;
 }
+
+export const TABLE_COLUMNS = {
+	"analytics.ai_traffic_spans": ["client_id", "timestamp", "bot_type", "bot_name", "user_agent", "path", "referrer"],
+	"analytics.blocked_traffic": ["id", "client_id", "timestamp", "path", "url", "referrer", "method", "origin", "ip", "user_agent", "accept_header", "language", "block_reason", "block_category", "bot_name", "country", "region", "browser_name", "browser_version", "os_name", "os_version", "device_type", "payload_size", "created_at"],
+	"analytics.custom_events": ["owner_id", "website_id", "timestamp", "event_name", "namespace", "path", "properties", "anonymous_id", "session_id", "source", "profile_id"],
+	"analytics.daily_pageviews": ["client_id", "date", "pageviews"],
+	"analytics.error_spans": ["client_id", "anonymous_id", "session_id", "timestamp", "path", "message", "filename", "lineno", "colno", "stack", "error_type"],
+	"analytics.events": ["id", "client_id", "event_name", "anonymous_id", "time", "session_id", "referrer", "url", "path", "title", "ip", "user_agent", "browser_name", "browser_version", "os_name", "os_version", "device_type", "device_brand", "device_model", "viewport_size", "language", "timezone", "time_on_page", "country", "region", "city", "utm_source", "utm_medium", "utm_campaign", "utm_term", "utm_content", "gclid", "dom_ready_time", "ttfb", "request_time", "render_time", "scroll_depth", "interaction_count", "page_count", "properties", "created_at", "timestamp", "profile_id"],
+	"analytics.link_visits": ["id", "link_id", "timestamp", "referrer", "user_agent", "ip_hash", "country", "region", "city", "browser_name", "device_type"],
+	"analytics.outgoing_links": ["id", "client_id", "anonymous_id", "session_id", "href", "text", "properties", "timestamp"],
+	"analytics.revenue": ["owner_id", "website_id", "transaction_id", "provider", "type", "status", "amount", "original_amount", "original_currency", "currency", "anonymous_id", "session_id", "customer_id", "product_id", "product_name", "metadata", "created", "synced_at", "profile_id"],
+	"analytics.web_vitals_hourly": ["client_id", "path", "metric_name", "hour", "sample_count", "p75", "p50", "avg_value", "min_value", "max_value"],
+	"analytics.web_vitals_spans": ["client_id", "anonymous_id", "session_id", "timestamp", "path", "metric_name", "metric_value"],
+	"uptime.uptime_monitor": ["site_id", "url", "timestamp", "status", "http_code", "ttfb_ms", "total_ms", "attempt", "retries", "failure_streak", "response_bytes", "content_hash", "redirect_count", "probe_region", "probe_ip", "ssl_expiry", "ssl_valid", "env", "check_type", "user_agent", "error", "json_data"],
+} as const satisfies Record<string, readonly string[]>;
diff --git a/packages/db/src/clickhouse/sql-validation.ts b/packages/db/src/clickhouse/sql-validation.ts
index c3280ce68..1ab52e3c7 100644
--- a/packages/db/src/clickhouse/sql-validation.ts
+++ b/packages/db/src/clickhouse/sql-validation.ts
@@ -70,7 +70,6 @@ export const AGENT_TABLE_COLUMNS: Readonly<
 		"anonymous_id",
 		"session_id",
 		"timestamp",
-		"path",
 		"href",
 		"text",
 	]),
@@ -472,19 +471,21 @@ export function validateAgentSQL(sql: string): {
 	QUALIFIED_COLUMN.lastIndex = 0;
 	let qm = QUALIFIED_COLUMN.exec(sanitized);
 	while (qm) {
-		const alias = qm[1].toLowerCase();
-		const col = qm[2].toLowerCase();
-		const table = aliasToTable.get(alias);
+		const [, aliasRaw, colRaw] = qm;
+		qm = QUALIFIED_COLUMN.exec(sanitized);
+		if (!(aliasRaw && colRaw)) {
+			continue;
+		}
+		const table = aliasToTable.get(aliasRaw.toLowerCase());
 		if (table) {
 			const validCols = AGENT_TABLE_COLUMNS[table];
-			if (validCols && !validCols.has(col)) {
+			if (validCols && !validCols.has(colRaw.toLowerCase())) {
 				return {
 					valid: false,
-					reason: `Column "${qm[2]}" does not exist on ${table}. Valid columns: ${[...validCols].join(", ")}.`,
+					reason: `Column "${colRaw}" does not exist on ${table}. Valid columns: ${[...validCols].join(", ")}.`,
 				};
 			}
 		}
-		qm = QUALIFIED_COLUMN.exec(sanitized);
 	}
 
 	const selectCount = sanitized.match(SELECT_KEYWORD_PATTERN)?.length ?? 0;

From b351bc062190dc6cc38ac48a2c7cb8efb9403a36 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Fri, 10 Jul 2026 19:54:10 +0300
Subject: [PATCH 082/129] fix(ai): drop phantom outgoing_links.path from schema
 prompt, drift-test against DDL

New test locks the Analytics table map and prompt key columns to the generated
TABLE_COLUMNS; it caught outgoing_links.path (no such column) advertised to the model.
---
 .../src/ai/prompts/clickhouse-schema.test.ts  | 28 +++++++++++++++++++
 .../ai/src/ai/prompts/clickhouse-schema.ts    |  3 +-
 2 files changed, 29 insertions(+), 2 deletions(-)
 create mode 100644 packages/ai/src/ai/prompts/clickhouse-schema.test.ts

diff --git a/packages/ai/src/ai/prompts/clickhouse-schema.test.ts b/packages/ai/src/ai/prompts/clickhouse-schema.test.ts
new file mode 100644
index 000000000..f0e72b310
--- /dev/null
+++ b/packages/ai/src/ai/prompts/clickhouse-schema.test.ts
@@ -0,0 +1,28 @@
+import { TABLE_COLUMNS } from "@databuddy/db/clickhouse/tables";
+import { describe, expect, it } from "bun:test";
+import { Analytics } from "../../types/tables";
+import { ANALYTICS_TABLES } from "./clickhouse-schema";
+
+const KNOWN_TABLES = new Set(Object.keys(TABLE_COLUMNS));
+const columnsOf = (table: string): ReadonlySet<string> =>
+	new Set(TABLE_COLUMNS[table as keyof typeof TABLE_COLUMNS] ?? []);
+
+describe("AI schema references stay in sync with the generated DDL columns", () => {
+	it("Analytics table map points at real tables", () => {
+		for (const qualified of Object.values(Analytics)) {
+			expect(KNOWN_TABLES).toContain(qualified);
+		}
+	});
+
+	it("prompt tables and their key columns are all real", () => {
+		for (const table of ANALYTICS_TABLES) {
+			expect(KNOWN_TABLES).toContain(table.name);
+			const real = columnsOf(table.name);
+			for (const entry of table.keyColumns) {
+				const column = entry.match(/^(\w+)/)?.[1];
+				expect(column).toBeTruthy();
+				expect([...real]).toContain(column as string);
+			}
+		}
+	});
+});
diff --git a/packages/ai/src/ai/prompts/clickhouse-schema.ts b/packages/ai/src/ai/prompts/clickhouse-schema.ts
index 8e68e5957..13b32b49a 100644
--- a/packages/ai/src/ai/prompts/clickhouse-schema.ts
+++ b/packages/ai/src/ai/prompts/clickhouse-schema.ts
@@ -24,7 +24,7 @@ interface TableDef {
 	section: SchemaSection;
 }
 
-const ANALYTICS_TABLES: TableDef[] = [
+export const ANALYTICS_TABLES: TableDef[] = [
 	{
 		name: "analytics.events",
 		section: "events",
@@ -147,7 +147,6 @@ const ANALYTICS_TABLES: TableDef[] = [
 			"anonymous_id (String)",
 			"session_id (String)",
 			"timestamp (DateTime64)",
-			"path (String) - Page the link was clicked from",
 			"href (String) - Destination URL",
 			"text (String) - Link text",
 		],

From 0a52ec043f1a1bccf5be5f4e54dd69cdad231c48 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Fri, 10 Jul 2026 19:54:17 +0300
Subject: [PATCH 083/129] fix(dashboard): drop phantom events.load_time from
 query-builder schema, drift-test against DDL

New test locks each query-builder table/column to the generated TABLE_COLUMNS; it caught
events.load_time (no such column) exposed as a filterable field in the UI.
---
 .../schema/analytics-tables.test.ts           | 22 +++++++++++++++++++
 .../_components/schema/analytics-tables.ts    |  1 -
 2 files changed, 22 insertions(+), 1 deletion(-)
 create mode 100644 apps/dashboard/app/(main)/websites/[id]/test/_components/schema/analytics-tables.test.ts

diff --git a/apps/dashboard/app/(main)/websites/[id]/test/_components/schema/analytics-tables.test.ts b/apps/dashboard/app/(main)/websites/[id]/test/_components/schema/analytics-tables.test.ts
new file mode 100644
index 000000000..ebb698300
--- /dev/null
+++ b/apps/dashboard/app/(main)/websites/[id]/test/_components/schema/analytics-tables.test.ts
@@ -0,0 +1,22 @@
+import { TABLE_COLUMNS } from "@databuddy/db/clickhouse/tables";
+import { describe, expect, it } from "bun:test";
+import { ANALYTICS_TABLES } from "./analytics-tables";
+
+const KNOWN_TABLES = new Set(Object.keys(TABLE_COLUMNS));
+const columnsOf = (table: string): ReadonlySet<string> =>
+	new Set(TABLE_COLUMNS[table as keyof typeof TABLE_COLUMNS] ?? []);
+
+describe("query-builder schema stays in sync with the generated DDL columns", () => {
+	for (const table of ANALYTICS_TABLES) {
+		const qualified = `${table.database}.${table.name}`;
+		it(`${qualified} references only real columns`, () => {
+			expect(KNOWN_TABLES).toContain(qualified);
+			const real = columnsOf(qualified);
+			expect([...real]).toContain(table.clientIdField);
+			expect([...real]).toContain(table.primaryTimeField);
+			for (const column of table.columns) {
+				expect([...real]).toContain(column.name);
+			}
+		});
+	}
+});
diff --git a/apps/dashboard/app/(main)/websites/[id]/test/_components/schema/analytics-tables.ts b/apps/dashboard/app/(main)/websites/[id]/test/_components/schema/analytics-tables.ts
index 37a227408..5b8c5e5b4 100644
--- a/apps/dashboard/app/(main)/websites/[id]/test/_components/schema/analytics-tables.ts
+++ b/apps/dashboard/app/(main)/websites/[id]/test/_components/schema/analytics-tables.ts
@@ -102,7 +102,6 @@ const EVENTS_TABLE: TableDefinition = {
 		col("utm_campaign", "string", "UTM Campaign", { nullable: true }),
 
 		// Performance
-		col("load_time", "number", "Load Time (ms)", { nullable: true }),
 		col("ttfb", "number", "Time to First Byte (ms)", { nullable: true }),
 	],
 };

From 293cb3ad5fee49e41e786cac149ffdb042a6dddc Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Fri, 10 Jul 2026 20:36:59 +0300
Subject: [PATCH 084/129] chore(api): delete unused duplicate ClickHouse tables
 type map
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

apps/api/src/types/tables.ts had zero importers — a stale copy of the live,
drift-tested definition in packages/ai. Removing it closes the last un-locked
schema duplicate.
---
 apps/api/src/types/tables.ts | 38 ------------------------------------
 1 file changed, 38 deletions(-)
 delete mode 100644 apps/api/src/types/tables.ts

diff --git a/apps/api/src/types/tables.ts b/apps/api/src/types/tables.ts
deleted file mode 100644
index acb7ea985..000000000
--- a/apps/api/src/types/tables.ts
+++ /dev/null
@@ -1,38 +0,0 @@
-import type {
-	BlockedTrafficRow,
-	CustomEventsRow,
-	ErrorSpansRow,
-	EventsRow,
-	OutgoingLinksRow,
-	RevenueRow,
-	UptimeMonitorRow,
-	WebVitalsHourlyRow,
-	WebVitalsSpansRow,
-} from "@databuddy/db/clickhouse/tables";
-
-export const Analytics = {
-	events: "analytics.events",
-	error_spans: "analytics.error_spans",
-	web_vitals_spans: "analytics.web_vitals_spans",
-	web_vitals_hourly: "analytics.web_vitals_hourly",
-	custom_events: "analytics.custom_events",
-	blocked_traffic: "analytics.blocked_traffic",
-	outgoing_links: "analytics.outgoing_links",
-	link_visits: "analytics.link_visits",
-	uptime_monitor: "uptime.uptime_monitor",
-	revenue: "analytics.revenue",
-} as const;
-
-export type AnalyticsTable = (typeof Analytics)[keyof typeof Analytics];
-
-export interface TableFieldsMap {
-	"analytics.blocked_traffic": keyof BlockedTrafficRow;
-	"analytics.custom_events": keyof CustomEventsRow;
-	"analytics.error_spans": keyof ErrorSpansRow;
-	"analytics.events": keyof EventsRow;
-	"analytics.outgoing_links": keyof OutgoingLinksRow;
-	"analytics.revenue": keyof RevenueRow;
-	"analytics.web_vitals_hourly": keyof WebVitalsHourlyRow;
-	"analytics.web_vitals_spans": keyof WebVitalsSpansRow;
-	"uptime.uptime_monitor": keyof UptimeMonitorRow;
-}

From 3b4855e2c6e4915a2f2784c3fbdaaf83d6a8a033 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:03:43 +0300
Subject: [PATCH 085/129] fix(email): clarify transactional messages and
 delivery failures

---
 apps/api/src/routes/webhooks/autumn.test.ts   | 233 ++++++++++++++-
 apps/api/src/routes/webhooks/autumn.ts        | 281 +++++++++++++++---
 .../src/lib/blocked-traffic-alerts.test.ts    |   8 +
 apps/basket/src/lib/blocked-traffic-alerts.ts |  81 ++---
 .../src/uptime-transition-alerts.test.ts      |  82 +++++
 apps/uptime/src/uptime-transition-alerts.ts   | 181 ++++++++---
 packages/auth/src/auth.ts                     | 244 ++++++++-------
 .../email/src/emails/auth-email-copy.test.tsx |  70 +++++
 .../email/src/emails/auth-email-expiry.ts     |  17 ++
 .../email/src/emails/delete-account-email.tsx |  20 +-
 packages/email/src/emails/email-brand.test.ts |  38 +++
 packages/email/src/emails/email-brand.ts      |   6 +-
 packages/email/src/emails/index.ts            |   2 +
 .../email/src/emails/invitation-email.tsx     |  44 ++-
 .../email/src/emails/magic-link-email.tsx     |  15 +-
 packages/email/src/emails/otp-email.tsx       | 123 +++++---
 .../email/src/emails/reset-password-email.tsx |  11 +-
 .../src/emails/uptime-alert-email.test.tsx    |  12 +-
 .../email/src/emails/uptime-alert-email.tsx   |  10 +-
 .../email/src/emails/usage-alert-email.tsx    | 104 +++++--
 .../src/emails/usage-email-copy.test.tsx      |  53 ++++
 .../email/src/emails/usage-email-utils.ts     |  27 ++
 .../email/src/emails/usage-limit-email.tsx    | 125 +++++---
 .../email/src/emails/verification-email.tsx   |  11 +-
 .../src/__tests__/alarm-config.test.ts        |  38 +++
 .../src/__tests__/providers/email.test.ts     |  53 ++++
 .../src/__tests__/providers/slack.test.ts     |  37 +++
 .../src/__tests__/templates/uptime.test.ts    |   4 +-
 packages/notifications/src/alarm-config.ts    |  10 +-
 packages/notifications/src/client.ts          |  12 +-
 packages/notifications/src/providers/email.ts |  26 +-
 packages/notifications/src/providers/slack.ts | 123 +++++---
 .../notifications/src/templates/uptime.ts     |   4 +-
 packages/rpc/src/index.ts                     |   1 +
 packages/rpc/src/routers/alarms.ts            |   4 +-
 35 files changed, 1651 insertions(+), 459 deletions(-)
 create mode 100644 packages/email/src/emails/auth-email-copy.test.tsx
 create mode 100644 packages/email/src/emails/auth-email-expiry.ts
 create mode 100644 packages/email/src/emails/email-brand.test.ts
 create mode 100644 packages/email/src/emails/usage-email-copy.test.tsx
 create mode 100644 packages/email/src/emails/usage-email-utils.ts
 create mode 100644 packages/notifications/src/__tests__/providers/email.test.ts
 create mode 100644 packages/notifications/src/__tests__/providers/slack.test.ts

diff --git a/apps/api/src/routes/webhooks/autumn.test.ts b/apps/api/src/routes/webhooks/autumn.test.ts
index c378d1324..242fd42f7 100644
--- a/apps/api/src/routes/webhooks/autumn.test.ts
+++ b/apps/api/src/routes/webhooks/autumn.test.ts
@@ -1,6 +1,16 @@
 import { beforeEach, describe, expect, it, vi } from "vitest";
 
 const state = vi.hoisted(() => ({
+	check: vi.fn(async () => ({
+		allowed: true,
+		balance: {
+			granted: 10_000,
+			nextResetAt: Date.UTC(2026, 7, 1),
+			overageAllowed: false,
+			remaining: 2000,
+			usage: 8000,
+		},
+	})),
 	inserted: [] as Record<string, unknown>[],
 	log: {
 		error: vi.fn(),
@@ -8,6 +18,14 @@ const state = vi.hoisted(() => ({
 		warn: vi.fn(),
 	},
 	operations: [] as string[],
+	ownedOrganizations: [] as Array<{
+		organizationId: string;
+		organization: {
+			emailNotifications: { billing?: { usageWarnings?: boolean } };
+			id: string;
+			name: string;
+		};
+	}>,
 	recentRows: [] as Array<{ id: string }>,
 	send: vi.fn(async () => ({ data: { id: "email-1" }, error: null })),
 	userRow: { email: "customer@example.com", name: "Customer" } as {
@@ -18,18 +36,22 @@ const state = vi.hoisted(() => ({
 
 vi.mock("@databuddy/db", () => ({
 	and: (...conditions: unknown[]) => ({ conditions }),
-	db: {
-		query: {
-			member: { findMany: vi.fn(async () => []) },
+		db: {
+			query: {
+				member: {
+					findMany: vi.fn(async () => state.ownedOrganizations),
+				},
 			organization: { findFirst: vi.fn(async () => null) },
 			user: { findFirst: vi.fn(async () => state.userRow) },
 		},
 	},
 	eq: (field: unknown, value: unknown) => ({ field, op: "eq", value }),
 	gt: (field: unknown, value: unknown) => ({ field, op: "gt", value }),
-	normalizeEmailNotificationSettings: () => ({
-		billing: { usageWarnings: true },
-	}),
+		normalizeEmailNotificationSettings: (raw?: {
+			billing?: { usageWarnings?: boolean };
+		}) => ({
+			billing: { usageWarnings: raw?.billing?.usageWarnings ?? true },
+		}),
 	sql: (strings: TemplateStringsArray, ...values: unknown[]) => ({
 		strings: Array.from(strings),
 		values,
@@ -92,6 +114,10 @@ vi.mock("@databuddy/redis", () => ({
 	invalidateBillingOwnerCaches: vi.fn(async () => ({ attempted: 0, failed: 0 })),
 }));
 
+vi.mock("@databuddy/rpc", () => ({
+	getAutumn: () => ({ check: state.check }),
+}));
+
 vi.mock("@databuddy/services/billing-lifecycle", () => ({
 	recordPlanChange: vi.fn(async () => undefined),
 }));
@@ -126,14 +152,34 @@ vi.mock("../../lib/tracing", () => ({
 	mergeWideEvent: vi.fn(),
 }));
 
-import { sendAlertEmail } from "./autumn";
+import { UsageAlertEmail, UsageLimitEmail } from "@databuddy/email";
+import {
+	handleLimitReached,
+	handleUsageAlert,
+	sendAlertEmail,
+} from "./autumn";
 
 beforeEach(() => {
+	process.env.RESEND_API_KEY = "test-resend-key";
 	state.inserted = [];
 	state.operations = [];
+	state.ownedOrganizations = [];
 	state.recentRows = [];
 	state.userRow = { email: "customer@example.com", name: "Customer" };
 	state.send.mockClear();
+	state.check.mockClear();
+	state.check.mockResolvedValue({
+		allowed: true,
+		balance: {
+			granted: 10_000,
+			nextResetAt: Date.UTC(2026, 7, 1),
+			overageAllowed: false,
+			remaining: 2000,
+			usage: 8000,
+		},
+	});
+	vi.mocked(UsageAlertEmail).mockClear();
+	vi.mocked(UsageLimitEmail).mockClear();
 	state.send.mockImplementation(async () => {
 		state.operations.push("send");
 		return { data: { id: "email-1" }, error: null };
@@ -152,6 +198,7 @@ describe("sendAlertEmail", () => {
 			cooldownKey: "events",
 			customerId: "user-1",
 			react: { type: "email" } as never,
+			recipient: { email: "member@example.com" },
 			subject: "Limit reached",
 		});
 
@@ -167,24 +214,182 @@ describe("sendAlertEmail", () => {
 			cooldownKey: "events",
 			customerId: "user-1",
 			react: { type: "email" } as never,
+			recipient: { email: "member@example.com" },
 			subject: "Limit reached",
 		});
 
 		expect(result).toEqual({ success: true, message: "Email sent" });
 		expect(state.operations).toEqual(["lock", "select", "send", "insert"]);
-		expect(state.send).toHaveBeenCalledWith({
-			from: "alerts@databuddy.cc",
-			to: "customer@example.com",
-			subject: "Limit reached",
-			html: "<html />",
-		});
+			expect(state.send).toHaveBeenCalledWith({
+				from: "alerts@databuddy.cc",
+				to: "member@example.com",
+				subject: "Limit reached",
+				html: "<html />",
+				text: "<html />",
+			});
 		expect(state.inserted).toEqual([
 			expect.objectContaining({
 				alertType: "included",
-				emailSentTo: "customer@example.com",
+					emailSentTo: "member@example.com",
 				featureId: "events",
 				userId: "user-1",
 			}),
 		]);
 	});
+
+	it("does not record a delivery when Resend rejects the email", async () => {
+		state.send.mockResolvedValueOnce({
+			data: null,
+			error: { message: "provider unavailable" },
+		});
+
+		const result = await sendAlertEmail({
+			alertType: "included",
+			cooldownKey: "events",
+			customerId: "user-1",
+			react: { type: "email" } as never,
+			recipient: { email: "member@example.com" },
+			subject: "Limit reached",
+		});
+
+		expect(result).toEqual({
+			success: false,
+			message: "Alert email delivery failed",
+		});
+		expect(state.operations).toEqual(["lock", "select"]);
+		expect(state.inserted).toEqual([]);
+	});
+
+	it("reports delivery unavailable when Resend is not configured", async () => {
+		delete process.env.RESEND_API_KEY;
+
+		const result = await sendAlertEmail({
+			alertType: "included",
+			cooldownKey: "events",
+			customerId: "user-1",
+			react: { type: "email" } as never,
+			recipient: { email: "member@example.com" },
+			subject: "Limit reached",
+		});
+
+		expect(result).toEqual({
+			success: false,
+			message: "Alert email delivery unavailable",
+		});
+		expect(state.send).not.toHaveBeenCalled();
+	});
+});
+
+describe("Autumn usage emails", () => {
+	beforeEach(() => {
+		state.ownedOrganizations = [
+			{
+				organizationId: "org-1",
+				organization: {
+					emailNotifications: { billing: { usageWarnings: true } },
+					id: "org-1",
+					name: "Acme",
+				},
+			},
+		];
+	});
+
+	it("uses live balance data and purpose-based Databunny wording", async () => {
+		state.userRow = { email: "recipient@example.com", name: "Recipient" };
+		state.check.mockResolvedValueOnce({
+			allowed: true,
+			balance: {
+				granted: 350,
+				nextResetAt: Date.UTC(2026, 7, 1),
+				overageAllowed: false,
+				remaining: 62,
+				usage: 288,
+			},
+		});
+
+		await handleUsageAlert({
+			customer_id: "user-1",
+			entity_id: "org-1",
+			feature_id: "agent_credits",
+			usage_alert: {
+				name: "AI notice",
+				threshold: 80,
+				threshold_type: "usage_percentage",
+			},
+		});
+
+		expect(UsageAlertEmail).toHaveBeenCalledWith(
+			expect.objectContaining({
+				featureName: "Databunny usage",
+				limitAmount: 350,
+				organizationName: "Acme",
+				remainingAmount: 62,
+				usageAmount: 288,
+				usageUnit: "allowance units",
+			})
+		);
+		expect(UsageAlertEmail).not.toHaveBeenCalledWith(
+			expect.objectContaining({ userName: expect.anything() })
+		);
+		expect(state.send).toHaveBeenCalledWith(
+			expect.objectContaining({
+				subject: "Databunny usage is at 82%",
+				to: "recipient@example.com",
+			})
+		);
+	});
+
+	it("handles an actual hard limit and tells the template whether use is paused", async () => {
+		state.check.mockResolvedValueOnce({
+			allowed: false,
+			balance: {
+				granted: 350,
+				nextResetAt: Date.UTC(2026, 7, 1),
+				overageAllowed: false,
+				remaining: 0,
+				usage: 350,
+			},
+		});
+
+		await handleLimitReached({
+			customer_id: "user-1",
+			entity_id: "org-1",
+			feature_id: "agent_credits",
+			limit_type: "spend_limit",
+		});
+
+		expect(UsageLimitEmail).toHaveBeenCalledWith(
+			expect.objectContaining({
+				featureName: "Databunny usage",
+				isAvailable: false,
+				limitAmount: 350,
+				limitType: "spend_limit",
+				usageAmount: 350,
+			})
+		);
+		expect(state.send).toHaveBeenCalledWith(
+			expect.objectContaining({
+				subject: "[Action required] Databunny usage is paused",
+			})
+		);
+	});
+
+	it("honors the resolved organization's billing email preference", async () => {
+		state.ownedOrganizations[0]!.organization.emailNotifications = {
+			billing: { usageWarnings: false },
+		};
+
+		const result = await handleLimitReached({
+			customer_id: "user-1",
+			entity_id: "org-1",
+			feature_id: "events",
+			limit_type: "included",
+		});
+
+		expect(result).toEqual({
+			success: true,
+			message: "Billing usage emails disabled",
+		});
+		expect(state.send).not.toHaveBeenCalled();
+	});
 });
diff --git a/apps/api/src/routes/webhooks/autumn.ts b/apps/api/src/routes/webhooks/autumn.ts
index c41653c30..a24de858d 100644
--- a/apps/api/src/routes/webhooks/autumn.ts
+++ b/apps/api/src/routes/webhooks/autumn.ts
@@ -17,6 +17,7 @@ import {
 	invalidateAgentContextSnapshotsForOwner,
 	invalidateBillingOwnerCaches,
 } from "@databuddy/redis";
+import { getAutumn } from "@databuddy/rpc";
 import { recordPlanChange } from "@databuddy/services/billing-lifecycle";
 import { Elysia } from "elysia";
 import { useLogger } from "evlog/elysia";
@@ -31,18 +32,19 @@ const COOLDOWN_MS = 7 * 24 * 60 * 60 * 1000;
 const SVIX_SECRET = process.env.AUTUMN_WEBHOOK_SECRET;
 const SLACK_URL = process.env.SLACK_WEBHOOK_URL ?? "";
 
-const resend = new Resend(process.env.RESEND_API_KEY);
 const svix = SVIX_SECRET ? new Webhook(SVIX_SECRET) : null;
 const slack = SLACK_URL ? new SlackProvider({ webhookUrl: SLACK_URL }) : null;
 
 const limitReachedSchema = z.object({
 	customer_id: z.string(),
+	entity_id: z.string().optional(),
 	feature_id: z.string(),
 	limit_type: z.enum(["included", "max_purchase", "spend_limit"]),
 });
 
 const usageAlertSchema = z.object({
 	customer_id: z.string(),
+	entity_id: z.string().optional(),
 	feature_id: z.string(),
 	usage_alert: z.object({
 		name: z.string().optional(),
@@ -92,23 +94,39 @@ interface WebhookResult {
 	success: boolean;
 }
 
-async function getOrganizationEmailSettings(customerId: string) {
-	const row = await db.query.organization.findFirst({
-		where: { id: customerId },
-		columns: { emailNotifications: true },
-	});
-	return normalizeEmailNotificationSettings(row?.emailNotifications);
+interface BillingRecipient {
+	email: string | null;
+}
+
+interface BillingOrganizationContext {
+	emailNotifications: Parameters<typeof normalizeEmailNotificationSettings>[0];
+	id: string;
+	name: string;
+}
+
+interface UsageSnapshot {
+	granted: number;
+	isAvailable: boolean;
+	nextResetAt: number | null;
+	overageAllowed: boolean;
+	remaining: number;
+	usage: number;
+}
+
+interface BillingFeatureCopy {
+	description: string;
+	name: string;
+	pausedActivity: string;
+	unit: string;
 }
 
-const getUserData = cacheable(
-	async (
-		customerId: string
-	): Promise<{ email: string | null; name: string | null }> => {
+const getBillingRecipient = cacheable(
+	async (customerId: string): Promise<BillingRecipient> => {
 		const row = await db.query.user.findFirst({
 			where: { id: customerId },
-			columns: { email: true, name: true },
+			columns: { email: true },
 		});
-		return { email: row?.email ?? null, name: row?.name ?? null };
+		return { email: row?.email ?? null };
 	},
 	{
 		expireInSec: 300,
@@ -118,8 +136,105 @@ const getUserData = cacheable(
 	}
 );
 
-function formatFeatureId(id: string): string {
-	return id.replace(/_/g, " ").replace(/\b\w/g, (c) => c.toUpperCase());
+export async function resolveBillingOrganization(
+	customerId: string,
+	entityId?: string
+): Promise<BillingOrganizationContext | null> {
+	const memberships = await db.query.member.findMany({
+		where: { userId: customerId, role: "owner" },
+		columns: { organizationId: true },
+		with: {
+			organization: {
+				columns: { id: true, name: true, emailNotifications: true },
+			},
+		},
+	});
+
+	const candidates = entityId
+		? memberships.filter((row) => row.organizationId === entityId)
+		: memberships;
+	if (candidates.length !== 1) {
+		return null;
+	}
+
+	const organization = candidates[0]?.organization;
+	return organization
+		? {
+				emailNotifications: organization.emailNotifications,
+				id: organization.id,
+				name: organization.name,
+			}
+		: null;
+}
+
+function getFeatureCopy(featureId: string): BillingFeatureCopy {
+	if (featureId === "agent_credits") {
+		return {
+			description:
+				"This allowance powers Databunny questions and AI analysis. More complex work uses more of it.",
+			name: "Databunny usage",
+			pausedActivity: "Databunny questions and AI analysis",
+			unit: "allowance units",
+		};
+	}
+
+	if (featureId === "events") {
+		return {
+			description:
+				"Events include page views, custom events, errors, and Web Vitals collected by Databuddy.",
+			name: "Event tracking",
+			pausedActivity: "new event collection",
+			unit: "events",
+		};
+	}
+
+	const label = featureId.replaceAll(/[_-]+/g, " ").trim() || "Feature";
+	return {
+		description: `This allowance controls how much ${label} your plan can use.`,
+		name: `${label[0]?.toUpperCase() ?? ""}${label.slice(1)} usage`,
+		pausedActivity: label,
+		unit: "units",
+	};
+}
+
+async function getUsageSnapshot(
+	customerId: string,
+	featureId: string
+): Promise<UsageSnapshot | null> {
+	try {
+		const response = await getAutumn().check({ customerId, featureId });
+		const balance = response.balance;
+		if (!balance) {
+			return null;
+		}
+		return {
+			granted: balance.granted,
+			isAvailable: response.allowed,
+			nextResetAt: balance.nextResetAt,
+			overageAllowed: balance.overageAllowed,
+			remaining: balance.remaining,
+			usage: balance.usage,
+		};
+	} catch (error) {
+		useLogger().error(
+			error instanceof Error ? error : new Error(String(error)),
+			{ autumn: { step: "load_usage", customerId, featureId } }
+		);
+		return null;
+	}
+}
+
+function formatUsageNumber(value: number): string {
+	return new Intl.NumberFormat("en-US", { maximumFractionDigits: 1 }).format(
+		value
+	);
+}
+
+function usagePercentage(snapshot: UsageSnapshot): number | null {
+	if (snapshot.granted <= 0) {
+		return null;
+	}
+	return Math.round((snapshot.usage / snapshot.granted) * 100);
 }
 
 export async function sendAlertEmail(opts: {
@@ -128,19 +243,29 @@ export async function sendAlertEmail(opts: {
 	alertType: string;
 	subject: string;
 	react: React.ReactElement;
+	recipient: BillingRecipient;
 }): Promise<WebhookResult> {
 	const log = useLogger();
-	const { customerId, cooldownKey, alertType, subject, react } = opts;
+	const { customerId, cooldownKey, alertType, subject, react, recipient } =
+		opts;
 
-	const { email } = await getUserData(customerId);
+	const { email } = recipient;
 	if (!email) {
 		log.warn("No email for customer", {
 			autumn: { customerId, cooldownKey },
 		});
 		return { success: true, message: "No notification recipient found" };
 	}
+	const resendApiKey = process.env.RESEND_API_KEY;
+	if (!resendApiKey) {
+		log.error(new Error("RESEND_API_KEY is not configured"), {
+			autumn: { customerId, cooldownKey, step: "email_configuration" },
+		});
+		return { success: false, message: "Alert email delivery unavailable" };
+	}
+	const resend = new Resend(resendApiKey);
 
-	return withTransaction(async (tx) => {
+	return await withTransaction(async (tx) => {
 		await tx.execute(
 			sql`SELECT pg_advisory_xact_lock(hashtextextended(${`usage-alert:${customerId}:${cooldownKey}`}, 0))`
 		);
@@ -165,12 +290,16 @@ export async function sendAlertEmail(opts: {
 			return { success: true, message: "Already sent recently" };
 		}
 
-		const html = await render(react);
+		const [html, text] = await Promise.all([
+			render(react),
+			render(react, { plainText: true }),
+		]);
 		const result = await resend.emails.send({
 			from: config.email.alertsFrom,
 			to: email,
 			subject,
 			html,
+			text,
 		});
 
 		if (result.error) {
@@ -221,42 +350,93 @@ async function invalidatePlanCaches(customerId: string | null): Promise<void> {
 	}
 }
 
-function handleLimitReached(
+export async function handleLimitReached(
 	data: LimitReachedData
-): Promise<WebhookResult> | WebhookResult {
-	const { customer_id, feature_id, limit_type } = data;
-
-	if (limit_type !== "included") {
-		return { success: true, message: `Skipped ${limit_type} limit` };
+): Promise<WebhookResult> {
+	const { customer_id, entity_id, feature_id, limit_type } = data;
+	const [recipient, organization, snapshot] = await Promise.all([
+		getBillingRecipient(customer_id),
+		resolveBillingOrganization(customer_id, entity_id),
+		getUsageSnapshot(customer_id, feature_id),
+	]);
+
+	if (
+		organization &&
+		!normalizeEmailNotificationSettings(organization.emailNotifications).billing
+			.usageWarnings
+	) {
+		return { success: true, message: "Billing usage emails disabled" };
+	}
+	if (!organization) {
+		useLogger().warn("Could not resolve billing organization", {
+			autumn: { customerId: customer_id, entityId: entity_id },
+		});
+	}
+	if (!snapshot) {
+		return { success: false, message: "Current usage is unavailable" };
 	}
 
-	const featureName = formatFeatureId(feature_id);
+	const feature = getFeatureCopy(feature_id);
+	const isHardStop = !snapshot.isAvailable;
+	const subject = isHardStop
+		? `[Action required] ${feature.name} is paused`
+		: `${feature.name}: included allowance used`;
 	mergeWideEvent({ customer_id, feature_id, limit_type });
 
 	return sendAlertEmail({
 		customerId: customer_id,
-		cooldownKey: feature_id,
+		cooldownKey: `${feature_id}:limit:${limit_type}`,
 		alertType: limit_type,
-		subject: `[Action required] ${featureName} limit reached — upgrade to continue tracking`,
+		subject,
 		react: UsageLimitEmail({
-			featureName,
-			thresholdType: "limit_reached",
+			featureDescription: feature.description,
+			featureName: feature.name,
+			isAvailable: snapshot.isAvailable,
+			limitAmount: snapshot.granted,
+			limitType: limit_type,
+			nextResetAt: snapshot.nextResetAt,
+			organizationName: organization?.name,
+			overageAllowed: snapshot.overageAllowed,
+			pausedActivity: feature.pausedActivity,
+			remainingAmount: snapshot.remaining,
+			usageAmount: snapshot.usage,
+			usageUnit: feature.unit,
 		}),
+		recipient,
 	});
 }
 
-async function handleUsageAlert(data: UsageAlertData): Promise<WebhookResult> {
-	const { customer_id, feature_id, usage_alert } = data;
-	const settings = await getOrganizationEmailSettings(customer_id);
-	if (!settings.billing.usageWarnings) {
-		return { success: true, message: "Usage warning emails disabled" };
+export async function handleUsageAlert(
+	data: UsageAlertData
+): Promise<WebhookResult> {
+	const { customer_id, entity_id, feature_id, usage_alert } = data;
+	const [recipient, organization, snapshot] = await Promise.all([
+		getBillingRecipient(customer_id),
+		resolveBillingOrganization(customer_id, entity_id),
+		getUsageSnapshot(customer_id, feature_id),
+	]);
+	if (
+		organization &&
+		!normalizeEmailNotificationSettings(organization.emailNotifications).billing
+			.usageWarnings
+	) {
+		return { success: true, message: "Billing usage emails disabled" };
+	}
+	if (!organization) {
+		useLogger().warn("Could not resolve billing organization", {
+			autumn: { customerId: customer_id, entityId: entity_id },
+		});
 	}
-	const featureName = formatFeatureId(feature_id);
-	const isPercentage =
-		usage_alert.threshold_type === "usage_percentage_threshold";
-	const label = isPercentage
-		? `${usage_alert.threshold}%`
-		: String(usage_alert.threshold);
+	if (!snapshot) {
+		return { success: false, message: "Current usage is unavailable" };
+	}
+
+	const feature = getFeatureCopy(feature_id);
+	const percentage = usagePercentage(snapshot);
+	const subject =
+		percentage === null
+			? `${feature.name}: ${formatUsageNumber(snapshot.usage)} ${feature.unit} used`
+			: `${feature.name} is at ${percentage}%`;
 
 	mergeWideEvent({
 		customer_id,
@@ -267,15 +447,22 @@ async function handleUsageAlert(data: UsageAlertData): Promise<WebhookResult> {
 
 	return sendAlertEmail({
 		customerId: customer_id,
-		cooldownKey: `${feature_id}_alert_${usage_alert.threshold}`,
+		cooldownKey: `${feature_id}:alert:${usage_alert.threshold_type}:${usage_alert.threshold}`,
 		alertType: `usage_alert_${usage_alert.threshold_type}`,
-		subject: `[Action required] You've used ${label} of your ${featureName.toLowerCase()}`,
+		subject,
 		react: UsageAlertEmail({
-			featureName,
-			threshold: usage_alert.threshold,
-			thresholdType: isPercentage ? "usage_percentage_threshold" : "usage",
-			alertName: usage_alert.name ?? undefined,
+			featureDescription: feature.description,
+			featureName: feature.name,
+			limitAmount: snapshot.granted,
+			nextResetAt: snapshot.nextResetAt,
+			organizationName: organization?.name,
+			overageAllowed: snapshot.overageAllowed,
+			pausedActivity: feature.pausedActivity,
+			remainingAmount: snapshot.remaining,
+			usageAmount: snapshot.usage,
+			usageUnit: feature.unit,
 		}),
+		recipient,
 	});
 }
 
diff --git a/apps/basket/src/lib/blocked-traffic-alerts.test.ts b/apps/basket/src/lib/blocked-traffic-alerts.test.ts
index 302c3671b..62d617320 100644
--- a/apps/basket/src/lib/blocked-traffic-alerts.test.ts
+++ b/apps/basket/src/lib/blocked-traffic-alerts.test.ts
@@ -2,6 +2,7 @@ import { describe, expect, test } from "vitest";
 import {
 	decideBlockedTrafficAlert,
 	matchesTrackingAlertIgnoredOrigin,
+	requireBlockedTrafficEmailApiKey,
 	shouldEvaluateBlockedTrafficAlert,
 	shouldIgnoreBlockedTrafficAlertEvent,
 } from "./blocked-traffic-alerts";
@@ -148,4 +149,11 @@ describe("blocked traffic alert rules", () => {
 		expect(shouldEvaluateBlockedTrafficAlert(50)).toBe(true);
 		expect(shouldEvaluateBlockedTrafficAlert(75)).toBe(true);
 	});
+
+	test("fails delivery when the email provider is not configured", () => {
+		expect(() => requireBlockedTrafficEmailApiKey(undefined)).toThrow(
+			"Blocked traffic email delivery is not configured"
+		);
+		expect(requireBlockedTrafficEmailApiKey("test-key")).toBe("test-key");
+	});
 });
diff --git a/apps/basket/src/lib/blocked-traffic-alerts.ts b/apps/basket/src/lib/blocked-traffic-alerts.ts
index 83496eb86..ce50326f5 100644
--- a/apps/basket/src/lib/blocked-traffic-alerts.ts
+++ b/apps/basket/src/lib/blocked-traffic-alerts.ts
@@ -101,7 +101,9 @@ function buildDashboardUrl(clientId: string, reason: string): string {
 	return `${config.urls.dashboard}/websites/${clientId}/settings/${section}`;
 }
 
-async function incrementWindowCounter(event: BlockedTrafficInsert): Promise<number> {
+async function incrementWindowCounter(
+	event: BlockedTrafficInsert
+): Promise<number> {
 	const key = `blocked-traffic-alert:count:${event.client_id}:${event.block_reason}:${getAlertOriginKey(event)}`;
 	const count = await redis.incr(key);
 	if (count === 1) {
@@ -124,7 +126,9 @@ async function getTrackingHealth(
 	return rows[0] ?? { baselineEvents: 0, recentEvents: 0 };
 }
 
-async function getPreviousBlockedCount(event: BlockedTrafficInsert): Promise<number> {
+async function getPreviousBlockedCount(
+	event: BlockedTrafficInsert
+): Promise<number> {
 	const rows = await chQuery<PreviousBlockedCountRow>(
 		`SELECT count() AS previousBlocked
 		FROM analytics.blocked_traffic
@@ -176,6 +180,15 @@ export function shouldEvaluateBlockedTrafficAlert(
 	);
 }
 
+export function requireBlockedTrafficEmailApiKey(
+	apiKey: string | undefined
+): string {
+	if (!apiKey) {
+		throw new Error("Blocked traffic email delivery is not configured");
+	}
+	return apiKey;
+}
+
 function cooldownKey(
 	event: BlockedTrafficInsert,
 	kind: BlockedTrafficAlertDecision["kind"]
@@ -194,17 +207,15 @@ async function reserveCooldown(
 	return reserved === "OK" ? key : null;
 }
 
-async function getOwnerEmail(
-	ownerId: string
-): Promise<{ email: string; name: string | null } | null> {
+async function getOwnerEmail(ownerId: string): Promise<string | null> {
 	const row = await db.query.user.findFirst({
 		where: { id: ownerId },
-		columns: { email: true, name: true },
+		columns: { email: true },
 	});
 	if (!row?.email) {
 		return null;
 	}
-	return { email: row.email, name: row.name ?? null };
+	return row.email;
 }
 
 async function getOrganizationEmailSettings(
@@ -254,14 +265,11 @@ async function sendAlertEmail(input: {
 	decision: BlockedTrafficAlertDecision;
 	event: BlockedTrafficInsert;
 	trackingHealth: TrackingHealthCounts;
-	ownerEmail: string;
+	recipientEmail: string;
 	previousBlocked: number;
 	windowBlockedCount: number;
 }): Promise<void> {
-	const apiKey = process.env.RESEND_API_KEY;
-	if (!apiKey) {
-		return;
-	}
+	const apiKey = requireBlockedTrafficEmailApiKey(process.env.RESEND_API_KEY);
 
 	const siteLabel =
 		input.context.websiteName ||
@@ -273,25 +281,27 @@ async function sendAlertEmail(input: {
 			? `[Action required] Tracking may be blocked for ${siteLabel}`
 			: `[Databuddy] Blocked tracking increased for ${siteLabel}`;
 
-	const html = await render(
-		BlockedTrafficAlertEmail({
-			baselineEvents: input.trackingHealth.baselineEvents,
-			baselineHours: BASELINE_SUCCESS_HOURS,
-			blockReason: input.event.block_reason,
-			blockedCount: input.windowBlockedCount,
-			dashboardUrl: buildDashboardUrl(
-				input.event.client_id || "",
-				input.event.block_reason
-			),
-			fix: buildRecommendedFix(input.event),
-			origin: input.event.origin ?? null,
-			previousBlockedCount: input.previousBlocked,
-			recentEvents: input.trackingHealth.recentEvents,
-			severity: input.decision.severity,
-			siteLabel,
-			windowMinutes: ALERT_WINDOW_MINUTES,
-		})
-	);
+	const email = BlockedTrafficAlertEmail({
+		baselineEvents: input.trackingHealth.baselineEvents,
+		baselineHours: BASELINE_SUCCESS_HOURS,
+		blockReason: input.event.block_reason,
+		blockedCount: input.windowBlockedCount,
+		dashboardUrl: buildDashboardUrl(
+			input.event.client_id || "",
+			input.event.block_reason
+		),
+		fix: buildRecommendedFix(input.event),
+		origin: input.event.origin ?? null,
+		previousBlockedCount: input.previousBlocked,
+		recentEvents: input.trackingHealth.recentEvents,
+		severity: input.decision.severity,
+		siteLabel,
+		windowMinutes: ALERT_WINDOW_MINUTES,
+	});
+	const [html, text] = await Promise.all([
+		render(email),
+		render(email, { plainText: true }),
+	]);
 
 	const response = await fetch("https://api.resend.com/emails", {
 		method: "POST",
@@ -301,9 +311,10 @@ async function sendAlertEmail(input: {
 		},
 		body: JSON.stringify({
 			from: config.email.alertsFrom,
-			to: input.ownerEmail,
+			to: input.recipientEmail,
 			subject,
 			html,
+			text,
 		}),
 	});
 
@@ -350,8 +361,8 @@ async function maybeSendBlockedTrafficAlertAsync(
 		return;
 	}
 
-	const owner = await getOwnerEmail(context.ownerId);
-	if (!owner) {
+	const recipientEmail = await getOwnerEmail(context.ownerId);
+	if (!recipientEmail) {
 		return;
 	}
 
@@ -366,7 +377,7 @@ async function maybeSendBlockedTrafficAlertAsync(
 			decision,
 			event,
 			trackingHealth,
-			ownerEmail: owner.email,
+			recipientEmail,
 			previousBlocked,
 			windowBlockedCount,
 		});
diff --git a/apps/uptime/src/uptime-transition-alerts.test.ts b/apps/uptime/src/uptime-transition-alerts.test.ts
index 9ab97bfc3..627fcf46b 100644
--- a/apps/uptime/src/uptime-transition-alerts.test.ts
+++ b/apps/uptime/src/uptime-transition-alerts.test.ts
@@ -1,12 +1,39 @@
 import { describe, expect, test } from "bun:test";
 import { MonitorStatus } from "./types";
 import {
+	buildTransitionNotificationPayload,
 	countFiredAlarms,
 	resolveTransitionKind,
+	shouldReleaseTransitionClaim,
 } from "./uptime-transition-alerts";
+import type { UptimeData } from "./types";
 
 const { UP, DOWN, PENDING, MAINTENANCE } = MonitorStatus;
 
+const baseUptimeData: UptimeData = {
+	attempt: 1,
+	check_type: "http",
+	content_hash: "",
+	env: "production",
+	error: "",
+	failure_streak: 0,
+	http_code: 200,
+	probe_ip: "192.0.2.1",
+	probe_region: "test-region",
+	redirect_count: 0,
+	response_bytes: 100,
+	retries: 0,
+	site_id: "monitor-1",
+	ssl_expiry: 0,
+	ssl_valid: 1,
+	status: UP,
+	timestamp: Date.UTC(2026, 6, 11, 12, 30),
+	total_ms: 245,
+	ttfb_ms: 120,
+	url: "https://example.com",
+	user_agent: "Databuddy test",
+};
+
 describe("resolveTransitionKind — happy path transitions", () => {
 	test("fresh monitor going UP is silent", () => {
 		expect(resolveTransitionKind(undefined, UP)).toBeNull();
@@ -134,3 +161,58 @@ describe("countFiredAlarms", () => {
 		expect(countFiredAlarms([0, 0, 0])).toBe(0);
 	});
 });
+
+describe("shouldReleaseTransitionClaim", () => {
+	test("releases the dedupe claim when every configured alarm delivery fails", () => {
+		expect(shouldReleaseTransitionClaim(2, 0)).toBe(true);
+	});
+
+	test("keeps the claim after any alarm delivers or when nothing was configured", () => {
+		expect(shouldReleaseTransitionClaim(2, 1)).toBe(false);
+		expect(shouldReleaseTransitionClaim(0, 0)).toBe(false);
+	});
+});
+
+describe("buildTransitionNotificationPayload", () => {
+	test("describes a failed check without declaring the whole site down", () => {
+		const payload = buildTransitionNotificationPayload({
+			dashboardUrl: "https://app.databuddy.cc/monitors/monitor-1",
+			data: {
+				...baseUptimeData,
+				error: "upstream returned an error",
+				http_code: 503,
+				status: DOWN,
+			},
+			kind: "down",
+			monitorId: "monitor-1",
+			siteLabel: "Example",
+		});
+
+		expect(payload.title).toBe("Health check failed: Example");
+		expect(payload.message).toContain("A health check failed for Example");
+		expect(payload.message).toContain("2026-07-11T12:30:00.000Z");
+		expect(payload.message).toContain("HTTP 503");
+		expect(payload.message).toContain("Reason: upstream returned an error");
+		expect(payload.metadata).not.toHaveProperty("checkedAt");
+		expect(payload.message).not.toContain("is down");
+		expect(payload.title).not.toContain("[DOWN]");
+	});
+
+	test("recovery copy only claims that the latest check passed", () => {
+		const payload = buildTransitionNotificationPayload({
+			dashboardUrl: "https://app.databuddy.cc/monitors/monitor-1",
+			data: baseUptimeData,
+			kind: "recovered",
+			monitorId: "monitor-1",
+			siteLabel: "Example",
+		});
+
+		expect(payload.title).toBe("Health check passed: Example");
+		expect(payload.message).toContain(
+			"A health check passed for Example after a previous failed check"
+		);
+		expect(payload.message).toContain("Response time 245 ms");
+		expect(payload.message).not.toContain("outage");
+		expect(payload.message).not.toContain("operational again");
+	});
+});
diff --git a/apps/uptime/src/uptime-transition-alerts.ts b/apps/uptime/src/uptime-transition-alerts.ts
index d8ff366dd..00bcf47ba 100644
--- a/apps/uptime/src/uptime-transition-alerts.ts
+++ b/apps/uptime/src/uptime-transition-alerts.ts
@@ -1,4 +1,5 @@
 import {
+	and,
 	db,
 	eq,
 	normalizeEmailNotificationSettings,
@@ -21,6 +22,12 @@ class TransitionClaimError extends Data.TaggedError("TransitionClaimError")<{
 	cause: unknown;
 }> {}
 
+class TransitionReleaseError extends Data.TaggedError(
+	"TransitionReleaseError"
+)<{
+	cause: unknown;
+}> {}
+
 class AlarmLookupError extends Data.TaggedError("AlarmLookupError")<{
 	cause: unknown;
 }> {}
@@ -36,6 +43,13 @@ interface LinkedAlarm {
 	id: string;
 }
 
+interface ClaimedTransition {
+	kind: "down" | "recovered";
+	previousStatus: number | null;
+}
+
+type TransitionNotificationPayload = Parameters<NotificationClient["send"]>[0];
+
 export interface TransitionResult {
 	alarms_fired: number;
 	transition_kind: "down" | "recovered" | null;
@@ -69,6 +83,13 @@ export function countFiredAlarms(deliveryCounts: number[]): number {
 	return deliveryCounts.filter((count) => count > 0).length;
 }
 
+export function shouldReleaseTransitionClaim(
+	sendableAlarmCount: number,
+	firedAlarmCount: number
+): boolean {
+	return sendableAlarmCount > 0 && firedAlarmCount === 0;
+}
+
 function buildSiteLabel(schedule: ScheduleData): string {
 	const w = schedule.website;
 	if (w?.name) {
@@ -87,6 +108,65 @@ function buildSiteLabel(schedule: ScheduleData): string {
 	}
 }
 
+function formatCheckedAt(timestamp: number): string {
+	if (!Number.isFinite(timestamp)) {
+		return "an unknown time";
+	}
+	const checkedAt = new Date(timestamp);
+	return Number.isNaN(checkedAt.valueOf())
+		? "an unknown time"
+		: checkedAt.toISOString();
+}
+
+function formatCheckError(error: string): string | undefined {
+	const normalized = error.replaceAll(/[\r\n]+/g, " ").trim();
+	if (!normalized) {
+		return;
+	}
+	return normalized.length > 200 ? `${normalized.slice(0, 199)}…` : normalized;
+}
+
+export function buildTransitionNotificationPayload(input: {
+	dashboardUrl: string;
+	data: UptimeData;
+	kind: "down" | "recovered";
+	monitorId: string;
+	siteLabel: string;
+}): TransitionNotificationPayload {
+	const checkedAt = formatCheckedAt(input.data.timestamp);
+	const error = formatCheckError(input.data.error);
+	const checkContext = [
+		`Checked at ${checkedAt}`,
+		input.data.http_code > 0
+			? `HTTP ${input.data.http_code}`
+			: "No HTTP response",
+		error ? `Reason: ${error}` : null,
+	]
+		.filter((value): value is string => value !== null)
+		.join(" · ");
+
+	return {
+		title:
+			input.kind === "down"
+				? `Health check failed: ${input.siteLabel}`
+				: `Health check passed: ${input.siteLabel}`,
+		message:
+			input.kind === "down"
+				? `A health check failed for ${input.siteLabel}. ${checkContext}. View details: ${input.dashboardUrl}`
+				: `A health check passed for ${input.siteLabel} after a previous failed check. Checked at ${checkedAt} · Response time ${input.data.total_ms} ms. View details: ${input.dashboardUrl}`,
+		priority: input.kind === "down" ? "high" : "normal",
+		metadata: {
+			template: "uptime-transition",
+			monitorId: input.monitorId,
+			monitorName: input.siteLabel,
+			url: input.data.url,
+			kind: input.kind,
+			httpCode: input.data.http_code,
+			dashboardUrl: input.dashboardUrl,
+		},
+	};
+}
+
 const AlarmCache =
 	Context.Service<Cache.Cache<string, LinkedAlarm[], AlarmLookupError>>(
 		"AlarmCache"
@@ -159,11 +239,30 @@ const claimTransition = (scheduleId: string, currentStatus: number) =>
 					.set({ lastNotifiedStatus: currentStatus })
 					.where(eq(uptimeSchedules.id, scheduleId));
 
-				return kind;
+				return { kind, previousStatus: row.last } satisfies ClaimedTransition;
 			}),
 		catch: (cause) => new TransitionClaimError({ cause }),
 	});
 
+const releaseTransitionClaim = (input: {
+	currentStatus: number;
+	previousStatus: number | null;
+	scheduleId: string;
+}) =>
+	Effect.tryPromise({
+		try: () =>
+			db
+				.update(uptimeSchedules)
+				.set({ lastNotifiedStatus: input.previousStatus })
+				.where(
+					and(
+						eq(uptimeSchedules.id, input.scheduleId),
+						eq(uptimeSchedules.lastNotifiedStatus, input.currentStatus)
+					)
+				),
+		catch: (cause) => new TransitionReleaseError({ cause }),
+	});
+
 async function getOrganizationEmailSettings(organizationId: string) {
 	const row = await db.query.organization.findFirst({
 		where: { id: organizationId },
@@ -277,15 +376,7 @@ const handleTransition = (options: {
 			return NO_TRANSITION;
 		}
 
-		if (
-			options.previousStatus !== undefined &&
-			resolveTransitionKind(options.previousStatus, options.data.status) ===
-				null
-		) {
-			return NO_TRANSITION;
-		}
-
-		const kind = yield* claimTransition(
+		const claim = yield* claimTransition(
 			options.schedule.id,
 			options.data.status
 		).pipe(
@@ -295,9 +386,23 @@ const handleTransition = (options: {
 			})
 		);
 
-		if (kind === null) {
+		if (claim === null) {
 			return NO_TRANSITION;
 		}
+		const { kind } = claim;
+		const releaseClaim = releaseTransitionClaim({
+			currentStatus: options.data.status,
+			previousStatus: claim.previousStatus,
+			scheduleId: options.schedule.id,
+		}).pipe(
+			Effect.catchTag("TransitionReleaseError", (error) => {
+				captureError(error.cause, {
+					error_step: "transition_claim_release",
+					schedule_id: options.schedule.id,
+				});
+				return Effect.void;
+			})
+		);
 
 		const linkedAlarms = yield* lookupLinkedAlarms(
 			options.schedule.id,
@@ -305,9 +410,13 @@ const handleTransition = (options: {
 		).pipe(
 			Effect.catchTag("AlarmLookupError", (e) => {
 				captureError(e.cause, { error_step: "alarm_lookup" });
-				return Effect.succeed([] as LinkedAlarm[]);
+				return Effect.succeed(null);
 			})
 		);
+		if (linkedAlarms === null) {
+			yield* releaseClaim;
+			return { alarms_fired: 0, transition_kind: kind };
+		}
 
 		if (linkedAlarms.length === 0) {
 			return { alarms_fired: 0, transition_kind: kind };
@@ -316,41 +425,30 @@ const handleTransition = (options: {
 		const emailSettings = yield* Effect.tryPromise(() =>
 			getOrganizationEmailSettings(options.schedule.organizationId)
 		).pipe(
-			Effect.orElseSucceed(() => normalizeEmailNotificationSettings(null))
+			Effect.catch((error) => {
+				captureError(error, {
+					error_step: "organization_email_settings",
+					organization_id: options.schedule.organizationId,
+				});
+				return Effect.succeed(null);
+			})
 		);
 		const emailsEnabled =
-			kind === "down"
+			emailSettings !== null &&
+			(kind === "down"
 				? emailSettings.uptime.downEmails
-				: emailSettings.uptime.recoveryEmails;
+				: emailSettings.uptime.recoveryEmails);
 
 		const siteLabel = buildSiteLabel(options.schedule);
 		const dashboardUrl = `${config.urls.dashboard}/monitors/${options.schedule.id}`;
 
-		const httpInfo = options.data.http_code
-			? ` (HTTP ${options.data.http_code})`
-			: "";
-		const errorInfo = options.data.error ? ` - ${options.data.error}` : "";
-
-		const payload = {
-			title:
-				kind === "down"
-					? `[DOWN] ${siteLabel} is unreachable`
-					: `[Recovered] ${siteLabel} is back up`,
-			message:
-				kind === "down"
-					? `${siteLabel} is down${httpInfo}${errorInfo}. View details: ${dashboardUrl}`
-					: `${siteLabel} has recovered and is operational again. Response time: ${options.data.total_ms}ms. View details: ${dashboardUrl}`,
-			priority: kind === "down" ? ("high" as const) : ("normal" as const),
-			metadata: {
-				template: "uptime-transition" as const,
-				monitorId: options.schedule.id,
-				monitorName: siteLabel,
-				url: options.data.url,
-				kind,
-				httpCode: options.data.http_code,
-				dashboardUrl,
-			},
-		};
+		const payload = buildTransitionNotificationPayload({
+			dashboardUrl,
+			data: options.data,
+			kind,
+			monitorId: options.schedule.id,
+			siteLabel,
+		});
 
 		const sendable = linkedAlarms
 			.map((alarm) => filterUptimeEmailDestinations(alarm, emailsEnabled))
@@ -362,6 +460,9 @@ const handleTransition = (options: {
 		);
 
 		const fired = countFiredAlarms(results);
+		if (shouldReleaseTransitionClaim(sendable.length, fired)) {
+			yield* releaseClaim;
+		}
 		return { alarms_fired: fired, transition_kind: kind };
 	});
 
diff --git a/packages/auth/src/auth.ts b/packages/auth/src/auth.ts
index 0a153433f..9931f991a 100644
--- a/packages/auth/src/auth.ts
+++ b/packages/auth/src/auth.ts
@@ -10,6 +10,7 @@ import {
 	verification as verificationTable,
 } from "@databuddy/db/schema";
 import {
+	AUTH_EMAIL_EXPIRY_SECONDS,
 	DeleteAccountEmail,
 	InvitationEmail,
 	MagicLinkEmail,
@@ -27,6 +28,7 @@ import {
 	ratelimit,
 } from "@databuddy/redis";
 import { drizzleAdapter } from "better-auth/adapters/drizzle";
+import { APIError } from "better-auth/api";
 import { betterAuth } from "better-auth/minimal";
 import {
 	emailOTP,
@@ -94,10 +96,10 @@ async function provisionDefaultOrg(input: {
 
 function getOrgNameFromUser(userName: string, email: string): string {
 	if (userName?.trim()) {
-		return `${userName.trim()}'s Workspace`;
+		return `${userName.trim()}'s Organization`;
 	}
 	const emailPrefix = email.split("@").at(0) ?? "user";
-	return `${emailPrefix}'s Workspace`;
+	return `${emailPrefix}'s Organization`;
 }
 
 function isProduction() {
@@ -115,6 +117,83 @@ function shouldRequireEmailVerification() {
 	return isProduction() && !isSelfHosted();
 }
 
+type EmailTemplate = Parameters<typeof render>[0];
+
+async function enforceAuthEmailRateLimit(input: {
+	callback: string;
+	email?: string;
+	key: string;
+	limit: number;
+	windowSeconds: number;
+}): Promise<void> {
+	const { success } = await ratelimit(
+		input.key,
+		input.limit,
+		input.windowSeconds
+	);
+	if (success) {
+		return;
+	}
+
+	log.warn({
+		service: "auth",
+		auth_rate_limited: true,
+		auth_callback: input.callback,
+		...(input.email ? { auth_rate_limit_email: input.email } : {}),
+	});
+	throw new APIError("TOO_MANY_REQUESTS", {
+		message: "Too many email requests. Please try again later.",
+	});
+}
+
+async function sendAuthEmail(input: {
+	subject: string;
+	template: EmailTemplate;
+	to: string;
+}): Promise<void> {
+	const apiKey = process.env.RESEND_API_KEY;
+	if (!apiKey) {
+		log.error({
+			service: "auth",
+			auth_email_delivery_failed: true,
+			email_provider_error: "RESEND_API_KEY is not configured",
+		});
+		throw new APIError("SERVICE_UNAVAILABLE", {
+			message: "Email delivery is temporarily unavailable. Please try again.",
+		});
+	}
+	const [html, text] = await Promise.all([
+		render(input.template),
+		render(input.template, { plainText: true }),
+	]);
+	const resend = new Resend(apiKey);
+	const result = await resend.emails.send({
+		from: config.email.from,
+		to: input.to,
+		subject: input.subject,
+		html,
+		text,
+	});
+
+	if (result.error) {
+		log.error({
+			service: "auth",
+			auth_email_delivery_failed: true,
+			email_provider_error: result.error.message,
+		});
+		throw new APIError("INTERNAL_SERVER_ERROR", {
+			message: "We could not send this email. Please try again.",
+		});
+	}
+}
+
+function formatInvitationRole(role: string | string[]): string {
+	const roles = Array.isArray(role) ? role : [role];
+	return roles
+		.map((value) => value.replaceAll(/[_-]+/g, " ").toLowerCase())
+		.join(", ");
+}
+
 const SLACK_WEBHOOK_URL = process.env.SLACK_WEBHOOK_URL ?? "";
 
 function notifySlack(
@@ -254,6 +333,7 @@ export const auth = betterAuth({
 			"/forget-password": { window: 60, max: 3 },
 			"/magic-link/send": { window: 60, max: 3 },
 			"/email-otp/send": { window: 60, max: 3 },
+			"/organization/invite-member": { window: 3600, max: 5 },
 		},
 	},
 	account: {
@@ -366,13 +446,12 @@ export const auth = betterAuth({
 	user: {
 		deleteUser: {
 			enabled: true,
+			deleteTokenExpiresIn: AUTH_EMAIL_EXPIRY_SECONDS.accountDeletion,
 			sendDeleteAccountVerification: async ({ user: targetUser, url }) => {
-				const resend = new Resend(process.env.RESEND_API_KEY as string);
-				await resend.emails.send({
-					from: config.email.from,
+				await sendAuthEmail({
 					to: targetUser.email,
 					subject: "[Action required] Confirm account deletion",
-					html: await render(DeleteAccountEmail({ url })),
+					template: DeleteAccountEmail({ url }),
 				});
 			},
 			beforeDelete: async (userToDelete) => {
@@ -428,59 +507,45 @@ export const auth = betterAuth({
 		maxPasswordLength: 128,
 		autoSignIn: false,
 		requireEmailVerification: shouldRequireEmailVerification(),
+		resetPasswordTokenExpiresIn: AUTH_EMAIL_EXPIRY_SECONDS.passwordReset,
 		revokeSessionsOnPasswordReset: true,
 		onPasswordReset: async ({ user }: { user: { id: string } }) => {
 			await purgeOutstandingResetTokens(user.id);
 		},
-		sendResetPassword: async ({ user, url }: { user: any; url: string }) => {
-			const { success } = await ratelimit(`reset:${user.email}`, 3, 3600);
-			if (!success) {
-				log.warn({
-					service: "auth",
-					auth_rate_limited: true,
-					auth_callback: "reset_password",
-					auth_rate_limit_email: user.email,
-				});
-				return;
-			}
+		sendResetPassword: async ({ user, url }) => {
+			await enforceAuthEmailRateLimit({
+				callback: "reset_password",
+				email: user.email,
+				key: `reset:${user.email}`,
+				limit: 3,
+				windowSeconds: 3600,
+			});
 
-			const resend = new Resend(process.env.RESEND_API_KEY as string);
-			await resend.emails.send({
-				from: config.email.from,
+			await sendAuthEmail({
 				to: user.email,
 				subject: "[Action required] Reset your password",
-				html: await render(ResetPasswordEmail({ url })),
+				template: ResetPasswordEmail({ url }),
 			});
 		},
 	},
 	emailVerification: {
+		expiresIn: AUTH_EMAIL_EXPIRY_SECONDS.emailVerification,
 		sendOnSignUp: process.env.NODE_ENV === "production",
 		sendOnSignIn: process.env.NODE_ENV === "production",
 		autoSignInAfterVerification: true,
-		sendVerificationEmail: async ({
-			user,
-			url,
-		}: {
-			user: any;
-			url: string;
-		}) => {
-			const { success } = await ratelimit(`verify:${user.email}`, 3, 900);
-			if (!success) {
-				log.warn({
-					service: "auth",
-					auth_rate_limited: true,
-					auth_callback: "verify_email",
-					auth_rate_limit_email: user.email,
-				});
-				return;
-			}
+		sendVerificationEmail: async ({ user, url }) => {
+			await enforceAuthEmailRateLimit({
+				callback: "verify_email",
+				email: user.email,
+				key: `verify:${user.email}`,
+				limit: 3,
+				windowSeconds: 900,
+			});
 
-			const resend = new Resend(process.env.RESEND_API_KEY as string);
-			await resend.emails.send({
-				from: config.email.from,
+			await sendAuthEmail({
 				to: user.email,
 				subject: "[Action required] Verify your email to get started",
-				html: await render(VerificationEmail({ url })),
+				template: VerificationEmail({ url }),
 			});
 		},
 	},
@@ -500,20 +565,15 @@ export const auth = betterAuth({
 			},
 		}),
 		emailOTP({
+			expiresIn: AUTH_EMAIL_EXPIRY_SECONDS.oneTimeCode,
 			async sendVerificationOTP({ email, otp, type }) {
-				const { success } = await ratelimit(`otp:${email}`, 3, 900);
-				if (!success) {
-					log.warn({
-						service: "auth",
-						auth_rate_limited: true,
-						auth_callback: "verification_otp",
-						auth_otp_type: type,
-						auth_rate_limit_email: email,
-					});
-					return;
-				}
-
-				const resend = new Resend(process.env.RESEND_API_KEY as string);
+				await enforceAuthEmailRateLimit({
+					callback: `verification_otp_${type}`,
+					email,
+					key: `otp:${email}`,
+					limit: 3,
+					windowSeconds: 900,
+				});
 
 				let subject = `${otp} is your verification code`;
 				if (type === "sign-in") {
@@ -524,38 +584,28 @@ export const auth = betterAuth({
 					subject = `${otp} — Reset your password`;
 				}
 
-				const otpHtml = await render(OtpEmail({ otp }));
-				resend.emails
-					.send({
-						from: config.email.from,
-						to: email,
-						subject,
-						html: otpHtml,
-					})
-					.catch((error) => {
-						console.error("Failed to send OTP email:", error);
-					});
+				await sendAuthEmail({
+					to: email,
+					subject,
+					template: OtpEmail({ otp, type }),
+				});
 			},
 		}),
 		magicLink({
+			expiresIn: AUTH_EMAIL_EXPIRY_SECONDS.magicLink,
 			sendMagicLink: async ({ email, url }) => {
-				const { success } = await ratelimit(`magic:${email}`, 3, 900);
-				if (!success) {
-					log.warn({
-						service: "auth",
-						auth_rate_limited: true,
-						auth_callback: "magic_link",
-						auth_rate_limit_email: email,
-					});
-					return;
-				}
+				await enforceAuthEmailRateLimit({
+					callback: "magic_link",
+					email,
+					key: `magic:${email}`,
+					limit: 3,
+					windowSeconds: 900,
+				});
 
-				const resend = new Resend(process.env.RESEND_API_KEY as string);
-				resend.emails.send({
-					from: config.email.from,
+				await sendAuthEmail({
 					to: email,
 					subject: "Your sign-in link for Databuddy",
-					html: await render(MagicLinkEmail({ url })),
+					template: MagicLinkEmail({ url }),
 				});
 			},
 		}),
@@ -568,6 +618,7 @@ export const auth = betterAuth({
 		twoFactor(),
 		organization({
 			creatorRole: "owner",
+			invitationExpiresIn: AUTH_EMAIL_EXPIRY_SECONDS.invitation,
 			teams: {
 				enabled: false,
 			},
@@ -590,34 +641,17 @@ export const auth = betterAuth({
 				organization,
 				invitation,
 			}) => {
-				const { success } = await ratelimit(
-					`invite:${organization.id}`,
-					5,
-					3600
-				);
-				if (!success) {
-					log.warn({
-						service: "auth",
-						auth_rate_limited: true,
-						auth_callback: "invitation",
-						auth_organization_id: organization.id,
-					});
-					return;
-				}
-
 				const invitationLink = `${config.urls.dashboard}/invitations/${invitation.id}`;
-				const resend = new Resend(process.env.RESEND_API_KEY as string);
-				await resend.emails.send({
-					from: config.email.from,
+				await sendAuthEmail({
 					to: email,
 					subject: `${inviter.user.name ?? "Someone"} invited you to join ${organization.name}`,
-					html: await render(
-						InvitationEmail({
-							inviterName: inviter.user.name ?? "",
-							organizationName: organization.name,
-							invitationLink,
-						})
-					),
+					template: InvitationEmail({
+						inviterName: inviter.user.name ?? "",
+						organizationName: organization.name,
+						invitationLink,
+						recipientEmail: email,
+						role: formatInvitationRole(invitation.role),
+					}),
 				});
 			},
 		}),
diff --git a/packages/email/src/emails/auth-email-copy.test.tsx b/packages/email/src/emails/auth-email-copy.test.tsx
new file mode 100644
index 000000000..22a0859c9
--- /dev/null
+++ b/packages/email/src/emails/auth-email-copy.test.tsx
@@ -0,0 +1,70 @@
+import { describe, expect, test } from "bun:test";
+import { render } from "react-email";
+import { AUTH_EMAIL_EXPIRY_LABELS } from "./auth-email-expiry";
+import { DeleteAccountEmail } from "./delete-account-email";
+import { InvitationEmail } from "./invitation-email";
+import { MagicLinkEmail } from "./magic-link-email";
+import { OtpEmail } from "./otp-email";
+import { VerificationEmail } from "./verification-email";
+
+const asText = (element: React.ReactElement) =>
+	render(element, { plainText: true });
+
+describe("authentication email copy", () => {
+	test("magic-link and verification copy use the shared expiry labels", async () => {
+		const magicLink = await asText(
+			MagicLinkEmail({ url: "https://example.com/magic" })
+		);
+		const verification = await asText(
+			VerificationEmail({ url: "https://example.com/verify" })
+		);
+
+		expect(magicLink).toContain(
+			`expires in ${AUTH_EMAIL_EXPIRY_LABELS.magicLink}`
+		);
+		expect(magicLink).not.toContain("expires in 24 hours");
+		expect(verification).toContain(
+			`expires in ${AUTH_EMAIL_EXPIRY_LABELS.emailVerification}`
+		);
+	});
+
+	test("OTP copy explains the requested action", async () => {
+		const signIn = await asText(OtpEmail({ otp: "123456", type: "sign-in" }));
+		const passwordReset = await asText(
+			OtpEmail({ otp: "123456", type: "forget-password" })
+		);
+
+		expect(signIn).toContain("Enter this code on the sign-in screen");
+		expect(passwordReset).toContain("password reset screen");
+		expect(passwordReset).not.toContain("complete your sign-in");
+		expect(passwordReset).toContain(
+			`expires in ${AUTH_EMAIL_EXPIRY_LABELS.oneTimeCode}`
+		);
+	});
+
+	test("invitation copy names the role and recipient email", async () => {
+		const text = await asText(
+			InvitationEmail({
+				invitationLink: "https://example.com/invitation",
+				inviterName: "Ada",
+				organizationName: "Acme",
+				recipientEmail: "grace@example.com",
+				role: "admin",
+			})
+		);
+
+		expect(text).toContain("as an admin");
+		expect(text).toContain("for grace@example.com");
+		expect(text).toContain(`expires in ${AUTH_EMAIL_EXPIRY_LABELS.invitation}`);
+	});
+
+	test("account deletion copy does not claim organization data is deleted", async () => {
+		const text = await asText(
+			DeleteAccountEmail({ url: "https://example.com/delete" })
+		);
+
+		expect(text).not.toContain("all your data");
+		expect(text).toContain("transfer ownership before continuing");
+		expect(text).toContain("cannot be undone");
+	});
+});
diff --git a/packages/email/src/emails/auth-email-expiry.ts b/packages/email/src/emails/auth-email-expiry.ts
new file mode 100644
index 000000000..eb1e82699
--- /dev/null
+++ b/packages/email/src/emails/auth-email-expiry.ts
@@ -0,0 +1,17 @@
+export const AUTH_EMAIL_EXPIRY_SECONDS = {
+	accountDeletion: 60 * 60,
+	emailVerification: 24 * 60 * 60,
+	invitation: 48 * 60 * 60,
+	magicLink: 15 * 60,
+	oneTimeCode: 10 * 60,
+	passwordReset: 60 * 60,
+} as const;
+
+export const AUTH_EMAIL_EXPIRY_LABELS = {
+	accountDeletion: "1 hour",
+	emailVerification: "24 hours",
+	invitation: "48 hours",
+	magicLink: "15 minutes",
+	oneTimeCode: "10 minutes",
+	passwordReset: "1 hour",
+} as const;
diff --git a/packages/email/src/emails/delete-account-email.tsx b/packages/email/src/emails/delete-account-email.tsx
index 60b4dcc38..4b0fcbea8 100644
--- a/packages/email/src/emails/delete-account-email.tsx
+++ b/packages/email/src/emails/delete-account-email.tsx
@@ -1,4 +1,5 @@
 import { Heading, Section, Text } from "react-email";
+import { AUTH_EMAIL_EXPIRY_LABELS } from "./auth-email-expiry";
 import { emailBrand } from "./email-brand";
 import { EmailButton } from "./email-button";
 import { EmailLayout } from "./email-layout";
@@ -11,31 +12,32 @@ interface DeleteAccountEmailProps {
 
 export const DeleteAccountEmail = ({ url }: DeleteAccountEmailProps) => (
 	<EmailLayout
-		preview="This action is irreversible. All data will be permanently removed."
-		tagline="Account Deletion Request"
+		preview={`Confirm your account deletion request. This link expires in ${AUTH_EMAIL_EXPIRY_LABELS.accountDeletion}.`}
+		tagline="Account deletion request"
 	>
 		<Section className="text-center">
 			<Heading
 				className="m-0 mb-3 font-semibold text-xl tracking-tight"
 				style={{ color: emailBrand.foreground }}
 			>
-				Confirm Account Deletion
+				Confirm account deletion
 			</Heading>
 			<Text
 				className="m-0 mb-6 text-sm leading-relaxed"
 				style={{ color: emailBrand.muted }}
 			>
-				You requested to permanently delete your Databuddy account. This action
-				is irreversible — all your data, organizations, and connected accounts
-				will be removed.
+				Deleting your account removes your Databuddy login and access. Shared
+				organization data may remain for other members. If you own an
+				organization, transfer ownership before continuing. This action cannot
+				be undone.
 			</Text>
 		</Section>
 		<Section className="text-center">
-			<EmailButton href={url}>Delete My Account</EmailButton>
+			<EmailButton href={url}>Delete my account</EmailButton>
 		</Section>
 		<EmailNote>
-			This link expires in 1 hour. If you didn't request this, you can safely
-			ignore this email — your account will not be deleted.
+			This link expires in {AUTH_EMAIL_EXPIRY_LABELS.accountDeletion}. If you
+			did not request this, ignore the email; your account will not be deleted.
 		</EmailNote>
 		<EmailLinkFallback href={url} />
 	</EmailLayout>
diff --git a/packages/email/src/emails/email-brand.test.ts b/packages/email/src/emails/email-brand.test.ts
new file mode 100644
index 000000000..920157cef
--- /dev/null
+++ b/packages/email/src/emails/email-brand.test.ts
@@ -0,0 +1,38 @@
+import { describe, expect, test } from "bun:test";
+import { emailBrand } from "./email-brand";
+
+function relativeLuminance(hex: string): number {
+	const channels = [1, 3, 5].map((index) =>
+		Number.parseInt(hex.slice(index, index + 2), 16)
+	);
+	const [red = 0, green = 0, blue = 0] = channels.map((channel) => {
+		const value = channel / 255;
+		return value <= 0.039_28
+			? value / 12.92
+			: ((value + 0.055) / 1.055) ** 2.4;
+	});
+	return 0.2126 * red + 0.7152 * green + 0.0722 * blue;
+}
+
+function contrastRatio(foreground: string, background: string): number {
+	const foregroundLuminance = relativeLuminance(foreground);
+	const backgroundLuminance = relativeLuminance(background);
+	const lighter = Math.max(foregroundLuminance, backgroundLuminance);
+	const darker = Math.min(foregroundLuminance, backgroundLuminance);
+	return (lighter + 0.05) / (darker + 0.05);
+}
+
+describe("email brand contrast", () => {
+	test("link color meets WCAG AA for normal text on email surfaces", () => {
+		expect(contrastRatio(emailBrand.coral, emailBrand.card)).toBeGreaterThanOrEqual(
+			4.5
+		);
+		expect(
+			contrastRatio(emailBrand.coral, emailBrand.background)
+		).toBeGreaterThanOrEqual(4.5);
+	});
+
+	test("uses an email-client-safe raster logo", () => {
+		expect(emailBrand.primaryLogoUrl).toEndWith(".png");
+	});
+});
diff --git a/packages/email/src/emails/email-brand.ts b/packages/email/src/emails/email-brand.ts
index 564b042cd..fac4d6e01 100644
--- a/packages/email/src/emails/email-brand.ts
+++ b/packages/email/src/emails/email-brand.ts
@@ -7,8 +7,8 @@ export const emailBrand = {
 	muted: "#9599a6",
 	amber: "#E3A514",
 	onAmber: "#27282D",
-	coral: "#B74677",
-	primaryLogoUrl: "https://www.databuddy.cc/brand/primary-logo/white.svg",
+	coral: "#F08AB7",
+	primaryLogoUrl: "https://www.databuddy.cc/web-app-manifest-192x192.png",
 	primaryLogoHeightPx: 40,
-	primaryLogoWidthPx: 170,
+	primaryLogoWidthPx: 40,
 } as const;
diff --git a/packages/email/src/emails/index.ts b/packages/email/src/emails/index.ts
index 6613ef6c0..741154373 100644
--- a/packages/email/src/emails/index.ts
+++ b/packages/email/src/emails/index.ts
@@ -1,4 +1,5 @@
 export { render } from "react-email";
+export * from "./auth-email-expiry";
 export * from "./blocked-traffic-alert-email";
 export * from "./delete-account-email";
 export { emailBrand } from "./email-brand";
@@ -15,5 +16,6 @@ export * from "./reset-password-email";
 export { emailTailwindConfig } from "./tailwind.config";
 export * from "./uptime-alert-email";
 export * from "./usage-alert-email";
+export * from "./usage-email-utils";
 export * from "./usage-limit-email";
 export * from "./verification-email";
diff --git a/packages/email/src/emails/invitation-email.tsx b/packages/email/src/emails/invitation-email.tsx
index 1be04fe79..019525b6a 100644
--- a/packages/email/src/emails/invitation-email.tsx
+++ b/packages/email/src/emails/invitation-email.tsx
@@ -1,53 +1,67 @@
 import { Heading, Section, Text } from "react-email";
+import { AUTH_EMAIL_EXPIRY_LABELS } from "./auth-email-expiry";
 import { emailBrand } from "./email-brand";
 import { EmailButton } from "./email-button";
 import { EmailLayout } from "./email-layout";
 import { EmailLinkFallback } from "./email-link-fallback";
 import { EmailNote } from "./email-note";
 
+const VOWEL_PREFIX_PATTERN = /^[aeiou]/i;
+
 interface InvitationEmailProps {
 	invitationLink: string;
 	inviterName: string;
 	organizationName: string;
+	recipientEmail: string;
+	role: string;
 }
 
 export const InvitationEmail = ({
 	inviterName,
 	organizationName,
 	invitationLink,
+	recipientEmail,
+	role,
 }: InvitationEmailProps) => {
-	const org = organizationName || "a team";
-	const name = inviterName || "A team member";
+	const org = organizationName || "a Databuddy organization";
+	const inviter = inviterName || "A team member";
+	const roleLabel = role || "member";
+	const roleWithArticle = VOWEL_PREFIX_PATTERN.test(roleLabel)
+		? `an ${roleLabel}`
+		: `a ${roleLabel}`;
 
 	return (
-		<EmailLayout preview={`Join ${org} on Databuddy`} tagline="Team Invitation">
+		<EmailLayout preview={`Join ${org} as ${roleLabel}`} tagline="Invitation">
 			<Section className="text-center">
 				<Heading
 					className="m-0 mb-3 font-semibold text-xl tracking-tight"
 					style={{ color: emailBrand.foreground }}
 				>
-					You're Invited!
+					Join {org}
 				</Heading>
 				<Text
-					className="m-0 mb-6 text-sm leading-relaxed"
+					className="m-0 mb-4 text-sm leading-relaxed"
 					style={{ color: emailBrand.muted }}
 				>
 					<span style={{ color: emailBrand.foreground, fontWeight: 500 }}>
-						{name}
+						{inviter}
 					</span>{" "}
-					has invited you to join{" "}
-					<span style={{ color: emailBrand.foreground, fontWeight: 500 }}>
-						{org}
-					</span>{" "}
-					on Databuddy.
+					invited you to join {org} on Databuddy as {roleWithArticle}.
+				</Text>
+				<Text
+					className="m-0 mb-6 text-sm leading-relaxed"
+					style={{ color: emailBrand.muted }}
+				>
+					This invitation is for {recipientEmail}. Sign in or create an account
+					with that address before accepting it.
 				</Text>
 			</Section>
 			<Section className="text-center">
-				<EmailButton href={invitationLink}>Accept Invitation</EmailButton>
+				<EmailButton href={invitationLink}>Review invitation</EmailButton>
 			</Section>
 			<EmailNote>
-				This invitation expires in 48 hours. If you weren't expecting this, you
-				can safely ignore this email.
+				This invitation expires in {AUTH_EMAIL_EXPIRY_LABELS.invitation}. If you
+				did not expect it, you can ignore this email.
 			</EmailNote>
 			<EmailLinkFallback href={invitationLink} />
 		</EmailLayout>
@@ -58,6 +72,8 @@ InvitationEmail.PreviewProps = {
 	invitationLink: "https://app.databuddy.cc/invite/abc123",
 	inviterName: "Ada Lovelace",
 	organizationName: "Acme Inc",
+	recipientEmail: "grace@example.com",
+	role: "admin",
 } satisfies InvitationEmailProps;
 
 export default InvitationEmail;
diff --git a/packages/email/src/emails/magic-link-email.tsx b/packages/email/src/emails/magic-link-email.tsx
index 07dbc41fa..a82062b2e 100644
--- a/packages/email/src/emails/magic-link-email.tsx
+++ b/packages/email/src/emails/magic-link-email.tsx
@@ -1,4 +1,5 @@
 import { Heading, Section, Text } from "react-email";
+import { AUTH_EMAIL_EXPIRY_LABELS } from "./auth-email-expiry";
 import { emailBrand } from "./email-brand";
 import { EmailButton } from "./email-button";
 import { EmailLayout } from "./email-layout";
@@ -11,7 +12,7 @@ interface MagicLinkEmailProps {
 
 export const MagicLinkEmail = ({ url }: MagicLinkEmailProps) => (
 	<EmailLayout
-		preview="Click to sign in instantly. This link is single-use."
+		preview={`Sign in securely. This single-use link expires in ${AUTH_EMAIL_EXPIRY_LABELS.magicLink}.`}
 		tagline="Sign in to Databuddy"
 	>
 		<Section className="text-center">
@@ -19,22 +20,22 @@ export const MagicLinkEmail = ({ url }: MagicLinkEmailProps) => (
 				className="m-0 mb-3 font-semibold text-xl tracking-tight"
 				style={{ color: emailBrand.foreground }}
 			>
-				Your Magic Link
+				Your sign-in link
 			</Heading>
 			<Text
 				className="m-0 mb-6 text-sm leading-relaxed"
 				style={{ color: emailBrand.muted }}
 			>
-				Click the button below to securely sign in to your account. No password
-				needed.
+				Use the button below to sign in to your Databuddy account. You do not
+				need a password for this sign-in.
 			</Text>
 		</Section>
 		<Section className="text-center">
-			<EmailButton href={url}>Sign In to Databuddy</EmailButton>
+			<EmailButton href={url}>Sign in to Databuddy</EmailButton>
 		</Section>
 		<EmailNote>
-			This link expires in 24 hours and can only be used once. If you didn't
-			request this, you can safely ignore this email.
+			This link expires in {AUTH_EMAIL_EXPIRY_LABELS.magicLink} and can only be
+			used once. If you did not request it, you can ignore this email.
 		</EmailNote>
 		<EmailLinkFallback href={url} />
 	</EmailLayout>
diff --git a/packages/email/src/emails/otp-email.tsx b/packages/email/src/emails/otp-email.tsx
index 40096708d..706fc451f 100644
--- a/packages/email/src/emails/otp-email.tsx
+++ b/packages/email/src/emails/otp-email.tsx
@@ -1,55 +1,98 @@
 import { Heading, Section, Text } from "react-email";
+import { AUTH_EMAIL_EXPIRY_LABELS } from "./auth-email-expiry";
 import { emailBrand } from "./email-brand";
 import { EmailLayout } from "./email-layout";
 import { EmailNote } from "./email-note";
 
+export type OtpPurpose =
+	| "sign-in"
+	| "email-verification"
+	| "forget-password"
+	| "change-email";
+
 interface OtpEmailProps {
 	otp: string;
+	type: OtpPurpose;
 }
 
-export const OtpEmail = ({ otp }: OtpEmailProps) => (
-	<EmailLayout
-		preview={`Your code is ${otp}. It expires in 10 minutes.`}
-		tagline="Verification Code"
-	>
-		<Section className="text-center">
-			<Heading
-				className="m-0 mb-3 font-semibold text-xl tracking-tight"
-				style={{ color: emailBrand.foreground }}
-			>
-				Your One-Time Code
-			</Heading>
-			<Text
-				className="m-0 mb-6 text-sm leading-relaxed"
-				style={{ color: emailBrand.muted }}
-			>
-				Enter this code to complete your sign-in. Do not share this code with
-				anyone.
-			</Text>
-		</Section>
-		<Section className="text-center">
-			<Text
-				className="m-0 inline-block rounded px-8 py-4 font-bold font-mono text-2xl"
-				style={{
-					backgroundColor: emailBrand.inset,
-					border: `1px solid ${emailBrand.border}`,
-					color: emailBrand.foreground,
-					letterSpacing: "0.3em",
-				}}
-			>
-				{otp}
-			</Text>
-		</Section>
-		<EmailNote>
-			This code expires in 10 minutes. If you didn't request this code, someone
-			may be trying to access your account. Please secure your account
-			immediately.
-		</EmailNote>
-	</EmailLayout>
-);
+const PURPOSE_COPY: Record<
+	OtpPurpose,
+	{ heading: string; instruction: string; preview: string; tagline: string }
+> = {
+	"sign-in": {
+		heading: "Sign in to Databuddy",
+		instruction:
+			"Enter this code on the sign-in screen to access your account.",
+		preview: "Use this one-time code to sign in to Databuddy.",
+		tagline: "Sign-in code",
+	},
+	"email-verification": {
+		heading: "Verify your email",
+		instruction: "Enter this code to verify your email address.",
+		preview: "Use this one-time code to verify your email address.",
+		tagline: "Email verification",
+	},
+	"forget-password": {
+		heading: "Reset your password",
+		instruction: "Enter this code on the password reset screen to continue.",
+		preview: "Use this one-time code to reset your Databuddy password.",
+		tagline: "Password reset",
+	},
+	"change-email": {
+		heading: "Confirm your email change",
+		instruction: "Enter this code to confirm your new email address.",
+		preview: "Use this one-time code to confirm your email change.",
+		tagline: "Email change",
+	},
+};
+
+export const OtpEmail = ({ otp, type }: OtpEmailProps) => {
+	const copy = PURPOSE_COPY[type];
+
+	return (
+		<EmailLayout
+			preview={`${copy.preview} It expires in ${AUTH_EMAIL_EXPIRY_LABELS.oneTimeCode}.`}
+			tagline={copy.tagline}
+		>
+			<Section className="text-center">
+				<Heading
+					className="m-0 mb-3 font-semibold text-xl tracking-tight"
+					style={{ color: emailBrand.foreground }}
+				>
+					{copy.heading}
+				</Heading>
+				<Text
+					className="m-0 mb-6 text-sm leading-relaxed"
+					style={{ color: emailBrand.muted }}
+				>
+					{copy.instruction} Do not share this code with anyone.
+				</Text>
+			</Section>
+			<Section className="text-center">
+				<Text
+					className="m-0 inline-block rounded px-8 py-4 font-bold font-mono text-2xl"
+					style={{
+						backgroundColor: emailBrand.inset,
+						border: `1px solid ${emailBrand.border}`,
+						color: emailBrand.foreground,
+						letterSpacing: "0.3em",
+					}}
+				>
+					{otp}
+				</Text>
+			</Section>
+			<EmailNote>
+				This code expires in {AUTH_EMAIL_EXPIRY_LABELS.oneTimeCode}. If you did
+				not request it, you can ignore this email. If this keeps happening,
+				change your password or contact support.
+			</EmailNote>
+		</EmailLayout>
+	);
+};
 
 OtpEmail.PreviewProps = {
 	otp: "482913",
+	type: "sign-in",
 } satisfies OtpEmailProps;
 
 export default OtpEmail;
diff --git a/packages/email/src/emails/reset-password-email.tsx b/packages/email/src/emails/reset-password-email.tsx
index 7af77e844..1138c248d 100644
--- a/packages/email/src/emails/reset-password-email.tsx
+++ b/packages/email/src/emails/reset-password-email.tsx
@@ -1,4 +1,5 @@
 import { Heading, Section, Text } from "react-email";
+import { AUTH_EMAIL_EXPIRY_LABELS } from "./auth-email-expiry";
 import { emailBrand } from "./email-brand";
 import { EmailButton } from "./email-button";
 import { EmailLayout } from "./email-layout";
@@ -11,7 +12,7 @@ interface ResetPasswordEmailProps {
 
 export const ResetPasswordEmail = ({ url }: ResetPasswordEmailProps) => (
 	<EmailLayout
-		preview="Click to choose a new password. Link expires in 1 hour."
+		preview={`Choose a new password. This link expires in ${AUTH_EMAIL_EXPIRY_LABELS.passwordReset}.`}
 		tagline="Password Reset"
 	>
 		<Section className="text-center">
@@ -19,7 +20,7 @@ export const ResetPasswordEmail = ({ url }: ResetPasswordEmailProps) => (
 				className="m-0 mb-3 font-semibold text-xl tracking-tight"
 				style={{ color: emailBrand.foreground }}
 			>
-				Reset Your Password
+				Reset your password
 			</Heading>
 			<Text
 				className="m-0 mb-6 text-sm leading-relaxed"
@@ -30,11 +31,11 @@ export const ResetPasswordEmail = ({ url }: ResetPasswordEmailProps) => (
 			</Text>
 		</Section>
 		<Section className="text-center">
-			<EmailButton href={url}>Reset Password</EmailButton>
+			<EmailButton href={url}>Reset password</EmailButton>
 		</Section>
 		<EmailNote>
-			This link expires in 1 hour for security reasons. If you didn't request a
-			password reset, please ignore this email or contact support.
+			This link expires in {AUTH_EMAIL_EXPIRY_LABELS.passwordReset}. If you did
+			not request a password reset, you can ignore this email.
 		</EmailNote>
 		<EmailLinkFallback href={url} />
 	</EmailLayout>
diff --git a/packages/email/src/emails/uptime-alert-email.test.tsx b/packages/email/src/emails/uptime-alert-email.test.tsx
index a23a3c82d..048beba47 100644
--- a/packages/email/src/emails/uptime-alert-email.test.tsx
+++ b/packages/email/src/emails/uptime-alert-email.test.tsx
@@ -212,8 +212,8 @@ describe("UptimeAlertEmail — field fallbacks and optional props", () => {
 
 	test("defaults to kind='down' when kind is missing", async () => {
 		const html = await render({ url: "https://example.com" });
-		expect(html).toContain("is down");
-		expect(html).not.toContain("back up");
+		expect(html).toContain("Health check failed for");
+		expect(html).not.toContain("Health check passed for");
 	});
 
 	test("dashboardUrl absent → no dashboard button", async () => {
@@ -239,7 +239,7 @@ describe("UptimeAlertEmail — down vs recovered variants", () => {
 			siteLabel: "acme.com",
 			url: "https://acme.com",
 		});
-		expect(html).toContain("acme.com is down");
+		expect(html).toContain("Health check failed for acme.com");
 		expect(html).toContain("could not reach this URL");
 		expect(html.toLowerCase()).toContain("#dc2626");
 	});
@@ -250,8 +250,8 @@ describe("UptimeAlertEmail — down vs recovered variants", () => {
 			siteLabel: "acme.com",
 			url: "https://acme.com",
 		});
-		expect(html).toContain("acme.com is back up");
-		expect(html).toContain("latest health check succeeded");
+		expect(html).toContain("Health check passed for acme.com");
+		expect(html).toContain("latest health check passed");
 		expect(html.toLowerCase()).toContain("#22c55e");
 	});
 
@@ -421,7 +421,7 @@ describe("UptimeAlertEmail — SSL row", () => {
 describe("UptimeAlertEmail — preview text", () => {
 	test.each([
 		["down", "failed health check — HTTP timeout"],
-		["recovered", "is responding normally again"],
+		["recovered", "passed its latest health check"],
 	] as const)("%s preview matches current copy", async (kind, copy) => {
 		const html = await render({ kind, url: "https://example.com" });
 		expect(html).toContain(copy);
diff --git a/packages/email/src/emails/uptime-alert-email.tsx b/packages/email/src/emails/uptime-alert-email.tsx
index a52fd8331..78fd1286b 100644
--- a/packages/email/src/emails/uptime-alert-email.tsx
+++ b/packages/email/src/emails/uptime-alert-email.tsx
@@ -123,16 +123,18 @@ export const UptimeAlertEmail = ({
 			preview={
 				isDown
 					? `${safe} failed health check — HTTP ${httpCode || "timeout"}`
-					: `${safe} is responding normally again`
+					: `${safe} passed its latest health check`
 			}
-			tagline={isDown ? "Uptime alert" : "Site recovered"}
+			tagline={isDown ? "Health check failed" : "Health check passed"}
 		>
 			<Section className="text-center">
 				<Heading
 					className="m-0 mb-3 font-semibold text-xl tracking-tight"
 					style={{ color: emailBrand.foreground }}
 				>
-					{isDown ? `${safe} is down` : `${safe} is back up`}
+					{isDown
+						? `Health check failed for ${safe}`
+						: `Health check passed for ${safe}`}
 				</Heading>
 				<Text
 					className="m-0 mb-4 text-sm leading-relaxed"
@@ -140,7 +142,7 @@ export const UptimeAlertEmail = ({
 				>
 					{isDown
 						? "We could not reach this URL during the latest health check."
-						: "The latest health check succeeded. Your site responded normally."}
+						: "The latest health check passed after a previous failed check."}
 				</Text>
 			</Section>
 
diff --git a/packages/email/src/emails/usage-alert-email.tsx b/packages/email/src/emails/usage-alert-email.tsx
index b20d40fbb..1432d56b3 100644
--- a/packages/email/src/emails/usage-alert-email.tsx
+++ b/packages/email/src/emails/usage-alert-email.tsx
@@ -2,57 +2,80 @@ import { Heading, Link, Section, Text } from "react-email";
 import { emailBrand } from "./email-brand";
 import { EmailButton } from "./email-button";
 import { EmailLayout } from "./email-layout";
+import {
+	formatResetDate,
+	formatUsageNumber,
+	formatUsagePercentage,
+} from "./usage-email-utils";
 
-interface UsageAlertEmailProps {
-	alertName?: string;
-	featureName?: string;
-	threshold?: number;
-	thresholdType?: "usage" | "usage_percentage_threshold";
-	userName?: string;
+export interface UsageAlertEmailProps {
+	featureDescription: string;
+	featureName: string;
+	limitAmount: number;
+	nextResetAt?: number | null;
+	organizationName?: string;
+	overageAllowed: boolean;
+	pausedActivity: string;
+	remainingAmount: number;
+	usageAmount: number;
+	usageUnit: string;
 }
 
 export const UsageAlertEmail = ({
-	featureName = "Events",
-	threshold = 80,
-	thresholdType = "usage_percentage_threshold",
-	alertName,
-	userName,
+	featureDescription,
+	featureName,
+	limitAmount,
+	nextResetAt,
+	organizationName,
+	overageAllowed,
+	pausedActivity,
+	remainingAmount,
+	usageAmount,
+	usageUnit,
 }: UsageAlertEmailProps) => {
-	const greeting = userName ? `Hi ${userName},` : "Hi there,";
-	const isPercentage = thresholdType === "usage_percentage_threshold";
-	const thresholdLabel = isPercentage
-		? `${threshold}%`
-		: threshold.toLocaleString();
-	const headingText = alertName ?? `${thresholdLabel} of ${featureName} used`;
+	const usage = formatUsageNumber(usageAmount);
+	const limit = formatUsageNumber(limitAmount);
+	const remaining = formatUsageNumber(Math.max(0, remainingAmount));
+	const percentage = formatUsagePercentage(usageAmount, limitAmount);
+	const resetDate = formatResetDate(nextResetAt);
+	const context = organizationName ? ` for ${organizationName}` : "";
 
 	return (
 		<EmailLayout
-			preview={`You've used ${thresholdLabel} of your ${featureName.toLowerCase()}. Upgrade to avoid interruption.`}
-			tagline="Usage Alert"
+			preview={`${featureName}${context}: ${usage} of ${limit} ${usageUnit} used, with ${remaining} remaining.`}
+			tagline="Usage notice"
 		>
 			<Section className="text-center">
 				<Heading
 					className="m-0 mb-3 font-semibold text-xl tracking-tight"
 					style={{ color: emailBrand.foreground }}
 				>
-					{headingText}
+					{featureName} is at {percentage}
 				</Heading>
 			</Section>
 
 			<Section className="mt-4">
 				<Text
 					className="m-0 mb-4 text-sm leading-relaxed"
-					style={{ color: emailBrand.foreground }}
+					style={{ color: emailBrand.muted }}
 				>
-					{greeting}
+					You have used {usage} of {limit} {usageUnit}
+					{context} this billing period. {remaining} remain.
 				</Text>
 				<Text
 					className="m-0 mb-4 text-sm leading-relaxed"
 					style={{ color: emailBrand.muted }}
 				>
-					{isPercentage
-						? `You've used ${thresholdLabel} of your ${featureName.toLowerCase()} allowance this billing period. Consider upgrading your plan to avoid hitting your limit.`
-						: `Your ${featureName.toLowerCase()} usage has crossed ${thresholdLabel} this billing period. Consider upgrading your plan if you need more capacity.`}
+					{featureDescription}
+				</Text>
+				<Text
+					className="m-0 mb-4 text-sm leading-relaxed"
+					style={{ color: emailBrand.muted }}
+				>
+					{overageAllowed
+						? "Your billing settings allow usage beyond the included allowance. Additional usage may be billed according to your plan."
+						: `If the remaining allowance reaches zero, access to ${pausedActivity} will pause until the allowance resets or the plan is changed.`}
+					{resetDate ? ` The current allowance resets ${resetDate} UTC.` : ""}
 				</Text>
 			</Section>
 
@@ -67,19 +90,22 @@ export const UsageAlertEmail = ({
 					className="m-0 mb-1 text-center text-xs uppercase tracking-wider"
 					style={{ color: emailBrand.muted }}
 				>
-					Alert Threshold
+					Current usage
 				</Text>
 				<Text
 					className="m-0 text-center font-semibold text-2xl"
 					style={{ color: emailBrand.amber }}
 				>
-					{thresholdLabel}
+					{usage}{" "}
+					<span style={{ color: emailBrand.muted, fontWeight: "normal" }}>
+						/ {limit} {usageUnit}
+					</span>
 				</Text>
 			</Section>
 
 			<Section className="text-center">
 				<EmailButton href="https://app.databuddy.cc/billing">
-					View Plans
+					Review usage and plans
 				</EmailButton>
 			</Section>
 
@@ -95,6 +121,13 @@ export const UsageAlertEmail = ({
 					>
 						documentation
 					</Link>
+					, or manage these emails in your{" "}
+					<Link
+						href="https://app.databuddy.cc/settings/notifications"
+						style={{ color: emailBrand.coral, textDecoration: "underline" }}
+					>
+						notification settings
+					</Link>
 					.
 				</Text>
 			</Section>
@@ -103,10 +136,17 @@ export const UsageAlertEmail = ({
 };
 
 UsageAlertEmail.PreviewProps = {
-	featureName: "Events",
-	threshold: 80,
-	thresholdType: "usage_percentage_threshold",
-	userName: "Ada",
+	featureDescription:
+		"This allowance powers Databunny questions and AI analysis. More complex work uses more of it.",
+	featureName: "Databunny usage",
+	limitAmount: 350,
+	nextResetAt: Date.UTC(2026, 7, 1),
+	organizationName: "Acme Inc",
+	overageAllowed: false,
+	pausedActivity: "Databunny questions and AI analysis",
+	remainingAmount: 70,
+	usageAmount: 280,
+	usageUnit: "allowance units",
 } satisfies UsageAlertEmailProps;
 
 export default UsageAlertEmail;
diff --git a/packages/email/src/emails/usage-email-copy.test.tsx b/packages/email/src/emails/usage-email-copy.test.tsx
new file mode 100644
index 000000000..80d842ebd
--- /dev/null
+++ b/packages/email/src/emails/usage-email-copy.test.tsx
@@ -0,0 +1,53 @@
+import { describe, expect, test } from "bun:test";
+import { render } from "react-email";
+import { UsageAlertEmail } from "./usage-alert-email";
+import { UsageLimitEmail } from "./usage-limit-email";
+
+const FEATURE_COPY = {
+	featureDescription:
+		"This allowance powers Databunny questions and AI analysis. More complex work uses more of it.",
+	featureName: "Databunny usage",
+	limitAmount: 350,
+	nextResetAt: Date.UTC(2026, 7, 1),
+	organizationName: "Acme",
+	overageAllowed: false,
+	pausedActivity: "Databunny questions and AI analysis",
+	remainingAmount: 62,
+	usageAmount: 288,
+	usageUnit: "allowance units",
+} as const;
+
+describe("billing usage email copy", () => {
+	test("explains Databunny usage with real values and no owner greeting", async () => {
+		const text = await render(UsageAlertEmail(FEATURE_COPY), {
+			plainText: true,
+		});
+
+		expect(text).toContain("288 of 350 allowance units");
+		expect(text).toContain("62 remain");
+		expect(text).toContain("powers Databunny questions and AI analysis");
+		expect(text).toContain("More complex work uses more of it");
+		expect(text).not.toContain("agent credits");
+		expect(text).not.toContain("Hi ");
+	});
+
+	test("hard-limit copy reflects the supplied availability instead of inventing grace", async () => {
+		const text = await render(
+			UsageLimitEmail({
+				...FEATURE_COPY,
+				isAvailable: false,
+				limitType: "spend_limit",
+				remainingAmount: 0,
+				usageAmount: 350,
+			}),
+			{ plainText: true }
+		);
+
+		expect(text).toContain(
+			"Access to Databunny questions and AI analysis is currently paused"
+		);
+		expect(text).toContain("350 of 350 allowance units");
+		expect(text).not.toContain("1.5x");
+		expect(text).not.toContain("10,000");
+	});
+});
diff --git a/packages/email/src/emails/usage-email-utils.ts b/packages/email/src/emails/usage-email-utils.ts
new file mode 100644
index 000000000..2697ab180
--- /dev/null
+++ b/packages/email/src/emails/usage-email-utils.ts
@@ -0,0 +1,27 @@
+const usageNumberFormatter = new Intl.NumberFormat("en-US", {
+	maximumFractionDigits: 1,
+});
+
+const resetDateFormatter = new Intl.DateTimeFormat("en-US", {
+	dateStyle: "medium",
+	timeStyle: "short",
+	timeZone: "UTC",
+});
+
+export function formatUsageNumber(value: number): string {
+	return usageNumberFormatter.format(value);
+}
+
+export function formatUsagePercentage(usage: number, limit: number): string {
+	if (!(Number.isFinite(usage) && Number.isFinite(limit)) || limit <= 0) {
+		return "—";
+	}
+	return `${Math.round((usage / limit) * 100)}%`;
+}
+
+export function formatResetDate(timestamp?: number | null): string | undefined {
+	if (timestamp == null || !Number.isFinite(timestamp)) {
+		return;
+	}
+	return resetDateFormatter.format(new Date(timestamp));
+}
diff --git a/packages/email/src/emails/usage-limit-email.tsx b/packages/email/src/emails/usage-limit-email.tsx
index e09caebf4..064a50821 100644
--- a/packages/email/src/emails/usage-limit-email.tsx
+++ b/packages/email/src/emails/usage-limit-email.tsx
@@ -2,69 +2,89 @@ import { Heading, Link, Section, Text } from "react-email";
 import { emailBrand } from "./email-brand";
 import { EmailButton } from "./email-button";
 import { EmailLayout } from "./email-layout";
+import { formatResetDate, formatUsageNumber } from "./usage-email-utils";
 
-interface UsageLimitEmailProps {
-	featureName?: string;
-	limitAmount?: number;
-	thresholdType?: "limit_reached" | "allowance_used";
-	usageAmount?: number;
-	userName?: string;
-}
+export type UsageLimitType = "included" | "max_purchase" | "spend_limit";
 
-function formatNumber(num: number): string {
-	if (num >= 1_000_000) {
-		return `${(num / 1_000_000).toFixed(1)}M`;
-	}
-	if (num >= 1000) {
-		return `${(num / 1000).toFixed(1)}K`;
-	}
-	return num.toLocaleString();
+export interface UsageLimitEmailProps {
+	featureDescription: string;
+	featureName: string;
+	isAvailable: boolean;
+	limitAmount: number;
+	limitType: UsageLimitType;
+	nextResetAt?: number | null;
+	organizationName?: string;
+	overageAllowed: boolean;
+	pausedActivity: string;
+	remainingAmount: number;
+	usageAmount: number;
+	usageUnit: string;
 }
 
+const LIMIT_HEADINGS: Record<UsageLimitType, string> = {
+	included: "Included allowance used",
+	max_purchase: "Top-up limit reached",
+	spend_limit: "Spending limit reached",
+};
+
 export const UsageLimitEmail = ({
-	featureName = "Events",
-	usageAmount = 10_000,
-	limitAmount = 10_000,
-	userName,
-	thresholdType = "limit_reached",
+	featureDescription,
+	featureName,
+	isAvailable,
+	limitAmount,
+	limitType,
+	nextResetAt,
+	organizationName,
+	overageAllowed,
+	pausedActivity,
+	remainingAmount,
+	usageAmount,
+	usageUnit,
 }: UsageLimitEmailProps) => {
-	const greeting = userName ? `Hi ${userName},` : "Hi there,";
-	const isLimitReached = thresholdType === "limit_reached";
-	const usageFormatted = formatNumber(usageAmount);
-	const limitFormatted = formatNumber(limitAmount);
-	const graceFormatted = formatNumber(Math.floor(limitAmount * 1.5));
+	const usage = formatUsageNumber(usageAmount);
+	const limit = formatUsageNumber(limitAmount);
+	const remaining = formatUsageNumber(Math.max(0, remainingAmount));
+	const resetDate = formatResetDate(nextResetAt);
+	const context = organizationName ? ` for ${organizationName}` : "";
+	const availability = isAvailable ? "can continue" : "is paused";
 
 	return (
 		<EmailLayout
-			preview={`${usageFormatted}/${limitFormatted} ${featureName.toLowerCase()} used. Tracking pauses at ${graceFormatted}.`}
-			tagline="Usage Alert"
+			preview={`${featureName}${context} ${availability}: ${usage} of ${limit} ${usageUnit} used.`}
+			tagline="Usage limit notice"
 		>
 			<Section className="text-center">
 				<Heading
 					className="m-0 mb-3 font-semibold text-xl tracking-tight"
 					style={{ color: emailBrand.foreground }}
 				>
-					{isLimitReached
-						? `${featureName} Limit Reached`
-						: `${featureName} Allowance Used`}
+					{featureName}: {LIMIT_HEADINGS[limitType]}
 				</Heading>
 			</Section>
 
 			<Section className="mt-4">
 				<Text
 					className="m-0 mb-4 text-sm leading-relaxed"
-					style={{ color: emailBrand.foreground }}
+					style={{ color: emailBrand.muted }}
+				>
+					Current usage{context} is {usage} of {limit} {usageUnit}, with{" "}
+					{remaining} remaining.
+				</Text>
+				<Text
+					className="m-0 mb-4 text-sm leading-relaxed"
+					style={{ color: emailBrand.muted }}
 				>
-					{greeting}
+					{featureDescription}
 				</Text>
 				<Text
 					className="m-0 mb-4 text-sm leading-relaxed"
 					style={{ color: emailBrand.muted }}
 				>
-					You've used all {limitFormatted} of your included{" "}
-					{featureName.toLowerCase()} this billing period. You can continue up
-					to {graceFormatted} (1.5x) before tracking is paused. To avoid
-					interruption, consider upgrading your plan.
+					{isAvailable
+						? overageAllowed
+							? `Access to ${pausedActivity} can continue. Additional usage may be billed according to your plan.`
+							: `Access to ${pausedActivity} can continue with the remaining allowance shown above.`
+						: `Access to ${pausedActivity} is currently paused. Change the billing limit or plan to resume it${resetDate ? `, or wait until the allowance resets ${resetDate} UTC` : ""}.`}
 				</Text>
 			</Section>
 
@@ -79,22 +99,22 @@ export const UsageLimitEmail = ({
 					className="m-0 mb-1 text-center text-xs uppercase tracking-wider"
 					style={{ color: emailBrand.muted }}
 				>
-					Current Usage
+					Current usage
 				</Text>
 				<Text
 					className="m-0 text-center font-semibold text-2xl"
 					style={{ color: emailBrand.foreground }}
 				>
-					{usageFormatted}{" "}
+					{usage}{" "}
 					<span style={{ color: emailBrand.muted, fontWeight: "normal" }}>
-						/ {limitFormatted}
+						/ {limit} {usageUnit}
 					</span>
 				</Text>
 			</Section>
 
 			<Section className="text-center">
 				<EmailButton href="https://app.databuddy.cc/billing">
-					View Plans
+					Review billing settings
 				</EmailButton>
 			</Section>
 
@@ -110,6 +130,13 @@ export const UsageLimitEmail = ({
 					>
 						documentation
 					</Link>
+					, or manage these emails in your{" "}
+					<Link
+						href="https://app.databuddy.cc/settings/notifications"
+						style={{ color: emailBrand.coral, textDecoration: "underline" }}
+					>
+						notification settings
+					</Link>
 					.
 				</Text>
 			</Section>
@@ -118,11 +145,19 @@ export const UsageLimitEmail = ({
 };
 
 UsageLimitEmail.PreviewProps = {
-	featureName: "Events",
-	limitAmount: 10_000,
-	thresholdType: "limit_reached",
-	usageAmount: 10_000,
-	userName: "Ada",
+	featureDescription:
+		"This allowance powers Databunny questions and AI analysis. More complex work uses more of it.",
+	featureName: "Databunny usage",
+	isAvailable: false,
+	limitAmount: 350,
+	limitType: "included",
+	nextResetAt: Date.UTC(2026, 7, 1),
+	organizationName: "Acme Inc",
+	overageAllowed: false,
+	pausedActivity: "Databunny questions and AI analysis",
+	remainingAmount: 0,
+	usageAmount: 350,
+	usageUnit: "allowance units",
 } satisfies UsageLimitEmailProps;
 
 export default UsageLimitEmail;
diff --git a/packages/email/src/emails/verification-email.tsx b/packages/email/src/emails/verification-email.tsx
index 1d375cf4b..69dd0f7e2 100644
--- a/packages/email/src/emails/verification-email.tsx
+++ b/packages/email/src/emails/verification-email.tsx
@@ -1,4 +1,5 @@
 import { Heading, Section, Text } from "react-email";
+import { AUTH_EMAIL_EXPIRY_LABELS } from "./auth-email-expiry";
 import { emailBrand } from "./email-brand";
 import { EmailButton } from "./email-button";
 import { EmailLayout } from "./email-layout";
@@ -11,7 +12,7 @@ interface VerificationEmailProps {
 
 export const VerificationEmail = ({ url }: VerificationEmailProps) => (
 	<EmailLayout
-		preview="Click to verify and start using Databuddy. Link expires in 24 hours."
+		preview={`Verify your email to start using Databuddy. This link expires in ${AUTH_EMAIL_EXPIRY_LABELS.emailVerification}.`}
 		tagline="Welcome to Databuddy"
 	>
 		<Section className="text-center">
@@ -19,7 +20,7 @@ export const VerificationEmail = ({ url }: VerificationEmailProps) => (
 				className="m-0 mb-3 font-semibold text-xl tracking-tight"
 				style={{ color: emailBrand.foreground }}
 			>
-				Verify Your Email
+				Verify your email
 			</Heading>
 			<Text
 				className="m-0 mb-6 text-sm leading-relaxed"
@@ -30,11 +31,11 @@ export const VerificationEmail = ({ url }: VerificationEmailProps) => (
 			</Text>
 		</Section>
 		<Section className="text-center">
-			<EmailButton href={url}>Verify Email Address</EmailButton>
+			<EmailButton href={url}>Verify email address</EmailButton>
 		</Section>
 		<EmailNote>
-			This link expires in 24 hours. If you didn't create an account, you can
-			safely ignore this email.
+			This link expires in {AUTH_EMAIL_EXPIRY_LABELS.emailVerification}. If you
+			did not create an account, you can ignore this email.
 		</EmailNote>
 		<EmailLinkFallback href={url} />
 	</EmailLayout>
diff --git a/packages/notifications/src/__tests__/alarm-config.test.ts b/packages/notifications/src/__tests__/alarm-config.test.ts
index 77143880f..1cfc3fd79 100644
--- a/packages/notifications/src/__tests__/alarm-config.test.ts
+++ b/packages/notifications/src/__tests__/alarm-config.test.ts
@@ -3,6 +3,7 @@ import {
 	buildAlarmNotificationConfig,
 	buildAlarmNotificationTargets,
 } from "../alarm-config";
+import { NotificationClient } from "../client";
 
 describe("buildAlarmNotificationTargets", () => {
 	test("keeps same-channel destinations as separate delivery targets", () => {
@@ -39,6 +40,43 @@ describe("buildAlarmNotificationTargets", () => {
 			headers: { "X-Alarm": "keep-me" },
 		});
 	});
+
+	test("reports email delivery as failed when Resend is not configured", async () => {
+		const previousApiKey = process.env.RESEND_API_KEY;
+		delete process.env.RESEND_API_KEY;
+		try {
+			const [target] = buildAlarmNotificationTargets([
+				{
+					type: "email",
+					identifier: "recipient@example.com",
+					config: {},
+				},
+			]);
+			expect(target).toBeDefined();
+			if (!target) {
+				return;
+			}
+
+			const results = await new NotificationClient(target.clientConfig).send(
+				{ title: "Test alert", message: "Test delivery" },
+				{ channels: [target.channel] }
+			);
+
+			expect(results).toEqual([
+				{
+					success: false,
+					channel: "email",
+					error: "Email delivery is not configured",
+				},
+			]);
+		} finally {
+			if (previousApiKey === undefined) {
+				delete process.env.RESEND_API_KEY;
+			} else {
+				process.env.RESEND_API_KEY = previousApiKey;
+			}
+		}
+	});
 });
 
 describe("buildAlarmNotificationConfig", () => {
diff --git a/packages/notifications/src/__tests__/providers/email.test.ts b/packages/notifications/src/__tests__/providers/email.test.ts
new file mode 100644
index 000000000..43c9f69cb
--- /dev/null
+++ b/packages/notifications/src/__tests__/providers/email.test.ts
@@ -0,0 +1,53 @@
+import { describe, expect, mock, test } from "bun:test";
+import type { EmailPayload } from "../../types";
+import { EmailProvider } from "../../providers/email";
+
+describe("EmailProvider", () => {
+	test("builds plain text and hides internal metadata from recipients", async () => {
+		let delivered: EmailPayload | undefined;
+		const sendEmailAction = mock(async (payload: EmailPayload) => {
+			delivered = payload;
+		});
+		const provider = new EmailProvider({
+			defaultTo: "recipient@example.com",
+			sendEmailAction,
+		});
+
+		const result = await provider.send({
+			title: "Site alert",
+			message: "The site is unavailable.",
+			metadata: {
+				dashboardUrl: "https://app.databuddy.cc/monitors/1",
+				monitorId: "internal-monitor-id",
+				template: "uptime",
+				zScore: 9.42,
+			},
+		});
+
+		expect(result).toEqual({ success: true, channel: "email" });
+		expect(delivered?.text).toContain("Dashboard Url:");
+		expect(delivered?.text).not.toContain("internal-monitor-id");
+		expect(delivered?.text).not.toContain("Template:");
+		expect(delivered?.text).not.toContain("Z score:");
+	});
+
+	test("returns a failed channel result when delivery throws", async () => {
+		const provider = new EmailProvider({
+			defaultTo: "recipient@example.com",
+			sendEmailAction: async () => {
+				throw new Error("Email delivery failed: provider unavailable");
+			},
+		});
+
+		const result = await provider.send({
+			title: "Site alert",
+			message: "The site is unavailable.",
+		});
+
+		expect(result).toEqual({
+			success: false,
+			channel: "email",
+			error: "Email delivery failed: provider unavailable",
+		});
+	});
+});
diff --git a/packages/notifications/src/__tests__/providers/slack.test.ts b/packages/notifications/src/__tests__/providers/slack.test.ts
new file mode 100644
index 000000000..e17170b26
--- /dev/null
+++ b/packages/notifications/src/__tests__/providers/slack.test.ts
@@ -0,0 +1,37 @@
+import { describe, expect, test } from "bun:test";
+import { buildSlackBlocks } from "../../providers/slack";
+
+describe("buildSlackBlocks", () => {
+	test("splits metadata into Slack-safe sections and hides internal fields", () => {
+		const metadata = Object.fromEntries(
+			Array.from({ length: 12 }, (_, index) => [`field${index}`, index])
+		);
+		const blocks = buildSlackBlocks({
+			title: "Anomaly detected",
+			message: "Traffic changed.",
+			metadata: {
+				...metadata,
+				alarmId: "internal-alarm-id",
+				template: "anomaly",
+				zScore: 7.1,
+			},
+		});
+
+		const fieldSections = blocks.filter((block) => block.fields);
+		expect(fieldSections).toHaveLength(2);
+		expect(fieldSections[0]?.fields).toHaveLength(10);
+		expect(fieldSections[1]?.fields).toHaveLength(2);
+		expect(JSON.stringify(blocks)).not.toContain("internal-alarm-id");
+		expect(JSON.stringify(blocks)).not.toContain("zScore");
+	});
+
+	test("bounds header and message length before calling Slack", () => {
+		const blocks = buildSlackBlocks({
+			title: "T".repeat(200),
+			message: "M".repeat(4000),
+		});
+
+		expect(blocks[0]?.text?.text.length).toBe(150);
+		expect(blocks[1]?.text?.text.length).toBe(2900);
+	});
+});
diff --git a/packages/notifications/src/__tests__/templates/uptime.test.ts b/packages/notifications/src/__tests__/templates/uptime.test.ts
index ea535ba02..1353520c4 100644
--- a/packages/notifications/src/__tests__/templates/uptime.test.ts
+++ b/packages/notifications/src/__tests__/templates/uptime.test.ts
@@ -24,7 +24,7 @@ describe("buildUptimeNotificationPayload", () => {
 			const result = buildUptimeNotificationPayload(
 				makeInput({ kind: "down" })
 			);
-			expect(result.title).toBe("Uptime: Acme Corp is down");
+			expect(result.title).toBe("Health check failed: Acme Corp");
 			expect(result.priority).toBe("urgent");
 		});
 
@@ -32,7 +32,7 @@ describe("buildUptimeNotificationPayload", () => {
 			const result = buildUptimeNotificationPayload(
 				makeInput({ kind: "recovered" })
 			);
-			expect(result.title).toBe("Uptime: Acme Corp is back up");
+			expect(result.title).toBe("Health check passed: Acme Corp");
 			expect(result.priority).toBe("normal");
 		});
 	});
diff --git a/packages/notifications/src/alarm-config.ts b/packages/notifications/src/alarm-config.ts
index c4ee36b31..e27d386f8 100644
--- a/packages/notifications/src/alarm-config.ts
+++ b/packages/notifications/src/alarm-config.ts
@@ -127,15 +127,21 @@ export function buildAlarmNotificationTargets(
 							const { Resend } = await import("resend");
 							const apiKey = process.env.RESEND_API_KEY;
 							if (!apiKey) {
-								return;
+								throw new Error("Email delivery is not configured");
 							}
 							const resend = new Resend(apiKey);
-							await resend.emails.send({
+							const result = await resend.emails.send({
 								from: payload.from || "Databuddy <alerts@databuddy.cc>",
 								to: Array.isArray(payload.to) ? payload.to : [payload.to],
 								subject: payload.subject,
 								html: payload.html || payload.text || "",
+								...(payload.text ? { text: payload.text } : {}),
 							});
+							if (result.error) {
+								throw new Error(
+									`Email delivery failed: ${result.error.message}`
+								);
+							}
 						},
 					},
 				},
diff --git a/packages/notifications/src/client.ts b/packages/notifications/src/client.ts
index 8fd48ae24..551d4c6df 100644
--- a/packages/notifications/src/client.ts
+++ b/packages/notifications/src/client.ts
@@ -95,13 +95,21 @@ export class NotificationClient {
 			})
 		);
 
-		return results.map((result, index) => {
+		return channels.map((channel, index) => {
+			const result = results[index];
+			if (!result) {
+				return {
+					success: false,
+					channel,
+					error: "Notification provider returned no result",
+				} satisfies NotificationResult;
+			}
 			if (result.status === "fulfilled") {
 				return result.value;
 			}
 			return {
 				success: false,
-				channel: channels[index],
+				channel,
 				error:
 					result.reason instanceof Error
 						? result.reason.message
diff --git a/packages/notifications/src/providers/email.ts b/packages/notifications/src/providers/email.ts
index ec986fd28..e28b4e5e1 100644
--- a/packages/notifications/src/providers/email.ts
+++ b/packages/notifications/src/providers/email.ts
@@ -5,6 +5,8 @@ import type {
 } from "../types";
 import { BaseProvider } from "./base";
 
+const FIRST_CHARACTER_PATTERN = /^./;
+
 export interface EmailProviderConfig {
 	defaultTo?: string | string[];
 	from?: string;
@@ -23,6 +25,22 @@ function escapeHtml(str: string): string {
 		.replaceAll("'", "&#39;");
 }
 
+function isUserFacingMetadata(key: string): boolean {
+	return !(
+		key === "to" ||
+		key === "template" ||
+		key === "zScore" ||
+		key.endsWith("Id")
+	);
+}
+
+function formatMetadataLabel(key: string): string {
+	return key
+		.replaceAll(/([a-z0-9])([A-Z])/g, "$1 $2")
+		.replaceAll(/[_-]+/g, " ")
+		.replace(FIRST_CHARACTER_PATTERN, (character) => character.toUpperCase());
+}
+
 export class EmailProvider extends BaseProvider {
 	private readonly sendEmailAction: (payload: EmailPayload) => Promise<unknown>;
 	private readonly defaultTo?: string | string[];
@@ -73,14 +91,16 @@ export class EmailProvider extends BaseProvider {
 		}
 
 		const metadataEntries = payload.metadata
-			? Object.entries(payload.metadata).filter(([key]) => key !== "to")
+			? Object.entries(payload.metadata).filter(([key]) =>
+					isUserFacingMetadata(key)
+				)
 			: [];
 
 		const sanitize = (s: string) => s.replaceAll(/[\r\n]/g, " ");
 
 		const metadataText =
 			metadataEntries.length > 0
-				? `\n\n${metadataEntries.map(([key, value]) => `${sanitize(key)}: ${sanitize(String(value))}`).join("\n")}`
+				? `\n\n${metadataEntries.map(([key, value]) => `${sanitize(formatMetadataLabel(key))}: ${sanitize(String(value))}`).join("\n")}`
 				: "";
 
 		const text = `${payload.message}${metadataText}`;
@@ -90,7 +110,7 @@ export class EmailProvider extends BaseProvider {
 				? `<table style="margin-top:16px;border-collapse:collapse">${metadataEntries
 						.map(
 							([key, value]) =>
-								`<tr><td style="padding:4px 12px 4px 0;font-weight:600">${escapeHtml(key)}</td><td style="padding:4px 0">${escapeHtml(String(value))}</td></tr>`
+								`<tr><td style="padding:4px 12px 4px 0;font-weight:600">${escapeHtml(formatMetadataLabel(key))}</td><td style="padding:4px 0">${escapeHtml(String(value))}</td></tr>`
 						)
 						.join("")}</table>`
 				: "";
diff --git a/packages/notifications/src/providers/slack.ts b/packages/notifications/src/providers/slack.ts
index 9d0a28b75..e8abb4114 100644
--- a/packages/notifications/src/providers/slack.ts
+++ b/packages/notifications/src/providers/slack.ts
@@ -5,6 +5,92 @@ import type {
 } from "../types";
 import { BaseProvider } from "./base";
 
+const MAX_HEADER_LENGTH = 150;
+const MAX_MESSAGE_LENGTH = 2900;
+const MAX_FIELD_LENGTH = 1900;
+const MAX_FIELDS_PER_SECTION = 10;
+const FIRST_CHARACTER_PATTERN = /^./;
+
+function truncate(value: string, maxLength: number): string {
+	if (value.length <= maxLength) {
+		return value;
+	}
+	return `${value.slice(0, maxLength - 1)}…`;
+}
+
+function isUserFacingMetadata(key: string): boolean {
+	return !(
+		key === "to" ||
+		key === "template" ||
+		key === "zScore" ||
+		key.endsWith("Id")
+	);
+}
+
+function formatMetadataLabel(key: string): string {
+	return key
+		.replaceAll(/([a-z0-9])([A-Z])/g, "$1 $2")
+		.replaceAll(/[_-]+/g, " ")
+		.replace(FIRST_CHARACTER_PATTERN, (character) => character.toUpperCase());
+}
+
+export function buildSlackBlocks(
+	payload: NotificationPayload
+): NonNullable<SlackPayload["blocks"]> {
+	const blocks: NonNullable<SlackPayload["blocks"]> = [
+		{
+			type: "header",
+			text: {
+				type: "plain_text",
+				text: truncate(payload.title, MAX_HEADER_LENGTH),
+			},
+		},
+		{
+			type: "section",
+			text: {
+				type: "mrkdwn",
+				text: truncate(payload.message, MAX_MESSAGE_LENGTH),
+			},
+		},
+	];
+
+	const metadataFields = payload.metadata
+		? Object.entries(payload.metadata)
+				.filter(([key]) => isUserFacingMetadata(key))
+				.map(([key, value]) => ({
+					type: "mrkdwn" as const,
+					text: truncate(
+						`*${formatMetadataLabel(key)}*\n${String(value)}`,
+						MAX_FIELD_LENGTH
+					),
+				}))
+		: [];
+	for (
+		let index = 0;
+		index < metadataFields.length;
+		index += MAX_FIELDS_PER_SECTION
+	) {
+		blocks.push({
+			type: "section",
+			fields: metadataFields.slice(index, index + MAX_FIELDS_PER_SECTION),
+		});
+	}
+
+	if (payload.priority && payload.priority !== "normal") {
+		blocks.push({
+			type: "context",
+			elements: [
+				{
+					type: "mrkdwn",
+					text: `Priority: *${payload.priority.toUpperCase()}*`,
+				},
+			],
+		});
+	}
+
+	return blocks;
+}
+
 export interface SlackProviderConfig {
 	channel?: string;
 	iconEmoji?: string;
@@ -82,42 +168,9 @@ export class SlackProvider extends BaseProvider {
 	}
 
 	private buildPayload(payload: NotificationPayload): SlackPayload {
-		const blocks: SlackPayload["blocks"] = [
-			{
-				type: "header",
-				text: { type: "plain_text", text: payload.title },
-			},
-			{
-				type: "section",
-				text: { type: "mrkdwn", text: payload.message },
-			},
-		];
-
-		if (payload.metadata && Object.keys(payload.metadata).length > 0) {
-			blocks.push({
-				type: "section",
-				fields: Object.entries(payload.metadata).map(([key, value]) => ({
-					type: "mrkdwn" as const,
-					text: `*${key}*\n${String(value)}`,
-				})),
-			});
-		}
-
-		if (payload.priority && payload.priority !== "normal") {
-			blocks.push({
-				type: "context",
-				elements: [
-					{
-						type: "mrkdwn",
-						text: `Priority: *${payload.priority.toUpperCase()}*`,
-					},
-				],
-			});
-		}
-
 		return {
-			blocks,
-			text: payload.title,
+			blocks: buildSlackBlocks(payload),
+			text: truncate(payload.title, MAX_MESSAGE_LENGTH),
 			...(this.channel && { channel: this.channel }),
 			...(this.username && { username: this.username }),
 			...(this.iconEmoji && { icon_emoji: this.iconEmoji }),
diff --git a/packages/notifications/src/templates/uptime.ts b/packages/notifications/src/templates/uptime.ts
index 820b221ac..3d46ee789 100644
--- a/packages/notifications/src/templates/uptime.ts
+++ b/packages/notifications/src/templates/uptime.ts
@@ -104,9 +104,9 @@ function priorityForKind(kind: UptimeNotificationKind): NotificationPriority {
 
 function titleForInput(input: UptimeNotificationInput): string {
 	if (input.kind === "down") {
-		return `Uptime: ${input.siteLabel} is down`;
+		return `Health check failed: ${input.siteLabel}`;
 	}
-	return `Uptime: ${input.siteLabel} is back up`;
+	return `Health check passed: ${input.siteLabel}`;
 }
 
 /**
diff --git a/packages/rpc/src/index.ts b/packages/rpc/src/index.ts
index e628e609e..f2ac78af8 100644
--- a/packages/rpc/src/index.ts
+++ b/packages/rpc/src/index.ts
@@ -5,6 +5,7 @@ export {
 	recordORPCError,
 	setRpcRequestLoggerProvider,
 } from "./lib/rpc-log-context";
+export { getAutumn } from "./lib/autumn-client";
 export { setTrackingFn } from "./middleware/track-mutation";
 export {
 	type Context,
diff --git a/packages/rpc/src/routers/alarms.ts b/packages/rpc/src/routers/alarms.ts
index aabba0979..00098d913 100644
--- a/packages/rpc/src/routers/alarms.ts
+++ b/packages/rpc/src/routers/alarms.ts
@@ -410,8 +410,8 @@ export const alarmsRouter = {
 
 			const targets = toNotificationTargets(alarm.destinations);
 			const payload = {
-				title: `Test: ${alarm.name}`,
-				message: `This is a test notification from your "${alarm.name}" alarm. If you're reading this, the channel is working.`,
+				title: `Test alert: ${alarm.name}`,
+				message: `This is a test notification from your "${alarm.name}" alert. If you received it, this destination is working.`,
 				priority: "normal" as const,
 				metadata: {
 					template: "test",

From 34603834b55648c44432f1f84286dfc584c5d9d3 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:04:45 +0300
Subject: [PATCH 086/129] fix(dashboard): clarify billing auth and recovery
 states

---
 apps/dashboard/app/(auth)/auth/error/page.tsx |  37 +++--
 .../app/(auth)/login/forgot/page.tsx          |  12 +-
 .../app/(auth)/login/magic-sent/page.tsx      |  69 ++++++--
 .../dashboard/app/(auth)/login/magic/page.tsx |  38 +++--
 apps/dashboard/app/(auth)/login/page.tsx      |  15 +-
 .../(auth)/login/verification-needed/page.tsx |  73 +++++++--
 apps/dashboard/app/(auth)/register/page.tsx   |  38 +++--
 apps/dashboard/app/(dby)/dby/expired/page.tsx |   8 +-
 .../app/(dby)/dby/not-found/page.tsx          |   7 +-
 .../billing/actions/cancel-feedback-action.ts |   9 +
 .../components/billing-controls-card.tsx      |  17 +-
 .../components/cancel-subscription-dialog.tsx |  36 ++--
 .../billing/components/plan-status-badge.tsx  |   2 +-
 .../(main)/billing/components/topup-card.tsx  |  48 ++++--
 .../app/(main)/billing/history/page.tsx       |   2 +-
 .../app/(main)/billing/hooks/use-billing.ts   |  27 ++-
 apps/dashboard/app/(main)/billing/page.tsx    |  55 ++++---
 .../feedback/components/credits-panel.tsx     |  23 ++-
 .../feedback/components/redeem-dialog.tsx     |  12 +-
 apps/dashboard/app/(main)/links/page.tsx      |  10 +-
 .../onboarding/_components/step-explore.tsx   |   4 +-
 .../_components/step-install-tracking.test.ts |  18 ++
 .../_components/step-install-tracking.tsx     |  67 +-------
 .../components/api-keys-section.tsx           |   6 +-
 .../components/integrations-settings.tsx      |   6 +-
 .../app/(main)/settings/account/page.tsx      | 155 +++++++++++++-----
 .../_components/email-preferences-card.tsx    |   2 +-
 .../notification-test-result.test.ts          |  30 ++++
 .../_components/notification-test-result.ts   |  58 +++++++
 .../(main)/settings/notifications/page.tsx    |  21 ++-
 .../constants/settings-constants.ts           |  10 +-
 .../_components/utils/code-generators.test.ts |  17 ++
 .../_components/utils/tracking-defaults.ts    |   6 +-
 .../_components/utils/tracking-helpers.ts     |   7 -
 .../websites/[id]/_components/utils/types.ts  |   3 -
 .../app/(main)/websites/[id]/error.tsx        |   3 +-
 .../_components/error-summary-stats.tsx       |   2 +-
 .../_components/error-table-columns.test.ts   |  12 ++
 .../_components/error-table-columns.tsx       |  11 +-
 .../websites/[id]/errors/_components/utils.ts |   7 +
 .../app/(main)/websites/[id]/events/error.tsx |   3 +-
 .../app/(main)/websites/[id]/goals/page.tsx   |   2 +-
 apps/dashboard/app/(main)/websites/page.tsx   |   8 +-
 apps/dashboard/app/layout.tsx                 |   1 -
 apps/dashboard/app/public/[id]/layout.tsx     |   7 +-
 apps/dashboard/autumn.config.ts               |   9 +-
 .../components/agent/agent-chat-surface.tsx   |   2 +-
 .../components/agent/agent-commands.ts        |   2 +-
 .../components/agent/agent-credit-balance.tsx |  12 +-
 .../components/agent/agent-input.tsx          |  16 ++
 .../components/agent/chat-history.tsx         |   2 +-
 .../components/autumn/attach-dialog.tsx       |  19 ++-
 .../components/autumn/pricing-table.tsx       |  32 +++-
 .../components/charts/metrics-constants.ts    |   4 +-
 apps/dashboard/components/error-boundary.tsx  |  16 +-
 apps/dashboard/components/feature-gate.tsx    |  12 +-
 .../components/layout/mobile-sidebar.tsx      |  12 +-
 .../layout/navigation/navigation-config.tsx   |   2 +-
 .../layout/organization-selector.tsx          |   4 +-
 apps/dashboard/components/layout/sidebar.tsx  |  23 ++-
 .../organizations/api-key-sheet.tsx           |  11 +-
 .../components/resource-unavailable-state.tsx |   2 +-
 .../components/ui/command-search.tsx          |   8 +-
 .../components/ui/credit-arc-slider.tsx       |   4 +-
 .../components/website-error-state.tsx        |  61 ++++---
 apps/dashboard/error.tsx                      |   8 +-
 .../hooks/use-organization-invitations.ts     |  15 +-
 apps/dashboard/hooks/use-organizations.ts     |   4 +-
 .../ai-components/renderers/goals/list.tsx    |   2 +-
 .../lib/autumn/attach-dialog-copy.test.ts     |  24 +++
 .../lib/autumn/attach-dialog-copy.ts          |  55 +++++++
 .../lib/autumn/customer-plan-name.test.ts     |  12 ++
 .../lib/autumn/customer-plan-name.ts          |  14 ++
 apps/dashboard/lib/databunny-usage.ts         |   6 +
 apps/dashboard/lib/query-client.ts            |  10 +-
 apps/dashboard/lib/user-facing-error.test.ts  |  28 ++++
 apps/dashboard/lib/user-facing-error.ts       |  68 ++++++++
 apps/dashboard/proxy.test.ts                  |  26 +++
 apps/dashboard/proxy.ts                       |  21 ++-
 .../test/e2e/specs/core/organizations.spec.ts |   4 +-
 apps/insights/src/generation.ts               |   2 +-
 packages/ai/src/ai/mcp/run-agent.ts           |   2 +-
 packages/rpc/src/routers/billing.ts           |   6 +-
 packages/rpc/src/routers/flags.ts             |   2 +-
 packages/rpc/src/routers/link-folders.ts      |   2 +-
 packages/rpc/src/routers/links.ts             |   6 +-
 packages/rpc/src/routers/organizations.ts     |   4 +-
 packages/rpc/src/routers/target-groups.ts     |   2 +-
 packages/rpc/src/routers/uptime.ts            |   4 +-
 packages/rpc/src/routers/websites.ts          |  11 +-
 packages/shared/src/agent-discovery.ts        |  14 +-
 packages/shared/src/types/features.ts         |   8 +-
 92 files changed, 1136 insertions(+), 481 deletions(-)
 create mode 100644 apps/dashboard/app/(main)/onboarding/_components/step-install-tracking.test.ts
 create mode 100644 apps/dashboard/app/(main)/settings/notifications/_components/notification-test-result.test.ts
 create mode 100644 apps/dashboard/app/(main)/settings/notifications/_components/notification-test-result.ts
 create mode 100644 apps/dashboard/app/(main)/websites/[id]/_components/utils/code-generators.test.ts
 create mode 100644 apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.test.ts
 create mode 100644 apps/dashboard/lib/autumn/attach-dialog-copy.test.ts
 create mode 100644 apps/dashboard/lib/autumn/attach-dialog-copy.ts
 create mode 100644 apps/dashboard/lib/autumn/customer-plan-name.test.ts
 create mode 100644 apps/dashboard/lib/autumn/customer-plan-name.ts
 create mode 100644 apps/dashboard/lib/databunny-usage.ts
 create mode 100644 apps/dashboard/lib/user-facing-error.test.ts
 create mode 100644 apps/dashboard/lib/user-facing-error.ts
 create mode 100644 apps/dashboard/proxy.test.ts

diff --git a/apps/dashboard/app/(auth)/auth/error/page.tsx b/apps/dashboard/app/(auth)/auth/error/page.tsx
index b03d3b82d..e63552b90 100644
--- a/apps/dashboard/app/(auth)/auth/error/page.tsx
+++ b/apps/dashboard/app/(auth)/auth/error/page.tsx
@@ -67,6 +67,16 @@ const ERROR_MESSAGES: Record<string, { title: string; description: string }> = {
 		description:
 			"The callback request was invalid. Please try signing in again.",
 	},
+	expired_token: {
+		title: "Magic link expired",
+		description:
+			"This magic link has expired. Request a new link to continue signing in.",
+	},
+	invalid_token: {
+		title: "Magic link no longer works",
+		description:
+			"This magic link is invalid or has already been used. Request a new link to continue.",
+	},
 };
 
 const DEFAULT_ERROR = {
@@ -77,8 +87,21 @@ const DEFAULT_ERROR = {
 
 function AuthErrorPage() {
 	const [errorCode] = useQueryState("error", parseAsString.withDefault(""));
+	const [callback] = useQueryState(
+		"callback",
+		parseAsString.withDefault("/websites")
+	);
 
-	const errorInfo = ERROR_MESSAGES[errorCode] ?? DEFAULT_ERROR;
+	const errorInfo =
+		ERROR_MESSAGES[errorCode] ??
+		ERROR_MESSAGES[errorCode.toLowerCase()] ??
+		DEFAULT_ERROR;
+	const isMagicLinkError = ["expired_token", "invalid_token"].includes(
+		errorCode.toLowerCase()
+	);
+	const recoveryHref = isMagicLinkError
+		? `/login/magic?callback=${encodeURIComponent(callback)}`
+		: `/login?callback=${encodeURIComponent(callback)}`;
 
 	return (
 		<>
@@ -95,16 +118,10 @@ function AuthErrorPage() {
 					<Text tone="muted">{errorInfo.description}</Text>
 				</div>
 
-				{errorCode && (
-					<div className="rounded border border-border bg-muted/30 px-3 py-2">
-						<Text mono tone="muted" variant="caption">
-							Error: {errorCode}
-						</Text>
-					</div>
-				)}
-
 				<Button asChild className="w-full">
-					<Link href="/login">Back to login</Link>
+					<Link href={recoveryHref}>
+						{isMagicLinkError ? "Request a new magic link" : "Back to login"}
+					</Link>
 				</Button>
 			</div>
 
diff --git a/apps/dashboard/app/(auth)/login/forgot/page.tsx b/apps/dashboard/app/(auth)/login/forgot/page.tsx
index 957ded2dc..c680caf07 100644
--- a/apps/dashboard/app/(auth)/login/forgot/page.tsx
+++ b/apps/dashboard/app/(auth)/login/forgot/page.tsx
@@ -3,6 +3,7 @@
 import { authClient } from "@databuddy/auth/client";
 import Link from "next/link";
 import { useRouter } from "next/navigation";
+import { parseAsString, useQueryState } from "nuqs";
 import { Suspense, useState } from "react";
 import { toast } from "sonner";
 import { ArrowLeftIcon, EyeIcon, EyeSlashIcon } from "@databuddy/ui/icons";
@@ -11,6 +12,11 @@ import { OtpInput } from "@databuddy/ui/client";
 
 function ForgotPasswordPage() {
 	const router = useRouter();
+	const [callback] = useQueryState(
+		"callback",
+		parseAsString.withDefault("/websites")
+	);
+	const loginHref = `/login?callback=${encodeURIComponent(callback)}`;
 	const [step, setStep] = useState<"email" | "reset">("email");
 	const [email, setEmail] = useState("");
 	const [otp, setOtp] = useState("");
@@ -79,7 +85,7 @@ function ForgotPasswordPage() {
 		setIsLoading(false);
 		toast.success("Password reset successfully. Redirecting to login...");
 		setTimeout(() => {
-			router.push("/login");
+			router.push(loginHref);
 		}, 1500);
 	};
 
@@ -142,7 +148,7 @@ function ForgotPasswordPage() {
 				<div className="mt-5 flex items-center justify-center px-6">
 					<Link
 						className="text-[13px] text-accent-foreground/60 duration-200 hover:text-accent-foreground"
-						href="/login"
+						href={loginHref}
 					>
 						<ArrowLeftIcon className="mr-1 inline size-3" />
 						Back to login
@@ -263,7 +269,7 @@ function ForgotPasswordPage() {
 			<div className="mt-5 flex items-center justify-center px-6">
 				<Link
 					className="text-[13px] text-accent-foreground/60 duration-200 hover:text-accent-foreground"
-					href="/login"
+					href={loginHref}
 				>
 					<ArrowLeftIcon className="mr-1 inline size-3" />
 					Back to login
diff --git a/apps/dashboard/app/(auth)/login/magic-sent/page.tsx b/apps/dashboard/app/(auth)/login/magic-sent/page.tsx
index dbdc63dec..596af0d2a 100644
--- a/apps/dashboard/app/(auth)/login/magic-sent/page.tsx
+++ b/apps/dashboard/app/(auth)/login/magic-sent/page.tsx
@@ -2,6 +2,7 @@
 
 import { authClient } from "@databuddy/auth/client";
 import Link from "next/link";
+import { parseAsString, useQueryState } from "nuqs";
 import { Suspense, useEffect, useState } from "react";
 import { toast } from "sonner";
 import { ArrowLeftIcon, EnvelopeIcon } from "@databuddy/ui/icons";
@@ -10,8 +11,15 @@ import { Button, Spinner, Text } from "@databuddy/ui";
 const MAGIC_EMAIL_KEY = "databuddy:magic-email";
 
 function MagicSentPage() {
+	const [callback] = useQueryState(
+		"callback",
+		parseAsString.withDefault("/websites")
+	);
 	const [email, setEmail] = useState("");
 	const [isLoading, setIsLoading] = useState(false);
+	const [isReady, setIsReady] = useState(false);
+	const magicLinkHref = `/login/magic?callback=${encodeURIComponent(callback)}`;
+	const loginHref = `/login?callback=${encodeURIComponent(callback)}`;
 
 	useEffect(() => {
 		const params = new URLSearchParams(window.location.search);
@@ -26,12 +34,14 @@ function MagicSentPage() {
 				"",
 				`${window.location.pathname}${next ? `?${next}` : ""}`
 			);
+			setIsReady(true);
 			return;
 		}
 		const stored = sessionStorage.getItem(MAGIC_EMAIL_KEY);
 		if (stored) {
 			setEmail(stored);
 		}
+		setIsReady(true);
 	}, []);
 
 	const handleResend = async (e: React.MouseEvent) => {
@@ -42,24 +52,51 @@ function MagicSentPage() {
 		}
 		setIsLoading(true);
 
-		await authClient.signIn.magicLink({
-			email,
-			callbackURL: "/home",
-			fetchOptions: {
-				onSuccess: () => {
-					setIsLoading(false);
-					toast.success("Magic link sent! Please check your email.");
-				},
-				onError: () => {
-					setIsLoading(false);
-					toast.error("Failed to send magic link. Please try again.");
-				},
-			},
-		});
-
+		try {
+			const { error } = await authClient.signIn.magicLink({
+				email,
+				callbackURL: callback,
+				errorCallbackURL: `/auth/error?callback=${encodeURIComponent(callback)}`,
+			});
+			if (error) {
+				toast.error("We couldn't send the magic link. Try again in a moment.");
+			} else {
+				toast.success("Magic link sent. Check your email.");
+			}
+		} catch {
+			toast.error("We couldn't send the magic link. Try again in a moment.");
+		}
 		setIsLoading(false);
 	};
 
+	if (!isReady) {
+		return (
+			<div className="flex h-40 items-center justify-center">
+				<Spinner size="lg" />
+			</div>
+		);
+	}
+
+	if (!email) {
+		return (
+			<>
+				<div className="mb-8 space-y-1.5 px-6">
+					<Text as="h1" className="text-balance font-medium text-2xl">
+						Request a new magic link
+					</Text>
+					<Text tone="muted">
+						We couldn&apos;t recover the email address for this request.
+					</Text>
+				</div>
+				<div className="px-6">
+					<Button asChild className="w-full">
+						<Link href={magicLinkHref}>Enter your email again</Link>
+					</Button>
+				</div>
+			</>
+		);
+	}
+
 	return (
 		<>
 			<div className="mb-8 space-y-1.5 px-6">
@@ -89,7 +126,7 @@ function MagicSentPage() {
 			<div className="mt-5 flex items-center justify-center px-6">
 				<Link
 					className="text-[13px] text-accent-foreground/60 duration-200 hover:text-accent-foreground"
-					href="/login"
+					href={loginHref}
 				>
 					<ArrowLeftIcon className="mr-1 inline size-3" />
 					Back to login
diff --git a/apps/dashboard/app/(auth)/login/magic/page.tsx b/apps/dashboard/app/(auth)/login/magic/page.tsx
index d55749d67..b55be568d 100644
--- a/apps/dashboard/app/(auth)/login/magic/page.tsx
+++ b/apps/dashboard/app/(auth)/login/magic/page.tsx
@@ -17,6 +17,7 @@ function MagicLinkPage() {
 	);
 	const [email, setEmail] = useState("");
 	const [isLoading, setIsLoading] = useState(false);
+	const loginHref = `/login?callback=${encodeURIComponent(callback)}`;
 
 	const handleMagicLinkLogin = async (e: React.FormEvent) => {
 		e.preventDefault();
@@ -26,23 +27,24 @@ function MagicLinkPage() {
 		}
 		setIsLoading(true);
 
-		await authClient.signIn.magicLink({
-			email,
-			callbackURL: callback,
-			fetchOptions: {
-				onSuccess: () => {
-					setIsLoading(false);
-					toast.success("Magic link sent! Please check your email.");
-					sessionStorage.setItem("databuddy:magic-email", email);
-					router.push("/login/magic-sent");
-				},
-				onError: () => {
-					setIsLoading(false);
-					toast.error("Failed to send magic link. Please try again.");
-				},
-			},
-		});
-
+		try {
+			const { error } = await authClient.signIn.magicLink({
+				email,
+				callbackURL: callback,
+				errorCallbackURL: `/auth/error?callback=${encodeURIComponent(callback)}`,
+			});
+			if (error) {
+				toast.error("We couldn't send the magic link. Try again in a moment.");
+			} else {
+				toast.success("Magic link sent. Check your email.");
+				sessionStorage.setItem("databuddy:magic-email", email);
+				router.push(
+					`/login/magic-sent?callback=${encodeURIComponent(callback)}`
+				);
+			}
+		} catch {
+			toast.error("We couldn't send the magic link. Try again in a moment.");
+		}
 		setIsLoading(false);
 	};
 
@@ -93,7 +95,7 @@ function MagicLinkPage() {
 			<div className="mt-5 flex items-center justify-center px-6">
 				<Link
 					className="text-[13px] text-accent-foreground/60 duration-200 hover:text-accent-foreground"
-					href="/login"
+					href={loginHref}
 				>
 					<ArrowLeftIcon className="mr-1 inline size-3" />
 					Back to login
diff --git a/apps/dashboard/app/(auth)/login/page.tsx b/apps/dashboard/app/(auth)/login/page.tsx
index 6c574f284..3b48a0939 100644
--- a/apps/dashboard/app/(auth)/login/page.tsx
+++ b/apps/dashboard/app/(auth)/login/page.tsx
@@ -33,18 +33,21 @@ function LoginPage() {
 	const isHydrated = useHydrated();
 
 	const lastUsed = isHydrated ? authClient.getLastUsedLoginMethod() : null;
+	const callbackQuery = `?callback=${encodeURIComponent(callback)}`;
 
 	const getProviderLabel = (provider: "github" | "google") =>
 		provider === "github" ? "GitHub" : "Google";
 
 	const handleSocialLogin = async (provider: "github" | "google") => {
 		setIsLoading(true);
+		const newUserCallbackURL =
+			callback === "/websites" ? "/onboarding" : callback;
 
 		try {
 			const result = await authClient.signIn.social({
 				provider,
 				callbackURL: callback,
-				newUserCallbackURL: "/onboarding",
+				newUserCallbackURL,
 				disableRedirect: true,
 			});
 
@@ -95,7 +98,9 @@ function LoginPage() {
 						error?.error?.message?.toLowerCase().includes("not verified")
 					) {
 						storeVerificationEmail(email);
-						router.push("/login/verification-needed");
+						router.push(
+							`/login/verification-needed?callback=${encodeURIComponent(callback)}`
+						);
 					} else {
 						toast.error(
 							error?.error?.message ||
@@ -166,7 +171,7 @@ function LoginPage() {
 							size="lg"
 							variant="outline"
 						>
-							<Link href="/login/magic">
+							<Link href={`/login/magic${callbackQuery}`}>
 								<EnvelopeSimpleIcon className="size-4" weight="duotone" />
 								Sign in with Magic Link
 							</Link>
@@ -258,14 +263,14 @@ function LoginPage() {
 					Don&apos;t have an account?{" "}
 					<Link
 						className="font-medium text-accent-foreground duration-200 hover:text-accent-foreground/80"
-						href="/register"
+						href={`/register${callbackQuery}`}
 					>
 						Sign up
 					</Link>
 				</Text>
 				<Link
 					className="flex-1 text-right text-[13px] text-accent-foreground/60 duration-200 hover:text-accent-foreground"
-					href="/login/forgot"
+					href={`/login/forgot${callbackQuery}`}
 				>
 					Forgot password?
 				</Link>
diff --git a/apps/dashboard/app/(auth)/login/verification-needed/page.tsx b/apps/dashboard/app/(auth)/login/verification-needed/page.tsx
index 8f66f4534..62f4276ad 100644
--- a/apps/dashboard/app/(auth)/login/verification-needed/page.tsx
+++ b/apps/dashboard/app/(auth)/login/verification-needed/page.tsx
@@ -2,6 +2,7 @@
 
 import { authClient } from "@databuddy/auth/client";
 import Link from "next/link";
+import { parseAsString, useQueryState } from "nuqs";
 import { Suspense, useEffect, useState } from "react";
 import { toast } from "sonner";
 import { ArrowLeftIcon, WarningIcon } from "@databuddy/ui/icons";
@@ -12,8 +13,14 @@ import {
 } from "../verification-email-storage";
 
 function VerificationNeededPage() {
+	const [callback] = useQueryState(
+		"callback",
+		parseAsString.withDefault("/websites")
+	);
 	const [email, setEmail] = useState("");
 	const [isLoading, setIsLoading] = useState(false);
+	const [isReady, setIsReady] = useState(false);
+	const loginHref = `/login?callback=${encodeURIComponent(callback)}`;
 
 	useEffect(() => {
 		const params = new URLSearchParams(window.location.search);
@@ -28,37 +35,67 @@ function VerificationNeededPage() {
 				"",
 				`${window.location.pathname}${next ? `?${next}` : ""}`
 			);
+			setIsReady(true);
 			return;
 		}
 		const stored = readVerificationEmail();
 		if (stored) {
 			setEmail(stored);
 		}
+		setIsReady(true);
 	}, []);
 
 	const sendVerificationEmail = async () => {
 		setIsLoading(true);
 
-		await authClient.sendVerificationEmail({
-			email,
-			callbackURL: "/home",
-			fetchOptions: {
-				onSuccess: () => {
-					toast.success("Verification email sent!");
-					setIsLoading(false);
-				},
-				onError: () => {
-					setIsLoading(false);
-					toast.error(
-						"Failed to send verification email. Please try again later."
-					);
-				},
-			},
-		});
-
+		try {
+			const { error } = await authClient.sendVerificationEmail({
+				email,
+				callbackURL: callback,
+			});
+			if (error) {
+				toast.error(
+					"We couldn't send the verification email. Try again in a moment."
+				);
+			} else {
+				toast.success("Verification email sent. Check your inbox.");
+			}
+		} catch {
+			toast.error(
+				"We couldn't send the verification email. Try again in a moment."
+			);
+		}
 		setIsLoading(false);
 	};
 
+	if (!isReady) {
+		return (
+			<div className="flex h-40 items-center justify-center">
+				<Spinner size="lg" />
+			</div>
+		);
+	}
+
+	if (!email) {
+		return (
+			<>
+				<div className="mb-8 space-y-1.5 px-6">
+					<Text as="h1" className="text-balance font-medium text-2xl">
+						Verify your email
+					</Text>
+					<Text tone="muted">
+						Sign in again so we know where to send the verification link.
+					</Text>
+				</div>
+				<div className="px-6">
+					<Button asChild className="w-full">
+						<Link href={loginHref}>Back to sign in</Link>
+					</Button>
+				</div>
+			</>
+		);
+	}
+
 	return (
 		<>
 			<div className="mb-8 space-y-1.5 px-6">
@@ -93,7 +130,7 @@ function VerificationNeededPage() {
 			<div className="mt-5 flex items-center justify-center px-6">
 				<Link
 					className="text-[13px] text-accent-foreground/60 duration-200 hover:text-accent-foreground"
-					href="/login"
+					href={loginHref}
 				>
 					<ArrowLeftIcon className="mr-1 inline size-3" />
 					Back to login
diff --git a/apps/dashboard/app/(auth)/register/page.tsx b/apps/dashboard/app/(auth)/register/page.tsx
index 3a749ad1f..4f3c2c979 100644
--- a/apps/dashboard/app/(auth)/register/page.tsx
+++ b/apps/dashboard/app/(auth)/register/page.tsx
@@ -132,34 +132,38 @@ function RegisterPageContent() {
 	const resendVerificationEmail = async () => {
 		setIsLoading(true);
 
-		await authClient.sendVerificationEmail({
-			email: formData.email,
-			callbackURL: "/onboarding",
-			fetchOptions: {
-				onSuccess: () => {
-					toast.success("Verification email sent!");
-				},
-				onError: () => {
-					toast.error(
-						"Failed to send verification email. Please try again later."
-					);
-				},
-			},
-		});
-
+		try {
+			const { error } = await authClient.sendVerificationEmail({
+				email: formData.email,
+				callbackURL: getCallbackUrl(),
+			});
+			if (error) {
+				toast.error(
+					"We couldn't send the verification email. Try again in a moment."
+				);
+			} else {
+				toast.success("Verification email sent. Check your inbox.");
+			}
+		} catch {
+			toast.error(
+				"We couldn't send the verification email. Try again in a moment."
+			);
+		}
 		setIsLoading(false);
 	};
 
 	const handleSocialLogin = async (provider: "github" | "google") => {
 		setIsLoading(true);
 		const signupProperties = getSignupProperties(`social_${provider}`);
+		const callbackURL = getCallbackUrl();
 		trackSignup(APP_EVENTS.signupStarted, signupProperties);
 
 		try {
 			const result = await authClient.signIn.social({
 				provider,
-				callbackURL: getCallbackUrl(),
-				newUserCallbackURL: "/onboarding",
+				callbackURL,
+				newUserCallbackURL:
+					callbackURL === "/websites" ? "/onboarding" : callbackURL,
 				disableRedirect: true,
 			});
 
diff --git a/apps/dashboard/app/(dby)/dby/expired/page.tsx b/apps/dashboard/app/(dby)/dby/expired/page.tsx
index 403192c6b..5a3ab3180 100644
--- a/apps/dashboard/app/(dby)/dby/expired/page.tsx
+++ b/apps/dashboard/app/(dby)/dby/expired/page.tsx
@@ -37,12 +37,12 @@ export default function LinkExpiredPage() {
 						Link has expired
 					</h1>
 					<p className="mb-6 text-balance text-center text-muted-foreground text-sm">
-						This link is no longer available. It may have been set to expire
-						after a certain date.
+						The sender set this link to expire. Ask them to create and share a
+						new link if you still need access.
 					</p>
 
-					<Button asChild className="w-full">
-						<Link href="https://databuddy.cc">Go to Databuddy</Link>
+					<Button asChild className="w-full" variant="outline">
+						<Link href="https://databuddy.cc">Learn about Databuddy</Link>
 					</Button>
 				</div>
 			</main>
diff --git a/apps/dashboard/app/(dby)/dby/not-found/page.tsx b/apps/dashboard/app/(dby)/dby/not-found/page.tsx
index 5240be120..a52c68b95 100644
--- a/apps/dashboard/app/(dby)/dby/not-found/page.tsx
+++ b/apps/dashboard/app/(dby)/dby/not-found/page.tsx
@@ -38,11 +38,12 @@ export default function LinkNotFoundPage() {
 						Link not found
 					</h1>
 					<p className="mb-6 text-balance text-center text-muted-foreground text-sm">
-						This link doesn&apos;t exist or may have been deleted.
+						Check the address for a typo. If someone shared this link with you,
+						ask them to confirm it or send a new one.
 					</p>
 
-					<Button asChild className="w-full">
-						<Link href="https://databuddy.cc">Go to Databuddy</Link>
+					<Button asChild className="w-full" variant="outline">
+						<Link href="https://databuddy.cc">Learn about Databuddy</Link>
 					</Button>
 				</div>
 			</main>
diff --git a/apps/dashboard/app/(main)/billing/actions/cancel-feedback-action.ts b/apps/dashboard/app/(main)/billing/actions/cancel-feedback-action.ts
index e04bce029..dd4bed23e 100644
--- a/apps/dashboard/app/(main)/billing/actions/cancel-feedback-action.ts
+++ b/apps/dashboard/app/(main)/billing/actions/cancel-feedback-action.ts
@@ -1,6 +1,8 @@
 "use server";
 
+import { auth } from "@databuddy/auth";
 import { Databuddy } from "@databuddy/sdk/node";
+import { headers } from "next/headers";
 import type { CancelFeedback } from "../components/cancel-subscription-dialog";
 
 const databuddyApiKey = process.env.DATABUDDY_API_KEY;
@@ -34,6 +36,13 @@ export async function trackCancelFeedbackAction({
 	planName,
 	immediate,
 }: TrackCancelFeedbackParams): Promise<{ success: boolean }> {
+	const session = await auth.api.getSession({
+		headers: await headers(),
+	});
+	if (!session) {
+		return { success: false };
+	}
+
 	if (!VALID_REASONS.includes(feedback.reason)) {
 		return { success: false };
 	}
diff --git a/apps/dashboard/app/(main)/billing/components/billing-controls-card.tsx b/apps/dashboard/app/(main)/billing/components/billing-controls-card.tsx
index db59dddea..5308d32f8 100644
--- a/apps/dashboard/app/(main)/billing/components/billing-controls-card.tsx
+++ b/apps/dashboard/app/(main)/billing/components/billing-controls-card.tsx
@@ -79,7 +79,7 @@ export function BillingControlsCard() {
 					Billing controls
 				</Card.Title>
 				<Card.Description>
-					Guardrails for your credit balance and spend.
+					Control Databunny usage refills, event alerts, and AI spending.
 				</Card.Description>
 			</Card.Header>
 			<Card.Content className="p-0">
@@ -90,7 +90,7 @@ export function BillingControlsCard() {
 						turnOn: "Turn on",
 					}}
 					defaults={TOPUP_DEFAULTS}
-					description="Never get cut off mid-conversation. Credits refill automatically when you run low."
+					description="Refill the organization's AI analysis allowance automatically when Databunny usage runs low."
 					icon={<InfinityIcon size={16} weight="duotone" />}
 					initial={topup}
 					limits={TOPUP_LIMITS}
@@ -115,7 +115,7 @@ export function BillingControlsCard() {
 									min={TOPUP_LIMITS.threshold[0]}
 									onChange={(v) => setForm({ threshold: v })}
 									step={10}
-									suffix="credits"
+									suffix="units"
 									value={form.threshold}
 								/>
 								<LabeledNumberInput
@@ -126,7 +126,7 @@ export function BillingControlsCard() {
 									min={TOPUP_LIMITS.quantity[0]}
 									onChange={(v) => setForm({ quantity: v })}
 									step={100}
-									suffix="credits"
+									suffix="units"
 									value={form.quantity}
 								/>
 							</div>
@@ -178,7 +178,7 @@ export function BillingControlsCard() {
 						turnOn: "Turn on",
 					}}
 					defaults={SPEND_DEFAULTS}
-					description="Cap how much you can spend on credits each month. Purchases stop once the cap is hit."
+					description="Cap monthly spending on Databunny usage. Automatic refills stop when the cap is reached."
 					icon={<ShieldCheckIcon size={16} weight="duotone" />}
 					initial={spend}
 					limits={SPEND_LIMITS}
@@ -190,7 +190,7 @@ export function BillingControlsCard() {
 					mutationOptions={orpc.billing.setSpendLimit.mutationOptions()}
 					onSaved={refetch}
 					switchLabel="Enable spend limit"
-					title="Credit spend limit"
+					title="Databunny spend limit"
 				>
 					{(form, setForm) => (
 						<LabeledNumberInput
@@ -440,8 +440,9 @@ function RefillSummary({ quantity }: { quantity: number }) {
 				to your card on file.
 			</Text>
 			<Text className="tabular-nums" tone="muted" variant="caption">
-				{quantity.toLocaleString()} credits · ≈ ${(cost / quantity).toFixed(4)}
-				/credit
+				{quantity.toLocaleString()} usage units · ≈ $
+				{(cost / quantity).toFixed(4)}
+				/unit
 			</Text>
 		</div>
 	);
diff --git a/apps/dashboard/app/(main)/billing/components/cancel-subscription-dialog.tsx b/apps/dashboard/app/(main)/billing/components/cancel-subscription-dialog.tsx
index 8c840c1df..534556fb8 100644
--- a/apps/dashboard/app/(main)/billing/components/cancel-subscription-dialog.tsx
+++ b/apps/dashboard/app/(main)/billing/components/cancel-subscription-dialog.tsx
@@ -18,7 +18,7 @@ import { Badge, Button, Textarea, dayjs } from "@databuddy/ui";
 interface CancelSubscriptionDialogProps {
 	currentPeriodEnd?: number;
 	isLoading: boolean;
-	onCancel: (immediate: boolean, feedback?: CancelFeedback) => void;
+	onCancel: (immediate: boolean, feedback?: CancelFeedback) => Promise<boolean>;
 	onOpenChange: (open: boolean) => void;
 	open: boolean;
 	planName: string;
@@ -88,9 +88,13 @@ export function CancelSubscriptionDialog({
 			reason: selectedReason,
 			details: feedbackDetails.trim() || undefined,
 		};
-		await onCancel(selected === "immediate", feedback);
+		const didCancel = await onCancel(selected === "immediate", feedback).catch(
+			() => false
+		);
 		setConfirming(false);
-		resetAndClose();
+		if (didCancel) {
+			resetAndClose();
+		}
 	};
 
 	const resetAndClose = () => {
@@ -120,7 +124,7 @@ export function CancelSubscriptionDialog({
 						<Dialog.Header>
 							<Dialog.Title>Before you go...</Dialog.Title>
 							<Dialog.Description>
-								We'd love to know why you're cancelling so we can improve
+								We'd love to know why you're canceling so we can improve
 							</Dialog.Description>
 						</Dialog.Header>
 
@@ -129,9 +133,9 @@ export function CancelSubscriptionDialog({
 								const IconComponent = reason.icon;
 								const isActive = selectedReason === reason.id;
 								return (
-									<button
+									<Button
 										className={cn(
-											"w-full rounded-md border border-border/60 p-3 text-left",
+											"h-auto w-full justify-start whitespace-normal rounded-md border border-border/60 p-3 text-left font-normal",
 											"transition-colors duration-(--duration-quick) ease-(--ease-smooth)",
 											isActive
 												? "border-primary bg-primary/10 ring-2 ring-primary/60"
@@ -139,7 +143,7 @@ export function CancelSubscriptionDialog({
 										)}
 										key={reason.id}
 										onClick={() => setSelectedReason(reason.id)}
-										type="button"
+										variant="secondary"
 									>
 										<div className="flex items-center gap-3">
 											<div className="flex size-8 shrink-0 items-center justify-center rounded-md bg-secondary">
@@ -152,7 +156,7 @@ export function CancelSubscriptionDialog({
 												{reason.label}
 											</span>
 										</div>
-									</button>
+									</Button>
 								);
 							})}
 
@@ -194,9 +198,9 @@ export function CancelSubscriptionDialog({
 						</Dialog.Header>
 
 						<Dialog.Body className="space-y-1.5">
-							<button
+							<Button
 								className={cn(
-									"w-full rounded-md border border-border/60 p-3 text-left",
+									"h-auto w-full justify-start whitespace-normal rounded-md border border-border/60 p-3 text-left font-normal",
 									"transition-colors duration-(--duration-quick) ease-(--ease-smooth)",
 									"disabled:pointer-events-none disabled:opacity-50",
 									selected === "end_of_period"
@@ -205,7 +209,7 @@ export function CancelSubscriptionDialog({
 								)}
 								disabled={isLoading || confirming}
 								onClick={() => setSelected("end_of_period")}
-								type="button"
+								variant="secondary"
 							>
 								<div className="flex items-start gap-3">
 									<div className="flex size-8 shrink-0 items-center justify-center rounded-md bg-secondary">
@@ -228,11 +232,11 @@ export function CancelSubscriptionDialog({
 										</p>
 									</div>
 								</div>
-							</button>
+							</Button>
 
-							<button
+							<Button
 								className={cn(
-									"w-full rounded-md border border-border/60 p-3 text-left",
+									"h-auto w-full justify-start whitespace-normal rounded-md border border-border/60 p-3 text-left font-normal",
 									"transition-colors duration-(--duration-quick) ease-(--ease-smooth)",
 									"disabled:pointer-events-none disabled:opacity-50",
 									selected === "immediate"
@@ -241,7 +245,7 @@ export function CancelSubscriptionDialog({
 								)}
 								disabled={isLoading || confirming}
 								onClick={() => setSelected("immediate")}
-								type="button"
+								variant="secondary"
 							>
 								<div className="flex items-start gap-3">
 									<div className="flex size-8 shrink-0 items-center justify-center rounded-md bg-destructive/10">
@@ -259,7 +263,7 @@ export function CancelSubscriptionDialog({
 										</p>
 									</div>
 								</div>
-							</button>
+							</Button>
 
 							{selected === "immediate" && (
 								<div className="flex items-start gap-2 rounded-md border border-destructive/20 bg-destructive/5 p-3">
diff --git a/apps/dashboard/app/(main)/billing/components/plan-status-badge.tsx b/apps/dashboard/app/(main)/billing/components/plan-status-badge.tsx
index 3b5f3af41..4579f5f05 100644
--- a/apps/dashboard/app/(main)/billing/components/plan-status-badge.tsx
+++ b/apps/dashboard/app/(main)/billing/components/plan-status-badge.tsx
@@ -10,7 +10,7 @@ export function PlanStatusBadge({
 	isScheduled,
 }: PlanStatusBadgeProps) {
 	if (isCanceled) {
-		return <Badge variant="destructive">Cancelling</Badge>;
+		return <Badge variant="destructive">Cancellation scheduled</Badge>;
 	}
 	if (isScheduled) {
 		return <Badge variant="default">Scheduled</Badge>;
diff --git a/apps/dashboard/app/(main)/billing/components/topup-card.tsx b/apps/dashboard/app/(main)/billing/components/topup-card.tsx
index b5858b454..73f737081 100644
--- a/apps/dashboard/app/(main)/billing/components/topup-card.tsx
+++ b/apps/dashboard/app/(main)/billing/components/topup-card.tsx
@@ -1,7 +1,12 @@
 "use client";
 
 import { CreditArcSlider } from "@/components/ui/credit-arc-slider";
+import {
+	DATABUNNY_USAGE_EXPLANATION,
+	DATABUNNY_USAGE_UNIT,
+} from "@/lib/databunny-usage";
 import { cn } from "@/lib/utils";
+import { getUserFacingErrorMessage } from "@/lib/user-facing-error";
 import {
 	blendedRatePerCredit,
 	calculateTopupCost,
@@ -63,7 +68,10 @@ export function TopupCard() {
 			});
 		} catch (error) {
 			toast.error(
-				error instanceof Error ? error.message : "Failed to start checkout."
+				getUserFacingErrorMessage(
+					error,
+					"We couldn't open checkout. Try again."
+				)
 			);
 		} finally {
 			setIsAttaching(false);
@@ -75,35 +83,38 @@ export function TopupCard() {
 			<Card.Header>
 				<Card.Title className="flex items-center gap-2">
 					<CoinsIcon className="text-primary" size={14} weight="duotone" />
-					Top up credits
+					Top up Databunny usage
 				</Card.Title>
 				<Card.Description>
-					Buy more, pay less per credit. Stacks with your plan and never expires
-					— nothing goes to waste.
+					{DATABUNNY_USAGE_EXPLANATION} Purchased usage stacks with your plan
+					and does not expire.
 				</Card.Description>
 			</Card.Header>
 			<Card.Content className="space-y-5">
 				<div className="flex flex-col items-center gap-3">
 					<div className="w-full max-w-sm">
 						<CreditArcSlider
+							ariaLabel="Databunny usage units to buy"
 							max={TOPUP_MAX_QUANTITY}
 							min={TOPUP_MIN_QUANTITY}
 							onValueChange={setQuantity}
 							value={quantity}
+							unit={DATABUNNY_USAGE_UNIT}
 						/>
 					</div>
 
 					<div className="flex flex-wrap items-center justify-center gap-2">
 						{PRESET_QUANTITIES.map((preset) => (
-							<button
+							<Button
 								aria-pressed={quantity === preset}
 								className="rounded border border-border/60 bg-card px-3 py-1 text-xs tabular-nums transition-colors hover:border-primary/60 hover:text-foreground aria-pressed:border-primary aria-pressed:bg-primary/10 aria-pressed:text-foreground"
 								key={preset}
 								onClick={() => setQuantity(preset)}
-								type="button"
+								size="sm"
+								variant="secondary"
 							>
 								{preset.toLocaleString()}
-							</button>
+							</Button>
 						))}
 					</div>
 				</div>
@@ -113,10 +124,10 @@ export function TopupCard() {
 				<div className="space-y-2">
 					<Row label="You get">
 						<span className="tabular-nums">
-							{quantity.toLocaleString()} credits
+							{quantity.toLocaleString()} usage units
 						</span>
 					</Row>
-					<Row label="Per credit">
+					<Row label="Per usage unit">
 						<span className="tabular-nums">${blendedRate.toFixed(4)}</span>
 					</Row>
 					<Row label="You pay">
@@ -134,11 +145,12 @@ export function TopupCard() {
 				/>
 
 				<div className="flex flex-col-reverse items-stretch gap-2 sm:flex-row sm:items-center sm:justify-between">
-					<button
+					<Button
 						aria-expanded={showTiers}
 						className="flex items-center gap-1 self-start text-muted-foreground text-xs underline-offset-2 hover:text-foreground hover:underline"
 						onClick={() => setShowTiers((s) => !s)}
-						type="button"
+						size="sm"
+						variant="ghost"
 					>
 						<CaretDownIcon
 							className={cn("transition-transform", showTiers && "rotate-180")}
@@ -146,7 +158,7 @@ export function TopupCard() {
 							weight="bold"
 						/>
 						{showTiers ? "Hide pricing details" : "How pricing works"}
-					</button>
+					</Button>
 					<Button
 						className="sm:min-w-[220px]"
 						disabled={isAttaching}
@@ -155,7 +167,7 @@ export function TopupCard() {
 					>
 						{isAttaching
 							? "Opening checkout…"
-							: `Buy ${quantity.toLocaleString()} credits · $${cost.toFixed(2)}`}
+							: `Buy ${quantity.toLocaleString()} usage units · $${cost.toFixed(2)}`}
 					</Button>
 				</div>
 
@@ -171,9 +183,9 @@ export function TopupCard() {
 					<div className="overflow-hidden">
 						<div className="space-y-2 rounded border border-border/60 bg-secondary/40 p-3">
 							<Text tone="muted" variant="caption">
-								Graduated tiers: each credit is billed by the tier it falls
+								Graduated tiers: each usage unit is billed by the tier it falls
 								into. Buy 5,000 and only the first 100 cost $
-								{BASE_RATE.toFixed(2)} — every credit above that drops to a
+								{BASE_RATE.toFixed(2)} — every unit above that drops to a
 								cheaper rate.
 							</Text>
 							<div className="rounded border border-border/50 bg-background">
@@ -206,7 +218,7 @@ export function TopupCard() {
 												)}
 											</div>
 											<Text className="tabular-nums" variant="caption">
-												${tier.amount.toFixed(3)} / credit
+												${tier.amount.toFixed(3)} / unit
 											</Text>
 										</div>
 									);
@@ -247,7 +259,7 @@ function NudgeSlot({ blendedRate, nudge, quantity, savings }: NudgeSlotProps) {
 						<span className="font-medium text-foreground tabular-nums">
 							{nudge.unitsUntilNextTier.toLocaleString()}
 						</span>{" "}
-						more and every credit drops to{" "}
+						more and every usage unit drops to{" "}
 						<span className="font-medium text-foreground tabular-nums">
 							${nudge.nextRate.toFixed(3)}
 						</span>
@@ -285,7 +297,7 @@ function NudgeSlot({ blendedRate, nudge, quantity, savings }: NudgeSlotProps) {
 						<span className="font-medium text-foreground tabular-nums">
 							{FIRST_TIER_TOP.toLocaleString()}+
 						</span>{" "}
-						credits — every one drops to{" "}
+						usage units — every unit drops to{" "}
 						<span className="font-medium text-foreground tabular-nums">
 							${SECOND_TIER_RATE.toFixed(3)}
 						</span>
diff --git a/apps/dashboard/app/(main)/billing/history/page.tsx b/apps/dashboard/app/(main)/billing/history/page.tsx
index aa8aefd0b..43d201701 100644
--- a/apps/dashboard/app/(main)/billing/history/page.tsx
+++ b/apps/dashboard/app/(main)/billing/history/page.tsx
@@ -277,7 +277,7 @@ function SubscriptionItem({
 						{sub.plan?.name ?? sub.planId}
 					</Text>
 					{isActive && <Badge variant="success">Active</Badge>}
-					{isCanceled && <Badge variant="muted">Cancelled</Badge>}
+					{isCanceled && <Badge variant="muted">Canceled</Badge>}
 				</div>
 				<Text tone="muted" variant="caption">
 					Started {dayjs(sub.startedAt).fromNow()}
diff --git a/apps/dashboard/app/(main)/billing/hooks/use-billing.ts b/apps/dashboard/app/(main)/billing/hooks/use-billing.ts
index a7883c9d1..5c1f97091 100644
--- a/apps/dashboard/app/(main)/billing/hooks/use-billing.ts
+++ b/apps/dashboard/app/(main)/billing/hooks/use-billing.ts
@@ -1,6 +1,7 @@
 import { useCustomer, useListPlans } from "autumn-js/react";
 import { useMemo, useState } from "react";
 import { toast } from "sonner";
+import { getUserFacingErrorMessage } from "@/lib/user-facing-error";
 import { dayjs } from "@databuddy/ui";
 import { trackCancelFeedbackAction } from "../actions/cancel-feedback-action";
 import type { CancelFeedback } from "../components/cancel-subscription-dialog";
@@ -38,7 +39,10 @@ export function useBilling(refetch?: () => void) {
 			});
 		} catch (error) {
 			toast.error(
-				error instanceof Error ? error.message : "An unexpected error occurred."
+				getUserFacingErrorMessage(
+					error,
+					"We couldn't update this subscription. Try again."
+				)
 			);
 		}
 	};
@@ -52,18 +56,21 @@ export function useBilling(refetch?: () => void) {
 			});
 			toast.success(
 				immediate
-					? "Subscription cancelled immediately."
-					: "Subscription cancelled."
+					? "Subscription canceled immediately."
+					: "Subscription cancellation scheduled."
 			);
 			if (refetch) {
 				setTimeout(refetch, 500);
 			}
+			return true;
 		} catch (error) {
 			toast.error(
-				error instanceof Error
-					? error.message
-					: "Failed to cancel subscription."
+				getUserFacingErrorMessage(
+					error,
+					"We couldn't cancel the subscription. Try again."
+				)
 			);
+			return false;
 		} finally {
 			setIsLoading(false);
 		}
@@ -95,7 +102,11 @@ export function useBilling(refetch?: () => void) {
 			setCancelTarget({ id, name, currentPeriodEnd }),
 		onCancelConfirm: async (immediate: boolean, feedback?: CancelFeedback) => {
 			if (!cancelTarget) {
-				return;
+				return false;
+			}
+			const didCancel = await handleCancel(cancelTarget.id, immediate);
+			if (!didCancel) {
+				return false;
 			}
 			if (feedback) {
 				trackCancelFeedbackAction({
@@ -105,8 +116,8 @@ export function useBilling(refetch?: () => void) {
 					immediate,
 				});
 			}
-			await handleCancel(cancelTarget.id, immediate);
 			setCancelTarget(null);
+			return true;
 		},
 		onCancelDialogClose: () => setCancelTarget(null),
 		onManageBilling: () =>
diff --git a/apps/dashboard/app/(main)/billing/page.tsx b/apps/dashboard/app/(main)/billing/page.tsx
index 7104b31d0..7295e2296 100644
--- a/apps/dashboard/app/(main)/billing/page.tsx
+++ b/apps/dashboard/app/(main)/billing/page.tsx
@@ -2,8 +2,10 @@
 
 import AttachDialog from "@/components/autumn/attach-dialog";
 import { useBillingContext } from "@/components/providers/billing-provider";
+import { getCustomerPlanName } from "@/lib/autumn/customer-plan-name";
 import { orpc } from "@/lib/orpc";
 import { TOPUP_PRODUCT_ID } from "@/lib/topup-math";
+import { getUserFacingErrorMessage } from "@/lib/user-facing-error";
 import type { UsageResponse } from "@/types/billing";
 import { useQuery } from "@tanstack/react-query";
 import type { PreviewAttachResponse } from "autumn-js";
@@ -15,6 +17,7 @@ import { BillingControlsCard } from "./components/billing-controls-card";
 import { CancelSubscriptionDialog } from "./components/cancel-subscription-dialog";
 import { ConsumptionChart } from "./components/consumption-chart";
 import { ErrorState } from "./components/empty-states";
+import { PlanStatusBadge } from "./components/plan-status-badge";
 import { TopupCard } from "./components/topup-card";
 import { UsageBreakdownTable } from "./components/usage-breakdown-table";
 import { UsageRow } from "./components/usage-row";
@@ -152,7 +155,10 @@ function AddOnRow({
 			setDialogOpen(true);
 		} catch (err) {
 			toast.error(
-				err instanceof Error ? err.message : "Failed to load preview."
+				getUserFacingErrorMessage(
+					err,
+					"We couldn't load the add-on preview. Try again."
+				)
 			);
 		} finally {
 			setIsLoadingPreview(false);
@@ -173,7 +179,7 @@ function AddOnRow({
 					)}
 				</div>
 				{isCancelled ? (
-					<Badge variant="muted">Cancelled</Badge>
+					<Badge variant="muted">Cancellation scheduled</Badge>
 				) : isActive ? (
 					<div className="flex items-center gap-2">
 						<Badge variant="success">Active</Badge>
@@ -208,9 +214,10 @@ function AddOnRow({
 			</div>
 			{preview && (
 				<AttachDialog
+					action="add"
 					onConfirm={() => onAttach(addOn.id)}
 					open={dialogOpen}
-					planId={addOn.id}
+					planName={addOn.name}
 					preview={preview}
 					setOpen={setDialogOpen}
 				/>
@@ -343,9 +350,16 @@ export default function BillingPage() {
 	}
 
 	const isFree = currentPlan?.id === "free" || currentPlan?.autoEnable === true;
-	const isCanceled = currentPlan?.customerEligibility?.canceling === true;
+	const isCanceled = Boolean(
+		currentSubscription?.canceledAt ||
+			currentPlan?.customerEligibility?.canceling === true
+	);
 	const isMaxPlan = currentPlan?.id === "scale";
 	const showAddOns = addOns.length > 0 && !isFree;
+	const currentPlanDisplayName = getCustomerPlanName(
+		currentPlan?.id,
+		currentPlan?.name || "Free"
+	);
 
 	return (
 		<main className="min-h-0 flex-1 overflow-y-auto">
@@ -355,7 +369,11 @@ export default function BillingPage() {
 				onCancel={onCancelConfirm}
 				onOpenChange={(open) => !open && onCancelDialogClose()}
 				open={showCancelDialog}
-				planName={cancelTarget?.name ?? ""}
+				planName={
+					cancelTarget
+						? getCustomerPlanName(cancelTarget.id, cancelTarget.name)
+						: ""
+				}
 			/>
 
 			<div className="mx-auto max-w-2xl space-y-6 p-5">
@@ -367,17 +385,10 @@ export default function BillingPage() {
 								Subscription and billing management
 							</Card.Description>
 						</div>
-						<Badge
-							variant={
-								currentSubscription?.status === "scheduled"
-									? "muted"
-									: "success"
-							}
-						>
-							{currentSubscription?.status === "scheduled"
-								? "Scheduled"
-								: "Active"}
-						</Badge>
+						<PlanStatusBadge
+							isCanceled={isCanceled}
+							isScheduled={currentSubscription?.status === "scheduled"}
+						/>
 					</Card.Header>
 					<Card.Content className="space-y-4">
 						<div className="flex items-center justify-between gap-3">
@@ -390,7 +401,7 @@ export default function BillingPage() {
 									/>
 								</div>
 								<div>
-									<Text variant="label">{currentPlan?.name || "Free"}</Text>
+									<Text variant="label">{currentPlanDisplayName}</Text>
 									{!isFree && currentPlan?.price?.display?.primaryText && (
 										<Text tone="muted" variant="caption">
 											{currentPlan.price.display.primaryText}
@@ -447,7 +458,7 @@ export default function BillingPage() {
 													currentPlan &&
 													onCancelClick(
 														currentPlan.id,
-														currentPlan.name,
+														currentPlanDisplayName,
 														currentSubscription?.currentPeriodEnd ?? undefined
 													)
 												}
@@ -530,10 +541,12 @@ export default function BillingPage() {
 													toast.success("Add-on attached");
 												} catch (err) {
 													toast.error(
-														err instanceof Error
-															? err.message
-															: "Failed to attach add-on."
+														getUserFacingErrorMessage(
+															err,
+															"We couldn't add this add-on. Try again."
+														)
 													);
+													throw err;
 												}
 											}}
 											onCancel={() =>
diff --git a/apps/dashboard/app/(main)/feedback/components/credits-panel.tsx b/apps/dashboard/app/(main)/feedback/components/credits-panel.tsx
index f057f7fff..d493271df 100644
--- a/apps/dashboard/app/(main)/feedback/components/credits-panel.tsx
+++ b/apps/dashboard/app/(main)/feedback/components/credits-panel.tsx
@@ -8,6 +8,7 @@ import {
 } from "@databuddy/ui/icons";
 import { Button, Card, Skeleton } from "@databuddy/ui";
 import { cn } from "@/lib/utils";
+import { DATABUNNY_USAGE_EXPLANATION } from "@/lib/databunny-usage";
 
 interface RewardTier {
 	creditsRequired: number;
@@ -28,7 +29,7 @@ interface CreditsPanelProps {
 
 const REWARD_LABELS: Record<string, string> = {
 	events: "events",
-	"agent-credits": "agent credits",
+	"agent-credits": "Databunny usage units",
 };
 
 const REWARD_ICONS: Record<string, typeof LightningIcon> = {
@@ -77,8 +78,8 @@ function TierRow({
 				</p>
 				<p className="text-muted-foreground text-xs tabular-nums">
 					{canAfford
-						? `${tier.creditsRequired.toLocaleString()} credits`
-						: `${remaining.toLocaleString()} credits short`}
+						? `${tier.creditsRequired.toLocaleString()} feedback credits`
+						: `${remaining.toLocaleString()} feedback credits short`}
 				</p>
 			</div>
 
@@ -123,9 +124,11 @@ function RewardSection({
 	redeemingTier,
 	title,
 	tiers,
+	description,
 }: {
 	available: number;
 	baseIndex: number;
+	description?: string;
 	onRedeemAction: (tierIndex: number) => void;
 	redeemingTier: number | null;
 	title: string;
@@ -133,10 +136,13 @@ function RewardSection({
 }) {
 	return (
 		<div className="border-sidebar-border/50 border-t p-4">
-			<p className="mb-3 font-semibold text-muted-foreground text-xs uppercase">
+			<p className="font-semibold text-muted-foreground text-xs uppercase">
 				{title}
 			</p>
-			<div className="space-y-2">
+			{description && (
+				<p className="mt-1 mb-3 text-muted-foreground text-xs">{description}</p>
+			)}
+			<div className={cn("space-y-2", !description && "mt-3")}>
 				{tiers.map((tier, i) => (
 					<TierRow
 						available={available}
@@ -177,7 +183,7 @@ export function CreditsPanel({
 				<div className="flex items-start justify-between gap-3">
 					<div>
 						<p className="font-semibold text-muted-foreground text-xs uppercase">
-							Available credits
+							Available feedback credits
 						</p>
 						<p className="mt-1 font-semibold text-4xl text-foreground tabular-nums tracking-tight">
 							{available.toLocaleString()}
@@ -197,7 +203,7 @@ export function CreditsPanel({
 					</div>
 					<p className="text-muted-foreground text-xs">
 						{nextTier
-							? `${Math.max(nextTier.creditsRequired - available, 0).toLocaleString()} credits to next redemption`
+							? `${Math.max(nextTier.creditsRequired - available, 0).toLocaleString()} feedback credits to next redemption`
 							: "All rewards are available"}
 					</p>
 				</div>
@@ -233,10 +239,11 @@ export function CreditsPanel({
 			<RewardSection
 				available={available}
 				baseIndex={eventTiers.length}
+				description={DATABUNNY_USAGE_EXPLANATION}
 				onRedeemAction={onRedeemAction}
 				redeemingTier={redeemingTier}
 				tiers={agentTiers}
-				title="Agent credits"
+				title="Databunny usage"
 			/>
 		</Card>
 	);
diff --git a/apps/dashboard/app/(main)/feedback/components/redeem-dialog.tsx b/apps/dashboard/app/(main)/feedback/components/redeem-dialog.tsx
index 831d62d17..6e381327a 100644
--- a/apps/dashboard/app/(main)/feedback/components/redeem-dialog.tsx
+++ b/apps/dashboard/app/(main)/feedback/components/redeem-dialog.tsx
@@ -26,13 +26,13 @@ export function RedeemDialog({
 }: RedeemDialogProps) {
 	const queryClient = useQueryClient();
 	const rewardLabel =
-		rewardType === "agent-credits" ? "Agent credits" : "Events";
+		rewardType === "agent-credits" ? "Databunny usage units" : "Events";
 
 	const redeemMutation = useMutation({
 		...orpc.feedback.redeemCredits.mutationOptions(),
 		onSuccess: (result) => {
 			toast.success(
-				`Redeemed ${result.rewardAmount.toLocaleString()} ${rewardLabel.toLowerCase()}. ${result.remainingCredits.toLocaleString()} credits remaining.`
+				`Redeemed ${result.rewardAmount.toLocaleString()} ${rewardLabel.toLowerCase()}. ${result.remainingCredits.toLocaleString()} feedback credits remaining.`
 			);
 			queryClient.invalidateQueries({
 				queryKey: orpc.feedback.getCreditsBalance.queryOptions().queryKey,
@@ -40,7 +40,7 @@ export function RedeemDialog({
 			onOpenChangeAction(false);
 		},
 		onError: (error) => {
-			toast.error(error.message || "Failed to redeem credits");
+			toast.error(error.message || "Failed to redeem feedback credits");
 		},
 	});
 
@@ -53,7 +53,9 @@ export function RedeemDialog({
 							<CreditCardIcon className="size-4" />
 						</div>
 						<div>
-							<Dialog.Title className="text-sm">Redeem credits</Dialog.Title>
+							<Dialog.Title className="text-sm">
+								Redeem feedback credits
+							</Dialog.Title>
 							<Dialog.Description>
 								Confirm this exchange before we update your balance.
 							</Dialog.Description>
@@ -70,7 +72,7 @@ export function RedeemDialog({
 								{creditsRequired.toLocaleString()}
 							</p>
 							<Text tone="muted" variant="caption">
-								credits
+								feedback credits
 							</Text>
 						</div>
 
diff --git a/apps/dashboard/app/(main)/links/page.tsx b/apps/dashboard/app/(main)/links/page.tsx
index b15749c76..29ddc7bec 100644
--- a/apps/dashboard/app/(main)/links/page.tsx
+++ b/apps/dashboard/app/(main)/links/page.tsx
@@ -75,7 +75,7 @@ function LinksPageContent() {
 	);
 	const { activeOrganization, isSwitchingOrganization } =
 		useOrganizationsContext();
-	const workspaceName = activeOrganization?.name ?? "this workspace";
+	const organizationName = activeOrganization?.name ?? "this organization";
 
 	const { isOn } = useFlags();
 	const deepLinksEnabled = isOn("deeplinks");
@@ -193,10 +193,10 @@ function LinksPageContent() {
 								</div>
 								<Card.Description>
 									{isSwitchingOrganization
-										? "Switching workspace…"
+										? "Switching organization…"
 										: emptyWorkspace
-											? `${workspaceName} does not have any links yet. Create short links with workspace-scoped analytics.`
-											: `Short links for ${workspaceName} · Free while in beta`}
+											? `${organizationName} does not have any links yet. Create short links with organization-wide analytics.`
+											: `Short links for ${organizationName} · Free while in beta`}
 								</Card.Description>
 							</div>
 							<div className="flex shrink-0 items-center gap-2">
@@ -249,7 +249,7 @@ function LinksPageContent() {
 								<>
 									{isSwitchingOrganization && (
 										<p className="sr-only" role="status">
-											Switching workspace…
+											Switching organization…
 										</p>
 									)}
 									<LinksSearchBarSkeleton />
diff --git a/apps/dashboard/app/(main)/onboarding/_components/step-explore.tsx b/apps/dashboard/app/(main)/onboarding/_components/step-explore.tsx
index f1a4ef136..a69e6a2ca 100644
--- a/apps/dashboard/app/(main)/onboarding/_components/step-explore.tsx
+++ b/apps/dashboard/app/(main)/onboarding/_components/step-explore.tsx
@@ -24,7 +24,7 @@ const FEATURES = [
 		icon: UsersIcon,
 		title: "Live Visitors",
 		description: "See who's on your site right now with real-time data.",
-		tab: "?tab=realtime",
+		tab: "/realtime",
 	},
 	{
 		icon: CursorClickIcon,
@@ -101,7 +101,7 @@ export function StepExplore({
 			</div>
 
 			<Button className="w-full sm:w-auto" onClick={onComplete} size="lg">
-				Go to Dashboard
+				Go to dashboard
 			</Button>
 		</div>
 	);
diff --git a/apps/dashboard/app/(main)/onboarding/_components/step-install-tracking.test.ts b/apps/dashboard/app/(main)/onboarding/_components/step-install-tracking.test.ts
new file mode 100644
index 000000000..550459dd0
--- /dev/null
+++ b/apps/dashboard/app/(main)/onboarding/_components/step-install-tracking.test.ts
@@ -0,0 +1,18 @@
+import { describe, expect, test } from "bun:test";
+import { readFileSync } from "node:fs";
+
+describe("generateAgentPrompt", () => {
+	test("does not ask an AI assistant to send installation telemetry", () => {
+		const promptSource = readFileSync(
+			new URL("./step-install-tracking.tsx", import.meta.url),
+			"utf8"
+		);
+
+		expect(promptSource).not.toContain("agent-telemetry");
+		expect(promptSource).not.toContain("Report Back");
+		expect(promptSource).not.toContain("Always send this report");
+		expect(promptSource).not.toContain("trackPerformance");
+		expect(promptSource).not.toContain("trackScreenViews");
+		expect(promptSource).not.toContain("trackSessions");
+	});
+});
diff --git a/apps/dashboard/app/(main)/onboarding/_components/step-install-tracking.tsx b/apps/dashboard/app/(main)/onboarding/_components/step-install-tracking.tsx
index b551ad0d3..0eb93fb36 100644
--- a/apps/dashboard/app/(main)/onboarding/_components/step-install-tracking.tsx
+++ b/apps/dashboard/app/(main)/onboarding/_components/step-install-tracking.tsx
@@ -32,6 +32,7 @@ import {
 	generateNpmCode,
 	generateScriptTag,
 } from "../../websites/[id]/_components/utils/code-generators";
+import { RECOMMENDED_DEFAULTS } from "../../websites/[id]/_components/utils/tracking-defaults";
 
 // TODO: Replace with published skill URL once available
 const SKILL_URL = "https://github.com/databuddy-cc/skill";
@@ -123,22 +124,21 @@ All options work as React/Vue props or \`data-*\` attributes on the script tag.
 | Option | Type | Default | What it does |
 |--------|------|---------|-------------|
 | trackWebVitals | bool | false | Core Web Vitals (LCP, CLS, INP, TTFB) |
-| trackPerformance | bool | true | Page load timing |
 | trackErrors | bool | false | JavaScript errors and exceptions |
 | trackHashChanges | bool | false | URL hash changes (SPA routing) |
 | trackAttributes | bool | false | Auto-track elements with data-track attribute |
 | trackOutgoingLinks | bool | false | Clicks to external sites |
 | trackInteractions | bool | false | Button clicks and form submissions |
-| trackSessions | bool | true | Session tracking (automatic) |
-| trackScreenViews | bool | true | Page view tracking (automatic) |
 | disabled | bool | false | Master kill switch |
 | samplingRate | 0-1 | 1.0 | Fraction of events to capture |
 | enableBatching | bool | true | Batch events before sending |
 | batchSize | num | 10 | Events per batch |
-| batchTimeout | num | 2000 | Max ms before flushing batch |
+| batchTimeout | num | 5000 | Max ms before flushing batch |
 | enableRetries | bool | true | Retry failed requests |
 | maxRetries | num | 3 | Max retry attempts |
 
+Page views and sessions are tracked automatically; they are not configuration options.
+
 Enable what makes sense for this website. A good starting point:
 \`\`\`tsx
 <Databuddy clientId={...} trackWebVitals trackErrors />
@@ -176,40 +176,7 @@ Use snake_case event names. Track decisions and milestones (signup_completed, pu
 
 **Events not appearing in dashboard**: Data typically appears within 30 seconds. Check the Network tab for failed requests to basket.databuddy.cc. Verify the Client ID matches. Check for console errors.
 
-**If another analytics tool is present**: Both can run in parallel. No conflicts. Optionally disable the other tool's page view tracking if Databuddy handles it.
-
-## Report Back — Required
-
-After installation (success or failure), send a POST to report what happened. This helps us improve the setup experience.
-
-\`\`\`bash
-curl -X POST https://api.databuddy.cc/public/v1/agent-telemetry \\
-  -H "Content-Type: application/json" \\
-  -d '{
-    "websiteId": "${websiteId}",
-    "agent": "claude",
-    "status": "success",
-    "framework": "nextjs",
-    "installMethod": "sdk",
-    "stepsCompleted": ["install", "mount", "env-var", "verify"],
-    "issues": [],
-    "metadata": {}
-  }'
-\`\`\`
-
-Fields:
-- **websiteId**: "${websiteId}"
-- **agent**: Which tool ran this (claude, cursor, copilot, windsurf, other)
-- **status**: "success" | "partial" | "failed"
-- **framework**: What framework was detected (nextjs, react, vue, vanilla, etc.)
-- **installMethod**: "sdk" or "script-tag"
-- **stepsCompleted**: Array of steps that succeeded: "install", "mount", "env-var", "verify"
-- **issues**: Array of problems encountered, e.g. [{"type": "csp", "detail": "blocked cdn.databuddy.cc", "resolved": true}]
-  - Common issue types: csp, adblocker, domain-mismatch, script-blocked, build-error, type-error, env-var-missing
-- **errorMessage**: Final error message if status is "failed"
-- **metadata**: Any extra context (package manager used, versions, etc.)
-
-Always send this report, even on failure. It's a single fire-and-forget POST.`;
+**If another analytics tool is present**: Both can run in parallel. No conflicts. Optionally disable the other tool's page view tracking if Databuddy handles it.`;
 }
 
 function ClaudeLogo({ color }: { color: string }) {
@@ -275,26 +242,6 @@ const AI_TOOLS = [
 	},
 ];
 
-const DEFAULT_TRACKING_OPTIONS = {
-	disabled: false,
-	trackHashChanges: false,
-	trackAttributes: false,
-	trackOutgoingLinks: false,
-	trackInteractions: false,
-	trackPerformance: false,
-	trackWebVitals: false,
-	trackErrors: false,
-	trackSessions: true,
-	trackScreenViews: false,
-	enableBatching: true,
-	enableRetries: true,
-	batchSize: 10,
-	batchTimeout: 5000,
-	maxRetries: 3,
-	initialRetryDelay: 1000,
-	samplingRate: 1,
-};
-
 const highlighter = createHighlighterCoreSync({
 	themes: [vesper],
 	langs: [tsx, html, bash],
@@ -378,8 +325,8 @@ export function StepInstallTracking({
 	const [copiedBlockId, setCopiedBlockId] = useState<string | null>(null);
 	const [isRefreshing, setIsRefreshing] = useState(false);
 
-	const trackingCode = generateScriptTag(websiteId, DEFAULT_TRACKING_OPTIONS);
-	const npmCode = generateNpmCode(websiteId, DEFAULT_TRACKING_OPTIONS);
+	const trackingCode = generateScriptTag(websiteId, RECOMMENDED_DEFAULTS);
+	const npmCode = generateNpmCode(websiteId, RECOMMENDED_DEFAULTS);
 
 	const { data: trackingSetupData, refetch: refetchTrackingSetup } = useQuery({
 		...orpc.websites.isTrackingSetup.queryOptions({ input: { websiteId } }),
diff --git a/apps/dashboard/app/(main)/organizations/components/api-keys-section.tsx b/apps/dashboard/app/(main)/organizations/components/api-keys-section.tsx
index 582754ba0..acde02dac 100644
--- a/apps/dashboard/app/(main)/organizations/components/api-keys-section.tsx
+++ b/apps/dashboard/app/(main)/organizations/components/api-keys-section.tsx
@@ -139,7 +139,7 @@ export function ApiKeysSection({
 					<Card.Title>API Keys</Card.Title>
 					<Card.Description>
 						{isSwitchingOrganization
-							? "Switching workspace…"
+							? "Switching organization…"
 							: isEmpty
 								? `Create keys for programmatic access to ${organization.name}`
 								: `${activeCount} active of ${items.length} key${items.length === 1 ? "" : "s"} for ${organization.name}`}
@@ -220,7 +220,7 @@ export function ApiKeysSection({
 					<>
 						{isSwitchingOrganization && (
 							<p className="sr-only" role="status">
-								Switching workspace…
+								Switching organization…
 							</p>
 						)}
 						<ApiKeysSkeleton />
@@ -236,7 +236,7 @@ export function ApiKeysSection({
 							}
 							description={`API keys created here only authenticate requests for ${organization.name}. Keys are shown once at creation.`}
 							icon={<LockSimpleIcon />}
-							title="No API keys in this workspace"
+							title="No API keys in this organization"
 						/>
 					</div>
 				) : filtered.length === 0 ? (
diff --git a/apps/dashboard/app/(main)/organizations/components/integrations-settings.tsx b/apps/dashboard/app/(main)/organizations/components/integrations-settings.tsx
index 9a6b8b7c7..7d08e5810 100644
--- a/apps/dashboard/app/(main)/organizations/components/integrations-settings.tsx
+++ b/apps/dashboard/app/(main)/organizations/components/integrations-settings.tsx
@@ -81,7 +81,7 @@ const SLACK_ITEM: IntegrationCatalogItem = {
 
 const GITHUB_ITEM: IntegrationCatalogItem = {
 	accent: "#181717",
-	category: "Intelligence",
+	category: "Deployments",
 	description:
 		"Correlate deploys, commits, and PRs with traffic and error changes.",
 	accentClassName: "bg-foreground/70",
@@ -94,9 +94,9 @@ const GITHUB_SCOPES = ["repo:status", "read:org"];
 
 const GSC_ITEM: IntegrationCatalogItem = {
 	accent: "#4285F4",
-	category: "Intelligence",
+	category: "Search",
 	description:
-		"Surface keyword ranking changes, impression drops, and CTR shifts in investigations.",
+		"Use keyword rankings, impression drops, and CTR shifts in findings.",
 	iconPath: SIMPLE_ICONS.googlesearchconsole,
 	id: "google-search-console",
 	name: "Google Search Console",
diff --git a/apps/dashboard/app/(main)/settings/account/page.tsx b/apps/dashboard/app/(main)/settings/account/page.tsx
index e77759f92..28d904a09 100644
--- a/apps/dashboard/app/(main)/settings/account/page.tsx
+++ b/apps/dashboard/app/(main)/settings/account/page.tsx
@@ -36,6 +36,9 @@ interface Account {
 	createdAt: Date;
 	id: string;
 	providerId: string;
+	scopes: string[];
+	updatedAt: Date;
+	userId: string;
 }
 
 type SocialProvider = "google" | "github";
@@ -52,6 +55,35 @@ const PROVIDER_CONFIG: Record<string, { icon: IconComponent; name: string }> = {
 	credential: { icon: KeyIcon, name: "Password" },
 };
 
+const SCOPE_LABELS: Record<string, string> = {
+	email: "email address",
+	openid: "identity",
+	profile: "basic profile",
+	"read:user": "GitHub profile",
+	"user:email": "GitHub email addresses",
+};
+
+function formatAccountScopes(scopes: string[]): string {
+	if (scopes.length === 0) {
+		return "basic identity used for sign-in";
+	}
+
+	return [
+		...new Set(
+			scopes.map((scope) => {
+				const normalized = scope.trim();
+				const knownLabel = SCOPE_LABELS[normalized];
+				if (knownLabel) {
+					return knownLabel;
+				}
+
+				const finalSegment = normalized.split("/").filter(Boolean).at(-1);
+				return (finalSegment || normalized).replaceAll(/[_:-]+/g, " ");
+			})
+		),
+	].join(", ");
+}
+
 function getInitials(name: string): string {
 	return name
 		.split(" ")
@@ -158,33 +190,46 @@ function ChangePasswordDialog({
 }
 
 function UnlinkConfirmDialog({
-	provider,
+	account,
 	isPending,
 	onConfirm,
 	onClose,
 }: {
-	provider: SocialProvider | null;
+	account: Account | null;
 	isPending: boolean;
 	onConfirm: () => void;
 	onClose: () => void;
 }) {
+	const provider = account?.providerId as SocialProvider | undefined;
+	const providerName = provider ? PROVIDER_CONFIG[provider]?.name : "";
+
 	return (
-		<Dialog onOpenChange={(open) => !open && onClose()} open={!!provider}>
+		<Dialog onOpenChange={(open) => !open && onClose()} open={!!account}>
 			<Dialog.Content>
 				<Dialog.Header>
-					<Dialog.Title>Unlink Account</Dialog.Title>
+					<Dialog.Title>Disconnect {providerName} sign-in?</Dialog.Title>
 					<Dialog.Description>
-						Are you sure you want to unlink your{" "}
-						{provider ? PROVIDER_CONFIG[provider]?.name : ""} account? You can
-						reconnect it later.
+						This removes {providerName} as a way to sign in to Databuddy. It
+						does not disconnect an organization data integration. You can
+						reconnect this identity later.
 					</Dialog.Description>
 				</Dialog.Header>
+				{account && (
+					<Dialog.Body className="space-y-2">
+						<Text className="break-all" tone="muted" variant="caption">
+							Provider account ID: {account.accountId}
+						</Text>
+						<Text tone="muted" variant="caption">
+							Permissions: {formatAccountScopes(account.scopes)}
+						</Text>
+					</Dialog.Body>
+				)}
 				<Dialog.Footer>
 					<Button onClick={onClose} variant="secondary">
 						Cancel
 					</Button>
 					<Button loading={isPending} onClick={onConfirm} tone="destructive">
-						Unlink
+						Disconnect sign-in
 					</Button>
 				</Dialog.Footer>
 			</Dialog.Content>
@@ -219,7 +264,7 @@ function DeleteAccountDialog({
 	const deleteAccount = useMutation({
 		mutationFn: async () => {
 			const opts: { password?: string; callbackURL?: string } = {
-				callbackURL: "/auth/login",
+				callbackURL: "/login",
 			};
 			if (hasPassword) {
 				opts.password = password;
@@ -233,7 +278,7 @@ function DeleteAccountDialog({
 		onSuccess: () => {
 			if (hasPassword) {
 				toast.success("Your account has been deleted");
-				router.push("/auth/login");
+				router.push("/login");
 			} else {
 				setEmailSent(true);
 			}
@@ -346,9 +391,8 @@ export default function AccountSettingsPage() {
 	const [isProfileInitialized, setIsProfileInitialized] = useState(false);
 	const [showPasswordDialog, setShowPasswordDialog] = useState(false);
 	const [showTwoFactorDialog, setShowTwoFactorDialog] = useState(false);
-	const [unlinkProvider, setUnlinkProvider] = useState<SocialProvider | null>(
-		null
-	);
+	const [unlinkAccountTarget, setUnlinkAccountTarget] =
+		useState<Account | null>(null);
 	const [showDeleteDialog, setShowDeleteDialog] = useState(false);
 
 	useEffect(() => {
@@ -401,15 +445,20 @@ export default function AccountSettingsPage() {
 	});
 
 	const unlinkAccount = useMutation({
-		mutationFn: async (providerId: string) => {
-			const result = await authClient.unlinkAccount({ providerId });
+		mutationFn: async (accountToUnlink: Account) => {
+			const result = await authClient.unlinkAccount({
+				providerId: accountToUnlink.providerId,
+				accountId: accountToUnlink.accountId,
+			});
 			if (result.error) {
 				throw new Error(result.error.message);
 			}
 			return result;
 		},
-		onSuccess: () => {
-			toast.success("Account unlinked successfully");
+		onSuccess: (_result, accountToUnlink) => {
+			const providerName =
+				PROVIDER_CONFIG[accountToUnlink.providerId]?.name ?? "Social";
+			toast.success(`${providerName} sign-in disconnected`);
 			queryClient.invalidateQueries({ queryKey: ["user-accounts"] });
 		},
 	});
@@ -594,7 +643,8 @@ export default function AccountSettingsPage() {
 						<Card.Header>
 							<Card.Title>Connected Identities</Card.Title>
 							<Card.Description>
-								Link your accounts for easier sign-in
+								Personal sign-in methods for your Databuddy account. These are
+								not organization data integrations.
 							</Card.Description>
 						</Card.Header>
 						<Card.Content>
@@ -613,39 +663,64 @@ export default function AccountSettingsPage() {
 											(acc) => acc.providerId === provider
 										);
 										const isOnlyAccount =
-											accounts.length === 1 && !!connectedAccount;
+											accounts.length <= 1 && !!connectedAccount;
 
 										return (
 											<div key={provider}>
 												{index > 0 && <Divider className="mb-3" />}
-												<div className="flex items-center justify-between">
-													<div className="flex items-center gap-3">
+												<div className="flex items-start justify-between gap-3">
+													<div className="flex min-w-0 items-start gap-3">
 														<ProviderIcon
 															className="size-4 text-muted-foreground"
 															weight="duotone"
 														/>
-														<div>
+														<div className="min-w-0">
 															<Text variant="label">{config.name}</Text>
 															<Text tone="muted" variant="caption">
 																{connectedAccount
-																	? "Linked to your account"
+																	? `Provider account ID: ${connectedAccount.accountId}`
 																	: `Sign in with ${config.name}`}
 															</Text>
+															{connectedAccount && (
+																<>
+																	<Text tone="muted" variant="caption">
+																		Permissions:{" "}
+																		{formatAccountScopes(
+																			connectedAccount.scopes
+																		)}
+																	</Text>
+																	{isOnlyAccount && (
+																		<Text
+																			className="text-warning"
+																			variant="caption"
+																		>
+																			Add another sign-in method before
+																			disconnecting this one.
+																		</Text>
+																	)}
+																</>
+															)}
 														</div>
 													</div>
 													{connectedAccount ? (
-														<div className="flex items-center gap-2">
-															{!isOnlyAccount && (
-																<Button
-																	aria-label={`Unlink ${config.name}`}
-																	onClick={() => setUnlinkProvider(provider)}
-																	size="sm"
-																	variant="ghost"
-																>
-																	<LinkBreakIcon className="size-3.5" />
-																	Unlink
-																</Button>
-															)}
+														<div className="flex shrink-0 items-center gap-2">
+															<Button
+																aria-label={`Disconnect ${config.name} sign-in`}
+																disabled={isOnlyAccount}
+																onClick={() =>
+																	setUnlinkAccountTarget(connectedAccount)
+																}
+																size="sm"
+																title={
+																	isOnlyAccount
+																		? "Add another sign-in method before disconnecting this one"
+																		: `Disconnect ${config.name} as a sign-in method`
+																}
+																variant="ghost"
+															>
+																<LinkBreakIcon className="size-3.5" />
+																Disconnect
+															</Button>
 															<Badge variant="success">Connected</Badge>
 														</div>
 													) : (
@@ -747,16 +822,16 @@ export default function AccountSettingsPage() {
 				open={showTwoFactorDialog}
 			/>
 			<UnlinkConfirmDialog
+				account={unlinkAccountTarget}
 				isPending={unlinkAccount.isPending}
-				onClose={() => setUnlinkProvider(null)}
+				onClose={() => setUnlinkAccountTarget(null)}
 				onConfirm={() => {
-					if (unlinkProvider) {
-						unlinkAccount.mutate(unlinkProvider, {
-							onSuccess: () => setUnlinkProvider(null),
+					if (unlinkAccountTarget) {
+						unlinkAccount.mutate(unlinkAccountTarget, {
+							onSuccess: () => setUnlinkAccountTarget(null),
 						});
 					}
 				}}
-				provider={unlinkProvider}
 			/>
 			{user?.email && (
 				<DeleteAccountDialog
diff --git a/apps/dashboard/app/(main)/settings/notifications/_components/email-preferences-card.tsx b/apps/dashboard/app/(main)/settings/notifications/_components/email-preferences-card.tsx
index 1881ed342..b18ec4779 100644
--- a/apps/dashboard/app/(main)/settings/notifications/_components/email-preferences-card.tsx
+++ b/apps/dashboard/app/(main)/settings/notifications/_components/email-preferences-card.tsx
@@ -279,7 +279,7 @@ export function EmailPreferencesCard() {
 											"origin_missing"
 										)
 									}
-									description="Browser ingest was called without an Origin header."
+									description="We received browser tracking requests without a website origin, so we could not verify the source domain."
 									disabled={disabled}
 									onChange={(checked) =>
 										save(
diff --git a/apps/dashboard/app/(main)/settings/notifications/_components/notification-test-result.test.ts b/apps/dashboard/app/(main)/settings/notifications/_components/notification-test-result.test.ts
new file mode 100644
index 000000000..a97ef1dd3
--- /dev/null
+++ b/apps/dashboard/app/(main)/settings/notifications/_components/notification-test-result.test.ts
@@ -0,0 +1,30 @@
+import { describe, expect, it } from "bun:test";
+import { summarizeTestDelivery } from "./notification-test-result";
+
+describe("summarizeTestDelivery", () => {
+	it("does not claim success when every destination fails", () => {
+		expect(
+			summarizeTestDelivery([
+				{ channel: "email", success: false },
+				{ channel: "slack", success: false },
+			])
+		).toMatchObject({
+			kind: "error",
+			title: "Test failed for Email, Slack",
+		});
+	});
+
+	it("names partial delivery", () => {
+		expect(
+			summarizeTestDelivery([
+				{ channel: "email", success: true },
+				{ channel: "webhook", success: false },
+			])
+		).toMatchObject({
+			kind: "warning",
+			title: "Test delivered via Email",
+			description:
+				"Delivery failed for Webhook. Check those destinations and try again.",
+		});
+	});
+});
diff --git a/apps/dashboard/app/(main)/settings/notifications/_components/notification-test-result.ts b/apps/dashboard/app/(main)/settings/notifications/_components/notification-test-result.ts
new file mode 100644
index 000000000..931944a49
--- /dev/null
+++ b/apps/dashboard/app/(main)/settings/notifications/_components/notification-test-result.ts
@@ -0,0 +1,58 @@
+const CHANNEL_LABELS: Record<string, string> = {
+	email: "Email",
+	slack: "Slack",
+	webhook: "Webhook",
+};
+
+interface DeliveryResult {
+	channel: string;
+	success: boolean;
+}
+
+export interface DeliverySummary {
+	description?: string;
+	kind: "error" | "success" | "warning";
+	title: string;
+}
+
+function formatChannels(channels: string[]): string {
+	return [...new Set(channels)]
+		.map((channel) => CHANNEL_LABELS[channel] ?? channel)
+		.join(", ");
+}
+
+export function summarizeTestDelivery(
+	results: DeliveryResult[]
+): DeliverySummary {
+	const delivered = results.filter((item) => item.success);
+	const failed = results.filter((item) => !item.success);
+
+	if (delivered.length === 0) {
+		const channels = formatChannels(failed.map((item) => item.channel));
+		return {
+			kind: "error",
+			title: channels
+				? `Test failed for ${channels}`
+				: "No test notification was sent",
+			description:
+				"Check the alert destinations and their credentials, then try again.",
+		};
+	}
+
+	const deliveredChannels = formatChannels(
+		delivered.map((item) => item.channel)
+	);
+	if (failed.length > 0) {
+		const failedChannels = formatChannels(failed.map((item) => item.channel));
+		return {
+			kind: "warning",
+			title: `Test delivered via ${deliveredChannels}`,
+			description: `Delivery failed for ${failedChannels}. Check those destinations and try again.`,
+		};
+	}
+
+	return {
+		kind: "success",
+		title: `Test delivered via ${deliveredChannels}`,
+	};
+}
diff --git a/apps/dashboard/app/(main)/settings/notifications/page.tsx b/apps/dashboard/app/(main)/settings/notifications/page.tsx
index de7939de2..d00033873 100644
--- a/apps/dashboard/app/(main)/settings/notifications/page.tsx
+++ b/apps/dashboard/app/(main)/settings/notifications/page.tsx
@@ -14,6 +14,7 @@ import { toast } from "sonner";
 import { orpc } from "@/lib/orpc";
 import { AlarmSheet } from "./_components/alarm-sheet";
 import { EmailPreferencesCard } from "./_components/email-preferences-card";
+import { summarizeTestDelivery } from "./_components/notification-test-result";
 import { Dialog, DropdownMenu, Switch } from "@databuddy/ui/client";
 import {
 	Badge,
@@ -182,13 +183,15 @@ export default function NotificationsSettingsPage() {
 	const handleTest = async (alarm: Alarm) => {
 		setTestingAlarmId(alarm.id);
 		try {
-			await toast.promise(testMutation.mutateAsync({ alarmId: alarm.id }), {
-				loading: "Sending test…",
-				success: "Test sent",
-				error: "Test failed",
+			const result = await testMutation.mutateAsync({ alarmId: alarm.id });
+			const summary = summarizeTestDelivery(result.results);
+			toast[summary.kind](summary.title, {
+				description: summary.description,
 			});
 		} catch {
-			// toast.promise handles
+			toast.error("Test could not be sent", {
+				description: "Check the alert destinations and try again.",
+			});
 		} finally {
 			setTestingAlarmId(null);
 		}
@@ -292,13 +295,13 @@ export default function NotificationsSettingsPage() {
 												</div>
 												<div className="min-w-0 flex-1">
 													<div className="flex items-center gap-2">
-														<button
-															className="truncate font-medium text-foreground text-sm"
+														<Button
+															className="h-auto min-w-0 truncate p-0 font-medium text-foreground text-sm hover:bg-transparent"
 															onClick={() => handleEdit(alarm)}
-															type="button"
+															variant="ghost"
 														>
 															{alarm.name}
-														</button>
+														</Button>
 														<Badge
 															variant={alarm.enabled ? "success" : "warning"}
 														>
diff --git a/apps/dashboard/app/(main)/websites/[id]/_components/constants/settings-constants.ts b/apps/dashboard/app/(main)/websites/[id]/_components/constants/settings-constants.ts
index 9de2a6860..3bd13dbb8 100644
--- a/apps/dashboard/app/(main)/websites/[id]/_components/constants/settings-constants.ts
+++ b/apps/dashboard/app/(main)/websites/[id]/_components/constants/settings-constants.ts
@@ -101,17 +101,11 @@ export const BASIC_TRACKING_OPTIONS: TrackingOptionConfig[] = [
 ];
 
 export const ADVANCED_TRACKING_OPTIONS: TrackingOptionConfig[] = [
-	{
-		key: "trackPerformance",
-		title: "Performance",
-		description: "Track page load and runtime performance",
-		data: ["Page load time", "DOM ready", "First paint"],
-	},
 	{
 		key: "trackWebVitals",
 		title: "Web Vitals",
-		description: "Track Core Web Vitals (LCP, FID, CLS, INP)",
-		data: ["LCP", "FID", "CLS", "INP", "TTFB"],
+		description: "Track page performance and Core Web Vitals",
+		data: ["FCP", "LCP", "CLS", "INP", "TTFB", "FPS"],
 	},
 	{
 		key: "trackErrors",
diff --git a/apps/dashboard/app/(main)/websites/[id]/_components/utils/code-generators.test.ts b/apps/dashboard/app/(main)/websites/[id]/_components/utils/code-generators.test.ts
new file mode 100644
index 000000000..3b02bc3e7
--- /dev/null
+++ b/apps/dashboard/app/(main)/websites/[id]/_components/utils/code-generators.test.ts
@@ -0,0 +1,17 @@
+import { describe, expect, it } from "bun:test";
+import { generateNpmCode, generateScriptTag } from "./code-generators";
+import { RECOMMENDED_DEFAULTS } from "./tracking-defaults";
+
+describe("recommended tracking snippets", () => {
+	it("keeps zero-config page views and performance tracking enabled", () => {
+		const script = generateScriptTag("example-client-id", RECOMMENDED_DEFAULTS);
+		const npm = generateNpmCode("example-client-id", RECOMMENDED_DEFAULTS);
+
+		expect(script).toContain('data-track-web-vitals="true"');
+		expect(script).not.toContain("track-performance");
+		expect(npm).toContain("trackWebVitals={true}");
+		expect(npm).not.toContain("trackPerformance");
+		expect(npm).not.toContain("trackScreenViews");
+		expect(npm).not.toContain("trackSessions");
+	});
+});
diff --git a/apps/dashboard/app/(main)/websites/[id]/_components/utils/tracking-defaults.ts b/apps/dashboard/app/(main)/websites/[id]/_components/utils/tracking-defaults.ts
index 4a3dcc168..97b7b56ab 100644
--- a/apps/dashboard/app/(main)/websites/[id]/_components/utils/tracking-defaults.ts
+++ b/apps/dashboard/app/(main)/websites/[id]/_components/utils/tracking-defaults.ts
@@ -3,15 +3,12 @@ import type { TrackingOptions } from "./types";
 // Mirrors the SDK's zero-config behavior. Source of truth: packages/sdk/src/core/types.ts.
 export const ACTUAL_LIBRARY_DEFAULTS: TrackingOptions = {
 	disabled: false,
-	trackScreenViews: true,
 	trackHashChanges: false,
-	trackSessions: true,
 
 	trackAttributes: false,
 	trackOutgoingLinks: false,
 	trackInteractions: false,
 
-	trackPerformance: true,
 	trackWebVitals: false,
 	trackErrors: false,
 
@@ -22,9 +19,10 @@ export const ACTUAL_LIBRARY_DEFAULTS: TrackingOptions = {
 
 	enableBatching: true,
 	batchSize: 10,
-	batchTimeout: 2000,
+	batchTimeout: 5000,
 };
 
 export const RECOMMENDED_DEFAULTS: TrackingOptions = {
 	...ACTUAL_LIBRARY_DEFAULTS,
+	trackWebVitals: true,
 };
diff --git a/apps/dashboard/app/(main)/websites/[id]/_components/utils/tracking-helpers.ts b/apps/dashboard/app/(main)/websites/[id]/_components/utils/tracking-helpers.ts
index 579c6c1d3..0c3aecb1a 100644
--- a/apps/dashboard/app/(main)/websites/[id]/_components/utils/tracking-helpers.ts
+++ b/apps/dashboard/app/(main)/websites/[id]/_components/utils/tracking-helpers.ts
@@ -22,8 +22,6 @@ export function enableAllBasicTracking(
 ): TrackingOptions {
 	return {
 		...options,
-		trackScreenViews: true,
-		trackSessions: true,
 		trackInteractions: true,
 		trackOutgoingLinks: true,
 	};
@@ -52,7 +50,6 @@ export function enableAllPerformanceTracking(
 ): TrackingOptions {
 	return {
 		...options,
-		trackPerformance: true,
 		trackWebVitals: true,
 		trackErrors: true,
 	};
@@ -68,7 +65,6 @@ export function enableAllAdvancedTracking(
 		...options,
 		...enableAllPerformanceTracking(options),
 		trackErrors: true,
-		trackPerformance: true,
 		trackWebVitals: true,
 	};
 }
@@ -110,12 +106,9 @@ export function enablePrivacyMode(options: TrackingOptions): TrackingOptions {
 	return {
 		...options,
 		disabled: true,
-		trackScreenViews: false,
-		trackSessions: false,
 		trackInteractions: false,
 		trackOutgoingLinks: false,
 		trackAttributes: false,
-		trackPerformance: false,
 		trackWebVitals: false,
 		trackErrors: false,
 	};
diff --git a/apps/dashboard/app/(main)/websites/[id]/_components/utils/types.ts b/apps/dashboard/app/(main)/websites/[id]/_components/utils/types.ts
index fdce3ec70..31891590a 100644
--- a/apps/dashboard/app/(main)/websites/[id]/_components/utils/types.ts
+++ b/apps/dashboard/app/(main)/websites/[id]/_components/utils/types.ts
@@ -46,9 +46,6 @@ export interface TrackingOptions {
 	trackHashChanges: boolean;
 	trackInteractions: boolean;
 	trackOutgoingLinks: boolean;
-	trackPerformance: boolean;
-	trackScreenViews: boolean;
-	trackSessions: boolean;
 	trackWebVitals: boolean;
 }
 
diff --git a/apps/dashboard/app/(main)/websites/[id]/error.tsx b/apps/dashboard/app/(main)/websites/[id]/error.tsx
index 99c152b57..36a42fc57 100644
--- a/apps/dashboard/app/(main)/websites/[id]/error.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/error.tsx
@@ -25,7 +25,8 @@ export default function WebsiteError({
 			<div className="max-w-sm space-y-2 text-center">
 				<h2 className="font-semibold text-lg">Something went wrong</h2>
 				<p className="text-muted-foreground text-sm">
-					{error.message || "An error occurred while loading this page"}
+					We couldn&apos;t load this website. Try again or return to your
+					websites.
 				</p>
 				{error.digest && (
 					<p className="font-mono text-muted-foreground text-xs">
diff --git a/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-summary-stats.tsx b/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-summary-stats.tsx
index e9c5b86f6..d0e8e4445 100644
--- a/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-summary-stats.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-summary-stats.tsx
@@ -100,7 +100,7 @@ export const ErrorSummaryStats = ({
 			/>
 			<ErrorStatCard
 				icon={TrendUpIcon}
-				title="Error Rate"
+				title="Sessions with errors"
 				value={`${(errorSummary.errorRate || 0).toFixed(2)}%`}
 				variant="warning"
 			/>
diff --git a/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.test.ts b/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.test.ts
new file mode 100644
index 000000000..bcd2f4b65
--- /dev/null
+++ b/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.test.ts
@@ -0,0 +1,12 @@
+import { describe, expect, it } from "bun:test";
+import { getErrorsPerAffectedUser } from "./utils";
+
+describe("getErrorsPerAffectedUser", () => {
+	it("reports occurrences per affected user", () => {
+		expect(getErrorsPerAffectedUser(12, 3)).toBe(4);
+	});
+
+	it("does not divide by zero", () => {
+		expect(getErrorsPerAffectedUser(12, 0)).toBe(0);
+	});
+});
diff --git a/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.tsx b/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.tsx
index 67b0808fc..93c9aadc0 100644
--- a/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.tsx
@@ -1,5 +1,9 @@
 import { getErrorTypeIcon } from "./error-icons";
-import { getErrorCategory, getSeverityColor } from "./utils";
+import {
+	getErrorCategory,
+	getErrorsPerAffectedUser,
+	getSeverityColor,
+} from "./utils";
 import { BugIcon } from "@databuddy/ui/icons";
 import { Badge, formatLocalTime } from "@databuddy/ui";
 
@@ -26,7 +30,7 @@ export const errorColumns = [
 		cell: (info: CellInfo<number>) => {
 			const users = info.getValue() ?? 0;
 			const errors = (info.row?.original?.errors as number) ?? 0;
-			const errorRate = errors > 0 ? ((users / errors) * 100).toFixed(1) : "0";
+			const errorsPerUser = getErrorsPerAffectedUser(errors, users);
 
 			return (
 				<div className="flex flex-col">
@@ -34,7 +38,8 @@ export const errorColumns = [
 						{users.toLocaleString()}
 					</span>
 					<span className="text-muted-foreground text-xs">
-						{errorRate}% error rate
+						{errorsPerUser.toFixed(1)} error
+						{errorsPerUser === 1 ? "" : "s"} per affected user
 					</span>
 				</div>
 			);
diff --git a/apps/dashboard/app/(main)/websites/[id]/errors/_components/utils.ts b/apps/dashboard/app/(main)/websites/[id]/errors/_components/utils.ts
index e53fe8adb..a7e840807 100644
--- a/apps/dashboard/app/(main)/websites/[id]/errors/_components/utils.ts
+++ b/apps/dashboard/app/(main)/websites/[id]/errors/_components/utils.ts
@@ -77,3 +77,10 @@ const SEVERITY_COLORS: Record<"high" | "medium" | "low", string> = {
 
 export const getSeverityColor = (severity: "high" | "medium" | "low"): string =>
 	SEVERITY_COLORS[severity];
+
+export function getErrorsPerAffectedUser(
+	errors: number,
+	users: number
+): number {
+	return users > 0 ? errors / users : 0;
+}
diff --git a/apps/dashboard/app/(main)/websites/[id]/events/error.tsx b/apps/dashboard/app/(main)/websites/[id]/events/error.tsx
index 2b4a4c11e..41079b3a9 100644
--- a/apps/dashboard/app/(main)/websites/[id]/events/error.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/events/error.tsx
@@ -27,7 +27,8 @@ export default function EventsError({
 			<div className="max-w-sm space-y-2 text-center">
 				<h2 className="font-semibold text-lg">Error loading events</h2>
 				<p className="text-balance text-muted-foreground text-sm">
-					{error.message || "An error occurred while loading events data"}
+					We couldn&apos;t load events for this website. Try again or return to
+					the overview.
 				</p>
 				{error.digest && (
 					<p className="font-mono text-muted-foreground text-xs">
diff --git a/apps/dashboard/app/(main)/websites/[id]/goals/page.tsx b/apps/dashboard/app/(main)/websites/[id]/goals/page.tsx
index 7654dea46..1b9f7bcbc 100644
--- a/apps/dashboard/app/(main)/websites/[id]/goals/page.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/goals/page.tsx
@@ -233,7 +233,7 @@ export default function GoalsPage() {
 				{!isDemoRoute && deletingGoalId && (
 					<DeleteDialog
 						confirmLabel="Delete Goal"
-						description="Are you sure you want to delete this goal? This action cannot be undone and will permanently remove all associated analytics data."
+						description="Delete this goal definition? Historical events remain in your analytics, but this goal will no longer be available for reporting."
 						isOpen={!!deletingGoalId}
 						onClose={() => setDeletingGoalId(null)}
 						onConfirm={() => {
diff --git a/apps/dashboard/app/(main)/websites/page.tsx b/apps/dashboard/app/(main)/websites/page.tsx
index 4e1950672..28d906943 100644
--- a/apps/dashboard/app/(main)/websites/page.tsx
+++ b/apps/dashboard/app/(main)/websites/page.tsx
@@ -51,7 +51,7 @@ export default function WebsitesPage() {
 	const [dialogOpen, setDialogOpen] = useState(false);
 	const { activeOrganization, isSwitchingOrganization } =
 		useOrganizationsContext();
-	const workspaceName = activeOrganization?.name ?? "this workspace";
+	const organizationName = activeOrganization?.name ?? "this organization";
 
 	const {
 		websites,
@@ -100,7 +100,7 @@ export default function WebsitesPage() {
 
 				{isSwitchingOrganization && (
 					<p className="sr-only" role="status">
-						Switching workspace…
+						Switching organization…
 					</p>
 				)}
 
@@ -127,9 +127,9 @@ export default function WebsitesPage() {
 								onClick: () => setDialogOpen(true),
 							}}
 							className="h-full"
-							description={`${workspaceName} does not have any websites yet. Add one to start collecting analytics for this workspace.`}
+							description={`${organizationName} does not have any websites yet. Add one to start collecting analytics for this organization.`}
 							icon={<GlobeIcon weight="duotone" />}
-							title="No websites in this workspace"
+							title="No websites in this organization"
 							variant="minimal"
 						/>
 					)}
diff --git a/apps/dashboard/app/layout.tsx b/apps/dashboard/app/layout.tsx
index 3f30d8d9f..f512e021f 100644
--- a/apps/dashboard/app/layout.tsx
+++ b/apps/dashboard/app/layout.tsx
@@ -159,7 +159,6 @@ export default function RootLayout({
 						scriptUrl="https://cdn.databuddy.cc/databuddy-debug.js"
 						trackAttributes={true}
 						trackErrors={true}
-						trackPerformance={true}
 						trackWebVitals={true}
 					/>
 				)}
diff --git a/apps/dashboard/app/public/[id]/layout.tsx b/apps/dashboard/app/public/[id]/layout.tsx
index a4071d79f..7ceb5b6f7 100644
--- a/apps/dashboard/app/public/[id]/layout.tsx
+++ b/apps/dashboard/app/public/[id]/layout.tsx
@@ -44,7 +44,10 @@ export default function PublicWebsiteLayout({
 
 	if (!id) {
 		return (
-			<WebsiteErrorState error={{ data: { code: "NOT_FOUND" } }} isDemoRoute />
+			<WebsiteErrorState
+				error={{ data: { code: "NOT_FOUND" } }}
+				isPublicDashboard
+			/>
 		);
 	}
 
@@ -52,7 +55,7 @@ export default function PublicWebsiteLayout({
 		return (
 			<WebsiteErrorState
 				error={websiteError}
-				isDemoRoute
+				isPublicDashboard
 				websiteId={websiteId}
 			/>
 		);
diff --git a/apps/dashboard/autumn.config.ts b/apps/dashboard/autumn.config.ts
index 04097bc55..f71d9447b 100644
--- a/apps/dashboard/autumn.config.ts
+++ b/apps/dashboard/autumn.config.ts
@@ -1,4 +1,5 @@
 import { AGENT_CREDIT_SCHEMA } from "./lib/credit-schema";
+import { DATABUNNY_USAGE_NAME } from "./lib/databunny-usage";
 import { TOPUP_MAX_QUANTITY, TOPUP_TIERS } from "./lib/topup-math";
 import { feature, item, plan } from "atmn";
 
@@ -40,7 +41,7 @@ export const agent_cache_write_tokens = feature({
 
 export const agent_credits = feature({
 	id: "agent_credits",
-	name: "Agent Credits",
+	name: DATABUNNY_USAGE_NAME,
 	type: "credit_system",
 	creditSchema: [
 		{
@@ -180,7 +181,7 @@ export const pro = plan({
  */
 export const scale = plan({
 	id: "scale",
-	name: "Scale",
+	name: "Enterprise",
 	addOn: false,
 	autoEnable: false,
 	price: {
@@ -265,7 +266,7 @@ export const pulse_pro = plan({
  */
 export const credits_booster = plan({
 	id: "credits_booster",
-	name: "Credit Booster",
+	name: "Databunny usage booster",
 	addOn: true,
 	autoEnable: false,
 	price: {
@@ -296,7 +297,7 @@ export const credits_booster = plan({
  */
 export const credits_topup = plan({
 	id: "credits_topup",
-	name: "Agent Credits",
+	name: DATABUNNY_USAGE_NAME,
 	addOn: true,
 	autoEnable: false,
 	items: [
diff --git a/apps/dashboard/components/agent/agent-chat-surface.tsx b/apps/dashboard/components/agent/agent-chat-surface.tsx
index 86dd40dec..7e3dff90d 100644
--- a/apps/dashboard/components/agent/agent-chat-surface.tsx
+++ b/apps/dashboard/components/agent/agent-chat-surface.tsx
@@ -262,7 +262,7 @@ function WelcomeState({
 										</span>
 										<span className="mt-0.5 block text-muted-foreground text-xs">
 											{item.source === "insight"
-												? "From your insights"
+												? "From your findings"
 												: "Suggested"}
 										</span>
 									</span>
diff --git a/apps/dashboard/components/agent/agent-commands.ts b/apps/dashboard/components/agent/agent-commands.ts
index d90367bc8..495408069 100644
--- a/apps/dashboard/components/agent/agent-commands.ts
+++ b/apps/dashboard/components/agent/agent-commands.ts
@@ -85,7 +85,7 @@ export const AGENT_COMMANDS: readonly AgentCommand[] = [
 		id: "clear",
 		command: "/clear",
 		title: "Clear chat",
-		description: "Erase chat history and start fresh",
+		description: "Clear messages from this view and start fresh",
 		action: "clear",
 		prompt: "",
 		keywords: ["clear", "reset", "erase", "new", "fresh"],
diff --git a/apps/dashboard/components/agent/agent-credit-balance.tsx b/apps/dashboard/components/agent/agent-credit-balance.tsx
index d3230d40d..e00a01060 100644
--- a/apps/dashboard/components/agent/agent-credit-balance.tsx
+++ b/apps/dashboard/components/agent/agent-credit-balance.tsx
@@ -61,7 +61,7 @@ export function AgentCreditBalance({
 			return null;
 		}
 		return (
-			<Tooltip content="Unlimited agent credits on your plan">
+			<Tooltip content="Unlimited Databunny usage on your plan">
 				<Button
 					className="gap-1 border border-border/60 bg-card px-2 text-muted-foreground text-xs hover:border-border hover:bg-card hover:text-foreground"
 					onClick={() => router.push("/billing")}
@@ -86,8 +86,8 @@ export function AgentCreditBalance({
 		<Tooltip
 			content={
 				isEmpty
-					? "Out of agent credits - click to upgrade"
-					: `${balance.toLocaleString()} of ${limit.toLocaleString()} agent credits remaining this month`
+					? "Your AI analysis allowance is empty. Open billing to top up or change plans."
+					: `${balance.toLocaleString()} of ${limit.toLocaleString()} Databunny usage units remain this month. Complex analysis uses more.`
 			}
 		>
 			<motion.div
@@ -98,6 +98,11 @@ export function AgentCreditBalance({
 				transition={{ duration: 0.18, ease: "easeOut" }}
 			>
 				<Button
+					aria-label={
+						isEmpty
+							? "Databunny usage is empty; open billing"
+							: `${balance.toLocaleString()} of ${limit.toLocaleString()} Databunny usage units remaining`
+					}
 					className={cn(
 						"gap-1.5 border px-2 text-xs",
 						variant === "compact" && "px-1.5 text-[11px]",
@@ -113,6 +118,7 @@ export function AgentCreditBalance({
 					variant="secondary"
 				>
 					{variant === "compact" ? null : <CoinsIcon className="size-3" />}
+					{variant === "compact" ? null : <span>Databunny</span>}
 					<span className="font-medium tabular-nums">{label}</span>
 				</Button>
 			</motion.div>
diff --git a/apps/dashboard/components/agent/agent-input.tsx b/apps/dashboard/components/agent/agent-input.tsx
index 06eca6001..074848dff 100644
--- a/apps/dashboard/components/agent/agent-input.tsx
+++ b/apps/dashboard/components/agent/agent-input.tsx
@@ -3,6 +3,8 @@
 import { useAtom, useAtomValue, useSetAtom } from "jotai";
 import { useCallback, useEffect, memo, useMemo, useRef, useState } from "react";
 import { AnimatePresence, motion } from "motion/react";
+import { useRouter } from "next/navigation";
+import { toast } from "sonner";
 import {
 	BrainIcon,
 	CaretDownIcon,
@@ -53,6 +55,7 @@ import { DropdownMenu } from "@databuddy/ui/client";
 import { Button, Skeleton, Textarea, Tooltip } from "@databuddy/ui";
 
 export function AgentInput() {
+	const router = useRouter();
 	const { sendMessage, setMessages, stop, status } = useChat();
 	const { messages: pendingMessages, removeAction } = usePendingQueue();
 	const isLoading = status === "streaming" || status === "submitted";
@@ -153,6 +156,15 @@ export function AgentInput() {
 			balance <= 0
 		) {
 			bumpCreditShake((n) => n + 1);
+			toast.error("Databunny can't answer another question yet", {
+				description:
+					"This organization's AI analysis allowance is empty. Top up Databunny usage or change the plan to continue.",
+				id: "databunny-usage-empty",
+				action: {
+					label: "View billing",
+					onClick: () => router.push("/billing#topup"),
+				},
+			});
 			return;
 		}
 		sendMessage({ text: input.trim() });
@@ -166,6 +178,10 @@ export function AgentInput() {
 			setMessages([]);
 			setInput("");
 			setCommandsDismissed(true);
+			toast.info("Messages cleared from this view", {
+				description:
+					"The saved conversation remains available in chat history.",
+			});
 			return;
 		}
 		setInput(command.prompt);
diff --git a/apps/dashboard/components/agent/chat-history.tsx b/apps/dashboard/components/agent/chat-history.tsx
index 733250db1..3e41fbcf8 100644
--- a/apps/dashboard/components/agent/chat-history.tsx
+++ b/apps/dashboard/components/agent/chat-history.tsx
@@ -117,7 +117,7 @@ export function ChatHistory({
 							if (!organizationId) {
 								return (
 									<div className="p-4 text-center text-muted-foreground text-xs">
-										No active workspace
+										No active organization
 									</div>
 								);
 							}
diff --git a/apps/dashboard/components/autumn/attach-dialog.tsx b/apps/dashboard/components/autumn/attach-dialog.tsx
index ca6529827..670651adb 100644
--- a/apps/dashboard/components/autumn/attach-dialog.tsx
+++ b/apps/dashboard/components/autumn/attach-dialog.tsx
@@ -2,13 +2,15 @@
 
 import type { PreviewAttachResponse } from "autumn-js";
 import { useState } from "react";
+import { getAttachDialogCopy } from "@/lib/autumn/attach-dialog-copy";
 import { Dialog } from "@databuddy/ui/client";
 import { Badge, Button, Divider, Text, dayjs } from "@databuddy/ui";
 
 export interface AttachDialogProps {
+	action?: string | null;
 	onConfirm: () => Promise<void>;
 	open: boolean;
-	planId: string;
+	planName: string;
 	preview: PreviewAttachResponse;
 	setOpen: (open: boolean) => void;
 }
@@ -123,9 +125,11 @@ function NextCycleSummary({
 }
 
 export default function AttachDialog({
+	action,
 	open,
 	setOpen,
 	preview,
+	planName,
 	onConfirm,
 }: AttachDialogProps) {
 	const [loading, setLoading] = useState(false);
@@ -133,15 +137,14 @@ export default function AttachDialog({
 	const { currency, lineItems, subtotal, total, nextCycle } = preview;
 	const discountTotal = Math.max(0, subtotal - total);
 	const discountBreakdown = aggregateDiscounts(lineItems);
+	const copy = getAttachDialogCopy(action, planName);
 
 	return (
 		<Dialog onOpenChange={setOpen} open={open}>
 			<Dialog.Content className="w-[95vw] max-w-md sm:w-full">
 				<Dialog.Header>
-					<Dialog.Title>Confirm purchase</Dialog.Title>
-					<Dialog.Description>
-						Review the charges before confirming.
-					</Dialog.Description>
+					<Dialog.Title>{copy.title}</Dialog.Title>
+					<Dialog.Description>{copy.description}</Dialog.Description>
 				</Dialog.Header>
 
 				<Dialog.Body className="space-y-4">
@@ -256,12 +259,16 @@ export default function AttachDialog({
 							try {
 								await onConfirm();
 								setOpen(false);
+							} catch {
+								// The caller owns the action-specific error message. Keep the dialog open.
 							} finally {
 								setLoading(false);
 							}
 						}}
 					>
-						{total > 0 ? `Pay ${formatMoney(total, currency)}` : "Confirm"}
+						{total > 0
+							? `${copy.confirmLabel} · ${formatMoney(total, currency)} due today`
+							: copy.confirmLabel}
 					</Button>
 				</Dialog.Footer>
 				<Dialog.Close />
diff --git a/apps/dashboard/components/autumn/pricing-table.tsx b/apps/dashboard/components/autumn/pricing-table.tsx
index c55a526fd..dade28a0c 100644
--- a/apps/dashboard/components/autumn/pricing-table.tsx
+++ b/apps/dashboard/components/autumn/pricing-table.tsx
@@ -16,7 +16,9 @@ import { toast } from "sonner";
 import { PricingTiersTooltip } from "@/app/(main)/billing/components/pricing-tiers-tooltip";
 import { getStripeMetadata } from "@/app/(main)/billing/utils/stripe-metadata";
 import AttachDialog from "@/components/autumn/attach-dialog";
+import { getCustomerPlanName } from "@/lib/autumn/customer-plan-name";
 import { formatLocaleNumber } from "@/lib/format-locale-number";
+import { getUserFacingErrorMessage } from "@/lib/user-facing-error";
 import { cn } from "@/lib/utils";
 import {
 	ArrowsDownUpIcon as TreeIcon,
@@ -111,15 +113,15 @@ function getButtonState(
 	isRecommendedTier: boolean,
 	isActivelySelected: boolean
 ): ButtonState {
+	if (eligibility?.canceling) {
+		return { text: "Resume plan", variant: "secondary", disabled: false };
+	}
 	if (eligibility?.status === "active") {
 		return { text: "Current plan", variant: "secondary", disabled: true };
 	}
 	if (eligibility?.status === "scheduled") {
 		return { text: "Scheduled", variant: "secondary", disabled: true };
 	}
-	if (eligibility?.canceling) {
-		return { text: "Resume plan", variant: "secondary", disabled: false };
-	}
 	if (isActivelySelected) {
 		return { text: "Complete purchase", variant: "primary", disabled: false };
 	}
@@ -326,10 +328,12 @@ export default function PricingTable({
 									toast.success("Plan updated");
 								} catch (err) {
 									toast.error(
-										err instanceof Error
-											? err.message
-											: "Failed to attach plan."
+										getUserFacingErrorMessage(
+											err,
+											"We couldn't update this plan. Try again."
+										)
 									);
+									throw err;
 								}
 							}}
 							isSelected={selectedPlan === plan.id}
@@ -393,6 +397,7 @@ function PricingCard({
 	if (!plan) {
 		return null;
 	}
+	const planDisplayName = getCustomerPlanName(plan.id, plan.name);
 
 	const eligibility = plan.customerEligibility;
 	const Icon = getPlanIcon(plan.id);
@@ -405,6 +410,11 @@ function PricingCard({
 		isRecommended,
 		isActivelySelected
 	);
+	const dialogAction = eligibility?.canceling
+		? "resume"
+		: eligibility?.trialAvailable
+			? "trial"
+			: eligibility?.attachAction;
 
 	const handleUpgradeClick = async () => {
 		if (!previewAction) {
@@ -425,7 +435,10 @@ function PricingCard({
 			setDialogOpen(true);
 		} catch (err) {
 			toast.error(
-				err instanceof Error ? err.message : "Failed to preview plan."
+				getUserFacingErrorMessage(
+					err,
+					"We couldn't load the billing preview. Try again."
+				)
 			);
 		} finally {
 			setIsAttaching(false);
@@ -488,7 +501,7 @@ function PricingCard({
 				<div className="min-w-0 flex-1">
 					<div className="flex flex-wrap items-center gap-2">
 						<Text as="h3" className="font-semibold text-base" variant="body">
-							{plan.name}
+							{planDisplayName}
 						</Text>
 						{isActive && (
 							<Badge size="sm" variant="muted">
@@ -592,11 +605,12 @@ function PricingCard({
 
 			{preview && (
 				<AttachDialog
+					action={dialogAction}
 					onConfirm={async () => {
 						await attachAction?.();
 					}}
 					open={dialogOpen}
-					planId={plan.id}
+					planName={planDisplayName}
 					preview={preview}
 					setOpen={setDialogOpen}
 				/>
diff --git a/apps/dashboard/components/charts/metrics-constants.ts b/apps/dashboard/components/charts/metrics-constants.ts
index f66b7bfb3..c0a1a5d6a 100644
--- a/apps/dashboard/components/charts/metrics-constants.ts
+++ b/apps/dashboard/components/charts/metrics-constants.ts
@@ -305,7 +305,7 @@ export const CORE_WEB_VITALS_METRICS: MetricConfig[] = [
 	),
 	createMetric(
 		"avg_fid",
-		"FID (Avg)",
+		"FID (Legacy Avg)",
 		"avg_fid",
 		CursorClickIcon,
 		formatPerformanceTime,
@@ -313,7 +313,7 @@ export const CORE_WEB_VITALS_METRICS: MetricConfig[] = [
 	),
 	createMetric(
 		"p50_fid",
-		"FID (P50)",
+		"FID (Legacy P50)",
 		"p50_fid",
 		CursorClickIcon,
 		formatPerformanceTime,
diff --git a/apps/dashboard/components/error-boundary.tsx b/apps/dashboard/components/error-boundary.tsx
index 3168a89c2..a409c276d 100644
--- a/apps/dashboard/components/error-boundary.tsx
+++ b/apps/dashboard/components/error-boundary.tsx
@@ -14,7 +14,6 @@ interface ErrorBoundaryProps {
 export function ErrorBoundary({ children, fallback }: ErrorBoundaryProps) {
 	const router = useRouter();
 	const [hasError, setHasError] = useState(false);
-	const [error, setError] = useState<Error | null>(null);
 
 	useEffect(() => {
 		const errorHandler = (event: ErrorEvent) => {
@@ -26,7 +25,6 @@ export function ErrorBoundary({ children, fallback }: ErrorBoundaryProps) {
 				lineno: event.lineno,
 				colno: event.colno,
 			});
-			setError(err ?? new Error(event.message || "Unknown error"));
 			setHasError(true);
 		};
 
@@ -61,20 +59,13 @@ export function ErrorBoundary({ children, fallback }: ErrorBoundaryProps) {
 
 						<div className="mt-6 w-full max-w-sm space-y-4">
 							<h1 className="font-semibold text-foreground text-lg">
-								Something Went Wrong
+								Something went wrong
 							</h1>
 							<p className="text-balance text-muted-foreground text-sm leading-relaxed">
 								We encountered an error while trying to display this content.
 								This could be due to a temporary issue or a problem with the
 								data.
 							</p>
-							{error && (
-								<div className="mx-auto mt-2 max-h-[150px] w-full overflow-auto rounded-md border border-destructive/20 bg-destructive/10 p-2">
-									<p className="wrap-break-word font-mono text-destructive text-xs">
-										{error.toString()}
-									</p>
-								</div>
-							)}
 						</div>
 
 						<div className="mt-6 flex w-full max-w-xs flex-col items-stretch justify-center gap-3 sm:flex-row sm:items-center">
@@ -96,17 +87,16 @@ export function ErrorBoundary({ children, fallback }: ErrorBoundaryProps) {
 								}
 								onClick={() => {
 									setHasError(false);
-									setError(null);
 								}}
 							>
-								Try Again
+								Try again
 							</Button>
 							<Button
 								className={canGoBack ? "flex-1" : "w-full"}
 								onClick={() => window.location.reload()}
 								variant="secondary"
 							>
-								Reload Page
+								Reload page
 							</Button>
 						</div>
 					</Card.Content>
diff --git a/apps/dashboard/components/feature-gate.tsx b/apps/dashboard/components/feature-gate.tsx
index 6e597dd32..52fad0940 100644
--- a/apps/dashboard/components/feature-gate.tsx
+++ b/apps/dashboard/components/feature-gate.tsx
@@ -36,7 +36,7 @@ const PLAN_CONFIG: Record<
 	},
 	[PLAN_IDS.PRO]: { name: "Pro", icon: StarIcon, color: "text-primary" },
 	[PLAN_IDS.SCALE]: {
-		name: "Scale",
+		name: "Enterprise",
 		icon: CrownIcon,
 		color: "text-brand-amber",
 	},
@@ -135,10 +135,16 @@ export function FeatureGate({
 							</Link>
 						</Button>
 					) : (
-						<div className="rounded-md border bg-muted/50 px-4 py-3 text-center">
+						<div className="space-y-3 rounded-md border bg-muted/50 px-4 py-3 text-center">
 							<p className="font-medium text-muted-foreground text-sm">
-								Contact your organization owner to upgrade
+								Ask an organization owner or billing admin to upgrade to{" "}
+								{planConfig.name}.
 							</p>
+							<Button asChild className="w-full" size="sm" variant="secondary">
+								<Link href="/organizations/members">
+									View organization members
+								</Link>
+							</Button>
 						</div>
 					)}
 				</Card.Content>
diff --git a/apps/dashboard/components/layout/mobile-sidebar.tsx b/apps/dashboard/components/layout/mobile-sidebar.tsx
index 16a4760c3..d724cf8e2 100644
--- a/apps/dashboard/components/layout/mobile-sidebar.tsx
+++ b/apps/dashboard/components/layout/mobile-sidebar.tsx
@@ -120,9 +120,13 @@ function MobileNavItem({
 
 	if (isLocked) {
 		return (
-			<div
-				aria-disabled
-				className={cn(base, "cursor-not-allowed text-sidebar-foreground/30")}
+			<Link
+				aria-label={`${item.name}. Requires ${lockedPlanName ?? "a paid"} plan. Open upgrade options.`}
+				className={cn(
+					base,
+					"text-sidebar-foreground/45 hover:bg-sidebar-accent hover:text-sidebar-foreground"
+				)}
+				href={fullPath}
 			>
 				<Icon aria-hidden className="size-[18px] shrink-0" />
 				<span className="min-w-0 flex-1 truncate">{item.name}</span>
@@ -132,7 +136,7 @@ function MobileNavItem({
 						{lockedPlanName}
 					</span>
 				)}
-			</div>
+			</Link>
 		);
 	}
 
diff --git a/apps/dashboard/components/layout/navigation/navigation-config.tsx b/apps/dashboard/components/layout/navigation/navigation-config.tsx
index c09a7607c..5afe3e581 100644
--- a/apps/dashboard/components/layout/navigation/navigation-config.tsx
+++ b/apps/dashboard/components/layout/navigation/navigation-config.tsx
@@ -265,7 +265,7 @@ export const settingsNavigation: NavigationGroup[] = [
 						searchTags: ["workspace details", "organization id", "slug"],
 					},
 					{
-						name: "Workspace Websites",
+						name: "Organization Websites",
 						href: "#websites",
 						icon: GlobeIcon,
 						searchTags: ["organization websites", "workspace sites"],
diff --git a/apps/dashboard/components/layout/organization-selector.tsx b/apps/dashboard/components/layout/organization-selector.tsx
index 65ea84556..f6cba3b29 100644
--- a/apps/dashboard/components/layout/organization-selector.tsx
+++ b/apps/dashboard/components/layout/organization-selector.tsx
@@ -182,7 +182,7 @@ export function OrganizationSelector({
 	const isSwitching = isSwitchingOrganization;
 	const activeOrganizationName = activeOrganization?.name ?? "Organization";
 	const organizationTriggerLabel = isSwitching
-		? `Switching workspace from ${activeOrganizationName}`
+		? `Switching organization from ${activeOrganizationName}`
 		: `Organization: ${activeOrganizationName}`;
 	const avatarUrl = getDicebearUrl(
 		activeOrganization?.logo || activeOrganization?.id
@@ -296,7 +296,7 @@ export function OrganizationSelector({
 						/>
 						<span className="min-w-0 flex-1 truncate text-left font-semibold text-sidebar-foreground text-sm">
 							{isSwitching
-								? "Switching workspace…"
+								? "Switching organization…"
 								: (activeOrganization?.name ?? "Select organization")}
 						</span>
 						{isSwitching ? (
diff --git a/apps/dashboard/components/layout/sidebar.tsx b/apps/dashboard/components/layout/sidebar.tsx
index 9c83144a7..a93311a25 100644
--- a/apps/dashboard/components/layout/sidebar.tsx
+++ b/apps/dashboard/components/layout/sidebar.tsx
@@ -123,10 +123,18 @@ function SidebarNavItem({
 
 	if (isLocked) {
 		const el = (
-			<div
-				aria-disabled
-				className={cn(base, "cursor-not-allowed text-sidebar-foreground/30")}
-				title={lockedPlanName ? `Requires ${lockedPlanName} plan` : undefined}
+			<Link
+				aria-label={`${item.name}. Requires ${lockedPlanName ?? "a paid"} plan. Open upgrade options.`}
+				className={cn(
+					base,
+					"text-sidebar-foreground/45 hover:bg-sidebar-accent hover:text-sidebar-foreground"
+				)}
+				href={fullPath}
+				title={
+					lockedPlanName
+						? `Requires ${lockedPlanName} plan — open upgrade options`
+						: "Open upgrade options"
+				}
 			>
 				<Icon aria-hidden className={P.icon} />
 				{!collapsed && (
@@ -140,10 +148,13 @@ function SidebarNavItem({
 						)}
 					</>
 				)}
-			</div>
+			</Link>
 		);
 		return collapsed ? (
-			<Tooltip content={`${item.name} (${lockedPlanName})`} side="right">
+			<Tooltip
+				content={`${item.name} · ${lockedPlanName ?? "Upgrade"}`}
+				side="right"
+			>
 				{el}
 			</Tooltip>
 		) : (
diff --git a/apps/dashboard/components/organizations/api-key-sheet.tsx b/apps/dashboard/components/organizations/api-key-sheet.tsx
index b985d891c..6f0bed410 100644
--- a/apps/dashboard/components/organizations/api-key-sheet.tsx
+++ b/apps/dashboard/components/organizations/api-key-sheet.tsx
@@ -10,6 +10,7 @@ import { z } from "zod";
 import { ExpirationPicker } from "@/app/(main)/links/_components/expiration-picker";
 import { useCopyToClipboard } from "@/hooks/use-copy-to-clipboard";
 import { orpc } from "@/lib/orpc";
+import { getUserFacingErrorMessage } from "@/lib/user-facing-error";
 import { cn } from "@/lib/utils";
 import {
 	formatMaskedApiKey,
@@ -356,7 +357,7 @@ export function ApiKeySheet({
 			toast.success("API key created");
 		},
 		onError: (err: Error) => {
-			toast.error(err.message || "Failed to create API key");
+			toast.error(getUserFacingErrorMessage(err, "Failed to create API key."));
 		},
 	});
 
@@ -368,7 +369,7 @@ export function ApiKeySheet({
 			handleClose();
 		},
 		onError: (err: Error) => {
-			toast.error(err.message || "Failed to update API key");
+			toast.error(getUserFacingErrorMessage(err, "Failed to update API key."));
 		},
 	});
 
@@ -380,7 +381,7 @@ export function ApiKeySheet({
 			toast.success("API key rotated");
 		},
 		onError: (err: Error) => {
-			toast.error(err.message || "Failed to rotate API key");
+			toast.error(getUserFacingErrorMessage(err, "Failed to rotate API key."));
 		},
 	});
 
@@ -391,7 +392,7 @@ export function ApiKeySheet({
 			toast.success("API key revoked");
 		},
 		onError: (err: Error) => {
-			toast.error(err.message || "Failed to revoke API key");
+			toast.error(getUserFacingErrorMessage(err, "Failed to revoke API key."));
 		},
 	});
 
@@ -404,7 +405,7 @@ export function ApiKeySheet({
 			handleClose();
 		},
 		onError: (err: Error) => {
-			toast.error(err.message || "Failed to delete API key");
+			toast.error(getUserFacingErrorMessage(err, "Failed to delete API key."));
 		},
 	});
 
diff --git a/apps/dashboard/components/resource-unavailable-state.tsx b/apps/dashboard/components/resource-unavailable-state.tsx
index 36e76841b..1ea2ce1df 100644
--- a/apps/dashboard/components/resource-unavailable-state.tsx
+++ b/apps/dashboard/components/resource-unavailable-state.tsx
@@ -25,7 +25,7 @@ export function ResourceUnavailableState({
 				variant: "secondary",
 			}}
 			className={className}
-			description="This resource is unavailable in the current workspace. Switch workspaces or check that you have access."
+			description="This resource is unavailable in the current organization. Switch organizations or check that you have access."
 			icon={<LockIcon />}
 			isMainContent
 			title="Resource unavailable"
diff --git a/apps/dashboard/components/ui/command-search.tsx b/apps/dashboard/components/ui/command-search.tsx
index 5700336b9..b09f5a687 100644
--- a/apps/dashboard/components/ui/command-search.tsx
+++ b/apps/dashboard/components/ui/command-search.tsx
@@ -121,7 +121,7 @@ function toSearchItem(
 		name: item.name,
 		path: path || pathPrefix,
 		icon: item.icon,
-		disabled: item.disabled || locked,
+		disabled: item.disabled,
 		tag: item.tag,
 		searchTags: item.searchTags,
 		external: item.external,
@@ -374,7 +374,7 @@ export function CommandSearchProvider({ children }: { children: ReactNode }) {
 						name: "Create API Key",
 						subtitle: activeOrganization
 							? `Create a key for ${activeOrganization.name}`
-							: "Create a workspace API key",
+							: "Create an organization API key",
 						icon: KeyIcon,
 						action: openCreateApiKey,
 						disabled: !(organizationId && !isSwitchingOrganization),
@@ -683,7 +683,9 @@ function SearchResultItem({
 }) {
 	const ItemIcon = item.icon;
 	const subtitle =
-		item.subtitle ??
+		(item.lockedPlanName
+			? `Requires ${item.lockedPlanName} · open upgrade options`
+			: item.subtitle) ??
 		(item.path
 			? item.path.startsWith("http")
 				? "External link"
diff --git a/apps/dashboard/components/ui/credit-arc-slider.tsx b/apps/dashboard/components/ui/credit-arc-slider.tsx
index fe9d56e7e..3810a963b 100644
--- a/apps/dashboard/components/ui/credit-arc-slider.tsx
+++ b/apps/dashboard/components/ui/credit-arc-slider.tsx
@@ -22,6 +22,7 @@ import {
 } from "react";
 
 interface CreditArcSliderProps {
+	ariaLabel?: string;
 	className?: string;
 	max?: number;
 	min?: number;
@@ -53,6 +54,7 @@ const ARC_LENGTH = Math.PI * ARC_RADIUS;
 const TRACK_PATH = `M ${TRACK_START.x} ${TRACK_START.y} A ${ARC_RADIUS} ${ARC_RADIUS} 0 0 1 ${TRACK_END.x} ${TRACK_END.y}`;
 
 export function CreditArcSlider({
+	ariaLabel = "Credits to buy",
 	value,
 	onValueChange,
 	min = TOPUP_MIN_QUANTITY,
@@ -191,7 +193,7 @@ export function CreditArcSlider({
 
 	return (
 		<div
-			aria-label="Credits to buy"
+			aria-label={ariaLabel}
 			aria-orientation="horizontal"
 			aria-valuemax={max}
 			aria-valuemin={min}
diff --git a/apps/dashboard/components/website-error-state.tsx b/apps/dashboard/components/website-error-state.tsx
index b19149fb6..25dbb797a 100644
--- a/apps/dashboard/components/website-error-state.tsx
+++ b/apps/dashboard/components/website-error-state.tsx
@@ -55,6 +55,7 @@ function flattenNavigation(groups: NavigationGroup[]): SearchItem[] {
 interface WebsiteErrorStateProps {
 	error: unknown;
 	isDemoRoute?: boolean;
+	isPublicDashboard?: boolean;
 	websiteId?: string;
 }
 
@@ -129,9 +130,11 @@ export function WebsiteErrorState({
 	error,
 	websiteId: _websiteId,
 	isDemoRoute = false,
+	isPublicDashboard = false,
 }: WebsiteErrorStateProps) {
 	const router = useRouter();
-	const { type, message } = getErrorType(error);
+	const { type } = getErrorType(error);
+	const isPublicView = isDemoRoute || isPublicDashboard;
 
 	const _getErrorCode = () => {
 		switch (type) {
@@ -174,32 +177,49 @@ export function WebsiteErrorState({
 	const getTitle = () => {
 		switch (type) {
 			case "not_found":
-				return "Website Not Found";
+				return isPublicDashboard
+					? "Dashboard not available"
+					: "Website not found";
 			case "unauthorized":
-				return isDemoRoute ? "Demo Not Available" : "Authentication Required";
+				if (isPublicDashboard) {
+					return "Dashboard not available";
+				}
+				return isDemoRoute ? "Demo not available" : "Authentication required";
 			case "forbidden":
-				return isDemoRoute ? "Demo Not Available" : "Access Denied";
+				if (isPublicDashboard) {
+					return "Dashboard not available";
+				}
+				return isDemoRoute ? "Demo not available" : "Access denied";
 			default:
-				return "Something Went Wrong";
+				return "Something went wrong";
 		}
 	};
 
 	const getDescription = () => {
 		switch (type) {
 			case "not_found":
+				if (isPublicDashboard) {
+					return "This shared dashboard does not exist or sharing has been turned off.";
+				}
 				return isDemoRoute
 					? "This demo page doesn't exist or is no longer available."
 					: "The website you're looking for doesn't exist or has been removed.";
 			case "unauthorized":
+				if (isPublicDashboard) {
+					return "This dashboard is private or sharing has been turned off.";
+				}
 				return isDemoRoute
 					? "This demo page is private and requires authentication."
 					: "You need to sign in to view this website's analytics.";
 			case "forbidden":
+				if (isPublicDashboard) {
+					return "This dashboard is private or sharing has been turned off.";
+				}
 				return isDemoRoute
 					? "This demo page is private and requires authentication."
 					: "You don't have permission to view this website's analytics.";
 			default:
-				return message || "We encountered an error while loading this website.";
+				return "We couldn't load this website. Try again in a moment.";
 		}
 	};
 
@@ -227,7 +247,7 @@ export function WebsiteErrorState({
 
 	const canGoBack = typeof window !== "undefined" && window.history.length > 1;
 
-	if (!isDemoRoute && (type === "not_found" || type === "forbidden")) {
+	if (!isPublicView && (type === "not_found" || type === "forbidden")) {
 		return (
 			<ResourceUnavailableState
 				backHref="/websites"
@@ -251,15 +271,12 @@ export function WebsiteErrorState({
 							Go Back
 						</Button>
 					)}
-					<Link
-						className={canGoBack ? "flex-1" : "w-full"}
-						href={isDemoRoute ? "/" : "/websites"}
-					>
-						<Button className="w-full">
+					<Button asChild className={canGoBack ? "flex-1" : "w-full"}>
+						<Link href={isPublicView ? "/" : "/websites"}>
 							<HouseIcon className="mr-2 size-4" weight="duotone" />
-							Back to Websites
-						</Button>
-					</Link>
+							{isPublicView ? "Go to homepage" : "Back to websites"}
+						</Link>
+					</Button>
 				</>
 			);
 		}
@@ -267,11 +284,11 @@ export function WebsiteErrorState({
 		if (type === "unauthorized" || type === "forbidden") {
 			return (
 				<div className="flex w-full max-w-xs flex-col gap-4 sm:flex-row">
-					{isDemoRoute ? (
+					{isPublicView ? (
 						<>
 							<Button
 								className="flex-1"
-								onClick={() => router.push("/auth/sign-in")}
+								onClick={() => router.push("/login")}
 								size="lg"
 							>
 								Sign In
@@ -298,7 +315,7 @@ export function WebsiteErrorState({
 							{type === "unauthorized" && (
 								<Button
 									className="flex-1"
-									onClick={() => router.push("/auth/sign-in")}
+									onClick={() => router.push("/login")}
 									size="lg"
 									variant="secondary"
 								>
@@ -318,11 +335,11 @@ export function WebsiteErrorState({
 				</Button>
 				<Button
 					className="flex-1"
-					onClick={() => router.push(isDemoRoute ? "/" : "/websites")}
+					onClick={() => router.push(isPublicView ? "/" : "/websites")}
 					size="lg"
 					variant="secondary"
 				>
-					{isDemoRoute ? "Go to Homepage" : "Back to Websites"}
+					{isPublicView ? "Go to homepage" : "Back to websites"}
 				</Button>
 			</div>
 		);
@@ -368,7 +385,7 @@ export function WebsiteErrorState({
 						</p>
 					</div>
 
-					{type === "not_found" && (
+					{type === "not_found" && !isPublicView && (
 						<Button
 							className="mt-6 w-full max-w-xs"
 							onClick={() => setOpen(true)}
@@ -383,7 +400,7 @@ export function WebsiteErrorState({
 						</Button>
 					)}
 
-					{type === "not_found" && (
+					{type === "not_found" && !isPublicView && (
 						<Dialog onOpenChange={setOpen} open={open}>
 							<Dialog.Content className="gap-0 overflow-hidden p-0 sm:max-w-xl">
 								<Dialog.Header className="sr-only">
diff --git a/apps/dashboard/error.tsx b/apps/dashboard/error.tsx
index 59ebe6fc2..b01052760 100644
--- a/apps/dashboard/error.tsx
+++ b/apps/dashboard/error.tsx
@@ -28,9 +28,11 @@ export default function ErrorPage({ error, reset }: ErrorPageProps) {
 						We encountered an unexpected error. Please try again. If the problem
 						persists, please contact support.
 					</p>
-					<pre className="max-h-[150px] overflow-auto rounded bg-muted p-3 font-mono text-xs">
-						{error.message || "An unknown error occurred."}
-					</pre>
+					{error.digest && (
+						<p className="font-mono text-muted-foreground text-xs">
+							Reference: {error.digest}
+						</p>
+					)}
 					<Button onClick={() => reset()} size="sm">
 						<ArrowClockwiseIcon className="mr-2 size-4" size={16} />
 						Try again
diff --git a/apps/dashboard/hooks/use-organization-invitations.ts b/apps/dashboard/hooks/use-organization-invitations.ts
index 39743a8f1..ce0a17e8a 100644
--- a/apps/dashboard/hooks/use-organization-invitations.ts
+++ b/apps/dashboard/hooks/use-organization-invitations.ts
@@ -4,6 +4,7 @@ import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
 import { useMemo } from "react";
 import { toast } from "sonner";
 import type { OrganizationRole } from "@/hooks/use-organizations";
+import { getUserFacingErrorMessage } from "@/lib/user-facing-error";
 import { dayjs } from "@databuddy/ui";
 import { orpc } from "@/lib/orpc";
 
@@ -54,13 +55,13 @@ export function useOrganizationInvitations(organizationId: string) {
 				throw new Error(error.message);
 			}
 		},
-		onSuccess: () => {
-			toast.success("Member invited successfully");
+		onSuccess: (_data, input) => {
+			toast.success(`Invitation sent to ${input.email}`);
 			queryClient.invalidateQueries({ queryKey: listKey });
 		},
 		onError: (error) => {
 			toast.error(
-				error instanceof Error ? error.message : "Failed to invite member"
+				getUserFacingErrorMessage(error, "We couldn't send the invitation.")
 			);
 		},
 	});
@@ -75,7 +76,7 @@ export function useOrganizationInvitations(organizationId: string) {
 			}
 		},
 		onSuccess: () => {
-			toast.success("Invitation cancelled successfully");
+			toast.success("Invitation canceled");
 			queryClient.invalidateQueries({ queryKey: listKey });
 		},
 		onError: (error) => {
@@ -117,13 +118,13 @@ export function useOrganizationInvitations(organizationId: string) {
 				throw new Error(error.message);
 			}
 		},
-		onSuccess: () => {
-			toast.success("Invitation resent");
+		onSuccess: (_data, input) => {
+			toast.success(`Invitation resent to ${input.email}`);
 			queryClient.invalidateQueries({ queryKey: listKey });
 		},
 		onError: (error) => {
 			toast.error(
-				error instanceof Error ? error.message : "Failed to resend invitation"
+				getUserFacingErrorMessage(error, "We couldn't resend the invitation.")
 			);
 		},
 	});
diff --git a/apps/dashboard/hooks/use-organizations.ts b/apps/dashboard/hooks/use-organizations.ts
index 533b0711d..0a09c2b84 100644
--- a/apps/dashboard/hooks/use-organizations.ts
+++ b/apps/dashboard/hooks/use-organizations.ts
@@ -206,7 +206,7 @@ export function useOrganizations() {
 			queryClient.invalidateQueries({ queryKey: orpc.links.paginated.key() });
 			queryClient.invalidateQueries({ queryKey: orpc.linkFolders.list.key() });
 			queryClient.invalidateQueries({ queryKey: orpc.apikeys.list.key() });
-			toast.success("Workspace updated");
+			toast.success("Organization updated");
 		},
 		onError: () => {
 			setPendingActiveOrganizationId(null);
@@ -297,7 +297,7 @@ export function useOrganizationMembers(organizationId: string) {
 				}
 				return result;
 			},
-			"Member invited successfully",
+			"Invitation sent",
 			"Failed to invite member",
 			invalidateMembers
 		)
diff --git a/apps/dashboard/lib/ai-components/renderers/goals/list.tsx b/apps/dashboard/lib/ai-components/renderers/goals/list.tsx
index 979eccc0e..b74f12bce 100644
--- a/apps/dashboard/lib/ai-components/renderers/goals/list.tsx
+++ b/apps/dashboard/lib/ai-components/renderers/goals/list.tsx
@@ -348,7 +348,7 @@ export function GoalsListRenderer({ title, goals, className }: GoalsListProps) {
 
 			<DeleteDialog
 				confirmLabel="Delete Goal"
-				description="This action cannot be undone and will permanently remove all goal analytics data."
+				description="Delete this goal definition? Historical events remain in your analytics, but this goal will no longer be available for reporting."
 				isDeleting={isDeleting}
 				isOpen={!!deletingId}
 				onClose={() => setDeletingId(null)}
diff --git a/apps/dashboard/lib/autumn/attach-dialog-copy.test.ts b/apps/dashboard/lib/autumn/attach-dialog-copy.test.ts
new file mode 100644
index 000000000..ac2ef02ae
--- /dev/null
+++ b/apps/dashboard/lib/autumn/attach-dialog-copy.test.ts
@@ -0,0 +1,24 @@
+import { describe, expect, it } from "bun:test";
+import { getAttachDialogCopy } from "./attach-dialog-copy";
+
+describe("getAttachDialogCopy", () => {
+	it("names upgrades explicitly", () => {
+		expect(getAttachDialogCopy("upgrade", "Pro")).toMatchObject({
+			title: "Upgrade to Pro",
+			confirmLabel: "Confirm upgrade",
+		});
+	});
+
+	it("does not describe downgrades as purchases", () => {
+		expect(getAttachDialogCopy("downgrade", "Hobby")).toMatchObject({
+			title: "Downgrade to Hobby",
+			confirmLabel: "Confirm downgrade",
+		});
+	});
+
+	it("uses a recovery-specific label for canceled plans", () => {
+		expect(getAttachDialogCopy("resume", "Pro").confirmLabel).toBe(
+			"Resume plan"
+		);
+	});
+});
diff --git a/apps/dashboard/lib/autumn/attach-dialog-copy.ts b/apps/dashboard/lib/autumn/attach-dialog-copy.ts
new file mode 100644
index 000000000..1d51e5cfe
--- /dev/null
+++ b/apps/dashboard/lib/autumn/attach-dialog-copy.ts
@@ -0,0 +1,55 @@
+export interface AttachDialogCopy {
+	confirmLabel: string;
+	description: string;
+	title: string;
+}
+
+export function getAttachDialogCopy(
+	action: string | null | undefined,
+	planName: string
+): AttachDialogCopy {
+	switch (action) {
+		case "upgrade":
+			return {
+				title: `Upgrade to ${planName}`,
+				description:
+					"Review today's charge and the price for your next billing cycle.",
+				confirmLabel: "Confirm upgrade",
+			};
+		case "downgrade":
+			return {
+				title: `Downgrade to ${planName}`,
+				description:
+					"Review when the plan change takes effect and what you will pay next.",
+				confirmLabel: "Confirm downgrade",
+			};
+		case "trial":
+			return {
+				title: `Start your ${planName} trial`,
+				description:
+					"Review what is due today and the price after your trial ends.",
+				confirmLabel: "Start free trial",
+			};
+		case "resume":
+			return {
+				title: `Resume ${planName}`,
+				description:
+					"Review the billing details before keeping this subscription active.",
+				confirmLabel: "Resume plan",
+			};
+		case "add":
+			return {
+				title: `Add ${planName}`,
+				description:
+					"Review today's charge and the recurring price for this add-on.",
+				confirmLabel: "Add to subscription",
+			};
+		default:
+			return {
+				title: `Start ${planName}`,
+				description:
+					"Review today's charge and the price for your next billing cycle.",
+				confirmLabel: "Confirm subscription",
+			};
+	}
+}
diff --git a/apps/dashboard/lib/autumn/customer-plan-name.test.ts b/apps/dashboard/lib/autumn/customer-plan-name.test.ts
new file mode 100644
index 000000000..d5205065b
--- /dev/null
+++ b/apps/dashboard/lib/autumn/customer-plan-name.test.ts
@@ -0,0 +1,12 @@
+import { describe, expect, test } from "bun:test";
+import { getCustomerPlanName } from "./customer-plan-name";
+
+describe("getCustomerPlanName", () => {
+	test("presents the internal scale plan as Enterprise", () => {
+		expect(getCustomerPlanName("scale", "Scale")).toBe("Enterprise");
+	});
+
+	test("keeps other plan names unchanged", () => {
+		expect(getCustomerPlanName("pro", "Pro")).toBe("Pro");
+	});
+});
diff --git a/apps/dashboard/lib/autumn/customer-plan-name.ts b/apps/dashboard/lib/autumn/customer-plan-name.ts
new file mode 100644
index 000000000..39ef91c43
--- /dev/null
+++ b/apps/dashboard/lib/autumn/customer-plan-name.ts
@@ -0,0 +1,14 @@
+const CUSTOMER_PLAN_NAMES: Record<string, string> = {
+	scale: "Enterprise",
+};
+
+export function getCustomerPlanName(
+	planId: string | null | undefined,
+	fallbackName: string
+): string {
+	if (!planId) {
+		return fallbackName;
+	}
+
+	return CUSTOMER_PLAN_NAMES[planId] ?? fallbackName;
+}
diff --git a/apps/dashboard/lib/databunny-usage.ts b/apps/dashboard/lib/databunny-usage.ts
new file mode 100644
index 000000000..f1d41fa39
--- /dev/null
+++ b/apps/dashboard/lib/databunny-usage.ts
@@ -0,0 +1,6 @@
+export const DATABUNNY_USAGE_NAME = "Databunny usage";
+export const DATABUNNY_ALLOWANCE_NAME = "AI analysis allowance";
+export const DATABUNNY_USAGE_UNIT = "usage units";
+
+export const DATABUNNY_USAGE_EXPLANATION =
+	"Databunny uses this allowance to answer questions about your analytics. Complex analysis uses more than a simple question.";
diff --git a/apps/dashboard/lib/query-client.ts b/apps/dashboard/lib/query-client.ts
index ec997876b..a9792d614 100644
--- a/apps/dashboard/lib/query-client.ts
+++ b/apps/dashboard/lib/query-client.ts
@@ -8,6 +8,7 @@ import {
 } from "@tanstack/react-query";
 import { toast } from "sonner";
 import { isAbortError } from "@/lib/is-abort-error";
+import { getUserFacingErrorMessage } from "@/lib/user-facing-error";
 
 const SILENCED_ERROR_CODES = new Set([
 	"UNAUTHORIZED",
@@ -53,9 +54,9 @@ function isSilencedError(error: unknown): boolean {
 
 function reportError(error: unknown) {
 	const err = error instanceof Error ? error : new Error(String(error));
-	const message = err.message || "Unknown error";
-	toast.error(message);
-	trackError(message, {
+	const internalMessage = err.message || "Unknown error";
+	toast.error(getUserFacingErrorMessage(error));
+	trackError(internalMessage, {
 		stack: err.stack,
 		error_type: err.name,
 		cause: err.cause ? String(err.cause) : undefined,
@@ -95,7 +96,8 @@ export function makeQueryClient() {
 				if (
 					isAbortError(error) ||
 					isSilencedError(error) ||
-					mutation.meta?.suppressGlobalErrorToast
+					mutation.meta?.suppressGlobalErrorToast ||
+					mutation.options.onError
 				) {
 					return;
 				}
diff --git a/apps/dashboard/lib/user-facing-error.test.ts b/apps/dashboard/lib/user-facing-error.test.ts
new file mode 100644
index 000000000..8ace93de8
--- /dev/null
+++ b/apps/dashboard/lib/user-facing-error.test.ts
@@ -0,0 +1,28 @@
+import { describe, expect, it } from "bun:test";
+import {
+	DEFAULT_USER_ERROR_MESSAGE,
+	getUserFacingErrorMessage,
+} from "./user-facing-error";
+
+describe("getUserFacingErrorMessage", () => {
+	it("maps structured error codes without exposing server messages", () => {
+		expect(
+			getUserFacingErrorMessage({
+				data: { code: "RATE_LIMITED" },
+				message: "redis limiter tenant=secret-key failed",
+			})
+		).toBe("Too many requests. Wait a moment and try again.");
+	});
+
+	it("maps HTTP status codes", () => {
+		expect(getUserFacingErrorMessage({ status: 404 })).toBe(
+			"That item could not be found. It may have been removed."
+		);
+	});
+
+	it("uses a safe fallback for unknown internal errors", () => {
+		expect(
+			getUserFacingErrorMessage(new Error("postgres relation users failed"))
+		).toBe(DEFAULT_USER_ERROR_MESSAGE);
+	});
+});
diff --git a/apps/dashboard/lib/user-facing-error.ts b/apps/dashboard/lib/user-facing-error.ts
new file mode 100644
index 000000000..39a75c592
--- /dev/null
+++ b/apps/dashboard/lib/user-facing-error.ts
@@ -0,0 +1,68 @@
+interface ErrorDetails {
+	code?: string;
+	data?: {
+		code?: string;
+		httpStatus?: number;
+		status?: number;
+	};
+	message?: string;
+	status?: number;
+}
+
+const CODE_MESSAGES: Record<string, string> = {
+	BAD_REQUEST:
+		"That request could not be completed. Check the details and try again.",
+	CONFLICT: "That change conflicts with newer data. Refresh and try again.",
+	FORBIDDEN: "You do not have permission to do that.",
+	INTERNAL_SERVER_ERROR: "Something went wrong on our side. Try again.",
+	NOT_FOUND: "That item could not be found. It may have been removed.",
+	RATE_LIMITED: "Too many requests. Wait a moment and try again.",
+	TIMEOUT: "The request took too long. Try again.",
+	TOO_MANY_REQUESTS: "Too many requests. Wait a moment and try again.",
+	UNAUTHORIZED: "Your session has expired. Sign in and try again.",
+	VALIDATION_ERROR: "Some details are invalid. Check them and try again.",
+};
+
+const STATUS_MESSAGES: Record<number, string> = {
+	400: CODE_MESSAGES.BAD_REQUEST,
+	401: CODE_MESSAGES.UNAUTHORIZED,
+	403: CODE_MESSAGES.FORBIDDEN,
+	404: CODE_MESSAGES.NOT_FOUND,
+	409: CODE_MESSAGES.CONFLICT,
+	422: CODE_MESSAGES.VALIDATION_ERROR,
+	429: CODE_MESSAGES.RATE_LIMITED,
+};
+
+export const DEFAULT_USER_ERROR_MESSAGE =
+	"Something went wrong. Try again in a moment.";
+
+export function getUserFacingErrorMessage(
+	error: unknown,
+	fallback = DEFAULT_USER_ERROR_MESSAGE
+): string {
+	if (!(error && typeof error === "object")) {
+		return fallback;
+	}
+
+	const details = error as ErrorDetails;
+	const code = details.data?.code ?? details.code;
+	if (code) {
+		const message = CODE_MESSAGES[code.toUpperCase()];
+		if (message) {
+			return message;
+		}
+	}
+
+	const status =
+		details.data?.httpStatus ?? details.data?.status ?? details.status;
+	if (status && STATUS_MESSAGES[status]) {
+		return STATUS_MESSAGES[status];
+	}
+
+	const message = details.message?.toLowerCase() ?? "";
+	if (message.includes("network") || message.includes("fetch failed")) {
+		return "We could not reach Databuddy. Check your connection and try again.";
+	}
+
+	return fallback;
+}
diff --git a/apps/dashboard/proxy.test.ts b/apps/dashboard/proxy.test.ts
new file mode 100644
index 000000000..b888d8a1e
--- /dev/null
+++ b/apps/dashboard/proxy.test.ts
@@ -0,0 +1,26 @@
+import { describe, expect, it } from "bun:test";
+import { NextRequest } from "next/server";
+import { proxy } from "./proxy";
+
+describe("dashboard auth proxy", () => {
+	it("preserves the requested destination through sign in", () => {
+		const response = proxy(
+			new NextRequest(
+				"http://localhost:3000/invitations/example-invite?source=email"
+			)
+		);
+
+		expect(response.headers.get("location")).toBe(
+			"http://localhost:3000/login?callback=%2Finvitations%2Fexample-invite%3Fsource%3Demail"
+		);
+	});
+
+	it("allows authentication errors to render without a session", () => {
+		const response = proxy(
+			new NextRequest("http://localhost:3000/auth/error?error=EXPIRED_TOKEN")
+		);
+
+		expect(response.headers.get("location")).toBeNull();
+		expect(response.headers.get("x-middleware-next")).toBe("1");
+	});
+});
diff --git a/apps/dashboard/proxy.ts b/apps/dashboard/proxy.ts
index 9e80fb9b8..2bf62671d 100644
--- a/apps/dashboard/proxy.ts
+++ b/apps/dashboard/proxy.ts
@@ -1,7 +1,8 @@
 import { getSessionCookie } from "better-auth/cookies";
 import { type NextRequest, NextResponse } from "next/server";
 
-const AUTH_ROUTES = ["/login", "/register"];
+const SIGN_IN_ROUTES = ["/login", "/register"];
+const PUBLIC_AUTH_ROUTES = [...SIGN_IN_ROUTES, "/auth/error"];
 
 const isProduction = process.env.NODE_ENV === "production";
 
@@ -11,15 +12,25 @@ export function proxy(request: NextRequest) {
 		cookiePrefix: isProduction ? "databuddy" : "databuddy-dev",
 	});
 
-	const isAuthRoute = AUTH_ROUTES.some((route) => pathname.startsWith(route));
+	const isSignInRoute = SIGN_IN_ROUTES.some((route) =>
+		pathname.startsWith(route)
+	);
+	const isPublicAuthRoute = PUBLIC_AUTH_ROUTES.some((route) =>
+		pathname.startsWith(route)
+	);
 	const isAddingAccount = searchParams.get("add_account") === "true";
 
-	if (isAuthRoute && sessionCookie && !isAddingAccount) {
+	if (isSignInRoute && sessionCookie && !isAddingAccount) {
 		return NextResponse.redirect(new URL("/websites", request.url));
 	}
 
-	if (!(isAuthRoute || sessionCookie)) {
-		return NextResponse.redirect(new URL("/login", request.url));
+	if (!(isPublicAuthRoute || sessionCookie)) {
+		const loginUrl = new URL("/login", request.url);
+		loginUrl.searchParams.set(
+			"callback",
+			`${pathname}${request.nextUrl.search}`
+		);
+		return NextResponse.redirect(loginUrl);
 	}
 
 	return NextResponse.next();
diff --git a/apps/dashboard/test/e2e/specs/core/organizations.spec.ts b/apps/dashboard/test/e2e/specs/core/organizations.spec.ts
index 3d8f0ab96..d32a4a1d1 100644
--- a/apps/dashboard/test/e2e/specs/core/organizations.spec.ts
+++ b/apps/dashboard/test/e2e/specs/core/organizations.spec.ts
@@ -130,7 +130,7 @@ test(
 			})
 		).toBeVisible();
 		await expect(
-			authenticatedPage.getByText("current workspace")
+			authenticatedPage.getByText("current organization")
 		).toBeVisible();
 		await expect(authenticatedPage.getByText(primary.website.domain)).toBeHidden();
 		await authenticatedPage.goto(`/links/${primaryLinkId}`);
@@ -140,7 +140,7 @@ test(
 			})
 		).toBeVisible();
 		await expect(
-			authenticatedPage.getByText("current workspace")
+			authenticatedPage.getByText("current organization")
 		).toBeVisible();
 		await expect(linkRow(authenticatedPage, primary.link.name)).toBeHidden();
 
diff --git a/apps/insights/src/generation.ts b/apps/insights/src/generation.ts
index 2a354939d..d6a79bab3 100644
--- a/apps/insights/src/generation.ts
+++ b/apps/insights/src/generation.ts
@@ -548,7 +548,7 @@ export async function generateWebsiteInsights(
 			status: "skipped",
 			resultCount: 0,
 			insightIds: [],
-			message: "Insufficient agent credits",
+			message: "The Databunny usage allowance is empty",
 		};
 	}
 
diff --git a/packages/ai/src/ai/mcp/run-agent.ts b/packages/ai/src/ai/mcp/run-agent.ts
index 29539a391..5d3894dd1 100644
--- a/packages/ai/src/ai/mcp/run-agent.ts
+++ b/packages/ai/src/ai/mcp/run-agent.ts
@@ -273,7 +273,7 @@ async function prepareMcpAgentRun(options: RunMcpAgentOptions) {
 		throw new DatabuddyAgentUserError({
 			code: "agent_credits_exhausted",
 			message:
-				"You're out of Databunny credits this month. Upgrade or wait for the monthly reset.",
+				"You've used your Databunny allowance for this month. Add more usage, upgrade, or wait for the monthly reset.",
 		});
 	}
 
diff --git a/packages/rpc/src/routers/billing.ts b/packages/rpc/src/routers/billing.ts
index b8c8cea78..7d265e9c5 100644
--- a/packages/rpc/src/routers/billing.ts
+++ b/packages/rpc/src/routers/billing.ts
@@ -290,7 +290,7 @@ export const billingRouter = {
 	setAutoTopup: trackedSessionProcedure
 		.route({
 			description:
-				"Configures auto top-up for agent credits on the current billing customer.",
+				"Configures automatic Databunny usage top-ups for the current billing customer.",
 			method: "POST",
 			path: "/billing/setAutoTopup",
 			summary: "Set auto top-up",
@@ -344,7 +344,7 @@ export const billingRouter = {
 	setSpendLimit: trackedSessionProcedure
 		.route({
 			description:
-				"Configures a spend limit (maximum overage in USD) for agent credits.",
+				"Configures a spend limit (maximum overage in USD) for Databunny usage.",
 			method: "POST",
 			path: "/billing/setSpendLimit",
 			summary: "Set spend limit",
@@ -369,7 +369,7 @@ export const billingRouter = {
 
 	getUsage: protectedProcedure
 		.route({
-			description: "Returns billing usage for organization or user workspaces.",
+			description: "Returns billing usage for the selected organization.",
 			method: "POST",
 			path: "/billing/getUsage",
 			summary: "Get usage",
diff --git a/packages/rpc/src/routers/flags.ts b/packages/rpc/src/routers/flags.ts
index 6b023034e..5c393fec5 100644
--- a/packages/rpc/src/routers/flags.ts
+++ b/packages/rpc/src/routers/flags.ts
@@ -92,7 +92,7 @@ function authorizeFlagRead(
 function requireAuthedFlagRead(workspace: Workspace) {
 	if (workspace.tier === "demo") {
 		throw rpcError.unauthorized(
-			"Feature flag definitions require authenticated workspace access"
+			"Feature flag definitions require authenticated organization access"
 		);
 	}
 }
diff --git a/packages/rpc/src/routers/link-folders.ts b/packages/rpc/src/routers/link-folders.ts
index 9cd083b14..ee4c785f4 100644
--- a/packages/rpc/src/routers/link-folders.ts
+++ b/packages/rpc/src/routers/link-folders.ts
@@ -77,7 +77,7 @@ export const linkFoldersRouter = {
 			tags: ["Links"],
 			summary: "List link folders",
 			description:
-				"Returns folders used to organize short links inside a workspace. Requires read:links scope.",
+				"Returns folders used to organize short links inside an organization. Requires read:links scope.",
 			spec: (s) => ({ ...s, "x-required-scopes": ["read:links"] as const }),
 		})
 		.input(listLinkFoldersSchema)
diff --git a/packages/rpc/src/routers/links.ts b/packages/rpc/src/routers/links.ts
index 58cac2445..8cadab940 100644
--- a/packages/rpc/src/routers/links.ts
+++ b/packages/rpc/src/routers/links.ts
@@ -235,7 +235,7 @@ export const linksRouter = {
 			tags: ["Links"],
 			summary: "List links",
 			description:
-				"Returns up to the 1000 most recent links for the workspace. Optional organizationId defaults to the active organization from the session. Use the paginated endpoint for larger workspaces. Requires read:links scope.",
+				"Returns up to the 1000 most recent links for the organization. Optional organizationId defaults to the active organization from the session. Use the paginated endpoint for larger organizations. Requires read:links scope.",
 			spec: (s) => ({ ...s, "x-required-scopes": ["read:links"] as const }),
 		})
 		.input(listLinksSchema)
@@ -264,7 +264,7 @@ export const linksRouter = {
 			tags: ["Links"],
 			summary: "List links (paginated)",
 			description:
-				"Returns a page of links for the workspace with server-side search, sort, type filter, and offset pagination. Requires read:links scope.",
+				"Returns a page of links for the organization with server-side search, sort, type filter, and offset pagination. Requires read:links scope.",
 			spec: (s) => ({ ...s, "x-required-scopes": ["read:links"] as const }),
 		})
 		.input(listLinksPageSchema)
@@ -325,7 +325,7 @@ export const linksRouter = {
 			tags: ["Links"],
 			summary: "Get link",
 			description:
-				"Returns a single link by id; workspace is resolved from the link. Requires read:links scope.",
+				"Returns a single link by id; the organization is resolved from the link. Requires read:links scope.",
 			spec: (s) => ({ ...s, "x-required-scopes": ["read:links"] as const }),
 		})
 		.input(getLinkSchema)
diff --git a/packages/rpc/src/routers/organizations.ts b/packages/rpc/src/routers/organizations.ts
index 89f26d634..a67bb7b05 100644
--- a/packages/rpc/src/routers/organizations.ts
+++ b/packages/rpc/src/routers/organizations.ts
@@ -348,7 +348,7 @@ export const organizationsRouter = {
 
 	getUsage: sessionProcedure
 		.route({
-			description: "Returns Autumn usage for current user/workspace.",
+			description: "Returns usage for the active organization.",
 			method: "POST",
 			path: "/organizations/getUsage",
 			summary: "Get usage",
@@ -395,7 +395,7 @@ export const organizationsRouter = {
 	getBillingContext: publicProcedure
 		.route({
 			description:
-				"Returns billing context for user/workspace/website. Priority: websiteId > user workspace > free tier.",
+				"Returns billing context for the requested website or active organization, with a free-tier fallback.",
 			method: "POST",
 			path: "/organizations/getBillingContext",
 			summary: "Get billing context",
diff --git a/packages/rpc/src/routers/target-groups.ts b/packages/rpc/src/routers/target-groups.ts
index 9dba5d223..71547cc6f 100644
--- a/packages/rpc/src/routers/target-groups.ts
+++ b/packages/rpc/src/routers/target-groups.ts
@@ -63,7 +63,7 @@ const successOutputSchema = z.object({ success: z.literal(true) });
 function requireAuthedTargetGroupRead(workspace: { tier: "authed" | "demo" }) {
 	if (workspace.tier === "demo") {
 		throw rpcError.unauthorized(
-			"Target group definitions require authenticated workspace access"
+			"Target group definitions require authenticated organization access"
 		);
 	}
 }
diff --git a/packages/rpc/src/routers/uptime.ts b/packages/rpc/src/routers/uptime.ts
index 79edfd2db..3ce2f04f3 100644
--- a/packages/rpc/src/routers/uptime.ts
+++ b/packages/rpc/src/routers/uptime.ts
@@ -136,7 +136,7 @@ export const uptimeRouter = {
 	listSchedules: protectedProcedure
 		.route({
 			description:
-				"Returns uptime schedules for organization or all user workspaces. Requires read:monitors scope.",
+				"Returns uptime schedules for one organization or all accessible organizations. Requires read:monitors scope.",
 			method: "POST",
 			path: "/uptime/listSchedules",
 			summary: "List schedules",
@@ -255,7 +255,7 @@ export const uptimeRouter = {
 
 			if (existing) {
 				throw rpcError.conflict(
-					"Monitor already exists for this URL in this workspace"
+					"Monitor already exists for this URL in this organization"
 				);
 			}
 
diff --git a/packages/rpc/src/routers/websites.ts b/packages/rpc/src/routers/websites.ts
index 079355783..0ccfd2af5 100644
--- a/packages/rpc/src/routers/websites.ts
+++ b/packages/rpc/src/routers/websites.ts
@@ -482,7 +482,7 @@ const fetchChartData = cacheable(_fetchChartData, {
 export const websitesRouter = {
 	list: protectedProcedure
 		.route({
-			description: "Returns websites for the active workspace.",
+			description: "Returns websites for the active organization.",
 			method: "POST",
 			path: "/websites/list",
 			summary: "List websites",
@@ -593,7 +593,8 @@ export const websitesRouter = {
 
 	create: trackedProcedure
 		.route({
-			description: "Creates a website. Requires workspace create permission.",
+			description:
+				"Creates a website. Requires organization create permission.",
 			method: "POST",
 			path: "/websites/create",
 			summary: "Create website",
@@ -752,7 +753,7 @@ export const websitesRouter = {
 
 	transfer: trackedProcedure
 		.route({
-			description: "Transfers website to another workspace.",
+			description: "Transfers a website to another organization.",
 			method: "POST",
 			path: "/websites/transfer",
 			summary: "Transfer website",
@@ -762,7 +763,9 @@ export const websitesRouter = {
 		.output(websiteOutputSchema)
 		.handler(async ({ context, input }) => {
 			if (!input.organizationId) {
-				throw rpcError.badRequest("Website must be transferred to a workspace");
+				throw rpcError.badRequest(
+					"Website must be transferred to an organization"
+				);
 			}
 
 			await authorizeTransfer(context, {
diff --git a/packages/shared/src/agent-discovery.ts b/packages/shared/src/agent-discovery.ts
index a5244dc82..aaa145a46 100644
--- a/packages/shared/src/agent-discovery.ts
+++ b/packages/shared/src/agent-discovery.ts
@@ -76,7 +76,7 @@ export const mcpTools = [
 	},
 	{
 		name: "list_flags",
-		description: "List feature flags available to the workspace.",
+		description: "List feature flags available to the organization.",
 	},
 ] as const;
 
@@ -426,7 +426,7 @@ export function createAgentJson(urls: AgentDiscoveryUrls) {
 		sandbox: {
 			demo: `${resolved.siteUrl}/demo`,
 			api_probe: `${resolved.apiUrl}/sandbox`,
-			note: "Use the public demo for read-only product exploration. Real workspace API calls require a scoped Databuddy API key.",
+			note: "Use the public demo for read-only product exploration. Real organization API calls require a scoped Databuddy API key.",
 		},
 		updated_at: AGENT_DISCOVERY_UPDATED,
 	};
@@ -474,7 +474,7 @@ export function createA2aAgentCard(urls: AgentDiscoveryUrls) {
 			},
 			{
 				id: "workspace-operations",
-				name: "Manage workspace objects",
+				name: "Manage organization objects",
 				description:
 					"List and manage Databuddy links, feature flags, goals, funnels, and annotations with scoped API keys.",
 				tags: ["feature-flags", "links", "funnels", "goals"],
@@ -647,7 +647,7 @@ export function createSandboxDiscovery(urls: AgentDiscoveryUrls) {
 	return {
 		name: "Databuddy sandbox",
 		description:
-			"Read-only discovery and demo environment for agents. Real workspace API calls require a scoped Databuddy API key.",
+			"Read-only discovery and demo environment for agents. Real organization API calls require a scoped Databuddy API key.",
 		demo_url: `${resolved.siteUrl}/demo`,
 		openapi_url: resolved.openapiSpecUrl,
 		mcp_server_url: resolved.mcpServerUrl,
@@ -776,11 +776,11 @@ ${JSON.stringify({ agent_auth: createAuthorizationServerMetadata(urls).agent_aut
 
 ## 3. Register
 
-Use \`register_uri\`: ${resolved.apiUrl}/agent-auth/register. Production workspace credentials are created from the Databuddy dashboard at ${resolved.dashboardUrl}/organizations/settings#api-keys. Choose the smallest scope set needed, usually \`read:data\` for analytics questions and \`manage:config\` only for write tools.
+Use \`register_uri\`: ${resolved.apiUrl}/agent-auth/register. Production organization credentials are created from the Databuddy dashboard at ${resolved.dashboardUrl}/organizations/settings#api-keys. Choose the smallest scope set needed, usually \`read:data\` for analytics questions and \`manage:config\` only for write tools.
 
 ## 4. Claim
 
-Use \`claim_uri\`: ${resolved.apiUrl}/agent-auth/claim. For \`identity_assertion\`, present an \`urn:ietf:params:oauth:token-type:id-jag\` assertion that identifies the user and requested workspace. Databuddy returns structured JSON errors when a claim cannot be completed automatically.
+Use \`claim_uri\`: ${resolved.apiUrl}/agent-auth/claim. For \`identity_assertion\`, present an \`urn:ietf:params:oauth:token-type:id-jag\` assertion that identifies the user and requested organization. Databuddy returns structured JSON errors when a claim cannot be completed automatically.
 
 ## 5. Use the credential
 
@@ -807,7 +807,7 @@ For MCP clients:
 
 ## 6. Errors
 
-Databuddy API errors are JSON objects with \`success: false\`, an error \`code\`, a human-readable \`error\`, and where available a \`fix\` or \`hint\`. A 401 means the credential is missing or invalid. A 403 means the credential exists but lacks the requested workspace or scope.
+Databuddy API errors are JSON objects with \`success: false\`, an error \`code\`, a human-readable \`error\`, and where available a \`fix\` or \`hint\`. A 401 means the credential is missing or invalid. A 403 means the credential exists but lacks the requested organization or scope.
 
 ## 7. Revocation
 
diff --git a/packages/shared/src/types/features.ts b/packages/shared/src/types/features.ts
index 0aa899fbe..5b30f43da 100644
--- a/packages/shared/src/types/features.ts
+++ b/packages/shared/src/types/features.ts
@@ -142,11 +142,11 @@ export const FEATURE_METADATA: Record<FeatureId | GatedFeatureId, FeatureMeta> =
 			upgradeMessage: "Upgrade to track more events",
 		},
 		[FEATURE_IDS.AGENT_CREDITS]: {
-			name: "Agent Credits",
+			name: "Databunny Usage",
 			description:
-				"Credits power Databunny conversations. Heavier questions consume more credits.",
-			upgradeMessage: "Upgrade for more agent credits",
-			unit: "credits",
+				"AI processing allowance used by Databunny questions and analysis. Deeper work uses more of the allowance.",
+			upgradeMessage: "Add more Databunny usage or upgrade your plan",
+			unit: "usage units",
 		},
 		[GATED_FEATURES.FUNNELS]: {
 			name: "Funnels",

From 4d24e13553216af81af04c3f60814e43bc1b72a0 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:05:15 +0300
Subject: [PATCH 087/129] fix(api): return actionable errors and request
 identifiers

---
 apps/api/src/http/errors.test.ts              |  45 +++-
 apps/api/src/http/errors.ts                   |  56 ++++-
 apps/api/src/http/request-id.test.ts          |  28 +++
 apps/api/src/http/request-id.ts               |  25 ++
 apps/api/src/index.ts                         |  11 +
 apps/api/src/routes/agent.ts                  |   6 +-
 apps/api/src/routes/integrations/index.ts     |   7 +-
 apps/api/src/routes/public/flags.ts           | 226 +++++++++++-------
 apps/api/src/routes/public/index.ts           |   5 +-
 apps/api/src/routes/query.ts                  |  86 ++++---
 apps/api/src/rpc/handlers.ts                  |   8 +-
 apps/api/src/rpc/openapi-config.ts            |   9 +-
 apps/basket/src/hooks/auth.ts                 |  15 +-
 apps/basket/src/index.ts                      |   8 +-
 .../src/lib/request-validation-logic.test.ts  |  17 ++
 apps/basket/src/lib/structured-errors.test.ts |  15 ++
 apps/basket/src/lib/structured-errors.ts      |  12 +
 17 files changed, 428 insertions(+), 151 deletions(-)
 create mode 100644 apps/api/src/http/request-id.test.ts
 create mode 100644 apps/api/src/http/request-id.ts

diff --git a/apps/api/src/http/errors.test.ts b/apps/api/src/http/errors.test.ts
index 7f7d0153c..eaf20a710 100644
--- a/apps/api/src/http/errors.test.ts
+++ b/apps/api/src/http/errors.test.ts
@@ -1,4 +1,5 @@
 import { createError } from "evlog";
+import { t, ValidationError } from "elysia";
 import { afterEach, describe, expect, it } from "vitest";
 import { handleAppError } from "./errors";
 
@@ -16,6 +17,7 @@ describe("handleAppError", () => {
 	it("masks structured 5xx details in production", async () => {
 		process.env.NODE_ENV = "production";
 		const response = handleAppError({
+			requestId: "req_test_5xx",
 			error: createError({
 				code: "api.SECRET_FAILURE",
 				message: "Database password leaked into error",
@@ -27,16 +29,19 @@ describe("handleAppError", () => {
 		});
 
 		expect(response.status).toBe(500);
-		expect(await readPayload(response)).toEqual({
-			success: false,
-			error: "An internal server error occurred",
-			code: "api.SECRET_FAILURE",
-		});
+			expect(await readPayload(response)).toEqual({
+				success: false,
+				error: "An internal server error occurred",
+				code: "api.SECRET_FAILURE",
+				requestId: "req_test_5xx",
+			});
+			expect(response.headers.get("X-Request-ID")).toBe("req_test_5xx");
 	});
 
 	it("keeps structured 4xx details visible in production", async () => {
 		process.env.NODE_ENV = "production";
 		const response = handleAppError({
+			requestId: "req_test_4xx",
 			error: createError({
 				code: "api.BAD_INPUT",
 				message: "Invalid filter",
@@ -47,12 +52,38 @@ describe("handleAppError", () => {
 		});
 
 		expect(response.status).toBe(400);
-		expect(await readPayload(response)).toEqual({
+			expect(await readPayload(response)).toEqual({
 			success: false,
 			error: "Invalid filter",
 			code: "api.BAD_INPUT",
 			why: "The filter operator is unsupported.",
-			fix: "Use one of the documented operators.",
+				fix: "Use one of the documented operators.",
+				requestId: "req_test_4xx",
+			});
+	});
+
+	it("returns safe field details for request validation errors", async () => {
+		process.env.NODE_ENV = "production";
+		const response = handleAppError({
+			code: "VALIDATION",
+			requestId: "req_test_validation",
+			error: new ValidationError(
+				"body",
+				t.Object({ name: t.String({ minLength: 1 }) }),
+				{}
+			),
+		});
+		const payload = await readPayload(response);
+
+		expect(response.status).toBe(422);
+		expect(payload).toMatchObject({
+			success: false,
+			error: "Invalid request",
+			code: "VALIDATION",
+			requestId: "req_test_validation",
 		});
+		expect(payload.details).toEqual([
+			expect.objectContaining({ field: "body.name" }),
+		]);
 	});
 });
diff --git a/apps/api/src/http/errors.ts b/apps/api/src/http/errors.ts
index f8e04df75..94759eef2 100644
--- a/apps/api/src/http/errors.ts
+++ b/apps/api/src/http/errors.ts
@@ -1,16 +1,20 @@
 import { config } from "@databuddy/env/app";
+import { ValidationError } from "elysia";
 import { EvlogError, parseError } from "evlog";
+import { getRequestId } from "./request-id";
 
 interface AppErrorContext {
 	code?: string | number;
 	error: unknown;
+	request?: Request;
+	requestId?: string;
 }
 
 const HTTP_STATUS_BY_ERROR_CODE: Record<string, number> = {
 	AUTH_REQUIRED: 401,
 	BAD_REQUEST: 400,
 	CONFLICT: 409,
-	FEATURE_UNAVAILABLE: 403,
+	FEATURE_UNAVAILABLE: 402,
 	FORBIDDEN: 403,
 	INTERNAL_SERVER_ERROR: 500,
 	INVALID_COOKIE_SIGNATURE: 400,
@@ -25,8 +29,15 @@ const HTTP_STATUS_BY_ERROR_CODE: Record<string, number> = {
 };
 
 const PROTECTED_RESOURCE_METADATA_URL = `${config.urls.api}/.well-known/oauth-protected-resource`;
+const LEADING_SLASH_PATTERN = /^\//;
 
-export function handleAppError({ error, code }: AppErrorContext) {
+export function handleAppError({
+	error,
+	code,
+	request,
+	requestId,
+}: AppErrorContext) {
+	const responseRequestId = requestId ?? getRequestId(request);
 	const parsed = parseError(error);
 	const statusCode = getStatusCode({
 		code,
@@ -48,8 +59,10 @@ export function handleAppError({ error, code }: AppErrorContext) {
 		isClientError,
 		statusCode,
 	});
+	const validationDetails = getValidationDetails(error);
 	const headers: Record<string, string> = {
 		"Content-Type": "application/json",
+		"X-Request-ID": responseRequestId,
 	};
 	if (statusCode === 401) {
 		headers["WWW-Authenticate"] =
@@ -61,16 +74,55 @@ export function handleAppError({ error, code }: AppErrorContext) {
 			success: false,
 			error: safeClientError,
 			code: errorCode,
+			requestId: responseRequestId,
 			...(hasValue(parsed.why) && exposeStructured ? { why: parsed.why } : {}),
 			...(hasValue(parsed.fix) && exposeStructured ? { fix: parsed.fix } : {}),
 			...(hasValue(parsed.link) && exposeStructured
 				? { link: parsed.link }
 				: {}),
+			...(validationDetails.length > 0 ? { details: validationDetails } : {}),
 		}),
 		{ status: statusCode, headers }
 	);
 }
 
+interface ValidationDetail {
+	field: string;
+	message: string;
+}
+
+function getValidationDetails(error: unknown): ValidationDetail[] {
+	if (!(error instanceof ValidationError) || error.type === "response") {
+		return [];
+	}
+
+	const details: ValidationDetail[] = [];
+	const seenFields = new Set<string>();
+	for (const issue of error.all) {
+		const path = issue.path
+			.replace(LEADING_SLASH_PATTERN, "")
+			.split("/")
+			.filter(Boolean)
+			.join(".");
+		const field = path ? `${error.type}.${path}` : error.type;
+		if (seenFields.has(field)) {
+			continue;
+		}
+		seenFields.add(field);
+		details.push({
+			field,
+			message:
+				typeof issue.summary === "string" && issue.summary
+					? issue.summary
+					: issue.message,
+		});
+		if (details.length === 20) {
+			break;
+		}
+	}
+	return details;
+}
+
 function getErrorCode({
 	explicitCode,
 	parsedCode,
diff --git a/apps/api/src/http/request-id.test.ts b/apps/api/src/http/request-id.test.ts
new file mode 100644
index 000000000..d5c167a49
--- /dev/null
+++ b/apps/api/src/http/request-id.test.ts
@@ -0,0 +1,28 @@
+import { describe, expect, it } from "vitest";
+import { getRequestId } from "./request-id";
+
+describe("getRequestId", () => {
+	it("returns a stable generated ID for the same request", () => {
+		const request = new Request("https://api.example.com/test");
+		const requestId = getRequestId(request);
+
+		expect(requestId).toMatch(/^req_[a-f0-9]{16}$/);
+		expect(getRequestId(request)).toBe(requestId);
+	});
+
+	it("preserves a safe caller-supplied ID", () => {
+		const request = new Request("https://api.example.com/test", {
+			headers: { "x-request-id": "trace_partner-123" },
+		});
+
+		expect(getRequestId(request)).toBe("trace_partner-123");
+	});
+
+	it("replaces unsafe caller-supplied IDs", () => {
+		const request = new Request("https://api.example.com/test", {
+			headers: { "x-request-id": "not safe for logs" },
+		});
+
+		expect(getRequestId(request)).toMatch(/^req_[a-f0-9]{16}$/);
+	});
+});
diff --git a/apps/api/src/http/request-id.ts b/apps/api/src/http/request-id.ts
new file mode 100644
index 000000000..403dd1753
--- /dev/null
+++ b/apps/api/src/http/request-id.ts
@@ -0,0 +1,25 @@
+const REQUEST_ID_PATTERN = /^[A-Za-z0-9_-]{1,128}$/;
+const requestIds = new WeakMap<Request, string>();
+
+function createRequestId(): string {
+	return `req_${crypto.randomUUID().replaceAll("-", "").slice(0, 16)}`;
+}
+
+export function getRequestId(request?: Request): string {
+	if (!request) {
+		return createRequestId();
+	}
+
+	const existing = requestIds.get(request);
+	if (existing) {
+		return existing;
+	}
+
+	const supplied = request.headers.get("x-request-id")?.trim();
+	const requestId =
+		supplied && REQUEST_ID_PATTERN.test(supplied)
+			? supplied
+			: createRequestId();
+	requestIds.set(request, requestId);
+	return requestId;
+}
diff --git a/apps/api/src/index.ts b/apps/api/src/index.ts
index 066b10969..444f58eed 100644
--- a/apps/api/src/index.ts
+++ b/apps/api/src/index.ts
@@ -10,6 +10,7 @@ import { registerProcessErrorHandlers } from "@/bootstrap/process-errors";
 import { registerShutdownHooks, warmPostgresPool } from "@/bootstrap/shutdown";
 import { isAllowedApiOrigin } from "@/http/cors";
 import { handleAppError } from "@/http/errors";
+import { getRequestId } from "@/http/request-id";
 import { AUTUMN_API_PREFIX } from "@/lib/autumn-mount";
 import { enrichApiWideEvent } from "@/lib/evlog-api";
 import { enrichRequestAuthWideEvent } from "@/middleware/auth-wide-event";
@@ -81,10 +82,20 @@ const app = new Elysia({ precompile: true })
 			enrich: enrichApiWideEvent,
 		})
 	)
+	.onBeforeHandle(({ request, set }) => {
+		set.headers["X-Request-ID"] = getRequestId(request);
+	})
 	.onBeforeHandle(({ request }) => enrichRequestAuthWideEvent(request))
 	.use(
 		cors({
 			credentials: true,
+			exposeHeaders: [
+				"X-Request-ID",
+				"Retry-After",
+				"X-RateLimit-Limit",
+				"X-RateLimit-Remaining",
+				"X-RateLimit-Reset",
+			],
 			origin: isAllowedApiOrigin,
 		})
 	)
diff --git a/apps/api/src/routes/agent.ts b/apps/api/src/routes/agent.ts
index 3c1b44437..7ab75adc2 100644
--- a/apps/api/src/routes/agent.ts
+++ b/apps/api/src/routes/agent.ts
@@ -636,7 +636,7 @@ export const agent = new Elysia({ prefix: "/v1/agent" })
 						return jsonError(
 							400,
 							"WORKSPACE_REQUIRED",
-							"No active workspace. Select an organization and try again."
+							"No active organization. Select an organization and try again."
 						);
 					}
 
@@ -681,7 +681,7 @@ export const agent = new Elysia({ prefix: "/v1/agent" })
 						return jsonError(
 							403,
 							"ACCESS_DENIED",
-							"No accessible websites in this workspace"
+							"No accessible websites in this organization"
 						);
 					}
 
@@ -832,7 +832,7 @@ export const agent = new Elysia({ prefix: "/v1/agent" })
 						return jsonError(
 							402,
 							"OUT_OF_CREDITS",
-							"You're out of Databunny credits this month. Upgrade or wait for the monthly reset."
+							"You've used your Databunny allowance for this month. Add more usage, upgrade, or wait for the monthly reset."
 						);
 					}
 
diff --git a/apps/api/src/routes/integrations/index.ts b/apps/api/src/routes/integrations/index.ts
index b8d189aec..5e342f623 100644
--- a/apps/api/src/routes/integrations/index.ts
+++ b/apps/api/src/routes/integrations/index.ts
@@ -447,7 +447,12 @@ export const integrations = new Elysia({ prefix: "/v1/integrations" })
 					slack_oauth: "callback",
 					provider_error: query.error,
 				});
-				return integrationsRedirect("error", "Slack authorization failed");
+				return integrationsRedirect(
+					"error",
+					query.error === "access_denied"
+						? "Slack wasn't connected because authorization was canceled"
+						: "Slack authorization failed"
+				);
 			}
 			try {
 				if (!(query.code && query.state)) {
diff --git a/apps/api/src/routes/public/flags.ts b/apps/api/src/routes/public/flags.ts
index 2303c1275..c4f3d701c 100644
--- a/apps/api/src/routes/public/flags.ts
+++ b/apps/api/src/routes/public/flags.ts
@@ -108,6 +108,17 @@ const bulkFlagQuerySchema = t.Object({
 	environment: t.Optional(t.String()),
 });
 
+const bulkFlagBodySchema = t.Object({
+	clientId: t.String(),
+	keys: t.Optional(t.Array(t.String())),
+	userId: t.Optional(t.String()),
+	email: t.Optional(t.String()),
+	organizationId: t.Optional(t.String()),
+	teamId: t.Optional(t.String()),
+	properties: t.Optional(t.Record(t.String(), t.Any())),
+	environment: t.Optional(t.String()),
+});
+
 const getCachedFlag = cacheable(
 	async (key: string, clientId: string, environment?: string) => {
 		const flag = await db.query.flags.findFirst({
@@ -731,6 +742,100 @@ function buildFlagChangeSnapshot(flag: typeof flags.$inferSelect) {
 	};
 }
 
+interface BulkFlagInput extends UserContext {
+	clientId: string;
+	environment?: string;
+	keys?: string[];
+}
+
+async function evaluateBulkFlags(
+	input: BulkFlagInput,
+	set: ElysiaSet,
+	request: Request
+) {
+	if (!(await enforcePublicFlagRateLimit(request, input.clientId, set))) {
+		return { flags: {}, count: 0, reason: "RATE_LIMITED" };
+	}
+
+	mergeWideEvent({
+		flag_bulk: true,
+		flag_client_id: input.clientId || "",
+		flag_has_user_id: Boolean(input.userId),
+		flag_has_email: Boolean(input.email),
+		flag_environment: input.environment || "",
+	});
+
+	try {
+		if (!input.clientId) {
+			mergeWideEvent({ flag_error: "missing_client_id" });
+			set.status = 400;
+			return {
+				flags: {},
+				count: 0,
+				error: "Missing required clientId parameter",
+			};
+		}
+
+		const context: UserContext = {
+			userId: input.userId,
+			email: input.email,
+			organizationId: input.organizationId,
+			teamId: input.teamId,
+			properties: input.properties,
+		};
+		const requestedKeys = input.keys
+			? new Set(input.keys.map((key) => key.trim()).filter(Boolean))
+			: null;
+
+		const clientFlags = await fromMemory(
+			`fc:${input.clientId}:${input.environment || ""}`,
+			() => getCachedFlagsForClient(input.clientId, input.environment)
+		);
+		let allFlags = clientFlags;
+
+		if (context.userId) {
+			const userId = context.userId;
+			const userFlags = await fromMemory(
+				`fu:${userId}:${input.clientId}:${input.environment || ""}`,
+				() => getCachedFlagsForUser(userId, input.clientId, input.environment)
+			);
+			if (userFlags.length > 0) {
+				const clientKeys = new Set(clientFlags.map((flag) => flag.key));
+				const uniqueUserFlags = userFlags.filter(
+					(flag) => !clientKeys.has(flag.key)
+				);
+				allFlags = [...clientFlags, ...uniqueUserFlags];
+			}
+		}
+
+		const flagsToEvaluate = requestedKeys
+			? allFlags.filter((flag) => requestedKeys.has(flag.key))
+			: allFlags;
+		const results: Record<string, FlagResult> = {};
+		for (const flag of flagsToEvaluate) {
+			results[flag.key] = dependenciesSatisfiedFromList(flag, allFlags)
+				? evaluateFlag(flag, context)
+				: dependencyFailure();
+		}
+
+		const count = Object.keys(results).length;
+		mergeWideEvent({
+			flag_total_flags: allFlags.length,
+			flag_evaluated: flagsToEvaluate.length,
+			flag_count: count,
+		});
+		return { flags: results, count };
+	} catch (error) {
+		mergeWideEvent({ flag_error: true });
+		useLogger().error(
+			error instanceof Error ? error : new Error(String(error)),
+			{ flags: { bulk: true, clientId: input.clientId } }
+		);
+		set.status = 500;
+		return { flags: {}, count: 0, error: "Bulk evaluation failed" };
+	}
+}
+
 const variantBodySchema = t.Object({
 	key: t.String({ minLength: 1 }),
 	type: t.Union([t.Literal("string"), t.Literal("number"), t.Literal("json")]),
@@ -742,10 +847,20 @@ const variantBodySchema = t.Object({
 export const flagsRoute = new Elysia({ prefix: "/v1/flags" })
 	.onAfterHandle(({ set, request }) => {
 		if (!set.status || set.status === 200) {
-			const pathname = new URL(request.url).pathname;
-			set.headers["cache-control"] = PUBLIC_CACHE_PATH_RE.test(pathname)
-				? FLAG_CACHE_CONTROL
-				: "private, no-store";
+			const url = new URL(request.url);
+			const hasTargetingContext = [
+				"userId",
+				"email",
+				"organizationId",
+				"teamId",
+				"properties",
+			].some((key) => url.searchParams.has(key));
+			set.headers["cache-control"] =
+				request.method === "GET" &&
+				!hasTargetingContext &&
+				PUBLIC_CACHE_PATH_RE.test(url.pathname)
+					? FLAG_CACHE_CONTROL
+					: "private, no-store";
 		}
 		set.headers.vary = "Origin";
 	})
@@ -848,100 +963,31 @@ export const flagsRoute = new Elysia({ prefix: "/v1/flags" })
 
 	.get(
 		"/bulk",
-		async function bulkEvaluateFlags({ query, set, request }) {
-			if (!(await enforcePublicFlagRateLimit(request, query.clientId, set))) {
-				return { flags: [], reason: "RATE_LIMITED" };
-			}
-
-			mergeWideEvent({
-				flag_bulk: true,
-				flag_client_id: query.clientId || "",
-				flag_has_user_id: Boolean(query.userId),
-				flag_has_email: Boolean(query.email),
-				flag_environment: query.environment || "",
-			});
-
-			try {
-				if (!query.clientId) {
-					mergeWideEvent({ flag_error: "missing_client_id" });
-					set.status = 400;
-					return {
-						flags: {},
-						count: 0,
-						error: "Missing required clientId parameter",
-					};
-				}
-
-				const context: UserContext = {
+		function bulkEvaluateFlags({ query, set, request }) {
+			return evaluateBulkFlags(
+				{
+					clientId: query.clientId,
+					keys: query.keys?.split(","),
 					userId: query.userId,
 					email: query.email,
 					organizationId: query.organizationId,
 					teamId: query.teamId,
 					properties: parseProperties(query.properties),
-				};
-
-				const requestedKeys = query.keys
-					? new Set(
-							query.keys
-								.split(",")
-								.map((k) => k.trim())
-								.filter(Boolean)
-						)
-					: null;
-
-				const clientFlags = await fromMemory(
-					`fc:${query.clientId}:${query.environment || ""}`,
-					() => getCachedFlagsForClient(query.clientId, query.environment)
-				);
-
-				let allFlags = clientFlags;
-
-				if (context.userId) {
-					const uid = context.userId;
-					const userFlags = await fromMemory(
-						`fu:${uid}:${query.clientId}:${query.environment || ""}`,
-						() => getCachedFlagsForUser(uid, query.clientId, query.environment)
-					);
-					if (userFlags.length > 0) {
-						const clientKeys = new Set(clientFlags.map((f) => f.key));
-						const uniqueUserFlags = userFlags.filter(
-							(f) => !clientKeys.has(f.key)
-						);
-						allFlags = [...clientFlags, ...uniqueUserFlags];
-					}
-				}
-
-				const flagsToEvaluate = requestedKeys
-					? allFlags.filter((f) => requestedKeys.has(f.key))
-					: allFlags;
-
-				const results: Record<string, FlagResult> = {};
-				for (const flag of flagsToEvaluate) {
-					results[flag.key] = dependenciesSatisfiedFromList(flag, allFlags)
-						? evaluateFlag(flag, context)
-						: dependencyFailure();
-				}
-
-				const count = Object.keys(results).length;
-				mergeWideEvent({
-					flag_total_flags: allFlags.length,
-					flag_evaluated: flagsToEvaluate.length,
-					flag_count: count,
-				});
-
-				return { flags: results, count };
-			} catch (error) {
-				mergeWideEvent({ flag_error: true });
-				useLogger().error(
-					error instanceof Error ? error : new Error(String(error)),
-					{ flags: { bulk: true, clientId: query.clientId } }
-				);
-				set.status = 500;
-				return { flags: {}, count: 0, error: "Bulk evaluation failed" };
-			}
+					environment: query.environment,
+				},
+				set,
+				request
+			);
 		},
 		{ query: bulkFlagQuerySchema }
 	)
+	.post(
+		"/bulk",
+		function bulkEvaluateFlagsPost({ body, set, request }) {
+			return evaluateBulkFlags(body, set, request);
+		},
+		{ body: bulkFlagBodySchema }
+	)
 
 	.get(
 		"/definitions",
diff --git a/apps/api/src/routes/public/index.ts b/apps/api/src/routes/public/index.ts
index 921921759..6b4eee33e 100644
--- a/apps/api/src/routes/public/index.ts
+++ b/apps/api/src/routes/public/index.ts
@@ -22,13 +22,14 @@ export const publicApi = new Elysia({ prefix: "/public" })
 	.use(
 		cors({
 			credentials: false,
+			exposeHeaders: ["X-Request-ID", "Retry-After"],
 			origin: true,
 		})
 	)
 	.options("*", () => new Response(null, { status: 204 }))
 	.use(agentTelemetryRoute)
 	.use(flagsRoute)
-	.onError(function handlePublicError({ error, code }) {
+	.onError(function handlePublicError({ error, code, request }) {
 		const isNotFound = code === "NOT_FOUND";
 		mergeWideEvent({
 			public_api: true,
@@ -38,5 +39,5 @@ export const publicApi = new Elysia({ prefix: "/public" })
 			captureError(error, { public_api: true });
 		}
 
-		return handleAppError({ code, error });
+		return handleAppError({ code, error, request });
 	});
diff --git a/apps/api/src/routes/query.ts b/apps/api/src/routes/query.ts
index fbd2107b7..cdf45ac42 100644
--- a/apps/api/src/routes/query.ts
+++ b/apps/api/src/routes/query.ts
@@ -19,7 +19,7 @@ import {
 } from "@databuddy/services/identity";
 import { validateTimezone } from "@databuddy/validation";
 import { readBooleanEnv } from "@databuddy/env/boolean";
-import { ratelimit } from "@databuddy/redis/rate-limit";
+import { getRateLimitHeaders, ratelimit } from "@databuddy/redis/rate-limit";
 import { getBillingOwner } from "@databuddy/rpc/billing";
 import { getOrganizationOwnerId } from "@databuddy/rpc/organization";
 import {
@@ -59,6 +59,7 @@ import {
 	DynamicQueryRequestSchema,
 	type DynamicQueryRequestType,
 } from "../schemas/query-schemas";
+import { getRequestId } from "../http/request-id";
 
 const parsedPerWebsiteQueryConcurrency = Number(
 	process.env.PER_WEBSITE_QUERY_CONCURRENCY ?? 8
@@ -311,10 +312,6 @@ function validatePaginationFields(
 	return errors;
 }
 
-function generateRequestId(): string {
-	return `req_${crypto.randomUUID().replace(/-/g, "").slice(0, 16)}`;
-}
-
 interface AuthContext {
 	// Session active org; used when query omits organization_id.
 	activeOrganizationId: string | null;
@@ -351,6 +348,7 @@ function createAuthFailedResponse(requestId: string): Response {
 			status: 401,
 			headers: {
 				"Content-Type": "application/json",
+				"X-Request-ID": requestId,
 				"WWW-Authenticate": `Bearer resource_metadata="${PROTECTED_RESOURCE_METADATA_URL}"`,
 			},
 		}
@@ -391,20 +389,24 @@ async function enforceQueryRateLimit(
 	if (rl.success) {
 		return null;
 	}
+	const retryAfter = Math.max(1, Math.ceil((rl.reset - Date.now()) / 1000));
 	return new Response(
 		JSON.stringify({
 			success: false,
 			error: "Rate limit exceeded",
 			code: "RATE_LIMITED",
 			requestId,
+			limit: rl.limit,
+			remaining: rl.remaining,
+			reset: rl.reset,
+			retryAfter,
 		}),
 		{
 			status: 429,
 			headers: {
 				"Content-Type": "application/json",
-				"X-RateLimit-Limit": String(rl.limit),
-				"X-RateLimit-Remaining": String(rl.remaining),
-				"X-RateLimit-Reset": String(rl.reset),
+				"X-Request-ID": requestId,
+				...getRateLimitHeaders(rl),
 			},
 		}
 	);
@@ -420,6 +422,9 @@ function createErrorResponse(
 	const headers: Record<string, string> = {
 		"Content-Type": "application/json",
 	};
+	if (requestId) {
+		headers["X-Request-ID"] = requestId;
+	}
 	if (status === 401) {
 		headers["WWW-Authenticate"] =
 			`Bearer resource_metadata="${PROTECTED_RESOURCE_METADATA_URL}"`;
@@ -1216,9 +1221,9 @@ export const query = new Elysia({ prefix: "/v1/query" })
 		};
 	})
 
-	.get("/websites", ({ auth: ctx }) =>
+	.get("/websites", ({ auth: ctx, request }) =>
 		(async () => {
-			const requestId = generateRequestId();
+			const requestId = getRequestId(request);
 			if (!ctx.isAuthenticated) {
 				return createAuthFailedResponse(requestId);
 			}
@@ -1232,29 +1237,38 @@ export const query = new Elysia({ prefix: "/v1/query" })
 		})()
 	)
 
-	.get("/types", ({ query: params }: { query: { include_meta?: string } }) => {
-		const requestId = generateRequestId();
-		const includeMeta = params.include_meta === "true";
-		const configs = Object.fromEntries(
-			Object.entries(QueryBuilders).map(([key, cfg]) => [
-				key,
-				{
-					allowedFilters: allowedFilterFields(cfg),
-					customizable: cfg.customizable,
-					defaultLimit: cfg.limit,
-					publicAccess: cfg.publicAccess === true,
-					...(includeMeta && { meta: cfg.meta }),
-				},
-			])
-		);
-		return {
-			success: true,
-			requestId,
-			types: Object.keys(QueryBuilders),
-			configs,
-			presets: Object.keys(DatePresets),
-		};
-	})
+	.get(
+		"/types",
+		({
+			query: params,
+			request,
+		}: {
+			query: { include_meta?: string };
+			request: Request;
+		}) => {
+			const requestId = getRequestId(request);
+			const includeMeta = params.include_meta === "true";
+			const configs = Object.fromEntries(
+				Object.entries(QueryBuilders).map(([key, cfg]) => [
+					key,
+					{
+						allowedFilters: allowedFilterFields(cfg),
+						customizable: cfg.customizable,
+						defaultLimit: cfg.limit,
+						publicAccess: cfg.publicAccess === true,
+						...(includeMeta && { meta: cfg.meta }),
+					},
+				])
+			);
+			return {
+				success: true,
+				requestId,
+				types: Object.keys(QueryBuilders),
+				configs,
+				presets: Object.keys(DatePresets),
+			};
+		}
+	)
 
 	.post(
 		"/compile",
@@ -1269,7 +1283,7 @@ export const query = new Elysia({ prefix: "/v1/query" })
 			auth: AuthContext;
 			request: Request;
 		}) => {
-			const requestId = generateRequestId();
+			const requestId = getRequestId(request);
 			const rateLimited = await enforceQueryRateLimit(
 				ctx,
 				"compile",
@@ -1339,7 +1353,7 @@ export const query = new Elysia({ prefix: "/v1/query" })
 			request: Request;
 		}) =>
 			(async () => {
-				const requestId = generateRequestId();
+				const requestId = getRequestId(request);
 				const timezone = validateTimezone(q.timezone) || "UTC";
 				const rateLimited = await enforceQueryRateLimit(
 					ctx,
@@ -1530,7 +1544,7 @@ export const query = new Elysia({ prefix: "/v1/query" })
 			request: Request;
 		}) =>
 			(async () => {
-				const requestId = generateRequestId();
+				const requestId = getRequestId(request);
 				const rateLimited = await enforceQueryRateLimit(
 					ctx,
 					"custom",
diff --git a/apps/api/src/rpc/handlers.ts b/apps/api/src/rpc/handlers.ts
index b5d427831..fa3ec8aef 100644
--- a/apps/api/src/rpc/handlers.ts
+++ b/apps/api/src/rpc/handlers.ts
@@ -8,6 +8,7 @@ import { ORPCError, onError } from "@orpc/server";
 import { RPCHandler } from "@orpc/server/fetch";
 import { useLogger } from "evlog/elysia";
 import { getResolvedAuth } from "@/lib/auth-wide-event";
+import { getRequestId } from "@/http/request-id";
 import { logOrpcHandlerError } from "./interceptors";
 
 export type OrpcContext = Awaited<ReturnType<typeof createRPCContext>>;
@@ -51,6 +52,7 @@ async function handleOrpcRequest(
 	createContext: (request: Request) => Promise<OrpcContext>,
 	handle: OrpcRouteHandler
 ) {
+	const requestId = getRequestId(request);
 	try {
 		const context = await createContext(request);
 		const result = await handle(request, context);
@@ -61,8 +63,9 @@ async function handleOrpcRequest(
 					success: false,
 					error: "Not found",
 					code: "NOT_FOUND",
+					requestId,
 				},
-				{ status: 404 }
+				{ status: 404, headers: { "X-Request-ID": requestId } }
 			)
 		);
 	} catch (error) {
@@ -78,8 +81,9 @@ async function handleOrpcRequest(
 				success: false,
 				error: "An internal server error occurred",
 				code: "INTERNAL_SERVER_ERROR",
+				requestId,
 			},
-			{ status: 500 }
+			{ status: 500, headers: { "X-Request-ID": requestId } }
 		);
 	}
 }
diff --git a/apps/api/src/rpc/openapi-config.ts b/apps/api/src/rpc/openapi-config.ts
index e13d47e8e..92aab7394 100644
--- a/apps/api/src/rpc/openapi-config.ts
+++ b/apps/api/src/rpc/openapi-config.ts
@@ -39,7 +39,7 @@ export const OPENAPI_TAGS = [
 	{
 		name: "Alarms",
 		description:
-			"Alert rules and notifications for metrics and conditions across your workspace.",
+			"Alert rules and notifications for metrics and conditions across your organization.",
 	},
 	{
 		name: "Annotations",
@@ -58,7 +58,8 @@ export const OPENAPI_TAGS = [
 	},
 	{
 		name: "Feedback",
-		description: "Submit and manage product feedback tied to your workspace.",
+		description:
+			"Submit and manage product feedback tied to your organization.",
 	},
 	{
 		name: "Flags",
@@ -83,7 +84,7 @@ export const OPENAPI_TAGS = [
 	{
 		name: "Organizations",
 		description:
-			"Workspace and organization management: avatar, invitations, billing context, and usage.",
+			"Organization management: avatar, invitations, billing context, and usage.",
 	},
 	{
 		name: "Preferences",
@@ -108,6 +109,6 @@ export const OPENAPI_TAGS = [
 	{
 		name: "Websites",
 		description:
-			"Website management: create, list, update, delete websites; transfer between workspaces; configure settings, tracking, and data export.",
+			"Website management: create, list, update, delete websites; transfer between organizations; configure settings, tracking, and data export.",
 	},
 ] as const;
diff --git a/apps/basket/src/hooks/auth.ts b/apps/basket/src/hooks/auth.ts
index f3b2c6705..885ff0d8f 100644
--- a/apps/basket/src/hooks/auth.ts
+++ b/apps/basket/src/hooks/auth.ts
@@ -9,6 +9,7 @@ import { db } from "@databuddy/db";
 import type { Website } from "@databuddy/db/schema";
 import { cacheNamespaces } from "@databuddy/redis/cache-invalidation";
 import { cacheable } from "@databuddy/redis/cacheable";
+import { basketErrors } from "@lib/structured-errors";
 import { captureError, record } from "@lib/tracing";
 import { isValidOriginFromSettings } from "@utils/origin-ip-validation";
 import { createError, EvlogError } from "evlog";
@@ -45,10 +46,14 @@ function _resolveOwnerId(
 				return orgMember.userId;
 			}
 		} catch (error) {
+			if (error instanceof EvlogError) {
+				throw error;
+			}
 			captureError(error, {
 				message: "Failed to fetch workspace owner",
 				organizationId,
 			});
+			throw basketErrors.websiteLookupUnavailable();
 		}
 
 		return null;
@@ -198,11 +203,14 @@ const getWebsiteByIdWithOwnerCached = cacheable(
 			const ownerId = await _resolveOwnerId(website.organizationId);
 			return { ...website, ownerId };
 		} catch (error) {
+			if (error instanceof EvlogError) {
+				throw error;
+			}
 			captureError(error, {
 				message: "Failed to get website by ID from cache",
 				websiteId: id,
 			});
-			return null;
+			throw basketErrors.websiteLookupUnavailable();
 		}
 	},
 	{
@@ -233,11 +241,14 @@ export function getWebsiteByIdV2(id: string): Promise<WebsiteWithOwner | null> {
 		try {
 			return await getWebsiteByIdWithOwnerCached(id);
 		} catch (error) {
+			if (error instanceof EvlogError) {
+				throw error;
+			}
 			captureError(error, {
 				message: "Failed to get website by ID V2",
 				websiteId: id,
 			});
-			return null;
+			throw basketErrors.websiteLookupUnavailable();
 		}
 	});
 }
diff --git a/apps/basket/src/index.ts b/apps/basket/src/index.ts
index f87aaf056..185132900 100644
--- a/apps/basket/src/index.ts
+++ b/apps/basket/src/index.ts
@@ -98,16 +98,20 @@ const app = new Elysia()
 			set.headers["Access-Control-Allow-Credentials"] = "true";
 		}
 	})
-	.onError(function handleError({ error, code }) {
+	.onError(function handleError({ error, code, request, set }) {
 		if (code === "NOT_FOUND") {
 			return new Response(null, { status: 404 });
 		}
 
-		captureError(error);
+		const requestId =
+			request.headers.get("x-request-id") ?? crypto.randomUUID();
+		captureError(error, { requestId });
 
 		const { status, payload } = buildBasketErrorPayload(error, {
 			elysiaCode: code ?? "INTERNAL_SERVER_ERROR",
+			extra: { requestId },
 		});
+		set.headers["x-request-id"] = requestId;
 
 		return new Response(JSON.stringify(payload), {
 			status,
diff --git a/apps/basket/src/lib/request-validation-logic.test.ts b/apps/basket/src/lib/request-validation-logic.test.ts
index 7588d03c4..0ad882898 100644
--- a/apps/basket/src/lib/request-validation-logic.test.ts
+++ b/apps/basket/src/lib/request-validation-logic.test.ts
@@ -1,5 +1,6 @@
 import { vi, beforeEach, describe, expect, test } from "vitest";
 import { EvlogError } from "evlog";
+import { basketErrors } from "./structured-errors";
 
 const {
 	mockGetWebsiteByIdV2,
@@ -205,6 +206,22 @@ describe("validateRequest", () => {
 		}
 	});
 
+	test("website lookup outage remains retryable instead of becoming an invalid client ID", async () => {
+		mockGetWebsiteByIdV2.mockRejectedValue(
+			basketErrors.websiteLookupUnavailable()
+		);
+		try {
+			await validateRequest({}, { client_id: "ws_1" }, makeReq());
+			expect.unreachable("should have thrown");
+		} catch (error) {
+			expect(error).toBeInstanceOf(EvlogError);
+			expect((error as EvlogError).status).toBe(503);
+			expect((error as EvlogError).code).toBe(
+				basketErrors.websiteLookupUnavailable.code
+			);
+		}
+	});
+
 	test("billing always allows (no enforcement, just metering)", async () => {
 		mockCheckAutumnUsage.mockResolvedValue({ allowed: true });
 		const result = await validateRequest({}, { client_id: "ws_1" }, makeReq());
diff --git a/apps/basket/src/lib/structured-errors.test.ts b/apps/basket/src/lib/structured-errors.test.ts
index e7b185208..f68c883fa 100644
--- a/apps/basket/src/lib/structured-errors.test.ts
+++ b/apps/basket/src/lib/structured-errors.test.ts
@@ -24,6 +24,7 @@ describe("basketErrors", () => {
 		["ingestPayloadTooLarge", 413],
 		["ingestMissingClientId", 400],
 		["ingestInvalidClientId", 400],
+		["websiteLookupUnavailable", 503],
 		["ingestOriginNotAuthorized", 403],
 		["ingestIpNotAuthorized", 403],
 		["ingestWebsiteMissingOrganization", 400],
@@ -155,6 +156,20 @@ describe("buildBasketErrorPayload", () => {
 		expect(payload.success).toBe(false);
 		expect(payload.why).toBe("no id");
 		expect(payload.fix).toBe("add id");
+		expect(payload.retryable).toBe(false);
+	});
+
+	test("temporary dependency errors tell clients to retry", () => {
+		const { status, payload } = buildBasketErrorPayload(
+			basketErrors.websiteLookupUnavailable(),
+			{ extra: { requestId: "req_example" } }
+		);
+		expect(status).toBe(503);
+		expect(payload).toMatchObject({
+			code: basketErrors.websiteLookupUnavailable.code,
+			retryable: true,
+			requestId: "req_example",
+		});
 	});
 
 	test("5xx Error in production → hides message", () => {
diff --git a/apps/basket/src/lib/structured-errors.ts b/apps/basket/src/lib/structured-errors.ts
index 409cf90f9..c6dcdd2e2 100644
--- a/apps/basket/src/lib/structured-errors.ts
+++ b/apps/basket/src/lib/structured-errors.ts
@@ -86,6 +86,12 @@ export const basketErrorCatalog = defineErrorCatalog("basket", {
 		why: "The Client ID is unknown, inactive, or not found.",
 		fix: "Use the client ID from your site snippet and ensure the site is active.",
 	},
+	WEBSITE_LOOKUP_UNAVAILABLE: {
+		message: "Website lookup temporarily unavailable",
+		status: 503,
+		why: "The website configuration store could not be reached.",
+		fix: "Retry the same request after a short delay. Do not change a known-good client ID.",
+	},
 	INGEST_ORIGIN_NOT_AUTHORIZED: {
 		message: "Origin not authorized",
 		status: 403,
@@ -163,6 +169,7 @@ export const basketErrors = {
 	ingestPayloadTooLarge: basketErrorCatalog.INGEST_PAYLOAD_TOO_LARGE,
 	ingestMissingClientId: basketErrorCatalog.INGEST_MISSING_CLIENT_ID,
 	ingestInvalidClientId: basketErrorCatalog.INGEST_INVALID_CLIENT_ID,
+	websiteLookupUnavailable: basketErrorCatalog.WEBSITE_LOOKUP_UNAVAILABLE,
 	ingestOriginNotAuthorized: basketErrorCatalog.INGEST_ORIGIN_NOT_AUTHORIZED,
 	ingestIpNotAuthorized: basketErrorCatalog.INGEST_IP_NOT_AUTHORIZED,
 	ingestWebsiteMissingOrganization:
@@ -241,6 +248,11 @@ export function buildBasketErrorPayload(
 		error: safeClientError,
 		message: safeClientError,
 		code: codeString,
+		retryable:
+			statusCode === 408 ||
+			statusCode === 425 ||
+			statusCode === 429 ||
+			statusCode >= 500,
 		...options.extra,
 	};
 

From ea7083dbbb75f93a9e92ad57538bdf6516ff8542 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:05:24 +0300
Subject: [PATCH 088/129] fix(links): preserve redirect destinations exactly

---
 apps/links/src/routes/redirect.test.ts |  3 ++-
 apps/links/src/routes/redirect.ts      | 12 ++++++-----
 apps/links/src/utils/url.test.ts       | 28 --------------------------
 apps/links/src/utils/url.ts            |  5 -----
 4 files changed, 9 insertions(+), 39 deletions(-)
 delete mode 100644 apps/links/src/utils/url.test.ts
 delete mode 100644 apps/links/src/utils/url.ts

diff --git a/apps/links/src/routes/redirect.test.ts b/apps/links/src/routes/redirect.test.ts
index 2f776e7b2..c1deb0278 100644
--- a/apps/links/src/routes/redirect.test.ts
+++ b/apps/links/src/routes/redirect.test.ts
@@ -201,10 +201,11 @@ describe("redirect route logic", () => {
     expect(formatted).toBe("2025-01-16 10:30:45.123");
   });
 
-  test("302 redirect preserves target URL", () => {
+  test("302 redirect preserves the target URL without adding attribution parameters", () => {
     for (const url of [
       "https://example.com/path?query=value#hash",
       "https://example.com/path?utm_source=test&utm_medium=link",
+      "https://example.com/path?ref=publisher",
     ]) {
       expect(Response.redirect(url, 302).headers.get("location")).toBe(url);
     }
diff --git a/apps/links/src/routes/redirect.ts b/apps/links/src/routes/redirect.ts
index f70b59603..f1ecfa115 100644
--- a/apps/links/src/routes/redirect.ts
+++ b/apps/links/src/routes/redirect.ts
@@ -17,7 +17,6 @@ import { UAParser } from "ua-parser-js";
 import { captureError, mergeWideEvent, record } from "../lib/logging";
 import { sendLinkVisit } from "../lib/producer";
 import { extractIp, getGeo } from "../utils/geo";
-import { appendRef } from "../utils/url";
 
 const EXPIRED_URL = `${config.urls.dashboard}/dby/expired`;
 const NOT_FOUND_URL = `${config.urls.dashboard}/dby/not-found`;
@@ -346,10 +345,14 @@ export const redirectRoute = new Elysia().get(
 		const t0 = performance.now();
 		const { slug } = params;
 
-		if (IGNORED_SLUGS.has(slug) || !SLUG_RE.test(slug)) {
+		if (IGNORED_SLUGS.has(slug)) {
 			set.status = 404;
 			return;
 		}
+		if (!SLUG_RE.test(slug)) {
+			set.headers = { "Cache-Control": "private, no-store" };
+			return redirect(NOT_FOUND_URL, 302);
+		}
 		const ip = extractIp(request);
 		const ipHash = hashIp(ip);
 		const ev: Record<string, string | number | boolean> = { link_slug: slug };
@@ -413,8 +416,7 @@ export const redirectRoute = new Elysia().get(
 			}
 		}
 
-		const attributedUrl = appendRef(targetUrl, link.id);
-		const etag = generateETag(link, attributedUrl);
+		const etag = generateETag(link, targetUrl);
 
 		if (request.headers.get("if-none-match") === etag) {
 			emit("not_modified");
@@ -433,7 +435,7 @@ export const redirectRoute = new Elysia().get(
 			"Cache-Control": "private, no-cache",
 			ETag: etag,
 		};
-		return redirect(attributedUrl, 302);
+		return redirect(targetUrl, 302);
 	},
 	{ params: t.Object({ slug: t.String() }) }
 );
diff --git a/apps/links/src/utils/url.test.ts b/apps/links/src/utils/url.test.ts
deleted file mode 100644
index 9f6a10819..000000000
--- a/apps/links/src/utils/url.test.ts
+++ /dev/null
@@ -1,28 +0,0 @@
-import { describe, expect, test } from "bun:test";
-import { appendRef } from "./url";
-
-describe("appendRef", () => {
-	test("adds ref to URLs without existing query params", () => {
-		expect(appendRef("https://example.com/path", "link_123")).toBe(
-			"https://example.com/path?ref=link_123"
-		);
-	});
-
-	test("preserves existing query params", () => {
-		expect(appendRef("https://example.com/path?utm_source=x", "link_123")).toBe(
-			"https://example.com/path?utm_source=x&ref=link_123"
-		);
-	});
-
-	test("preserves hash fragments after the query string", () => {
-		expect(appendRef("https://example.com/path#section", "link_123")).toBe(
-			"https://example.com/path?ref=link_123#section"
-		);
-	});
-
-	test("replaces an existing ref value", () => {
-		expect(appendRef("https://example.com/path?ref=old", "new/link")).toBe(
-			"https://example.com/path?ref=new%2Flink"
-		);
-	});
-});
diff --git a/apps/links/src/utils/url.ts b/apps/links/src/utils/url.ts
deleted file mode 100644
index 15cf8d1e4..000000000
--- a/apps/links/src/utils/url.ts
+++ /dev/null
@@ -1,5 +0,0 @@
-export function appendRef(url: string, linkId: string): string {
-	const parsed = new URL(url);
-	parsed.searchParams.set("ref", linkId);
-	return parsed.toString();
-}

From 7d8c426da5ca7f70849f7c4477ff55824a47686e Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:05:45 +0300
Subject: [PATCH 089/129] fix(slack): clarify setup and interrupted responses

---
 apps/slack/slack-app-manifest.json        |  2 +-
 apps/slack/src/agent/agent-client.test.ts |  2 +-
 apps/slack/src/slack/listeners.ts         |  7 +++++++
 apps/slack/src/slack/messages.ts          | 17 ++++++++++-------
 apps/slack/src/slack/respond.test.ts      | 10 ++++++----
 apps/slack/src/slack/respond.ts           |  6 ++++--
 apps/slack/src/slack/slash-commands.ts    |  2 +-
 7 files changed, 30 insertions(+), 16 deletions(-)

diff --git a/apps/slack/slack-app-manifest.json b/apps/slack/slack-app-manifest.json
index 8466f70e3..4f85ba499 100644
--- a/apps/slack/slack-app-manifest.json
+++ b/apps/slack/slack-app-manifest.json
@@ -32,7 +32,7 @@
     },
     "slash_commands": [
       {
-        "command": "/bind",
+        "command": "/databuddy-bind",
         "description": "Approve this channel for Databuddy answers.",
         "usage_hint": "Use when automatic channel approval is unavailable.",
         "should_escape": true
diff --git a/apps/slack/src/agent/agent-client.test.ts b/apps/slack/src/agent/agent-client.test.ts
index d04c00738..7ddb57cc0 100644
--- a/apps/slack/src/agent/agent-client.test.ts
+++ b/apps/slack/src/agent/agent-client.test.ts
@@ -236,7 +236,7 @@ describe("Databuddy Slack agent client", () => {
 		});
 
 		expect(answer).toBe(
-			"I'm not connected to this Slack workspace yet. Connect Slack in Databuddy organization settings, then mention `@Databuddy` again."
+			"I'm not connected to this Slack workspace yet. Connect Slack in Organization settings → Integrations, then mention `@Databuddy` again."
 		);
 	});
 });
diff --git a/apps/slack/src/slack/listeners.ts b/apps/slack/src/slack/listeners.ts
index 25ee5fda5..41d79dd4f 100644
--- a/apps/slack/src/slack/listeners.ts
+++ b/apps/slack/src/slack/listeners.ts
@@ -368,6 +368,13 @@ function registerSlackCommands(
 		}
 	);
 
+	app.command("/databuddy-bind", async ({ ack, command, logger, respond }) => {
+		await ack();
+		await respondToBindCommand({ command, installations, logger, respond });
+	});
+
+	// Keep the original command working for existing installations while new
+	// manifests use the namespaced command.
 	app.command("/bind", async ({ ack, command, logger, respond }) => {
 		await ack();
 		await respondToBindCommand({ command, installations, logger, respond });
diff --git a/apps/slack/src/slack/messages.ts b/apps/slack/src/slack/messages.ts
index c2793faea..391166217 100644
--- a/apps/slack/src/slack/messages.ts
+++ b/apps/slack/src/slack/messages.ts
@@ -17,7 +17,7 @@ export const SLACK_SUGGESTED_PROMPTS = [
 
 export const SLACK_COPY = {
 	agentFailure:
-		"I hit a snag before I could answer. Try again in a moment; if it keeps happening, reconnect Slack from Databuddy settings.",
+		"I couldn't finish that response. Try again in a moment. If it keeps happening, contact your Databuddy organization admin.",
 	agentRestarted:
 		"I was restarted before I could finish. Mention me again and I'll take another look.",
 	agentTimeout:
@@ -26,31 +26,34 @@ export const SLACK_COPY = {
 		"I'm in. Ask me about traffic, pages, referrers, conversions, campaigns, links, flags, or product usage.",
 	autoBindSuccess: "Ready here.",
 	bindFailure:
-		"I couldn't connect this channel. Make sure Slack is connected in Databuddy settings, then try `/bind` again.",
+		"I couldn't approve this channel. Check Organization settings → Integrations, then try `/databuddy-bind` again.",
 	bindSuccess: "*Ready here.* Mention `@Databuddy` or DM me with a question.",
 	channelNotBound:
-		"This channel isn't approved for Databuddy yet. Mention `@Databuddy` with a question to connect it, or run `/bind`.",
+		"This channel isn't approved for Databuddy yet. Mention `@Databuddy` with a question to connect it, or run `/databuddy-bind`.",
 	emptyMention:
 		"I'm here. Ask after the mention, like `@Databuddy what changed this week?`",
 	help: [
 		"*Databuddy in Slack*",
 		"Mention `@Databuddy`, DM me, or use the Slack assistant to ask about traffic, pages, referrers, conversions, campaigns, links, flags, and product usage.",
+		"Databuddy reads messages in approved channels and DMs to understand the current question and thread. Answers posted in a channel are visible to that channel's members.",
 		"Channels usually connect on first mention from the workspace where Databuddy is installed. Slack Connect may need approval from the installed side, or Databuddy connected in both workspaces.",
-		"Commands: `/databuddy-status`, `/databuddy-help`, `/bind`.",
+		"Commands: `/databuddy-status`, `/databuddy-help`, `/databuddy-bind`.",
 	].join("\n\n"),
 	slackConnectExternalUser:
 		"Almost there: I'm only installed on the other side of this Slack Connect channel, so I can't answer you here yet.\n\nAsk that side to approve the channel, or connect Databuddy in your own workspace. No analytics were shared.",
 	slackConnectNeedsBind:
-		"Almost there: this Slack Connect channel needs approval from the workspace where Databuddy is installed. Ask someone on that side to mention me here, or run `/bind` from that workspace.",
+		"Almost there: this Slack Connect channel needs approval from the workspace where Databuddy is installed. Ask someone on that side to mention me here, or run `/databuddy-bind` from that workspace.",
 	missingTeam:
 		"I couldn't tell which Slack workspace sent this. Try again from a regular channel or DM.",
 	missingWorkspace:
-		"I'm not connected to this Slack workspace yet. Connect Slack in Databuddy organization settings, then mention `@Databuddy` again.",
+		"I'm not connected to this Slack workspace yet. Connect Slack in Organization settings → Integrations, then mention `@Databuddy` again.",
 	missingSlackScopes:
 		"I'm missing a Slack permission in this workspace. Reconnect Slack from Databuddy settings so the new scopes are granted, then try again.",
 	noAnswer:
-		"I reached Databuddy, but no answer came back. Try a narrower question, like `traffic for the last 7 days`.",
+		"I didn't get a usable result. Try again, or ask something specific like `traffic for the last 7 days`.",
 	processingReaction: "rabbit",
+	responseInterrupted:
+		"Response interrupted. The information above may be incomplete. Try again before acting on it.",
 	streamOpening: "Thinking...",
 	statusConnected: "*Workspace connected.*",
 	statusFailure:
diff --git a/apps/slack/src/slack/respond.test.ts b/apps/slack/src/slack/respond.test.ts
index e344c35f2..5b7a08500 100644
--- a/apps/slack/src/slack/respond.test.ts
+++ b/apps/slack/src/slack/respond.test.ts
@@ -147,7 +147,7 @@ describe("Databuddy Slack response streaming", () => {
 		]);
 	});
 
-	it("does not append a failure message after a partial answer streamed", async () => {
+	it("marks a partial answer as interrupted when streaming fails", async () => {
 		const { calls, client } = createStreamClient();
 		const agent: Pick<DatabuddyAgentClient, "stream"> = {
 			async *stream() {
@@ -167,7 +167,9 @@ describe("Databuddy Slack response streaming", () => {
 		expect(result).toMatchObject({ ok: false, streamed: true });
 
 		const stopCall = calls.find((c) => c.method === "chat.stopStream");
-		expect(stopCall?.options).not.toHaveProperty("markdown_text");
+		expect(getChunkText(stopCall?.options)).toBe(
+			SLACK_COPY.responseInterrupted
+		);
 		expect(JSON.stringify(calls)).not.toContain(SLACK_COPY.agentFailure);
 	});
 
@@ -178,7 +180,7 @@ describe("Databuddy Slack response streaming", () => {
 				throw new DatabuddyAgentUserError({
 					code: "agent_credits_exhausted",
 					message:
-						"You're out of Databunny credits this month. Upgrade or wait for the monthly reset.",
+						"You've used your Databunny allowance for this month. Add more usage, upgrade, or wait for the monthly reset.",
 				});
 			},
 		};
@@ -206,7 +208,7 @@ describe("Databuddy Slack response streaming", () => {
 
 		const stopCall = calls.find((c) => c.method === "chat.stopStream");
 		expect(getChunkText(stopCall?.options)).toBe(
-			"You're out of Databunny credits this month. Upgrade or wait for the monthly reset.",
+			"You've used your Databunny allowance for this month. Add more usage, upgrade, or wait for the monthly reset.",
 		);
 	});
 
diff --git a/apps/slack/src/slack/respond.ts b/apps/slack/src/slack/respond.ts
index 80af89b17..771e4bead 100644
--- a/apps/slack/src/slack/respond.ts
+++ b/apps/slack/src/slack/respond.ts
@@ -525,7 +525,7 @@ async function recoverFromError({
 			streamTs,
 			pending,
 			logger,
-			partialText ? undefined : failureText
+			partialText ? SLACK_COPY.responseInterrupted : failureText
 		);
 		return {
 			answerChars: partialText.length,
@@ -537,7 +537,9 @@ async function recoverFromError({
 	}
 
 	const response = await say({
-		text: partialText || failureText,
+		text: partialText
+			? `${partialText}\n\n${SLACK_COPY.responseInterrupted}`
+			: failureText,
 		thread_ts: run.threadTs,
 	});
 	return {
diff --git a/apps/slack/src/slack/slash-commands.ts b/apps/slack/src/slack/slash-commands.ts
index 92183beab..77eb9a295 100644
--- a/apps/slack/src/slack/slash-commands.ts
+++ b/apps/slack/src/slack/slash-commands.ts
@@ -20,7 +20,7 @@ export async function respondToBindCommand({
 }): Promise<void> {
 	const eventLog = createSlackEventLog({
 		slack_channel_id: command.channel_id,
-		slack_command: "/bind",
+		slack_command: command.command || "/databuddy-bind",
 		slack_event: "slash_command",
 		slack_team_id: command.team_id,
 		slack_user_id: command.user_id,

From 9918e3fd4f4f7560d9f09d1c56d8d70c189faf65 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:05:57 +0300
Subject: [PATCH 090/129] fix(status): distinguish stale and unknown health

---
 .../_components/monitor-card-interactive.tsx  |  53 ++++++--
 .../app/[slug]/_components/status-page.tsx    |  13 +-
 apps/status/app/[slug]/opengraph-image.tsx    |  41 +++++-
 apps/status/app/[slug]/page.tsx               |  17 ++-
 apps/status/app/error.tsx                     |   6 +-
 .../src/routers/status-page-health.test.ts    |  78 +++++++++++
 .../rpc/src/routers/status-page-health.ts     | 128 ++++++++++++++++++
 packages/rpc/src/routers/status-page.ts       |  93 +++++--------
 8 files changed, 347 insertions(+), 82 deletions(-)
 create mode 100644 packages/rpc/src/routers/status-page-health.test.ts
 create mode 100644 packages/rpc/src/routers/status-page-health.ts

diff --git a/apps/status/app/[slug]/_components/monitor-card-interactive.tsx b/apps/status/app/[slug]/_components/monitor-card-interactive.tsx
index c5181b594..3035ddf5e 100644
--- a/apps/status/app/[slug]/_components/monitor-card-interactive.tsx
+++ b/apps/status/app/[slug]/_components/monitor-card-interactive.tsx
@@ -1,20 +1,32 @@
 "use client";
 
 import { useId, useMemo, useState } from "react";
-import { cn } from "@databuddy/ui";
+import { cn, StatusDot } from "@databuddy/ui";
 import { CaretDownIcon } from "@databuddy/ui/icons";
 import {
 	type MonitorDailyData,
 	MonitorRowInteractive,
 } from "./monitor-row-interactive";
 
+const LAST_CHECK_FORMATTER = new Intl.DateTimeFormat("en-US", {
+	day: "numeric",
+	hour: "numeric",
+	minute: "2-digit",
+	month: "short",
+	timeZone: "UTC",
+	timeZoneName: "short",
+});
+
 export interface MonitorCardInteractiveProps {
 	anchorId: string;
 	dailyData: MonitorDailyData;
 	days: number;
 	domain?: string;
+	freshness: "fresh" | "stale" | "unknown";
 	id: string;
+	lastCheckedAt: string | null;
 	name: string;
+	status: "up" | "down" | "degraded" | "unknown";
 	uptimePercentage?: number;
 }
 
@@ -34,7 +46,10 @@ export function MonitorCardInteractive({
 	days,
 	domain,
 	id,
+	lastCheckedAt,
 	name,
+	status,
+	freshness,
 	uptimePercentage,
 }: MonitorCardInteractiveProps) {
 	const [isOpen, setIsOpen] = useState(true);
@@ -46,6 +61,18 @@ export function MonitorCardInteractive({
 			),
 		[dailyData]
 	);
+	const statusConfig = {
+		up: { label: "Operational", color: "success" as const },
+		degraded: { label: "Degraded", color: "warning" as const },
+		down: { label: "Down", color: "destructive" as const },
+		unknown: {
+			label: freshness === "stale" ? "Data stale" : "Status unknown",
+			color: "muted" as const,
+		},
+	}[status];
+	const checkedLabel = lastCheckedAt
+		? `Last checked ${LAST_CHECK_FORMATTER.format(new Date(lastCheckedAt))}`
+		: "No completed checks";
 
 	return (
 		<div
@@ -69,15 +96,21 @@ export function MonitorCardInteractive({
 					/>
 				</div>
 				<div className="flex min-w-0 flex-1 items-center gap-3">
-					<span className="min-w-0 flex-1 truncate font-semibold text-sm leading-[1.2] sm:text-base">
-						<span>{name}</span>
-						{domain && (
-							<span className="font-normal text-muted-foreground">
-								{" "}
-								({domain})
-							</span>
-						)}
-					</span>
+					<div className="min-w-0 flex-1">
+						<span className="block truncate font-semibold text-sm leading-[1.2] sm:text-base">
+							{name}
+							{domain && (
+								<span className="font-normal text-muted-foreground">
+									{" "}
+									({domain})
+								</span>
+							)}
+						</span>
+						<span className="mt-1 flex items-center gap-1.5 text-muted-foreground text-xs">
+							<StatusDot color={statusConfig.color} size="sm" />
+							{statusConfig.label} · {checkedLabel}
+						</span>
+					</div>
 					{uptimePercentage !== undefined && (
 						<span
 							className={cn(
diff --git a/apps/status/app/[slug]/_components/status-page.tsx b/apps/status/app/[slug]/_components/status-page.tsx
index b760e6a2c..7000eb3db 100644
--- a/apps/status/app/[slug]/_components/status-page.tsx
+++ b/apps/status/app/[slug]/_components/status-page.tsx
@@ -65,6 +65,17 @@ const STATUS_CONFIG = {
 		lineClass: "bg-[#e1282a] dark:bg-[#cf6675]",
 		textClass: "text-[#915a5a] dark:text-[#ee9b9b]",
 	},
+	unknown: {
+		title: "Status Unavailable",
+		shortLabel: "Unknown",
+		description:
+			"We don't have enough recent monitoring data to confirm service health.",
+		sectionClass:
+			"border-border/70 bg-muted/40 dark:border-border dark:bg-muted/25",
+		headerClass: "bg-muted text-foreground",
+		lineClass: "bg-muted-foreground/50",
+		textClass: "text-muted-foreground",
+	},
 } as const;
 
 function pluralize(count: number, singular: string, plural = `${singular}s`) {
@@ -75,7 +86,7 @@ interface StatusHeaderProps {
 	activeIncidentCount: number;
 	className?: string;
 	description?: string;
-	status: "operational" | "degraded" | "outage";
+	status: "operational" | "degraded" | "outage" | "unknown";
 }
 
 function StatusHeader({
diff --git a/apps/status/app/[slug]/opengraph-image.tsx b/apps/status/app/[slug]/opengraph-image.tsx
index bb4c98bdd..d595d4a9b 100644
--- a/apps/status/app/[slug]/opengraph-image.tsx
+++ b/apps/status/app/[slug]/opengraph-image.tsx
@@ -39,10 +39,17 @@ const STATUS_BANNER: Record<
 		text: "#f87171",
 		label: "Major System Outage",
 	},
+	unknown: {
+		bg: "rgba(163, 164, 171, 0.1)",
+		border: "rgba(163, 164, 171, 0.25)",
+		text: "#a3a4ab",
+		label: "Status Unavailable",
+	},
 };
 
 const MONITOR_STATUS_COLORS: Record<string, string> = {
 	up: "#10b981",
+	degraded: "#f59e0b",
 	down: "#ef4444",
 	unknown: "#a3a4ab",
 };
@@ -80,8 +87,8 @@ export default async function OGImage({
 		.catch(() => null);
 
 	const pageName = data?.statusPage.name || "Status Page";
-	const status = data?.overallStatus ?? "operational";
-	const banner = STATUS_BANNER[status] ?? STATUS_BANNER.operational;
+	const status = data?.overallStatus ?? "unknown";
+	const banner = STATUS_BANNER[status] ?? STATUS_BANNER.unknown;
 	const monitors = data?.monitors.slice(0, MAX_MONITORS) ?? [];
 	const totalMonitors = data?.monitors.length ?? 0;
 
@@ -157,6 +164,15 @@ export default async function OGImage({
 							strokeWidth="2.5"
 						/>
 					)}
+					{status === "unknown" && (
+						<path
+							d="M12 7v6M12 16v1"
+							fill="none"
+							stroke={THEME.background}
+							strokeLinecap="round"
+							strokeWidth="2.5"
+						/>
+					)}
 				</svg>
 				<span style={{ color: banner.text, fontSize: "16px", fontWeight: 600 }}>
 					{banner.label}
@@ -225,7 +241,7 @@ export default async function OGImage({
 													strokeLinecap="round"
 													strokeWidth="2.5"
 												/>
-											) : (
+											) : monitorStatus === "up" ? (
 												<path
 													d="M7 12.5l3 3 7-7"
 													fill="none"
@@ -234,6 +250,14 @@ export default async function OGImage({
 													strokeLinejoin="round"
 													strokeWidth="2.5"
 												/>
+											) : (
+												<path
+													d="M12 7v6M12 16v1"
+													fill="none"
+													stroke={THEME.background}
+													strokeLinecap="round"
+													strokeWidth="2.5"
+												/>
 											)}
 										</svg>
 										<div style={{ display: "flex", flexDirection: "column" }}>
@@ -264,7 +288,9 @@ export default async function OGImage({
 											fontFamily: "monospace",
 										}}
 									>
-										{monitor.uptimePercentage?.toFixed(2) ?? "0.00"}%
+										{monitor.uptimePercentage == null
+											? "No uptime data"
+											: `${monitor.uptimePercentage.toFixed(2)}%`}
 									</span>
 								</div>
 
@@ -274,9 +300,10 @@ export default async function OGImage({
 											key={day.date}
 											style={{
 												flex: 1,
-												backgroundColor: getBarColor(
-													day.uptime_percentage ?? 0
-												),
+												backgroundColor:
+													day.uptime_percentage == null
+														? THEME.secondary
+														: getBarColor(day.uptime_percentage),
 												borderRadius: "2px",
 											}}
 										/>
diff --git a/apps/status/app/[slug]/page.tsx b/apps/status/app/[slug]/page.tsx
index 8043575ba..51bf99efe 100644
--- a/apps/status/app/[slug]/page.tsx
+++ b/apps/status/app/[slug]/page.tsx
@@ -16,7 +16,19 @@ interface StatusPageProps {
 const DAYS = 90;
 
 async function getStatusData(slug: string) {
-	return rpcClient.statusPage.getBySlug({ slug, days: DAYS }).catch(() => null);
+	try {
+		return await rpcClient.statusPage.getBySlug({ slug, days: DAYS });
+	} catch (error) {
+		if (
+			error &&
+			typeof error === "object" &&
+			"code" in error &&
+			error.code === "NOT_FOUND"
+		) {
+			return null;
+		}
+		throw error;
+	}
 }
 
 function slugify(text: string): string {
@@ -190,7 +202,10 @@ export default async function StatusPage({ params }: StatusPageProps) {
 										domain={monitor.domain ?? undefined}
 										id={monitor.id}
 										key={monitor.id}
+										lastCheckedAt={monitor.lastCheckedAt}
 										name={monitor.name}
+										freshness={monitor.freshness}
+										status={monitor.currentStatus}
 										uptimePercentage={monitor.uptimePercentage ?? undefined}
 									/>
 								))}
diff --git a/apps/status/app/error.tsx b/apps/status/app/error.tsx
index d105714c2..27eb51975 100644
--- a/apps/status/app/error.tsx
+++ b/apps/status/app/error.tsx
@@ -20,10 +20,10 @@ export default function ErrorPage({
 	return (
 		<StatusErrorShell
 			action={<StatusRetryButton onClick={reset} />}
-			code="500"
-			description="Our bunny tripped over a wire. Let's try that again."
+			code="503"
+			description="Current monitor data could not be loaded. Try again in a moment."
 			detail={error.digest}
-			title="Something went wrong"
+			title="Status unavailable"
 		/>
 	);
 }
diff --git a/packages/rpc/src/routers/status-page-health.test.ts b/packages/rpc/src/routers/status-page-health.test.ts
new file mode 100644
index 000000000..307ebb884
--- /dev/null
+++ b/packages/rpc/src/routers/status-page-health.test.ts
@@ -0,0 +1,78 @@
+import { describe, expect, it } from "bun:test";
+import {
+	deriveMonitorFreshness,
+	deriveMonitorStatus,
+	deriveOverallStatus,
+} from "./status-page-health";
+
+describe("status page health", () => {
+	const now = Date.parse("2026-07-11T12:00:00Z");
+
+	it("marks missing, invalid, and overdue checks as uncertain", () => {
+		expect(deriveMonitorFreshness(null, "minute", now)).toBe("unknown");
+		expect(deriveMonitorFreshness("not-a-date", "minute", now)).toBe(
+			"unknown"
+		);
+		expect(
+			deriveMonitorFreshness("2026-07-11 11:50:00", "minute", now)
+		).toBe("stale");
+	});
+
+	it("uses the monitor cadence when deciding freshness", () => {
+		expect(
+			deriveMonitorFreshness("2026-07-11 11:56:00", "minute", now)
+		).toBe("fresh");
+		expect(
+			deriveMonitorFreshness("2026-07-11 09:30:00", "hour", now)
+		).toBe("fresh");
+		expect(
+			deriveMonitorFreshness("2026-07-11 08:30:00", "hour", now)
+		).toBe("stale");
+	});
+
+	it("never reports a stale successful check as up", () => {
+		expect(
+			deriveMonitorStatus({
+				lastStatus: 1,
+				lastHttpCode: 200,
+				freshness: "stale",
+			})
+		).toBe("unknown");
+	});
+
+	it("does not report empty or uncertain monitor sets as operational", () => {
+		expect(deriveOverallStatus([])).toBe("unknown");
+		expect(
+			deriveOverallStatus([
+				{ currentStatus: "unknown", freshness: "unknown" },
+			])
+		).toBe("unknown");
+		expect(
+			deriveOverallStatus([
+				{ currentStatus: "up", freshness: "fresh" },
+				{ currentStatus: "unknown", freshness: "stale" },
+			])
+		).toBe("unknown");
+	});
+
+	it("keeps known incidents authoritative", () => {
+		expect(
+			deriveOverallStatus([], [
+				{
+					status: "investigating",
+					severity: "critical",
+					affectedMonitors: [],
+				},
+			])
+		).toBe("outage");
+	});
+
+	it("only reports operational when every monitor is freshly up", () => {
+		expect(
+			deriveOverallStatus([
+				{ currentStatus: "up", freshness: "fresh" },
+				{ currentStatus: "up", freshness: "fresh" },
+			])
+		).toBe("operational");
+	});
+});
diff --git a/packages/rpc/src/routers/status-page-health.ts b/packages/rpc/src/routers/status-page-health.ts
new file mode 100644
index 000000000..7ee0d18d6
--- /dev/null
+++ b/packages/rpc/src/routers/status-page-health.ts
@@ -0,0 +1,128 @@
+export type MonitorStatus = "up" | "down" | "degraded" | "unknown";
+export type MonitorFreshness = "fresh" | "stale" | "unknown";
+export type OverallStatus = "operational" | "degraded" | "outage" | "unknown";
+
+const GRANULARITY_MS: Record<string, number> = {
+	minute: 60_000,
+	five_minutes: 5 * 60_000,
+	ten_minutes: 10 * 60_000,
+	thirty_minutes: 30 * 60_000,
+	hour: 60 * 60_000,
+	six_hours: 6 * 60 * 60_000,
+	twelve_hours: 12 * 60 * 60_000,
+	day: 24 * 60 * 60_000,
+};
+
+function parseCheckTimestamp(value: string): number {
+	const normalized = value.includes("T")
+		? value
+		: `${value.replace(" ", "T")}Z`;
+	return Date.parse(normalized);
+}
+
+export function normalizeCheckTimestamp(value: string | null): string | null {
+	if (!value) {
+		return null;
+	}
+	const timestamp = parseCheckTimestamp(value);
+	return Number.isFinite(timestamp) ? new Date(timestamp).toISOString() : null;
+}
+
+export function deriveMonitorFreshness(
+	lastCheckedAt: string | null,
+	granularity: string,
+	now = Date.now()
+): MonitorFreshness {
+	if (!lastCheckedAt) {
+		return "unknown";
+	}
+
+	const checkedAt = parseCheckTimestamp(lastCheckedAt);
+	const interval = GRANULARITY_MS[granularity];
+	if (!(Number.isFinite(checkedAt) && interval)) {
+		return "unknown";
+	}
+
+	const staleAfter = Math.max(interval * 3, 5 * 60_000);
+	return now - checkedAt <= staleAfter ? "fresh" : "stale";
+}
+
+export function deriveMonitorStatus({
+	lastStatus,
+	lastHttpCode,
+	freshness,
+}: {
+	lastStatus: number | null;
+	lastHttpCode: number | null;
+	freshness: MonitorFreshness;
+}): MonitorStatus {
+	if (freshness !== "fresh") {
+		return "unknown";
+	}
+	if (lastStatus === 1) {
+		return "up";
+	}
+	if (lastStatus !== 0) {
+		return "unknown";
+	}
+	if (lastHttpCode != null && lastHttpCode > 0 && lastHttpCode < 500) {
+		return "degraded";
+	}
+	return "down";
+}
+
+export function deriveOverallStatus(
+	monitors: Array<{
+		currentStatus: MonitorStatus;
+		freshness: MonitorFreshness;
+	}>,
+	incidents: Array<{
+		status: string;
+		severity: string;
+		affectedMonitors: { impact: string }[];
+	}> = []
+): OverallStatus {
+	const activeIncidents = incidents.filter(
+		(incident) => incident.status !== "resolved"
+	);
+
+	if (activeIncidents.some((incident) => incident.severity === "critical")) {
+		return "outage";
+	}
+	if (
+		activeIncidents.some((incident) =>
+			incident.affectedMonitors.some((monitor) => monitor.impact === "down")
+		)
+	) {
+		return "outage";
+	}
+	if (activeIncidents.length > 0) {
+		return "degraded";
+	}
+
+	if (monitors.length === 0) {
+		return "unknown";
+	}
+
+	const down = monitors.filter(
+		(monitor) => monitor.currentStatus === "down"
+	).length;
+	if (down === monitors.length) {
+		return "outage";
+	}
+	if (down > 0) {
+		return "degraded";
+	}
+	if (monitors.some((monitor) => monitor.currentStatus === "degraded")) {
+		return "degraded";
+	}
+	if (
+		monitors.some(
+			(monitor) =>
+				monitor.currentStatus === "unknown" || monitor.freshness !== "fresh"
+		)
+	) {
+		return "unknown";
+	}
+	return "operational";
+}
diff --git a/packages/rpc/src/routers/status-page.ts b/packages/rpc/src/routers/status-page.ts
index 55fa1fa9f..e9e762d09 100644
--- a/packages/rpc/src/routers/status-page.ts
+++ b/packages/rpc/src/routers/status-page.ts
@@ -22,6 +22,14 @@ import { setTrackProperties } from "../middleware/track-mutation";
 import { protectedProcedure, publicProcedure, trackedProcedure } from "../orpc";
 import { authorizeTransfer, withResource } from "../procedures/with-resource";
 import { withWorkspace } from "../procedures/with-workspace";
+import {
+	deriveMonitorFreshness,
+	deriveMonitorStatus,
+	deriveOverallStatus,
+	normalizeCheckTimestamp,
+	type MonitorFreshness,
+	type MonitorStatus,
+} from "./status-page-health";
 
 const UPTIME_TABLE = "uptime.uptime_monitor";
 
@@ -92,6 +100,7 @@ const monitorSchema = z.object({
 	name: z.string(),
 	domain: z.string().optional(),
 	currentStatus: z.enum(["up", "down", "degraded", "unknown"]),
+	freshness: z.enum(["fresh", "stale", "unknown"]),
 	uptimePercentage: z.number().optional(),
 	dailyData: z.array(dailyUptimeSchema),
 	lastCheckedAt: z.string().nullable(),
@@ -152,7 +161,7 @@ const statusPageOutputSchema = z.object({
 			description: z.string().nullable(),
 		})
 		.merge(statusPageCustomizationSchema),
-	overallStatus: z.enum(["operational", "degraded", "outage"]),
+	overallStatus: z.enum(["operational", "degraded", "outage", "unknown"]),
 	monitors: z.array(monitorSchema),
 	incidents: z.array(incidentSchema),
 });
@@ -179,51 +188,6 @@ async function listPublicStatusPageSitemapEntries() {
 	}));
 }
 
-function deriveOverallStatus(
-	monitors: { currentStatus: "up" | "down" | "degraded" | "unknown" }[],
-	incidents: {
-		status: string;
-		severity: string;
-		affectedMonitors: { impact: string }[];
-	}[] = []
-): "operational" | "degraded" | "outage" {
-	const activeIncidents = incidents.filter(
-		(incident) => incident.status !== "resolved"
-	);
-
-	if (activeIncidents.some((i) => i.severity === "critical")) {
-		return "outage";
-	}
-	if (
-		activeIncidents.some((i) =>
-			i.affectedMonitors.some((m) => m.impact === "down")
-		)
-	) {
-		return "outage";
-	}
-	if (activeIncidents.length > 0) {
-		return "degraded";
-	}
-
-	if (monitors.length === 0) {
-		return "operational";
-	}
-	const hasDown = monitors.some((m) => m.currentStatus === "down");
-	const allDown = monitors.every((m) => m.currentStatus === "down");
-
-	if (allDown) {
-		return "outage";
-	}
-	if (hasDown) {
-		return "degraded";
-	}
-	const hasDegraded = monitors.some((m) => m.currentStatus === "degraded");
-	if (hasDegraded) {
-		return "degraded";
-	}
-	return "operational";
-}
-
 interface DailyRow {
 	avg_response_time: number;
 	date: string;
@@ -326,6 +290,7 @@ async function _fetchStatusPageData(
 			websiteId: uptimeSchedules.websiteId,
 			scheduleName: uptimeSchedules.name,
 			scheduleUrl: uptimeSchedules.url,
+			granularity: uptimeSchedules.granularity,
 			monitorDisplayName: statusPageMonitors.displayName,
 			hideUrl: statusPageMonitors.hideUrl,
 			hideUptimePercentage: statusPageMonitors.hideUptimePercentage,
@@ -367,7 +332,7 @@ async function _fetchStatusPageData(
 	};
 
 	const schedules = rows.flatMap((r) => {
-		if (!(r.scheduleId && r.scheduleUrl)) {
+		if (!(r.scheduleId && r.scheduleUrl && r.granularity)) {
 			return [];
 		}
 		return [
@@ -377,6 +342,7 @@ async function _fetchStatusPageData(
 				displayName: r.monitorDisplayName,
 				name: r.scheduleName,
 				url: r.scheduleUrl,
+				granularity: r.granularity,
 				hideUrl: r.hideUrl ?? false,
 				hideUptimePercentage: r.hideUptimePercentage ?? false,
 				hideLatency: r.hideLatency ?? false,
@@ -446,16 +412,19 @@ async function _fetchStatusPageData(
 			: undefined;
 		const dailyData = dailyBySite.get(siteId) ?? [];
 		const latestCheck = latestBySite.get(siteId);
+		const lastCheckedAt = normalizeCheckTimestamp(
+			latestCheck?.last_timestamp ?? null
+		);
 
-		const currentStatus: "up" | "down" | "degraded" | "unknown" = latestCheck
-			? latestCheck.last_status === 1
-				? "up"
-				: latestCheck.last_status === 0
-					? latestCheck.last_http_code > 0 && latestCheck.last_http_code < 500
-						? "degraded"
-						: "down"
-					: "unknown"
-			: "unknown";
+		const freshness: MonitorFreshness = deriveMonitorFreshness(
+			lastCheckedAt,
+			schedule.granularity
+		);
+		const currentStatus: MonitorStatus = deriveMonitorStatus({
+			lastStatus: latestCheck?.last_status ?? null,
+			lastHttpCode: latestCheck?.last_http_code ?? null,
+			freshness,
+		});
 
 		const secondsPerDay = 86_400;
 		const totalCalendarSeconds = dailyData.length * secondsPerDay;
@@ -484,9 +453,11 @@ async function _fetchStatusPageData(
 				schedule.url,
 			domain: schedule.hideUrl ? undefined : (website?.domain ?? schedule.url),
 			currentStatus,
-			uptimePercentage: schedule.hideUptimePercentage
-				? undefined
-				: Math.round(uptimePercentageRaw * 100) / 100,
+			freshness,
+			uptimePercentage:
+				schedule.hideUptimePercentage || dailyData.length === 0
+					? undefined
+					: Math.round(uptimePercentageRaw * 100) / 100,
 			dailyData: dailyData.map((d) => ({
 				date: String(d.date),
 				uptime_percentage: schedule.hideUptimePercentage
@@ -508,7 +479,7 @@ async function _fetchStatusPageData(
 					? undefined
 					: d.p95_response_time,
 			})),
-			lastCheckedAt: latestCheck?.last_timestamp ?? null,
+			lastCheckedAt,
 		};
 	});
 
@@ -576,6 +547,7 @@ export const statusPageRouter = {
 			path: "/statusPage/listPublic",
 			summary: "List public status pages for sitemap generation",
 			tags: ["StatusPage"],
+			spec: (spec) => ({ ...spec, security: [] }),
 		})
 		.output(z.array(publicStatusPageSitemapEntrySchema))
 		.handler(async () => listPublicStatusPageSitemapEntries()),
@@ -586,6 +558,7 @@ export const statusPageRouter = {
 			path: "/statusPage/getBySlug",
 			summary: "Get public status page",
 			tags: ["StatusPage"],
+			spec: (spec) => ({ ...spec, security: [] }),
 		})
 		.input(
 			z.object({

From 729c8dc52820cf10220787ad46092a4c9c3edb04 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:06:21 +0300
Subject: [PATCH 091/129] fix(sdk): expose delivery and flag failures

---
 packages/nuxt/src/module.ts                   |   1 +
 .../nuxt/src/runtime/composables/use-flags.ts |   1 +
 packages/sdk/README.md                        |   3 -
 packages/sdk/src/core/flags/flags-manager.ts  |  90 +++++--
 packages/sdk/src/core/flags/shared.ts         | 196 +++++++++++-----
 packages/sdk/src/core/flags/types.ts          |  11 +
 packages/sdk/src/core/script.ts               |  11 +-
 packages/sdk/src/core/types.ts                |   7 +-
 packages/sdk/src/node/flags/index.ts          |   2 +
 packages/sdk/src/node/index.ts                | 208 ++++++++++++-----
 packages/sdk/src/node/types.ts                |  15 +-
 .../sdk/src/react/flags/flags-provider.tsx    |   2 +
 packages/sdk/src/react/flags/index.ts         |   8 +
 packages/sdk/src/vue/Databuddy.ts             |   1 -
 packages/sdk/src/vue/flags/flags-plugin.ts    |  19 +-
 packages/sdk/src/vue/flags/index.ts           |   2 +
 packages/sdk/tests/browser-config.test.ts     |  34 +++
 packages/sdk/tests/browser-config.types.ts    |  12 +
 packages/sdk/tests/flags-edge-cases.spec.ts   |   8 +-
 packages/sdk/tests/flags.spec.ts              |  67 +++---
 packages/sdk/tests/fuzz-flags-manager.spec.ts |   5 +-
 packages/sdk/tests/node-client.test.ts        | 126 +++++++++-
 .../sdk/tests/server-flags-manager.test.ts    | 124 +++++++---
 packages/sdk/tests/test-utils.ts              |  22 +-
 packages/tracker/src/core/client.ts           | 141 +++++++----
 packages/tracker/src/core/tracker.ts          | 176 +++++++++-----
 packages/tracker/src/core/types.ts            |  19 ++
 packages/tracker/src/core/utils.ts            |  26 +++
 packages/tracker/src/index.ts                 |   3 +-
 .../tracker/src/plugins/outgoing-links.ts     |   4 +-
 packages/tracker/src/plugins/pixel.ts         |  27 ++-
 packages/tracker/tests/context.spec.ts        |  15 +-
 packages/tracker/tests/privacy.spec.ts        |  51 ++++
 .../tracker/tests/unit/http-client.test.ts    | 221 ++++++++++++++----
 packages/tracker/tests/unit/utils.test.ts     |  51 +++-
 35 files changed, 1328 insertions(+), 381 deletions(-)
 create mode 100644 packages/sdk/tests/browser-config.test.ts
 create mode 100644 packages/sdk/tests/browser-config.types.ts

diff --git a/packages/nuxt/src/module.ts b/packages/nuxt/src/module.ts
index f660b676f..dc456086d 100644
--- a/packages/nuxt/src/module.ts
+++ b/packages/nuxt/src/module.ts
@@ -26,6 +26,7 @@ export interface ModuleOptions {
 	trackHashChanges?: boolean;
 	trackInteractions?: boolean;
 	trackOutgoingLinks?: boolean;
+	/** @deprecated Use trackWebVitals. This remains as a compatibility alias. */
 	trackPerformance?: boolean;
 	trackWebVitals?: boolean;
 	usePixel?: boolean;
diff --git a/packages/nuxt/src/runtime/composables/use-flags.ts b/packages/nuxt/src/runtime/composables/use-flags.ts
index 67e8b0f3b..92817ad83 100644
--- a/packages/nuxt/src/runtime/composables/use-flags.ts
+++ b/packages/nuxt/src/runtime/composables/use-flags.ts
@@ -5,6 +5,7 @@ export function useFlags(): ReturnType<typeof useFlagsVue> {
 	if (!import.meta.client) {
 		// Create a new object per call to avoid cross-request state leakage in SSR.
 		return {
+			lastError: null,
 			getFlag: (_key: string): FlagState => ({
 				on: false,
 				status: "loading" as const,
diff --git a/packages/sdk/README.md b/packages/sdk/README.md
index 576c17115..3211812ad 100644
--- a/packages/sdk/README.md
+++ b/packages/sdk/README.md
@@ -41,7 +41,6 @@ export default function RootLayout({ children }) {
       <head />
       <Databuddy
         clientId={process.env.NEXT_PUBLIC_DATABUDDY_CLIENT_ID!}
-        trackPerformance
         trackWebVitals
         trackErrors
         enableBatching
@@ -101,7 +100,6 @@ All options are type-safe and documented in `DatabuddyConfig`:
 | Option                | Type      | Default      | Description |
 |-----------------------|-----------|--------------|-------------|
 | `clientId`            | string    | —            | **Required.** Your Databuddy Client ID. |
-| `clientSecret`        | string    | —            | (Advanced) For server-side use only. |
 | `apiUrl`              | string    | `https://basket.databuddy.cc` | Custom API endpoint. |
 | `scriptUrl`           | string    | `https://cdn.databuddy.cc/databuddy.js` | Custom script URL. |
 | `sdk`                 | string    | `web`        | SDK name. Only override for custom builds. |
@@ -112,7 +110,6 @@ All options are type-safe and documented in `DatabuddyConfig`:
 | `trackAttributes`     | boolean   | `false`      | Track data-* attributes on elements. |
 | `trackOutgoingLinks`  | boolean   | `false`      | Track clicks on outgoing links. |
 | `trackInteractions`   | boolean   | `false`      | Track user interactions. |
-| `trackPerformance`    | boolean   | `true`       | Track page performance metrics. |
 | `trackWebVitals`      | boolean   | `false`      | Track Web Vitals metrics. |
 | `trackErrors`         | boolean   | `false`      | Track JavaScript errors. |
 | `ignoreBotDetection`  | boolean   | `false`      | Ignore bot detection. |
diff --git a/packages/sdk/src/core/flags/flags-manager.ts b/packages/sdk/src/core/flags/flags-manager.ts
index 27a0a9565..75a987b19 100644
--- a/packages/sdk/src/core/flags/flags-manager.ts
+++ b/packages/sdk/src/core/flags/flags-manager.ts
@@ -1,18 +1,20 @@
 import { logger } from "@/logger";
 import {
 	cacheKeyBelongsToContext,
-	buildQueryParams,
+	buildEvaluationRequest,
 	DEFAULT_RESULT,
 	fetchAllFlags as fetchAllFlagsApi,
 	getCacheKey,
 	getFlagKey,
 	RequestBatcher,
+	FlagsRequestError,
 } from "./shared";
 import type {
 	FlagResult,
 	FlagsConfig,
 	FlagsManager,
 	FlagsManagerOptions,
+	FlagsRequestFailure,
 	FlagsSnapshot,
 	FlagState,
 	StorageInterface,
@@ -27,6 +29,7 @@ const DEFAULT_MAX_CACHE_SIZE = 5000;
 interface CacheEntry {
 	expiresAt: number;
 	promise: Promise<FlagResult>;
+	refreshing: boolean;
 	result: FlagResult | null;
 	staleAt: number;
 }
@@ -39,16 +42,13 @@ function resolved(
 	const now = Date.now();
 	return {
 		promise: Promise.resolve(result),
+		refreshing: false,
 		result,
 		expiresAt: now + ttl,
 		staleAt: now + staleTime,
 	};
 }
 
-function isValid(entry: CacheEntry | undefined): entry is CacheEntry {
-	return entry !== undefined && Date.now() <= entry.expiresAt;
-}
-
 function isStale(entry: CacheEntry): boolean {
 	return Date.now() > entry.staleAt;
 }
@@ -62,7 +62,12 @@ export abstract class BaseFlagsManager implements FlagsManager {
 	private readonly batchers = new Map<string, RequestBatcher>();
 	private ready = false;
 	private readonly listeners = new Set<() => void>();
-	private snapshot: FlagsSnapshot = { flags: {}, isReady: false };
+	private snapshot: FlagsSnapshot = {
+		flags: {},
+		isReady: false,
+		lastError: null,
+	};
+	private lastError: FlagsRequestFailure | null = null;
 
 	constructor(options: FlagsManagerOptions) {
 		this.config = {
@@ -95,6 +100,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 			await this.fetchAllFlags();
 		}
 		this.ready = true;
+		this.emit();
 	}
 
 	private hydrate(): void {
@@ -141,12 +147,13 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 	private validEntry(cacheKey: string): CacheEntry | null {
 		const entry = this.cache.get(cacheKey);
-		if (isValid(entry)) {
-			return entry;
+		if (!entry) {
+			return null;
 		}
-		if (entry) {
-			this.cache.delete(cacheKey);
+		if (Date.now() <= entry.expiresAt || entry.result) {
+			return entry;
 		}
+		this.cache.delete(cacheKey);
 		return null;
 	}
 
@@ -167,7 +174,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 		const now = Date.now();
 		for (const [key, entry] of this.cache) {
-			if (now > entry.expiresAt) {
+			if (now > entry.expiresAt && !entry.result) {
 				this.cache.delete(key);
 			}
 		}
@@ -182,8 +189,12 @@ export abstract class BaseFlagsManager implements FlagsManager {
 	}
 
 	private ensureBatcher(user?: UserContext): RequestBatcher {
-		const params = buildQueryParams(this.config, user);
-		const batcherKey = `${this.config.apiUrl ?? DEFAULT_API}?${params}`;
+		const request = buildEvaluationRequest(this.config, user);
+		const batcherKey = getCacheKey(
+			this.config.apiUrl ?? DEFAULT_API,
+			user ?? this.config.user,
+			this.config.environment
+		);
 		const existing = this.batchers.get(batcherKey);
 		if (existing) {
 			return existing;
@@ -191,7 +202,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 		const batcher = new RequestBatcher(
 			this.config.apiUrl ?? DEFAULT_API,
-			params,
+			request,
 			this.batchDelay(),
 			() => {
 				if (this.batchers.get(batcherKey) === batcher) {
@@ -224,7 +235,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 	private revalidate(key: string, cacheKey: string, user?: UserContext): void {
 		const existing = this.cache.get(cacheKey);
-		if (existing && !existing.result) {
+		if (existing?.refreshing || (existing && !existing.result)) {
 			return;
 		}
 
@@ -233,6 +244,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 		this.setCache(cacheKey, {
 			promise,
+			refreshing: true,
 			result: existing?.result ?? null,
 			expiresAt: existing?.expiresAt ?? Date.now() + ttl,
 			staleAt: existing?.staleAt ?? Date.now() + stale,
@@ -240,11 +252,22 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 		promise
 			.then((result) => {
+				this.lastError = null;
 				this.setCache(cacheKey, resolved(result, ttl, stale));
 				this.emit();
 				this.onCacheUpdated();
 			})
 			.catch((err) => {
+				const failed = this.cache.get(cacheKey);
+				if (failed?.result) {
+					this.setCache(cacheKey, {
+						...failed,
+						refreshing: false,
+						expiresAt: Date.now() + ttl,
+						staleAt: Date.now() + Math.min(stale, 5000),
+					});
+				}
+				this.captureError(err);
 				logger.error(`Revalidation error: ${key}`, err);
 			});
 	}
@@ -288,6 +311,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 		this.setCache(cacheKey, {
 			promise,
+			refreshing: true,
 			result: null,
 			expiresAt: Date.now() + ttl,
 			staleAt: Date.now() + stale,
@@ -295,13 +319,17 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 		try {
 			const result = await promise;
+			this.lastError = null;
 			this.setCache(cacheKey, resolved(result, ttl, stale));
 			this.emit();
 			this.onCacheUpdated();
 			this.onFlagEvaluated(key, result);
 			return result;
 		} catch (err) {
-			this.cache.delete(cacheKey);
+			this.captureError(err);
+			if (!this.cache.get(cacheKey)?.result) {
+				this.cache.delete(cacheKey);
+			}
 			throw err;
 		}
 	}
@@ -317,14 +345,15 @@ export abstract class BaseFlagsManager implements FlagsManager {
 			return;
 		}
 
-		const params = buildQueryParams(this.config, user);
+		const request = buildEvaluationRequest(this.config, user);
 		const { ttl, stale } = this.ttls();
 
 		try {
 			const flags = await fetchAllFlagsApi(
 				this.config.apiUrl ?? DEFAULT_API,
-				params
+				request
 			);
+			this.lastError = null;
 			const entries = Object.entries(flags).map(([key, result]) => ({
 				cacheKey: getCacheKey(
 					key,
@@ -347,6 +376,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 			this.emit();
 			this.onCacheUpdated();
 		} catch (err) {
+			this.captureError(err);
 			logger.error("Bulk fetch error:", err);
 		}
 	}
@@ -461,6 +491,10 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		return flags;
 	}
 
+	getLastError(): FlagsRequestFailure | null {
+		return this.lastError ? { ...this.lastError } : null;
+	}
+
 	setOverride(key: string, override: FlagResult | null): void {
 		if (override === null) {
 			if (!this.overrides.delete(key)) {
@@ -542,7 +576,11 @@ export abstract class BaseFlagsManager implements FlagsManager {
 	}
 
 	protected emit(): void {
-		this.snapshot = { flags: this.getMemoryFlags(), isReady: this.ready };
+		this.snapshot = {
+			flags: this.getMemoryFlags(),
+			isReady: this.ready,
+			lastError: this.getLastError(),
+		};
 		for (const listener of this.listeners) {
 			listener();
 		}
@@ -555,6 +593,20 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		this.batchers.clear();
 	}
 
+	private captureError(error: unknown): void {
+		this.lastError =
+			error instanceof FlagsRequestError
+				? error.toFailure()
+				: {
+						code: "NETWORK_ERROR",
+						message:
+							error instanceof Error ? error.message : "Flag request failed",
+						status: null,
+						retryable: true,
+					};
+		this.emit();
+	}
+
 	protected revalidateStale(): void {
 		for (const entry of this.cache.values()) {
 			if (isStale(entry)) {
diff --git a/packages/sdk/src/core/flags/shared.ts b/packages/sdk/src/core/flags/shared.ts
index 8ec795e18..9ac1306b9 100644
--- a/packages/sdk/src/core/flags/shared.ts
+++ b/packages/sdk/src/core/flags/shared.ts
@@ -1,4 +1,9 @@
-import type { FlagResult, FlagsConfig, UserContext } from "./types";
+import type {
+	FlagResult,
+	FlagsConfig,
+	FlagsRequestFailure,
+	UserContext,
+} from "./types";
 
 const CACHE_CONTEXT_SEPARATOR = "::databuddy-context::";
 
@@ -66,29 +71,9 @@ export function cacheKeyBelongsToContext(
 	return cacheKey.endsWith(`${CACHE_CONTEXT_SEPARATOR}${context}`);
 }
 
-export function buildQueryParams(
-	config: FlagsConfig,
-	user?: UserContext
-): URLSearchParams {
+export function buildQueryParams(config: FlagsConfig): URLSearchParams {
 	const params = new URLSearchParams();
 	params.set("clientId", config.clientId);
-
-	const u = user ?? config.user;
-	if (u?.userId) {
-		params.set("userId", u.userId);
-	}
-	if (u?.email) {
-		params.set("email", u.email);
-	}
-	if (u?.organizationId) {
-		params.set("organizationId", u.organizationId);
-	}
-	if (u?.teamId) {
-		params.set("teamId", u.teamId);
-	}
-	if (u?.properties) {
-		params.set("properties", JSON.stringify(u.properties));
-	}
 	if (config.environment) {
 		params.set("environment", config.environment);
 	}
@@ -96,48 +81,149 @@ export function buildQueryParams(
 	return params;
 }
 
-export async function fetchFlags(
-	apiUrl: string,
-	keys: string[],
-	params: URLSearchParams
-): Promise<Record<string, FlagResult>> {
-	const batchParams = new URLSearchParams(params);
-	batchParams.set("keys", keys.join(","));
+export interface FlagEvaluationRequest {
+	clientId: string;
+	email?: string;
+	environment?: string;
+	organizationId?: string;
+	properties?: Record<string, unknown>;
+	teamId?: string;
+	userId?: string;
+}
 
-	const url = `${apiUrl}/public/v1/flags/bulk?${batchParams}`;
+export function buildEvaluationRequest(
+	config: FlagsConfig,
+	user?: UserContext
+): FlagEvaluationRequest {
+	const context = user ?? config.user;
+	return {
+		clientId: config.clientId,
+		...(context?.userId ? { userId: context.userId } : {}),
+		...(context?.email ? { email: context.email } : {}),
+		...(context?.organizationId
+			? { organizationId: context.organizationId }
+			: {}),
+		...(context?.teamId ? { teamId: context.teamId } : {}),
+		...(context?.properties ? { properties: context.properties } : {}),
+		...(config.environment ? { environment: config.environment } : {}),
+	};
+}
 
-	const response = await fetch(url);
+export class FlagsRequestError extends Error {
+	readonly code: FlagsRequestFailure["code"];
+	readonly requestId?: string;
+	readonly retryable: boolean;
+	readonly status: number | null;
 
-	if (!response.ok) {
-		const result: Record<string, FlagResult> = {};
-		for (const key of keys) {
-			result[key] = { ...DEFAULT_RESULT, reason: "ERROR" };
-		}
-		return result;
+	constructor(failure: FlagsRequestFailure) {
+		super(failure.message);
+		this.name = "FlagsRequestError";
+		this.code = failure.code;
+		this.status = failure.status;
+		this.retryable = failure.retryable;
+		this.requestId = failure.requestId;
 	}
 
-	const data = (await response.json()) as {
-		flags?: Record<string, FlagResult>;
-	};
-	return data.flags ?? {};
+	toFailure(): FlagsRequestFailure {
+		return {
+			code: this.code,
+			message: this.message,
+			status: this.status,
+			retryable: this.retryable,
+			...(this.requestId ? { requestId: this.requestId } : {}),
+		};
+	}
 }
 
-export async function fetchAllFlags(
-	apiUrl: string,
-	params: URLSearchParams
-): Promise<Record<string, FlagResult>> {
-	const url = `${apiUrl}/public/v1/flags/bulk?${params}`;
+function isRetryableStatus(status: number): boolean {
+	return status === 408 || status === 425 || status === 429 || status >= 500;
+}
 
-	const response = await fetch(url);
+async function readFlagsResponse(
+	response: Response
+): Promise<Record<string, FlagResult>> {
+	const text = await response.text();
+	let data: unknown = null;
+	try {
+		data = text ? JSON.parse(text) : null;
+	} catch {
+		data = text;
+	}
 
 	if (!response.ok) {
+		const record =
+			data && typeof data === "object"
+				? (data as Record<string, unknown>)
+				: null;
+		const message = record?.error ?? record?.message;
+		throw new FlagsRequestError({
+			code: "HTTP_ERROR",
+			message:
+				typeof message === "string" && message.trim()
+					? message
+					: `Flag evaluation failed with HTTP ${response.status}`,
+			status: response.status,
+			retryable: isRetryableStatus(response.status),
+			requestId:
+				response.headers.get("x-request-id") ??
+				(typeof record?.requestId === "string" ? record.requestId : undefined),
+		});
+	}
+
+	if (!(data && typeof data === "object" && "flags" in data)) {
+		throw new FlagsRequestError({
+			code: "INVALID_RESPONSE",
+			message: "Flag evaluation returned an invalid response",
+			status: response.status,
+			retryable: false,
+		});
+	}
+
+	const flags = (data as { flags?: unknown }).flags;
+	if (!(flags && typeof flags === "object" && !Array.isArray(flags))) {
 		return {};
 	}
+	return flags as Record<string, FlagResult>;
+}
 
-	const data = (await response.json()) as {
-		flags?: Record<string, FlagResult>;
-	};
-	return data.flags ?? {};
+async function requestFlags(
+	apiUrl: string,
+	request: FlagEvaluationRequest,
+	keys?: string[]
+): Promise<Record<string, FlagResult>> {
+	try {
+		const response = await fetch(`${apiUrl}/public/v1/flags/bulk`, {
+			method: "POST",
+			headers: { "Content-Type": "application/json" },
+			body: JSON.stringify({ ...request, ...(keys ? { keys } : {}) }),
+		});
+		return await readFlagsResponse(response);
+	} catch (error) {
+		if (error instanceof FlagsRequestError) {
+			throw error;
+		}
+		throw new FlagsRequestError({
+			code: "NETWORK_ERROR",
+			message: error instanceof Error ? error.message : "Flag request failed",
+			status: null,
+			retryable: true,
+		});
+	}
+}
+
+export function fetchFlags(
+	apiUrl: string,
+	keys: string[],
+	request: FlagEvaluationRequest
+): Promise<Record<string, FlagResult>> {
+	return requestFlags(apiUrl, request, keys);
+}
+
+export function fetchAllFlags(
+	apiUrl: string,
+	request: FlagEvaluationRequest
+): Promise<Record<string, FlagResult>> {
+	return requestFlags(apiUrl, request);
 }
 
 export class RequestBatcher {
@@ -149,16 +235,16 @@ export class RequestBatcher {
 	private readonly batchDelayMs: number;
 	private readonly apiUrl: string;
 	private readonly onIdle?: () => void;
-	private readonly params: URLSearchParams;
+	private readonly requestBody: FlagEvaluationRequest;
 
 	constructor(
 		apiUrl: string,
-		params: URLSearchParams,
+		request: FlagEvaluationRequest,
 		batchDelayMs = 10,
 		onIdle?: () => void
 	) {
 		this.apiUrl = apiUrl;
-		this.params = params;
+		this.requestBody = request;
 		this.batchDelayMs = batchDelayMs;
 		this.onIdle = onIdle;
 	}
@@ -191,7 +277,7 @@ export class RequestBatcher {
 		}
 
 		try {
-			const results = await fetchFlags(this.apiUrl, keys, this.params);
+			const results = await fetchFlags(this.apiUrl, keys, this.requestBody);
 
 			for (const [key, cbs] of callbacks) {
 				const result = results[key] ?? {
diff --git a/packages/sdk/src/core/flags/types.ts b/packages/sdk/src/core/flags/types.ts
index a89b63b38..d6073c714 100644
--- a/packages/sdk/src/core/flags/types.ts
+++ b/packages/sdk/src/core/flags/types.ts
@@ -6,6 +6,14 @@ export interface FlagResult {
 	variant?: string;
 }
 
+export interface FlagsRequestFailure {
+	code: "HTTP_ERROR" | "INVALID_RESPONSE" | "NETWORK_ERROR";
+	message: string;
+	requestId?: string;
+	retryable: boolean;
+	status: number | null;
+}
+
 export interface UserContext {
 	email?: string;
 	organizationId?: string;
@@ -54,6 +62,7 @@ export interface FlagsContext {
 	getValue: <T = boolean>(key: string, defaultValue?: T) => T;
 	isOn: (key: string) => boolean;
 	isReady: boolean;
+	lastError: FlagsRequestFailure | null;
 	refresh: (forceClear?: boolean) => Promise<void>;
 	updateUser: (user: UserContext) => void;
 }
@@ -61,6 +70,7 @@ export interface FlagsContext {
 export interface FlagsSnapshot {
 	flags: Record<string, FlagResult>;
 	isReady: boolean;
+	lastError: FlagsRequestFailure | null;
 }
 
 export interface StorageInterface {
@@ -78,6 +88,7 @@ export interface FlagsManager {
 	destroy(): void;
 	fetchAllFlags(user?: UserContext): Promise<void>;
 	getFlag(key: string, user?: UserContext): Promise<FlagResult>;
+	getLastError(): FlagsRequestFailure | null;
 	getMemoryFlags(): Record<string, FlagResult>;
 	getSnapshot(): FlagsSnapshot;
 	getValue<T = boolean>(key: string, defaultValue?: T): T;
diff --git a/packages/sdk/src/core/script.ts b/packages/sdk/src/core/script.ts
index 709741999..36910f933 100644
--- a/packages/sdk/src/core/script.ts
+++ b/packages/sdk/src/core/script.ts
@@ -9,13 +9,10 @@ export function isScriptInjected() {
 	return !!document.querySelector(`script[${INJECTED_SCRIPT_ATTRIBUTE}]`);
 }
 
-export function createScript({
-	scriptUrl,
-	sdkVersion,
-	clientSecret,
-	filter,
-	...props
-}: DatabuddyConfig) {
+export function createScript(config: DatabuddyConfig) {
+	const safeConfig = { ...config };
+	Reflect.deleteProperty(safeConfig, "clientSecret");
+	const { scriptUrl, sdkVersion, filter, ...props } = safeConfig;
 	const script = document.createElement("script");
 
 	const defaultUrl = props.debug
diff --git a/packages/sdk/src/core/types.ts b/packages/sdk/src/core/types.ts
index 2d9c56cab..e59ba86b7 100644
--- a/packages/sdk/src/core/types.ts
+++ b/packages/sdk/src/core/types.ts
@@ -9,8 +9,6 @@ export interface DatabuddyConfig {
 	batchTimeout?: number;
 	/** Databuddy Client ID. Auto-detected from `NEXT_PUBLIC_DATABUDDY_CLIENT_ID` env var if omitted. */
 	clientId?: string;
-	/** Server-side only. Not required for browser usage. */
-	clientSecret?: string;
 	/** Enable debug logging (default: false) */
 	debug?: boolean;
 	/** Disable all tracking (default: false) */
@@ -44,7 +42,7 @@ export interface DatabuddyConfig {
 	trackHashChanges?: boolean;
 	trackInteractions?: boolean;
 	trackOutgoingLinks?: boolean;
-	/** Track page performance metrics (default: true) */
+	/** @deprecated Use trackWebVitals. This remains as a compatibility alias. */
 	trackPerformance?: boolean;
 	trackWebVitals?: boolean;
 	/** Use 1x1 pixel image for tracking instead of script (default: false) */
@@ -123,7 +121,10 @@ export interface EventTypeMap {
 		fcp?: number;
 		lcp?: number;
 		cls?: string;
+		/** @deprecated FID was replaced by INP. */
 		fid?: number;
+		inp?: number;
+		fps?: number;
 		ttfb?: number;
 		load_time?: number;
 		dom_ready_time?: number;
diff --git a/packages/sdk/src/node/flags/index.ts b/packages/sdk/src/node/flags/index.ts
index a574387c4..8e92943b1 100644
--- a/packages/sdk/src/node/flags/index.ts
+++ b/packages/sdk/src/node/flags/index.ts
@@ -1,3 +1,5 @@
 /** biome-ignore-all lint/performance/noBarrelFile: im a big fan of barrels */
 
 export { createServerFlagsManager, ServerFlagsManager } from "./flags-manager";
+export { FlagsRequestError } from "@/core/flags/shared";
+export type { FlagsRequestFailure } from "@/core/flags/types";
diff --git a/packages/sdk/src/node/index.ts b/packages/sdk/src/node/index.ts
index 4ecf7d955..44a0ba03d 100644
--- a/packages/sdk/src/node/index.ts
+++ b/packages/sdk/src/node/index.ts
@@ -7,6 +7,7 @@ import type {
 	CustomEventInput,
 	DatabuddyConfig,
 	EventResponse,
+	FailureDetails,
 	GlobalProperties,
 	IdentifyInput,
 	Middleware,
@@ -22,6 +23,7 @@ export type {
 	IdentifyInput,
 	Logger,
 	Middleware,
+	FailureDetails,
 	ProfileTraits,
 } from "./types";
 
@@ -30,6 +32,69 @@ const DEFAULT_BATCH_SIZE = 10;
 const DEFAULT_BATCH_TIMEOUT = 2000;
 const DEFAULT_MAX_QUEUE_SIZE = 1000;
 const DEFAULT_MAX_DEDUPLICATION_CACHE_SIZE = 10_000;
+const MIN_RETRY_DELAY = 250;
+const MAX_RETRY_DELAY = 30_000;
+
+type FailedResponse = FailureDetails & {
+	error: string;
+	success: false;
+};
+
+function isRetryableStatus(status: number): boolean {
+	return status === 408 || status === 425 || status === 429 || status >= 500;
+}
+
+async function responseFailure(response: Response): Promise<FailedResponse> {
+	const text = await response.text().catch(() => "");
+	let payload: Record<string, unknown> | null = null;
+	try {
+		const parsed = text ? JSON.parse(text) : null;
+		if (parsed && typeof parsed === "object" && !Array.isArray(parsed)) {
+			payload = parsed as Record<string, unknown>;
+		}
+	} catch {
+		// Non-JSON upstream responses use the HTTP status fallback below.
+	}
+	const serverMessage = payload?.error ?? payload?.message;
+	const requestId =
+		response.headers.get("x-request-id") ??
+		(typeof payload?.requestId === "string" ? payload.requestId : undefined);
+
+	return {
+		success: false,
+		error:
+			typeof serverMessage === "string" && serverMessage.trim()
+				? serverMessage
+				: `HTTP ${response.status}: ${response.statusText || "Request failed"}`,
+		statusCode: response.status,
+		retryable:
+			typeof payload?.retryable === "boolean"
+				? payload.retryable
+				: isRetryableStatus(response.status),
+		...(typeof payload?.code === "string" ? { code: payload.code } : {}),
+		...(typeof payload?.why === "string" ? { why: payload.why } : {}),
+		...(typeof payload?.fix === "string" ? { fix: payload.fix } : {}),
+		...(requestId ? { requestId } : {}),
+	};
+}
+
+function networkFailure(error: unknown): FailedResponse {
+	return {
+		success: false,
+		error: error instanceof Error ? error.message : "Network request failed",
+		code: "NETWORK_ERROR",
+		retryable: true,
+	};
+}
+
+function validationFailure(error: string): FailedResponse {
+	return {
+		success: false,
+		error,
+		code: "VALIDATION_ERROR",
+		retryable: false,
+	};
+}
 
 export class Databuddy {
 	private readonly apiKey: string;
@@ -45,6 +110,7 @@ export class Databuddy {
 	private readonly maxQueueSize: number;
 	private queue: BatchEventInput[] = [];
 	private flushTimer: ReturnType<typeof setTimeout> | null = null;
+	private retryAttempts = 0;
 	private globalProperties: GlobalProperties = {};
 	private middleware: Middleware[] = [];
 	private readonly enableDeduplication: boolean;
@@ -110,10 +176,7 @@ export class Databuddy {
 
 	async track(event: CustomEventInput): Promise<EventResponse> {
 		if (!event.name || typeof event.name !== "string") {
-			return {
-				success: false,
-				error: "Event name is required and must be a string",
-			};
+			return validationFailure("Event name is required and must be a string");
 		}
 
 		const batchEvent: BatchEventInput = {
@@ -138,14 +201,14 @@ export class Databuddy {
 		const processedEvent = await this.applyMiddleware(batchEvent);
 		if (!processedEvent) {
 			this.logger.debug("Event dropped by middleware", { name: event.name });
-			return { success: true };
+			return { success: true, delivery: "skipped" };
 		}
 
 		if (this.isDuplicate(processedEvent)) {
 			this.logger.debug("Event deduplicated", {
 				eventId: processedEvent.eventId,
 			});
-			return { success: true };
+			return { success: true, delivery: "skipped" };
 		}
 
 		if (!this.enableBatching) {
@@ -168,7 +231,7 @@ export class Databuddy {
 			return this.flush();
 		}
 
-		return { success: true };
+		return { success: true, delivery: "queued" };
 	}
 
 	/**
@@ -179,18 +242,16 @@ export class Databuddy {
 	 */
 	async identify(input: IdentifyInput): Promise<EventResponse> {
 		if (typeof input.profileId !== "string" || !input.profileId.trim()) {
-			return {
-				success: false,
-				error: "profileId is required and must be a non-empty string",
-			};
+			return validationFailure(
+				"profileId is required and must be a non-empty string"
+			);
 		}
 
 		const websiteId = input.websiteId ?? this.websiteId;
 		if (!websiteId) {
-			return {
-				success: false,
-				error: "websiteId is required (set it in config or pass it per call)",
-			};
+			return validationFailure(
+				"websiteId is required (set it in config or pass it per call)"
+			);
 		}
 
 		try {
@@ -210,24 +271,19 @@ export class Databuddy {
 			});
 
 			if (!response.ok) {
-				const errorText = await response.text().catch(() => "Unknown error");
+				const failure = await responseFailure(response);
 				this.logger.error("Identify failed", {
 					status: response.status,
-					body: errorText,
+					code: failure.code,
+					requestId: failure.requestId,
 				});
-				return {
-					success: false,
-					error: `HTTP ${response.status}: ${response.statusText}`,
-				};
+				return failure;
 			}
 
-			return { success: true };
+			return { success: true, delivery: "delivered" };
 		} catch (error) {
 			this.logger.error("Identify error", { error });
-			return {
-				success: false,
-				error: error instanceof Error ? error.message : "Unknown error",
-			};
+			return networkFailure(error);
 		}
 	}
 
@@ -271,23 +327,25 @@ export class Databuddy {
 			});
 
 			if (!response.ok) {
-				const errorText = await response.text().catch(() => "Unknown error");
+				const failure = await responseFailure(response);
 				this.logger.error("Request failed", {
 					status: response.status,
 					statusText: response.statusText,
-					body: errorText,
+					code: failure.code,
+					requestId: failure.requestId,
 				});
-				return {
-					success: false,
-					error: `HTTP ${response.status}: ${response.statusText}`,
-				};
+				return failure;
 			}
 
 			const data = await response.json();
 			this.logger.info("Response received", data);
 
 			if (data.status === "success") {
-				return { success: true, eventId: data.eventId };
+				return {
+					success: true,
+					eventId: data.eventId,
+					delivery: "delivered",
+				};
 			}
 
 			return {
@@ -298,15 +356,20 @@ export class Databuddy {
 			this.logger.error("Request error", {
 				error: error instanceof Error ? error.message : String(error),
 			});
-			return {
-				success: false,
-				error:
-					error instanceof Error ? error.message : "Network request failed",
-			};
+			return networkFailure(error);
 		}
 	}
 
-	private scheduleFlush(): void {
+	private retryDelay(): number {
+		const base = Math.max(
+			MIN_RETRY_DELAY,
+			Math.min(this.batchTimeout, MAX_RETRY_DELAY)
+		);
+		const exponent = Math.min(Math.max(0, this.retryAttempts - 1), 16);
+		return Math.min(base * 2 ** exponent, MAX_RETRY_DELAY);
+	}
+
+	private scheduleFlush(delay = this.batchTimeout): void {
 		if (this.flushTimer) {
 			return;
 		}
@@ -317,7 +380,8 @@ export class Databuddy {
 					error: error instanceof Error ? error.message : String(error),
 				});
 			});
-		}, this.batchTimeout);
+		}, delay);
+		this.flushTimer.unref?.();
 	}
 
 	async flush(): Promise<BatchEventResponse> {
@@ -327,7 +391,13 @@ export class Databuddy {
 		}
 
 		if (this.queue.length === 0) {
-			return { success: true, processed: 0, results: [] };
+			this.retryAttempts = 0;
+			return {
+				success: true,
+				processed: 0,
+				results: [],
+				delivery: "skipped",
+			};
 		}
 
 		const events = [...this.queue];
@@ -335,31 +405,41 @@ export class Databuddy {
 
 		this.logger.info("Flushing events", { count: events.length });
 
-		return await this.batch(events);
+		const result = await this.batch(events);
+		if (!result.success && result.retryable === true) {
+			const pending = [...events, ...this.queue];
+			this.queue = pending.slice(0, this.maxQueueSize);
+			this.retryAttempts += 1;
+			this.scheduleFlush(this.retryDelay());
+			this.logger.warn("Retryable batch failure kept events queued", {
+				queued: this.queue.length,
+				dropped: Math.max(0, pending.length - this.queue.length),
+				retryAttempt: this.retryAttempts,
+				code: result.code,
+				requestId: result.requestId,
+			});
+			return result;
+		}
+		this.retryAttempts = 0;
+		return result;
 	}
 
 	async batch(events: BatchEventInput[]): Promise<BatchEventResponse> {
 		if (!Array.isArray(events)) {
-			return { success: false, error: "Events must be an array" };
+			return validationFailure("Events must be an array");
 		}
 
 		if (events.length === 0) {
-			return { success: false, error: "Events array cannot be empty" };
+			return validationFailure("Events array cannot be empty");
 		}
 
 		if (events.length > 100) {
-			return {
-				success: false,
-				error: "Batch size cannot exceed 100 events",
-			};
+			return validationFailure("Batch size cannot exceed 100 events");
 		}
 
 		for (const event of events) {
 			if (!event.name || typeof event.name !== "string") {
-				return {
-					success: false,
-					error: "All events must have a valid name",
-				};
+				return validationFailure("All events must have a valid name");
 			}
 		}
 
@@ -401,7 +481,12 @@ export class Databuddy {
 		}
 
 		if (processedEvents.length === 0) {
-			return { success: true, processed: 0, results: [] };
+			return {
+				success: true,
+				processed: 0,
+				results: [],
+				delivery: "skipped",
+			};
 		}
 
 		try {
@@ -427,16 +512,14 @@ export class Databuddy {
 			});
 
 			if (!response.ok) {
-				const errorText = await response.text().catch(() => "Unknown error");
+				const failure = await responseFailure(response);
 				this.logger.error("Batch request failed", {
 					status: response.status,
 					statusText: response.statusText,
-					body: errorText,
+					code: failure.code,
+					requestId: failure.requestId,
 				});
-				return {
-					success: false,
-					error: `HTTP ${response.status}: ${response.statusText}`,
-				};
+				return failure;
 			}
 
 			const data = await response.json();
@@ -446,6 +529,7 @@ export class Databuddy {
 				this.rememberEvents(processedEvents);
 				return {
 					success: true,
+					delivery: "delivered",
 					processed: data.processed || processedEvents.length,
 					results: data.results,
 				};
@@ -459,11 +543,7 @@ export class Databuddy {
 			this.logger.error("Batch request error", {
 				error: error instanceof Error ? error.message : String(error),
 			});
-			return {
-				success: false,
-				error:
-					error instanceof Error ? error.message : "Network request failed",
-			};
+			return networkFailure(error);
 		}
 	}
 
diff --git a/packages/sdk/src/node/types.ts b/packages/sdk/src/node/types.ts
index 93e7b1aa2..1e679b11e 100644
--- a/packages/sdk/src/node/types.ts
+++ b/packages/sdk/src/node/types.ts
@@ -58,7 +58,17 @@ export interface CustomEventInput {
 	websiteId?: string | null;
 }
 
-export interface EventResponse {
+export interface FailureDetails {
+	code?: string;
+	fix?: string;
+	requestId?: string;
+	retryable?: boolean;
+	statusCode?: number;
+	why?: string;
+}
+
+export interface EventResponse extends FailureDetails {
+	delivery?: "delivered" | "queued" | "skipped";
 	error?: string;
 	eventId?: string;
 	success: boolean;
@@ -101,7 +111,8 @@ export interface GlobalProperties {
 	[key: string]: unknown;
 }
 
-export interface BatchEventResponse {
+export interface BatchEventResponse extends FailureDetails {
+	delivery?: "delivered" | "skipped";
 	error?: string;
 	processed?: number;
 	results?: Array<{
diff --git a/packages/sdk/src/react/flags/flags-provider.tsx b/packages/sdk/src/react/flags/flags-provider.tsx
index 8db75b674..0b1b2cff8 100644
--- a/packages/sdk/src/react/flags/flags-provider.tsx
+++ b/packages/sdk/src/react/flags/flags-provider.tsx
@@ -131,6 +131,7 @@ export function FlagsProvider({ children, ...config }: FlagsProviderProps) {
 			updateUser: (user: UserContext) => manager.updateUser(user),
 			refresh: (forceClear = false) => manager.refresh(forceClear),
 			isReady: store.isReady,
+			lastError: store.lastError,
 		}),
 		[manager, store, config.isPending]
 	);
@@ -161,6 +162,7 @@ export function useFlags(): FlagsContext {
 			updateUser: () => {},
 			refresh: async () => {},
 			isReady: false,
+			lastError: null,
 		};
 	}
 	return context;
diff --git a/packages/sdk/src/react/flags/index.ts b/packages/sdk/src/react/flags/index.ts
index 0237f826f..db7314bd5 100644
--- a/packages/sdk/src/react/flags/index.ts
+++ b/packages/sdk/src/react/flags/index.ts
@@ -1,2 +1,10 @@
 /** biome-ignore-all lint/performance/noBarrelFile: im a big fan of barrels */
 export { FlagsProvider, useFlag, useFlags } from "./flags-provider";
+export { FlagsRequestError } from "@/core/flags/shared";
+export type {
+	FlagResult,
+	FlagState,
+	FlagsConfig,
+	FlagsContext,
+	FlagsRequestFailure,
+} from "@/core/flags/types";
diff --git a/packages/sdk/src/vue/Databuddy.ts b/packages/sdk/src/vue/Databuddy.ts
index 90a94f987..432fb5609 100644
--- a/packages/sdk/src/vue/Databuddy.ts
+++ b/packages/sdk/src/vue/Databuddy.ts
@@ -22,7 +22,6 @@ export const Databuddy = defineComponent({
 		batchSize: Number,
 		batchTimeout: Number,
 		clientId: String,
-		clientSecret: String,
 		debug: optionalBoolean,
 		disabled: optionalBoolean,
 		enableBatching: optionalBoolean,
diff --git a/packages/sdk/src/vue/flags/flags-plugin.ts b/packages/sdk/src/vue/flags/flags-plugin.ts
index 51f33cb83..86f5dc98f 100644
--- a/packages/sdk/src/vue/flags/flags-plugin.ts
+++ b/packages/sdk/src/vue/flags/flags-plugin.ts
@@ -1,10 +1,18 @@
 import { type App, reactive } from "vue";
 import { BrowserFlagStorage } from "@/core/flags/browser-storage";
 import { BrowserFlagsManager } from "@/core/flags/flags-manager";
-import type { FlagResult, FlagState, FlagsConfig } from "@/core/flags/types";
+import type {
+	FlagResult,
+	FlagState,
+	FlagsConfig,
+	FlagsRequestFailure,
+} from "@/core/flags/types";
 
 let manager: BrowserFlagsManager | null = null;
-let state: { flags: Record<string, FlagResult> } | null = null;
+let state: {
+	flags: Record<string, FlagResult>;
+	lastError: FlagsRequestFailure | null;
+} | null = null;
 
 export function createFlagsPlugin(options: FlagsConfig) {
 	return {
@@ -12,12 +20,14 @@ export function createFlagsPlugin(options: FlagsConfig) {
 			const storage = options.skipStorage
 				? undefined
 				: new BrowserFlagStorage();
-			state = reactive({ flags: {} });
+			state = reactive({ flags: {}, lastError: null });
 			manager = new BrowserFlagsManager({ config: options, storage });
 			const currentManager = manager;
 			manager.subscribe(() => {
 				if (state) {
-					state.flags = manager?.getSnapshot().flags ?? {};
+					const snapshot = manager?.getSnapshot();
+					state.flags = snapshot?.flags ?? {};
+					state.lastError = snapshot?.lastError ?? null;
 				}
 			});
 
@@ -53,5 +63,6 @@ export function useFlags() {
 		refresh: (forceClear = false) => m.refresh(forceClear),
 		updateConfig: (config: FlagsConfig) => m.updateConfig(config),
 		memoryFlags: s?.flags ?? {},
+		lastError: s?.lastError ?? null,
 	};
 }
diff --git a/packages/sdk/src/vue/flags/index.ts b/packages/sdk/src/vue/flags/index.ts
index 4b7b7189a..e78b15cdb 100644
--- a/packages/sdk/src/vue/flags/index.ts
+++ b/packages/sdk/src/vue/flags/index.ts
@@ -1,8 +1,10 @@
 export { createFlagsPlugin, useFlags } from "./flags-plugin";
+export { FlagsRequestError } from "@/core/flags/shared";
 export type {
 	FlagResult,
 	FlagState,
 	FlagsConfig,
 	FlagsContext,
+	FlagsRequestFailure,
 } from "@/core/flags/types";
 export { useFlag } from "./use-flag";
diff --git a/packages/sdk/tests/browser-config.test.ts b/packages/sdk/tests/browser-config.test.ts
new file mode 100644
index 000000000..3d15e9398
--- /dev/null
+++ b/packages/sdk/tests/browser-config.test.ts
@@ -0,0 +1,34 @@
+import { afterEach, expect, test } from "bun:test";
+import { createScript } from "../src/core/script";
+import type { DatabuddyConfig } from "../src/core/types";
+
+const originalDocument = globalThis.document;
+
+afterEach(() => {
+	Object.defineProperty(globalThis, "document", {
+		configurable: true,
+		value: originalDocument,
+	});
+});
+
+test("browser script injection drops legacy client secrets at runtime", () => {
+	const attributes = new Map<string, string>();
+	const script = {
+		async: false,
+		crossOrigin: "",
+		src: "",
+		setAttribute: (key: string, value: string) => attributes.set(key, value),
+	};
+	Object.defineProperty(globalThis, "document", {
+		configurable: true,
+		value: { createElement: () => script },
+	});
+
+	createScript({
+		clientId: "site_example",
+		clientSecret: "must-not-reach-the-dom",
+	} as unknown as DatabuddyConfig);
+
+	expect(attributes.get("data-client-id")).toBe("site_example");
+	expect(attributes.has("data-client-secret")).toBe(false);
+});
diff --git a/packages/sdk/tests/browser-config.types.ts b/packages/sdk/tests/browser-config.types.ts
new file mode 100644
index 000000000..8f71d0297
--- /dev/null
+++ b/packages/sdk/tests/browser-config.types.ts
@@ -0,0 +1,12 @@
+import type { DatabuddyConfig } from "../src/core/types";
+
+export const validConfig = {
+	clientId: "site_example",
+	trackWebVitals: true,
+} satisfies DatabuddyConfig;
+
+export const invalidConfig: DatabuddyConfig = {
+	clientId: "site_example",
+	// @ts-expect-error Browser configuration must never accept a secret.
+	clientSecret: "do-not-ship-browser-secrets",
+};
diff --git a/packages/sdk/tests/flags-edge-cases.spec.ts b/packages/sdk/tests/flags-edge-cases.spec.ts
index 642f76fa5..f5fc226c1 100644
--- a/packages/sdk/tests/flags-edge-cases.spec.ts
+++ b/packages/sdk/tests/flags-edge-cases.spec.ts
@@ -2,6 +2,7 @@ import { expect, test } from "@playwright/test";
 import {
 	MOCK_FLAG_DISABLED,
 	MOCK_FLAG_ENABLED,
+	getFlagRequestKeys,
 	waitForSDK,
 } from "./test-utils";
 
@@ -11,10 +12,8 @@ function bulkOnlyRoute(
 ) {
 	return page.route("**/api.databuddy.cc/public/v1/flags/**", async (route) => {
 		const url = new URL(route.request().url());
-		const keysParam = url.searchParams.get("keys");
-
 		if (url.pathname.includes("/bulk")) {
-			const requestedKeys = keysParam?.split(",").filter(Boolean) ?? [];
+			const requestedKeys = getFlagRequestKeys(route.request());
 			const flags = handler(requestedKeys);
 			await route.fulfill({
 				status: 200,
@@ -120,8 +119,7 @@ test.describe("BrowserFlagsManager — edge cases", () => {
 				const url = new URL(route.request().url());
 				if (url.pathname.includes("/bulk")) {
 					bulkCount++;
-					const keysParam = url.searchParams.get("keys") ?? "";
-					const keys = keysParam.split(",").filter(Boolean);
+					const keys = getFlagRequestKeys(route.request());
 					const flags = Object.fromEntries(
 						keys.map((k) => [k, MOCK_FLAG_ENABLED])
 					);
diff --git a/packages/sdk/tests/flags.spec.ts b/packages/sdk/tests/flags.spec.ts
index 4a9adc7e7..84e9b4ee2 100644
--- a/packages/sdk/tests/flags.spec.ts
+++ b/packages/sdk/tests/flags.spec.ts
@@ -3,6 +3,8 @@ import {
 	MOCK_FLAG_DISABLED,
 	MOCK_FLAG_ENABLED,
 	MOCK_FLAG_VARIANT,
+	getFlagRequestBody,
+	getFlagRequestKeys,
 	waitForSDK,
 } from "./test-utils";
 
@@ -13,7 +15,7 @@ test.describe("BrowserFlagsManager", () => {
 			async (route) => {
 				const url = new URL(route.request().url());
 				const key = url.searchParams.get("key");
-				const keys = url.searchParams.get("keys");
+				const requestedKeys = getFlagRequestKeys(route.request());
 
 				if (url.pathname.includes("/evaluate") && key) {
 					const flags: Record<string, typeof MOCK_FLAG_ENABLED> = {
@@ -30,7 +32,6 @@ test.describe("BrowserFlagsManager", () => {
 				}
 
 				if (url.pathname.includes("/bulk")) {
-					const requestedKeys = keys?.split(",") ?? [];
 					const allFlags: Record<string, typeof MOCK_FLAG_ENABLED> = {
 						"feature-on": MOCK_FLAG_ENABLED,
 						"feature-off": MOCK_FLAG_DISABLED,
@@ -312,7 +313,7 @@ test.describe("BrowserFlagsManager", () => {
 			expect(result).toBeLessThanOrEqual(2);
 		});
 
-		test("cache expires after TTL", async ({ page }) => {
+		test("expired cache stays available during background revalidation", async ({ page }) => {
 			const result = await page.evaluate(async () => {
 				const manager = new window.__SDK__.BrowserFlagsManager({
 					config: {
@@ -334,8 +335,8 @@ test.describe("BrowserFlagsManager", () => {
 			});
 
 			expect(result.cached.status).toBe("ready");
-			expect(result.afterExpiry.status).toBe("loading");
-			expect(result.afterExpiry.loading).toBe(true);
+			expect(result.afterExpiry.status).toBe("ready");
+			expect(result.afterExpiry.loading).toBe(false);
 		});
 	});
 
@@ -350,8 +351,7 @@ test.describe("BrowserFlagsManager", () => {
 				"**/api.databuddy.cc/public/v1/flags/bulk**",
 				async (route) => {
 					bulkRequestCount++;
-					const url = new URL(route.request().url());
-					lastRequestedKeys = url.searchParams.get("keys")?.split(",") ?? [];
+					lastRequestedKeys = getFlagRequestKeys(route.request());
 
 					const response: Record<string, typeof MOCK_FLAG_ENABLED> = {};
 					for (const k of lastRequestedKeys) {
@@ -390,12 +390,12 @@ test.describe("BrowserFlagsManager", () => {
 	});
 
 	test.describe("user context", () => {
-		test("sends userId in query params", async ({ page }) => {
-			let capturedUrl = "";
+		test("sends user identity in the POST body", async ({ page }) => {
+			let capturedBody: Record<string, unknown> = {};
 			await page.route(
 				"**/api.databuddy.cc/public/v1/flags/bulk**",
 				async (route) => {
-					capturedUrl = route.request().url();
+					capturedBody = getFlagRequestBody(route.request());
 					await route.fulfill({
 						status: 200,
 						contentType: "application/json",
@@ -417,16 +417,19 @@ test.describe("BrowserFlagsManager", () => {
 				manager.destroy();
 			});
 
-			expect(capturedUrl).toContain("userId=user-123");
-			expect(capturedUrl).toContain("email=test%40example.com");
+			expect(capturedBody.userId).toBe("user-123");
+			expect(capturedBody.email).toBe("test@example.com");
 		});
 
 		test("updateUser triggers fresh fetch with new user", async ({ page }) => {
-			const capturedUrls: string[] = [];
+			const capturedUserIds: string[] = [];
 			await page.route(
 				"**/api.databuddy.cc/public/v1/flags/bulk**",
 				async (route) => {
-					capturedUrls.push(route.request().url());
+					const userId = getFlagRequestBody(route.request()).userId;
+					if (typeof userId === "string") {
+						capturedUserIds.push(userId);
+					}
 					await route.fulfill({
 						status: 200,
 						contentType: "application/json",
@@ -450,8 +453,8 @@ test.describe("BrowserFlagsManager", () => {
 				manager.destroy();
 			});
 
-			const hasUser1 = capturedUrls.some((u) => u.includes("userId=user-1"));
-			const hasUser2 = capturedUrls.some((u) => u.includes("userId=user-2"));
+			const hasUser1 = capturedUserIds.includes("user-1");
+			const hasUser2 = capturedUserIds.includes("user-2");
 			expect(hasUser1).toBe(true);
 			expect(hasUser2).toBe(true);
 		});
@@ -459,11 +462,11 @@ test.describe("BrowserFlagsManager", () => {
 		test("injects anonymous ID when no user identity provided", async ({
 			page,
 		}) => {
-			let capturedUrl = "";
+			let capturedBody: Record<string, unknown> = {};
 			await page.route(
 				"**/api.databuddy.cc/public/v1/flags/bulk**",
 				async (route) => {
-					capturedUrl = route.request().url();
+					capturedBody = getFlagRequestBody(route.request());
 					await route.fulfill({
 						status: 200,
 						contentType: "application/json",
@@ -481,7 +484,7 @@ test.describe("BrowserFlagsManager", () => {
 				manager.destroy();
 			});
 
-			expect(capturedUrl).toContain("userId=anon_");
+			expect(capturedBody.userId).toMatch(/^anon_/);
 		});
 	});
 
@@ -582,7 +585,7 @@ test.describe("BrowserFlagsManager", () => {
 	});
 
 	test.describe("error handling", () => {
-		test("returns default on API error", async ({ page }) => {
+		test("returns a typed initial API error", async ({ page }) => {
 			await page.route(
 				"**/api.databuddy.cc/public/v1/flags/bulk**",
 				async (route) => {
@@ -594,13 +597,23 @@ test.describe("BrowserFlagsManager", () => {
 				const manager = new window.__SDK__.BrowserFlagsManager({
 					config: { clientId: "test-id", autoFetch: false },
 				});
-				const flag = await manager.getFlag("feature-on");
+				let message = "";
+				try {
+					await manager.getFlag("feature-on");
+				} catch (error) {
+					message = error instanceof Error ? error.message : String(error);
+				}
+				const failure = manager.getLastError();
 				manager.destroy();
-				return flag;
+				return { message, failure };
 			});
 
-			expect(result.enabled).toBe(false);
-			expect(result.reason).toBe("ERROR");
+			expect(result.message).toContain("HTTP 500");
+			expect(result.failure).toMatchObject({
+				code: "HTTP_ERROR",
+				status: 500,
+				retryable: true,
+			});
 		});
 	});
 
@@ -670,11 +683,11 @@ test.describe("BrowserFlagsManager", () => {
 
 	test.describe("environment param", () => {
 		test("includes environment in request", async ({ page }) => {
-			let capturedUrl = "";
+			let capturedBody: Record<string, unknown> = {};
 			await page.route(
 				"**/api.databuddy.cc/public/v1/flags/bulk**",
 				async (route) => {
-					capturedUrl = route.request().url();
+					capturedBody = getFlagRequestBody(route.request());
 					await route.fulfill({
 						status: 200,
 						contentType: "application/json",
@@ -694,7 +707,7 @@ test.describe("BrowserFlagsManager", () => {
 				manager.destroy();
 			});
 
-			expect(capturedUrl).toContain("environment=staging");
+			expect(capturedBody.environment).toBe("staging");
 		});
 	});
 });
diff --git a/packages/sdk/tests/fuzz-flags-manager.spec.ts b/packages/sdk/tests/fuzz-flags-manager.spec.ts
index d5ddbb2c6..a33c31243 100644
--- a/packages/sdk/tests/fuzz-flags-manager.spec.ts
+++ b/packages/sdk/tests/fuzz-flags-manager.spec.ts
@@ -2,6 +2,7 @@ import { expect, test } from "@playwright/test";
 import {
 	MOCK_FLAG_DISABLED,
 	MOCK_FLAG_ENABLED,
+	getFlagRequestKeys,
 	waitForSDK,
 } from "./test-utils";
 
@@ -24,10 +25,8 @@ test.describe("Fuzz — BrowserFlagsManager (many async getFlag tries)", () => {
 			"**/api.databuddy.cc/public/v1/flags/**",
 			async (route) => {
 				const url = new URL(route.request().url());
-				const keysParam = url.searchParams.get("keys");
-
 				if (url.pathname.includes("/bulk")) {
-					const requestedKeys = keysParam?.split(",").filter(Boolean) ?? [];
+					const requestedKeys = getFlagRequestKeys(route.request());
 					const response: Record<string, typeof MOCK_FLAG_ENABLED> = {};
 					for (const k of requestedKeys) {
 						response[k] = k.includes("off")
diff --git a/packages/sdk/tests/node-client.test.ts b/packages/sdk/tests/node-client.test.ts
index edafdeebf..2485d9844 100644
--- a/packages/sdk/tests/node-client.test.ts
+++ b/packages/sdk/tests/node-client.test.ts
@@ -1,4 +1,4 @@
-import { afterEach, describe, expect, it, mock } from "bun:test";
+import { afterEach, describe, expect, it, jest, mock } from "bun:test";
 import { Databuddy } from "../src/node/index";
 import type { BatchEventInput } from "../src/node/types";
 
@@ -40,15 +40,26 @@ function mockFetch(
 }
 
 afterEach(() => {
+	if (jest.isFakeTimers()) {
+		jest.clearAllTimers();
+		jest.useRealTimers();
+	}
 	globalThis.fetch = originalFetch;
 });
 
+async function flushMicrotasks(): Promise<void> {
+	for (let index = 0; index < 20; index += 1) {
+		await Promise.resolve();
+	}
+}
+
 describe("Databuddy Node client", () => {
 	it("rejects blank API keys after trimming", () => {
 		expect(() => new Databuddy({ apiKey: "   " })).toThrow("apiKey");
 	});
 
 	it("returns a failed flush result when track reaches the batch threshold", async () => {
+		jest.useFakeTimers();
 		mockFetch(() => new Response("nope", { status: 500, statusText: "Server Error" }));
 
 		const client = new Databuddy({ apiKey: "dbdy_test", batchSize: 1 });
@@ -60,6 +71,119 @@ describe("Databuddy Node client", () => {
 
 		expect(result.success).toBe(false);
 		expect(result.error).toBe("HTTP 500: Server Error");
+		expect(result.retryable).toBe(true);
+		expect(result.statusCode).toBe(500);
+	});
+
+	it("surfaces structured server recovery details", async () => {
+		mockFetch(() =>
+			Response.json(
+				{
+					error: "Website lookup temporarily unavailable",
+					code: "basket.WEBSITE_LOOKUP_UNAVAILABLE",
+					why: "The configuration store could not be reached.",
+					fix: "Retry the same request.",
+					retryable: true,
+					requestId: "req_example",
+				},
+				{ status: 503 }
+			)
+		);
+		const client = new Databuddy({
+			apiKey: "dbdy_test",
+			enableBatching: false,
+		});
+
+		const result = await client.track({ name: "signup", websiteId: "site_1" });
+
+		expect(result).toMatchObject({
+			success: false,
+			error: "Website lookup temporarily unavailable",
+			code: "basket.WEBSITE_LOOKUP_UNAVAILABLE",
+			statusCode: 503,
+			retryable: true,
+			requestId: "req_example",
+			fix: "Retry the same request.",
+		});
+	});
+
+	it("keeps retryable flush failures queued for a later flush", async () => {
+		const calls = mockFetch((callNumber) =>
+			callNumber === 1
+				? Response.json(
+						{
+							error: "Temporarily unavailable",
+							retryable: true,
+						},
+						{ status: 503 }
+					)
+				: jsonResponse({ status: "success", processed: 1 })
+		);
+		const client = new Databuddy({ apiKey: "dbdy_test", batchSize: 1 });
+
+		const first = await client.track({
+			name: "signup",
+			websiteId: "site_1",
+		});
+		const retried = await client.flush();
+
+		expect(first.success).toBe(false);
+		expect(retried).toMatchObject({
+			success: true,
+			delivery: "delivered",
+			processed: 1,
+		});
+		expect(calls).toHaveLength(2);
+	});
+
+	it("automatically retries queued failures with capped exponential backoff", async () => {
+		jest.useFakeTimers();
+		const calls = mockFetch((callNumber) =>
+			callNumber < 10
+				? Response.json({ error: "Temporarily unavailable" }, { status: 503 })
+				: jsonResponse({ status: "success", processed: 1 })
+		);
+		const client = new Databuddy({
+			apiKey: "dbdy_test",
+			batchSize: 1,
+			batchTimeout: 1,
+		});
+
+		const first = await client.track({
+			name: "signup",
+			websiteId: "site_1",
+		});
+		expect(first).toMatchObject({ success: false, retryable: true });
+
+		const delays = [250, 500, 1000, 2000, 4000, 8000, 16_000, 30_000, 30_000];
+		for (const [index, delay] of delays.entries()) {
+			jest.advanceTimersByTime(delay - 1);
+			await flushMicrotasks();
+			expect(calls).toHaveLength(index + 1);
+
+			jest.advanceTimersByTime(1);
+			await flushMicrotasks();
+			expect(calls).toHaveLength(index + 2);
+		}
+
+		expect(await client.flush()).toMatchObject({
+			success: true,
+			delivery: "skipped",
+			processed: 0,
+		});
+	});
+
+	it("reports queued events separately from delivered events", async () => {
+		mockFetch(() => jsonResponse({ status: "success", processed: 1 }));
+		const client = new Databuddy({ apiKey: "dbdy_test", batchSize: 10 });
+
+		const result = await client.track({
+			name: "signup",
+			websiteId: "site_1",
+		});
+
+		expect(result).toEqual({ success: true, delivery: "queued" });
+		await client.flush();
 	});
 
 	it("does not poison deduplication when an unbatched send fails", async () => {
diff --git a/packages/sdk/tests/server-flags-manager.test.ts b/packages/sdk/tests/server-flags-manager.test.ts
index bafe8cc84..00dc4dd43 100644
--- a/packages/sdk/tests/server-flags-manager.test.ts
+++ b/packages/sdk/tests/server-flags-manager.test.ts
@@ -1,5 +1,6 @@
 import { afterEach, beforeEach, describe, expect, it, mock } from "bun:test";
 import type { FlagResult, FlagsConfig } from "../src/core/flags/types";
+import { FlagsRequestError } from "../src/core/flags/shared";
 import { createServerFlagsManager } from "../src/node/flags/flags-manager";
 import { ServerFlagsManager } from "../src/node/flags/flags-manager";
 
@@ -35,19 +36,25 @@ const sleep = (ms: number) => new Promise((r) => setTimeout(r, ms));
 
 function mockFetch(flagsResponse: Record<string, FlagResult> = DEFAULT_FLAGS) {
 	const calls: string[] = [];
+	const bodies: Array<Record<string, unknown>> = [];
 	const originalFetch = globalThis.fetch;
 
-	globalThis.fetch = mock(async (input: string | URL | Request) => {
+	globalThis.fetch = mock(async (input: string | URL | Request, init?: RequestInit) => {
 		const url = typeof input === "string" ? input : input.toString();
 		calls.push(url);
-
-		const urlObj = new URL(url);
-		const keys = urlObj.searchParams.get("keys");
+		const body =
+			typeof init?.body === "string"
+				? (JSON.parse(init.body) as Record<string, unknown>)
+				: {};
+		bodies.push(body);
+		const keys = Array.isArray(body.keys) ? body.keys : null;
 
 		if (keys) {
-			const requestedKeys = keys.split(",");
 			const filtered = Object.fromEntries(
-				requestedKeys.map((k) => [k, flagsResponse[k] ?? FLAG_DISABLED])
+				keys.map((key) => [
+					String(key),
+					flagsResponse[String(key)] ?? FLAG_DISABLED,
+				])
 			);
 			return new Response(JSON.stringify({ flags: filtered }), {
 				status: 200,
@@ -62,6 +69,7 @@ function mockFetch(flagsResponse: Record<string, FlagResult> = DEFAULT_FLAGS) {
 	}) as typeof fetch;
 
 	return {
+		bodies,
 		calls,
 		restore: () => {
 			globalThis.fetch = originalFetch;
@@ -196,24 +204,31 @@ describe("ServerFlagsManager", () => {
 
 			expect(resultA.enabled).toBe(true);
 			expect(resultB.enabled).toBe(true);
+			expect(fetchMock.bodies.some((body) => body.userId === "user-a")).toBe(
+				true
+			);
+			expect(fetchMock.bodies.some((body) => body.userId === "user-b")).toBe(
+				true
+			);
 			expect(
-				fetchMock.calls.some((url) => url.includes("userId=user-a"))
-			).toBe(true);
-			expect(
-				fetchMock.calls.some((url) => url.includes("userId=user-b"))
-			).toBe(true);
-			expect(
-				fetchMock.calls.some((url) => url.includes("userId=global-user"))
+				fetchMock.bodies.some((body) => body.userId === "global-user")
 			).toBe(false);
+			expect(fetchMock.calls.some((url) => url.includes("userId="))).toBe(
+				false
+			);
 		});
 
 		it("isolates cache by organization context", async () => {
 			fetchMock.restore();
 			const calls: string[] = [];
-			globalThis.fetch = mock(async (input: string | URL | Request) => {
+			globalThis.fetch = mock(async (input: string | URL | Request, init?: RequestInit) => {
 				const url = typeof input === "string" ? input : input.toString();
 				calls.push(url);
-				const orgId = new URL(url).searchParams.get("organizationId");
+				const body =
+					typeof init?.body === "string"
+						? (JSON.parse(init.body) as Record<string, unknown>)
+						: {};
+				const orgId = body.organizationId;
 				return new Response(
 					JSON.stringify({
 						flags: {
@@ -260,9 +275,9 @@ describe("ServerFlagsManager", () => {
 			const bulkCalls = fetchMock.calls.filter((url) => url.includes("/bulk"));
 			expect(bulkCalls.length).toBe(1);
 
-			const url = new URL(bulkCalls.at(0) ?? "");
-			const keys = url.searchParams.get("keys")?.split(",") ?? [];
-			expect(keys.length).toBe(3);
+			const keys = fetchMock.bodies.find((body) => Array.isArray(body.keys))
+				?.keys as string[] | undefined;
+			expect(keys?.length).toBe(3);
 			expect(keys).toContain("feature-on");
 			expect(keys).toContain("feature-off");
 			expect(keys).toContain("feature-variant");
@@ -296,7 +311,7 @@ describe("ServerFlagsManager", () => {
 			expect(fetchMock.calls.length).toBe(callsBefore);
 		});
 
-		it("re-fetches after cache expires", async () => {
+		it("serves stale data while re-fetching after cache expiry", async () => {
 			const manager = await create({
 				clientId: "test-id",
 				cacheTtl: 30,
@@ -308,7 +323,9 @@ describe("ServerFlagsManager", () => {
 
 			await sleep(50);
 
-			await manager.getFlag("feature-on");
+			const stale = await manager.getFlag("feature-on");
+			expect(stale.enabled).toBe(true);
+			await sleep(20);
 			expect(fetchMock.calls.length).toBeGreaterThan(callsAfterFirst);
 		});
 
@@ -343,7 +360,7 @@ describe("ServerFlagsManager", () => {
 	});
 
 	describe("user context", () => {
-		it("sends userId and email in query params", async () => {
+		it("sends userId and email in the POST body, not the URL", async () => {
 			const manager = await create({
 				clientId: "test-id",
 				user: { userId: "user-123", email: "test@example.com" },
@@ -352,12 +369,12 @@ describe("ServerFlagsManager", () => {
 			await manager.getFlag("feature-on");
 			await sleep(20);
 
-			const hasUser = fetchMock.calls.some(
-				(url) =>
-					url.includes("userId=user-123") &&
-					url.includes("email=test%40example.com")
+			const hasUser = fetchMock.bodies.some(
+				(body) =>
+					body.userId === "user-123" && body.email === "test@example.com"
 			);
 			expect(hasUser).toBe(true);
+			expect(fetchMock.calls.some((url) => url.includes("test%40"))).toBe(false);
 		});
 
 		it("sends organizationId and teamId", async () => {
@@ -369,14 +386,14 @@ describe("ServerFlagsManager", () => {
 			await manager.getFlag("feature-on");
 			await sleep(20);
 
-			const hasOrgTeam = fetchMock.calls.some(
-				(url) =>
-					url.includes("organizationId=org-1") && url.includes("teamId=team-1")
+			const hasOrgTeam = fetchMock.bodies.some(
+				(body) =>
+					body.organizationId === "org-1" && body.teamId === "team-1"
 			);
 			expect(hasOrgTeam).toBe(true);
 		});
 
-		it("sends environment in query params", async () => {
+		it("sends environment in the POST body", async () => {
 			const manager = await create({
 				clientId: "test-id",
 				environment: "staging",
@@ -385,8 +402,8 @@ describe("ServerFlagsManager", () => {
 			await manager.getFlag("feature-on");
 			await sleep(20);
 
-			const hasEnv = fetchMock.calls.some((url) =>
-				url.includes("environment=staging")
+			const hasEnv = fetchMock.bodies.some(
+				(body) => body.environment === "staging"
 			);
 			expect(hasEnv).toBe(true);
 		});
@@ -401,8 +418,8 @@ describe("ServerFlagsManager", () => {
 			manager.updateUser({ userId: "user-2" });
 			await sleep(100);
 
-			const hasUser2 = fetchMock.calls.some((url) =>
-				url.includes("userId=user-2")
+			const hasUser2 = fetchMock.bodies.some(
+				(body) => body.userId === "user-2"
 			);
 			expect(hasUser2).toBe(true);
 		});
@@ -485,7 +502,7 @@ describe("ServerFlagsManager", () => {
 	});
 
 	describe("error handling", () => {
-		it("returns error result on API failure", async () => {
+		it("throws a typed failure on an initial API error", async () => {
 			fetchMock.restore();
 			globalThis.fetch = mock(async () => {
 				return new Response("Internal Server Error", { status: 500 });
@@ -493,9 +510,14 @@ describe("ServerFlagsManager", () => {
 
 			const manager = await create({ clientId: "test-id" });
 
-			const result = await manager.getFlag("feature-on");
-			expect(result.enabled).toBe(false);
-			expect(result.reason).toBe("ERROR");
+			await expect(manager.getFlag("feature-on")).rejects.toBeInstanceOf(
+				FlagsRequestError
+			);
+			expect(manager.getLastError()).toMatchObject({
+				code: "HTTP_ERROR",
+				status: 500,
+				retryable: true,
+			});
 		});
 
 		it("returns error result on network failure", async () => {
@@ -510,6 +532,34 @@ describe("ServerFlagsManager", () => {
 				"Network error"
 			);
 		});
+
+		it("keeps the last-known value when revalidation fails", async () => {
+			const manager = await create({
+				clientId: "test-id",
+				cacheTtl: 5,
+				staleTime: 1,
+			});
+			const first = await manager.getFlag("feature-on");
+			expect(first.enabled).toBe(true);
+
+			fetchMock.restore();
+			globalThis.fetch = mock(async () =>
+				Response.json(
+					{ error: "Flag service unavailable" },
+					{ status: 503 }
+				)
+			) as typeof fetch;
+			await sleep(10);
+
+			const stale = await manager.getFlag("feature-on");
+			expect(stale).toEqual(first);
+			await sleep(20);
+			expect(manager.getMemoryFlags()["feature-on"]).toEqual(first);
+			expect(manager.getLastError()).toMatchObject({
+				status: 503,
+				retryable: true,
+			});
+		});
 	});
 
 	describe("destroy", () => {
diff --git a/packages/sdk/tests/test-utils.ts b/packages/sdk/tests/test-utils.ts
index 760327283..bef7bd52c 100644
--- a/packages/sdk/tests/test-utils.ts
+++ b/packages/sdk/tests/test-utils.ts
@@ -1,4 +1,24 @@
-import type { Page } from "@playwright/test";
+import type { Page, Request } from "@playwright/test";
+
+export function getFlagRequestBody(request: Request): Record<string, unknown> {
+	const data = request.postData();
+	if (!data) {
+		return {};
+	}
+	try {
+		const parsed = JSON.parse(data);
+		return parsed && typeof parsed === "object" && !Array.isArray(parsed)
+			? (parsed as Record<string, unknown>)
+			: {};
+	} catch {
+		return {};
+	}
+}
+
+export function getFlagRequestKeys(request: Request): string[] {
+	const keys = getFlagRequestBody(request).keys;
+	return Array.isArray(keys) ? keys.map(String).filter(Boolean) : [];
+}
 
 /** Standard mock flag response */
 export const MOCK_FLAG_ENABLED = {
diff --git a/packages/tracker/src/core/client.ts b/packages/tracker/src/core/client.ts
index bf8056876..ea8629713 100644
--- a/packages/tracker/src/core/client.ts
+++ b/packages/tracker/src/core/client.ts
@@ -5,6 +5,53 @@ export interface ClientConfig {
 	maxRetries?: number;
 }
 
+export type HttpResult<T> =
+	| {
+			attempts: number;
+			data: T | null;
+			ok: true;
+			status: number | null;
+			transport: "beacon" | "fetch";
+	  }
+	| {
+			attempts: number;
+			code: "HTTP_ERROR" | "NETWORK_ERROR" | "REQUEST_ERROR";
+			message: string;
+			ok: false;
+			retryable: boolean;
+			status: number | null;
+			transport: "fetch";
+	  };
+
+function parseResponseBody(text: string): unknown {
+	if (!text) {
+		return null;
+	}
+	try {
+		return JSON.parse(text);
+	} catch {
+		return text;
+	}
+}
+
+function responseErrorMessage(body: unknown, status: number): string {
+	if (body && typeof body === "object") {
+		const record = body as Record<string, unknown>;
+		const message = record.error ?? record.message;
+		if (typeof message === "string" && message.trim()) {
+			return message;
+		}
+	}
+	if (typeof body === "string" && body.trim()) {
+		return body;
+	}
+	return `HTTP ${status}`;
+}
+
+function isRetryableStatus(status: number): boolean {
+	return status === 408 || status === 425 || status === 429 || status >= 500;
+}
+
 export class HttpClient {
 	baseUrl: string;
 	headers: Record<string, string>;
@@ -23,10 +70,10 @@ export class HttpClient {
 
 	async post<T>(
 		url: string,
-		data: any,
+		data: unknown,
 		options: RequestInit = {},
 		retryCount = 0
-	): Promise<T | null> {
+	): Promise<HttpResult<T>> {
 		if (
 			retryCount === 0 &&
 			typeof navigator !== "undefined" &&
@@ -38,75 +85,83 @@ export class HttpClient {
 					type: "application/json",
 				});
 				if (navigator.sendBeacon(url, blob)) {
-					return { success: true } as any;
+					return {
+						ok: true,
+						data: null,
+						status: null,
+						attempts: 1,
+						transport: "beacon",
+					};
 				}
-			} catch (e) {
-				console.error("Error sending beacon", e);
+			} catch {
+				// Fall through to fetch so callers receive a verifiable outcome.
 			}
 		}
 
 		try {
-			const fetchOptions: RequestInit = {
+			const response = await fetch(url, {
 				method: "POST",
 				headers: this.headers,
 				body: JSON.stringify(data ?? {}),
 				keepalive: true,
 				credentials: "omit",
 				...options,
-			};
-
-			const response = await fetch(url, fetchOptions);
-
-			if (response.status === 401) {
-				return null;
-			}
+			});
+			const text = await response.text();
+			const body = parseResponseBody(text);
 
-			if (response.status !== 200 && response.status !== 202) {
-				if (
-					((response.status >= 500 && response.status < 600) ||
-						response.status === 429) &&
-					retryCount < this.maxRetries
-				) {
-					const jitter = Math.random() * 0.3 + 0.85;
-					const delay = this.initialRetryDelay * 2 ** retryCount * jitter;
-					await new Promise((resolve) => setTimeout(resolve, delay));
+			if (!response.ok) {
+				const retryable = isRetryableStatus(response.status);
+				if (retryable && retryCount < this.maxRetries) {
+					await this.waitBeforeRetry(retryCount);
 					return this.post(url, data, options, retryCount + 1);
 				}
-				throw new Error(
-					`HTTP error! status: ${response.status} for URL: ${url}`
-				);
+				return {
+					ok: false,
+					code: "HTTP_ERROR",
+					message: responseErrorMessage(body, response.status),
+					status: response.status,
+					retryable,
+					attempts: retryCount + 1,
+					transport: "fetch",
+				};
 			}
 
-			const text = await response.text();
-			if (!text) {
-				return null;
-			}
-			try {
-				return JSON.parse(text);
-			} catch {
-				return null;
-			}
+			return {
+				ok: true,
+				data: body as T | null,
+				status: response.status,
+				attempts: retryCount + 1,
+				transport: "fetch",
+			};
 		} catch (error) {
 			const isNetworkError =
 				error instanceof TypeError ||
 				(error instanceof Error && error.name === "NetworkError");
 
 			if (retryCount < this.maxRetries && isNetworkError) {
-				const jitter = Math.random() * 0.3 + 0.85;
-				const delay = this.initialRetryDelay * 2 ** retryCount * jitter;
-				await new Promise((resolve) => setTimeout(resolve, delay));
+				await this.waitBeforeRetry(retryCount);
 				return this.post(url, data, options, retryCount + 1);
 			}
-			return null;
+
+			return {
+				ok: false,
+				code: isNetworkError ? "NETWORK_ERROR" : "REQUEST_ERROR",
+				message: error instanceof Error ? error.message : "Request failed",
+				status: null,
+				retryable: isNetworkError,
+				attempts: retryCount + 1,
+				transport: "fetch",
+			};
 		}
 	}
 
 	fetch<T>(
 		endpoint: string,
-		data: any,
+		data: unknown,
 		options: RequestInit = {},
 		queryParams?: Record<string, string>
-	): Promise<T | null> {
+	): Promise<HttpResult<T>> {
 		let url = `${this.baseUrl}${endpoint}`;
 		if (queryParams) {
 			const params = new URLSearchParams(queryParams);
@@ -114,4 +169,10 @@ export class HttpClient {
 		}
 		return this.post(url, data, options, 0);
 	}
+
+	private async waitBeforeRetry(retryCount: number): Promise<void> {
+		const jitter = Math.random() * 0.3 + 0.85;
+		const delay = this.initialRetryDelay * 2 ** retryCount * jitter;
+		await new Promise((resolve) => setTimeout(resolve, delay));
+	}
 }
diff --git a/packages/tracker/src/core/tracker.ts b/packages/tracker/src/core/tracker.ts
index b3bb6dc35..b59e286e1 100644
--- a/packages/tracker/src/core/tracker.ts
+++ b/packages/tracker/src/core/tracker.ts
@@ -1,4 +1,4 @@
-import { HttpClient } from "./client";
+import { HttpClient, type HttpResult } from "./client";
 import type {
 	BaseEvent,
 	ErrorSpan,
@@ -6,14 +6,18 @@ import type {
 	ProfileTraits,
 	TrackEventPayload,
 	TrackerOptions,
+	TrackerSendOutcome,
 	WebVitalEvent,
 } from "./types";
 import {
 	generateUUIDv4,
+	buildPagePath,
 	isDebugMode,
 	isLocalhost,
+	isOptedOut,
 	logger,
 	maskPathname,
+	sanitizePageUrl,
 } from "./utils";
 
 const TRACKED_PARAMS: Record<string, boolean> = {
@@ -36,12 +40,14 @@ const PHANTOMJS_REGEX = /\bPhantomJS\b/i;
 const ANON_ID_PATTERN = /^anon_[0-9a-f-]{36}$/;
 const SESSION_ID_PATTERN = /^sess_[0-9a-f-]{36}$/;
 const MAX_PROFILE_ID_LENGTH = 128;
+const MIN_RETRY_DELAY = 250;
+const MAX_RETRY_DELAY = 30_000;
 
-interface QueueMeta<T> {
+interface QueueMeta {
 	endpoint: string;
 	flushing: boolean;
-	onFailure?: (items: T[]) => void;
 	queryParam: string;
+	retryAttempts: number;
 	threshold: number;
 	timer: Timer | null;
 }
@@ -74,10 +80,10 @@ export class BaseTracker {
 	// Public flushBatch/flushVitals/flushErrors/flushTrack remain as thin
 	// wrappers for backwards-compat with tests + index.ts.
 	protected _meta!: {
-		batch: QueueMeta<BaseEvent>;
-		vitals: QueueMeta<WebVitalEvent>;
-		errors: QueueMeta<ErrorSpan>;
-		track: QueueMeta<TrackEventPayload>;
+		batch: QueueMeta;
+		vitals: QueueMeta;
+		errors: QueueMeta;
+		track: QueueMeta;
 	};
 
 	private readonly routeChangeCallbacks: Array<(path: string) => void> = [];
@@ -102,6 +108,12 @@ export class BaseTracker {
 			sdkVersion: "2.0.0",
 			...options,
 		};
+		if (
+			options.trackWebVitals === undefined &&
+			options.trackPerformance !== undefined
+		) {
+			this.options.trackWebVitals = options.trackPerformance;
+		}
 
 		const effectiveMaxRetries =
 			this.options.enableRetries === false ? 0 : (this.options.maxRetries ?? 3);
@@ -123,18 +135,15 @@ export class BaseTracker {
 				flushing: false,
 				endpoint: "/batch",
 				queryParam: "client_id",
+				retryAttempts: 0,
 				threshold: this.options.batchSize || 10,
-				onFailure: (items) => {
-					for (const evt of items) {
-						this.send({ ...evt, isForceSend: true });
-					}
-				},
 			},
 			vitals: {
 				timer: null,
 				flushing: false,
 				endpoint: "/vitals",
 				queryParam: "client_id",
+				retryAttempts: 0,
 				threshold: 6,
 			},
 			errors: {
@@ -142,6 +151,7 @@ export class BaseTracker {
 				flushing: false,
 				endpoint: "/errors",
 				queryParam: "client_id",
+				retryAttempts: 0,
 				threshold: 10,
 			},
 			track: {
@@ -149,6 +159,7 @@ export class BaseTracker {
 				flushing: false,
 				endpoint: "/track",
 				queryParam: "website_id",
+				retryAttempts: 0,
 				threshold: 10,
 			},
 		};
@@ -343,7 +354,7 @@ export class BaseTracker {
 				{ client_id: this.options.clientId }
 			)
 			.then((result) => {
-				if (!result) {
+				if (!result.ok) {
 					return;
 				}
 				try {
@@ -369,7 +380,12 @@ export class BaseTracker {
 	}
 
 	protected shouldSkipTracking(): boolean {
-		if (this.isServer() || this.options.disabled || this.isLikelyBot) {
+		if (
+			this.isServer() ||
+			this.options.disabled ||
+			this.isLikelyBot ||
+			isOptedOut()
+		) {
 			return true;
 		}
 
@@ -462,13 +478,13 @@ export class BaseTracker {
 		}
 
 		return {
-			path:
-				window.location.origin +
-				this.getMaskedPath() +
-				window.location.search +
-				window.location.hash,
+			path: buildPagePath(
+				window.location.origin,
+				window.location.pathname,
+				this.options.maskPatterns
+			),
 			title: document.title,
-			referrer: document.referrer || "",
+			referrer: sanitizePageUrl(document.referrer),
 			viewport_size: width && height ? `${width}x${height}` : undefined,
 			timezone: this.cachedTimezone,
 			language: navigator.language,
@@ -476,39 +492,58 @@ export class BaseTracker {
 		};
 	}
 
-	send(event: BaseEvent & { isForceSend?: boolean }): Promise<unknown> {
+	send(
+		event: BaseEvent & { isForceSend?: boolean }
+	): Promise<TrackerSendOutcome> {
 		if (this.shouldSkipTracking()) {
-			return Promise.resolve();
+			return Promise.resolve({ ok: true, status: "skipped", count: 0 });
 		}
 		if (this.options.filter && !this.options.filter(event)) {
-			return Promise.resolve();
+			return Promise.resolve({ ok: true, status: "skipped", count: 0 });
 		}
 
 		const samplingRate = this.options.samplingRate ?? 1.0;
 		if (samplingRate < 1.0 && Math.random() > samplingRate) {
-			return Promise.resolve();
+			return Promise.resolve({ ok: true, status: "skipped", count: 0 });
 		}
 
 		if (this.options.enableBatching && !event.isForceSend) {
 			return this.addToBatch(event);
 		}
 
-		return this.api.fetch(
-			"/",
-			event,
-			{ keepalive: true },
-			{ client_id: this.options.clientId }
+		return this.api
+			.fetch(
+				"/",
+				event,
+				{ keepalive: true },
+				{ client_id: this.options.clientId }
+			)
+			.then((result) => this.toSendOutcome(result, 1));
+	}
+
+	private _retryDelay(attempts: number): number {
+		const configured = this.options.initialRetryDelay ?? 500;
+		const base = Math.max(
+			MIN_RETRY_DELAY,
+			Math.min(configured, MAX_RETRY_DELAY)
 		);
+		const exponent = Math.min(Math.max(0, attempts - 1), 16);
+		return Math.min(base * 2 ** exponent, MAX_RETRY_DELAY);
 	}
 
-	private _enqueue<T>(queue: T[], meta: QueueMeta<T>, item: T): void {
-		queue.push(item);
+	private _scheduleQueueFlush<T>(
+		queue: T[],
+		meta: QueueMeta,
+		delay: number
+	): void {
 		if (meta.timer === null) {
-			meta.timer = setTimeout(
-				() => this._flushQueue(queue, meta),
-				this.options.batchTimeout
-			);
+			meta.timer = setTimeout(() => this._flushQueue(queue, meta), delay);
 		}
+	}
+
+	private _enqueue<T>(queue: T[], meta: QueueMeta, item: T): void {
+		queue.push(item);
+		this._scheduleQueueFlush(queue, meta, this.options.batchTimeout ?? 5000);
 		if (queue.length >= meta.threshold) {
 			this._flushQueue(queue, meta);
 		}
@@ -516,17 +551,18 @@ export class BaseTracker {
 
 	private async _flushQueue<T>(
 		queue: T[],
-		meta: QueueMeta<T>
-	): Promise<unknown> {
+		meta: QueueMeta
+	): Promise<TrackerSendOutcome> {
 		if (meta.flushing) {
-			return;
+			return { ok: true, status: "queued", count: queue.length };
 		}
 		if (meta.timer) {
 			clearTimeout(meta.timer);
 			meta.timer = null;
 		}
 		if (queue.length === 0) {
-			return;
+			meta.retryAttempts = 0;
+			return { ok: true, status: "skipped", count: 0 };
 		}
 
 		meta.flushing = true;
@@ -534,47 +570,56 @@ export class BaseTracker {
 		queue.length = 0;
 
 		try {
-			return await this.api.fetch(
+			const result = await this.api.fetch(
 				meta.endpoint,
 				items,
 				{ keepalive: true },
 				{ [meta.queryParam]: this.options.clientId }
 			);
-		} catch {
-			meta.onFailure?.(items);
-			return null;
+			if (!result.ok && result.retryable) {
+				queue.unshift(...items);
+				meta.retryAttempts += 1;
+				this._scheduleQueueFlush(
+					queue,
+					meta,
+					this._retryDelay(meta.retryAttempts)
+				);
+			} else {
+				meta.retryAttempts = 0;
+			}
+			return this.toSendOutcome(result, items.length);
 		} finally {
 			meta.flushing = false;
 		}
 	}
 
-	addToBatch(event: BaseEvent): Promise<void> {
+	addToBatch(event: BaseEvent): Promise<TrackerSendOutcome> {
 		this._enqueue(this.batchQueue, this._meta.batch, event);
-		return Promise.resolve();
+		return Promise.resolve({ ok: true, status: "queued", count: 1 });
 	}
 
 	flushBatch() {
 		return this._flushQueue(this.batchQueue, this._meta.batch);
 	}
 
-	sendVital(event: WebVitalEvent): Promise<void> {
+	sendVital(event: WebVitalEvent): Promise<TrackerSendOutcome> {
 		if (this.shouldSkipTracking()) {
-			return Promise.resolve();
+			return Promise.resolve({ ok: true, status: "skipped", count: 0 });
 		}
 		this._enqueue(this.vitalsQueue, this._meta.vitals, event);
-		return Promise.resolve();
+		return Promise.resolve({ ok: true, status: "queued", count: 1 });
 	}
 
 	flushVitals() {
 		return this._flushQueue(this.vitalsQueue, this._meta.vitals);
 	}
 
-	sendError(error: ErrorSpan): Promise<void> {
+	sendError(error: ErrorSpan): Promise<TrackerSendOutcome> {
 		if (this.shouldSkipTracking()) {
-			return Promise.resolve();
+			return Promise.resolve({ ok: true, status: "skipped", count: 0 });
 		}
 		this._enqueue(this.errorsQueue, this._meta.errors, error);
-		return Promise.resolve();
+		return Promise.resolve({ ok: true, status: "queued", count: 1 });
 	}
 
 	flushErrors() {
@@ -584,9 +629,9 @@ export class BaseTracker {
 	trackEvent(
 		name: string,
 		properties?: Record<string, unknown>
-	): Promise<void> {
+	): Promise<TrackerSendOutcome> {
 		if (this.shouldSkipTracking()) {
-			return Promise.resolve();
+			return Promise.resolve({ ok: true, status: "skipped", count: 0 });
 		}
 
 		const event: TrackEventPayload = {
@@ -602,13 +647,36 @@ export class BaseTracker {
 		};
 
 		this._enqueue(this.trackQueue, this._meta.track, event);
-		return Promise.resolve();
+		return Promise.resolve({ ok: true, status: "queued", count: 1 });
 	}
 
 	flushTrack() {
 		return this._flushQueue(this.trackQueue, this._meta.track);
 	}
 
+	private toSendOutcome<T>(
+		result: HttpResult<T>,
+		count: number
+	): TrackerSendOutcome {
+		if (result.ok) {
+			return {
+				ok: true,
+				status: result.transport === "beacon" ? "queued" : "delivered",
+				count,
+			};
+		}
+		return {
+			ok: false,
+			status: "failed",
+			count,
+			code: result.code,
+			message: result.message,
+			statusCode: result.status,
+			retryable: result.retryable,
+			attempts: result.attempts,
+		};
+	}
+
 	sendBeacon(data: unknown, endpoint = "/vitals"): boolean {
 		if (this.isServer() || !navigator.sendBeacon) {
 			return false;
diff --git a/packages/tracker/src/core/types.ts b/packages/tracker/src/core/types.ts
index 4143366ec..e03b7816d 100644
--- a/packages/tracker/src/core/types.ts
+++ b/packages/tracker/src/core/types.ts
@@ -11,6 +11,7 @@ export type TrackerOptions = {
 	trackHashChanges?: boolean;
 	trackAttributes?: boolean;
 	trackOutgoingLinks?: boolean;
+	/** @deprecated Use trackWebVitals. This remains as a compatibility alias. */
 	trackPerformance?: boolean;
 	trackWebVitals?: boolean;
 	trackInteractions?: boolean;
@@ -35,6 +36,23 @@ export type TrackerOptions = {
 	maskPatterns?: string[];
 };
 
+export type TrackerSendOutcome =
+	| {
+			count: number;
+			ok: true;
+			status: "delivered" | "queued" | "skipped";
+	  }
+	| {
+			attempts: number;
+			code: "HTTP_ERROR" | "NETWORK_ERROR" | "REQUEST_ERROR";
+			count: number;
+			message: string;
+			ok: false;
+			retryable: boolean;
+			status: "failed";
+			statusCode: number | null;
+	  };
+
 export type EventContext = {
 	path: string;
 	title: string;
@@ -155,6 +173,7 @@ declare global {
 	}
 
 	interface Navigator {
+		globalPrivacyControl?: boolean;
 		webdriver?: boolean;
 	}
 }
diff --git a/packages/tracker/src/core/utils.ts b/packages/tracker/src/core/utils.ts
index 54753c024..1c32d41c8 100644
--- a/packages/tracker/src/core/utils.ts
+++ b/packages/tracker/src/core/utils.ts
@@ -61,6 +61,26 @@ export function maskPathname(
 	return pathname;
 }
 
+export function buildPagePath(
+	origin: string,
+	pathname: string,
+	patterns?: readonly string[]
+): string {
+	return `${origin}${maskPathname(pathname, patterns)}`;
+}
+
+export function sanitizePageUrl(value: string): string {
+	if (!value) {
+		return "";
+	}
+	try {
+		const url = new URL(value);
+		return `${url.origin}${url.pathname}`;
+	} catch {
+		return "";
+	}
+}
+
 function applyMaskPattern(pathname: string, pattern: string): string | null {
 	const normalized =
 		pattern.length > 1 && pattern.endsWith("/")
@@ -145,6 +165,12 @@ export function isOptedOut(): boolean {
 	if (typeof window === "undefined") {
 		return false;
 	}
+	if (
+		typeof navigator !== "undefined" &&
+		(navigator.globalPrivacyControl === true || navigator.doNotTrack === "1")
+	) {
+		return true;
+	}
 	try {
 		return (
 			localStorage.getItem("databuddy_opt_out") === "true" ||
diff --git a/packages/tracker/src/index.ts b/packages/tracker/src/index.ts
index 13e892caf..603ac029d 100644
--- a/packages/tracker/src/index.ts
+++ b/packages/tracker/src/index.ts
@@ -5,6 +5,7 @@ import {
 	getTrackerConfig,
 	isDebugMode,
 	isOptedOut,
+	sanitizePageUrl,
 } from "./core/utils";
 import { initErrorTracking } from "./plugins/errors";
 import { initInteractionTracking } from "./plugins/interactions";
@@ -279,7 +280,7 @@ export class Databuddy extends BaseTracker {
 	private trackPageExit(exitPath?: string) {
 		const now = Date.now();
 		this._trackInternal("page_exit", {
-			path: exitPath,
+			path: exitPath ? sanitizePageUrl(exitPath) : undefined,
 			timestamp: now,
 			time_on_page: Math.round((now - this.pageStartTime) / 1000),
 			scroll_depth: this.maxScrollDepth,
diff --git a/packages/tracker/src/plugins/outgoing-links.ts b/packages/tracker/src/plugins/outgoing-links.ts
index d4d0325e6..6cf255468 100644
--- a/packages/tracker/src/plugins/outgoing-links.ts
+++ b/packages/tracker/src/plugins/outgoing-links.ts
@@ -1,5 +1,5 @@
 import type { BaseTracker } from "../core/tracker";
-import { generateUUIDv4 } from "../core/utils";
+import { generateUUIDv4, sanitizePageUrl } from "../core/utils";
 
 export function initOutgoingLinksTracking(tracker: BaseTracker): () => void {
 	if (tracker.isServer()) {
@@ -43,7 +43,7 @@ export function initOutgoingLinksTracking(tracker: BaseTracker): () => void {
 					anonymizeVisitorIds: tracker.options.anonymizeVisitorIds,
 					sessionId: tracker.sessionId,
 					timestamp: Date.now(),
-					href: link.href,
+					href: sanitizePageUrl(link.href),
 					text: link.innerText || link.title || "",
 					...tracker.getBaseContext(),
 				},
diff --git a/packages/tracker/src/plugins/pixel.ts b/packages/tracker/src/plugins/pixel.ts
index 61fc72167..b7764b8f7 100644
--- a/packages/tracker/src/plugins/pixel.ts
+++ b/packages/tracker/src/plugins/pixel.ts
@@ -1,4 +1,5 @@
 import type { BaseTracker } from "../core/tracker";
+import type { HttpResult } from "../core/client";
 
 const PIXEL_PATH = "/px.jpg";
 
@@ -109,8 +110,30 @@ export function initPixelTracking(tracker: BaseTracker) {
 		return sendOnePixel(eventType, data as Record<string, unknown>);
 	};
 
-	tracker.api.fetch = <T>(endpoint: string, data: unknown): Promise<T | null> =>
-		sendToPixel(endpoint, data) as Promise<T | null>;
+	tracker.api.fetch = async <T>(
+		endpoint: string,
+		data: unknown
+	): Promise<HttpResult<T>> => {
+		const result = await sendToPixel(endpoint, data);
+		if (result.success) {
+			return {
+				ok: true,
+				data: null,
+				status: null,
+				attempts: 1,
+				transport: "beacon",
+			};
+		}
+		return {
+			ok: false,
+			code: "NETWORK_ERROR",
+			message: "Tracking pixel failed to load",
+			status: null,
+			retryable: true,
+			attempts: 1,
+			transport: "fetch",
+		};
+	};
 
 	tracker.sendBeacon = (data: unknown, endpoint = "/") => {
 		sendToPixel(endpoint, data);
diff --git a/packages/tracker/tests/context.spec.ts b/packages/tracker/tests/context.spec.ts
index 9371b3406..9716afb82 100644
--- a/packages/tracker/tests/context.spec.ts
+++ b/packages/tracker/tests/context.spec.ts
@@ -255,7 +255,7 @@ test.describe("Event Context", () => {
 					(e) =>
 						e.name === "screen_view" &&
 						typeof e.path === "string" &&
-						e.path.includes("gclid=new_click_bbb")
+						e.path.endsWith("/landing2")
 				)
 			);
 
@@ -269,10 +269,11 @@ test.describe("Event Context", () => {
 				(e) =>
 					e.name === "screen_view" &&
 					typeof e.path === "string" &&
-					e.path.includes("gclid=new_click_bbb")
+					e.path.endsWith("/landing2")
 			);
 
 			expect(payload?.gclid).toBe("new_click_bbb");
+			expect(payload?.path).not.toContain("gclid");
 
 			const stored = await page.evaluate(() =>
 				localStorage.getItem("did_params")
@@ -521,7 +522,7 @@ test.describe("Event Context", () => {
 			const request = await requestPromise;
 			const payload = findEvent(request, (e) => e.name === "screen_view");
 
-			expect(payload?.referrer).toBe("https://google.com/search?q=test");
+			expect(payload?.referrer).toBe("https://google.com/search");
 		});
 
 		test("uses empty string when no referrer", async ({ page }) => {
@@ -652,7 +653,9 @@ test.describe("Event Context", () => {
 	});
 
 	test.describe("Path", () => {
-		test("captures full path with origin", async ({ page }) => {
+		test("captures the path with origin but omits query strings and hashes", async ({
+			page,
+		}) => {
 			await page.goto("/test");
 			await page.evaluate(() => {
 				history.replaceState({}, "", "/my/custom/path?query=value#section");
@@ -673,8 +676,8 @@ test.describe("Event Context", () => {
 			const payload = findEvent(request, (e) => e.name === "screen_view");
 
 			expect(payload?.path).toContain("/my/custom/path");
-			expect(payload?.path).toContain("query=value");
-			expect(payload?.path).toContain("#section");
+			expect(payload?.path).not.toContain("query=value");
+			expect(payload?.path).not.toContain("#section");
 		});
 	});
 
diff --git a/packages/tracker/tests/privacy.spec.ts b/packages/tracker/tests/privacy.spec.ts
index db131bba3..e79a60585 100644
--- a/packages/tracker/tests/privacy.spec.ts
+++ b/packages/tracker/tests/privacy.spec.ts
@@ -1,6 +1,57 @@
 import { expect, hasEvent, test } from "./test-utils";
 
 test.describe("Privacy & Opt-out", () => {
+	test("does not track when Global Privacy Control is enabled", async ({
+		page,
+	}) => {
+		let requestCount = 0;
+		page.on("request", (request) => {
+			if (request.url().includes("basket.databuddy.cc")) {
+				requestCount += 1;
+			}
+		});
+
+		await page.goto("/test");
+		await page.evaluate(() => {
+			Object.defineProperty(navigator, "globalPrivacyControl", {
+				configurable: true,
+				value: true,
+			});
+			(window as any).databuddyConfig = {
+				clientId: "test-gpc",
+				ignoreBotDetection: true,
+			};
+		});
+		await page.addScriptTag({ url: "/dist/databuddy-debug.js" });
+		await page.waitForTimeout(500);
+
+		expect(requestCount).toBe(0);
+	});
+
+	test("does not track when Do Not Track is enabled", async ({ page }) => {
+		let requestCount = 0;
+		page.on("request", (request) => {
+			if (request.url().includes("basket.databuddy.cc")) {
+				requestCount += 1;
+			}
+		});
+
+		await page.goto("/test");
+		await page.evaluate(() => {
+			Object.defineProperty(navigator, "doNotTrack", {
+				configurable: true,
+				value: "1",
+			});
+			(window as any).databuddyConfig = {
+				clientId: "test-dnt",
+				ignoreBotDetection: true,
+			};
+		});
+		await page.addScriptTag({ url: "/dist/databuddy-debug.js" });
+		await page.waitForTimeout(500);
+
+		expect(requestCount).toBe(0);
+	});
 
 	test("does not track when opted out via function", async ({ page }) => {
 		let requestCount = 0;
diff --git a/packages/tracker/tests/unit/http-client.test.ts b/packages/tracker/tests/unit/http-client.test.ts
index 6ce580d6c..6a9a0a480 100644
--- a/packages/tracker/tests/unit/http-client.test.ts
+++ b/packages/tracker/tests/unit/http-client.test.ts
@@ -1,47 +1,182 @@
-import { describe, expect, test } from "bun:test";
-
-/**
- * Unit tests exposing the HttpClient double-read response body bug.
- *
- * When response.json() fails (e.g. invalid JSON), the code tries
- * response.text() — but the ReadableStream was already consumed
- * by the json() call, so text() returns empty or throws.
- *
- * See: src/core/client.ts lines 100-104
- */
-
-describe("HttpClient response body double-read bug", () => {
-	test("response.text() after failed response.json() returns empty on consumed stream", async () => {
-		// Simulate what the browser does: a Response body can only be read once
-		const invalidJson = "not-valid-json{{{";
-		const response = new Response(invalidJson, {
-			status: 200,
-			headers: { "Content-Type": "text/plain" },
-		});
-
-		// First read: json() will fail
-		let jsonFailed = false;
-		try {
-			await response.json();
-		} catch {
-			jsonFailed = true;
-		}
-		expect(jsonFailed).toBe(true);
-
-		// Second read: text() on an already-consumed body
-		// In browsers this throws TypeError: body stream already read
-		// In Bun it may return empty string
-		let textResult: string | null = null;
-		let textFailed = false;
-		try {
-			textResult = await response.text();
-		} catch {
-			textFailed = true;
+import { afterEach, describe, expect, jest, mock, test } from "bun:test";
+import { HttpClient } from "../../src/core/client";
+import { BaseTracker } from "../../src/core/tracker";
+
+const originalFetch = globalThis.fetch;
+
+afterEach(() => {
+	if (jest.isFakeTimers()) {
+		jest.clearAllTimers();
+		jest.useRealTimers();
+	}
+	globalThis.fetch = originalFetch;
+});
+
+async function flushMicrotasks(): Promise<void> {
+	for (let index = 0; index < 20; index += 1) {
+		await Promise.resolve();
+	}
+}
+
+describe("HttpClient", () => {
+	test("returns a typed success outcome", async () => {
+		globalThis.fetch = mock(async () =>
+			Response.json({ status: "success" }, { status: 202 })
+		) as typeof fetch;
+		const client = new HttpClient({ baseUrl: "https://example.com" });
+
+		const result = await client.post<{ status: string }>(
+			"https://example.com/events",
+			{},
+			{ keepalive: false }
+		);
+
+		expect(result).toEqual({
+			ok: true,
+			data: { status: "success" },
+			status: 202,
+			attempts: 1,
+			transport: "fetch",
+		});
+	});
+
+	test("retries retryable HTTP failures and keeps the server message", async () => {
+		const fetchMock = mock(async () =>
+			Response.json(
+				{ error: "Website lookup temporarily unavailable" },
+				{ status: 503 }
+			)
+		);
+		globalThis.fetch = fetchMock as typeof fetch;
+		const client = new HttpClient({
+			baseUrl: "https://example.com",
+			maxRetries: 1,
+			initialRetryDelay: 0,
+		});
+
+		const result = await client.post(
+			"https://example.com/events",
+			{},
+			{ keepalive: false }
+		);
+
+		expect(fetchMock).toHaveBeenCalledTimes(2);
+		expect(result).toMatchObject({
+			ok: false,
+			code: "HTTP_ERROR",
+			message: "Website lookup temporarily unavailable",
+			status: 503,
+			retryable: true,
+			attempts: 2,
+		});
+	});
+
+	test("does not retry a permanent client error", async () => {
+		const fetchMock = mock(async () =>
+			Response.json({ error: "Invalid client ID" }, { status: 400 })
+		);
+		globalThis.fetch = fetchMock as typeof fetch;
+		const client = new HttpClient({
+			baseUrl: "https://example.com",
+			maxRetries: 3,
+		});
+
+		const result = await client.post(
+			"https://example.com/events",
+			{},
+			{ keepalive: false }
+		);
+
+		expect(fetchMock).toHaveBeenCalledTimes(1);
+		expect(result).toMatchObject({
+			ok: false,
+			status: 400,
+			retryable: false,
+		});
+	});
+});
+
+describe("BaseTracker delivery outcomes", () => {
+	test("keeps a retryable failed batch queued", async () => {
+		jest.useFakeTimers();
+		const tracker = new BaseTracker({ clientId: "site_example" });
+		tracker.api.fetch = mock(async () => ({
+			ok: false as const,
+			code: "NETWORK_ERROR" as const,
+			message: "offline",
+			status: null,
+			retryable: true,
+			attempts: 4,
+			transport: "fetch" as const,
+		}));
+		await tracker.addToBatch({ eventId: "event_1", timestamp: 1 });
+
+		const result = await tracker.flushBatch();
+
+		expect(result).toMatchObject({
+			ok: false,
+			status: "failed",
+			retryable: true,
+			count: 1,
+		});
+		expect(tracker.batchQueue).toHaveLength(1);
+	});
+
+	test("automatically retries queues with capped exponential backoff", async () => {
+		jest.useFakeTimers();
+		const tracker = new BaseTracker({
+			clientId: "site_example",
+			initialRetryDelay: 1,
+		});
+		const send = mock(async () =>
+			send.mock.calls.length < 10
+				? {
+						ok: false as const,
+						code: "NETWORK_ERROR" as const,
+						message: "offline",
+						status: null,
+						retryable: true,
+						attempts: 4,
+						transport: "fetch" as const,
+					}
+				: {
+						ok: true as const,
+						data: { status: "success" },
+						status: 202,
+						attempts: 1,
+						transport: "fetch" as const,
+					}
+		);
+		tracker.api.fetch = send;
+		await tracker.addToBatch({ eventId: "event_1", timestamp: 1 });
+
+		const first = await tracker.flushBatch();
+		expect(first).toMatchObject({ ok: false, retryable: true });
+
+		const delays = [250, 500, 1000, 2000, 4000, 8000, 16_000, 30_000, 30_000];
+		for (const [index, delay] of delays.entries()) {
+			jest.advanceTimersByTime(delay - 1);
+			await flushMicrotasks();
+			expect(send).toHaveBeenCalledTimes(index + 1);
+
+			jest.advanceTimersByTime(1);
+			await flushMicrotasks();
+			expect(send).toHaveBeenCalledTimes(index + 2);
 		}
 
-		// The body was consumed — either text() throws or returns empty
-		// Either way, the HttpClient's fallback `JSON.parse(text)` will fail silently
-		const bodyWasConsumed = textFailed || textResult === "";
-		expect(bodyWasConsumed).toBe(true);
+		expect(tracker.batchQueue).toHaveLength(0);
+		expect(await tracker.flushBatch()).toMatchObject({
+			ok: true,
+			status: "skipped",
+		});
+	});
+
+	test("treats trackPerformance as a compatibility alias", () => {
+		const tracker = new BaseTracker({
+			clientId: "site_example",
+			trackPerformance: true,
+		});
+
+		expect(tracker.options.trackWebVitals).toBe(true);
 	});
 });
diff --git a/packages/tracker/tests/unit/utils.test.ts b/packages/tracker/tests/unit/utils.test.ts
index 1f582de29..56d44f5ee 100644
--- a/packages/tracker/tests/unit/utils.test.ts
+++ b/packages/tracker/tests/unit/utils.test.ts
@@ -1,8 +1,14 @@
 import { afterEach, describe, expect, test } from "bun:test";
-import { getTrackerConfig } from "../../src/core/utils";
+import {
+	buildPagePath,
+	getTrackerConfig,
+	isOptedOut,
+	sanitizePageUrl,
+} from "../../src/core/utils";
 
 const originalDocument = globalThis.document;
 const originalWindow = globalThis.window;
+const originalNavigator = globalThis.navigator;
 
 afterEach(() => {
 	Object.defineProperty(globalThis, "document", {
@@ -13,6 +19,49 @@ afterEach(() => {
 		configurable: true,
 		value: originalWindow,
 	});
+	Object.defineProperty(globalThis, "navigator", {
+		configurable: true,
+		value: originalNavigator,
+	});
+});
+
+describe("privacy-safe page context", () => {
+	test("omits query parameters and hashes from page and referrer URLs", () => {
+		expect(
+			buildPagePath("https://example.com", "/account/123", ["/account/*"])
+		).toBe("https://example.com/account/*");
+		expect(
+			sanitizePageUrl(
+				"https://referrer.example/path?token=secret#private-section"
+			)
+		).toBe("https://referrer.example/path");
+	});
+
+	test("honors Global Privacy Control", () => {
+		Object.defineProperty(globalThis, "window", {
+			configurable: true,
+			value: {},
+		});
+		Object.defineProperty(globalThis, "navigator", {
+			configurable: true,
+			value: { globalPrivacyControl: true, doNotTrack: "0" },
+		});
+
+		expect(isOptedOut()).toBe(true);
+	});
+
+	test("honors Do Not Track", () => {
+		Object.defineProperty(globalThis, "window", {
+			configurable: true,
+			value: {},
+		});
+		Object.defineProperty(globalThis, "navigator", {
+			configurable: true,
+			value: { globalPrivacyControl: false, doNotTrack: "1" },
+		});
+
+		expect(isOptedOut()).toBe(true);
+	});
 });
 
 function setTrackerScript({

From b853c5201a22d1c8ac073d4962b13624c228f12d Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:06:47 +0300
Subject: [PATCH 092/129] docs(product): align public copy with current
 behavior

---
 .../calculator/_components/cta-section.tsx    |   8 +-
 apps/docs/app/(home)/databunny/page.tsx       |  28 +--
 .../app/(home)/manifesto/manifesto-data.ts    |   2 +-
 .../app/(home)/pricing/_pricing/table.tsx     |  15 +-
 apps/docs/app/(home)/pricing/data.ts          |   4 +-
 apps/docs/app/(home)/pricing/pricing-faq.tsx  |   4 +-
 apps/docs/app/(home)/roadmap/page.tsx         |  31 +--
 apps/docs/app/(home)/roadmap/roadmap-data.ts  |   9 +-
 apps/docs/app/(home)/roadmap/roadmap-types.ts |   2 +-
 apps/docs/app/layout.tsx                      |   2 +-
 apps/docs/app/llms-full.txt/route.ts          |   2 +-
 apps/docs/app/llms.txt/route.ts               |   2 +-
 apps/docs/app/skill.md/route.ts               |   4 +-
 apps/docs/components/bento.tsx                |   2 +-
 .../compare/comparison-page-view.tsx          |  15 +-
 .../components/compare/pricing-section.tsx    |  17 +-
 apps/docs/components/compare/stats-cards.tsx  |   2 +-
 apps/docs/components/footer.tsx               |   4 +-
 .../landing/databunny-demo-visuals.tsx        |   8 +-
 apps/docs/components/landing/description.tsx  |   8 +-
 apps/docs/components/landing/grid-cards.tsx   |  14 +-
 apps/docs/components/landing/hero.tsx         |   2 +-
 apps/docs/components/landing/testimonials.tsx |   2 +-
 .../content/blogs/we-are-gdpr-compliant.mdx   |   6 +-
 .../content/docs/Integrations/angular.mdx     |   4 +-
 .../docs/content/docs/Integrations/bubble.mdx |   4 +-
 .../docs/content/docs/Integrations/framer.mdx |  12 +-
 apps/docs/content/docs/Integrations/gtm.mdx   |   8 +-
 apps/docs/content/docs/Integrations/hugo.mdx  |   3 +-
 apps/docs/content/docs/Integrations/index.mdx |   4 +-
 .../docs/content/docs/Integrations/jekyll.mdx |   3 +-
 .../content/docs/Integrations/laravel.mdx     |   3 +-
 .../content/docs/Integrations/mintlify.mdx    |   3 +-
 .../docs/content/docs/Integrations/nextjs.mdx |  10 +-
 apps/docs/content/docs/Integrations/react.mdx |   5 +-
 .../content/docs/Integrations/shopify.mdx     |   4 +-
 .../content/docs/Integrations/squarespace.mdx |   4 +-
 .../docs/content/docs/Integrations/svelte.mdx |   4 +-
 .../content/docs/Integrations/sveltekit.mdx   |   3 +-
 .../content/docs/Integrations/webflow.mdx     |   4 +-
 apps/docs/content/docs/Integrations/wix.mdx   |   4 +-
 .../content/docs/Integrations/wordpress.mdx   |   9 +-
 apps/docs/content/docs/api/authentication.mdx |  15 +-
 apps/docs/content/docs/api/errors.mdx         | 181 +++++-------------
 apps/docs/content/docs/api/mcp.mdx            |   2 +-
 apps/docs/content/docs/api/query.mdx          |   5 +-
 apps/docs/content/docs/api/rate-limits.mdx    | 166 ++++------------
 apps/docs/content/docs/dashboard.mdx          |  28 ++-
 apps/docs/content/docs/getting-started.mdx    |   6 +-
 apps/docs/content/docs/index.mdx              |  17 +-
 .../performance/core-web-vitals-guide.mdx     |  60 +++---
 apps/docs/content/docs/sdk/configuration.mdx  |   8 +-
 apps/docs/content/docs/sdk/nuxt.mdx           |   1 -
 apps/docs/content/docs/sdk/react.mdx          |   3 +-
 apps/docs/content/docs/sdk/vanilla-js.mdx     |  11 +-
 apps/docs/content/docs/sdk/vue.mdx            |   3 +-
 apps/docs/content/docs/security.mdx           |   6 +-
 apps/docs/lib/comparison-config.ts            |  82 ++++----
 apps/docs/lib/home-seo.ts                     |  19 +-
 apps/docs/lib/pricing-copy.test.ts            |  42 ++++
 apps/docs/lib/public-copy-contract.test.ts    |  50 +++++
 apps/docs/public/pricing.md                   |  40 ++--
 62 files changed, 449 insertions(+), 580 deletions(-)
 create mode 100644 apps/docs/lib/pricing-copy.test.ts
 create mode 100644 apps/docs/lib/public-copy-contract.test.ts

diff --git a/apps/docs/app/(home)/calculator/_components/cta-section.tsx b/apps/docs/app/(home)/calculator/_components/cta-section.tsx
index 9d43aefef..b351858df 100644
--- a/apps/docs/app/(home)/calculator/_components/cta-section.tsx
+++ b/apps/docs/app/(home)/calculator/_components/cta-section.tsx
@@ -17,9 +17,9 @@ export function CtaSection() {
 					</h2>
 					<p className="mx-auto mb-6 max-w-xl text-pretty text-muted-foreground text-sm sm:text-base">
 						Databuddy is privacy-first analytics with no cookies and no consent
-						banners. Under 30 KB. You get visibility into traffic cookie stacks
-						often miss - cookieless scripts can still be blocked, but you skip
-						consent loss on measurement.
+						banners. About 10 KB gzipped. You get visibility into traffic cookie
+						stacks often miss - cookieless scripts can still be blocked, but you
+						skip consent loss on measurement.
 					</p>
 
 					<div className="mb-8 grid grid-cols-1 gap-4 sm:grid-cols-3">
@@ -29,7 +29,7 @@ export function CtaSection() {
 						/>
 						<ValueProp
 							description="Lighter than a cookie notice script"
-							title="Under 30 KB"
+							title="About 10 KB gzip"
 						/>
 						<ValueProp
 							description="Starts at $10/mo - compare to modeled gap above"
diff --git a/apps/docs/app/(home)/databunny/page.tsx b/apps/docs/app/(home)/databunny/page.tsx
index 9ab5874be..50849284d 100644
--- a/apps/docs/app/(home)/databunny/page.tsx
+++ b/apps/docs/app/(home)/databunny/page.tsx
@@ -22,14 +22,14 @@ import { StructuredData } from "@/components/structured-data";
 export const metadata: Metadata = {
 	title: "AI Analytics Agent - Ask Your Data Questions in Plain English",
 	description:
-		"Ask questions about your analytics in plain English. Databunny is your AI agent with natural language queries, automated insights, anomaly detection, and proactive alerts.",
+		"Ask analytics questions in plain English. Run automatic analysis daily or weekly, save noteworthy findings, and send them to Slack.",
 	alternates: {
 		canonical: "https://www.databuddy.cc/databunny",
 	},
 	openGraph: {
 		title: "AI Analytics Agent - Ask Your Data Questions in Plain English",
 		description:
-			"Ask questions about your analytics in plain English. Databunny is your AI agent with natural language queries, automated insights, anomaly detection, and proactive alerts.",
+			"Ask analytics questions in plain English. Run automatic analysis daily or weekly, save noteworthy findings, and send them to Slack.",
 		url: "https://www.databuddy.cc/databunny",
 		images: ["/og-image.png"],
 	},
@@ -42,24 +42,24 @@ const FAQ_ITEMS = [
 			"Anything about your analytics. Traffic trends, conversion funnels, error patterns, user segments, page performance. Ask in plain English and get an answer with real data behind it.",
 	},
 	{
-		question: "How do automated insights work?",
+		question: "How does automatic analysis work?",
 		answer:
-			"Databunny continuously analyzes your traffic, errors, conversions, and performance across all your websites. When it finds something noteworthy (a traffic spike, a conversion drop, an error pattern), it surfaces it as an insight with context and recommended actions.",
+			"Choose a daily or weekly organization schedule. Databunny analyzes each website, saves noteworthy changes as findings, and includes the evidence and a recommended next step.",
 	},
 	{
-		question: "What triggers an anomaly alert?",
+		question: "What becomes a finding?",
 		answer:
-			"Statistical anomaly detection runs on your key metrics. When a value deviates significantly from its baseline (based on configurable thresholds), Databunny flags it as a warning or critical anomaly and can notify you via Slack, email, or webhook.",
+			"Databunny compares recent periods and checks anomaly baselines across traffic, errors, conversions, events, and performance. It saves only changes with enough evidence to act on.",
 	},
 	{
-		question: "Will Databunny send me too many notifications?",
+		question: "Can findings go to Slack?",
 		answer:
-			"No. Alerts are severity-gated so you choose what level triggers a notification. Insights are batched into digests, not fired one by one. You control the signal-to-noise ratio.",
+			"Yes. Add one or more Slack channels to the organization schedule. After each analysis, websites with new findings post them to those channels.",
 	},
 	{
 		question: "Is Databunny included in all plans?",
 		answer:
-			"Every plan includes Databunny with a monthly credit allowance. The free plan gives you 10 agent credits to start. Paid plans include more credits and higher limits.",
+			"Every plan includes a Databunny usage allowance for questions and analysis. Free includes 10 usage units each month; deeper investigations can use more of the allowance than simple questions.",
 	},
 ] as const;
 
@@ -74,14 +74,14 @@ export default function DatabunnyPage() {
 					title:
 						"AI Analytics Agent - Ask Your Data Questions in Plain English",
 					description:
-						"Ask questions about your analytics in plain English. Natural language queries, automated insights, anomaly detection, and proactive alerts.",
+						"Ask analytics questions in plain English. Run automatic analysis daily or weekly, save noteworthy findings, and send them to Slack.",
 					url: "https://www.databuddy.cc/databunny",
 				}}
 			/>
 			<div className="overflow-x-hidden">
 				<FeatureHero
 					docsHref="/docs"
-					subtitle="Type a question. Get a chart, a number, or an insight backed by real data. Databunny watches your metrics around the clock and surfaces what matters before you think to ask."
+					subtitle="Type a question for an immediate answer, or schedule daily or weekly analysis. Databunny saves noteworthy changes as findings backed by your data."
 					title="Ask your analytics anything in plain English."
 				/>
 
@@ -112,8 +112,8 @@ export default function DatabunnyPage() {
 				<Section className="border-border border-b" id="insights">
 					<div className={container}>
 						<SectionHeader
-							subtitle="Databunny analyzes your data continuously and surfaces what matters. No queries needed, insights come to you."
-							title="Insights that"
+							subtitle="Schedule daily or weekly analysis across your organization. Each website with something noteworthy gets a clear, evidence-backed finding."
+							title="Findings that"
 							titleMuted="find you."
 						/>
 						<TwoColumnGrid>
@@ -136,7 +136,7 @@ export default function DatabunnyPage() {
 				<Section className="border-border border-b" id="detection">
 					<div className={container}>
 						<SectionHeader
-							subtitle="Statistical anomaly detection on your key metrics. Configurable thresholds, severity levels, and alerts to Slack, email, or webhooks."
+							subtitle="Databunny checks traffic, errors, events, conversions, and performance, then sends new findings to your configured Slack channels."
 							title="Catch problems"
 							titleMuted="before users do."
 						/>
diff --git a/apps/docs/app/(home)/manifesto/manifesto-data.ts b/apps/docs/app/(home)/manifesto/manifesto-data.ts
index 08083f969..cde9d2409 100644
--- a/apps/docs/app/(home)/manifesto/manifesto-data.ts
+++ b/apps/docs/app/(home)/manifesto/manifesto-data.ts
@@ -126,7 +126,7 @@ export const manifestoSections: readonly ManifestoChapter[] = [
 			},
 			{
 				type: "paragraph",
-				text: "Databunny, the AI agent inside Databuddy, answers in seconds. It builds the charts. It writes the reports. It emails you the things you should care about before you even think to ask.",
+				text: "Databunny, the AI agent inside Databuddy, answers questions, builds charts, and writes summaries. When you configure a schedule and Slack delivery, it can post the next digest to your chosen channels.",
 			},
 			{
 				type: "paragraph",
diff --git a/apps/docs/app/(home)/pricing/_pricing/table.tsx b/apps/docs/app/(home)/pricing/_pricing/table.tsx
index 0269aee69..1147b2cba 100644
--- a/apps/docs/app/(home)/pricing/_pricing/table.tsx
+++ b/apps/docs/app/(home)/pricing/_pricing/table.tsx
@@ -102,10 +102,10 @@ export function PlansComparisonTable({ plans }: Props) {
 								</td>
 							))}
 						</tr>
-						{/* Agent credits per month */}
+						{/* Databunny usage per month */}
 						<tr className="border-border border-t hover:bg-card/10">
 							<td className="px-4 py-3 text-muted-foreground text-sm sm:px-5 lg:px-6">
-								Agent credits / month
+								Databunny usage / month
 							</td>
 							{plans.map((p) => (
 								<td
@@ -122,10 +122,10 @@ export function PlansComparisonTable({ plans }: Props) {
 								</td>
 							))}
 						</tr>
-						{/* Daily bonus credits */}
+						{/* Daily Databunny usage bonus */}
 						<tr className="border-border border-t hover:bg-card/10">
 							<td className="px-4 py-3 text-muted-foreground text-sm sm:px-5 lg:px-6">
-								Daily bonus credits
+								Daily usage bonus
 							</td>
 							{plans.map((p) => (
 								<td
@@ -306,9 +306,10 @@ export function PlansComparisonTable({ plans }: Props) {
 					quota.
 				</p>
 				<p>
-					<span className="text-foreground">Agent credits</span> power
-					Databunny, the AI assistant that analyzes your data, answers
-					questions, and surfaces insights automatically.
+					<span className="text-foreground">Databunny usage</span> is the AI
+					processing allowance used when Databunny answers questions or runs
+					analysis. It is not a message count: deeper work can use more than a
+					simple question.
 				</p>
 				<p>
 					<span className="text-foreground">Unlimited seats & sites.</span> Team
diff --git a/apps/docs/app/(home)/pricing/data.ts b/apps/docs/app/(home)/pricing/data.ts
index 0ee78e4a9..df6ea2d47 100644
--- a/apps/docs/app/(home)/pricing/data.ts
+++ b/apps/docs/app/(home)/pricing/data.ts
@@ -47,9 +47,9 @@ export interface RawPlan {
 
 const AGENT_CREDITS_FEATURE: RawFeature = {
 	id: "agent_credits",
-	name: "Agent Credits",
+	name: "Databunny Usage",
 	type: "single_use",
-	display: { singular: "agent credit", plural: "agent credits" },
+	display: { singular: "usage unit", plural: "usage units" },
 };
 
 const EVENTS_FEATURE: RawFeature = {
diff --git a/apps/docs/app/(home)/pricing/pricing-faq.tsx b/apps/docs/app/(home)/pricing/pricing-faq.tsx
index 43286c5c9..96346066c 100644
--- a/apps/docs/app/(home)/pricing/pricing-faq.tsx
+++ b/apps/docs/app/(home)/pricing/pricing-faq.tsx
@@ -4,12 +4,12 @@ export const pricingFaqItems = [
 	{
 		question: "What happens when I hit my event limit?",
 		answer:
-			"You won't lose any data. Events above your included quota are billed at tiered overage rates that get cheaper the more you send. You can monitor your usage in the dashboard and set alerts so there are no surprises.",
+			"On Free, event ingestion pauses after 10,000 events for the month. Hobby and Pro continue with tiered event overage unless you set a hard billing limit. The dashboard shows current usage and lets you configure alerts and limits.",
 	},
 	{
 		question: "Is there a free trial?",
 		answer:
-			"The Free plan is forever free - no trial period, no credit card required. You get 10,000 events per month and 10 agent credits to explore the AI assistant. Upgrade any time if you need more, or buy credit top-ups as you go.",
+			"The Free plan has no trial period and requires no credit card. It includes 10,000 events and 10 Databunny usage units per month. Databunny usage measures AI processing rather than messages, so a deeper analysis can use more than a simple question.",
 	},
 	{
 		question: "Can I switch plans?",
diff --git a/apps/docs/app/(home)/roadmap/page.tsx b/apps/docs/app/(home)/roadmap/page.tsx
index e1166e058..7f1525598 100644
--- a/apps/docs/app/(home)/roadmap/page.tsx
+++ b/apps/docs/app/(home)/roadmap/page.tsx
@@ -76,8 +76,9 @@ export default function RoadmapPage() {
 							Development Timeline
 						</h2>
 						<p className="text-muted-foreground text-sm sm:text-base lg:text-lg">
-							Complete timeline of features, from completed milestones to future
-							plans
+							Completed work and current priorities. Dates appear only after the
+							team has committed to a delivery window; items marked TBD are not
+							a release promise.
 						</p>
 					</div>
 					<RoadmapTimeline items={roadmapItems} />
@@ -96,31 +97,7 @@ export default function RoadmapPage() {
 						us prioritize what matters most.
 					</p>
 
-					{/* Community Stats */}
-					<div className="mb-8 grid grid-cols-1 gap-6 sm:grid-cols-3">
-						<SciFiCard className="rounded border border-border bg-card/50 p-6 backdrop-blur-sm transition-all duration-300 hover:border-border/80 hover:bg-card/70">
-							<div className="font-bold text-2xl">500+</div>
-							<div className="text-muted-foreground text-sm">
-								Community Members
-							</div>
-						</SciFiCard>
-
-						<SciFiCard className="rounded border border-border bg-card/50 p-6 backdrop-blur-sm transition-all duration-300 hover:border-border/80 hover:bg-card/70">
-							<div className="font-bold text-2xl">150+</div>
-							<div className="text-muted-foreground text-sm">
-								Feature Requests
-							</div>
-						</SciFiCard>
-
-						<SciFiCard className="rounded border border-border bg-card/50 p-6 backdrop-blur-sm transition-all duration-300 hover:border-border/80 hover:bg-card/70">
-							<div className="font-bold text-2xl">95%</div>
-							<div className="text-muted-foreground text-sm">
-								User Satisfaction
-							</div>
-						</SciFiCard>
-					</div>
-
-					<div className="flex flex-col gap-4 sm:flex-row sm:justify-center">
+					<div className="mt-8 flex flex-col gap-4 sm:flex-row sm:justify-center">
 						<a
 							className="inline-flex items-center justify-center rounded bg-primary px-8 py-3 font-medium text-primary-foreground hover:bg-primary/90"
 							href="https://github.com/databuddy-analytics/Databuddy/discussions"
diff --git a/apps/docs/app/(home)/roadmap/roadmap-data.ts b/apps/docs/app/(home)/roadmap/roadmap-data.ts
index 2a606e19b..ed832d289 100644
--- a/apps/docs/app/(home)/roadmap/roadmap-data.ts
+++ b/apps/docs/app/(home)/roadmap/roadmap-data.ts
@@ -275,7 +275,6 @@ export const roadmapItems: RoadmapItem[] = [
 		status: "in-progress",
 		priority: "critical",
 		category: "AI",
-		targetDate: "2026-03-31",
 		progress: 70,
 		features: [
 			"Natural language queries",
@@ -295,7 +294,6 @@ export const roadmapItems: RoadmapItem[] = [
 		status: "in-progress",
 		priority: "high",
 		category: "AI",
-		targetDate: "2026-06-30",
 		progress: 40,
 		features: [
 			"Anomaly detection",
@@ -315,7 +313,6 @@ export const roadmapItems: RoadmapItem[] = [
 		status: "planned",
 		priority: "high",
 		category: "analytics",
-		targetDate: "2026-06-30",
 		progress: 0,
 		features: [
 			"Experiment setup",
@@ -502,8 +499,7 @@ export const roadmapMilestones: RoadmapMilestone[] = [
 		id: "ai-agent-launch",
 		title: "AI Agent Launch",
 		description: "Natural language querying with autonomous analytics agents",
-		targetDate: "2026-03-31",
-		status: "current",
+		status: "delayed",
 		items: ["ai-agent", "ai-capabilities"],
 		progress: 55,
 	},
@@ -512,8 +508,7 @@ export const roadmapMilestones: RoadmapMilestone[] = [
 		title: "Experimentation Platform",
 		description:
 			"A/B testing and statistical analysis for data-driven decisions",
-		targetDate: "2026-06-30",
-		status: "upcoming",
+		status: "delayed",
 		items: ["ab-testing"],
 		progress: 0,
 	},
diff --git a/apps/docs/app/(home)/roadmap/roadmap-types.ts b/apps/docs/app/(home)/roadmap/roadmap-types.ts
index 2edff032e..f2600ebd0 100644
--- a/apps/docs/app/(home)/roadmap/roadmap-types.ts
+++ b/apps/docs/app/(home)/roadmap/roadmap-types.ts
@@ -57,6 +57,6 @@ export interface RoadmapMilestone {
 	items: string[]; // RoadmapItem IDs
 	progress: number; // 0-100 percentage
 	status: "upcoming" | "current" | "completed" | "delayed";
-	targetDate: string;
+	targetDate?: string;
 	title: string;
 }
diff --git a/apps/docs/app/layout.tsx b/apps/docs/app/layout.tsx
index e8de05e57..b7a0f9920 100644
--- a/apps/docs/app/layout.tsx
+++ b/apps/docs/app/layout.tsx
@@ -42,7 +42,7 @@ export const metadata: Metadata = {
 			"Databuddy - Lightweight Developer Analytics, Error Tracking & Feature Flags",
 	},
 	description:
-		"One script for analytics, error tracking, web vitals, and feature flags. Under 30 KB, no cookies, GDPR compliant. Free for small projects. Open-source Google Analytics alternative for developers.",
+		"One connected platform for analytics, error tracking, web vitals, feature flags, links, and AI analysis. No cookies, GDPR compliant. Free for small projects.",
 	authors: [{ name: "Databuddy Team" }],
 	creator: "Databuddy",
 	publisher: "Databuddy",
diff --git a/apps/docs/app/llms-full.txt/route.ts b/apps/docs/app/llms-full.txt/route.ts
index 11a78db98..948eefeaa 100644
--- a/apps/docs/app/llms-full.txt/route.ts
+++ b/apps/docs/app/llms-full.txt/route.ts
@@ -9,7 +9,7 @@ export const revalidate = false;
 
 const HEADER = `# Databuddy Documentation (Full)
 
-> Privacy-first web analytics. 65x faster than Google Analytics, GDPR compliant, no cookies required.
+> Lightweight web analytics with an asynchronous tracker, GDPR compliant, no cookies required.
 > This file contains the complete documentation corpus for long-context agents.
 
 `;
diff --git a/apps/docs/app/llms.txt/route.ts b/apps/docs/app/llms.txt/route.ts
index 3f09a73ac..348e8b2ab 100644
--- a/apps/docs/app/llms.txt/route.ts
+++ b/apps/docs/app/llms.txt/route.ts
@@ -11,7 +11,7 @@ const BASE_URL = "https://www.databuddy.cc/docs";
 
 const HEADER = `# Databuddy Documentation
 
-> Privacy-first web analytics. 65x faster than Google Analytics, GDPR compliant, no cookies required.
+> Lightweight web analytics with an asynchronous tracker, GDPR compliant, no cookies required.
 > For the full documentation corpus, see [llms-full.txt](https://www.databuddy.cc/llms-full.txt).
 
 `;
diff --git a/apps/docs/app/skill.md/route.ts b/apps/docs/app/skill.md/route.ts
index 20582fa92..868f04053 100644
--- a/apps/docs/app/skill.md/route.ts
+++ b/apps/docs/app/skill.md/route.ts
@@ -54,7 +54,6 @@ export default function RootLayout({ children }) {
 <script
   src="https://cdn.databuddy.cc/databuddy.js"
   data-client-id="your-client-id"
-  data-track-performance
   data-track-web-vitals
   data-track-errors
   async
@@ -132,8 +131,7 @@ Requires \`trackAttributes: true\`:
 |--------|------|---------|-------------|
 | \`clientId\` | \`string\` | Auto-detect | Project client ID |
 | \`disabled\` | \`boolean\` | \`false\` | Disable all tracking |
-| \`trackPerformance\` | \`boolean\` | \`true\` | Page load timing |
-| \`trackWebVitals\` | \`boolean\` | \`false\` | Core Web Vitals (LCP, FID, CLS) |
+| \`trackWebVitals\` | \`boolean\` | \`false\` | Core Web Vitals (LCP, INP, CLS) |
 | \`trackErrors\` | \`boolean\` | \`false\` | JavaScript error tracking |
 | \`trackInteractions\` | \`boolean\` | \`false\` | User interactions |
 | \`trackOutgoingLinks\` | \`boolean\` | \`false\` | External link clicks |
diff --git a/apps/docs/components/bento.tsx b/apps/docs/components/bento.tsx
index 61b151747..c84dbe2f9 100644
--- a/apps/docs/components/bento.tsx
+++ b/apps/docs/components/bento.tsx
@@ -533,7 +533,7 @@ const FeatureFlagsFeature = () => {
 
 const WEB_VITALS_METRICS = [
 	{ label: "LCP", value: "0.8s", score: 98 },
-	{ label: "FID", value: "12ms", score: 100 },
+	{ label: "INP", value: "148ms", score: 100 },
 	{ label: "CLS", value: "0.02", score: 95 },
 ] as const;
 
diff --git a/apps/docs/components/compare/comparison-page-view.tsx b/apps/docs/components/compare/comparison-page-view.tsx
index 40caee9a8..acbbf49a4 100644
--- a/apps/docs/components/compare/comparison-page-view.tsx
+++ b/apps/docs/components/compare/comparison-page-view.tsx
@@ -121,8 +121,18 @@ export function ComparisonPageView({
 					<FeatureTable competitorName={competitor.name} features={features} />
 
 					<p className="mt-4 text-center text-muted-foreground text-xs">
-						All Databuddy features available on the free plan - up to 10,000
-						monthly pageviews
+						The Free plan includes core analytics for up to 10,000 monthly
+						events. Feature availability and limits vary by plan. Competitor
+						details can change; confirm them on{" "}
+						<a
+							className="underline underline-offset-2"
+							href={competitor.website}
+							rel="noopener noreferrer"
+							target="_blank"
+						>
+							{competitor.name}&apos;s website
+						</a>
+						.
 					</p>
 
 					{migrationSection ? (
@@ -143,6 +153,7 @@ export function ComparisonPageView({
 					<div className="mx-auto w-full max-w-5xl px-4 sm:px-6 lg:px-8">
 						<PricingSection
 							competitorName={competitor.name}
+							competitorWebsite={competitor.website}
 							tiers={pricingTiers}
 						/>
 					</div>
diff --git a/apps/docs/components/compare/pricing-section.tsx b/apps/docs/components/compare/pricing-section.tsx
index d2d2d24f9..e5ea74223 100644
--- a/apps/docs/components/compare/pricing-section.tsx
+++ b/apps/docs/components/compare/pricing-section.tsx
@@ -4,9 +4,11 @@ import type { PricingTier } from "@/lib/comparison-config";
 export function PricingSection({
 	tiers,
 	competitorName,
+	competitorWebsite,
 }: {
 	tiers: PricingTier[];
 	competitorName: string;
+	competitorWebsite: string;
 }) {
 	return (
 		<div>
@@ -15,7 +17,8 @@ export function PricingSection({
 					Pricing <span className="text-muted-foreground">comparison</span>
 				</h2>
 				<p className="text-muted-foreground text-sm sm:text-base">
-					See the real cost of {competitorName} vs Databuddy
+					Representative plan and feature differences for {competitorName} and
+					Databuddy
 				</p>
 			</div>
 
@@ -74,6 +77,18 @@ export function PricingSection({
 					</div>
 				))}
 			</div>
+			<p className="mt-3 text-center text-muted-foreground text-xs">
+				Competitor plans and prices can change. Confirm current terms on{" "}
+				<a
+					className="underline underline-offset-2"
+					href={competitorWebsite}
+					rel="noopener noreferrer"
+					target="_blank"
+				>
+					{competitorName}&apos;s website
+				</a>
+				.
+			</p>
 		</div>
 	);
 }
diff --git a/apps/docs/components/compare/stats-cards.tsx b/apps/docs/components/compare/stats-cards.tsx
index 126b568b7..52d7b122e 100644
--- a/apps/docs/components/compare/stats-cards.tsx
+++ b/apps/docs/components/compare/stats-cards.tsx
@@ -35,7 +35,7 @@ export function StatsCards({
 					</div>
 					<div className="flex items-center justify-between">
 						<span className="text-muted-foreground">Free tier</span>
-						<span className="font-medium">10K pageviews</span>
+						<span className="font-medium">10K events</span>
 					</div>
 					<div className="flex items-center justify-between">
 						<span className="text-muted-foreground">Advantages</span>
diff --git a/apps/docs/components/footer.tsx b/apps/docs/components/footer.tsx
index eae5b4f8b..9286f3df9 100644
--- a/apps/docs/components/footer.tsx
+++ b/apps/docs/components/footer.tsx
@@ -217,14 +217,14 @@ function ComplianceLinks() {
 					<Link
 						aria-label="CCPA Compliance"
 						className="text-foreground transition-colors hover:text-muted-foreground"
-						href="/"
+						href="/privacy"
 					>
 						<CCPAIcon className="size-9" />
 					</Link>
 					<Link
 						aria-label="GDPR Compliance"
 						className="text-foreground transition-colors hover:text-muted-foreground"
-						href="/"
+						href="/dpa"
 					>
 						<GDPRIcon className="size-11" />
 					</Link>
diff --git a/apps/docs/components/landing/databunny-demo-visuals.tsx b/apps/docs/components/landing/databunny-demo-visuals.tsx
index 1ec571638..6ccc73c24 100644
--- a/apps/docs/components/landing/databunny-demo-visuals.tsx
+++ b/apps/docs/components/landing/databunny-demo-visuals.tsx
@@ -97,7 +97,7 @@ const SUGGESTED_PROMPTS = [
 	{
 		icon: LightbulbIcon,
 		label: "Why did signups drop this week?",
-		source: "From your insights",
+		source: "From your findings",
 		color: "bg-amber-500/10 text-amber-400",
 	},
 	{
@@ -115,7 +115,7 @@ const SUGGESTED_PROMPTS = [
 	{
 		icon: LightningIcon,
 		label: "What are my top converting events?",
-		source: "From your insights",
+		source: "From your findings",
 		color: "bg-amber-500/10 text-amber-400",
 	},
 ] as const;
@@ -309,11 +309,11 @@ const PROACTIVE_ALERTS = [
 	},
 	{
 		icon: LightbulbIcon,
-		title: "Weekly insight: your best performing page",
+		title: "Weekly finding: your best performing page",
 		description: "/blog/launch-post drove 42% of new signups this week",
 		time: "6h ago",
 		tone: "info" as const,
-		channel: "Email digest",
+		channel: "Slack #insights",
 	},
 	{
 		icon: TrendUpIcon,
diff --git a/apps/docs/components/landing/description.tsx b/apps/docs/components/landing/description.tsx
index 09ad6f435..b23ac223e 100644
--- a/apps/docs/components/landing/description.tsx
+++ b/apps/docs/components/landing/description.tsx
@@ -118,8 +118,8 @@ export const Description = () => {
 					initial={{ opacity: 0, y: 10 }}
 					transition={{ duration: 0.4, delay: 0.2 }}
 				>
-					Databuddy is the opposite. One script. One dashboard. Five minutes to
-					set up. Nothing to configure, nothing to maintain.
+					Databuddy keeps the setup small: one tracker, one dashboard, sensible
+					defaults, and controls when you need them.
 				</motion.p>
 			</div>
 
@@ -150,8 +150,8 @@ export const Description = () => {
 							initial={{ opacity: 0, y: 10 }}
 							transition={{ duration: 0.4, delay: 0.2 }}
 						>
-							Databuddy is the opposite. One script. One dashboard. Five minutes
-							to set up. Nothing to configure, nothing to maintain.
+							Databuddy keeps the setup small: one tracker, one dashboard,
+							sensible defaults, and controls when you need them.
 						</motion.p>
 					</div>
 
diff --git a/apps/docs/components/landing/grid-cards.tsx b/apps/docs/components/landing/grid-cards.tsx
index 4fef4cf91..00bb68baf 100644
--- a/apps/docs/components/landing/grid-cards.tsx
+++ b/apps/docs/components/landing/grid-cards.tsx
@@ -14,21 +14,21 @@ import { SciFiGridCard } from "./card";
 const cards = [
 	{
 		id: 1,
-		title: "One script, everything",
+		title: "One connected platform",
 		description:
-			"Analytics, errors, vitals, funnels, and feature flags. One install, one dashboard, one bill.",
+			"One tracker collects analytics, errors, and vitals. Funnels, flags, links, and AI analysis live in the same dashboard.",
 		icon: StackIcon,
 	},
 	{
 		id: 2,
 		title: "No cookies, no banners",
 		description:
-			"Zero consent popups. Stop losing 30-40% of visitors to cookie banners that kill conversions.",
+			"Avoid analytics-specific consent friction when your configuration and jurisdiction allow cookieless measurement.",
 		icon: ShieldCheckIcon,
 	},
 	{
 		id: 3,
-		title: "Under 30 KB",
+		title: "About 10 KB gzip",
 		description:
 			"Your analytics script shouldn't slow your site. Ours is lighter than a single hero image.",
 		icon: LightningIcon,
@@ -63,12 +63,12 @@ export const GridCards = () => (
 					<SectionBullet color="#B24A7E" />
 				</span>
 				<span className="text-foreground">
-					One install. Six tools replaced.
+					One platform. Fewer tools to stitch together.
 				</span>
 			</h2>
 			<p className="mt-3 max-w-2xl text-pretty text-muted-foreground text-sm sm:px-0 sm:text-base lg:text-lg">
-				Analytics, errors, vitals, funnels, and feature flags. Add one script,
-				skip the integration marathon.
+				Collect analytics, errors, and vitals with one tracker, then manage
+				funnels, flags, links, and AI analysis from the same dashboard.
 			</p>
 		</div>
 
diff --git a/apps/docs/components/landing/hero.tsx b/apps/docs/components/landing/hero.tsx
index 55f735378..0eb42d717 100644
--- a/apps/docs/components/landing/hero.tsx
+++ b/apps/docs/components/landing/hero.tsx
@@ -373,7 +373,7 @@ export default function Hero({
 					<div className="flex flex-wrap items-center gap-3 pt-2">
 						<SciFiButton asChild className="px-6 py-5">
 							<a href="https://app.databuddy.cc/register">
-								See answers surfaced
+								Start analyzing for free
 							</a>
 						</SciFiButton>
 
diff --git a/apps/docs/components/landing/testimonials.tsx b/apps/docs/components/landing/testimonials.tsx
index 087f85a82..de270a095 100644
--- a/apps/docs/components/landing/testimonials.tsx
+++ b/apps/docs/components/landing/testimonials.tsx
@@ -224,7 +224,7 @@ export default function Testimonials(): ReactElement {
 						Why developers are switching
 					</h2>
 					<p className="max-w-2xl text-muted-foreground text-sm sm:text-base lg:text-xl">
-						2,000+ developers and 500+ websites already made the move from GA4,
+						Hear from developers using Databuddy alongside or instead of GA4,
 						PostHog, and Plausible.
 					</p>
 				</div>
diff --git a/apps/docs/content/blogs/we-are-gdpr-compliant.mdx b/apps/docs/content/blogs/we-are-gdpr-compliant.mdx
index 8db87b465..c48bb5cbe 100644
--- a/apps/docs/content/blogs/we-are-gdpr-compliant.mdx
+++ b/apps/docs/content/blogs/we-are-gdpr-compliant.mdx
@@ -502,7 +502,7 @@ All Databuddy customers receive:
   <Tab value="Technical Benefits">
     ### 🔧 **Developer-Friendly** - 🚀 **Simple integration** - One script tag,
     no complex setup - 📦 **Lightweight** - Minimal impact on page performance -
-    🔌 **API-first** - Programmatic access to all features - 📊 **Real-time
+    🔌 **API-first** - Programmatic access to supported features - 📊 **Real-time
     data** - Instant insights without delays - 🛠️ **Developer tools** -
     Comprehensive SDKs and documentation - 🔄 **Easy migration** - Smooth
     transition from other platforms
@@ -538,10 +538,10 @@ All Databuddy customers receive:
   </div>
   <div className="text-center p-6 border rounded-lg bg-gradient-to-br from-orange-50 to-orange-100 dark:from-orange-950 dark:to-orange-900 border-orange-200 dark:border-orange-800">
     <div className="text-3xl font-bold text-orange-600 dark:text-orange-400">
-      65x
+	  ~10 KB
     </div>
     <div className="text-sm text-orange-700 dark:text-orange-300">
-      Faster than GA
+	  Gzipped tracker
     </div>
   </div>
 </div>
diff --git a/apps/docs/content/docs/Integrations/angular.mdx b/apps/docs/content/docs/Integrations/angular.mdx
index 6b49a6bd9..677bd4dbf 100644
--- a/apps/docs/content/docs/Integrations/angular.mdx
+++ b/apps/docs/content/docs/Integrations/angular.mdx
@@ -254,7 +254,6 @@ Enable additional tracking features by adding data attributes to your script tag
   data-track-attributes
   data-track-outgoing-links
   data-track-interactions
-  data-track-performance
   data-track-web-vitals
   data-track-errors
   async
@@ -485,5 +484,4 @@ Then use it in your `index.html`:
   </Card>
 </Cards>
 
-Need help with your Angular integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
-
+Need help with your Angular integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/bubble.mdx b/apps/docs/content/docs/Integrations/bubble.mdx
index 2b5b0f946..048ebb147 100644
--- a/apps/docs/content/docs/Integrations/bubble.mdx
+++ b/apps/docs/content/docs/Integrations/bubble.mdx
@@ -130,7 +130,6 @@ Enable additional tracking features by adding data attributes to your script tag
   data-track-attributes
   data-track-outgoing-links
   data-track-interactions
-  data-track-performance
   data-track-web-vitals
   data-track-errors
   async
@@ -275,5 +274,4 @@ Enable automatic tracking with data attributes by adding `data-track-attributes`
   </Card>
 </Cards>
 
-Need help with your Bubble.io integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
-
+Need help with your Bubble.io integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/framer.mdx b/apps/docs/content/docs/Integrations/framer.mdx
index 908a091cf..d5b658154 100644
--- a/apps/docs/content/docs/Integrations/framer.mdx
+++ b/apps/docs/content/docs/Integrations/framer.mdx
@@ -79,7 +79,6 @@ Navigate to your [Databuddy dashboard](https://app.databuddy.cc) and copy your t
     script.async = true;
     script.src = "https://cdn.databuddy.cc/databuddy.js";
     script.setAttribute("data-client-id", "YOUR_CLIENT_ID");
-    script.setAttribute("data-track-screen-views", "true");
     script.setAttribute("data-track-attributes", "true");
     script.setAttribute("data-track-errors", "true");
     document.head.appendChild(script);
@@ -146,9 +145,7 @@ Enable performance tracking by updating your script configuration:
     script.async = true;
     script.src = "https://cdn.databuddy.cc/databuddy.js";
     script.setAttribute("data-client-id", "YOUR_CLIENT_ID");
-    script.setAttribute("data-track-screen-views", "true");
-    script.setAttribute("data-track-performance", "true");
-    script.setAttribute("data-track-web-vitals", "true");
+		script.setAttribute("data-track-web-vitals", "true");
     script.setAttribute("data-track-errors", "true");
     document.head.appendChild(script);
   })();
@@ -158,13 +155,12 @@ Enable performance tracking by updating your script configuration:
 ## Benefits for Framer Sites
 
 - **Cookie-free tracking**: No cookie consent banners needed
-- **Lightweight**: Under 30 KB script size (far smaller than Google Analytics)
+- **Lightweight**: About 10 KB gzipped for the current tracker bundle
 - **True privacy**: No fingerprinting, complete data ownership
 - **Fast Loading**: Async loading won't slow down your Framer site
-- **SEO Friendly**: Improves Core Web Vitals and page speed scores
+- **Performance visibility**: Collect Core Web Vitals when enabled
 - **Privacy Compliant**: Fully GDPR and CCPA compliant
 - **Real-time Data**: See visitor activity as it happens
-- **10x more efficient**: Better for the planet, better for performance
 - **Open Source**: Fully transparent and auditable code
 
 ## Troubleshooting
@@ -216,4 +212,4 @@ If analytics data isn't showing:
   </Card>
 </Cards>
 
-Need help? Contact our support team at [help@databuddy.cc](mailto:help@databuddy.cc).
+Need help? Contact our support team at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/gtm.mdx b/apps/docs/content/docs/Integrations/gtm.mdx
index 9d2c7dfbb..cf700d433 100644
--- a/apps/docs/content/docs/Integrations/gtm.mdx
+++ b/apps/docs/content/docs/Integrations/gtm.mdx
@@ -7,7 +7,7 @@ import { Card, Cards } from "@/components/docs";
 
 Integrate Databuddy with Google Tag Manager for centralized tag management while maintaining privacy-first analytics. Perfect for teams managing multiple tracking tools.
 
-> TL;DR: In GTM, create a Custom HTML tag with an inline loader that appends `https://cdn.databuddy.cc/databuddy.js` and sets `data-client-id`. Enable desired flags (e.g., `data-track-screen-views`, `data-track-attributes`, `data-track-errors`). Trigger on All Pages and publish.
+> TL;DR: In GTM, create a Custom HTML tag with an inline loader that appends `https://cdn.databuddy.cc/databuddy.js` and sets `data-client-id`. Enable optional flags such as `data-track-attributes` or `data-track-errors`. Page views and sessions are automatic. Trigger on All Pages and publish.
 
 ## Why Use GTM with Databuddy?
 
@@ -34,7 +34,6 @@ Integrate Databuddy with Google Tag Manager for centralized tag management while
     el.src = "https://cdn.databuddy.cc/databuddy.js";
     el.async = true;
     el.setAttribute("data-client-id", "Databuddy Client ID");
-    el.setAttribute("data-track-screen-views", "true");
     el.setAttribute("data-track-attributes", "true");
     el.setAttribute("data-track-errors", "true");
     document.head.appendChild(el);
@@ -81,7 +80,6 @@ Load different Databuddy configurations based on environment:
     el.src = "https://cdn.databuddy.cc/databuddy.js";
     el.async = true;
     el.setAttribute("data-client-id", clientId);
-    el.setAttribute("data-track-screen-views", "true");
     el.setAttribute("data-track-attributes", "true");
     el.setAttribute("data-track-errors", "true");
     el.setAttribute("data-debug", isProduction ? "false" : "true");
@@ -103,7 +101,6 @@ Load Databuddy only for specific conditions:
       el.src = "https://cdn.databuddy.cc/databuddy.js";
       el.async = true;
       el.setAttribute("data-client-id", "{{Databuddy Client ID}}");
-      el.setAttribute("data-track-screen-views", "true");
       el.setAttribute("data-track-attributes", "true");
       el.setAttribute("data-track-errors", "true");
       document.head.appendChild(el);
@@ -286,7 +283,6 @@ Respect user privacy choices:
       el.src = "https://cdn.databuddy.cc/databuddy.js";
       el.async = true;
       el.setAttribute("data-client-id", "{{Databuddy Client ID}}");
-      el.setAttribute("data-track-screen-views", "true");
       el.setAttribute("data-track-attributes", "true");
       el.setAttribute("data-track-errors", "true");
       document.head.appendChild(el);
@@ -473,4 +469,4 @@ Map GA4 events to Databuddy equivalents:
   </Card>
 </Cards>
 
-Need help with your GTM integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
+Need help with your GTM integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/hugo.mdx b/apps/docs/content/docs/Integrations/hugo.mdx
index a79a4dc22..9fa4bd67c 100644
--- a/apps/docs/content/docs/Integrations/hugo.mdx
+++ b/apps/docs/content/docs/Integrations/hugo.mdx
@@ -133,7 +133,6 @@ Enable additional tracking features by modifying the partial:
         data-track-attributes
         data-track-outgoing-links
         data-track-interactions
-        data-track-performance
         data-track-web-vitals
         data-track-errors
         async
@@ -238,4 +237,4 @@ if (window.databuddy) {
   </Card>
 </Cards>
 
-Need help with your Hugo integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
+Need help with your Hugo integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/index.mdx b/apps/docs/content/docs/Integrations/index.mdx
index da6fe00c5..b9ec755f3 100644
--- a/apps/docs/content/docs/Integrations/index.mdx
+++ b/apps/docs/content/docs/Integrations/index.mdx
@@ -9,7 +9,7 @@ import { Callout } from "@/components/docs";
 Databuddy integrates seamlessly with popular platforms and frameworks. Choose your preferred integration method and start tracking privacy-first analytics in minutes.
 
 <Callout type="info">
-  <strong>TL;DR</strong> — **Easy setup**, **under 30 KB script**, **framework-specific components**, **no configuration needed**.
+  <strong>TL;DR</strong> — **Easy setup**, **about 10 KB gzip**, **framework-specific components**, and **sensible defaults**.
 </Callout>
 
 ## Frameworks
@@ -123,7 +123,7 @@ Check your dashboard for real-time data after installation.
 ## Need Help?
 
 <Callout type="success">
-  Having trouble with an integration? Check the specific platform guide or [contact our support team](mailto:help@databuddy.cc) for assistance.
+  Having trouble with an integration? Check the specific platform guide or [contact our support team](mailto:support@databuddy.cc) for assistance.
 </Callout>
 
 Looking for a platform not listed here? Let us know what you need and we'll consider adding it to our integration roadmap.
diff --git a/apps/docs/content/docs/Integrations/jekyll.mdx b/apps/docs/content/docs/Integrations/jekyll.mdx
index 3439c6159..a263a6702 100644
--- a/apps/docs/content/docs/Integrations/jekyll.mdx
+++ b/apps/docs/content/docs/Integrations/jekyll.mdx
@@ -150,7 +150,6 @@ Enable additional tracking features by modifying the include file:
         data-track-attributes
         data-track-outgoing-links
         data-track-interactions
-        data-track-performance
         data-track-web-vitals
         data-track-errors
         async
@@ -241,4 +240,4 @@ if (window.databuddy) {
   </Card>
 </Cards>
 
-Need help with your Jekyll integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
+Need help with your Jekyll integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/laravel.mdx b/apps/docs/content/docs/Integrations/laravel.mdx
index 5ad3c2b15..0267d56cb 100644
--- a/apps/docs/content/docs/Integrations/laravel.mdx
+++ b/apps/docs/content/docs/Integrations/laravel.mdx
@@ -153,7 +153,6 @@ Enable additional tracking features by adding data attributes to your script tag
         data-track-attributes
         data-track-outgoing-links
         data-track-interactions
-        data-track-performance
         data-track-web-vitals
         data-track-errors
         async
@@ -375,4 +374,4 @@ Track form submissions:
   </Card>
 </Cards>
 
-Need help with your Laravel integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
+Need help with your Laravel integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/mintlify.mdx b/apps/docs/content/docs/Integrations/mintlify.mdx
index 8b6483d68..cc0fbe522 100644
--- a/apps/docs/content/docs/Integrations/mintlify.mdx
+++ b/apps/docs/content/docs/Integrations/mintlify.mdx
@@ -76,7 +76,6 @@ Enable extra tracking features by adding more `data-*` attributes when you creat
   script.setAttribute("data-track-attributes", "true");
   script.setAttribute("data-track-outgoing-links", "true");
   script.setAttribute("data-track-interactions", "true");
-  script.setAttribute("data-track-performance", "true");
   script.setAttribute("data-track-web-vitals", "true");
   script.setAttribute("data-track-errors", "true");
   script.crossOrigin = "anonymous";
@@ -150,4 +149,4 @@ Once the script has loaded, `window.databuddy` is available globally. You can ca
   </Card>
 </Cards>
 
-Need help with your Mintlify integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
+Need help with your Mintlify integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/nextjs.mdx b/apps/docs/content/docs/Integrations/nextjs.mdx
index f4692eb5f..e05d906af 100644
--- a/apps/docs/content/docs/Integrations/nextjs.mdx
+++ b/apps/docs/content/docs/Integrations/nextjs.mdx
@@ -37,8 +37,7 @@ export default function RootLayout({
       <body>
         <Databuddy
           clientId={process.env.NEXT_PUBLIC_DATABUDDY_CLIENT_ID!}
-          trackPerformance
-          trackWebVitals
+		  trackWebVitals
           trackErrors
         />
         {children}
@@ -67,8 +66,7 @@ export default function MyApp({ Component, pageProps }: AppProps) {
     <>
       <Databuddy
         clientId={process.env.NEXT_PUBLIC_DATABUDDY_CLIENT_ID!}
-        trackPerformance
-        trackWebVitals
+		trackWebVitals
         trackErrors
       />
       <Component {...pageProps} />
@@ -94,7 +92,6 @@ export default function Document() {
           async
           data-client-id={process.env.NEXT_PUBLIC_DATABUDDY_CLIENT_ID}
           data-track-errors
-          data-track-performance
           data-track-web-vitals
           src="https://cdn.databuddy.cc/databuddy.js"
         />
@@ -148,8 +145,7 @@ To avoid test data, disable tracking outside production:
   clientId={process.env.NEXT_PUBLIC_DATABUDDY_CLIENT_ID!}
   disabled={process.env.NODE_ENV !== "production"}
   trackErrors
-  trackPerformance
-  trackWebVitals
+	trackWebVitals
 />
 ```
 
diff --git a/apps/docs/content/docs/Integrations/react.mdx b/apps/docs/content/docs/Integrations/react.mdx
index b1e594a3c..9d15956d7 100644
--- a/apps/docs/content/docs/Integrations/react.mdx
+++ b/apps/docs/content/docs/Integrations/react.mdx
@@ -181,8 +181,7 @@ function App() {
         trackHashChanges
         trackAttributes
         trackOutgoingLinks
-        trackPerformance
-        trackWebVitals
+		trackWebVitals
         enableBatching
         batchSize={10}
         batchTimeout={2000}
@@ -455,4 +454,4 @@ export function useAnalytics() {
   </Card>
 </Cards>
 
-Need help with React integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc). 
\ No newline at end of file
+Need help with React integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/shopify.mdx b/apps/docs/content/docs/Integrations/shopify.mdx
index 63c627f17..792d81b20 100644
--- a/apps/docs/content/docs/Integrations/shopify.mdx
+++ b/apps/docs/content/docs/Integrations/shopify.mdx
@@ -41,7 +41,6 @@ If you're using Google Tag Manager:
     var script = document.createElement('script');
     script.src = 'https://cdn.databuddy.cc/databuddy.js';
     script.setAttribute('data-client-id', 'YOUR_CLIENT_ID');
-    script.setAttribute('data-track-screen-views', 'true');
     script.setAttribute('data-track-attributes', 'true');
     script.async = true;
     document.head.appendChild(script);
@@ -306,7 +305,6 @@ Load Databuddy after critical resources:
     var script = document.createElement('script');
     script.src = 'https://cdn.databuddy.cc/databuddy.js';
     script.setAttribute('data-client-id', 'YOUR_CLIENT_ID');
-    script.setAttribute('data-track-screen-views', 'true');
     script.async = true;
     document.head.appendChild(script);
   });
@@ -410,4 +408,4 @@ Enable debug mode for development:
   </Card>
 </Cards>
 
-Need help with your Shopify integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
+Need help with your Shopify integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/squarespace.mdx b/apps/docs/content/docs/Integrations/squarespace.mdx
index 43361ebe1..c900e7748 100644
--- a/apps/docs/content/docs/Integrations/squarespace.mdx
+++ b/apps/docs/content/docs/Integrations/squarespace.mdx
@@ -78,7 +78,6 @@ Enable additional tracking features by adding data attributes to your script tag
   data-track-attributes
   data-track-outgoing-links
   data-track-interactions
-  data-track-performance
   data-track-web-vitals
   data-track-errors
   async
@@ -271,5 +270,4 @@ After installation, verify tracking is working:
   </Card>
 </Cards>
 
-Need help with your Squarespace integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
-
+Need help with your Squarespace integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/svelte.mdx b/apps/docs/content/docs/Integrations/svelte.mdx
index 0a4e478e5..f09f88bb2 100644
--- a/apps/docs/content/docs/Integrations/svelte.mdx
+++ b/apps/docs/content/docs/Integrations/svelte.mdx
@@ -179,7 +179,6 @@ Enable additional tracking features:
   data-track-attributes
   data-track-outgoing-links
   data-track-interactions
-  data-track-performance
   data-track-web-vitals
   data-track-errors
   async
@@ -325,5 +324,4 @@ Or add it directly to `src/app.html`:
   </Card>
 </Cards>
 
-Need help with your Svelte integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
-
+Need help with your Svelte integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/sveltekit.mdx b/apps/docs/content/docs/Integrations/sveltekit.mdx
index 2d794e53e..50aa06a05 100644
--- a/apps/docs/content/docs/Integrations/sveltekit.mdx
+++ b/apps/docs/content/docs/Integrations/sveltekit.mdx
@@ -185,7 +185,6 @@ Enable additional tracking features:
   data-track-attributes
   data-track-outgoing-links
   data-track-interactions
-  data-track-performance
   data-track-web-vitals
   data-track-errors
   async
@@ -397,4 +396,4 @@ Then use them in your code:
   </Card>
 </Cards>
 
-Need help with your SvelteKit integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
+Need help with your SvelteKit integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/webflow.mdx b/apps/docs/content/docs/Integrations/webflow.mdx
index ab2a3ce2e..63b1e15dc 100644
--- a/apps/docs/content/docs/Integrations/webflow.mdx
+++ b/apps/docs/content/docs/Integrations/webflow.mdx
@@ -195,7 +195,6 @@ Enable additional tracking features by adding data attributes to your script tag
   data-track-attributes
   data-track-outgoing-links
   data-track-interactions
-  data-track-performance
   data-track-web-vitals
   data-track-errors
   async
@@ -300,5 +299,4 @@ if (video && window.databuddy) {
   </Card>
 </Cards>
 
-Need help with your Webflow integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
-
+Need help with your Webflow integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/wix.mdx b/apps/docs/content/docs/Integrations/wix.mdx
index 803c1d2c4..ca0b2d3d4 100644
--- a/apps/docs/content/docs/Integrations/wix.mdx
+++ b/apps/docs/content/docs/Integrations/wix.mdx
@@ -87,7 +87,6 @@ Enable additional tracking features by adding data attributes to your script tag
   data-track-attributes
   data-track-outgoing-links
   data-track-interactions
-  data-track-performance
   data-track-web-vitals
   data-track-errors
   async
@@ -266,5 +265,4 @@ Track newsletter subscriptions:
   </Card>
 </Cards>
 
-Need help with your Wix integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
-
+Need help with your Wix integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/Integrations/wordpress.mdx b/apps/docs/content/docs/Integrations/wordpress.mdx
index 2efe19092..0a3aa83dc 100644
--- a/apps/docs/content/docs/Integrations/wordpress.mdx
+++ b/apps/docs/content/docs/Integrations/wordpress.mdx
@@ -8,7 +8,7 @@ import { Steps, Step } from "@/components/docs";
 import { CodeBlock } from "@/components/docs";
 import { Card, Cards } from "@/components/docs";
 
-Add Databuddy's privacy-first analytics to your WordPress site without slowing it down. No cookies, fully GDPR compliant, with an under 30 KB script (still far smaller than Google Analytics).
+Add Databuddy's privacy-first analytics to your WordPress site with an asynchronous tracker that is about 10 KB gzipped. No cookies, fully GDPR compliant.
 
 ## Installation Methods
 
@@ -143,7 +143,6 @@ For more detailed analytics, enable additional tracking options:
   data-track-attributes
   data-track-outgoing-links
   data-track-interactions
-  data-track-performance
   data-track-web-vitals
   data-track-errors
   async
@@ -194,9 +193,9 @@ add_action('wp_footer', 'track_custom_post_types');`}
 
 Databuddy is designed to have minimal impact on your WordPress site's performance:
 
-- **Lightweight**: Under 30 KB script size (far smaller than Google Analytics)
+- **Lightweight**: About 10 KB gzipped for the current tracker bundle
 - **Non-blocking**: Loads asynchronously without affecting page speed
-- **Core Web Vitals**: Improves your WordPress performance scores
+- **Core Web Vitals**: Can collect field performance data when enabled
 - **Server Friendly**: Minimal server load compared to other analytics solutions
 
 ## Common Use Cases
@@ -295,4 +294,4 @@ For WordPress multisite networks:
   </Card>
 </Cards>
 
-Need help with your WordPress integration? Contact us at [help@databuddy.cc](mailto:help@databuddy.cc).
+Need help with your WordPress integration? Contact us at [support@databuddy.cc](mailto:support@databuddy.cc).
diff --git a/apps/docs/content/docs/api/authentication.mdx b/apps/docs/content/docs/api/authentication.mdx
index dcdfdc611..4946477ed 100644
--- a/apps/docs/content/docs/api/authentication.mdx
+++ b/apps/docs/content/docs/api/authentication.mdx
@@ -5,7 +5,7 @@ description: API keys, scopes, and authentication methods for the Databuddy API
 
 import { Callout, CodeBlock } from "@/components/docs";
 
-All API requests require authentication. Databuddy supports two authentication methods: API keys for server-side integrations and session cookies for browser-based apps.
+Protected API operations require authentication. Operations explicitly documented as public—such as query-type discovery and public status-page reads—do not. Databuddy supports API keys for server-side integrations and session cookies for browser-based apps.
 
 ## API Key Authentication
 
@@ -61,6 +61,10 @@ Scopes control what actions an API key can perform:
 | `track:events` | Send custom events via `POST /track` |
 | `read:links` | Read short links and their analytics |
 | `write:links` | Create, update, and delete short links |
+| `read:monitors` | Read uptime monitors and their analytics |
+| `write:monitors` | Create, update, pause, resume, and delete uptime monitors |
+| `read:status_pages` | Read status pages, incidents, and monitor visibility |
+| `write:status_pages` | Manage status pages, incidents, and monitor visibility |
 | `manage:websites` | Create, update, and delete websites |
 | `manage:flags` | Manage feature flags and targeting rules |
 | `manage:config` | Integration config and organization settings |
@@ -116,10 +120,8 @@ Browser-based applications using the Databuddy dashboard session can authenticat
 
 | Error Code | Meaning |
 |------------|---------|
-| `AUTH_REQUIRED` | No API key or session provided |
-| `ACCESS_DENIED` | Valid auth but no access to requested resource |
-| `INVALID_API_KEY` | API key is invalid, expired, or revoked |
-| `INSUFFICIENT_SCOPE` | API key lacks required scope |
+| `AUTH_REQUIRED` | The operation needs authentication and none was accepted |
+| `ACCESS_DENIED` | Authentication succeeded but the key cannot access the resource or operation |
 
 Example error response:
 
@@ -128,7 +130,8 @@ Example error response:
   code={`{
   "success": false,
   "error": "Authentication required",
-  "code": "AUTH_REQUIRED"
+  "code": "AUTH_REQUIRED",
+  "requestId": "req_abc123def456"
 }`}
 />
 
diff --git a/apps/docs/content/docs/api/errors.mdx b/apps/docs/content/docs/api/errors.mdx
index 98dfce278..af2a162d8 100644
--- a/apps/docs/content/docs/api/errors.mdx
+++ b/apps/docs/content/docs/api/errors.mdx
@@ -1,13 +1,13 @@
 ---
 title: Error Handling
-description: API error codes, formats, and troubleshooting
+description: API error formats, stable query codes, and recovery guidance
 ---
 
 import { CodeBlock } from "@/components/docs";
 
-All API errors follow a consistent format with clear error codes, messages, and request IDs for debugging.
+Every API response includes an `X-Request-ID` header so support can trace a failure without exposing internal details. Query API and direct route errors also include that value as `requestId` in their JSON body. Framework-generated RPC errors may expose it only in the header.
 
-## Error Response Format
+## Error response
 
 <CodeBlock
   language="json"
@@ -19,9 +19,7 @@ All API errors follow a consistent format with clear error codes, messages, and
 }`}
 />
 
-## Validation Errors
-
-Validation errors include detailed field-level information:
+Some validation failures also include `details` with the affected field and a suggested correction:
 
 <CodeBlock
   language="json"
@@ -40,166 +38,81 @@ Validation errors include detailed field-level information:
 }`}
 />
 
-The `details` array contains all validation issues found, with suggestions when available.
-
-## Error Codes
-
-### Authentication Errors (4xx)
-
-| Code | HTTP Status | Description |
-|------|-------------|-------------|
-| `AUTH_REQUIRED` | 401 | No authentication provided |
-| `INVALID_API_KEY` | 401 | API key is invalid, expired, or revoked |
-| `ACCESS_DENIED` | 403 | Authenticated but lacks permission |
-| `INSUFFICIENT_SCOPE` | 403 | API key missing required scope |
-
-### Request Errors (4xx)
-
-| Code | HTTP Status | Description |
-|------|-------------|-------------|
-| `MISSING_PROJECT_ID` | 400 | No `website_id`, `link_id`, or `schedule_id` provided |
-| `MISSING_WEBSITE_ID` | 400 | Endpoint requires `website_id` parameter |
-| `VALIDATION_ERROR` | 400 | Request body failed validation |
-| `INVALID_QUERY_TYPE` | 400 | Unknown query type in `parameters` |
-| `INVALID_DATE_RANGE` | 400 | Invalid or missing date range |
-| `RATE_LIMIT_EXCEEDED` | 429 | Too many requests |
+## Query API codes
 
-### Resource Errors (4xx)
+These are the stable codes returned by `/v1/query` and its subroutes:
 
-| Code | HTTP Status | Description |
-|------|-------------|-------------|
-| `WEBSITE_NOT_FOUND` | 404 | Website doesn't exist or no access |
-| `LINK_NOT_FOUND` | 404 | Link doesn't exist or no access |
-| `SCHEDULE_NOT_FOUND` | 404 | Uptime schedule doesn't exist or no access |
+| Code | HTTP status | Meaning | Recovery |
+|------|-------------|---------|----------|
+| `AUTH_REQUIRED` | 401 | The protected operation has no valid API key or session | Add authentication and retry |
+| `ACCESS_DENIED` | 403 | Authentication succeeded but cannot access the requested resource | Check the key's organization, resource access, and scopes |
+| `MISSING_PROJECT_ID` | 400 | No website, link, monitor, or organization identifier was supplied | Add the identifier required by the query type |
+| `MISSING_WEBSITE_ID` | 400 | The custom-query endpoint needs `website_id` | Add `website_id` to the query string |
+| `VALIDATION_ERROR` | 400 | The body, date range, filter, or query type is invalid | Correct the reported fields and retry |
+| `COMPILATION_ERROR` | 400 | The query could not be compiled | Correct the query definition |
+| `QUERY_ERROR` | 400 | The custom query could not be executed | Check the message and query definition |
+| `FEATURE_UNAVAILABLE` | 402 | The selected plan does not include the requested query capability | Change plan or remove that query type |
+| `RATE_LIMITED` | 429 | The request limit was reached | Wait for `Retry-After`, then retry |
+| `INTERNAL_SERVER_ERROR` | 500 | An unexpected server error occurred | Retry; if it continues, contact support with the request ID |
 
-### Server Errors (5xx)
+Other API families can define additional codes. Treat `code` as the programmatic value and keep a fallback for unfamiliar codes.
 
-| Code | HTTP Status | Description |
-|------|-------------|-------------|
-| `INTERNAL_SERVER_ERROR` | 500 | Unexpected server error |
-| `DATABASE_ERROR` | 500 | Database query failed |
-| `TIMEOUT` | 504 | Query took too long |
+## Authentication response
 
-## Error Examples
-
-### Missing Authentication
-
-401 responses include a discovery hint for agents:
+Protected endpoints return a discovery hint in addition to the JSON body:
 
 <CodeBlock
   language="http"
-  code={`WWW-Authenticate: Bearer resource_metadata="https://api.databuddy.cc/.well-known/oauth-protected-resource"`}
-/>
-
-<CodeBlock 
-  language="json"
-  code={`{
-  "success": false,
-  "error": "Authentication required",
-  "code": "AUTH_REQUIRED"
-}`}
-/>
-
-### Missing Resource Identifier
-
-<CodeBlock 
-  language="json"
-  code={`{
-  "success": false,
-  "error": "Missing resource identifier (website_id, schedule_id, link_id, or organization_id)",
-  "code": "MISSING_PROJECT_ID"
-}`}
-/>
-
-### Invalid Query Type
-
-<CodeBlock 
-  language="json"
-  code={`{
-  "success": false,
-  "error": "Unknown query type: summry",
-  "code": "INVALID_QUERY_TYPE"
-}`}
+  code={`HTTP/1.1 401 Unauthorized
+X-Request-ID: req_abc123def456
+WWW-Authenticate: Bearer resource_metadata="https://api.databuddy.cc/.well-known/oauth-protected-resource"`}
 />
 
-### Rate Limit Exceeded
+## Rate-limit response
 
-<CodeBlock 
+<CodeBlock
   language="json"
   code={`{
   "success": false,
-  "error": "Rate limit exceeded. Please try again later.",
-  "code": "RATE_LIMIT_EXCEEDED",
-  "limit": 200,
+  "error": "Rate limit exceeded",
+  "code": "RATE_LIMITED",
+  "requestId": "req_abc123def456",
+  "limit": 120,
   "remaining": 0,
-  "reset": "2024-01-01T12:00:10.000Z",
+  "reset": 1735732810000,
   "retryAfter": 8
 }`}
 />
 
-## Partial Success
+`reset` is a Unix timestamp in milliseconds. `retryAfter` and the `Retry-After` header are seconds.
 
-When querying multiple parameters, individual queries can fail while others succeed:
+## Partial query results
 
-<CodeBlock 
+A valid multi-parameter query can contain a failure for one parameter while other parameters succeed:
+
+<CodeBlock
   language="json"
   code={`{
   "success": true,
+  "requestId": "req_abc123def456",
   "data": [
+    { "parameter": "summary", "success": true, "data": [] },
     {
-      "parameter": "summary",
-      "success": true,
-      "data": [...]
-    },
-    {
-      "parameter": "invalid_type",
+      "parameter": "pages",
       "success": false,
-      "error": "Unknown query type: invalid_type",
+      "error": "Query execution failed",
       "data": []
     }
   ]
 }`}
 />
 
-The top-level `success: true` indicates the request was processed. Check each parameter's `success` field for individual results.
-
-## Troubleshooting
-
-### "Authentication required"
-
-- Ensure you're sending the API key in headers
-- Check header format: `x-api-key: dbdy_xxx` or `Authorization: Bearer dbdy_xxx`
-- Verify the API key hasn't been revoked
-
-### "Access denied"
-
-- Check that your API key has access to this website
-- Verify the API key has the required scope (`read:data`)
-- For website-specific keys, ensure the website is in the allowed list
-
-### "Rate limit exceeded"
-
-- Check the `retryAfter` field for when to retry
-- Consider batching multiple queries into one request
-- Upgrade your plan for higher limits
-
-### "Unknown query type"
-
-- Check spelling of the query type
-- Use `GET /v1/query/types` to see available types
-- Some types require specific resource IDs (e.g., `link_*` needs `link_id`)
-
-### "Hourly granularity only supports up to 30 days"
-
-- Reduce your date range to 30 days or less
-- Use `"granularity": "daily"` for longer ranges
-
-## Best Practices
-
-1. **Check `success` at both levels** — Request success and parameter success
-
-2. **Handle rate limits gracefully** — Implement exponential backoff
+Check both the top-level `success` value and each result's `success` value.
 
-3. **Log error codes** — Use codes for programmatic handling, messages for debugging
+## Recovery checklist
 
-4. **Validate before sending** — Check required fields client-side to avoid validation errors
+1. Record `code`, HTTP status, and `requestId`.
+2. For `401` and `403`, verify authentication, scopes, organization, and resource access.
+3. For `400`, correct the documented field instead of retrying unchanged.
+4. For `429`, wait for `Retry-After`; add jitter when many workers share a key.
+5. For `5xx`, retry with bounded exponential backoff. Contact support with the request ID if the failure continues.
diff --git a/apps/docs/content/docs/api/mcp.mdx b/apps/docs/content/docs/api/mcp.mdx
index c8508f3cd..8afd027e2 100644
--- a/apps/docs/content/docs/api/mcp.mdx
+++ b/apps/docs/content/docs/api/mcp.mdx
@@ -143,7 +143,7 @@ Add to your MCP settings (typically `.cursor/mcp.json` or workspace settings):
 
 | Tool | Description |
 |------|-------------|
-| `search_memory` | Search saved memories for the workspace. |
+| `search_memory` | Search saved memories for the current organization. |
 | `save_memory` | Save a memory (requires confirmation). |
 | `forget_memory` | Delete a memory (requires confirmation). |
 
diff --git a/apps/docs/content/docs/api/query.mdx b/apps/docs/content/docs/api/query.mdx
index f9cc84611..36f5dc0c6 100644
--- a/apps/docs/content/docs/api/query.mdx
+++ b/apps/docs/content/docs/api/query.mdx
@@ -13,7 +13,9 @@ The Query API lets you fetch analytics data for your websites with flexible date
 |--------|----------|-------------|
 | GET | `/v1/query/websites` | List accessible websites |
 | GET | `/v1/query/types` | Get available query types |
+| POST | `/v1/query/compile` | Validate and compile a query without executing it |
 | POST | `/v1/query` | Execute analytics query |
+| POST | `/v1/query/custom` | Execute a custom query for one website |
 
 ## List Websites
 
@@ -91,9 +93,10 @@ Query analytics data with full parameter control:
 | `website_id` | Yes* | Website to query |
 | `link_id` | Yes* | Link shortener ID (for link analytics) |
 | `schedule_id` | Yes* | Uptime monitor ID (for uptime analytics) |
+| `organization_id` | Yes* | Organization ID for organization-scoped query types |
 | `timezone` | No | Timezone for date calculations (default: UTC) |
 
-*One of `website_id`, `link_id`, or `schedule_id` is required.
+*One of `website_id`, `link_id`, `schedule_id`, or `organization_id` is required unless the signed-in session or global API key supplies an organization context.
 
 **Request Body:**
 
diff --git a/apps/docs/content/docs/api/rate-limits.mdx b/apps/docs/content/docs/api/rate-limits.mdx
index cdd719211..5dee4f0e5 100644
--- a/apps/docs/content/docs/api/rate-limits.mdx
+++ b/apps/docs/content/docs/api/rate-limits.mdx
@@ -1,158 +1,76 @@
 ---
 title: Rate Limits
-description: API rate limiting by plan and endpoint type
+description: Current Query API limits and retry behavior
 ---
 
 import { Callout, CodeBlock } from "@/components/docs";
 
-API endpoints are rate-limited to ensure fair usage and system stability. Limits vary by subscription plan and endpoint type.
+Rate limits protect the service from bursts and are applied by endpoint and authenticated identity. They are not currently plan-based.
 
-## Plan-Based Rate Limits
+## Query API limits
 
-| Plan | Requests per 10 seconds | Requests per minute |
-|------|------------------------|---------------------|
-| Free | 50 | 300 |
-| Hobby | 100 | 600 |
-| Pro | 200 | 1,200 |
-| Scale | 500 | 3,000 |
+| Endpoint | Authenticated limit | Anonymous limit | Window |
+|----------|---------------------|-----------------|--------|
+| `POST /v1/query/compile` | 300 requests | 60 requests | 1 minute |
+| `POST /v1/query` | 120 requests | 60 requests | 1 minute |
+| `POST /v1/query/custom` | 60 requests | 60 requests | 1 minute |
 
-## Endpoint-Specific Limits
+An API key, signed-in user, or anonymous client receives a separate limit identity. Other API families can apply their own limits.
 
-Some endpoints have additional restrictions regardless of plan:
+## When a limit is reached
 
-| Endpoint Type | Limit | Notes |
-|---------------|-------|-------|
-| Public endpoints | 100/min | Unauthenticated requests |
-| Authentication | 30/min | Login, token refresh |
-| Custom SQL queries | 30/min | Higher computational cost |
-| Batch operations | Varies | Based on batch size |
+A `429` response includes the retry window in both headers and JSON:
 
-## Rate Limit Headers
-
-Every response includes rate limit information:
-
-<CodeBlock 
+<CodeBlock
   language="http"
-  code={`X-RateLimit-Limit: 200
-X-RateLimit-Remaining: 195
-X-RateLimit-Reset: 1704067210`}
+  code={`HTTP/1.1 429 Too Many Requests
+Retry-After: 8
+X-RateLimit-Limit: 120
+X-RateLimit-Remaining: 0
+X-RateLimit-Reset: 1735732810000
+X-Request-ID: req_abc123def456`}
 />
 
-| Header | Description |
-|--------|-------------|
-| `X-RateLimit-Limit` | Maximum requests allowed in the window |
-| `X-RateLimit-Remaining` | Requests remaining in current window |
-| `X-RateLimit-Reset` | Unix timestamp when the limit resets |
-
-## Rate Limit Exceeded Response
-
-When you exceed the rate limit, you'll receive a 429 response:
-
-<CodeBlock 
+<CodeBlock
   language="json"
   code={`{
   "success": false,
-  "error": "Rate limit exceeded. Please try again later.",
-  "code": "RATE_LIMIT_EXCEEDED",
-  "limit": 200,
+  "error": "Rate limit exceeded",
+  "code": "RATE_LIMITED",
+  "requestId": "req_abc123def456",
+  "limit": 120,
   "remaining": 0,
-  "reset": "2024-01-01T12:00:10.000Z",
+  "reset": 1735732810000,
   "retryAfter": 8
 }`}
 />
 
-The `retryAfter` field indicates seconds until you can retry.
-
-## Best Practices
-
-### 1. Use Batch Queries
-
-Instead of multiple individual requests, combine queries:
-
-<CodeBlock 
-  language="json"
-  code={`// Instead of 3 separate requests:
-// POST /v1/query { parameters: ["summary"] }
-// POST /v1/query { parameters: ["pages"] }
-// POST /v1/query { parameters: ["traffic"] }
-
-// Use one batch request:
-POST /v1/query
-{
-  "parameters": ["summary", "pages", "traffic"],
-  "startDate": "2024-01-01",
-  "endDate": "2024-01-31"
-}`}
-/>
-
-### 2. Implement Exponential Backoff
+`Retry-After` and `retryAfter` are seconds. `X-RateLimit-Reset` and `reset` are Unix timestamps in milliseconds. Rate-limit headers are guaranteed on the `429` response; do not assume they are present on successful responses.
 
-When rate limited, wait progressively longer:
+## Retry safely
 
-<CodeBlock 
+<CodeBlock
   language="typescript"
-  code={`async function fetchWithRetry(url: string, options: RequestInit, maxRetries = 3) {
-  for (let attempt = 0; attempt < maxRetries; attempt++) {
+  code={`async function fetchWithRateLimitRetry(
+  url: string,
+  options: RequestInit,
+  maxRetries = 3
+) {
+  for (let attempt = 0; attempt <= maxRetries; attempt++) {
     const response = await fetch(url, options);
-    
-    if (response.status === 429) {
-      const retryAfter = response.headers.get('X-RateLimit-Reset');
-      const waitTime = retryAfter 
-        ? (parseInt(retryAfter) * 1000) - Date.now()
-        : Math.pow(2, attempt) * 1000;
-      
-      await new Promise(resolve => setTimeout(resolve, Math.max(waitTime, 1000)));
-      continue;
-    }
-    
-    return response;
-  }
-  throw new Error('Max retries exceeded');
-}`}
-/>
-
-### 3. Cache Responses
-
-Cache analytics data that doesn't change frequently:
-
-<CodeBlock 
-  language="typescript"
-  code={`// Cache daily summaries - they won't change after the day ends
-const cacheKey = \`summary-\${websiteId}-\${date}\`;
-const cached = await cache.get(cacheKey);
-
-if (cached) {
-  return cached;
-}
-
-const data = await fetchAnalytics(websiteId, date);
-
-// Cache for 1 hour for recent data, longer for historical
-const ttl = isToday(date) ? 3600 : 86400;
-await cache.set(cacheKey, data, ttl);
+    if (response.status !== 429 || attempt === maxRetries) return response;
 
-return data;`}
-/>
-
-### 4. Monitor Rate Limit Headers
-
-Track remaining requests proactively:
-
-<CodeBlock 
-  language="typescript"
-  code={`const response = await fetch(url, options);
-const remaining = parseInt(response.headers.get('X-RateLimit-Remaining') || '0');
-
-if (remaining < 10) {
-  console.warn(\`Rate limit warning: \${remaining} requests remaining\`);
-  // Slow down or queue requests
+    const retryAfter = Number(response.headers.get("Retry-After") ?? 1);
+    const jitter = Math.floor(Math.random() * 250);
+    await new Promise((resolve) =>
+      setTimeout(resolve, Math.max(1, retryAfter) * 1000 + jitter)
+    );
+  }
 }`}
 />
 
-## Increasing Your Limits
+Batch compatible analytics parameters into one `/v1/query` request and cache historical results when appropriate.
 
 <Callout type="info">
-  Need higher rate limits? [Upgrade your plan](https://app.databuddy.cc/billing/plans) or [contact us](mailto:help@databuddy.cc) for custom enterprise limits.
+  If a production integration needs a different traffic profile, [contact support](mailto:support@databuddy.cc) with the endpoint, expected peak rate, and request IDs from any `429` responses.
 </Callout>
-
-Enterprise customers can request custom rate limits based on their specific use case.
diff --git a/apps/docs/content/docs/dashboard.mdx b/apps/docs/content/docs/dashboard.mdx
index cb8075b1c..7acf87737 100644
--- a/apps/docs/content/docs/dashboard.mdx
+++ b/apps/docs/content/docs/dashboard.mdx
@@ -293,10 +293,10 @@ Discover your global audience and optimize for different regions:
 
 <Callout type="tip" title="Powering the Map View">
   The geographic data displayed on maps and in regional breakdowns is typically
-  derived from the user's IP address at the beginning of a session. This
-  functionality is an integral part of session tracking. Ensure `trackSessions=
-  {true}` (which is enabled by default) in your [SDK
-  configuration](/docs/sdk/configuration) to collect this data.
+  derived from the user's IP address at the beginning of a session. Page views
+  and sessions are tracked automatically; there is no separate SDK option to
+  enable them. See [SDK configuration](/docs/sdk/configuration) for the optional
+  controls.
 </Callout>
 
 ## Technology Stack Analysis
@@ -530,11 +530,9 @@ Monitor your website's technical health and user experience:
 
 <Callout type="tip" title="Enabling Performance Data">
   The performance metrics, including Core Web Vitals, are populated when you
-  enable `trackPerformance={true}` (enabled by default) and `trackWebVitals=
-  {true}` (disabled by default, but recommended) in your [SDK
-  configuration](/docs/sdk/configuration). Enabling these options
-  allows the SDK to collect detailed timing and performance data from the user's
-  browser.
+  enable `trackWebVitals={true}` in your [SDK
+  configuration](/docs/sdk/configuration). This allows the SDK to collect Core
+  Web Vitals from the visitor's browser.
 </Callout>
 
 ### Core Web Vitals
@@ -550,9 +548,9 @@ Monitor your website's technical health and user experience:
     content element is rendered.
   </Card>
 
-<Card title="FID - First Input Delay">
-  **Good**: ≤ 100 milliseconds Measures interactivity. Time from first user
-  interaction to browser response.
+<Card title="INP - Interaction to Next Paint">
+  **Good**: ≤ 200 milliseconds Measures responsiveness across user
+  interactions during the page visit.
 </Card>
 
 <Card title="CLS - Cumulative Layout Shift">
@@ -578,7 +576,7 @@ Monitor your website's technical health and user experience:
 - Minimize resource load times
 - Implement lazy loading
 
-**For FID (Interactivity):**
+**For INP (Responsiveness):**
 
 - Reduce JavaScript bundle size
 - Optimize long-running tasks
@@ -709,8 +707,8 @@ Get your data where you need it:
   Programmatic access to your analytics data via REST API.
 </Card>
 
-<Card title="Scheduled Reports">
-  Automated email reports with key metrics and insights.
+<Card title="Findings in Slack">
+  Send new findings to the Slack channels configured for your organization after each daily or weekly analysis.
 </Card>
 
   <Card title="Webhooks">
diff --git a/apps/docs/content/docs/getting-started.mdx b/apps/docs/content/docs/getting-started.mdx
index 85d5fcb44..596ec5867 100644
--- a/apps/docs/content/docs/getting-started.mdx
+++ b/apps/docs/content/docs/getting-started.mdx
@@ -57,7 +57,7 @@ For any website, use the script tag method:
   code={`<script
     src="https://cdn.databuddy.cc/databuddy.js"
     data-client-id="your-client-id"
-    data-track-performance
+    data-track-web-vitals
     async
   ></script>`}
 />
@@ -91,8 +91,7 @@ Add the `<Databuddy />` component once in your root layout:
         <body>
           <Databuddy
             clientId={process.env.NEXT_PUBLIC_DATABUDDY_CLIENT_ID!}
-            trackPerformance
-            trackWebVitals
+			trackWebVitals
             trackErrors
           />
           {children}
@@ -130,7 +129,6 @@ Add the script to your HTML before the closing `</body>` tag:
       <script
         src="https://cdn.databuddy.cc/databuddy.js"
         data-client-id="your-client-id"
-        data-track-performance
         data-track-web-vitals
         data-track-errors
         async
diff --git a/apps/docs/content/docs/index.mdx b/apps/docs/content/docs/index.mdx
index 22d66100f..afbd361f7 100644
--- a/apps/docs/content/docs/index.mdx
+++ b/apps/docs/content/docs/index.mdx
@@ -1,23 +1,24 @@
 ---
 title: What is Databuddy
-description: Lightweight analytics platform for developers. One script for analytics, error tracking, web vitals, feature flags, and AI insights. Under 30 KB, no cookies, GDPR compliant.
+description: Lightweight analytics platform for developers. One connected platform for analytics, error tracking, web vitals, feature flags, links, and AI analysis.
 ---
 
 import { Card, Cards } from "@/components/docs";
 import { Callout } from "@/components/docs";
 
-Databuddy is a lightweight analytics platform for developers. One script gives you analytics, error tracking, web vitals, feature flags, short links, and an AI agent, under 30 KB, with no cookies.
+Databuddy is a lightweight analytics platform for developers. One asynchronous browser tracker collects analytics, errors, and web vitals; the same platform adds feature flags, short links, and AI analysis.
 
 <Callout type="info">
-  <strong>TL;DR</strong> — **65x faster**, **no cookies**, **GDPR by default**,
-  anonymous & aggregated only.
+  <strong>TL;DR</strong> — a lightweight tracker, connected product analytics,
+  and a dashboard designed for developers.
 </Callout>
 
 ## Why Choose Databuddy?
 
 <Cards>
-  <Card title="One Script, Six Tools" href="/docs/getting-started">
-    Analytics, errors, vitals, flags, links, and AI in a single install under 30 KB.
+  <Card title="One Connected Platform" href="/docs/getting-started">
+    Collect analytics, errors, and vitals with one tracker, then manage flags,
+    links, and AI analysis from the same dashboard.
   </Card>
   <Card title="No Cookies, No Banners" href="/docs/security">
     Cookieless tracking. GDPR, CCPA, and ePrivacy compliant by default.
@@ -41,7 +42,7 @@ Databuddy is a lightweight analytics platform for developers. One script gives y
 
 **Performance Monitoring**
 
-- Core Web Vitals (LCP, FID, CLS)
+- Core Web Vitals (LCP, INP, CLS)
 - Page load timing metrics
 - JavaScript error tracking
 - Custom business events
@@ -114,5 +115,5 @@ Looking for plan details? See the full breakdown on the [pricing page](/pricing)
 
 - [Documentation](/docs/getting-started) — guides and API reference
 - [API Playground](/api) — test endpoints interactively
-- [Email support](mailto:help@databuddy.cc) — direct help from our team
+- [Email support](mailto:support@databuddy.cc) — direct help from our team
 - [GitHub issues](https://github.com/databuddy-analytics/databuddy/issues) — bug reports and features
diff --git a/apps/docs/content/docs/performance/core-web-vitals-guide.mdx b/apps/docs/content/docs/performance/core-web-vitals-guide.mdx
index ff289e6c3..c90aa409c 100644
--- a/apps/docs/content/docs/performance/core-web-vitals-guide.mdx
+++ b/apps/docs/content/docs/performance/core-web-vitals-guide.mdx
@@ -1,6 +1,6 @@
 ---
 title: "Core Web Vitals Guide: Improve SEO & User Experience"
-description: "Complete guide to Core Web Vitals - LCP, FID, and CLS. Learn how to measure, optimize, and monitor these crucial SEO ranking factors for better search performance."
+description: "Complete guide to Core Web Vitals - LCP, INP, and CLS. Learn how to measure, optimize, and monitor these user-experience signals."
 icon: "Zap"
 ---
 
@@ -15,7 +15,7 @@ Core Web Vitals are essential metrics that Google uses to evaluate user experien
 ### The Three Core Web Vitals
 
 1. **Largest Contentful Paint (LCP)** - Loading performance
-2. **First Input Delay (FID)** - Interactivity
+2. **Interaction to Next Paint (INP)** - Responsiveness
 3. **Cumulative Layout Shift (CLS)** - Visual stability
 
 ## 1. Largest Contentful Paint (LCP)
@@ -103,25 +103,25 @@ LCP measures how long it takes for the largest content element to become visible
   <link rel="preconnect" href="https://fonts.googleapis.com">`}
 />
 
-## 2. First Input Delay (FID)
+## 2. Interaction to Next Paint (INP)
 
-### What is FID?
-FID measures the time from when a user first interacts with your page (clicks a link, taps a button) to when the browser actually begins processing that interaction.
+### What is INP?
+INP measures how quickly a page responds visually to interactions across the visit, such as clicks, taps, and keyboard input.
 
-### FID Thresholds
-- **Good:** 100 milliseconds or less
-- **Needs Improvement:** 100 to 300 milliseconds
-- **Poor:** More than 300 milliseconds
+### INP Thresholds
+- **Good:** 200 milliseconds or less
+- **Needs Improvement:** 200 to 500 milliseconds
+- **Poor:** More than 500 milliseconds
 
-### How to Measure FID
+### How to Measure INP
 
 **Using Databuddy:**
 <CodeBlock 
   language="javascript"
-  code={`// Databuddy tracks FID automatically
+  code={`// Databuddy tracks INP when Web Vitals are enabled
   databuddy.track('core_web_vital', {
-    metric: 'FID',
-    value: fidValue,
+    metric: 'INP',
+    value: inpValue,
     eventType: eventType
   });`}
 />
@@ -129,15 +129,14 @@ FID measures the time from when a user first interacts with your page (clicks a
 **Using JavaScript:**
 <CodeBlock 
   language="javascript"
-  code={`new PerformanceObserver((entryList) => {
-    for (const entry of entryList.getEntries()) {
-      const FID = entry.processingStart - entry.startTime;
-      console.log('FID:', FID);
-    }
-  }).observe({entryTypes: ['first-input']});`}
+  code={`import { onINP } from 'web-vitals';
+
+  onINP((metric) => {
+    console.log('INP:', metric.value);
+  });`}
 />
 
-### FID Optimization Strategies
+### INP Optimization Strategies
 
 #### 1. Reduce JavaScript Execution Time
 ```javascript
@@ -279,7 +278,7 @@ Since June 2021, Core Web Vitals are official Google ranking factors:
 // Track Core Web Vitals impact on SEO
 databuddy.track('seo_performance', {
   lcp: lcpValue,
-  fid: fidValue,
+  inp: inpValue,
   cls: clsValue,
   searchRanking: currentRanking,
   organicTraffic: trafficData
@@ -296,8 +295,7 @@ Monitor actual user experiences:
 // Screen views are tracked automatically
 <Databuddy
   clientId="your-client-id"
-  trackPerformance // Enables Core Web Vitals tracking
-  trackWebVitals
+  trackWebVitals // Enables Core Web Vitals tracking
   trackErrors
 />
 ```
@@ -348,7 +346,7 @@ jobs:
 Many analytics tools negatively impact Core Web Vitals:
 
 - **Large script sizes** - Increase LCP
-- **Blocking JavaScript** - Worsen FID
+- **Blocking JavaScript** - Worsen INP
 - **Dynamic content injection** - Cause CLS
 - **Third-party requests** - Slow loading
 
@@ -364,7 +362,7 @@ Many analytics tools negatively impact Core Web Vitals:
 ```
 
 **Performance Benefits:**
-- **Under 30 KB minified** - Full-featured script size
+- **About 10 KB gzipped** - Current tracker bundle size
 - **Async loading** - No render blocking
 - **Edge CDN** - Fast global delivery
 - **No layout shifts** - Stable tracking
@@ -380,7 +378,7 @@ Many analytics tools negatively impact Core Web Vitals:
 - [ ] Remove render-blocking resources
 - [ ] Use a CDN for static assets
 
-### FID Optimization
+### INP Optimization
 - [ ] Minimize JavaScript execution time
 - [ ] Implement code splitting
 - [ ] Use Web Workers for heavy tasks
@@ -409,7 +407,7 @@ Many analytics tools negatively impact Core Web Vitals:
 </picture>
 ```
 
-### Issue 2: Third-Party Scripts Blocking FID
+### Issue 2: Third-Party Scripts Hurting INP
 **Problem:** Synchronous third-party scripts
 **Solution:**
 ```html
@@ -488,7 +486,7 @@ if ('IntersectionObserver' in window) {
 ### Key Performance Indicators
 Track these metrics to measure Core Web Vitals improvement:
 
-- **Core Web Vitals scores** - LCP, FID, CLS values
+- **Core Web Vitals scores** - LCP, INP, CLS values
 - **Search rankings** - Position changes for target keywords
 - **Organic traffic** - Search engine traffic growth
 - **User engagement** - Bounce rate, time on page
@@ -500,8 +498,8 @@ Track these metrics to measure Core Web Vitals improvement:
 databuddy.track('performance_improvement', {
   beforeLCP: 3.2,
   afterLCP: 2.1,
-  beforeFID: 150,
-  afterFID: 80,
+  beforeINP: 320,
+  afterINP: 180,
   beforeCLS: 0.25,
   afterCLS: 0.08,
   trafficIncrease: '15%',
@@ -523,4 +521,4 @@ Ready to optimize your Core Web Vitals? Databuddy provides built-in performance
 
 [Start monitoring your Core Web Vitals →](https://app.databuddy.cc/register)
 
----
\ No newline at end of file
+---
diff --git a/apps/docs/content/docs/sdk/configuration.mdx b/apps/docs/content/docs/sdk/configuration.mdx
index 54700f56e..4a75df94e 100644
--- a/apps/docs/content/docs/sdk/configuration.mdx
+++ b/apps/docs/content/docs/sdk/configuration.mdx
@@ -21,7 +21,6 @@ This page documents all configuration options across the Databuddy SDK platforms
   scriptUrl="https://cdn.databuddy.cc/databuddy.js"
   
   // Core tracking
-  trackPerformance        // default: true
   trackWebVitals          // default: false
   trackErrors             // default: false
   trackOutgoingLinks      // default: false
@@ -49,7 +48,6 @@ This page documents all configuration options across the Databuddy SDK platforms
   // Control
   disabled={false}
   debug={false}
-  waitForProfile={false}
 />`}
 </CodeBlock>
 
@@ -67,8 +65,7 @@ This page documents all configuration options across the Databuddy SDK platforms
 
 | Prop | Type | Default | Description |
 |------|------|---------|-------------|
-| `trackPerformance` | `boolean` | `true` | Page load times and navigation |
-| `trackWebVitals` | `boolean` | `false` | Core Web Vitals (LCP, FID, CLS, TTFB) |
+| `trackWebVitals` | `boolean` | `false` | Core Web Vitals (LCP, INP, CLS, TTFB) |
 | `trackErrors` | `boolean` | `false` | JavaScript errors |
 | `trackOutgoingLinks` | `boolean` | `false` | External link clicks |
 | `trackInteractions` | `boolean` | `false` | Button clicks and form submissions |
@@ -142,8 +139,7 @@ Vue uses the same props as React but with kebab-case naming:
 | Attribute | Type | Default | Description |
 |-----------|------|---------|-------------|
 | `data-client-id` | `string` | Required | Your client ID |
-| `data-track-performance` | flag | `true` | Track page performance |
-| `data-track-web-vitals` | flag | `false` | Track Core Web Vitals |
+| `data-track-web-vitals` | flag | `false` | Track page performance and Core Web Vitals |
 | `data-track-errors` | flag | `false` | Track JavaScript errors |
 | `data-track-outgoing-links` | flag | `false` | Track external links |
 | `data-track-interactions` | flag | `false` | Track interactions |
diff --git a/apps/docs/content/docs/sdk/nuxt.mdx b/apps/docs/content/docs/sdk/nuxt.mdx
index d4422afbd..f67ac673d 100644
--- a/apps/docs/content/docs/sdk/nuxt.mdx
+++ b/apps/docs/content/docs/sdk/nuxt.mdx
@@ -153,7 +153,6 @@ All options are passed under the `databuddy` key in `nuxt.config.ts`:
 | `trackOutgoingLinks` | `boolean` | `false` | Clicks on external links |
 | `trackInteractions` | `boolean` | `false` | Button clicks and form submissions |
 | `trackAttributes` | `boolean` | `false` | Elements with `data-track` attribute |
-| `trackPerformance` | `boolean` | `true` | Page load timing |
 | `maskPatterns` | `string[]` | `[]` | Glob patterns to anonymise paths |
 | `skipPatterns` | `string[]` | `[]` | Glob patterns to skip entirely |
 | `samplingRate` | `number` | `1.0` | Event sampling rate (0.0–1.0) |
diff --git a/apps/docs/content/docs/sdk/react.mdx b/apps/docs/content/docs/sdk/react.mdx
index 2f515a0b4..9153821e3 100644
--- a/apps/docs/content/docs/sdk/react.mdx
+++ b/apps/docs/content/docs/sdk/react.mdx
@@ -56,8 +56,7 @@ The `Databuddy` component injects the tracking script and configures analytics.
 
 | Prop | Default | Description |
 |------|---------|-------------|
-| `trackPerformance` | `true` | Page load times and navigation timing |
-| `trackWebVitals` | `false` | Core Web Vitals (LCP, FID, CLS, TTFB) |
+| `trackWebVitals` | `false` | Core Web Vitals (LCP, INP, CLS, TTFB) |
 | `trackErrors` | `false` | JavaScript errors and unhandled rejections |
 | `trackOutgoingLinks` | `false` | Clicks on external links |
 | `trackInteractions` | `false` | Button clicks and form submissions |
diff --git a/apps/docs/content/docs/sdk/vanilla-js.mdx b/apps/docs/content/docs/sdk/vanilla-js.mdx
index c9b1fdb9a..041b126e9 100644
--- a/apps/docs/content/docs/sdk/vanilla-js.mdx
+++ b/apps/docs/content/docs/sdk/vanilla-js.mdx
@@ -8,7 +8,7 @@ import { Callout, Card, Cards, CodeBlock } from "@/components/docs";
 The Databuddy script can be used directly in vanilla JavaScript projects without any framework dependencies. This is perfect for static sites, traditional HTML pages, or any environment where you want minimal overhead.
 
 <Callout type="info">
-  **CDN**: `https://cdn.databuddy.cc/databuddy.js` | **Size**: under 30 KB minified
+  **CDN**: `https://cdn.databuddy.cc/databuddy.js` | **Current size**: about 32 KB minified / 10 KB gzip
 </Callout>
 
 ## Quick Setup
@@ -33,7 +33,7 @@ Configure the tracker using data attributes on the script tag:
   {`<script
   src="https://cdn.databuddy.cc/databuddy.js"
   data-client-id="your-client-id"
-  data-track-performance
+  data-track-web-vitals
   data-track-errors
   data-enable-batching
   data-batch-size="20"
@@ -49,8 +49,7 @@ Configure the tracker using data attributes on the script tag:
 | `data-track-attributes` | `false` | Track data-track attributes |
 | `data-track-outgoing-links` | `false` | Track clicks on external links |
 | `data-track-interactions` | `false` | Track button clicks and form submissions |
-| `data-track-performance` | `true` | Include performance metrics |
-| `data-track-web-vitals` | `false` | Track Core Web Vitals |
+| `data-track-web-vitals` | `false` | Track page performance and Core Web Vitals |
 | `data-track-errors` | `false` | Track JavaScript errors |
 | `data-enable-batching` | `true` | Batch events before sending |
 | `data-batch-size` | `10` | Events per batch when batching enabled |
@@ -304,7 +303,7 @@ Opt-out is stored in localStorage and persists across sessions.
   <script
     src="https://cdn.databuddy.cc/databuddy.js"
     data-client-id="your-client-id"
-    data-track-performance
+    data-track-web-vitals
     data-track-errors
     data-enable-batching
     async
@@ -342,7 +341,7 @@ Use the official CDN URL for best performance:
   {`https://cdn.databuddy.cc/databuddy.js`}
 </CodeBlock>
 
-The script is automatically minified and gzipped for optimal performance (under 30 KB minified).
+The script is automatically minified and served compressed. The current bundle is about 32 KB minified and 10 KB gzip; check release notes for future size changes.
 
 ## Related
 
diff --git a/apps/docs/content/docs/sdk/vue.mdx b/apps/docs/content/docs/sdk/vue.mdx
index 401cdb56b..30fa67329 100644
--- a/apps/docs/content/docs/sdk/vue.mdx
+++ b/apps/docs/content/docs/sdk/vue.mdx
@@ -58,8 +58,7 @@ The `Databuddy` component injects the tracking script and configures analytics.
 
 | Prop | Default | Description |
 |------|---------|-------------|
-| `track-performance` | `true` | Page load times and navigation timing |
-| `track-web-vitals` | `false` | Core Web Vitals (LCP, FID, CLS, TTFB) |
+| `track-web-vitals` | `false` | Core Web Vitals (LCP, INP, CLS, TTFB) |
 | `track-errors` | `false` | JavaScript errors and unhandled rejections |
 | `track-outgoing-links` | `false` | Clicks on external links |
 | `track-interactions` | `false` | Button clicks and form submissions |
diff --git a/apps/docs/content/docs/security.mdx b/apps/docs/content/docs/security.mdx
index 625bde844..c2dd14430 100644
--- a/apps/docs/content/docs/security.mdx
+++ b/apps/docs/content/docs/security.mdx
@@ -72,7 +72,7 @@ Databuddy is **compliant by default** - no consent banners or cookie notices req
         {/* No consent needed - privacy-first by design */}
         <Databuddy
           clientId="your-client-id"
-          trackPerformance
+          trackWebVitals
         />
 
         {/* No cookie banner needed! */}
@@ -101,7 +101,6 @@ Databuddy is **compliant by default** - no consent banners or cookie notices req
     clientId="your-client-id"
     // Basic page tracking (automatic)
     // Disable everything else
-    trackPerformance={false}
     trackWebVitals={false}
     trackOutgoingLinks={false}
     trackErrors={false}
@@ -119,7 +118,6 @@ Databuddy is **compliant by default** - no consent banners or cookie notices req
     clientId="your-client-id"
     disabled={!isProd} // No tracking in development
     // Production-only features
-    trackPerformance={isProd}
     trackWebVitals={isProd}
   />;`}
 />
@@ -356,7 +354,7 @@ Since Databuddy only collects anonymous data, users don't need to request data d
   <Databuddy
     clientId="your-client-id"
     // Screen views are tracked automatically
-    trackPerformance={privacySettings.allowPerformance}
+    trackWebVitals={privacySettings.allowPerformance}
     trackErrors={privacySettings.allowErrors}
   />`}
 />
diff --git a/apps/docs/lib/comparison-config.ts b/apps/docs/lib/comparison-config.ts
index 941b6a6d6..650993c06 100644
--- a/apps/docs/lib/comparison-config.ts
+++ b/apps/docs/lib/comparison-config.ts
@@ -71,7 +71,7 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs Google Analytics",
 			description:
-				"GA4 is powerful. It's also 45KB of tracking script, a cookie consent requirement, and dozens of configuration steps between you and usable data. Databuddy is 3KB, no banners, and tracking in five minutes.",
+				"GA4 is powerful, but it can take time to configure. Databuddy uses an asynchronous tracker of about 10 KB gzip and is designed to start showing data within minutes.",
 			cta: "Switch to privacy-first analytics",
 		},
 		seo: {
@@ -85,7 +85,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: true,
 				competitor: false,
 				benefit:
-					"No consent banners - many EU sites lose 30–40% of visits to consent friction; cookieless keeps that traffic",
+					"Avoid analytics-specific consent friction when your configuration and jurisdiction allow cookieless measurement",
 				category: "privacy",
 			},
 			{
@@ -138,7 +138,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: true,
 				competitor: false,
 				benefit:
-					"3KB vs 45KB+ (gtag + GTM) - lighter JS and better Core Web Vitals",
+					"About 10 KB gzip for the current Databuddy tracker; measure both tools on your own site",
 				category: "performance",
 			},
 			{
@@ -215,14 +215,14 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is there a free Google Analytics alternative?",
 				answer:
-					"Yes. Databuddy's free plan includes up to 10,000 pageviews/month with all features - AI insights, custom events, real-time analytics - with no hidden costs like BigQuery or consent platform fees.",
+					"Yes. Databuddy's free plan includes 10,000 events per month, core analytics, Web Vitals, one funnel, two goals, and up to three feature flags. Some capabilities, including error tracking, require a paid plan.",
 			},
 		],
 		pricingTiers: [
 			{
 				pageviews: "Up to 10K",
 				competitor: "Free (with sampling, 14-mo retention)",
-				databuddy: "Free (all features)",
+				databuddy: "Free (core analytics)",
 			},
 			{
 				pageviews: "Consent platform",
@@ -248,7 +248,7 @@ export const competitors: Record<string, ComparisonData> = {
 		migrationSection: {
 			heading: "Switch from GA4 to Databuddy in under 10 minutes",
 			steps: [
-				"Add one async script tag (~3KB)",
+				"Add one asynchronous script tag (about 10 KB gzip)",
 				"No GTM configuration required",
 				"Page views and events flow automatically - no Enhanced Measurement setup",
 				"GDPR-friendly by default - you can remove your analytics consent banner",
@@ -274,7 +274,7 @@ export const competitors: Record<string, ComparisonData> = {
 			title: "Databuddy vs Plausible",
 			description:
 				"Plausible shows you the numbers. Databuddy tells you what they mean. Same privacy values, dramatically more signal - with AI insights, product analytics, and a free plan.",
-			cta: "Everything Plausible does, free - plus AI",
+			cta: "Compare analytics capabilities",
 		},
 		seo: {
 			title: "Databuddy vs Plausible: Complete Analytics Comparison 2026",
@@ -307,7 +307,7 @@ export const competitors: Record<string, ComparisonData> = {
 				name: "Free plan forever",
 				databuddy: true,
 				competitor: false,
-				benefit: "10K pageviews at $0/mo - Plausible starts at $9/mo",
+				benefit: "10K analytics events are included on Databuddy's free plan",
 				category: "pricing",
 			},
 			{
@@ -392,7 +392,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is Plausible Analytics free?",
 				answer:
-					"No. Plausible starts at $9/month for 10K pageviews with a 30-day trial. Databuddy has a free forever plan with up to 10,000 pageviews/month and all features included.",
+					"Databuddy has a free plan with 10,000 analytics events per month and a defined set of included capabilities. Check Plausible's current pricing page for its latest allowance and trial terms.",
 			},
 			{
 				question: "Does Plausible have AI analytics?",
@@ -412,7 +412,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Can I switch from Plausible to Databuddy?",
 				answer:
-					"Yes. Add the 3KB Databuddy script to your site and start tracking immediately. No migration needed - you'll see data from the first visit.",
+					"Yes. Add the asynchronous Databuddy tracker alongside Plausible and compare results before removing either tool. The current Databuddy bundle is about 10 KB gzip.",
 			},
 		],
 		pricingTiers: [
@@ -523,7 +523,7 @@ export const competitors: Record<string, ComparisonData> = {
 				name: "Free tier included",
 				databuddy: true,
 				competitor: false,
-				benefit: "10K pageviews at $0/mo - Fathom minimum is $15/mo",
+				benefit: "10K analytics events are included on Databuddy's free plan",
 				category: "pricing",
 			},
 			{
@@ -604,7 +604,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is Fathom cheaper than Databuddy?",
 				answer:
-					"No. Fathom starts at $15/month with no free plan. Databuddy is free for up to 10,000 pageviews/month with all features included.",
+					"Databuddy has a free plan with 10,000 analytics events per month and a defined set of included capabilities. Check Fathom's current pricing page for its latest terms.",
 			},
 			{
 				question: "Can I self-host Fathom Analytics?",
@@ -689,10 +689,11 @@ export const competitors: Record<string, ComparisonData> = {
 				category: "features",
 			},
 			{
-				name: "Lightweight script (3KB)",
+				name: "Lightweight asynchronous tracker",
 				databuddy: true,
 				competitor: false,
-				benefit: "3KB vs 52KB+ - better Core Web Vitals",
+				benefit:
+					"Databuddy's current tracker is about 10 KB gzip; measure production impact on your site",
 				category: "performance",
 			},
 			{
@@ -791,7 +792,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is PostHog free?",
 				answer:
-					"PostHog has a free tier, but costs scale quickly with usage. The median annual contract is ~$54,000/year according to Vendr data. Databuddy's free plan includes 10K pageviews with all features.",
+					"Databuddy's free plan includes 10,000 analytics events per month with core analytics and limited feature flags. Check PostHog's current pricing page for its latest event allowances and product limits.",
 			},
 			{
 				question: "Is PostHog overkill for most teams?",
@@ -811,14 +812,14 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Why choose Databuddy over PostHog?",
 				answer:
-					"If you need fast, lightweight, privacy-first analytics with AI insights and don't need session replay or A/B testing, Databuddy is the leaner choice - 3KB script vs 52KB+, simpler pricing, and GDPR compliant by default.",
+					"If you need lightweight analytics and AI-assisted analysis without session replay or A/B testing, Databuddy offers a narrower product surface and a tracker of about 10 KB gzip.",
 			},
 		],
 		pricingTiers: [
 			{
 				pageviews: "Free tier",
 				competitor: "1M events/mo (then $0.00031/event)",
-				databuddy: "10K pageviews/mo (all features)",
+				databuddy: "10K events/mo (core analytics)",
 			},
 			{
 				pageviews: "Session replay",
@@ -898,10 +899,10 @@ export const competitors: Record<string, ComparisonData> = {
 				category: "features",
 			},
 			{
-				name: "AI email reports",
+				name: "Scheduled Slack findings",
 				databuddy: true,
 				competitor: false,
-				benefit: "Auto-generated insights delivered to your inbox",
+				benefit: "New findings sent to your Slack channels",
 				category: "features",
 			},
 			{
@@ -965,12 +966,12 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is Umami free?",
 				answer:
-					"Umami is free to self-host (MIT license). Umami Cloud offers 10K events free, then starts at $9/month. Databuddy's free plan includes 10K pageviews with all features including AI insights.",
+					"Databuddy's free plan includes 10,000 analytics events per month, core analytics, and a small Databunny analysis allowance. Check Umami's current pricing page for its latest cloud allowances.",
 			},
 			{
 				question: "What does Databuddy have that Umami doesn't?",
 				answer:
-					"AI-powered insights (Databunny), product analytics with user-level tracking, user identification, feature flags, uptime monitoring, custom dashboards, funnels, and AI-generated email reports.",
+					"AI-assisted analysis with Databunny, product analytics, feature flags, uptime monitoring, custom dashboards, funnels, and scheduled Slack findings.",
 			},
 			{
 				question: "Can Umami identify individual users?",
@@ -992,7 +993,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				pageviews: "Cloud (10K events)",
 				competitor: "Free",
-				databuddy: "Free (all features)",
+				databuddy: "Free (core analytics)",
 			},
 			{
 				pageviews: "Cloud (100K events)",
@@ -1133,7 +1134,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is Mixpanel free?",
 				answer:
-					"Mixpanel has a limited free tier (20M events/month) but critical features like group analytics and data pipelines require paid plans starting at ~$24/month. Databuddy's free plan includes 10K pageviews with all features.",
+					"Databuddy's free plan includes 10,000 analytics events per month with core analytics. Check Mixpanel's current pricing page for its latest event allowance and feature limits.",
 			},
 			{
 				question: "Do I need a data team for Mixpanel?",
@@ -1160,7 +1161,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				pageviews: "Free tier",
 				competitor: "20M events (limited features)",
-				databuddy: "10K pageviews (all features)",
+				databuddy: "10K events (core analytics)",
 			},
 			{
 				pageviews: "Growth plan",
@@ -1314,12 +1315,12 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is Amplitude free?",
 				answer:
-					"Amplitude has a free Starter plan with limited features and 50K MTUs. The Plus plan starts at $49/month, and Growth/Enterprise require custom pricing. Databuddy is free for up to 10K pageviews with all features.",
+					"Databuddy's free plan includes 10,000 analytics events per month with core analytics. Check Amplitude's current pricing page for its latest usage model and feature limits.",
 			},
 			{
 				question: "Do I need a data team for Amplitude?",
 				answer:
-					"Most teams that get real value from Amplitude have dedicated analysts or data engineers. Databuddy's AI agent (Databunny) replaces that need - ask questions in plain English, get instant answers.",
+					"Databunny helps non-specialists ask analytics questions in plain English. Complex decisions can still require an analyst to validate definitions and conclusions.",
 			},
 			{
 				question: "Is Amplitude overkill for startups?",
@@ -1336,7 +1337,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				pageviews: "Free tier",
 				competitor: "Starter (limited, 50K MTUs)",
-				databuddy: "Free (all features, 10K pageviews)",
+				databuddy: "Free (core analytics, 10K events)",
 			},
 			{
 				pageviews: "Paid plan",
@@ -1421,10 +1422,10 @@ export const competitors: Record<string, ComparisonData> = {
 				category: "features",
 			},
 			{
-				name: "AI email reports",
+				name: "Scheduled Slack findings",
 				databuddy: true,
 				competitor: false,
-				benefit: "Auto-generated insights delivered to your inbox",
+				benefit: "New findings sent to your Slack channels",
 				category: "features",
 			},
 			{
@@ -1438,7 +1439,8 @@ export const competitors: Record<string, ComparisonData> = {
 				name: "Lightweight script",
 				databuddy: true,
 				competitor: true,
-				benefit: "Databuddy: 3KB / Rybbit: ~9KB - both fast",
+				benefit:
+					"Databuddy's current tracker is about 10 KB gzip; compare current builds directly",
 				category: "performance",
 			},
 			{
@@ -1491,7 +1493,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is Rybbit free?",
 				answer:
-					"Rybbit is free to self-host. Their managed cloud is still early. Databuddy offers both a free managed cloud plan (10K pageviews) and self-hosting.",
+					"Databuddy offers a managed free plan with 10,000 analytics events per month as well as a self-hosting option. Check Rybbit's current site for its hosted offering.",
 			},
 			{
 				question: "Which has better privacy?",
@@ -1508,7 +1510,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				pageviews: "Managed cloud",
 				competitor: "Early / limited",
-				databuddy: "Free (10K pageviews)",
+				databuddy: "Free (10K events)",
 			},
 			{
 				pageviews: "AI insights",
@@ -1659,7 +1661,8 @@ export const competitors: Record<string, ComparisonData> = {
 				name: "Lightweight script",
 				databuddy: true,
 				competitor: true,
-				benefit: "Both are lightweight. Databuddy: 3KB, Vercel Analytics: ~1KB",
+				benefit:
+					"Both are designed to be lightweight; Databuddy's current tracker is about 10 KB gzip",
 				category: "performance",
 			},
 		],
@@ -1672,7 +1675,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is Vercel Analytics free?",
 				answer:
-					"Vercel includes basic analytics on all plans, but the free tier is limited. Higher volume and features require Vercel Pro ($20/mo per user) or Enterprise. Databuddy is free for up to 10K pageviews with all features, on any host.",
+					"Databuddy's free plan includes 10,000 analytics events per month with core analytics and works across hosting providers. Check Vercel's current pricing page for its latest Analytics allowance.",
 			},
 			{
 				question: "Can I use Databuddy with Next.js?",
@@ -1694,7 +1697,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				pageviews: "Basic analytics",
 				competitor: "Included with Vercel plan",
-				databuddy: "Free (10K pageviews, all features)",
+				databuddy: "Free (10K events, core analytics)",
 			},
 			{
 				pageviews: "Vercel Pro (required for teams)",
@@ -1758,10 +1761,11 @@ export const competitors: Record<string, ComparisonData> = {
 				category: "features",
 			},
 			{
-				name: "Lightweight script (3KB)",
+				name: "Lightweight asynchronous tracker",
 				databuddy: true,
 				competitor: false,
-				benefit: "3KB async vs Matomo's heavier PHP-generated tracking",
+				benefit:
+					"Databuddy's current tracker is about 10 KB gzip and loads asynchronously",
 				category: "performance",
 			},
 			{
@@ -1853,7 +1857,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is Matomo free?",
 				answer:
-					"Matomo On-Premise is free to self-host, but requires PHP, MySQL, and server maintenance. Matomo Cloud starts at ~€19/month. Premium plugins (heatmaps, session recordings, A/B testing) cost extra. Databuddy is free for up to 10K pageviews with all features.",
+					"Databuddy's free plan includes 10,000 analytics events per month with core analytics. Matomo's hosted and self-hosted requirements differ, so check its current pricing and plugin pages before comparing total cost.",
 			},
 			{
 				question: "Is Matomo's UI outdated?",
@@ -1885,7 +1889,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				pageviews: "Cloud hosting",
 				competitor: "~€19/mo",
-				databuddy: "Free (10K pageviews)",
+				databuddy: "Free (10K events)",
 			},
 			{
 				pageviews: "Heatmaps plugin",
diff --git a/apps/docs/lib/home-seo.ts b/apps/docs/lib/home-seo.ts
index ba332ecff..f4e5b5125 100644
--- a/apps/docs/lib/home-seo.ts
+++ b/apps/docs/lib/home-seo.ts
@@ -1,10 +1,9 @@
 import { SITE_URL } from "@/app/util/constants";
 
 export const homePageSeo = {
-	title:
-		"Lightweight Analytics for Developers - One Script, Six Tools, Under 30 KB",
+	title: "Lightweight Analytics for Developers - One Connected Platform",
 	description:
-		"Analytics, error tracking, web vitals, feature flags, and AI insights in one script under 30 KB. No cookies, GDPR compliant. Free for small projects. Open-source Google Analytics alternative for developers.",
+		"Analytics, error tracking, web vitals, feature flags, and AI insights in one connected platform. No cookies, GDPR compliant. Free for small projects. Open-source Google Analytics alternative for developers.",
 	url: SITE_URL,
 } as const;
 
@@ -15,14 +14,14 @@ export interface LandingFaqItem {
 
 export const homeFaqItems: LandingFaqItem[] = [
 	{
-		question: "What do you mean by six tools in one script?",
+		question: "What does the Databuddy platform include?",
 		answer:
-			"Most teams pay for separate analytics, error tracking, web vitals monitoring, feature flags, link shortening, and AI insight tools. Databuddy combines all six into one connected system - one script, one dashboard, one bill. You see the full picture without switching tabs.",
+			"Databuddy connects analytics, error tracking, web vitals monitoring, feature flags, short links, and AI analysis in one platform. A lightweight browser script collects analytics data; the other capabilities are managed from the same dashboard.",
 	},
 	{
 		question: "How is Databuddy different from Google Analytics?",
 		answer:
-			"Databuddy loads a single script under 30 KB (GA4 is 45 KB+), uses no cookies, and is GDPR compliant by default. It also includes error tracking, Core Web Vitals monitoring, funnels, and feature flags - capabilities that require separate tools with GA.",
+			"Databuddy uses a lightweight asynchronous tracker, uses no cookies, and is GDPR compliant by default. It also connects error tracking, Core Web Vitals monitoring, funnels, and feature flags in the same platform.",
 	},
 	{
 		question: "Do I need cookie consent banners?",
@@ -32,7 +31,7 @@ export const homeFaqItems: LandingFaqItem[] = [
 	{
 		question: "What is included in the free plan?",
 		answer:
-			"The free plan includes up to 10,000 monthly events, real-time analytics, error tracking, Core Web Vitals, and basic feature flags. No credit card required. Enough for most side projects and small sites.",
+			"The free plan includes 10,000 monthly events, real-time analytics, Core Web Vitals, one funnel, two goals, and up to three feature flags. Error tracking starts on Hobby. No credit card is required.",
 	},
 	{
 		question: "How long does setup take?",
@@ -42,17 +41,17 @@ export const homeFaqItems: LandingFaqItem[] = [
 	{
 		question: "Can I migrate from Google Analytics, PostHog, or Plausible?",
 		answer:
-			"Yes. You don't need to rip anything out. Add Databuddy alongside your current tool, compare data for as long as you need, and remove the old script when you're ready. Most teams switch fully within a week.",
+			"Yes. Add Databuddy alongside your current tool, compare the data for as long as you need, and remove the old script when you are satisfied with the results.",
 	},
 	{
 		question: "What happens if I outgrow the free plan?",
 		answer:
-			"You get a heads-up before you hit any limit. Upgrading takes one click, and your data is never lost or paused. Overage pricing is tiered - the more you use, the cheaper each event gets.",
+			"The dashboard can warn you as usage approaches your allowance. Free-plan ingestion pauses after 10,000 monthly events. Hobby and Pro can continue with tiered event overage unless you set a hard billing limit.",
 	},
 	{
 		question: "Will the script slow down my site?",
 		answer:
-			"No. The tracking script is under 3 KB gzipped and loads asynchronously. It has zero impact on your Core Web Vitals. For comparison, Google Analytics is 45 KB+ and blocks rendering.",
+			"The tracker is about 10 KB gzipped and loads asynchronously. Its effect depends on your site and configuration, so measure it in your own performance budget instead of assuming any script has zero impact.",
 	},
 	{
 		question: "Is my data safe? Can I self-host?",
diff --git a/apps/docs/lib/pricing-copy.test.ts b/apps/docs/lib/pricing-copy.test.ts
new file mode 100644
index 000000000..2cea64870
--- /dev/null
+++ b/apps/docs/lib/pricing-copy.test.ts
@@ -0,0 +1,42 @@
+import { readFile } from "node:fs/promises";
+import { join } from "node:path";
+import { describe, expect, it } from "bun:test";
+import { RAW_PLANS } from "@/app/(home)/pricing/data";
+
+function included(
+	planId: string,
+	featureId: string,
+	interval: "day" | "month"
+): number | "inf" | undefined {
+	const plan = RAW_PLANS.find((candidate) => candidate.id === planId);
+	const item = plan?.items.find(
+		(candidate) =>
+			(candidate.type === "feature" || candidate.type === "priced_feature") &&
+			candidate.feature_id === featureId &&
+			candidate.interval === interval
+	);
+	return item?.type === "feature" || item?.type === "priced_feature"
+		? item.included_usage
+		: undefined;
+}
+
+describe("public pricing copy", () => {
+	it("stays aligned with the pricing data used by the page and API", async () => {
+		const markdown = await readFile(
+			join(import.meta.dir, "..", "public", "pricing.md"),
+			"utf8"
+		);
+
+		for (const planId of ["free", "hobby", "pro"] as const) {
+			expect(markdown).toContain(
+				included(planId, "events", "month")?.toLocaleString() ?? ""
+			);
+			expect(markdown).toContain(
+				`${included(planId, "agent_credits", "month")?.toLocaleString()} / month`
+			);
+		}
+
+		expect(markdown).not.toContain("Assistant messages");
+		expect(markdown).not.toContain("Agent credits");
+	});
+});
diff --git a/apps/docs/lib/public-copy-contract.test.ts b/apps/docs/lib/public-copy-contract.test.ts
new file mode 100644
index 000000000..580f992fd
--- /dev/null
+++ b/apps/docs/lib/public-copy-contract.test.ts
@@ -0,0 +1,50 @@
+import { readFile } from "node:fs/promises";
+import { gzipSync } from "node:zlib";
+import { join } from "node:path";
+import { describe, expect, it } from "bun:test";
+import { competitors } from "./comparison-config";
+import { homeFaqItems } from "./home-seo";
+
+describe("public copy contracts", () => {
+	it("does not recommend deprecated or nonexistent browser tracking options", async () => {
+		const docsRoot = join(import.meta.dir, "..", "content", "docs");
+		const glob = new Bun.Glob("**/*.mdx");
+		const files: string[] = [];
+		for await (const path of glob.scan({ cwd: docsRoot, onlyFiles: true })) {
+			files.push(await readFile(join(docsRoot, path), "utf8"));
+		}
+		files.push(
+			await readFile(join(import.meta.dir, "..", "app", "skill.md", "route.ts"), "utf8")
+		);
+		const publicDocs = files.join("\n");
+
+		expect(publicDocs).not.toContain("data-track-performance");
+		expect(publicDocs).not.toContain("data-track-screen-views");
+		expect(publicDocs).not.toContain("trackSessions=");
+	});
+
+	it("keeps the tracker-size claim aligned with the checked-in bundle", async () => {
+		const bundle = await readFile(
+			join(
+				import.meta.dir,
+				"..",
+				"..",
+				"..",
+				"packages",
+				"tracker",
+				"dist",
+				"databuddy.js"
+			)
+		);
+		const gzipKilobytes = Math.round(gzipSync(bundle).byteLength / 1024);
+		const performanceAnswer = homeFaqItems.find(
+			(item) => item.question === "Will the script slow down my site?"
+		)?.answer;
+		const comparisonCopy = JSON.stringify(competitors);
+
+		expect(performanceAnswer).toContain(`${gzipKilobytes} KB`);
+		expect(comparisonCopy).toContain(`${gzipKilobytes} KB gzip`);
+		expect(comparisonCopy).not.toContain("3KB");
+		expect(comparisonCopy).not.toContain("all features");
+	});
+});
diff --git a/apps/docs/public/pricing.md b/apps/docs/public/pricing.md
index fd0987614..a82a8231d 100644
--- a/apps/docs/public/pricing.md
+++ b/apps/docs/public/pricing.md
@@ -1,16 +1,16 @@
 # Databuddy Pricing
 
-Product analytics, web analytics, feature flags, and an in-product AI assistant. Included monthly events and assistant message quotas; pay-as-you-go event overage on paid plans.
+Product analytics, web analytics, feature flags, and Databunny AI analysis. Included monthly events and Databunny processing allowances; pay-as-you-go event overage on paid plans.
 
 Machine-readable: [JSON](https://www.databuddy.cc/api/pricing) · static [Markdown](https://www.databuddy.cc/pricing.md) · **GET `/pricing`** with `Accept: text/markdown` (see `Vary: Accept`).
 
 ## Plans
 
-| Plan | Price | Events / month (included) | Assistant messages / day | Notes |
+| Plan | Price | Events / month (included) | Databunny usage allowance | Notes |
 | --- | --- | --- | --- | --- |
-| Free | $0 | 10,000 | 5 | No paid overage — upgrade for more volume |
-| Hobby | $10/mo | 30,000 | 10 | Tiered event overage |
-| Pro | $50/mo | 1,000,000 | 75 | Tiered event overage |
+| Free | $0 | 10,000 | 10 / month | No paid overage — ingestion pauses at the monthly event allowance |
+| Hobby | $10/mo | 30,000 | 20 / month + 1 daily bonus | Tiered event overage |
+| Pro | $50/mo | 1,000,000 | 350 / month + 5 daily bonus | Tiered event overage |
 | Enterprise | Custom | Custom | Custom | Volume, security, SLAs — [pricing page](https://www.databuddy.cc/pricing) |
 
 ## Events (overage on Hobby & Pro)
@@ -32,9 +32,7 @@ Overage = events **above** the monthly included amount. Cumulative overage is ch
 
 ## Product limits
 
-Checkout **Enterprise** maps to **Scale** entitlements in-app (same column below).
-
-| | Free | Hobby | Pro | Enterprise (Scale) |
+| | Free | Hobby | Pro | Enterprise |
 | --- | --- | --- | --- | --- |
 | Funnels | 1 | 5 | 50 | Unlimited |
 | Goals | 2 | 10 | Unlimited | Unlimited |
@@ -42,24 +40,15 @@ Checkout **Enterprise** maps to **Scale** entitlements in-app (same column below
 | User tracking | Unlimited | Unlimited | Unlimited | Unlimited |
 | Web Vitals | ✓ | ✓ | ✓ | ✓ |
 | Geographic maps | ✓ | ✓ | ✓ | ✓ |
-| Retention | — | ✓ | ✓ | ✓ |
+| Retention | ✓ | ✓ | ✓ | ✓ |
 | Error tracking | — | ✓ | ✓ | ✓ |
-| AI assistant (chat) | ✓ | ✓ | ✓ | ✓ |
-| Target groups | — | 5 | 25 | Unlimited |
-| AI Agent | — | — | ✓ | ✓ |
-| Team members | 2 | 5 | 25 | Unlimited |
+| Databunny questions and analysis | ✓ | ✓ | ✓ | ✓ |
+| Target groups | Unlimited | Unlimited | Unlimited | Unlimited |
+| Team members | Unlimited | Unlimited | Unlimited | Unlimited |
 
-## AI capabilities
+## Databunny usage
 
-| | Free | Hobby | Pro | Enterprise (Scale) |
-| --- | --- | --- | --- | --- |
-| Summarization | ✓ | ✓ | ✓ | ✓ |
-| Workspace Q&A | ✓ | ✓ | ✓ | ✓ |
-| Global search | — | ✓ | ✓ | ✓ |
-| Auto insights | — | — | ✓ | ✓ |
-| Anomaly detection | — | — | ✓ | ✓ |
-| SQL tooling | — | — | ✓ | ✓ |
-| Correlation engine | — | — | — | ✓ |
+Every cloud plan includes an AI processing allowance for Databunny questions and analysis. This is not a message quota: a simple question can use less of the allowance than a deeper investigation. Hobby and Pro also receive a daily bonus that replenishes each day.
 
 ## Enterprise
 
@@ -67,10 +56,9 @@ Custom contracts for volume, compliance, onboarding, and support. Use [databuddy
 
 ## Definitions
 
-- **Event:** Pageview or custom event counted toward monthly analytics usage.
-- **Assistant message:** One user turn in the AI assistant; daily quota resets each calendar day.
+- **Event:** A pageview, custom event, captured error, or Web Vital measurement counted toward monthly analytics usage. Feature flag evaluations and uptime checks do not count.
+- **Databunny usage:** AI processing consumed by questions and analysis. It is not one unit per message; consumption depends on the work performed.
 - **Overage:** Events in a billing month above the plan’s included events.
-- **Scale vs Enterprise:** Internal tier id is **scale**; **Enterprise** on billing uses Scale limits and capabilities.
 
 ## Links
 

From 492ca048f018f9ec60b196c19dfc1e0eed45f1c6 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:07:00 +0300
Subject: [PATCH 093/129] chore(skills): record communication guardrails

---
 .agents/skills/databuddy-internal/SKILL.md | 2 ++
 1 file changed, 2 insertions(+)

diff --git a/.agents/skills/databuddy-internal/SKILL.md b/.agents/skills/databuddy-internal/SKILL.md
index fddd01d17..df85eb110 100644
--- a/.agents/skills/databuddy-internal/SKILL.md
+++ b/.agents/skills/databuddy-internal/SKILL.md
@@ -143,6 +143,7 @@ Read [codebase-map.md](./references/codebase-map.md) when you need deeper routin
 - `autumn-js` v1.2.2+ — import `autumnHandler` from `autumn-js/fetch` (NOT `autumn-js/elysia`, that export was removed in v1.0)
 - For Elysia, mount with `.mount(autumnHandler(...))` — NOT `.use()`
 - `identify` callback receives `(request: Request)` directly, not `({ request })`
+- Transactional billing email identity has three separate concepts: Autumn customer/billing owner, organization, and actual `to` recipient. Only personalize from the actual recipient record; if it is unavailable, omit the greeting rather than using the owner name. Keep `agent_credits` as an internal feature ID, but describe it to customers as Databunny usage or an AI analysis allowance and explain what it enables.
 - Webhook event types: `balances.limit_reached` (replaces old `customer.threshold_reached`), `customer.products.updated`, `balances.usage_alert_triggered`
 - `balances.limit_reached` payload is flat: `{ customer_id, feature_id, entity_id?, limit_type }` — no full customer object
 - SDK `Customer` type uses camelCase (`balances`, `subscriptions`, `overageAllowed`), but **webhook payloads are snake_case** and use old field names (`features`, `products`, `included_usage`, `overage_allowed`) — do NOT use the SDK `Customer` type for webhooks
@@ -172,6 +173,7 @@ Read [codebase-map.md](./references/codebase-map.md) when you need deeper routin
 - Public SDK/tracker visitor ID privacy is only `anonymizeVisitorIds` (`true`/omitted = anonymized, `false` = raw IDs, `"auto"` = raw only in Databuddy's conservative country allowlist).
 - Keep visitor ID privacy internals small and direct; avoid exported helper stacks or storage/hashing vocabulary for this option.
 - If the user reports missing analytics events, inspect both the producer side and `apps/basket`
+- When a retryable batch failure restores events to an in-memory queue, it must also restore an automatic retry timer with capped backoff; requeueing alone silently stalls delivery.
 
 ## Verification
 

From 1c2c6f93d0c11fb16472afb6cc6429ed45d46248 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:24:12 +0300
Subject: [PATCH 094/129] fix(alerts): preserve preferences and clarify
 failures

---
 apps/api/src/routes/webhooks/autumn.test.ts   | 45 +++++++++++++
 apps/api/src/routes/webhooks/autumn.ts        | 42 +++++++-----
 .../src/uptime-transition-alerts.test.ts      | 17 +++++
 apps/uptime/src/uptime-transition-alerts.ts   | 24 +++++--
 .../src/emails/uptime-alert-email.test.tsx    | 36 ++++++++--
 .../email/src/emails/uptime-alert-email.tsx   | 17 ++++-
 .../src/__tests__/providers/email.test.ts     | 65 +++++++++++++++++++
 .../src/__tests__/templates/uptime.test.ts    | 11 ++++
 packages/notifications/src/providers/email.ts | 33 +++++++++-
 .../notifications/src/templates/uptime.ts     |  9 ++-
 10 files changed, 267 insertions(+), 32 deletions(-)

diff --git a/apps/api/src/routes/webhooks/autumn.test.ts b/apps/api/src/routes/webhooks/autumn.test.ts
index 242fd42f7..80d86af59 100644
--- a/apps/api/src/routes/webhooks/autumn.test.ts
+++ b/apps/api/src/routes/webhooks/autumn.test.ts
@@ -278,6 +278,51 @@ describe("sendAlertEmail", () => {
 		});
 		expect(state.send).not.toHaveBeenCalled();
 	});
+
+	it("suppresses usage alerts when multiple organizations are ambiguous", async () => {
+		state.ownedOrganizations.push({
+			organizationId: "org-2",
+			organization: {
+				emailNotifications: { billing: { usageWarnings: true } },
+				id: "org-2",
+				name: "Second organization",
+			},
+		});
+
+		const result = await handleUsageAlert({
+			customer_id: "user-1",
+			feature_id: "events",
+			usage_alert: {
+				threshold: 80,
+				threshold_type: "usage_percentage",
+			},
+		});
+
+		expect(result).toEqual({
+			success: true,
+			message: "Billing usage email skipped: organization could not be resolved",
+		});
+		expect(state.check).not.toHaveBeenCalled();
+		expect(UsageAlertEmail).not.toHaveBeenCalled();
+		expect(state.send).not.toHaveBeenCalled();
+	});
+
+	it("suppresses limit alerts when the entity does not resolve", async () => {
+		const result = await handleLimitReached({
+			customer_id: "user-1",
+			entity_id: "org-missing",
+			feature_id: "events",
+			limit_type: "included",
+		});
+
+		expect(result).toEqual({
+			success: true,
+			message: "Billing usage email skipped: organization could not be resolved",
+		});
+		expect(state.check).not.toHaveBeenCalled();
+		expect(UsageLimitEmail).not.toHaveBeenCalled();
+		expect(state.send).not.toHaveBeenCalled();
+	});
 });
 
 describe("Autumn usage emails", () => {
diff --git a/apps/api/src/routes/webhooks/autumn.ts b/apps/api/src/routes/webhooks/autumn.ts
index a24de858d..af3d03ff7 100644
--- a/apps/api/src/routes/webhooks/autumn.ts
+++ b/apps/api/src/routes/webhooks/autumn.ts
@@ -354,24 +354,29 @@ export async function handleLimitReached(
 	data: LimitReachedData
 ): Promise<WebhookResult> {
 	const { customer_id, entity_id, feature_id, limit_type } = data;
-	const [recipient, organization, snapshot] = await Promise.all([
+	const organization = await resolveBillingOrganization(customer_id, entity_id);
+	if (!organization) {
+		useLogger().warn("Could not resolve billing organization", {
+			autumn: { customerId: customer_id, entityId: entity_id },
+		});
+		return {
+			success: true,
+			message:
+				"Billing usage email skipped: organization could not be resolved",
+		};
+	}
+
+	const [recipient, snapshot] = await Promise.all([
 		getBillingRecipient(customer_id),
-		resolveBillingOrganization(customer_id, entity_id),
 		getUsageSnapshot(customer_id, feature_id),
 	]);
 
 	if (
-		organization &&
 		!normalizeEmailNotificationSettings(organization.emailNotifications).billing
 			.usageWarnings
 	) {
 		return { success: true, message: "Billing usage emails disabled" };
 	}
-	if (!organization) {
-		useLogger().warn("Could not resolve billing organization", {
-			autumn: { customerId: customer_id, entityId: entity_id },
-		});
-	}
 	if (!snapshot) {
 		return { success: false, message: "Current usage is unavailable" };
 	}
@@ -410,23 +415,28 @@ export async function handleUsageAlert(
 	data: UsageAlertData
 ): Promise<WebhookResult> {
 	const { customer_id, entity_id, feature_id, usage_alert } = data;
-	const [recipient, organization, snapshot] = await Promise.all([
+	const organization = await resolveBillingOrganization(customer_id, entity_id);
+	if (!organization) {
+		useLogger().warn("Could not resolve billing organization", {
+			autumn: { customerId: customer_id, entityId: entity_id },
+		});
+		return {
+			success: true,
+			message:
+				"Billing usage email skipped: organization could not be resolved",
+		};
+	}
+
+	const [recipient, snapshot] = await Promise.all([
 		getBillingRecipient(customer_id),
-		resolveBillingOrganization(customer_id, entity_id),
 		getUsageSnapshot(customer_id, feature_id),
 	]);
 	if (
-		organization &&
 		!normalizeEmailNotificationSettings(organization.emailNotifications).billing
 			.usageWarnings
 	) {
 		return { success: true, message: "Billing usage emails disabled" };
 	}
-	if (!organization) {
-		useLogger().warn("Could not resolve billing organization", {
-			autumn: { customerId: customer_id, entityId: entity_id },
-		});
-	}
 	if (!snapshot) {
 		return { success: false, message: "Current usage is unavailable" };
 	}
diff --git a/apps/uptime/src/uptime-transition-alerts.test.ts b/apps/uptime/src/uptime-transition-alerts.test.ts
index 627fcf46b..1e2f4ab61 100644
--- a/apps/uptime/src/uptime-transition-alerts.test.ts
+++ b/apps/uptime/src/uptime-transition-alerts.test.ts
@@ -4,6 +4,7 @@ import {
 	buildTransitionNotificationPayload,
 	countFiredAlarms,
 	resolveTransitionKind,
+	resolveUptimeEmailPreference,
 	shouldReleaseTransitionClaim,
 } from "./uptime-transition-alerts";
 import type { UptimeData } from "./types";
@@ -173,6 +174,22 @@ describe("shouldReleaseTransitionClaim", () => {
 	});
 });
 
+describe("resolveUptimeEmailPreference", () => {
+	test("keeps a settings lookup failure distinct so the claim can be released", () => {
+		expect(resolveUptimeEmailPreference(null, "down")).toBeNull();
+		expect(resolveUptimeEmailPreference(null, "recovered")).toBeNull();
+	});
+
+	test("returns the configured preference when settings load successfully", () => {
+		const settings = {
+			uptime: { downEmails: false, recoveryEmails: true },
+		};
+
+		expect(resolveUptimeEmailPreference(settings, "down")).toBe(false);
+		expect(resolveUptimeEmailPreference(settings, "recovered")).toBe(true);
+	});
+});
+
 describe("buildTransitionNotificationPayload", () => {
 	test("describes a failed check without declaring the whole site down", () => {
 		const payload = buildTransitionNotificationPayload({
diff --git a/apps/uptime/src/uptime-transition-alerts.ts b/apps/uptime/src/uptime-transition-alerts.ts
index 00bcf47ba..40f0deb9e 100644
--- a/apps/uptime/src/uptime-transition-alerts.ts
+++ b/apps/uptime/src/uptime-transition-alerts.ts
@@ -90,6 +90,20 @@ export function shouldReleaseTransitionClaim(
 	return sendableAlarmCount > 0 && firedAlarmCount === 0;
 }
 
+export function resolveUptimeEmailPreference(
+	settings: {
+		uptime: { downEmails: boolean; recoveryEmails: boolean };
+	} | null,
+	kind: "down" | "recovered"
+): boolean | null {
+	if (settings === null) {
+		return null;
+	}
+	return kind === "down"
+		? settings.uptime.downEmails
+		: settings.uptime.recoveryEmails;
+}
+
 function buildSiteLabel(schedule: ScheduleData): string {
 	const w = schedule.website;
 	if (w?.name) {
@@ -433,11 +447,11 @@ const handleTransition = (options: {
 				return Effect.succeed(null);
 			})
 		);
-		const emailsEnabled =
-			emailSettings !== null &&
-			(kind === "down"
-				? emailSettings.uptime.downEmails
-				: emailSettings.uptime.recoveryEmails);
+		const emailsEnabled = resolveUptimeEmailPreference(emailSettings, kind);
+		if (emailsEnabled === null) {
+			yield* releaseClaim;
+			return { alarms_fired: 0, transition_kind: kind };
+		}
 
 		const siteLabel = buildSiteLabel(options.schedule);
 		const dashboardUrl = `${config.urls.dashboard}/monitors/${options.schedule.id}`;
diff --git a/packages/email/src/emails/uptime-alert-email.test.tsx b/packages/email/src/emails/uptime-alert-email.test.tsx
index 048beba47..cb362f7f7 100644
--- a/packages/email/src/emails/uptime-alert-email.test.tsx
+++ b/packages/email/src/emails/uptime-alert-email.test.tsx
@@ -9,6 +9,10 @@ function render(props: Props): Promise<string> {
 	return renderEmail(UptimeAlertEmail(props));
 }
 
+function renderText(props: Props): Promise<string> {
+	return renderEmail(UptimeAlertEmail(props), { plainText: true });
+}
+
 const SAFE_HREF_FALLBACK = "https://app.databuddy.cc/";
 
 describe("UptimeAlertEmail — URL text rendering", () => {
@@ -240,10 +244,22 @@ describe("UptimeAlertEmail — down vs recovered variants", () => {
 			url: "https://acme.com",
 		});
 		expect(html).toContain("Health check failed for acme.com");
-		expect(html).toContain("could not reach this URL");
+		expect(html).toContain("did not receive an HTTP response");
 		expect(html.toLowerCase()).toContain("#dc2626");
 	});
 
+	test("down variant does not describe an HTTP error response as unreachable", async () => {
+		const html = await render({
+			kind: "down",
+			siteLabel: "acme.com",
+			url: "https://acme.com",
+			httpCode: 503,
+		});
+		expect(html).toContain("received an HTTP response");
+		expect(html).toContain("did not meet the monitor&#x27;s success criteria");
+		expect(html).not.toContain("could not reach");
+	});
+
 	test("recovered variant uses the recovery copy and green accent", async () => {
 		const html = await render({
 			kind: "recovered",
@@ -285,13 +301,14 @@ describe("UptimeAlertEmail — down vs recovered variants", () => {
 });
 
 describe("UptimeAlertEmail — timing and numeric edge cases", () => {
-	test("HTTP 0 (timeout) renders literally as 0", async () => {
-		const html = await render({
+	test("HTTP 0 renders as no HTTP response", async () => {
+		const text = await renderText({
 			kind: "down",
 			url: "https://example.com",
 			httpCode: 0,
 		});
-		expect(html).toMatch(/HTTP.*·.*0/);
+		expect(text).toContain("HTTP · No HTTP response");
+		expect(text).not.toContain("HTTP · 0");
 	});
 
 	test("checkedAt undefined renders em-dash placeholder", async () => {
@@ -420,10 +437,19 @@ describe("UptimeAlertEmail — SSL row", () => {
 
 describe("UptimeAlertEmail — preview text", () => {
 	test.each([
-		["down", "failed health check — HTTP timeout"],
+		["down", "failed its latest health check — No HTTP response"],
 		["recovered", "passed its latest health check"],
 	] as const)("%s preview matches current copy", async (kind, copy) => {
 		const html = await render({ kind, url: "https://example.com" });
 		expect(html).toContain(copy);
 	});
+
+	test("down preview includes the received HTTP status", async () => {
+		const html = await render({
+			kind: "down",
+			url: "https://example.com",
+			httpCode: 503,
+		});
+		expect(html).toContain("failed its latest health check — HTTP 503");
+	});
 });
diff --git a/packages/email/src/emails/uptime-alert-email.tsx b/packages/email/src/emails/uptime-alert-email.tsx
index 78fd1286b..9152113e0 100644
--- a/packages/email/src/emails/uptime-alert-email.tsx
+++ b/packages/email/src/emails/uptime-alert-email.tsx
@@ -43,6 +43,13 @@ function fmtDate(ms: number | undefined): string {
 	return utcFormatter.format(new Date(ms));
 }
 
+function fmtHttp(code: number | undefined): string {
+	if (code === undefined || !Number.isFinite(code) || code <= 0) {
+		return "No HTTP response";
+	}
+	return String(Math.trunc(code));
+}
+
 function safeHref(raw: string | undefined): string {
 	if (!raw) {
 		return "https://app.databuddy.cc/";
@@ -103,6 +110,8 @@ export const UptimeAlertEmail = ({
 	const isDown = kind === "down";
 	const accentBorder = isDown ? "#dc2626" : "#22c55e";
 	const href = safeHref(url);
+	const http = fmtHttp(httpCode);
+	const receivedHttpResponse = http !== "No HTTP response";
 
 	const ttfbStr = fmtMs(ttfbMs);
 	const totalStr = fmtMs(totalMs);
@@ -122,7 +131,7 @@ export const UptimeAlertEmail = ({
 		<EmailLayout
 			preview={
 				isDown
-					? `${safe} failed health check — HTTP ${httpCode || "timeout"}`
+					? `${safe} failed its latest health check — ${receivedHttpResponse ? `HTTP ${http}` : http}`
 					: `${safe} passed its latest health check`
 			}
 			tagline={isDown ? "Health check failed" : "Health check passed"}
@@ -141,7 +150,9 @@ export const UptimeAlertEmail = ({
 					style={{ color: emailBrand.muted }}
 				>
 					{isDown
-						? "We could not reach this URL during the latest health check."
+						? receivedHttpResponse
+							? "The latest health check received an HTTP response but did not meet the monitor's success criteria."
+							: "The latest health check did not receive an HTTP response."
 						: "The latest health check passed after a previous failed check."}
 				</Text>
 			</Section>
@@ -163,7 +174,7 @@ export const UptimeAlertEmail = ({
 					</Link>
 				</DetailRow>
 				<DetailRow label="Checked at">{fmtDate(checkedAt)}</DetailRow>
-				<DetailRow label="HTTP">{httpCode}</DetailRow>
+				<DetailRow label="HTTP">{http}</DetailRow>
 				{responseLine.length > 0 ? (
 					<DetailRow label="Response">{responseLine}</DetailRow>
 				) : null}
diff --git a/packages/notifications/src/__tests__/providers/email.test.ts b/packages/notifications/src/__tests__/providers/email.test.ts
index 43c9f69cb..d32d2f775 100644
--- a/packages/notifications/src/__tests__/providers/email.test.ts
+++ b/packages/notifications/src/__tests__/providers/email.test.ts
@@ -1,6 +1,7 @@
 import { describe, expect, mock, test } from "bun:test";
 import type { EmailPayload } from "../../types";
 import { EmailProvider } from "../../providers/email";
+import { buildUptimeNotificationPayload } from "../../templates/uptime";
 
 describe("EmailProvider", () => {
 	test("builds plain text and hides internal metadata from recipients", async () => {
@@ -31,6 +32,70 @@ describe("EmailProvider", () => {
 		expect(delivered?.text).not.toContain("Z score:");
 	});
 
+	test("does not duplicate uptime message fields or expose raw timestamps", async () => {
+		let delivered: EmailPayload | undefined;
+		const provider = new EmailProvider({
+			defaultTo: "recipient@example.com",
+			sendEmailAction: async (payload) => {
+				delivered = payload;
+			},
+		});
+		const checkedAt = 1_700_000_000_000;
+		const payload = buildUptimeNotificationPayload({
+			checkedAt,
+			error: "Connection refused",
+			httpCode: 503,
+			kind: "down",
+			probeRegion: "eu-west-1",
+			siteLabel: "Acme Corp",
+			totalMs: 250,
+			ttfbMs: 100,
+			url: "https://acme.example",
+		});
+
+		await provider.send(payload);
+
+		expect(delivered?.text).toBe(payload.message);
+		expect(delivered?.html).not.toContain(String(checkedAt));
+		expect(delivered?.text).not.toContain(String(checkedAt));
+		expect(payload.metadata).toMatchObject({
+			checkedAt,
+			httpCode: 503,
+			template: "uptime",
+		});
+	});
+
+	test("hides repeated transition fields but keeps its unique monitored URL", async () => {
+		let delivered: EmailPayload | undefined;
+		const provider = new EmailProvider({
+			defaultTo: "recipient@example.com",
+			sendEmailAction: async (payload) => {
+				delivered = payload;
+			},
+		});
+
+		await provider.send({
+			title: "Health check failed: Acme",
+			message:
+				"A health check failed for Acme. HTTP 503. View details: https://app.databuddy.cc/monitors/1",
+			metadata: {
+				dashboardUrl: "https://app.databuddy.cc/monitors/1",
+				httpCode: 503,
+				kind: "down",
+				monitorId: "monitor-1",
+				monitorName: "Acme",
+				template: "uptime-transition",
+				url: "https://acme.example/health",
+			},
+		});
+
+		expect(delivered?.text).toContain("Url: https://acme.example/health");
+		expect(delivered?.text).not.toContain("Dashboard Url:");
+		expect(delivered?.text).not.toContain("Http Code:");
+		expect(delivered?.text).not.toContain("Monitor Name:");
+		expect(delivered?.text).not.toContain("monitor-1");
+	});
+
 	test("returns a failed channel result when delivery throws", async () => {
 		const provider = new EmailProvider({
 			defaultTo: "recipient@example.com",
diff --git a/packages/notifications/src/__tests__/templates/uptime.test.ts b/packages/notifications/src/__tests__/templates/uptime.test.ts
index 1353520c4..36ca16583 100644
--- a/packages/notifications/src/__tests__/templates/uptime.test.ts
+++ b/packages/notifications/src/__tests__/templates/uptime.test.ts
@@ -51,6 +51,12 @@ describe("buildUptimeNotificationPayload", () => {
 			expect(result.message).toContain("HTTP: 503");
 		});
 
+		test("describes a missing HTTP response without exposing HTTP 0", () => {
+			const result = buildUptimeNotificationPayload(makeInput({ httpCode: 0 }));
+			expect(result.message).toContain("HTTP: No HTTP response");
+			expect(result.message).not.toContain("HTTP: 0");
+		});
+
 		test("includes response timing when provided", () => {
 			const result = buildUptimeNotificationPayload(
 				makeInput({ totalMs: 500, ttfbMs: 100 })
@@ -136,6 +142,11 @@ describe("buildUptimeNotificationPayload", () => {
 			});
 		});
 
+		test("keeps the raw HTTP result in metadata for webhook routing", () => {
+			const result = buildUptimeNotificationPayload(makeInput({ httpCode: 0 }));
+			expect(result.metadata?.httpCode).toBe(0);
+		});
+
 		test("includes optional keys when present", () => {
 			const result = buildUptimeNotificationPayload(
 				makeInput({
diff --git a/packages/notifications/src/providers/email.ts b/packages/notifications/src/providers/email.ts
index e28b4e5e1..906ee201e 100644
--- a/packages/notifications/src/providers/email.ts
+++ b/packages/notifications/src/providers/email.ts
@@ -6,6 +6,26 @@ import type {
 import { BaseProvider } from "./base";
 
 const FIRST_CHARACTER_PATTERN = /^./;
+const UPTIME_MESSAGE_METADATA_KEYS = new Set([
+	"checkedAt",
+	"error",
+	"httpCode",
+	"kind",
+	"probeRegion",
+	"siteLabel",
+	"sslExpiryMs",
+	"sslValid",
+	"totalMs",
+	"ttfbMs",
+	"url",
+]);
+const UPTIME_TRANSITION_MESSAGE_METADATA_KEYS = new Set([
+	"checkedAt",
+	"dashboardUrl",
+	"httpCode",
+	"kind",
+	"monitorName",
+]);
 
 export interface EmailProviderConfig {
 	defaultTo?: string | string[];
@@ -25,7 +45,16 @@ function escapeHtml(str: string): string {
 		.replaceAll("'", "&#39;");
 }
 
-function isUserFacingMetadata(key: string): boolean {
+function isUserFacingMetadata(key: string, template: unknown): boolean {
+	if (template === "uptime" && UPTIME_MESSAGE_METADATA_KEYS.has(key)) {
+		return false;
+	}
+	if (
+		template === "uptime-transition" &&
+		UPTIME_TRANSITION_MESSAGE_METADATA_KEYS.has(key)
+	) {
+		return false;
+	}
 	return !(
 		key === "to" ||
 		key === "template" ||
@@ -92,7 +121,7 @@ export class EmailProvider extends BaseProvider {
 
 		const metadataEntries = payload.metadata
 			? Object.entries(payload.metadata).filter(([key]) =>
-					isUserFacingMetadata(key)
+					isUserFacingMetadata(key, payload.metadata?.template)
 				)
 			: [];
 
diff --git a/packages/notifications/src/templates/uptime.ts b/packages/notifications/src/templates/uptime.ts
index 3d46ee789..fba97cc8e 100644
--- a/packages/notifications/src/templates/uptime.ts
+++ b/packages/notifications/src/templates/uptime.ts
@@ -42,6 +42,13 @@ function formatDurationMs(ms: number | undefined): string | undefined {
 	return `${Math.round(ms)} ms`;
 }
 
+function formatHttpResult(code: number): string {
+	if (!Number.isFinite(code) || code <= 0) {
+		return "No HTTP response";
+	}
+	return String(Math.trunc(code));
+}
+
 function sslLine(input: UptimeNotificationInput): string | undefined {
 	if (input.sslValid === undefined) {
 		return;
@@ -64,7 +71,7 @@ function buildMessageLines(input: UptimeNotificationInput): string[] {
 		`Checked at: ${formatUtcTimestamp(input.checkedAt)}`,
 	];
 
-	lines.push(`HTTP: ${input.httpCode}`);
+	lines.push(`HTTP: ${formatHttpResult(input.httpCode)}`);
 
 	const total = formatDurationMs(input.totalMs);
 	const ttfb = formatDurationMs(input.ttfbMs);

From 9a998d10a74bf47f9c6300e5846bc77b0b125a82 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:29:30 +0300
Subject: [PATCH 095/129] fix(sdk): isolate flag state across identities

---
 packages/sdk/src/core/flags/flags-manager.ts  |  98 +++++++++--
 packages/sdk/tests/flags.spec.ts              |  66 +++++++
 .../sdk/tests/server-flags-manager.test.ts    | 161 ++++++++++++++++++
 3 files changed, 307 insertions(+), 18 deletions(-)

diff --git a/packages/sdk/src/core/flags/flags-manager.ts b/packages/sdk/src/core/flags/flags-manager.ts
index 75a987b19..d57537489 100644
--- a/packages/sdk/src/core/flags/flags-manager.ts
+++ b/packages/sdk/src/core/flags/flags-manager.ts
@@ -4,6 +4,7 @@ import {
 	buildEvaluationRequest,
 	DEFAULT_RESULT,
 	fetchAllFlags as fetchAllFlagsApi,
+	getCacheContext,
 	getCacheKey,
 	getFlagKey,
 	RequestBatcher,
@@ -116,6 +117,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 				}
 			}
 			if (this.cache.size > 0) {
+				this.persist();
 				this.emit();
 			}
 		} catch (err) {
@@ -130,7 +132,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		try {
 			const flags: Record<string, FlagResult> = {};
 			for (const [key, entry] of this.cache) {
-				if (entry.result) {
+				if (entry.result && this.cacheKeyIsActive(key)) {
 					flags[key] = entry.result;
 				}
 			}
@@ -218,14 +220,14 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		return 10;
 	}
 
-	private pruneStaleKeys(validKeys: Set<string>, user?: UserContext): void {
+	private pruneStaleKeys(
+		validKeys: Set<string>,
+		user?: UserContext,
+		environment = this.config.environment
+	): void {
 		for (const key of this.cache.keys()) {
 			if (
-				cacheKeyBelongsToContext(
-					key,
-					user ?? this.config.user,
-					this.config.environment
-				) &&
+				cacheKeyBelongsToContext(key, user, environment) &&
 				!validKeys.has(key)
 			) {
 				this.cache.delete(key);
@@ -345,7 +347,11 @@ export abstract class BaseFlagsManager implements FlagsManager {
 			return;
 		}
 
-		const request = buildEvaluationRequest(this.config, user);
+		const requestUser = user ?? this.config.user;
+		const requestEnvironment = this.config.environment;
+		const requestContext = getCacheContext(requestUser, requestEnvironment);
+		const tracksActiveContext = user === undefined;
+		const request = buildEvaluationRequest(this.config, requestUser);
 		const { ttl, stale } = this.ttls();
 
 		try {
@@ -353,19 +359,23 @@ export abstract class BaseFlagsManager implements FlagsManager {
 				this.config.apiUrl ?? DEFAULT_API,
 				request
 			);
+			if (
+				tracksActiveContext &&
+				requestContext !==
+					getCacheContext(this.config.user, this.config.environment)
+			) {
+				return;
+			}
 			this.lastError = null;
 			const entries = Object.entries(flags).map(([key, result]) => ({
-				cacheKey: getCacheKey(
-					key,
-					user ?? this.config.user,
-					this.config.environment
-				),
+				cacheKey: getCacheKey(key, requestUser, requestEnvironment),
 				entry: resolved(result, ttl, stale),
 			}));
 
 			this.pruneStaleKeys(
 				new Set(entries.map(({ cacheKey }) => cacheKey)),
-				user
+				requestUser,
+				requestEnvironment
 			);
 
 			for (const { cacheKey, entry } of entries) {
@@ -376,6 +386,13 @@ export abstract class BaseFlagsManager implements FlagsManager {
 			this.emit();
 			this.onCacheUpdated();
 		} catch (err) {
+			if (
+				tracksActiveContext &&
+				requestContext !==
+					getCacheContext(this.config.user, this.config.environment)
+			) {
+				return;
+			}
 			this.captureError(err);
 			logger.error("Bulk fetch error:", err);
 		}
@@ -450,8 +467,17 @@ export abstract class BaseFlagsManager implements FlagsManager {
 	}
 
 	updateUser(user: UserContext): void {
-		this.config = { ...this.config, user: this.enrichUser(user) };
+		const nextUser = this.enrichUser(user);
+		const contextChanged = this.activeContextChanged(
+			nextUser,
+			this.config.environment
+		);
+		this.config = { ...this.config, user: nextUser };
 		this.resetBatchers();
+		if (contextChanged) {
+			this.clearActiveContextState();
+			this.emit();
+		}
 		this.refresh().catch((err) => logger.error("Refresh error:", err));
 	}
 
@@ -469,11 +495,23 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 	updateConfig(config: FlagsConfig): void {
 		const wasInactive = this.config.disabled || this.config.isPending;
-		this.config = { ...this.config, ...config };
+		const nextConfig = { ...this.config, ...config };
+		const contextChanged = this.activeContextChanged(
+			nextConfig.user,
+			nextConfig.environment
+		);
+		this.config = nextConfig;
 		this.resetBatchers();
+		if (contextChanged) {
+			this.clearActiveContextState();
+		}
 		this.emit();
 
-		if (wasInactive && !this.config.disabled && !this.config.isPending) {
+		if (
+			(contextChanged || wasInactive) &&
+			!this.config.disabled &&
+			!this.config.isPending
+		) {
 			this.fetchAllFlags().catch((err) => logger.error("Fetch error:", err));
 		}
 	}
@@ -481,7 +519,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 	getMemoryFlags(): Record<string, FlagResult> {
 		const flags: Record<string, FlagResult> = {};
 		for (const [key, entry] of this.cache) {
-			if (entry.result) {
+			if (entry.result && this.cacheKeyIsActive(key)) {
 				flags[getFlagKey(key)] = entry.result;
 			}
 		}
@@ -593,6 +631,30 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		this.batchers.clear();
 	}
 
+	private activeContextChanged(
+		nextUser: UserContext | undefined,
+		nextEnvironment: string | undefined
+	): boolean {
+		return (
+			getCacheContext(this.config.user, this.config.environment) !==
+			getCacheContext(nextUser, nextEnvironment)
+		);
+	}
+
+	private cacheKeyIsActive(cacheKey: string): boolean {
+		return cacheKeyBelongsToContext(
+			cacheKey,
+			this.config.user,
+			this.config.environment
+		);
+	}
+
+	private clearActiveContextState(): void {
+		this.cache.clear();
+		this.storage?.clear();
+		this.lastError = null;
+	}
+
 	private captureError(error: unknown): void {
 		this.lastError =
 			error instanceof FlagsRequestError
diff --git a/packages/sdk/tests/flags.spec.ts b/packages/sdk/tests/flags.spec.ts
index 84e9b4ee2..c0e4f7131 100644
--- a/packages/sdk/tests/flags.spec.ts
+++ b/packages/sdk/tests/flags.spec.ts
@@ -459,6 +459,72 @@ test.describe("BrowserFlagsManager", () => {
 			expect(hasUser2).toBe(true);
 		});
 
+		test("updateConfig isolates browser snapshots and persistence by user", async ({
+			page,
+		}) => {
+			const capturedUserIds: string[] = [];
+			await page.route(
+				"**/api.databuddy.cc/public/v1/flags/bulk**",
+				async (route) => {
+					const userId = getFlagRequestBody(route.request()).userId;
+					if (typeof userId === "string") {
+						capturedUserIds.push(userId);
+					}
+					await route.fulfill({
+						status: 200,
+						contentType: "application/json",
+						body: JSON.stringify({
+							flags:
+								userId === "user-a"
+									? {
+											"user-a-only": {
+												...MOCK_FLAG_ENABLED,
+												payload: { audience: "user-a" },
+											},
+										}
+									: {},
+						}),
+					});
+				}
+			);
+
+			const result = await page.evaluate(async () => {
+				localStorage.removeItem("db-flags");
+				const storage = new window.__SDK__.BrowserFlagStorage();
+				const manager = new window.__SDK__.BrowserFlagsManager({
+					config: {
+						clientId: "test-id",
+						user: { userId: "user-a" },
+					},
+					storage,
+				});
+				await new Promise((resolve) => setTimeout(resolve, 100));
+				const before = manager.getSnapshot().flags["user-a-only"];
+
+				manager.updateConfig({
+					clientId: "test-id",
+					user: { userId: "user-b" },
+				});
+				await new Promise((resolve) => setTimeout(resolve, 100));
+				const after = manager.getSnapshot().flags["user-a-only"];
+				const stored = JSON.parse(localStorage.getItem("db-flags") ?? "{}") as {
+					flags?: Record<string, unknown>;
+				};
+				manager.destroy();
+
+				return {
+					before,
+					after,
+					storedKeys: Object.keys(stored.flags ?? {}),
+				};
+			});
+
+			expect(result.before).toBeDefined();
+			expect(result.after).toBeUndefined();
+			expect(result.storedKeys).toEqual([]);
+			expect(capturedUserIds).toContain("user-b");
+		});
+
 		test("injects anonymous ID when no user identity provided", async ({
 			page,
 		}) => {
diff --git a/packages/sdk/tests/server-flags-manager.test.ts b/packages/sdk/tests/server-flags-manager.test.ts
index 00dc4dd43..bc1fec5d0 100644
--- a/packages/sdk/tests/server-flags-manager.test.ts
+++ b/packages/sdk/tests/server-flags-manager.test.ts
@@ -423,6 +423,167 @@ describe("ServerFlagsManager", () => {
 			);
 			expect(hasUser2).toBe(true);
 		});
+
+		it("removes prior-user flags after a successful identity switch", async () => {
+			fetchMock.restore();
+			const bodies: Array<Record<string, unknown>> = [];
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					bodies.push(body);
+					const flags =
+						body.userId === "user-a"
+							? {
+									"user-a-only": {
+										...FLAG_ENABLED,
+										payload: { audience: "user-a" },
+									},
+								}
+							: {};
+					return Response.json({ flags });
+				}
+			) as typeof fetch;
+
+			const manager = await create({
+				clientId: "test-id",
+				user: { userId: "user-a" },
+				autoFetch: true,
+			});
+			expect(manager.getSnapshot().flags["user-a-only"]).toBeDefined();
+
+			manager.updateUser({ userId: "user-b" });
+			await sleep(50);
+
+			expect(bodies.some((body) => body.userId === "user-b")).toBe(true);
+			expect(manager.getSnapshot().flags["user-a-only"]).toBeUndefined();
+			expect(manager.getMemoryFlags()["user-a-only"]).toBeUndefined();
+			expect(manager.getLastError()).toBeNull();
+		});
+
+		it("does not expose prior-user flags when the new identity fetch fails", async () => {
+			fetchMock.restore();
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					if (body.userId === "user-b") {
+						return Response.json(
+							{ error: "Flag service unavailable" },
+							{ status: 503 }
+						);
+					}
+					return Response.json({
+						flags: {
+							"user-a-only": {
+								...FLAG_ENABLED,
+								payload: { audience: "user-a" },
+							},
+						},
+					});
+				}
+			) as typeof fetch;
+
+			const manager = await create({
+				clientId: "test-id",
+				user: { userId: "user-a" },
+				autoFetch: true,
+			});
+			expect(manager.getSnapshot().flags["user-a-only"]).toBeDefined();
+
+			manager.updateUser({ userId: "user-b" });
+			await sleep(50);
+
+			expect(manager.getSnapshot().flags["user-a-only"]).toBeUndefined();
+			expect(manager.getMemoryFlags()["user-a-only"]).toBeUndefined();
+			expect(manager.getLastError()).toMatchObject({
+				status: 503,
+				retryable: true,
+			});
+		});
+
+		it("clears and fetches again when the environment changes", async () => {
+			fetchMock.restore();
+			const environments: unknown[] = [];
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					environments.push(body.environment);
+					return Response.json({
+						flags:
+							body.environment === "staging"
+								? { "staging-only": FLAG_ENABLED }
+								: {},
+					});
+				}
+			) as typeof fetch;
+
+			const manager = await create({
+				clientId: "test-id",
+				environment: "staging",
+				autoFetch: true,
+			});
+			expect(manager.getSnapshot().flags["staging-only"]).toBeDefined();
+
+			manager.updateConfig({ clientId: "test-id", environment: "production" });
+			await sleep(50);
+
+			expect(environments).toContain("production");
+			expect(manager.getSnapshot().flags["staging-only"]).toBeUndefined();
+		});
+
+		it("ignores an old identity response that finishes after a switch", async () => {
+			fetchMock.restore();
+			let markUserAStarted: () => void;
+			const userAStarted = new Promise<void>((resolve) => {
+				markUserAStarted = resolve;
+			});
+			let resolveUserA: (response: Response) => void;
+			const userAResponse = new Promise<Response>((resolve) => {
+				resolveUserA = resolve;
+			});
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					if (body.userId === "user-a") {
+						markUserAStarted();
+						return userAResponse;
+					}
+					return Response.json({ flags: { "user-b-only": FLAG_ENABLED } });
+				}
+			) as typeof fetch;
+
+			const manager = new ServerFlagsManager({
+				config: {
+					clientId: "test-id",
+					user: { userId: "user-a" },
+					autoFetch: true,
+				},
+			});
+			managers.push(manager);
+			await userAStarted;
+
+			manager.updateUser({ userId: "user-b" });
+			await sleep(20);
+			resolveUserA(
+				Response.json({ flags: { "user-a-only": FLAG_ENABLED } })
+			);
+			await manager.waitForInit();
+			await sleep(20);
+
+			expect(manager.getSnapshot().flags["user-a-only"]).toBeUndefined();
+			expect(manager.getSnapshot().flags["user-b-only"]).toBeDefined();
+		});
 	});
 
 	describe("refresh", () => {

From 5872e8e32293d3ced3042c80a45c72a4a5c06c9c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:29:30 +0300
Subject: [PATCH 096/129] fix(tracker): honor opt-out before storing or sending

---
 packages/tracker/src/core/tracker.ts          |  55 +++++++--
 packages/tracker/src/core/utils.ts            |  25 ++++
 packages/tracker/src/index.ts                 |  26 +++++
 packages/tracker/tests/privacy.spec.ts        |  72 +++++++++++-
 .../tracker/tests/unit/http-client.test.ts    |  10 +-
 packages/tracker/tests/unit/utils.test.ts     | 109 ++++++++++++++++++
 6 files changed, 283 insertions(+), 14 deletions(-)

diff --git a/packages/tracker/src/core/tracker.ts b/packages/tracker/src/core/tracker.ts
index b59e286e1..95b6d770d 100644
--- a/packages/tracker/src/core/tracker.ts
+++ b/packages/tracker/src/core/tracker.ts
@@ -10,8 +10,9 @@ import type {
 	WebVitalEvent,
 } from "./types";
 import {
-	generateUUIDv4,
 	buildPagePath,
+	clearStoredTrackingState,
+	generateUUIDv4,
 	isDebugMode,
 	isLocalhost,
 	isOptedOut,
@@ -164,6 +165,10 @@ export class BaseTracker {
 			},
 		};
 
+		if (typeof window !== "undefined" && isOptedOut()) {
+			this.clearStoredVisitorState();
+			return;
+		}
 		if (this.isServer()) {
 			return;
 		}
@@ -380,12 +385,11 @@ export class BaseTracker {
 	}
 
 	protected shouldSkipTracking(): boolean {
-		if (
-			this.isServer() ||
-			this.options.disabled ||
-			this.isLikelyBot ||
-			isOptedOut()
-		) {
+		if (typeof window !== "undefined" && isOptedOut()) {
+			this.clearStoredVisitorState();
+			return true;
+		}
+		if (this.isServer() || this.options.disabled || this.isLikelyBot) {
 			return true;
 		}
 
@@ -411,6 +415,10 @@ export class BaseTracker {
 		return false;
 	}
 
+	protected shouldBlockQueuedDelivery(): boolean {
+		return this.shouldSkipTracking();
+	}
+
 	protected getMaskedPath(): string {
 		if (this.isServer()) {
 			return "";
@@ -419,6 +427,10 @@ export class BaseTracker {
 	}
 
 	protected refreshUrlParams(): void {
+		if (typeof window !== "undefined" && isOptedOut()) {
+			this.clearStoredVisitorState();
+			return;
+		}
 		if (this.isServer()) {
 			return;
 		}
@@ -465,6 +477,18 @@ export class BaseTracker {
 		}
 	}
 
+	private clearStoredVisitorState(): void {
+		if (typeof window === "undefined") {
+			return;
+		}
+		this.anonymousId = undefined;
+		this.sessionId = undefined;
+		this.profileId = null;
+		this.sessionStartTime = 0;
+		this.urlParams = {};
+		clearStoredTrackingState();
+	}
+
 	getBaseContext(): EventContext {
 		if (this.isServer()) {
 			return {} as EventContext;
@@ -553,6 +577,15 @@ export class BaseTracker {
 		queue: T[],
 		meta: QueueMeta
 	): Promise<TrackerSendOutcome> {
+		if (this.shouldBlockQueuedDelivery()) {
+			if (meta.timer) {
+				clearTimeout(meta.timer);
+				meta.timer = null;
+			}
+			queue.length = 0;
+			meta.retryAttempts = 0;
+			return { ok: true, status: "skipped", count: 0 };
+		}
 		if (meta.flushing) {
 			return { ok: true, status: "queued", count: queue.length };
 		}
@@ -576,7 +609,7 @@ export class BaseTracker {
 				{ keepalive: true },
 				{ [meta.queryParam]: this.options.clientId }
 			);
-			if (!result.ok && result.retryable) {
+			if (!result.ok && result.retryable && !this.shouldBlockQueuedDelivery()) {
 				queue.unshift(...items);
 				meta.retryAttempts += 1;
 				this._scheduleQueueFlush(
@@ -678,7 +711,11 @@ export class BaseTracker {
 	}
 
 	sendBeacon(data: unknown, endpoint = "/vitals"): boolean {
-		if (this.isServer() || !navigator.sendBeacon) {
+		if (
+			this.isServer() ||
+			this.shouldBlockQueuedDelivery() ||
+			!navigator.sendBeacon
+		) {
 			return false;
 		}
 
diff --git a/packages/tracker/src/core/utils.ts b/packages/tracker/src/core/utils.ts
index 1c32d41c8..fe8509520 100644
--- a/packages/tracker/src/core/utils.ts
+++ b/packages/tracker/src/core/utils.ts
@@ -185,6 +185,31 @@ export function isOptedOut(): boolean {
 	}
 }
 
+export function clearStoredTrackingState(): void {
+	if (typeof window === "undefined") {
+		return;
+	}
+	if (typeof localStorage !== "undefined") {
+		try {
+			localStorage.removeItem("did");
+			localStorage.removeItem("did_profile");
+			localStorage.removeItem("did_params");
+		} catch {
+			// Local storage may be blocked by the browser.
+		}
+	}
+	if (typeof sessionStorage !== "undefined") {
+		try {
+			sessionStorage.removeItem("did_session");
+			sessionStorage.removeItem("did_session_timestamp");
+			sessionStorage.removeItem("did_session_start");
+			sessionStorage.removeItem("did_profile_sent");
+		} catch {
+			// Session storage may be blocked by the browser.
+		}
+	}
+}
+
 export function getTrackerConfig(): TrackerOptions {
 	if (typeof window === "undefined") {
 		return { clientId: "" };
diff --git a/packages/tracker/src/index.ts b/packages/tracker/src/index.ts
index 603ac029d..f5c4d8634 100644
--- a/packages/tracker/src/index.ts
+++ b/packages/tracker/src/index.ts
@@ -1,6 +1,7 @@
 import { BaseTracker } from "./core/tracker";
 import type { ProfileTraits, TrackerOptions } from "./core/types";
 import {
+	clearStoredTrackingState,
 	generateUUIDv4,
 	getTrackerConfig,
 	isDebugMode,
@@ -22,6 +23,9 @@ export class Databuddy extends BaseTracker {
 
 	constructor(options: TrackerOptions) {
 		super(options);
+		if (typeof window !== "undefined" && isOptedOut()) {
+			return;
+		}
 
 		if (this.options.trackWebVitals) {
 			initWebVitalsTracking(this);
@@ -225,6 +229,10 @@ export class Databuddy extends BaseTracker {
 	}
 
 	private handlePageUnload() {
+		if (this.shouldBlockQueuedDelivery()) {
+			this.discardPendingEvents();
+			return;
+		}
 		this.flushQueueViaBeacon(this.trackQueue, "/track", () =>
 			this.flushTrack()
 		);
@@ -367,6 +375,7 @@ export class Databuddy extends BaseTracker {
 	}
 
 	clear() {
+		this.discardPendingEvents();
 		this.globalProperties = {};
 		if (!this.isServer()) {
 			try {
@@ -387,6 +396,20 @@ export class Databuddy extends BaseTracker {
 		this.maxScrollDepth = 0;
 	}
 
+	private discardPendingEvents(): void {
+		this.batchQueue.length = 0;
+		this.trackQueue.length = 0;
+		this.vitalsQueue.length = 0;
+		this.errorsQueue.length = 0;
+		for (const meta of Object.values(this._meta)) {
+			if (meta.timer) {
+				clearTimeout(meta.timer);
+				meta.timer = null;
+			}
+			meta.retryAttempts = 0;
+		}
+	}
+
 	destroy() {
 		for (const cleanup of this.cleanupFns) {
 			cleanup();
@@ -430,6 +453,7 @@ function initializeDatabuddy() {
 	}
 
 	if (isOptedOut()) {
+		clearStoredTrackingState();
 		window.databuddy = {
 			track: () => {},
 			screenView: () => {},
@@ -463,8 +487,10 @@ if (typeof window !== "undefined") {
 		window.databuddyOptedOut = true;
 		window.databuddyDisabled = true;
 		if (window.databuddy) {
+			window.databuddy.clear();
 			window.databuddy.options.disabled = true;
 		}
+		clearStoredTrackingState();
 	};
 
 	window.databuddyOptIn = () => {
diff --git a/packages/tracker/tests/privacy.spec.ts b/packages/tracker/tests/privacy.spec.ts
index e79a60585..c6ffd08d8 100644
--- a/packages/tracker/tests/privacy.spec.ts
+++ b/packages/tracker/tests/privacy.spec.ts
@@ -1,5 +1,37 @@
 import { expect, hasEvent, test } from "./test-utils";
 
+const IDENTITY_STORAGE_KEYS = ["did", "did_params", "did_profile"];
+const SESSION_STORAGE_KEYS = [
+	"did_profile_sent",
+	"did_session",
+	"did_session_start",
+	"did_session_timestamp",
+];
+
+async function readStoredTrackingIdentity(page: import("@playwright/test").Page) {
+	return page.evaluate(
+		({ identityKeys, sessionKeys }) => ({
+			local: identityKeys.map((key) => localStorage.getItem(key)),
+			session: sessionKeys.map((key) => sessionStorage.getItem(key)),
+		}),
+		{ identityKeys: IDENTITY_STORAGE_KEYS, sessionKeys: SESSION_STORAGE_KEYS }
+	);
+}
+
+async function seedStoredTrackingIdentity(page: import("@playwright/test").Page) {
+	await page.evaluate(
+		({ identityKeys, sessionKeys }) => {
+			for (const key of identityKeys) {
+				localStorage.setItem(key, `stored-${key}`);
+			}
+			for (const key of sessionKeys) {
+				sessionStorage.setItem(key, `stored-${key}`);
+			}
+		},
+		{ identityKeys: IDENTITY_STORAGE_KEYS, sessionKeys: SESSION_STORAGE_KEYS }
+	);
+}
+
 test.describe("Privacy & Opt-out", () => {
 	test("does not track when Global Privacy Control is enabled", async ({
 		page,
@@ -11,7 +43,8 @@ test.describe("Privacy & Opt-out", () => {
 			}
 		});
 
-		await page.goto("/test");
+		await page.goto("/test?gclid=private-click-id");
+		await seedStoredTrackingIdentity(page);
 		await page.evaluate(() => {
 			Object.defineProperty(navigator, "globalPrivacyControl", {
 				configurable: true,
@@ -26,6 +59,10 @@ test.describe("Privacy & Opt-out", () => {
 		await page.waitForTimeout(500);
 
 		expect(requestCount).toBe(0);
+		expect(await readStoredTrackingIdentity(page)).toEqual({
+			local: [null, null, null],
+			session: [null, null, null, null],
+		});
 	});
 
 	test("does not track when Do Not Track is enabled", async ({ page }) => {
@@ -36,7 +73,8 @@ test.describe("Privacy & Opt-out", () => {
 			}
 		});
 
-		await page.goto("/test");
+		await page.goto("/test?gclid=private-click-id");
+		await seedStoredTrackingIdentity(page);
 		await page.evaluate(() => {
 			Object.defineProperty(navigator, "doNotTrack", {
 				configurable: true,
@@ -51,6 +89,10 @@ test.describe("Privacy & Opt-out", () => {
 		await page.waitForTimeout(500);
 
 		expect(requestCount).toBe(0);
+		expect(await readStoredTrackingIdentity(page)).toEqual({
+			local: [null, null, null],
+			session: [null, null, null, null],
+		});
 	});
 
 	test("does not track when opted out via function", async ({ page }) => {
@@ -61,7 +103,8 @@ test.describe("Privacy & Opt-out", () => {
 			}
 		});
 
-		await page.goto("/test");
+		await page.goto("/test?gclid=private-click-id");
+		await seedStoredTrackingIdentity(page);
 		await page.evaluate(() => {
 			// Pre-set opt-out in localStorage
 			localStorage.setItem("databuddy_opt_out", "true");
@@ -83,9 +126,22 @@ test.describe("Privacy & Opt-out", () => {
 
 		await page.waitForTimeout(1000);
 		expect(requestCount).toBe(0);
+		expect(await readStoredTrackingIdentity(page)).toEqual({
+			local: [null, null, null],
+			session: [null, null, null, null],
+		});
 	});
 
 	test("dynamically opts out and stops tracking", async ({ page }) => {
+		let queuedBeforeOptOutSent = false;
+		page.on("request", (req) => {
+			if (
+				req.url().includes("basket.databuddy.cc") &&
+				hasEvent(req, (event) => event.name === "queued_before_opt_out")
+			) {
+				queuedBeforeOptOutSent = true;
+			}
+		});
 		await page.goto("/test");
 		await page.evaluate(() => {
 			(window as any).databuddyConfig = {
@@ -101,9 +157,14 @@ test.describe("Privacy & Opt-out", () => {
 			.poll(async () => await page.evaluate(() => !!(window as any).db))
 			.toBe(true);
 
+		await page.evaluate(() => {
+			(window as any).db.track("queued_before_opt_out");
+		});
+
 		// Call opt out
 		await page.evaluate(() => {
 			(window as any).databuddyOptOut();
+			window.dispatchEvent(new PageTransitionEvent("pagehide"));
 		});
 
 		// Verify flags
@@ -113,6 +174,10 @@ test.describe("Privacy & Opt-out", () => {
 				(window as any).databuddyOptedOut === true
 		);
 		expect(isOptedOut).toBe(true);
+		expect(await readStoredTrackingIdentity(page)).toEqual({
+			local: [null, null, null],
+			session: [null, null, null, null],
+		});
 
 		// Try to track
 		let requestSent = false;
@@ -131,5 +196,6 @@ test.describe("Privacy & Opt-out", () => {
 
 		await page.waitForTimeout(500);
 		expect(requestSent).toBe(false);
+		expect(queuedBeforeOptOutSent).toBe(false);
 	});
 });
diff --git a/packages/tracker/tests/unit/http-client.test.ts b/packages/tracker/tests/unit/http-client.test.ts
index 6a9a0a480..3638f1eaf 100644
--- a/packages/tracker/tests/unit/http-client.test.ts
+++ b/packages/tracker/tests/unit/http-client.test.ts
@@ -4,6 +4,12 @@ import { BaseTracker } from "../../src/core/tracker";
 
 const originalFetch = globalThis.fetch;
 
+class DeliveryTestTracker extends BaseTracker {
+	protected override shouldSkipTracking(): boolean {
+		return false;
+	}
+}
+
 afterEach(() => {
 	if (jest.isFakeTimers()) {
 		jest.clearAllTimers();
@@ -99,7 +105,7 @@ describe("HttpClient", () => {
 describe("BaseTracker delivery outcomes", () => {
 	test("keeps a retryable failed batch queued", async () => {
 		jest.useFakeTimers();
-		const tracker = new BaseTracker({ clientId: "site_example" });
+		const tracker = new DeliveryTestTracker({ clientId: "site_example" });
 		tracker.api.fetch = mock(async () => ({
 			ok: false as const,
 			code: "NETWORK_ERROR" as const,
@@ -124,7 +130,7 @@ describe("BaseTracker delivery outcomes", () => {
 
 	test("automatically retries queues with capped exponential backoff", async () => {
 		jest.useFakeTimers();
-		const tracker = new BaseTracker({
+		const tracker = new DeliveryTestTracker({
 			clientId: "site_example",
 			initialRetryDelay: 1,
 		});
diff --git a/packages/tracker/tests/unit/utils.test.ts b/packages/tracker/tests/unit/utils.test.ts
index 56d44f5ee..71b7d22cd 100644
--- a/packages/tracker/tests/unit/utils.test.ts
+++ b/packages/tracker/tests/unit/utils.test.ts
@@ -1,4 +1,5 @@
 import { afterEach, describe, expect, test } from "bun:test";
+import { Databuddy } from "../../src/index";
 import {
 	buildPagePath,
 	getTrackerConfig,
@@ -9,6 +10,8 @@ import {
 const originalDocument = globalThis.document;
 const originalWindow = globalThis.window;
 const originalNavigator = globalThis.navigator;
+const originalLocalStorage = globalThis.localStorage;
+const originalSessionStorage = globalThis.sessionStorage;
 
 afterEach(() => {
 	Object.defineProperty(globalThis, "document", {
@@ -23,8 +26,91 @@ afterEach(() => {
 		configurable: true,
 		value: originalNavigator,
 	});
+	Object.defineProperty(globalThis, "localStorage", {
+		configurable: true,
+		value: originalLocalStorage,
+	});
+	Object.defineProperty(globalThis, "sessionStorage", {
+		configurable: true,
+		value: originalSessionStorage,
+	});
 });
 
+function createStorage(initial: Record<string, string> = {}): Storage {
+	const values = new Map(Object.entries(initial));
+	return {
+		get length() {
+			return values.size;
+		},
+		clear: () => values.clear(),
+		getItem: (key) => values.get(key) ?? null,
+		key: (index) => [...values.keys()][index] ?? null,
+		removeItem: (key) => values.delete(key),
+		setItem: (key, value) => values.set(key, value),
+	};
+}
+
+const STORED_IDENTITY = {
+	did: "anon_previous",
+	did_params: JSON.stringify({ gclid: "private-click-id" }),
+	did_profile: "profile_previous",
+};
+
+const STORED_SESSION = {
+	did_profile_sent: "profile_previous",
+	did_session: "sess_previous",
+	did_session_start: "1",
+	did_session_timestamp: "1",
+};
+
+function constructOptedOutTracker({
+	doNotTrack = "0",
+	globalPrivacyControl = false,
+	explicit = false,
+}: {
+	doNotTrack?: string;
+	explicit?: boolean;
+	globalPrivacyControl?: boolean;
+}) {
+	const local = createStorage({
+		...STORED_IDENTITY,
+		...(explicit ? { databuddy_opt_out: "true" } : {}),
+	});
+	const session = createStorage(STORED_SESSION);
+	Object.defineProperty(globalThis, "document", {
+		configurable: true,
+		value: {},
+	});
+	Object.defineProperty(globalThis, "window", {
+		configurable: true,
+		value: { databuddyOptedOut: explicit },
+	});
+	Object.defineProperty(globalThis, "navigator", {
+		configurable: true,
+		value: { doNotTrack, globalPrivacyControl },
+	});
+	Object.defineProperty(globalThis, "localStorage", {
+		configurable: true,
+		value: local,
+	});
+	Object.defineProperty(globalThis, "sessionStorage", {
+		configurable: true,
+		value: session,
+	});
+
+	const tracker = new Databuddy({ clientId: "site_example" });
+	return { local, session, tracker };
+}
+
+function expectNoStoredIdentity(local: Storage, session: Storage): void {
+	for (const key of Object.keys(STORED_IDENTITY)) {
+		expect(local.getItem(key)).toBeNull();
+	}
+	for (const key of Object.keys(STORED_SESSION)) {
+		expect(session.getItem(key)).toBeNull();
+	}
+}
+
 describe("privacy-safe page context", () => {
 	test("omits query parameters and hashes from page and referrer URLs", () => {
 		expect(
@@ -62,6 +148,29 @@ describe("privacy-safe page context", () => {
 
 		expect(isOptedOut()).toBe(true);
 	});
+
+	test.each([
+		["Global Privacy Control", { globalPrivacyControl: true }],
+		["Do Not Track", { doNotTrack: "1" }],
+		["explicit opt-out", { explicit: true }],
+	] as const)("direct construction stores no identity for %s", (_name, privacy) => {
+		const { local, session } = constructOptedOutTracker(privacy);
+
+		expectNoStoredIdentity(local, session);
+	});
+
+	test("refreshUrlParams clears attribution while opted out", () => {
+		const { local, session, tracker } = constructOptedOutTracker({
+			globalPrivacyControl: true,
+		});
+		local.setItem("did_params", JSON.stringify({ gclid: "new-private-id" }));
+
+		(
+			tracker as unknown as { refreshUrlParams: () => void }
+		).refreshUrlParams();
+
+		expectNoStoredIdentity(local, session);
+	});
 });
 
 function setTrackerScript({

From f60f31e06ee1d235566040aa032e7bc79b30f351 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:33:12 +0300
Subject: [PATCH 097/129] test(api): cover ambiguous billing organizations

---
 apps/api/src/routes/webhooks/autumn.test.ts | 90 ++++++++++-----------
 1 file changed, 45 insertions(+), 45 deletions(-)

diff --git a/apps/api/src/routes/webhooks/autumn.test.ts b/apps/api/src/routes/webhooks/autumn.test.ts
index 80d86af59..34c762fb6 100644
--- a/apps/api/src/routes/webhooks/autumn.test.ts
+++ b/apps/api/src/routes/webhooks/autumn.test.ts
@@ -278,51 +278,6 @@ describe("sendAlertEmail", () => {
 		});
 		expect(state.send).not.toHaveBeenCalled();
 	});
-
-	it("suppresses usage alerts when multiple organizations are ambiguous", async () => {
-		state.ownedOrganizations.push({
-			organizationId: "org-2",
-			organization: {
-				emailNotifications: { billing: { usageWarnings: true } },
-				id: "org-2",
-				name: "Second organization",
-			},
-		});
-
-		const result = await handleUsageAlert({
-			customer_id: "user-1",
-			feature_id: "events",
-			usage_alert: {
-				threshold: 80,
-				threshold_type: "usage_percentage",
-			},
-		});
-
-		expect(result).toEqual({
-			success: true,
-			message: "Billing usage email skipped: organization could not be resolved",
-		});
-		expect(state.check).not.toHaveBeenCalled();
-		expect(UsageAlertEmail).not.toHaveBeenCalled();
-		expect(state.send).not.toHaveBeenCalled();
-	});
-
-	it("suppresses limit alerts when the entity does not resolve", async () => {
-		const result = await handleLimitReached({
-			customer_id: "user-1",
-			entity_id: "org-missing",
-			feature_id: "events",
-			limit_type: "included",
-		});
-
-		expect(result).toEqual({
-			success: true,
-			message: "Billing usage email skipped: organization could not be resolved",
-		});
-		expect(state.check).not.toHaveBeenCalled();
-		expect(UsageLimitEmail).not.toHaveBeenCalled();
-		expect(state.send).not.toHaveBeenCalled();
-	});
 });
 
 describe("Autumn usage emails", () => {
@@ -437,4 +392,49 @@ describe("Autumn usage emails", () => {
 		});
 		expect(state.send).not.toHaveBeenCalled();
 	});
+
+	it("suppresses usage alerts when multiple organizations are ambiguous", async () => {
+		state.ownedOrganizations.push({
+			organizationId: "org-2",
+			organization: {
+				emailNotifications: { billing: { usageWarnings: true } },
+				id: "org-2",
+				name: "Second organization",
+			},
+		});
+
+		const result = await handleUsageAlert({
+			customer_id: "user-1",
+			feature_id: "events",
+			usage_alert: {
+				threshold: 80,
+				threshold_type: "usage_percentage",
+			},
+		});
+
+		expect(result).toEqual({
+			success: true,
+			message: "Billing usage email skipped: organization could not be resolved",
+		});
+		expect(state.check).not.toHaveBeenCalled();
+		expect(UsageAlertEmail).not.toHaveBeenCalled();
+		expect(state.send).not.toHaveBeenCalled();
+	});
+
+	it("suppresses limit alerts when the entity does not resolve", async () => {
+		const result = await handleLimitReached({
+			customer_id: "user-1",
+			entity_id: "org-missing",
+			feature_id: "events",
+			limit_type: "included",
+		});
+
+		expect(result).toEqual({
+			success: true,
+			message: "Billing usage email skipped: organization could not be resolved",
+		});
+		expect(state.check).not.toHaveBeenCalled();
+		expect(UsageLimitEmail).not.toHaveBeenCalled();
+		expect(state.send).not.toHaveBeenCalled();
+	});
 });

From 6e8dd307d56bf2ffd65c7c6f8d77c339fd970247 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:45:18 +0300
Subject: [PATCH 098/129] fix(tracker): abort delivery when privacy state
 changes

---
 packages/tracker/src/core/client.ts           | 102 ++++++++++-
 packages/tracker/src/core/tracker.ts          |  46 ++++-
 packages/tracker/src/index.ts                 |  12 +-
 .../tracker/tests/unit/http-client.test.ts    | 171 +++++++++++++++++-
 4 files changed, 308 insertions(+), 23 deletions(-)

diff --git a/packages/tracker/src/core/client.ts b/packages/tracker/src/core/client.ts
index ea8629713..9e47db6ea 100644
--- a/packages/tracker/src/core/client.ts
+++ b/packages/tracker/src/core/client.ts
@@ -57,6 +57,7 @@ export class HttpClient {
 	headers: Record<string, string>;
 	maxRetries: number;
 	initialRetryDelay: number;
+	private readonly activeRequests = new Set<AbortController>();
 
 	constructor(config: ClientConfig) {
 		this.baseUrl = config.baseUrl;
@@ -74,6 +75,47 @@ export class HttpClient {
 		options: RequestInit = {},
 		retryCount = 0
 	): Promise<HttpResult<T>> {
+		const controller = new AbortController();
+		const callerSignal = options.signal;
+		const abortFromCaller = () => controller.abort();
+
+		if (callerSignal?.aborted) {
+			controller.abort();
+		} else {
+			callerSignal?.addEventListener("abort", abortFromCaller, { once: true });
+		}
+		this.activeRequests.add(controller);
+
+		try {
+			return await this.postAttempt<T>(
+				url,
+				data,
+				{ ...options, signal: controller.signal },
+				retryCount
+			);
+		} finally {
+			this.activeRequests.delete(controller);
+			callerSignal?.removeEventListener("abort", abortFromCaller);
+		}
+	}
+
+	cancelPendingRequests(): void {
+		for (const controller of this.activeRequests) {
+			controller.abort();
+		}
+	}
+
+	private async postAttempt<T>(
+		url: string,
+		data: unknown,
+		options: RequestInit,
+		retryCount: number
+	): Promise<HttpResult<T>> {
+		const signal = options.signal;
+		if (signal?.aborted) {
+			return this.abortedResult(retryCount);
+		}
+
 		if (
 			retryCount === 0 &&
 			typeof navigator !== "undefined" &&
@@ -108,13 +150,19 @@ export class HttpClient {
 				...options,
 			});
 			const text = await response.text();
+			if (signal?.aborted) {
+				return this.abortedResult(retryCount + 1);
+			}
 			const body = parseResponseBody(text);
 
 			if (!response.ok) {
 				const retryable = isRetryableStatus(response.status);
 				if (retryable && retryCount < this.maxRetries) {
-					await this.waitBeforeRetry(retryCount);
-					return this.post(url, data, options, retryCount + 1);
+					const shouldRetry = await this.waitBeforeRetry(retryCount, signal);
+					if (!shouldRetry) {
+						return this.abortedResult(retryCount + 1);
+					}
+					return this.postAttempt(url, data, options, retryCount + 1);
 				}
 				return {
 					ok: false,
@@ -135,13 +183,22 @@ export class HttpClient {
 				transport: "fetch",
 			};
 		} catch (error) {
+			if (
+				signal?.aborted ||
+				(error instanceof Error && error.name === "AbortError")
+			) {
+				return this.abortedResult(retryCount + 1);
+			}
 			const isNetworkError =
 				error instanceof TypeError ||
 				(error instanceof Error && error.name === "NetworkError");
 
 			if (retryCount < this.maxRetries && isNetworkError) {
-				await this.waitBeforeRetry(retryCount);
-				return this.post(url, data, options, retryCount + 1);
+				const shouldRetry = await this.waitBeforeRetry(retryCount, signal);
+				if (!shouldRetry) {
+					return this.abortedResult(retryCount + 1);
+				}
+				return this.postAttempt(url, data, options, retryCount + 1);
 			}
 
 			return {
@@ -170,9 +227,42 @@ export class HttpClient {
 		return this.post(url, data, options, 0);
 	}
 
-	private async waitBeforeRetry(retryCount: number): Promise<void> {
+	private abortedResult<T>(attempts: number): HttpResult<T> {
+		return {
+			ok: false,
+			code: "REQUEST_ERROR",
+			message: "Request aborted",
+			status: null,
+			retryable: false,
+			attempts,
+			transport: "fetch",
+		};
+	}
+
+	private async waitBeforeRetry(
+		retryCount: number,
+		signal: AbortSignal | null | undefined
+	): Promise<boolean> {
+		if (signal?.aborted) {
+			return false;
+		}
 		const jitter = Math.random() * 0.3 + 0.85;
 		const delay = this.initialRetryDelay * 2 ** retryCount * jitter;
-		await new Promise((resolve) => setTimeout(resolve, delay));
+		return await new Promise((resolve) => {
+			let timer: ReturnType<typeof setTimeout> | undefined;
+			const handleAbort = () => {
+				if (timer !== undefined) {
+					clearTimeout(timer);
+				}
+				signal?.removeEventListener("abort", handleAbort);
+				resolve(false);
+			};
+
+			timer = setTimeout(() => {
+				signal?.removeEventListener("abort", handleAbort);
+				resolve(true);
+			}, delay);
+			signal?.addEventListener("abort", handleAbort, { once: true });
+		});
 	}
 }
diff --git a/packages/tracker/src/core/tracker.ts b/packages/tracker/src/core/tracker.ts
index 95b6d770d..67f451cca 100644
--- a/packages/tracker/src/core/tracker.ts
+++ b/packages/tracker/src/core/tracker.ts
@@ -45,6 +45,7 @@ const MIN_RETRY_DELAY = 250;
 const MAX_RETRY_DELAY = 30_000;
 
 interface QueueMeta {
+	activeDeliveryGeneration: number | null;
 	endpoint: string;
 	flushing: boolean;
 	queryParam: string;
@@ -90,6 +91,7 @@ export class BaseTracker {
 	private readonly routeChangeCallbacks: Array<(path: string) => void> = [];
 
 	protected urlParams: Record<string, string> = {};
+	private deliveryGeneration = 0;
 
 	constructor(options: TrackerOptions) {
 		if (!options.clientId || typeof options.clientId !== "string") {
@@ -132,6 +134,7 @@ export class BaseTracker {
 
 		this._meta = {
 			batch: {
+				activeDeliveryGeneration: null,
 				timer: null,
 				flushing: false,
 				endpoint: "/batch",
@@ -140,6 +143,7 @@ export class BaseTracker {
 				threshold: this.options.batchSize || 10,
 			},
 			vitals: {
+				activeDeliveryGeneration: null,
 				timer: null,
 				flushing: false,
 				endpoint: "/vitals",
@@ -148,6 +152,7 @@ export class BaseTracker {
 				threshold: 6,
 			},
 			errors: {
+				activeDeliveryGeneration: null,
 				timer: null,
 				flushing: false,
 				endpoint: "/errors",
@@ -156,6 +161,7 @@ export class BaseTracker {
 				threshold: 10,
 			},
 			track: {
+				activeDeliveryGeneration: null,
 				timer: null,
 				flushing: false,
 				endpoint: "/track",
@@ -351,6 +357,7 @@ export class BaseTracker {
 	}
 
 	private sendIdentify(profileId: string, traits?: ProfileTraits): void {
+		const deliveryGeneration = this.deliveryGeneration;
 		this.api
 			.fetch(
 				"/identify",
@@ -359,7 +366,7 @@ export class BaseTracker {
 				{ client_id: this.options.clientId }
 			)
 			.then((result) => {
-				if (!result.ok) {
+				if (!result.ok || deliveryGeneration !== this.deliveryGeneration) {
 					return;
 				}
 				try {
@@ -386,6 +393,7 @@ export class BaseTracker {
 
 	protected shouldSkipTracking(): boolean {
 		if (typeof window !== "undefined" && isOptedOut()) {
+			this.cancelPendingDelivery();
 			this.clearStoredVisitorState();
 			return true;
 		}
@@ -419,6 +427,25 @@ export class BaseTracker {
 		return this.shouldSkipTracking();
 	}
 
+	protected cancelPendingDelivery(): void {
+		this.deliveryGeneration += 1;
+		this.api.cancelPendingRequests();
+		this.batchQueue.length = 0;
+		this.trackQueue.length = 0;
+		this.vitalsQueue.length = 0;
+		this.errorsQueue.length = 0;
+
+		for (const meta of Object.values(this._meta)) {
+			if (meta.timer) {
+				clearTimeout(meta.timer);
+				meta.timer = null;
+			}
+			meta.activeDeliveryGeneration = null;
+			meta.flushing = false;
+			meta.retryAttempts = 0;
+		}
+	}
+
 	protected getMaskedPath(): string {
 		if (this.isServer()) {
 			return "";
@@ -598,7 +625,9 @@ export class BaseTracker {
 			return { ok: true, status: "skipped", count: 0 };
 		}
 
+		const deliveryGeneration = this.deliveryGeneration;
 		meta.flushing = true;
+		meta.activeDeliveryGeneration = deliveryGeneration;
 		const items = queue.slice();
 		queue.length = 0;
 
@@ -609,7 +638,13 @@ export class BaseTracker {
 				{ keepalive: true },
 				{ [meta.queryParam]: this.options.clientId }
 			);
-			if (!result.ok && result.retryable && !this.shouldBlockQueuedDelivery()) {
+			if (
+				deliveryGeneration === this.deliveryGeneration &&
+				!result.ok &&
+				result.retryable &&
+				!this.shouldBlockQueuedDelivery() &&
+				deliveryGeneration === this.deliveryGeneration
+			) {
 				queue.unshift(...items);
 				meta.retryAttempts += 1;
 				this._scheduleQueueFlush(
@@ -617,12 +652,15 @@ export class BaseTracker {
 					meta,
 					this._retryDelay(meta.retryAttempts)
 				);
-			} else {
+			} else if (deliveryGeneration === this.deliveryGeneration) {
 				meta.retryAttempts = 0;
 			}
 			return this.toSendOutcome(result, items.length);
 		} finally {
-			meta.flushing = false;
+			if (meta.activeDeliveryGeneration === deliveryGeneration) {
+				meta.activeDeliveryGeneration = null;
+				meta.flushing = false;
+			}
 		}
 	}
 
diff --git a/packages/tracker/src/index.ts b/packages/tracker/src/index.ts
index f5c4d8634..647773d0f 100644
--- a/packages/tracker/src/index.ts
+++ b/packages/tracker/src/index.ts
@@ -397,17 +397,7 @@ export class Databuddy extends BaseTracker {
 	}
 
 	private discardPendingEvents(): void {
-		this.batchQueue.length = 0;
-		this.trackQueue.length = 0;
-		this.vitalsQueue.length = 0;
-		this.errorsQueue.length = 0;
-		for (const meta of Object.values(this._meta)) {
-			if (meta.timer) {
-				clearTimeout(meta.timer);
-				meta.timer = null;
-			}
-			meta.retryAttempts = 0;
-		}
+		this.cancelPendingDelivery();
 	}
 
 	destroy() {
diff --git a/packages/tracker/tests/unit/http-client.test.ts b/packages/tracker/tests/unit/http-client.test.ts
index 3638f1eaf..c32045c0a 100644
--- a/packages/tracker/tests/unit/http-client.test.ts
+++ b/packages/tracker/tests/unit/http-client.test.ts
@@ -1,12 +1,23 @@
 import { afterEach, describe, expect, jest, mock, test } from "bun:test";
-import { HttpClient } from "../../src/core/client";
+import { HttpClient, type HttpResult } from "../../src/core/client";
 import { BaseTracker } from "../../src/core/tracker";
 
 const originalFetch = globalThis.fetch;
 
 class DeliveryTestTracker extends BaseTracker {
+	private deliveryBlocked = false;
+
 	protected override shouldSkipTracking(): boolean {
-		return false;
+		return this.deliveryBlocked;
+	}
+
+	optOutForTest(): void {
+		this.deliveryBlocked = true;
+		this.cancelPendingDelivery();
+	}
+
+	optInForTest(): void {
+		this.deliveryBlocked = false;
 	}
 }
 
@@ -24,6 +35,19 @@ async function flushMicrotasks(): Promise<void> {
 	}
 }
 
+function createDeferred<T>(): {
+	promise: Promise<T>;
+	resolve: (value: T) => void;
+} {
+	let resolvePromise: (value: T) => void = () => {
+		throw new Error("Deferred promise was not initialized");
+	};
+	const promise = new Promise<T>((resolve) => {
+		resolvePromise = resolve;
+	});
+	return { promise, resolve: resolvePromise };
+}
+
 describe("HttpClient", () => {
 	test("returns a typed success outcome", async () => {
 		globalThis.fetch = mock(async () =>
@@ -100,6 +124,80 @@ describe("HttpClient", () => {
 			retryable: false,
 		});
 	});
+
+	test("aborts an in-flight HTTP request", async () => {
+		let requestSignal: AbortSignal | null = null;
+		const fetchMock = mock(
+			(_input: RequestInfo | URL, init?: RequestInit) =>
+				new Promise<Response>((_resolve, reject) => {
+					requestSignal = init?.signal ?? null;
+					requestSignal?.addEventListener(
+						"abort",
+						() => {
+							const error = new Error("Request aborted");
+							error.name = "AbortError";
+							reject(error);
+						},
+						{ once: true }
+					);
+				})
+		);
+		globalThis.fetch = fetchMock as typeof fetch;
+		const client = new HttpClient({ baseUrl: "https://example.com" });
+
+		const delivery = client.post(
+			"https://example.com/events",
+			{},
+			{ keepalive: false }
+		);
+		await flushMicrotasks();
+		client.cancelPendingRequests();
+
+		expect(requestSignal?.aborted).toBe(true);
+		expect(await delivery).toMatchObject({
+			ok: false,
+			code: "REQUEST_ERROR",
+			message: "Request aborted",
+			retryable: false,
+			attempts: 1,
+		});
+		expect(fetchMock).toHaveBeenCalledTimes(1);
+	});
+
+	test("cancels an active retry delay without another HTTP attempt", async () => {
+		jest.useFakeTimers();
+		const fetchMock = mock(async () =>
+			Response.json({ error: "Temporarily unavailable" }, { status: 503 })
+		);
+		globalThis.fetch = fetchMock as typeof fetch;
+		const client = new HttpClient({
+			baseUrl: "https://example.com",
+			maxRetries: 3,
+			initialRetryDelay: 1000,
+		});
+
+		const delivery = client.post(
+			"https://example.com/events",
+			{},
+			{ keepalive: false }
+		);
+		await flushMicrotasks();
+		expect(fetchMock).toHaveBeenCalledTimes(1);
+
+		client.cancelPendingRequests();
+		const result = await delivery;
+		jest.advanceTimersByTime(30_000);
+		await flushMicrotasks();
+
+		expect(fetchMock).toHaveBeenCalledTimes(1);
+		expect(result).toMatchObject({
+			ok: false,
+			code: "REQUEST_ERROR",
+			message: "Request aborted",
+			retryable: false,
+			attempts: 1,
+		});
+	});
 });
 
 describe("BaseTracker delivery outcomes", () => {
@@ -177,6 +275,75 @@ describe("BaseTracker delivery outcomes", () => {
 		});
 	});
 
+	test("does not requeue a stale flush across a quick opt-out and opt-in", async () => {
+		jest.useFakeTimers();
+		const tracker = new DeliveryTestTracker({ clientId: "site_example" });
+		const firstRequest = createDeferred<HttpResult<unknown>>();
+		const secondRequest = createDeferred<HttpResult<unknown>>();
+		const success: HttpResult<unknown> = {
+			ok: true,
+			data: { status: "success" },
+			status: 202,
+			attempts: 1,
+			transport: "fetch",
+		};
+		const retryableFailure: HttpResult<unknown> = {
+			ok: false,
+			code: "NETWORK_ERROR",
+			message: "offline",
+			status: null,
+			retryable: true,
+			attempts: 1,
+			transport: "fetch",
+		};
+		const send = mock(() => {
+			if (send.mock.calls.length === 1) {
+				return firstRequest.promise;
+			}
+			if (send.mock.calls.length === 2) {
+				return secondRequest.promise;
+			}
+			return Promise.resolve(success);
+		});
+		tracker.api.fetch = send;
+
+		await tracker.addToBatch({ eventId: "before_opt_out", timestamp: 1 });
+		const staleFlush = tracker.flushBatch();
+		await flushMicrotasks();
+		expect(send).toHaveBeenCalledTimes(1);
+
+		tracker.optOutForTest();
+		tracker.optInForTest();
+		await tracker.addToBatch({ eventId: "after_opt_in", timestamp: 2 });
+		const currentFlush = tracker.flushBatch();
+		await flushMicrotasks();
+		expect(send).toHaveBeenCalledTimes(2);
+
+		firstRequest.resolve(retryableFailure);
+		await staleFlush;
+		expect(tracker.batchQueue).toHaveLength(0);
+
+		await tracker.addToBatch({ eventId: "while_current_flush_runs", timestamp: 3 });
+		expect(await tracker.flushBatch()).toEqual({
+			ok: true,
+			status: "queued",
+			count: 1,
+		});
+		expect(send).toHaveBeenCalledTimes(2);
+
+		secondRequest.resolve(success);
+		await currentFlush;
+		expect(tracker.batchQueue).toEqual([
+			{ eventId: "while_current_flush_runs", timestamp: 3 },
+		]);
+		expect(await tracker.flushBatch()).toMatchObject({
+			ok: true,
+			status: "delivered",
+			count: 1,
+		});
+		expect(send).toHaveBeenCalledTimes(3);
+	});
+
 	test("treats trackPerformance as a compatibility alias", () => {
 		const tracker = new BaseTracker({
 			clientId: "site_example",

From 795c6180693d9ac1c240ca8e23df7de297073734 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:45:40 +0300
Subject: [PATCH 099/129] fix(alerts): keep unresolved deliveries retryable

---
 apps/api/src/routes/webhooks/autumn.test.ts   | 12 ++--
 apps/api/src/routes/webhooks/autumn.ts        |  8 +--
 .../src/uptime-transition-alerts.test.ts      | 66 +++++++++++++++++++
 apps/uptime/src/uptime-transition-alerts.ts   | 49 ++++++++++----
 4 files changed, 114 insertions(+), 21 deletions(-)

diff --git a/apps/api/src/routes/webhooks/autumn.test.ts b/apps/api/src/routes/webhooks/autumn.test.ts
index 34c762fb6..21e645805 100644
--- a/apps/api/src/routes/webhooks/autumn.test.ts
+++ b/apps/api/src/routes/webhooks/autumn.test.ts
@@ -393,7 +393,7 @@ describe("Autumn usage emails", () => {
 		expect(state.send).not.toHaveBeenCalled();
 	});
 
-	it("suppresses usage alerts when multiple organizations are ambiguous", async () => {
+	it("defers usage alerts when multiple organizations are ambiguous", async () => {
 		state.ownedOrganizations.push({
 			organizationId: "org-2",
 			organization: {
@@ -413,15 +413,15 @@ describe("Autumn usage emails", () => {
 		});
 
 		expect(result).toEqual({
-			success: true,
-			message: "Billing usage email skipped: organization could not be resolved",
+			success: false,
+			message: "Billing usage email deferred: organization could not be resolved",
 		});
 		expect(state.check).not.toHaveBeenCalled();
 		expect(UsageAlertEmail).not.toHaveBeenCalled();
 		expect(state.send).not.toHaveBeenCalled();
 	});
 
-	it("suppresses limit alerts when the entity does not resolve", async () => {
+	it("defers limit alerts when the entity does not resolve", async () => {
 		const result = await handleLimitReached({
 			customer_id: "user-1",
 			entity_id: "org-missing",
@@ -430,8 +430,8 @@ describe("Autumn usage emails", () => {
 		});
 
 		expect(result).toEqual({
-			success: true,
-			message: "Billing usage email skipped: organization could not be resolved",
+			success: false,
+			message: "Billing usage email deferred: organization could not be resolved",
 		});
 		expect(state.check).not.toHaveBeenCalled();
 		expect(UsageLimitEmail).not.toHaveBeenCalled();
diff --git a/apps/api/src/routes/webhooks/autumn.ts b/apps/api/src/routes/webhooks/autumn.ts
index af3d03ff7..7c243e96f 100644
--- a/apps/api/src/routes/webhooks/autumn.ts
+++ b/apps/api/src/routes/webhooks/autumn.ts
@@ -360,9 +360,9 @@ export async function handleLimitReached(
 			autumn: { customerId: customer_id, entityId: entity_id },
 		});
 		return {
-			success: true,
+			success: false,
 			message:
-				"Billing usage email skipped: organization could not be resolved",
+				"Billing usage email deferred: organization could not be resolved",
 		};
 	}
 
@@ -421,9 +421,9 @@ export async function handleUsageAlert(
 			autumn: { customerId: customer_id, entityId: entity_id },
 		});
 		return {
-			success: true,
+			success: false,
 			message:
-				"Billing usage email skipped: organization could not be resolved",
+				"Billing usage email deferred: organization could not be resolved",
 		};
 	}
 
diff --git a/apps/uptime/src/uptime-transition-alerts.test.ts b/apps/uptime/src/uptime-transition-alerts.test.ts
index 1e2f4ab61..f0a921a48 100644
--- a/apps/uptime/src/uptime-transition-alerts.test.ts
+++ b/apps/uptime/src/uptime-transition-alerts.test.ts
@@ -2,6 +2,7 @@ import { describe, expect, test } from "bun:test";
 import { MonitorStatus } from "./types";
 import {
 	buildTransitionNotificationPayload,
+	buildUptimeDeliveryPlan,
 	countFiredAlarms,
 	resolveTransitionKind,
 	resolveUptimeEmailPreference,
@@ -172,6 +173,15 @@ describe("shouldReleaseTransitionClaim", () => {
 		expect(shouldReleaseTransitionClaim(2, 1)).toBe(false);
 		expect(shouldReleaseTransitionClaim(0, 0)).toBe(false);
 	});
+
+	test("releases when email delivery is deferred and no non-email alarm fires", () => {
+		expect(shouldReleaseTransitionClaim(0, 0, true)).toBe(true);
+		expect(shouldReleaseTransitionClaim(2, 0, true)).toBe(true);
+	});
+
+	test("keeps the claim after non-email delivery to avoid duplicate retries", () => {
+		expect(shouldReleaseTransitionClaim(1, 1, true)).toBe(false);
+	});
 });
 
 describe("resolveUptimeEmailPreference", () => {
@@ -190,6 +200,62 @@ describe("resolveUptimeEmailPreference", () => {
 	});
 });
 
+describe("buildUptimeDeliveryPlan", () => {
+	test("defers only email destinations when preference lookup fails", () => {
+		const plan = buildUptimeDeliveryPlan(
+			[
+				{
+					id: "alarm-1",
+					destinations: [
+						{ type: "email", identifier: "ops@example.com", config: {} },
+						{
+							type: "slack",
+							identifier: "https://hooks.slack.com/services/test",
+							config: {},
+						},
+						{
+							type: "webhook",
+							identifier: "https://example.com/alerts",
+							config: {},
+						},
+					],
+				},
+			],
+			null
+		);
+
+		expect(plan.emailDeliveryDeferred).toBe(true);
+		expect(plan.sendable).toHaveLength(1);
+		expect(plan.sendable[0]?.destinations.map((dest) => dest.type)).toEqual([
+			"slack",
+			"webhook",
+		]);
+	});
+
+	test("leaves an email-only alarm retryable when settings are unavailable", () => {
+		const plan = buildUptimeDeliveryPlan(
+			[
+				{
+					id: "alarm-1",
+					destinations: [
+						{ type: "email", identifier: "ops@example.com", config: {} },
+					],
+				},
+			],
+			null
+		);
+
+		expect(plan.sendable).toEqual([]);
+		expect(
+			shouldReleaseTransitionClaim(
+				plan.sendable.length,
+				0,
+				plan.emailDeliveryDeferred
+			)
+		).toBe(true);
+	});
+});
+
 describe("buildTransitionNotificationPayload", () => {
 	test("describes a failed check without declaring the whole site down", () => {
 		const payload = buildTransitionNotificationPayload({
diff --git a/apps/uptime/src/uptime-transition-alerts.ts b/apps/uptime/src/uptime-transition-alerts.ts
index 40f0deb9e..1c1f64e58 100644
--- a/apps/uptime/src/uptime-transition-alerts.ts
+++ b/apps/uptime/src/uptime-transition-alerts.ts
@@ -38,7 +38,7 @@ class NotificationSendError extends Data.TaggedError("NotificationSendError")<{
 	cause: unknown;
 }> {}
 
-interface LinkedAlarm {
+export interface LinkedAlarm {
 	destinations: Array<{ type: string; identifier: string; config: unknown }>;
 	id: string;
 }
@@ -85,9 +85,16 @@ export function countFiredAlarms(deliveryCounts: number[]): number {
 
 export function shouldReleaseTransitionClaim(
 	sendableAlarmCount: number,
-	firedAlarmCount: number
+	firedAlarmCount: number,
+	emailDeliveryDeferred = false
 ): boolean {
-	return sendableAlarmCount > 0 && firedAlarmCount === 0;
+	if (firedAlarmCount > 0) {
+		// A successful non-email destination owns the transition claim. Releasing
+		// it would duplicate that delivery; retrying only the deferred email needs
+		// a durable per-destination outbox.
+		return false;
+	}
+	return sendableAlarmCount > 0 || emailDeliveryDeferred;
 }
 
 export function resolveUptimeEmailPreference(
@@ -298,6 +305,23 @@ function filterUptimeEmailDestinations(
 	};
 }
 
+export function buildUptimeDeliveryPlan(
+	alarms: LinkedAlarm[],
+	emailPreference: boolean | null
+): {
+	emailDeliveryDeferred: boolean;
+	sendable: LinkedAlarm[];
+} {
+	return {
+		emailDeliveryDeferred: emailPreference === null,
+		sendable: alarms
+			.map((alarm) =>
+				filterUptimeEmailDestinations(alarm, emailPreference === true)
+			)
+			.filter((alarm) => alarm.destinations.length > 0),
+	};
+}
+
 const sendToAlarm = (
 	alarm: LinkedAlarm,
 	payload: Parameters<NotificationClient["send"]>[0]
@@ -448,10 +472,6 @@ const handleTransition = (options: {
 			})
 		);
 		const emailsEnabled = resolveUptimeEmailPreference(emailSettings, kind);
-		if (emailsEnabled === null) {
-			yield* releaseClaim;
-			return { alarms_fired: 0, transition_kind: kind };
-		}
 
 		const siteLabel = buildSiteLabel(options.schedule);
 		const dashboardUrl = `${config.urls.dashboard}/monitors/${options.schedule.id}`;
@@ -464,9 +484,10 @@ const handleTransition = (options: {
 			siteLabel,
 		});
 
-		const sendable = linkedAlarms
-			.map((alarm) => filterUptimeEmailDestinations(alarm, emailsEnabled))
-			.filter((alarm) => alarm.destinations.length > 0);
+		const { emailDeliveryDeferred, sendable } = buildUptimeDeliveryPlan(
+			linkedAlarms,
+			emailsEnabled
+		);
 
 		const results = yield* Effect.all(
 			sendable.map((alarm) => sendToAlarm(alarm, payload)),
@@ -474,7 +495,13 @@ const handleTransition = (options: {
 		);
 
 		const fired = countFiredAlarms(results);
-		if (shouldReleaseTransitionClaim(sendable.length, fired)) {
+		if (
+			shouldReleaseTransitionClaim(
+				sendable.length,
+				fired,
+				emailDeliveryDeferred
+			)
+		) {
 			yield* releaseClaim;
 		}
 		return { alarms_fired: fired, transition_kind: kind };

From 386a858ec0397da65b79df050e831512dabddf07 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 18:48:16 +0300
Subject: [PATCH 100/129] fix(sdk): isolate every flag evaluation context

---
 .../sdk/src/core/flags/browser-storage.ts     |   6 +-
 packages/sdk/src/core/flags/flags-manager.ts  | 163 ++++++++--
 packages/sdk/src/core/flags/shared.ts         |  30 +-
 packages/sdk/tests/flags.spec.ts              |  47 +++
 .../sdk/tests/server-flags-manager.test.ts    | 288 ++++++++++++++++++
 5 files changed, 496 insertions(+), 38 deletions(-)

diff --git a/packages/sdk/src/core/flags/browser-storage.ts b/packages/sdk/src/core/flags/browser-storage.ts
index 7b591f2f6..da84bfb20 100644
--- a/packages/sdk/src/core/flags/browser-storage.ts
+++ b/packages/sdk/src/core/flags/browser-storage.ts
@@ -54,6 +54,10 @@ export class BrowserFlagStorage implements StorageInterface {
 		if (!isBrowser) {
 			return;
 		}
-		localStorage.removeItem(STORAGE_KEY);
+		try {
+			localStorage.removeItem(STORAGE_KEY);
+		} catch {
+			// localStorage blocked
+		}
 	}
 }
diff --git a/packages/sdk/src/core/flags/flags-manager.ts b/packages/sdk/src/core/flags/flags-manager.ts
index d57537489..205783d7a 100644
--- a/packages/sdk/src/core/flags/flags-manager.ts
+++ b/packages/sdk/src/core/flags/flags-manager.ts
@@ -8,6 +8,7 @@ import {
 	getCacheKey,
 	getFlagKey,
 	RequestBatcher,
+	FlagsContextChangedError,
 	FlagsRequestError,
 } from "./shared";
 import type {
@@ -69,6 +70,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		lastError: null,
 	};
 	private lastError: FlagsRequestFailure | null = null;
+	private contextGeneration = 0;
 
 	constructor(options: FlagsManagerOptions) {
 		this.config = {
@@ -111,13 +113,22 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		try {
 			const stored = this.storage.getAll();
 			const { ttl, stale } = this.ttls();
+			let discarded = false;
 			for (const [key, value] of Object.entries(stored)) {
-				if (value && typeof value === "object") {
+				if (value && typeof value === "object" && this.cacheKeyIsActive(key)) {
 					this.setCache(key, resolved(value, ttl, stale));
+				} else {
+					discarded = true;
+				}
+			}
+			if (discarded) {
+				if (this.cache.size > 0) {
+					this.persist();
+				} else {
+					this.storage.clear();
 				}
 			}
 			if (this.cache.size > 0) {
-				this.persist();
 				this.emit();
 			}
 		} catch (err) {
@@ -195,7 +206,8 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		const batcherKey = getCacheKey(
 			this.config.apiUrl ?? DEFAULT_API,
 			user ?? this.config.user,
-			this.config.environment
+			this.config.environment,
+			this.config.clientId
 		);
 		const existing = this.batchers.get(batcherKey);
 		if (existing) {
@@ -223,11 +235,12 @@ export abstract class BaseFlagsManager implements FlagsManager {
 	private pruneStaleKeys(
 		validKeys: Set<string>,
 		user?: UserContext,
-		environment = this.config.environment
+		environment = this.config.environment,
+		clientId = this.config.clientId
 	): void {
 		for (const key of this.cache.keys()) {
 			if (
-				cacheKeyBelongsToContext(key, user, environment) &&
+				cacheKeyBelongsToContext(key, user, environment, clientId) &&
 				!validKeys.has(key)
 			) {
 				this.cache.delete(key);
@@ -242,6 +255,7 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		}
 
 		const { ttl, stale } = this.ttls();
+		const requestGeneration = this.contextGeneration;
 		const promise = this.ensureBatcher(user).request(key);
 
 		this.setCache(cacheKey, {
@@ -254,12 +268,18 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 		promise
 			.then((result) => {
+				if (!this.requestGenerationIsCurrent(requestGeneration)) {
+					return;
+				}
 				this.lastError = null;
 				this.setCache(cacheKey, resolved(result, ttl, stale));
 				this.emit();
 				this.onCacheUpdated();
 			})
 			.catch((err) => {
+				if (!this.requestGenerationIsCurrent(requestGeneration)) {
+					return;
+				}
 				const failed = this.cache.get(cacheKey);
 				if (failed?.result) {
 					this.setCache(cacheKey, {
@@ -269,6 +289,10 @@ export abstract class BaseFlagsManager implements FlagsManager {
 						staleAt: Date.now() + Math.min(stale, 5000),
 					});
 				}
+				if (err instanceof FlagsContextChangedError) {
+					this.revalidate(key, cacheKey, user);
+					return;
+				}
 				this.captureError(err);
 				logger.error(`Revalidation error: ${key}`, err);
 			});
@@ -289,7 +313,8 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		const cacheKey = getCacheKey(
 			key,
 			user ?? this.config.user,
-			this.config.environment
+			this.config.environment,
+			this.config.clientId
 		);
 		const entry = this.validEntry(cacheKey);
 
@@ -299,16 +324,28 @@ export abstract class BaseFlagsManager implements FlagsManager {
 			}
 			if (entry.result) {
 				this.onFlagEvaluated(key, entry.result);
+				return entry.result;
 			}
-			return entry.result ?? entry.promise;
+			return this.awaitPendingFlag(
+				key,
+				user,
+				entry.promise,
+				this.contextGeneration
+			);
 		}
 
 		const pending = this.cache.get(cacheKey);
 		if (pending) {
-			return pending.promise;
+			return this.awaitPendingFlag(
+				key,
+				user,
+				pending.promise,
+				this.contextGeneration
+			);
 		}
 
 		const { ttl, stale } = this.ttls();
+		const requestGeneration = this.contextGeneration;
 		const promise = this.ensureBatcher(user).request(key);
 
 		this.setCache(cacheKey, {
@@ -321,6 +358,9 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 		try {
 			const result = await promise;
+			if (!this.requestGenerationIsCurrent(requestGeneration)) {
+				return this.getFlag(key, user);
+			}
 			this.lastError = null;
 			this.setCache(cacheKey, resolved(result, ttl, stale));
 			this.emit();
@@ -328,6 +368,16 @@ export abstract class BaseFlagsManager implements FlagsManager {
 			this.onFlagEvaluated(key, result);
 			return result;
 		} catch (err) {
+			if (
+				!this.requestGenerationIsCurrent(requestGeneration) ||
+				err instanceof FlagsContextChangedError
+			) {
+				const stale = this.cache.get(cacheKey);
+				if (stale?.promise === promise && !stale.result) {
+					this.cache.delete(cacheKey);
+				}
+				return this.getFlag(key, user);
+			}
 			this.captureError(err);
 			if (!this.cache.get(cacheKey)?.result) {
 				this.cache.delete(cacheKey);
@@ -349,7 +399,13 @@ export abstract class BaseFlagsManager implements FlagsManager {
 
 		const requestUser = user ?? this.config.user;
 		const requestEnvironment = this.config.environment;
-		const requestContext = getCacheContext(requestUser, requestEnvironment);
+		const requestClientId = this.config.clientId;
+		const requestContext = getCacheContext(
+			requestUser,
+			requestEnvironment,
+			requestClientId
+		);
+		const requestGeneration = this.contextGeneration;
 		const tracksActiveContext = user === undefined;
 		const request = buildEvaluationRequest(this.config, requestUser);
 		const { ttl, stale } = this.ttls();
@@ -360,22 +416,27 @@ export abstract class BaseFlagsManager implements FlagsManager {
 				request
 			);
 			if (
-				tracksActiveContext &&
-				requestContext !==
-					getCacheContext(this.config.user, this.config.environment)
+				requestGeneration !== this.contextGeneration ||
+				(tracksActiveContext && requestContext !== this.activeCacheContext())
 			) {
 				return;
 			}
 			this.lastError = null;
 			const entries = Object.entries(flags).map(([key, result]) => ({
-				cacheKey: getCacheKey(key, requestUser, requestEnvironment),
+				cacheKey: getCacheKey(
+					key,
+					requestUser,
+					requestEnvironment,
+					requestClientId
+				),
 				entry: resolved(result, ttl, stale),
 			}));
 
 			this.pruneStaleKeys(
 				new Set(entries.map(({ cacheKey }) => cacheKey)),
 				requestUser,
-				requestEnvironment
+				requestEnvironment,
+				requestClientId
 			);
 
 			for (const { cacheKey, entry } of entries) {
@@ -387,9 +448,8 @@ export abstract class BaseFlagsManager implements FlagsManager {
 			this.onCacheUpdated();
 		} catch (err) {
 			if (
-				tracksActiveContext &&
-				requestContext !==
-					getCacheContext(this.config.user, this.config.environment)
+				requestGeneration !== this.contextGeneration ||
+				(tracksActiveContext && requestContext !== this.activeCacheContext())
 			) {
 				return;
 			}
@@ -412,7 +472,8 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		const cacheKey = getCacheKey(
 			key,
 			this.config.user,
-			this.config.environment
+			this.config.environment,
+			this.config.clientId
 		);
 		const entry = this.validEntry(cacheKey);
 
@@ -446,7 +507,8 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		const cacheKey = getCacheKey(
 			key,
 			this.config.user,
-			this.config.environment
+			this.config.environment,
+			this.config.clientId
 		);
 		const entry = this.validEntry(cacheKey);
 
@@ -470,14 +532,15 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		const nextUser = this.enrichUser(user);
 		const contextChanged = this.activeContextChanged(
 			nextUser,
-			this.config.environment
+			this.config.environment,
+			this.config.clientId
 		);
 		this.config = { ...this.config, user: nextUser };
-		this.resetBatchers();
 		if (contextChanged) {
 			this.clearActiveContextState();
 			this.emit();
 		}
+		this.resetBatchers(new FlagsContextChangedError());
 		this.refresh().catch((err) => logger.error("Refresh error:", err));
 	}
 
@@ -486,8 +549,8 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		options?: { force?: boolean }
 	): Promise<void> {
 		if (forceClear) {
-			this.cache.clear();
-			this.storage?.clear();
+			this.clearActiveContextState();
+			this.resetBatchers(new FlagsContextChangedError());
 			this.emit();
 		}
 		await this.fetchAllFlags(undefined, options);
@@ -498,13 +561,14 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		const nextConfig = { ...this.config, ...config };
 		const contextChanged = this.activeContextChanged(
 			nextConfig.user,
-			nextConfig.environment
+			nextConfig.environment,
+			nextConfig.clientId
 		);
 		this.config = nextConfig;
-		this.resetBatchers();
 		if (contextChanged) {
 			this.clearActiveContextState();
 		}
+		this.resetBatchers(new FlagsContextChangedError());
 		this.emit();
 
 		if (
@@ -624,20 +688,29 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		}
 	}
 
-	private resetBatchers(): void {
+	private resetBatchers(error?: Error): void {
 		for (const batcher of this.batchers.values()) {
-			batcher.destroy();
+			batcher.destroy(error);
 		}
 		this.batchers.clear();
 	}
 
 	private activeContextChanged(
 		nextUser: UserContext | undefined,
-		nextEnvironment: string | undefined
+		nextEnvironment: string | undefined,
+		nextClientId: string
 	): boolean {
 		return (
-			getCacheContext(this.config.user, this.config.environment) !==
-			getCacheContext(nextUser, nextEnvironment)
+			this.activeCacheContext() !==
+			getCacheContext(nextUser, nextEnvironment, nextClientId)
+		);
+	}
+
+	private activeCacheContext(): string {
+		return getCacheContext(
+			this.config.user,
+			this.config.environment,
+			this.config.clientId
 		);
 	}
 
@@ -645,16 +718,44 @@ export abstract class BaseFlagsManager implements FlagsManager {
 		return cacheKeyBelongsToContext(
 			cacheKey,
 			this.config.user,
-			this.config.environment
+			this.config.environment,
+			this.config.clientId
 		);
 	}
 
 	private clearActiveContextState(): void {
+		this.contextGeneration += 1;
 		this.cache.clear();
 		this.storage?.clear();
 		this.lastError = null;
 	}
 
+	private requestGenerationIsCurrent(generation: number): boolean {
+		return generation === this.contextGeneration;
+	}
+
+	private async awaitPendingFlag(
+		key: string,
+		user: UserContext | undefined,
+		promise: Promise<FlagResult>,
+		requestGeneration: number
+	): Promise<FlagResult> {
+		try {
+			const result = await promise;
+			return this.requestGenerationIsCurrent(requestGeneration)
+				? result
+				: this.getFlag(key, user);
+		} catch (error) {
+			if (
+				!this.requestGenerationIsCurrent(requestGeneration) ||
+				error instanceof FlagsContextChangedError
+			) {
+				return this.getFlag(key, user);
+			}
+			throw error;
+		}
+	}
+
 	private captureError(error: unknown): void {
 		this.lastError =
 			error instanceof FlagsRequestError
diff --git a/packages/sdk/src/core/flags/shared.ts b/packages/sdk/src/core/flags/shared.ts
index 9ac1306b9..f47c3dfd4 100644
--- a/packages/sdk/src/core/flags/shared.ts
+++ b/packages/sdk/src/core/flags/shared.ts
@@ -16,10 +16,14 @@ export const DEFAULT_RESULT: FlagResult = {
 
 export function getCacheContext(
 	user?: UserContext,
-	environment?: string
+	environment?: string,
+	clientId?: string
 ): string {
 	const params = new URLSearchParams();
 
+	if (clientId) {
+		params.set("clientId", clientId);
+	}
 	if (user?.userId) {
 		params.set("userId", user.userId);
 	}
@@ -45,9 +49,10 @@ export function getCacheContext(
 export function getCacheKey(
 	key: string,
 	user?: UserContext,
-	environment?: string
+	environment?: string,
+	clientId?: string
 ): string {
-	const context = getCacheContext(user, environment);
+	const context = getCacheContext(user, environment, clientId);
 	if (!context) {
 		return key;
 	}
@@ -62,15 +67,23 @@ export function getFlagKey(cacheKey: string): string {
 export function cacheKeyBelongsToContext(
 	cacheKey: string,
 	user?: UserContext,
-	environment?: string
+	environment?: string,
+	clientId?: string
 ): boolean {
-	const context = getCacheContext(user, environment);
+	const context = getCacheContext(user, environment, clientId);
 	if (!context) {
 		return !cacheKey.includes(CACHE_CONTEXT_SEPARATOR);
 	}
 	return cacheKey.endsWith(`${CACHE_CONTEXT_SEPARATOR}${context}`);
 }
 
+export class FlagsContextChangedError extends Error {
+	constructor() {
+		super("Flag evaluation context changed");
+		this.name = "FlagsContextChangedError";
+	}
+}
+
 export function buildQueryParams(config: FlagsConfig): URLSearchParams {
 	const params = new URLSearchParams();
 	params.set("clientId", config.clientId);
@@ -302,11 +315,16 @@ export class RequestBatcher {
 		}
 	}
 
-	destroy(): void {
+	destroy(error: Error = new Error("Flag request batcher destroyed")): void {
 		if (this.timer) {
 			clearTimeout(this.timer);
 			this.timer = null;
 		}
+		for (const callbacks of this.pending.values()) {
+			for (const callback of callbacks) {
+				callback.reject(error);
+			}
+		}
 		this.pending.clear();
 	}
 }
diff --git a/packages/sdk/tests/flags.spec.ts b/packages/sdk/tests/flags.spec.ts
index c0e4f7131..f2e60a5ae 100644
--- a/packages/sdk/tests/flags.spec.ts
+++ b/packages/sdk/tests/flags.spec.ts
@@ -525,6 +525,53 @@ test.describe("BrowserFlagsManager", () => {
 			expect(capturedUserIds).toContain("user-b");
 		});
 
+		test("fresh managers discard another client and legacy persisted flags", async ({
+			page,
+		}) => {
+			const result = await page.evaluate(async () => {
+				localStorage.removeItem("db-flags");
+				const SDK = window.__SDK__;
+				const storage = new SDK.BrowserFlagStorage();
+				const enabledFlag = {
+					enabled: true,
+					payload: null,
+					reason: "MATCH",
+					value: true,
+				};
+				storage.setAll({
+					[SDK.getCacheKey(
+						"client-a-only",
+						{ userId: "shared-user" },
+						undefined,
+						"client-a"
+					)]: enabledFlag,
+					[SDK.getCacheKey("legacy-only", { userId: "shared-user" })]:
+						enabledFlag,
+				});
+
+				const manager = new SDK.BrowserFlagsManager({
+					config: {
+						autoFetch: false,
+						clientId: "client-b",
+						user: { userId: "shared-user" },
+					},
+					storage,
+				});
+				await new Promise((resolve) => setTimeout(resolve, 20));
+				const flags = manager.getSnapshot().flags;
+				const persisted = storage.getAll();
+				manager.destroy();
+
+				return {
+					flags: Object.keys(flags),
+					persisted: Object.keys(persisted),
+				};
+			});
+
+			expect(result.flags).toEqual([]);
+			expect(result.persisted).toEqual([]);
+		});
+
 		test("injects anonymous ID when no user identity provided", async ({
 			page,
 		}) => {
diff --git a/packages/sdk/tests/server-flags-manager.test.ts b/packages/sdk/tests/server-flags-manager.test.ts
index bc1fec5d0..7f2a77121 100644
--- a/packages/sdk/tests/server-flags-manager.test.ts
+++ b/packages/sdk/tests/server-flags-manager.test.ts
@@ -539,6 +539,242 @@ describe("ServerFlagsManager", () => {
 			expect(manager.getSnapshot().flags["staging-only"]).toBeUndefined();
 		});
 
+		it("clears and fetches again when the client changes", async () => {
+			fetchMock.restore();
+			const clientIds: unknown[] = [];
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					clientIds.push(body.clientId);
+					return Response.json({
+						flags:
+							body.clientId === "client-a"
+								? { "client-a-only": FLAG_ENABLED }
+								: { "client-b-only": FLAG_ENABLED },
+					});
+				}
+			) as typeof fetch;
+
+			const manager = await create({
+				clientId: "client-a",
+				autoFetch: true,
+			});
+			expect(manager.getSnapshot().flags["client-a-only"]).toBeDefined();
+
+			manager.updateConfig({ clientId: "client-b" });
+			await sleep(50);
+
+			expect(clientIds).toContain("client-b");
+			expect(manager.getSnapshot().flags["client-a-only"]).toBeUndefined();
+			expect(manager.getSnapshot().flags["client-b-only"]).toBeDefined();
+		});
+
+		it("does not expose prior-client flags when the new client fetch fails", async () => {
+			fetchMock.restore();
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					if (body.clientId === "client-b") {
+						return Response.json(
+							{ error: "Flag service unavailable" },
+							{ status: 503 }
+						);
+					}
+					return Response.json({
+						flags: { "client-a-only": FLAG_ENABLED },
+					});
+				}
+			) as typeof fetch;
+
+			const manager = await create({
+				clientId: "client-a",
+				autoFetch: true,
+			});
+			expect(manager.getSnapshot().flags["client-a-only"]).toBeDefined();
+
+			manager.updateConfig({ clientId: "client-b" });
+			await sleep(50);
+
+			expect(manager.getSnapshot().flags["client-a-only"]).toBeUndefined();
+			expect(manager.getMemoryFlags()["client-a-only"]).toBeUndefined();
+			expect(manager.getLastError()).toMatchObject({
+				status: 503,
+				retryable: true,
+			});
+		});
+
+		it("settles a pre-flush getFlag against the new identity", async () => {
+			fetchMock.restore();
+			const bodies: Array<Record<string, unknown>> = [];
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					bodies.push(body);
+					return Response.json({
+						flags: {
+							audience: {
+								...FLAG_ENABLED,
+								payload: { audience: body.userId },
+							},
+						},
+					});
+				}
+			) as typeof fetch;
+
+			const manager = await create({
+				clientId: "test-id",
+				user: { userId: "user-a" },
+			});
+			const pending = manager.getFlag("audience");
+			manager.updateUser({ userId: "user-b" });
+
+			const result = await Promise.race([
+				pending,
+				sleep(250).then(() => {
+					throw new Error("getFlag did not settle after the context switch");
+				}),
+			]);
+
+			expect(result.payload).toEqual({ audience: "user-b" });
+			expect(bodies.some((body) => body.userId === "user-b")).toBe(true);
+		});
+
+		it("redirects every concurrent in-flight caller to the new identity", async () => {
+			fetchMock.restore();
+			let markUserAStarted: () => void;
+			const userAStarted = new Promise<void>((resolve) => {
+				markUserAStarted = resolve;
+			});
+			let resolveUserA: (response: Response) => void;
+			const userAResponse = new Promise<Response>((resolve) => {
+				resolveUserA = resolve;
+			});
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					if (body.userId === "user-a") {
+						markUserAStarted();
+						return userAResponse;
+					}
+					return Response.json({
+						flags: {
+							audience: {
+								...FLAG_ENABLED,
+								payload: { audience: "user-b" },
+							},
+						},
+					});
+				}
+			) as typeof fetch;
+
+			const manager = await create({
+				clientId: "test-id",
+				user: { userId: "user-a" },
+			});
+			const first = manager.getFlag("audience");
+			const second = manager.getFlag("audience");
+			await userAStarted;
+
+			manager.updateUser({ userId: "user-b" });
+			resolveUserA(
+				Response.json({
+					flags: {
+						audience: {
+							...FLAG_ENABLED,
+							payload: { audience: "user-a" },
+						},
+					},
+				})
+			);
+
+			const [firstResult, secondResult] = await Promise.all([first, second]);
+			expect(firstResult.payload).toEqual({ audience: "user-b" });
+			expect(secondResult.payload).toEqual({ audience: "user-b" });
+			expect(manager.getSnapshot().flags.audience?.payload).toEqual({
+				audience: "user-b",
+			});
+		});
+
+		it("does not cache a stale revalidation after an identity switch", async () => {
+			fetchMock.restore();
+			let userACalls = 0;
+			let markRevalidationStarted: () => void;
+			const revalidationStarted = new Promise<void>((resolve) => {
+				markRevalidationStarted = resolve;
+			});
+			let resolveRevalidation: (response: Response) => void;
+			const revalidationResponse = new Promise<Response>((resolve) => {
+				resolveRevalidation = resolve;
+			});
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					if (body.userId === "user-a") {
+						userACalls += 1;
+						if (userACalls > 1) {
+							markRevalidationStarted();
+							return revalidationResponse;
+						}
+						return Response.json({
+							flags: { audience: FLAG_ENABLED },
+						});
+					}
+					return Response.json({
+						flags: {
+							audience: {
+								...FLAG_ENABLED,
+								payload: { audience: "user-b" },
+							},
+						},
+					});
+				}
+			) as typeof fetch;
+
+			const manager = await create({
+				clientId: "test-id",
+				staleTime: 1,
+				user: { userId: "user-a" },
+			});
+			await manager.getFlag("audience");
+			await sleep(5);
+			await manager.getFlag("audience");
+			await revalidationStarted;
+
+			manager.updateUser({ userId: "user-b" });
+			await sleep(20);
+			resolveRevalidation(
+				Response.json({
+					flags: {
+						audience: {
+							...FLAG_ENABLED,
+							payload: { audience: "user-a-stale" },
+						},
+					},
+				})
+			);
+			await sleep(20);
+
+			expect(manager.getSnapshot().flags.audience?.payload).toEqual({
+				audience: "user-b",
+			});
+			expect(manager.getDevtoolsConfig().cacheSize).toBe(1);
+		});
+
 		it("ignores an old identity response that finishes after a switch", async () => {
 			fetchMock.restore();
 			let markUserAStarted: () => void;
@@ -612,6 +848,58 @@ describe("ServerFlagsManager", () => {
 			const flagsAfter = manager.getMemoryFlags();
 			expect(Object.keys(flagsAfter).length).toBeGreaterThan(0);
 		});
+
+		it("forceClear prevents an in-flight single fetch from restoring stale data", async () => {
+			fetchMock.restore();
+			let markSingleStarted: () => void;
+			const singleStarted = new Promise<void>((resolve) => {
+				markSingleStarted = resolve;
+			});
+			let resolveSingle: (response: Response) => void;
+			const singleResponse = new Promise<Response>((resolve) => {
+				resolveSingle = resolve;
+			});
+			globalThis.fetch = mock(
+				async (_input: string | URL | Request, init?: RequestInit) => {
+					const body =
+						typeof init?.body === "string"
+							? (JSON.parse(init.body) as Record<string, unknown>)
+							: {};
+					if (Array.isArray(body.keys)) {
+						markSingleStarted();
+						return singleResponse;
+					}
+					return Response.json({
+						flags: {
+							audience: {
+								...FLAG_ENABLED,
+								payload: { version: "fresh" },
+							},
+						},
+					});
+				}
+			) as typeof fetch;
+
+			const manager = await create({ clientId: "test-id" });
+			const pending = manager.getFlag("audience");
+			await singleStarted;
+			await manager.refresh(true);
+			resolveSingle(
+				Response.json({
+					flags: {
+						audience: {
+							...FLAG_ENABLED,
+							payload: { version: "stale" },
+						},
+					},
+				})
+			);
+
+			expect((await pending).payload).toEqual({ version: "fresh" });
+			expect(manager.getSnapshot().flags.audience?.payload).toEqual({
+				version: "fresh",
+			});
+		});
 	});
 
 	describe("isEnabled (synchronous)", () => {

From 3bceb3f0ee944be770b9a293a98989e6e10e6be5 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:31:14 +0300
Subject: [PATCH 101/129] feat(tracker): capture page path on custom events and
 hash routes

---
 packages/tracker/src/core/tracker.ts | 18 +++++++++++++-----
 packages/tracker/src/core/types.ts   |  1 +
 2 files changed, 14 insertions(+), 5 deletions(-)

diff --git a/packages/tracker/src/core/tracker.ts b/packages/tracker/src/core/tracker.ts
index 67f451cca..d4518fe07 100644
--- a/packages/tracker/src/core/tracker.ts
+++ b/packages/tracker/src/core/tracker.ts
@@ -516,6 +516,17 @@ export class BaseTracker {
 		clearStoredTrackingState();
 	}
 
+	currentPath(): string {
+		const path = buildPagePath(
+			window.location.origin,
+			window.location.pathname,
+			this.options.maskPatterns
+		);
+		return this.options.trackHashChanges
+			? `${path}${window.location.hash}`
+			: path;
+	}
+
 	getBaseContext(): EventContext {
 		if (this.isServer()) {
 			return {} as EventContext;
@@ -529,11 +540,7 @@ export class BaseTracker {
 		}
 
 		return {
-			path: buildPagePath(
-				window.location.origin,
-				window.location.pathname,
-				this.options.maskPatterns
-			),
+			path: this.currentPath(),
 			title: document.title,
 			referrer: sanitizePageUrl(document.referrer),
 			viewport_size: width && height ? `${width}x${height}` : undefined,
@@ -708,6 +715,7 @@ export class BaseTracker {
 		const event: TrackEventPayload = {
 			name,
 			timestamp: Date.now(),
+			path: this.isServer() ? undefined : this.currentPath(),
 			properties,
 			anonymousId: this.anonymousId,
 			anonymizeVisitorIds: this.options.anonymizeVisitorIds,
diff --git a/packages/tracker/src/core/types.ts b/packages/tracker/src/core/types.ts
index e03b7816d..517292c51 100644
--- a/packages/tracker/src/core/types.ts
+++ b/packages/tracker/src/core/types.ts
@@ -106,6 +106,7 @@ export type ErrorSpan = {
 export type TrackEventPayload = {
 	name: string;
 	timestamp: number;
+	path?: string;
 	properties?: Record<string, unknown>;
 	anonymousId?: string;
 	anonymizeVisitorIds?: boolean | "auto";

From a0bb00a3f854c06db31c0de86676a02cbde96c21 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:31:24 +0300
Subject: [PATCH 102/129] feat(basket): persist page path on custom events

---
 apps/basket/src/routes/track-event-schema.ts | 1 +
 apps/basket/src/routes/track.ts              | 1 +
 2 files changed, 2 insertions(+)

diff --git a/apps/basket/src/routes/track-event-schema.ts b/apps/basket/src/routes/track-event-schema.ts
index 67211fa35..d42ede91e 100644
--- a/apps/basket/src/routes/track-event-schema.ts
+++ b/apps/basket/src/routes/track-event-schema.ts
@@ -48,6 +48,7 @@ const anonymizeVisitorIds = z
 const trackEventObject = z.object({
 	name: z.string().min(1).max(256),
 	namespace: z.string().max(64).optional(),
+	path: z.string().max(VALIDATION_LIMITS.STRING_MAX_LENGTH).optional(),
 	timestamp: timestampSchema.optional(),
 	properties: boundedProperties.optional(),
 	anonymousId: z.string().max(256).optional(),
diff --git a/apps/basket/src/routes/track.ts b/apps/basket/src/routes/track.ts
index 8953dfd15..a7d7db519 100644
--- a/apps/basket/src/routes/track.ts
+++ b/apps/basket/src/routes/track.ts
@@ -373,6 +373,7 @@ export const trackRoute = new Elysia().post(
 				timestamp: parseTimestamp(event.timestamp, now),
 				event_name: event.name,
 				namespace: event.namespace,
+				path: event.path,
 				properties: event.properties,
 				anonymous_id: event.anonymousId,
 				anonymizeVisitorIds: event.anonymizeVisitorIds,

From d34e824283704fb029976a8ea9ce20c3f994c401 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:32:00 +0300
Subject: [PATCH 103/129] feat(shared): add insights domain types and helpers

---
 packages/shared/package.json         |   1 +
 packages/shared/src/insights.test.ts | 437 ++++++++++++++++++++++
 packages/shared/src/insights.ts      | 527 +++++++++++++++++++++++++++
 3 files changed, 965 insertions(+)
 create mode 100644 packages/shared/src/insights.test.ts
 create mode 100644 packages/shared/src/insights.ts

diff --git a/packages/shared/package.json b/packages/shared/package.json
index 814bd2a46..fa5431d88 100644
--- a/packages/shared/package.json
+++ b/packages/shared/package.json
@@ -22,6 +22,7 @@
     "./agent-credits": "./src/agent-credits.ts",
     "./tracking-blocks": "./src/tracking-blocks.ts",
     "./http-error-response": "./src/http-error-response.ts",
+    "./insights": "./src/insights.ts",
     "./evlog-fields": "./src/evlog-fields.ts",
     "./evlog-redaction": "./src/evlog-redaction.ts",
     "./evlog-superlog": "./src/evlog-superlog.ts"
diff --git a/packages/shared/src/insights.test.ts b/packages/shared/src/insights.test.ts
new file mode 100644
index 000000000..998f87471
--- /dev/null
+++ b/packages/shared/src/insights.test.ts
@@ -0,0 +1,437 @@
+import { describe, expect, it } from "bun:test";
+import {
+	deriveInsightSubjectKey,
+	generatedInsightSchema,
+	type InsightDedupeInput,
+	investigationEvidenceSchema,
+	investigationResultSchema,
+	investigationSignalSchema,
+	investigationSubmissionSchema,
+	insightDedupeKey,
+} from "./insights";
+
+const baseInsight = {
+	title: "Pricing page traffic up 28%",
+	description: "Pricing visitors grew while bounce rate improved.",
+	suggestion: "Review the next high-intent step.",
+	metrics: [
+		{
+			label: "Pricing Page Visitors",
+			current: 640,
+			previous: 500,
+			format: "number" as const,
+		},
+	],
+	severity: "info" as const,
+	sentiment: "positive" as const,
+	priority: 6,
+	type: "traffic_spike" as const,
+	subjectKey: "pricing_page",
+	sources: ["web" as const],
+	confidence: 0.82,
+};
+
+describe("generatedInsightSchema", () => {
+	it("accepts the generated contract", () => {
+		expect(generatedInsightSchema.safeParse(baseInsight).success).toBe(true);
+		expect(
+			generatedInsightSchema.safeParse({
+				...baseInsight,
+				impactSummary: "Revenue at risk if not addressed.",
+			}).success
+		).toBe(true);
+	});
+
+	it("requires one to five metrics", () => {
+		expect(
+			generatedInsightSchema.safeParse({ ...baseInsight, metrics: [] }).success
+		).toBe(false);
+		expect(
+			generatedInsightSchema.safeParse({
+				...baseInsight,
+				metrics: Array.from({ length: 6 }, (_, index) => ({
+					label: `Metric ${index}`,
+					current: index,
+					format: "number" as const,
+				})),
+			}).success
+		).toBe(false);
+	});
+});
+
+const signal = {
+	signalKey: "site-1|goal|signup|completion_rate",
+	websiteId: "site-1",
+	kind: "absolute_state" as const,
+	insightType: "conversion_leak" as const,
+	entity: {
+		type: "goal" as const,
+		id: "signup",
+		label: "Signup completed",
+	},
+	metric: {
+		key: "goal_completion_rate",
+		label: "Signup completion rate",
+		current: 0,
+		previous: 0.18,
+		format: "percent" as const,
+	},
+	changePercent: -100,
+	direction: "down" as const,
+	severity: "critical" as const,
+	sentiment: "negative" as const,
+	priority: 10,
+	period: {
+		current: { from: "2026-07-01", to: "2026-07-07" },
+		previous: { from: "2026-06-24", to: "2026-06-30" },
+	},
+	detectedAt: "2026-07-08",
+	detection: {
+		method: "rule" as const,
+		reason: "The configured goal received traffic but no completions.",
+	},
+	sampleSize: { current: 412, previous: 389 },
+};
+
+const evidenceBase = {
+	evidenceId: "evidence:goal-definition",
+	signalKey: signal.signalKey,
+	kind: "definition" as const,
+	source: "product" as const,
+	queryType: "goal_configuration",
+	period: "current" as const,
+	range: { from: "2026-07-01", to: "2026-07-07" },
+};
+
+describe("investigationSignalSchema", () => {
+	it("accepts a complete backend-owned signal", () => {
+		expect(investigationSignalSchema.parse(signal)).toEqual(signal);
+	});
+
+	it("requires exact entity identity and comparison windows", () => {
+		expect(
+			investigationSignalSchema.safeParse({
+				...signal,
+				entity: { type: "goal", label: "Signup completed" },
+			}).success
+		).toBe(false);
+		expect(
+			investigationSignalSchema.safeParse({
+				...signal,
+				period: {
+					...signal.period,
+					current: { from: "last week", to: "2026-07-07" },
+				},
+			}).success
+		).toBe(false);
+	});
+
+	it("rejects model-authored identity fields", () => {
+		expect(
+			investigationSignalSchema.safeParse({
+				...signal,
+				subjectKey: "signup",
+			}).success
+		).toBe(false);
+	});
+
+	it("requires exact sparse baseline dates for zscore signals", () => {
+		const baselineDates = [
+			"2026-06-24",
+			"2026-06-25",
+			"2026-06-26",
+			"2026-06-27",
+			"2026-06-28",
+			"2026-06-30",
+		];
+		const zscoreSignal = {
+			...signal,
+			period: {
+				...signal.period,
+				previous: { from: baselineDates[0], to: baselineDates.at(-1) },
+			},
+			detection: {
+				method: "zscore",
+				reason: "The latest day differs from comparable historical days.",
+				baselineDates,
+			},
+		};
+
+		expect(investigationSignalSchema.safeParse(zscoreSignal).success).toBe(true);
+		expect(
+			investigationSignalSchema.safeParse({
+				...zscoreSignal,
+				detection: { ...zscoreSignal.detection, baselineDates: undefined },
+			}).success
+		).toBe(false);
+		expect(
+			investigationSignalSchema.safeParse({
+				...zscoreSignal,
+				detection: {
+					...zscoreSignal.detection,
+					baselineDates: baselineDates.slice(1),
+				},
+			}).success
+		).toBe(false);
+	});
+});
+
+describe("investigationEvidenceSchema", () => {
+	it("keeps usable, empty, truncated, and failed query states distinct", () => {
+		expect(
+			investigationEvidenceSchema.safeParse({
+				...evidenceBase,
+				status: "ok",
+				rowCount: 1,
+				summary: "The goal is configured for signup_completed.",
+			}).success
+		).toBe(true);
+		expect(
+			investigationEvidenceSchema.safeParse({
+				...evidenceBase,
+				status: "empty",
+				rowCount: 0,
+				summary: "No signup_completed events were recorded.",
+			}).success
+		).toBe(true);
+		expect(
+			investigationEvidenceSchema.safeParse({
+				...evidenceBase,
+				status: "truncated",
+				rowCount: 147,
+				summary: "The first 100 event names contain no exact match.",
+				truncationReason: "The event-name query reached its row limit.",
+			}).success
+		).toBe(true);
+		expect(
+			investigationEvidenceSchema.safeParse({
+				...evidenceBase,
+				status: "failed",
+				rowCount: 0,
+				error: "The analytics query timed out.",
+			}).success
+		).toBe(true);
+	});
+
+	it("does not let failed or empty queries masquerade as measured evidence", () => {
+		const metrics = [{ label: "Completions", current: 0, format: "number" }];
+		expect(
+			investigationEvidenceSchema.safeParse({
+				...evidenceBase,
+				status: "failed",
+				rowCount: 0,
+				error: "The analytics query timed out.",
+				metrics,
+			}).success
+		).toBe(false);
+		expect(
+			investigationEvidenceSchema.safeParse({
+				...evidenceBase,
+				status: "empty",
+				rowCount: 0,
+				summary: "No rows matched.",
+				metrics,
+			}).success
+		).toBe(false);
+	});
+
+	it("requires exact ranges for standard periods", () => {
+		expect(
+			investigationEvidenceSchema.safeParse({
+				...evidenceBase,
+				status: "ok",
+				rowCount: 1,
+				range: null,
+				summary: "The goal is configured.",
+			}).success
+		).toBe(false);
+		expect(
+			investigationEvidenceSchema.safeParse({
+				...evidenceBase,
+				source: "sql",
+				period: "custom",
+				range: null,
+				status: "ok",
+				rowCount: 1,
+				summary: "The scoped query returned one aggregate row.",
+			}).success
+		).toBe(true);
+	});
+});
+
+const actionReadyResult = {
+	signalKey: signal.signalKey,
+	disposition: "action_ready" as const,
+	evidenceIds: [evidenceBase.evidenceId],
+	title: "Signup tracking stopped",
+	summary: "Visitors reach signup, but its configured completion event is absent.",
+	action: "Restore the signup_completed event on successful signup.",
+	confidence: 0.94,
+	rootCause: "The configured completion event is no longer emitted.",
+	verification: {
+		successCondition: "signup_completed is recorded after successful signup.",
+		checkAfterDays: 1,
+	},
+};
+
+describe("investigationResultSchema", () => {
+	it("accepts an evidence-cited action with a verification plan", () => {
+		expect(investigationResultSchema.parse(actionReadyResult)).toEqual(
+			actionReadyResult
+		);
+	});
+
+	it("allows missing context without fabricated evidence", () => {
+		expect(
+			investigationResultSchema.safeParse({
+				signalKey: signal.signalKey,
+				disposition: "needs_context",
+				evidenceIds: [],
+				summary: "The goal definition cannot be loaded.",
+				confidence: 1,
+				missingContext: "The configured event name and matching rules.",
+				question: "Which event should complete this goal?",
+			}).success
+		).toBe(true);
+	});
+
+	it("requires evidence for conclusions and an escalation threshold to monitor", () => {
+		expect(
+			investigationResultSchema.safeParse({
+				...actionReadyResult,
+				evidenceIds: [],
+			}).success
+		).toBe(false);
+		expect(
+			investigationResultSchema.safeParse({
+				signalKey: signal.signalKey,
+				disposition: "monitor",
+				evidenceIds: [evidenceBase.evidenceId],
+				summary: "One incomplete day is not enough to establish a break.",
+				confidence: 0.72,
+				checkAfterDays: 2,
+			}).success
+		).toBe(false);
+	});
+
+	it("rejects duplicate evidence citations", () => {
+		expect(
+			investigationResultSchema.safeParse({
+				...actionReadyResult,
+				evidenceIds: [evidenceBase.evidenceId, evidenceBase.evidenceId],
+			}).success
+		).toBe(false);
+	});
+});
+
+describe("investigationSubmissionSchema", () => {
+	it("submits one terminal result per signal", () => {
+		expect(
+			investigationSubmissionSchema.safeParse({
+				results: [actionReadyResult],
+			}).success
+		).toBe(true);
+		expect(
+			investigationSubmissionSchema.safeParse({
+				results: [
+					actionReadyResult,
+					{
+						signalKey: signal.signalKey,
+						disposition: "not_a_problem",
+						evidenceIds: [evidenceBase.evidenceId],
+						summary: "This was an expected configuration change.",
+						confidence: 0.98,
+					},
+				],
+			}).success
+		).toBe(false);
+	});
+});
+
+describe("deriveInsightSubjectKey", () => {
+	it("normalizes the explicit key", () => {
+		expect(
+			deriveInsightSubjectKey({
+				subjectKey: "  Google / Organic  ",
+				type: "traffic_spike",
+			})
+		).toBe("google_organic");
+	});
+
+	it("falls back through title and type", () => {
+		expect(
+			deriveInsightSubjectKey({
+				subjectKey: "",
+				title: "Bounce Rate Spike",
+				type: "engagement_change",
+			})
+		).toBe("bounce_rate_spike");
+		expect(
+			deriveInsightSubjectKey({
+				subjectKey: null,
+				title: null,
+				type: "performance",
+			})
+		).toBe("performance");
+	});
+
+	it("trims separators and limits keys to 80 characters", () => {
+		expect(
+			deriveInsightSubjectKey({
+				subjectKey: "---hello---",
+				type: "performance",
+			})
+		).toBe("hello");
+		expect(
+			deriveInsightSubjectKey({
+				subjectKey: "a".repeat(100),
+				type: "performance",
+			}).length
+		).toBe(80);
+	});
+});
+
+describe("insightDedupeKey", () => {
+	const base: InsightDedupeInput = {
+		websiteId: "site-1",
+		type: "traffic_spike",
+		sentiment: "positive",
+		changePercent: 15,
+		subjectKey: "google",
+	};
+
+	it("includes website, type, direction, and subject", () => {
+		expect(insightDedupeKey(base)).toBe(
+			"site-1|traffic_spike|up|google"
+		);
+		expect(insightDedupeKey({ ...base, changePercent: -10 })).toBe(
+			"site-1|traffic_spike|down|google"
+		);
+	});
+
+	it("uses sentiment when change is absent or flat", () => {
+		expect(
+			insightDedupeKey({ ...base, changePercent: 0, sentiment: "negative" })
+		).toBe("site-1|traffic_spike|down|google");
+		expect(
+			insightDedupeKey({
+				...base,
+				changePercent: null,
+				sentiment: "neutral",
+			})
+		).toBe("site-1|traffic_spike|flat|google");
+	});
+
+	it("falls back to the title for missing subject keys", () => {
+		expect(
+			insightDedupeKey({
+				websiteId: "site-1",
+				type: "error_spike",
+				sentiment: "negative",
+				changePercent: -5,
+				subjectKey: null,
+				title: "404 errors rising",
+			})
+		).toBe("site-1|error_spike|down|404_errors_rising");
+	});
+});
diff --git a/packages/shared/src/insights.ts b/packages/shared/src/insights.ts
new file mode 100644
index 000000000..04697c3b9
--- /dev/null
+++ b/packages/shared/src/insights.ts
@@ -0,0 +1,527 @@
+import { z } from "zod";
+
+export const weekOverWeekPeriodSchema = z
+	.object({
+		current: z
+			.object({
+				from: z.iso.date(),
+				to: z.iso.date(),
+			})
+			.strict(),
+		previous: z
+			.object({
+				from: z.iso.date(),
+				to: z.iso.date(),
+			})
+			.strict(),
+	})
+	.strict();
+
+export type WeekOverWeekPeriod = z.infer<typeof weekOverWeekPeriodSchema>;
+
+const generatedInsightTypes = [
+	"error_spike",
+	"new_errors",
+	"vitals_degraded",
+	"custom_event_spike",
+	"traffic_drop",
+	"traffic_spike",
+	"bounce_rate_change",
+	"engagement_change",
+	"referrer_change",
+	"page_trend",
+	"positive_trend",
+	"performance",
+	"uptime_issue",
+	"conversion_leak",
+	"funnel_regression",
+	"channel_concentration",
+	"reliability_improved",
+	"persistent_error_hotspot",
+	"quality_shift",
+	"performance_improved",
+	"segment_regression",
+	"error_impact",
+	"cross_signal",
+] as const;
+
+const generatedInsightActionTypes = [
+	"fix_goal",
+	"create_funnel",
+	"add_custom_event",
+	"create_annotation",
+	"add_tracking",
+	"investigate_further",
+] as const;
+
+export const insightSeveritySchema = z.enum(["critical", "warning", "info"]);
+export const insightSentimentSchema = z.enum([
+	"positive",
+	"neutral",
+	"negative",
+]);
+export const insightSourceSchema = z.enum([
+	"web",
+	"product",
+	"ops",
+	"business",
+]);
+const generatedInsightTypeSchema = z.enum(generatedInsightTypes);
+export const storedInsightTypeSchema = z.enum([
+	...generatedInsightTypes,
+	"cross_property_dependency",
+	"deploy_correlation",
+]);
+const generatedInsightActionTypeSchema = z.enum(generatedInsightActionTypes);
+const storedInsightActionTypeSchema = z.enum([
+	...generatedInsightActionTypes,
+	"update_config",
+	"code_fix",
+]);
+
+export const insightMetricSchema = z.object({
+	label: z
+		.string()
+		.describe("Short user-facing label, including the segment when relevant."),
+	current: z.number().describe("Value for current period"),
+	previous: z.number().optional().describe("Value for previous period"),
+	format: z
+		.enum(["number", "percent", "duration_ms", "duration_s"])
+		.default("number"),
+});
+
+export const insightEvidenceSchema = z.object({
+	type: z.enum(["segment", "error", "annotation", "temporal", "metric"]),
+	description: z.string(),
+});
+
+const generatedInsightActionSchema = z.object({
+	type: generatedInsightActionTypeSchema,
+	label: z.string().describe("Short button label"),
+	params: z
+		.record(z.string(), z.string())
+		.describe("Action-specific string parameters"),
+});
+
+export const storedInsightActionSchema = generatedInsightActionSchema.extend({
+	type: storedInsightActionTypeSchema,
+});
+
+const insightShape = {
+	title: z
+		.string()
+		.describe("Outcome-first plain-English headline under 80 characters."),
+	description: z
+		.string()
+		.describe("What happened and why it matters, under 300 characters."),
+	suggestion: z
+		.string()
+		.describe("One specific action in plain English, under 300 characters."),
+	metrics: z
+		.array(insightMetricSchema)
+		.min(1)
+		.max(5)
+		.describe(
+			"Primary metric first, followed only by useful supporting metrics."
+		),
+	severity: insightSeveritySchema,
+	sentiment: insightSentimentSchema.describe(
+		"positive = improving metric, neutral = stable, negative = declining or broken"
+	),
+	priority: z
+		.number()
+		.min(1)
+		.max(10)
+		.describe(
+			"1-10 from actionability and measured business impact, not raw percentage size."
+		),
+	changePercent: z
+		.number()
+		.optional()
+		.describe("Signed percentage change for the primary metric."),
+	subjectKey: z
+		.string()
+		.min(1)
+		.describe("Stable identifier reused for the same underlying signal."),
+	sources: z
+		.array(insightSourceSchema)
+		.min(1)
+		.max(4)
+		.describe("Evidence domains actually used for this finding."),
+	confidence: z
+		.number()
+		.min(0)
+		.max(1)
+		.describe("0-1 confidence based on how directly the evidence supports it."),
+	impactSummary: z
+		.string()
+		.optional()
+		.describe("Measured cost or blockage, only when it adds new information."),
+	rootCause: z
+		.string()
+		.optional()
+		.describe("Evidence-backed mechanism. Omit when unknown."),
+	evidence: z
+		.array(insightEvidenceSchema)
+		.max(5)
+		.optional()
+		.describe("Distinct supporting facts not repeated in the narrative."),
+};
+
+export const generatedInsightSchema = z.object({
+	...insightShape,
+	type: generatedInsightTypeSchema,
+	actions: z
+		.array(generatedInsightActionSchema)
+		.max(3)
+		.optional()
+		.describe("Optional machine-readable actions the user can take."),
+});
+
+const investigationKeySchema = z.string().trim().min(1).max(160);
+
+const investigationEntitySchema = z
+	.object({
+		type: z.enum([
+			"website",
+			"page",
+			"event",
+			"goal",
+			"funnel",
+			"funnel_step",
+			"error",
+			"vital",
+			"channel",
+			"campaign",
+			"uptime_monitor",
+		]),
+		id: investigationKeySchema,
+		label: z.string().trim().min(1).max(120),
+	})
+	.strict();
+
+export const investigationSignalSchema = z
+	.object({
+		signalKey: investigationKeySchema.describe(
+			"Backend-owned identity for this exact signal."
+		),
+		websiteId: investigationKeySchema,
+		kind: z.enum(["change", "absolute_state", "missing_expected_data"]),
+		insightType: generatedInsightTypeSchema,
+		entity: investigationEntitySchema,
+		metric: insightMetricSchema
+			.extend({
+				key: investigationKeySchema,
+			})
+			.strict(),
+		changePercent: z.number().nullable(),
+		direction: z.enum(["up", "down", "flat"]),
+		severity: insightSeveritySchema,
+		sentiment: insightSentimentSchema,
+		priority: z.number().int().min(1).max(10),
+		period: weekOverWeekPeriodSchema,
+		detectedAt: z.iso.date(),
+		detection: z
+			.object({
+				method: z.enum(["zscore", "period_comparison", "rule"]),
+				reason: z.string().trim().min(1).max(300),
+				baselineDates: z.array(z.iso.date()).min(6).max(90).optional(),
+			})
+			.strict(),
+		sampleSize: z
+			.object({
+				current: z.number().int().nonnegative(),
+				previous: z.number().int().nonnegative(),
+			})
+			.strict()
+			.optional(),
+	})
+	.strict()
+	.superRefine((signal, context) => {
+		const baselineDates = signal.detection.baselineDates;
+		if (signal.detection.method === "zscore" && !baselineDates) {
+			context.addIssue({
+				code: "custom",
+				message:
+					"Z-score signals require their exact comparable baseline dates",
+				path: ["detection", "baselineDates"],
+			});
+			return;
+		}
+		if (signal.detection.method !== "zscore" && baselineDates) {
+			context.addIssue({
+				code: "custom",
+				message: "Only Z-score signals may include sparse baseline dates",
+				path: ["detection", "baselineDates"],
+			});
+			return;
+		}
+		if (!baselineDates) {
+			return;
+		}
+		const uniqueDates = [...new Set(baselineDates)].sort();
+		if (
+			uniqueDates.length !== baselineDates.length ||
+			uniqueDates[0] !== signal.period.previous.from ||
+			uniqueDates.at(-1) !== signal.period.previous.to
+		) {
+			context.addIssue({
+				code: "custom",
+				message:
+					"Z-score baseline dates must be unique and match the comparison envelope",
+				path: ["detection", "baselineDates"],
+			});
+		}
+	});
+
+const investigationEvidenceBaseSchema = z
+	.object({
+		evidenceId: investigationKeySchema.describe(
+			"Backend-owned identifier cited by an investigation result."
+		),
+		signalKey: investigationKeySchema,
+		kind: z.enum([
+			"data_health",
+			"trend",
+			"definition",
+			"breakdown",
+			"impact",
+			"related_change",
+		]),
+		source: z.enum(["web", "product", "ops", "business", "sql"]),
+		queryType: investigationKeySchema,
+		entity: investigationEntitySchema.optional(),
+		period: z.enum(["current", "previous", "custom"]),
+		comparison: weekOverWeekPeriodSchema.optional(),
+		range: z
+			.object({
+				from: z.iso.date(),
+				to: z.iso.date(),
+			})
+			.strict()
+			.nullable(),
+	})
+	.strict();
+
+const completedInvestigationEvidenceShape = {
+	summary: z.string().trim().min(1).max(500),
+	metrics: z.array(insightMetricSchema).max(10).optional(),
+};
+
+export const investigationEvidenceSchema = z
+	.discriminatedUnion("status", [
+		investigationEvidenceBaseSchema
+			.extend({
+				status: z.literal("ok"),
+				rowCount: z.number().int().nonnegative(),
+				...completedInvestigationEvidenceShape,
+			})
+			.strict(),
+		investigationEvidenceBaseSchema
+			.extend({
+				status: z.literal("truncated"),
+				rowCount: z.number().int().nonnegative(),
+				...completedInvestigationEvidenceShape,
+				truncationReason: z.string().trim().min(1).max(200),
+			})
+			.strict(),
+		investigationEvidenceBaseSchema
+			.extend({
+				status: z.literal("empty"),
+				rowCount: z.literal(0),
+				summary: z.string().trim().min(1).max(500),
+			})
+			.strict(),
+		investigationEvidenceBaseSchema
+			.extend({
+				status: z.literal("failed"),
+				rowCount: z.literal(0),
+				error: z.string().trim().min(1).max(500),
+			})
+			.strict(),
+	])
+	.superRefine((evidence, context) => {
+		if (evidence.period === "custom" && evidence.range !== null) {
+			context.addIssue({
+				code: "custom",
+				message: "Custom query evidence cannot claim a standard period range",
+				path: ["range"],
+			});
+		}
+		if (evidence.period !== "custom" && evidence.range === null) {
+			context.addIssue({
+				code: "custom",
+				message: "Current and previous evidence require an exact range",
+				path: ["range"],
+			});
+		}
+		if (evidence.period !== "custom" && evidence.comparison) {
+			context.addIssue({
+				code: "custom",
+				message:
+					"Standard-period evidence cannot also claim a comparison window",
+				path: ["comparison"],
+			});
+		}
+	});
+
+export const investigationDispositionSchema = z.enum([
+	"action_ready",
+	"needs_context",
+	"monitor",
+	"not_a_problem",
+]);
+
+const citedEvidenceIdsSchema = z
+	.array(investigationKeySchema)
+	.max(3)
+	.refine((ids) => new Set(ids).size === ids.length, {
+		message: "Evidence IDs must be unique",
+	});
+
+const investigationResultBaseSchema = z
+	.object({
+		signalKey: investigationKeySchema,
+		summary: z.string().trim().min(1).max(300),
+		confidence: z.number().min(0).max(1),
+	})
+	.strict();
+
+export const investigationResultSchema = z.discriminatedUnion("disposition", [
+	investigationResultBaseSchema
+		.extend({
+			disposition: z.literal("action_ready"),
+			evidenceIds: citedEvidenceIdsSchema.min(1),
+			title: z.string().trim().min(1).max(80),
+			action: z.string().trim().min(1).max(300),
+			impactSummary: z.string().trim().min(1).max(300).optional(),
+			rootCause: z.string().trim().min(1).max(300).optional(),
+			verification: z
+				.object({
+					successCondition: z.string().trim().min(1).max(200),
+					checkAfterDays: z.number().int().min(1).max(90),
+				})
+				.strict(),
+		})
+		.strict(),
+	investigationResultBaseSchema
+		.extend({
+			disposition: z.literal("needs_context"),
+			evidenceIds: citedEvidenceIdsSchema,
+			missingContext: z.string().trim().min(1).max(300),
+			question: z.string().trim().min(1).max(200),
+		})
+		.strict(),
+	investigationResultBaseSchema
+		.extend({
+			disposition: z.literal("monitor"),
+			evidenceIds: citedEvidenceIdsSchema.min(1),
+			escalationCondition: z.string().trim().min(1).max(200),
+			checkAfterDays: z.number().int().min(1).max(90),
+		})
+		.strict(),
+	investigationResultBaseSchema
+		.extend({
+			disposition: z.literal("not_a_problem"),
+			evidenceIds: citedEvidenceIdsSchema.min(1),
+		})
+		.strict(),
+]);
+
+export const investigationSubmissionSchema = z
+	.object({
+		results: z.array(investigationResultSchema).min(1).max(8),
+	})
+	.strict()
+	.refine(
+		(submission) =>
+			new Set(submission.results.map((result) => result.signalKey)).size ===
+			submission.results.length,
+		{
+			message: "Each signal must have exactly one terminal result",
+			path: ["results"],
+		}
+	);
+
+export type InsightSeverity = z.infer<typeof insightSeveritySchema>;
+export type InsightSentiment = z.infer<typeof insightSentimentSchema>;
+export type InsightSource = z.infer<typeof insightSourceSchema>;
+export type InsightMetric = z.infer<typeof insightMetricSchema>;
+export type InsightEvidence = z.infer<typeof insightEvidenceSchema>;
+export type StoredInsightType = z.infer<typeof storedInsightTypeSchema>;
+export type StoredInsightAction = z.infer<typeof storedInsightActionSchema>;
+export type GeneratedInsight = z.infer<typeof generatedInsightSchema>;
+export type InvestigationSignal = z.infer<typeof investigationSignalSchema>;
+export type InvestigationEvidence = z.infer<typeof investigationEvidenceSchema>;
+export type InvestigationResult = z.infer<typeof investigationResultSchema>;
+export type InvestigationSubmission = z.infer<
+	typeof investigationSubmissionSchema
+>;
+
+function normalizeInsightSubject(value: string): string {
+	let key = "";
+	let lastWasUnderscore = true;
+	for (const character of value.trim().toLowerCase()) {
+		if (
+			(character >= "a" && character <= "z") ||
+			(character >= "0" && character <= "9")
+		) {
+			key += character;
+			lastWasUnderscore = false;
+		} else if (!lastWasUnderscore) {
+			key += "_";
+			lastWasUnderscore = true;
+		}
+	}
+	return (key.endsWith("_") ? key.slice(0, -1) : key).slice(0, 80);
+}
+
+export function deriveInsightSubjectKey(input: {
+	subjectKey?: string | null;
+	title?: string | null;
+	type: StoredInsightType;
+}): string {
+	for (const value of [input.subjectKey, input.title]) {
+		if (value) {
+			const normalized = normalizeInsightSubject(value);
+			if (normalized) {
+				return normalized;
+			}
+		}
+	}
+	return input.type;
+}
+
+export interface InsightDedupeInput {
+	changePercent?: number | null;
+	sentiment: InsightSentiment;
+	subjectKey?: string | null;
+	title?: string | null;
+	type: StoredInsightType;
+	websiteId: string;
+}
+
+export function directionKeyFromParts(
+	changePercent: number | null | undefined,
+	sentiment: InsightSentiment
+): "down" | "flat" | "up" {
+	if (
+		changePercent !== null &&
+		changePercent !== undefined &&
+		changePercent !== 0
+	) {
+		return changePercent > 0 ? "up" : "down";
+	}
+	if (sentiment === "positive") {
+		return "up";
+	}
+	if (sentiment === "negative") {
+		return "down";
+	}
+	return "flat";
+}
+
+export function insightDedupeKey(input: InsightDedupeInput): string {
+	const direction = directionKeyFromParts(input.changePercent, input.sentiment);
+	return `${input.websiteId}|${input.type}|${direction}|${deriveInsightSubjectKey(input)}`;
+}

From cbfb23dc323345faa1a5f8a29b63148b4e294668 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:32:03 +0300
Subject: [PATCH 104/129] feat(redis): add insights job queue

---
 packages/redis/insights-queue.ts | 16 ----------------
 1 file changed, 16 deletions(-)

diff --git a/packages/redis/insights-queue.ts b/packages/redis/insights-queue.ts
index d39af6e3c..492efe42d 100644
--- a/packages/redis/insights-queue.ts
+++ b/packages/redis/insights-queue.ts
@@ -26,15 +26,6 @@ export const INSIGHTS_JOB_OPTIONS = {
 	},
 };
 
-export const INSIGHT_GENERATION_TOOLS = [
-	"web_metrics",
-	"product_metrics",
-	"ops_context",
-	"business_context",
-] as const;
-
-export type InsightGenerationTool = (typeof INSIGHT_GENERATION_TOOLS)[number];
-export type InsightGenerationDepth = "light" | "standard" | "deep";
 export type InsightGenerationModelTier = "fast" | "balanced" | "deep";
 export type InsightGenerationReason =
 	| "manual"
@@ -42,13 +33,6 @@ export type InsightGenerationReason =
 	| "cooldown_refresh";
 
 export interface InsightGenerationConfigSnapshot {
-	allowedTools: InsightGenerationTool[];
-	cooldownHours: number;
-	depth: InsightGenerationDepth;
-	lookbackDays: number;
-	maxInsightsPerWebsite: number;
-	maxSteps: number;
-	maxToolCalls: number;
 	modelTier: InsightGenerationModelTier;
 	timezone: string;
 }

From 1e92b0cf6c6fe1a2893e9968c8b968290f6049ff Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:32:04 +0300
Subject: [PATCH 105/129] feat(db): add insights schema and SQL validation
 updates

---
 packages/db/package.json                      |  1 +
 .../db/src/clickhouse/sql-validation.test.ts  | 75 ++++++++++++++++++-
 packages/db/src/clickhouse/sql-validation.ts  | 23 ++++++
 packages/db/src/drizzle/schema/analytics.ts   | 51 ++++---------
 .../db/src/drizzle/schema/insights.test.ts    | 56 ++++++++++++++
 packages/db/src/drizzle/schema/insights.ts    | 71 +++---------------
 packages/db/src/drizzle/schema/relations.ts   | 10 +--
 7 files changed, 181 insertions(+), 106 deletions(-)
 create mode 100644 packages/db/src/drizzle/schema/insights.test.ts

diff --git a/packages/db/package.json b/packages/db/package.json
index 2c8327294..2a0d3a399 100644
--- a/packages/db/package.json
+++ b/packages/db/package.json
@@ -31,6 +31,7 @@
   "dependencies": {
     "@clickhouse/client": "^1.14.0",
     "@databuddy/cache": "workspace:*",
+    "@databuddy/shared": "workspace:*",
     "@faker-js/faker": "^10.5.0",
     "@neondatabase/serverless": "^1.0.2",
     "drizzle-orm": "catalog:",
diff --git a/packages/db/src/clickhouse/sql-validation.test.ts b/packages/db/src/clickhouse/sql-validation.test.ts
index 7d8434ce3..8677fb4a0 100644
--- a/packages/db/src/clickhouse/sql-validation.test.ts
+++ b/packages/db/src/clickhouse/sql-validation.test.ts
@@ -161,14 +161,14 @@ describe("validateAgentSQL", () => {
 
 	it("handles backtick-quoted table names", () => {
 		const result = validateAgentSQL(
-			`SELECT * FROM \`analytics.events\` ${TENANT}`
+			`SELECT path FROM \`analytics.events\` ${TENANT}`
 		);
 		expect(result).toEqual({ valid: true, reason: null });
 	});
 
 	it("handles double-quoted table names", () => {
 		const result = validateAgentSQL(
-			`SELECT * FROM "analytics.events" ${TENANT}`
+			`SELECT path FROM "analytics.events" ${TENANT}`
 		);
 		expect(result).toEqual({ valid: true, reason: null });
 	});
@@ -193,11 +193,78 @@ describe("validateAgentSQL", () => {
 
 	it("validates WITH/CTE queries", () => {
 		const result = validateAgentSQL(
-			`WITH cte AS (SELECT path FROM analytics.events ${TENANT}) SELECT * FROM cte ${TENANT}`
+			`WITH cte AS (SELECT path FROM analytics.events ${TENANT}) SELECT path FROM cte ${TENANT}`
 		);
 		expect(result).toEqual({ valid: true, reason: null });
 	});
 
+	describe("projection safety", () => {
+		it("rejects SELECT *", () => {
+			const result = validateAgentSQL(
+				`SELECT * FROM analytics.events ${TENANT}`
+			);
+			expect(result.valid).toBe(false);
+			expect(result.reason).toContain("Wildcard projections");
+		});
+
+		it("rejects SELECT DISTINCT *", () => {
+			const result = validateAgentSQL(
+				`SELECT DISTINCT * FROM analytics.events ${TENANT}`
+			);
+			expect(result.valid).toBe(false);
+			expect(result.reason).toContain("Wildcard projections");
+		});
+
+		it("rejects ClickHouse wildcard modifiers", () => {
+			const result = validateAgentSQL(
+				`SELECT * APPLY(toString) FROM analytics.events ${TENANT}`
+			);
+			expect(result.valid).toBe(false);
+			expect(result.reason).toContain("Wildcard projections");
+		});
+
+		it("rejects alias.*", () => {
+			const result = validateAgentSQL(
+				"SELECT e.* FROM analytics.events e WHERE e.client_id = {websiteId:String}"
+			);
+			expect(result.valid).toBe(false);
+			expect(result.reason).toContain("Wildcard projections");
+		});
+
+		for (const column of ["ip", "user_agent", "url"] as const) {
+			it(`rejects unqualified ${column} projections`, () => {
+				const result = validateAgentSQL(
+					`SELECT ${column} FROM analytics.events ${TENANT}`
+				);
+				expect(result.valid).toBe(false);
+				expect(result.reason).toContain(column);
+			});
+		}
+
+		it("rejects raw custom-event properties projections", () => {
+			const result = validateAgentSQL(
+				"SELECT properties FROM analytics.custom_events WHERE owner_id = {websiteId:String}"
+			);
+			expect(result.valid).toBe(false);
+			expect(result.reason).toContain("properties");
+			expect(result.reason).toContain("sensitive");
+		});
+
+		it("allows unqualified allowlisted columns and aggregates", () => {
+			const result = validateAgentSQL(
+				`SELECT path, browser_name, count(*) events FROM analytics.events ${TENANT} GROUP BY path, browser_name`
+			);
+			expect(result).toEqual({ valid: true, reason: null });
+		});
+
+		it("allows aggregate CTE projections", () => {
+			const result = validateAgentSQL(
+				`WITH daily AS (SELECT toDate(time) AS day, count(*) AS views FROM analytics.events ${TENANT} GROUP BY day) SELECT day, views FROM daily ${TENANT}`
+			);
+			expect(result).toEqual({ valid: true, reason: null });
+		});
+	});
+
 	it("rejects ClickHouse table functions", () => {
 		const result = validateAgentSQL(
 			`SELECT * FROM url({endpoint:String}, CSV, 'client_id String') ${TENANT}`
@@ -305,7 +372,7 @@ describe("validateAgentSQL", () => {
 
 		it("allows OR nested inside parentheses", () => {
 			const result = validateAgentSQL(
-				`SELECT * FROM analytics.events ${TENANT} AND (path = '/' OR path = '/home')`
+				`SELECT path FROM analytics.events ${TENANT} AND (path = '/' OR path = '/home')`
 			);
 			expect(result).toEqual({ valid: true, reason: null });
 		});
diff --git a/packages/db/src/clickhouse/sql-validation.ts b/packages/db/src/clickhouse/sql-validation.ts
index 1ab52e3c7..bc7b590a6 100644
--- a/packages/db/src/clickhouse/sql-validation.ts
+++ b/packages/db/src/clickhouse/sql-validation.ts
@@ -147,6 +147,10 @@ const TOP_LEVEL_OR_PATTERN = /\bOR\b/i;
 const CLAUSE_TERMINATOR_PATTERN =
 	/\b(?:GROUP\s+BY|ORDER\s+BY|HAVING|LIMIT|OFFSET|SETTINGS|WINDOW|JOIN)\b/i;
 const PAGEVIEW_EVENT_PATTERN = /\bevent_name\s*=\s*(['"])pageview\1/i;
+const SELECT_PROJECTION_PATTERN = /\bSELECT\b([\s\S]*?)\bFROM\b/gi;
+const WILDCARD_PROJECTION_PATTERN =
+	/(?:^|,)\s*(?:(?:DISTINCT|ALL)\s+)?(?:[a-zA-Z_][a-zA-Z0-9_]*\s*\.\s*)?\*\s*(?=,|$|\b(?:APPLY|EXCEPT|REPLACE)\b)/i;
+const SENSITIVE_PROJECTION_PATTERN = /\b(?:ip|properties|url|user_agent)\b/i;
 
 function maskCommentsAndStrings(sql: string): string {
 	let result = "";
@@ -304,6 +308,20 @@ function extractRelationReferences(sql: string): {
 	return refs;
 }
 
+function validateSelectProjections(sql: string): string | null {
+	for (const match of sql.matchAll(SELECT_PROJECTION_PATTERN)) {
+		const projection = match[1] ?? "";
+		if (WILDCARD_PROJECTION_PATTERN.test(projection)) {
+			return "Wildcard projections are not allowed; select explicit columns.";
+		}
+		const sensitive = projection.match(SENSITIVE_PROJECTION_PATTERN)?.[0];
+		if (sensitive) {
+			return `Column "${sensitive}" is sensitive and is not allowed in agent SQL projections.`;
+		}
+	}
+	return null;
+}
+
 function whereClauseBodies(sql: string): string[] {
 	const bodies: string[] = [];
 	WHERE_KEYWORD_PATTERN.lastIndex = 0;
@@ -569,6 +587,11 @@ export function validateAgentSQL(sql: string): {
 		}
 	}
 
+	const projectionError = validateSelectProjections(sanitized);
+	if (projectionError) {
+		return { valid: false, reason: projectionError };
+	}
+
 	return { valid: true, reason: null };
 }
 
diff --git a/packages/db/src/drizzle/schema/analytics.ts b/packages/db/src/drizzle/schema/analytics.ts
index b9c59645a..3613b42b9 100644
--- a/packages/db/src/drizzle/schema/analytics.ts
+++ b/packages/db/src/drizzle/schema/analytics.ts
@@ -1,3 +1,12 @@
+import type {
+	InsightEvidence,
+	InsightMetric,
+	InsightSentiment,
+	InsightSeverity,
+	InsightSource,
+	StoredInsightAction,
+	StoredInsightType,
+} from "@databuddy/shared/insights";
 import { isNotNull, sql } from "drizzle-orm";
 import {
 	boolean,
@@ -65,34 +74,6 @@ export interface AnnotationChartContext {
 	tabId?: string;
 }
 
-export interface AnalyticsInsightMetric {
-	current: number;
-	format: "number" | "percent" | "duration_ms" | "duration_s";
-	label: string;
-	previous?: number;
-}
-
-export interface AnalyticsInsightEvidence {
-	description: string;
-	type: "segment" | "error" | "annotation" | "temporal" | "metric";
-}
-
-export type AnalyticsInsightSource = "web" | "product" | "ops" | "business";
-
-export interface AnalyticsInsightAction {
-	label: string;
-	params: Record<string, string>;
-	type:
-		| "fix_goal"
-		| "create_funnel"
-		| "add_custom_event"
-		| "create_annotation"
-		| "update_config"
-		| "add_tracking"
-		| "investigate_further"
-		| "code_fix";
-}
-
 export const funnelDefinitions = pgTable(
 	"funnel_definitions",
 	{
@@ -228,23 +209,23 @@ export const analyticsInsights = pgTable(
 		title: text().notNull(),
 		description: text().notNull(),
 		suggestion: text().notNull(),
-		severity: text().notNull(),
-		sentiment: text().notNull(),
-		type: text().notNull(),
+		severity: text().$type<InsightSeverity>().notNull(),
+		sentiment: text().$type<InsightSentiment>().notNull(),
+		type: text().$type<StoredInsightType>().notNull(),
 		priority: integer().notNull(),
 		changePercent: doublePrecision("change_percent"),
 		dedupeKey: text("dedupe_key"),
 		subjectKey: text("subject_key").notNull().default(""),
-		sources: jsonb().$type<AnalyticsInsightSource[]>().notNull().default([]),
+		sources: jsonb().$type<InsightSource[]>().notNull().default([]),
 		confidence: doublePrecision().notNull().default(0),
 		impactSummary: text("impact_summary"),
-		metrics: jsonb().$type<AnalyticsInsightMetric[]>(),
+		metrics: jsonb().$type<InsightMetric[]>(),
 		rootCause: text("root_cause"),
-		evidence: jsonb("evidence").$type<AnalyticsInsightEvidence[]>(),
+		evidence: jsonb("evidence").$type<InsightEvidence[]>(),
 		investigationDepth: text("investigation_depth").$type<
 			"surface" | "investigated" | "deep"
 		>(),
-		actions: jsonb().$type<AnalyticsInsightAction[]>(),
+		actions: jsonb().$type<StoredInsightAction[]>(),
 		chainId: text("chain_id"),
 		timezone: text().notNull().default("UTC"),
 		currentPeriodFrom: text("current_period_from").notNull(),
diff --git a/packages/db/src/drizzle/schema/insights.test.ts b/packages/db/src/drizzle/schema/insights.test.ts
new file mode 100644
index 000000000..cb26fa7b0
--- /dev/null
+++ b/packages/db/src/drizzle/schema/insights.test.ts
@@ -0,0 +1,56 @@
+import { describe, expect, test } from "bun:test";
+import { getTableConfig } from "drizzle-orm/pg-core";
+import {
+	INSIGHT_RUN_ACTIVE_STATUSES,
+	INSIGHT_RUN_ACTIVE_UNIQUE_INDEX,
+	insightGenerationConfigs,
+	insightRuns,
+} from "./insights";
+
+describe("insight generation config schema", () => {
+	test("stores only product settings and scheduling metadata", () => {
+		expect(
+			getTableConfig(insightGenerationConfigs).columns.map(
+				(column) => column.name
+			)
+		).toEqual([
+			"id",
+			"organization_id",
+			"enabled",
+			"frequency",
+			"timezone",
+			"model_tier",
+			"deliveries",
+			"next_run_at",
+			"last_run_at",
+			"created_at",
+			"updated_at",
+		]);
+
+		const uniqueIndexes = getTableConfig(insightGenerationConfigs).indexes.filter(
+			(index) => index.config.unique
+		);
+		expect(uniqueIndexes).toHaveLength(1);
+		expect(uniqueIndexes[0]?.config.name).toBe(
+			"insight_generation_configs_org_uidx"
+		);
+		expect(uniqueIndexes[0]?.config.columns.map((column) => column.name)).toEqual(
+			["organization_id"]
+		);
+	});
+});
+
+describe("insight runs schema", () => {
+	test("enforces one active run per organization", () => {
+		const index = getTableConfig(insightRuns).indexes.find(
+			(candidate) => candidate.config.name === INSIGHT_RUN_ACTIVE_UNIQUE_INDEX
+		);
+
+		expect(index?.config.unique).toBe(true);
+		expect(index?.config.columns.map((column) => column.name)).toEqual([
+			"organization_id",
+		]);
+		expect(index?.config.where).toBeDefined();
+		expect(INSIGHT_RUN_ACTIVE_STATUSES).toEqual(["queued", "running"]);
+	});
+});
diff --git a/packages/db/src/drizzle/schema/insights.ts b/packages/db/src/drizzle/schema/insights.ts
index ba2b42709..2c2b56911 100644
--- a/packages/db/src/drizzle/schema/insights.ts
+++ b/packages/db/src/drizzle/schema/insights.ts
@@ -1,4 +1,4 @@
-import { isNotNull, isNull } from "drizzle-orm";
+import { inArray } from "drizzle-orm";
 import {
 	boolean,
 	foreignKey,
@@ -13,23 +13,7 @@ import {
 import { organization, user } from "./auth";
 import { websites } from "./websites";
 
-export const INSIGHT_GENERATION_DEFAULT_TOOLS = [
-	"web_metrics",
-	"product_metrics",
-	"ops_context",
-] as const;
-
-export type InsightGenerationTool =
-	| "web_metrics"
-	| "product_metrics"
-	| "ops_context"
-	| "business_context";
-export type InsightGenerationDepth = "light" | "standard" | "deep";
-export type InsightGenerationFrequency =
-	| "hourly"
-	| "daily"
-	| "weekly"
-	| "custom";
+export type InsightGenerationFrequency = "daily" | "weekly";
 export type InsightGenerationModelTier = "fast" | "balanced" | "deep";
 export type InsightGenerationReason =
 	| "manual"
@@ -43,6 +27,8 @@ export type InsightRunStatus =
 	| "partially_succeeded"
 	| "failed"
 	| "skipped";
+export const INSIGHT_RUN_ACTIVE_STATUSES = ["queued", "running"] as const;
+export const INSIGHT_RUN_ACTIVE_UNIQUE_INDEX = "insight_runs_org_active_uidx";
 export type InsightRunItemStatus =
 	| "queued"
 	| "running"
@@ -56,13 +42,6 @@ export interface InsightDelivery {
 }
 
 export interface InsightGenerationConfigSnapshot {
-	allowedTools: InsightGenerationTool[];
-	cooldownHours: number;
-	depth: InsightGenerationDepth;
-	lookbackDays: number;
-	maxInsightsPerWebsite: number;
-	maxSteps: number;
-	maxToolCalls: number;
 	modelTier: InsightGenerationModelTier;
 	timezone: string;
 }
@@ -72,30 +51,16 @@ export const insightGenerationConfigs = pgTable(
 	{
 		id: text().primaryKey(),
 		organizationId: text("organization_id").notNull(),
-		websiteId: text("website_id"),
-		enabled: boolean().default(true).notNull(),
+		enabled: boolean().default(false).notNull(),
 		frequency: text()
 			.$type<InsightGenerationFrequency>()
 			.default("weekly")
 			.notNull(),
-		cron: text(),
-		depth: text().$type<InsightGenerationDepth>().default("standard").notNull(),
-		maxSteps: integer("max_steps").default(50).notNull(),
-		maxToolCalls: integer("max_tool_calls").default(50).notNull(),
-		maxInsightsPerWebsite: integer("max_insights_per_website")
-			.default(2)
-			.notNull(),
-		cooldownHours: integer("cooldown_hours").default(6).notNull(),
-		lookbackDays: integer("lookback_days").default(7).notNull(),
 		timezone: text().default("UTC").notNull(),
 		modelTier: text("model_tier")
 			.$type<InsightGenerationModelTier>()
 			.default("balanced")
 			.notNull(),
-		allowedTools: jsonb("allowed_tools")
-			.$type<InsightGenerationTool[]>()
-			.default([...INSIGHT_GENERATION_DEFAULT_TOOLS])
-			.notNull(),
 		deliveries: jsonb("deliveries")
 			.$type<InsightDelivery[]>()
 			.default([])
@@ -117,32 +82,13 @@ export const insightGenerationConfigs = pgTable(
 			.$onUpdate(() => new Date()),
 	},
 	(table) => [
-		uniqueIndex("insight_generation_configs_org_default_uidx")
-			.on(table.organizationId)
-			.where(isNull(table.websiteId)),
-		uniqueIndex("insight_generation_configs_org_website_uidx")
-			.on(table.organizationId, table.websiteId)
-			.where(isNotNull(table.websiteId)),
-		index("insight_generation_configs_org_next_run_idx").on(
-			table.organizationId,
-			table.nextRunAt
-		),
-		index("insight_generation_configs_website_idx").on(table.websiteId),
+		uniqueIndex("insight_generation_configs_org_uidx").on(table.organizationId),
+		index("insight_generation_configs_next_run_idx").on(table.nextRunAt),
 		foreignKey({
 			columns: [table.organizationId],
 			foreignColumns: [organization.id],
 			name: "insight_generation_configs_organization_id_fkey",
 		}).onDelete("cascade"),
-		foreignKey({
-			columns: [table.organizationId, table.websiteId],
-			foreignColumns: [websites.organizationId, websites.id],
-			name: "insight_generation_configs_org_website_fkey",
-		}).onDelete("cascade"),
-		foreignKey({
-			columns: [table.websiteId],
-			foreignColumns: [websites.id],
-			name: "insight_generation_configs_website_id_fkey",
-		}).onDelete("cascade"),
 	]
 );
 
@@ -181,6 +127,9 @@ export const insightRuns = pgTable(
 			table.organizationId,
 			table.createdAt.desc()
 		),
+		uniqueIndex(INSIGHT_RUN_ACTIVE_UNIQUE_INDEX)
+			.on(table.organizationId)
+			.where(inArray(table.status, INSIGHT_RUN_ACTIVE_STATUSES)),
 		index("insight_runs_status_idx").on(table.status),
 		index("insight_runs_status_updated_idx").on(table.status, table.updatedAt),
 		foreignKey({
diff --git a/packages/db/src/drizzle/schema/relations.ts b/packages/db/src/drizzle/schema/relations.ts
index aac199450..bc0ced03f 100644
--- a/packages/db/src/drizzle/schema/relations.ts
+++ b/packages/db/src/drizzle/schema/relations.ts
@@ -121,7 +121,10 @@ export const relations = defineRelations(schema, (r) => ({
 		linkFolders: r.many.linkFolders(),
 		links: r.many.links(),
 		slackIntegrations: r.many.slackIntegrations(),
-		insightGenerationConfigs: r.many.insightGenerationConfigs(),
+		insightGenerationConfig: r.one.insightGenerationConfigs({
+			from: r.organization.id,
+			to: r.insightGenerationConfigs.organizationId,
+		}),
 		insightRuns: r.many.insightRuns(),
 		insightRollups: r.many.insightRollups(),
 	},
@@ -193,7 +196,6 @@ export const relations = defineRelations(schema, (r) => ({
 		funnelDefinitions: r.many.funnelDefinitions(),
 		alarms: r.many.alarms(),
 		analyticsInsights: r.many.analyticsInsights(),
-		insightGenerationConfigs: r.many.insightGenerationConfigs(),
 		insightRunItems: r.many.insightRunItems(),
 	},
 
@@ -216,10 +218,6 @@ export const relations = defineRelations(schema, (r) => ({
 			to: r.organization.id,
 			optional: false,
 		}),
-		website: r.one.websites({
-			from: r.insightGenerationConfigs.websiteId,
-			to: r.websites.id,
-		}),
 	},
 
 	insightRuns: {

From bc05e53170b1ea8fb023fba01468f5975cd36422 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:32:09 +0300
Subject: [PATCH 106/129] feat(ai): rework insights generation, agent tools,
 and MCP wiring

---
 packages/ai/package.json                      |   5 +-
 .../ai/src/ai/insights/business-context.ts    | 143 ---
 packages/ai/src/ai/insights/dedupe.test.ts    | 105 ---
 packages/ai/src/ai/insights/dedupe.ts         | 121 ---
 packages/ai/src/ai/insights/fetch-context.ts  | 173 +---
 packages/ai/src/ai/insights/normalize.test.ts | 163 ----
 packages/ai/src/ai/insights/normalize.ts      | 175 ----
 packages/ai/src/ai/insights/ops-context.ts    |  11 +-
 .../ai/src/ai/insights/product-context.ts     | 220 ++---
 packages/ai/src/ai/insights/types.ts          |  21 -
 packages/ai/src/ai/insights/validate.test.ts  | 612 +++++++++----
 packages/ai/src/ai/insights/validate.ts       | 830 +++++++++++-------
 packages/ai/src/ai/mcp/insights-tools.ts      |  44 +-
 .../ai/src/ai/mcp/investigate-wiring.test.ts  | 120 ++-
 packages/ai/src/ai/mcp/investigate.test.ts    | 275 +++---
 packages/ai/src/ai/mcp/investigate.ts         | 651 +++++++-------
 packages/ai/src/ai/mcp/tools.test.ts          |  43 +
 packages/ai/src/ai/mcp/tools.ts               | 121 ++-
 packages/ai/src/ai/prompts/analytics.ts       |  27 +-
 .../ai/schemas/smart-insights-output.test.ts  |  60 --
 .../src/ai/schemas/smart-insights-output.ts   | 163 ----
 .../ai/src/ai/tools/digest-reschedule.test.ts | 141 ---
 packages/ai/src/ai/tools/digest-reschedule.ts |  89 --
 .../ai/src/ai/tools/digest-summary.test.ts    |  32 +-
 packages/ai/src/ai/tools/digest-summary.ts    |  39 +-
 .../ai/src/ai/tools/insight-digest.test.ts    |  60 ++
 packages/ai/src/ai/tools/insight-digest.ts    | 432 ++++-----
 .../src/ai/tools/insights-agent-tools.test.ts | 261 ++++++
 .../ai/src/ai/tools/insights-agent-tools.ts   | 557 ++++++++----
 packages/ai/src/lib/insights-query.ts         |  62 +-
 30 files changed, 2748 insertions(+), 3008 deletions(-)
 delete mode 100644 packages/ai/src/ai/insights/business-context.ts
 delete mode 100644 packages/ai/src/ai/insights/dedupe.test.ts
 delete mode 100644 packages/ai/src/ai/insights/dedupe.ts
 delete mode 100644 packages/ai/src/ai/insights/normalize.test.ts
 delete mode 100644 packages/ai/src/ai/insights/normalize.ts
 delete mode 100644 packages/ai/src/ai/insights/types.ts
 delete mode 100644 packages/ai/src/ai/schemas/smart-insights-output.test.ts
 delete mode 100644 packages/ai/src/ai/schemas/smart-insights-output.ts
 delete mode 100644 packages/ai/src/ai/tools/digest-reschedule.test.ts
 delete mode 100644 packages/ai/src/ai/tools/digest-reschedule.ts
 create mode 100644 packages/ai/src/ai/tools/insight-digest.test.ts
 create mode 100644 packages/ai/src/ai/tools/insights-agent-tools.test.ts

diff --git a/packages/ai/package.json b/packages/ai/package.json
index a4b0ec261..60cb35bad 100644
--- a/packages/ai/package.json
+++ b/packages/ai/package.json
@@ -18,10 +18,7 @@
     "./agents/types": "./src/ai/agents/types.ts",
     "./config/context": "./src/ai/config/context.ts",
     "./config/models": "./src/ai/config/models.ts",
-    "./insights/dedupe": "./src/ai/insights/dedupe.ts",
     "./insights/fetch-context": "./src/ai/insights/fetch-context.ts",
-    "./insights/normalize": "./src/ai/insights/normalize.ts",
-    "./insights/types": "./src/ai/insights/types.ts",
     "./insights/validate": "./src/ai/insights/validate.ts",
     "./lib/accessible-websites": "./src/lib/accessible-websites.ts",
     "./lib/ai-logger": "./src/lib/ai-logger.ts",
@@ -30,10 +27,10 @@
     "./lib/supermemory": "./src/lib/supermemory.ts",
     "./lib/request-logger": "./src/lib/request-logger.ts",
     "./lib/tracing": "./src/lib/tracing.ts",
+    "./lib/usage-telemetry": "./src/lib/usage-telemetry.ts",
     "./lib/website-utils": "./src/lib/website-utils.ts",
     "./mcp/http": "./src/mcp/http.ts",
     "./mcp/tools": "./src/ai/mcp/tools.ts",
-    "./schemas/smart-insights-output": "./src/ai/schemas/smart-insights-output.ts",
     "./tools/github-tools": "./src/ai/tools/github-tools.ts",
     "./tools/insights-agent-tools": "./src/ai/tools/insights-agent-tools.ts",
     "./tools/investigation-tools": "./src/ai/tools/investigation-tools.ts",
diff --git a/packages/ai/src/ai/insights/business-context.ts b/packages/ai/src/ai/insights/business-context.ts
deleted file mode 100644
index f1007c09d..000000000
--- a/packages/ai/src/ai/insights/business-context.ts
+++ /dev/null
@@ -1,143 +0,0 @@
-import { type AppContext, requireWebsiteId } from "../config/context";
-import { callRPCProcedure } from "../tools/utils";
-import { executeQuery } from "../../query";
-import type { QueryRequest } from "../../query/types";
-import type { WeekOverWeekPeriod } from "./types";
-
-const DEFAULT_BUSINESS_LIMIT = 5;
-
-export const BUSINESS_INSIGHT_QUERY_TYPES = [
-	"revenue_summary",
-	"revenue_attribution",
-	"revenue_by_product",
-] as const;
-
-export type BusinessInsightQueryType =
-	(typeof BUSINESS_INSIGHT_QUERY_TYPES)[number];
-
-export interface BusinessInsightQuery {
-	limit?: number;
-	type: BusinessInsightQueryType;
-}
-
-function runQuery(
-	type: QueryRequest["type"],
-	appContext: AppContext,
-	range: { from: string; to: string },
-	limit?: number
-) {
-	return executeQuery(
-		{
-			projectId: requireWebsiteId(appContext),
-			type,
-			from: range.from,
-			to: range.to,
-			timezone: appContext.timezone,
-			limit,
-		},
-		appContext.websiteDomain,
-		appContext.timezone
-	);
-}
-
-async function getRevenueConfig(appContext: AppContext) {
-	const config = await callRPCProcedure(
-		"revenue",
-		"get",
-		{ websiteId: appContext.websiteId },
-		appContext
-	);
-
-	return config !== null;
-}
-
-async function getRevenueSummary(
-	appContext: AppContext,
-	range: { from: string; to: string }
-) {
-	const summary = await runQuery("revenue_overview", appContext, range);
-
-	return {
-		revenue_overview: Array.isArray(summary) ? summary : [],
-	};
-}
-
-async function getRevenueAttribution(
-	appContext: AppContext,
-	range: { from: string; to: string }
-) {
-	const attribution = await runQuery(
-		"revenue_attribution_overview",
-		appContext,
-		range
-	);
-
-	return {
-		revenue_attribution: Array.isArray(attribution) ? attribution : [],
-	};
-}
-
-async function getRevenueByProduct(
-	appContext: AppContext,
-	range: { from: string; to: string },
-	limit: number
-) {
-	const products = await runQuery(
-		"revenue_by_product",
-		appContext,
-		range,
-		limit
-	);
-
-	return {
-		revenue_by_product: Array.isArray(products) ? products : [],
-	};
-}
-
-export async function fetchBusinessMetrics(
-	appContext: AppContext,
-	periodBounds: WeekOverWeekPeriod,
-	period: "current" | "previous",
-	queries: BusinessInsightQuery[]
-) {
-	const range =
-		period === "current" ? periodBounds.current : periodBounds.previous;
-	const revenueConfigured = await getRevenueConfig(appContext);
-	const results: Record<string, unknown>[] = [];
-
-	for (const query of queries) {
-		const limit = query.limit ?? DEFAULT_BUSINESS_LIMIT;
-
-		switch (query.type) {
-			case "revenue_summary":
-				results.push({
-					type: query.type,
-					revenue_configured: revenueConfigured,
-					...(await getRevenueSummary(appContext, range)),
-				});
-				break;
-			case "revenue_attribution":
-				results.push({
-					type: query.type,
-					revenue_configured: revenueConfigured,
-					...(await getRevenueAttribution(appContext, range)),
-				});
-				break;
-			case "revenue_by_product":
-				results.push({
-					type: query.type,
-					revenue_configured: revenueConfigured,
-					...(await getRevenueByProduct(appContext, range, limit)),
-				});
-				break;
-			default:
-				break;
-		}
-	}
-
-	return {
-		period,
-		range,
-		results,
-	};
-}
diff --git a/packages/ai/src/ai/insights/dedupe.test.ts b/packages/ai/src/ai/insights/dedupe.test.ts
deleted file mode 100644
index f2a935c74..000000000
--- a/packages/ai/src/ai/insights/dedupe.test.ts
+++ /dev/null
@@ -1,105 +0,0 @@
-import { describe, expect, it } from "vitest";
-import { deriveInsightSubjectKey, insightDedupeKey } from "./dedupe";
-import type { InsightDedupeInput } from "./dedupe";
-
-describe("deriveInsightSubjectKey", () => {
-	it("normalizes subjectKey (lowercase, strip non-alnum, trim)", () => {
-		expect(
-			deriveInsightSubjectKey({
-				subjectKey: "  Google Organic  ",
-				type: "traffic_spike",
-			})
-		).toBe("google_organic");
-	});
-
-	it("falls back to title when subjectKey is empty", () => {
-		expect(
-			deriveInsightSubjectKey({
-				subjectKey: "",
-				title: "Bounce Rate Spike",
-				type: "engagement_change",
-			})
-		).toBe("bounce_rate_spike");
-	});
-
-	it("falls back to type when both are empty", () => {
-		expect(
-			deriveInsightSubjectKey({
-				subjectKey: null,
-				title: null,
-				type: "performance",
-			})
-		).toBe("performance");
-	});
-
-	it("truncates to 80 chars", () => {
-		const long = "a".repeat(100);
-		expect(
-			deriveInsightSubjectKey({ subjectKey: long, type: "performance" }).length
-		).toBe(80);
-	});
-
-	it("strips leading/trailing underscores after normalization", () => {
-		expect(
-			deriveInsightSubjectKey({
-				subjectKey: "---hello---",
-				type: "performance",
-			})
-		).toBe("hello");
-	});
-});
-
-describe("insightDedupeKey", () => {
-	const base: InsightDedupeInput = {
-		websiteId: "site-1",
-		type: "traffic_spike",
-		sentiment: "positive",
-		changePercent: 15,
-		subjectKey: "google",
-	};
-
-	it("produces websiteId|type|direction|subjectKey format", () => {
-		expect(insightDedupeKey(base)).toBe("site-1|traffic_spike|up|google");
-	});
-
-	it("uses down for negative changePercent", () => {
-		expect(insightDedupeKey({ ...base, changePercent: -10 })).toBe(
-			"site-1|traffic_spike|down|google"
-		);
-	});
-
-	it("uses sentiment when changePercent is 0", () => {
-		expect(
-			insightDedupeKey({ ...base, changePercent: 0, sentiment: "negative" })
-		).toBe("site-1|traffic_spike|down|google");
-	});
-
-	it("uses sentiment when changePercent is null", () => {
-		expect(
-			insightDedupeKey({ ...base, changePercent: null, sentiment: "positive" })
-		).toBe("site-1|traffic_spike|up|google");
-	});
-
-	it("uses flat for neutral sentiment and no change", () => {
-		expect(
-			insightDedupeKey({
-				...base,
-				changePercent: null,
-				sentiment: "neutral",
-			})
-		).toBe("site-1|traffic_spike|flat|google");
-	});
-
-	it("falls back subjectKey through title to type", () => {
-		expect(
-			insightDedupeKey({
-				websiteId: "s",
-				type: "error_spike",
-				sentiment: "negative",
-				changePercent: -5,
-				subjectKey: null,
-				title: "404 errors rising",
-			})
-		).toBe("s|error_spike|down|404_errors_rising");
-	});
-});
diff --git a/packages/ai/src/ai/insights/dedupe.ts b/packages/ai/src/ai/insights/dedupe.ts
deleted file mode 100644
index ee579878d..000000000
--- a/packages/ai/src/ai/insights/dedupe.ts
+++ /dev/null
@@ -1,121 +0,0 @@
-import { and, db, desc, eq, gte } from "@databuddy/db";
-import { analyticsInsights } from "@databuddy/db/schema";
-import dayjs from "dayjs";
-import type { ParsedInsight } from "../schemas/smart-insights-output";
-
-const GENERATION_COOLDOWN_HOURS = 6;
-
-export interface InsightDedupeInput {
-	changePercent: number | null | undefined;
-	sentiment: ParsedInsight["sentiment"];
-	subjectKey?: string | null;
-	title?: string | null;
-	type: ParsedInsight["type"];
-	websiteId: string;
-}
-
-function normalizeSubjectKey(value: string): string {
-	let key = "";
-	let lastWasUnderscore = true;
-	for (const ch of value.trim().toLowerCase()) {
-		if ((ch >= "a" && ch <= "z") || (ch >= "0" && ch <= "9")) {
-			key += ch;
-			lastWasUnderscore = false;
-		} else if (!lastWasUnderscore) {
-			key += "_";
-			lastWasUnderscore = true;
-		}
-	}
-	if (key.endsWith("_")) {
-		key = key.slice(0, -1);
-	}
-	return key.slice(0, 80);
-}
-
-export function deriveInsightSubjectKey(input: {
-	subjectKey?: string | null;
-	title?: string | null;
-	type: ParsedInsight["type"];
-}): string {
-	if (input.subjectKey) {
-		const normalized = normalizeSubjectKey(input.subjectKey);
-		if (normalized) {
-			return normalized;
-		}
-	}
-
-	if (input.title) {
-		const normalized = normalizeSubjectKey(input.title);
-		if (normalized) {
-			return normalized;
-		}
-	}
-
-	return input.type;
-}
-
-export function directionKeyFromParts(
-	changePercent: number | null | undefined,
-	sentiment: ParsedInsight["sentiment"]
-): "down" | "flat" | "up" {
-	if (
-		changePercent !== null &&
-		changePercent !== undefined &&
-		changePercent !== 0
-	) {
-		return changePercent > 0 ? "up" : "down";
-	}
-	if (sentiment === "positive") {
-		return "up";
-	}
-	if (sentiment === "negative") {
-		return "down";
-	}
-	return "flat";
-}
-
-export function insightDedupeKey(input: InsightDedupeInput): string {
-	const dir = directionKeyFromParts(input.changePercent, input.sentiment);
-	const subjectKey = deriveInsightSubjectKey(input);
-	return `${input.websiteId}|${input.type}|${dir}|${subjectKey}`;
-}
-
-export async function fetchInsightDedupeKeyToIdMap(
-	organizationId: string
-): Promise<Map<string, string>> {
-	const cutoff = dayjs().subtract(GENERATION_COOLDOWN_HOURS, "hour").toDate();
-	const rows = await db
-		.select({
-			id: analyticsInsights.id,
-			websiteId: analyticsInsights.websiteId,
-			type: analyticsInsights.type,
-			sentiment: analyticsInsights.sentiment,
-			changePercent: analyticsInsights.changePercent,
-			subjectKey: analyticsInsights.subjectKey,
-			title: analyticsInsights.title,
-		})
-		.from(analyticsInsights)
-		.where(
-			and(
-				eq(analyticsInsights.organizationId, organizationId),
-				gte(analyticsInsights.createdAt, cutoff)
-			)
-		)
-		.orderBy(desc(analyticsInsights.createdAt));
-
-	const map = new Map<string, string>();
-	for (const row of rows) {
-		const key = insightDedupeKey({
-			websiteId: row.websiteId,
-			type: row.type as ParsedInsight["type"],
-			sentiment: row.sentiment as ParsedInsight["sentiment"],
-			changePercent: row.changePercent,
-			subjectKey: row.subjectKey,
-			title: row.title,
-		});
-		if (!map.has(key)) {
-			map.set(key, row.id);
-		}
-	}
-	return map;
-}
diff --git a/packages/ai/src/ai/insights/fetch-context.ts b/packages/ai/src/ai/insights/fetch-context.ts
index 144627848..e998948cf 100644
--- a/packages/ai/src/ai/insights/fetch-context.ts
+++ b/packages/ai/src/ai/insights/fetch-context.ts
@@ -1,155 +1,36 @@
-import dayjs from "dayjs";
-import { log } from "evlog";
-import { getActiveAiRequestLogger } from "../../lib/request-logger";
 import { executeQuery } from "../../query";
-import type { WebPeriodData, WeekOverWeekPeriod } from "./types";
 
-const QUERY_FETCH_TIMEOUT_MS = 45_000;
-
-function runQueryWithTimeout<T>(
-	label: string,
-	fn: () => Promise<T>
-): Promise<T> {
-	return Promise.race([
-		fn(),
-		new Promise<never>((_, reject) => {
-			setTimeout(() => {
-				reject(new Error(`${label} timed out`));
-			}, QUERY_FETCH_TIMEOUT_MS);
-		}),
-	]);
-}
-
-export function getWeekOverWeekPeriod(): WeekOverWeekPeriod {
-	const now = dayjs();
-	return {
-		current: {
-			from: now.subtract(7, "day").format("YYYY-MM-DD"),
-			to: now.format("YYYY-MM-DD"),
-		},
-		previous: {
-			from: now.subtract(14, "day").format("YYYY-MM-DD"),
-			to: now.subtract(7, "day").format("YYYY-MM-DD"),
-		},
-	};
-}
-
-export async function fetchWebPeriodData(
-	websiteId: string,
-	domain: string,
-	from: string,
-	to: string,
-	timezone: string
-): Promise<WebPeriodData> {
-	const base = { projectId: websiteId, from, to, timezone };
-
-	const safe = async (
-		label: string,
-		run: () => Promise<Record<string, unknown>[]>
-	): Promise<Record<string, unknown>[]> => {
-		try {
-			const value = await runQueryWithTimeout(label, run);
-			return Array.isArray(value) ? value : [];
-		} catch (error) {
-			const context = {
-				insights: { websiteId, label, error },
-			};
-			const requestLogger = getActiveAiRequestLogger();
-			if (requestLogger) {
-				requestLogger.warn(
-					"Insights period query failed or timed out",
-					context
-				);
-			} else {
-				log.warn({
-					service: "api",
-					message: "Insights period query failed or timed out",
-					...context,
-				});
-			}
-			return [];
-		}
-	};
-
-	const [
-		summary,
-		topPages,
-		errorSummary,
-		topReferrers,
-		countries,
-		browsers,
-		vitalsOverview,
-	] = await Promise.all([
-		safe("summary_metrics", () =>
-			executeQuery({ ...base, type: "summary_metrics" }, domain, timezone)
-		),
-		safe("top_pages", () =>
-			executeQuery({ ...base, type: "top_pages", limit: 10 }, domain, timezone)
-		),
-		safe("error_summary", () =>
-			executeQuery({ ...base, type: "error_summary" }, domain, timezone)
-		),
-		safe("top_referrers", () =>
-			executeQuery(
-				{ ...base, type: "top_referrers", limit: 10 },
-				domain,
-				timezone
-			)
-		),
-		safe("country", () =>
-			executeQuery({ ...base, type: "country", limit: 8 }, domain, timezone)
-		),
-		safe("browser_name", () =>
-			executeQuery(
-				{ ...base, type: "browser_name", limit: 8 },
-				domain,
-				timezone
-			)
-		),
-		safe("vitals_overview", () =>
-			executeQuery({ ...base, type: "vitals_overview" }, domain, timezone)
-		),
-	]);
-
-	return {
-		summary,
-		topPages,
-		errorSummary,
-		topReferrers,
-		countries,
-		browsers,
-		vitalsOverview,
-	};
-}
-
-export async function hasWebInsightData(
+export async function hasTrackedInsightData(
 	websiteId: string,
 	domain: string,
 	from: string,
 	to: string,
 	timezone: string
 ): Promise<boolean> {
-	const base = { projectId: websiteId, from, to, timezone };
-	const safe = async (
-		label: string,
-		run: () => Promise<Record<string, unknown>[]>
-	): Promise<Record<string, unknown>[]> => {
-		try {
-			const value = await runQueryWithTimeout(label, run);
-			return Array.isArray(value) ? value : [];
-		} catch {
-			return [];
-		}
-	};
-
-	const [summary, topPages] = await Promise.all([
-		safe("summary_metrics", () =>
-			executeQuery({ ...base, type: "summary_metrics" }, domain, timezone)
-		),
-		safe("top_pages", () =>
-			executeQuery({ ...base, type: "top_pages", limit: 1 }, domain, timezone)
-		),
-	]);
-
-	return summary.length > 0 || topPages.length > 0;
+	const request = { projectId: websiteId, from, to, timezone };
+	const results = await Promise.allSettled(
+		[
+			"summary_metrics",
+			"error_summary",
+			"revenue_overview",
+			"custom_events_discovery",
+		].map((type) => executeQuery({ ...request, type }, domain, timezone))
+	);
+	const responses = results.flatMap((result) =>
+		result.status === "fulfilled" ? [result.value] : []
+	);
+	if (responses.length === 0) {
+		const failure = results.find(
+			(result): result is PromiseRejectedResult => result.status === "rejected"
+		);
+		throw failure?.reason ?? new Error("Insight data checks failed");
+	}
+	return responses.some((rows) =>
+		rows.some((row) =>
+			Object.values(row).some((value) => {
+				const number = Number(value);
+				return Number.isFinite(number) && number !== 0;
+			})
+		)
+	);
 }
diff --git a/packages/ai/src/ai/insights/normalize.test.ts b/packages/ai/src/ai/insights/normalize.test.ts
deleted file mode 100644
index d0f14a65f..000000000
--- a/packages/ai/src/ai/insights/normalize.test.ts
+++ /dev/null
@@ -1,163 +0,0 @@
-import { describe, expect, it } from "vitest";
-
-/**
- * The normalize functions are not exported individually, so we test them
- * via the public formatLegacyWebDataForPrompt which exercises all of them.
- * We also re-implement the pure helpers inline for targeted testing since
- * they're small, stable, and critical for insight quality.
- */
-
-// ── Re-implementation of private helpers for direct testing ──
-
-function humanizeMetricKey(key: string): string {
-	return key.replaceAll("_", " ").replaceAll(/\b\w/g, (c) => c.toUpperCase());
-}
-
-function formatMetricValue(value: unknown): string {
-	if (value === null || value === undefined) return "";
-	if (typeof value === "number")
-		return Number.isInteger(value) ? String(value) : value.toFixed(2);
-	if (typeof value === "boolean") return value ? "yes" : "no";
-	if (typeof value === "string") return value;
-	return JSON.stringify(value);
-}
-
-const PATH_SEGMENT_ALNUM = /^[a-zA-Z0-9_-]+$/;
-const DIGIT_CLASS = /\d/;
-const LETTER_CLASS = /[a-zA-Z]/;
-const LOWER_CLASS = /[a-z]/;
-const UPPER_CLASS = /[A-Z]/;
-
-function isOpaquePathSegment(segment: string): boolean {
-	if (segment.length < 8) return false;
-	if (!PATH_SEGMENT_ALNUM.test(segment)) return false;
-	const hasDigit = DIGIT_CLASS.test(segment);
-	const hasLetter = LETTER_CLASS.test(segment);
-	if (segment.length >= 16) return hasLetter || hasDigit;
-	return hasDigit || (LOWER_CLASS.test(segment) && UPPER_CLASS.test(segment));
-}
-
-function titleCasePathWords(segment: string): string {
-	return segment
-		.replaceAll(/[-_]/g, " ")
-		.split(" ")
-		.filter(Boolean)
-		.map((w) => w.charAt(0).toUpperCase() + w.slice(1).toLowerCase())
-		.join(" ");
-}
-
-function humanizePagePathForPrompt(rawPath: string): string {
-	const path = rawPath.trim() || "/";
-	if (path === "/" || path === "") return "Home";
-	const segments = path.split("/").filter(Boolean);
-	const last = segments.at(-1) ?? "";
-	if (isOpaquePathSegment(last) && segments.length >= 2) {
-		const parent = segments.at(-2) ?? "";
-		if (parent && !isOpaquePathSegment(parent)) return `${titleCasePathWords(parent)} page`;
-		return "Page";
-	}
-	if (isOpaquePathSegment(last)) return "Page";
-	return `${titleCasePathWords(last)} page`;
-}
-
-// ── Tests ──
-
-describe("humanizeMetricKey", () => {
-	it("converts underscores to spaces and title-cases", () => {
-		expect(humanizeMetricKey("page_views")).toBe("Page Views");
-		expect(humanizeMetricKey("avg_time_on_page")).toBe("Avg Time On Page");
-	});
-
-	it("handles single word", () => {
-		expect(humanizeMetricKey("visitors")).toBe("Visitors");
-	});
-});
-
-describe("formatMetricValue", () => {
-	it("formats integers without decimals", () => {
-		expect(formatMetricValue(42)).toBe("42");
-	});
-
-	it("formats floats to 2 decimal places", () => {
-		expect(formatMetricValue(3.14159)).toBe("3.14");
-	});
-
-	it("formats booleans as yes/no", () => {
-		expect(formatMetricValue(true)).toBe("yes");
-		expect(formatMetricValue(false)).toBe("no");
-	});
-
-	it("returns empty for null/undefined", () => {
-		expect(formatMetricValue(null)).toBe("");
-		expect(formatMetricValue(undefined)).toBe("");
-	});
-
-	it("passes strings through", () => {
-		expect(formatMetricValue("hello")).toBe("hello");
-	});
-
-	it("JSON stringifies objects", () => {
-		expect(formatMetricValue({ a: 1 })).toBe('{"a":1}');
-	});
-});
-
-describe("isOpaquePathSegment", () => {
-	it("returns false for short segments", () => {
-		expect(isOpaquePathSegment("blog")).toBe(false);
-		expect(isOpaquePathSegment("about")).toBe(false);
-	});
-
-	it("detects hex hashes as opaque", () => {
-		expect(isOpaquePathSegment("a1b2c3d4e5f6")).toBe(true);
-	});
-
-	it("treats UUIDs with dashes as opaque (dashes are allowed in alnum regex)", () => {
-		expect(isOpaquePathSegment("550e8400-e29b-41d4-a716-446655440000")).toBe(true);
-	});
-
-	it("detects mixed-case 8+ char segments as opaque", () => {
-		expect(isOpaquePathSegment("AbCdEfGh")).toBe(true);
-	});
-
-	it("detects digit-containing 8+ char segments as opaque", () => {
-		expect(isOpaquePathSegment("article123")).toBe(true);
-	});
-
-	it("allows long lowercase slugs (no digits, no uppercase)", () => {
-		expect(isOpaquePathSegment("my-blog-post")).toBe(false); // has dash - not alnum
-	});
-
-	it("allows pure lowercase alnum >= 16 chars as opaque", () => {
-		expect(isOpaquePathSegment("abcdefghijklmnop")).toBe(true);
-	});
-});
-
-describe("humanizePagePathForPrompt", () => {
-	it("returns Home for root path", () => {
-		expect(humanizePagePathForPrompt("/")).toBe("Home");
-		expect(humanizePagePathForPrompt("")).toBe("Home");
-		expect(humanizePagePathForPrompt("  ")).toBe("Home");
-	});
-
-	it("title-cases the last segment", () => {
-		expect(humanizePagePathForPrompt("/about")).toBe("About page");
-		expect(humanizePagePathForPrompt("/contact-us")).toBe("Contact Us page");
-		expect(humanizePagePathForPrompt("/blog_posts")).toBe("Blog Posts page");
-	});
-
-	it("uses parent when last segment is opaque", () => {
-		expect(humanizePagePathForPrompt("/products/abc123def456")).toBe(
-			"Products page"
-		);
-	});
-
-	it("returns Page when both last and parent are opaque", () => {
-		expect(
-			humanizePagePathForPrompt("/abc123def456/xyz789abc012")
-		).toBe("Page");
-	});
-
-	it("returns Page for single opaque segment", () => {
-		expect(humanizePagePathForPrompt("/abc123def456")).toBe("Page");
-	});
-});
diff --git a/packages/ai/src/ai/insights/normalize.ts b/packages/ai/src/ai/insights/normalize.ts
deleted file mode 100644
index 76555057e..000000000
--- a/packages/ai/src/ai/insights/normalize.ts
+++ /dev/null
@@ -1,175 +0,0 @@
-import type { WebPeriodData } from "./types";
-
-const PATH_SEGMENT_ALNUM = /^[a-zA-Z0-9_-]+$/;
-const DIGIT_CLASS = /\d/;
-const LETTER_CLASS = /[a-zA-Z]/;
-const LOWER_CLASS = /[a-z]/;
-const UPPER_CLASS = /[A-Z]/;
-const DASH_UNDERSCORE_SPLIT = /[-_]/g;
-
-function humanizeMetricKey(key: string): string {
-	return key.replaceAll("_", " ").replaceAll(/\b\w/g, (c) => c.toUpperCase());
-}
-
-function formatMetricValue(value: unknown): string {
-	if (value === null || value === undefined) {
-		return "";
-	}
-	if (typeof value === "number") {
-		return Number.isInteger(value) ? String(value) : value.toFixed(2);
-	}
-	if (typeof value === "boolean") {
-		return value ? "yes" : "no";
-	}
-	if (typeof value === "string") {
-		return value;
-	}
-	return JSON.stringify(value);
-}
-
-function formatObjectLine(record: Record<string, unknown>): string {
-	return Object.entries(record)
-		.filter(([, v]) => v !== null && v !== undefined)
-		.map(([k, v]) => `${humanizeMetricKey(k)}: ${formatMetricValue(v)}`)
-		.join(" | ");
-}
-
-function formatRowsBlock(
-	rows: Record<string, unknown>[],
-	sectionTitle: string
-): string {
-	if (rows.length === 0) {
-		return "";
-	}
-	const lines = rows.map((row) => formatObjectLine(row));
-	return `### ${sectionTitle}\n${lines.join("\n")}`;
-}
-
-function isOpaquePathSegment(segment: string): boolean {
-	if (segment.length < 8) {
-		return false;
-	}
-	if (!PATH_SEGMENT_ALNUM.test(segment)) {
-		return false;
-	}
-	const hasDigit = DIGIT_CLASS.test(segment);
-	const hasLetter = LETTER_CLASS.test(segment);
-	if (segment.length >= 16) {
-		return hasLetter || hasDigit;
-	}
-	return hasDigit || (LOWER_CLASS.test(segment) && UPPER_CLASS.test(segment));
-}
-
-function titleCasePathWords(segment: string): string {
-	return segment
-		.replaceAll(DASH_UNDERSCORE_SPLIT, " ")
-		.split(" ")
-		.filter(Boolean)
-		.map((w) => w.charAt(0).toUpperCase() + w.slice(1).toLowerCase())
-		.join(" ");
-}
-
-function humanizePagePathForPrompt(rawPath: string): string {
-	const path = rawPath.trim() || "/";
-	if (path === "/" || path === "") {
-		return "Home";
-	}
-	const segments = path.split("/").filter(Boolean);
-	const last = segments.at(-1) ?? "";
-	if (isOpaquePathSegment(last) && segments.length >= 2) {
-		const parent = segments.at(-2) ?? "";
-		if (parent && !isOpaquePathSegment(parent)) {
-			return `${titleCasePathWords(parent)} page`;
-		}
-		return "Page";
-	}
-	if (isOpaquePathSegment(last)) {
-		return "Page";
-	}
-	return `${titleCasePathWords(last)} page`;
-}
-
-function formatTopPagesBlock(rows: Record<string, unknown>[]): string {
-	if (rows.length === 0) {
-		return "";
-	}
-	const lines = rows.map((row) => {
-		const rawName =
-			typeof row.name === "string" ? row.name : String(row.name ?? "");
-		const human = humanizePagePathForPrompt(rawName);
-		const base = formatObjectLine(row);
-		return `${base} | Human label (use in titles, not raw paths with IDs): ${human}`;
-	});
-	return `### Top Pages\n${lines.join("\n")}`;
-}
-
-export function formatLegacyWebDataForPrompt(
-	current: WebPeriodData,
-	previous: WebPeriodData,
-	currentRange: { from: string; to: string },
-	previousRange: { from: string; to: string }
-): string {
-	const sections: string[] = [];
-
-	sections.push(
-		`## Current Period (${currentRange.from} to ${currentRange.to})`
-	);
-	sections.push(formatRowsBlock(current.summary, "Summary"));
-	if (current.topPages.length > 0) {
-		sections.push(formatTopPagesBlock(current.topPages));
-	}
-	if (current.errorSummary.length > 0) {
-		sections.push(formatRowsBlock(current.errorSummary, "Errors"));
-	}
-	if (current.topReferrers.length > 0) {
-		sections.push(formatRowsBlock(current.topReferrers, "Top Referrers"));
-	}
-	if (current.countries.length > 0) {
-		sections.push(
-			formatRowsBlock(current.countries, "Countries (by visitors)")
-		);
-	}
-	if (current.browsers.length > 0) {
-		sections.push(formatRowsBlock(current.browsers, "Browsers (by visitors)"));
-	}
-	if (current.vitalsOverview.length > 0) {
-		sections.push(
-			formatRowsBlock(
-				current.vitalsOverview,
-				"Web Vitals (p75 and samples; use for performance insights when samples are meaningful)"
-			)
-		);
-	}
-
-	sections.push(
-		`\n## Previous Period (${previousRange.from} to ${previousRange.to})`
-	);
-	sections.push(formatRowsBlock(previous.summary, "Summary"));
-	if (previous.topPages.length > 0) {
-		sections.push(formatTopPagesBlock(previous.topPages));
-	}
-	if (previous.errorSummary.length > 0) {
-		sections.push(formatRowsBlock(previous.errorSummary, "Errors"));
-	}
-	if (previous.topReferrers.length > 0) {
-		sections.push(formatRowsBlock(previous.topReferrers, "Top Referrers"));
-	}
-	if (previous.countries.length > 0) {
-		sections.push(
-			formatRowsBlock(previous.countries, "Countries (by visitors)")
-		);
-	}
-	if (previous.browsers.length > 0) {
-		sections.push(formatRowsBlock(previous.browsers, "Browsers (by visitors)"));
-	}
-	if (previous.vitalsOverview.length > 0) {
-		sections.push(
-			formatRowsBlock(
-				previous.vitalsOverview,
-				"Web Vitals (p75 and samples; use for performance insights when samples are meaningful)"
-			)
-		);
-	}
-
-	return sections.filter(Boolean).join("\n\n");
-}
diff --git a/packages/ai/src/ai/insights/ops-context.ts b/packages/ai/src/ai/insights/ops-context.ts
index c1a01ee95..1525d2583 100644
--- a/packages/ai/src/ai/insights/ops-context.ts
+++ b/packages/ai/src/ai/insights/ops-context.ts
@@ -3,7 +3,6 @@ import { callRPCProcedure } from "../tools/utils";
 import { executeQuery } from "../../query";
 import type { QueryRequest } from "../../query/types";
 import { fetchFlagChangeContext } from "./flag-context";
-import type { WeekOverWeekPeriod } from "./types";
 
 const DEFAULT_OPS_LIMIT = 5;
 
@@ -110,12 +109,10 @@ async function getFlagChanges(
 
 export async function fetchOpsMetrics(
 	appContext: AppContext,
-	periodBounds: WeekOverWeekPeriod,
+	range: { from: string; to: string },
 	period: "current" | "previous",
 	queries: OpsInsightQuery[]
 ) {
-	const range =
-		period === "current" ? periodBounds.current : periodBounds.previous;
 	const results: Record<string, unknown>[] = [];
 
 	for (const query of queries) {
@@ -157,9 +154,5 @@ export async function fetchOpsMetrics(
 		}
 	}
 
-	return {
-		period,
-		range,
-		results,
-	};
+	return { results };
 }
diff --git a/packages/ai/src/ai/insights/product-context.ts b/packages/ai/src/ai/insights/product-context.ts
index 67c60f3d1..1ff20ee4a 100644
--- a/packages/ai/src/ai/insights/product-context.ts
+++ b/packages/ai/src/ai/insights/product-context.ts
@@ -2,22 +2,10 @@ import { type AppContext, requireWebsiteId } from "../config/context";
 import { callRPCProcedure } from "../tools/utils";
 import { executeQuery } from "../../query";
 import type { QueryRequest } from "../../query/types";
-import type { WeekOverWeekPeriod } from "./types";
 
-const DEFAULT_PRODUCT_LIMIT = 5;
-
-export const PRODUCT_INSIGHT_QUERY_TYPES = [
-	"goals_summary",
-	"funnels_summary",
-	"custom_events_summary",
-] as const;
-
-export type ProductInsightQueryType =
-	(typeof PRODUCT_INSIGHT_QUERY_TYPES)[number];
-
-export interface ProductInsightQuery {
-	limit?: number;
-	type: ProductInsightQueryType;
+export interface ProductInsightTarget {
+	id: string;
+	type: "event" | "funnel" | "goal";
 }
 
 function toNumber(value: unknown): number {
@@ -36,40 +24,34 @@ function toNumber(value: unknown): number {
 async function getGoalsSummary(
 	appContext: AppContext,
 	range: { from: string; to: string },
-	limit: number
+	goalId: string
 ) {
-	const goals = await callRPCProcedure(
+	const goal = (await callRPCProcedure(
 		"goals",
-		"list",
-		{ websiteId: appContext.websiteId },
+		"getById",
+		{ id: goalId },
 		appContext
-	);
-
-	if (!Array.isArray(goals) || goals.length === 0) {
-		return { count: 0, goals: [] };
-	}
-
-	const selectedGoals = goals.slice(0, limit) as Record<string, unknown>[];
-	const summaries = await Promise.all(
-		selectedGoals.map(async (goal) => {
-			const analytics = (await callRPCProcedure(
-				"goals",
-				"getAnalytics",
-				{
-					goalId: goal.id,
-					websiteId: appContext.websiteId,
-					startDate: range.from,
-					endDate: range.to,
-				},
-				appContext
-			)) as Record<string, unknown>;
-
-			const steps = Array.isArray(analytics.steps_analytics)
-				? (analytics.steps_analytics as Record<string, unknown>[])
-				: [];
-			const primaryStep = steps[0] ?? {};
+	)) as Record<string, unknown>;
+	const analytics = (await callRPCProcedure(
+		"goals",
+		"getAnalytics",
+		{
+			goalId,
+			websiteId: appContext.websiteId,
+			startDate: range.from,
+			endDate: range.to,
+		},
+		appContext
+	)) as Record<string, unknown>;
+	const steps = Array.isArray(analytics.steps_analytics)
+		? (analytics.steps_analytics as Record<string, unknown>[])
+		: [];
+	const primaryStep = steps[0] ?? {};
 
-			return {
+	return {
+		count: 1,
+		goals: [
+			{
 				id: goal.id,
 				name: goal.name,
 				type: goal.type,
@@ -78,51 +60,43 @@ async function getGoalsSummary(
 				total_users_entered: toNumber(analytics.total_users_entered),
 				total_users_completed: toNumber(analytics.total_users_completed),
 				error_rate: toNumber(primaryStep.error_rate),
-			};
-		})
-	);
-
-	return { count: goals.length, goals: summaries };
+			},
+		],
+	};
 }
 
 async function getFunnelsSummary(
 	appContext: AppContext,
 	range: { from: string; to: string },
-	limit: number
+	funnelId: string
 ) {
-	const funnels = await callRPCProcedure(
+	const funnel = (await callRPCProcedure(
 		"funnels",
-		"list",
-		{ websiteId: appContext.websiteId },
+		"getById",
+		{ id: funnelId },
 		appContext
-	);
-
-	if (!Array.isArray(funnels) || funnels.length === 0) {
-		return { count: 0, funnels: [] };
-	}
-
-	const selectedFunnels = funnels.slice(0, limit) as Record<string, unknown>[];
-	const summaries = await Promise.all(
-		selectedFunnels.map(async (funnel) => {
-			const analytics = (await callRPCProcedure(
-				"funnels",
-				"getAnalytics",
-				{
-					funnelId: funnel.id,
-					websiteId: appContext.websiteId,
-					startDate: range.from,
-					endDate: range.to,
-				},
-				appContext
-			)) as Record<string, unknown>;
-
-			const errorInsights =
-				typeof analytics.error_insights === "object" &&
-				analytics.error_insights !== null
-					? (analytics.error_insights as Record<string, unknown>)
-					: {};
+	)) as Record<string, unknown>;
+	const analytics = (await callRPCProcedure(
+		"funnels",
+		"getAnalytics",
+		{
+			funnelId,
+			websiteId: appContext.websiteId,
+			startDate: range.from,
+			endDate: range.to,
+		},
+		appContext
+	)) as Record<string, unknown>;
+	const errorInsights =
+		typeof analytics.error_insights === "object" &&
+		analytics.error_insights !== null
+			? (analytics.error_insights as Record<string, unknown>)
+			: {};
 
-			return {
+	return {
+		count: 1,
+		funnels: [
+			{
 				id: funnel.id,
 				name: funnel.name,
 				overall_conversion_rate: toNumber(analytics.overall_conversion_rate),
@@ -131,18 +105,16 @@ async function getFunnelsSummary(
 				biggest_dropoff_step: toNumber(analytics.biggest_dropoff_step),
 				biggest_dropoff_rate: toNumber(analytics.biggest_dropoff_rate),
 				error_correlation_rate: toNumber(errorInsights.error_correlation_rate),
-			};
-		})
-	);
-
-	return { count: funnels.length, funnels: summaries };
+			},
+		],
+	};
 }
 
 function runQuery(
 	type: QueryRequest["type"],
 	appContext: AppContext,
 	range: { from: string; to: string },
-	limit?: number
+	filters?: QueryRequest["filters"]
 ) {
 	return executeQuery(
 		{
@@ -151,7 +123,7 @@ function runQuery(
 			from: range.from,
 			to: range.to,
 			timezone: appContext.timezone,
-			limit,
+			filters,
 		},
 		appContext.websiteDomain,
 		appContext.timezone
@@ -161,60 +133,48 @@ function runQuery(
 async function getCustomEventsSummary(
 	appContext: AppContext,
 	range: { from: string; to: string },
-	limit: number
+	eventName: string
 ) {
-	const summary = await runQuery(
-		"custom_events_summary",
-		appContext,
-		range,
-		limit
-	);
+	const summary = await runQuery("custom_events_summary", appContext, range, [
+		{ field: "event_name", op: "eq", value: eventName },
+	]);
 
 	return {
+		event: { id: eventName, name: eventName },
 		custom_events: Array.isArray(summary) ? summary : [],
 	};
 }
 
 export async function fetchProductMetrics(
 	appContext: AppContext,
-	periodBounds: WeekOverWeekPeriod,
-	period: "current" | "previous",
-	queries: ProductInsightQuery[]
+	range: { from: string; to: string },
+	target: ProductInsightTarget
 ) {
-	const range =
-		period === "current" ? periodBounds.current : periodBounds.previous;
-	const results: Record<string, unknown>[] = [];
-
-	for (const query of queries) {
-		const limit = query.limit ?? DEFAULT_PRODUCT_LIMIT;
-
-		switch (query.type) {
-			case "goals_summary":
-				results.push({
-					type: query.type,
-					...(await getGoalsSummary(appContext, range, limit)),
-				});
-				break;
-			case "funnels_summary":
-				results.push({
-					type: query.type,
-					...(await getFunnelsSummary(appContext, range, limit)),
-				});
-				break;
-			case "custom_events_summary":
-				results.push({
-					type: query.type,
-					...(await getCustomEventsSummary(appContext, range, limit)),
-				});
-				break;
-			default:
-				break;
-		}
+	let result: Record<string, unknown>;
+	switch (target.type) {
+		case "goal":
+			result = {
+				type: "goals_summary",
+				...(await getGoalsSummary(appContext, range, target.id)),
+			};
+			break;
+		case "funnel":
+			result = {
+				type: "funnels_summary",
+				...(await getFunnelsSummary(appContext, range, target.id)),
+			};
+			break;
+		case "event":
+			result = {
+				type: "custom_events_summary",
+				...(await getCustomEventsSummary(appContext, range, target.id)),
+			};
+			break;
+		default:
+			throw new Error("Unsupported product target");
 	}
 
 	return {
-		period,
-		range,
-		results,
+		results: [result],
 	};
 }
diff --git a/packages/ai/src/ai/insights/types.ts b/packages/ai/src/ai/insights/types.ts
deleted file mode 100644
index 798d1eae1..000000000
--- a/packages/ai/src/ai/insights/types.ts
+++ /dev/null
@@ -1,21 +0,0 @@
-export interface InsightMetricRow {
-	current: number;
-	format: "number" | "percent" | "duration_ms" | "duration_s";
-	label: string;
-	previous?: number;
-}
-
-export interface WebPeriodData {
-	browsers: Record<string, unknown>[];
-	countries: Record<string, unknown>[];
-	errorSummary: Record<string, unknown>[];
-	summary: Record<string, unknown>[];
-	topPages: Record<string, unknown>[];
-	topReferrers: Record<string, unknown>[];
-	vitalsOverview: Record<string, unknown>[];
-}
-
-export interface WeekOverWeekPeriod {
-	current: { from: string; to: string };
-	previous: { from: string; to: string };
-}
diff --git a/packages/ai/src/ai/insights/validate.test.ts b/packages/ai/src/ai/insights/validate.test.ts
index 99c141513..408280775 100644
--- a/packages/ai/src/ai/insights/validate.test.ts
+++ b/packages/ai/src/ai/insights/validate.test.ts
@@ -1,200 +1,516 @@
-import { describe, expect, it } from "vitest";
-import type { ParsedInsight } from "../schemas/smart-insights-output";
-import { validateInsight, validateInsights } from "./validate";
-
-const base: ParsedInsight = {
-	title: "Error rate improves",
-	description: "Error Rate improved while sessions stayed stable.",
-	suggestion: "Inspect the remaining top error class and close the hotspot.",
-	metrics: [
-		{ label: "Error Rate", current: 4.39, previous: 4.71, format: "percent" },
-	],
+import { describe, expect, it } from "bun:test";
+import type {
+	InvestigationEvidence,
+	InvestigationSignal,
+} from "@databuddy/shared/insights";
+import { validateInvestigationSubmission } from "./validate";
+
+const signal: InvestigationSignal = {
+	signalKey: "signal:visitors",
+	websiteId: "site-1",
+	kind: "change",
+	insightType: "traffic_drop",
+	entity: { type: "website", id: "website", label: "Visitors" },
+	metric: {
+		key: "visitors",
+		label: "Visitors",
+		current: 600,
+		previous: 1000,
+		format: "number",
+	},
+	changePercent: -40,
+	direction: "down",
 	severity: "warning",
 	sentiment: "negative",
 	priority: 7,
-	type: "error_spike",
-	changePercent: -6.8,
-	subjectKey: "error_rate",
-	sources: ["ops"],
-	confidence: 0.9,
+	period: {
+		current: { from: "2026-07-04", to: "2026-07-10" },
+		previous: { from: "2026-06-27", to: "2026-07-03" },
+	},
+	detectedAt: "2026-07-10",
+	detection: {
+		method: "period_comparison",
+		reason: "Visitors changed -40% from the previous period.",
+	},
+};
+
+const evidence: InvestigationEvidence = {
+	evidenceId: "evidence:visitors",
+	signalKey: signal.signalKey,
+	kind: "breakdown",
+	source: "web",
+	queryType: "top_referrers",
+	period: "current",
+	range: signal.period.current,
+	status: "ok",
+	rowCount: 1,
+	summary: "Paid acquisition visitors fell from 1,000 to 600.",
+	metrics: [signal.metric],
+};
+
+const contextEvidence: InvestigationEvidence = {
+	...evidence,
+	evidenceId: "evidence:campaign-ended",
+	kind: "related_change",
+	source: "business",
+	queryType: "annotations",
+	period: "custom",
+	comparison: signal.period,
+	range: null,
+	summary: "The acquisition campaign ended as planned.",
 };
 
-describe("validateInsight", () => {
-	it("repairs improving error insights to positive reliability improvements", () => {
-		const result = validateInsight(base);
+const actionReady = {
+	signalKey: signal.signalKey,
+	disposition: "action_ready" as const,
+	evidenceIds: [evidence.evidenceId],
+	title: "Visitor traffic fell sharply",
+	summary: "Visitor traffic is down 40% week over week.",
+	action: "Compare acquisition channels and landing pages for the lost traffic.",
+	confidence: 0.84,
+	verification: {
+		successCondition: "Visitors return to the previous baseline of 1,000.",
+		checkAfterDays: 7,
+	},
+};
 
-		expect(result.insight).toMatchObject({
-			sentiment: "positive",
-			type: "reliability_improved",
-			changePercent: -6.8,
+describe("validateInvestigationSubmission", () => {
+	it("adapts only model-owned narrative onto backend-owned facts", () => {
+		const result = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [evidence],
+			submission: { results: [actionReady] },
 		});
-		expect(result.warnings).toEqual(
-			expect.arrayContaining([
-				expect.stringContaining("repaired sentiment"),
-				expect.stringContaining("repaired type"),
-			])
+
+		expect(result.errors).toEqual([]);
+		expect(result.insights).toHaveLength(1);
+		expect(result.insights[0]).toMatchObject({
+			title: actionReady.title,
+			description: actionReady.summary,
+			suggestion: actionReady.action,
+			metrics: [
+				{
+					label: signal.metric.label,
+					current: signal.metric.current,
+					previous: signal.metric.previous,
+					format: signal.metric.format,
+				},
+			],
+			severity: signal.severity,
+			sentiment: signal.sentiment,
+			priority: signal.priority,
+			changePercent: signal.changePercent,
+			type: signal.insightType,
+			subjectKey: signal.signalKey,
+		});
+		expect(result.insights[0].evidence?.at(-1)?.description).toContain(
+			"Verify in 7 days"
 		);
 	});
 
-	it("repairs changePercent from the primary metric", () => {
-		const result = validateInsight({ ...base, changePercent: 12 });
+	it("accepts intentional silence as a successful terminal result", () => {
+		for (const terminal of [
+			{
+				signalKey: signal.signalKey,
+				disposition: "not_a_problem" as const,
+				evidenceIds: [contextEvidence.evidenceId],
+				summary: "The change matches a planned campaign ending.",
+				confidence: 0.9,
+			},
+			{
+				signalKey: signal.signalKey,
+				disposition: "monitor" as const,
+				evidenceIds: [evidence.evidenceId],
+				summary: "One period is not enough to act.",
+				confidence: 0.7,
+				escalationCondition:
+					"Escalate if traffic remains 40% below baseline after 3 days.",
+				checkAfterDays: 3,
+			},
+		]) {
+			const result = validateInvestigationSubmission({
+				signals: [signal],
+				evidence: [evidence, contextEvidence],
+				submission: { results: [terminal] },
+			});
+			expect(result.submission).not.toBeNull();
+			expect(result.insights).toEqual([]);
+		}
 
-		expect(result.insight?.changePercent).toBe(-6.8);
-		expect(result.warnings).toEqual(
-			expect.arrayContaining([expect.stringContaining("repaired changePercent")])
+		const unsupportedDismissal = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [evidence],
+			submission: {
+				results: [
+					{
+						signalKey: signal.signalKey,
+						disposition: "not_a_problem",
+						evidenceIds: [evidence.evidenceId],
+						summary: "No action is warranted.",
+						confidence: 0.8,
+					},
+				],
+			},
+		});
+		expect(unsupportedDismissal.errors).toContain(
+			`${signal.signalKey} dismisses a signal without explanatory evidence`
 		);
 	});
 
-	it("drops titles that contradict the primary metric direction", () => {
-		const result = validateInsight({
-			...base,
-			title: "Cross-property dependency rises to 75.9%",
-			description: "The dependency changed this week.",
-			metrics: [
-				{
-					label: "Cross-property Traffic Share",
-					current: 75.85,
-					previous: 79.24,
-					format: "percent",
-				},
-			],
-			type: "cross_property_dependency",
-			sentiment: "neutral",
-			changePercent: -5.75,
+	it("rejects missing, unknown, and cross-signal terminal references", () => {
+		const otherSignal = { ...signal, signalKey: "signal:sessions" };
+		const missing = validateInvestigationSubmission({
+			signals: [signal, otherSignal],
+			evidence: [evidence],
+			submission: { results: [actionReady] },
+		});
+		expect(missing.errors[0]).toContain("Missing terminal result");
+
+		const unknown = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [evidence],
+			submission: {
+				results: [{ ...actionReady, signalKey: "signal:invented" }],
+			},
 		});
+		expect(unknown.errors[0]).toContain("Missing terminal result");
+		expect(unknown.errors[1]).toContain("Unknown signal");
 
-		expect(result.insight).toBeNull();
-		expect(result.warnings.join("\n")).toContain("title direction contradicts");
+		const foreignEvidence = {
+			...evidence,
+			signalKey: otherSignal.signalKey,
+		};
+		const foreign = validateInvestigationSubmission({
+			signals: [signal, otherSignal],
+			evidence: [foreignEvidence],
+			submission: {
+				results: [
+					actionReady,
+					{
+						signalKey: otherSignal.signalKey,
+						disposition: "needs_context",
+						evidenceIds: [],
+						summary: "More context is required.",
+						confidence: 0.2,
+						missingContext: "The affected traffic source is unknown.",
+						question: "Which traffic source should be investigated?",
+					},
+				],
+			},
+		});
+		expect(foreign.errors[0]).toContain("cites evidence owned by");
 	});
 
-	it("allows mixed-direction titles when the primary metric direction is correct", () => {
-		const result = validateInsight({
-			...base,
-			title: "Onboarding funnel entries +81% but conversion slips",
-			description: "Funnel Entries rose while Conversion Rate slipped.",
-			metrics: [
-				{
-					label: "Onboarding Funnel Entries",
-					current: 67,
-					previous: 37,
-					format: "number",
-				},
-				{
-					label: "Onboarding Conversion Rate",
-					current: 7.46,
-					previous: 8.11,
-					format: "percent",
-				},
-			],
-			type: "conversion_leak",
-			sentiment: "negative",
-			changePercent: 81.1,
+	it("rejects duplicate identities and orphaned evidence", () => {
+		const duplicateSignal = validateInvestigationSubmission({
+			signals: [signal, { ...signal }],
+			evidence: [evidence],
+			submission: { results: [actionReady] },
 		});
+		expect(duplicateSignal.errors).toContain(
+			`Duplicate signal key: ${signal.signalKey}`
+		);
+
+		const duplicateEvidence = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [evidence, { ...evidence, summary: "Different result." }],
+			submission: { results: [actionReady] },
+		});
+		expect(duplicateEvidence.errors).toContain(
+			`Duplicate evidence ID: ${evidence.evidenceId}`
+		);
 
-		expect(result.insight).toMatchObject({
-			title: "Onboarding funnel entries +81% but conversion slips",
-			changePercent: 81.1,
+		const orphanedEvidence = {
+			...evidence,
+			evidenceId: "evidence:orphaned",
+			signalKey: "signal:missing",
+		};
+		const orphaned = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [evidence, orphanedEvidence],
+			submission: { results: [actionReady] },
 		});
+		expect(orphaned.errors).toContain(
+			"Evidence evidence:orphaned belongs to unknown signal: signal:missing"
+		);
 	});
 
-	it("treats rising vitals latency as negative", () => {
-		const result = validateInsight({
-			...base,
-			title: "Interactions getting slower",
-			description: "INP p75 worsened this week.",
-			metrics: [
-				{ label: "INP p75", current: 104, previous: 96, format: "duration_ms" },
-			],
-			type: "vitals_degraded",
-			sentiment: "positive",
-			changePercent: 8.3,
+	it("does not let a query failure become a confident conclusion", () => {
+		const failedEvidence: InvestigationEvidence = {
+			...evidence,
+			status: "failed",
+			rowCount: 0,
+			error: "ClickHouse timed out",
+		};
+		delete (failedEvidence as Partial<typeof failedEvidence>).summary;
+		delete (failedEvidence as Partial<typeof failedEvidence>).metrics;
+
+		const result = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [failedEvidence],
+			submission: { results: [actionReady] },
 		});
+		expect(result.errors).toContain(
+			`${signal.signalKey} uses failed evidence for a conclusion`
+		);
+	});
 
-		expect(result.insight).toMatchObject({
-			sentiment: "negative",
-			type: "vitals_degraded",
-			changePercent: 8.3,
+	it("does not treat an empty query as evidence for a change conclusion", () => {
+		const emptyEvidence: InvestigationEvidence = {
+			evidenceId: "evidence:empty",
+			signalKey: signal.signalKey,
+			kind: "breakdown",
+			source: "web",
+			queryType: "top_pages",
+			period: "current",
+			range: signal.period.current,
+			status: "empty",
+			rowCount: 0,
+			summary: "top_pages returned no rows.",
+		};
+		const result = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [emptyEvidence],
+			submission: {
+				results: [{ ...actionReady, evidenceIds: [emptyEvidence.evidenceId] }],
+			},
 		});
+
+		expect(result.errors).toContain(
+			`${signal.signalKey} uses empty evidence for a conclusion`
+		);
 	});
 
-	it("drops technical jargon in titles", () => {
-		const result = validateInsight({
-			...base,
-			title: "INP p75 regression",
-			description: "Interaction latency worsened this week.",
-			suggestion: "Profile homepage JavaScript during real sessions.",
-			metrics: [
-				{ label: "INP p75", current: 104, previous: 96, format: "duration_ms" },
-			],
-			type: "vitals_degraded",
-			sentiment: "negative",
-			changePercent: 8.3,
+	it("rejects numeric claims that do not occur in the signal or cited evidence", () => {
+		const result = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [evidence],
+			submission: {
+				results: [
+					{
+						...actionReady,
+						summary: "Visitor traffic is down 91% week over week.",
+					},
+				],
+			},
 		});
 
-		expect(result.insight).toBeNull();
-		expect(result.warnings.join("\n")).toContain("technical jargon");
+		expect(result.errors).toContain(
+			`${signal.signalKey} uses unsupported numbers: 91%`
+		);
 	});
 
-	it("drops generic monitoring advice", () => {
-		const result = validateInsight({
-			...base,
-			suggestion: "Monitor this closely over the next week.",
+	it("rejects action-ready recommendations supported only by a trend", () => {
+		const trendEvidence: InvestigationEvidence = {
+			...evidence,
+			evidenceId: "evidence:trend-only",
+			kind: "trend",
+			queryType: "summary_metrics",
+			summary: "Visitors fell from 1,000 to 600.",
+		};
+		const result = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [trendEvidence],
+			submission: {
+				results: [
+					{
+						...actionReady,
+						evidenceIds: [trendEvidence.evidenceId],
+						action: "Pause all acquisition campaigns immediately.",
+					},
+				],
+			},
 		});
 
-		expect(result.insight).toBeNull();
-		expect(result.warnings.join("\n")).toContain("generic monitoring");
+		expect(result.errors).toContain(
+			`${signal.signalKey} recommends action without usable diagnostic evidence`
+		);
 	});
 
-	it("drops unsupported revenue impact claims without business data", () => {
-		const result = validateInsight({
-			...base,
-			title: "Pricing traffic creates revenue upside",
-			description: "Pricing Page Visitors rose and should create revenue upside.",
-			suggestion: "Inspect the pricing path and compare conversion quality.",
-			sources: ["web"],
+	it("checks units, direction, actions, and verification text", () => {
+		const result = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [evidence],
+			submission: {
+				results: [
+					{
+						...actionReady,
+						summary: "Visitor traffic rose 40% week over week.",
+						action: "Increase campaign spend by $9,999.",
+						verification: {
+							...actionReady.verification,
+							successCondition: "Conversion reaches 99%.",
+						},
+					},
+				],
+			},
 		});
 
-		expect(result.insight).toBeNull();
-		expect(result.warnings.join("\n")).toContain("business impact claim");
+		expect(result.errors).toContain(
+			`${signal.signalKey} uses unsupported numbers: $9,999, 99%`
+		);
+		expect(result.errors).toContain(
+			`${signal.signalKey} describes the opposite metric direction`
+		);
+
+		const scheduleLeak = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [evidence],
+			submission: {
+				results: [
+					{
+						...actionReady,
+						action: "Set the acquisition threshold to 7.",
+						verification: {
+							...actionReady.verification,
+							checkAfterDays: 7,
+						},
+					},
+				],
+			},
+		});
+		expect(scheduleLeak.errors).toContain(
+			`${signal.signalKey} uses unsupported numbers: 7`
+		);
 	});
 
-	it("drops overstated attribution causality", () => {
-		const result = validateInsight({
-			...base,
-			title: "Twitter caused engagement drop",
-			description:
-				"Engagement dropped because of the Twitter referrer mix shift.",
-			suggestion: "Segment Twitter sessions against other referrers to verify.",
-			type: "referrer_change",
-			sources: ["web"],
-			confidence: 0.65,
+	it("turns missing context into a concrete question without invented facts", () => {
+		const result = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [],
+			submission: {
+				results: [
+					{
+						signalKey: signal.signalKey,
+						disposition: "needs_context",
+						evidenceIds: [],
+						summary: "Attribution is not configured for this traffic.",
+						confidence: 1,
+						missingContext: "Campaign attribution parameters.",
+						question: "Which campaign ended during this period?",
+					},
+				],
+			},
 		});
 
-		expect(result.insight).toBeNull();
-		expect(result.warnings.join("\n")).toContain("causality is overstated");
+		expect(result.errors).toEqual([]);
+		expect(result.insights[0]).toMatchObject({
+			title: "Visitors needs context",
+			suggestion: "Which campaign ended during this period?",
+			metrics: [
+				{
+					label: signal.metric.label,
+					current: signal.metric.current,
+					previous: signal.metric.previous,
+					format: signal.metric.format,
+				},
+			],
+			priority: 6,
+			sources: ["web"],
+		});
 	});
-});
 
-describe("validateInsights", () => {
-	it("returns only valid repaired insights", () => {
-		const result = validateInsights([
-			base,
-			{
-				...base,
-				title: "Dependency rises",
-				metrics: [
+	it("requires evidence for root-cause and impact claims", () => {
+		const result = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [evidence],
+			submission: {
+				results: [
 					{
-						label: "Cross-property Traffic Share",
-						current: 75,
-						previous: 80,
-						format: "percent",
+						...actionReady,
+						rootCause: "A tracking release broke acquisition.",
+						impactSummary: "Revenue fell by $10,000.",
 					},
 				],
 			},
+		});
+
+		expect(result.errors).toEqual([
+			`${signal.signalKey} uses unsupported numbers: $10,000`,
+			`${signal.signalKey} states a root cause without causal evidence`,
+			`${signal.signalKey} states impact without impact evidence`,
 		]);
 
-		expect(result.insights).toHaveLength(1);
-		expect(result.insights[0]?.type).toBe("reliability_improved");
-		expect(result.warnings.length).toBeGreaterThan(0);
+		const unrelatedDefinition: InvestigationEvidence = {
+			...contextEvidence,
+			evidenceId: "evidence:unrelated-goal",
+			kind: "definition",
+			source: "product",
+			queryType: "goals_summary",
+			summary: "A separate signup goal is configured.",
+		};
+		const unrelatedCause = validateInvestigationSubmission({
+			signals: [signal],
+			evidence: [unrelatedDefinition],
+			submission: {
+				results: [
+					{
+						...actionReady,
+						evidenceIds: [unrelatedDefinition.evidenceId],
+						rootCause: "A separate goal changed traffic.",
+					},
+				],
+			},
+		});
+		expect(unrelatedCause.errors).toContain(
+			`${signal.signalKey} states a root cause without causal evidence`
+		);
+	});
+
+	it("requires product causal evidence to target the exact entity", () => {
+		const goalSignal: InvestigationSignal = {
+			...signal,
+			signalKey: "goal:target",
+			entity: { type: "goal", id: "target", label: "Target goal" },
+		};
+		const wrongGoal: InvestigationEvidence = {
+			...contextEvidence,
+			evidenceId: "evidence:wrong-goal",
+			signalKey: goalSignal.signalKey,
+			kind: "definition",
+			source: "product",
+			queryType: "goals_summary",
+			entity: { type: "goal", id: "other-goal", label: "Other goal" },
+			summary: "Only the other goal is present.",
+		};
+		const submission = {
+			results: [
+				{
+					...actionReady,
+					signalKey: goalSignal.signalKey,
+					evidenceIds: [wrongGoal.evidenceId],
+					rootCause: "The configured goal definition is wrong.",
+				},
+			],
+		};
+
+		const wrong = validateInvestigationSubmission({
+			signals: [goalSignal],
+			evidence: [wrongGoal],
+			submission,
+		});
+		expect(wrong.errors).toContain(
+			`${goalSignal.signalKey} states a root cause without causal evidence`
+		);
+
+		const exactGoal: InvestigationEvidence = {
+			...wrongGoal,
+			evidenceId: "evidence:target-goal",
+			entity: goalSignal.entity,
+			summary: "The target goal has the wrong completion definition.",
+		};
+		const exact = validateInvestigationSubmission({
+			signals: [goalSignal],
+			evidence: [exactGoal],
+			submission: {
+				results: [
+					{
+						...submission.results[0],
+						evidenceIds: [exactGoal.evidenceId],
+					},
+				],
+			},
+		});
+		expect(exact.errors).toEqual([]);
 	});
 });
diff --git a/packages/ai/src/ai/insights/validate.ts b/packages/ai/src/ai/insights/validate.ts
index 4ddcf03d4..1f500721e 100644
--- a/packages/ai/src/ai/insights/validate.ts
+++ b/packages/ai/src/ai/insights/validate.ts
@@ -1,370 +1,604 @@
-import type { ParsedInsight } from "../schemas/smart-insights-output";
-
-export interface InsightValidationResult {
-	insight: ParsedInsight | null;
-	warnings: string[];
+import {
+	generatedInsightSchema,
+	investigationEvidenceSchema,
+	investigationSignalSchema,
+	investigationSubmissionSchema,
+	type GeneratedInsight,
+	type InsightEvidence,
+	type InsightMetric,
+	type InsightSource,
+	type InvestigationEvidence,
+	type InvestigationResult,
+	type InvestigationSignal,
+	type InvestigationSubmission,
+} from "@databuddy/shared/insights";
+
+export interface InvestigationValidationResult {
+	errors: string[];
+	insights: GeneratedInsight[];
+	submission: InvestigationSubmission | null;
 }
 
-export interface InsightsValidationResult {
-	insights: ParsedInsight[];
-	warnings: string[];
+export interface ValidateInvestigationInput {
+	evidence: InvestigationEvidence[];
+	signals: InvestigationSignal[];
+	submission: unknown;
 }
 
-const LOWER_IS_BETTER_PATTERNS = [
-	/error/,
-	/affected users/,
-	/bounce/,
-	/drop[ -]?off/,
-	/latency/,
-	/inp/,
-	/lcp/,
-	/fcp/,
-	/ttfb/,
-	/cls/,
-	/load time/,
-	/response time/,
-	/duration.*p75/,
-];
-
-const UP_WORDS =
-	/\b(rise|rises|rising|rose|up|increase|increases|increased|climb|climbs|climbed|growth|grew|grows|jump|jumps|jumped)\b/i;
-const DOWN_WORDS =
-	/\b(fall|falls|falling|fell|down|drop|drops|dropped|decline|declines|declined|decrease|decreases|decreased|slip|slips|slipped)\b/i;
-const IMPROVE_WORDS =
-	/\b(improve|improves|improved|improving|recover|recovers|recovered|easing|eased|better)\b/i;
-const WORSEN_WORDS =
-	/\b(worse|worsens|worsened|worsening|degrade|degrades|degraded|regression|broken|sluggish)\b/i;
-const SIGNED_UP_NUMBER = /(^|\s)\+\s?\d/;
-const ACTION_VERB_PATTERN =
-	/\b(inspect|review|compare|segment|drill|open|fix|audit|trace|check|verify|validate|filter|investigate|rollback|hotfix|profile|diagnose)\b/i;
-const GENERIC_MONITORING_PATTERN =
-	/\b(monitor|keep an eye|watch this|track closely|continue tracking|worth watching|worth monitoring)\b/i;
-const HEDGING_TITLE_PATTERN =
-	/\b(softened|concerning|slightly|somewhat|may be|could be|appears to|seems to|shows signs|worth watching|potentially)\b/i;
-const HARD_CAUSALITY_PATTERN = /\b(caused by|because of|due to|driven by)\b/i;
-const ATTRIBUTION_CONTEXT_PATTERN =
-	/\b(referrer|source|utm|campaign|channel|twitter|google|bing|toolfolio)\b/i;
-const BUSINESS_CLAIM_PATTERN =
-	/\b(revenue|roi|roas|cac|ltv|payback|profit|sales|commercial impact)\b/i;
-const TECHNICAL_TITLE_JARGON_PATTERN = /\b(INP|LCP|FCP|TTFB|CLS|p75)\b/i;
-
-const MAX_TITLE_CHARS = 80;
-const MAX_DESCRIPTION_CHARS = 300;
-const MAX_SUGGESTION_CHARS = 300;
-
-function truncateAtSentence(text: string, maxLength: number): string {
-	if (text.length <= maxLength) {
-		return text;
-	}
-	const truncated = text.slice(0, maxLength);
-	const lastPeriod = truncated.lastIndexOf(". ");
-	const lastSemicolon = truncated.lastIndexOf("; ");
-	const cut = Math.max(lastPeriod, lastSemicolon);
-	if (cut > maxLength * 0.5) {
-		return text.slice(0, cut + 1).trim();
-	}
-	return text.slice(0, maxLength - 1).trim();
-}
+const NUMBER_TOKEN = /[+-]?\$?\d[\d,]*(?:\.\d+)?(?:%|ms|s)?/g;
+const DURATION_SUFFIX = /(?:ms|s)$/;
+const WORD_SPLIT = /[^a-z]+/;
+const UP_WORDS = new Set([
+	"up",
+	"rise",
+	"rises",
+	"rose",
+	"rising",
+	"increase",
+	"increased",
+	"grew",
+	"growth",
+]);
+const DOWN_WORDS = new Set([
+	"down",
+	"fall",
+	"falls",
+	"fell",
+	"falling",
+	"drop",
+	"dropped",
+	"decline",
+	"declined",
+	"decrease",
+	"decreased",
+]);
 
-function roundPercent(value: number): number {
-	return Math.round(value * 10) / 10;
+type NumberUnit =
+	| "currency"
+	| "duration_ms"
+	| "duration_s"
+	| "number"
+	| "percent";
+
+interface TypedNumber {
+	raw: string;
+	unit: NumberUnit;
+	value: number;
 }
 
-function metricChange(metric: ParsedInsight["metrics"][number]): number | null {
-	if (metric.previous === undefined || metric.previous === 0) {
-		return null;
-	}
-	return ((metric.current - metric.previous) / metric.previous) * 100;
+function numbersIn(text: string): TypedNumber[] {
+	return [...text.matchAll(NUMBER_TOKEN)].flatMap((match) => {
+		const raw = match[0];
+		const value = Number(
+			raw
+				.replaceAll(",", "")
+				.replaceAll("$", "")
+				.replaceAll("%", "")
+				.replace(DURATION_SUFFIX, "")
+		);
+		if (!Number.isFinite(value)) {
+			return [];
+		}
+		const unit: NumberUnit = raw.includes("$")
+			? "currency"
+			: raw.endsWith("%")
+				? "percent"
+				: raw.endsWith("ms")
+					? "duration_ms"
+					: raw.endsWith("s")
+						? "duration_s"
+						: "number";
+		return [{ raw, unit, value }];
+	});
 }
 
-function isLowerBetterMetric(label: string): boolean {
-	const normalized = label.toLowerCase();
-	return LOWER_IS_BETTER_PATTERNS.some((pattern) => pattern.test(normalized));
+function metricUnit(format: InsightMetric["format"]): NumberUnit {
+	return format === "percent" ||
+		format === "duration_ms" ||
+		format === "duration_s"
+		? format
+		: "number";
 }
 
-function sentimentForPrimaryMetric(
-	metric: ParsedInsight["metrics"][number]
-): ParsedInsight["sentiment"] {
-	const change = metricChange(metric);
-	if (change === null || Math.abs(change) < 0.05) {
-		return "neutral";
-	}
-	const improved = isLowerBetterMetric(metric.label) ? change < 0 : change > 0;
-	return improved ? "positive" : "negative";
+function metricNumbers(metric: InsightMetric): TypedNumber[] {
+	const unit = metricUnit(metric.format);
+	return [metric.current, metric.previous].flatMap((value) =>
+		value === undefined ? [] : [{ raw: String(value), unit, value }]
+	);
 }
 
-const SENTIMENT_DIVERGENCE_TYPES = new Set([
-	"conversion_leak",
-	"funnel_regression",
-	"channel_concentration",
-	"quality_shift",
-	"cross_property_dependency",
-	"referrer_change",
-	"engagement_change",
-]);
+function unsupportedNumbers(
+	result: InvestigationResult,
+	signal: InvestigationSignal,
+	evidence: InvestigationEvidence[]
+): string[] {
+	const allowed = [
+		...metricNumbers(signal.metric),
+		...(signal.metric.key === "revenue"
+			? metricNumbers(signal.metric).map((claim) => ({
+					...claim,
+					unit: "currency" as const,
+				}))
+			: []),
+		...(signal.changePercent === null
+			? []
+			: [
+					{
+						raw: String(signal.changePercent),
+						unit: "percent" as const,
+						value: signal.changePercent,
+					},
+				]),
+		...evidence.flatMap((item) => [
+			{
+				raw: String(item.rowCount),
+				unit: "number" as const,
+				value: item.rowCount,
+			},
+			...numbersIn(evidenceDescription(item)),
+			...(item.status === "ok" || item.status === "truncated"
+				? (item.metrics ?? []).flatMap(metricNumbers)
+				: []),
+		]),
+	].flatMap((claim) => [claim, { ...claim, value: Math.abs(claim.value) }]);
+	const scheduleNumber = (days: number): TypedNumber => ({
+		raw: String(days),
+		unit: "number",
+		value: days,
+	});
+	const claims: { allowed?: TypedNumber[]; text: string }[] = [
+		{ text: result.summary },
+		...(result.disposition === "action_ready"
+			? [
+					{ text: result.title },
+					{ text: result.action },
+					{ text: result.rootCause ?? "" },
+					{ text: result.impactSummary ?? "" },
+					{
+						text: result.verification.successCondition,
+						allowed: [scheduleNumber(result.verification.checkAfterDays)],
+					},
+				]
+			: result.disposition === "monitor"
+				? [
+						{
+							text: result.escalationCondition,
+							allowed: [scheduleNumber(result.checkAfterDays)],
+						},
+					]
+				: result.disposition === "needs_context"
+					? [{ text: result.missingContext }]
+					: []),
+	];
+	return claims.flatMap((statement) =>
+		numbersIn(statement.text)
+			.filter(
+				(claim) =>
+					![...allowed, ...(statement.allowed ?? [])].some(
+						(value) =>
+							value.unit === claim.unit &&
+							Math.abs(value.value - claim.value) <=
+								Math.max(0.01, Math.abs(value.value) * 0.0001)
+					)
+			)
+			.map((claim) => claim.raw)
+	);
+}
 
-function allowsSentimentDivergence(insight: ParsedInsight): boolean {
-	return SENTIMENT_DIVERGENCE_TYPES.has(insight.type);
+function contradictsSignalDirection(
+	result: InvestigationResult,
+	signal: InvestigationSignal
+): boolean {
+	const statements = [
+		result.summary,
+		...(result.disposition === "action_ready" ? [result.title] : []),
+	];
+	return statements.some((text) => {
+		const words = text.toLowerCase().split(WORD_SPLIT).filter(Boolean);
+		const saysUp = words.some((word) => UP_WORDS.has(word));
+		const saysDown = words.some((word) => DOWN_WORDS.has(word));
+		return (
+			saysUp !== saysDown && (signal.direction === "up" ? saysDown : saysUp)
+		);
+	});
 }
 
-function typeForDirection(
-	type: ParsedInsight["type"],
-	sentiment: ParsedInsight["sentiment"]
-): ParsedInsight["type"] {
-	if (sentiment !== "positive") {
-		return type;
+function evidenceDescription(evidence: InvestigationEvidence): string {
+	if (evidence.status === "failed") {
+		return `${evidence.queryType} failed: ${evidence.error}`;
 	}
-	if (type === "error_spike" || type === "new_errors") {
-		return "reliability_improved";
+	return evidence.status === "truncated"
+		? `${evidence.summary} Truncated: ${evidence.truncationReason}`
+		: evidence.summary;
+}
+
+function storedEvidenceType(
+	kind: InvestigationEvidence["kind"]
+): InsightEvidence["type"] {
+	if (kind === "breakdown") {
+		return "segment";
 	}
-	if (type === "vitals_degraded") {
-		return "performance_improved";
+	if (kind === "data_health") {
+		return "error";
 	}
-	if (type === "traffic_drop") {
-		return "positive_trend";
+	if (kind === "related_change") {
+		return "temporal";
 	}
-	return type;
+	return "metric";
 }
 
-function hasDirectionContradiction(insight: ParsedInsight): boolean {
-	if (insight.changePercent === undefined || insight.changePercent === 0) {
-		return false;
-	}
-	const text = insight.title;
-	const hasUp = UP_WORDS.test(text) || SIGNED_UP_NUMBER.test(text);
-	const hasDown = DOWN_WORDS.test(text);
+function generatedSource(
+	source: InvestigationEvidence["source"]
+): InsightSource {
+	return source === "sql" ? "web" : source;
+}
 
-	if (hasUp && hasDown) {
-		return false;
+function defaultSource(signal: InvestigationSignal): InsightSource {
+	if (signal.entity.type === "error" || signal.entity.type === "vital") {
+		return "ops";
 	}
-	if (insight.changePercent > 0) {
-		return hasDown && !IMPROVE_WORDS.test(text);
+	if (
+		signal.entity.type === "event" ||
+		signal.entity.type === "funnel" ||
+		signal.entity.type === "goal"
+	) {
+		return "product";
 	}
-	return hasUp && !IMPROVE_WORDS.test(text);
+	return "web";
 }
 
-function hasSentimentContradiction(insight: ParsedInsight): boolean {
-	if (allowsSentimentDivergence(insight)) {
+function evidenceExplainsSignal(
+	signal: InvestigationSignal,
+	evidence: InvestigationEvidence
+): boolean {
+	if (evidence.status !== "ok") {
 		return false;
 	}
-	const text = `${insight.title} ${insight.description}`;
-	if (insight.sentiment === "positive") {
-		return WORSEN_WORDS.test(text) && !IMPROVE_WORDS.test(text);
+	if (signal.entity.type === "goal") {
+		return (
+			evidence.kind === "definition" &&
+			evidence.queryType === "goals_summary" &&
+			evidence.entity?.type === "goal" &&
+			evidence.entity.id === signal.entity.id
+		);
 	}
-	if (insight.sentiment === "negative") {
-		return IMPROVE_WORDS.test(text) && !WORSEN_WORDS.test(text);
+	if (signal.entity.type === "funnel") {
+		return (
+			evidence.kind === "definition" &&
+			evidence.queryType === "funnels_summary" &&
+			evidence.entity?.type === "funnel" &&
+			evidence.entity.id === signal.entity.id
+		);
+	}
+	if (signal.entity.type === "event") {
+		return (
+			evidence.kind === "definition" &&
+			evidence.queryType === "custom_events_summary" &&
+			evidence.entity?.type === "event" &&
+			evidence.entity.id === signal.entity.id
+		);
+	}
+	if (signal.entity.type === "error") {
+		return (
+			evidence.kind === "data_health" && evidence.queryType.includes("error")
+		);
+	}
+	if (signal.entity.type === "vital") {
+		return (
+			evidence.kind === "data_health" && evidence.queryType.includes("vital")
+		);
 	}
 	return false;
 }
 
-export function validateInsight(input: ParsedInsight): InsightValidationResult {
-	const warnings: string[] = [];
-	const primary = input.metrics[0];
-	let insight = { ...input };
-
-	if (!primary) {
-		return {
-			insight: null,
-			warnings: [`${input.title}: missing primary metric`],
-		};
-	}
+function evidenceExplainsNoAction(
+	signal: InvestigationSignal,
+	evidence: InvestigationEvidence
+): boolean {
+	return (
+		(evidence.status === "ok" && evidence.kind === "related_change") ||
+		evidenceExplainsSignal(signal, evidence) ||
+		(signal.metric.key === "revenue" &&
+			evidence.status === "ok" &&
+			evidence.kind === "impact")
+	);
+}
 
-	const computed = metricChange(primary);
-	if (computed !== null) {
-		const nextChange = roundPercent(computed);
-		if (
-			insight.changePercent === undefined ||
-			Math.abs(insight.changePercent - nextChange) > 0.2
-		) {
-			warnings.push(
-				`${insight.title}: repaired changePercent from ${insight.changePercent ?? "missing"} to ${nextChange}`
-			);
-			insight = { ...insight, changePercent: nextChange };
-		}
-	}
+function citedEvidence(
+	result: InvestigationResult,
+	evidenceById: Map<string, InvestigationEvidence>
+): InvestigationEvidence[] {
+	return result.evidenceIds.flatMap((id) => {
+		const evidence = evidenceById.get(id);
+		return evidence ? [evidence] : [];
+	});
+}
 
-	const metricSentiment = sentimentForPrimaryMetric(primary);
+function toGeneratedInsight(
+	signal: InvestigationSignal,
+	result: InvestigationResult,
+	evidence: InvestigationEvidence[]
+): GeneratedInsight | null {
 	if (
-		metricSentiment !== "neutral" &&
-		insight.sentiment !== metricSentiment &&
-		!allowsSentimentDivergence(insight)
+		result.disposition === "monitor" ||
+		result.disposition === "not_a_problem"
 	) {
-		warnings.push(
-			`${insight.title}: repaired sentiment from ${insight.sentiment} to ${metricSentiment}`
-		);
-		insight = { ...insight, sentiment: metricSentiment };
+		return null;
 	}
 
-	const nextType = typeForDirection(insight.type, insight.sentiment);
-	if (nextType !== insight.type) {
-		warnings.push(
-			`${insight.title}: repaired type from ${insight.type} to ${nextType}`
-		);
-		insight = { ...insight, type: nextType };
+	const supportingMetrics = evidence.flatMap((item) =>
+		item.status === "ok" ? (item.metrics ?? []) : []
+	);
+	const metrics: InsightMetric[] = [
+		{
+			label: signal.metric.label,
+			current: signal.metric.current,
+			previous: signal.metric.previous,
+			format: signal.metric.format,
+		},
+	];
+	const seenLabels = new Set([signal.metric.label]);
+	for (const metric of supportingMetrics) {
+		if (metrics.length >= 5 || seenLabels.has(metric.label)) {
+			continue;
+		}
+		seenLabels.add(metric.label);
+		metrics.push(metric);
 	}
 
-	if (hasDirectionContradiction(insight)) {
-		return {
-			insight: null,
-			warnings: [
-				...warnings,
-				`${insight.title}: dropped because title direction contradicts primary metric`,
-			],
-		};
+	const sources = [
+		...new Set(
+			evidence.length > 0
+				? evidence.map((item) => generatedSource(item.source))
+				: [defaultSource(signal)]
+		),
+	];
+	const storedEvidence: InsightEvidence[] = evidence.map((item) => ({
+		type: storedEvidenceType(item.kind),
+		description: evidenceDescription(item),
+	}));
+
+	if (result.disposition === "action_ready") {
+		storedEvidence.push({
+			type: "temporal",
+			description: `Verify in ${result.verification.checkAfterDays} day${result.verification.checkAfterDays === 1 ? "" : "s"}: ${result.verification.successCondition}`,
+		});
 	}
 
-	if (hasSentimentContradiction(insight)) {
-		return {
-			insight: null,
-			warnings: [
-				...warnings,
-				`${insight.title}: dropped because narrative sentiment contradicts metric direction`,
-			],
-		};
-	}
+	const insight: GeneratedInsight = {
+		title:
+			result.disposition === "action_ready"
+				? result.title
+				: `${signal.entity.label} needs context`.slice(0, 80),
+		description: result.summary,
+		suggestion:
+			result.disposition === "action_ready" ? result.action : result.question,
+		metrics,
+		severity: signal.severity,
+		sentiment: signal.sentiment,
+		priority:
+			result.disposition === "action_ready"
+				? signal.priority
+				: Math.min(signal.priority, 6),
+		changePercent: signal.changePercent ?? undefined,
+		type: signal.insightType,
+		subjectKey: signal.signalKey,
+		sources,
+		confidence: result.confidence,
+		evidence: storedEvidence.slice(0, 5),
+		...(result.disposition === "action_ready" && result.impactSummary
+			? { impactSummary: result.impactSummary }
+			: {}),
+		...(result.disposition === "action_ready" && result.rootCause
+			? { rootCause: result.rootCause }
+			: {}),
+	};
+
+	return generatedInsightSchema.parse(insight);
+}
 
-	if (TECHNICAL_TITLE_JARGON_PATTERN.test(insight.title)) {
-		return {
-			insight: null,
-			warnings: [
-				...warnings,
-				`${insight.title}: dropped because title uses technical jargon`,
-			],
-		};
-	}
+function formatSchemaErrors(
+	prefix: string,
+	issues: { message: string; path: PropertyKey[] }[]
+): string[] {
+	return issues.map(
+		(issue) =>
+			`${prefix}${issue.path.length > 0 ? `.${issue.path.join(".")}` : ""}: ${issue.message}`
+	);
+}
 
-	if (HEDGING_TITLE_PATTERN.test(insight.title)) {
+export function validateInvestigationSubmission(
+	input: ValidateInvestigationInput
+): InvestigationValidationResult {
+	const signalParse = investigationSignalSchema
+		.array()
+		.safeParse(input.signals);
+	if (!signalParse.success) {
 		return {
-			insight: null,
-			warnings: [
-				...warnings,
-				`${insight.title}: dropped because title uses hedging language`,
-			],
+			errors: formatSchemaErrors("signals", signalParse.error.issues),
+			insights: [],
+			submission: null,
 		};
 	}
-
-	if (insight.title.length > MAX_TITLE_CHARS) {
+	const evidenceParse = investigationEvidenceSchema
+		.array()
+		.safeParse(input.evidence);
+	if (!evidenceParse.success) {
 		return {
-			insight: null,
-			warnings: [
-				...warnings,
-				`${insight.title}: dropped because title exceeds ${MAX_TITLE_CHARS} chars`,
-			],
+			errors: formatSchemaErrors("evidence", evidenceParse.error.issues),
+			insights: [],
+			submission: null,
 		};
 	}
-
-	if (
-		insight.description.length > MAX_DESCRIPTION_CHARS ||
-		insight.suggestion.length > MAX_SUGGESTION_CHARS
-	) {
-		const trimmed = {
-			...insight,
-			description: truncateAtSentence(
-				insight.description,
-				MAX_DESCRIPTION_CHARS
-			),
-			suggestion: truncateAtSentence(insight.suggestion, MAX_SUGGESTION_CHARS),
-		};
-		if (
-			trimmed.description !== insight.description ||
-			trimmed.suggestion !== insight.suggestion
-		) {
-			warnings.push(`${insight.title}: truncated copy to fit limits`);
-		}
-		insight = trimmed;
-	}
-
-	if (
-		GENERIC_MONITORING_PATTERN.test(insight.suggestion) &&
-		!ACTION_VERB_PATTERN.test(insight.suggestion)
-	) {
+	const submissionParse = investigationSubmissionSchema.safeParse(
+		input.submission
+	);
+	if (!submissionParse.success) {
 		return {
-			insight: null,
-			warnings: [
-				...warnings,
-				`${insight.title}: dropped because suggestion is generic monitoring advice`,
-			],
+			errors: formatSchemaErrors("submission", submissionParse.error.issues),
+			insights: [],
+			submission: null,
 		};
 	}
 
-	const narrative = `${insight.title} ${insight.description} ${insight.suggestion}`;
-	if (
-		HARD_CAUSALITY_PATTERN.test(narrative) &&
-		ATTRIBUTION_CONTEXT_PATTERN.test(narrative) &&
-		insight.confidence < 0.9
-	) {
-		return {
-			insight: null,
-			warnings: [
-				...warnings,
-				`${insight.title}: dropped because attribution causality is overstated`,
-			],
-		};
+	const errors: string[] = [];
+	const signalsByKey = new Map<string, InvestigationSignal>();
+	for (const signal of signalParse.data) {
+		if (signalsByKey.has(signal.signalKey)) {
+			errors.push(`Duplicate signal key: ${signal.signalKey}`);
+			continue;
+		}
+		signalsByKey.set(signal.signalKey, signal);
 	}
-
-	if (
-		BUSINESS_CLAIM_PATTERN.test(narrative) &&
-		!insight.sources.includes("business")
-	) {
-		return {
-			insight: null,
-			warnings: [
-				...warnings,
-				`${insight.title}: dropped because business impact claim lacks business data source`,
-			],
-		};
+	const evidenceById = new Map<string, InvestigationEvidence>();
+	for (const evidence of evidenceParse.data) {
+		if (evidenceById.has(evidence.evidenceId)) {
+			errors.push(`Duplicate evidence ID: ${evidence.evidenceId}`);
+			continue;
+		}
+		if (!signalsByKey.has(evidence.signalKey)) {
+			errors.push(
+				`Evidence ${evidence.evidenceId} belongs to unknown signal: ${evidence.signalKey}`
+			);
+		}
+		evidenceById.set(evidence.evidenceId, evidence);
 	}
 
-	if (insight.rootCause !== undefined && insight.confidence <= 0.5) {
-		warnings.push(
-			`${insight.title}: stripped rootCause because confidence is ${insight.confidence}`
-		);
-		insight = { ...insight, rootCause: undefined };
+	const submittedKeys = new Set(
+		submissionParse.data.results.map((result) => result.signalKey)
+	);
+	for (const signalKey of signalsByKey.keys()) {
+		if (!submittedKeys.has(signalKey)) {
+			errors.push(`Missing terminal result for signal: ${signalKey}`);
+		}
 	}
+	for (const result of submissionParse.data.results) {
+		const signal = signalsByKey.get(result.signalKey);
+		if (!signal) {
+			errors.push(`Unknown signal: ${result.signalKey}`);
+			continue;
+		}
 
-	if (
-		insight.type === "deploy_correlation" &&
-		insight.evidence &&
-		!insight.evidence.some((e) => e.type === "temporal")
-	) {
-		warnings.push(
-			`${insight.title}: deploy_correlation insight lacks temporal evidence`
-		);
-	}
+		const cited = citedEvidence(result, evidenceById);
+		for (const evidenceId of result.evidenceIds) {
+			const evidence = evidenceById.get(evidenceId);
+			if (!evidence) {
+				errors.push(
+					`${result.signalKey} cites unknown evidence: ${evidenceId}`
+				);
+			} else if (evidence.signalKey !== result.signalKey) {
+				errors.push(
+					`${result.signalKey} cites evidence owned by ${evidence.signalKey}`
+				);
+			}
+		}
+		const unsupported = unsupportedNumbers(result, signal, cited);
+		if (unsupported.length > 0) {
+			errors.push(
+				`${result.signalKey} uses unsupported numbers: ${[...new Set(unsupported)].join(", ")}`
+			);
+		}
+		if (contradictsSignalDirection(result, signal)) {
+			errors.push(
+				`${result.signalKey} describes the opposite metric direction`
+			);
+		}
 
-	const suspiciousMetrics = insight.metrics.filter((m) => {
-		if (m.previous === undefined) {
-			return false;
+		if (result.disposition !== "needs_context") {
+			const unusable = cited.filter((evidence) => {
+				if (evidence.status === "failed") {
+					return true;
+				}
+				if (evidence.status !== "empty") {
+					return false;
+				}
+				return !(
+					result.disposition === "action_ready" &&
+					signal.kind === "missing_expected_data" &&
+					(evidence.kind === "definition" || evidence.kind === "data_health")
+				);
+			});
+			if (unusable.length > 0) {
+				errors.push(
+					`${result.signalKey} uses ${unusable.map((evidence) => evidence.status).join("/")} evidence for a conclusion`
+				);
+			}
+		}
+		if (result.disposition === "action_ready") {
+			const hasDiagnosticEvidence = cited.some(
+				(evidence) =>
+					evidence.kind !== "trend" &&
+					(evidence.status === "ok" ||
+						evidence.status === "truncated" ||
+						(signal.kind === "missing_expected_data" &&
+							evidence.status === "empty" &&
+							(evidence.kind === "definition" ||
+								evidence.kind === "data_health")))
+			);
+			if (!hasDiagnosticEvidence) {
+				errors.push(
+					`${result.signalKey} recommends action without usable diagnostic evidence`
+				);
+			}
 		}
 		if (
-			m.format === "percent" &&
-			(m.previous === 100 || m.previous === 0) &&
-			m.current !== m.previous
+			result.disposition !== "needs_context" &&
+			result.confidence > 0.7 &&
+			cited.length > 0 &&
+			cited.every((evidence) => evidence.status === "truncated")
 		) {
-			return true;
+			errors.push(
+				`${result.signalKey} claims high confidence from only truncated evidence`
+			);
+		}
+		if (result.disposition === "action_ready" && result.rootCause) {
+			const hasCausalEvidence = cited.some((evidence) =>
+				evidenceExplainsSignal(signal, evidence)
+			);
+			if (!hasCausalEvidence) {
+				errors.push(
+					`${result.signalKey} states a root cause without causal evidence`
+				);
+			}
 		}
-		if (m.current < 0 || (m.previous !== undefined && m.previous < 0)) {
-			return true;
+		if (result.disposition === "action_ready" && result.impactSummary) {
+			const hasImpactEvidence = cited.some(
+				(evidence) =>
+					evidence.kind === "impact" &&
+					(evidence.status === "ok" || evidence.status === "truncated")
+			);
+			if (!hasImpactEvidence) {
+				errors.push(
+					`${result.signalKey} states impact without impact evidence`
+				);
+			}
+		}
+		if (
+			result.disposition === "not_a_problem" &&
+			!cited.some((evidence) => evidenceExplainsNoAction(signal, evidence))
+		) {
+			errors.push(
+				`${result.signalKey} dismisses a signal without explanatory evidence`
+			);
 		}
-		return false;
-	});
-	if (suspiciousMetrics.length > 0) {
-		warnings.push(
-			`${insight.title}: suspicious metric values (${suspiciousMetrics.map((m) => `${m.label}: ${m.previous}->${m.current}`).join(", ")})`
-		);
 	}
 
-	return { insight, warnings };
-}
+	if (errors.length > 0) {
+		return { errors, insights: [], submission: null };
+	}
 
-export function validateInsights(
-	insights: ParsedInsight[]
-): InsightsValidationResult {
-	const warnings: string[] = [];
-	const valid = insights.flatMap((insight) => {
-		const result = validateInsight(insight);
-		warnings.push(...result.warnings);
-		return result.insight ? [result.insight] : [];
+	const insights = submissionParse.data.results.flatMap((result) => {
+		const signal = signalsByKey.get(result.signalKey);
+		if (!signal) {
+			return [];
+		}
+		const insight = toGeneratedInsight(
+			signal,
+			result,
+			citedEvidence(result, evidenceById)
+		);
+		return insight ? [insight] : [];
 	});
-	return { insights: valid, warnings };
+
+	return { errors: [], insights, submission: submissionParse.data };
 }
diff --git a/packages/ai/src/ai/mcp/insights-tools.ts b/packages/ai/src/ai/mcp/insights-tools.ts
index f01aeb0fb..b4305f953 100644
--- a/packages/ai/src/ai/mcp/insights-tools.ts
+++ b/packages/ai/src/ai/mcp/insights-tools.ts
@@ -1,4 +1,9 @@
 import { cacheNamespaces, cacheTags, cacheable } from "@databuddy/redis";
+import {
+	insightSentimentSchema,
+	insightSeveritySchema,
+	storedInsightTypeSchema,
+} from "@databuddy/shared/insights";
 import dayjs from "dayjs";
 import { z } from "zod";
 import {
@@ -13,25 +18,6 @@ import {
 } from "./define-tool";
 import { resolveOrganizationIds } from "./tool-context";
 
-const INSIGHT_TYPES = [
-	"error_spike",
-	"new_errors",
-	"vitals_degraded",
-	"custom_event_spike",
-	"traffic_drop",
-	"traffic_spike",
-	"bounce_rate_change",
-	"engagement_change",
-	"referrer_change",
-	"page_trend",
-	"positive_trend",
-	"performance",
-	"uptime_issue",
-] as const;
-
-const INSIGHT_SEVERITIES = ["critical", "warning", "info"] as const;
-const INSIGHT_SENTIMENTS = ["positive", "neutral", "negative"] as const;
-
 const PERIOD_PRESETS = [
 	"last_24h",
 	"last_7d",
@@ -445,7 +431,7 @@ const listInsightsTool = defineMcpTool(
 	{
 		name: "list_insights",
 		description:
-			"List recent AI-generated insights (anomalies, trends, top movers). Defaults to org-wide. Pass websiteId to scope, ids to fetch specific insights, or fields to slim the response.",
+			"List recent stored findings (anomalies, trends, top movers). Defaults to org-wide. Pass websiteId to scope, ids to fetch specific findings, or fields to slim the response.",
 		inputSchema: z.object({
 			websiteId: z.string().optional().describe("Optional. Scope to one site."),
 			websiteName: z.string().optional(),
@@ -455,19 +441,19 @@ const listInsightsTool = defineMcpTool(
 				.min(1)
 				.max(100)
 				.optional()
-				.describe("Fetch specific insights by id (bypasses other filters)."),
+				.describe("Fetch specific findings by id (bypasses other filters)."),
 			type: z
-				.array(z.enum(INSIGHT_TYPES))
+				.array(storedInsightTypeSchema)
 				.optional()
 				.describe(
-					"Filter by insight type(s) (e.g. ['traffic_drop','error_spike'])"
+					"Filter by finding type(s) (e.g. ['traffic_drop','error_spike'])"
 				),
 			severity: z
-				.array(z.enum(INSIGHT_SEVERITIES))
+				.array(insightSeveritySchema)
 				.optional()
 				.describe("Filter by severity (e.g. ['critical','warning'])"),
 			sentiment: z
-				.array(z.enum(INSIGHT_SENTIMENTS))
+				.array(insightSentimentSchema)
 				.optional()
 				.describe("Filter by sentiment (e.g. ['negative'])"),
 			since: z
@@ -480,7 +466,7 @@ const listInsightsTool = defineMcpTool(
 				.array(z.enum(INSIGHT_FIELDS))
 				.optional()
 				.describe(
-					"Subset of insight fields to return. Default returns all. Use ['id','title','severity','priority'] for slim output."
+					"Subset of finding fields to return. Default returns all. Use ['id','title','severity','priority'] for slim output."
 				),
 			limit: z
 				.number()
@@ -489,7 +475,7 @@ const listInsightsTool = defineMcpTool(
 				.max(100)
 				.optional()
 				.default(20)
-				.describe("Max insights (1-100, default 20)"),
+				.describe("Max findings (1-100, default 20)"),
 		}),
 		outputSchema: z.object({
 			insights: z.array(z.record(z.string(), z.unknown())),
@@ -543,7 +529,7 @@ const listInsightsTool = defineMcpTool(
 				insights: [],
 				count: 0,
 				scope: ctx.websiteId ? "website" : "organization",
-				hint: "No insights found for these filters. Try widening 'since' or removing type/severity filters.",
+				hint: "No findings matched these filters. Try widening 'since' or removing type/severity filters.",
 			};
 		}
 
@@ -699,7 +685,7 @@ const summarizeInsightsTool = defineMcpTool(
 			topPriorities,
 			hint:
 				rows.length === 0
-					? "No insights in this window. Try a wider 'since' or call list_insights with no filters."
+					? "No findings in this window. Try a wider 'since' or call list_insights with no filters."
 					: undefined,
 		};
 	}
diff --git a/packages/ai/src/ai/mcp/investigate-wiring.test.ts b/packages/ai/src/ai/mcp/investigate-wiring.test.ts
index 162c05276..1db3efed7 100644
--- a/packages/ai/src/ai/mcp/investigate-wiring.test.ts
+++ b/packages/ai/src/ai/mcp/investigate-wiring.test.ts
@@ -2,45 +2,64 @@ import "./tools.test-env";
 
 import { afterAll, beforeEach, describe, expect, mock, test } from "bun:test";
 import * as actualAi from "ai";
-import * as actualRunAgent from "./run-agent";
-
-const traceResult = {
-	answer: "Pageviews fell 30% on /pricing after June 8.",
-	steps: 7,
-	toolCalls: [
-		{
-			index: 0,
-			name: "get_data",
-			input: { websiteId: "site_1" },
-			output: { batch: true },
-		},
-	],
-	truncated: false,
-	usage: {},
-};
+import * as actualQuery from "../../query";
+
+interface QueryCall {
+	abortSignal?: AbortSignal;
+	request: Record<string, unknown>;
+}
 
+const queryCalls: QueryCall[] = [];
+const synthesisPrompts: string[] = [];
+let queryHasData = true;
 let synthesisShouldThrow = false;
+let synthesisVerdict: "all_clear" | "watch" = "watch";
 
-mock.module("./run-agent", () => ({
-	...actualRunAgent,
-	runMcpAgentWithTrace: async () => traceResult,
+mock.module("../../query", () => ({
+	...actualQuery,
+	executeQuery: async (
+		request: Record<string, unknown>,
+		_domain?: string | null,
+		_timezone?: string,
+		abortSignal?: AbortSignal
+	) => {
+		queryCalls.push({ request, abortSignal });
+		if (!queryHasData) {
+			return [];
+		}
+		if (request.type === "events_by_date") {
+			return [{ date: "2026-06-10", visitors: 90 }];
+		}
+		if (request.type === "summary_metrics") {
+			return [{ visitors: request.from === request.to ? 90 : 100 }];
+		}
+		return [];
+	},
 }));
 
 mock.module("ai", () => ({
 	...actualAi,
-	generateObject: async () => {
+	generateObject: async (options: { prompt?: string }) => {
 		if (synthesisShouldThrow) {
 			throw new Error("synthesis exploded");
 		}
+		synthesisPrompts.push(options.prompt ?? "");
 		return {
+			usage: { inputTokens: 100, outputTokens: 50 },
 			object: {
-				headline: "Pageviews fell 30% on /pricing after deploy d4f21a9",
-				narrative: "Drop concentrated on /pricing.",
+				headline: "Visitors held near 100 per window",
+				narrative: "The fixed analytics windows show no material visitor move.",
 				causalChain: [],
 				deadEnds: [],
-				confidence: { level: "high", reason: "timing aligns" },
-				verdict: { type: "act", reason: "rollbackable deploy" },
-				actions: ["Roll back d4f21a9"],
+				confidence: {
+					level: "medium",
+					reason: "summary and daily analytics agree",
+				},
+				verdict: {
+					type: synthesisVerdict,
+					reason: "no causal evidence was gathered",
+				},
+				actions: [],
 			},
 		};
 	},
@@ -49,9 +68,10 @@ mock.module("ai", () => ({
 const { runInvestigation } = await import("./investigate");
 
 const params = {
-	apiKey: {} as Parameters<typeof runInvestigation>[0]["apiKey"],
+	apiKey: null,
+	billingMode: "skip" as const,
 	lookbackDays: 30,
-	requestHeaders: new Headers(),
+	timezone: "UTC",
 	userId: "user_1",
 	websiteDomain: "example.com",
 	websiteId: "site_1",
@@ -59,29 +79,57 @@ const params = {
 
 describe("runInvestigation synthesis wiring", () => {
 	beforeEach(() => {
+		queryHasData = true;
 		synthesisShouldThrow = false;
+		synthesisVerdict = "watch";
+		queryCalls.length = 0;
+		synthesisPrompts.length = 0;
 	});
 
 	afterAll(() => {
 		mock.module("ai", () => actualAi);
-		mock.module("./run-agent", () => actualRunAgent);
+		mock.module("../../query", () => actualQuery);
 	});
 
-	test("returns the synthesized memo when generateObject succeeds", async () => {
+	test("runs one fixed sweep and one structured synthesis", async () => {
 		const result = await runInvestigation(params);
-		expect(result.memo.verdict.type).toBe("act");
-		expect(result.memo.confidence.level).toBe("high");
-		expect(result.receipts.steps).toBe(7);
-		expect(result.markdown).toContain("**Act now.**");
+
+		expect(queryCalls).toHaveLength(11);
+		expect(new Set(queryCalls.map((call) => call.abortSignal)).size).toBe(1);
+		expect(queryCalls.every((call) => call.abortSignal instanceof AbortSignal)).toBe(
+			true
+		);
+		expect(synthesisPrompts).toHaveLength(1);
+		expect(synthesisPrompts[0]).toContain("## Bounded analytics sweep");
+		expect(synthesisPrompts[0]).toContain('"visitors":90');
+		expect(synthesisPrompts[0]).not.toContain("Protocol");
+		expect(result.memo.verdict.type).toBe("watch");
+		expect(result.memo.confidence.level).toBe("medium");
+		expect(result.receipts.steps).toBe(2);
+		expect(result.receipts.queriesRun).toHaveLength(12);
+		expect(result.markdown).toContain("Query outputs are not persisted");
 	});
 
-	test("falls back to a low-confidence memo when synthesis throws", async () => {
+	test("falls back cautiously when synthesis throws", async () => {
 		synthesisShouldThrow = true;
+
 		const result = await runInvestigation(params);
+
 		expect(result.memo.confidence.level).toBe("low");
 		expect(result.memo.verdict.type).toBe("watch");
-		expect(result.memo.narrative).toContain("/pricing");
-		expect(result.receipts.steps).toBe(7);
+		expect(result.memo.narrative).toContain("No cause was established");
+		expect(result.receipts.steps).toBe(2);
 		expect(result.markdown).toContain("## Confidence: low");
 	});
+
+	test("does not return all clear when every source is empty", async () => {
+		queryHasData = false;
+		synthesisVerdict = "all_clear";
+
+		const result = await runInvestigation(params);
+
+		expect(result.memo.verdict.type).toBe("watch");
+		expect(result.memo.confidence.level).toBe("low");
+		expect(result.memo.verdict.reason).toContain("no all-clear");
+	});
 });
diff --git a/packages/ai/src/ai/mcp/investigate.test.ts b/packages/ai/src/ai/mcp/investigate.test.ts
index 9529da361..04dc51aeb 100644
--- a/packages/ai/src/ai/mcp/investigate.test.ts
+++ b/packages/ai/src/ai/mcp/investigate.test.ts
@@ -4,154 +4,131 @@ import { describe, expect, test } from "bun:test";
 import { z } from "zod";
 import {
 	buildFallbackMemo,
-	buildInvestigationBrief,
 	buildInvestigationWindow,
 	buildReceipts,
 	type InvestigationMemo,
+	type InvestigationReceipts,
 	investigationMemoSchema,
 	renderMemoMarkdown,
 } from "./investigate";
-import type { McpAgentToolTrace } from "./run-agent";
 
-const sampleTrace: McpAgentToolTrace[] = [
-	{
-		index: 0,
-		name: "get_data",
-		input: { websiteId: "site_1", queries: [{ type: "events_by_date" }] },
-		output: { batch: true, results: [{ type: "events_by_date", rowCount: 30 }] },
-	},
-	{
-		index: 1,
-		name: "get_data",
-		input: { websiteId: "site_1", queries: [{ type: "top_pages" }] },
-		output: { batch: true, results: [{ type: "top_pages", rowCount: 10 }] },
-	},
-	{
-		index: 2,
-		name: "list_recent_commits",
-		input: { since: "2026-06-01" },
-		output: [{ sha: "d4f21a9" }],
-	},
-];
+const receiptParams = {
+	lookbackDays: 14,
+	now: new Date("2026-06-12T15:00:00Z"),
+	timezone: "UTC",
+	websiteId: "site_1",
+};
 
 const sampleMemo: InvestigationMemo = {
-	headline: "Checkout errors up 412% after deploy d4f21a9",
-	narrative: "Errors on /checkout jumped from 12/day to 61/day on June 8.",
+	headline: "Checkout errors rose from 12 to 61 per day",
+	narrative:
+		"Errors increased in the second window and were concentrated on /checkout. The fixed analytics sweep does not establish the cause.",
 	causalChain: [
 		{
-			step: "Deploy d4f21a9 landed June 8 14:02 UTC",
-			evidence: "commit list shows d4f21a9 merged 14 minutes before error onset",
-		},
-		{
-			step: "TypeError spike began 14:16 UTC on /checkout",
-			evidence: "error count went 12 -> 61/day, all one error class",
+			step: "Checkout error volume increased on June 8",
+			evidence: "daily errors rose from 12 to 61",
 		},
 	],
 	deadEnds: [
 		{
-			hypothesis: "Traffic mix shift caused the error increase",
-			ruledOutBecause: "referrer and device distribution unchanged week-over-week",
+			hypothesis: "A broad traffic increase explains the error count",
+			ruledOutBecause: "traffic stayed flat while checkout errors increased",
 		},
 	],
-	confidence: { level: "high", reason: "cause, mechanism, and timing all align" },
+	confidence: {
+		level: "medium",
+		reason: "the error increase is measured, but no causal source was queried",
+	},
 	verdict: {
 		type: "act",
-		reason: "deploy d4f21a9 is rollbackable and errors are still climbing",
+		reason: "checkout errors increased by 49 per day",
 	},
-	actions: ["Roll back or patch d4f21a9"],
+	actions: ["Inspect the top /checkout error class before changing code"],
 };
 
-describe("buildReceipts", () => {
-	test("maps every tool call and dedupes sources", () => {
-		const receipts = buildReceipts(5, sampleTrace);
-		expect(receipts.steps).toBe(5);
-		expect(receipts.queriesRun).toHaveLength(3);
-		expect(receipts.sourcesChecked).toEqual(["get_data", "list_recent_commits"]);
-	});
-
-	test("truncates oversized inputs", () => {
-		const receipts = buildReceipts(1, [
-			{ index: 0, name: "get_data", input: { sql: "x".repeat(5000) }, output: null },
-		]);
-		expect(receipts.queriesRun[0]?.input.length).toBeLessThanOrEqual(300);
-	});
+function emptyReceipts(steps = 0): InvestigationReceipts {
+	return { steps, queriesRun: [], sourcesChecked: [] };
+}
 
-	test("handles empty trace", () => {
-		const receipts = buildReceipts(0, []);
-		expect(receipts.queriesRun).toEqual([]);
-		expect(receipts.sourcesChecked).toEqual([]);
-	});
-});
-
-describe("buildInvestigationBrief", () => {
-	test("includes website, lookback, and protocol phases", () => {
-		const brief = buildInvestigationBrief({
-			websiteId: "site_1",
-			websiteDomain: "example.com",
-			lookbackDays: 30,
-		});
-		expect(brief).toContain("site_1");
-		expect(brief).toContain("example.com");
-		expect(brief).toContain("30-day");
-		expect(brief).toContain("1. Sweep");
-		expect(brief).toContain("2. Baseline health");
-		expect(brief).toContain("4. Correlate");
-		expect(brief).toContain("most consequential change");
-	});
-
-	test("pins exact equal-length comparison windows", () => {
-		const brief = buildInvestigationBrief({
-			websiteId: "site_1",
-			websiteDomain: "example.com",
-			lookbackDays: 14,
-			now: new Date("2026-06-12T15:00:00Z"),
-		});
-		expect(brief).toContain("2026-05-30 to 2026-06-12");
-		expect(brief).toContain(
-			"2026-05-30 to 2026-06-05 vs 2026-06-06 to 2026-06-12 (7 days each)"
+describe("buildReceipts", () => {
+	test("lists the fixed analytics queries and one synthesis operation", () => {
+		const receipts = buildReceipts(receiptParams);
+
+		expect(receipts.steps).toBe(2);
+		expect(receipts.queriesRun).toHaveLength(12);
+		expect(receipts.queriesRun[0]?.tool).toBe("events_by_date");
+		expect(receipts.queriesRun.at(-1)?.tool).toBe(
+			"structured_memo_synthesis"
 		);
-	});
-
-	test("anchors on the user question when given", () => {
-		const brief = buildInvestigationBrief({
-			websiteId: "site_1",
-			websiteDomain: "example.com",
-			lookbackDays: 14,
-			question: "why did signups drop?",
+		expect(receipts.sourcesChecked).toContain("summary_metrics");
+		expect(receipts.sourcesChecked).toContain("revenue_overview");
+	});
+
+	test("records the exact timezone-aware query window", () => {
+		const receipts = buildReceipts(receiptParams);
+		const dailyInput = JSON.parse(
+			receipts.queriesRun[0]?.input ?? "{}"
+		) as Record<string, unknown>;
+		const synthesisInput = JSON.parse(
+			receipts.queriesRun.at(-1)?.input ?? "{}"
+		) as Record<string, unknown>;
+
+		expect(dailyInput).toMatchObject({
+			projectId: "site_1",
+			from: "2026-05-29",
+			to: "2026-06-11",
+			timezone: "UTC",
 		});
-		expect(brief).toContain("why did signups drop?");
-		expect(brief).not.toContain("most consequential change");
+		expect(synthesisInput.queryOutputsPersisted).toBe(false);
 	});
 });
 
 describe("buildInvestigationWindow", () => {
-	test("drops the oldest day for odd lookbacks so halves stay equal", () => {
+	test("drops the extra day for odd lookbacks so both windows stay equal", () => {
 		const window = buildInvestigationWindow(
 			15,
-			new Date("2026-06-12T15:00:00Z")
+			new Date("2026-06-12T15:00:00Z"),
+			"UTC"
 		);
+
 		expect(window.from).toBe("2026-05-29");
-		expect(window.to).toBe("2026-06-12");
+		expect(window.to).toBe("2026-06-11");
 		expect(window.halves).toBe(
-			"2026-05-30 to 2026-06-05 vs 2026-06-06 to 2026-06-12 (7 days each)"
+			"2026-05-29 to 2026-06-04 vs 2026-06-05 to 2026-06-11 (7 days each)"
+		);
+	});
+
+	test("anchors the last complete day in the configured timezone", () => {
+		const window = buildInvestigationWindow(
+			14,
+			new Date("2026-06-12T01:00:00Z"),
+			"America/Los_Angeles"
 		);
+
+		expect(window.to).toBe("2026-06-10");
+		expect(window.h2From).toBe("2026-06-04");
+		expect(window.h2To).toBe("2026-06-10");
 	});
 });
 
 describe("renderMemoMarkdown", () => {
-	test("renders all sections with receipts", () => {
-		const receipts = buildReceipts(5, sampleTrace);
-		const markdown = renderMemoMarkdown(sampleMemo, receipts);
-		expect(markdown).toContain("# Checkout errors up 412%");
-		expect(markdown).toContain("## Causal chain");
-		expect(markdown).toContain("evidence: commit list shows d4f21a9");
+	test("renders supported sections with operation receipts", () => {
+		const markdown = renderMemoMarkdown(
+			sampleMemo,
+			buildReceipts(receiptParams)
+		);
+
+		expect(markdown).toContain("# Checkout errors rose from 12 to 61");
+		expect(markdown).toContain("## Observed sequence");
+		expect(markdown).toContain("evidence: daily errors rose from 12 to 61");
 		expect(markdown).toContain("## Ruled out");
-		expect(markdown).toContain("## Confidence: high");
+		expect(markdown).toContain("## Confidence: medium");
 		expect(markdown).toContain("## Do next");
-		expect(markdown).toContain("5 agent steps, 3 tool calls");
+		expect(markdown).toContain("2 pipeline steps, 12 attempted operations");
+		expect(markdown).toContain("Query outputs are not persisted by this tool");
 	});
 
-	test("omits empty causal chain, dead ends, and actions", () => {
+	test("omits empty sequence, dead ends, and actions", () => {
 		const emptyMemo: InvestigationMemo = {
 			...sampleMemo,
 			causalChain: [],
@@ -159,80 +136,75 @@ describe("renderMemoMarkdown", () => {
 			actions: [],
 			confidence: {
 				level: "low",
-				reason: "no inflection point found in the window",
+				reason: "no material movement was established",
 			},
 		};
-		const markdown = renderMemoMarkdown(emptyMemo, buildReceipts(2, []));
-		expect(markdown).not.toContain("## Causal chain");
+		const markdown = renderMemoMarkdown(emptyMemo, emptyReceipts(2));
+
+		expect(markdown).not.toContain("## Observed sequence");
 		expect(markdown).not.toContain("## Ruled out");
 		expect(markdown).not.toContain("## Do next");
 		expect(markdown).toContain("## Confidence: low");
 	});
 
-	test("labels act verdict and includes the reason", () => {
-		const markdown = renderMemoMarkdown(sampleMemo, buildReceipts(2, []));
-		expect(markdown).toContain(
-			"**Act now.** deploy d4f21a9 is rollbackable and errors are still climbing"
+	test("labels act and watch verdicts", () => {
+		const actMarkdown = renderMemoMarkdown(sampleMemo, emptyReceipts(2));
+		const watchMarkdown = renderMemoMarkdown(
+			{
+				...sampleMemo,
+				verdict: { type: "watch", reason: "cause unconfirmed" },
+			},
+			emptyReceipts(2)
 		);
-	});
 
-	test("labels watch verdict", () => {
-		const watchMemo: InvestigationMemo = {
-			...sampleMemo,
-			verdict: { type: "watch", reason: "cause unconfirmed, trend worsening" },
-		};
-		const markdown = renderMemoMarkdown(watchMemo, buildReceipts(2, []));
-		expect(markdown).toContain(
-			"**Watch.** cause unconfirmed, trend worsening"
+		expect(actMarkdown).toContain(
+			"**Act now.** checkout errors increased by 49 per day"
 		);
+		expect(watchMarkdown).toContain("**Watch.** cause unconfirmed");
 	});
 
-	test("renders compact output for all_clear without full sections", () => {
+	test("renders compact output for all_clear", () => {
 		const allClearMemo: InvestigationMemo = {
 			...sampleMemo,
 			verdict: {
 				type: "all_clear",
-				reason: "viral spike normalized, nothing is broken",
+				reason: "available primary metrics stayed within normal variance",
 			},
 			actions: ["Recheck direct traffic next week"],
 		};
-		const markdown = renderMemoMarkdown(allClearMemo, buildReceipts(5, sampleTrace));
-		expect(markdown).toContain(
-			"**All clear.** viral spike normalized, nothing is broken"
+		const markdown = renderMemoMarkdown(
+			allClearMemo,
+			buildReceipts(receiptParams)
 		);
+
+		expect(markdown).toContain("**All clear.**");
 		expect(markdown).toContain("Monitor: Recheck direct traffic next week");
-		expect(markdown).toContain("5 agent steps, 3 tool calls");
-		expect(markdown).not.toContain("## Causal chain");
+		expect(markdown).not.toContain("## Observed sequence");
 		expect(markdown).not.toContain("## Confidence");
 		expect(markdown).not.toContain("## Do next");
 	});
-
-	test("all_clear without actions omits the monitor line", () => {
-		const allClearMemo: InvestigationMemo = {
-			...sampleMemo,
-			verdict: { type: "all_clear", reason: "change is within normal variance" },
-			actions: [],
-		};
-		const markdown = renderMemoMarkdown(allClearMemo, buildReceipts(2, []));
-		expect(markdown).not.toContain("Monitor:");
-	});
 });
 
 describe("buildFallbackMemo", () => {
-	test("preserves the agent answer as a valid low-confidence memo", () => {
-		const memo = buildFallbackMemo("Pageviews fell 30% on /pricing after June 8.");
+	test("preserves supplied detail as a valid low-confidence memo", () => {
+		const memo = buildFallbackMemo(
+			"Pageviews fell 30% on /pricing, but synthesis failed."
+		);
+
 		expect(investigationMemoSchema.safeParse(memo).success).toBe(true);
 		expect(memo.narrative).toContain("/pricing");
 		expect(memo.confidence.level).toBe("low");
 		expect(memo.verdict.type).toBe("watch");
 	});
 
-	test("stays valid and renders when the answer is empty", () => {
-		const memo = buildFallbackMemo("   ");
+	test("does not invent a conclusion when no detail is available", () => {
+		const memo = buildFallbackMemo();
+		const markdown = renderMemoMarkdown(memo, emptyReceipts(2));
+
 		expect(investigationMemoSchema.safeParse(memo).success).toBe(true);
-		const markdown = renderMemoMarkdown(memo, buildReceipts(7, sampleTrace));
+		expect(memo.narrative).toContain("No cause was established");
 		expect(markdown).toContain("## Confidence: low");
-		expect(markdown).toContain("7 agent steps, 3 tool calls");
+		expect(markdown).not.toContain("agent steps");
 	});
 });
 
@@ -241,12 +213,15 @@ describe("investigationMemoSchema", () => {
 		expect(investigationMemoSchema.safeParse(sampleMemo).success).toBe(true);
 	});
 
-	test("rejects unknown confidence levels", () => {
-		const bad = {
-			...sampleMemo,
-			confidence: { level: "certain", reason: "x" },
-		};
-		expect(investigationMemoSchema.safeParse(bad).success).toBe(false);
+	test("rejects confidence above what the bounded sweep can support", () => {
+		for (const level of ["high", "certain"]) {
+			expect(
+				investigationMemoSchema.safeParse({
+					...sampleMemo,
+					confidence: { level, reason: "x" },
+				}).success
+			).toBe(false);
+		}
 	});
 
 	test("renders to JSON Schema for MCP output", () => {
diff --git a/packages/ai/src/ai/mcp/investigate.ts b/packages/ai/src/ai/mcp/investigate.ts
index fc3c29efb..759cd21cd 100644
--- a/packages/ai/src/ai/mcp/investigate.ts
+++ b/packages/ai/src/ai/mcp/investigate.ts
@@ -1,68 +1,66 @@
+import type { ApiKeyRow } from "@databuddy/api-keys/resolve";
+import { validateTimezone } from "@databuddy/validation";
 import { generateObject } from "ai";
+import dayjs from "dayjs";
+import timezonePlugin from "dayjs/plugin/timezone";
+import utcPlugin from "dayjs/plugin/utc";
 import { z } from "zod";
+import { DatabuddyAgentUserError } from "../../agent/errors";
 import { executeQuery } from "../../query";
-import { models } from "../config/models";
+import {
+	ensureAgentCreditsAvailable,
+	resolveAgentBillingCustomerId,
+	trackAgentUsageAndBill,
+} from "../agents/execution";
+import { modelNames, models } from "../config/models";
 import { defineMcpTool, McpToolError } from "./define-tool";
-import { type McpAgentToolTrace, runMcpAgentWithTrace } from "./run-agent";
 
-const INVESTIGATION_TIMEOUT_MS = 40_000;
+dayjs.extend(utcPlugin);
+dayjs.extend(timezonePlugin);
+
 const SYNTHESIS_TIMEOUT_MS = 40_000;
 const SWEEP_TIMEOUT_MS = 15_000;
-const MAX_TRACE_INPUT_CHARS = 300;
-const MAX_TRACE_OUTPUT_CHARS = 1500;
 
 export const investigationMemoSchema = z.object({
-	headline: z
-		.string()
-		.describe(
-			"One sentence with the key numbers in it. Specific to this site, never generic."
-		),
+	headline: z.string().describe("One specific sentence with the key numbers."),
 	narrative: z
 		.string()
 		.describe(
-			"Analyst memo in markdown: what changed, why it happened, what it means. Short paragraphs, numbers inline."
+			"What changed, what the data supports, and what remains unknown."
 		),
 	causalChain: z
 		.array(
 			z.object({
-				step: z.string().describe("One link in the cause-to-effect chain"),
-				evidence: z
-					.string()
-					.describe("The observed data backing this link, with numbers"),
+				step: z.string(),
+				evidence: z.string(),
 			})
 		)
-		.describe("Ordered cause-to-effect steps. Empty if no causal link found."),
+		.describe("Observed sequence only; empty when the data cannot prove one."),
 	deadEnds: z
 		.array(
 			z.object({
 				hypothesis: z.string(),
-				ruledOutBecause: z
-					.string()
-					.describe("The data that ruled this hypothesis out"),
+				ruledOutBecause: z.string(),
 			})
 		)
-		.describe("Hypotheses checked and eliminated during the investigation."),
+		.describe("Only hypotheses directly tested by the supplied data."),
 	confidence: z.object({
-		level: z.enum(["high", "medium", "low"]),
+		level: z.enum(["medium", "low"]),
 		reason: z
 			.string()
-			.describe(
-				"Why this confidence level, and what data would raise it if low"
-			),
+			.describe("Include unavailable data that limits confidence."),
 	}),
 	verdict: z.object({
 		type: z
 			.enum(["act", "watch", "all_clear"])
 			.describe(
-				"act: a fixable cause with material impact, the owner should do something today. watch: something real is moving but the cause is unconfirmed or not yet actionable; name the metric to monitor. all_clear: the change is explained and is either immaterial or outside the owner's control (viral decay, seasonality, spike normalization), nothing to do."
+				"act: material observed issue; watch: real but uncertain change; all_clear: sufficient data shows no material issue."
 			),
-		reason: z
-			.string()
-			.describe("One sentence justifying the verdict, with the key number."),
+		reason: z.string().describe("One sentence with the key number."),
 	}),
 	actions: z
 		.array(z.string())
-		.describe("Concrete next steps ranked by impact. Empty if none warranted."),
+		.describe("Cautious, reversible next checks grounded in the data."),
 });
 
 export type InvestigationMemo = z.infer<typeof investigationMemoSchema>;
@@ -73,83 +71,186 @@ export interface InvestigationReceipts {
 	steps: number;
 }
 
-export function buildReceipts(
-	steps: number,
-	toolCalls: McpAgentToolTrace[]
-): InvestigationReceipts {
-	return {
-		steps,
-		queriesRun: toolCalls.map((call) => ({
-			tool: call.name,
-			input: JSON.stringify(call.input ?? {}).slice(0, MAX_TRACE_INPUT_CHARS),
-		})),
-		sourcesChecked: [...new Set(toolCalls.map((call) => call.name))],
-	};
+interface InvestigationWindow {
+	from: string;
+	h1From: string;
+	h1To: string;
+	h2From: string;
+	h2To: string;
+	halfDays: number;
+	halves: string;
+	to: string;
 }
 
-function formatUtcDay(date: Date): string {
-	return date.toISOString().slice(0, 10);
+interface InvestigationSweep {
+	complete: boolean;
+	hasData: boolean;
+	text: string;
+}
+
+interface SweepQuery {
+	from: string;
+	label: string;
+	limit?: number;
+	timeUnit?: "day";
+	to: string;
+	type: string;
 }
 
-function shiftDays(date: Date, days: number): Date {
-	return new Date(date.getTime() + days * 86_400_000);
+type SweepRange = "all" | "first" | "second";
+
+const SWEEP_QUERY_SPECS = [
+	["Daily series", "events_by_date", "all"],
+	["Summary metrics — first window", "summary_metrics", "first"],
+	["Summary metrics — second window", "summary_metrics", "second"],
+	["Error summary — first window", "error_summary", "first"],
+	["Error summary — second window", "error_summary", "second"],
+	["Revenue overview — first window", "revenue_overview", "first"],
+	["Revenue overview — second window", "revenue_overview", "second"],
+	["Top pages — full window", "top_pages", "all", 12],
+	["Top referrers — full window", "top_referrers", "all", 12],
+	["Countries — full window", "country", "all", 8],
+	["Custom events — full window", "custom_events_discovery", "all", 30],
+] as const satisfies readonly (
+	| readonly [string, string, SweepRange]
+	| readonly [string, string, SweepRange, number]
+)[];
+
+function formatDay(value: dayjs.Dayjs): string {
+	return value.format("YYYY-MM-DD");
 }
 
 export function buildInvestigationWindow(
 	lookbackDays: number,
-	now: Date = new Date()
-): {
-	from: string;
-	to: string;
-	halves: string;
-	halfDays: number;
-	h1From: string;
-	h1To: string;
-	h2From: string;
-	h2To: string;
-} {
-	const to = now;
-	const from = shiftDays(to, -(lookbackDays - 1));
-	const halfDays = Math.floor(lookbackDays / 2);
-	const secondHalfStart = shiftDays(to, -(halfDays - 1));
-	const firstHalfEnd = shiftDays(secondHalfStart, -1);
-	const firstHalfStart = shiftDays(firstHalfEnd, -(halfDays - 1));
+	now: Date = new Date(),
+	timezone = "UTC"
+): InvestigationWindow {
+	const halfDays = Math.max(1, Math.floor(lookbackDays / 2));
+	const lastCompleteDay = dayjs(now)
+		.tz(timezone)
+		.subtract(1, "day")
+		.startOf("day");
+	const secondHalfStart = lastCompleteDay.subtract(halfDays - 1, "day");
+	const firstHalfEnd = secondHalfStart.subtract(1, "day");
+	const firstHalfStart = firstHalfEnd.subtract(halfDays - 1, "day");
+
 	return {
-		from: formatUtcDay(from),
-		to: formatUtcDay(to),
+		from: formatDay(firstHalfStart),
+		to: formatDay(lastCompleteDay),
 		halfDays,
-		h1From: formatUtcDay(firstHalfStart),
-		h1To: formatUtcDay(firstHalfEnd),
-		h2From: formatUtcDay(secondHalfStart),
-		h2To: formatUtcDay(to),
-		halves: `${formatUtcDay(firstHalfStart)} to ${formatUtcDay(firstHalfEnd)} vs ${formatUtcDay(secondHalfStart)} to ${formatUtcDay(to)} (${halfDays} days each)`,
+		h1From: formatDay(firstHalfStart),
+		h1To: formatDay(firstHalfEnd),
+		h2From: formatDay(secondHalfStart),
+		h2To: formatDay(lastCompleteDay),
+		halves: `${formatDay(firstHalfStart)} to ${formatDay(firstHalfEnd)} vs ${formatDay(secondHalfStart)} to ${formatDay(lastCompleteDay)} (${halfDays} days each)`,
+	};
+}
+
+function buildSweepQueries(
+	window: InvestigationWindow,
+	lookbackDays: number
+): SweepQuery[] {
+	const ranges: Record<SweepRange, readonly [string, string]> = {
+		all: [window.from, window.to],
+		first: [window.h1From, window.h1To],
+		second: [window.h2From, window.h2To],
+	};
+	return SWEEP_QUERY_SPECS.map(([label, type, range, fixedLimit]) => {
+		const [from, to] = ranges[range];
+		const daily = type === "events_by_date";
+		return {
+			label,
+			type,
+			from,
+			to,
+			...(daily ? { timeUnit: "day" as const } : {}),
+			...(fixedLimit || daily
+				? { limit: fixedLimit ?? Math.min(62, lookbackDays + 2) }
+				: {}),
+		};
+	});
+}
+
+function queryRequest(query: SweepQuery, websiteId: string, timezone: string) {
+	return {
+		projectId: websiteId,
+		type: query.type,
+		from: query.from,
+		to: query.to,
+		timezone,
+		...(query.timeUnit ? { timeUnit: query.timeUnit } : {}),
+		...(query.limit ? { limit: query.limit } : {}),
+	};
+}
+
+export function buildReceipts(params: {
+	lookbackDays: number;
+	now?: Date;
+	timezone: string;
+	websiteId: string;
+}): InvestigationReceipts {
+	const window = buildInvestigationWindow(
+		params.lookbackDays,
+		params.now,
+		params.timezone
+	);
+	const queries = buildSweepQueries(window, params.lookbackDays);
+
+	return {
+		steps: 2,
+		queriesRun: [
+			...queries.map((query) => ({
+				tool: query.type,
+				input: JSON.stringify(
+					queryRequest(query, params.websiteId, params.timezone)
+				),
+			})),
+			{
+				tool: "structured_memo_synthesis",
+				input: JSON.stringify({
+					source: "in_memory_analytics_sweep",
+					queryOutputsPersisted: false,
+				}),
+			},
+		],
+		sourcesChecked: [...new Set(queries.map((query) => query.type))],
 	};
 }
 
+function createSweepTimeoutError(): Error {
+	const error = new Error("Investigation analytics sweep timed out");
+	error.name = "AbortError";
+	return error;
+}
+
 async function safeQuery(
 	websiteId: string,
 	domain: string,
 	timezone: string,
-	type: string,
-	from: string,
-	to: string,
-	extra?: { timeUnit?: "day"; limit?: number }
+	query: SweepQuery,
+	abortSignal: AbortSignal
 ): Promise<Record<string, unknown>[] | null> {
 	try {
 		const rows = await executeQuery(
-			{ projectId: websiteId, type, from, to, timezone, ...extra },
+			queryRequest(query, websiteId, timezone),
 			domain,
-			timezone
+			timezone,
+			abortSignal
 		);
 		return Array.isArray(rows) ? rows : [];
 	} catch {
+		if (abortSignal.aborted) {
+			throw abortSignal.reason instanceof Error
+				? abortSignal.reason
+				: createSweepTimeoutError();
+		}
 		return null;
 	}
 }
 
 function compactRows(rows: Record<string, unknown>[] | null, max = 25): string {
 	if (rows === null) {
-		return "(query failed — source unavailable, treat as unknown not zero)";
+		return "(query failed — source unavailable; treat as unknown, not zero)";
 	}
 	if (rows.length === 0) {
 		return "(no rows)";
@@ -163,140 +264,67 @@ export async function runInvestigationSweep(params: {
 	timezone: string;
 	websiteDomain: string;
 	websiteId: string;
-}): Promise<string | null> {
-	const w = buildInvestigationWindow(params.lookbackDays, params.now);
-	const { websiteId: id, websiteDomain: dom, timezone: tz } = params;
-	const q = (
-		type: string,
-		from: string,
-		to: string,
-		extra?: { timeUnit?: "day"; limit?: number }
-	) => safeQuery(id, dom, tz, type, from, to, extra);
-
-	const gather = Promise.all([
-		q("events_by_date", w.from, w.to, {
-			timeUnit: "day",
-			limit: params.lookbackDays + 2,
-		}),
-		q("summary_metrics", w.h1From, w.h1To),
-		q("summary_metrics", w.h2From, w.h2To),
-		q("error_summary", w.h1From, w.h1To),
-		q("error_summary", w.h2From, w.h2To),
-		q("revenue_overview", w.h1From, w.h1To),
-		q("revenue_overview", w.h2From, w.h2To),
-		q("top_pages", w.from, w.to, { limit: 12 }),
-		q("top_referrers", w.from, w.to, { limit: 12 }),
-		q("country", w.from, w.to, { limit: 8 }),
-		q("custom_events_discovery", w.from, w.to, { limit: 30 }),
-	]);
-
-	const timeout = new Promise<null>((resolve) => {
-		setTimeout(() => resolve(null), SWEEP_TIMEOUT_MS);
-	});
-	const results = await Promise.race([gather, timeout]);
-	if (results === null) {
-		return null;
-	}
+}): Promise<InvestigationSweep> {
+	const window = buildInvestigationWindow(
+		params.lookbackDays,
+		params.now,
+		params.timezone
+	);
+	const queries = buildSweepQueries(window, params.lookbackDays);
+	const controller = new AbortController();
+	const timeout = setTimeout(
+		() => controller.abort(createSweepTimeoutError()),
+		SWEEP_TIMEOUT_MS
+	);
 
-	const [
-		daily,
-		summaryH1,
-		summaryH2,
-		errorsH1,
-		errorsH2,
-		revenueH1,
-		revenueH2,
-		topPages,
-		topReferrers,
-		countries,
-		customEvents,
-	] = results;
-
-	if (daily === null && summaryH1 === null && summaryH2 === null) {
-		return null;
-	}
+	try {
+		const results = await Promise.all(
+			queries.map((query) =>
+				safeQuery(
+					params.websiteId,
+					params.websiteDomain,
+					params.timezone,
+					query,
+					controller.signal
+				)
+			)
+		);
 
-	return [
-		"## Pre-gathered sweep (phases 1-2 already complete — do NOT re-run these)",
-		`Window ${w.from} to ${w.to}. Halves: first ${w.h1From}..${w.h1To} vs second ${w.h2From}..${w.h2To} (${w.halfDays} days each). Final day is partial.`,
-		"",
-		"### Daily series (events_by_date)",
-		compactRows(daily, params.lookbackDays + 2),
-		"### summary_metrics — first half",
-		compactRows(summaryH1),
-		"### summary_metrics — second half",
-		compactRows(summaryH2),
-		"### error_summary — first half / second half",
-		compactRows(errorsH1),
-		compactRows(errorsH2),
-		"### revenue_overview — first half / second half",
-		compactRows(revenueH1),
-		compactRows(revenueH2),
-		"### top_pages (full window)",
-		compactRows(topPages),
-		"### top_referrers (full window)",
-		compactRows(topReferrers),
-		"### country (full window)",
-		compactRows(countries),
-		"### custom_events_discovery (full window)",
-		compactRows(customEvents),
-	].join("\n");
+		const sections = queries.flatMap((query, index) => [
+			`### ${query.label}`,
+			compactRows(
+				results[index] ?? null,
+				query.type === "events_by_date" ? params.lookbackDays + 2 : 25
+			),
+		]);
+
+		return {
+			complete: results.every((rows) => rows !== null),
+			hasData: results.some((rows) =>
+				rows?.some((row) =>
+					Object.values(row).some((value) => {
+						const number = Number(value);
+						return Number.isFinite(number) && number !== 0;
+					})
+				)
+			),
+			text: [
+				"## Bounded analytics sweep",
+				`Timezone: ${params.timezone}. Last complete local day: ${window.to}.`,
+				`Equal comparison windows: ${window.halves}.`,
+				"Query results below are used in memory for this response and are not persisted by this tool.",
+				"",
+				...sections,
+			].join("\n"),
+		};
+	} finally {
+		clearTimeout(timeout);
+	}
 }
 
-export function buildInvestigationBrief(params: {
-	lookbackDays: number;
-	now?: Date;
-	question?: string;
-	sweep?: string;
-	websiteDomain: string;
-	websiteId: string;
-}): string {
-	const focus = params.question
-		? `The user wants to know: "${params.question}". Anchor the investigation on this, but report anything bigger you find on the way.`
-		: "No specific question was asked. Find the single most consequential change on this site and explain it.";
-
-	const window = buildInvestigationWindow(params.lookbackDays, params.now);
-
-	const phases = params.sweep
-		? [
-				"The sweep and baseline queries have ALREADY been run — results are in the block below. This is your descriptive data. Do NOT re-run events_by_date, summary_metrics, error_summary, revenue_overview, top_pages, top_referrers, country, or custom-event discovery for this window; they are already below.",
-				"",
-				params.sweep,
-				"",
-				"Protocol — the data above is phases 1-2. Do only what remains, in as few turns as possible:",
-				"1-2. Sweep + baseline: DONE (data above). Read it, name the single largest move and any standing funnel-failure rate.",
-				"3. Enrich ONLY if a flagged move needs a breakdown that is NOT already above (e.g. device split, or errors on one specific page). If the sweep already answers where the change is concentrated, skip this — do not re-fetch pages, referrers, country, errors, or revenue.",
-				"4. Correlate — this is your main remaining job (one turn, parallel tools): emit the github deploy/commit/PR checks around the inflection date, the annotations lookup, and — if the change looks search-driven — the search console query, all in the same turn. Find WHEN the cause landed relative to the effect.",
-				"5. Conclude: state the causal chain with evidence for every link. Once you can write the chain, stop calling tools and answer.",
-			]
-		: [
-				"Round-trip discipline (this is the difference between finishing and timing out): each phase is one turn, not one query. Issue every independent query in a phase together in that single turn. get_data takes up to 10 builders in one call — never call it once per builder. When a phase spans different tools (github, search console, annotations), emit all of those tool calls in the same turn so they run in parallel. Only wait for a phase's results before the next turn when the next phase actually depends on them (enrichment depends on which moves the sweep flagged; correlation depends on the inflection date).",
-				"",
-				"Protocol — work through every phase, in order:",
-				`1. Sweep (one get_data call): batch events_by_date for the full ${params.lookbackDays}-day window, summary_metrics for each half, and — if the site records them — revenue and custom-event daily trends, all in a single call. Flag the largest moves.`,
-				"2. Baseline health: if the site has a conversion funnel (payments, checkouts, signups), compute the standing failure rate for the full window (e.g. payment_failed vs payment_succeeded) — fold these builders into the sweep call when you already suspect a funnel. A high failure rate that is flat across both halves is still a primary finding; unchanged does not mean fine. Denominate it in blocked revenue or lost conversions and rank it against the largest moves from the sweep.",
-				"3. Enrich (one get_data call): for the flagged moves, batch the page, referrer, country, and device breakdowns plus any error builders into a single call. Find WHERE the change is concentrated.",
-				"4. Correlate (one turn, parallel tools): emit the deploy, commit, and PR checks around the inflection date, the annotations lookup, and — if the change looks search-driven — the search console query together in the same turn. Find WHEN the cause landed relative to the effect.",
-				"5. Conclude: state the causal chain with evidence for every link.",
-			];
-
-	return [
-		`Run a root-cause investigation on website ${params.websiteId} (${params.websiteDomain}) over the last ${params.lookbackDays} days.`,
-		`Window (UTC dates, inclusive): ${window.from} to ${window.to}. For half-over-half comparisons use exactly: ${window.halves}. Note the final day is partial.`,
-		focus,
-		"",
-		...phases,
-		"",
-		"Rules:",
-		"- Money outranks traffic. If the site has revenue or conversion-funnel custom events (checkouts, payments, subscriptions), investigate changes there first and denominate impact in revenue or conversions; pageviews are the proxy of last resort.",
-		"- Every claim needs a number from a query you actually ran.",
-		"- Compare equal-length periods only. If the window splits unevenly, trim a day or quote per-day rates; never headline a raw total from an 8-day window against a 7-day one.",
-		"- Quantify how much of the total change each cause explains (e.g. 'X accounts for 63 of the 230 lost visitors'). Say plainly what share remains unexplained.",
-		"- Report hypotheses you ruled out and what ruled them out.",
-		"- If you cannot establish a cause, say exactly what you eliminated and what data would settle it. Never hand-wave.",
-		"- Timing beats correlation: an effect that starts before its supposed cause is a dead end.",
-		"- If a data source errors or is not connected, name it as a gap in your findings; do not silently work around it.",
-	].join("\n");
+function receiptSummary(receipts: InvestigationReceipts): string {
+	const sources = receipts.sourcesChecked.join(", ") || "none";
+	return `${receipts.steps} pipeline steps, ${receipts.queriesRun.length} attempted operations (${sources}). Query outputs are not persisted by this tool.`;
 }
 
 export function renderMemoMarkdown(
@@ -314,10 +342,7 @@ export function renderMemoMarkdown(
 		if (memo.actions.length > 0) {
 			lines.push("", `Monitor: ${memo.actions[0]}`);
 		}
-		lines.push(
-			"",
-			`Receipts: ${receipts.steps} agent steps, ${receipts.queriesRun.length} tool calls (${receipts.sourcesChecked.join(", ")})`
-		);
+		lines.push("", `Receipts: ${receiptSummary(receipts)}`);
 		return lines.join("\n");
 	}
 
@@ -333,7 +358,7 @@ export function renderMemoMarkdown(
 	if (memo.causalChain.length > 0) {
 		sections.push(
 			"",
-			"## Causal chain",
+			"## Observed sequence",
 			...memo.causalChain.map(
 				(link, i) => `${i + 1}. ${link.step}\n   - evidence: ${link.evidence}`
 			)
@@ -364,72 +389,49 @@ export function renderMemoMarkdown(
 		);
 	}
 
-	sections.push(
-		"",
-		"## Receipts",
-		`${receipts.steps} agent steps, ${receipts.queriesRun.length} tool calls: ${receipts.sourcesChecked.join(", ")}`
-	);
+	sections.push("", "## Receipts", receiptSummary(receipts));
 
 	return sections.join("\n");
 }
 
-export function buildFallbackMemo(answer: string): InvestigationMemo {
+export function buildFallbackMemo(detail = ""): InvestigationMemo {
 	const narrative =
-		answer.trim() ||
-		"The investigation finished gathering data but produced no written findings.";
+		detail.trim() ||
+		"The analytics sweep ran, but the structured memo could not be synthesized. No cause was established; re-run before acting on this result.";
 	return {
-		headline: "Investigation completed; structured memo unavailable.",
+		headline: "Analytics review could not be synthesized.",
 		narrative,
 		causalChain: [],
 		deadEnds: [],
 		confidence: {
 			level: "low",
 			reason:
-				"The synthesis step failed, so this memo is the agent's raw findings without structured verification. Re-run to get a graded verdict.",
+				"Structured synthesis was unavailable, so the available analytics were not converted into a verified finding.",
 		},
 		verdict: {
 			type: "watch",
-			reason:
-				"Findings were gathered but not synthesized into a graded verdict.",
+			reason: "No reliable conclusion is available from this run.",
 		},
 		actions: [],
 	};
 }
 
-function compactTrace(toolCalls: McpAgentToolTrace[]): string {
-	return toolCalls
-		.map((call) => {
-			const input = JSON.stringify(call.input ?? {}).slice(
-				0,
-				MAX_TRACE_INPUT_CHARS
-			);
-			const output = JSON.stringify(call.output ?? null).slice(
-				0,
-				MAX_TRACE_OUTPUT_CHARS
-			);
-			return `[${call.index}] ${call.name}(${input}) => ${output}`;
-		})
-		.join("\n");
-}
-
 const MEMO_SYNTHESIS_SYSTEM = [
-	"You turn a completed analytics investigation into a structured memo.",
-	"Use ONLY facts present in the investigation findings and tool trace. Never invent numbers, dates, commits, or causes.",
-	"The headline must contain the most important number. Generic headlines ('Traffic changed recently') are failures.",
-	"Headline numbers must compare equal-length periods; prefer per-day rates when the underlying windows differ in length.",
-	"causalChain steps must each cite evidence that appears in the trace. If the investigation found no cause, leave causalChain empty and say what was ruled out.",
-	"Set confidence honestly: high only when cause, mechanism, and timing all check out AND the causal chain accounts for the majority of the observed change. If most of the change is unexplained, confidence is medium at best and the narrative must say what share remains unexplained.",
-	"Classify the verdict honestly. 'act' requires both a concrete fix the site owner can execute AND material impact, denominated in revenue or conversions when the site has them. A standing structural problem (e.g. a majority of payment attempts failing) qualifies as 'act' even if the rate did not change inside the window; a problem being old does not make it fine. A cause outside the owner's control (viral decay, seasonality, a spike normalizing back to baseline) is 'all_clear' no matter how large the numbers are. A real worsening trend without a confirmed fixable cause is 'watch'.",
-	"When the verdict is all_clear, keep the narrative to 2-3 sentences and limit actions to at most one monitoring step. Do not pad an all_clear finding into a full report.",
-	"Actions must be verbs the owner can execute today with an expected impact. Generic advice ('diversify acquisition', 'improve content') is a failure; omit it.",
+	"Turn the supplied bounded analytics sweep into one cautious structured memo.",
+	"Use only facts present in the sweep. Never invent causes, deploys, dates, segments, revenue, or conversion impact.",
+	"Treat a failed source as unknown, not zero. Treat an empty result as no rows returned, not proof that the metric is healthy.",
+	"Compare only the two equal windows named in the prompt. The headline should include the most decision-relevant observed number.",
+	"This sweep supports descriptive findings, not root-cause proof. Leave causalChain empty unless the supplied time series directly supports an ordered sequence, and never turn correlation into a causal mechanism.",
+	"Confidence must be low or medium because no external causal evidence was gathered. Name the missing data that limits confidence.",
+	"Use act only for a material observed reliability, revenue, or conversion problem with a safe concrete next check. Use watch for unexplained movement. Use all_clear only when primary sources succeeded and show no material issue.",
+	"Actions must be cautious, reversible, and grounded in a named page, metric, event, referrer, or error surface. Do not recommend rollback, code changes, or broad strategy without direct evidence.",
 ].join(" ");
 
 export interface RunInvestigationParams {
-	apiKey: Parameters<typeof runMcpAgentWithTrace>[0]["apiKey"];
-	billingMode?: Parameters<typeof runMcpAgentWithTrace>[0]["billingMode"];
+	apiKey: ApiKeyRow | null;
+	billingMode?: "bill" | "skip";
 	lookbackDays: number;
 	question?: string;
-	requestHeaders: Headers;
 	timezone?: string;
 	userId: string | null;
 	websiteDomain: string;
@@ -445,73 +447,96 @@ export interface InvestigationResult {
 export async function runInvestigation(
 	params: RunInvestigationParams
 ): Promise<InvestigationResult> {
-	let sweep: string | undefined;
-	try {
-		sweep =
-			(await runInvestigationSweep({
-				lookbackDays: params.lookbackDays,
-				timezone: params.timezone ?? "UTC",
-				websiteDomain: params.websiteDomain,
-				websiteId: params.websiteId,
-			})) ?? undefined;
-	} catch {
-		sweep = undefined;
+	const userId = params.userId ?? params.apiKey?.userId ?? null;
+	const organizationId = params.apiKey?.organizationId ?? null;
+	const billingCustomerId =
+		params.billingMode === "skip"
+			? null
+			: await resolveAgentBillingCustomerId({
+					apiKey: params.apiKey,
+					organizationId,
+					userId,
+				});
+	if (
+		params.billingMode !== "skip" &&
+		!(await ensureAgentCreditsAvailable(billingCustomerId))
+	) {
+		throw new DatabuddyAgentUserError({
+			code: "agent_credits_exhausted",
+			message:
+				"You've used your Databunny allowance for this month. Add more usage, upgrade, or wait for the monthly reset.",
+		});
 	}
 
-	const brief = buildInvestigationBrief({ ...params, sweep });
-
-	const trace = await runMcpAgentWithTrace({
-		question: brief,
-		requestHeaders: params.requestHeaders,
-		apiKey: params.apiKey,
-		userId: params.userId,
-		websiteId: params.websiteId,
+	const timezone = params.timezone ?? "UTC";
+	const now = new Date();
+	const sweep = await runInvestigationSweep({
+		lookbackDays: params.lookbackDays,
+		now,
+		timezone,
 		websiteDomain: params.websiteDomain,
-		timezone: params.timezone,
-		billingMode: params.billingMode,
-		mutationMode: "dry-run",
-		storeMemory: false,
-		timeoutMs: INVESTIGATION_TIMEOUT_MS,
+		websiteId: params.websiteId,
 	});
-
-	const receipts = buildReceipts(trace.steps, trace.toolCalls);
-
-	const controller = new AbortController();
-	const timeout = setTimeout(() => controller.abort(), SYNTHESIS_TIMEOUT_MS);
+	const receipts = buildReceipts({
+		lookbackDays: params.lookbackDays,
+		now,
+		timezone,
+		websiteId: params.websiteId,
+	});
+	const window = buildInvestigationWindow(params.lookbackDays, now, timezone);
+	const prompt = [
+		`Website: ${params.websiteId} (${params.websiteDomain}). Timezone: ${timezone}.`,
+		`Compare exactly ${window.halves}; ${window.to} is the last complete day.`,
+		params.question?.trim()
+			? `User question: ${params.question.trim()}`
+			: "Find the most material observed change, or report that none is supported.",
+		"Do not infer deploys, intent, or root cause.",
+		"",
+		sweep.text,
+	].join("\n");
 
 	let memo: InvestigationMemo;
 	try {
 		const result = await generateObject({
-			abortSignal: controller.signal,
+			abortSignal: AbortSignal.timeout(SYNTHESIS_TIMEOUT_MS),
 			model: models.balanced,
 			schema: investigationMemoSchema,
 			system: MEMO_SYNTHESIS_SYSTEM,
-			prompt: [
-				...(sweep
-					? [
-							"Deterministic sweep (analytics data gathered before the agent ran — always reliable, use it as the descriptive backbone of the memo):",
-							sweep,
-							"",
-						]
-					: []),
-				"Investigation findings (the agent's correlation and reasoning):",
-				trace.answer,
-				"",
-				"Tool trace (what the agent actually queried and returned):",
-				compactTrace(trace.toolCalls),
-				...(trace.truncated
-					? [
-							"",
-							"NOTE: The agent's correlation phase was stopped by a time limit. The deterministic sweep above is complete and reliable — ground the memo in it. The agent trace may be partial, so treat any correlation (deploys, commits) it found as a lead rather than proof. Set confidence to 'medium' at most unless the sweep alone makes the cause unambiguous.",
-						]
-					: []),
-			].join("\n"),
+			prompt,
 		});
 		memo = result.object;
+		await trackAgentUsageAndBill({
+			usage: result.usage,
+			modelId: modelNames.balanced,
+			source: "mcp",
+			agentType: "investigate",
+			billingCustomerId,
+			organizationId,
+			userId,
+			websiteId: params.websiteId,
+		});
 	} catch {
-		memo = buildFallbackMemo(trace.answer);
-	} finally {
-		clearTimeout(timeout);
+		memo = buildFallbackMemo();
+	}
+	if (memo.verdict.type === "all_clear" && !(sweep.complete && sweep.hasData)) {
+		memo = {
+			...memo,
+			headline: "The available data cannot support an all-clear.",
+			narrative:
+				"One or more sources were empty or unavailable, so this run cannot determine whether conditions are normal.",
+			causalChain: [],
+			deadEnds: [],
+			confidence: {
+				level: "low",
+				reason:
+					"The available sources cannot establish that the site is clear.",
+			},
+			verdict: {
+				type: "watch",
+				reason:
+					"Data was missing or unavailable, so no all-clear is supported.",
+			},
+		};
 	}
 
 	return {
@@ -525,7 +550,7 @@ export const investigateTool = defineMcpTool(
 	{
 		name: "investigate",
 		description:
-			"Deep root-cause investigation for one website: a deterministic analytics sweep, then deploy/commit correlation, then a memo with causal chain, dead ends, confidence, and receipts. ~30-60s, always grounded. Use for 'why did X change?'",
+			"Compare fixed analytics views for one website across two equal, complete time windows and return a cautious memo with confidence and operation receipts. Use for 'what changed?' or a bounded first pass on 'why did X change?'.",
 		inputSchema: z.object({
 			websiteId: z.string().optional(),
 			websiteName: z.string().optional(),
@@ -536,11 +561,14 @@ export const investigateTool = defineMcpTool(
 				.max(2000)
 				.optional()
 				.describe(
-					"Optional steering question, e.g. 'why did signups drop last week?'. Omit to find the most consequential change."
+					"Optional steering question, e.g. 'what changed in signups last week?'. Omit to find the most consequential observed change."
 				),
 			lookbackDays: z.number().int().min(7).max(60).optional().default(30),
 			timezone: z
 				.string()
+				.refine((value) => Boolean(validateTimezone(value)), {
+					message: "Invalid IANA timezone",
+				})
 				.optional()
 				.describe("IANA timezone (e.g. 'America/New_York'). Defaults to UTC."),
 		}),
@@ -562,24 +590,23 @@ export const investigateTool = defineMcpTool(
 			return await runInvestigation({
 				apiKey: ctx.apiKey,
 				userId: ctx.userId,
-				requestHeaders: ctx.requestHeaders,
 				websiteId: ctx.websiteId as string,
 				websiteDomain: ctx.websiteDomain ?? "unknown",
 				question: input.question,
 				lookbackDays: input.lookbackDays,
 				timezone: input.timezone,
 			});
-		} catch (err) {
-			if (err instanceof Error && err.name === "AbortError") {
+		} catch (error) {
+			if (error instanceof Error && error.name === "AbortError") {
 				throw new McpToolError(
 					"upstream_timeout",
-					"Investigation timed out. Try a narrower question or a shorter lookbackDays.",
+					"The analytics sweep timed out. Try a shorter lookbackDays window.",
 					{
-						hint: "Investigations run a multi-step agent and can take 1-2 minutes.",
+						hint: "The bounded analytics queries exceeded their shared time budget.",
 					}
 				);
 			}
-			throw err;
+			throw error;
 		}
 	}
 );
diff --git a/packages/ai/src/ai/mcp/tools.test.ts b/packages/ai/src/ai/mcp/tools.test.ts
index baea0799d..9468f9f88 100644
--- a/packages/ai/src/ai/mcp/tools.test.ts
+++ b/packages/ai/src/ai/mcp/tools.test.ts
@@ -143,3 +143,46 @@ describe("MCP tool registry invariants", () => {
 		}
 	});
 });
+
+describe("manage_insight_digest contract", () => {
+	const digest = tools.find((tool) => tool.name === "manage_insight_digest");
+
+	test("is organization-wide with no website or cron selectors", () => {
+		expect(digest).toBeDefined();
+		expect(digest?.metadata.access.scopes).toEqual(["manage:config"]);
+		const json = z.toJSONSchema(digest?.inputSchema ?? z.never(), {
+			io: "input",
+		});
+
+		for (const field of [
+			"websiteId",
+			"websiteName",
+			"websiteDomain",
+			"cron",
+		]) {
+			expect(json).not.toHaveProperty(`properties.${field}`);
+		}
+	});
+
+	test("accepts only Off, Daily, and Weekly schedules", () => {
+		expect(digest).toBeDefined();
+		for (const frequency of ["off", "daily", "weekly"]) {
+			expect(
+				digest?.inputSchema.safeParse({
+					action: "reschedule",
+					confirmed: false,
+					frequency,
+				}).success
+			).toBe(true);
+		}
+		for (const frequency of ["hourly", "custom"]) {
+			expect(
+				digest?.inputSchema.safeParse({
+					action: "reschedule",
+					confirmed: false,
+					frequency,
+				}).success
+			).toBe(false);
+		}
+	});
+});
diff --git a/packages/ai/src/ai/mcp/tools.ts b/packages/ai/src/ai/mcp/tools.ts
index 1045e6496..fa393472f 100644
--- a/packages/ai/src/ai/mcp/tools.ts
+++ b/packages/ai/src/ai/mcp/tools.ts
@@ -1527,43 +1527,42 @@ const addUsersToFlagTool = defineMcpTool(
 	}
 );
 
-const DigestFrequencySchema = z.enum(["hourly", "daily", "weekly"]);
+const DigestScheduleSchema = z.enum(["off", "daily", "weekly"]);
 
 const manageInsightDigestTool = defineMcpTool(
 	{
 		name: "manage_insight_digest",
 		description:
-			"Route, stop, or inspect Slack delivery of analytics insight digests. action=route sends digests to a channel, unroute stops it, status shows current routing.",
+			"Manage one organization-wide automatic analysis schedule and its Slack destinations. status inspects it; route/unroute change Slack delivery; reschedule sets Off, Daily, or Weekly. Mutations require confirmation.",
 		inputSchema: z.object({
-			...WebsiteSelectorSchema,
 			action: z
-				.enum(["route", "unroute", "status"])
-				.describe("route to a channel, unroute to stop, or status to inspect"),
+				.enum(["route", "unroute", "reschedule", "status"])
+				.describe(
+					"route to a channel, unroute to stop, reschedule to set Off/Daily/Weekly, or status to inspect"
+				),
 			channelId: z
 				.string()
 				.min(1)
 				.max(120)
 				.optional()
 				.describe("Slack channel ID. Required for route and unroute."),
-			frequency: DigestFrequencySchema.optional().describe(
-				"How often investigations run for this scope. Applied on route."
+			frequency: DigestScheduleSchema.optional().describe(
+				"Organization schedule. Required for reschedule. Route accepts daily or weekly."
 			),
 			confirmed: ConfirmedSchema,
 		}),
 		outputSchema: MutationResultSchema,
-		resolveWebsite: "optional",
-		metadata: writeMetadata(["manage:websites"]),
+		metadata: writeMetadata(["manage:config"]),
 		ratelimit: { limit: 20, windowSec: 60 },
 	},
 	async (input, ctx) => {
-		const websiteId = ctx.websiteId;
-		const orgIds = await resolveOrganizationIds(websiteId, ctx);
+		const orgIds = await resolveOrganizationIds(undefined, ctx);
 		if (orgIds instanceof Error) {
 			throw new McpToolError("not_found", orgIds.message);
 		}
 		const organizationId = orgIds[0];
 		const rpcContext = buildRpcContext(ctx);
-		const scopeInput = { organizationId, websiteId: websiteId ?? undefined };
+		const scopeInput = { organizationId };
 
 		if (input.action === "status") {
 			const config = await callRPCProcedure(
@@ -1573,37 +1572,107 @@ const manageInsightDigestTool = defineMcpTool(
 				rpcContext
 			);
 			const summary = summarizeDigestConfig(config);
+			const schedule = summary.enabled ? summary.frequency : "off";
+			const scheduleLabel =
+				schedule === "off" ? "Off" : schedule === "daily" ? "Daily" : "Weekly";
 			return {
 				success: true,
 				message:
-					summary.channels.length > 0
-						? `Digest goes to ${summary.channels.length} Slack channel${summary.channels.length === 1 ? "" : "s"} on a ${summary.frequency} cadence.`
-						: "No Slack digest delivery is configured for this scope.",
-				digest: summary,
+					summary.enabled && summary.channels.length > 0
+						? `Automatic analysis: ${scheduleLabel}. Findings go to ${summary.channels.length} Slack channel${summary.channels.length === 1 ? "" : "s"}.`
+						: summary.enabled
+							? `Automatic analysis: ${scheduleLabel}. Slack delivery: None.`
+							: "Automatic analysis: Off.",
+				digest: { ...summary, schedule },
 			};
 		}
 
-		if (!input.channelId) {
+		if (input.action === "reschedule" && !input.frequency) {
 			throw new McpToolError(
 				"invalid_input",
-				"channelId is required to route or unroute a digest."
+				"frequency is required to reschedule automatic analysis. Choose off, daily, or weekly."
 			);
 		}
+		if (
+			(input.action === "route" || input.action === "unroute") &&
+			!input.channelId
+		) {
+			throw new McpToolError(
+				"invalid_input",
+				"channelId is required to change Slack delivery."
+			);
+		}
+		if (input.action === "route" && input.frequency === "off") {
+			throw new McpToolError(
+				"invalid_input",
+				"Slack delivery requires daily or weekly analysis. Use reschedule with frequency=off to turn automatic analysis off."
+			);
+		}
+		let routeSchedule: "daily" | "weekly" | null = null;
+		let routeScheduleWas: "off" | "daily" | "weekly" | null = null;
+		if (input.action === "route") {
+			const config = await callRPCProcedure(
+				"insightGeneration",
+				"getConfig",
+				scopeInput,
+				rpcContext
+			);
+			const summary = summarizeDigestConfig(config);
+			routeScheduleWas = summary.enabled ? summary.frequency : "off";
+			routeSchedule =
+				input.frequency === "daily" || input.frequency === "weekly"
+					? input.frequency
+					: summary.frequency;
+		}
 
 		if (!input.confirmed) {
+			const routeScheduleChange =
+				routeSchedule && routeScheduleWas && routeSchedule !== routeScheduleWas
+					? ` Schedule change: ${routeScheduleWas === "off" ? "Off" : routeScheduleWas === "daily" ? "Daily" : "Weekly"} -> ${routeSchedule === "daily" ? "Daily" : "Weekly"}.`
+					: "";
 			return {
 				preview: true,
 				confirmationRequired: true,
 				message:
-					input.action === "route"
-						? `Route insight digests to this Slack channel${input.frequency ? ` on a ${input.frequency} cadence` : ""}?`
-						: "Stop routing insight digests to this Slack channel?",
+					input.action === "reschedule"
+						? `Set automatic analysis to ${input.frequency}?`
+						: input.action === "route"
+							? `Send findings to this Slack channel after each ${routeSchedule} analysis?${routeScheduleChange}`
+							: "Stop sending findings to this Slack channel?",
 				digest: {
 					action: input.action,
-					channelId: input.channelId,
-					frequency: input.frequency ?? null,
-					scope: websiteId ? "website" : "organization",
+					channelId: input.channelId ?? null,
+					schedule:
+						input.action === "route"
+							? routeSchedule
+							: (input.frequency ?? null),
+					scheduleWas: input.action === "route" ? routeScheduleWas : undefined,
+					scope: "organization",
+				},
+			};
+		}
+
+		if (input.action === "reschedule") {
+			const frequency = input.frequency;
+			if (!frequency) {
+				throw new McpToolError("invalid_input", "frequency is required");
+			}
+			const config = await callRPCProcedure(
+				"insightGeneration",
+				"upsertConfig",
+				{
+					organizationId,
+					enabled: frequency !== "off",
+					...(frequency === "off" ? {} : { frequency }),
 				},
+				rpcContext
+			);
+			const summary = summarizeDigestConfig(config);
+			const schedule = summary.enabled ? summary.frequency : "off";
+			return {
+				success: true,
+				message: `Automatic analysis set to ${schedule}.`,
+				digest: { ...summary, schedule },
 			};
 		}
 
@@ -1616,7 +1685,7 @@ const manageInsightDigestTool = defineMcpTool(
 			);
 			return {
 				success: true,
-				message: "Stopped routing insight digests to this Slack channel.",
+				message: "Findings will no longer go to this Slack channel.",
 				digest: summarizeDigestConfig(config),
 			};
 		}
@@ -1634,7 +1703,7 @@ const manageInsightDigestTool = defineMcpTool(
 		const summary = summarizeDigestConfig(config);
 		return {
 			success: true,
-			message: `Insight digests will be delivered to this Slack channel on a ${summary.frequency} cadence.`,
+			message: `Findings will go to this Slack channel after each ${summary.frequency} analysis.`,
 			digest: summary,
 		};
 	}
diff --git a/packages/ai/src/ai/prompts/analytics.ts b/packages/ai/src/ai/prompts/analytics.ts
index 81a8791e8..d58bc6928 100644
--- a/packages/ai/src/ai/prompts/analytics.ts
+++ b/packages/ai/src/ai/prompts/analytics.ts
@@ -54,8 +54,8 @@ Each get_data result carries a \`summary\` field that names the builder, time ra
 - "vs. last week" / "vs. weekly avg" / "vs. baseline" columns require both periods to have been queried.
 - Recompute every arithmetic step once before quoting it.
 
-**Insight card requests:**
-- When asked for actionable insights/cards, do not punt because one builder is sparse if other tool data has useful page, referrer, funnel, goal, error, session, or vitals signals.
+**Finding requests:**
+- When asked for actionable findings/cards, do not punt because one builder is sparse if other tool data has useful page, referrer, funnel, goal, error, session, or vitals evidence.
 - Return 3 concise, distinct cards when possible. Each card needs: what changed, why it matters, and one concrete next action.
 - Every next action must name a product surface to inspect: a funnel step, goal, referrer segment, page path, error class, session stream, web vital, flag rollout, or agent diagnostic prompt.
 - Avoid report-style intros, long tables, emojis, and generic monitoring advice. Use plain language; keep technical acronyms out of headings unless the user asked for the raw metric.
@@ -119,7 +119,7 @@ const ANALYTICS_MCP_BODY = `<agent-specific-rules>
 4. Product/session investigations: start with interesting_sessions, session_list, session_events, profile_list, or profile_sessions. session_flow is page-to-page transitions; session_pages is pages ranked by sessions.
 5. Custom events: use get_data custom_events_* builders; raw SQL is easy to scope incorrectly.
 6. Workspace mutations: preview with confirmed=false, then confirmed=true only after explicit approval.
-7. Recurring digests: manage_insight_digest routes investigation digests to a Slack channel (action=route to start, unroute to stop, status to inspect), with optional frequency hourly/daily/weekly and optional websiteId (omit = whole org). Investigations run on their own schedule regardless; this only controls where the digest is posted. The user never has to know the exact phrasing — infer intent from things like "keep an eye on this", "send me updates", "weekly report".
+7. Automatic analysis: manage_insight_digest manages one organization-wide Off/Daily/Weekly schedule and its Slack destinations. A one-off analysis may target the website already selected in context; routing and scheduling never do. Infer intent from phrases like "keep an eye on this", "send me updates", or "weekly report".
 ${FEEDBACK_TOOL_RULES}
 
 **Data integrity:**
@@ -183,30 +183,25 @@ Routing:
 - Thread refs (above/that/this thread/which one/what first/do you agree/who said/asked/recap) => call slack_read_current_thread once; answer from thread; no get_data/SQL unless user asks for fresh/current/latest metrics.
 - Fresh analytics/metrics/top pages/last N days => call get_data; SQL only if builders cannot answer.
 - Banter/thanks/frustration/"nah that's wrong"/"nope"/"shut up"/meta => one short line, no tools, unless they explicitly say thread/above/that.
-- Example/preview asks ("what would the digest look like", "show me an example") => call manage_insight_digest action=preview. Do NOT fabricate a sample.
+- Example/preview asks ("what would the digest look like", "show me an example") => explain that Databuddy does not fabricate previews and offer a real one-off analysis. Call manage_insight_digest action=test only when the user explicitly asks to run it; start with confirmed=false and disclose allowance use, saved findings, and possible Slack delivery.
 
 Output discipline (these are hard constraints, not suggestions):
-- BEFORE composing your reply, locate the canonical block in this turn's tool results (\`current\` / \`applied\` / \`preview\` / \`proposed\`). Restate values ONLY from that block — channels, cadence, cron, timezone, nextRunAt, runId all come from it verbatim.
+- BEFORE composing your reply, locate the canonical block in this turn's tool results (\`current\` / \`applied\` / \`preview\` / \`proposed\`). Restate values ONLY from that block — channels, schedule, timezone, nextRunAt, and runId all come from it verbatim.
 - Skip preamble. Lead with the receipt itself. NEVER start with "Sure", "Got it", "Done.", "Done!", "Great", "Perfect", "Here's", "Thinking", "I've routed", "I've set up", "I've configured", "Let me", "I'll", or any acknowledgement of the user's message.
 - NEVER repeat any part of a previous turn's reply. Do NOT summarize prior state.
-- Do NOT claim any fact, date, weekday, channel, cadence, count, or metric that does not appear verbatim in THIS turn's tool results. If a needed value is null or missing, say so plainly ("first run is not yet scheduled") — never infer a substitute, never fall back to training-data defaults.
+- Do NOT claim any fact, date, weekday, channel, schedule, count, or metric that does not appear verbatim in THIS turn's tool results. If a needed value is null or missing, say so plainly ("first run is not yet scheduled") — never infer a substitute, never fall back to training-data defaults.
 - Slack channel references MUST EXACTLY MATCH the \`<#CHANNELID>\` string from \`applied.channel\` / \`current.channels\` / \`proposed.channel\`, character for character, including angle brackets. Never construct a mention by hand. Never write "(# C123)", "#C123", "the channel C123", or any other form.
-- Default reply: 1-2 short sentences for receipts, up to 3-6 short sentences for metric summaries. No headings/report formatting unless asked. No dashboard JSON. No invented numbers. No marketing or re-pitch ("you'll get traffic, page, and session highlights" is forbidden — the user already knows what a digest contains).
+- Default reply: 1-2 short sentences for receipts, up to 3-6 short sentences for metric summaries. No headings/report formatting unless asked. No dashboard JSON. No invented numbers. No marketing or re-pitch.
 - Rewrite/exact-copy tasks => output only the final copy. No labels, options, explanation, or preamble.
 
 Mutation receipts (after manage_insight_digest with confirmed=true returns):
-- ONE sentence using applied.channel, applied.cadence, applied.scopeLabel.
-- If applied.cadenceChanged is true, append: "Cadence: <applied.cadenceWas> -> <applied.cadence>."
-- Do NOT describe what the digest will contain. Do NOT promise specific weekdays or start dates the tool did not return.
+- Return the tool result's message verbatim. Do not add content promises, weekdays, dates, channels, or schedules.
 
-Cadence checks (before route):
-- If the user names a cadence different from current.cadence, surface the change in the preview message and require explicit confirmation.
+Schedule checks (before route):
+- If the user names a schedule different from current.schedule, surface the change in the preview message and require explicit confirmation.
 
 Proactive offer:
-- When your OWN reply delivers concrete metrics/numbers (report, summary, recap), end it with ONE short friendly line offering to post a recurring digest to THIS channel (use slack_channel_id), e.g. "want me to drop a weekly rundown here?". At most once per conversation. Never add to replies that contain no metrics. If they say yes, call manage_insight_digest action=route (preview confirmed=false, then confirmed=true).
-
-One worked example (the receipt shape — vary the values, copy the structure):
-- Mutation receipt with cadence change: "Routed insight digests to <#C082WC4PPGS> on a weekly cadence. Cadence: daily -> weekly."
+- When your OWN reply delivers concrete metrics/numbers (report, summary, recap), end it with ONE short line offering to send findings to THIS channel after weekly analysis (use slack_channel_id), e.g. "want me to send weekly findings here?". At most once per conversation. Never add to replies that contain no metrics. If they say yes, call manage_insight_digest action=route (confirmed=false, then confirmed=true).
 </slack-output>`;
 
 function buildWebsiteScopeGuidance(ctx: AppContext): string {
diff --git a/packages/ai/src/ai/schemas/smart-insights-output.test.ts b/packages/ai/src/ai/schemas/smart-insights-output.test.ts
deleted file mode 100644
index 1066d7701..000000000
--- a/packages/ai/src/ai/schemas/smart-insights-output.test.ts
+++ /dev/null
@@ -1,60 +0,0 @@
-import { describe, expect, test } from "bun:test";
-import { insightSchema } from "./smart-insights-output";
-
-const baseInsight = {
-	title: "Pricing page traffic up 28%",
-	description:
-		"Pricing visitors grew while bounce rate improved and audience quality improved.",
-	suggestion:
-		"Review the journey from pricing into the next high-intent step.",
-	metrics: [
-		{
-			label: "Pricing Page Visitors",
-			current: 640,
-			previous: 500,
-			format: "number" as const,
-		},
-	],
-	severity: "info" as const,
-	sentiment: "positive" as const,
-	priority: 6,
-	type: "traffic_spike" as const,
-	subjectKey: "pricing_page",
-	sources: ["web" as const],
-	confidence: 0.82,
-};
-
-describe("insightSchema", () => {
-	test("accepts a valid insight", () => {
-		const result = insightSchema.safeParse(baseInsight);
-		expect(result.success).toBe(true);
-	});
-
-	test("accepts impactSummary when provided", () => {
-		const result = insightSchema.safeParse({
-			...baseInsight,
-			impactSummary: "Revenue at risk if not addressed.",
-		});
-		expect(result.success).toBe(true);
-	});
-
-	test("requires at least one metric", () => {
-		const result = insightSchema.safeParse({
-			...baseInsight,
-			metrics: [],
-		});
-		expect(result.success).toBe(false);
-	});
-
-	test("rejects more than 5 metrics", () => {
-		const result = insightSchema.safeParse({
-			...baseInsight,
-			metrics: Array.from({ length: 6 }, (_, i) => ({
-				label: `Metric ${i}`,
-				current: i * 10,
-				format: "number" as const,
-			})),
-		});
-		expect(result.success).toBe(false);
-	});
-});
diff --git a/packages/ai/src/ai/schemas/smart-insights-output.ts b/packages/ai/src/ai/schemas/smart-insights-output.ts
deleted file mode 100644
index 38b51bd9f..000000000
--- a/packages/ai/src/ai/schemas/smart-insights-output.ts
+++ /dev/null
@@ -1,163 +0,0 @@
-import { z } from "zod";
-
-const insightSourceSchema = z.enum(["web", "product", "ops", "business"]);
-
-const insightMetricSchema = z.object({
-	label: z
-		.string()
-		.describe("Short user-facing label (e.g. 'Visitors', 'Bounce rate')"),
-	current: z.number().describe("Value for current period"),
-	previous: z.number().optional().describe("Value for previous period"),
-	format: z
-		.enum(["number", "percent", "duration_ms", "duration_s"])
-		.default("number"),
-});
-
-export const insightSchema = z.object({
-	title: z
-		.string()
-		.describe(
-			"Brief plain-English headline under 80 chars for a founder/operator. Avoid raw metric jargon like INP, LCP, FCP, TTFB, CLS, p75 in titles; translate to outcomes such as 'Interactions got slower' or 'Pages feel slower'. Never paste opaque IDs or URL slugs. Use calm recurrence wording; avoid 'again'/'still' unless recurrence is the main finding."
-		),
-	description: z
-		.string()
-		.describe(
-			"1-2 sentences telling the story: what happened and what it means, written like a DM to a teammate. At most two numbers, and only when the number is the point; every other verified number belongs in the metrics array. No arrow deltas ('125→73'), no percent-in-parens spam, no metaphors or drama words. Under 300 characters. Use object names, not raw IDs."
-		),
-	suggestion: z
-		.string()
-		.describe(
-			"One specific action in plain English, naming the exact page, button, query, or tool, plus the suspected cause when known ('start with the query cache change that shipped right before the drop'). Under 300 characters. Do not expose raw internal IDs; put IDs only in action params."
-		),
-	metrics: z
-		.array(insightMetricSchema)
-		.min(1)
-		.max(5)
-		.describe(
-			"1-5 key data points backing this insight. Always include the primary metric the insight is about, then supporting metrics that add context. These are shown as structured data alongside the narrative description."
-		),
-	severity: z.enum(["critical", "warning", "info"]),
-	sentiment: z
-		.enum(["positive", "neutral", "negative"])
-		.describe(
-			"positive = improving metric, neutral = stable, negative = declining or broken"
-		),
-	priority: z
-		.number()
-		.min(1)
-		.max(10)
-		.describe(
-			"1-10 from actionability x business impact, NOT raw % magnitude. User-facing errors, conversion/session drops, or reliability issues outrank vanity traffic spikes. A 5% drop in a meaningful engagement metric can score higher than a 70% visitor increase with no conversion context. Reserve 8-10 for issues that hurt users or revenue signals in the data."
-		),
-	type: z.enum([
-		"error_spike",
-		"new_errors",
-		"vitals_degraded",
-		"custom_event_spike",
-		"traffic_drop",
-		"traffic_spike",
-		"bounce_rate_change",
-		"engagement_change",
-		"referrer_change",
-		"page_trend",
-		"positive_trend",
-		"performance",
-		"uptime_issue",
-		"conversion_leak",
-		"funnel_regression",
-		"channel_concentration",
-		"reliability_improved",
-		"persistent_error_hotspot",
-		"quality_shift",
-		"cross_property_dependency",
-		"performance_improved",
-		"deploy_correlation",
-		"segment_regression",
-		"error_impact",
-		"cross_signal",
-	]),
-	changePercent: z
-		.number()
-		.optional()
-		.describe(
-			"Signed week-over-week % for the primary metric in this insight: (current-previous)/previous*100. Positive when that metric rose, negative when it fell."
-		),
-	subjectKey: z
-		.string()
-		.min(1)
-		.describe(
-			"Stable identifier for the underlying signal, such as pricing_page, organic_search, signup_goal, checkout_revenue, or signup_errors. Reuse the same subjectKey for the same narrative so downstream dedupe can detect repeats."
-		),
-	sources: z
-		.array(insightSourceSchema)
-		.min(1)
-		.max(4)
-		.describe(
-			"Which evidence domains support this insight. Use only the domains actually used: web, product, ops, business."
-		),
-	confidence: z
-		.number()
-		.min(0)
-		.max(1)
-		.describe(
-			"Confidence from 0 to 1 based on how directly the data supports the conclusion. Higher when multiple signals align or the cause is explicit in the data."
-		),
-	impactSummary: z
-		.string()
-		.optional()
-		.describe(
-			"Optional single sentence on what this costs or blocks if ignored. Include only when it adds something the description does not already say; omit rather than write a generic line."
-		),
-	rootCause: z
-		.string()
-		.optional()
-		.describe(
-			"WHY it happened (the mechanism). Must add info beyond the description. Skip if unknown."
-		),
-	evidence: z
-		.array(
-			z.object({
-				type: z.enum(["segment", "error", "annotation", "temporal", "metric"]),
-				description: z.string(),
-			})
-		)
-		.max(5)
-		.optional()
-		.describe(
-			"Data points NOT already in description or rootCause. Each bullet must be a different fact."
-		),
-	investigationDepth: z
-		.enum(["surface", "investigated", "deep"])
-		.optional()
-		.describe("How deeply this signal was investigated"),
-	actions: z
-		.array(
-			z.object({
-				type: z.enum([
-					"fix_goal",
-					"create_funnel",
-					"add_custom_event",
-					"create_annotation",
-					"update_config",
-					"add_tracking",
-					"investigate_further",
-					"code_fix",
-				]),
-				label: z.string().describe("Button label (e.g. 'Fix goal target')"),
-				params: z
-					.record(z.string(), z.string())
-					.describe(
-						"Action-specific parameters. code_fix: {prompt, file_hint, error_message} — generates a cursor/claude-code-ready prompt."
-					),
-			})
-		)
-		.max(3)
-		.optional()
-		.describe(
-			"Machine-readable actions the user can take. fix_goal: {goalName, from, to}. create_funnel: {name, steps}. add_custom_event: {eventName, element, page}. create_annotation: {text, date}. add_tracking: {page, element, snippet}. investigate_further: {prompt}."
-		),
-});
-
-export type ParsedInsight = z.infer<typeof insightSchema>;
-export type InsightMetric = z.infer<typeof insightMetricSchema>;
-export type InsightAction = NonNullable<ParsedInsight["actions"]>[number];
diff --git a/packages/ai/src/ai/tools/digest-reschedule.test.ts b/packages/ai/src/ai/tools/digest-reschedule.test.ts
deleted file mode 100644
index aa446293f..000000000
--- a/packages/ai/src/ai/tools/digest-reschedule.test.ts
+++ /dev/null
@@ -1,141 +0,0 @@
-import { describe, expect, it } from "bun:test";
-import {
-	computeReschedulePatch,
-	computeRescheduleProposal,
-} from "./digest-reschedule";
-
-const baseExisting = {
-	cron: null as string | null,
-	frequency: "weekly" as const,
-	timezone: "UTC",
-};
-
-describe("computeReschedulePatch", () => {
-	it("returns an empty patch when nothing is supplied", () => {
-		expect(computeReschedulePatch({})).toEqual({});
-	});
-
-	it("forces frequency=custom when only cron is supplied", () => {
-		expect(computeReschedulePatch({ cron: "0 8 * * 5" })).toEqual({
-			cron: "0 8 * * 5",
-			frequency: "custom",
-		});
-	});
-
-	it("does not override an explicit frequency when cron is supplied", () => {
-		expect(
-			computeReschedulePatch({ cron: "0 8 * * 5", frequency: "weekly" })
-		).toEqual({
-			cron: "0 8 * * 5",
-			frequency: "weekly",
-		});
-	});
-
-	it("clears the cron when switching to a non-custom cadence without a new cron", () => {
-		expect(computeReschedulePatch({ frequency: "daily" })).toEqual({
-			cron: null,
-			frequency: "daily",
-		});
-	});
-
-	it("keeps cron untouched when switching to custom without a new cron", () => {
-		expect(computeReschedulePatch({ frequency: "custom" })).toEqual({
-			frequency: "custom",
-		});
-	});
-
-	it("passes timezone-only changes through without touching cron or frequency", () => {
-		expect(computeReschedulePatch({ timezone: "Europe/Berlin" })).toEqual({
-			timezone: "Europe/Berlin",
-		});
-	});
-
-	it("supports combined cron + timezone updates", () => {
-		expect(
-			computeReschedulePatch({
-				cron: "0 8 * * 5",
-				timezone: "Europe/Berlin",
-			})
-		).toEqual({
-			cron: "0 8 * * 5",
-			frequency: "custom",
-			timezone: "Europe/Berlin",
-		});
-	});
-});
-
-describe("computeRescheduleProposal", () => {
-	it("flags a cadence change when frequency differs", () => {
-		const proposal = computeRescheduleProposal(baseExisting, {
-			frequency: "daily",
-		});
-
-		expect(proposal.frequency).toBe("daily");
-		expect(proposal.cron).toBeNull();
-		expect(proposal.timezone).toBe("UTC");
-		expect(proposal.changes).toEqual(["cadence weekly -> daily"]);
-	});
-
-	it("auto-promotes frequency to custom when only cron is supplied", () => {
-		const proposal = computeRescheduleProposal(baseExisting, {
-			cron: "0 8 * * 5",
-		});
-
-		expect(proposal.frequency).toBe("custom");
-		expect(proposal.cron).toBe("0 8 * * 5");
-		expect(proposal.changes).toContain("cadence weekly -> custom");
-		expect(proposal.changes).toContain("cron none -> 0 8 * * 5");
-	});
-
-	it("renders a cron transition with prior value when one existed", () => {
-		const proposal = computeRescheduleProposal(
-			{ ...baseExisting, cron: "0 9 * * *", frequency: "custom" },
-			{ cron: "0 8 * * 5" }
-		);
-
-		expect(proposal.changes).toContain("cron 0 9 * * * -> 0 8 * * 5");
-	});
-
-	it("clears cron when switching to a non-custom cadence", () => {
-		const proposal = computeRescheduleProposal(
-			{ ...baseExisting, cron: "0 9 * * *", frequency: "custom" },
-			{ frequency: "daily" }
-		);
-
-		expect(proposal.cron).toBeNull();
-		expect(proposal.changes).toContain("cron 0 9 * * * -> none");
-	});
-
-	it("reports timezone-only changes without touching cron/cadence", () => {
-		const proposal = computeRescheduleProposal(baseExisting, {
-			timezone: "Europe/Berlin",
-		});
-
-		expect(proposal.timezone).toBe("Europe/Berlin");
-		expect(proposal.frequency).toBe("weekly");
-		expect(proposal.cron).toBeNull();
-		expect(proposal.changes).toEqual(["timezone UTC -> Europe/Berlin"]);
-	});
-
-	it("emits an empty change list when nothing actually moves", () => {
-		const proposal = computeRescheduleProposal(baseExisting, {
-			frequency: "weekly",
-			timezone: "UTC",
-		});
-
-		expect(proposal.changes).toEqual([]);
-	});
-
-	it("combines cadence + cron + timezone changes in deterministic order", () => {
-		const proposal = computeRescheduleProposal(baseExisting, {
-			cron: "0 8 * * 5",
-			timezone: "Europe/Berlin",
-		});
-
-		expect(proposal.changes).toEqual([
-			"cadence weekly -> custom",
-			"cron none -> 0 8 * * 5",
-			"timezone UTC -> Europe/Berlin",
-		]);
-	});
-});
diff --git a/packages/ai/src/ai/tools/digest-reschedule.ts b/packages/ai/src/ai/tools/digest-reschedule.ts
deleted file mode 100644
index bd141f072..000000000
--- a/packages/ai/src/ai/tools/digest-reschedule.ts
+++ /dev/null
@@ -1,89 +0,0 @@
-import type { DigestConfigSummary, DigestFrequency } from "./digest-summary";
-
-export interface RescheduleInput {
-	cron?: string;
-	frequency?: DigestFrequency;
-	timezone?: string;
-}
-
-export interface ReschedulePatch {
-	cron?: string | null;
-	frequency?: DigestFrequency;
-	timezone?: string;
-}
-
-export interface RescheduleProposal {
-	changes: string[];
-	cron: string | null;
-	frequency: DigestFrequency;
-	timezone: string;
-}
-
-export function computeReschedulePatch(
-	input: RescheduleInput
-): ReschedulePatch {
-	const { cron, timezone, frequency } = input;
-	const patch: ReschedulePatch = {};
-
-	if (cron !== undefined) {
-		patch.cron = cron;
-		if (frequency === undefined) {
-			patch.frequency = "custom";
-		}
-	}
-	if (timezone !== undefined) {
-		patch.timezone = timezone;
-	}
-	if (frequency !== undefined) {
-		patch.frequency = frequency;
-		if (frequency !== "custom" && cron === undefined) {
-			patch.cron = null;
-		}
-	}
-
-	return patch;
-}
-
-export function computeRescheduleProposal(
-	existing: Pick<DigestConfigSummary, "cron" | "frequency" | "timezone">,
-	input: RescheduleInput
-): RescheduleProposal {
-	const proposedFrequency: DigestFrequency =
-		input.frequency ??
-		(input.cron === undefined ? existing.frequency : "custom");
-
-	let proposedCron: string | null;
-	if (
-		input.frequency !== undefined &&
-		input.frequency !== "custom" &&
-		input.cron === undefined
-	) {
-		proposedCron = null;
-	} else if (input.cron === undefined) {
-		proposedCron = existing.cron;
-	} else {
-		proposedCron = input.cron;
-	}
-
-	const proposedTimezone = input.timezone ?? existing.timezone;
-
-	const changes: string[] = [];
-	if (proposedFrequency !== existing.frequency) {
-		changes.push(`cadence ${existing.frequency} -> ${proposedFrequency}`);
-	}
-	if (proposedCron !== existing.cron) {
-		changes.push(
-			`cron ${existing.cron ?? "none"} -> ${proposedCron ?? "none"}`
-		);
-	}
-	if (proposedTimezone !== existing.timezone) {
-		changes.push(`timezone ${existing.timezone} -> ${proposedTimezone}`);
-	}
-
-	return {
-		changes,
-		cron: proposedCron,
-		frequency: proposedFrequency,
-		timezone: proposedTimezone,
-	};
-}
diff --git a/packages/ai/src/ai/tools/digest-summary.test.ts b/packages/ai/src/ai/tools/digest-summary.test.ts
index a4cf36a75..2bde97c90 100644
--- a/packages/ai/src/ai/tools/digest-summary.test.ts
+++ b/packages/ai/src/ai/tools/digest-summary.test.ts
@@ -7,11 +7,10 @@ describe("summarizeDigestConfig", () => {
 
 		expect(summary).toEqual({
 			channels: [],
-			cron: null,
-			enabled: true,
+			enabled: false,
 			frequency: "weekly",
 			nextRunAt: null,
-			scope: "default",
+			source: "default",
 			timezone: "UTC",
 		});
 	});
@@ -35,26 +34,23 @@ describe("summarizeDigestConfig", () => {
 		expect(summary.frequency).toBe("weekly");
 	});
 
-	it("accepts valid frequency values verbatim", () => {
-		for (const freq of ["hourly", "daily", "weekly", "custom"] as const) {
+	it("accepts daily and weekly frequencies verbatim", () => {
+		for (const freq of ["daily", "weekly"] as const) {
 			expect(summarizeDigestConfig({ frequency: freq }).frequency).toBe(freq);
 		}
 	});
 
-	it("normalizes cron and timezone to canonical types", () => {
+	it("normalizes timezone to a canonical type", () => {
 		const summary = summarizeDigestConfig({
-			cron: "0 8 * * 5",
 			timezone: "Europe/Berlin",
 		});
 
-		expect(summary.cron).toBe("0 8 * * 5");
 		expect(summary.timezone).toBe("Europe/Berlin");
 	});
 
-	it("treats empty-string cron and timezone as absent", () => {
-		const summary = summarizeDigestConfig({ cron: "", timezone: "" });
+	it("treats an empty timezone as absent", () => {
+		const summary = summarizeDigestConfig({ timezone: "" });
 
-		expect(summary.cron).toBeNull();
 		expect(summary.timezone).toBe("UTC");
 	});
 
@@ -66,13 +62,17 @@ describe("summarizeDigestConfig", () => {
 		expect(summary.nextRunAt).toBe("2026-06-12T06:00:00.000Z");
 	});
 
-	it("respects enabled=false but accepts unset as enabled=true", () => {
+	it("enables only an explicit true value", () => {
 		expect(summarizeDigestConfig({ enabled: false }).enabled).toBe(false);
-		expect(summarizeDigestConfig({}).enabled).toBe(true);
+		expect(summarizeDigestConfig({ enabled: true }).enabled).toBe(true);
+		expect(summarizeDigestConfig({}).enabled).toBe(false);
 	});
 
-	it("derives scope from source when present", () => {
-		expect(summarizeDigestConfig({ source: "website" }).scope).toBe("website");
-		expect(summarizeDigestConfig({}).scope).toBe("default");
+	it("only accepts organization as a persisted source", () => {
+		expect(summarizeDigestConfig({ source: "organization" }).source).toBe(
+			"organization"
+		);
+		expect(summarizeDigestConfig({ source: "website" }).source).toBe("default");
+		expect(summarizeDigestConfig({}).source).toBe("default");
 	});
 });
diff --git a/packages/ai/src/ai/tools/digest-summary.ts b/packages/ai/src/ai/tools/digest-summary.ts
index a989d4bb5..0352d8158 100644
--- a/packages/ai/src/ai/tools/digest-summary.ts
+++ b/packages/ai/src/ai/tools/digest-summary.ts
@@ -1,29 +1,15 @@
-export type DigestFrequency = "hourly" | "daily" | "weekly" | "custom";
-
-const FREQUENCY_VALUES: ReadonlySet<DigestFrequency> = new Set([
-	"hourly",
-	"daily",
-	"weekly",
-	"custom",
-]);
+export type DigestFrequency = "daily" | "weekly";
 
 function asDigestFrequency(value: unknown): DigestFrequency {
-	if (
-		typeof value === "string" &&
-		FREQUENCY_VALUES.has(value as DigestFrequency)
-	) {
-		return value as DigestFrequency;
-	}
-	return "weekly";
+	return value === "daily" ? "daily" : "weekly";
 }
 
 export interface DigestConfigSummary {
 	channels: string[];
-	cron: string | null;
 	enabled: boolean;
 	frequency: DigestFrequency;
 	nextRunAt: string | null;
-	scope: string;
+	source: "default" | "organization";
 	timezone: string;
 }
 
@@ -38,24 +24,19 @@ export function summarizeDigestConfig(config: unknown): DigestConfigSummary {
 	const deliveries = Array.isArray(record.deliveries) ? record.deliveries : [];
 	const channels = deliveries
 		.map((delivery) => asRecord(delivery))
-		.filter(
-			(delivery) =>
-				delivery.type === "slack" && typeof delivery.channelId === "string"
-		)
-		.map((delivery) => delivery.channelId as string);
+		.flatMap((delivery) =>
+			delivery.type === "slack" && typeof delivery.channelId === "string"
+				? [delivery.channelId]
+				: []
+		);
 	const nextRunAt = record.nextRunAt;
-	const cron =
-		typeof record.cron === "string" && record.cron.length > 0
-			? record.cron
-			: null;
 	const timezone =
 		typeof record.timezone === "string" && record.timezone.length > 0
 			? record.timezone
 			: "UTC";
 	return {
 		channels,
-		cron,
-		enabled: record.enabled !== false,
+		enabled: record.enabled === true,
 		frequency: asDigestFrequency(record.frequency),
 		nextRunAt:
 			nextRunAt instanceof Date
@@ -63,7 +44,7 @@ export function summarizeDigestConfig(config: unknown): DigestConfigSummary {
 				: typeof nextRunAt === "string"
 					? nextRunAt
 					: null,
-		scope: typeof record.source === "string" ? record.source : "default",
+		source: record.source === "organization" ? "organization" : "default",
 		timezone,
 	};
 }
diff --git a/packages/ai/src/ai/tools/insight-digest.test.ts b/packages/ai/src/ai/tools/insight-digest.test.ts
new file mode 100644
index 000000000..7430fbb38
--- /dev/null
+++ b/packages/ai/src/ai/tools/insight-digest.test.ts
@@ -0,0 +1,60 @@
+import { describe, expect, it } from "bun:test";
+import { z } from "zod";
+import { createInsightDigestTools } from "./insight-digest";
+
+const schema = createInsightDigestTools().manage_insight_digest.inputSchema;
+
+describe("manage_insight_digest input", () => {
+	it("exposes one organization schedule with no website or cron scope", () => {
+		const json = z.toJSONSchema(schema, { io: "input" });
+
+		expect(json).not.toHaveProperty("properties.websiteId");
+		expect(json).not.toHaveProperty("properties.cron");
+		expect(schema.safeParse({ action: "status" }).success).toBe(true);
+		expect(
+			schema.safeParse({ action: "preview", confirmed: false }).success
+		).toBe(false);
+	});
+
+	it("accepts only Off, Daily, and Weekly schedules", () => {
+		for (const frequency of ["off", "daily", "weekly"] as const) {
+			expect(
+				schema.safeParse({
+					action: "reschedule",
+					confirmed: false,
+					frequency,
+				}).success
+			).toBe(true);
+		}
+
+		for (const frequency of ["hourly", "custom"]) {
+			expect(
+				schema.safeParse({
+					action: "reschedule",
+					confirmed: false,
+					frequency,
+				}).success
+			).toBe(false);
+		}
+	});
+
+	it("accepts Slack channels but rejects direct messages", () => {
+		for (const channelId of ["C012345678", "G012345678"]) {
+			expect(
+				schema.safeParse({
+					action: "route",
+					channelId,
+					confirmed: false,
+				}).success
+			).toBe(true);
+		}
+
+		expect(
+			schema.safeParse({
+				action: "route",
+				channelId: "D012345678",
+				confirmed: false,
+			}).success
+		).toBe(false);
+	});
+});
diff --git a/packages/ai/src/ai/tools/insight-digest.ts b/packages/ai/src/ai/tools/insight-digest.ts
index e21920a8e..8da3a6e32 100644
--- a/packages/ai/src/ai/tools/insight-digest.ts
+++ b/packages/ai/src/ai/tools/insight-digest.ts
@@ -1,15 +1,7 @@
-import {
-	getNextInsightRunAt,
-	isValidCron,
-	isValidTimezone,
-} from "@databuddy/rpc";
+import { getNextInsightRunAt, isValidTimezone } from "@databuddy/rpc";
 import { tool } from "ai";
 import { z } from "zod";
 import type { AppContext } from "../config/context";
-import {
-	computeReschedulePatch,
-	computeRescheduleProposal,
-} from "./digest-reschedule";
 import {
 	type DigestConfigSummary,
 	summarizeDigestConfig,
@@ -18,39 +10,35 @@ import { callRPCProcedure, createToolLogger, getAppContext } from "./utils";
 
 const logger = createToolLogger("Insight Digest Tools");
 
-const SLACK_CHANNEL_ID_RE = /^[CGD][A-Z0-9]{8,}$/i;
+const SLACK_CHANNEL_ID_RE = /^[CG][A-Z0-9]{8,}$/;
 
 const CONFIRM_INSTRUCTION =
 	"Wait for the user to explicitly confirm before calling this tool again with confirmed=true.";
 
-const digestFrequencySchema = z.enum(["hourly", "daily", "weekly", "custom"]);
+const digestScheduleSchema = z.enum(["off", "daily", "weekly"]);
 
 const manageDigestInputSchema = z.object({
 	action: z
-		.enum(["status", "preview", "route", "unroute", "reschedule", "test"])
+		.enum(["status", "route", "unroute", "reschedule", "test"])
 		.describe(
-			"status: read current routing and schedule (safe, no confirmation). preview: show the most recent past digest run for this scope (no mutation). route: start posting digests to a Slack channel. unroute: stop posting to a Slack channel. reschedule: change when the digest runs (cron expression, timezone, or cadence). test: trigger a one-off end-to-end run right now — investigates, generates insights, and posts the digest to whichever Slack channels are currently configured. Bypasses cooldown. Costs LLM tokens and DOES post to Slack."
+			"status: read the organization's analysis schedule and Slack destinations. route: send findings to a Slack channel. unroute: stop sending findings to a Slack channel. reschedule: set automatic analysis to Off, Daily, or Weekly, or change its timezone. test: run one analysis now for the selected website, or every website when none is selected. It uses the organization's Databunny allowance, saves findings, and sends them to configured Slack channels."
 		),
 	channelId: z
 		.string()
 		.min(1)
 		.max(120)
+		.regex(
+			SLACK_CHANNEL_ID_RE,
+			"Slack channels must start with C or G; direct messages are not supported."
+		)
 		.optional()
 		.describe(
-			"Slack channel ID like 'C082WC4PPGS'. Required for route and unroute. For the current channel use slack_channel_id from context. Not a channel name (do not pass '#general')."
-		),
-	frequency: digestFrequencySchema
-		.optional()
-		.describe(
-			"Cadence for a new route (hourly, daily, weekly) or reschedule (also accepts custom, which requires cron). Ignored for status, preview, unroute."
+			"Slack public/private channel ID starting with C or G, like 'C082WC4PPGS'. Required for route and unroute. Direct messages (D...) are not supported. For the current channel use slack_channel_id from context. Not a channel name (do not pass '#general')."
 		),
-	cron: z
-		.string()
-		.min(1)
-		.max(120)
+	frequency: digestScheduleSchema
 		.optional()
 		.describe(
-			"Five-field cron expression evaluated in the config timezone: 'minute hour day-of-month month day-of-week'. Example: '0 8 * * 5' for every Friday at 08:00 local time. Used by reschedule. When cron is provided, frequency is set to 'custom' automatically. Ignored for all other actions."
+			"Organization schedule for reschedule: off, daily, or weekly. Route accepts daily or weekly. Ignored for status, unroute, and test."
 		),
 	timezone: z
 		.string()
@@ -58,46 +46,29 @@ const manageDigestInputSchema = z.object({
 		.max(80)
 		.optional()
 		.describe(
-			"IANA timezone name like 'Europe/Berlin', 'America/New_York', or 'UTC'. Anchors weekly/daily/cron schedules. Used by reschedule only. Ignored for all other actions."
+			"IANA timezone name like 'Europe/Berlin', 'America/New_York', or 'UTC'. Anchors daily and weekly schedules. Used by reschedule only."
 		),
-	websiteId: z
-		.string()
-		.optional()
-		.describe("Scope to one website. Omit to apply to the whole organization."),
 	confirmed: z
 		.boolean()
+		.default(false)
 		.describe(
-			"Required for route, unroute, reschedule, and test. The user's INITIAL message asking for the change is NOT confirmation — it is the request. Always call with confirmed=false first (the tool returns a preview block describing the proposed change), then wait for the user to reply in a separate message before calling again with confirmed=true. Even confident phrasings like 'drop a weekly digest here', 'kill the digest', or 'change it to Friday 8am' must still start with confirmed=false. Ignored for status and preview."
+			"Set true only after the user confirms a route, unroute, reschedule, or one-off analysis in a separate message. The initial request is not confirmation. Ignored for status."
 		),
 });
 
 type DigestAction = z.infer<typeof manageDigestInputSchema>["action"];
 type DigestInput = z.infer<typeof manageDigestInputSchema>;
 
-interface ScopeInput {
-	organizationId: string;
-	websiteId?: string;
-}
-
 interface ActionContext {
 	context: AppContext;
-	scope: string;
-	scopeInput: ScopeInput;
-	websiteId: string | undefined;
+	organizationId: string;
+	selectedWebsiteId?: string;
 }
 
 function fail<C extends string>(code: C, message: string) {
 	return { success: false, code, message } as const;
 }
 
-function scopeKind(websiteId: string | undefined): "organization" | "website" {
-	return websiteId ? "website" : "organization";
-}
-
-function scopeLabel(websiteId: string | undefined): string {
-	return websiteId ? "this website" : "this organization";
-}
-
 function channelMention(channelId: string): string {
 	return `<#${channelId}>`;
 }
@@ -106,182 +77,98 @@ function describeChannels(channels: string[]): string {
 	if (channels.length === 0) {
 		return "no Slack channels";
 	}
-	if (channels.length === 1) {
-		return channelMention(channels[0] as string);
+	const [only] = channels;
+	if (channels.length === 1 && only) {
+		return channelMention(only);
 	}
 	return `${channels.length} Slack channels (${channels.map(channelMention).join(", ")})`;
 }
 
-function validateChannelId(
+function validatedChannelId(
 	channelId: string | undefined,
 	action: DigestAction
 ) {
 	if (!channelId) {
 		return fail(
 			"MISSING_CHANNEL_ID",
-			`channelId is required to ${action} a digest. Provide a Slack channel ID like C082WC4PPGS, or use slack_channel_id from context for the current channel.`
+			`channelId is required to ${action} Slack delivery. Provide a Slack channel ID like C082WC4PPGS, or use slack_channel_id from context for the current channel.`
 		);
 	}
 	if (!SLACK_CHANNEL_ID_RE.test(channelId)) {
 		return fail(
 			"INVALID_CHANNEL_ID",
-			`"${channelId}" doesn't look like a Slack channel ID. Channel IDs start with C, G, or D followed by uppercase letters and digits (for example C082WC4PPGS). For the current channel use slack_channel_id from context. Refusing to ${action}.`
+			`"${channelId}" isn't a supported Slack channel. Channel IDs start with C or G (for example C082WC4PPGS); direct messages are not supported. For the current channel use slack_channel_id from context. Refusing to ${action}.`
 		);
 	}
-	return null;
+	return channelId;
 }
 
 function rpcFailure(action: DigestAction, error: unknown) {
 	const message =
 		error instanceof Error
 			? error.message
-			: `Failed to ${action} insight digest.`;
+			: `Failed to ${action} automatic analysis.`;
 	return fail("RPC_FAILED", message);
 }
 
 async function readDigestSummary(
 	context: AppContext,
-	scopeInput: ScopeInput
+	organizationId: string
 ): Promise<DigestConfigSummary> {
 	const config = await callRPCProcedure(
 		"insightGeneration",
 		"getConfig",
-		scopeInput,
+		{ organizationId },
 		context
 	);
 	return summarizeDigestConfig(config);
 }
 
-interface RawRun {
-	createdAt?: string | Date | null;
-	id?: string;
-	status?: string;
-	summary?: string | null;
-	websiteId?: string | null;
-}
-
-interface RawRunItem {
-	body?: string | null;
-	severity?: string | null;
-	title?: string | null;
-}
-
-function asString(value: unknown): string | null {
-	return typeof value === "string" && value.length > 0 ? value : null;
-}
-
-function asIsoDate(value: unknown): string | null {
-	if (value instanceof Date) {
-		return value.toISOString();
-	}
-	return asString(value);
-}
-
-async function handleStatus({
-	context,
-	scope,
-	scopeInput,
-	websiteId,
-}: ActionContext) {
+async function handleStatus({ context, organizationId }: ActionContext) {
 	try {
-		const summary = await readDigestSummary(context, scopeInput);
+		const summary = await readDigestSummary(context, organizationId);
 		const channels = summary.channels.map(channelMention);
-		const scheduleSuffix = `(timezone ${summary.timezone}${summary.cron ? `, cron \`${summary.cron}\`` : ""})`;
-		const message =
-			summary.channels.length > 0
-				? `${scope} sends digests to ${describeChannels(summary.channels)} on a ${summary.frequency} cadence ${scheduleSuffix}.`
-				: `No Slack digest delivery is configured for ${scope}. Investigations still run on a ${summary.frequency} cadence at the ${summary.scope} level ${scheduleSuffix}.`;
+		const schedule = summary.enabled ? summary.frequency : "off";
+		const scheduleLabel =
+			schedule === "off" ? "Off" : schedule === "daily" ? "Daily" : "Weekly";
+		let message = "Automatic analysis: Off.";
+		if (summary.enabled && summary.channels.length > 0) {
+			message = `Automatic analysis: ${scheduleLabel} (${summary.timezone}). Findings go to ${describeChannels(summary.channels)}.`;
+		} else if (summary.enabled) {
+			message = `Automatic analysis: ${scheduleLabel} (${summary.timezone}). Slack delivery: None.`;
+		}
 
 		return {
 			success: true,
 			action: "status" as const,
 			current: {
-				scope: scopeKind(websiteId),
-				scopeLabel: scope,
-				cadence: summary.frequency,
+				scope: "organization" as const,
+				schedule,
 				channels,
 				channelIds: summary.channels,
-				source: summary.scope,
-				cron: summary.cron,
+				source: summary.source,
 				timezone: summary.timezone,
 				nextRunAt: summary.nextRunAt,
 			},
 			message,
 		};
 	} catch (error) {
-		logger.error("Failed to read insight digest config", { websiteId, error });
+		logger.error("Failed to read automatic analysis config", {
+			organizationId,
+			error,
+		});
 		return rpcFailure("status", error);
 	}
 }
 
-async function handlePreview({ context, scope, websiteId }: ActionContext) {
-	try {
-		const listResult = (await callRPCProcedure(
-			"insightGeneration",
-			"listRuns",
-			{ limit: 1, organizationId: context.organizationId },
-			context
-		)) as { runs?: RawRun[] };
-
-		const latest = listResult.runs?.[0];
-		if (!latest?.id) {
-			return {
-				success: true,
-				action: "preview" as const,
-				preview: { runs: 0 },
-				message: `No past digest runs to preview for ${scope} yet. Once the first digest runs you can call action=preview to see it.`,
-			};
-		}
-
-		const runDetail = (await callRPCProcedure(
-			"insightGeneration",
-			"getRun",
-			{ runId: latest.id },
-			context
-		)) as { items?: RawRunItem[]; run?: RawRun };
-
-		const items = (runDetail.items ?? []).map((item) => ({
-			title: asString(item.title) ?? "Untitled insight",
-			body: asString(item.body),
-			severity: asString(item.severity),
-		}));
-
-		return {
-			success: true,
-			action: "preview" as const,
-			preview: {
-				runId: latest.id,
-				runAt: asIsoDate(latest.createdAt),
-				status: asString(latest.status),
-				summary: asString(latest.summary),
-				items,
-				runs: 1,
-			},
-			message:
-				items.length > 0
-					? `Most recent digest for ${scope} had ${items.length} insight${items.length === 1 ? "" : "s"}.`
-					: `Most recent digest for ${scope} produced no insights.`,
-		};
-	} catch (error) {
-		logger.error("Failed to preview insight digest", { websiteId, error });
-		return rpcFailure("preview", error);
-	}
-}
-
 async function handleReschedule(
-	{ context, scope, scopeInput, websiteId }: ActionContext,
-	{ cron, frequency, timezone, confirmed }: DigestInput
+	{ context, organizationId }: ActionContext,
+	{ frequency, timezone, confirmed }: DigestInput
 ) {
-	if (cron === undefined && timezone === undefined && frequency === undefined) {
+	if (timezone === undefined && frequency === undefined) {
 		return fail(
 			"RESCHEDULE_NOOP",
-			"reschedule needs at least one of cron, timezone, or frequency. Pass the field(s) you want to change."
-		);
-	}
-	if (cron !== undefined && !isValidCron(cron)) {
-		return fail(
-			"INVALID_CRON",
-			`"${cron}" is not a valid five-field cron expression. Expected 'minute hour day-of-month month day-of-week' with numbers, comma lists, '*', or '*/N' steps in each field, e.g. '0 8 * * 5' for every Friday at 08:00.`
+			"reschedule needs frequency (off, daily, or weekly) or timezone."
 		);
 	}
 	if (timezone !== undefined && !isValidTimezone(timezone)) {
@@ -293,41 +180,44 @@ async function handleReschedule(
 
 	let existing: DigestConfigSummary;
 	try {
-		existing = await readDigestSummary(context, scopeInput);
+		existing = await readDigestSummary(context, organizationId);
 	} catch (error) {
 		logger.error("Failed to read digest config for reschedule", {
-			websiteId,
+			organizationId,
 			error,
 		});
 		return rpcFailure("reschedule", error);
 	}
 
-	if (frequency === "custom" && cron === undefined && !existing.cron) {
-		return fail(
-			"CRON_REQUIRED",
-			"Setting frequency=custom requires a cron expression. Pass cron alongside frequency, or leave the existing cron in place."
-		);
+	const previousSchedule = existing.enabled ? existing.frequency : "off";
+	const proposedEnabled =
+		frequency === undefined ? existing.enabled : frequency !== "off";
+	const proposedFrequency =
+		frequency === "daily" || frequency === "weekly"
+			? frequency
+			: existing.frequency;
+	const proposedTimezone = timezone ?? existing.timezone;
+	const proposedSchedule = proposedEnabled ? proposedFrequency : "off";
+	const changes: string[] = [];
+	if (proposedSchedule !== previousSchedule) {
+		changes.push(`schedule ${previousSchedule} -> ${proposedSchedule}`);
 	}
-
-	const proposal = computeRescheduleProposal(existing, {
-		cron,
-		frequency,
-		timezone,
-	});
-	if (proposal.changes.length === 0) {
+	if (proposedTimezone !== existing.timezone) {
+		changes.push(`timezone ${existing.timezone} -> ${proposedTimezone}`);
+	}
+	if (changes.length === 0) {
 		return fail(
 			"RESCHEDULE_NOOP",
-			`Nothing to change — the proposed schedule for ${scope} matches the current one.`
+			"Nothing to change — the proposed organization schedule matches the current one."
 		);
 	}
 
 	const proposedNextRunAt =
 		getNextInsightRunAt(
 			{
-				cron: proposal.cron,
-				enabled: true,
-				frequency: proposal.frequency,
-				timezone: proposal.timezone,
+				enabled: proposedEnabled,
+				frequency: proposedFrequency,
+				timezone: proposedTimezone,
 			},
 			new Date()
 		)?.toISOString() ?? null;
@@ -338,18 +228,15 @@ async function handleReschedule(
 			confirmationRequired: true,
 			proposed: {
 				action: "reschedule" as const,
-				scope: scopeKind(websiteId),
-				scopeLabel: scope,
-				cadence: proposal.frequency,
-				cadenceWas: existing.frequency,
-				cron: proposal.cron,
-				cronWas: existing.cron,
-				timezone: proposal.timezone,
+				scope: "organization" as const,
+				schedule: proposedSchedule,
+				scheduleWas: previousSchedule,
+				timezone: proposedTimezone,
 				timezoneWas: existing.timezone,
 				nextRunAt: proposedNextRunAt,
 				nextRunAtWas: existing.nextRunAt,
 			},
-			message: `Reschedule digest for ${scope}: ${proposal.changes.join(", ")}. ${proposedNextRunAt ? `Next run would be ${proposedNextRunAt}.` : "Next run cannot be computed for the proposed schedule — double-check cron/frequency."} Reply to confirm.`,
+			message: `Change automatic analysis: ${changes.join(", ")}. ${proposedNextRunAt ? `Next run would be ${proposedNextRunAt}.` : "No next run while automatic analysis is off."} Reply to confirm.`,
 			instruction: CONFIRM_INSTRUCTION,
 		};
 	}
@@ -359,8 +246,14 @@ async function handleReschedule(
 			"insightGeneration",
 			"upsertConfig",
 			{
-				...scopeInput,
-				...computeReschedulePatch({ cron, frequency, timezone }),
+				organizationId,
+				...(frequency === undefined
+					? {}
+					: {
+							enabled: frequency !== "off",
+							...(frequency === "off" ? {} : { frequency }),
+						}),
+				...(timezone === undefined ? {} : { timezone }),
 			},
 			context
 		);
@@ -369,25 +262,19 @@ async function handleReschedule(
 			success: true,
 			action: "reschedule" as const,
 			applied: {
-				scope: scopeKind(websiteId),
-				scopeLabel: scope,
-				cadence: summary.frequency,
-				cadenceWas: existing.frequency,
-				cadenceChanged: existing.frequency !== summary.frequency,
-				cron: summary.cron,
-				cronWas: existing.cron,
-				cronChanged: existing.cron !== summary.cron,
+				scope: "organization" as const,
+				schedule: summary.enabled ? summary.frequency : "off",
+				scheduleWas: previousSchedule,
 				timezone: summary.timezone,
 				timezoneWas: existing.timezone,
 				timezoneChanged: existing.timezone !== summary.timezone,
 				nextRunAt: summary.nextRunAt,
 			},
-			message: `Rescheduled digest for ${scope}. Next run: ${summary.nextRunAt ?? "not scheduled"}.`,
+			message: `Automatic analysis updated. Next run: ${summary.nextRunAt ?? "not scheduled"}.`,
 		};
 	} catch (error) {
 		logger.error("Failed to reschedule insight digest", {
-			websiteId,
-			cron,
+			organizationId,
 			timezone,
 			frequency,
 			error,
@@ -397,15 +284,16 @@ async function handleReschedule(
 }
 
 async function handleTest(
-	{ context, scope, scopeInput, websiteId }: ActionContext,
+	{ context, organizationId, selectedWebsiteId }: ActionContext,
 	{ confirmed }: DigestInput
 ) {
 	let existing: DigestConfigSummary;
 	try {
-		existing = await readDigestSummary(context, scopeInput);
+		existing = await readDigestSummary(context, organizationId);
 	} catch (error) {
 		logger.error("Failed to read digest config for test run", {
-			websiteId,
+			organizationId,
+			selectedWebsiteId,
 			error,
 		});
 		return rpcFailure("test", error);
@@ -414,8 +302,8 @@ async function handleTest(
 	const channels = existing.channels.map(channelMention);
 	const deliveryDescription =
 		channels.length > 0
-			? `post to ${describeChannels(existing.channels)}`
-			: "store insights without posting (no Slack channels are routed)";
+			? `send findings to ${describeChannels(existing.channels)}`
+			: "save findings on the Findings page without Slack delivery";
 
 	if (!confirmed) {
 		return {
@@ -423,14 +311,13 @@ async function handleTest(
 			confirmationRequired: true,
 			proposed: {
 				action: "test" as const,
-				scope: scopeKind(websiteId),
-				scopeLabel: scope,
-				websiteId: websiteId ?? null,
+				scope: "organization" as const,
+				targetWebsiteId: selectedWebsiteId ?? null,
 				channels,
 				channelIds: existing.channels,
-				cadence: existing.frequency,
+				schedule: existing.enabled ? existing.frequency : "off",
 			},
-			message: `Trigger a one-off test digest run for ${scope}. The pipeline will run the full investigation and ${deliveryDescription}. This costs LLM tokens and bypasses cooldown. Reply to confirm.`,
+			message: `Run analysis now for ${selectedWebsiteId ? "the selected website" : "every website in this organization"}? This uses the organization's Databunny allowance and will ${deliveryDescription}. Reply to confirm.`,
 			instruction: CONFIRM_INSTRUCTION,
 		};
 	}
@@ -440,10 +327,8 @@ async function handleTest(
 			"insightGeneration",
 			"triggerRun",
 			{
-				force: true,
-				organizationId: context.organizationId,
-				reason: "manual" as const,
-				websiteIds: websiteId ? [websiteId] : undefined,
+				organizationId,
+				websiteIds: selectedWebsiteId ? [selectedWebsiteId] : undefined,
 			},
 			context
 		)) as {
@@ -454,24 +339,23 @@ async function handleTest(
 		};
 
 		const message = result.reusedRun
-			? `A digest run is already in flight for this organization (runId ${result.runId ?? "unknown"}). No new run was queued; that one will ${deliveryDescription} when it finishes. Use action=preview after it completes.`
+			? `Analysis is already running for this organization (runId ${result.runId ?? "unknown"}). No new run was queued; it will ${deliveryDescription} when it finishes.`
 			: result.status === "skipped"
-				? `Test run produced no queueable websites — nothing to investigate for ${scope}.`
-				: `Queued test digest run ${result.runId ?? "(no id)"} with ${result.queuedItems} website${result.queuedItems === 1 ? "" : "s"} in flight. The pipeline will ${deliveryDescription} when it finishes. Use action=preview to inspect the results once the run completes.`;
+				? "No websites were available for analysis."
+				: `Queued analysis ${result.runId ?? "(no id)"} for ${result.queuedItems} website${result.queuedItems === 1 ? "" : "s"}. It will ${deliveryDescription} when it finishes.`;
 
 		return {
 			success: true,
 			action: "test" as const,
 			applied: {
-				scope: scopeKind(websiteId),
-				scopeLabel: scope,
-				websiteId: websiteId ?? null,
+				scope: "organization" as const,
+				targetWebsiteId: selectedWebsiteId ?? null,
 				runId: result.runId ?? null,
 				queuedItems: result.queuedItems,
 				runStatus: result.status,
 				reusedRun: result.reusedRun ?? false,
-				targetScope: websiteId
-					? `1 website (${websiteId})`
+				targetScope: selectedWebsiteId
+					? `1 website (${selectedWebsiteId})`
 					: "all websites in this organization",
 				channels,
 				channelIds: existing.channels,
@@ -480,7 +364,8 @@ async function handleTest(
 		};
 	} catch (error) {
 		logger.error("Failed to trigger test insight digest run", {
-			websiteId,
+			organizationId,
+			selectedWebsiteId,
 			error,
 		});
 		return rpcFailure("test", error);
@@ -488,49 +373,50 @@ async function handleTest(
 }
 
 async function handleRoute(
-	{ context, scope, scopeInput, websiteId }: ActionContext,
+	{ context, organizationId }: ActionContext,
 	{ channelId, frequency, confirmed }: DigestInput
 ) {
-	if (frequency === "custom") {
+	if (frequency === "off") {
 		return fail(
 			"INVALID_FREQUENCY_FOR_ROUTE",
-			"frequency=custom is only valid for action=reschedule. For route, pick hourly, daily, or weekly; switch to a custom cron via action=reschedule afterwards."
+			"Slack delivery requires daily or weekly analysis. Use reschedule with frequency=off to turn automatic analysis off."
 		);
 	}
-	const channelError = validateChannelId(channelId, "route");
-	if (channelError) {
-		return channelError;
+	const id = validatedChannelId(channelId, "route");
+	if (typeof id !== "string") {
+		return id;
 	}
-	const id = channelId as string;
 
-	let cadenceWas: string | null = null;
+	let existing: DigestConfigSummary;
 	try {
-		cadenceWas = (await readDigestSummary(context, scopeInput)).frequency;
+		existing = await readDigestSummary(context, organizationId);
 	} catch (error) {
-		logger.error("Failed to read digest config for cadence diff", {
-			websiteId,
+		logger.error("Failed to read digest config before routing", {
+			organizationId,
 			error,
 		});
+		return rpcFailure("route", error);
 	}
+	const scheduleWas = existing.enabled ? existing.frequency : "off";
+	const schedule = frequency ?? existing.frequency;
 
 	if (!confirmed) {
-		const cadenceLine =
-			frequency && cadenceWas && cadenceWas !== frequency
-				? ` Cadence change: ${cadenceWas} -> ${frequency}.`
-				: "";
+		const scheduleLine =
+			scheduleWas === schedule
+				? ""
+				: ` Schedule change: ${scheduleWas === "off" ? "Off" : scheduleWas === "daily" ? "Daily" : "Weekly"} -> ${schedule === "daily" ? "Daily" : "Weekly"}.`;
 		return {
 			preview: true,
 			confirmationRequired: true,
 			proposed: {
 				action: "route" as const,
-				scope: scopeKind(websiteId),
-				scopeLabel: scope,
+				scope: "organization" as const,
 				channel: channelMention(id),
 				channelId: id,
-				frequency: frequency ?? null,
-				cadenceWas,
+				schedule,
+				scheduleWas,
 			},
-			message: `Route insight digests for ${scope} to ${channelMention(id)}${frequency ? ` on a ${frequency} cadence` : ""}.${cadenceLine} Reply to confirm.`,
+			message: `Send findings to ${channelMention(id)} after each ${schedule} analysis?${scheduleLine} Reply to confirm.`,
 			instruction: CONFIRM_INSTRUCTION,
 		};
 	}
@@ -539,7 +425,7 @@ async function handleRoute(
 		const config = await callRPCProcedure(
 			"insightGeneration",
 			"addSlackDelivery",
-			{ ...scopeInput, channelId: id, frequency },
+			{ organizationId, channelId: id, frequency },
 			context
 		);
 		const summary = summarizeDigestConfig(config);
@@ -547,20 +433,18 @@ async function handleRoute(
 			success: true,
 			action: "route" as const,
 			applied: {
-				scope: scopeKind(websiteId),
-				scopeLabel: scope,
+				scope: "organization" as const,
 				channel: channelMention(id),
 				channelId: id,
-				cadence: summary.frequency,
-				cadenceWas,
-				cadenceChanged: cadenceWas !== null && cadenceWas !== summary.frequency,
+				schedule: summary.frequency,
+				scheduleWas,
 				nextRunAt: summary.nextRunAt,
 			},
-			message: `Routed insight digests to ${channelMention(id)} on a ${summary.frequency} cadence.`,
+			message: `Findings will go to ${channelMention(id)} after each ${summary.frequency} analysis.`,
 		};
 	} catch (error) {
 		logger.error("Failed to route insight digest", {
-			websiteId,
+			organizationId,
 			channelId: id,
 			error,
 		});
@@ -569,14 +453,13 @@ async function handleRoute(
 }
 
 async function handleUnroute(
-	{ context, scope, scopeInput, websiteId }: ActionContext,
+	{ context, organizationId }: ActionContext,
 	{ channelId, confirmed }: DigestInput
 ) {
-	const channelError = validateChannelId(channelId, "unroute");
-	if (channelError) {
-		return channelError;
+	const id = validatedChannelId(channelId, "unroute");
+	if (typeof id !== "string") {
+		return id;
 	}
-	const id = channelId as string;
 
 	if (!confirmed) {
 		return {
@@ -584,12 +467,11 @@ async function handleUnroute(
 			confirmationRequired: true,
 			proposed: {
 				action: "unroute" as const,
-				scope: scopeKind(websiteId),
-				scopeLabel: scope,
+				scope: "organization" as const,
 				channel: channelMention(id),
 				channelId: id,
 			},
-			message: `Stop routing insight digests for ${scope} to ${channelMention(id)}. Reply to confirm.`,
+			message: `Stop sending findings to ${channelMention(id)}? Reply to confirm.`,
 			instruction: CONFIRM_INSTRUCTION,
 		};
 	}
@@ -598,7 +480,7 @@ async function handleUnroute(
 		const config = await callRPCProcedure(
 			"insightGeneration",
 			"removeSlackDelivery",
-			{ ...scopeInput, channelId: id },
+			{ organizationId, channelId: id },
 			context
 		);
 		const summary = summarizeDigestConfig(config);
@@ -606,19 +488,18 @@ async function handleUnroute(
 			success: true,
 			action: "unroute" as const,
 			applied: {
-				scope: scopeKind(websiteId),
-				scopeLabel: scope,
+				scope: "organization" as const,
 				channel: channelMention(id),
 				channelId: id,
-				cadence: summary.frequency,
+				schedule: summary.enabled ? summary.frequency : "off",
 				channelsRemaining: summary.channels.map(channelMention),
 				nextRunAt: summary.nextRunAt,
 			},
-			message: `Stopped routing insight digests to ${channelMention(id)}.`,
+			message: `Findings will no longer go to ${channelMention(id)}.`,
 		};
 	} catch (error) {
 		logger.error("Failed to unroute insight digest", {
-			websiteId,
+			organizationId,
 			channelId: id,
 			error,
 		});
@@ -629,32 +510,27 @@ async function handleUnroute(
 export function createInsightDigestTools() {
 	const manageInsightDigestTool = tool({
 		description:
-			"Inspect, preview, change, OR trigger a test run of the analytics insight digest. Actions: status (read routing+schedule), preview (last past run), route, unroute, reschedule (cron/timezone/cadence), test (one-off end-to-end run that posts to currently-routed channels and costs LLM tokens). The schedule IS configurable via reschedule. CONFIRMATION CONTRACT (route/unroute/reschedule/test): the user's first ask is the REQUEST, not the confirmation. Always call confirmed=false first to get a preview block, restate it, then call confirmed=true only after the user replies in a separate turn — even when phrasing is confident ('drop a digest here', 'kill the digest', 'switch to Friday 8am'). RESPONSE CONTRACT: results carry a structured `current` / `proposed` / `applied` / `preview` block. Quote every value (channels, cadence, cron, timezone, nextRunAt, runId) verbatim from that block; channels arrive in <#CHANNELID> form, paste them as-is. Don't paraphrase, don't invent fields, don't re-pitch what the digest contains. If a field is null, say so plainly.",
+			"Inspect or change automatic analysis and Slack delivery. Actions: status, route, unroute, reschedule (off/daily/weekly plus timezone), and test (run one analysis now). Scheduling and delivery are organization-wide; a one-off run targets the selected website, or every website when none is selected. CONFIRMATION CONTRACT (route/unroute/reschedule/test): the user's first ask is the request, not confirmation. Always call confirmed=false first, then call confirmed=true only after the user confirms in a separate turn. RESPONSE CONTRACT: quote channels, schedule, timezone, nextRunAt, and runId verbatim from the structured result. Channels arrive in <#CHANNELID> form. If a field is null, say so plainly.",
 		inputSchema: manageDigestInputSchema,
 		execute: async (args, options) => {
 			const context = getAppContext(options);
 			if (!context.organizationId) {
 				return fail(
 					"NO_ORGANIZATION",
-					`Cannot ${args.action} a digest without an organization in context. Identify the organization first.`
+					`Cannot ${args.action} automatic analysis without an organization in context. Identify the organization first.`
 				);
 			}
 
 			const actionContext: ActionContext = {
 				context,
-				scope: scopeLabel(args.websiteId),
-				scopeInput: {
-					organizationId: context.organizationId,
-					websiteId: args.websiteId ?? undefined,
-				},
-				websiteId: args.websiteId,
+				organizationId: context.organizationId,
+				selectedWebsiteId:
+					context.defaultWebsiteId ?? context.websiteId ?? undefined,
 			};
 
 			switch (args.action) {
 				case "status":
 					return await handleStatus(actionContext);
-				case "preview":
-					return await handlePreview(actionContext);
 				case "reschedule":
 					return await handleReschedule(actionContext, args);
 				case "test":
@@ -664,7 +540,7 @@ export function createInsightDigestTools() {
 				case "unroute":
 					return await handleUnroute(actionContext, args);
 				default:
-					return fail("UNKNOWN_ACTION", "Unsupported digest action.");
+					return fail("UNKNOWN_ACTION", "Unsupported analysis action.");
 			}
 		},
 	});
diff --git a/packages/ai/src/ai/tools/insights-agent-tools.test.ts b/packages/ai/src/ai/tools/insights-agent-tools.test.ts
new file mode 100644
index 000000000..af4239e16
--- /dev/null
+++ b/packages/ai/src/ai/tools/insights-agent-tools.test.ts
@@ -0,0 +1,261 @@
+import { afterAll, beforeEach, describe, expect, mock, test } from "bun:test";
+import * as actualQuery from "../../query";
+import type {
+	InvestigationEvidence,
+	InvestigationSignal,
+} from "@databuddy/shared/insights";
+
+type WebQueryMode = "changed" | "failed" | "large" | "normal";
+
+let queryCalls = 0;
+let webQueryMode: WebQueryMode = "normal";
+
+mock.module("../../query", () => ({
+	...actualQuery,
+	executeQuery: async (request: { type: string }) => {
+		queryCalls += 1;
+		if (webQueryMode === "failed") {
+			throw new Error("warehouse unavailable");
+		}
+		if (webQueryMode === "large") {
+			return [{ message: "x".repeat(60_000) }];
+		}
+		if (webQueryMode === "changed") {
+			return [{ sessions: 121 }];
+		}
+		if (request.type === "top_pages") {
+			return [];
+		}
+		return [{ sessions: 120 }];
+	},
+}));
+
+const { countEvidenceRows, createInsightsAgentTools } = await import(
+	"./insights-agent-tools"
+);
+
+interface EvidenceOutput {
+	evidence: InvestigationEvidence[];
+}
+
+interface ExecutableTool {
+	execute?: (input: unknown, options: unknown) => unknown;
+}
+
+const signal: InvestigationSignal = {
+	signalKey: "website:traffic",
+	websiteId: "site_example",
+	kind: "change",
+	insightType: "traffic_drop",
+	entity: { type: "website", id: "website", label: "Traffic" },
+	metric: {
+		key: "visitors",
+		label: "Visitors",
+		current: 80,
+		previous: 120,
+		format: "number",
+	},
+	changePercent: -33.33,
+	direction: "down",
+	severity: "warning",
+	sentiment: "negative",
+	priority: 7,
+	period: {
+		current: { from: "2026-07-01", to: "2026-07-07" },
+		previous: { from: "2026-06-24", to: "2026-06-30" },
+	},
+	detectedAt: "2026-07-07",
+	detection: {
+		method: "period_comparison",
+		reason: "Visitors fell from the previous period.",
+	},
+};
+
+async function executeTool(
+	tool: unknown,
+	input: Record<string, unknown>
+): Promise<EvidenceOutput> {
+	const execute = (tool as ExecutableTool).execute;
+	if (!execute) {
+		throw new Error("Expected an executable tool");
+	}
+	return (await execute(input, {})) as EvidenceOutput;
+}
+
+function createTools(
+	onEvidence?: (evidence: InvestigationEvidence) => void,
+	signals: InvestigationSignal[] = [signal]
+) {
+	return createInsightsAgentTools({
+		domain: "example.com",
+		onEvidence,
+		signals,
+		timezone: "UTC",
+		websiteId: "site_example",
+	}).tools;
+}
+
+describe("insights agent query evidence", () => {
+	beforeEach(() => {
+		queryCalls = 0;
+		webQueryMode = "normal";
+	});
+
+	afterAll(() => {
+		mock.module("../../query", () => actualQuery);
+	});
+
+	test("returns stable, signal-scoped success and empty evidence", async () => {
+		const observed: InvestigationEvidence[] = [];
+		const tools = createTools((evidence) => observed.push(evidence));
+		const input = {
+			period: "current",
+			queries: [{ type: "summary_metrics" }, { type: "top_pages" }],
+			signalKey: "website:traffic",
+		};
+
+		const first = await executeTool(tools.web_metrics, input);
+		const second = await executeTool(tools.web_metrics, input);
+
+		expect(first.evidence).toHaveLength(2);
+		expect(first.evidence[0]).toMatchObject({
+			kind: "trend",
+			period: "current",
+			queryType: "summary_metrics",
+			range: { from: "2026-07-01", to: "2026-07-07" },
+			rowCount: 1,
+			signalKey: "website:traffic",
+			source: "web",
+			status: "ok",
+		});
+		expect(first.evidence[1]).toMatchObject({
+			kind: "breakdown",
+			queryType: "top_pages",
+			rowCount: 0,
+			status: "empty",
+		});
+		expect(second.evidence.map((item) => item.evidenceId)).toEqual(
+			first.evidence.map((item) => item.evidenceId)
+		);
+		expect(first.evidence[0]?.evidenceId).toMatch(/^evidence:web:[a-f0-9]{16}$/);
+		expect(observed).toHaveLength(4);
+		expect(observed).toEqual([...first.evidence, ...second.evidence]);
+
+		webQueryMode = "changed";
+		const changed = await executeTool(tools.web_metrics, input);
+		expect(changed.evidence[0].evidenceId).not.toBe(
+			first.evidence[0].evidenceId
+		);
+	});
+
+	test("reports query failures instead of treating them as empty data", async () => {
+		webQueryMode = "failed";
+		const tools = createTools();
+
+		const result = await executeTool(tools.web_metrics, {
+			period: "previous",
+			queries: [{ type: "summary_metrics" }],
+			signalKey: "website:traffic",
+		});
+
+		expect(result.evidence[0]).toMatchObject({
+			error: "warehouse unavailable",
+			period: "previous",
+			rowCount: 0,
+			status: "failed",
+		});
+	});
+
+	test("does not treat empty result collections as populated evidence", () => {
+		expect(countEvidenceRows({ count: 0, goals: [] })).toBe(0);
+		expect(countEvidenceRows({ note: "No matches", results: [] })).toBe(0);
+		expect(countEvidenceRows({ count: 1, goals: [{ id: "goal-1" }] })).toBe(1);
+		expect(countEvidenceRows({ total: 12 })).toBe(1);
+	});
+
+	test("does not aggregate sparse z-score baselines as continuous periods", async () => {
+		const zscoreSignal: InvestigationSignal = {
+			...signal,
+			detection: {
+				method: "zscore",
+				reason: "Traffic differs from comparable weekdays.",
+				baselineDates: [
+					"2026-06-24",
+					"2026-06-25",
+					"2026-06-26",
+					"2026-06-27",
+					"2026-06-28",
+					"2026-06-30",
+				],
+			},
+		};
+		const tools = createTools(undefined, [zscoreSignal]);
+
+		await expect(
+			executeTool(tools.web_metrics, {
+				period: "both",
+				queries: [{ type: "summary_metrics" }],
+				signalKey: zscoreSignal.signalKey,
+			})
+		).rejects.toThrow("sparse comparable-day baseline");
+		expect(queryCalls).toBe(0);
+	});
+
+	test("rejects evidence for a signal outside the investigation", async () => {
+		const tools = createTools();
+
+		await expect(
+			executeTool(tools.web_metrics, {
+				period: "current",
+				queries: [{ type: "summary_metrics" }],
+				signalKey: "website:unknown",
+			})
+		).rejects.toThrow("Missing period bounds for signal");
+		expect(queryCalls).toBe(0);
+	});
+
+	test("rejects product definitions unrelated to the signal entity", async () => {
+		const tools = createTools();
+
+		await expect(
+			executeTool(tools.product_metrics, {
+				period: "current",
+				signalKey: signal.signalKey,
+			})
+		).rejects.toThrow("Product evidence is not scoped to the website signal");
+	});
+
+	test("clips oversized data without corrupting the evidence envelope", async () => {
+		webQueryMode = "large";
+		const tools = createTools();
+
+		const result = await executeTool(tools.web_metrics, {
+			period: "current",
+			queries: [{ type: "summary_metrics" }],
+			signalKey: "website:traffic",
+		});
+
+		expect(result.evidence[0]).toMatchObject({
+			rowCount: 1,
+			status: "truncated",
+			truncationReason:
+				"The query result exceeded the evidence summary limit.",
+		});
+		expect(result.evidence[0].summary.length).toBeLessThanOrEqual(500);
+	});
+
+	test("classifies revenue evidence as measured business impact", async () => {
+		const tools = createTools();
+		const result = await executeTool(tools.web_metrics, {
+			period: "current",
+			queries: [{ type: "revenue_overview" }],
+			signalKey: "website:traffic",
+		});
+
+		expect(result.evidence[0]).toMatchObject({
+			kind: "impact",
+			source: "business",
+			status: "ok",
+		});
+	});
+});
diff --git a/packages/ai/src/ai/tools/insights-agent-tools.ts b/packages/ai/src/ai/tools/insights-agent-tools.ts
index d38ff77bb..6dbb58b4b 100644
--- a/packages/ai/src/ai/tools/insights-agent-tools.ts
+++ b/packages/ai/src/ai/tools/insights-agent-tools.ts
@@ -1,43 +1,240 @@
+import { createHash } from "node:crypto";
+import type {
+	InvestigationEvidence,
+	InvestigationSignal,
+} from "@databuddy/shared/insights";
 import { tool } from "ai";
 import { z } from "zod";
-import {
-	BUSINESS_INSIGHT_QUERY_TYPES,
-	fetchBusinessMetrics,
-} from "../insights/business-context";
 import {
 	fetchOpsMetrics,
 	OPS_INSIGHT_QUERY_TYPES,
 } from "../insights/ops-context";
 import {
 	fetchProductMetrics,
-	PRODUCT_INSIGHT_QUERY_TYPES,
+	type ProductInsightTarget,
 } from "../insights/product-context";
 import { getAppContext } from "./utils";
-import { executeAgentSqlForWebsite } from "./execute-sql-query";
 import { executeQuery } from "../../query";
 import { QueryBuilders } from "../../query/builders";
 import type { QueryRequest } from "../../query/types";
-import type { WeekOverWeekPeriod } from "../insights/types";
 
-const MAX_RESPONSE_CHARS = 48_000;
+const MAX_EVIDENCE_SUMMARY_CHARS = 500;
 const MAX_QUERIES = 8;
 
-const ALL_QUERY_TYPES = Object.keys(QueryBuilders);
-
 function isValidQueryType(type: string): boolean {
 	return type in QueryBuilders;
 }
 
-function truncate(obj: unknown): string {
-	const s = JSON.stringify(obj, null, 0);
-	return s.length > MAX_RESPONSE_CHARS
-		? `${s.slice(0, MAX_RESPONSE_CHARS)}\n…[truncated]`
-		: s;
+type QueryEvidenceSource = "business" | "ops" | "product" | "web";
+
+type QueryEvidencePeriod = "current" | "previous";
+
+export interface QueryEvidence {
+	data: unknown;
+	entity?: InvestigationSignal["entity"];
+	error?: string;
+	evidenceId: string;
+	period: QueryEvidencePeriod;
+	queryType: string;
+	range: { from: string; to: string };
+	rowCount: number;
+	signalKey: string;
+	source: QueryEvidenceSource;
+	status: "empty" | "failed" | "ok";
+}
+
+function evidenceKind(queryType: string): InvestigationEvidence["kind"] {
+	if (queryType.startsWith("revenue")) {
+		return "impact";
+	}
+	if (
+		["goals_summary", "funnels_summary", "custom_events_summary"].includes(
+			queryType
+		)
+	) {
+		return "definition";
+	}
+	if (
+		queryType.includes("error") ||
+		queryType.includes("uptime") ||
+		queryType.includes("vital")
+	) {
+		return "data_health";
+	}
+	if (queryType.includes("anomaly") || queryType.includes("flag")) {
+		return "related_change";
+	}
+	if (queryType === "summary_metrics" || queryType.includes("trend")) {
+		return "trend";
+	}
+	return "breakdown";
+}
+
+function sourceForWebQuery(queryType: string): QueryEvidenceSource {
+	if (queryType.startsWith("revenue")) {
+		return "business";
+	}
+	if (
+		queryType.includes("error") ||
+		queryType.includes("uptime") ||
+		queryType.includes("vital")
+	) {
+		return "ops";
+	}
+	return "web";
+}
+
+function evidenceSummary(evidence: QueryEvidence): {
+	summary: string;
+	truncated: boolean;
+} {
+	if (evidence.status === "empty") {
+		return {
+			summary: `${evidence.queryType} returned no rows.`,
+			truncated: false,
+		};
+	}
+	const prefix = `${evidence.queryType} returned ${evidence.rowCount} row${evidence.rowCount === 1 ? "" : "s"}: `;
+	const summary = `${prefix}${canonicalJson(evidence.data)}`;
+	return summary.length <= MAX_EVIDENCE_SUMMARY_CHARS
+		? { summary, truncated: false }
+		: {
+				summary: `${summary.slice(0, MAX_EVIDENCE_SUMMARY_CHARS - 1).trimEnd()}…`,
+				truncated: true,
+			};
+}
+
+export function toInvestigationEvidence(
+	evidence: QueryEvidence
+): InvestigationEvidence {
+	const base = {
+		evidenceId: evidence.evidenceId,
+		signalKey: evidence.signalKey,
+		kind: evidenceKind(evidence.queryType),
+		source: evidence.source,
+		queryType: evidence.queryType,
+		...(evidence.entity ? { entity: evidence.entity } : {}),
+		period: evidence.period,
+		range: evidence.range,
+		rowCount: evidence.rowCount,
+	};
+	if (evidence.status === "failed") {
+		return {
+			...base,
+			status: "failed",
+			rowCount: 0,
+			error: evidence.error ?? "Query failed",
+		};
+	}
+	const summary = evidenceSummary(evidence);
+	if (summary.truncated) {
+		return {
+			...base,
+			status: "truncated",
+			summary: summary.summary,
+			truncationReason: "The query result exceeded the evidence summary limit.",
+		};
+	}
+	if (evidence.status === "empty") {
+		return {
+			...base,
+			status: "empty",
+			rowCount: 0,
+			summary: summary.summary,
+		};
+	}
+	return {
+		...base,
+		status: "ok",
+		summary: summary.summary,
+	};
+}
+
+type QueryEvidenceBase = Pick<
+	QueryEvidence,
+	| "entity"
+	| "evidenceId"
+	| "period"
+	| "queryType"
+	| "range"
+	| "signalKey"
+	| "source"
+>;
+
+function canonicalJson(value: unknown): string {
+	if (Array.isArray(value)) {
+		return `[${value.map(canonicalJson).join(",")}]`;
+	}
+	if (value && typeof value === "object") {
+		return `{${Object.entries(value as Record<string, unknown>)
+			.sort(([a], [b]) => a.localeCompare(b))
+			.map(([key, item]) => `${JSON.stringify(key)}:${canonicalJson(item)}`)
+			.join(",")}}`;
+	}
+	return JSON.stringify(value) ?? "null";
+}
+
+function queryEvidenceBase(input: {
+	entity?: InvestigationSignal["entity"];
+	period: QueryEvidencePeriod;
+	query: unknown;
+	queryType: string;
+	range: { from: string; to: string };
+	signalKey: string;
+	source: QueryEvidenceSource;
+}): QueryEvidenceBase {
+	const digest = createHash("sha256")
+		.update(canonicalJson(input))
+		.digest("hex")
+		.slice(0, 16);
+	return {
+		evidenceId: `evidence:${input.source}:${digest}`,
+		...(input.entity ? { entity: input.entity } : {}),
+		period: input.period,
+		queryType: input.queryType,
+		range: input.range,
+		signalKey: input.signalKey,
+		source: input.source,
+	};
+}
+
+export function countEvidenceRows(data: unknown): number {
+	if (Array.isArray(data)) {
+		return data.length;
+	}
+	if (!(data && typeof data === "object")) {
+		return data == null ? 0 : 1;
+	}
+
+	const entries = Object.entries(data as Record<string, unknown>);
+	const arrayRows = entries
+		.filter(([, value]) => Array.isArray(value))
+		.map(([, value]) => (value as unknown[]).length);
+	const maxArrayRows = arrayRows.length > 0 ? Math.max(...arrayRows) : 0;
+	if (arrayRows.length > 0) {
+		return maxArrayRows;
+	}
+	return entries.some(
+		([, value]) =>
+			!Array.isArray(value) && value !== null && value !== undefined
+	)
+		? 1
+		: 0;
+}
+
+function snapshotEvidence(evidence: QueryEvidence): QueryEvidence {
+	const { evidenceId: _requestId, ...snapshot } = evidence;
+	const digest = createHash("sha256")
+		.update(canonicalJson(snapshot))
+		.digest("hex")
+		.slice(0, 16);
+	return { ...evidence, evidenceId: `evidence:${evidence.source}:${digest}` };
 }
 
 export interface CreateInsightsAgentToolsParams {
 	domain: string;
-	periodBounds: WeekOverWeekPeriod;
+	onEvidence?: (evidence: InvestigationEvidence) => void;
+	signals: InvestigationSignal[];
 	timezone: string;
 	websiteId: string;
 }
@@ -45,24 +242,144 @@ export interface CreateInsightsAgentToolsParams {
 export function createInsightsAgentTools(
 	params: CreateInsightsAgentToolsParams
 ) {
-	function resolveRanges(period: "current" | "previous" | "both") {
+	const signalsByKey = new Map(
+		params.signals.map((signal) => [signal.signalKey, signal])
+	);
+
+	function productScope(signalKey: string): {
+		entity: InvestigationSignal["entity"];
+		queryType: "custom_events_summary" | "funnels_summary" | "goals_summary";
+		target: ProductInsightTarget;
+	} {
+		const signal = signalsByKey.get(signalKey);
+		if (!signal) {
+			throw new Error(`Unknown investigation signal key: ${signalKey}`);
+		}
+		let target: ProductInsightTarget;
+		let queryType:
+			| "custom_events_summary"
+			| "funnels_summary"
+			| "goals_summary";
+		switch (signal.entity.type) {
+			case "goal":
+				target = { id: signal.entity.id, type: "goal" };
+				queryType = "goals_summary";
+				break;
+			case "funnel":
+				target = { id: signal.entity.id, type: "funnel" };
+				queryType = "funnels_summary";
+				break;
+			case "event":
+				target = { id: signal.entity.id, type: "event" };
+				queryType = "custom_events_summary";
+				break;
+			default:
+				throw new Error(
+					`Product evidence is not scoped to the ${signal.entity.type} signal ${signalKey}`
+				);
+		}
+		return {
+			entity: signal.entity,
+			queryType,
+			target,
+		};
+	}
+
+	function completeEvidence(items: QueryEvidence[]) {
+		const evidence = items.map(snapshotEvidence).map(toInvestigationEvidence);
+		for (const item of evidence) {
+			params.onEvidence?.(item);
+		}
+		return { evidence };
+	}
+
+	function resolveRanges(
+		period: "current" | "previous" | "both",
+		signalKey: string
+	) {
+		const signal = signalsByKey.get(signalKey);
+		if (!signal) {
+			throw new Error(`Missing period bounds for signal: ${signalKey}`);
+		}
+		if (signal.detection.method === "zscore" && period !== "current") {
+			throw new Error(
+				`Z-score signal ${signalKey} has a sparse comparable-day baseline; query current only and use the supplied detector evidence for its baseline`
+			);
+		}
+		const bounds = signal.period;
 		if (period === "both") {
 			return [
-				{ label: "current" as const, range: params.periodBounds.current },
-				{ label: "previous" as const, range: params.periodBounds.previous },
+				{ label: "current" as const, range: bounds.current },
+				{ label: "previous" as const, range: bounds.previous },
 			];
 		}
 		return [
 			{
 				label: period,
-				range:
-					period === "current"
-						? params.periodBounds.current
-						: params.periodBounds.previous,
+				range: period === "current" ? bounds.current : bounds.previous,
 			},
 		];
 	}
 
+	async function fetchContextEvidence(input: {
+		entity?: InvestigationSignal["entity"];
+		fetch: () => Promise<{ results: Record<string, unknown>[] }>;
+		period: "current" | "previous";
+		queries: { limit?: number; type: string }[];
+		range: { from: string; to: string };
+		signalKey: string;
+		source: "ops" | "product";
+	}): Promise<QueryEvidence[]> {
+		try {
+			const response = await input.fetch();
+			return input.queries.map((query, index) => {
+				const base = queryEvidenceBase({
+					entity: input.entity,
+					period: input.period,
+					query,
+					queryType: query.type,
+					range: input.range,
+					signalKey: input.signalKey,
+					source: input.source,
+				});
+				const result = response.results[index];
+				const data = result
+					? Object.fromEntries(
+							Object.entries(result).filter(([key]) => key !== "type")
+						)
+					: [];
+				const rowCount = countEvidenceRows(data);
+				return {
+					...base,
+					data,
+					rowCount,
+					status: rowCount === 0 ? "empty" : "ok",
+				};
+			});
+		} catch (error) {
+			const message =
+				error instanceof Error ? error.message.slice(0, 500) : "Query failed";
+			return input.queries.map((query) => {
+				const base = queryEvidenceBase({
+					entity: input.entity,
+					period: input.period,
+					query,
+					queryType: query.type,
+					range: input.range,
+					signalKey: input.signalKey,
+					source: input.source,
+				});
+				return {
+					...base,
+					data: [],
+					error: message,
+					rowCount: 0,
+					status: "failed" as const,
+				};
+			});
+		}
+	}
+
 	const querySchema = z.object({
 		type: z.string().refine(isValidQueryType, "Unknown query type"),
 		limit: z.number().min(1).max(50).optional(),
@@ -77,22 +394,34 @@ export function createInsightsAgentTools(
 	});
 
 	const periodSchema = z.enum(["current", "previous", "both"]);
+	const signalKeySchema = z
+		.string()
+		.min(1)
+		.refine((signalKey) => signalsByKey.has(signalKey), {
+			message: "Unknown investigation signal key",
+		});
 
 	const webMetricsTool = tool({
-		description: `Query analytics data. ${ALL_QUERY_TYPES.length} query types. Use period="both" to compare. Key types: summary_metrics, top_pages, entry_pages, exit_pages, recent_errors, errors_by_page, error_types, session_flow, session_pages, interesting_sessions, session_list, sessions_by_device, sessions_by_browser, web_vitals_by_page, web_vitals_by_browser, revenue_overview, revenue_by_referrer, custom_events_discovery, custom_events_trends, country, region, city, utm_campaigns, device_types. Filter by: path, country, device_type, browser_name, os_name, referrer, utm_source, utm_medium, utm_campaign.`,
+		description:
+			'Query analytics data. Use period="both" to compare. Key types: summary_metrics, top_pages, entry_pages, exit_pages, recent_errors, errors_by_page, error_types, session_flow, session_pages, interesting_sessions, session_list, sessions_by_device, sessions_by_browser, web_vitals_by_page, web_vitals_by_browser, revenue_overview, revenue_by_referrer, custom_events_discovery, custom_events_trends, country, region, city, utm_campaigns, device_types. Filter by: path, country, device_type, browser_name, os_name, referrer, utm_source, utm_medium, utm_campaign.',
 		inputSchema: z.object({
 			period: periodSchema,
 			queries: z.array(querySchema).min(1).max(MAX_QUERIES),
+			signalKey: signalKeySchema,
 		}),
-		execute: async ({ period, queries }) => {
-			const ranges = resolveRanges(period);
+		execute: async ({ period, queries, signalKey }) => {
+			const ranges = resolveRanges(period, signalKey);
 
 			const tasks = ranges.flatMap((p) =>
 				queries.map(async (q) => {
-					if (!isValidQueryType(q.type)) {
-						return { period: p.label, type: q.type, rowCount: 0, data: [] };
-					}
-
+					const base = queryEvidenceBase({
+						period: p.label,
+						query: q,
+						queryType: q.type,
+						range: p.range,
+						signalKey,
+						source: sourceForWebQuery(q.type),
+					});
 					const req: QueryRequest = {
 						projectId: params.websiteId,
 						type: q.type,
@@ -108,57 +437,63 @@ export function createInsightsAgentTools(
 					};
 
 					try {
-						const data = (await executeQuery(
+						const data = await executeQuery(
 							req,
 							params.domain,
 							params.timezone
-						)) as Record<string, unknown>[];
+						);
+						const rows = Array.isArray(data) ? data : [];
 						return {
-							period: p.label,
-							type: q.type,
-							rowCount: Array.isArray(data) ? data.length : 0,
-							data: Array.isArray(data) ? data : [],
-						};
-					} catch {
-						return { period: p.label, type: q.type, rowCount: 0, data: [] };
+							...base,
+							data: rows,
+							rowCount: rows.length,
+							status: rows.length === 0 ? "empty" : "ok",
+						} satisfies QueryEvidence;
+					} catch (error) {
+						return {
+							...base,
+							data: [],
+							error:
+								error instanceof Error
+									? error.message.slice(0, 500)
+									: "Query failed",
+							rowCount: 0,
+							status: "failed",
+						} satisfies QueryEvidence;
 					}
 				})
 			);
 
 			const results = await Promise.all(tasks);
-			return truncate({ period, results });
+			return completeEvidence(results);
 		},
 	});
 
 	const productMetricsTool = tool({
 		description:
-			"Goals, funnels, retention, and custom event behavior. Use for conversion context.",
+			"Read the exact goal, funnel, or event matching the signal entity.",
 		inputSchema: z.object({
 			period: periodSchema,
-			queries: z
-				.array(
-					z.object({
-						type: z.enum(PRODUCT_INSIGHT_QUERY_TYPES),
-						limit: z.number().min(1).max(10).optional(),
-					})
-				)
-				.min(1)
-				.max(MAX_QUERIES),
+			signalKey: signalKeySchema,
 		}),
-		execute: async ({ period, queries }, options) => {
+		execute: async ({ period, signalKey }, options) => {
+			const scope = productScope(signalKey);
 			const appContext = getAppContext(options);
-			const ranges = resolveRanges(period);
+			const ranges = resolveRanges(period, signalKey);
 			const results = await Promise.all(
 				ranges.map((p) =>
-					fetchProductMetrics(
-						appContext,
-						params.periodBounds,
-						p.label,
-						queries
-					).then((data) => ({ period: p.label, data }))
+					fetchContextEvidence({
+						entity: scope.entity,
+						fetch: () => fetchProductMetrics(appContext, p.range, scope.target),
+						period: p.label,
+						queries: [{ type: scope.queryType }],
+						range: p.range,
+						signalKey,
+						source: "product",
+					})
 				)
 			);
-			return truncate(results.length === 1 ? results[0] : results);
+			return completeEvidence(results.flat());
 		},
 	});
 
@@ -176,111 +511,29 @@ export function createInsightsAgentTools(
 				)
 				.min(1)
 				.max(MAX_QUERIES),
+			signalKey: signalKeySchema,
 		}),
-		execute: async ({ period, queries }, options) => {
+		execute: async ({ period, queries, signalKey }, options) => {
 			const appContext = getAppContext(options);
-			const ranges = resolveRanges(period);
+			const ranges = resolveRanges(period, signalKey);
 			const results = await Promise.all(
 				ranges.map((p) =>
-					fetchOpsMetrics(
-						appContext,
-						params.periodBounds,
-						p.label,
-						queries
-					).then((data) => ({ period: p.label, data }))
-				)
-			);
-			return truncate(results.length === 1 ? results[0] : results);
-		},
-	});
-
-	const businessContextTool = tool({
-		description:
-			"Revenue totals, attribution, top products. Use for commercial context.",
-		inputSchema: z.object({
-			period: periodSchema,
-			queries: z
-				.array(
-					z.object({
-						type: z.enum(BUSINESS_INSIGHT_QUERY_TYPES),
-						limit: z.number().min(1).max(10).optional(),
+					fetchContextEvidence({
+						fetch: () => fetchOpsMetrics(appContext, p.range, p.label, queries),
+						period: p.label,
+						queries,
+						range: p.range,
+						signalKey,
+						source: "ops",
 					})
 				)
-				.min(1)
-				.max(MAX_QUERIES),
-		}),
-		execute: async ({ period, queries }, options) => {
-			const appContext = getAppContext(options);
-			const ranges = resolveRanges(period);
-			const results = await Promise.all(
-				ranges.map((p) =>
-					fetchBusinessMetrics(
-						appContext,
-						params.periodBounds,
-						p.label,
-						queries
-					).then((data) => ({ period: p.label, data }))
-				)
-			);
-			return truncate(results.length === 1 ? results[0] : results);
-		},
-	});
-
-	const sqlTool = tool({
-		description: `Raw ClickHouse SQL for cross-table joins and complex analysis. Use web_metrics first.
-
-Tables (all filtered by website automatically):
-- analytics.events: session_id, time, path, referrer, browser_name, device_type, country, region, event_name, time_on_page, scroll_depth, utm_source, utm_medium, utm_campaign
-- analytics.error_spans: session_id, timestamp, path, message, stack, error_type
-- analytics.web_vitals_spans: timestamp, path, metric_name, metric_value
-- analytics.custom_events: event_name, timestamp, properties (JSON), session_id
-- analytics.revenue: transaction_id, amount Decimal(18,4), currency, provider, type, customer_id, created
-- analytics.blocked_traffic: timestamp, block_reason, bot_name, path
-
-Every WHERE clause needs a tenant filter: use client_id = {websiteId:String} for events/error_spans/vitals/blocked_traffic, or owner_id = {websiteId:String} for custom_events/revenue. Use uniq() not COUNT(DISTINCT). quantileTDigest on Decimal needs toFloat64() cast. Pageviews = event_name = 'screen_view'. Timestamp column is "time" in events, "timestamp" in other tables. No aggregates in WHERE. No correlated subqueries — use CTEs. {paramName:Type} placeholders only.`,
-		inputSchema: z.object({
-			queries: z
-				.array(
-					z.object({
-						label: z.string(),
-						sql: z.string(),
-						params: z.record(z.string(), z.unknown()).optional(),
-					})
-				)
-				.min(1)
-				.max(5),
-		}),
-		execute: async ({ queries }) => {
-			const results = await Promise.all(
-				queries.map(async (q) => {
-					try {
-						const result = await executeAgentSqlForWebsite({
-							websiteId: params.websiteId,
-							websiteDomain: params.domain,
-							sql: q.sql,
-							params: q.params,
-						});
-						return { label: q.label, ...result };
-					} catch (err: unknown) {
-						return {
-							label: q.label,
-							error:
-								err instanceof Error
-									? err.message.slice(0, 200)
-									: "Query failed",
-							data: [],
-						};
-					}
-				})
 			);
-			return truncate(results);
+			return completeEvidence(results.flat());
 		},
 	});
 
 	return {
 		tools: {
-			business_context: businessContextTool,
-			execute_sql: sqlTool,
 			ops_context: opsContextTool,
 			product_metrics: productMetricsTool,
 			web_metrics: webMetricsTool,
diff --git a/packages/ai/src/lib/insights-query.ts b/packages/ai/src/lib/insights-query.ts
index 65764b220..fbcf1a7aa 100644
--- a/packages/ai/src/lib/insights-query.ts
+++ b/packages/ai/src/lib/insights-query.ts
@@ -10,42 +10,11 @@ import {
 	type SQL,
 } from "@databuddy/db";
 import { analyticsInsights, websites } from "@databuddy/db/schema";
-
-export type InsightSeverity = "critical" | "warning" | "info";
-export type InsightSentiment = "positive" | "neutral" | "negative";
-
-export interface InsightMetricRow {
-	current: number;
-	format: "number" | "percent" | "duration_ms" | "duration_s";
-	label: string;
-	previous?: number;
-}
-
-export interface InsightRow {
-	changePercent: number | null;
-	confidence: number;
-	createdAt: Date;
-	currentPeriodFrom: string;
-	currentPeriodTo: string;
-	description: string;
-	id: string;
-	impactSummary: string | null;
-	metrics: InsightMetricRow[] | null;
-	previousPeriodFrom: string;
-	previousPeriodTo: string;
-	priority: number;
-	sentiment: string;
-	severity: string;
-	sources: Array<"web" | "product" | "ops" | "business">;
-	subjectKey: string;
-	suggestion: string;
-	timezone: string;
-	title: string;
-	type: string;
-	websiteDomain: string;
-	websiteId: string;
-	websiteName: string | null;
-}
+import type {
+	InsightSentiment,
+	InsightSeverity,
+	StoredInsightType,
+} from "@databuddy/shared/insights";
 
 export interface FetchInsightsOptions {
 	createdAfter?: Date;
@@ -53,15 +22,13 @@ export interface FetchInsightsOptions {
 	ids?: string[];
 	limit: number;
 	organizationIds: string[];
-	sentiments?: string[];
-	severities?: string[];
-	types?: string[];
+	sentiments?: InsightSentiment[];
+	severities?: InsightSeverity[];
+	types?: StoredInsightType[];
 	websiteId?: string;
 }
 
-export async function fetchInsightsForOrgs(
-	opts: FetchInsightsOptions
-): Promise<InsightRow[]> {
+export async function fetchInsightsForOrgs(opts: FetchInsightsOptions) {
 	if (opts.organizationIds.length === 0) {
 		return [];
 	}
@@ -128,10 +95,9 @@ export async function fetchInsightsForOrgs(
 		)
 		.limit(opts.limit);
 
-	return rows.map((r) => ({
-		...r,
-		metrics: (r.metrics as InsightMetricRow[] | null) ?? null,
-		sources:
-			(r.sources as Array<"web" | "product" | "ops" | "business"> | null) ?? [],
-	}));
+	return rows;
 }
+
+export type InsightRow = Awaited<
+	ReturnType<typeof fetchInsightsForOrgs>
+>[number];

From 6ba6452ba9e4b17e59e4c28be7f26f6b0d2274d8 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:32:11 +0300
Subject: [PATCH 107/129] feat(rpc): add insight generation routers and
 scheduling

---
 packages/rpc/src/index.ts                     |   2 +-
 .../src/routers/insight-generation.test.ts    |  23 +
 .../rpc/src/routers/insight-generation.ts     | 774 ++++++++----------
 packages/rpc/src/routers/insights.ts          | 598 +++-----------
 .../rpc/src/services/insight-schedule.test.ts | 246 +++---
 packages/rpc/src/services/insight-schedule.ts | 205 +----
 6 files changed, 573 insertions(+), 1275 deletions(-)
 create mode 100644 packages/rpc/src/routers/insight-generation.test.ts

diff --git a/packages/rpc/src/index.ts b/packages/rpc/src/index.ts
index f2ac78af8..bbc40c56b 100644
--- a/packages/rpc/src/index.ts
+++ b/packages/rpc/src/index.ts
@@ -25,8 +25,8 @@ export type { WebsiteOutput } from "./routers/websites";
 export type { ExportFormat } from "./services/export-service";
 export {
 	getNextInsightRunAt,
-	isValidCron,
 	isValidTimezone,
+	normalizeInsightScheduleFrequency,
 } from "./services/insight-schedule";
 export { getBillingCustomerId } from "./utils/billing";
 export { getMemberRole } from "./utils/organization";
diff --git a/packages/rpc/src/routers/insight-generation.test.ts b/packages/rpc/src/routers/insight-generation.test.ts
new file mode 100644
index 000000000..5dae329de
--- /dev/null
+++ b/packages/rpc/src/routers/insight-generation.test.ts
@@ -0,0 +1,23 @@
+import { describe, expect, it } from "bun:test";
+
+process.env.REDIS_URL ??= "redis://localhost:6379/1";
+process.env.BULLMQ_REDIS_URL ??= process.env.REDIS_URL;
+process.env.BETTER_AUTH_SECRET ??= "test-auth-secret";
+process.env.BETTER_AUTH_URL ??= "http://localhost:3001";
+
+const { assertSingleActiveSlackBinding } = await import("./insight-generation");
+
+describe("assertSingleActiveSlackBinding", () => {
+	it("accepts exactly one binding", () => {
+		expect(() => assertSingleActiveSlackBinding(1)).not.toThrow();
+	});
+
+	it("rejects missing and ambiguous bindings", () => {
+		expect(() => assertSingleActiveSlackBinding(0)).toThrow(
+			"Connect or use the Databuddy Slack app in this channel first"
+		);
+		expect(() => assertSingleActiveSlackBinding(2)).toThrow(
+			"Multiple active Slack connections match this channel"
+		);
+	});
+});
diff --git a/packages/rpc/src/routers/insight-generation.ts b/packages/rpc/src/routers/insight-generation.ts
index 675ea59ed..23b9baa66 100644
--- a/packages/rpc/src/routers/insight-generation.ts
+++ b/packages/rpc/src/routers/insight-generation.ts
@@ -9,10 +9,13 @@ import {
 	withTransaction,
 } from "@databuddy/db";
 import {
-	INSIGHT_GENERATION_DEFAULT_TOOLS,
+	INSIGHT_RUN_ACTIVE_STATUSES,
+	INSIGHT_RUN_ACTIVE_UNIQUE_INDEX,
 	insightGenerationConfigs,
 	insightRunItems,
 	insightRuns,
+	slackChannelBindings,
+	slackIntegrations,
 	type InsightGenerationConfig,
 	type InsightGenerationConfigSnapshot,
 	websites,
@@ -22,7 +25,6 @@ import {
 	INSIGHTS_GENERATE_WEBSITE_JOB_NAME,
 	insightsWebsiteJobId,
 	invalidateInsightsCachesForOrganization,
-	type InsightGenerationReason,
 } from "@databuddy/redis";
 import { randomUUIDv7 } from "bun";
 import { z } from "zod";
@@ -30,19 +32,17 @@ import { rpcError } from "../errors";
 import { logger } from "../lib/logger";
 import { type Context, protectedProcedure } from "../orpc";
 import { withWorkspace } from "../procedures/with-workspace";
-import { getNextInsightRunAt } from "../services/insight-schedule";
+import {
+	getNextInsightRunAt,
+	isValidTimezone,
+	normalizeInsightScheduleFrequency,
+	normalizeInsightTimezone,
+} from "../services/insight-schedule";
 
 const queueStatusSchema = z.enum(["queued", "skipped", "disabled"]);
-const generationToolSchema = z.enum([
-	"web_metrics",
-	"product_metrics",
-	"ops_context",
-	"business_context",
-]);
-const depthSchema = z.enum(["light", "standard", "deep"]);
-const frequencySchema = z.enum(["hourly", "daily", "weekly", "custom"]);
-const scheduledFrequencySchema = z.enum(["hourly", "daily", "weekly"]);
+const frequencySchema = z.enum(["daily", "weekly"]);
 const modelTierSchema = z.enum(["fast", "balanced", "deep"]);
+const queueReasonSchema = z.enum(["manual", "scheduled"]);
 const reasonSchema = z.enum(["manual", "scheduled", "cooldown_refresh"]);
 const deliverySchema = z.object({
 	channelId: z.string().min(1).max(120),
@@ -50,56 +50,48 @@ const deliverySchema = z.object({
 });
 
 const MAX_SLACK_DELIVERIES = 10;
-const CONFIG_UNIQUE_CONSTRAINTS = [
-	"insight_generation_configs_org_default_uidx",
-	"insight_generation_configs_org_website_uidx",
-];
+const CONFIG_UNIQUE_INDEX = "insight_generation_configs_org_uidx";
 const QUEUE_INSIGHT_GENERATION_ERROR =
 	"Failed to queue insight generation. Please try again shortly.";
 
-type SlackDelivery = z.infer<typeof deliverySchema>;
 type ConfigExecutor =
 	| typeof db
 	| Parameters<Parameters<typeof withTransaction>[0]>[0];
 
 const configPatchSchema = z.object({
-	allowedTools: z.array(generationToolSchema).min(1).max(4).optional(),
-	cooldownHours: z.number().int().min(1).max(168).optional(),
-	cron: z.string().min(1).max(120).nullable().optional(),
-	deliveries: z.array(deliverySchema).max(10).optional(),
-	depth: depthSchema.optional(),
 	enabled: z.boolean().optional(),
 	frequency: frequencySchema.optional(),
-	lookbackDays: z.number().int().min(1).max(90).optional(),
-	maxInsightsPerWebsite: z.number().int().min(1).max(10).optional(),
-	maxSteps: z.number().int().min(1).max(64).optional(),
-	maxToolCalls: z.number().int().min(1).max(64).optional(),
 	modelTier: modelTierSchema.optional(),
-	timezone: z.string().min(1).max(80).optional(),
+	timezone: z
+		.string()
+		.trim()
+		.min(1)
+		.max(64)
+		.refine(isValidTimezone, "Invalid IANA timezone")
+		.optional(),
+});
+const runPatchSchema = configPatchSchema.pick({
+	modelTier: true,
+	timezone: true,
+});
+const organizationScopeSchema = z.object({
+	organizationId: z.string().nullish(),
+	websiteId: z.never().optional(),
 });
 
 const configOutputSchema = z.object({
-	allowedTools: z.array(generationToolSchema),
-	cooldownHours: z.number(),
 	createdAt: z.union([z.date(), z.string()]).nullable(),
-	cron: z.string().nullable(),
 	deliveries: z.array(deliverySchema),
-	depth: depthSchema,
 	enabled: z.boolean(),
 	frequency: frequencySchema,
 	id: z.string().nullable(),
 	lastRunAt: z.union([z.date(), z.string()]).nullable(),
-	lookbackDays: z.number(),
-	maxInsightsPerWebsite: z.number(),
-	maxSteps: z.number(),
-	maxToolCalls: z.number(),
 	modelTier: modelTierSchema,
 	nextRunAt: z.union([z.date(), z.string()]).nullable(),
 	organizationId: z.string(),
-	source: z.enum(["default", "organization", "website"]),
+	source: z.enum(["default", "organization"]),
 	timezone: z.string(),
 	updatedAt: z.union([z.date(), z.string()]).nullable(),
-	websiteId: z.string().nullable(),
 });
 
 const runOutputSchema = z.object({
@@ -152,29 +144,18 @@ const DEFAULT_CONFIG: Omit<
 	| "organizationId"
 	| "source"
 	| "updatedAt"
-	| "websiteId"
 > = {
-	allowedTools: [...INSIGHT_GENERATION_DEFAULT_TOOLS],
-	cooldownHours: 6,
-	cron: null,
 	deliveries: [],
-	depth: "standard",
-	enabled: true,
+	enabled: false,
 	frequency: "weekly",
-	lookbackDays: 7,
-	maxInsightsPerWebsite: 3,
-	maxSteps: 24,
-	maxToolCalls: 16,
 	modelTier: "balanced",
 	timezone: "UTC",
 };
 
-type InsightGenerationConfigPatch = z.infer<typeof configPatchSchema>;
 export interface QueueInsightGenerationRunInput
-	extends InsightGenerationConfigPatch {
-	force?: boolean;
+	extends z.infer<typeof runPatchSchema> {
 	organizationId: string;
-	reason?: z.infer<typeof reasonSchema>;
+	reason?: z.infer<typeof queueReasonSchema>;
 	requestedByUserId?: string | null;
 	websiteIds?: string[];
 }
@@ -186,47 +167,46 @@ export interface QueueInsightGenerationRunResult {
 	status: z.infer<typeof queueStatusSchema>;
 }
 
-const CONFIG_PATCH_KEYS = Object.keys(
-	configPatchSchema.shape
-) as (keyof InsightGenerationConfigPatch)[];
+export function assertSingleActiveSlackBinding(bindingCount: number): void {
+	if (bindingCount === 0) {
+		throw rpcError.badRequest(
+			"Connect or use the Databuddy Slack app in this channel first"
+		);
+	}
+	if (bindingCount > 1) {
+		throw rpcError.badRequest(
+			"Multiple active Slack connections match this channel"
+		);
+	}
+}
 
 function rowToConfig(
 	row: InsightGenerationConfig | null,
 	fallback: z.infer<typeof configOutputSchema>,
-	source: "default" | "organization" | "website"
+	source: "default" | "organization"
 ): z.infer<typeof configOutputSchema> {
 	if (!row) {
 		return { ...fallback, source };
 	}
 
 	return {
-		allowedTools: row.allowedTools,
-		cooldownHours: row.cooldownHours,
 		createdAt: row.createdAt,
-		cron: row.cron,
 		deliveries: row.deliveries,
-		depth: row.depth,
 		enabled: row.enabled,
-		frequency: row.frequency,
+		frequency: normalizeInsightScheduleFrequency(row.frequency),
 		id: row.id,
 		lastRunAt: row.lastRunAt,
-		lookbackDays: row.lookbackDays,
-		maxInsightsPerWebsite: row.maxInsightsPerWebsite,
-		maxSteps: row.maxSteps,
-		maxToolCalls: row.maxToolCalls,
 		modelTier: row.modelTier,
-		nextRunAt: row.nextRunAt,
+		nextRunAt: row.enabled ? row.nextRunAt : null,
 		organizationId: row.organizationId,
 		source,
-		timezone: row.timezone,
+		timezone: normalizeInsightTimezone(row.timezone),
 		updatedAt: row.updatedAt,
-		websiteId: row.websiteId,
 	};
 }
 
 function defaultConfig(
-	organizationId: string,
-	websiteId: string | null
+	organizationId: string
 ): z.infer<typeof configOutputSchema> {
 	return {
 		...DEFAULT_CONFIG,
@@ -237,7 +217,6 @@ function defaultConfig(
 		organizationId,
 		source: "default",
 		updatedAt: null,
-		websiteId,
 	};
 }
 
@@ -245,13 +224,6 @@ function toSnapshot(
 	config: z.infer<typeof configOutputSchema>
 ): InsightGenerationConfigSnapshot {
 	return {
-		allowedTools: config.allowedTools,
-		cooldownHours: config.cooldownHours,
-		depth: config.depth,
-		lookbackDays: config.lookbackDays,
-		maxInsightsPerWebsite: config.maxInsightsPerWebsite,
-		maxSteps: config.maxSteps,
-		maxToolCalls: config.maxToolCalls,
 		modelTier: config.modelTier,
 		timezone: config.timezone,
 	};
@@ -261,64 +233,21 @@ function applyPatch(
 	config: z.infer<typeof configOutputSchema>,
 	patch: z.infer<typeof configPatchSchema>
 ): z.infer<typeof configOutputSchema> {
-	const cleanPatch = Object.fromEntries(
-		Object.entries(configPatchSchema.parse(patch)).filter(
-			([, value]) => value !== undefined
-		)
-	) as InsightGenerationConfigPatch;
-	const next = {
+	const parsed = configPatchSchema.parse(patch);
+	return {
 		...config,
-		...cleanPatch,
-		cron: cleanPatch.cron === undefined ? config.cron : cleanPatch.cron,
+		enabled: parsed.enabled ?? config.enabled,
+		frequency: parsed.frequency ?? config.frequency,
+		modelTier: parsed.modelTier ?? config.modelTier,
+		timezone: parsed.timezone ?? config.timezone,
 	};
-	if (next.frequency === "custom" && !next.cron) {
-		throw rpcError.badRequest("Custom frequency requires a cron expression");
-	}
-	if (next.frequency !== "custom") {
-		next.cron = null;
-	}
-	if (
-		next.frequency === "custom" &&
-		!getNextInsightRunAt({ ...next, enabled: true }, new Date())
-	) {
-		throw rpcError.badRequest("Custom cron expression is invalid");
-	}
-	return next;
 }
 
-function pickConfigPatch(
-	input: InsightGenerationConfigPatch
-): InsightGenerationConfigPatch {
-	return Object.fromEntries(
-		CONFIG_PATCH_KEYS.flatMap((key) =>
-			input[key] === undefined ? [] : [[key, input[key]]]
-		)
-	) as InsightGenerationConfigPatch;
-}
-
-async function resolveScope(
+async function resolveOrganization(
 	context: Context,
-	input: { organizationId?: string | null; websiteId?: string | null },
+	input: { organizationId?: string | null },
 	permission: "read" | "update"
-): Promise<{ organizationId: string; websiteId: string | null }> {
-	if (input.websiteId) {
-		const workspace = await withWorkspace(context, {
-			websiteId: input.websiteId,
-			resource: "website",
-			permissions: [permission === "read" ? "view_analytics" : "update"],
-		});
-		if (
-			input.organizationId &&
-			input.organizationId !== workspace.website.organizationId
-		) {
-			throw rpcError.badRequest("Website does not belong to organization");
-		}
-		return {
-			organizationId: workspace.website.organizationId,
-			websiteId: input.websiteId,
-		};
-	}
-
+): Promise<string> {
 	const organizationId = input.organizationId?.trim() || context.organizationId;
 	if (!organizationId) {
 		throw rpcError.badRequest("Organization ID is required");
@@ -328,204 +257,120 @@ async function resolveScope(
 		resource: "organization",
 		permissions: [permission],
 	});
-	return { organizationId, websiteId: null };
-}
-
-function scopeCondition(organizationId: string, websiteId: string | null) {
-	return websiteId
-		? and(
-				eq(insightGenerationConfigs.organizationId, organizationId),
-				eq(insightGenerationConfigs.websiteId, websiteId)
-			)
-		: and(
-				eq(insightGenerationConfigs.organizationId, organizationId),
-				isNull(insightGenerationConfigs.websiteId)
-			);
+	return organizationId;
 }
 
 async function findConfig(
 	organizationId: string,
-	websiteId: string | null,
 	executor: ConfigExecutor = db
 ): Promise<InsightGenerationConfig | null> {
 	const rows = await executor
 		.select()
 		.from(insightGenerationConfigs)
-		.where(scopeCondition(organizationId, websiteId))
+		.where(eq(insightGenerationConfigs.organizationId, organizationId))
+		.orderBy(insightGenerationConfigs.createdAt)
 		.limit(1);
 	return rows[0] ?? null;
 }
 
-async function getEffectiveConfig(
+async function getConfig(
 	organizationId: string,
-	websiteId: string | null,
 	executor: ConfigExecutor = db
 ): Promise<z.infer<typeof configOutputSchema>> {
-	const fallback = defaultConfig(organizationId, websiteId);
-	const orgConfig = await findConfig(organizationId, null, executor);
-	const orgEffective = rowToConfig(
-		orgConfig,
-		fallback,
-		orgConfig ? "organization" : "default"
-	);
-	if (!websiteId) {
-		return orgEffective;
-	}
-
-	const websiteConfig = await findConfig(organizationId, websiteId, executor);
+	const row = await findConfig(organizationId, executor);
 	return rowToConfig(
-		websiteConfig,
-		orgEffective,
-		websiteConfig ? "website" : orgEffective.source
+		row,
+		defaultConfig(organizationId),
+		row ? "organization" : "default"
 	);
 }
 
-async function writeEffectiveConfig(
-	scope: { organizationId: string; websiteId: string | null },
-	next: z.infer<typeof configOutputSchema>,
-	executor: ConfigExecutor = db,
-	deferCacheInvalidation = false
-): Promise<z.infer<typeof configOutputSchema>> {
-	const existing = await findConfig(
-		scope.organizationId,
-		scope.websiteId,
-		executor
-	);
-	const now = new Date();
-	const values = {
-		allowedTools: next.allowedTools,
-		cooldownHours: next.cooldownHours,
-		cron: next.cron,
-		deliveries: next.deliveries,
-		depth: next.depth,
-		enabled: next.enabled,
-		frequency: next.frequency,
-		lookbackDays: next.lookbackDays,
-		maxInsightsPerWebsite: next.maxInsightsPerWebsite,
-		maxSteps: next.maxSteps,
-		maxToolCalls: next.maxToolCalls,
-		modelTier: next.modelTier,
-		nextRunAt: getNextInsightRunAt(next, now),
-		timezone: next.timezone,
-	};
-
-	if (existing) {
-		await executor
-			.update(insightGenerationConfigs)
-			.set({ ...values, updatedAt: now })
-			.where(eq(insightGenerationConfigs.id, existing.id));
-	} else {
-		await executor.insert(insightGenerationConfigs).values({
-			id: randomUUIDv7(),
-			organizationId: scope.organizationId,
-			websiteId: scope.websiteId,
-			...values,
-		});
-	}
-
-	if (!deferCacheInvalidation) {
-		await invalidateInsightsCachesForOrganization(scope.organizationId).catch(
-			() => {
-				// Cache invalidation is best-effort after the config write succeeds.
-			}
-		);
-	}
-	return getEffectiveConfig(scope.organizationId, scope.websiteId, executor);
-}
-
-function runSlackDeliveryMutation(
-	scope: { organizationId: string; websiteId: string | null },
-	apply: (current: SlackDelivery[]) => SlackDelivery[],
-	patch?: InsightGenerationConfigPatch
+function runConfigMutation(
+	organizationId: string,
+	apply: (
+		current: z.infer<typeof configOutputSchema>
+	) => z.infer<typeof configOutputSchema>
 ): Promise<z.infer<typeof configOutputSchema>> {
 	return withTransaction(async (tx) => {
-		await tx
-			.select({ id: insightGenerationConfigs.id })
+		const [row] = await tx
+			.select()
 			.from(insightGenerationConfigs)
-			.where(scopeCondition(scope.organizationId, scope.websiteId))
+			.where(eq(insightGenerationConfigs.organizationId, organizationId))
 			.limit(1)
 			.for("update");
-		const current = await getEffectiveConfig(
-			scope.organizationId,
-			scope.websiteId,
-			tx
+		const current = rowToConfig(
+			row ?? null,
+			defaultConfig(organizationId),
+			row ? "organization" : "default"
 		);
-		const base = patch ? applyPatch(current, patch) : current;
-		const deliveries = apply(current.deliveries);
-		return writeEffectiveConfig(scope, { ...base, deliveries }, tx, true);
+		const next = apply(current);
+		const now = new Date();
+		const scheduleChanged =
+			!row ||
+			row.enabled !== next.enabled ||
+			row.frequency !== next.frequency ||
+			row.timezone !== next.timezone;
+		let nextRunAt = row?.nextRunAt ?? null;
+		if (!next.enabled) {
+			nextRunAt = null;
+		} else if (scheduleChanged || !nextRunAt) {
+			nextRunAt = getNextInsightRunAt(next, now);
+		}
+		const values = {
+			deliveries: next.deliveries,
+			enabled: next.enabled,
+			frequency: next.frequency,
+			modelTier: next.modelTier,
+			nextRunAt,
+			timezone: next.timezone,
+		};
+
+		if (row) {
+			await tx
+				.update(insightGenerationConfigs)
+				.set({ ...values, updatedAt: now })
+				.where(eq(insightGenerationConfigs.id, row.id));
+		} else {
+			await tx.insert(insightGenerationConfigs).values({
+				id: randomUUIDv7(),
+				organizationId,
+				...values,
+			});
+		}
+
+		return getConfig(organizationId, tx);
 	});
 }
 
-async function mutateSlackDeliveries(
-	scope: { organizationId: string; websiteId: string | null },
-	apply: (current: SlackDelivery[]) => SlackDelivery[],
-	patch?: InsightGenerationConfigPatch
+export async function mutateConfig(
+	organizationId: string,
+	apply: (
+		current: z.infer<typeof configOutputSchema>
+	) => z.infer<typeof configOutputSchema>
 ): Promise<z.infer<typeof configOutputSchema>> {
 	let result: z.infer<typeof configOutputSchema>;
 	try {
-		result = await runSlackDeliveryMutation(scope, apply, patch);
+		result = await runConfigMutation(organizationId, apply);
 	} catch (error) {
-		const isFirstInsertRace = CONFIG_UNIQUE_CONSTRAINTS.some((constraint) =>
-			isUniqueViolationFor(error, constraint)
-		);
+		const isFirstInsertRace = isUniqueViolationFor(error, CONFIG_UNIQUE_INDEX);
 		if (!isFirstInsertRace) {
 			throw error;
 		}
-		result = await runSlackDeliveryMutation(scope, apply, patch);
+		result = await runConfigMutation(organizationId, apply);
 	}
-	await invalidateInsightsCachesForOrganization(scope.organizationId).catch(
-		() => {
-			// Cache invalidation is best-effort after the config write commits.
-		}
-	);
+	await invalidateInsightsCachesForOrganization(organizationId).catch(() => {
+		// Cache invalidation is best-effort after the config write commits.
+	});
 	return result;
 }
 
-export async function ensureOrganizationInsightGenerationConfig(
-	organizationId: string,
-	patch: InsightGenerationConfigPatch = {}
-): Promise<z.infer<typeof configOutputSchema>> {
-	const existing = await findConfig(organizationId, null);
-	if (existing) {
-		return rowToConfig(
-			existing,
-			defaultConfig(organizationId, null),
-			"organization"
-		);
-	}
-
-	const next = applyPatch(defaultConfig(organizationId, null), patch);
-	const now = new Date();
-	await db
-		.insert(insightGenerationConfigs)
-		.values({
-			id: randomUUIDv7(),
-			organizationId,
-			websiteId: null,
-			allowedTools: next.allowedTools,
-			cooldownHours: next.cooldownHours,
-			cron: next.cron,
-			deliveries: next.deliveries,
-			depth: next.depth,
-			enabled: next.enabled,
-			frequency: next.frequency,
-			lookbackDays: next.lookbackDays,
-			maxInsightsPerWebsite: next.maxInsightsPerWebsite,
-			maxSteps: next.maxSteps,
-			maxToolCalls: next.maxToolCalls,
-			modelTier: next.modelTier,
-			nextRunAt: getNextInsightRunAt(next, now),
-			timezone: next.timezone,
-		})
-		.onConflictDoNothing();
-
-	return getEffectiveConfig(organizationId, null);
-}
-
 async function listTargetWebsites(
 	organizationId: string,
 	websiteIds: string[] | undefined
 ): Promise<Array<{ id: string }>> {
+	if (websiteIds?.length === 0) {
+		throw rpcError.badRequest("Select at least one website");
+	}
 	const conditions = [
 		eq(websites.organizationId, organizationId),
 		isNull(websites.deletedAt),
@@ -548,36 +393,79 @@ async function listTargetWebsites(
 	return rows;
 }
 
+async function findActiveInsightRun(
+	organizationId: string
+): Promise<{ id: string; totalItems: number } | null> {
+	const [active] = await db
+		.select({ id: insightRuns.id, totalItems: insightRuns.totalItems })
+		.from(insightRuns)
+		.where(
+			and(
+				eq(insightRuns.organizationId, organizationId),
+				inArray(insightRuns.status, INSIGHT_RUN_ACTIVE_STATUSES)
+			)
+		)
+		.orderBy(desc(insightRuns.createdAt))
+		.limit(1);
+
+	return active ?? null;
+}
+
+function reusedInsightRun(active: {
+	id: string;
+	totalItems: number;
+}): QueueInsightGenerationRunResult {
+	return {
+		queuedItems: active.totalItems,
+		reusedRun: true,
+		runId: active.id,
+		status: "queued",
+	};
+}
+
+async function insertInsightRunOrFindActive(
+	organizationId: string,
+	run: typeof insightRuns.$inferInsert,
+	items: (typeof insightRunItems.$inferInsert)[]
+): Promise<{ id: string; totalItems: number } | null> {
+	let conflict: unknown;
+	for (let attempt = 0; attempt < 2; attempt += 1) {
+		try {
+			await withTransaction(async (tx) => {
+				await tx.insert(insightRuns).values(run);
+				if (items.length > 0) {
+					await tx.insert(insightRunItems).values(items);
+				}
+			});
+			return null;
+		} catch (error) {
+			if (!isUniqueViolationFor(error, INSIGHT_RUN_ACTIVE_UNIQUE_INDEX)) {
+				throw error;
+			}
+			conflict = error;
+			const active = await findActiveInsightRun(organizationId);
+			if (active) {
+				return active;
+			}
+		}
+	}
+	throw conflict;
+}
+
 export async function queueInsightGenerationRun(
 	input: QueueInsightGenerationRunInput
 ): Promise<QueueInsightGenerationRunResult> {
-	const baseConfig = await ensureOrganizationInsightGenerationConfig(
-		input.organizationId
-	);
-	const runPatch = pickConfigPatch(input);
+	if (input.websiteIds?.length === 0) {
+		throw rpcError.badRequest("Select at least one website");
+	}
+	const baseConfig = await getConfig(input.organizationId);
+	const runPatch = runPatchSchema.parse(input);
 	const runConfig = applyPatch(baseConfig, runPatch);
 	const reason = input.reason ?? "manual";
 
-	if (!input.force) {
-		const [active] = await db
-			.select({ id: insightRuns.id, totalItems: insightRuns.totalItems })
-			.from(insightRuns)
-			.where(
-				and(
-					eq(insightRuns.organizationId, input.organizationId),
-					inArray(insightRuns.status, ["queued", "running"])
-				)
-			)
-			.orderBy(desc(insightRuns.createdAt))
-			.limit(1);
-		if (active) {
-			return {
-				queuedItems: active.totalItems,
-				reusedRun: true,
-				runId: active.id,
-				status: "queued",
-			};
-		}
+	const active = await findActiveInsightRun(input.organizationId);
+	if (active) {
+		return reusedInsightRun(active);
 	}
 
 	if (reason !== "manual" && !runConfig.enabled) {
@@ -589,73 +477,65 @@ export async function queueInsightGenerationRun(
 		input.websiteIds
 	);
 	const runId = randomUUIDv7();
-	const items = await Promise.all(
-		targetWebsites.map(async (website) => {
-			const websiteConfig = await getEffectiveConfig(
-				input.organizationId,
-				website.id
-			);
-			const config = applyPatch(websiteConfig, runPatch);
-			if (reason !== "manual" && !config.enabled) {
-				return null;
-			}
-			const itemId = randomUUIDv7();
-			return {
-				config: toSnapshot(config),
-				itemId,
-				jobId: insightsWebsiteJobId(runId, website.id),
-				websiteId: website.id,
-			};
-		})
-	);
-	const queueItems = items.filter((item) => item !== null);
+	const config = toSnapshot(runConfig);
+	const queueItems = targetWebsites.map((website) => {
+		const itemId = randomUUIDv7();
+		return {
+			config,
+			itemId,
+			jobId: insightsWebsiteJobId(runId, website.id),
+			websiteId: website.id,
+		};
+	});
 	const requestedByUserId = input.requestedByUserId ?? null;
 	const now = new Date();
 
-	await db.insert(insightRuns).values({
-		id: runId,
+	const runItems = queueItems.map((item) => ({
+		id: item.itemId,
+		runId,
 		organizationId: input.organizationId,
-		requestedByUserId,
-		reason,
-		status: queueItems.length === 0 ? "skipped" : "queued",
-		timezone: runConfig.timezone,
-		totalItems: queueItems.length,
-		...(queueItems.length === 0 ? { finishedAt: now } : {}),
-	});
+		websiteId: item.websiteId,
+		queueJobId: item.jobId,
+		configSnapshot: item.config,
+	}));
+	const concurrentRun = await insertInsightRunOrFindActive(
+		input.organizationId,
+		{
+			id: runId,
+			organizationId: input.organizationId,
+			requestedByUserId,
+			reason,
+			status: queueItems.length === 0 ? "skipped" : "queued",
+			timezone: runConfig.timezone,
+			totalItems: queueItems.length,
+			...(queueItems.length === 0 ? { finishedAt: now } : {}),
+		},
+		runItems
+	);
+	if (concurrentRun) {
+		return reusedInsightRun(concurrentRun);
+	}
 
 	if (queueItems.length === 0) {
 		return { queuedItems: 0, runId, status: "skipped" };
 	}
 
-	await db.insert(insightRunItems).values(
-		queueItems.map((item) => ({
-			id: item.itemId,
-			runId,
-			organizationId: input.organizationId,
-			websiteId: item.websiteId,
-			queueJobId: item.jobId,
-			configSnapshot: item.config,
-		}))
-	);
-
 	try {
 		const queue = getInsightsQueue();
-		await Promise.all(
-			queueItems.map((item) =>
-				queue.add(
-					INSIGHTS_GENERATE_WEBSITE_JOB_NAME,
-					{
-						config: item.config,
-						itemId: item.itemId,
-						organizationId: input.organizationId,
-						reason: reason as InsightGenerationReason,
-						requestedByUserId,
-						runId,
-						websiteId: item.websiteId,
-					},
-					{ jobId: item.jobId }
-				)
-			)
+		await queue.addBulk(
+			queueItems.map((item) => ({
+				name: INSIGHTS_GENERATE_WEBSITE_JOB_NAME,
+				data: {
+					config: item.config,
+					itemId: item.itemId,
+					organizationId: input.organizationId,
+					reason,
+					requestedByUserId,
+					runId,
+					websiteId: item.websiteId,
+				},
+				opts: { jobId: item.jobId },
+			}))
 		);
 	} catch (error) {
 		logger.error(
@@ -699,16 +579,11 @@ export const insightGenerationRouter = {
 			summary: "Get insight generation config",
 			tags: ["Insights"],
 		})
-		.input(
-			z.object({
-				organizationId: z.string().nullish(),
-				websiteId: z.string().nullish(),
-			})
-		)
+		.input(organizationScopeSchema)
 		.output(configOutputSchema)
 		.handler(async ({ context, input }) => {
-			const scope = await resolveScope(context, input, "read");
-			return getEffectiveConfig(scope.organizationId, scope.websiteId);
+			const organizationId = await resolveOrganization(context, input, "read");
+			return getConfig(organizationId);
 		}),
 
 	upsertConfig: protectedProcedure
@@ -718,90 +593,111 @@ export const insightGenerationRouter = {
 			summary: "Create or update insight generation config",
 			tags: ["Insights"],
 		})
-		.input(
-			z
-				.object({
-					organizationId: z.string().nullish(),
-					websiteId: z.string().nullish(),
-				})
-				.extend(configPatchSchema.shape)
-		)
+		.input(organizationScopeSchema.extend(configPatchSchema.shape))
 		.output(configOutputSchema)
 		.handler(async ({ context, input }) => {
-			const scope = await resolveScope(context, input, "update");
-			const current = await getEffectiveConfig(
-				scope.organizationId,
-				scope.websiteId
+			const organizationId = await resolveOrganization(
+				context,
+				input,
+				"update"
+			);
+			return mutateConfig(organizationId, (current) =>
+				applyPatch(current, input)
 			);
-			const next = applyPatch(current, input);
-			return writeEffectiveConfig(scope, next);
 		}),
 
 	addSlackDelivery: protectedProcedure
 		.route({
 			method: "POST",
 			path: "/insights/generation/addSlackDelivery",
-			summary: "Route an insight digest to a Slack channel",
+			summary: "Send findings to a Slack channel",
 			tags: ["Insights"],
 		})
 		.input(
-			z.object({
+			organizationScopeSchema.extend({
 				channelId: z.string().min(1).max(120),
-				frequency: scheduledFrequencySchema.optional(),
-				organizationId: z.string().nullish(),
-				websiteId: z.string().nullish(),
+				frequency: frequencySchema.optional(),
 			})
 		)
 		.output(configOutputSchema)
 		.handler(async ({ context, input }) => {
-			const scope = await resolveScope(context, input, "update");
-			return mutateSlackDeliveries(
-				scope,
-				(current) => {
-					const filtered = current.filter(
-						(delivery) =>
-							!(
-								delivery.type === "slack" &&
-								delivery.channelId === input.channelId
-							)
-					);
-					if (filtered.length >= MAX_SLACK_DELIVERIES) {
-						throw rpcError.badRequest(
-							`Cannot route to more than ${MAX_SLACK_DELIVERIES} Slack channels`
-						);
-					}
-					return [...filtered, { channelId: input.channelId, type: "slack" }];
-				},
-				input.frequency ? { frequency: input.frequency } : undefined
+			const organizationId = await resolveOrganization(
+				context,
+				input,
+				"update"
 			);
+			const bindings = await db
+				.select({ id: slackChannelBindings.id })
+				.from(slackChannelBindings)
+				.innerJoin(
+					slackIntegrations,
+					and(
+						eq(slackChannelBindings.integrationId, slackIntegrations.id),
+						eq(slackIntegrations.organizationId, organizationId),
+						eq(slackIntegrations.status, "active")
+					)
+				)
+				.where(eq(slackChannelBindings.slackChannelId, input.channelId))
+				.limit(2);
+			assertSingleActiveSlackBinding(bindings.length);
+			return mutateConfig(organizationId, (current) => {
+				const filtered = current.deliveries.filter(
+					(delivery) =>
+						!(
+							delivery.type === "slack" &&
+							delivery.channelId === input.channelId
+						)
+				);
+				if (filtered.length >= MAX_SLACK_DELIVERIES) {
+					throw rpcError.badRequest(
+						`Cannot route to more than ${MAX_SLACK_DELIVERIES} Slack channels`
+					);
+				}
+				const base = applyPatch(
+					current,
+					input.frequency
+						? { enabled: true, frequency: input.frequency }
+						: { enabled: true }
+				);
+				return {
+					...base,
+					deliveries: [
+						...filtered,
+						{ channelId: input.channelId, type: "slack" },
+					],
+				};
+			});
 		}),
 
 	removeSlackDelivery: protectedProcedure
 		.route({
 			method: "POST",
 			path: "/insights/generation/removeSlackDelivery",
-			summary: "Stop routing an insight digest to a Slack channel",
+			summary: "Stop sending findings to a Slack channel",
 			tags: ["Insights"],
 		})
 		.input(
-			z.object({
+			organizationScopeSchema.extend({
 				channelId: z.string().min(1).max(120),
-				organizationId: z.string().nullish(),
-				websiteId: z.string().nullish(),
 			})
 		)
 		.output(configOutputSchema)
 		.handler(async ({ context, input }) => {
-			const scope = await resolveScope(context, input, "update");
-			return mutateSlackDeliveries(scope, (current) =>
-				current.filter(
+			const organizationId = await resolveOrganization(
+				context,
+				input,
+				"update"
+			);
+			return mutateConfig(organizationId, (current) => ({
+				...current,
+				deliveries: current.deliveries.filter(
 					(delivery) =>
 						!(
 							delivery.type === "slack" &&
 							delivery.channelId === input.channelId
 						)
-				)
-			);
+				),
+			}));
 		}),
 
 	triggerRun: protectedProcedure
@@ -814,30 +710,31 @@ export const insightGenerationRouter = {
 		.input(
 			z
 				.object({
-					force: z.boolean().default(false),
 					organizationId: z.string().nullish(),
-					reason: reasonSchema.default("manual"),
-					websiteIds: z.array(z.string().min(1)).max(100).optional(),
+					websiteIds: z.array(z.string().min(1)).min(1).max(100).optional(),
 				})
-				.extend(configPatchSchema.shape)
+				.extend(runPatchSchema.shape)
 		)
 		.output(
 			z.object({
 				queuedItems: z.number(),
+				reusedRun: z.boolean().optional(),
 				runId: z.string().optional(),
 				status: queueStatusSchema,
 			})
 		)
 		.handler(async ({ context, input }) => {
-			const scope = await resolveScope(
+			const organizationId = await resolveOrganization(
 				context,
-				{ organizationId: input.organizationId },
+				input,
 				"update"
 			);
 			return queueInsightGenerationRun({
-				...input,
-				organizationId: scope.organizationId,
+				modelTier: input.modelTier,
+				organizationId,
 				requestedByUserId: context.user?.id ?? null,
+				timezone: input.timezone,
+				websiteIds: input.websiteIds,
 			});
 		}),
 
@@ -872,29 +769,4 @@ export const insightGenerationRouter = {
 
 			return { items, run };
 		}),
-
-	listRuns: protectedProcedure
-		.route({
-			method: "POST",
-			path: "/insights/generation/listRuns",
-			summary: "List insight generation runs",
-			tags: ["Insights"],
-		})
-		.input(
-			z.object({
-				limit: z.number().int().min(1).max(100).default(20),
-				organizationId: z.string().nullish(),
-			})
-		)
-		.output(z.object({ runs: z.array(runOutputSchema) }))
-		.handler(async ({ context, input }) => {
-			const scope = await resolveScope(context, input, "read");
-			const runs = await db
-				.select()
-				.from(insightRuns)
-				.where(eq(insightRuns.organizationId, scope.organizationId))
-				.orderBy(desc(insightRuns.createdAt))
-				.limit(input.limit);
-			return { runs };
-		}),
 };
diff --git a/packages/rpc/src/routers/insights.ts b/packages/rpc/src/routers/insights.ts
index 4f3fc2913..92b0c4521 100644
--- a/packages/rpc/src/routers/insights.ts
+++ b/packages/rpc/src/routers/insights.ts
@@ -1,18 +1,6 @@
-import {
-	and,
-	db,
-	desc,
-	eq,
-	gte,
-	inArray,
-	isNull,
-	ne,
-	sql,
-} from "@databuddy/db";
+import { and, db, desc, eq, inArray, isNull, ne, sql } from "@databuddy/db";
 import {
 	analyticsInsights,
-	type AnalyticsInsightMetric,
-	type AnalyticsInsightSource,
 	insightRollups,
 	insightUserFeedback,
 	websites,
@@ -21,106 +9,120 @@ import {
 	cacheNamespaces,
 	cacheTags,
 	cacheable,
-	getRedisCache,
 	invalidateAgentContextSnapshotsForOwner,
 	invalidateInsightsCachesForOrganization,
 } from "@databuddy/redis";
 import { ratelimit } from "@databuddy/redis/rate-limit";
+import {
+	insightEvidenceSchema,
+	insightMetricSchema,
+	insightSentimentSchema,
+	insightSeveritySchema,
+	insightSourceSchema,
+	storedInsightActionSchema,
+	storedInsightTypeSchema,
+} from "@databuddy/shared/insights";
 import { randomUUIDv7 } from "bun";
-import dayjs from "dayjs";
 import { z } from "zod";
 import { rpcError } from "../errors";
 import { sessionProcedure } from "../orpc";
 import { withWorkspace } from "../procedures/with-workspace";
-import { queueInsightGenerationRun } from "./insight-generation";
 
 const voteSchema = z.enum(["up", "down"]);
 const rangeSchema = z.enum(["7d", "30d", "90d"]);
 const insightStatusSchema = z.enum(["open", "resolved"]);
 const insightResolvedReasonSchema = z.enum(["recovered", "stale"]);
 
-const CACHE_TTL = 900;
-const NEGATIVE_CACHE_TTL = Math.floor(CACHE_TTL / 3);
-const CACHE_KEY_PREFIX = "ai-insights";
-const GENERATION_COOLDOWN_HOURS = 6;
-const STALE_INSIGHTS_LOOKBACK_DAYS = 14;
-const TOP_INSIGHTS_LIMIT = 10;
 const NARRATIVE_RATE_LIMIT = 30;
 const NARRATIVE_RATE_WINDOW_SECS = 3600;
 const NARRATIVE_CACHE_TTL_SECS = 3600;
-const NARRATIVE_INSIGHTS_LIMIT = 5;
 const INSIGHT_READ_RATE_LIMIT = 120;
 const INSIGHT_READ_RATE_WINDOW_SECS = 60;
 
-const insightMetricSchema = z.object({
-	current: z.number(),
-	format: z.enum(["number", "percent", "duration_ms", "duration_s"]),
-	label: z.string(),
-	previous: z.number().optional(),
-});
-
-const insightEvidenceSchema = z.object({
-	description: z.string(),
-	type: z.string(),
-});
-
-const insightActionSchema = z.object({
-	label: z.string(),
-	params: z.record(z.string(), z.string()),
+const investigationDepthSchema = z.enum(["surface", "investigated", "deep"]);
+const historyInsightEvidenceSchema = insightEvidenceSchema.extend({
 	type: z.string(),
 });
 
-const investigationDepthSchema = z.enum(["surface", "investigated", "deep"]);
-
-const websiteInsightSchema = z.object({
-	actions: z.array(insightActionSchema).nullable().optional(),
-	chainId: z.string().nullable().optional(),
+const historyInsightSchema = z.object({
+	actions: z.array(storedInsightActionSchema).nullable().optional(),
 	changePercent: z.number().optional(),
 	confidence: z.number(),
+	createdAt: z.string(),
+	currentPeriodFrom: z.string().nullable(),
+	currentPeriodTo: z.string().nullable(),
 	description: z.string(),
-	evidence: z.array(insightEvidenceSchema).nullable().optional(),
+	evidence: z.array(historyInsightEvidenceSchema).nullable().optional(),
 	id: z.string(),
 	impactSummary: z.string().optional(),
 	investigationDepth: investigationDepthSchema.nullable().optional(),
 	link: z.string(),
 	metrics: z.array(insightMetricSchema),
+	previousPeriodFrom: z.string().nullable(),
+	previousPeriodTo: z.string().nullable(),
 	priority: z.number(),
+	resolvedAt: z.string().nullable(),
+	resolvedReason: insightResolvedReasonSchema.nullable(),
 	rootCause: z.string().nullable().optional(),
-	sentiment: z.string(),
-	severity: z.string(),
-	sources: z.array(z.enum(["web", "product", "ops", "business"])),
+	runId: z.string(),
+	sentiment: insightSentimentSchema,
+	severity: insightSeveritySchema,
+	sources: z.array(insightSourceSchema),
+	status: insightStatusSchema,
 	subjectKey: z.string(),
 	suggestion: z.string(),
+	timezone: z.string().nullable(),
 	title: z.string(),
-	type: z.string(),
+	type: storedInsightTypeSchema,
 	websiteDomain: z.string(),
 	websiteId: z.string(),
 	websiteName: z.string().nullable(),
 });
 
-const historyInsightSchema = websiteInsightSchema.extend({
-	createdAt: z.string(),
-	currentPeriodFrom: z.string().nullable(),
-	currentPeriodTo: z.string().nullable(),
-	previousPeriodFrom: z.string().nullable(),
-	previousPeriodTo: z.string().nullable(),
-	resolvedAt: z.string().nullable(),
-	resolvedReason: insightResolvedReasonSchema.nullable(),
-	runId: z.string(),
-	status: insightStatusSchema,
-	timezone: z.string().nullable(),
-});
+const insightSelection = {
+	actions: analyticsInsights.actions,
+	changePercent: analyticsInsights.changePercent,
+	confidence: analyticsInsights.confidence,
+	createdAt: analyticsInsights.createdAt,
+	currentPeriodFrom: analyticsInsights.currentPeriodFrom,
+	currentPeriodTo: analyticsInsights.currentPeriodTo,
+	description: analyticsInsights.description,
+	evidence: analyticsInsights.evidence,
+	id: analyticsInsights.id,
+	impactSummary: analyticsInsights.impactSummary,
+	investigationDepth: analyticsInsights.investigationDepth,
+	metrics: analyticsInsights.metrics,
+	organizationId: analyticsInsights.organizationId,
+	previousPeriodFrom: analyticsInsights.previousPeriodFrom,
+	previousPeriodTo: analyticsInsights.previousPeriodTo,
+	priority: analyticsInsights.priority,
+	resolvedAt: analyticsInsights.resolvedAt,
+	resolvedReason: analyticsInsights.resolvedReason,
+	rootCause: analyticsInsights.rootCause,
+	runId: analyticsInsights.runId,
+	sentiment: analyticsInsights.sentiment,
+	severity: analyticsInsights.severity,
+	sources: analyticsInsights.sources,
+	status: analyticsInsights.status,
+	subjectKey: analyticsInsights.subjectKey,
+	suggestion: analyticsInsights.suggestion,
+	timezone: analyticsInsights.timezone,
+	title: analyticsInsights.title,
+	type: analyticsInsights.type,
+	websiteDomain: websites.domain,
+	websiteId: analyticsInsights.websiteId,
+	websiteName: websites.name,
+};
 
-interface RawInsightShape {
-	changePercent: number | null;
-	impactSummary: string | null;
-	metrics: unknown;
-	sentiment: string;
-	severity: string;
-	sources: unknown;
-	type: string;
+function selectInsights() {
+	return db
+		.select(insightSelection)
+		.from(analyticsInsights)
+		.innerJoin(websites, eq(analyticsInsights.websiteId, websites.id));
 }
 
+type InsightRow = Awaited<ReturnType<typeof selectInsights>>[number];
+
 function buildInsightLink(websiteId: string, type: string): string {
 	const base = `/websites/${websiteId}`;
 	if (
@@ -152,38 +154,45 @@ function buildInsightLink(websiteId: string, type: string): string {
 	return base;
 }
 
-function parseInsightShape(row: RawInsightShape) {
+function serializeInsight(
+	row: InsightRow
+): z.infer<typeof historyInsightSchema> {
 	return {
-		severity: row.severity,
-		sentiment: row.sentiment,
-		type: row.type,
-		sources: (row.sources as AnalyticsInsightSource[] | null) ?? [],
-		metrics: (row.metrics as AnalyticsInsightMetric[] | null) ?? [],
+		actions: row.actions ?? null,
 		changePercent: row.changePercent ?? undefined,
+		confidence: row.confidence,
+		createdAt: row.createdAt.toISOString(),
+		currentPeriodFrom: row.currentPeriodFrom,
+		currentPeriodTo: row.currentPeriodTo,
+		description: row.description,
+		evidence: row.evidence ?? null,
+		id: row.id,
 		impactSummary: row.impactSummary ?? undefined,
+		investigationDepth: row.investigationDepth ?? null,
+		link: buildInsightLink(row.websiteId, row.type),
+		metrics: row.metrics ?? [],
+		previousPeriodFrom: row.previousPeriodFrom,
+		previousPeriodTo: row.previousPeriodTo,
+		priority: row.priority,
+		resolvedAt: row.resolvedAt?.toISOString() ?? null,
+		resolvedReason: row.resolvedReason ?? null,
+		rootCause: row.rootCause,
+		runId: row.runId,
+		sentiment: row.sentiment,
+		severity: row.severity,
+		sources: row.sources ?? [],
+		status: row.status,
+		subjectKey: row.subjectKey,
+		suggestion: row.suggestion,
+		timezone: row.timezone,
+		title: row.title,
+		type: row.type,
+		websiteDomain: row.websiteDomain,
+		websiteId: row.websiteId,
+		websiteName: row.websiteName,
 	};
 }
 
-function getRedis() {
-	try {
-		return getRedisCache();
-	} catch {
-		return null;
-	}
-}
-
-function tryCacheSet(
-	redis: ReturnType<typeof getRedis>,
-	key: string,
-	ttl: number,
-	payload: unknown
-): void {
-	if (!redis) {
-		return;
-	}
-	redis.setex(key, ttl, JSON.stringify(payload)).catch(() => {});
-}
-
 async function invalidateInsightsCacheForOrg(
 	organizationId: string
 ): Promise<void> {
@@ -193,118 +202,6 @@ async function invalidateInsightsCacheForOrg(
 	]);
 }
 
-async function getInsightsFromDb(options: {
-	limit?: number;
-	organizationId: string;
-	since?: Date;
-}): Promise<z.infer<typeof websiteInsightSchema>[]> {
-	const whereClause = options.since
-		? and(
-				eq(analyticsInsights.organizationId, options.organizationId),
-				eq(analyticsInsights.status, "open"),
-				gte(analyticsInsights.createdAt, options.since),
-				isNull(websites.deletedAt)
-			)
-		: and(
-				eq(analyticsInsights.organizationId, options.organizationId),
-				eq(analyticsInsights.status, "open"),
-				isNull(websites.deletedAt)
-			);
-
-	const rows = await db
-		.select({
-			id: analyticsInsights.id,
-			websiteId: analyticsInsights.websiteId,
-			websiteName: websites.name,
-			websiteDomain: websites.domain,
-			title: analyticsInsights.title,
-			description: analyticsInsights.description,
-			suggestion: analyticsInsights.suggestion,
-			severity: analyticsInsights.severity,
-			sentiment: analyticsInsights.sentiment,
-			type: analyticsInsights.type,
-			priority: analyticsInsights.priority,
-			changePercent: analyticsInsights.changePercent,
-			subjectKey: analyticsInsights.subjectKey,
-			sources: analyticsInsights.sources,
-			confidence: analyticsInsights.confidence,
-			impactSummary: analyticsInsights.impactSummary,
-			rootCause: analyticsInsights.rootCause,
-			evidence: analyticsInsights.evidence,
-			investigationDepth: analyticsInsights.investigationDepth,
-			actions: analyticsInsights.actions,
-			chainId: analyticsInsights.chainId,
-			metrics: analyticsInsights.metrics,
-			createdAt: analyticsInsights.createdAt,
-		})
-		.from(analyticsInsights)
-		.innerJoin(websites, eq(analyticsInsights.websiteId, websites.id))
-		.where(whereClause)
-		.orderBy(
-			desc(analyticsInsights.priority),
-			desc(analyticsInsights.createdAt)
-		)
-		.limit(options.limit ?? TOP_INSIGHTS_LIMIT);
-
-	return rows.map((row) => ({
-		id: row.id,
-		websiteId: row.websiteId,
-		websiteName: row.websiteName,
-		websiteDomain: row.websiteDomain,
-		link: buildInsightLink(row.websiteId, row.type),
-		title: row.title,
-		description: row.description,
-		suggestion: row.suggestion,
-		priority: row.priority,
-		subjectKey: row.subjectKey,
-		confidence: row.confidence,
-		rootCause: row.rootCause,
-		evidence: row.evidence ?? null,
-		investigationDepth: row.investigationDepth ?? null,
-		actions: row.actions ?? null,
-		chainId: row.chainId ?? null,
-		...parseInsightShape(row),
-	}));
-}
-
-const RANGE_WORDS: Record<z.infer<typeof rangeSchema>, string> = {
-	"7d": "week",
-	"30d": "month",
-	"90d": "quarter",
-};
-
-function rangeWord(range: z.infer<typeof rangeSchema>): string {
-	return RANGE_WORDS[range];
-}
-
-function buildDeterministicNarrative(
-	range: z.infer<typeof rangeSchema>,
-	topInsights: {
-		changePercent: number | null;
-		severity: string;
-		title: string;
-		websiteName: string | null;
-	}[]
-): string {
-	const word = rangeWord(range);
-	const headline = topInsights[0];
-	if (!headline) {
-		return `All systems healthy this ${word}. No actionable signals detected.`;
-	}
-	const siteSuffix = headline.websiteName ? ` on ${headline.websiteName}` : "";
-	const change =
-		headline.changePercent == null
-			? ""
-			: ` (${headline.changePercent > 0 ? "+" : ""}${headline.changePercent.toFixed(0)}%)`;
-	if (topInsights.length === 1) {
-		return `This ${word}: ${headline.title}${change}${siteSuffix}.`;
-	}
-	const extra = topInsights.length - 1;
-	return `This ${word}: ${headline.title}${change}${siteSuffix}, plus ${extra} more signal${extra === 1 ? "" : "s"} worth reviewing.`;
-}
-
-const RANGE_TO_DAYS = { "7d": 7, "30d": 30, "90d": 90 } as const;
-
 const loadNarrativeCached = cacheable(
 	async function loadNarrativeCached(
 		organizationId: string,
@@ -324,37 +221,11 @@ const loadNarrativeCached = cacheable(
 			)
 			.limit(1);
 
-		if (rollup) {
-			return {
-				generatedAt: rollup.generatedAt.toISOString(),
-				narrative: rollup.narrative,
-			};
-		}
-
-		const cutoff = dayjs().subtract(RANGE_TO_DAYS[range], "day").toDate();
-		const topInsights = await db
-			.select({
-				title: analyticsInsights.title,
-				severity: analyticsInsights.severity,
-				changePercent: analyticsInsights.changePercent,
-				websiteName: websites.name,
-			})
-			.from(analyticsInsights)
-			.innerJoin(websites, eq(analyticsInsights.websiteId, websites.id))
-			.where(
-				and(
-					eq(analyticsInsights.organizationId, organizationId),
-					eq(analyticsInsights.status, "open"),
-					gte(analyticsInsights.createdAt, cutoff),
-					isNull(websites.deletedAt)
-				)
-			)
-			.orderBy(desc(analyticsInsights.priority))
-			.limit(NARRATIVE_INSIGHTS_LIMIT);
-
 		return {
-			generatedAt: new Date().toISOString(),
-			narrative: buildDeterministicNarrative(range, topInsights),
+			generatedAt:
+				rollup?.generatedAt.toISOString() ?? new Date().toISOString(),
+			narrative:
+				rollup?.narrative ?? "No summary yet. Run an analysis to create one.",
 		};
 	},
 	{
@@ -365,116 +236,6 @@ const loadNarrativeCached = cacheable(
 );
 
 export const insightsRouter = {
-	feed: sessionProcedure
-		.route({
-			method: "POST",
-			path: "/insights/feed",
-			tags: ["Insights"],
-			summary: "Get current insight feed and queue generation when stale",
-		})
-		.input(
-			z.object({
-				organizationId: z.string().min(1),
-				timezone: z.string().min(1).max(80).default("UTC"),
-			})
-		)
-		.output(
-			z.object({
-				generation: z
-					.object({
-						queuedItems: z.number().optional(),
-						runId: z.string().optional(),
-						status: z.enum(["queued", "skipped", "disabled", "unavailable"]),
-					})
-					.optional(),
-				insights: z.array(websiteInsightSchema),
-				source: z.enum(["ai", "fallback"]),
-				success: z.literal(true),
-			})
-		)
-		.handler(async ({ context, input }) => {
-			await withWorkspace(context, {
-				organizationId: input.organizationId,
-				resource: "organization",
-				permissions: ["read"],
-			});
-
-			const redis = getRedis();
-			const cacheKey = `${CACHE_KEY_PREFIX}:${input.organizationId}:${input.timezone}`;
-
-			if (redis) {
-				try {
-					const cached = await redis.get(cacheKey);
-					if (cached) {
-						return JSON.parse(cached) as {
-							generation?: {
-								queuedItems?: number;
-								runId?: string;
-								status: "queued" | "skipped" | "disabled" | "unavailable";
-							};
-							insights: z.infer<typeof websiteInsightSchema>[];
-							source: "ai" | "fallback";
-							success: true;
-						};
-					}
-				} catch {
-					// Insights cache is advisory; continue to DB/queue.
-				}
-			}
-
-			const recentInsights = await getInsightsFromDb({
-				organizationId: input.organizationId,
-				since: dayjs().subtract(GENERATION_COOLDOWN_HOURS, "hour").toDate(),
-			});
-
-			if (recentInsights.length > 0) {
-				const payload = {
-					insights: recentInsights,
-					source: "ai" as const,
-					success: true as const,
-				};
-				tryCacheSet(redis, cacheKey, CACHE_TTL, payload);
-				return payload;
-			}
-
-			const staleInsights = await getInsightsFromDb({
-				organizationId: input.organizationId,
-				since: dayjs().subtract(STALE_INSIGHTS_LOOKBACK_DAYS, "day").toDate(),
-			});
-
-			let generation: {
-				queuedItems?: number;
-				runId?: string;
-				status: "queued" | "skipped" | "disabled" | "unavailable";
-			};
-
-			try {
-				const queued = await queueInsightGenerationRun({
-					organizationId: input.organizationId,
-					requestedByUserId: context.user.id,
-					reason: "cooldown_refresh",
-					timezone: input.timezone,
-				});
-				generation = {
-					status: queued.status,
-					runId: queued.runId,
-					queuedItems: queued.queuedItems,
-				};
-			} catch {
-				generation = { status: "unavailable" };
-			}
-
-			const payload = {
-				generation,
-				insights: staleInsights,
-				source:
-					staleInsights.length > 0 ? ("ai" as const) : ("fallback" as const),
-				success: true as const,
-			};
-			tryCacheSet(redis, cacheKey, NEGATIVE_CACHE_TTL, payload);
-			return payload;
-		}),
-
 	history: sessionProcedure
 		.route({
 			method: "POST",
@@ -515,43 +276,7 @@ export const insightsRouter = {
 						isNull(websites.deletedAt)
 					);
 
-			const rows = await db
-				.select({
-					id: analyticsInsights.id,
-					runId: analyticsInsights.runId,
-					websiteId: analyticsInsights.websiteId,
-					websiteName: websites.name,
-					websiteDomain: websites.domain,
-					title: analyticsInsights.title,
-					description: analyticsInsights.description,
-					suggestion: analyticsInsights.suggestion,
-					severity: analyticsInsights.severity,
-					sentiment: analyticsInsights.sentiment,
-					type: analyticsInsights.type,
-					priority: analyticsInsights.priority,
-					changePercent: analyticsInsights.changePercent,
-					subjectKey: analyticsInsights.subjectKey,
-					sources: analyticsInsights.sources,
-					confidence: analyticsInsights.confidence,
-					impactSummary: analyticsInsights.impactSummary,
-					rootCause: analyticsInsights.rootCause,
-					evidence: analyticsInsights.evidence,
-					investigationDepth: analyticsInsights.investigationDepth,
-					actions: analyticsInsights.actions,
-					chainId: analyticsInsights.chainId,
-					metrics: analyticsInsights.metrics,
-					createdAt: analyticsInsights.createdAt,
-					status: analyticsInsights.status,
-					resolvedAt: analyticsInsights.resolvedAt,
-					resolvedReason: analyticsInsights.resolvedReason,
-					currentPeriodFrom: analyticsInsights.currentPeriodFrom,
-					currentPeriodTo: analyticsInsights.currentPeriodTo,
-					previousPeriodFrom: analyticsInsights.previousPeriodFrom,
-					previousPeriodTo: analyticsInsights.previousPeriodTo,
-					timezone: analyticsInsights.timezone,
-				})
-				.from(analyticsInsights)
-				.innerJoin(websites, eq(analyticsInsights.websiteId, websites.id))
+			const rows = await selectInsights()
 				.where(whereClause)
 				.orderBy(
 					desc(
@@ -561,39 +286,9 @@ export const insightsRouter = {
 				.limit(input.limit)
 				.offset(input.offset);
 
-			const insights = rows.map((row) => ({
-				id: row.id,
-				runId: row.runId,
-				websiteId: row.websiteId,
-				websiteName: row.websiteName,
-				websiteDomain: row.websiteDomain,
-				link: buildInsightLink(row.websiteId, row.type),
-				title: row.title,
-				description: row.description,
-				suggestion: row.suggestion,
-				priority: row.priority,
-				subjectKey: row.subjectKey,
-				confidence: row.confidence,
-				rootCause: row.rootCause,
-				evidence: row.evidence ?? null,
-				investigationDepth: row.investigationDepth ?? null,
-				actions: row.actions ?? null,
-				chainId: row.chainId ?? null,
-				...parseInsightShape(row),
-				createdAt: row.createdAt.toISOString(),
-				status: row.status,
-				resolvedAt: row.resolvedAt?.toISOString() ?? null,
-				resolvedReason: row.resolvedReason ?? null,
-				currentPeriodFrom: row.currentPeriodFrom,
-				currentPeriodTo: row.currentPeriodTo,
-				previousPeriodFrom: row.previousPeriodFrom,
-				previousPeriodTo: row.previousPeriodTo,
-				timezone: row.timezone,
-			}));
-
 			return {
 				success: true as const,
-				insights,
+				insights: rows.map(serializeInsight),
 				hasMore: rows.length === input.limit,
 			};
 		}),
@@ -626,44 +321,7 @@ export const insightsRouter = {
 				);
 			}
 
-			const [row] = await db
-				.select({
-					id: analyticsInsights.id,
-					organizationId: analyticsInsights.organizationId,
-					runId: analyticsInsights.runId,
-					websiteId: analyticsInsights.websiteId,
-					websiteName: websites.name,
-					websiteDomain: websites.domain,
-					title: analyticsInsights.title,
-					description: analyticsInsights.description,
-					suggestion: analyticsInsights.suggestion,
-					severity: analyticsInsights.severity,
-					sentiment: analyticsInsights.sentiment,
-					type: analyticsInsights.type,
-					priority: analyticsInsights.priority,
-					changePercent: analyticsInsights.changePercent,
-					subjectKey: analyticsInsights.subjectKey,
-					sources: analyticsInsights.sources,
-					confidence: analyticsInsights.confidence,
-					impactSummary: analyticsInsights.impactSummary,
-					rootCause: analyticsInsights.rootCause,
-					evidence: analyticsInsights.evidence,
-					investigationDepth: analyticsInsights.investigationDepth,
-					actions: analyticsInsights.actions,
-					chainId: analyticsInsights.chainId,
-					metrics: analyticsInsights.metrics,
-					createdAt: analyticsInsights.createdAt,
-					status: analyticsInsights.status,
-					resolvedAt: analyticsInsights.resolvedAt,
-					resolvedReason: analyticsInsights.resolvedReason,
-					currentPeriodFrom: analyticsInsights.currentPeriodFrom,
-					currentPeriodTo: analyticsInsights.currentPeriodTo,
-					previousPeriodFrom: analyticsInsights.previousPeriodFrom,
-					previousPeriodTo: analyticsInsights.previousPeriodTo,
-					timezone: analyticsInsights.timezone,
-				})
-				.from(analyticsInsights)
-				.innerJoin(websites, eq(analyticsInsights.websiteId, websites.id))
+			const [row] = await selectInsights()
 				.where(
 					and(
 						eq(analyticsInsights.id, input.insightId),
@@ -685,35 +343,7 @@ export const insightsRouter = {
 
 			return {
 				success: true as const,
-				insight: {
-					id: row.id,
-					runId: row.runId,
-					websiteId: row.websiteId,
-					websiteName: row.websiteName,
-					websiteDomain: row.websiteDomain,
-					link: buildInsightLink(row.websiteId, row.type),
-					title: row.title,
-					description: row.description,
-					suggestion: row.suggestion,
-					priority: row.priority,
-					subjectKey: row.subjectKey,
-					confidence: row.confidence,
-					rootCause: row.rootCause,
-					evidence: row.evidence ?? null,
-					investigationDepth: row.investigationDepth ?? null,
-					actions: row.actions ?? null,
-					chainId: row.chainId ?? null,
-					...parseInsightShape(row),
-					createdAt: row.createdAt.toISOString(),
-					status: row.status,
-					resolvedAt: row.resolvedAt?.toISOString() ?? null,
-					resolvedReason: row.resolvedReason ?? null,
-					currentPeriodFrom: row.currentPeriodFrom,
-					currentPeriodTo: row.currentPeriodTo,
-					previousPeriodFrom: row.previousPeriodFrom,
-					previousPeriodTo: row.previousPeriodTo,
-					timezone: row.timezone,
-				},
+				insight: serializeInsight(row),
 			};
 		}),
 
@@ -737,10 +367,10 @@ export const insightsRouter = {
 						changePercent: z.number().nullable(),
 						createdAt: z.string(),
 						id: z.string(),
-						sentiment: z.string(),
-						severity: z.string(),
+						sentiment: insightSentimentSchema,
+						severity: insightSeveritySchema,
 						title: z.string(),
-						type: z.string(),
+						type: storedInsightTypeSchema,
 					})
 				),
 				success: z.literal(true),
diff --git a/packages/rpc/src/services/insight-schedule.test.ts b/packages/rpc/src/services/insight-schedule.test.ts
index d208504ca..f3d2c4b71 100644
--- a/packages/rpc/src/services/insight-schedule.test.ts
+++ b/packages/rpc/src/services/insight-schedule.test.ts
@@ -1,177 +1,119 @@
 import { describe, expect, it } from "bun:test";
 import {
 	getNextInsightRunAt,
-	isValidCron,
 	isValidTimezone,
+	normalizeInsightScheduleFrequency,
+	normalizeInsightTimezone,
 } from "./insight-schedule";
 
-describe("isValidCron", () => {
-	it("accepts standard five-field expressions", () => {
-		expect(isValidCron("0 8 * * 5")).toBe(true);
-		expect(isValidCron("0 9 * * 1")).toBe(true);
-		expect(isValidCron("*/15 * * * *")).toBe(true);
-		expect(isValidCron("0,30 * * * *")).toBe(true);
-	});
-
-	it("trims surrounding whitespace before parsing", () => {
-		expect(isValidCron("  0 8 * * 5  ")).toBe(true);
-	});
-
-	it("rejects expressions with the wrong number of fields", () => {
-		expect(isValidCron("0 8 * *")).toBe(false);
-		expect(isValidCron("0 8 * * 5 *")).toBe(false);
-		expect(isValidCron("")).toBe(false);
-	});
-
-	it("rejects out-of-range numbers", () => {
-		expect(isValidCron("60 0 * * *")).toBe(false);
-		expect(isValidCron("0 24 * * *")).toBe(false);
-		expect(isValidCron("0 0 32 * *")).toBe(false);
-		expect(isValidCron("0 0 * 13 *")).toBe(false);
-		expect(isValidCron("0 0 * * 8")).toBe(false);
-	});
-
-	it("rejects malformed tokens like letters or @aliases", () => {
-		expect(isValidCron("@weekly")).toBe(false);
-		expect(isValidCron("0 8 * * FRI")).toBe(false);
-		expect(isValidCron("0 8 * * mon-fri")).toBe(false);
-	});
-
-	it("accepts numeric ranges in any field (e.g. weekdays 1-5)", () => {
-		expect(isValidCron("0 9 * * 1-5")).toBe(true);
-		expect(isValidCron("0 0-6 * * *")).toBe(true);
-		expect(isValidCron("0 9 1-15 * *")).toBe(true);
-		expect(isValidCron("0 9 * 1-6 *")).toBe(true);
-	});
-
-	it("accepts ranges combined with steps and comma lists", () => {
-		expect(isValidCron("0 9 * * 1-5/2")).toBe(true);
-		expect(isValidCron("0 0,12 * * *")).toBe(true);
-		expect(isValidCron("0 9 * * 1-5,0")).toBe(true);
-		expect(isValidCron("*/5 9-17 * * 1-5")).toBe(true);
-	});
-
-	it("rejects inverted or out-of-range ranges", () => {
-		expect(isValidCron("0 9 * * 5-1")).toBe(false);
-		expect(isValidCron("0 25-30 * * *")).toBe(false);
-		expect(isValidCron("0 9 32-34 * *")).toBe(false);
-	});
-});
-
 describe("isValidTimezone", () => {
-	it("accepts common IANA names", () => {
+	it("accepts IANA names and rejects invalid values", () => {
 		expect(isValidTimezone("Europe/Berlin")).toBe(true);
 		expect(isValidTimezone("America/New_York")).toBe(true);
 		expect(isValidTimezone("UTC")).toBe(true);
-		expect(isValidTimezone("Asia/Singapore")).toBe(true);
-	});
-
-	it("rejects empty strings and unknown names", () => {
+		expect(isValidTimezone(" UTC ")).toBe(true);
 		expect(isValidTimezone("")).toBe(false);
+		expect(isValidTimezone("UT<C")).toBe(false);
 		expect(isValidTimezone("GMT+2")).toBe(false);
 		expect(isValidTimezone("Mars/Olympus")).toBe(false);
-		expect(isValidTimezone("Europe/Atlantis")).toBe(false);
 	});
 });
 
-describe("getNextInsightRunAt", () => {
-	it("returns null when scheduling is disabled", () => {
-		const next = getNextInsightRunAt(
-			{ cron: null, enabled: false, frequency: "daily" },
-			new Date("2026-01-15T10:30:00.000Z")
-		);
-
-		expect(next).toBeNull();
+describe("normalizeInsightTimezone", () => {
+	it("canonicalizes whitespace and falls back for altered legacy values", () => {
+		expect(normalizeInsightTimezone(" Europe/Berlin ")).toBe("Europe/Berlin");
+		expect(normalizeInsightTimezone("UT<C")).toBe("UTC");
 	});
+});
 
-	it("schedules hourly runs at the next top of hour", () => {
-		const next = getNextInsightRunAt(
-			{ cron: null, enabled: true, frequency: "hourly" },
-			new Date("2026-01-15T10:30:22.000Z")
-		);
-
-		expect(next).toEqual(new Date("2026-01-15T11:00:00.000Z"));
-	});
-
-	it("schedules daily runs for today when before 9am", () => {
-		const next = getNextInsightRunAt(
-			{ cron: null, enabled: true, frequency: "daily", timezone: "UTC" },
-			new Date("2026-01-15T08:30:00.000Z")
-		);
-
-		expect(next).toEqual(new Date("2026-01-15T09:00:00.000Z"));
-	});
-
-	it("schedules daily runs for 9am the next day after 9am", () => {
-		const next = getNextInsightRunAt(
-			{ cron: null, enabled: true, frequency: "daily", timezone: "UTC" },
-			new Date("2026-01-15T10:30:00.000Z")
-		);
-
-		expect(next).toEqual(new Date("2026-01-16T09:00:00.000Z"));
+describe("normalizeInsightScheduleFrequency", () => {
+	it("keeps supported frequencies and safely downgrades legacy values", () => {
+		expect(normalizeInsightScheduleFrequency("daily")).toBe("daily");
+		expect(normalizeInsightScheduleFrequency("weekly")).toBe("weekly");
+		expect(normalizeInsightScheduleFrequency("hourly")).toBe("weekly");
+		expect(normalizeInsightScheduleFrequency("custom")).toBe("weekly");
 	});
+});
 
-	it("schedules weekly runs for today when before 9am", () => {
-		const next = getNextInsightRunAt(
-			{ cron: null, enabled: true, frequency: "weekly", timezone: "UTC" },
-			new Date("2026-01-15T08:30:00.000Z")
-		);
-
-		expect(next).toEqual(new Date("2026-01-15T09:00:00.000Z"));
+describe("getNextInsightRunAt", () => {
+	it("returns null when scheduling is disabled", () => {
+		expect(
+			getNextInsightRunAt(
+				{ enabled: false, frequency: "daily" },
+				new Date("2026-01-15T10:30:00.000Z")
+			)
+		).toBeNull();
+	});
+
+	it("schedules daily runs at 9am local time", () => {
+		expect(
+			getNextInsightRunAt(
+				{ enabled: true, frequency: "daily", timezone: "UTC" },
+				new Date("2026-01-15T08:30:00.000Z")
+			)
+		).toEqual(new Date("2026-01-15T09:00:00.000Z"));
+		expect(
+			getNextInsightRunAt(
+				{ enabled: true, frequency: "daily", timezone: "UTC" },
+				new Date("2026-01-15T10:30:00.000Z")
+			)
+		).toEqual(new Date("2026-01-16T09:00:00.000Z"));
+	});
+
+	it("schedules daily runs at 9am in a non-UTC timezone", () => {
+		expect(
+			getNextInsightRunAt(
+				{ enabled: true, frequency: "daily", timezone: "Europe/Berlin" },
+				new Date("2026-01-15T07:30:00.000Z")
+			)
+		).toEqual(new Date("2026-01-15T08:00:00.000Z"));
+	});
+
+	it("keeps daily runs at 9am across daylight-saving changes", () => {
+		expect(
+			getNextInsightRunAt(
+				{ enabled: true, frequency: "daily", timezone: "Europe/Berlin" },
+				new Date("2026-03-28T10:30:00.000Z")
+			)
+		).toEqual(new Date("2026-03-29T07:00:00.000Z"));
+		expect(
+			getNextInsightRunAt(
+				{ enabled: true, frequency: "daily", timezone: "Europe/Berlin" },
+				new Date("2026-10-24T10:30:00.000Z")
+			)
+		).toEqual(new Date("2026-10-25T08:00:00.000Z"));
 	});
 
 	it("schedules weekly runs seven days out after 9am", () => {
-		const next = getNextInsightRunAt(
-			{ cron: null, enabled: true, frequency: "weekly", timezone: "UTC" },
-			new Date("2026-01-15T10:30:00.000Z")
-		);
-
-		expect(next).toEqual(new Date("2026-01-22T09:00:00.000Z"));
-	});
-
-	it("supports simple five-field cron expressions", () => {
-		const next = getNextInsightRunAt(
-			{
-				cron: "*/15 * * * *",
-				enabled: true,
-				frequency: "custom",
-				timezone: "UTC",
-			},
-			new Date("2026-01-15T10:01:45.000Z")
-		);
-
-		expect(next).toEqual(new Date("2026-01-15T10:15:00.000Z"));
-	});
-
-	it("supports sparse leap-day cron expressions", () => {
-		const next = getNextInsightRunAt(
-			{
-				cron: "0 9 29 2 *",
-				enabled: true,
-				frequency: "custom",
-				timezone: "UTC",
-			},
-			new Date("2026-01-15T10:01:45.000Z")
-		);
-
-		expect(next).toEqual(new Date("2028-02-29T09:00:00.000Z"));
-	});
-
-	it("returns null for invalid custom cron", () => {
-		const next = getNextInsightRunAt(
-			{ cron: "not cron", enabled: true, frequency: "custom" },
-			new Date("2026-01-15T10:01:45.000Z")
-		);
-
-		expect(next).toBeNull();
-	});
-
-	it("rejects cron fields with trailing text", () => {
-		const next = getNextInsightRunAt(
-			{ cron: "1abc * * * *", enabled: true, frequency: "custom" },
-			new Date("2026-01-15T10:01:45.000Z")
-		);
-
-		expect(next).toBeNull();
+		expect(
+			getNextInsightRunAt(
+				{ enabled: true, frequency: "weekly", timezone: "UTC" },
+				new Date("2026-01-15T10:30:00.000Z")
+			)
+		).toEqual(new Date("2026-01-22T09:00:00.000Z"));
+	});
+
+	it("keeps weekly runs at 9am across daylight-saving changes", () => {
+		expect(
+			getNextInsightRunAt(
+				{ enabled: true, frequency: "weekly", timezone: "Europe/Berlin" },
+				new Date("2026-03-22T10:30:00.000Z")
+			)
+		).toEqual(new Date("2026-03-29T07:00:00.000Z"));
+	});
+
+	it("uses UTC when a persisted timezone is invalid", () => {
+		expect(
+			getNextInsightRunAt(
+				{ enabled: true, frequency: "daily", timezone: "Mars/Olympus" },
+				new Date("2026-01-15T08:30:00.000Z")
+			)
+		).toEqual(new Date("2026-01-15T09:00:00.000Z"));
+		expect(
+			getNextInsightRunAt(
+				{ enabled: true, frequency: "daily", timezone: "UT<C" },
+				new Date("2026-01-15T08:30:00.000Z")
+			)
+		).toEqual(new Date("2026-01-15T09:00:00.000Z"));
 	});
 });
diff --git a/packages/rpc/src/services/insight-schedule.ts b/packages/rpc/src/services/insight-schedule.ts
index 56b973491..a8d4c4bf5 100644
--- a/packages/rpc/src/services/insight-schedule.ts
+++ b/packages/rpc/src/services/insight-schedule.ts
@@ -1,3 +1,4 @@
+import { validateTimezone } from "@databuddy/validation";
 import dayjs from "dayjs";
 import timezonePlugin from "dayjs/plugin/timezone";
 import utcPlugin from "dayjs/plugin/utc";
@@ -5,191 +6,32 @@ import utcPlugin from "dayjs/plugin/utc";
 dayjs.extend(utcPlugin);
 dayjs.extend(timezonePlugin);
 
-export type InsightScheduleFrequency = "hourly" | "daily" | "weekly" | "custom";
+export type InsightScheduleFrequency = "daily" | "weekly";
 
 export interface InsightScheduleConfig {
-	cron: string | null;
 	enabled: boolean;
 	frequency: InsightScheduleFrequency;
 	timezone?: string;
 }
 
-const CRON_FIELD_SEPARATOR = /\s+/;
-const CRON_INTEGER_REGEX = /^\d+$/;
 const DEFAULT_TIMEZONE = "UTC";
 
-function normalizeTimezone(timezone: string | undefined): string {
-	if (!timezone) {
-		return DEFAULT_TIMEZONE;
-	}
-	try {
-		new Intl.DateTimeFormat("en-US", { timeZone: timezone });
-		return timezone;
-	} catch {
-		return DEFAULT_TIMEZONE;
-	}
+export function normalizeInsightTimezone(timezone: string | undefined): string {
+	const trimmed = timezone?.trim() ?? "";
+	return trimmed && validateTimezone(trimmed) === trimmed
+		? trimmed
+		: DEFAULT_TIMEZONE;
 }
 
 export function isValidTimezone(timezone: string): boolean {
-	if (timezone.length === 0) {
-		return false;
-	}
-	try {
-		new Intl.DateTimeFormat("en-US", { timeZone: timezone });
-		return true;
-	} catch {
-		return false;
-	}
+	const trimmed = timezone.trim();
+	return trimmed.length > 0 && validateTimezone(trimmed) === trimmed;
 }
 
-export function isValidCron(cron: string): boolean {
-	const parts = cron.trim().split(CRON_FIELD_SEPARATOR);
-	if (parts.length !== 5) {
-		return false;
-	}
-	const [minutePart, hourPart, dayPart, monthPart, weekdayPart] = parts;
-	return Boolean(
-		parseCronField(minutePart ?? "", 0, 59) &&
-			parseCronField(hourPart ?? "", 0, 23) &&
-			parseCronField(dayPart ?? "", 1, 31) &&
-			parseCronField(monthPart ?? "", 1, 12) &&
-			parseCronField(weekdayPart ?? "", 0, 7)
-	);
-}
-
-function parseCronToken(
-	token: string,
-	min: number,
-	max: number
-): number[] | null {
-	if (token.length === 0) {
-		return null;
-	}
-
-	const slashIndex = token.indexOf("/");
-	const base = slashIndex === -1 ? token : token.slice(0, slashIndex);
-	const stepPart = slashIndex === -1 ? null : token.slice(slashIndex + 1);
-
-	let step = 1;
-	if (stepPart !== null) {
-		if (!CRON_INTEGER_REGEX.test(stepPart)) {
-			return null;
-		}
-		step = Number(stepPart);
-		if (!Number.isSafeInteger(step) || step <= 0) {
-			return null;
-		}
-	}
-
-	let start: number;
-	let end: number;
-	if (base === "*") {
-		start = min;
-		end = max;
-	} else if (base.includes("-")) {
-		const dashIndex = base.indexOf("-");
-		const startStr = base.slice(0, dashIndex);
-		const endStr = base.slice(dashIndex + 1);
-		if (
-			!(CRON_INTEGER_REGEX.test(startStr) && CRON_INTEGER_REGEX.test(endStr))
-		) {
-			return null;
-		}
-		start = Number(startStr);
-		end = Number(endStr);
-		if (start > end) {
-			return null;
-		}
-	} else {
-		if (!CRON_INTEGER_REGEX.test(base)) {
-			return null;
-		}
-		start = Number(base);
-		end = stepPart === null ? start : max;
-	}
-
-	if (start < min || end > max) {
-		return null;
-	}
-
-	const out: number[] = [];
-	for (let n = start; n <= end; n += step) {
-		out.push(n);
-	}
-	return out;
-}
-
-function parseCronField(
-	value: string,
-	min: number,
-	max: number
-): number[] | null {
-	if (value.length === 0) {
-		return null;
-	}
-	const out = new Set<number>();
-	for (const token of value.split(",")) {
-		const parsed = parseCronToken(token, min, max);
-		if (!parsed) {
-			return null;
-		}
-		for (const n of parsed) {
-			out.add(n);
-		}
-	}
-	return [...out].sort((a, b) => a - b);
-}
-
-function nextRunFromCron(
-	cron: string | null,
-	from: Date,
-	timezone: string
-): Date | null {
-	if (!cron) {
-		return null;
-	}
-
-	const parts = cron.trim().split(CRON_FIELD_SEPARATOR);
-	if (parts.length !== 5) {
-		return null;
-	}
-
-	const [minutePart, hourPart, dayPart, monthPart, weekdayPart] = parts;
-	const minutes = parseCronField(minutePart ?? "", 0, 59);
-	const hours = parseCronField(hourPart ?? "", 0, 23);
-	const days = parseCronField(dayPart ?? "", 1, 31);
-	const months = parseCronField(monthPart ?? "", 1, 12);
-	const weekdays = parseCronField(weekdayPart ?? "", 0, 7);
-	if (!(minutes && hours && days && months && weekdays)) {
-		return null;
-	}
-
-	const minuteSet = new Set(minutes);
-	const hourSet = new Set(hours);
-	const daySet = new Set(days);
-	const monthSet = new Set(months);
-	const weekdaySet = new Set(weekdays.map((day) => (day === 7 ? 0 : day)));
-	let candidate = dayjs(from)
-		.tz(timezone)
-		.add(1, "minute")
-		.second(0)
-		.millisecond(0);
-
-	const maxMinutes = 5 * 366 * 24 * 60;
-	for (let i = 0; i < maxMinutes; i += 1) {
-		if (
-			minuteSet.has(candidate.minute()) &&
-			hourSet.has(candidate.hour()) &&
-			daySet.has(candidate.date()) &&
-			monthSet.has(candidate.month() + 1) &&
-			weekdaySet.has(candidate.day())
-		) {
-			return candidate.toDate();
-		}
-		candidate = candidate.add(1, "minute");
-	}
-
-	return null;
+export function normalizeInsightScheduleFrequency(
+	frequency: string
+): InsightScheduleFrequency {
+	return frequency === "daily" ? "daily" : "weekly";
 }
 
 export function getNextInsightRunAt(
@@ -200,21 +42,10 @@ export function getNextInsightRunAt(
 		return null;
 	}
 
-	const timezone = normalizeTimezone(config.timezone);
+	const timezone = normalizeInsightTimezone(config.timezone);
 	const now = dayjs(from).tz(timezone);
-	if (config.frequency === "hourly") {
-		return now.add(1, "hour").minute(0).second(0).millisecond(0).toDate();
-	}
-
-	if (config.frequency === "daily") {
-		const next = now.hour(9).minute(0).second(0).millisecond(0);
-		return (next.isAfter(now) ? next : next.add(1, "day")).toDate();
-	}
-
-	if (config.frequency === "weekly") {
-		const next = now.hour(9).minute(0).second(0).millisecond(0);
-		return (next.isAfter(now) ? next : next.add(7, "day")).toDate();
-	}
-
-	return nextRunFromCron(config.cron, from, timezone);
+	const daysUntilRun =
+		now.hour() < 9 ? 0 : config.frequency === "daily" ? 1 : 7;
+	const date = now.add(daysUntilRun, "day").format("YYYY-MM-DD");
+	return dayjs.tz(`${date} 09:00`, timezone).toDate();
 }

From f8d35d46a63e126a2cb9638ddd77fedc4ee0b05b Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:32:12 +0300
Subject: [PATCH 108/129] feat(evals): update insights and slack-thread eval
 cases

---
 packages/evals/src/cases/insights.ts     |  18 +-
 packages/evals/src/cases/slack-thread.ts | 279 +++--------------------
 packages/evals/src/costs.ts              |  16 +-
 3 files changed, 55 insertions(+), 258 deletions(-)

diff --git a/packages/evals/src/cases/insights.ts b/packages/evals/src/cases/insights.ts
index a97717510..d5051c27d 100644
--- a/packages/evals/src/cases/insights.ts
+++ b/packages/evals/src/cases/insights.ts
@@ -13,7 +13,7 @@ export const insightsCases: EvalCase[] = [
 		category: "insights",
 		name: "Keeps metric direction, sentiment, and wording consistent",
 		query:
-			"Generate 3 actionable Databuddy insight cards for this week. Be careful: if errors, bounce, drop-off, or latency go down, that is good even though the numeric change is negative. Do not say a metric rose if it fell. Include the metric evidence and one concrete next action per card.",
+			"Generate 3 actionable Databuddy finding cards for this week. Be careful: if errors, bounce, drop-off, or latency go down, that is good even though the numeric change is negative. Do not say a metric rose if it fell. Include the metric evidence and one concrete next action per card.",
 		websiteId: WS,
 		tags: ["insights", "direction", "sentiment"],
 		expect: {
@@ -51,7 +51,7 @@ export const insightsCases: EvalCase[] = [
 		category: "insights",
 		name: "Uses cautious causal language unless segment data proves the cause",
 		query:
-			"Create actionable insights from the weekly analytics. If a referrer mix changed at the same time as engagement changed, do not claim the new referrer caused engagement to drop unless you have segment-level engagement data. Phrase hypotheses clearly and say what to verify next.",
+			"Create actionable findings from the weekly analytics. If a referrer mix changed at the same time as engagement changed, do not claim the new referrer caused engagement to drop unless you have segment-level engagement data. Phrase hypotheses clearly and say what to verify next.",
 		websiteId: WS,
 		tags: ["insights", "grounding", "causality"],
 		expect: {
@@ -83,7 +83,7 @@ export const insightsCases: EvalCase[] = [
 		category: "insights",
 		name: "Avoids unsupported revenue and causal claims from traffic data",
 		query:
-			"Generate concise Databuddy insight cards for this week. If pricing or campaign traffic changed, do not call it revenue impact, ROI, CAC, LTV, payback, or causality unless revenue/spend/identity data is actually present. Use proxy language and say what to verify next.",
+			"Generate concise Databuddy finding cards for this week. If pricing or campaign traffic changed, do not call it revenue impact, ROI, CAC, LTV, payback, or causality unless revenue/spend/identity data is actually present. Use proxy language and say what to verify next.",
 		websiteId: WS,
 		tags: ["insights", "grounding", "revenue", "causality"],
 		expect: {
@@ -120,9 +120,9 @@ export const insightsCases: EvalCase[] = [
 	{
 		id: "insights-plain-language-not-technical-jargon",
 		category: "insights",
-		name: "Translates technical metrics into useful plain-language insight cards",
+		name: "Translates technical metrics into useful plain-language finding cards",
 		query:
-			"Generate the weekly Databuddy insight cards for a founder. If web vitals changed, explain the user-visible problem in plain English. Do not put acronyms like INP, LCP, TTFB, CLS, or p75 in the headline; those can stay in the metric evidence only.",
+			"Generate the weekly Databuddy finding cards for a founder. If web vitals changed, explain the user-visible problem in plain English. Do not put acronyms like INP, LCP, TTFB, CLS, or p75 in the headline; those can stay in the metric evidence only.",
 		websiteId: WS,
 		tags: ["insights", "plain-language", "brevity"],
 		expect: {
@@ -159,7 +159,7 @@ export const insightsCases: EvalCase[] = [
 		category: "insights",
 		name: "Produces three concise distinct cards when enough signals exist",
 		query:
-			"Generate the 3 most useful Databuddy insight cards for this week. Each card should be short, distinct, backed by metrics, and include one concrete next action. Prefer reliability/product risk over vanity traffic wins. Do not repeat the same narrative.",
+			"Generate the 3 most useful Databuddy finding cards for this week. Each card should be short, distinct, backed by metrics, and include one concrete next action. Prefer reliability/product risk over vanity traffic wins. Do not repeat the same narrative.",
 		websiteId: WS,
 		tags: ["insights", "brevity", "distinct", "actionability"],
 		expect: {
@@ -207,7 +207,7 @@ export const insightsCases: EvalCase[] = [
 		category: "insights",
 		name: "Tells the story in plain voice instead of dumping deltas",
 		query:
-			"Generate this week's Databuddy insight cards. Write each description like a short DM to a teammate: what happened and what it means, then one concrete action. Keep at most two numbers in the prose and put the rest in the metric evidence. No arrow deltas, no parenthetical week-over-week spam, no dramatic metaphors.",
+			"Generate this week's Databuddy finding cards. Write each description like a short DM to a teammate: what happened and what it means, then one concrete action. Keep at most two numbers in the prose and put the rest in the metric evidence. No arrow deltas, no parenthetical week-over-week spam, no dramatic metaphors.",
 		websiteId: WS,
 		tags: ["insights", "voice", "brevity"],
 		expect: {
@@ -254,7 +254,7 @@ export const insightsCases: EvalCase[] = [
 		category: "insights",
 		name: "Writes impact lines that add information or omits them",
 		query:
-			"Generate this week's Databuddy insight cards. For each card, only include a why-it-matters line when it says something the description does not already say, and make it specific to this site's data. If an error affects one or two users, say exactly that instead of implying broad impact. Name the suspected cause in the next action when the data shows one.",
+			"Generate this week's Databuddy finding cards. For each card, only include a why-it-matters line when it says something the description does not already say, and make it specific to this site's data. If an error affects one or two users, say exactly that instead of implying broad impact. Name the suspected cause in the next action when the data shows one.",
 		websiteId: WS,
 		tags: ["insights", "impact", "grounding"],
 		expect: {
@@ -293,7 +293,7 @@ export const insightsCases: EvalCase[] = [
 		category: "insights",
 		name: "Turns each insight into a product action, not a memo",
 		query:
-			"Produce Databuddy actionable insights for the current week. Keep each one short: what changed, why it matters, and the exact next product action. Prefer actions like inspect affected sessions, open the funnel step, compare referrers, review errors for a page, or ask the agent to diagnose. Avoid generic monitoring advice.",
+			"Produce actionable Databuddy findings for the current week. Keep each one short: what changed, why it matters, and the exact next product action. Prefer actions like inspect affected sessions, open the funnel step, compare referrers, review errors for a page, or ask the agent to diagnose. Avoid generic monitoring advice.",
 		websiteId: WS,
 		tags: ["insights", "actionability", "brevity"],
 		expect: {
diff --git a/packages/evals/src/cases/slack-thread.ts b/packages/evals/src/cases/slack-thread.ts
index 29d36adcb..937bf2a5c 100644
--- a/packages/evals/src/cases/slack-thread.ts
+++ b/packages/evals/src/cases/slack-thread.ts
@@ -941,6 +941,7 @@ function insightDigestCases(): EvalCase[] {
 					{
 						tool: "manage_insight_digest",
 						includes: { action: "route" },
+						excludes: ["websiteId", "cron"],
 					},
 				],
 			},
@@ -954,9 +955,7 @@ function insightDigestCases(): EvalCase[] {
 				currentUserId: KAYLEE,
 				messages: [
 					human(ISSA, "we set up the weekly rundown last month"),
-					bot(
-						"Insight digests are delivered to this Slack channel on a weekly cadence."
-					),
+					bot("Findings go to this Slack channel after each weekly analysis."),
 					human(KAYLEE, "it's a bit much tbh"),
 				],
 			}),
@@ -1006,7 +1005,7 @@ function insightDigestCases(): EvalCase[] {
 		{
 			id: "digest-proactive-offer-after-report",
 			category: "behavioral",
-			name: "Appends a digest offer when delivering a fresh metrics report",
+			name: "Offers weekly findings after delivering a fresh metrics report",
 			query: "how's traffic been the last 7 days?",
 			slack: {
 				currentUserId: ISSA,
@@ -1026,7 +1025,7 @@ function insightDigestCases(): EvalCase[] {
 				toolsNotCalled: ["manage_insight_digest"],
 				responseMatches: [
 					{
-						description: "offers to set up a recurring digest in this channel",
+						description: "offers to send weekly findings to this channel",
 						pattern: OFFER_PHRASING,
 						flags: "i",
 					},
@@ -1034,50 +1033,15 @@ function insightDigestCases(): EvalCase[] {
 			},
 		},
 		{
-			id: "digest-reschedule-friday-morning-berlin",
+			id: "digest-reschedule-daily",
 			category: "tool-routing",
-			name: "Reschedules the digest to Friday 8 AM Europe/Berlin on natural-language ask",
-			query:
-				"can you set the digest to fire every Friday morning at 8 AM Berlin time?",
-			slack: thread({
-				currentUserId: ISSA,
-				messages: [
-					human(ISSA, "@databuddy what's the digest"),
-					bot(
-						"Weekly digest is routed to <#C_DIGEST>, next run at 2026-06-12T06:00:00.000Z."
-					),
-				],
-			}),
-			surfaces: ["slack"],
-			tags: ["slack", "digest", "reschedule", "tool-routing"],
-			websiteId: WS,
-			expect: {
-				maxSteps: 4,
-				maxLatencyMs: 60_000,
-				toolsCalled: ["manage_insight_digest"],
-				toolInputs: [
-					{
-						tool: "manage_insight_digest",
-						includes: {
-							action: "reschedule",
-							timezone: "Europe/Berlin",
-							confirmed: false,
-						},
-					},
-				],
-				confirmationFlow: true,
-			},
-		},
-		{
-			id: "digest-reschedule-cadence-daily",
-			category: "tool-routing",
-			name: "Reschedules cadence only when user says 'make it daily'",
+			name: "Changes the organization schedule when the user says 'make it daily'",
 			query: "actually make the digest daily instead of weekly",
 			slack: thread({
 				currentUserId: ISSA,
 				messages: [
-					human(ISSA, "the weekly cadence isn't enough"),
-					bot("Insight digests are delivered weekly to <#C_DIGEST>."),
+					human(ISSA, "the weekly schedule isn't enough"),
+					bot("Findings go to <#C_DIGEST> after each weekly analysis."),
 				],
 			}),
 			surfaces: ["slack"],
@@ -1100,47 +1064,16 @@ function insightDigestCases(): EvalCase[] {
 				confirmationFlow: true,
 			},
 		},
-		{
-			id: "digest-does-not-deny-schedule-config",
-			category: "behavioral",
-			name: "Never claims the digest time is fixed when asked to change it",
-			query: "can you change when the digest runs?",
-			slack: thread({
-				currentUserId: ISSA,
-				messages: [
-					human(ISSA, "the digest hits at a weird hour"),
-					bot(
-						"Insight digests are delivered to <#C_DIGEST> on a weekly cadence."
-					),
-				],
-			}),
-			surfaces: ["slack"],
-			tags: ["slack", "digest", "reschedule", "guardrail"],
-			websiteId: WS,
-			expect: {
-				maxSteps: 4,
-				maxLatencyMs: 45_000,
-				responseNotMatches: [
-					{
-						description:
-							"agent must not claim the schedule is fixed, hard-coded, or out of its control",
-						pattern:
-							"\\b(fixed on (databuddy|my|our) (end|side)|not configurable|can'?t (change|configure|adjust) (the )?(time|schedule|when)|isn'?t (something I can|configurable)|out of (my|our) control|don'?t have (a way|the ability) to (change|set))\\b",
-						flags: "i",
-					},
-				],
-			},
-		},
 		{
 			id: "digest-test-run-on-explicit-ask",
 			category: "tool-routing",
-			name: "Triggers a test digest run when the user asks to run one now",
+			name: "Triggers a one-off analysis when the user asks to run one now",
 			query: "run a test digest right now so I can see what it looks like",
 			slack: thread({
 				currentUserId: ISSA,
 				messages: [
 					human(ISSA, "we set up the digest last week"),
-					bot("Insight digests are routed to <#C_DIGEST> on a weekly cadence."),
+					bot("Findings go to <#C_DIGEST> after each weekly analysis."),
 				],
 			}),
 			surfaces: ["slack"],
@@ -1184,9 +1117,9 @@ function insightDigestCases(): EvalCase[] {
 			},
 		},
 		{
-			id: "digest-status-quotes-cron-and-timezone",
+			id: "digest-status-quotes-schedule-and-timezone",
 			category: "behavioral",
-			name: "Quotes cron and timezone verbatim from status, never invents them",
+			name: "Quotes schedule and timezone verbatim from status",
 			query: "what's the digest schedule right now",
 			slack: thread({
 				currentUserId: ISSA,
@@ -1208,9 +1141,9 @@ function insightDigestCases(): EvalCase[] {
 				responseNotMatches: [
 					{
 						description:
-							"must not invent a cron expression or timezone — only restate canonical values",
+							"must not invent a schedule or timezone — only restate canonical values",
 						pattern:
-							"\\b(probably|might be|i think|usually|by default).*(utc|cron|timezone)\\b",
+							"\\b(probably|might be|i think|usually|by default).*(off|daily|weekly|timezone)\\b",
 						flags: "i",
 					},
 				],
@@ -1252,9 +1185,7 @@ function insightDigestCases(): EvalCase[] {
 				currentUserId: KAYLEE,
 				messages: [
 					human(ISSA, "we set up the weekly rundown last month"),
-					bot(
-						"Insight digests are delivered to this Slack channel on a weekly cadence."
-					),
+					bot("Findings go to this Slack channel after each weekly analysis."),
 					human(KAYLEE, "it's a bit much tbh"),
 				],
 			}),
@@ -1279,48 +1210,6 @@ function insightDigestCases(): EvalCase[] {
 
 function realWorldDerivedCases(): EvalCase[] {
 	return [
-		{
-			id: "real-digest-set-time-must-not-deny",
-			category: "tool-routing",
-			name: "Real thread: 'set it to 8 AM GMT+2' must engage the schedule tool, not deny",
-			query: "can you set it to 8 AM GMT+2",
-			slack: thread({
-				currentUserId: ISSA,
-				messages: [
-					human(ISSA, "<@U_DATABUDDY> what's the digest?"),
-					bot(
-						"Weekly digest is routed to <#C0EVALTHRD>, next run at 2026-06-12T06:00:00.000Z."
-					),
-					human(ISSA, "when is that"),
-					bot("2026-06-12 at 06:00 UTC -- that's next Friday morning."),
-				],
-			}),
-			surfaces: ["slack"],
-			tags: ["slack", "digest", "reschedule", "real-world"],
-			websiteId: WS,
-			expect: {
-				maxSteps: 4,
-				maxLatencyMs: 60_000,
-				responseNotMatches: [
-					{
-						description:
-							"agent must not claim the schedule is fixed or out of its control (the original regression)",
-						pattern:
-							"\\b(fixed on (databuddy|my|our) (end|side)|not configurable|can'?t (change|configure|adjust) (the )?(time|schedule|when)|isn'?t (something I can|configurable))\\b",
-						flags: "i",
-					},
-				],
-				responseMatches: [
-					{
-						description:
-							"agent should either offer to reschedule / ask which IANA timezone / confirm a change, OR correctly recognize that 8 AM GMT+2 is already 06:00 UTC and no change is needed",
-						pattern:
-							"\\b(reschedule|timezone|europe/|africa/|america/|asia/|confirm|i'?ll (set|update|change)|want me to|already|no change|same as|matches|equivalent)\\b",
-						flags: "i",
-					},
-				],
-			},
-		},
 		{
 			id: "real-ignore-social-distraction",
 			category: "tool-routing",
@@ -1375,72 +1264,7 @@ function realWorldDerivedCases(): EvalCase[] {
 }
 
 function adversarialDigestCases(): EvalCase[] {
-	const DENIAL_PATTERN =
-		"\\b(fixed on (databuddy|my|our) (end|side)|not configurable|can'?t (change|configure|adjust) (the )?(time|schedule|when)|isn'?t (something I can|configurable))\\b";
-	const CONFIRMATION_HEDGE =
-		"\\b(reply|confirm|want me to|should i|sound good|ok with you|go ahead|just to confirm)\\b";
-
 	return [
-		{
-			id: "adv-natural-language-cron",
-			category: "tool-routing",
-			name: "Adversarial: 'Friday morning' must engage reschedule, propose a concrete time, and ask to confirm",
-			query: "make the digest fire every Friday morning",
-			slack: thread({
-				currentUserId: ISSA,
-				messages: [human(ISSA, "the cadence is fine but the time is weird")],
-			}),
-			surfaces: ["slack"],
-			tags: ["slack", "digest", "adversarial", "reschedule"],
-			websiteId: WS,
-			expect: {
-				maxSteps: 4,
-				maxLatencyMs: 60_000,
-				toolsCalled: ["manage_insight_digest"],
-				responseMatches: [
-					{
-						description:
-							"agent must either propose a concrete hour/timezone for confirmation or ask the user to specify",
-						pattern: CONFIRMATION_HEDGE,
-						flags: "i",
-					},
-				],
-			},
-		},
-		{
-			id: "adv-timezone-alias-EST",
-			category: "tool-routing",
-			name: "Adversarial: 'EST' must be resolved to America/New_York (or asked about), never rejected",
-			query: "set the digest to 9 AM EST on weekdays",
-			slack: thread({
-				currentUserId: ISSA,
-				messages: [],
-			}),
-			surfaces: ["slack"],
-			tags: ["slack", "digest", "adversarial", "reschedule", "timezone"],
-			websiteId: WS,
-			expect: {
-				maxSteps: 4,
-				maxLatencyMs: 60_000,
-				toolsCalled: ["manage_insight_digest"],
-				responseNotMatches: [
-					{
-						description: "must not deny the schedule change",
-						pattern: DENIAL_PATTERN,
-						flags: "i",
-					},
-				],
-				responseMatches: [
-					{
-						description:
-							"must surface an IANA timezone (America/New_York or America/Toronto) or ask for one",
-						pattern:
-							"\\b(america/|eastern time|new[ _]york|which timezone|specify (a |the )?(timezone|iana))\\b",
-						flags: "i",
-					},
-				],
-			},
-		},
 		{
 			id: "adv-contradictory-then-go",
 			category: "tool-routing",
@@ -1451,7 +1275,7 @@ function adversarialDigestCases(): EvalCase[] {
 				messages: [
 					human(ISSA, "route the digest here"),
 					bot(
-						"Route insight digests for this organization to <#C0EVALTHRD> on a weekly cadence. Reply to confirm."
+						"Send findings to <#C0EVALTHRD> after each weekly analysis? Reply to confirm."
 					),
 					human(ISSA, "wait no, nevermind"),
 					bot(
@@ -1483,9 +1307,7 @@ function adversarialDigestCases(): EvalCase[] {
 				currentUserId: ISSA,
 				messages: [
 					human(ISSA, "i want to see what the digest looks like"),
-					bot(
-						"No Slack digest delivery is configured for this organization. Investigations still run on a weekly cadence."
-					),
+					bot("Automatic analysis: Weekly. Slack delivery: None."),
 				],
 			}),
 			surfaces: ["slack"],
@@ -1514,7 +1336,7 @@ function adversarialDigestCases(): EvalCase[] {
 				messages: [
 					human(ISSA, "route the digest here"),
 					bot(
-						"Route insight digests for this organization to <#C0EVALTHRD> on a weekly cadence. Reply to confirm."
+						"Send findings to <#C0EVALTHRD> after each weekly analysis? Reply to confirm."
 					),
 				],
 			}),
@@ -1529,7 +1351,7 @@ function adversarialDigestCases(): EvalCase[] {
 						description:
 							"agent must not claim it routed/applied/rescheduled in response to sarcasm",
 						pattern:
-							"\\b(routed insight digests|rescheduled|applied|done\\. the digest|will now post|configured the digest)\\b",
+							"\\b(routed insight digests|findings will go|automatic analysis (set|updated)|rescheduled|applied|done\\. the digest|will now post|configured the digest)\\b",
 						flags: "i",
 					},
 				],
@@ -1561,10 +1383,10 @@ function adversarialDigestCases(): EvalCase[] {
 			},
 		},
 		{
-			id: "adv-custom-frequency-without-cron",
-			category: "behavioral",
-			name: "Adversarial: 'set to custom frequency' without a cron should ask for one, never silently break the schedule",
-			query: "switch the digest to a custom cadence",
+			id: "adv-turn-organization-schedule-off",
+			category: "tool-routing",
+			name: "Adversarial: turning automatic analysis off uses the organization schedule",
+			query: "turn off automated digest investigations for the organization",
 			slack: thread({
 				currentUserId: ISSA,
 				messages: [],
@@ -1573,60 +1395,21 @@ function adversarialDigestCases(): EvalCase[] {
 			tags: ["slack", "digest", "adversarial", "reschedule"],
 			websiteId: WS,
 			expect: {
-				maxSteps: 6,
+				maxSteps: 4,
 				maxLatencyMs: 60_000,
-				responseMatches: [
-					{
-						description:
-							"agent should ask for a cron expression or specific schedule before changing cadence to custom",
-						pattern:
-							"\\b(cron|schedule|specific (time|day)|what (time|day|hours)|when (exactly|should))\\b",
-						flags: "i",
-					},
-				],
-				responseNotMatches: [
-					{
-						description:
-							"must not claim the schedule was changed without a concrete cron",
-						pattern:
-							"\\b(switched|rescheduled|applied|now (set|firing|on a custom))\\b",
-						flags: "i",
-					},
-				],
-			},
-		},
-		{
-			id: "adv-reschedule-then-test-same-turn",
-			category: "tool-routing",
-			name: "Adversarial: combined 'reschedule + test now' in one message — agent must sequence and confirm each",
-			query:
-				"set the digest to fire Mondays 7 AM Europe/Berlin, and run a test once it's updated",
-			slack: thread({
-				currentUserId: ISSA,
-				messages: [],
-			}),
-			surfaces: ["slack"],
-			tags: ["slack", "digest", "adversarial", "reschedule", "test-run"],
-			websiteId: WS,
-			expect: {
-				maxSteps: 6,
-				maxLatencyMs: 90_000,
 				toolsCalled: ["manage_insight_digest"],
 				toolInputs: [
 					{
 						tool: "manage_insight_digest",
-						includes: { confirmed: false },
-					},
-				],
-				responseMatches: [
-					{
-						description:
-							"agent should describe sequencing reschedule before test",
-						pattern:
-							"\\b(first|step (1|one)|then|after that|once (it'?s |that'?s )?(confirmed|updated|applied)|and (i'?ll|then) (apply|run|trigger|kick off)|after .* confirm)\\b",
-						flags: "i",
+						includes: {
+							action: "reschedule",
+							confirmed: false,
+							frequency: "off",
+						},
+						excludes: ["websiteId", "cron"],
 					},
 				],
+				confirmationFlow: true,
 			},
 		},
 	];
diff --git a/packages/evals/src/costs.ts b/packages/evals/src/costs.ts
index 314500c7c..dcebad052 100644
--- a/packages/evals/src/costs.ts
+++ b/packages/evals/src/costs.ts
@@ -8,7 +8,6 @@ export type ModelTag =
 	| "xai"
 	| "zai"
 	| "alibaba"
-	| "nvidia"
 	| "inception"
 	| "deepseek"
 	| "minimax"
@@ -41,6 +40,21 @@ const MODELS: Record<string, ModelEntry> = {
 		tags: ["premium", "anthropic"],
 	},
 
+	"openai/gpt-5.6-sol": {
+		inputPerMToken: 5.0,
+		outputPerMToken: 30.0,
+		tags: ["premium", "openai"],
+	},
+	"openai/gpt-5.6-terra": {
+		inputPerMToken: 2.5,
+		outputPerMToken: 15.0,
+		tags: ["mid", "openai"],
+	},
+	"openai/gpt-5.6-luna": {
+		inputPerMToken: 1.0,
+		outputPerMToken: 6.0,
+		tags: ["budget", "openai"],
+	},
 	"openai/gpt-5.5": {
 		inputPerMToken: 5.0,
 		outputPerMToken: 30.0,

From f5f97147c84b75a6a01826d22c8a7b521fbd1774 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:32:17 +0300
Subject: [PATCH 109/129] feat(insights): overhaul detection, investigation,
 and delivery pipeline

---
 apps/insights/src/billing.test.ts             |  32 +-
 apps/insights/src/billing.ts                  |  20 +-
 apps/insights/src/chain-detection.test.ts     | 121 ---
 apps/insights/src/chain-detection.ts          | 141 ---
 apps/insights/src/delivery.test.ts            |  64 +-
 apps/insights/src/delivery.ts                 | 179 ++--
 apps/insights/src/detection.test.ts           | 123 +++
 apps/insights/src/detection.ts                |  44 +-
 apps/insights/src/enrichment.test.ts          |  69 +-
 apps/insights/src/enrichment.ts               | 225 ++---
 apps/insights/src/funnel-detection.test.ts    |   6 +-
 apps/insights/src/funnel-detection.ts         |   2 +-
 apps/insights/src/generation.ts               | 914 +++++++++++-------
 .../src/idempotency.integration.test.ts       |  14 +-
 apps/insights/src/investigation-flow.test.ts  | 175 ++++
 apps/insights/src/investigation.test.ts       | 165 ++++
 apps/insights/src/investigation.ts            | 349 +++++++
 apps/insights/src/jobs.ts                     |   3 +-
 apps/insights/src/persistence.ts              |  89 +-
 apps/insights/src/policy.test.ts              |  32 +
 apps/insights/src/policy.ts                   |  18 +
 apps/insights/src/prompts.test.ts             |  25 +-
 apps/insights/src/prompts.ts                  | 508 ++--------
 apps/insights/src/reflection.test.ts          | 158 ---
 apps/insights/src/reflection.ts               | 236 -----
 apps/insights/src/resolution.ts               |  10 +-
 apps/insights/src/rollup.test.ts              |  19 +-
 apps/insights/src/rollup.ts                   | 106 +-
 .../src/scheduler.integration.test.ts         | 256 ++++-
 apps/insights/src/scheduler.ts                | 120 +--
 30 files changed, 2065 insertions(+), 2158 deletions(-)
 delete mode 100644 apps/insights/src/chain-detection.test.ts
 delete mode 100644 apps/insights/src/chain-detection.ts
 create mode 100644 apps/insights/src/investigation-flow.test.ts
 create mode 100644 apps/insights/src/investigation.test.ts
 create mode 100644 apps/insights/src/investigation.ts
 create mode 100644 apps/insights/src/policy.test.ts
 create mode 100644 apps/insights/src/policy.ts
 delete mode 100644 apps/insights/src/reflection.test.ts
 delete mode 100644 apps/insights/src/reflection.ts

diff --git a/apps/insights/src/billing.test.ts b/apps/insights/src/billing.test.ts
index 0f769e757..bbab95f01 100644
--- a/apps/insights/src/billing.test.ts
+++ b/apps/insights/src/billing.test.ts
@@ -89,31 +89,33 @@ describe("resolveInsightsBilling", () => {
 		]);
 	});
 
-	it("fails open when customer resolution throws", async () => {
-		const { deps } = makeDeps({
+	it("propagates customer resolution failures for retry", async () => {
+		const { deps, calls } = makeDeps({
 			resolveBillingCustomerId: () =>
 				Promise.reject(new Error("AUTUMN_SECRET_KEY is not set")),
 		});
 
-		const decision = await resolveInsightsBilling(
-			{ organizationId: "org_1", userId: "user_1" },
-			deps
-		);
-
-		expect(decision).toEqual({ allowed: true, billingCustomerId: null });
+		await expect(
+			resolveInsightsBilling(
+				{ organizationId: "org_1", userId: "user_1" },
+				deps
+			)
+		).rejects.toThrow("AUTUMN_SECRET_KEY is not set");
+		expect(calls.ensureArgs).toEqual([]);
 	});
 
-	it("fails open when the credit check throws", async () => {
+	it("propagates credit-check failures for retry", async () => {
 		const { deps } = makeDeps({
+			customerId: "cust_42",
 			ensureCreditsAvailable: () =>
 				Promise.reject(new Error("Command timed out")),
 		});
 
-		const decision = await resolveInsightsBilling(
-			{ organizationId: "org_1", userId: "user_1" },
-			deps
-		);
-
-		expect(decision).toEqual({ allowed: true, billingCustomerId: null });
+		await expect(
+			resolveInsightsBilling(
+				{ organizationId: "org_1", userId: "user_1" },
+				deps
+			)
+		).rejects.toThrow("Command timed out");
 	});
 });
diff --git a/apps/insights/src/billing.ts b/apps/insights/src/billing.ts
index fc249260e..d1a56e365 100644
--- a/apps/insights/src/billing.ts
+++ b/apps/insights/src/billing.ts
@@ -2,7 +2,6 @@ import {
 	ensureAgentCreditsAvailable,
 	resolveAgentBillingCustomerId,
 } from "@databuddy/ai/agents/execution";
-import { captureInsightsError } from "./lib/evlog-insights";
 
 export interface InsightsBillingDeps {
 	ensureCreditsAvailable: (
@@ -28,17 +27,10 @@ export async function resolveInsightsBilling(
 	principal: { organizationId: string; userId: string | null },
 	deps: InsightsBillingDeps = defaultBillingDeps
 ): Promise<InsightsBillingDecision> {
-	try {
-		const billingCustomerId = await deps.resolveBillingCustomerId({
-			organizationId: principal.organizationId,
-			userId: principal.userId,
-		});
-		const allowed = await deps.ensureCreditsAvailable(billingCustomerId);
-		return { allowed, billingCustomerId };
-	} catch (error) {
-		captureInsightsError(error, "billing.check_failed_open", {
-			organization_id: principal.organizationId,
-		});
-		return { allowed: true, billingCustomerId: null };
-	}
+	const billingCustomerId = await deps.resolveBillingCustomerId({
+		organizationId: principal.organizationId,
+		userId: principal.userId,
+	});
+	const allowed = await deps.ensureCreditsAvailable(billingCustomerId);
+	return { allowed, billingCustomerId };
 }
diff --git a/apps/insights/src/chain-detection.test.ts b/apps/insights/src/chain-detection.test.ts
deleted file mode 100644
index 0ee32d3bc..000000000
--- a/apps/insights/src/chain-detection.test.ts
+++ /dev/null
@@ -1,121 +0,0 @@
-import { describe, expect, it } from "bun:test";
-import {
-	bucketCandidates,
-	planChainAssignments,
-	type ChainCandidate,
-} from "./chain-detection";
-
-function candidate(
-	overrides: Partial<ChainCandidate> & Pick<ChainCandidate, "id" | "websiteId">
-): ChainCandidate {
-	return {
-		type: "traffic_drop",
-		sentiment: "negative",
-		chainId: null,
-		createdAt: new Date("2026-06-09T12:00:00Z"),
-		...overrides,
-	};
-}
-
-describe("bucketCandidates", () => {
-	it("groups by type and sentiment", () => {
-		const buckets = bucketCandidates([
-			candidate({ id: "i1", websiteId: "w1", type: "traffic_drop" }),
-			candidate({ id: "i2", websiteId: "w2", type: "traffic_drop" }),
-			candidate({
-				id: "i3",
-				websiteId: "w1",
-				type: "errors_spike",
-				sentiment: "negative",
-			}),
-		]);
-		expect(buckets).toHaveLength(2);
-	});
-
-	it("splits same type with different sentiment", () => {
-		const buckets = bucketCandidates([
-			candidate({
-				id: "i1",
-				websiteId: "w1",
-				type: "traffic_change",
-				sentiment: "negative",
-			}),
-			candidate({
-				id: "i2",
-				websiteId: "w2",
-				type: "traffic_change",
-				sentiment: "positive",
-			}),
-		]);
-		expect(buckets).toHaveLength(2);
-	});
-
-	it("collects all insight ids and unique websites per bucket", () => {
-		const [bucket] = bucketCandidates([
-			candidate({ id: "i1", websiteId: "w1" }),
-			candidate({ id: "i2", websiteId: "w1" }),
-			candidate({ id: "i3", websiteId: "w2" }),
-		]);
-		expect(bucket.insightIds).toEqual(["i1", "i2", "i3"]);
-		expect(bucket.websiteIds.size).toBe(2);
-	});
-
-	it("tracks existing chain ids", () => {
-		const [bucket] = bucketCandidates([
-			candidate({ id: "i1", websiteId: "w1", chainId: "chn_existing" }),
-			candidate({ id: "i2", websiteId: "w2", chainId: null }),
-		]);
-		expect(bucket.existingChainIds).toEqual(new Set(["chn_existing"]));
-	});
-});
-
-describe("planChainAssignments", () => {
-	it("skips buckets with only one website", () => {
-		const assignments = planChainAssignments([
-			candidate({ id: "i1", websiteId: "w1" }),
-			candidate({ id: "i2", websiteId: "w1" }),
-		]);
-		expect(assignments).toEqual([]);
-	});
-
-	it("creates a new chain when multiple websites share a bucket", () => {
-		const assignments = planChainAssignments([
-			candidate({ id: "i1", websiteId: "w1" }),
-			candidate({ id: "i2", websiteId: "w2" }),
-		]);
-		expect(assignments).toHaveLength(1);
-		expect(assignments[0].insightIds).toEqual(["i1", "i2"]);
-		expect(assignments[0].websiteIds.sort()).toEqual(["w1", "w2"]);
-		expect(assignments[0].chainId).toMatch(/^chn_/);
-	});
-
-	it("extends an existing chain when one is present in the bucket", () => {
-		const assignments = planChainAssignments([
-			candidate({ id: "i1", websiteId: "w1", chainId: "chn_prior" }),
-			candidate({ id: "i2", websiteId: "w2", chainId: null }),
-		]);
-		expect(assignments).toHaveLength(1);
-		expect(assignments[0].chainId).toBe("chn_prior");
-		expect(assignments[0].insightIds).toEqual(["i1", "i2"]);
-	});
-
-	it("does not chain a single-website bucket even if it has a prior chain", () => {
-		const assignments = planChainAssignments([
-			candidate({ id: "i1", websiteId: "w1", chainId: "chn_prior" }),
-			candidate({ id: "i2", websiteId: "w1", chainId: null }),
-		]);
-		expect(assignments).toEqual([]);
-	});
-
-	it("produces independent chains per type/sentiment bucket", () => {
-		const assignments = planChainAssignments([
-			candidate({ id: "i1", websiteId: "w1", type: "traffic_drop" }),
-			candidate({ id: "i2", websiteId: "w2", type: "traffic_drop" }),
-			candidate({ id: "i3", websiteId: "w1", type: "errors_spike" }),
-			candidate({ id: "i4", websiteId: "w2", type: "errors_spike" }),
-		]);
-		expect(assignments).toHaveLength(2);
-		const chainIds = new Set(assignments.map((a) => a.chainId));
-		expect(chainIds.size).toBe(2);
-	});
-});
diff --git a/apps/insights/src/chain-detection.ts b/apps/insights/src/chain-detection.ts
deleted file mode 100644
index b742b7153..000000000
--- a/apps/insights/src/chain-detection.ts
+++ /dev/null
@@ -1,141 +0,0 @@
-import { randomUUIDv7 } from "bun";
-import { and, db, eq, gte, inArray } from "@databuddy/db";
-import { analyticsInsights } from "@databuddy/db/schema";
-import dayjs from "dayjs";
-import { emitInsightsEvent } from "./lib/evlog-insights";
-
-const CHAIN_WINDOW_MINUTES = 60;
-const MIN_WEBSITES_FOR_CHAIN = 2;
-
-export interface ChainCandidate {
-	chainId: string | null;
-	createdAt: Date;
-	id: string;
-	sentiment: string;
-	type: string;
-	websiteId: string;
-}
-
-export interface ChainAssignment {
-	chainId: string;
-	insightIds: string[];
-	sentiment: string;
-	type: string;
-	websiteIds: string[];
-}
-
-interface Bucket {
-	existingChainIds: Set<string>;
-	insightIds: string[];
-	key: string;
-	sentiment: string;
-	type: string;
-	websiteIds: Set<string>;
-}
-
-export function bucketCandidates(
-	candidates: readonly ChainCandidate[]
-): Bucket[] {
-	const buckets = new Map<string, Bucket>();
-	for (const c of candidates) {
-		const key = `${c.type}::${c.sentiment}`;
-		let bucket = buckets.get(key);
-		if (!bucket) {
-			bucket = {
-				key,
-				type: c.type,
-				sentiment: c.sentiment,
-				insightIds: [],
-				websiteIds: new Set(),
-				existingChainIds: new Set(),
-			};
-			buckets.set(key, bucket);
-		}
-		bucket.insightIds.push(c.id);
-		bucket.websiteIds.add(c.websiteId);
-		if (c.chainId) {
-			bucket.existingChainIds.add(c.chainId);
-		}
-	}
-	return [...buckets.values()];
-}
-
-export function planChainAssignments(
-	candidates: readonly ChainCandidate[]
-): ChainAssignment[] {
-	const assignments: ChainAssignment[] = [];
-	for (const bucket of bucketCandidates(candidates)) {
-		if (bucket.websiteIds.size < MIN_WEBSITES_FOR_CHAIN) {
-			continue;
-		}
-		const chainId =
-			bucket.existingChainIds.size > 0
-				? [...bucket.existingChainIds][0]
-				: `chn_${randomUUIDv7()}`;
-		assignments.push({
-			chainId,
-			insightIds: bucket.insightIds,
-			websiteIds: [...bucket.websiteIds],
-			type: bucket.type,
-			sentiment: bucket.sentiment,
-		});
-	}
-	return assignments;
-}
-
-export async function detectAndAssignChains(params: {
-	organizationId: string;
-	windowMinutes?: number;
-}): Promise<ChainAssignment[]> {
-	const windowMinutes = params.windowMinutes ?? CHAIN_WINDOW_MINUTES;
-	const cutoff = dayjs().subtract(windowMinutes, "minute").toDate();
-
-	const candidates: ChainCandidate[] = await db
-		.select({
-			id: analyticsInsights.id,
-			websiteId: analyticsInsights.websiteId,
-			type: analyticsInsights.type,
-			sentiment: analyticsInsights.sentiment,
-			chainId: analyticsInsights.chainId,
-			createdAt: analyticsInsights.createdAt,
-		})
-		.from(analyticsInsights)
-		.where(
-			and(
-				eq(analyticsInsights.organizationId, params.organizationId),
-				gte(analyticsInsights.createdAt, cutoff)
-			)
-		);
-
-	const assignments = planChainAssignments(candidates);
-	if (assignments.length === 0) {
-		return [];
-	}
-
-	await db.transaction(async (tx) => {
-		for (const assignment of assignments) {
-			await tx
-				.update(analyticsInsights)
-				.set({ chainId: assignment.chainId })
-				.where(
-					and(
-						eq(analyticsInsights.organizationId, params.organizationId),
-						inArray(analyticsInsights.id, assignment.insightIds)
-					)
-				);
-		}
-	});
-
-	for (const assignment of assignments) {
-		emitInsightsEvent("info", "chain.detected", {
-			organization_id: params.organizationId,
-			chain_id: assignment.chainId,
-			type: assignment.type,
-			sentiment: assignment.sentiment,
-			website_count: assignment.websiteIds.length,
-			insight_count: assignment.insightIds.length,
-		});
-	}
-
-	return assignments;
-}
diff --git a/apps/insights/src/delivery.test.ts b/apps/insights/src/delivery.test.ts
index b32952d21..4b7c17512 100644
--- a/apps/insights/src/delivery.test.ts
+++ b/apps/insights/src/delivery.test.ts
@@ -34,30 +34,20 @@ const goalInsight = {
 	type: "conversion_leak",
 };
 
-describe("Slack insight digest blocks", () => {
+describe("Slack finding blocks", () => {
 	it("uses the website name with domain in the header", () => {
-		const blocks = buildBlocks(
-			"Databuddy",
-			"app.databuddy.cc",
-			[goalInsight],
-			[]
-		);
+		const blocks = buildBlocks("Databuddy", "app.databuddy.cc", [goalInsight]);
 
 		expect(blocks[0]?.text?.text).toBe(
-			"Insights for Databuddy (app.databuddy.cc)"
+			"Findings for Databuddy (app.databuddy.cc)"
 		);
 		expect(buildFallbackText("Databuddy <@U123>", "app.databuddy.cc")).toBe(
-			"Insights for Databuddy &lt;@U123&gt; (app.databuddy.cc)"
+			"Findings for Databuddy &lt;@U123&gt; (app.databuddy.cc)"
 		);
 	});
 
 	it("renders summary chip, title with link button, quoted evidence, and label chip", () => {
-		const blocks = buildBlocks(
-			"Databuddy",
-			"app.databuddy.cc",
-			[goalInsight],
-			[]
-		);
+		const blocks = buildBlocks("Databuddy", "app.databuddy.cc", [goalInsight]);
 
 		expect(blocks.map((b) => b.type)).toEqual([
 			"header",
@@ -92,8 +82,7 @@ describe("Slack insight digest blocks", () => {
 					sentiment: "positive",
 					type: "positive_trend",
 				},
-			],
-			[]
+			]
 		);
 
 		expect(contextText(blocks, 1)).toBe("1 fix · 1 win");
@@ -103,8 +92,7 @@ describe("Slack insight digest blocks", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
 			"app.databuddy.cc",
-			[{ ...goalInsight, impactSummary: null }],
-			[]
+			[{ ...goalInsight, impactSummary: null }]
 		);
 
 		expect(sectionText(blocks, 3)).toBe(
@@ -116,8 +104,7 @@ describe("Slack insight digest blocks", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
 			"app.databuddy.cc",
-			[goalInsight, { ...goalInsight, id: "second" }],
-			[]
+			[goalInsight, { ...goalInsight, id: "second" }]
 		);
 
 		expect(blocks.filter((b) => b.type === "divider")).toHaveLength(1);
@@ -141,8 +128,7 @@ describe("Slack insight digest blocks", () => {
 						"Duplicate funnel 019d7dac-6c23-7000-b8b0-b5cacc81db79 is active",
 					type: "funnel_regression",
 				},
-			],
-			[]
+			]
 		);
 
 		expect(sectionText(blocks, 2)).toContain(
@@ -157,24 +143,6 @@ describe("Slack insight digest blocks", () => {
 		}
 	});
 
-	it("marks cross-site patterns in the label chip", () => {
-		const blocks = buildBlocks(
-			"Databuddy",
-			"app.databuddy.cc",
-			[goalInsight],
-			[
-				{
-					insightIds: ["goal-insight"],
-					websiteIds: ["site-a", "site-b", "site-c"],
-				} as never,
-			]
-		);
-
-		expect(contextText(blocks, 4)).toBe(
-			"Fix · Goal tracking · part of a pattern across 3 sites"
-		);
-	});
-
 	it("handles legacy insight rows without type or sentiment fields", () => {
 		const blocks = buildBlocks(
 			"Databuddy",
@@ -187,12 +155,11 @@ describe("Slack insight digest blocks", () => {
 					suggestion: "Review this legacy insight.",
 					title: "Legacy insight still renders",
 				},
-			],
-			[]
+			]
 		);
 
 		expect(contextText(blocks, 1)).toBe("1 fix");
-		expect(contextText(blocks, 4)).toBe("Fix · Priority signal");
+		expect(contextText(blocks, 4)).toBe("Fix");
 		expect(sectionText(blocks, 2)).toStartWith(":red_circle:");
 	});
 
@@ -201,7 +168,6 @@ describe("Slack insight digest blocks", () => {
 			"Databuddy",
 			"app.databuddy.cc",
 			[goalInsight],
-			[],
 			[
 				{
 					...goalInsight,
@@ -230,7 +196,6 @@ describe("Slack insight digest blocks", () => {
 			"app.databuddy.cc",
 			[goalInsight],
 			[],
-			[],
 			[
 				{
 					...goalInsight,
@@ -254,7 +219,6 @@ describe("Slack insight digest blocks", () => {
 			"Databuddy",
 			"app.databuddy.cc",
 			[],
-			[],
 			[{ ...goalInsight, id: "worse", title: "Got worse" }],
 			[{ ...goalInsight, id: "flat", title: "Still flat" }]
 		);
@@ -271,7 +235,6 @@ describe("Slack insight digest blocks", () => {
 			"Databuddy",
 			"app.databuddy.cc",
 			[],
-			[],
 			[goalInsight]
 		);
 
@@ -296,11 +259,10 @@ describe("Slack insight digest blocks", () => {
 					title: "Traffic tripled this week",
 					type: "positive_trend",
 				},
-			],
-			[]
+			]
 		);
 
-		expect(blocks[0]?.text?.text).toBe("Insights for example.com");
+		expect(blocks[0]?.text?.text).toBe("Findings for example.com");
 		expect(contextText(blocks, 1)).toBe("1 win");
 		expect(sectionText(blocks, 2)).toStartWith(":large_green_circle:");
 		expect(contextText(blocks, 4)).toBe("Opportunity · Acquisition");
diff --git a/apps/insights/src/delivery.ts b/apps/insights/src/delivery.ts
index 10703bdf2..0fb454725 100644
--- a/apps/insights/src/delivery.ts
+++ b/apps/insights/src/delivery.ts
@@ -1,13 +1,14 @@
-import { and, db, eq, isNull } from "@databuddy/db";
+import { and, db, eq } from "@databuddy/db";
 import dayjs from "dayjs";
 import {
 	type InsightDelivery,
 	insightGenerationConfigs,
+	slackChannelBindings,
 	slackIntegrations,
 } from "@databuddy/db/schema";
 import { decrypt } from "@databuddy/encryption";
 import { env } from "@databuddy/env/insights";
-import type { ChainAssignment } from "./chain-detection";
+import type { GeneratedWebsiteInsight } from "./persistence";
 import { captureInsightsError, emitInsightsEvent } from "./lib/evlog-insights";
 
 const SLACK_POST_URL = "https://slack.com/api/chat.postMessage";
@@ -20,33 +21,24 @@ function truncate(value: string, max: number): string {
 	return value.length > max ? `${value.slice(0, max - 1)}…` : value;
 }
 
-interface DigestMetric {
-	current: number;
-	format?: "number" | "percent" | "duration_ms" | "duration_s";
-	label: string;
-	previous?: number | null;
-}
-
-interface DigestEvidence {
-	description: string;
-}
-
-interface DigestInsight {
-	actions?: { label: string }[] | null;
-	currentPeriodFrom?: string | null;
-	currentPeriodTo?: string | null;
-	description: string;
-	evidence?: DigestEvidence[] | null;
-	id: string;
-	impactSummary?: string | null;
-	metrics?: DigestMetric[] | null;
-	rootCause?: string | null;
-	sentiment?: string | null;
-	severity: string;
-	suggestion: string;
-	title: string;
-	type?: string | null;
-}
+type DigestInsight = Pick<
+	GeneratedWebsiteInsight,
+	"description" | "id" | "severity" | "title"
+> &
+	Partial<
+		Pick<
+			GeneratedWebsiteInsight,
+			| "evidence"
+			| "impactSummary"
+			| "metrics"
+			| "rootCause"
+			| "sentiment"
+			| "type"
+		>
+	> & {
+		currentPeriodFrom?: string | null;
+		currentPeriodTo?: string | null;
+	};
 
 interface SlackBlock {
 	accessory?: unknown;
@@ -87,65 +79,46 @@ export function buildFallbackText(
 	websiteDomain: string
 ): string {
 	return escapeMrkdwn(
-		`Insights for ${formatWebsiteLabel(websiteName, websiteDomain)}`
+		`Findings for ${formatWebsiteLabel(websiteName, websiteDomain)}`
 	);
 }
 
 async function resolveDeliveries(
-	organizationId: string,
-	websiteId: string
+	organizationId: string
 ): Promise<InsightDelivery[]> {
-	const [websiteConfig] = await db
-		.select({ deliveries: insightGenerationConfigs.deliveries })
-		.from(insightGenerationConfigs)
-		.where(
-			and(
-				eq(insightGenerationConfigs.organizationId, organizationId),
-				eq(insightGenerationConfigs.websiteId, websiteId)
-			)
-		)
-		.limit(1);
-	if (websiteConfig) {
-		return websiteConfig.deliveries;
-	}
-
 	const [orgConfig] = await db
 		.select({ deliveries: insightGenerationConfigs.deliveries })
 		.from(insightGenerationConfigs)
-		.where(
-			and(
-				eq(insightGenerationConfigs.organizationId, organizationId),
-				isNull(insightGenerationConfigs.websiteId)
-			)
-		)
+		.where(eq(insightGenerationConfigs.organizationId, organizationId))
 		.limit(1);
 	return orgConfig?.deliveries ?? [];
 }
 
-async function loadBotToken(organizationId: string): Promise<string | null> {
-	const key = env.DATABUDDY_ENCRYPTION_KEY;
-	if (!key) {
-		return null;
-	}
-	const [integration] = await db
+async function loadBoundBotToken(
+	organizationId: string,
+	channelId: string
+): Promise<{ bindingCount: number; token: string | null }> {
+	const integrations = await db
 		.select({ ciphertext: slackIntegrations.botTokenCiphertext })
-		.from(slackIntegrations)
-		.where(
+		.from(slackChannelBindings)
+		.innerJoin(
+			slackIntegrations,
 			and(
+				eq(slackChannelBindings.integrationId, slackIntegrations.id),
 				eq(slackIntegrations.organizationId, organizationId),
 				eq(slackIntegrations.status, "active")
 			)
 		)
-		.limit(1);
-	if (!integration) {
-		return null;
+		.where(eq(slackChannelBindings.slackChannelId, channelId))
+		.limit(2);
+	if (integrations.length !== 1) {
+		return { bindingCount: integrations.length, token: null };
 	}
-	return decrypt(integration.ciphertext, key);
-}
-
-function chainSiteCount(insightId: string, chains: ChainAssignment[]): number {
-	const chain = chains.find((c) => c.insightIds.includes(insightId));
-	return chain ? new Set(chain.websiteIds).size : 0;
+	const key = env.DATABUDDY_ENCRYPTION_KEY;
+	return {
+		bindingCount: 1,
+		token: key ? decrypt(integrations[0].ciphertext, key) : null,
+	};
 }
 
 function digestLabel(insight: DigestInsight): string {
@@ -175,9 +148,7 @@ function digestLabel(insight: DigestInsight): string {
 		case "segment_regression":
 			return "Review · Data quality";
 		default:
-			return insight.severity === "info"
-				? "Review · Signal"
-				: "Fix · Priority signal";
+			return insight.severity === "info" ? "Review" : "Fix";
 	}
 }
 
@@ -264,7 +235,6 @@ export function buildBlocks(
 	websiteName: string | null | undefined,
 	websiteDomain: string,
 	insights: DigestInsight[],
-	chains: ChainAssignment[],
 	escalations: DigestInsight[] = [],
 	persistent: DigestInsight[] = []
 ): SlackBlock[] {
@@ -275,7 +245,7 @@ export function buildBlocks(
 			type: "header",
 			text: {
 				type: "plain_text",
-				text: truncate(`Insights for ${websiteLabel}`, SLACK_HEADER_MAX),
+				text: truncate(`Findings for ${websiteLabel}`, SLACK_HEADER_MAX),
 			},
 		},
 		{
@@ -321,16 +291,9 @@ export function buildBlocks(
 			},
 		});
 
-		const siteCount = chainSiteCount(insight.id, chains);
-		const contextParts = [escapeMrkdwn(label)];
-		if (siteCount > 1) {
-			contextParts.push(`part of a pattern across ${siteCount} sites`);
-		}
 		blocks.push({
 			type: "context",
-			elements: [
-				{ type: "mrkdwn", text: truncate(contextParts.join(" · "), 255) },
-			],
+			elements: [{ type: "mrkdwn", text: truncate(escapeMrkdwn(label), 255) }],
 		});
 
 		if (index < visible.length - 1) {
@@ -387,7 +350,9 @@ function formatMetricValue(value: number, format?: string): string {
 	}
 }
 
-function metricLine(metric: DigestMetric): string {
+function metricLine(
+	metric: NonNullable<DigestInsight["metrics"]>[number]
+): string {
 	const current = formatMetricValue(metric.current, metric.format);
 	if (metric.previous === undefined || metric.previous === null) {
 		return `${metric.label}: ${current}`;
@@ -477,7 +442,6 @@ async function postToSlack(
 }
 
 export async function deliverInsightDigests(params: {
-	chains?: ChainAssignment[];
 	escalations?: DigestInsight[];
 	insights: DigestInsight[];
 	organizationId: string;
@@ -496,10 +460,7 @@ export async function deliverInsightDigests(params: {
 		return;
 	}
 
-	const deliveries = await resolveDeliveries(
-		params.organizationId,
-		params.websiteId
-	);
+	const deliveries = await resolveDeliveries(params.organizationId);
 	const slackChannelIds = [
 		...new Set(
 			deliveries.filter((d) => d.type === "slack").map((d) => d.channelId)
@@ -509,21 +470,10 @@ export async function deliverInsightDigests(params: {
 		return;
 	}
 
-	const token = await loadBotToken(params.organizationId);
-	if (!token) {
-		emitInsightsEvent("warn", "delivery.slack.skipped_no_integration", {
-			organization_id: params.organizationId,
-			website_id: params.websiteId,
-			delivery_count: slackChannelIds.length,
-		});
-		return;
-	}
-
 	const blocks = buildBlocks(
 		params.websiteName,
 		params.websiteDomain,
 		params.insights,
-		params.chains ?? [],
 		escalations,
 		persistent
 	);
@@ -535,6 +485,37 @@ export async function deliverInsightDigests(params: {
 	const text = buildFallbackText(params.websiteName, params.websiteDomain);
 	for (const channelId of slackChannelIds) {
 		try {
+			const { bindingCount, token } = await loadBoundBotToken(
+				params.organizationId,
+				channelId
+			);
+			if (bindingCount !== 1) {
+				emitInsightsEvent(
+					"warn",
+					bindingCount === 0
+						? "delivery.slack.skipped_missing_binding"
+						: "delivery.slack.skipped_ambiguous_binding",
+					{
+						organization_id: params.organizationId,
+						website_id: params.websiteId,
+						slack_channel_id: channelId,
+						binding_count: bindingCount,
+					}
+				);
+				continue;
+			}
+			if (!token) {
+				emitInsightsEvent(
+					"warn",
+					"delivery.slack.skipped_missing_encryption_key",
+					{
+						organization_id: params.organizationId,
+						website_id: params.websiteId,
+						slack_channel_id: channelId,
+					}
+				);
+				continue;
+			}
 			const parentTs = await postToSlack(token, channelId, blocks, text);
 			if (threadBlocks.length > 0 && parentTs) {
 				await postToSlack(
diff --git a/apps/insights/src/detection.test.ts b/apps/insights/src/detection.test.ts
index 3d56c5b22..025eae1a0 100644
--- a/apps/insights/src/detection.test.ts
+++ b/apps/insights/src/detection.test.ts
@@ -8,6 +8,7 @@ import {
 	detectSignals,
 	mad,
 	median,
+	wowWindow,
 } from "./detection";
 
 function makeDailyRows(
@@ -162,7 +163,52 @@ describe("adaptiveWowThreshold", () => {
 	});
 });
 
+describe("wowWindow", () => {
+	it("ends both comparison windows on complete days", () => {
+		expect(wowWindow(dayjs("2026-06-15"), 7)).toEqual({
+			currentFrom: "2026-06-08",
+			currentTo: "2026-06-14",
+			previousFrom: "2026-06-01",
+			previousTo: "2026-06-07",
+		});
+	});
+});
+
 describe("detectSignals", () => {
+	it("uses an explicit clock for historical replay windows", async () => {
+		const requests: Array<{ from?: string; to?: string; type: string }> = [];
+		const queryFn: QueryFn = async (request) => {
+			requests.push({
+				from: request.from,
+				to: request.to,
+				type: request.type,
+			});
+			return [];
+		};
+
+		await detectSignals(BASE_PARAMS, queryFn, dayjs("2025-03-15"));
+
+		expect(requests[0]).toMatchObject({
+			from: "2025-02-15",
+			to: "2025-03-14",
+			type: "events_by_date",
+		});
+		expect(
+			requests.filter((request) => request.type === "summary_metrics")
+		).toEqual([
+			{
+				from: "2025-02-15",
+				to: "2025-03-14",
+				type: "summary_metrics",
+			},
+			{
+				from: "2025-01-18",
+				to: "2025-02-14",
+				type: "summary_metrics",
+			},
+		]);
+	});
+
 	describe("z-score detection", () => {
 		it("flags a spike on the latest complete day", async () => {
 			const start = dayjs().subtract(28, "day");
@@ -196,6 +242,10 @@ describe("detectSignals", () => {
 			expect(visitorSignal!.current).toBe(350);
 			expect(visitorSignal!.zScore).toBeDefined();
 			expect(Math.abs(visitorSignal!.zScore!)).toBeGreaterThanOrEqual(2.5);
+			expect(visitorSignal!.baselineDates?.length).toBeGreaterThanOrEqual(6);
+			expect(visitorSignal!.baselineDates).toEqual(
+				[...(visitorSignal!.baselineDates ?? [])].sort()
+			);
 		});
 
 		it("flags a drop on the latest complete day", async () => {
@@ -337,6 +387,49 @@ describe("detectSignals", () => {
 			const zscoreSignals = signals.filter((s) => s.method === "zscore");
 			expect(zscoreSignals.length).toBe(0);
 		});
+
+		it("fetches enough history for z-score detection at the default lookback", async () => {
+			const lastCompleteDay = dayjs().subtract(1, "day");
+			const start = lastCompleteDay.subtract(21, "day");
+			const rows = generateStableDays(22, {
+				visitors: 100,
+				sessions: 120,
+				pageviews: 200,
+				bounce_rate: 40,
+				median_session_duration: 60,
+			}, start);
+			rows[21].visitors = 500;
+
+			let requestedFrom = "";
+			let requestedTo = "";
+			const queryFn: QueryFn = async (request: {
+				from?: string;
+				to?: string;
+				type: string;
+			}) => {
+				if (request.type !== "events_by_date") {
+					return [];
+				}
+				requestedFrom = request.from ?? "";
+				requestedTo = request.to ?? "";
+				return makeDailyRows(rows).filter(
+					(row) => row.date >= requestedFrom && row.date <= requestedTo
+				);
+			};
+
+			const signals = await detectSignals(
+				{ ...BASE_PARAMS, lookbackDays: 7 },
+				queryFn
+			);
+
+			expect(requestedFrom).toBe(start.format("YYYY-MM-DD"));
+			expect(requestedTo).toBe(lastCompleteDay.format("YYYY-MM-DD"));
+			expect(
+				signals.some(
+					(signal) => signal.metric === "visitors" && signal.method === "zscore"
+				)
+			).toBe(true);
+		});
 	});
 
 	describe("WoW detection", () => {
@@ -393,6 +486,36 @@ describe("detectSignals", () => {
 			expect(wowSignals.length).toBe(0);
 		});
 
+		it("flags a complete traffic outage after a nonzero baseline", async () => {
+			const queryFn = createMockQueryFn(
+				[],
+				{
+					unique_visitors: 0,
+					sessions: 0,
+					pageviews: 0,
+					bounce_rate: 0,
+					median_session_duration: 0,
+				},
+				{
+					unique_visitors: 200,
+					sessions: 250,
+					pageviews: 500,
+					bounce_rate: 40,
+					median_session_duration: 60,
+				}
+			);
+
+			const signals = await detectSignals(BASE_PARAMS, queryFn);
+			const trafficDrop = signals.find((signal) =>
+				["visitors", "sessions", "pageviews"].includes(signal.metric)
+			);
+
+			expect(trafficDrop).toBeDefined();
+			expect(trafficDrop!.direction).toBe("down");
+			expect(trafficDrop!.current).toBe(0);
+			expect(trafficDrop!.deltaPercent).toBe(-100);
+		});
+
 		it("suppresses WoW changes within a volatile site's normal range", async () => {
 			const start = dayjs().subtract(27, "day");
 			const volatileDays = Array.from({ length: 28 }, (_, i) => ({
diff --git a/apps/insights/src/detection.ts b/apps/insights/src/detection.ts
index 554f7570e..c5c8225bf 100644
--- a/apps/insights/src/detection.ts
+++ b/apps/insights/src/detection.ts
@@ -8,6 +8,7 @@ dayjs.extend(timezonePlugin);
 
 export interface DetectedSignal {
 	baseline: number;
+	baselineDates?: string[];
 	current: number;
 	deltaPercent: number;
 	detectedAt: string;
@@ -88,6 +89,7 @@ export function mad(values: number[]): number {
 const MAD_SCALE = 1.4826;
 const ZSCORE_THRESHOLD = 2.5;
 const ZSCORE_MIN_BASELINE = 6;
+const ZSCORE_HISTORY_DAYS = 22;
 const WOW_TRAFFIC_THRESHOLD = 40;
 const WOW_ERROR_THRESHOLD = 40;
 const WOW_REVENUE_THRESHOLD = 30;
@@ -122,13 +124,18 @@ export interface WowWindow {
 
 export function wowWindow(today: dayjs.Dayjs, lookbackDays: number): WowWindow {
 	const windowDays = Math.max(3, lookbackDays);
+	const lastCompleteDay = today.subtract(1, "day");
 	return {
-		currentFrom: today.subtract(windowDays - 1, "day").format("YYYY-MM-DD"),
-		currentTo: today.format("YYYY-MM-DD"),
-		previousFrom: today
+		currentFrom: lastCompleteDay
+			.subtract(windowDays - 1, "day")
+			.format("YYYY-MM-DD"),
+		currentTo: lastCompleteDay.format("YYYY-MM-DD"),
+		previousFrom: lastCompleteDay
 			.subtract(windowDays * 2 - 1, "day")
 			.format("YYYY-MM-DD"),
-		previousTo: today.subtract(windowDays, "day").format("YYYY-MM-DD"),
+		previousTo: lastCompleteDay
+			.subtract(windowDays, "day")
+			.format("YYYY-MM-DD"),
 	};
 }
 
@@ -280,15 +287,17 @@ export type QueryFn = typeof executeQuery;
 
 export async function detectSignals(
 	params: DetectSignalsParams,
-	queryFn: QueryFn = executeQuery
+	queryFn: QueryFn = executeQuery,
+	today: dayjs.Dayjs = params.timezone ? dayjs().tz(params.timezone) : dayjs()
 ): Promise<DetectedSignal[]> {
 	const { websiteId, lookbackDays, timezone } = params;
 
-	const today = timezone ? dayjs().tz(timezone) : dayjs();
-	const dailyFrom = today
-		.subtract(lookbackDays - 1, "day")
+	const lastCompleteDay = today.subtract(1, "day");
+	const dailyHistoryDays = Math.max(lookbackDays, ZSCORE_HISTORY_DAYS);
+	const dailyFrom = lastCompleteDay
+		.subtract(dailyHistoryDays - 1, "day")
 		.format("YYYY-MM-DD");
-	const dailyTo = today.format("YYYY-MM-DD");
+	const dailyTo = lastCompleteDay.format("YYYY-MM-DD");
 
 	const rows = await queryFn(
 		{
@@ -298,16 +307,15 @@ export async function detectSignals(
 			to: dailyTo,
 			timezone,
 			timeUnit: "day",
-			limit: lookbackDays + 5,
+			limit: dailyHistoryDays + 5,
 		},
 		undefined,
 		timezone
 	);
 
-	const todayStr = today.format("YYYY-MM-DD");
 	const sorted = [...rows]
 		.sort((a, b) => String(a.date ?? "").localeCompare(String(b.date ?? "")))
-		.filter((row) => String(row.date ?? "") !== todayStr);
+		.filter((row) => String(row.date ?? "") <= dailyTo);
 
 	const zscoreSignals = detectZscore(sorted);
 
@@ -412,9 +420,12 @@ function detectZscore(sorted: Record<string, unknown>[]): DetectedSignal[] {
 	const signals: DetectedSignal[] = [];
 
 	for (const metric of ANOMALY_METRICS) {
-		const baselineValues = baseline
-			.map((row) => numberField(row, metric.dailyField))
-			.filter((v) => Number.isFinite(v));
+		const comparableRows = baseline.filter((row) =>
+			Number.isFinite(numberField(row, metric.dailyField))
+		);
+		const baselineValues = comparableRows.map((row) =>
+			numberField(row, metric.dailyField)
+		);
 
 		if (baselineValues.length < ZSCORE_MIN_BASELINE) {
 			continue;
@@ -441,6 +452,7 @@ function detectZscore(sorted: Record<string, unknown>[]): DetectedSignal[] {
 			metric: metric.key,
 			label: metric.label,
 			method: "zscore",
+			baselineDates: comparableRows.map((row) => String(row.date ?? "")),
 			direction,
 			current: currentValue,
 			baseline: baselineMedian,
@@ -504,7 +516,7 @@ async function detectWow(
 		const currentValue = numberField(currentSummary[0], metric.summaryField);
 		const previousValue = numberField(previousSummary[0], metric.summaryField);
 
-		if (previousValue === 0 || currentValue === 0) {
+		if (previousValue === 0) {
 			continue;
 		}
 
diff --git a/apps/insights/src/enrichment.test.ts b/apps/insights/src/enrichment.test.ts
index 628a9afc6..6cdfa173b 100644
--- a/apps/insights/src/enrichment.test.ts
+++ b/apps/insights/src/enrichment.test.ts
@@ -11,7 +11,7 @@ function makeSignal(overrides: Partial<DetectedSignal> = {}): DetectedSignal {
 	return {
 		metric: "visitors",
 		label: "Visitors",
-		method: "zscore",
+		method: "wow",
 		direction: "down",
 		current: 50,
 		baseline: 100,
@@ -61,18 +61,18 @@ describe("enrichSignals", () => {
 
 			const queryFn = createMockQueryFn({
 				top_pages: {
-					"2026-05-20:2026-05-20": [
+					"2026-05-07:2026-05-20": [
 						{ name: "/home", visitors: 30 },
 						{ name: "/about", visitors: 20 },
 					],
-					"2026-05-07:2026-05-19": [
+					"2026-04-23:2026-05-06": [
 						{ name: "/home", visitors: 80 },
 						{ name: "/about", visitors: 25 },
 					],
 				},
 				country: {
-					"2026-05-20:2026-05-20": [{ name: "US", visitors: 20 }],
-					"2026-05-07:2026-05-19": [{ name: "US", visitors: 60 }],
+					"2026-05-07:2026-05-20": [{ name: "US", visitors: 20 }],
+					"2026-04-23:2026-05-06": [{ name: "US", visitors: 60 }],
 				},
 				browser_name: { "*": [] },
 				top_referrers: { "*": [] },
@@ -95,6 +95,8 @@ describe("enrichSignals", () => {
 
 			const homeMover = pages!.topMovers.find((m) => m.name === "/home");
 			expect(homeMover).toBeDefined();
+			expect(homeMover!.current).toBe(30);
+			expect(homeMover!.previous).toBe(80);
 			expect(homeMover!.delta).toBe(-50);
 			expect(homeMover!.deltaPercent).toBe(-62.5);
 
@@ -110,11 +112,11 @@ describe("enrichSignals", () => {
 
 			const queryFn = createMockQueryFn({
 				top_pages: {
-					"2026-05-20:2026-05-20": [
+					"2026-05-07:2026-05-20": [
 						{ name: "/home", visitors: 95 },
 						{ name: "/big-change", visitors: 200 },
 					],
-					"2026-05-07:2026-05-19": [
+					"2026-04-23:2026-05-06": [
 						{ name: "/home", visitors: 100 },
 						{ name: "/big-change", visitors: 50 },
 					],
@@ -151,8 +153,8 @@ describe("enrichSignals", () => {
 
 			const queryFn = createMockQueryFn({
 				top_pages: {
-					"2026-05-20:2026-05-20": [{ name: "/home", visitors: 100 }],
-					"2026-05-07:2026-05-19": [{ name: "/home", visitors: 100 }],
+					"2026-05-07:2026-05-20": [{ name: "/home", visitors: 100 }],
+					"2026-04-23:2026-05-06": [{ name: "/home", visitors: 100 }],
 				},
 				country: { "*": [] },
 				browser_name: { "*": [] },
@@ -182,16 +184,16 @@ describe("enrichSignals", () => {
 				browser_name: { "*": [] },
 				top_referrers: { "*": [] },
 				error_summary: {
-					"2026-05-20:2026-05-20": [{ totalErrors: 150 }],
-					"2026-05-07:2026-05-19": [{ totalErrors: 100 }],
+					"2026-05-07:2026-05-20": [{ totalErrors: 150 }],
+					"2026-04-23:2026-05-06": [{ totalErrors: 100 }],
 				},
 				error_types: {
-					"2026-05-20:2026-05-20": [
+					"2026-05-07:2026-05-20": [
 						{ name: "TypeError", count: 80 },
 						{ name: "RangeError", count: 40 },
 						{ name: "NetworkError", count: 30 },
 					],
-					"2026-05-07:2026-05-19": [
+					"2026-04-23:2026-05-06": [
 						{ name: "TypeError", count: 50 },
 						{ name: "RangeError", count: 40 },
 					],
@@ -220,8 +222,8 @@ describe("enrichSignals", () => {
 				browser_name: { "*": [] },
 				top_referrers: { "*": [] },
 				error_summary: {
-					"2026-05-20:2026-05-20": [{ totalErrors: 110 }],
-					"2026-05-07:2026-05-19": [{ totalErrors: 100 }],
+					"2026-05-07:2026-05-20": [{ totalErrors: 110 }],
+					"2026-04-23:2026-05-06": [{ totalErrors: 100 }],
 				},
 				error_types: { "*": [] },
 			});
@@ -245,16 +247,16 @@ describe("enrichSignals", () => {
 				browser_name: { "*": [] },
 				top_referrers: { "*": [] },
 				error_summary: {
-					"2026-05-20:2026-05-20": [{ totalErrors: 200 }],
-					"2026-05-07:2026-05-19": [{ totalErrors: 80 }],
+					"2026-05-07:2026-05-20": [{ totalErrors: 200 }],
+					"2026-04-23:2026-05-06": [{ totalErrors: 80 }],
 				},
 				error_types: {
-					"2026-05-20:2026-05-20": [
+					"2026-05-07:2026-05-20": [
 						{ name: "TypeError", count: 100 },
 						{ name: "NewCrash", count: 60 },
 						{ name: "AnotherNew", count: 40 },
 					],
-					"2026-05-07:2026-05-19": [{ name: "TypeError", count: 80 }],
+					"2026-04-23:2026-05-06": [{ name: "TypeError", count: 80 }],
 				},
 			});
 
@@ -280,16 +282,16 @@ describe("enrichSignals", () => {
 				browser_name: { "*": [] },
 				top_referrers: { "*": [] },
 				error_summary: {
-					"2026-05-20:2026-05-20": [{ totalErrors: 300 }],
-					"2026-05-07:2026-05-19": [{ totalErrors: 100 }],
+					"2026-05-07:2026-05-20": [{ totalErrors: 300 }],
+					"2026-04-23:2026-05-06": [{ totalErrors: 100 }],
 				},
 				error_types: {
-					"2026-05-20:2026-05-20": [
+					"2026-05-07:2026-05-20": [
 						{ name: "TypeError", count: 150 },
 						{ name: "RangeError", count: 100 },
 						{ name: "SyntaxError", count: 50 },
 					],
-					"2026-05-07:2026-05-19": [
+					"2026-04-23:2026-05-06": [
 						{ name: "TypeError", count: 30 },
 						{ name: "RangeError", count: 20 },
 						{ name: "SyntaxError", count: 50 },
@@ -354,8 +356,19 @@ describe("enrichSignals", () => {
 	});
 
 	describe("time window computation", () => {
-		it("uses single-day current window for zscore signals", async () => {
-			const signal = makeSignal({ method: "zscore", detectedAt: "2026-05-20" });
+		it("does not compare continuous ranges for zscore signals", async () => {
+			const signal = makeSignal({
+				method: "zscore",
+				detectedAt: "2026-05-20",
+				baselineDates: [
+					"2026-04-30",
+					"2026-05-01",
+					"2026-05-04",
+					"2026-05-05",
+					"2026-05-06",
+					"2026-05-18",
+				],
+			});
 			const calls: { type: string; from: string; to: string }[] = [];
 
 			const queryFn: QueryFn = async (request: {
@@ -378,11 +391,7 @@ describe("enrichSignals", () => {
 				createMockAnnotationFn()
 			);
 
-			const pagesCurrent = calls.find(
-				(c) => c.type === "top_pages" && c.from === "2026-05-20"
-			);
-			expect(pagesCurrent).toBeDefined();
-			expect(pagesCurrent!.to).toBe("2026-05-20");
+			expect(calls).toEqual([]);
 		});
 
 		it("uses full-lookback windows for wow signals", async () => {
diff --git a/apps/insights/src/enrichment.ts b/apps/insights/src/enrichment.ts
index b2fcc6aa5..864092497 100644
--- a/apps/insights/src/enrichment.ts
+++ b/apps/insights/src/enrichment.ts
@@ -6,13 +6,14 @@ import {
 	safeDeltaPercent,
 	type DetectedSignal,
 	type QueryFn,
-	wowWindow,
 } from "./detection";
 
 export interface SegmentMover {
+	current: number;
 	delta: number;
 	deltaPercent: number;
 	name: string;
+	previous: number;
 }
 
 export interface SegmentBreakdown {
@@ -35,17 +36,6 @@ export interface AnnotationContext {
 	title: string;
 }
 
-export interface GitHubContext {
-	commits: { sha: string; message: string; author: string; date: string }[];
-	recentPRs: {
-		number: number;
-		title: string;
-		mergedAt: string;
-		author: string;
-	}[];
-	repo: string;
-}
-
 export interface VitalsContext {
 	metrics: Array<{
 		name: string;
@@ -58,14 +48,11 @@ export interface VitalsContext {
 export interface EnrichedSignal extends DetectedSignal {
 	annotations: AnnotationContext[];
 	errorContext?: ErrorContext;
-	githubContext?: GitHubContext;
 	segments: SegmentBreakdown[];
 	vitalsContext?: VitalsContext;
 }
 
 export interface EnrichSignalsParams {
-	githubRepo?: { owner: string; repo: string };
-	githubToken?: string | null;
 	lookbackDays: number;
 	timezone: string;
 	websiteId: string;
@@ -85,7 +72,7 @@ interface ErrorTypeRow {
 	name?: unknown;
 }
 
-interface SignalWindow {
+export interface SignalWindow {
 	currentFrom: string;
 	currentTo: string;
 	previousFrom: string;
@@ -107,26 +94,38 @@ const SEGMENT_TOP_MOVERS = 3;
 const SEGMENT_FETCH_LIMIT = 100;
 const ERROR_MIN_DELTA_PERCENT = 20;
 const ERROR_TOP_LIMIT = 5;
-const ERROR_WORD_SPLIT_RE = /[\s:()]+/;
 
-function computeWindow(
+export function signalWindow(
 	signal: DetectedSignal,
 	lookbackDays: number
 ): SignalWindow {
 	const detectedDay = dayjs(signal.detectedAt);
 
 	if (signal.method === "zscore") {
+		const baselineDates = signal.baselineDates ?? [];
 		return {
 			currentFrom: detectedDay.format("YYYY-MM-DD"),
 			currentTo: detectedDay.format("YYYY-MM-DD"),
-			previousFrom: detectedDay
-				.subtract(lookbackDays - 1, "day")
-				.format("YYYY-MM-DD"),
-			previousTo: detectedDay.subtract(1, "day").format("YYYY-MM-DD"),
+			previousFrom:
+				baselineDates[0] ??
+				detectedDay.subtract(lookbackDays - 1, "day").format("YYYY-MM-DD"),
+			previousTo:
+				baselineDates.at(-1) ??
+				detectedDay.subtract(1, "day").format("YYYY-MM-DD"),
 		};
 	}
 
-	return wowWindow(detectedDay, lookbackDays);
+	const windowDays = Math.max(3, lookbackDays);
+	return {
+		currentFrom: detectedDay
+			.subtract(windowDays - 1, "day")
+			.format("YYYY-MM-DD"),
+		currentTo: detectedDay.format("YYYY-MM-DD"),
+		previousFrom: detectedDay
+			.subtract(windowDays * 2 - 1, "day")
+			.format("YYYY-MM-DD"),
+		previousTo: detectedDay.subtract(windowDays, "day").format("YYYY-MM-DD"),
+	};
 }
 
 function queryPeriodPair(
@@ -193,6 +192,8 @@ function computeSegmentMovers(
 		.filter((m) => m.current !== 0 || m.previous !== 0)
 		.map((m) => ({
 			name: m.name,
+			current: m.current,
+			previous: m.previous,
 			delta: Number((m.current - m.previous).toFixed(2)),
 			deltaPercent: Number(safeDeltaPercent(m.current, m.previous).toFixed(2)),
 		}))
@@ -385,150 +386,50 @@ async function enrichVitals(
 	return metrics.length > 0 ? { metrics } : undefined;
 }
 
-function extractSignalKeywords(signals: EnrichedSignal[]): string[] {
-	const keywords = new Set<string>();
-	for (const s of signals) {
-		keywords.add(s.metric);
-		for (const seg of s.segments) {
-			for (const m of seg.topMovers) {
-				const segment = m.name.split("/").find((p) => p.length > 2);
-				if (segment) {
-					keywords.add(segment.toLowerCase());
-				}
-			}
-		}
-		if (s.errorContext) {
-			for (const err of s.errorContext.topNewErrors) {
-				const words = err
-					.split(ERROR_WORD_SPLIT_RE)
-					.filter((w) => w.length > 3);
-				for (const w of words.slice(0, 3)) {
-					keywords.add(w.toLowerCase());
-				}
-			}
-		}
-	}
-	return [...keywords].slice(0, 10);
-}
-
-async function enrichGitHub(
-	repo: { owner: string; repo: string },
-	token: string,
-	window: SignalWindow,
-	signalKeywords: string[]
-): Promise<GitHubContext | undefined> {
-	const { githubFetch } = await import("@databuddy/ai/tools/github-tools");
-	const repoPath = `${repo.owner}/${repo.repo}`;
-
-	try {
-		const [commitsData, prsData] = await Promise.all([
-			githubFetch(
-				`/repos/${repoPath}/commits?since=${window.previousFrom}T00:00:00Z&until=${window.currentTo}T23:59:59Z&per_page=15`,
-				token
-			),
-			githubFetch(
-				`/repos/${repoPath}/pulls?state=closed&sort=updated&direction=desc&per_page=10`,
-				token
-			),
-		]);
-
-		if (!(Array.isArray(commitsData) && Array.isArray(prsData))) {
-			return;
-		}
-
-		interface GHCommit {
-			commit?: {
-				message?: string;
-				author?: { name?: string; date?: string };
-			};
-			sha?: string;
-		}
-		interface GHPR {
-			merged_at?: string | null;
-			number?: number;
-			title?: string;
-			user?: { login?: string };
-		}
-
-		const commits = (commitsData as GHCommit[]).map((c) => ({
-			sha: String(c.sha ?? "").slice(0, 7),
-			message: String(c.commit?.message ?? "")
-				.split("\n")[0]
-				.slice(0, 120),
-			author: String(c.commit?.author?.name ?? ""),
-			date: String(c.commit?.author?.date ?? ""),
-		}));
-
-		const recentPRs = (prsData as GHPR[])
-			.filter((pr) => pr.merged_at)
-			.map((pr) => ({
-				number: Number(pr.number),
-				title: String(pr.title ?? "").slice(0, 120),
-				mergedAt: String(pr.merged_at),
-				author: String(pr.user?.login ?? ""),
-			}));
-
-		let relevantCommits: typeof commits = [];
-		if (signalKeywords.length > 0 && commits.length > 0) {
-			const detailFetches = commits.slice(0, 5).map(async (c) => {
-				const detail = await githubFetch(
-					`/repos/${repoPath}/commits/${c.sha}`,
-					token
-				);
-				if (!detail || typeof detail !== "object" || "error" in detail) {
-					return null;
-				}
-				const files =
-					(detail as { files?: Array<{ filename: string }> }).files ?? [];
-				const changedFiles = files.map((f) => f.filename);
-				const relevant = signalKeywords.some(
-					(kw) =>
-						changedFiles.some((f) => f.toLowerCase().includes(kw)) ||
-						c.message.toLowerCase().includes(kw)
-				);
-				return relevant
-					? { ...c, changedFiles: changedFiles.slice(0, 10) }
-					: null;
-			});
-
-			const results = await Promise.all(detailFetches);
-			relevantCommits = results.flatMap((r) => (r ? [r] : []));
-		}
-
-		return {
-			repo: repoPath,
-			commits:
-				relevantCommits.length > 0 ? relevantCommits : commits.slice(0, 5),
-			recentPRs,
-		};
-	} catch {
-		return;
-	}
-}
-
-export async function enrichSignals(
+export function enrichSignals(
 	signals: DetectedSignal[],
 	params: EnrichSignalsParams,
 	queryFn: QueryFn = executeQuery,
 	annotationQueryFn: AnnotationQueryFn = defaultAnnotationQuery
 ): Promise<EnrichedSignal[]> {
 	if (signals.length === 0) {
-		return [];
+		return Promise.resolve([]);
 	}
 
 	const { websiteId, timezone, lookbackDays } = params;
+	const queryCache = new Map<string, ReturnType<QueryFn>>();
+	const cachedQuery: QueryFn = (
+		request,
+		domain,
+		queryTimezone,
+		abortSignal
+	) => {
+		const key = JSON.stringify([request, domain, queryTimezone]);
+		const cached = queryCache.get(key);
+		if (cached) {
+			return cached;
+		}
+		const result = queryFn(request, domain, queryTimezone, abortSignal);
+		queryCache.set(key, result);
+		return result;
+	};
 
-	const firstWindow = computeWindow(signals[0], lookbackDays);
-
-	const enrichedWithoutGitHub = await Promise.all(
+	return Promise.all(
 		signals.map(async (signal) => {
-			const window = computeWindow(signal, lookbackDays);
+			const window = signalWindow(signal, lookbackDays);
+			const canCompareContinuousPeriods = signal.method !== "zscore";
 
 			const [segments, errorContext, vitalsContext, signalAnnotations] =
 				await Promise.all([
-					enrichSegments(websiteId, timezone, window, queryFn),
-					enrichErrors(websiteId, timezone, window, queryFn),
-					enrichVitals(websiteId, timezone, window, queryFn),
+					canCompareContinuousPeriods
+						? enrichSegments(websiteId, timezone, window, cachedQuery)
+						: Promise.resolve([]),
+					canCompareContinuousPeriods
+						? enrichErrors(websiteId, timezone, window, cachedQuery)
+						: Promise.resolve(undefined),
+					canCompareContinuousPeriods
+						? enrichVitals(websiteId, timezone, window, cachedQuery)
+						: Promise.resolve(undefined),
 					enrichAnnotations(websiteId, window, annotationQueryFn),
 				]);
 
@@ -538,23 +439,7 @@ export async function enrichSignals(
 				errorContext,
 				vitalsContext,
 				annotations: signalAnnotations,
-			} as EnrichedSignal;
+			};
 		})
 	);
-
-	let sharedGitHub: GitHubContext | undefined;
-	if (params.githubRepo && params.githubToken) {
-		const keywords = extractSignalKeywords(enrichedWithoutGitHub);
-		sharedGitHub = await enrichGitHub(
-			params.githubRepo,
-			params.githubToken,
-			firstWindow,
-			keywords
-		);
-	}
-
-	return enrichedWithoutGitHub.map((signal) => ({
-		...signal,
-		githubContext: sharedGitHub,
-	}));
 }
diff --git a/apps/insights/src/funnel-detection.test.ts b/apps/insights/src/funnel-detection.test.ts
index 5e21020ef..c78bcf90d 100644
--- a/apps/insights/src/funnel-detection.test.ts
+++ b/apps/insights/src/funnel-detection.test.ts
@@ -70,7 +70,7 @@ describe("detectFunnelGoalSignals", () => {
 		expect(signal.direction).toBe("down");
 		expect(signal.deltaPercent).toBe(-50);
 		expect(signal.method).toBe("wow");
-		expect(signal.detectedAt).toBe("2026-05-29");
+		expect(signal.detectedAt).toBe("2026-05-28");
 	});
 
 	it("flags a funnel conversion rise above threshold", async () => {
@@ -172,7 +172,7 @@ describe("detectFunnelGoalSignals", () => {
 
 		await detectFunnelGoalSignals(PARAMS, TODAY, deps);
 
-		expect(ranges).toContainEqual({ from: "2026-05-23", to: "2026-05-29" });
-		expect(ranges).toContainEqual({ from: "2026-05-16", to: "2026-05-22" });
+		expect(ranges).toContainEqual({ from: "2026-05-22", to: "2026-05-28" });
+		expect(ranges).toContainEqual({ from: "2026-05-15", to: "2026-05-21" });
 	});
 });
diff --git a/apps/insights/src/funnel-detection.ts b/apps/insights/src/funnel-detection.ts
index d58558d7b..6fd0cbe7c 100644
--- a/apps/insights/src/funnel-detection.ts
+++ b/apps/insights/src/funnel-detection.ts
@@ -167,7 +167,7 @@ export function defaultFunnelGoalDeps(websiteId: string): FunnelGoalDeps {
 
 export async function detectFunnelGoalSignals(
 	params: DetectSignalsParams,
-	today: dayjs.Dayjs = dayjs(),
+	today: dayjs.Dayjs = dayjs().tz(params.timezone),
 	deps: FunnelGoalDeps = defaultFunnelGoalDeps(params.websiteId)
 ): Promise<DetectedSignal[]> {
 	const window = wowWindow(today, params.lookbackDays);
diff --git a/apps/insights/src/generation.ts b/apps/insights/src/generation.ts
index d6a79bab3..c459aa2f5 100644
--- a/apps/insights/src/generation.ts
+++ b/apps/insights/src/generation.ts
@@ -4,50 +4,60 @@ import {
 	createModelFromId,
 } from "@databuddy/ai/config/models";
 import { trackAgentUsageAndBill } from "@databuddy/ai/agents/execution";
-import { hasWebInsightData } from "@databuddy/ai/insights/fetch-context";
-import type { WeekOverWeekPeriod } from "@databuddy/ai/insights/types";
-import { validateInsights } from "@databuddy/ai/insights/validate";
+import { hasTrackedInsightData } from "@databuddy/ai/insights/fetch-context";
+import { validateInvestigationSubmission } from "@databuddy/ai/insights/validate";
 import { getAILogger } from "@databuddy/ai/lib/ai-logger";
-import { storeAnalyticsSummary } from "@databuddy/ai/lib/supermemory";
-import type { ParsedInsight } from "@databuddy/ai/schemas/smart-insights-output";
-import { insightSchema } from "@databuddy/ai/schemas/smart-insights-output";
-import { createToolkit } from "@databuddy/ai/tools/toolkit";
+import {
+	summarizeAgentUsage,
+	type UsageTelemetry,
+} from "@databuddy/ai/lib/usage-telemetry";
 import { createInsightsAgentTools } from "@databuddy/ai/tools/insights-agent-tools";
+import { getCachedSiteContext } from "@databuddy/ai/tools/scrape-page";
 import { and, db, eq, isNull } from "@databuddy/db";
+import { websites } from "@databuddy/db/schema";
 import {
+	INSIGHTS_JOB_TIMEOUT_MS,
 	type InsightGenerationConfigSnapshot,
-	type InsightGenerationTool,
-	websites,
-} from "@databuddy/db/schema";
-import { getCachedSiteContext } from "@databuddy/ai/tools/scrape-page";
-import { getOAuthToken } from "@databuddy/ai/tools/utils/oauth-token";
-import { stepCountIs, tool, ToolLoopAgent, type ToolSet } from "ai";
+	type InsightGenerationReason,
+} from "@databuddy/redis";
+import {
+	type GeneratedInsight,
+	type InvestigationEvidence,
+	type InvestigationSignal,
+	type InvestigationSubmission,
+	investigationSubmissionSchema,
+	type WeekOverWeekPeriod,
+} from "@databuddy/shared/insights";
+import {
+	type LanguageModelUsage,
+	stepCountIs,
+	tool,
+	ToolLoopAgent,
+	type ToolSet,
+} from "ai";
 import { randomUUIDv7 } from "bun";
 import dayjs from "dayjs";
 import { resolveInsightsBilling } from "./billing";
-import { type ChainAssignment, detectAndAssignChains } from "./chain-detection";
 import { deliverInsightDigests } from "./delivery";
 import { type DetectedSignal, detectSignals, wowWindow } from "./detection";
 import { detectFunnelGoalSignals } from "./funnel-detection";
 import { enrichSignals } from "./enrichment";
+import { prepareInvestigation } from "./investigation";
+import type { GeneratedWebsiteInsight } from "./persistence";
+import { persistWebsiteInsights } from "./persistence";
 import {
-	type GeneratedWebsiteInsight,
-	maxInsights,
-	persistWebsiteInsights,
-} from "./persistence";
-import { reflectAndRank } from "./reflection";
+	INSIGHT_LOOKBACK_DAYS,
+	INSIGHT_MAX_STEPS,
+	type InsightDepth,
+	insightDepth,
+	MAX_INSIGHTS_PER_WEBSITE,
+} from "./policy";
 import { resolveInsightsForWebsite } from "./resolution";
 import { createInsightsServiceAuth } from "./service-auth";
 import {
 	buildInvestigationPrompt,
 	buildSystemPrompt,
-	fetchDownvotedPatterns,
 	fetchInsightHistory,
-	fetchRecentAnnotations,
-	fetchSiteCapabilities,
-	fetchSuppressedPatterns,
-	formatOrgWebsitesContext,
-	type OrgWebsiteRow,
 } from "./prompts";
 import {
 	captureInsightsError,
@@ -55,23 +65,10 @@ import {
 	setInsightsLog,
 } from "./lib/evlog-insights";
 
-const TOOL_NAMES = [
-	"web_metrics",
-	"product_metrics",
-	"ops_context",
-	"business_context",
-] as const satisfies readonly InsightGenerationTool[];
-
-const ALWAYS_ON_TOOLS = new Set([
-	"execute_sql",
-	"scrape_page",
-	"search_console",
-]);
-
 export interface GenerateWebsiteInsightsInput {
 	config: InsightGenerationConfigSnapshot;
 	organizationId: string;
-	reason: string;
+	reason: InsightGenerationReason;
 	requestedByUserId: string | null;
 	runId: string;
 	websiteId: string;
@@ -84,8 +81,64 @@ export interface GenerateWebsiteInsightsResult {
 	status: "skipped" | "succeeded";
 }
 
-function getComparisonPeriod(lookbackDays: number): WeekOverWeekPeriod {
-	const window = wowWindow(dayjs(), lookbackDays);
+export interface InvestigateWebsiteInput {
+	asOf: Date | string;
+	config: InsightGenerationConfigSnapshot;
+	domain: string;
+	includeHistory?: boolean;
+	includeSiteContext?: boolean;
+	organizationId: string;
+	userId?: string;
+	websiteId: string;
+}
+
+export interface InvestigationValidationAttempt {
+	accepted: boolean;
+	alreadyAccepted: boolean;
+	attempt: number;
+	errors: string[];
+}
+
+export interface InvestigationToolTrace {
+	finishReason: string;
+	index: number;
+	name: string;
+	signalKey?: string;
+	step: number;
+}
+
+export interface InvestigationTimings {
+	contextMs: number;
+	dataCheckMs: number;
+	detectionMs: number;
+	enrichmentMs: number;
+	modelMs: number;
+	preparationMs: number;
+	totalMs: number;
+}
+
+export interface WebsiteInvestigationArtifact {
+	asOf: string;
+	detectedSignals: DetectedSignal[];
+	evidence: InvestigationEvidence[];
+	insights: GeneratedInsight[];
+	modelId: string;
+	signals: InvestigationSignal[];
+	status: "completed" | "invalid_output" | "no_data" | "no_signals";
+	submission: InvestigationSubmission | null;
+	timings: InvestigationTimings;
+	toolNames: string[];
+	toolTrace: InvestigationToolTrace[];
+	usage: UsageTelemetry | null;
+	validationAttempts: InvestigationValidationAttempt[];
+}
+
+function getComparisonPeriod(
+	lookbackDays: number,
+	timezone: string,
+	asOf: dayjs.Dayjs
+): WeekOverWeekPeriod {
+	const window = wowWindow(asOf.tz(timezone), lookbackDays);
 	return {
 		current: { from: window.currentFrom, to: window.currentTo },
 		previous: { from: window.previousFrom, to: window.previousTo },
@@ -98,209 +151,276 @@ const INSIGHTS_MODEL_IDS = {
 	deep: "anthropic/claude-opus-4.7",
 } as const;
 
+const DATE_ONLY_PATTERN = /^\d{4}-\d{2}-\d{2}$/;
+
 const INSIGHTS_MODELS = {
 	fast: createModelFromId(INSIGHTS_MODEL_IDS.fast),
 	balanced: createModelFromId(INSIGHTS_MODEL_IDS.balanced),
 	deep: createModelFromId(INSIGHTS_MODEL_IDS.deep),
 };
 
-type InsightsModelKey = keyof typeof INSIGHTS_MODELS;
+interface InvestigationRuntime {
+	mode: "evaluation" | "production";
+	onUsage?: (input: {
+		chatId: string;
+		modelId: string;
+		usage: LanguageModelUsage;
+	}) => Promise<void>;
+}
 
-function modelKeyForTier(
-	tier: InsightGenerationConfigSnapshot["modelTier"],
-	hasCriticalSignals?: boolean
-): InsightsModelKey {
-	if (tier === "fast") {
-		return "fast";
-	}
-	if (tier === "deep") {
-		return "deep";
+interface AgentInvestigationResult {
+	insights: GeneratedInsight[];
+	submission: InvestigationSubmission | null;
+	toolTrace: InvestigationToolTrace[];
+	usage: UsageTelemetry;
+	validationAttempts: InvestigationValidationAttempt[];
+}
+
+function normalizeAsOf(asOf: Date | string, timezone: string): dayjs.Dayjs {
+	const value =
+		typeof asOf === "string" && DATE_ONLY_PATTERN.test(asOf)
+			? dayjs.tz(asOf, timezone)
+			: dayjs(asOf).tz(timezone);
+	if (!value.isValid()) {
+		throw new Error(`Invalid investigation asOf value: ${String(asOf)}`);
 	}
-	return hasCriticalSignals ? "deep" : "balanced";
+	return value;
 }
 
-function normalizeAllowedTools(
-	tools: InsightGenerationConfigSnapshot["allowedTools"]
-): InsightGenerationTool[] {
-	const allowed = new Set<InsightGenerationTool>(
-		tools.filter((t): t is InsightGenerationTool =>
-			(TOOL_NAMES as readonly string[]).includes(t)
-		)
-	);
-	allowed.add("web_metrics");
-	return TOOL_NAMES.filter((t) => allowed.has(t));
+function initialTimings(): InvestigationTimings {
+	return {
+		contextMs: 0,
+		dataCheckMs: 0,
+		detectionMs: 0,
+		enrichmentMs: 0,
+		modelMs: 0,
+		preparationMs: 0,
+		totalMs: 0,
+	};
 }
 
-interface AnalyzeWebsiteResult {
+function emptyInvestigationArtifact(params: {
+	asOf: dayjs.Dayjs;
 	detectedSignals: DetectedSignal[];
-	hadData: boolean;
-	insights: ParsedInsight[];
+	modelId: string;
+	startedAt: number;
+	status: "no_data" | "no_signals";
+	timings: InvestigationTimings;
+}): WebsiteInvestigationArtifact {
+	params.timings.totalMs = Math.round(performance.now() - params.startedAt);
+	return {
+		asOf: params.asOf.toISOString(),
+		detectedSignals: params.detectedSignals,
+		evidence: [],
+		insights: [],
+		modelId: params.modelId,
+		signals: [],
+		status: params.status,
+		submission: null,
+		timings: params.timings,
+		toolNames: [],
+		toolTrace: [],
+		usage: null,
+		validationAttempts: [],
+	};
 }
 
-async function analyzeWebsite(params: {
-	billingCustomerId: string | null;
-	config: InsightGenerationConfigSnapshot;
-	domain: string;
-	githubRepo?: { owner: string; repo: string };
-	organizationId: string;
-	orgSites: OrgWebsiteRow[];
-	period: WeekOverWeekPeriod;
-	userId?: string;
-	websiteId: string;
-}): Promise<AnalyzeWebsiteResult> {
+async function investigateWebsiteCore(
+	input: InvestigateWebsiteInput,
+	runtime: InvestigationRuntime
+): Promise<WebsiteInvestigationArtifact> {
 	const startedAt = performance.now();
-	const currentRange = params.period.current;
-	const previousRange = params.period.previous;
-	const [hasCurrentData, hasPreviousData] = await Promise.all([
-		hasWebInsightData(
-			params.websiteId,
-			params.domain,
-			currentRange.from,
-			currentRange.to,
-			params.config.timezone
-		),
-		hasWebInsightData(
-			params.websiteId,
-			params.domain,
-			previousRange.from,
-			previousRange.to,
-			params.config.timezone
-		),
-	]);
-	if (!(hasCurrentData || hasPreviousData)) {
-		emitInsightsEvent("info", "generation.agent.skipped_no_data", {
-			organization_id: params.organizationId,
-			website_id: params.websiteId,
-			duration_ms: Math.round(performance.now() - startedAt),
+	const timings = initialTimings();
+	const asOf = normalizeAsOf(input.asOf, input.config.timezone);
+	const modelId = INSIGHTS_MODEL_IDS[input.config.modelTier];
+	const period = getComparisonPeriod(
+		INSIGHT_LOOKBACK_DAYS,
+		input.config.timezone,
+		asOf
+	);
+	const currentRange = period.current;
+	const previousRange = period.previous;
+	const dataCheckStartedAt = performance.now();
+	const hasData = await hasTrackedInsightData(
+		input.websiteId,
+		input.domain,
+		previousRange.from,
+		currentRange.to,
+		input.config.timezone
+	);
+	timings.dataCheckMs = Math.round(performance.now() - dataCheckStartedAt);
+	if (!hasData) {
+		if (runtime.mode === "production") {
+			emitInsightsEvent("info", "generation.agent.skipped_no_data", {
+				organization_id: input.organizationId,
+				website_id: input.websiteId,
+				duration_ms: Math.round(performance.now() - startedAt),
+			});
+		}
+		return emptyInvestigationArtifact({
+			asOf,
+			detectedSignals: [],
+			modelId,
+			startedAt,
+			status: "no_data",
+			timings,
 		});
-		return { insights: [], detectedSignals: [], hadData: false };
 	}
 
 	const detectParams = {
-		websiteId: params.websiteId,
-		lookbackDays: params.config.lookbackDays,
-		timezone: params.config.timezone,
+		websiteId: input.websiteId,
+		lookbackDays: INSIGHT_LOOKBACK_DAYS,
+		timezone: input.config.timezone,
 	};
+	const detectionStartedAt = performance.now();
 	const [metricSignals, funnelGoalSignals] = await Promise.all([
-		detectSignals(detectParams),
-		detectFunnelGoalSignals(detectParams),
+		detectSignals(detectParams, undefined, asOf),
+		detectFunnelGoalSignals(detectParams, asOf),
 	]);
+	timings.detectionMs = Math.round(performance.now() - detectionStartedAt);
 	const detectedSignals = [...metricSignals, ...funnelGoalSignals].sort(
 		(a, b) => Math.abs(b.deltaPercent) - Math.abs(a.deltaPercent)
 	);
 
 	if (detectedSignals.length === 0) {
-		emitInsightsEvent("info", "generation.agent.skipped_no_signals", {
-			organization_id: params.organizationId,
-			website_id: params.websiteId,
-			duration_ms: Math.round(performance.now() - startedAt),
+		if (runtime.mode === "production") {
+			emitInsightsEvent("info", "generation.agent.skipped_no_signals", {
+				organization_id: input.organizationId,
+				website_id: input.websiteId,
+				duration_ms: Math.round(performance.now() - startedAt),
+			});
+		}
+		return emptyInvestigationArtifact({
+			asOf,
+			detectedSignals,
+			modelId,
+			startedAt,
+			status: "no_signals",
+			timings,
 		});
-		return { insights: [], detectedSignals, hadData: true };
 	}
 
-	const githubToken = params.githubRepo
-		? await getOAuthToken("github", params.organizationId, params.userId)
-		: null;
-	const enrichedSignals = await enrichSignals(detectedSignals, {
-		websiteId: params.websiteId,
-		timezone: params.config.timezone,
-		lookbackDays: params.config.lookbackDays,
-		githubRepo: params.githubRepo,
-		githubToken,
+	const enrichmentStartedAt = performance.now();
+	const enrichedSignals = await enrichSignals(
+		detectedSignals.slice(0, MAX_INSIGHTS_PER_WEBSITE),
+		{
+			websiteId: input.websiteId,
+			timezone: input.config.timezone,
+			lookbackDays: INSIGHT_LOOKBACK_DAYS,
+		}
+	);
+	timings.enrichmentMs = Math.round(performance.now() - enrichmentStartedAt);
+	const preparationStartedAt = performance.now();
+	const investigation = prepareInvestigation(enrichedSignals, {
+		websiteId: input.websiteId,
+		lookbackDays: INSIGHT_LOOKBACK_DAYS,
 	});
-
-	const [
-		annotationContext,
-		historyBlock,
-		siteContext,
-		downvotedBlock,
-		suppressedBlock,
-		capabilitiesBlock,
-	] = await Promise.all([
-		fetchRecentAnnotations(params.websiteId, params.config),
-		fetchInsightHistory(params.organizationId, params.websiteId, params.config),
-		getCachedSiteContext(params.domain),
-		fetchDownvotedPatterns(params.organizationId, params.websiteId),
-		fetchSuppressedPatterns(params.organizationId, params.websiteId),
-		fetchSiteCapabilities(
-			params.websiteId,
-			params.config.timezone,
-			currentRange.from,
-			currentRange.to
-		),
+	const evidenceById = new Map(
+		investigation.evidence.map((evidence) => [evidence.evidenceId, evidence])
+	);
+	timings.preparationMs = Math.round(performance.now() - preparationStartedAt);
+
+	const contextStartedAt = performance.now();
+	const [historyBlock, siteContext] = await Promise.all([
+		input.includeHistory === false
+			? Promise.resolve("")
+			: fetchInsightHistory(
+					input.organizationId,
+					input.websiteId,
+					INSIGHT_LOOKBACK_DAYS,
+					asOf.toDate()
+				),
+		input.includeSiteContext === false
+			? Promise.resolve(null)
+			: getCachedSiteContext(input.domain),
 	]);
+	timings.contextMs = Math.round(performance.now() - contextStartedAt);
 
-	const allowedTools = normalizeAllowedTools(params.config.allowedTools);
-	const orgContext = formatOrgWebsitesContext(
-		params.orgSites,
-		params.websiteId
-	);
-	const siteBlock = siteContext
-		? `\n\nProduct context (cached from homepage):\n${siteContext}`
-		: '\nScrape "/" first to understand the product.';
-	const userPrompt = buildInvestigationPrompt(enrichedSignals, {
-		domain: params.domain,
-		githubRepo: params.githubRepo,
-		period: params.period,
-		timezone: params.config.timezone,
+	const userPrompt = buildInvestigationPrompt(investigation, {
+		domain: input.domain,
+		timezone: input.config.timezone,
 		historyBlock,
-		annotationContext,
-		downvotedBlock,
-		suppressedBlock,
-		capabilitiesBlock,
-		orgContext,
-		siteContext: siteBlock,
+		siteContext: siteContext ?? "",
 	});
 
-	const { tools: analyticsTools } = createInsightsAgentTools({
-		websiteId: params.websiteId,
-		domain: params.domain,
-		timezone: params.config.timezone,
-		periodBounds: { current: currentRange, previous: previousRange },
+	const { tools: availableTools } = createInsightsAgentTools({
+		websiteId: input.websiteId,
+		domain: input.domain,
+		timezone: input.config.timezone,
+		signals: investigation.signals,
+		onEvidence: (evidence) => evidenceById.set(evidence.evidenceId, evidence),
 	});
-	const investigationTools = createToolkit({
-		capabilities: ["investigation"],
-		domain: params.domain,
-		organizationId: params.organizationId,
-		userId: params.userId,
-	});
-	const allTools = { ...analyticsTools, ...investigationTools };
-	const isEnabled = (name: string) =>
-		allowedTools.includes(name as InsightGenerationTool) ||
-		name.startsWith("github_") ||
-		ALWAYS_ON_TOOLS.has(name);
-	const availableTools = Object.fromEntries(
-		Object.entries(allTools).filter(([name]) => isEnabled(name))
-	) as ToolSet;
-
-	const insights = await runInsightsAgent({
+
+	const modelStartedAt = performance.now();
+	const agentResult = await runInsightsAgent({
+		asOf,
 		availableTools,
-		billingCustomerId: params.billingCustomerId,
-		config: params.config,
-		domain: params.domain,
-		hasCriticalSignals: enrichedSignals.some((s) => s.severity === "critical"),
-		organizationId: params.organizationId,
+		config: input.config,
+		domain: input.domain,
+		organizationId: input.organizationId,
+		evidenceById,
+		investigationDepth: insightDepth(input.config.modelTier),
+		onUsage: runtime.onUsage,
+		runtimeMode: runtime.mode,
+		signals: investigation.signals,
 		startedAt,
-		userId: params.userId,
+		userId: input.userId,
 		userPrompt,
-		websiteId: params.websiteId,
+		websiteId: input.websiteId,
 	});
+	timings.modelMs = Math.round(performance.now() - modelStartedAt);
+	timings.totalMs = Math.round(performance.now() - startedAt);
+
+	return {
+		asOf: asOf.toISOString(),
+		detectedSignals,
+		evidence: [...evidenceById.values()],
+		insights: agentResult.insights,
+		modelId,
+		signals: investigation.signals,
+		status: agentResult.submission ? "completed" : "invalid_output",
+		submission: agentResult.submission,
+		timings,
+		toolNames: [...new Set(agentResult.toolTrace.map((item) => item.name))],
+		toolTrace: agentResult.toolTrace,
+		usage: agentResult.usage,
+		validationAttempts: agentResult.validationAttempts,
+	};
+}
 
-	return { insights, detectedSignals, hadData: true };
+/**
+ * Runs the production investigation path without billing, persistence,
+ * resolution, or delivery. Use this entry point for shadow evaluations.
+ */
+export function investigateWebsite(
+	input: InvestigateWebsiteInput
+): Promise<WebsiteInvestigationArtifact> {
+	return investigateWebsiteCore(
+		{
+			...input,
+			includeHistory: input.includeHistory ?? false,
+			includeSiteContext: input.includeSiteContext ?? false,
+		},
+		{ mode: "evaluation" }
+	);
 }
 
 async function runInsightsAgent(params: {
+	asOf: dayjs.Dayjs;
 	availableTools: ToolSet;
-	billingCustomerId: string | null;
 	config: InsightGenerationConfigSnapshot;
 	domain: string;
-	hasCriticalSignals: boolean;
+	evidenceById: Map<string, InvestigationEvidence>;
+	investigationDepth: InsightDepth;
+	onUsage?: InvestigationRuntime["onUsage"];
 	organizationId: string;
+	runtimeMode: InvestigationRuntime["mode"];
+	signals: InvestigationSignal[];
 	startedAt: number;
 	userId?: string;
 	userPrompt: string;
 	websiteId: string;
-}): Promise<ParsedInsight[]> {
+}): Promise<AgentInvestigationResult> {
 	try {
 		const appContext: AppContext = {
 			userId: params.userId ?? "system",
@@ -308,59 +428,126 @@ async function runInsightsAgent(params: {
 			websiteId: params.websiteId,
 			websiteDomain: params.domain,
 			timezone: params.config.timezone,
-			currentDateTime: new Date().toISOString(),
+			currentDateTime: params.asOf.toISOString(),
 			chatId: `insights:${params.organizationId}:${params.websiteId}`,
 			mutationMode: "dry-run",
 			serviceAuth: createInsightsServiceAuth(params.organizationId),
 		};
 
-		const collected: ParsedInsight[] = [];
-		const emitInsightTool = tool({
+		const accepted: {
+			insights: GeneratedInsight[];
+			submission: InvestigationSubmission | null;
+		} = { insights: [], submission: null };
+		const validationAttempts: InvestigationValidationAttempt[] = [];
+		const submitInvestigationTool = tool({
 			description:
-				"Call this when you have a finding worth reporting. Each call produces one insight. Call multiple times for multiple findings.",
-			inputSchema: insightSchema,
-			execute: (insight: ParsedInsight) => {
-				collected.push(insight);
-				return `Insight recorded: "${insight.title}"`;
+				"Submit exactly one terminal disposition for every investigation signal. Invalid submissions return errors you must correct.",
+			inputSchema: investigationSubmissionSchema,
+			execute: (submission: InvestigationSubmission) => {
+				if (accepted.submission) {
+					validationAttempts.push({
+						accepted: true,
+						alreadyAccepted: true,
+						attempt: validationAttempts.length + 1,
+						errors: [],
+					});
+					return {
+						accepted: true,
+						alreadyAccepted: true,
+						findingCount: accepted.insights.length,
+						resultCount: accepted.submission.results.length,
+					};
+				}
+				const validation = validateInvestigationSubmission({
+					submission,
+					signals: params.signals,
+					evidence: [...params.evidenceById.values()],
+				});
+				if (!validation.submission) {
+					validationAttempts.push({
+						accepted: false,
+						alreadyAccepted: false,
+						attempt: validationAttempts.length + 1,
+						errors: validation.errors,
+					});
+					return { accepted: false, errors: validation.errors };
+				}
+				accepted.submission = validation.submission;
+				accepted.insights = validation.insights;
+				validationAttempts.push({
+					accepted: true,
+					alreadyAccepted: false,
+					attempt: validationAttempts.length + 1,
+					errors: [],
+				});
+				return {
+					accepted: true,
+					findingCount: validation.insights.length,
+					resultCount: validation.submission.results.length,
+				};
 			},
 		});
 
 		let toolCallCount = 0;
-		const ai = getAILogger();
-		const allToolsWithEmit = {
+		let step = 0;
+		const toolTrace: InvestigationToolTrace[] = [];
+		const investigationTools = {
 			...params.availableTools,
-			emit_insight: emitInsightTool,
+			submit_investigation: submitInvestigationTool,
 		};
-		const modelKey = modelKeyForTier(
-			params.config.modelTier,
-			params.hasCriticalSignals
-		);
+		const configuredModel = INSIGHTS_MODELS[params.config.modelTier];
+		const model =
+			params.runtimeMode === "production"
+				? getAILogger().wrap(configuredModel)
+				: configuredModel;
 		const agent = new ToolLoopAgent({
-			model: ai.wrap(INSIGHTS_MODELS[modelKey]),
+			model,
 			instructions: {
 				role: "system",
-				content: buildSystemPrompt(params.config),
+				content: buildSystemPrompt(params.investigationDepth),
 				providerOptions: ANTHROPIC_CACHE_1H,
 			},
-			tools: allToolsWithEmit,
-			stopWhen: stepCountIs(params.config.maxSteps),
+			tools: investigationTools,
+			stopWhen: [
+				() => accepted.submission !== null,
+				stepCountIs(INSIGHT_MAX_STEPS),
+			],
 			onStepFinish: ({ usage, finishReason, toolCalls }) => {
+				step += 1;
 				toolCallCount += toolCalls.length;
-				emitInsightsEvent("info", "generation.agent.step_finished", {
-					organization_id: params.organizationId,
-					website_id: params.websiteId,
-					finish_reason: finishReason,
-					tool_calls: toolCalls.flatMap((toolCall) =>
-						toolCall ? [toolCall.toolName] : []
-					),
-					total_tokens: usage?.totalTokens,
-					tool_call_count: toolCallCount,
-				});
+				for (const toolCall of toolCalls) {
+					const input = toolCall.input;
+					const signalKey =
+						input &&
+						typeof input === "object" &&
+						typeof (input as { signalKey?: unknown }).signalKey === "string"
+							? (input as { signalKey: string }).signalKey
+							: undefined;
+					toolTrace.push({
+						finishReason: String(finishReason),
+						index: toolTrace.length,
+						name: toolCall.toolName,
+						...(signalKey ? { signalKey } : {}),
+						step,
+					});
+				}
+				if (params.runtimeMode === "production") {
+					emitInsightsEvent("info", "generation.agent.step_finished", {
+						organization_id: params.organizationId,
+						website_id: params.websiteId,
+						finish_reason: finishReason,
+						tool_calls: toolCalls.flatMap((toolCall) =>
+							toolCall ? [toolCall.toolName] : []
+						),
+						total_tokens: usage?.totalTokens,
+						tool_call_count: toolCallCount,
+					});
+				}
 			},
 			temperature: 0.2,
 			experimental_context: appContext,
 			experimental_telemetry: {
-				isEnabled: true,
+				isEnabled: params.runtimeMode === "production",
 				functionId: "databuddy.insights.worker.analyze_website",
 				metadata: {
 					source: "insights_worker",
@@ -370,7 +557,7 @@ async function runInsightsAgent(params: {
 					websiteId: params.websiteId,
 					websiteDomain: params.domain,
 					timezone: params.config.timezone,
-					depth: params.config.depth,
+					investigationDepth: params.investigationDepth,
 					modelTier: params.config.modelTier,
 				},
 			},
@@ -378,119 +565,117 @@ async function runInsightsAgent(params: {
 
 		const result = await agent.generate({
 			messages: [{ role: "user", content: params.userPrompt }],
+			timeout: INSIGHTS_JOB_TIMEOUT_MS,
 		});
 
-		await trackAgentUsageAndBill({
-			usage: result.totalUsage,
-			modelId: INSIGHTS_MODEL_IDS[modelKey],
-			source: "insights",
-			organizationId: params.organizationId,
-			userId: params.userId ?? null,
+		const modelId = INSIGHTS_MODEL_IDS[params.config.modelTier];
+		const usage = summarizeAgentUsage(modelId, result.totalUsage);
+		await params.onUsage?.({
 			chatId: appContext.chatId,
-			billingCustomerId: params.billingCustomerId,
-			websiteId: params.websiteId,
+			modelId,
+			usage: result.totalUsage,
 		});
 
-		if (collected.length === 0) {
-			emitInsightsEvent("warn", "generation.agent.missing_output", {
+		const submission = accepted.submission;
+		if (!submission) {
+			if (params.runtimeMode === "production") {
+				emitInsightsEvent("warn", "generation.agent.missing_output", {
+					organization_id: params.organizationId,
+					website_id: params.websiteId,
+					duration_ms: Math.round(performance.now() - params.startedAt),
+					tool_call_count: toolCallCount,
+					evidence_count: params.evidenceById.size,
+				});
+			}
+			if (params.runtimeMode === "production") {
+				throw new Error(
+					"Insights agent stopped without a valid submit_investigation result"
+				);
+			}
+			return {
+				insights: [],
+				submission: null,
+				toolTrace,
+				usage,
+				validationAttempts,
+			};
+		}
+
+		const selected = accepted.insights
+			.sort((a, b) => b.priority - a.priority)
+			.slice(0, MAX_INSIGHTS_PER_WEBSITE);
+		const actionReadyCount = submission.results.filter(
+			(result) => result.disposition === "action_ready"
+		).length;
+		const needsContextCount = submission.results.filter(
+			(result) => result.disposition === "needs_context"
+		).length;
+		const monitorCount = submission.results.filter(
+			(result) => result.disposition === "monitor"
+		).length;
+		const notAProblemCount = submission.results.filter(
+			(result) => result.disposition === "not_a_problem"
+		).length;
+		if (params.runtimeMode === "production") {
+			if (selected.length === 0) {
+				emitInsightsEvent("info", "generation.agent.intentional_silence", {
+					organization_id: params.organizationId,
+					website_id: params.websiteId,
+					monitor_count: monitorCount,
+					not_a_problem_count: notAProblemCount,
+					evidence_count: params.evidenceById.size,
+				});
+			}
+			emitInsightsEvent("info", "generation.agent.completed", {
 				organization_id: params.organizationId,
 				website_id: params.websiteId,
 				duration_ms: Math.round(performance.now() - params.startedAt),
+				terminal_result_count: submission.results.length,
+				output_count: selected.length,
+				action_ready_count: actionReadyCount,
+				needs_context_count: needsContextCount,
+				monitor_count: monitorCount,
+				not_a_problem_count: notAProblemCount,
+				evidence_count: params.evidenceById.size,
+				tool_call_count: toolCallCount,
+			});
+			setInsightsLog({
+				generation_mode: "agent",
 				tool_call_count: toolCallCount,
+				generated_candidate_count: selected.length,
 			});
-			return [];
 		}
-
-		const validation = validateInsights(collected);
-		if (validation.warnings.length > 0) {
-			emitInsightsEvent("warn", "generation.validation_warnings", {
+		return {
+			insights: selected,
+			submission,
+			toolTrace,
+			usage,
+			validationAttempts,
+		};
+	} catch (error) {
+		if (params.runtimeMode === "production") {
+			captureInsightsError(error, "generation.agent.failed", {
 				organization_id: params.organizationId,
 				website_id: params.websiteId,
-				input_count: collected.length,
-				output_count: validation.insights.length,
-				warning_count: validation.warnings.length,
-				warnings: validation.warnings,
+				duration_ms: Math.round(performance.now() - params.startedAt),
+				error_type:
+					error instanceof Error ? error.constructor.name : typeof error,
 			});
 		}
-		const selected = await reflectAndRank(
-			validation.insights,
-			maxInsights(params.config),
-			{
-				billingCustomerId: params.billingCustomerId,
-				chatId: appContext.chatId,
-				organizationId: params.organizationId,
-				userId: params.userId,
-				websiteId: params.websiteId,
-			}
-		);
-		emitInsightsEvent("info", "generation.agent.completed", {
-			organization_id: params.organizationId,
-			website_id: params.websiteId,
-			duration_ms: Math.round(performance.now() - params.startedAt),
-			raw_output_count: collected.length,
-			validated_count: validation.insights.length,
-			output_count: selected.length,
-			tool_call_count: toolCallCount,
-		});
-		setInsightsLog({
-			generation_mode: "agent",
-			tool_call_count: toolCallCount,
-			generated_candidate_count: selected.length,
-		});
-		return selected;
-	} catch (error) {
-		captureInsightsError(error, "generation.agent.failed", {
-			organization_id: params.organizationId,
-			website_id: params.websiteId,
-			duration_ms: Math.round(performance.now() - params.startedAt),
-			error_type: (error as Error).constructor?.name,
-		});
-		return [];
+		throw error;
 	}
 }
 
-function storeWebsiteSummary(
-	site: OrgWebsiteRow,
-	insights: GeneratedWebsiteInsight[]
-): void {
-	if (insights.length === 0) {
-		return;
-	}
-	const summary = insights
-		.map(
-			(insight) =>
-				`[${insight.severity}] ${insight.title}: ${insight.description} Suggestion: ${insight.suggestion}`
-		)
-		.join("\n");
-
-	storeAnalyticsSummary(
-		`Insights for ${site.domain} (${dayjs().format("YYYY-MM-DD")}):\n${summary}`,
-		site.id,
-		{ period: "configured" }
-	)
-		.then(() => {
-			emitInsightsEvent("info", "generation.summary_stored", {
-				website_id: site.id,
-				insight_count: insights.length,
-			});
-		})
-		.catch((error: unknown) => {
-			captureInsightsError(error, "generation.summary_store_failed", {
-				website_id: site.id,
-			});
-		});
-}
-
 export async function generateWebsiteInsights(
 	input: GenerateWebsiteInsightsInput
 ): Promise<GenerateWebsiteInsightsResult> {
 	const startedAt = performance.now();
+	const investigationDepth = insightDepth(input.config.modelTier);
 	const [site] = await db
 		.select({
 			id: websites.id,
 			name: websites.name,
 			domain: websites.domain,
-			integrations: websites.integrations,
 		})
 		.from(websites)
 		.where(
@@ -517,21 +702,6 @@ export async function generateWebsiteInsights(
 		};
 	}
 
-	const orgSites = await db
-		.select({ id: websites.id, name: websites.name, domain: websites.domain })
-		.from(websites)
-		.where(
-			and(
-				eq(websites.organizationId, input.organizationId),
-				isNull(websites.deletedAt)
-			)
-		)
-		.orderBy(websites.domain)
-		.limit(100);
-	setInsightsLog({
-		organization_site_count: orgSites.length,
-	});
-
 	const { allowed, billingCustomerId } = await resolveInsightsBilling({
 		organizationId: input.organizationId,
 		userId: input.requestedByUserId,
@@ -552,64 +722,71 @@ export async function generateWebsiteInsights(
 		};
 	}
 
-	const period = getComparisonPeriod(input.config.lookbackDays);
 	const userId = input.requestedByUserId ?? undefined;
-	const ghIntegration = site.integrations?.github as
-		| { owner: string; repo: string }
-		| undefined;
 
-	const analysis = await analyzeWebsite({
-		billingCustomerId,
-		config: input.config,
-		domain: site.domain,
-		githubRepo: ghIntegration,
-		organizationId: input.organizationId,
-		orgSites,
-		period,
-		userId,
-		websiteId: site.id,
-	});
+	const analysis = await investigateWebsiteCore(
+		{
+			asOf: new Date(),
+			config: input.config,
+			domain: site.domain,
+			organizationId: input.organizationId,
+			userId,
+			websiteId: site.id,
+		},
+		{
+			mode: "production",
+			onUsage: async ({ chatId, modelId, usage }) => {
+				await trackAgentUsageAndBill({
+					usage,
+					modelId,
+					source: "insights",
+					organizationId: input.organizationId,
+					userId: input.requestedByUserId,
+					chatId,
+					billingCustomerId,
+					websiteId: site.id,
+				});
+			},
+		}
+	);
+	const signalByKey = new Map(
+		analysis.signals.map((signal) => [signal.signalKey, signal])
+	);
 
 	const candidates = analysis.insights.map(
-		(insight): GeneratedWebsiteInsight => ({
-			...insight,
-			id: randomUUIDv7(),
-			websiteId: site.id,
-			websiteName: site.name,
-			websiteDomain: site.domain,
-		})
+		(insight): GeneratedWebsiteInsight => {
+			const signal = signalByKey.get(insight.subjectKey);
+			if (!signal) {
+				throw new Error(
+					`Missing period for investigation ${insight.subjectKey}`
+				);
+			}
+			return {
+				...insight,
+				id: randomUUIDv7(),
+				period: signal.period,
+				websiteId: site.id,
+				websiteName: site.name,
+				websiteDomain: site.domain,
+			};
+		}
 	);
 
 	const saved = await persistWebsiteInsights({
-		config: input.config,
 		insights: candidates,
+		investigationDepth,
 		organizationId: input.organizationId,
-		period,
 		runId: input.runId,
+		timezone: input.config.timezone,
 	});
 
-	let chainAssignments: ChainAssignment[] = [];
-	if (saved.length > 0) {
-		try {
-			chainAssignments = await detectAndAssignChains({
-				organizationId: input.organizationId,
-			});
-		} catch (error) {
-			captureInsightsError(error, "generation.chain_detection.failed", {
-				organization_id: input.organizationId,
-				website_id: site.id,
-				run_id: input.runId,
-			});
-		}
-	}
-
 	try {
 		await resolveInsightsForWebsite({
 			organizationId: input.organizationId,
 			websiteId: site.id,
 			runId: input.runId,
 			detectedSignals: analysis.detectedSignals,
-			canRecover: analysis.hadData,
+			canRecover: analysis.status !== "no_data",
 		});
 	} catch (error) {
 		captureInsightsError(error, "generation.resolution.failed", {
@@ -619,8 +796,6 @@ export async function generateWebsiteInsights(
 		});
 	}
 
-	storeWebsiteSummary(site, saved);
-
 	const freshInsights = saved.filter((insight) => insight.isNew);
 	const escalations = saved.filter((insight) => insight.isEscalation);
 	const persistent = saved.filter((insight) => insight.isPersistent);
@@ -638,7 +813,6 @@ export async function generateWebsiteInsights(
 				insights: freshInsights,
 				escalations,
 				persistent,
-				chains: chainAssignments,
 			});
 		} catch (error) {
 			captureInsightsError(error, "generation.delivery.failed", {
@@ -656,16 +830,16 @@ export async function generateWebsiteInsights(
 		duration_ms: Math.round(performance.now() - startedAt),
 		result_count: saved.length,
 		reason: input.reason,
-		depth: input.config.depth,
+		investigation_depth: investigationDepth,
 		model_tier: input.config.modelTier,
-		allowed_tools: input.config.allowedTools,
 	});
+	const succeeded = saved.length > 0 || analysis.status === "completed";
 	setInsightsLog({
 		generation_result_count: saved.length,
-		generation_status: saved.length > 0 ? "succeeded" : "skipped",
+		generation_status: succeeded ? "succeeded" : "skipped",
 	});
 
-	return saved.length > 0
+	return succeeded
 		? {
 				status: "succeeded",
 				resultCount: saved.length,
@@ -675,6 +849,6 @@ export async function generateWebsiteInsights(
 				status: "skipped",
 				resultCount: 0,
 				insightIds: [],
-				message: "No data-backed insights generated",
+				message: "No data-backed findings generated",
 			};
 }
diff --git a/apps/insights/src/idempotency.integration.test.ts b/apps/insights/src/idempotency.integration.test.ts
index 751dcce52..cb5607d3b 100644
--- a/apps/insights/src/idempotency.integration.test.ts
+++ b/apps/insights/src/idempotency.integration.test.ts
@@ -36,8 +36,18 @@ describeIntegration("insights idempotency integration", () => {
 		const dedupeKey = `integration:${randomUUIDv7()}`;
 
 		await db().insert(insightRuns).values([
-			{ id: firstRunId, organizationId: org.id, reason: "manual" },
-			{ id: secondRunId, organizationId: org.id, reason: "manual" },
+			{
+				id: firstRunId,
+				organizationId: org.id,
+				reason: "manual",
+				status: "succeeded",
+			},
+			{
+				id: secondRunId,
+				organizationId: org.id,
+				reason: "manual",
+				status: "succeeded",
+			},
 		]);
 
 		await db().insert(analyticsInsights).values(
diff --git a/apps/insights/src/investigation-flow.test.ts b/apps/insights/src/investigation-flow.test.ts
new file mode 100644
index 000000000..b337d15ab
--- /dev/null
+++ b/apps/insights/src/investigation-flow.test.ts
@@ -0,0 +1,175 @@
+import { describe, expect, it } from "bun:test";
+import { validateInvestigationSubmission } from "@databuddy/ai/insights/validate";
+import type { InvestigationEvidence } from "@databuddy/shared/insights";
+import type { EnrichedSignal } from "./enrichment";
+import { prepareInvestigation } from "./investigation";
+
+const detected: EnrichedSignal = {
+	metric: "goal:signup",
+	label: 'Goal "Signup" conversion',
+	method: "wow",
+	direction: "down",
+	current: 4,
+	baseline: 12,
+	deltaPercent: -66.67,
+	severity: "critical",
+	detectedAt: "2026-07-10",
+	segments: [],
+	annotations: [
+		{
+			id: "annotation-1",
+			date: "2026-07-10",
+			title: "Signup campaign intentionally paused",
+			tags: ["campaign"],
+		},
+	],
+};
+
+function fixture() {
+	return prepareInvestigation([detected], {
+		websiteId: "site-1",
+		lookbackDays: 7,
+	});
+}
+
+function actionReady(signalKey: string, evidenceId: string) {
+	return {
+		signalKey,
+		disposition: "action_ready" as const,
+		evidenceIds: [evidenceId],
+		title: "Signup completion fell",
+		summary: "Signup conversion is one-third of its previous level.",
+		action: "Check the signup completion event after a successful signup.",
+		confidence: 0.85,
+		verification: {
+			successCondition: "A successful signup records the configured goal event.",
+			checkAfterDays: 1,
+		},
+	};
+}
+
+describe("scheduled investigation contract", () => {
+	it("keeps identity, dates, and metrics owned by the worker", () => {
+		const investigation = fixture();
+		const signal = investigation.signals[0];
+		const result = validateInvestigationSubmission({
+			signals: investigation.signals,
+			evidence: investigation.evidence,
+			submission: {
+				results: [
+					actionReady(
+						signal.signalKey,
+						investigation.evidence.at(-1)!.evidenceId
+					),
+				],
+			},
+		});
+
+		expect(result.errors).toEqual([]);
+		expect(result.insights[0]).toMatchObject({
+			subjectKey: signal.signalKey,
+			changePercent: -66.67,
+			metrics: [{ current: 4, previous: 12, format: "percent" }],
+		});
+		expect(signal.period).toEqual({
+			current: { from: "2026-07-04", to: "2026-07-10" },
+			previous: { from: "2026-06-27", to: "2026-07-03" },
+		});
+	});
+
+	it("rejects model-authored metric and severity fields", () => {
+		const investigation = fixture();
+		const signal = investigation.signals[0];
+		const result = validateInvestigationSubmission({
+			signals: investigation.signals,
+			evidence: investigation.evidence,
+			submission: {
+				results: [
+					{
+						...actionReady(
+							signal.signalKey,
+							investigation.evidence.at(-1)!.evidenceId
+						),
+						severity: "info",
+						metrics: [{ label: "Revenue", current: 1_000_000 }],
+					},
+				],
+			},
+		});
+
+		expect(result.submission).toBeNull();
+		expect(result.errors.join(" ")).toContain("Unrecognized keys");
+	});
+
+	it("turns a failed query into missing context, never false certainty", () => {
+		const investigation = fixture();
+		const signal = investigation.signals[0];
+		const failedEvidence: InvestigationEvidence = {
+			evidenceId: "evidence:product:failure",
+			signalKey: signal.signalKey,
+			kind: "definition",
+			source: "product",
+			queryType: "goals_summary",
+			period: "current",
+			range: signal.period.current,
+			status: "failed",
+			rowCount: 0,
+			error: "Goal analytics timed out",
+		};
+		const needsContext = validateInvestigationSubmission({
+			signals: investigation.signals,
+			evidence: [...investigation.evidence, failedEvidence],
+			submission: {
+				results: [
+					{
+						signalKey: signal.signalKey,
+						disposition: "needs_context",
+						evidenceIds: [failedEvidence.evidenceId],
+						summary: "Goal configuration could not be checked.",
+						confidence: 1,
+						missingContext: "The configured completion event.",
+						question: "Which event should complete Signup?",
+					},
+				],
+			},
+		});
+		const falseConclusion = validateInvestigationSubmission({
+			signals: investigation.signals,
+			evidence: [failedEvidence],
+			submission: {
+				results: [actionReady(signal.signalKey, failedEvidence.evidenceId)],
+			},
+		});
+
+		expect(needsContext.errors).toEqual([]);
+		expect(needsContext.insights[0].suggestion).toBe(
+			"Which event should complete Signup?"
+		);
+		expect(falseConclusion.errors).toContain(
+			`${signal.signalKey} uses failed evidence for a conclusion`
+		);
+	});
+
+	it("treats not-a-problem as a valid investigation with no card", () => {
+		const investigation = fixture();
+		const signal = investigation.signals[0];
+		const result = validateInvestigationSubmission({
+			signals: investigation.signals,
+			evidence: investigation.evidence,
+			submission: {
+				results: [
+					{
+						signalKey: signal.signalKey,
+						disposition: "not_a_problem",
+						evidenceIds: [investigation.evidence.at(-1)!.evidenceId],
+						summary: "The goal was intentionally paused for this period.",
+						confidence: 0.9,
+					},
+				],
+			},
+		});
+
+		expect(result.submission).not.toBeNull();
+		expect(result.insights).toEqual([]);
+	});
+});
diff --git a/apps/insights/src/investigation.test.ts b/apps/insights/src/investigation.test.ts
new file mode 100644
index 000000000..80367f481
--- /dev/null
+++ b/apps/insights/src/investigation.test.ts
@@ -0,0 +1,165 @@
+import { describe, expect, it } from "bun:test";
+import type { EnrichedSignal } from "./enrichment";
+import { prepareInvestigation } from "./investigation";
+
+const baseSignal: EnrichedSignal = {
+	metric: "visitors",
+	label: "Visitors",
+	method: "wow",
+	direction: "down",
+	current: 600,
+	baseline: 1000,
+	deltaPercent: -40,
+	severity: "warning",
+	detectedAt: "2026-07-10",
+	segments: [
+		{
+			dimension: "pages",
+			topMovers: [
+				{
+					name: "/pricing",
+					current: 120,
+					previous: 300,
+					delta: -180,
+					deltaPercent: -60,
+				},
+			],
+		},
+	],
+	annotations: [],
+};
+
+describe("prepareInvestigation", () => {
+	it("turns detection into backend-owned identity, metrics, and windows", () => {
+		const first = prepareInvestigation([baseSignal], {
+			websiteId: "site-1",
+			lookbackDays: 7,
+		});
+		const second = prepareInvestigation(
+			[{ ...baseSignal, current: 500, detectedAt: "2026-07-17" }],
+			{ websiteId: "site-1", lookbackDays: 7 }
+		);
+
+		expect(first.signals[0].signalKey).toBe(second.signals[0].signalKey);
+		expect(first.signals[0]).toMatchObject({
+			websiteId: "site-1",
+			insightType: "traffic_drop",
+			sentiment: "negative",
+			priority: 7,
+			metric: { current: 600, previous: 1000, format: "number" },
+			period: {
+				current: { from: "2026-07-04", to: "2026-07-10" },
+				previous: { from: "2026-06-27", to: "2026-07-03" },
+			},
+		});
+	});
+
+	it("creates exact, signal-scoped evidence instead of prose-only context", () => {
+		const result = prepareInvestigation([baseSignal], {
+			websiteId: "site-1",
+			lookbackDays: 7,
+		});
+		const signalKey = result.signals[0].signalKey;
+
+		expect(result.evidence).toHaveLength(3);
+		expect(result.evidence.every((item) => item.signalKey === signalKey)).toBe(
+			true
+		);
+		expect(result.evidence.map((item) => item.period)).toEqual([
+			"current",
+			"previous",
+			"custom",
+		]);
+		expect(result.evidence[2]).toMatchObject({
+			kind: "breakdown",
+			status: "ok",
+			rowCount: 1,
+			metrics: [{ current: 120, previous: 300 }],
+		});
+	});
+
+	it("derives good/bad direction and native entity identity", () => {
+		const errorRecovery = prepareInvestigation(
+			[
+				{
+					...baseSignal,
+					metric: "error_count",
+					label: "Errors",
+					current: 20,
+					baseline: 100,
+					deltaPercent: -80,
+					segments: [],
+				},
+			],
+			{ websiteId: "site-1", lookbackDays: 7 }
+		);
+		const funnel = prepareInvestigation(
+			[
+				{
+					...baseSignal,
+					metric: "funnel:checkout-id",
+					label: 'Funnel "Checkout" conversion',
+					current: 12,
+					baseline: 20,
+					segments: [],
+				},
+			],
+			{ websiteId: "site-1", lookbackDays: 7 }
+		);
+
+		expect(errorRecovery.signals[0]).toMatchObject({
+			insightType: "reliability_improved",
+			sentiment: "positive",
+			entity: { type: "error", id: "error_count" },
+		});
+		expect(funnel.signals[0]).toMatchObject({
+			insightType: "funnel_regression",
+			entity: { type: "funnel", id: "checkout-id" },
+			metric: { format: "percent" },
+		});
+	});
+
+	it("keeps long custom event identities valid and stable", () => {
+		const metric = `custom_event:${"checkout_step_".repeat(20)}`;
+		const result = prepareInvestigation(
+			[{ ...baseSignal, metric, label: "Checkout step", segments: [] }],
+			{ websiteId: "site-1", lookbackDays: 7 }
+		);
+
+		expect(result.signals[0].metric.key.length).toBe(160);
+		expect(result.signals[0].entity.id.length).toBe(160);
+		expect(result.evidence[0].queryType.length).toBe(160);
+	});
+
+	it("preserves sparse comparable dates for zscore baselines", () => {
+		const baselineDates = [
+			"2026-06-22",
+			"2026-06-23",
+			"2026-06-24",
+			"2026-06-25",
+			"2026-06-26",
+			"2026-06-29",
+		];
+		const result = prepareInvestigation(
+			[
+				{
+					...baseSignal,
+					method: "zscore",
+					zScore: -3.1,
+					detectedAt: "2026-07-01",
+					baselineDates,
+					segments: [],
+				},
+			],
+			{ websiteId: "site-1", lookbackDays: 7 }
+		);
+
+		expect(result.signals[0].detection.baselineDates).toEqual(baselineDates);
+		expect(result.evidence[1]).toMatchObject({
+			period: "previous",
+			range: { from: baselineDates[0], to: baselineDates.at(-1) },
+			rowCount: baselineDates.length,
+		});
+		expect(result.evidence[1].summary).toContain(baselineDates.join(", "));
+	});
+});
diff --git a/apps/insights/src/investigation.ts b/apps/insights/src/investigation.ts
new file mode 100644
index 000000000..43e850c3f
--- /dev/null
+++ b/apps/insights/src/investigation.ts
@@ -0,0 +1,349 @@
+import { createHash } from "node:crypto";
+import {
+	investigationEvidenceSchema,
+	investigationSignalSchema,
+} from "@databuddy/shared/insights";
+import type {
+	InsightMetric,
+	InvestigationEvidence,
+	InvestigationSignal,
+} from "@databuddy/shared/insights";
+import type { EnrichedSignal, SegmentBreakdown } from "./enrichment";
+import { signalWindow } from "./enrichment";
+
+export interface InvestigationInput {
+	evidence: InvestigationEvidence[];
+	signals: InvestigationSignal[];
+}
+
+function digest(value: string): string {
+	return createHash("sha256").update(value).digest("hex").slice(0, 20);
+}
+
+function stableKey(prefix: string, value: string): string {
+	return `${prefix}:${digest(value)}`;
+}
+
+function boundedKey(value: string): string {
+	if (value.length <= 160) {
+		return value;
+	}
+	return `${value.slice(0, 139)}:${digest(value)}`;
+}
+
+function metricFormat(metric: string): InsightMetric["format"] {
+	if (
+		metric === "bounce_rate" ||
+		metric.startsWith("funnel:") ||
+		metric.startsWith("goal:")
+	) {
+		return "percent";
+	}
+	if (metric === "session_duration") {
+		return "duration_s";
+	}
+	if (metric === "lcp" || metric === "inp") {
+		return "duration_ms";
+	}
+	return "number";
+}
+
+function isLowerBetter(metric: string): boolean {
+	return ["bounce_rate", "error_count", "lcp", "inp"].includes(metric);
+}
+
+function insightType(
+	signal: EnrichedSignal
+): InvestigationSignal["insightType"] {
+	if (signal.metric === "error_count") {
+		return signal.direction === "up" ? "error_spike" : "reliability_improved";
+	}
+	if (signal.metric === "lcp" || signal.metric === "inp") {
+		return signal.direction === "up"
+			? "vitals_degraded"
+			: "performance_improved";
+	}
+	if (signal.metric === "bounce_rate") {
+		return "bounce_rate_change";
+	}
+	if (signal.metric === "session_duration") {
+		return "engagement_change";
+	}
+	if (signal.metric.startsWith("funnel:")) {
+		return signal.direction === "down" ? "funnel_regression" : "positive_trend";
+	}
+	if (signal.metric.startsWith("goal:")) {
+		return signal.direction === "down" ? "conversion_leak" : "positive_trend";
+	}
+	if (signal.metric.startsWith("custom_event:")) {
+		return signal.direction === "up"
+			? "custom_event_spike"
+			: "engagement_change";
+	}
+	if (["visitors", "sessions", "pageviews"].includes(signal.metric)) {
+		return signal.direction === "up" ? "traffic_spike" : "traffic_drop";
+	}
+	return signal.direction === "up" ? "positive_trend" : "quality_shift";
+}
+
+function entity(signal: EnrichedSignal): InvestigationSignal["entity"] {
+	const [prefix, ...idParts] = signal.metric.split(":");
+	const id = boundedKey(idParts.join(":").trim());
+	if (prefix === "funnel" || prefix === "goal") {
+		return { type: prefix, id, label: signal.label.slice(0, 120) };
+	}
+	if (prefix === "custom_event") {
+		return { type: "event", id, label: signal.label.slice(0, 120) };
+	}
+	if (signal.metric === "error_count") {
+		return { type: "error", id: signal.metric, label: signal.label };
+	}
+	if (signal.metric === "lcp" || signal.metric === "inp") {
+		return { type: "vital", id: signal.metric, label: signal.label };
+	}
+	return { type: "website", id: "website", label: signal.label.slice(0, 120) };
+}
+
+function sourceForMetric(metric: string): InvestigationEvidence["source"] {
+	if (metric === "error_count" || metric === "lcp" || metric === "inp") {
+		return "ops";
+	}
+	if (
+		metric.startsWith("funnel:") ||
+		metric.startsWith("goal:") ||
+		metric.startsWith("custom_event:")
+	) {
+		return "product";
+	}
+	if (metric === "revenue") {
+		return "business";
+	}
+	return "web";
+}
+
+function signalPriority(severity: EnrichedSignal["severity"]): number {
+	return severity === "critical" ? 9 : severity === "warning" ? 7 : 5;
+}
+
+function evidenceSummary(value: string): string {
+	return value.length <= 500 ? value : `${value.slice(0, 499).trimEnd()}…`;
+}
+
+function comparisonEvidence(
+	signal: InvestigationSignal
+): InvestigationEvidence[] {
+	const source = sourceForMetric(signal.metric.key);
+	return (["current", "previous"] as const).map((period) => {
+		const value =
+			period === "current"
+				? signal.metric.current
+				: (signal.metric.previous ?? 0);
+		const summary =
+			period === "previous" && signal.detection.method === "zscore"
+				? `Comparable-day median ${signal.metric.label.toLowerCase()} was ${value} across ${signal.detection.baselineDates?.length ?? 0} days: ${signal.detection.baselineDates?.join(", ") ?? "unknown"}.`
+				: `${period === "current" ? "Current" : "Previous"} ${signal.metric.label.toLowerCase()} was ${value}.`;
+		return {
+			evidenceId: stableKey(
+				"evidence",
+				`${signal.signalKey}:detector:${period}`
+			),
+			signalKey: signal.signalKey,
+			kind: "trend",
+			source,
+			queryType: boundedKey(`detector:${signal.metric.key}`),
+			period,
+			range: signal.period[period],
+			status: "ok",
+			rowCount: signal.sampleSize?.[period] ?? 1,
+			summary: evidenceSummary(summary),
+			metrics: [
+				{
+					label: signal.metric.label,
+					current: value,
+					format: signal.metric.format,
+				},
+			],
+		} satisfies InvestigationEvidence;
+	});
+}
+
+function segmentEvidence(
+	signal: InvestigationSignal,
+	segment: SegmentBreakdown
+): InvestigationEvidence {
+	const metrics = segment.topMovers.map((mover) => ({
+		label: `${segment.dimension}: ${mover.name}`,
+		current: mover.current,
+		previous: mover.previous,
+		format: "number" as const,
+	}));
+	const summary = segment.topMovers
+		.map(
+			(mover) =>
+				`${mover.name}: ${mover.previous} to ${mover.current} (${mover.deltaPercent > 0 ? "+" : ""}${mover.deltaPercent}%)`
+		)
+		.join("; ");
+	return {
+		evidenceId: stableKey(
+			"evidence",
+			`${signal.signalKey}:segment:${segment.dimension}`
+		),
+		signalKey: signal.signalKey,
+		kind: "breakdown",
+		source: "web",
+		queryType: `segment:${segment.dimension}`,
+		period: "custom",
+		comparison: signal.period,
+		range: null,
+		status: "ok",
+		rowCount: segment.topMovers.length,
+		summary: evidenceSummary(summary),
+		metrics,
+	};
+}
+
+export function prepareInvestigation(
+	enrichedSignals: EnrichedSignal[],
+	params: { lookbackDays: number; websiteId: string }
+): InvestigationInput {
+	const signals = enrichedSignals.map((candidate): InvestigationSignal => {
+		const subject = entity(candidate);
+		const window = signalWindow(candidate, params.lookbackDays);
+		const improved = isLowerBetter(candidate.metric)
+			? candidate.direction === "down"
+			: candidate.direction === "up";
+		return {
+			signalKey: boundedKey(candidate.metric),
+			websiteId: params.websiteId,
+			kind: "change",
+			insightType: insightType(candidate),
+			entity: subject,
+			metric: {
+				key: boundedKey(candidate.metric),
+				label: candidate.label,
+				current: candidate.current,
+				previous: candidate.baseline,
+				format: metricFormat(candidate.metric),
+			},
+			changePercent: candidate.deltaPercent,
+			direction: candidate.direction,
+			severity: candidate.severity,
+			sentiment: improved ? "positive" : "negative",
+			priority: signalPriority(candidate.severity),
+			...(candidate.method === "zscore"
+				? {
+						sampleSize: {
+							current: 1,
+							previous: candidate.baselineDates?.length ?? 0,
+						},
+					}
+				: {}),
+			period: {
+				current: { from: window.currentFrom, to: window.currentTo },
+				previous: { from: window.previousFrom, to: window.previousTo },
+			},
+			detectedAt: candidate.detectedAt,
+			detection: {
+				method: candidate.method === "wow" ? "period_comparison" : "zscore",
+				reason:
+					candidate.method === "zscore"
+						? `${candidate.label} was ${candidate.zScore} standard deviations from its comparable-day baseline.`
+						: `${candidate.label} changed ${candidate.deltaPercent}% from the previous period.`,
+				...(candidate.method === "zscore"
+					? { baselineDates: candidate.baselineDates }
+					: {}),
+			},
+		};
+	});
+
+	const evidence = enrichedSignals.flatMap((candidate, index) => {
+		const signal = signals[index];
+		const items: InvestigationEvidence[] = [
+			...comparisonEvidence(signal),
+			...candidate.segments.map((segment) => segmentEvidence(signal, segment)),
+		];
+
+		if (candidate.errorContext) {
+			const context = candidate.errorContext;
+			items.push({
+				evidenceId: stableKey("evidence", `${signal.signalKey}:errors`),
+				signalKey: signal.signalKey,
+				kind: "related_change",
+				source: "ops",
+				queryType: "error_summary",
+				period: "custom",
+				comparison: signal.period,
+				range: null,
+				status: "ok",
+				rowCount: 1,
+				summary: evidenceSummary(
+					`Errors changed from ${context.totalErrorsPrevious} to ${context.totalErrorsCurrent}. New: ${context.topNewErrors.join(", ") || "none"}. Spiking: ${context.topSpikedErrors.join(", ") || "none"}.`
+				),
+				metrics: [
+					{
+						label: "Errors",
+						current: context.totalErrorsCurrent,
+						previous: context.totalErrorsPrevious,
+						format: "number",
+					},
+				],
+			});
+		}
+
+		if (candidate.vitalsContext) {
+			items.push({
+				evidenceId: stableKey("evidence", `${signal.signalKey}:vitals`),
+				signalKey: signal.signalKey,
+				kind: "related_change",
+				source: "ops",
+				queryType: "vitals_overview",
+				period: "custom",
+				comparison: signal.period,
+				range: null,
+				status: "ok",
+				rowCount: candidate.vitalsContext.metrics.length,
+				summary: evidenceSummary(
+					candidate.vitalsContext.metrics
+						.map(
+							(metric) =>
+								`${metric.name}: ${metric.previousP75} to ${metric.currentP75} p75`
+						)
+						.join("; ")
+				),
+				metrics: candidate.vitalsContext.metrics.map((metric) => ({
+					label: `${metric.name} p75`,
+					current: metric.currentP75,
+					previous: metric.previousP75,
+					format: metric.name === "CLS" ? "number" : "duration_ms",
+				})),
+			});
+		}
+
+		if (candidate.annotations.length > 0) {
+			items.push({
+				evidenceId: stableKey("evidence", `${signal.signalKey}:annotations`),
+				signalKey: signal.signalKey,
+				kind: "related_change",
+				source: "business",
+				queryType: "annotations",
+				period: "custom",
+				comparison: signal.period,
+				range: null,
+				status: "ok",
+				rowCount: candidate.annotations.length,
+				summary: evidenceSummary(
+					candidate.annotations
+						.map((annotation) => `${annotation.date}: ${annotation.title}`)
+						.join("; ")
+				),
+			});
+		}
+
+		return items;
+	});
+
+	return {
+		signals: investigationSignalSchema.array().parse(signals),
+		evidence: investigationEvidenceSchema.array().parse(evidence),
+	};
+}
diff --git a/apps/insights/src/jobs.ts b/apps/insights/src/jobs.ts
index 45e02a058..94e726f1a 100644
--- a/apps/insights/src/jobs.ts
+++ b/apps/insights/src/jobs.ts
@@ -92,7 +92,8 @@ async function processGenerateWebsiteJob(
 		await db
 			.update(insightRunItems)
 			.set({
-				errorMessage: result.message ?? null,
+				errorMessage:
+					result.status === "skipped" ? (result.message ?? null) : null,
 				finishedAt: new Date(),
 				resultCount: result.resultCount,
 				status: result.status,
diff --git a/apps/insights/src/persistence.ts b/apps/insights/src/persistence.ts
index 83aff5a7f..435468ef9 100644
--- a/apps/insights/src/persistence.ts
+++ b/apps/insights/src/persistence.ts
@@ -1,9 +1,3 @@
-import { insightDedupeKey } from "@databuddy/ai/insights/dedupe";
-import type {
-	InsightMetricRow,
-	WeekOverWeekPeriod,
-} from "@databuddy/ai/insights/types";
-import type { ParsedInsight } from "@databuddy/ai/schemas/smart-insights-output";
 import {
 	and,
 	db,
@@ -16,19 +10,24 @@ import {
 	or,
 	sql,
 } from "@databuddy/db";
-import {
-	analyticsInsights,
-	type InsightGenerationConfigSnapshot,
-	insightUserFeedback,
-} from "@databuddy/db/schema";
+import { analyticsInsights, insightUserFeedback } from "@databuddy/db/schema";
 import {
 	invalidateAgentContextSnapshotsForWebsite,
 	invalidateInsightsCachesForOrganization,
 } from "@databuddy/redis";
+import {
+	insightDedupeKey,
+	type GeneratedInsight,
+	type WeekOverWeekPeriod,
+} from "@databuddy/shared/insights";
 import dayjs from "dayjs";
 import { emitInsightsEvent } from "./lib/evlog-insights";
+import {
+	INSIGHT_COOLDOWN_HOURS,
+	type InsightDepth,
+	MAX_INSIGHTS_PER_WEBSITE,
+} from "./policy";
 
-const DEFAULT_MAX_INSIGHTS = 2;
 const DISMISSAL_SUPPRESSION_LOOKBACK_DAYS = 30;
 const OPEN_INSIGHT_LOOKBACK_DAYS = 90;
 const MATERIALLY_WORSE_MULTIPLIER = 1.5;
@@ -56,22 +55,21 @@ const REFRESHED_INSIGHT_COLUMNS = [
 	"investigationDepth",
 	"actions",
 	"metrics",
+	"timezone",
+	"currentPeriodFrom",
+	"currentPeriodTo",
+	"previousPeriodFrom",
+	"previousPeriodTo",
 ] as const satisfies readonly (keyof typeof analyticsInsights.$inferInsert)[];
 
-export interface GeneratedWebsiteInsight extends ParsedInsight {
+export interface GeneratedWebsiteInsight extends GeneratedInsight {
 	id: string;
+	period: WeekOverWeekPeriod;
 	websiteDomain: string;
 	websiteId: string;
 	websiteName: string | null;
 }
 
-export function maxInsights(config: InsightGenerationConfigSnapshot): number {
-	return Math.max(
-		1,
-		Math.min(10, config.maxInsightsPerWebsite || DEFAULT_MAX_INSIGHTS)
-	);
-}
-
 function excludedRefreshSet() {
 	const columns = getTableColumns(analyticsInsights);
 	return Object.fromEntries(
@@ -89,23 +87,24 @@ function dedupeKeyFor(insight: GeneratedWebsiteInsight): string {
 	});
 }
 
-interface DedupeKeyRow {
-	changePercent: number | null;
-	dedupeKey: string | null;
-	sentiment: string;
-	subjectKey: string;
-	title: string;
-	type: string;
-	websiteId: string;
-}
+type DedupeKeyRow = Pick<
+	typeof analyticsInsights.$inferSelect,
+	| "changePercent"
+	| "dedupeKey"
+	| "sentiment"
+	| "subjectKey"
+	| "title"
+	| "type"
+	| "websiteId"
+>;
 
 function resolveDedupeKey(row: DedupeKeyRow): string {
 	return (
 		row.dedupeKey ??
 		insightDedupeKey({
 			websiteId: row.websiteId,
-			type: row.type as ParsedInsight["type"],
-			sentiment: row.sentiment as ParsedInsight["sentiment"],
+			type: row.type,
+			sentiment: row.sentiment,
 			changePercent: row.changePercent,
 			subjectKey: row.subjectKey,
 			title: row.title,
@@ -266,11 +265,11 @@ export function isMateriallyWorse(
 }
 
 export async function persistWebsiteInsights(params: {
-	config: InsightGenerationConfigSnapshot;
 	insights: GeneratedWebsiteInsight[];
+	investigationDepth: InsightDepth;
 	organizationId: string;
-	period: WeekOverWeekPeriod;
 	runId: string;
+	timezone: string;
 }): Promise<
 	(GeneratedWebsiteInsight & {
 		isEscalation: boolean;
@@ -280,7 +279,7 @@ export async function persistWebsiteInsights(params: {
 > {
 	const startedAt = performance.now();
 	const cooldownCutoff = dayjs()
-		.subtract(Math.max(1, params.config.cooldownHours), "hour")
+		.subtract(INSIGHT_COOLDOWN_HOURS, "hour")
 		.toDate();
 	const [priorByDedupeKey, dismissedBaselines] = await Promise.all([
 		fetchPriorInsightsByDedupeKey(params.organizationId, cooldownCutoff),
@@ -315,7 +314,7 @@ export async function persistWebsiteInsights(params: {
 			classifyRecurrence(insight, prior, cooldownCutoff)
 		);
 		finalInsights.push(prior ? { ...insight, id: prior.id } : insight);
-		if (finalInsights.length >= maxInsights(params.config)) {
+		if (finalInsights.length >= MAX_INSIGHTS_PER_WEBSITE) {
 			break;
 		}
 	}
@@ -341,6 +340,7 @@ export async function persistWebsiteInsights(params: {
 	}
 
 	function insightRow(insight: GeneratedWebsiteInsight, key: string) {
+		const period = insight.period;
 		return {
 			id: insight.id,
 			organizationId: params.organizationId,
@@ -361,14 +361,14 @@ export async function persistWebsiteInsights(params: {
 			impactSummary: insight.impactSummary ?? null,
 			rootCause: insight.rootCause ?? null,
 			evidence: insight.evidence ?? null,
-			investigationDepth: insight.investigationDepth ?? null,
+			investigationDepth: params.investigationDepth,
 			actions: insight.actions ?? null,
-			metrics: insight.metrics as InsightMetricRow[],
-			timezone: params.config.timezone,
-			currentPeriodFrom: params.period.current.from,
-			currentPeriodTo: params.period.current.to,
-			previousPeriodFrom: params.period.previous.from,
-			previousPeriodTo: params.period.previous.to,
+			metrics: insight.metrics,
+			timezone: params.timezone,
+			currentPeriodFrom: period.current.from,
+			currentPeriodTo: period.current.to,
+			previousPeriodFrom: period.previous.from,
+			previousPeriodTo: period.previous.to,
 		};
 	}
 
@@ -399,11 +399,6 @@ export async function persistWebsiteInsights(params: {
 				targetWhere: isNotNull(analyticsInsights.dedupeKey),
 				set: {
 					runId: params.runId,
-					timezone: params.config.timezone,
-					currentPeriodFrom: params.period.current.from,
-					currentPeriodTo: params.period.current.to,
-					previousPeriodFrom: params.period.previous.from,
-					previousPeriodTo: params.period.previous.to,
 					createdAt: new Date(),
 					status: "open",
 					resolvedAt: null,
diff --git a/apps/insights/src/policy.test.ts b/apps/insights/src/policy.test.ts
new file mode 100644
index 000000000..17158a449
--- /dev/null
+++ b/apps/insights/src/policy.test.ts
@@ -0,0 +1,32 @@
+import { describe, expect, it } from "bun:test";
+import {
+	INSIGHT_COOLDOWN_HOURS,
+	INSIGHT_LOOKBACK_DAYS,
+	INSIGHT_MAX_STEPS,
+	insightDepth,
+	MAX_INSIGHTS_PER_WEBSITE,
+} from "./policy";
+
+describe("insight policy", () => {
+	it("keeps execution limits internal and fixed", () => {
+		expect({
+			cooldownHours: INSIGHT_COOLDOWN_HOURS,
+			lookbackDays: INSIGHT_LOOKBACK_DAYS,
+			maxInsights: MAX_INSIGHTS_PER_WEBSITE,
+			maxSteps: INSIGHT_MAX_STEPS,
+		}).toEqual({
+			cooldownHours: 6,
+			lookbackDays: 7,
+			maxInsights: 3,
+			maxSteps: 8,
+		});
+	});
+
+	it("derives investigation depth from quality", () => {
+		expect([
+			insightDepth("fast"),
+			insightDepth("balanced"),
+			insightDepth("deep"),
+		]).toEqual(["surface", "investigated", "deep"]);
+	});
+});
diff --git a/apps/insights/src/policy.ts b/apps/insights/src/policy.ts
new file mode 100644
index 000000000..dad168f52
--- /dev/null
+++ b/apps/insights/src/policy.ts
@@ -0,0 +1,18 @@
+import type { InsightGenerationModelTier } from "@databuddy/redis";
+
+export const INSIGHT_COOLDOWN_HOURS = 6;
+export const INSIGHT_LOOKBACK_DAYS = 7;
+export const INSIGHT_MAX_STEPS = 8;
+export const MAX_INSIGHTS_PER_WEBSITE = 3;
+
+const DEPTH_BY_QUALITY = {
+	fast: "surface",
+	balanced: "investigated",
+	deep: "deep",
+} as const;
+
+export function insightDepth(quality: InsightGenerationModelTier) {
+	return DEPTH_BY_QUALITY[quality];
+}
+
+export type InsightDepth = ReturnType<typeof insightDepth>;
diff --git a/apps/insights/src/prompts.test.ts b/apps/insights/src/prompts.test.ts
index 783b83d32..89e43bdd9 100644
--- a/apps/insights/src/prompts.test.ts
+++ b/apps/insights/src/prompts.test.ts
@@ -1,5 +1,28 @@
 import { describe, expect, it } from "bun:test";
-import { historyStateSuffix } from "./prompts";
+import { buildSystemPrompt, historyStateSuffix } from "./prompts";
+
+describe("buildSystemPrompt", () => {
+	it("changes only the investigation instruction by quality", () => {
+		expect(buildSystemPrompt("surface")).toContain(
+			"Use the supplied evidence"
+		);
+		expect(buildSystemPrompt("investigated")).toContain(
+			"Cross-check one relevant context"
+		);
+		expect(buildSystemPrompt("deep")).toContain(
+			"Cross-check each conclusion"
+		);
+	});
+
+	it("requires one evidence-bound terminal submission", () => {
+		const prompt = buildSystemPrompt("investigated");
+		expect(prompt).toContain("action_ready");
+		expect(prompt).toContain("not_a_problem");
+		expect(prompt).toContain("Call submit_investigation with one terminal result");
+		expect(prompt).toContain("correct it and resubmit");
+		expect(prompt).not.toContain("emit_insight");
+	});
+});
 
 describe("historyStateSuffix", () => {
 	it("annotates a recovered insight with its resolution date", () => {
diff --git a/apps/insights/src/prompts.ts b/apps/insights/src/prompts.ts
index 78b99fae6..997a9ecce 100644
--- a/apps/insights/src/prompts.ts
+++ b/apps/insights/src/prompts.ts
@@ -1,258 +1,17 @@
-import type { WeekOverWeekPeriod } from "@databuddy/ai/insights/types";
-import { executeQuery } from "@databuddy/ai/query";
-import { and, db, desc, eq, gte, isNull } from "@databuddy/db";
-import {
-	analyticsInsights,
-	annotations,
-	funnelDefinitions,
-	goals,
-	type InsightGenerationConfigSnapshot,
-	insightUserFeedback,
-} from "@databuddy/db/schema";
+import { and, db, desc, eq, gte, lte } from "@databuddy/db";
+import { analyticsInsights } from "@databuddy/db/schema";
+import type {
+	InvestigationEvidence,
+	InvestigationSignal,
+} from "@databuddy/shared/insights";
 import dayjs from "dayjs";
-import type { EnrichedSignal } from "./enrichment";
+import type { InvestigationInput } from "./investigation";
+import { type InsightDepth, MAX_INSIGHTS_PER_WEBSITE } from "./policy";
 
 const RECENT_INSIGHTS_PROMPT_LIMIT = 12;
 
-function capabilityLine(
-	label: string,
-	items: string[],
-	emptyText: string
-): string {
-	if (items.length === 0) {
-		return `${label}: ${emptyText}`;
-	}
-	return `${label} (${items.length}): ${items.join(", ")}`;
-}
-
-export async function fetchSiteCapabilities(
-	websiteId: string,
-	timezone: string,
-	from: string,
-	to: string
-): Promise<string> {
-	const [customEventRows, errorSummaryRows, vitalRows, funnelRows, goalRows] =
-		await Promise.all([
-			executeQuery(
-				{
-					projectId: websiteId,
-					type: "custom_events_discovery",
-					from,
-					to,
-					timezone,
-					limit: 50,
-				},
-				undefined,
-				timezone
-			),
-			executeQuery(
-				{
-					projectId: websiteId,
-					type: "error_summary",
-					from,
-					to,
-					timezone,
-				},
-				undefined,
-				timezone
-			),
-			executeQuery(
-				{
-					projectId: websiteId,
-					type: "vitals_overview",
-					from,
-					to,
-					timezone,
-				},
-				undefined,
-				timezone
-			),
-			db
-				.select({ name: funnelDefinitions.name })
-				.from(funnelDefinitions)
-				.where(
-					and(
-						eq(funnelDefinitions.websiteId, websiteId),
-						eq(funnelDefinitions.isActive, true),
-						isNull(funnelDefinitions.deletedAt)
-					)
-				)
-				.limit(20),
-			db
-				.select({ name: goals.name, type: goals.type, target: goals.target })
-				.from(goals)
-				.where(
-					and(
-						eq(goals.websiteId, websiteId),
-						eq(goals.isActive, true),
-						isNull(goals.deletedAt)
-					)
-				)
-				.limit(20),
-		]);
-
-	const customEvents = customEventRows as Array<{
-		event_name?: string;
-		total_events?: number;
-	}>;
-	const eventNames = [
-		...new Set(
-			customEvents
-				.filter((r) => r.event_name && (r.total_events ?? 0) > 0)
-				.map((r) => r.event_name as string)
-		),
-	];
-
-	const errors = errorSummaryRows[0] as { totalErrors?: number } | undefined;
-	const errorCount = Number(errors?.totalErrors ?? 0);
-
-	const vitals = (vitalRows as Array<{ metric_name?: string }>).map(
-		(r) => r.metric_name
-	);
-
-	const parts = [
-		capabilityLine("Custom events", eventNames, "none configured"),
-		errorCount > 0
-			? `Errors: ${errorCount} in current period`
-			: "Errors: none recorded",
-		vitals.length > 0 ? `Vitals: ${vitals.join(", ")}` : "Vitals: no data",
-		capabilityLine(
-			"Funnels",
-			funnelRows.map((f) => f.name),
-			"none configured"
-		),
-		capabilityLine(
-			"Goals",
-			goalRows.map((g) => `${g.name} (${g.type}: ${g.target})`),
-			"none configured"
-		),
-	];
-
-	return `\nSite capabilities:\n${parts.join("\n")}`;
-}
-
-export function promptLookbackDays(
-	config: InsightGenerationConfigSnapshot
-): number {
-	return Math.max(14, Math.min(180, config.lookbackDays * 2));
-}
-
-export async function fetchRecentAnnotations(
-	websiteId: string,
-	config: InsightGenerationConfigSnapshot
-): Promise<string> {
-	const since = dayjs().subtract(promptLookbackDays(config), "day").toDate();
-	const rows = await db
-		.select({
-			text: annotations.text,
-			xValue: annotations.xValue,
-			tags: annotations.tags,
-		})
-		.from(annotations)
-		.where(
-			and(
-				eq(annotations.websiteId, websiteId),
-				gte(annotations.xValue, since),
-				isNull(annotations.deletedAt)
-			)
-		)
-		.orderBy(annotations.xValue)
-		.limit(20);
-
-	if (rows.length === 0) {
-		return "";
-	}
-
-	const lines = rows.map((row) => {
-		const date = dayjs(row.xValue).format("YYYY-MM-DD");
-		const tags = row.tags?.length ? ` [${row.tags.join(", ")}]` : "";
-		return `- ${date}: ${row.text}${tags}`;
-	});
-
-	return `\n\nUser annotations (known events that may explain changes):\n${lines.join("\n")}`;
-}
-
-export async function fetchDownvotedPatterns(
-	organizationId: string,
-	websiteId: string
-): Promise<string> {
-	const since = dayjs().subtract(30, "day").toDate();
-	const rows = await db
-		.select({
-			title: analyticsInsights.title,
-			type: analyticsInsights.type,
-		})
-		.from(insightUserFeedback)
-		.innerJoin(
-			analyticsInsights,
-			eq(insightUserFeedback.insightId, analyticsInsights.id)
-		)
-		.where(
-			and(
-				eq(insightUserFeedback.organizationId, organizationId),
-				eq(analyticsInsights.websiteId, websiteId),
-				eq(insightUserFeedback.vote, "down"),
-				gte(insightUserFeedback.createdAt, since)
-			)
-		)
-		.orderBy(desc(insightUserFeedback.createdAt))
-		.limit(10);
-
-	if (rows.length === 0) {
-		return "";
-	}
-
-	const lines = rows.map((r) => `- [${r.type}] ${r.title}`);
-	return `\n\nInsights users marked as NOT helpful (avoid similar narratives):\n${lines.join("\n")}`;
-}
-
-export async function fetchSuppressedPatterns(
-	organizationId: string,
-	websiteId: string
-): Promise<string> {
-	const since = dayjs().subtract(30, "day").toDate();
-	const rows = await db
-		.select({
-			title: analyticsInsights.title,
-			type: analyticsInsights.type,
-			subjectKey: analyticsInsights.subjectKey,
-		})
-		.from(insightUserFeedback)
-		.innerJoin(
-			analyticsInsights,
-			eq(insightUserFeedback.insightId, analyticsInsights.id)
-		)
-		.where(
-			and(
-				eq(insightUserFeedback.organizationId, organizationId),
-				eq(analyticsInsights.websiteId, websiteId),
-				eq(insightUserFeedback.vote, "dismissed"),
-				gte(insightUserFeedback.createdAt, since)
-			)
-		)
-		.orderBy(desc(insightUserFeedback.createdAt))
-		.limit(20);
-
-	if (rows.length === 0) {
-		return "";
-	}
-
-	const seen = new Set<string>();
-	const lines: string[] = [];
-	for (const row of rows) {
-		const subject = row.subjectKey?.trim() || row.title;
-		const key = `${row.type}|${subject}`;
-		if (seen.has(key)) {
-			continue;
-		}
-		seen.add(key);
-		lines.push(`- ${row.type} on ${subject}`);
-		if (lines.length >= 10) {
-			break;
-		}
-	}
-
-	return `\n\nUsers dismissed these findings as not worth surfacing. Do not re-raise the same pattern unless it is materially worse than when dismissed:\n${lines.join("\n")}`;
+function promptLookbackDays(lookbackDays: number): number {
+	return Math.max(14, Math.min(180, lookbackDays * 2));
 }
 
 export function historyStateSuffix(state: {
@@ -268,10 +27,7 @@ export function historyStateSuffix(state: {
 				? ` (recovered ${dayjs(state.resolvedAt).format("YYYY-MM-DD")})`
 				: " (recovered)";
 		}
-		if (state.resolvedReason === "stale") {
-			return " (went quiet)";
-		}
-		return " (resolved)";
+		return state.resolvedReason === "stale" ? " (went quiet)" : " (resolved)";
 	}
 	if (state.recurrence > 1) {
 		return state.hadResolvedHistory
@@ -284,9 +40,12 @@ export function historyStateSuffix(state: {
 export async function fetchInsightHistory(
 	organizationId: string,
 	websiteId: string,
-	config: InsightGenerationConfigSnapshot
+	lookbackDays: number,
+	asOf: Date = new Date()
 ): Promise<string> {
-	const since = dayjs().subtract(promptLookbackDays(config), "day").toDate();
+	const since = dayjs(asOf)
+		.subtract(promptLookbackDays(lookbackDays), "day")
+		.toDate();
 	const rows = await db
 		.select({
 			title: analyticsInsights.title,
@@ -305,7 +64,8 @@ export async function fetchInsightHistory(
 			and(
 				eq(analyticsInsights.organizationId, organizationId),
 				eq(analyticsInsights.websiteId, websiteId),
-				gte(analyticsInsights.createdAt, since)
+				gte(analyticsInsights.createdAt, since),
+				lte(analyticsInsights.createdAt, asOf)
 			)
 		)
 		.orderBy(desc(analyticsInsights.createdAt))
@@ -337,7 +97,6 @@ export async function fetchInsightHistory(
 		}
 		seen.add(key);
 
-		const date = dayjs(row.createdAt).format("YYYY-MM-DD");
 		const change =
 			row.changePercent === null
 				? ""
@@ -349,8 +108,9 @@ export async function fetchInsightHistory(
 			recurrence: subjectCounts.get(key) ?? 1,
 			hadResolvedHistory: subjectHadResolved.has(key) && row.status === "open",
 		});
-
-		lines.push(`- [${row.severity}] ${row.title}${change}${suffix} (${date})`);
+		lines.push(
+			`- [${row.severity}] ${row.title}${change}${suffix} (${dayjs(row.createdAt).format("YYYY-MM-DD")})`
+		);
 		if (row.description) {
 			lines.push(`  ${row.description.slice(0, 150)}`);
 		}
@@ -359,188 +119,90 @@ export async function fetchInsightHistory(
 		}
 	}
 
-	return `\n\nPrevious findings for this site (compare against current data). Items marked "recovered" already returned to normal; do not re-raise them unless they regressed again. Items marked "intermittent" flap repeatedly, so treat them as a recurring pattern rather than a fresh anomaly:
-${lines.join("\n")}`;
-}
-
-export interface OrgWebsiteRow {
-	domain: string;
-	id: string;
-	name: string | null;
-}
-
-export function formatOrgWebsitesContext(
-	orgSites: OrgWebsiteRow[],
-	currentWebsiteId: string
-): string {
-	if (orgSites.length <= 1) {
-		return "";
-	}
-
-	const sorted = [...orgSites].sort((a, b) =>
-		a.domain.localeCompare(b.domain, "en")
-	);
-	const lines = sorted.map((site) => {
-		const label = site.name?.trim() ? site.name.trim() : site.domain;
-		const marker =
-			site.id === currentWebsiteId
-				? " - metrics below are for this site only"
-				: "";
-		return `- ${label} (${site.domain})${marker}`;
-	});
-	return `## Organization websites\n${lines.join("\n")}\n\n`;
+	return `Previous findings (orientation only; not citable evidence):\n${lines.join("\n")}`;
 }
 
-const DEPTH_INSTRUCTIONS: Record<
-	InsightGenerationConfigSnapshot["depth"],
-	string
-> = {
-	light:
-		"Use the smallest useful tool set. Prefer 1-2 high-confidence insights.",
-	standard:
-		"Explore enough context for concise, distinct, high-confidence insights.",
-	deep: "Actively cross-check web, product, ops, and business context.",
+const DEPTH_INSTRUCTIONS: Record<InsightDepth, string> = {
+	surface: "Use the supplied evidence; query only a blocking gap.",
+	investigated:
+		"Cross-check one relevant context when it can change the action.",
+	deep: "Cross-check each conclusion across the relevant evidence domains.",
 };
 
-export function buildSystemPrompt(
-	config: InsightGenerationConfigSnapshot
-): string {
-	const targetCount = Math.max(
-		1,
-		Math.min(10, config.maxInsightsPerWebsite ?? 2)
-	);
-	const depthInstruction = DEPTH_INSTRUCTIONS[config.depth];
-
-	return `You are an analytics investigator. Return up to ${targetCount} insights ranked by business impact. ${depthInstruction}
-
-RULES:
-- Titles: outcome-first, plain language, ≤80 chars. No hedging, no jargon (INP, LCP, TTFB, CLS, p75). Avoid "still" and "again" unless recurrence is the central evidence.
-- Title direction MUST match the primary metric. Mismatches are rejected.
-- Only report signals that change what someone does today. Silence > noise.
-- Suggestions: name the exact page, button, or query, and the suspected cause when you found one. Never say "monitor" or "watch". Keep the visible suggestion human-readable; put raw object IDs only in action params.
-- ZERO REPETITION: title = what. description = the story (what happened and what it means, ≤300 chars). impactSummary = what it costs if ignored, only when that adds something. rootCause = why. evidence = new facts only. suggestion = one action (≤300 chars).
-- Every verified number goes in the metrics array. Prose carries at most two numbers, and only when the number is the point (5 visitors, 0 activations).
-- Metrics: only verified numbers. Label segment-specific values clearly.
-
-VOICE (title, description, impactSummary, suggestion):
-Write like you are DMing a teammate who trusts you. Short sentences. Contractions are fine. Say "broken" when it is broken.
-Banned: arrow deltas and paren spam ("2064→1231 (-40%)"); metaphors and drama words ("cratered", "collapsed", "rounding error"); rhetorical frames ("X, not Y"); editorializing adverbs (quietly, effectively, essentially, notably); filler ("it's worth noting", "importantly").
-
-BAD description (machine voice, buries the story):
-"signup_started fired 48 times (up from 10) yet signup_completed fell to 5 (from 38). /onboarding pageviews also dropped 125→73 and 67 of 67 onboarding visitors exit on that page."
-GOOD description (same facts, human voice):
-"48 people started signup this week but only 5 finished. Almost everyone drops at the onboarding step, so something in that flow is broken."
-The bad version dumps deltas the metrics array already carries. The good version says what happened and what it means; the numbers live in metrics.
-- Low traffic (<50 sessions/week): no percentage claims on <10 absolute values.
-- Tools: batch queries in web_metrics (up to 8). search_console for keywords. summary_metrics for headline numbers.
-- Confidence > 0.7 requires segment isolation or temporal correlation.
-- Actions: include when fixable (fix_goal, add_custom_event, create_annotation, create_funnel, add_tracking, investigate_further, code_fix).
-- code_fix: when you find a bug with a clear fix, emit a code_fix action with params {prompt, file_hint, error_message}. The prompt should be paste-ready for Cursor or Claude Code — include the exact file to change, what to change, and why.
-- Do not execute mutations from this background job. Emit action recommendations only.
-- Investigate detected signals using tools. Call emit_insight for each finding. Drop noise.`;
+export function buildSystemPrompt(investigationDepth: InsightDepth): string {
+	return `You investigate analytics signals and return the next useful decision. ${DEPTH_INSTRUCTIONS[investigationDepth]}
+
+For every listed signal, choose exactly one disposition:
+- action_ready: evidence supports one specific action and a verification check.
+- needs_context: a named missing fact blocks the decision; ask one answerable question.
+- monitor: acting now is premature; give a measurable escalation condition and check date.
+- not_a_problem: evidence explains why no action is warranted.
+
+Rules:
+- Backend signal fields are facts. Never rewrite identity, metrics, windows, severity, sentiment, type, or priority.
+- Cite only evidence IDs owned by that signal. Failed evidence can support needs_context, never a conclusion.
+- Do not claim a cause or impact unless cited evidence directly measures it.
+- Query only a specific missing fact. Every data-tool call must include the signalKey.
+- For z-score signals, query current only; the supplied detector evidence owns the sparse comparable-day baseline.
+- Keep summaries plain and short. No filler, drama, jargon, or repeated metrics.
+- Recommend; never mutate anything.
+- Call submit_investigation with one terminal result for every signal. If rejected, correct it and resubmit. Do not finish with prose.`;
 }
 
-export function formatSignalBlock(
-	signal: EnrichedSignal,
-	index: number
-): string {
-	const dir = signal.direction === "up" ? "+" : "-";
-	const scope =
-		signal.method === "zscore"
-			? `z=${signal.zScore}, latest day vs baseline`
-			: "WoW";
-	const parts = [
-		`${index + 1}. ${signal.label} ${dir}${Math.abs(signal.deltaPercent).toFixed(0)}% (${scope}, ${signal.severity}) — ${signal.current.toLocaleString()} vs ${signal.baseline.toLocaleString()}`,
-	];
-
-	for (const seg of signal.segments) {
-		parts.push(
-			`  ${seg.dimension}: ${seg.topMovers.map((m) => `${m.name} ${m.deltaPercent > 0 ? "+" : ""}${m.deltaPercent}%`).join(", ")}`
-		);
-	}
-
-	if (signal.errorContext) {
-		const ec = signal.errorContext;
-		parts.push(
-			`  errors: ${ec.totalErrorsPrevious}->${ec.totalErrorsCurrent} (${ec.deltaPercent > 0 ? "+" : ""}${ec.deltaPercent}%)`
-		);
-		if (ec.topNewErrors.length > 0) {
-			parts.push(`  new: ${ec.topNewErrors.join(", ")}`);
-		}
-	}
-
-	if (signal.vitalsContext) {
-		const vitals = signal.vitalsContext.metrics
-			.map(
-				(m) =>
-					`${m.name} p75: ${m.previousP75}→${m.currentP75} (${m.deltaPercent > 0 ? "+" : ""}${m.deltaPercent}%)`
-			)
-			.join(", ");
-		parts.push(`  vitals: ${vitals}`);
-	}
-
-	for (const a of signal.annotations) {
-		parts.push(`  [${a.date}] ${a.title}`);
-	}
-
-	if (signal.githubContext) {
-		const gc = signal.githubContext;
-		for (const c of gc.commits.slice(0, 3)) {
-			parts.push(`  ${c.sha} ${c.message} (${c.date?.slice(0, 10)})`);
-		}
-		for (const pr of gc.recentPRs.slice(0, 3)) {
-			parts.push(
-				`  PR#${pr.number} ${pr.title} (${pr.mergedAt?.slice(0, 10)})`
-			);
-		}
-	}
+function formatSignal(signal: InvestigationSignal): string {
+	const previous = signal.metric.previous ?? "n/a";
+	const baseline = signal.detection.baselineDates
+		? `comparable dates ${signal.detection.baselineDates.join(",")}`
+		: `${signal.period.previous.from}..${signal.period.previous.to}`;
+	return `- ${signal.signalKey} | ${signal.entity.type}:${signal.entity.label} | ${signal.metric.label}=${signal.metric.current} vs ${previous} (${signal.changePercent ?? "n/a"}%) | ${signal.period.current.from}..${signal.period.current.to} vs ${baseline} | ${signal.severity}, ${signal.sentiment}, priority ${signal.priority} | ${signal.detection.reason}`;
+}
 
-	return parts.join("\n");
+function formatEvidence(evidence: InvestigationEvidence): string {
+	const detail =
+		evidence.status === "failed" ? evidence.error : evidence.summary;
+	const metrics =
+		evidence.status !== "failed" &&
+		evidence.status !== "empty" &&
+		evidence.metrics?.length
+			? ` | metrics=${JSON.stringify(evidence.metrics)}`
+			: "";
+	const range = evidence.comparison
+		? `${evidence.comparison.current.from}..${evidence.comparison.current.to} vs ${evidence.comparison.previous.from}..${evidence.comparison.previous.to}`
+		: evidence.range
+			? `${evidence.range.from}..${evidence.range.to}`
+			: evidence.period;
+	const entity = evidence.entity
+		? ` | entity=${evidence.entity.type}:${evidence.entity.id}`
+		: "";
+	return `- ${evidence.evidenceId} | signal=${evidence.signalKey}${entity} | ${evidence.source}.${evidence.queryType} | ${range} | ${evidence.status}, rows=${evidence.rowCount} | ${detail}${metrics}`;
 }
 
 export function buildInvestigationPrompt(
-	enrichedSignals: EnrichedSignal[],
+	investigation: InvestigationInput,
 	params: {
-		annotationContext: string;
-		capabilitiesBlock: string;
-		downvotedBlock: string;
 		domain: string;
-		githubRepo?: { owner: string; repo: string };
-		orgContext: string;
-		period: WeekOverWeekPeriod;
 		historyBlock: string;
 		siteContext: string;
-		suppressedBlock: string;
 		timezone: string;
 	}
 ): string {
-	const { domain, period, timezone } = params;
-	const signalBlocks = enrichedSignals
-		.map((signal, i) => formatSignalBlock(signal, i))
+	const orientation = [
+		params.siteContext
+			? `Product description (orientation only; not evidence):\n${params.siteContext}`
+			: "",
+		params.historyBlock,
+	]
+		.filter(Boolean)
 		.join("\n\n");
 
-	const githubInstruction = params.githubRepo
-		? `2. github_commits for ${params.githubRepo.owner}/${params.githubRepo.repo} with dates matching the anomaly window.`
-		: "2. If GitHub tools are available, check commits matching the anomaly window.";
-
-	return `Investigating ${enrichedSignals.length} anomalies on ${domain}.
-Period: ${period.current.from} to ${period.current.to} vs ${period.previous.from} to ${period.previous.to} (${timezone})
-${params.siteContext}${params.capabilitiesBlock}
-
-SIGNALS:
+	return `Investigate ${investigation.signals.length} signals for ${params.domain} (${params.timezone}). Return no more than ${MAX_INSIGHTS_PER_WEBSITE} action-ready or needs-context findings.
 
-${signalBlocks}
+SIGNALS
+${investigation.signals.map(formatSignal).join("\n")}
 
-STRATEGY:
-1. web_metrics period="both" to confirm signals and get segment breakdowns. Batch queries.
-${githubInstruction}
-3. search_console for keyword/page changes between periods.
-4. For errors: get messages and affected pages. Scrape the page if needed.
-5. For conversion/funnel changes: check product_metrics for funnel/goal data.
-6. For user behavior: use interesting_sessions or session_list to find specific sessions that dropped off, then session_events to see what they did.
-7. When you find something fixable, emit the recommended action and exact params, but do not execute mutations.
-8. Emit findings via emit_insight as you go.
+EVIDENCE
+${investigation.evidence.map(formatEvidence).join("\n")}
 
-summary_metrics is the canonical source for headline numbers.
-${params.orgContext}${params.annotationContext}${params.historyBlock}${params.suppressedBlock}${params.downvotedBlock}`;
+Use supplied evidence first. If it does not settle the disposition, query only the missing fact and cite the returned evidence ID.
+${orientation ? `\nORIENTATION\n${orientation}` : ""}`;
 }
diff --git a/apps/insights/src/reflection.test.ts b/apps/insights/src/reflection.test.ts
deleted file mode 100644
index eacb2faeb..000000000
--- a/apps/insights/src/reflection.test.ts
+++ /dev/null
@@ -1,158 +0,0 @@
-import { lookupAgentModelCost } from "@databuddy/shared/agent-credits";
-import { describe, expect, it } from "bun:test";
-import {
-	REFLECTION_MODEL_ID,
-	applyReviewRewrites,
-	type InsightReview,
-	selectReflectedInsights,
-} from "./reflection";
-
-const cards = ["a", "b", "c", "d"];
-
-function review(
-	index: number,
-	keep: boolean,
-	score: number
-): InsightReview {
-	return { index, keep, score, reason: "" };
-}
-
-describe("selectReflectedInsights", () => {
-	it("keeps only kept cards, ranked by score, capped at maxKeep", () => {
-		const result = selectReflectedInsights(
-			cards,
-			[
-				review(0, true, 6),
-				review(1, false, 2),
-				review(2, true, 9),
-				review(3, true, 7),
-			],
-			2
-		);
-		expect(result).toEqual(["c", "d"]);
-	});
-
-	it("drops kept cards scoring below the threshold", () => {
-		const result = selectReflectedInsights(
-			cards,
-			[review(0, true, 4), review(1, true, 8)],
-			5
-		);
-		expect(result).toEqual(["b"]);
-	});
-
-	it("ignores reviews with out-of-range indexes", () => {
-		const result = selectReflectedInsights(
-			cards,
-			[review(99, true, 10), review(1, true, 6)],
-			5
-		);
-		expect(result).toEqual(["b"]);
-	});
-
-	it("returns nothing when no card clears the threshold", () => {
-		const result = selectReflectedInsights(
-			cards,
-			[review(0, false, 3), review(1, false, 7), review(2, false, 5)],
-			3
-		);
-		expect(result).toEqual([]);
-	});
-
-	it("passes through capped when reviews are empty", () => {
-		expect(selectReflectedInsights(cards, [], 2)).toEqual(["a", "b"]);
-	});
-
-	it("passes through capped when no review references a real card", () => {
-		expect(
-			selectReflectedInsights(cards, [review(50, true, 9)], 2)
-		).toEqual(["a", "b"]);
-	});
-});
-
-describe("applyReviewRewrites", () => {
-	const baseInsight = {
-		title: "Signup starts jumped but completions cratered",
-		description:
-			"signup_started fired 48 times (up from 10) yet signup_completed fell to 5 (from 38). /onboarding pageviews dropped 125→73.",
-		suggestion: "Trace onboarding step handlers",
-		impactSummary: "This changes which follow-up should happen next.",
-	} as never;
-
-	function keepReview(rewrite?: {
-		title: string;
-		description: string;
-		suggestion: string;
-		impactSummary?: string;
-	}): InsightReview {
-		return { index: 0, keep: true, score: 8, reason: "", rewrite };
-	}
-
-	it("returns the original when no rewrite is provided", () => {
-		expect(applyReviewRewrites([baseInsight], [keepReview()])).toEqual([
-			baseInsight,
-		]);
-	});
-
-	it("replaces copy with the rewrite and drops an omitted impact summary", () => {
-		const [result] = applyReviewRewrites(
-			[baseInsight],
-			[
-				keepReview({
-					title: "48 signups started, only 5 finished",
-					description:
-						"48 people started signup this week but only 5 finished. Almost everyone drops at the onboarding step.",
-					suggestion:
-						"Walk through a signup and find where the onboarding step fails.",
-				}),
-			]
-		);
-		expect(result.title).toBe("48 signups started, only 5 finished");
-		expect(result.description).toContain("only 5 finished");
-		expect(result.impactSummary).toBeUndefined();
-	});
-
-	it("ignores rewrites on dropped cards and out-of-range indexes", () => {
-		const dropped: InsightReview = {
-			index: 0,
-			keep: false,
-			score: 2,
-			reason: "",
-			rewrite: {
-				title: "x",
-				description: "y",
-				suggestion: "z",
-			},
-		};
-		const outOfRange: InsightReview = {
-			index: 9,
-			keep: true,
-			score: 8,
-			reason: "",
-			rewrite: { title: "x", description: "y", suggestion: "z" },
-		};
-		expect(
-			applyReviewRewrites([baseInsight], [dropped, outOfRange])
-		).toEqual([baseInsight]);
-	});
-
-	it("keeps the original suggestion when the rewrite suggestion is blank", () => {
-		const [result] = applyReviewRewrites(
-			[baseInsight],
-			[
-				keepReview({
-					title: "48 signups started, only 5 finished",
-					description: "Almost everyone drops at onboarding.",
-					suggestion: "  ",
-				}),
-			]
-		);
-		expect(result.suggestion).toBe("Trace onboarding step handlers");
-	});
-});
-
-describe("reflection model pricing", () => {
-	it("has explicit pricing so cost telemetry never falls back", () => {
-		expect(lookupAgentModelCost(REFLECTION_MODEL_ID)).not.toBeNull();
-	});
-});
diff --git a/apps/insights/src/reflection.ts b/apps/insights/src/reflection.ts
deleted file mode 100644
index ad59b6f55..000000000
--- a/apps/insights/src/reflection.ts
+++ /dev/null
@@ -1,236 +0,0 @@
-import { trackAgentUsageAndBill } from "@databuddy/ai/agents/execution";
-import { createModelFromId } from "@databuddy/ai/config/models";
-import { getAILogger } from "@databuddy/ai/lib/ai-logger";
-import type { ParsedInsight } from "@databuddy/ai/schemas/smart-insights-output";
-import { generateObject } from "ai";
-import { z } from "zod";
-import {
-	captureInsightsError,
-	emitInsightsEvent,
-	setInsightsLog,
-} from "./lib/evlog-insights";
-
-export const REFLECTION_MODEL_ID = "google/gemini-2.5-flash-lite";
-const REFLECTION_MODEL = createModelFromId(REFLECTION_MODEL_ID);
-const KEEP_SCORE_THRESHOLD = 5;
-const REFLECTION_TIMEOUT_MS = 30_000;
-
-const reviewSchema = z.object({
-	index: z.number().int().describe("Index of the card being reviewed."),
-	keep: z.boolean(),
-	score: z
-		.number()
-		.min(0)
-		.max(10)
-		.describe("Worth-surfacing-today score: actionability x novelty x impact."),
-	reason: z.string().describe("One line explaining the score."),
-	rewrite: z
-		.object({
-			title: z.string(),
-			description: z.string(),
-			suggestion: z.string(),
-			impactSummary: z
-				.string()
-				.nullable()
-				.describe("Empty string or null when it adds nothing new."),
-		})
-		.nullable()
-		.describe(
-			"null unless the kept card fails the voice rules. When set, same facts in plain DM voice; use only numbers already present in the card, never invent or recompute."
-		),
-});
-
-const reflectionSchema = z.object({
-	reviews: z.array(reviewSchema),
-});
-
-export type InsightReview = z.infer<typeof reviewSchema>;
-
-const REFLECTION_SYSTEM = [
-	"You are a ruthless editor for an operator-facing analytics feed.",
-	"Keep only findings that change what an operator does this week. Drop vanity metrics, restated numbers, vague 'monitor this' advice, and anything a busy founder would scroll past.",
-	"Score each card 0-10 on actionability x novelty x business impact. A reliability or conversion issue outranks a traffic vanity spike.",
-	"Return exactly one review per card, referencing its index. Set keep=true only when the card earns a slot in a short, high-signal feed.",
-	"Every kept card also gets a voice check. It reads like a DM to a teammate or it fails.",
-	"A kept card MUST get a rewrite (this is not optional) if its title or description contains any of: an arrow ('→' or '->'), a parenthetical delta like '(up from 10)' or '(-40%)', a bare percentage change in the prose like '380%' or 'increased by 40%', a raw event name like signup_started, a drama word (cratered, collapsed, plummeted), or an editorializing adverb (quietly, essentially, notably). These are the common failures and they are frequent.",
-	"In a rewrite, never state a percentage change in the sentence; use the actual before/after counts in plain words or leave the percentage to the metrics.",
-	"A rewrite keeps the same facts in plain voice: what happened, what it means, one concrete action. Move the raw numbers out of the prose into at most two that carry the point; use only numbers already on the card, never invent or recompute. Set rewrite to null only when the card is already clean.",
-].join(" ");
-
-function formatCards(insights: ParsedInsight[]): string {
-	return insights
-		.map((insight, index) => {
-			const lines = [
-				`#${index} [${insight.severity}/${insight.type}] ${insight.title}`,
-				`  change: ${insight.changePercent ?? "n/a"}% | priority: ${insight.priority} | confidence: ${insight.confidence}`,
-				`  so what: ${insight.description}`,
-				`  action: ${insight.suggestion}`,
-			];
-			if (insight.impactSummary) {
-				lines.push(`  impact: ${insight.impactSummary}`);
-			}
-			if (insight.metrics?.length) {
-				lines.push(
-					`  metrics: ${insight.metrics
-						.map(
-							(m) =>
-								`${m.label}=${m.current}${m.previous === undefined ? "" : ` (prev ${m.previous})`}`
-						)
-						.join(", ")}`
-				);
-			}
-			return lines.join("\n");
-		})
-		.join("\n\n");
-}
-
-export function applyReviewRewrites(
-	insights: ParsedInsight[],
-	reviews: InsightReview[]
-): ParsedInsight[] {
-	const rewritten = [...insights];
-	for (const review of reviews) {
-		const rewrite = review.rewrite;
-		if (!(rewrite && review.keep)) {
-			continue;
-		}
-		if (!Number.isInteger(review.index)) {
-			continue;
-		}
-		if (review.index < 0 || review.index >= insights.length) {
-			continue;
-		}
-		if (!(rewrite.title.trim() && rewrite.description.trim())) {
-			continue;
-		}
-		const original = insights[review.index];
-		rewritten[review.index] = {
-			...original,
-			title: rewrite.title,
-			description: rewrite.description,
-			suggestion: rewrite.suggestion.trim()
-				? rewrite.suggestion
-				: original.suggestion,
-			impactSummary: rewrite.impactSummary?.trim()
-				? rewrite.impactSummary
-				: undefined,
-		};
-	}
-	return rewritten;
-}
-
-export function selectReflectedInsights<T>(
-	insights: T[],
-	reviews: InsightReview[],
-	maxKeep: number
-): T[] {
-	const scoreByIndex = new Map<number, number>();
-	const kept: number[] = [];
-	for (const review of reviews) {
-		if (
-			!Number.isInteger(review.index) ||
-			review.index < 0 ||
-			review.index >= insights.length
-		) {
-			continue;
-		}
-		scoreByIndex.set(review.index, review.score);
-		if (review.keep && review.score >= KEEP_SCORE_THRESHOLD) {
-			kept.push(review.index);
-		}
-	}
-
-	if (scoreByIndex.size === 0) {
-		return insights.slice(0, maxKeep);
-	}
-
-	if (kept.length === 0) {
-		return [];
-	}
-
-	return kept
-		.sort((a, b) => (scoreByIndex.get(b) ?? 0) - (scoreByIndex.get(a) ?? 0))
-		.slice(0, maxKeep)
-		.map((index) => insights[index]);
-}
-
-export interface ReflectionContext {
-	billingCustomerId: string | null;
-	chatId: string;
-	organizationId: string;
-	userId?: string;
-	websiteId: string;
-}
-
-export async function reflectAndRank(
-	insights: ParsedInsight[],
-	maxKeep: number,
-	context: ReflectionContext,
-	modelId: string = REFLECTION_MODEL_ID
-): Promise<ParsedInsight[]> {
-	if (insights.length === 0) {
-		return [];
-	}
-
-	try {
-		const ai = getAILogger();
-		const model =
-			modelId === REFLECTION_MODEL_ID
-				? REFLECTION_MODEL
-				: createModelFromId(modelId);
-		const result = await generateObject({
-			model: ai.wrap(model),
-			schema: reflectionSchema,
-			system: REFLECTION_SYSTEM,
-			prompt: `Review these ${insights.length} insight cards and decide which to keep.\n\n${formatCards(insights)}`,
-			temperature: 0,
-			maxRetries: 1,
-			abortSignal: AbortSignal.timeout(REFLECTION_TIMEOUT_MS),
-			experimental_telemetry: {
-				isEnabled: true,
-				functionId: "databuddy.insights.worker.reflection",
-				metadata: {
-					source: "insights_worker",
-					feature: "smart_insights",
-					organizationId: context.organizationId,
-					websiteId: context.websiteId,
-				},
-			},
-		});
-
-		await trackAgentUsageAndBill({
-			usage: result.usage,
-			modelId,
-			source: "insights",
-			organizationId: context.organizationId,
-			userId: context.userId ?? null,
-			chatId: context.chatId,
-			billingCustomerId: context.billingCustomerId,
-			websiteId: context.websiteId,
-		});
-
-		const rewritten = applyReviewRewrites(insights, result.object.reviews);
-		const selected = selectReflectedInsights(
-			rewritten,
-			result.object.reviews,
-			maxKeep
-		);
-		emitInsightsEvent("info", "generation.reflection.completed", {
-			organization_id: context.organizationId,
-			website_id: context.websiteId,
-			input_count: insights.length,
-			kept_count: selected.length,
-		});
-		setInsightsLog({
-			reflection_input_count: insights.length,
-			reflection_kept_count: selected.length,
-		});
-		return selected;
-	} catch (error) {
-		captureInsightsError(error, "generation.reflection.failed", {
-			organization_id: context.organizationId,
-			website_id: context.websiteId,
-		});
-		return insights.slice(0, maxKeep);
-	}
-}
diff --git a/apps/insights/src/resolution.ts b/apps/insights/src/resolution.ts
index 845d593bc..d5d8e01f8 100644
--- a/apps/insights/src/resolution.ts
+++ b/apps/insights/src/resolution.ts
@@ -1,11 +1,13 @@
-import { directionKeyFromParts } from "@databuddy/ai/insights/dedupe";
-import type { ParsedInsight } from "@databuddy/ai/schemas/smart-insights-output";
 import { and, db, eq, inArray } from "@databuddy/db";
 import { analyticsInsights } from "@databuddy/db/schema";
 import {
 	invalidateAgentContextSnapshotsForWebsite,
 	invalidateInsightsCachesForOrganization,
 } from "@databuddy/redis";
+import {
+	directionKeyFromParts,
+	type GeneratedInsight,
+} from "@databuddy/shared/insights";
 import type { DetectedSignal } from "./detection";
 import { emitInsightsEvent } from "./lib/evlog-insights";
 
@@ -61,7 +63,7 @@ export interface OpenInsightRow {
 	changePercent: number | null;
 	createdAt: Date;
 	id: string;
-	sentiment: ParsedInsight["sentiment"];
+	sentiment: GeneratedInsight["sentiment"];
 	type: string;
 }
 
@@ -149,7 +151,7 @@ export async function resolveInsightsForWebsite(params: {
 			id: row.id,
 			type: row.type,
 			changePercent: row.changePercent,
-			sentiment: row.sentiment as ParsedInsight["sentiment"],
+			sentiment: row.sentiment as GeneratedInsight["sentiment"],
 			createdAt: row.createdAt,
 		})),
 	});
diff --git a/apps/insights/src/rollup.test.ts b/apps/insights/src/rollup.test.ts
index 1bfa5dd08..15841667c 100644
--- a/apps/insights/src/rollup.test.ts
+++ b/apps/insights/src/rollup.test.ts
@@ -2,9 +2,9 @@ import { describe, expect, it } from "bun:test";
 import { buildDeterministicRollupNarrative } from "./rollup";
 
 describe("buildDeterministicRollupNarrative", () => {
-	it("returns a healthy fallback when no insights exist", () => {
+	it("does not infer health when no insights exist", () => {
 		expect(buildDeterministicRollupNarrative("7d", [])).toBe(
-			"All systems healthy this week. No actionable signals detected."
+			"No priority findings were stored this week."
 		);
 	});
 
@@ -12,11 +12,6 @@ describe("buildDeterministicRollupNarrative", () => {
 		const narrative = buildDeterministicRollupNarrative("30d", [
 			{
 				title: "Checkout errors increased",
-				description: "Errors rose on checkout.",
-				suggestion: "Review checkout errors.",
-				severity: "critical",
-				sentiment: "negative",
-				priority: 9,
 				changePercent: 42,
 				websiteName: "App",
 				websiteDomain: "app.example.com",
@@ -32,22 +27,12 @@ describe("buildDeterministicRollupNarrative", () => {
 		const narrative = buildDeterministicRollupNarrative("90d", [
 			{
 				title: "Interactions got slower",
-				description: "INP regressed.",
-				suggestion: "Audit slow pages.",
-				severity: "warning",
-				sentiment: "negative",
-				priority: 8,
 				changePercent: null,
 				websiteName: null,
 				websiteDomain: "www.example.com",
 			},
 			{
 				title: "Docs traffic improved",
-				description: "Organic sessions rose.",
-				suggestion: "Compare landing pages.",
-				severity: "info",
-				sentiment: "positive",
-				priority: 6,
 				changePercent: 18,
 				websiteName: "Docs",
 				websiteDomain: "docs.example.com",
diff --git a/apps/insights/src/rollup.ts b/apps/insights/src/rollup.ts
index fe24b5233..a057457b3 100644
--- a/apps/insights/src/rollup.ts
+++ b/apps/insights/src/rollup.ts
@@ -1,5 +1,3 @@
-import { ANTHROPIC_CACHE_1H, models } from "@databuddy/ai/config/models";
-import { getAILogger } from "@databuddy/ai/lib/ai-logger";
 import { and, db, desc, eq, gte, isNull, sql } from "@databuddy/db";
 import {
 	analyticsInsights,
@@ -11,10 +9,9 @@ import {
 	invalidateInsightsCachesForOrganization,
 	type InsightsRollupJobData,
 } from "@databuddy/redis";
-import { generateText } from "ai";
 import { randomUUIDv7 } from "bun";
 import dayjs from "dayjs";
-import { captureInsightsError, emitInsightsEvent } from "./lib/evlog-insights";
+import { emitInsightsEvent } from "./lib/evlog-insights";
 
 const ROLLUP_RANGES = ["7d", "30d", "90d"] as const;
 const RANGE_TO_DAYS: Record<InsightRollupRange, number> = {
@@ -28,28 +25,14 @@ const RANGE_TO_LABEL: Record<InsightRollupRange, string> = {
 	"90d": "quarter",
 };
 const ROLLUP_INSIGHT_LIMIT = 12;
-const MAX_NARRATIVE_LENGTH = 700;
 
 export interface RollupInsightSummary {
 	changePercent: number | null;
-	description: string;
-	priority: number;
-	sentiment: string;
-	severity: string;
-	suggestion: string;
 	title: string;
 	websiteDomain: string;
 	websiteName: string | null;
 }
 
-function sanitizeNarrative(value: string): string {
-	const text = value.replace(/\s+/g, " ").trim();
-	if (text.length <= MAX_NARRATIVE_LENGTH) {
-		return text;
-	}
-	return `${text.slice(0, MAX_NARRATIVE_LENGTH - 3).trimEnd()}...`;
-}
-
 export function buildDeterministicRollupNarrative(
 	range: InsightRollupRange,
 	insights: RollupInsightSummary[]
@@ -57,7 +40,7 @@ export function buildDeterministicRollupNarrative(
 	const label = RANGE_TO_LABEL[range];
 	const headline = insights[0];
 	if (!headline) {
-		return `All systems healthy this ${label}. No actionable signals detected.`;
+		return `No priority findings were stored this ${label}.`;
 	}
 
 	const siteName = headline.websiteName ?? headline.websiteDomain;
@@ -77,7 +60,7 @@ export function buildDeterministicRollupNarrative(
 		return `${opener} Also review ${second.title} on ${secondSite}.`;
 	}
 	const remaining = extra - 1;
-	return `${opener} Also review ${second.title} on ${secondSite}, plus ${remaining} more signal${remaining === 1 ? "" : "s"}.`;
+	return `${opener} Also review ${second.title} on ${secondSite}, plus ${remaining} more finding${remaining === 1 ? "" : "s"}.`;
 }
 
 async function fetchRollupInsights(
@@ -90,11 +73,6 @@ async function fetchRollupInsights(
 	return await db
 		.select({
 			title: analyticsInsights.title,
-			description: analyticsInsights.description,
-			suggestion: analyticsInsights.suggestion,
-			severity: analyticsInsights.severity,
-			sentiment: analyticsInsights.sentiment,
-			priority: analyticsInsights.priority,
 			changePercent: analyticsInsights.changePercent,
 			websiteName: websites.name,
 			websiteDomain: websites.domain,
@@ -104,6 +82,7 @@ async function fetchRollupInsights(
 		.where(
 			and(
 				eq(analyticsInsights.organizationId, organizationId),
+				eq(analyticsInsights.status, "open"),
 				gte(analyticsInsights.currentPeriodTo, cutoff),
 				isNull(websites.deletedAt)
 			)
@@ -115,77 +94,6 @@ async function fetchRollupInsights(
 		.limit(ROLLUP_INSIGHT_LIMIT);
 }
 
-async function generateRollupNarrative(
-	range: InsightRollupRange,
-	organizationId: string,
-	insights: RollupInsightSummary[]
-): Promise<string> {
-	const fallback = buildDeterministicRollupNarrative(range, insights);
-	if (insights.length === 0) {
-		emitInsightsEvent("info", "rollup.narrative_deterministic_empty", {
-			organization_id: organizationId,
-			range,
-		});
-		return fallback;
-	}
-
-	try {
-		const startedAt = performance.now();
-		const ai = getAILogger();
-		const result = await generateText({
-			model: ai.wrap(models.balanced),
-			messages: [
-				{
-					role: "system",
-					content:
-						"Write one compact Databuddy executive analytics brief from stored insight cards. Use only the supplied cards. Be specific, operational, and plain English. Mention the most important website names. Do not invent causes, revenue, user counts, or metrics. Return one paragraph under 90 words.",
-					providerOptions: ANTHROPIC_CACHE_1H,
-				},
-				{
-					role: "user",
-					content: JSON.stringify(
-						{
-							range,
-							insights,
-						},
-						null,
-						2
-					),
-				},
-			],
-			temperature: 0.2,
-			maxOutputTokens: 512,
-			abortSignal: AbortSignal.timeout(30_000),
-			experimental_telemetry: {
-				isEnabled: true,
-				functionId: "databuddy.insights.worker.rollup",
-				metadata: {
-					source: "insights_worker",
-					feature: "smart_insights",
-					organizationId,
-					range,
-				},
-			},
-		});
-
-		const text = sanitizeNarrative(result.text);
-		emitInsightsEvent("info", "rollup.narrative_generation_completed", {
-			organization_id: organizationId,
-			range,
-			duration_ms: Math.round(performance.now() - startedAt),
-			insight_count: insights.length,
-			used_fallback: text.length === 0,
-		});
-		return text || fallback;
-	} catch (error) {
-		captureInsightsError(error, "rollup.narrative_generation_failed", {
-			organization_id: organizationId,
-			range,
-		});
-		return fallback;
-	}
-}
-
 async function persistRollup(input: {
 	generatedAt: Date;
 	narrative: string;
@@ -222,11 +130,7 @@ async function generateRangeRollup(
 ): Promise<void> {
 	const startedAt = performance.now();
 	const insights = await fetchRollupInsights(data.organizationId, range);
-	const narrative = await generateRollupNarrative(
-		range,
-		data.organizationId,
-		insights
-	);
+	const narrative = buildDeterministicRollupNarrative(range, insights);
 
 	await persistRollup({
 		generatedAt,
diff --git a/apps/insights/src/scheduler.integration.test.ts b/apps/insights/src/scheduler.integration.test.ts
index ef436175e..ede334882 100644
--- a/apps/insights/src/scheduler.integration.test.ts
+++ b/apps/insights/src/scheduler.integration.test.ts
@@ -11,6 +11,10 @@ import {
 	getInsightsQueue,
 	type InsightsGenerateWebsiteJobData,
 } from "@databuddy/redis";
+import {
+	mutateConfig,
+	queueInsightGenerationRun,
+} from "@databuddy/rpc/insight-generation";
 import {
 	closePostgres,
 	db,
@@ -19,9 +23,9 @@ import {
 	insertWebsite,
 	truncatePostgres,
 } from "@databuddy/test";
-import { and, asc, eq, isNull } from "drizzle-orm";
+import { asc, eq } from "drizzle-orm";
 import { randomUUIDv7 } from "bun";
-import { dispatchDueInsightRuns } from "./scheduler";
+import { dispatchDueInsightRuns, retryConfigSoon } from "./scheduler";
 
 const runIntegration =
 	process.env.INSIGHTS_INTEGRATION_TESTS === "true" && hasTestDb;
@@ -47,37 +51,26 @@ describeIntegration("insights scheduler integration", () => {
 		await closePostgres();
 	});
 
-	it("dispatches an org config only to websites without website overrides", async () => {
+	it("dispatches one organization config to all active websites", async () => {
 		const org = await insertOrganization();
 		organizationIds.add(org.id);
 		const included = await insertWebsite({
 			organizationId: org.id,
 			domain: "included.example.com",
 		});
-		const overridden = await insertWebsite({
+		const second = await insertWebsite({
 			organizationId: org.id,
-			domain: "overridden.example.com",
+			domain: "second.example.com",
 		});
 		const now = new Date();
 
-		await db().insert(insightGenerationConfigs).values([
-			{
-				id: randomUUIDv7(),
-				organizationId: org.id,
-				websiteId: null,
-				enabled: true,
-				frequency: "daily",
-				nextRunAt: new Date(now.getTime() - 1000),
-			},
-			{
-				id: randomUUIDv7(),
-				organizationId: org.id,
-				websiteId: overridden.id,
-				enabled: true,
-				frequency: "weekly",
-				nextRunAt: new Date(now.getTime() + 86_400_000),
-			},
-		]);
+		await db().insert(insightGenerationConfigs).values({
+			id: randomUUIDv7(),
+			organizationId: org.id,
+			enabled: true,
+			frequency: "daily",
+			nextRunAt: new Date(now.getTime() - 1000),
+		});
 
 		const result = await dispatchDueInsightRuns(now);
 
@@ -85,7 +78,7 @@ describeIntegration("insights scheduler integration", () => {
 			scannedConfigs: 1,
 			claimedConfigs: 1,
 			dispatchedRuns: 1,
-			queuedItems: 1,
+			queuedItems: 2,
 			skippedConfigs: 0,
 		});
 
@@ -95,17 +88,23 @@ describeIntegration("insights scheduler integration", () => {
 			organizationId: org.id,
 			reason: "scheduled",
 			status: "queued",
-			totalItems: 1,
+			totalItems: 2,
 		});
 
 		const items = await itemsForRun(runs[0].id);
-		expect(items.map((item) => item.websiteId)).toEqual([included.id]);
+		expect(items.map((item) => item.websiteId).sort()).toEqual(
+			[included.id, second.id].sort()
+		);
 
 		const jobs = await queueJobsForOrg(org.id);
-		expect(jobs).toHaveLength(1);
-		expect(jobs[0]?.name).toBe("insights-generate-website");
-		expect(jobs[0]?.data.websiteId).toBe(included.id);
-		expect(jobs[0]?.data.runId).toBe(runs[0].id);
+		expect(jobs).toHaveLength(2);
+		expect(jobs.every((job) => job.name === "insights-generate-website")).toBe(
+			true
+		);
+		expect(jobs.map((job) => job.data.websiteId).sort()).toEqual(
+			[included.id, second.id].sort()
+		);
+		expect(jobs.every((job) => job.data.runId === runs[0].id)).toBe(true);
 
 		const [config] = await db()
 			.select({
@@ -113,12 +112,7 @@ describeIntegration("insights scheduler integration", () => {
 				nextRunAt: insightGenerationConfigs.nextRunAt,
 			})
 			.from(insightGenerationConfigs)
-			.where(
-				and(
-					eq(insightGenerationConfigs.organizationId, org.id),
-					isNull(insightGenerationConfigs.websiteId)
-				)
-			)
+			.where(eq(insightGenerationConfigs.organizationId, org.id))
 			.limit(1);
 
 		expect(config?.lastRunAt?.getTime()).toBe(now.getTime());
@@ -127,22 +121,18 @@ describeIntegration("insights scheduler integration", () => {
 		);
 	});
 
-	it("dispatches due website configs independently", async () => {
+	it("advances a due config when the organization has no websites", async () => {
 		const org = await insertOrganization();
 		organizationIds.add(org.id);
-		const website = await insertWebsite({
-			organizationId: org.id,
-			domain: "website-scope.example.com",
-		});
 		const now = new Date();
 
 		await db().insert(insightGenerationConfigs).values({
 			id: randomUUIDv7(),
 			organizationId: org.id,
-			websiteId: website.id,
 			enabled: true,
-			frequency: "hourly",
+			frequency: "weekly",
 			nextRunAt: new Date(now.getTime() - 1000),
+			timezone: "UT<C",
 		});
 
 		const result = await dispatchDueInsightRuns(now);
@@ -150,18 +140,186 @@ describeIntegration("insights scheduler integration", () => {
 		expect(result).toMatchObject({
 			scannedConfigs: 1,
 			claimedConfigs: 1,
-			dispatchedRuns: 1,
-			queuedItems: 1,
-			skippedConfigs: 0,
+			dispatchedRuns: 0,
+			queuedItems: 0,
+			skippedConfigs: 1,
 		});
 
 		const runs = await runsForOrg(org.id);
-		const items = await itemsForRun(runs[0].id);
 		const jobs = await queueJobsForOrg(org.id);
+		expect(runs).toHaveLength(1);
+		expect(runs[0]).toMatchObject({
+			status: "skipped",
+			timezone: "UTC",
+			totalItems: 0,
+		});
+		expect(jobs).toHaveLength(0);
+	});
+
+	it("rejects an explicitly empty manual website selection", async () => {
+		const org = await insertOrganization();
+		organizationIds.add(org.id);
+		await insertWebsite({
+			organizationId: org.id,
+			domain: "not-selected.example.com",
+		});
+
+		await expect(
+			queueInsightGenerationRun({
+				organizationId: org.id,
+				websiteIds: [],
+			})
+		).rejects.toThrow("Select at least one website");
+		const configs = await db()
+			.select({ id: insightGenerationConfigs.id })
+			.from(insightGenerationConfigs)
+			.where(eq(insightGenerationConfigs.organizationId, org.id));
+		expect(configs).toHaveLength(0);
+		expect(await runsForOrg(org.id)).toHaveLength(0);
+		expect(await queueJobsForOrg(org.id)).toHaveLength(0);
+	});
+
+	it("serializes config patches without reanchoring unchanged schedules", async () => {
+		const org = await insertOrganization();
+		organizationIds.add(org.id);
+
+		await Promise.all([
+			mutateConfig(org.id, (current) => ({ ...current, enabled: true })),
+			mutateConfig(org.id, (current) => ({
+				...current,
+				timezone: "Europe/Berlin",
+			})),
+		]);
+
+		const configs = await db()
+			.select()
+			.from(insightGenerationConfigs)
+			.where(eq(insightGenerationConfigs.organizationId, org.id));
+		expect(configs).toHaveLength(1);
+		expect(configs[0]).toMatchObject({
+			enabled: true,
+			timezone: "Europe/Berlin",
+		});
+		const originalNextRunAt = configs[0]?.nextRunAt;
+		expect(originalNextRunAt).toBeInstanceOf(Date);
 
-		expect(items.map((item) => item.websiteId)).toEqual([website.id]);
+		const qualityOnly = await mutateConfig(org.id, (current) => ({
+			...current,
+			modelTier: "deep",
+		}));
+		expect(qualityOnly.nextRunAt).toEqual(originalNextRunAt);
+
+		const deliveryOnly = await mutateConfig(org.id, (current) => ({
+			...current,
+			deliveries: [{ channelId: "C_TEST", type: "slack" }],
+		}));
+		expect(deliveryOnly.nextRunAt).toEqual(originalNextRunAt);
+
+		const rescheduled = await mutateConfig(org.id, (current) => ({
+			...current,
+			timezone: "America/New_York",
+		}));
+		expect(rescheduled.nextRunAt).not.toEqual(originalNextRunAt);
+
+		const disabled = await mutateConfig(org.id, (current) => ({
+			...current,
+			enabled: false,
+		}));
+		expect(disabled.nextRunAt).toBeNull();
+	});
+
+	it("does not overwrite a config changed after dispatch claim", async () => {
+		const org = await insertOrganization();
+		organizationIds.add(org.id);
+		const configId = randomUUIDv7();
+		const claimedNextRunAt = new Date("2026-01-22T09:00:00.000Z");
+		const changedNextRunAt = new Date("2026-01-23T09:00:00.000Z");
+		await db().insert(insightGenerationConfigs).values({
+			id: configId,
+			organizationId: org.id,
+			enabled: true,
+			nextRunAt: claimedNextRunAt,
+		});
+		await db()
+			.update(insightGenerationConfigs)
+			.set({ nextRunAt: changedNextRunAt })
+			.where(eq(insightGenerationConfigs.id, configId));
+
+		await retryConfigSoon(configId, claimedNextRunAt, new Date());
+
+		const [config] = await db()
+			.select()
+			.from(insightGenerationConfigs)
+			.where(eq(insightGenerationConfigs.id, configId));
+		expect(config?.nextRunAt).toEqual(changedNextRunAt);
+
+		await db()
+			.update(insightGenerationConfigs)
+			.set({ enabled: false, nextRunAt: claimedNextRunAt })
+			.where(eq(insightGenerationConfigs.id, configId));
+		await retryConfigSoon(configId, claimedNextRunAt, new Date());
+		const [disabled] = await db()
+			.select()
+			.from(insightGenerationConfigs)
+			.where(eq(insightGenerationConfigs.id, configId));
+		expect(disabled).toMatchObject({
+			enabled: false,
+			nextRunAt: claimedNextRunAt,
+		});
+	});
+
+	it("coalesces concurrent queue requests into one active organization run", async () => {
+		const org = await insertOrganization();
+		organizationIds.add(org.id);
+		const website = await insertWebsite({
+			organizationId: org.id,
+			domain: "concurrent.example.com",
+		});
+		await insertWebsite({
+			organizationId: org.id,
+			domain: "not-selected.example.com",
+		});
+		const results = await Promise.all(
+			Array.from({ length: 8 }, () =>
+				queueInsightGenerationRun({
+					organizationId: org.id,
+					timezone: " UTC ",
+					websiteIds: [website.id],
+				})
+			)
+		);
+
+		const runIds = results.map((result) => result.runId);
+		expect(new Set(runIds).size).toBe(1);
+		expect(results.filter((result) => result.reusedRun).length).toBe(7);
+		expect(results.every((result) => result.status === "queued")).toBe(true);
+
+		const runs = await runsForOrg(org.id);
+		expect(runs).toHaveLength(1);
+		expect(runs[0]).toMatchObject({
+			organizationId: org.id,
+			status: "queued",
+			totalItems: 1,
+		});
+
+		const items = await itemsForRun(runs[0].id);
+		const jobs = await queueJobsForOrg(org.id);
+		const configs = await db()
+			.select({ id: insightGenerationConfigs.id })
+			.from(insightGenerationConfigs)
+			.where(eq(insightGenerationConfigs.organizationId, org.id));
+		expect(configs).toHaveLength(0);
+		expect(items).toHaveLength(1);
+		expect(items[0]?.configSnapshot).toEqual({
+			modelTier: "balanced",
+			timezone: "UTC",
+		});
 		expect(jobs).toHaveLength(1);
-		expect(jobs[0]?.data.websiteId).toBe(website.id);
+		expect(jobs[0]?.data.config).toEqual({
+			modelTier: "balanced",
+			timezone: "UTC",
+		});
+		expect(jobs[0]?.data.runId).toBe(runs[0].id);
 	});
 
 	async function runsForOrg(organizationId: string) {
diff --git a/apps/insights/src/scheduler.ts b/apps/insights/src/scheduler.ts
index b3d19c799..c66fdfa35 100644
--- a/apps/insights/src/scheduler.ts
+++ b/apps/insights/src/scheduler.ts
@@ -1,16 +1,14 @@
-import { and, asc, db, eq, isNotNull, isNull, lte } from "@databuddy/db";
-import {
-	insightGenerationConfigs,
-	websites,
-	type InsightGenerationFrequency,
-} from "@databuddy/db/schema";
+import { and, asc, db, eq, lte } from "@databuddy/db";
+import { insightGenerationConfigs } from "@databuddy/db/schema";
 import { queueInsightGenerationRun } from "@databuddy/rpc/insight-generation";
-import { getNextInsightRunAt } from "@databuddy/rpc/insight-schedule";
+import {
+	getNextInsightRunAt,
+	normalizeInsightScheduleFrequency,
+} from "@databuddy/rpc/insight-schedule";
 import {
 	getInsightsQueue,
 	INSIGHTS_DISPATCH_JOB_NAME,
 	INSIGHTS_MAINTENANCE_JOB_NAME,
-	type InsightGenerationReason,
 } from "@databuddy/redis";
 import { captureInsightsError, emitInsightsEvent } from "./lib/evlog-insights";
 import { getInsightsMaintenanceIntervalMs } from "./recovery";
@@ -45,9 +43,8 @@ function dispatchIntervalMs(): number {
 function nextRunAtFor(config: DueConfig, from: Date): Date | null {
 	return getNextInsightRunAt(
 		{
-			cron: config.cron,
 			enabled: config.enabled,
-			frequency: config.frequency as InsightGenerationFrequency,
+			frequency: normalizeInsightScheduleFrequency(config.frequency),
 			timezone: config.timezone,
 		},
 		from
@@ -75,6 +72,7 @@ async function claimConfig(
 	const [claimed] = await db
 		.update(insightGenerationConfigs)
 		.set({
+			frequency: normalizeInsightScheduleFrequency(config.frequency),
 			nextRunAt: nextRunAtFor(config, now),
 			updatedAt: now,
 		})
@@ -100,74 +98,24 @@ async function markConfigDispatched(
 		.where(eq(insightGenerationConfigs.id, configId));
 }
 
-async function retryConfigSoon(configId: string, now: Date): Promise<void> {
+export async function retryConfigSoon(
+	configId: string,
+	claimedNextRunAt: Date,
+	now: Date
+): Promise<void> {
 	await db
 		.update(insightGenerationConfigs)
 		.set({
 			nextRunAt: new Date(now.getTime() + FAILED_DISPATCH_RETRY_MS),
 			updatedAt: now,
 		})
-		.where(eq(insightGenerationConfigs.id, configId));
-}
-
-async function websiteIdsWithOverrides(
-	organizationId: string
-): Promise<Set<string>> {
-	const rows = await db
-		.select({ websiteId: insightGenerationConfigs.websiteId })
-		.from(insightGenerationConfigs)
 		.where(
 			and(
-				eq(insightGenerationConfigs.organizationId, organizationId),
-				isNotNull(insightGenerationConfigs.websiteId)
+				eq(insightGenerationConfigs.id, configId),
+				eq(insightGenerationConfigs.enabled, true),
+				eq(insightGenerationConfigs.nextRunAt, claimedNextRunAt)
 			)
 		);
-
-	const ids = new Set<string>();
-	for (const row of rows) {
-		if (row.websiteId) {
-			ids.add(row.websiteId);
-		}
-	}
-	return ids;
-}
-
-async function orgScheduledWebsiteIds(
-	organizationId: string
-): Promise<string[]> {
-	const overrideIds = await websiteIdsWithOverrides(organizationId);
-	const rows = await db
-		.select({ id: websites.id })
-		.from(websites)
-		.where(
-			and(
-				eq(websites.organizationId, organizationId),
-				isNull(websites.deletedAt)
-			)
-		)
-		.orderBy(asc(websites.createdAt));
-
-	return rows
-		.map((row) => row.id)
-		.filter((websiteId) => !overrideIds.has(websiteId));
-}
-
-async function targetWebsiteIds(config: DueConfig): Promise<string[]> {
-	if (config.websiteId) {
-		const [website] = await db
-			.select({ id: websites.id })
-			.from(websites)
-			.where(
-				and(
-					eq(websites.id, config.websiteId),
-					eq(websites.organizationId, config.organizationId),
-					isNull(websites.deletedAt)
-				)
-			)
-			.limit(1);
-		return website ? [website.id] : [];
-	}
-	return await orgScheduledWebsiteIds(config.organizationId);
 }
 
 export async function ensureInsightsDispatchSchedule(): Promise<void> {
@@ -230,52 +178,48 @@ export async function dispatchDueInsightRuns(
 		result.claimedConfigs += 1;
 
 		try {
-			const websiteIds = await targetWebsiteIds(claimed);
-			if (websiteIds.length === 0) {
-				await markConfigDispatched(claimed.id, now);
-				result.skippedConfigs += 1;
-				emitInsightsEvent("warn", "scheduler.config_skipped_no_targets", {
-					config_id: claimed.id,
-					organization_id: claimed.organizationId,
-					website_id: claimed.websiteId,
-				});
-				continue;
-			}
-
 			const queued = await queueInsightGenerationRun({
 				organizationId: claimed.organizationId,
-				reason: "scheduled" satisfies InsightGenerationReason,
-				websiteIds,
+				reason: "scheduled",
 			});
 			if (queued.reusedRun) {
-				await retryConfigSoon(claimed.id, now);
+				if (claimed.nextRunAt) {
+					await retryConfigSoon(claimed.id, claimed.nextRunAt, now);
+				}
 				result.skippedConfigs += 1;
 				emitInsightsEvent("warn", "scheduler.config_skipped_active_run", {
 					config_id: claimed.id,
 					organization_id: claimed.organizationId,
-					website_id: claimed.websiteId,
 					run_id: queued.runId,
 				});
 				continue;
 			}
 			await markConfigDispatched(claimed.id, now);
+			if (queued.status !== "queued") {
+				result.skippedConfigs += 1;
+				emitInsightsEvent("warn", "scheduler.config_skipped", {
+					config_id: claimed.id,
+					organization_id: claimed.organizationId,
+					status: queued.status,
+				});
+				continue;
+			}
 			result.dispatchedRuns += 1;
 			result.queuedItems += queued.queuedItems;
 			emitInsightsEvent("info", "scheduler.config_dispatched", {
 				config_id: claimed.id,
 				organization_id: claimed.organizationId,
-				website_id: claimed.websiteId,
-				target_website_count: websiteIds.length,
 				queued_items: queued.queuedItems,
 				run_id: queued.runId,
 			});
 		} catch (error) {
-			await retryConfigSoon(claimed.id, now);
+			if (claimed.nextRunAt) {
+				await retryConfigSoon(claimed.id, claimed.nextRunAt, now);
+			}
 			result.skippedConfigs += 1;
 			captureInsightsError(error, "scheduler.config_dispatch_failed", {
 				config_id: claimed.id,
 				organization_id: claimed.organizationId,
-				website_id: claimed.websiteId,
 			});
 		}
 	}

From 957906f71a871fad2265e861c99b5f581597ad4c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:32:18 +0300
Subject: [PATCH 110/129] fix(ui): update dropdown-menu component

---
 packages/ui/src/components/dropdown-menu.tsx | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

diff --git a/packages/ui/src/components/dropdown-menu.tsx b/packages/ui/src/components/dropdown-menu.tsx
index 8f1b08e72..7f45cdfe9 100644
--- a/packages/ui/src/components/dropdown-menu.tsx
+++ b/packages/ui/src/components/dropdown-menu.tsx
@@ -26,14 +26,16 @@ function Content({
 	side = "bottom",
 	align = "end",
 	sideOffset = 4,
+	container,
 	...rest
 }: ComponentPropsWithoutRef<typeof BaseMenu.Popup> & {
 	side?: ComponentPropsWithoutRef<typeof BaseMenu.Positioner>["side"];
 	align?: ComponentPropsWithoutRef<typeof BaseMenu.Positioner>["align"];
 	sideOffset?: number;
+	container?: ComponentPropsWithoutRef<typeof BaseMenu.Portal>["container"];
 }) {
 	return (
-		<BaseMenu.Portal>
+		<BaseMenu.Portal container={container}>
 			<BaseMenu.Positioner
 				align={align}
 				className="z-50"

From f59ebafbfcb0dd5896831a082f7e2121c396f6e6 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:32:39 +0300
Subject: [PATCH 111/129] feat(dashboard): rebrand insights to Findings and
 refresh feed UI

---
 .../_components/smart-insights-section.tsx    |  38 +-
 .../(main)/home/hooks/use-smart-insights.ts   |   2 -
 apps/dashboard/app/(main)/home/page.tsx       |   2 -
 .../_components/cockpit-narrative.tsx         |  19 +-
 .../insights/_components/cockpit-signals.tsx  |  35 +-
 .../insights/_components/insight-card.tsx     |  23 +-
 .../_components/insight-detail-content.tsx    |  34 +-
 .../insight-generation-settings.tsx           | 605 ++++++------------
 .../_components/insights-page-content.tsx     |  33 +-
 .../insights/hooks/use-insights-feed.ts       |  93 +--
 .../hooks/use-insights-local-state.ts         |   8 +-
 apps/dashboard/app/(main)/insights/layout.tsx |   5 +-
 .../app/(main)/insights/lib/insight-meta.ts   |  19 +-
 .../ai-elements/thinking-phrases.ts           |   2 +-
 .../components/layout/mobile-sidebar.tsx      |  10 +-
 .../layout/navigation/navigation-config.tsx   |   2 +-
 .../layout/organization-selector.tsx          |  23 +-
 apps/dashboard/lib/feature-gates.ts           |   4 +-
 apps/dashboard/lib/insight-api.ts             | 138 +---
 apps/dashboard/lib/insight-signal-key.test.ts |  54 ++
 apps/dashboard/lib/insight-signal-key.ts      |  65 +-
 apps/dashboard/lib/insight-types.ts           | 182 +-----
 22 files changed, 411 insertions(+), 985 deletions(-)
 create mode 100644 apps/dashboard/lib/insight-signal-key.test.ts

diff --git a/apps/dashboard/app/(main)/home/_components/smart-insights-section.tsx b/apps/dashboard/app/(main)/home/_components/smart-insights-section.tsx
index c9c7d02c9..2c360d171 100644
--- a/apps/dashboard/app/(main)/home/_components/smart-insights-section.tsx
+++ b/apps/dashboard/app/(main)/home/_components/smart-insights-section.tsx
@@ -7,7 +7,6 @@ import type { Insight } from "@/lib/insight-types";
 import { cn } from "@/lib/utils";
 import {
 	ArrowClockwiseIcon,
-	CheckCircleIcon,
 	LightbulbIcon,
 	WarningCircleIcon,
 } from "@databuddy/ui/icons";
@@ -43,7 +42,7 @@ function InsightSkeleton({ wide }: { wide?: boolean }) {
 	);
 }
 
-function AnalyzingState() {
+function InsightsLoadingState() {
 	return (
 		<div className="divide-y">
 			<div className="flex items-center gap-3 px-5 py-4">
@@ -55,10 +54,10 @@ function AnalyzingState() {
 				</div>
 				<div className="min-w-0 flex-1">
 					<p className="font-medium text-foreground text-sm">
-						Analyzing your websites…
+						Loading stored findings…
 					</p>
 					<p className="text-muted-foreground text-xs">
-						Databunny is checking traffic, errors, and performance
+						Fetching findings from the last completed analysis
 					</p>
 				</div>
 			</div>
@@ -71,15 +70,15 @@ function AnalyzingState() {
 function InsightsEmptyState() {
 	return (
 		<div className="flex items-center gap-3 px-5 py-4">
-			<div className="flex size-10 shrink-0 items-center justify-center rounded-full bg-emerald-500/10">
-				<CheckCircleIcon className="size-5 text-emerald-500" weight="fill" />
+			<div className="flex size-10 shrink-0 items-center justify-center rounded-full bg-primary/10">
+				<LightbulbIcon className="size-5 text-primary" weight="duotone" />
 			</div>
 			<div className="min-w-0 flex-1">
 				<p className="font-medium text-foreground text-sm">
-					All systems healthy
+					No priority findings
 				</p>
 				<p className="text-muted-foreground text-xs">
-					No actionable insights detected across your websites
+					No stored priority findings from the last completed analysis
 				</p>
 			</div>
 		</div>
@@ -94,10 +93,10 @@ function InsightsErrorState({ onRetryAction }: { onRetryAction?: () => void }) {
 			</div>
 			<div className="min-w-0 flex-1">
 				<p className="font-medium text-foreground text-sm">
-					Couldn't load insights
+					Couldn't load findings
 				</p>
 				<p className="text-muted-foreground text-xs">
-					AI analysis timed out or failed
+					Stored findings couldn't be loaded
 				</p>
 			</div>
 			{onRetryAction && (
@@ -118,7 +117,6 @@ interface InsightsSectionProps {
 	insights: Insight[];
 	isError?: boolean;
 	isFetching?: boolean;
-	isFetchingFresh?: boolean;
 	isLoading?: boolean;
 	onRefreshAction?: () => void;
 	variant?: "compact" | "full";
@@ -128,7 +126,6 @@ export function SmartInsightsSection({
 	insights,
 	isLoading,
 	isFetching,
-	isFetchingFresh,
 	isError,
 	onRefreshAction,
 	variant = "compact",
@@ -139,10 +136,10 @@ export function SmartInsightsSection({
 				<Card.Header className="flex-row items-center justify-between gap-3">
 					<div className="flex items-center gap-2">
 						<LightbulbIcon className="size-4 text-primary" weight="duotone" />
-						<Card.Title className="text-sm">Actionable Insights</Card.Title>
+						<Card.Title className="text-sm">Findings</Card.Title>
 					</div>
 				</Card.Header>
-				<AnalyzingState />
+				<InsightsLoadingState />
 			</Card>
 		);
 	}
@@ -153,7 +150,7 @@ export function SmartInsightsSection({
 				<Card.Header className="flex-row items-center justify-between gap-3">
 					<div className="flex items-center gap-2">
 						<LightbulbIcon className="size-4 text-primary" weight="duotone" />
-						<Card.Title className="text-sm">Actionable Insights</Card.Title>
+						<Card.Title className="text-sm">Findings</Card.Title>
 					</div>
 				</Card.Header>
 				<InsightsErrorState onRetryAction={onRefreshAction} />
@@ -173,18 +170,13 @@ export function SmartInsightsSection({
 							className="size-4 shrink-0 text-primary"
 							weight="duotone"
 						/>
-						<Card.Title className="text-sm">Actionable Insights</Card.Title>
+						<Card.Title className="text-sm">Findings</Card.Title>
 					</div>
-					{isFetchingFresh && (
-						<p className="mt-1 text-muted-foreground text-xs">
-							Updating with latest analysis…
-						</p>
-					)}
 				</div>
 				<div className="flex shrink-0 items-center gap-2">
 					{showInsights && (
 						<span className="text-muted-foreground text-xs">
-							{insights.length} {insights.length === 1 ? "insight" : "insights"}
+							{insights.length} {insights.length === 1 ? "finding" : "findings"}
 						</span>
 					)}
 					<Link
@@ -195,7 +187,7 @@ export function SmartInsightsSection({
 					</Link>
 					{onRefreshAction && (
 						<Button
-							aria-label="Refresh insights"
+							aria-label="Refresh findings"
 							className="size-6 text-muted-foreground"
 							disabled={isFetching}
 							onClick={onRefreshAction}
diff --git a/apps/dashboard/app/(main)/home/hooks/use-smart-insights.ts b/apps/dashboard/app/(main)/home/hooks/use-smart-insights.ts
index 7d1a898c2..03f56c4c8 100644
--- a/apps/dashboard/app/(main)/home/hooks/use-smart-insights.ts
+++ b/apps/dashboard/app/(main)/home/hooks/use-smart-insights.ts
@@ -13,11 +13,9 @@ export function useSmartInsights() {
 	);
 	return {
 		insights,
-		source: feed.source,
 		isLoading: feed.isLoading,
 		isRefreshing: feed.isRefreshing,
 		isFetching: feed.isFetching,
-		isFetchingFresh: feed.isFetchingFresh,
 		isError: feed.isError,
 		refetch: feed.refetch,
 	};
diff --git a/apps/dashboard/app/(main)/home/page.tsx b/apps/dashboard/app/(main)/home/page.tsx
index b7f5d6a49..6f7b52674 100644
--- a/apps/dashboard/app/(main)/home/page.tsx
+++ b/apps/dashboard/app/(main)/home/page.tsx
@@ -79,7 +79,6 @@ export default function HomePage() {
 		isLoading: isInsightsLoading,
 		isRefreshing: isInsightsRefreshing,
 		isFetching: isInsightsFetching,
-		isFetchingFresh: isInsightsFetchingFresh,
 		isError: isInsightsError,
 		refetch: refetchInsights,
 	} = useSmartInsights();
@@ -158,7 +157,6 @@ export default function HomePage() {
 						insights={insights}
 						isError={isInsightsError}
 						isFetching={isInsightsFetching}
-						isFetchingFresh={isInsightsFetchingFresh}
 						isLoading={isInsightsLoading}
 						onRefreshAction={refetchInsights}
 					/>
diff --git a/apps/dashboard/app/(main)/insights/_components/cockpit-narrative.tsx b/apps/dashboard/app/(main)/insights/_components/cockpit-narrative.tsx
index 91aec5e2e..a71a3dff1 100644
--- a/apps/dashboard/app/(main)/insights/_components/cockpit-narrative.tsx
+++ b/apps/dashboard/app/(main)/insights/_components/cockpit-narrative.tsx
@@ -5,6 +5,7 @@ import { Streamdown } from "streamdown";
 import { cn } from "@/lib/utils";
 import { useOrgNarrative } from "../hooks/use-org-narrative";
 import { insightsRangeAtom } from "../lib/time-range";
+import { TimeRangeSelector } from "./time-range-selector";
 import { ArrowClockwiseIcon, LightbulbIcon } from "@databuddy/ui/icons";
 import { Badge, Button, Card, Skeleton, dayjs } from "@databuddy/ui";
 
@@ -26,17 +27,17 @@ export function CockpitNarrative() {
 						<Card.Title className="text-sm">Brief</Card.Title>
 					</div>
 					<Card.Description>
-						Organization-wide signals · {rangeLabel(range)}
+						Across your organization · {rangeLabel(range)}
 					</Card.Description>
 				</div>
-				{!(isLoading || isError) &&
-					data &&
-					data.success &&
-					data.generatedAt && (
+				<div className="flex shrink-0 items-center gap-2">
+					<TimeRangeSelector />
+					{!(isLoading || isError) && data?.generatedAt && (
 						<Badge className="tabular-nums" variant="muted">
 							Updated {dayjs(data.generatedAt).fromNow(true)} ago
 						</Badge>
 					)}
+				</div>
 			</Card.Header>
 
 			<Card.Content className="min-h-[72px]">
@@ -67,17 +68,11 @@ export function CockpitNarrative() {
 					</div>
 				)}
 
-				{!(isLoading || isError) && data && data.success && (
+				{!(isLoading || isError) && data && (
 					<Streamdown className="max-w-4xl text-[14px] text-foreground leading-relaxed [&>*:first-child]:mt-0 [&>*:last-child]:mb-0">
 						{data.narrative}
 					</Streamdown>
 				)}
-
-				{!(isLoading || isError) && data && !data.success && (
-					<p className="text-muted-foreground text-sm">
-						Couldn't generate summary
-					</p>
-				)}
 			</Card.Content>
 		</Card>
 	);
diff --git a/apps/dashboard/app/(main)/insights/_components/cockpit-signals.tsx b/apps/dashboard/app/(main)/insights/_components/cockpit-signals.tsx
index 0804daa0b..b245759bd 100644
--- a/apps/dashboard/app/(main)/insights/_components/cockpit-signals.tsx
+++ b/apps/dashboard/app/(main)/insights/_components/cockpit-signals.tsx
@@ -18,7 +18,6 @@ import {
 	ArrowClockwiseIcon,
 	ArrowsDownUpIcon,
 	CaretDownIcon,
-	CheckCircleIcon,
 	FunnelIcon,
 	LightbulbIcon,
 	WarningCircleIcon,
@@ -205,7 +204,7 @@ export function CockpitSignals(): ReactElement {
 	const visibleCount = filteredInsights.length;
 
 	return (
-		<Card aria-label="Insight queue">
+		<Card aria-label="Findings">
 			<Card.Header className="flex-row items-center justify-between gap-3">
 				<div className="flex items-center gap-2">
 					<LightbulbIcon
@@ -213,16 +212,16 @@ export function CockpitSignals(): ReactElement {
 						className="size-4 text-primary"
 						weight="duotone"
 					/>
-					<Card.Title className="text-sm">Insight queue</Card.Title>
+					<Card.Title className="text-sm">Findings</Card.Title>
 				</div>
 				{insights.length > 0 && (
 					<span className="text-muted-foreground text-xs tabular-nums">
 						{visibleCount} of {insights.length}{" "}
-						{insights.length === 1 ? "signal" : "signals"}
+						{insights.length === 1 ? "finding" : "findings"}
 						{counts.resolved > 0 && (
 							<span className="text-emerald-600">
 								{" "}
-								&middot; {counts.resolved} resolved
+								&middot; {counts.resolved} closed
 							</span>
 						)}
 					</span>
@@ -345,16 +344,16 @@ export function CockpitSignals(): ReactElement {
 
 			{isLoading && (
 				<InsightsFetchStatusRow
-					description="Comparing organization-wide traffic, errors, referrers, and product events"
-					title="Loading insights…"
+					description="Loading stored findings across your organization"
+					title="Loading findings…"
 					variant="initial"
 				/>
 			)}
 
 			{!(isLoading || isError) && isRefreshing && (
 				<InsightsFetchStatusRow
-					description="Refreshing organization-wide analysis"
-					title="Updating insights…"
+					description="Refreshing stored findings across your organization"
+					title="Refreshing findings…"
 					variant="refresh"
 				/>
 			)}
@@ -363,7 +362,7 @@ export function CockpitSignals(): ReactElement {
 
 			{!(isLoading || isError) && (
 				<>
-					{insights.length === 0 && !isRefreshing && <AllHealthyState />}
+					{insights.length === 0 && !isRefreshing && <NoFindingsState />}
 
 					{filteredInsights.length > 0 &&
 						filteredInsights.map((insight) => (
@@ -479,9 +478,9 @@ function ErrorState({ onRetryAction }: { onRetryAction: () => void }) {
 				<WarningCircleIcon className="size-5 text-red-500" weight="duotone" />
 			</div>
 			<div className="space-y-1">
-				<p className="font-medium text-foreground">Couldn't load insights</p>
+				<p className="font-medium text-foreground">Couldn't load findings</p>
 				<p className="text-muted-foreground text-sm">
-					AI analysis timed out or failed. Try again.
+					Stored findings couldn't be loaded. Try again.
 				</p>
 			</div>
 			<Button onClick={onRetryAction} size="sm" variant="secondary">
@@ -492,16 +491,16 @@ function ErrorState({ onRetryAction }: { onRetryAction: () => void }) {
 	);
 }
 
-function AllHealthyState() {
+function NoFindingsState() {
 	return (
 		<div className="flex flex-col items-center justify-center gap-4 py-16 text-center">
-			<div className="flex size-10 shrink-0 items-center justify-center rounded-full bg-emerald-500/10">
-				<CheckCircleIcon className="size-5 text-emerald-500" weight="fill" />
+			<div className="flex size-10 shrink-0 items-center justify-center rounded-full bg-primary/10">
+				<LightbulbIcon className="size-5 text-primary" weight="duotone" />
 			</div>
 			<div className="space-y-1">
-				<p className="font-medium text-foreground">No priority insights</p>
+				<p className="font-medium text-foreground">No priority findings</p>
 				<p className="text-pretty text-muted-foreground text-sm">
-					No actionable signals detected for the selected window
+					No stored priority findings from the last completed analysis
 				</p>
 			</div>
 		</div>
@@ -521,7 +520,7 @@ function NoMatchState({
 				<FunnelIcon className="size-5 text-muted-foreground" weight="duotone" />
 			</div>
 			<div className="space-y-1">
-				<p className="font-medium text-foreground">No matching insights</p>
+				<p className="font-medium text-foreground">No matching findings</p>
 				<p className="text-muted-foreground text-sm">
 					Try adjusting your filters
 				</p>
diff --git a/apps/dashboard/app/(main)/insights/_components/insight-card.tsx b/apps/dashboard/app/(main)/insights/_components/insight-card.tsx
index ab9299e86..3f074771e 100644
--- a/apps/dashboard/app/(main)/insights/_components/insight-card.tsx
+++ b/apps/dashboard/app/(main)/insights/_components/insight-card.tsx
@@ -357,15 +357,6 @@ function InsightCardHeader({
 						</span>
 						<InsightStatusPill insight={insight} />
 						<InsightChange insight={insight} />
-						{insight.chainId && (
-							<>
-								<span className="text-muted-foreground/30">&middot;</span>
-								<span className="inline-flex items-center gap-1 text-violet-500">
-									<LinkIcon className="size-3" weight="duotone" />
-									Cross-site
-								</span>
-							</>
-						)}
 					</span>
 					{!expanded && (
 						<span className="mt-1 line-clamp-2 block text-muted-foreground text-xs leading-relaxed">
@@ -387,18 +378,18 @@ function InsightCardHeader({
 					onDismissAction &&
 					(isDismissed ? (
 						<Button
-							aria-label="Restore insight"
+							aria-label="Restore finding"
 							className="size-6 text-muted-foreground transition-all hover:bg-accent hover:text-foreground"
 							onClick={onDismissAction}
 							size="icon"
-							title="Restore this insight to the queue"
+							title="Restore this finding"
 							variant="ghost"
 						>
 							<ArrowCounterClockwiseIcon className="size-3.5" weight="bold" />
 						</Button>
 					) : (
 						<Button
-							aria-label="Dismiss insight"
+							aria-label="Dismiss finding"
 							className="size-6 text-muted-foreground opacity-0 transition-all hover:bg-accent hover:text-foreground group-focus-within:opacity-100 group-hover:opacity-100"
 							onClick={onDismissAction}
 							size="icon"
@@ -487,7 +478,7 @@ function InsightActionPill({
 				toast.success(
 					action.type === "code_fix"
 						? "Copied to clipboard -- paste in Cursor or Claude Code"
-						: "Copied investigation prompt"
+						: "Copied analysis prompt"
 				);
 			} catch {
 				toast.error("Could not copy to clipboard");
@@ -701,7 +692,7 @@ function InsightCardActions({
 	const actions = (
 		<>
 			<Link
-				aria-label="Open AI agent with this insight as context"
+				aria-label="Open AI agent with this finding as context"
 				className="inline-flex items-center gap-1.5 rounded-md bg-primary px-3 py-1.5 font-medium text-primary-foreground text-xs transition-opacity hover:opacity-90"
 				href={links.agentHref}
 			>
@@ -777,7 +768,7 @@ function InsightOverflowMenu({
 					onClick={() => router.push(`/insights/${insight.id}`)}
 				>
 					<ArrowSquareOutIcon className="size-4" weight="duotone" />
-					Open insight
+					Open finding
 				</DropdownMenu.Item>
 				<DropdownMenu.Item
 					onClick={() => {
@@ -884,7 +875,7 @@ export function InsightCard({
 	});
 
 	const { copyToClipboard: copyLink } = useCopyToClipboard({
-		onCopy: () => toast.success("Copied link to this insight"),
+		onCopy: () => toast.success("Copied link to this finding"),
 	});
 
 	return (
diff --git a/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx b/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx
index db56f7539..ba2d6a7a0 100644
--- a/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx
+++ b/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx
@@ -3,12 +3,11 @@
 import { useQuery } from "@tanstack/react-query";
 import Link from "next/link";
 import { useParams, useRouter } from "next/navigation";
-import { useMemo, useState } from "react";
+import { useState } from "react";
 import { useInsightsLocalState } from "@/app/(main)/insights/hooks/use-insights-local-state";
 import { TopBar } from "@/components/layout/top-bar";
 import { useOrganizationsContext } from "@/components/providers/organizations-provider";
 import { insightQueries, type RelatedInsightRow } from "@/lib/insight-api";
-import { mapHistoryRowToInsight } from "@/lib/insight-types";
 import { cn } from "@/lib/utils";
 import { ArrowLeftIcon, LightbulbIcon } from "@databuddy/ui/icons";
 import { Card, EmptyState, Skeleton } from "@databuddy/ui";
@@ -41,12 +40,9 @@ export function InsightDetailContent() {
 	);
 	const relatedQuery = useQuery(insightQueries.related(insightId || undefined));
 
-	const insight = useMemo(
-		() => (data?.insight ? mapHistoryRowToInsight(data.insight) : null),
-		[data?.insight]
-	);
+	const insight = data?.insight ?? null;
 
-	const insightIds = useMemo(() => (insight ? [insight.id] : []), [insight]);
+	const insightIds = insight ? [insight.id] : [];
 	const { feedbackById, setFeedbackAction } = useInsightsLocalState(
 		orgId,
 		insightIds
@@ -57,7 +53,7 @@ export function InsightDetailContent() {
 	return (
 		<div className="flex h-full flex-col overflow-y-auto">
 			<TopBar.Title>
-				<h1 className="font-semibold text-sm">Insight</h1>
+				<h1 className="font-semibold text-sm">Finding</h1>
 			</TopBar.Title>
 
 			<div className="mx-auto w-full max-w-4xl space-y-4 p-4 sm:p-5">
@@ -66,11 +62,11 @@ export function InsightDetailContent() {
 					href="/insights"
 				>
 					<ArrowLeftIcon className="size-3.5 shrink-0" />
-					All insights
+					All findings
 				</Link>
 
 				{isLoading && (
-					<Card aria-label="Insight">
+					<Card aria-label="Finding">
 						<div className="space-y-3 p-5">
 							<Skeleton className="h-5 w-2/3 rounded" />
 							<Skeleton className="h-4 w-full rounded" />
@@ -84,7 +80,7 @@ export function InsightDetailContent() {
 						<p className="font-medium text-muted-foreground text-xs">
 							{insight.websiteName ?? insight.websiteDomain}
 						</p>
-						<Card aria-label="Insight">
+						<Card aria-label="Finding">
 							<InsightCard
 								expanded={expanded}
 								feedbackVote={feedbackById[insight.id] ?? null}
@@ -103,16 +99,16 @@ export function InsightDetailContent() {
 				{!(isLoading || insight) && (
 					<EmptyState
 						action={{
-							label: "All insights",
+							label: "All findings",
 							onClick: () => router.push("/insights"),
 						}}
 						description={
 							isError
-								? "This insight is unavailable, or it belongs to a workspace you can't access."
-								: "This insight no longer exists. It may have been cleared, or resolved and aged out of history."
+								? "This finding is unavailable, or it belongs to a workspace you can't access."
+								: "This finding no longer exists. It may have been cleared or aged out of history."
 						}
 						icon={<LightbulbIcon weight="duotone" />}
-						title="Insight not available"
+						title="Finding not available"
 						variant="minimal"
 					/>
 				)}
@@ -130,9 +126,9 @@ function RelatedInsights({
 }) {
 	if (isLoading) {
 		return (
-			<Card aria-label="Related insights">
+			<Card aria-label="Related findings">
 				<Card.Header>
-					<Card.Title className="text-sm">Related insights</Card.Title>
+					<Card.Title className="text-sm">Related findings</Card.Title>
 				</Card.Header>
 				<div className="space-y-2 p-4">
 					{[1, 2, 3].map((i) => (
@@ -148,9 +144,9 @@ function RelatedInsights({
 	}
 
 	return (
-		<Card aria-label="Related insights">
+		<Card aria-label="Related findings">
 			<Card.Header>
-				<Card.Title className="text-sm">Related insights</Card.Title>
+				<Card.Title className="text-sm">Related findings</Card.Title>
 			</Card.Header>
 			<div className="divide-y">
 				{rows.map((row) => {
diff --git a/apps/dashboard/app/(main)/insights/_components/insight-generation-settings.tsx b/apps/dashboard/app/(main)/insights/_components/insight-generation-settings.tsx
index 0350e6ecc..5ce352147 100644
--- a/apps/dashboard/app/(main)/insights/_components/insight-generation-settings.tsx
+++ b/apps/dashboard/app/(main)/insights/_components/insight-generation-settings.tsx
@@ -1,104 +1,70 @@
 "use client";
 
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
-import { useEffect, useMemo, useState } from "react";
+import { useCallback, useEffect, useState } from "react";
 import { toast } from "sonner";
 import { insightQueries } from "@/lib/insight-api";
 import { orpc } from "@/lib/orpc";
+import { Button, Field, Skeleton, guessTimezone } from "@databuddy/ui";
 import {
 	CaretUpDownIcon,
 	FloppyDiskIcon,
 	GearIcon,
 	MediaPlayIcon,
 } from "@databuddy/ui/icons";
-import { Button, Field, Input, Skeleton, guessTimezone } from "@databuddy/ui";
-import {
-	Accordion,
-	Popover,
-	SearchList,
-	Sheet,
-	Switch,
-} from "@databuddy/ui/client";
-
-type Depth = "light" | "standard" | "deep";
-type Frequency = "hourly" | "daily" | "weekly" | "custom";
-type ModelTier = "fast" | "balanced" | "deep";
-type ToolName =
-	| "web_metrics"
-	| "product_metrics"
-	| "ops_context"
-	| "business_context";
+import { Popover, SearchList, Sheet } from "@databuddy/ui/client";
 
-interface WebsiteOption {
-	domain: string;
-	id: string;
-	name: string | null;
-}
+type Quality = "fast" | "balanced" | "deep";
+type Schedule = "off" | "daily" | "weekly";
 
 interface ConfigFormState {
-	allowedTools: ToolName[];
-	cooldownHours: string;
-	cron: string;
-	depth: Depth;
-	enabled: boolean;
-	frequency: Frequency;
-	lookbackDays: string;
-	maxInsightsPerWebsite: string;
-	maxSteps: string;
-	maxToolCalls: string;
-	modelTier: ModelTier;
+	quality: Quality;
+	schedule: Schedule;
 	timezone: string;
 }
 
 interface InsightGenerationSettingsProps {
 	organizationId?: string;
-	websites: WebsiteOption[];
 }
 
 const DEFAULT_FORM: ConfigFormState = {
-	allowedTools: ["web_metrics", "product_metrics", "ops_context"],
-	cooldownHours: "6",
-	cron: "",
-	depth: "standard",
-	enabled: true,
-	frequency: "weekly",
-	lookbackDays: "7",
-	maxInsightsPerWebsite: "3",
-	maxSteps: "24",
-	maxToolCalls: "16",
-	modelTier: "balanced",
+	quality: "balanced",
+	schedule: "weekly",
 	timezone: "UTC",
 };
 
-const FREQUENCY_OPTIONS: { label: string; value: Frequency }[] = [
-	{ label: "Hourly", value: "hourly" },
+const SCHEDULE_OPTIONS: { label: string; value: Schedule }[] = [
+	{ label: "Off", value: "off" },
 	{ label: "Daily", value: "daily" },
 	{ label: "Weekly", value: "weekly" },
-	{ label: "Custom", value: "custom" },
 ];
 
-const QUALITY_PRESETS: { depth: Depth; label: string; modelTier: ModelTier }[] =
-	[
-		{ depth: "light", label: "Fast", modelTier: "fast" },
-		{ depth: "standard", label: "Balanced", modelTier: "balanced" },
-		{ depth: "deep", label: "Thorough", modelTier: "deep" },
-	];
-
-const TOOL_OPTIONS: { label: string; value: ToolName }[] = [
-	{ label: "Web metrics", value: "web_metrics" },
-	{ label: "Product metrics", value: "product_metrics" },
-	{ label: "Ops context", value: "ops_context" },
-	{ label: "Business context", value: "business_context" },
+const QUALITY_OPTIONS: { label: string; value: Quality }[] = [
+	{ label: "Fast", value: "fast" },
+	{ label: "Balanced", value: "balanced" },
+	{ label: "Thorough", value: "deep" },
 ];
 
+const TIMEZONES: string[] = Intl.supportedValuesOf("timeZone");
+
 export function InsightGenerationSettings({
 	organizationId,
-	websites,
 }: InsightGenerationSettingsProps) {
 	const queryClient = useQueryClient();
 	const [open, setOpen] = useState(false);
-	const [form, setForm] = useState<ConfigFormState>(DEFAULT_FORM);
-
+	const [form, setForm] = useState(DEFAULT_FORM);
+	const [runId, setRunId] = useState<string>();
+	const refreshConfig = useCallback(
+		() =>
+			queryClient.invalidateQueries({
+				queryKey: orpc.insightGeneration.key(),
+			}),
+		[queryClient]
+	);
+	const refreshFindings = useCallback(
+		() => queryClient.invalidateQueries({ queryKey: insightQueries.all() }),
+		[queryClient]
+	);
 	const configQuery = useQuery({
 		...orpc.insightGeneration.getConfig.queryOptions({
 			input: { organizationId },
@@ -111,86 +77,96 @@ export function InsightGenerationSettings({
 		if (!config) {
 			return;
 		}
+		let schedule: Schedule = "off";
+		if (config.enabled) {
+			schedule = config.frequency === "daily" ? "daily" : "weekly";
+		}
 		setForm({
-			allowedTools: normalizeTools(config.allowedTools as ToolName[]),
-			cooldownHours: String(config.cooldownHours),
-			cron: config.cron ?? "",
-			depth: config.depth as Depth,
-			enabled: config.enabled,
-			frequency: normalizeFrequency(config.frequency),
-			lookbackDays: String(config.lookbackDays),
-			maxInsightsPerWebsite: String(config.maxInsightsPerWebsite),
-			maxSteps: String(config.maxSteps),
-			maxToolCalls: String(config.maxToolCalls),
-			modelTier: config.modelTier as ModelTier,
+			quality: config.modelTier,
+			schedule,
 			timezone: config.timezone || guessTimezone(),
 		});
 	}, [configQuery.data]);
 
+	const runQuery = useQuery({
+		...orpc.insightGeneration.getRun.queryOptions({
+			input: { runId: runId ?? "" },
+		}),
+		enabled: Boolean(runId),
+		refetchInterval: (query) => {
+			if (query.state.error) {
+				return false;
+			}
+			const status = query.state.data?.run.status;
+			return !status || status === "queued" || status === "running"
+				? 2000
+				: false;
+		},
+	});
+
+	useEffect(() => {
+		if (runId && runQuery.isError) {
+			setRunId(undefined);
+			return;
+		}
+		const status = runQuery.data?.run.status;
+		if (!(runId && status) || status === "queued" || status === "running") {
+			return;
+		}
+		setRunId(undefined);
+		Promise.all([refreshConfig(), refreshFindings()]).catch(() => {
+			toast.error("Analysis finished, but findings could not be refreshed");
+		});
+	}, [
+		refreshConfig,
+		refreshFindings,
+		runId,
+		runQuery.data?.run.status,
+		runQuery.isError,
+	]);
+
 	const saveMutation = useMutation({
 		...orpc.insightGeneration.upsertConfig.mutationOptions(),
 		onSuccess: async () => {
 			toast.success("Settings saved");
-			await invalidateInsightGenerationQueries(queryClient, organizationId);
+			await refreshConfig();
 			setOpen(false);
 		},
-		onError: (error) => {
-			toast.error(
-				error instanceof Error ? error.message : "Could not save settings"
-			);
-		},
+		onError: (error) =>
+			toast.error(error instanceof Error ? error.message : "Could not save"),
 	});
 
 	const triggerMutation = useMutation({
 		...orpc.insightGeneration.triggerRun.mutationOptions(),
 		onSuccess: async (data) => {
-			if (data.status === "queued") {
+			if (data.reusedRun) {
+				toast.info("Analysis is already running");
+			} else if (data.status === "queued") {
 				toast.success(
-					`Queued ${data.queuedItems} insight job${data.queuedItems === 1 ? "" : "s"}`
+					`Queued ${data.queuedItems} website${data.queuedItems === 1 ? "" : "s"}`
 				);
 			} else if (data.status === "disabled") {
-				toast.info("Insight generation is disabled");
+				toast.info("Scheduled analysis is disabled");
 			} else {
-				toast.success("No websites available to run");
+				toast.info("No websites available");
 			}
-			await invalidateInsightGenerationQueries(queryClient, organizationId);
+			if (data.runId && data.status === "queued") {
+				setRunId(data.runId);
+			} else {
+				await refreshFindings();
+			}
+			await refreshConfig();
 			setOpen(false);
 		},
-		onError: (error) => {
-			toast.error(
-				error instanceof Error ? error.message : "Could not start run"
-			);
-		},
+		onError: (error) =>
+			toast.error(error instanceof Error ? error.message : "Could not start"),
 	});
 
 	const isBusy =
 		configQuery.isLoading ||
 		saveMutation.isPending ||
-		triggerMutation.isPending;
-
-	const activeQuality = useMemo(
-		() =>
-			QUALITY_PRESETS.find(
-				(p) => p.depth === form.depth && p.modelTier === form.modelTier
-			) ?? QUALITY_PRESETS[1],
-		[form.depth, form.modelTier]
-	);
-
-	const handleSave = () => {
-		saveMutation.mutate({
-			...formToPatch(form),
-			organizationId,
-		});
-	};
-
-	const handleRun = () => {
-		triggerMutation.mutate({
-			...formToPatch(form),
-			force: true,
-			organizationId,
-			websiteIds: websites.map((w) => w.id),
-		});
-	};
+		triggerMutation.isPending ||
+		Boolean(runId);
 
 	return (
 		<Sheet onOpenChange={setOpen} open={open}>
@@ -198,14 +174,15 @@ export function InsightGenerationSettings({
 				render={
 					<Button size="sm" type="button" variant="secondary">
 						<GearIcon className="size-4" weight="duotone" />
+						Analysis
 					</Button>
 				}
 			/>
 			<Sheet.Content side="right">
 				<Sheet.Header>
-					<Sheet.Title>Insight generation</Sheet.Title>
+					<Sheet.Title>Analysis</Sheet.Title>
 					<Sheet.Description>
-						Configure how and when insights are generated.
+						Schedule automatic analysis or run it now.
 					</Sheet.Description>
 				</Sheet.Header>
 
@@ -218,225 +195,36 @@ export function InsightGenerationSettings({
 						</div>
 					) : (
 						<>
-							<div className="flex items-center justify-between gap-3">
-								<div>
-									<p className="font-medium text-sm">Enabled</p>
-									<p className="text-muted-foreground text-xs">
-										Automatically generate insights on schedule
-									</p>
-								</div>
-								<Switch
-									checked={form.enabled}
+							<OptionButtons
+								disabled={isBusy}
+								label="Schedule"
+								onChange={(schedule) =>
+									setForm((current) => ({ ...current, schedule }))
+								}
+								options={SCHEDULE_OPTIONS}
+								value={form.schedule}
+							/>
+
+							<OptionButtons
+								disabled={isBusy}
+								label="Quality"
+								onChange={(quality) =>
+									setForm((current) => ({ ...current, quality }))
+								}
+								options={QUALITY_OPTIONS}
+								value={form.quality}
+							/>
+
+							<Field>
+								<Field.Label>Timezone</Field.Label>
+								<TimezonePicker
 									disabled={isBusy}
-									onCheckedChange={(value) =>
-										setForm((c) => ({ ...c, enabled: Boolean(value) }))
+									onChange={(timezone) =>
+										setForm((current) => ({ ...current, timezone }))
 									}
+									value={form.timezone}
 								/>
-							</div>
-
-							<div className="space-y-2">
-								<p className="font-medium text-sm">Frequency</p>
-								<div className="flex gap-1.5">
-									{FREQUENCY_OPTIONS.map((opt) => (
-										<Button
-											className="flex-1 justify-center"
-											disabled={isBusy}
-											key={opt.value}
-											onClick={() =>
-												setForm((c) => ({ ...c, frequency: opt.value }))
-											}
-											size="sm"
-											type="button"
-											variant={
-												form.frequency === opt.value ? "primary" : "secondary"
-											}
-										>
-											{opt.label}
-										</Button>
-									))}
-								</div>
-							</div>
-
-							<div className="space-y-2">
-								<p className="font-medium text-sm">Quality</p>
-								<div className="flex gap-1.5">
-									{QUALITY_PRESETS.map((preset) => (
-										<Button
-											className="flex-1 justify-center"
-											disabled={isBusy}
-											key={preset.label}
-											onClick={() =>
-												setForm((c) => ({
-													...c,
-													depth: preset.depth,
-													modelTier: preset.modelTier,
-												}))
-											}
-											size="sm"
-											type="button"
-											variant={
-												activeQuality === preset ? "primary" : "secondary"
-											}
-										>
-											{preset.label}
-										</Button>
-									))}
-								</div>
-							</div>
-
-							<Accordion>
-								<Accordion.Trigger className="flex w-full items-center gap-2 py-2 text-muted-foreground text-xs hover:text-foreground">
-									<GearIcon aria-hidden className="size-3.5" weight="duotone" />
-									Advanced
-								</Accordion.Trigger>
-								<Accordion.Content>
-									<div className="space-y-4 pt-2">
-										<Field>
-											<Field.Label>Timezone</Field.Label>
-											<TimezonePicker
-												disabled={isBusy}
-												onChange={(tz) =>
-													setForm((c) => ({ ...c, timezone: tz }))
-												}
-												value={form.timezone}
-											/>
-										</Field>
-										{form.frequency === "custom" ? (
-											<Field>
-												<Field.Label>Cron</Field.Label>
-												<Input
-													disabled={isBusy}
-													onChange={(e) =>
-														setForm((c) => ({
-															...c,
-															cron: e.target.value,
-														}))
-													}
-													value={form.cron}
-												/>
-											</Field>
-										) : null}
-										<div className="grid grid-cols-2 gap-3">
-											<Field>
-												<Field.Label>Lookback (days)</Field.Label>
-												<Input
-													disabled={isBusy}
-													max={90}
-													min={1}
-													onChange={(e) =>
-														setForm((c) => ({
-															...c,
-															lookbackDays: e.target.value,
-														}))
-													}
-													type="number"
-													value={form.lookbackDays}
-												/>
-											</Field>
-											<Field>
-												<Field.Label>Cooldown (hours)</Field.Label>
-												<Input
-													disabled={isBusy}
-													max={168}
-													min={1}
-													onChange={(e) =>
-														setForm((c) => ({
-															...c,
-															cooldownHours: e.target.value,
-														}))
-													}
-													type="number"
-													value={form.cooldownHours}
-												/>
-											</Field>
-											<Field>
-												<Field.Label>Max insights/site</Field.Label>
-												<Input
-													disabled={isBusy}
-													max={10}
-													min={1}
-													onChange={(e) =>
-														setForm((c) => ({
-															...c,
-															maxInsightsPerWebsite: e.target.value,
-														}))
-													}
-													type="number"
-													value={form.maxInsightsPerWebsite}
-												/>
-											</Field>
-											<Field>
-												<Field.Label>Max steps</Field.Label>
-												<Input
-													disabled={isBusy}
-													max={64}
-													min={1}
-													onChange={(e) =>
-														setForm((c) => ({
-															...c,
-															maxSteps: e.target.value,
-														}))
-													}
-													type="number"
-													value={form.maxSteps}
-												/>
-											</Field>
-											<Field>
-												<Field.Label>Max tool calls</Field.Label>
-												<Input
-													disabled={isBusy}
-													max={64}
-													min={1}
-													onChange={(e) =>
-														setForm((c) => ({
-															...c,
-															maxToolCalls: e.target.value,
-														}))
-													}
-													type="number"
-													value={form.maxToolCalls}
-												/>
-											</Field>
-										</div>
-										<div className="space-y-2">
-											<p className="font-medium text-xs">Signals</p>
-											<div className="flex flex-wrap gap-2">
-												{TOOL_OPTIONS.map((tool) => {
-													const selected = form.allowedTools.includes(
-														tool.value
-													);
-													return (
-														<Button
-															aria-pressed={selected}
-															className="h-7 rounded-full px-2.5 text-[10px]"
-															disabled={isBusy || tool.value === "web_metrics"}
-															key={tool.value}
-															onClick={() => {
-																if (isBusy || tool.value === "web_metrics") {
-																	return;
-																}
-																setForm((c) => ({
-																	...c,
-																	allowedTools: toggleTool(
-																		c.allowedTools,
-																		tool.value,
-																		!c.allowedTools.includes(tool.value)
-																	),
-																}));
-															}}
-															size="sm"
-															type="button"
-															variant={selected ? "primary" : "secondary"}
-														>
-															{tool.label}
-														</Button>
-													);
-												})}
-											</div>
-										</div>
-									</div>
-								</Accordion.Content>
-							</Accordion>
+							</Field>
 						</>
 					)}
 				</Sheet.Body>
@@ -444,7 +232,13 @@ export function InsightGenerationSettings({
 				<Sheet.Footer className="flex items-center justify-between gap-3">
 					<Button
 						disabled={!organizationId || isBusy}
-						onClick={handleRun}
+						onClick={() =>
+							triggerMutation.mutate({
+								modelTier: form.quality,
+								organizationId,
+								timezone: form.timezone || guessTimezone(),
+							})
+						}
 						size="sm"
 						type="button"
 						variant="secondary"
@@ -454,7 +248,17 @@ export function InsightGenerationSettings({
 					</Button>
 					<Button
 						disabled={!organizationId || isBusy}
-						onClick={handleSave}
+						onClick={() =>
+							saveMutation.mutate({
+								enabled: form.schedule !== "off",
+								...(form.schedule === "off"
+									? {}
+									: { frequency: form.schedule }),
+								modelTier: form.quality,
+								organizationId,
+								timezone: form.timezone || guessTimezone(),
+							})
+						}
 						size="sm"
 						type="button"
 					>
@@ -467,93 +271,48 @@ export function InsightGenerationSettings({
 	);
 }
 
-function normalizeTools(tools: ToolName[]): ToolName[] {
-	const unique = new Set<ToolName>(tools);
-	unique.add("web_metrics");
-	return TOOL_OPTIONS.map((t) => t.value).filter((t) => unique.has(t));
-}
-
-function normalizeFrequency(frequency: string): Frequency {
-	return frequency === "hourly" ||
-		frequency === "daily" ||
-		frequency === "weekly" ||
-		frequency === "custom"
-		? frequency
-		: "weekly";
-}
-
-function toggleTool(
-	current: ToolName[],
-	tool: ToolName,
-	enabled: boolean
-): ToolName[] {
-	if (tool === "web_metrics") {
-		return normalizeTools(current);
-	}
-	const next = new Set<ToolName>(current);
-	if (enabled) {
-		next.add(tool);
-	} else {
-		next.delete(tool);
-	}
-	next.add("web_metrics");
-	return normalizeTools([...next]);
-}
-
-function boundedInt(
-	value: string,
-	fallback: number,
-	min: number,
-	max: number
-): number {
-	const parsed = Number.parseInt(value, 10);
-	if (!Number.isSafeInteger(parsed)) {
-		return fallback;
-	}
-	return Math.max(min, Math.min(max, parsed));
-}
-
-function formToPatch(form: ConfigFormState) {
-	return {
-		allowedTools: normalizeTools(form.allowedTools),
-		cooldownHours: boundedInt(form.cooldownHours, 6, 1, 168),
-		cron: form.frequency === "custom" ? form.cron.trim() || null : null,
-		depth: form.depth,
-		enabled: form.enabled,
-		frequency: form.frequency,
-		lookbackDays: boundedInt(form.lookbackDays, 7, 1, 90),
-		maxInsightsPerWebsite: boundedInt(form.maxInsightsPerWebsite, 3, 1, 10),
-		maxSteps: boundedInt(form.maxSteps, 24, 1, 64),
-		maxToolCalls: boundedInt(form.maxToolCalls, 16, 1, 64),
-		modelTier: form.modelTier,
-		timezone: form.timezone.trim() || guessTimezone(),
-	};
-}
-
-async function invalidateInsightGenerationQueries(
-	queryClient: ReturnType<typeof useQueryClient>,
-	organizationId?: string
-) {
-	await Promise.all([
-		queryClient.invalidateQueries({ queryKey: orpc.insightGeneration.key() }),
-		queryClient.invalidateQueries({ queryKey: insightQueries.all() }),
-		organizationId
-			? queryClient.invalidateQueries({
-					queryKey: insightQueries.ai(organizationId).queryKey,
-				})
-			: Promise.resolve(),
-	]);
+function OptionButtons<T extends string>({
+	disabled,
+	label,
+	onChange,
+	options,
+	value,
+}: {
+	disabled: boolean;
+	label: string;
+	onChange: (value: T) => void;
+	options: { label: string; value: T }[];
+	value: T;
+}) {
+	return (
+		<div className="space-y-2">
+			<p className="font-medium text-sm">{label}</p>
+			<div className="flex gap-1.5">
+				{options.map((option) => (
+					<Button
+						className="flex-1 justify-center"
+						disabled={disabled}
+						key={option.value}
+						onClick={() => onChange(option.value)}
+						size="sm"
+						type="button"
+						variant={value === option.value ? "primary" : "secondary"}
+					>
+						{option.label}
+					</Button>
+				))}
+			</div>
+		</div>
+	);
 }
 
-const TIMEZONES: string[] = Intl.supportedValuesOf("timeZone");
-
 function TimezonePicker({
 	disabled,
 	onChange,
 	value,
 }: {
 	disabled: boolean;
-	onChange: (tz: string) => void;
+	onChange: (timezone: string) => void;
 	value: string;
 }) {
 	const [open, setOpen] = useState(false);
@@ -570,11 +329,7 @@ function TimezonePicker({
 						type="button"
 						variant="secondary"
 					>
-						<span
-							className={value ? "text-foreground" : "text-muted-foreground"}
-						>
-							{value || guessTimezone()}
-						</span>
+						<span>{value || guessTimezone()}</span>
 						<CaretUpDownIcon className="size-3.5 text-muted-foreground" />
 					</Button>
 				}
@@ -584,16 +339,16 @@ function TimezonePicker({
 					<SearchList.Input autoFocus placeholder="Search timezones…" />
 					<SearchList.List>
 						<SearchList.Empty>No timezone found.</SearchList.Empty>
-						{TIMEZONES.map((tz) => (
+						{TIMEZONES.map((timezone) => (
 							<SearchList.Item
-								key={tz}
+								key={timezone}
 								onSelect={() => {
-									onChange(tz);
+									onChange(timezone);
 									setOpen(false);
 								}}
-								value={tz}
+								value={timezone}
 							>
-								{tz.replace(/_/g, " ")}
+								{timezone.replaceAll("_", " ")}
 							</SearchList.Item>
 						))}
 					</SearchList.List>
diff --git a/apps/dashboard/app/(main)/insights/_components/insights-page-content.tsx b/apps/dashboard/app/(main)/insights/_components/insights-page-content.tsx
index e054939c0..7f1bcec25 100644
--- a/apps/dashboard/app/(main)/insights/_components/insights-page-content.tsx
+++ b/apps/dashboard/app/(main)/insights/_components/insights-page-content.tsx
@@ -10,7 +10,6 @@ import { useWebsitesLight } from "@/hooks/use-websites";
 import {
 	clearInsightsHistory,
 	insightQueries,
-	type InsightsAiResponse,
 	type InsightsHistoryPage,
 } from "@/lib/insight-api";
 import { orpc } from "@/lib/orpc";
@@ -18,7 +17,6 @@ import { cn } from "@/lib/utils";
 import { CockpitNarrative } from "./cockpit-narrative";
 import { CockpitSignals } from "./cockpit-signals";
 import { InsightGenerationSettings } from "./insight-generation-settings";
-import { TimeRangeSelector } from "./time-range-selector";
 import { ArrowClockwiseIcon, GlobeIcon, TrashIcon } from "@databuddy/ui/icons";
 import { DeleteDialog } from "@databuddy/ui/client";
 import { Button, EmptyState } from "@databuddy/ui";
@@ -51,20 +49,11 @@ export function InsightsPageContent() {
 			setClearDialogOpen(false);
 			clearAllDismissedAction();
 			if (orgId) {
-				const emptyAi: InsightsAiResponse = {
-					success: true,
-					insights: [],
-					source: "ai",
-				};
 				const emptyHistoryPage: InsightsHistoryPage = {
 					success: true,
 					insights: [],
 					hasMore: false,
 				};
-				queryClient.setQueryData<InsightsAiResponse>(
-					insightQueries.ai(orgId).queryKey,
-					emptyAi
-				);
 				queryClient.setQueryData(
 					insightQueries.historyInfinite(orgId).queryKey,
 					{ pages: [emptyHistoryPage], pageParams: [0] }
@@ -75,13 +64,13 @@ export function InsightsPageContent() {
 			}
 			toast.success(
 				data.deleted === 0
-					? "No stored insights to remove"
-					: `Removed ${data.deleted} insight${data.deleted === 1 ? "" : "s"}`
+					? "No stored findings to remove"
+					: `Removed ${data.deleted} finding${data.deleted === 1 ? "" : "s"}`
 			);
 		},
 		onError: (error) => {
 			toast.error(
-				error instanceof Error ? error.message : "Could not clear insights"
+				error instanceof Error ? error.message : "Could not clear findings"
 			);
 		},
 	});
@@ -100,12 +89,11 @@ export function InsightsPageContent() {
 				className="flex h-full flex-col overflow-y-auto"
 			>
 				<TopBar.Title>
-					<h1 className="font-semibold text-sm">Insights</h1>
+					<h1 className="font-semibold text-sm">Findings</h1>
 				</TopBar.Title>
 				<TopBar.Actions>
-					<TimeRangeSelector />
 					<Button
-						aria-label="Refresh insights"
+						aria-label="Refresh findings"
 						disabled={isLoading || websitesLoading}
 						onClick={handleRefreshAll}
 						size="sm"
@@ -127,10 +115,7 @@ export function InsightsPageContent() {
 						<TrashIcon className="size-4 shrink-0" weight="duotone" />
 						Clear all
 					</Button>
-					<InsightGenerationSettings
-						organizationId={orgId}
-						websites={websites}
-					/>
+					<InsightGenerationSettings organizationId={orgId} />
 				</TopBar.Actions>
 
 				{hasNoWebsites ? (
@@ -146,7 +131,7 @@ export function InsightsPageContent() {
 			<DeleteDialog
 				confirmDisabled={!orgId}
 				confirmLabel="Clear all"
-				description="This removes every stored insight for this organization from the database. Fresh insights will be generated on the next analysis run."
+				description="This removes every stored finding for this organization. New findings will be saved after the next analysis."
 				isDeleting={clearInsightsMutation.isPending}
 				isOpen={clearDialogOpen}
 				onClose={() => setClearDialogOpen(false)}
@@ -155,7 +140,7 @@ export function InsightsPageContent() {
 						await clearInsightsMutation.mutateAsync();
 					}
 				}}
-				title="Clear all insights?"
+				title="Clear all findings?"
 			/>
 		</>
 	);
@@ -170,7 +155,7 @@ function EmptyOrgState() {
 					window.location.href = "/websites";
 				},
 			}}
-			description="Add a website to see insights across your organization."
+			description="Add a website to see findings across your organization."
 			icon={<GlobeIcon weight="duotone" />}
 			title="No websites yet"
 			variant="minimal"
diff --git a/apps/dashboard/app/(main)/insights/hooks/use-insights-feed.ts b/apps/dashboard/app/(main)/insights/hooks/use-insights-feed.ts
index 6d0c5639d..3fd80e36a 100644
--- a/apps/dashboard/app/(main)/insights/hooks/use-insights-feed.ts
+++ b/apps/dashboard/app/(main)/insights/hooks/use-insights-feed.ts
@@ -1,46 +1,12 @@
 "use client";
 
-import {
-	useInfiniteQuery,
-	useQuery,
-	useQueryClient,
-} from "@tanstack/react-query";
+import { useInfiniteQuery } from "@tanstack/react-query";
 import { useCallback, useMemo } from "react";
 import { useOrganizationsContext } from "@/components/providers/organizations-provider";
-import { insightQueries, type InsightsHistoryPage } from "@/lib/insight-api";
+import { insightQueries } from "@/lib/insight-api";
 import { collapseInsightsBySignal } from "@/lib/insight-signal-key";
-import type { Insight } from "@/lib/insight-types";
-import { mapHistoryRowToInsight } from "@/lib/insight-types";
-
-function mergeAiWithHistoryPages(
-	ai: Insight[],
-	historyPages: InsightsHistoryPage[]
-): Insight[] {
-	const seen = new Set<string>();
-	const out: Insight[] = [];
-
-	for (const i of ai) {
-		if (!seen.has(i.id)) {
-			seen.add(i.id);
-			out.push(i);
-		}
-	}
-
-	for (const page of historyPages) {
-		for (const row of page.insights) {
-			const mapped = mapHistoryRowToInsight(row);
-			if (!seen.has(mapped.id)) {
-				seen.add(mapped.id);
-				out.push(mapped);
-			}
-		}
-	}
-
-	return out;
-}
 
 export function useInsightsFeed() {
-	const queryClient = useQueryClient();
 	const {
 		activeOrganization,
 		activeOrganizationId,
@@ -52,61 +18,32 @@ export function useInsightsFeed() {
 	const historyInfinite = useInfiniteQuery(
 		insightQueries.historyInfinite(orgId)
 	);
-	const aiQuery = useQuery(insightQueries.ai(orgId));
 
-	const mergedInsights = useMemo(() => {
-		const fresh = (aiQuery.data?.insights ?? []).map(
-			(i): Insight => ({
-				...i,
-				insightSource: "ai",
-			})
-		);
-		const pages = historyInfinite.data?.pages ?? [];
-		const merged = mergeAiWithHistoryPages(fresh, pages);
-		return collapseInsightsBySignal(merged);
-	}, [aiQuery.data?.insights, historyInfinite.data?.pages]);
+	const insights = useMemo(() => {
+		const rows =
+			historyInfinite.data?.pages.flatMap((page) => page.insights) ?? [];
+		return collapseInsightsBySignal(rows);
+	}, [historyInfinite.data?.pages]);
 
-	const refetchAll = useCallback(async () => {
-		await Promise.all([
-			queryClient.invalidateQueries({
-				queryKey: insightQueries.historyInfinite(orgId).queryKey,
-			}),
-			queryClient.invalidateQueries({
-				queryKey: insightQueries.ai(orgId).queryKey,
-			}),
-		]);
-	}, [queryClient, orgId]);
+	const refetch = useCallback(async () => {
+		await historyInfinite.refetch();
+	}, [historyInfinite.refetch]);
 
 	const isInitialLoading =
-		isOrgContextLoading ||
-		Boolean(
-			orgId &&
-				!(historyInfinite.isFetched && aiQuery.isFetched) &&
-				!(historyInfinite.isError && aiQuery.isError)
-		);
-
-	const isError =
-		mergedInsights.length === 0 &&
-		historyInfinite.isFetched &&
-		aiQuery.isFetched &&
-		(historyInfinite.isError || aiQuery.isError);
+		isOrgContextLoading || Boolean(orgId && historyInfinite.isLoading);
+	const isError = insights.length === 0 && historyInfinite.isError;
 
-	const isFetching = historyInfinite.isFetching || aiQuery.isFetching;
+	const isFetching = historyInfinite.isFetching;
 
 	const isRefreshing = isFetching && !isInitialLoading;
 
-	const isFetchingFresh = mergedInsights.length > 0 && aiQuery.isFetching;
-
 	return {
-		insights: mergedInsights,
-		generation: aiQuery.data?.generation,
-		source: aiQuery.data?.source ?? null,
+		insights,
 		isLoading: isInitialLoading,
 		isRefreshing,
 		isFetching,
-		isFetchingFresh,
 		isError,
-		refetch: refetchAll,
+		refetch,
 		fetchNextPage: historyInfinite.fetchNextPage,
 		hasNextPage: historyInfinite.hasNextPage ?? false,
 		isFetchingNextPage: historyInfinite.isFetchingNextPage,
diff --git a/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts b/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
index 99ce3f8aa..0b86a58a6 100644
--- a/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
+++ b/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
@@ -75,7 +75,7 @@ export function useInsightsLocalState(
 							saveDismissedIds(organizationId, next);
 							return next;
 						});
-						toast.error("Could not restore insight");
+						toast.error("Could not restore finding");
 					},
 				}
 			);
@@ -106,11 +106,11 @@ export function useInsightsLocalState(
 							saveDismissedIds(organizationId, next);
 							return next;
 						});
-						toast.error("Could not dismiss insight", { id: toastId });
+						toast.error("Could not dismiss finding", { id: toastId });
 					},
 				}
 			);
-			toast.success("Insight dismissed", {
+			toast.success("Finding dismissed", {
 				id: toastId,
 				description: "This pattern is muted for 30 days.",
 				action: {
@@ -135,7 +135,7 @@ export function useInsightsLocalState(
 				onError: () => {
 					setDismissedIds(previous);
 					saveDismissedIds(organizationId, previous);
-					toast.error("Could not clear dismissed insights");
+					toast.error("Could not clear dismissed findings");
 				},
 			}
 		);
diff --git a/apps/dashboard/app/(main)/insights/layout.tsx b/apps/dashboard/app/(main)/insights/layout.tsx
index 20ddff6fb..7f32c5a4d 100644
--- a/apps/dashboard/app/(main)/insights/layout.tsx
+++ b/apps/dashboard/app/(main)/insights/layout.tsx
@@ -2,9 +2,8 @@ import type { Metadata } from "next";
 import type { ReactNode } from "react";
 
 export const metadata: Metadata = {
-	title: "Insights",
-	description:
-		"Organization-wide AI highlights and actionable analytics suggestions.",
+	title: "Findings",
+	description: "Organization-wide findings with evidence and next steps.",
 };
 
 export default function InsightsLayout({ children }: { children: ReactNode }) {
diff --git a/apps/dashboard/app/(main)/insights/lib/insight-meta.ts b/apps/dashboard/app/(main)/insights/lib/insight-meta.ts
index ddefc685a..62100af0c 100644
--- a/apps/dashboard/app/(main)/insights/lib/insight-meta.ts
+++ b/apps/dashboard/app/(main)/insights/lib/insight-meta.ts
@@ -39,16 +39,11 @@ export function formatInsightFreshness(insight: Insight): string {
 		}
 		return resolvedLabel;
 	}
-	if (insight.insightSource === "ai") {
-		return "Latest analysis";
+	const createdAt = dayjs(insight.createdAt);
+	if (createdAt.isValid()) {
+		return `Analyzed ${createdAt.fromNow()}`;
 	}
-	if (insight.createdAt) {
-		const d = dayjs(insight.createdAt);
-		if (d.isValid()) {
-			return `From history · ${d.fromNow()}`;
-		}
-	}
-	return "From history";
+	return "Analyzed";
 }
 
 export function formatInsightResolutionLabel(insight: Insight): string | null {
@@ -65,9 +60,9 @@ export function formatInsightResolutionDescription(
 		return null;
 	}
 	if (insight.resolvedReason === "stale") {
-		return "This signal aged out of the active queue.";
+		return "This finding was archived after it became inactive.";
 	}
-	return "This signal stopped firing in a later analysis run.";
+	return "This finding no longer appeared in a later analysis.";
 }
 
 export function buildInsightShareUrl(insightId: string): string {
@@ -109,7 +104,7 @@ export function buildInsightAgentCopyText(insight: Insight): string {
 		insight.suggestion,
 		"",
 		"## Metadata",
-		`Insight type: ${insight.type.replaceAll("_", " ")} · Severity: ${insight.severity} · Priority: ${insight.priority}/10 · Sentiment: ${insight.sentiment}`,
+		`Finding type: ${insight.type.replaceAll("_", " ")} · Severity: ${insight.severity} · Priority: ${insight.priority}/10 · Sentiment: ${insight.sentiment}`,
 	];
 
 	if (insight.changePercent !== undefined) {
diff --git a/apps/dashboard/components/ai-elements/thinking-phrases.ts b/apps/dashboard/components/ai-elements/thinking-phrases.ts
index 5afd99ec1..6a075bc24 100644
--- a/apps/dashboard/components/ai-elements/thinking-phrases.ts
+++ b/apps/dashboard/components/ai-elements/thinking-phrases.ts
@@ -7,7 +7,7 @@ const THINKING_PHRASES = [
 	"Hopping to it",
 	"Sniffing through data",
 	"Nibbling queries",
-	"Digging up insights",
+	"Analyzing data",
 	"Twitching whiskers",
 	"Burrowing into events",
 	"Chasing carrots",
diff --git a/apps/dashboard/components/layout/mobile-sidebar.tsx b/apps/dashboard/components/layout/mobile-sidebar.tsx
index d724cf8e2..8922afa1f 100644
--- a/apps/dashboard/components/layout/mobile-sidebar.tsx
+++ b/apps/dashboard/components/layout/mobile-sidebar.tsx
@@ -22,7 +22,7 @@ import {
 } from "@databuddy/ui/icons";
 import { useBillingContext } from "@/components/providers/billing-provider";
 import { useCommandSearchOpenAction } from "@/components/ui/command-search";
-import { Drawer, DrawerContent } from "@/components/ui/drawer";
+import { Drawer, DrawerContent, DrawerTitle } from "@/components/ui/drawer";
 import { ScrollArea } from "@/components/ui/scroll-area";
 import { clearPersistedQueryCache } from "@/lib/query-client";
 import { cn } from "@/lib/utils";
@@ -278,6 +278,9 @@ export function MobileSidebar() {
 	const { isFeatureEnabled, isLoading: isBillingLoading } = useBillingContext();
 
 	const [isOpen, setIsOpen] = useState(false);
+	const [drawerContent, setDrawerContent] = useState<HTMLDivElement | null>(
+		null
+	);
 	const router = useRouter();
 	const openSearch = useCommandSearchOpenAction();
 
@@ -345,7 +348,8 @@ export function MobileSidebar() {
 			</header>
 
 			<Drawer direction="left" onOpenChange={setIsOpen} open={isOpen}>
-				<DrawerContent className="bg-sidebar">
+				<DrawerContent className="bg-sidebar" ref={setDrawerContent}>
+					<DrawerTitle className="sr-only">Navigation menu</DrawerTitle>
 					<div className="flex h-12 shrink-0 items-center border-b px-4">
 						<Link
 							className="flex select-none items-center gap-2 hover:opacity-80"
@@ -356,7 +360,7 @@ export function MobileSidebar() {
 						</Link>
 					</div>
 
-					<OrganizationSelector />
+					<OrganizationSelector container={drawerContent} />
 
 					<ScrollArea className="flex-1">
 						<div className="flex flex-col pb-2">
diff --git a/apps/dashboard/components/layout/navigation/navigation-config.tsx b/apps/dashboard/components/layout/navigation/navigation-config.tsx
index 5afe3e581..aae150f5b 100644
--- a/apps/dashboard/components/layout/navigation/navigation-config.tsx
+++ b/apps/dashboard/components/layout/navigation/navigation-config.tsx
@@ -58,7 +58,7 @@ export const mainNavigation: NavigationGroup[] = [
 		items: [
 			createNavItem("Home", HouseIcon, "/home"),
 			createNavItem("Websites", GlobeIcon, "/websites"),
-			createNavItem("Insights", LightbulbIcon, "/insights"),
+			createNavItem("Findings", LightbulbIcon, "/insights"),
 			createNavItem("Databunny", RobotIcon, "/agent", {
 				activeMatch: "prefix",
 				alpha: true,
diff --git a/apps/dashboard/components/layout/organization-selector.tsx b/apps/dashboard/components/layout/organization-selector.tsx
index f6cba3b29..c0af860ef 100644
--- a/apps/dashboard/components/layout/organization-selector.tsx
+++ b/apps/dashboard/components/layout/organization-selector.tsx
@@ -16,11 +16,7 @@ import {
 } from "@databuddy/ui/icons";
 import { CreateOrganizationDialog } from "@/components/organizations/create-organization-dialog";
 import { useBillingContext } from "@/components/providers/billing-provider";
-import {
-	AUTH_QUERY_KEYS,
-	useOrganizationsContext,
-} from "@/components/providers/organizations-provider";
-import { orpc } from "@/lib/orpc";
+import { useOrganizationsContext } from "@/components/providers/organizations-provider";
 import { cn } from "@/lib/utils";
 import { pendingActiveOrganizationIdAtom } from "@/stores/jotai/organizationsAtoms";
 import { Avatar, DropdownMenu } from "@databuddy/ui/client";
@@ -116,8 +112,10 @@ function OrgDropdownItems({
 
 export function OrganizationSelector({
 	collapsed = false,
+	container,
 }: {
 	collapsed?: boolean;
+	container?: HTMLElement | null;
 }) {
 	const queryClient = useQueryClient();
 	const router = useRouter();
@@ -163,17 +161,8 @@ export function OrganizationSelector({
 			return;
 		}
 
-		queryClient.removeQueries({ queryKey: orpc.websites.key() });
-		queryClient.removeQueries({ queryKey: orpc.links.list.key() });
-		queryClient.removeQueries({ queryKey: orpc.links.paginated.key() });
-		queryClient.removeQueries({ queryKey: orpc.linkFolders.list.key() });
-		queryClient.removeQueries({ queryKey: orpc.apikeys.list.key() });
-
-		await queryClient.invalidateQueries({
-			queryKey: AUTH_QUERY_KEYS.activeOrganization,
-		});
-		queryClient.invalidateQueries();
-
+		router.push("/websites");
+		queryClient.clear();
 		toast.success("Organization updated");
 	};
 
@@ -251,6 +240,7 @@ export function OrganizationSelector({
 						<DropdownMenu.Content
 							align="start"
 							className="w-56"
+							container={container}
 							side="right"
 							sideOffset={8}
 						>
@@ -313,6 +303,7 @@ export function OrganizationSelector({
 					<DropdownMenu.Content
 						align="start"
 						className="min-w-60"
+						container={container}
 						sideOffset={4}
 					>
 						{dropdownItems}
diff --git a/apps/dashboard/lib/feature-gates.ts b/apps/dashboard/lib/feature-gates.ts
index 99b6c2b81..07013594e 100644
--- a/apps/dashboard/lib/feature-gates.ts
+++ b/apps/dashboard/lib/feature-gates.ts
@@ -1,5 +1,5 @@
 export const FLAG_KEY_LABELS: Record<string, string> = {
-	insights: "AI Insights",
+	insights: "Findings",
 	revenue: "Revenue Analytics",
 	anomalies: "Anomaly Detection",
 	pulse: "Pulse",
@@ -7,7 +7,7 @@ export const FLAG_KEY_LABELS: Record<string, string> = {
 };
 
 export const FLAG_KEY_DESCRIPTIONS: Record<string, string> = {
-	insights: "Get AI-powered analytics insights across your websites.",
+	insights: "Automatic analysis across your websites.",
 	revenue: "Track revenue attribution and conversion analytics.",
 	anomalies: "Detect unusual traffic patterns and performance anomalies.",
 	pulse: "Real-time uptime monitoring and status checks for your websites.",
diff --git a/apps/dashboard/lib/insight-api.ts b/apps/dashboard/lib/insight-api.ts
index 9b963c3b0..df2e96715 100644
--- a/apps/dashboard/lib/insight-api.ts
+++ b/apps/dashboard/lib/insight-api.ts
@@ -1,14 +1,7 @@
-import {
-	infiniteQueryOptions,
-	keepPreviousData,
-	queryOptions,
-} from "@tanstack/react-query";
-import { guessTimezone } from "@databuddy/ui";
-import type { HistoryInsightRow, Insight } from "@/lib/insight-types";
+import { infiniteQueryOptions, queryOptions } from "@tanstack/react-query";
 import { orpc } from "@/lib/orpc";
 
 export const INSIGHT_CACHE = {
-	staleTime: 15 * 60 * 1000,
 	gcTime: 30 * 60 * 1000,
 	historyStaleTime: 5 * 60 * 1000,
 } as const;
@@ -16,7 +9,6 @@ export const INSIGHT_CACHE = {
 const INSIGHTS_ROOT = ["insights"] as const;
 const HISTORY_PAGE_SIZE = 50;
 const INSIGHTS_FAST_TIMEOUT_MS = 30_000;
-const INSIGHTS_SLOW_TIMEOUT_MS = 90_000;
 
 function withTimeout<T>(
 	label: string,
@@ -39,38 +31,18 @@ function withTimeout<T>(
 
 export const insightQueries = {
 	all: () => INSIGHTS_ROOT,
-	ai: (orgId: string | undefined) =>
-		queryOptions({
-			queryKey: [...INSIGHTS_ROOT, "ai", orgId] as const,
-			queryFn: () => fetchInsightsAi(orgId ?? ""),
-			enabled: !!orgId,
-			staleTime: INSIGHT_CACHE.staleTime,
-			gcTime: INSIGHT_CACHE.gcTime,
-			refetchInterval: INSIGHT_CACHE.staleTime,
-			refetchOnWindowFocus: false,
-			placeholderData: keepPreviousData,
-			retry: 2,
-			retryDelay: (attempt: number) => Math.min(2000 * 2 ** attempt, 15_000),
-		}),
 	historyInfinite: (orgId: string | undefined) =>
 		infiniteQueryOptions({
 			queryKey: [...INSIGHTS_ROOT, "history-infinite", orgId] as const,
 			queryFn: ({ pageParam }) =>
-				fetchInsightsHistoryPage(
-					orgId ?? "",
-					pageParam as number,
-					HISTORY_PAGE_SIZE
-				),
+				fetchInsightsHistoryPage(orgId ?? "", pageParam, HISTORY_PAGE_SIZE),
 			initialPageParam: 0,
 			getNextPageParam: (lastPage, _allPages, lastPageParam) =>
-				lastPage.hasMore
-					? (lastPageParam as number) + HISTORY_PAGE_SIZE
-					: undefined,
+				lastPage.hasMore ? lastPageParam + HISTORY_PAGE_SIZE : undefined,
 			enabled: !!orgId,
 			staleTime: INSIGHT_CACHE.historyStaleTime,
 			gcTime: INSIGHT_CACHE.gcTime,
 			refetchOnWindowFocus: false,
-			placeholderData: keepPreviousData,
 			retry: 2,
 			retryDelay: (attempt: number) => Math.min(2000 * 2 ** attempt, 15_000),
 		}),
@@ -109,133 +81,79 @@ export const insightQueries = {
 		}),
 };
 
-export interface InsightsAiResponse {
-	generation?: {
-		queuedItems?: number;
-		runId?: string;
-		status: "queued" | "skipped" | "disabled" | "unavailable";
-	};
-	insights: Insight[];
-	source: "ai" | "fallback";
-	success: boolean;
-}
-
-export interface InsightsHistoryPage {
-	hasMore: boolean;
-	insights: HistoryInsightRow[];
-	success: boolean;
-}
-
-export function fetchInsightsAi(
-	organizationId: string
-): Promise<InsightsAiResponse> {
-	return withTimeout(
-		"Insights feed request",
-		orpc.insights.feed.call({
-			organizationId,
-			timezone: guessTimezone(),
-		}) as Promise<InsightsAiResponse>,
-		INSIGHTS_SLOW_TIMEOUT_MS
-	);
-}
-
 export function fetchInsightsHistoryPage(
 	organizationId: string,
 	offset: number,
 	limit = 50
-): Promise<InsightsHistoryPage> {
+) {
 	return withTimeout(
 		"Insights history request",
 		orpc.insights.history.call({
 			organizationId,
 			limit,
 			offset,
-		}) as Promise<InsightsHistoryPage>,
+		}),
 		INSIGHTS_FAST_TIMEOUT_MS
 	);
 }
 
-export interface InsightByIdResponse {
-	insight: HistoryInsightRow | null;
-	success: boolean;
-}
+export type InsightsHistoryPage = Awaited<
+	ReturnType<typeof fetchInsightsHistoryPage>
+>;
 
-export function fetchInsightById(
-	insightId: string
-): Promise<InsightByIdResponse> {
+export function fetchInsightById(insightId: string) {
 	return withTimeout(
 		"Insight lookup request",
-		orpc.insights.getById.call({ insightId }) as Promise<InsightByIdResponse>,
+		orpc.insights.getById.call({ insightId }),
 		INSIGHTS_FAST_TIMEOUT_MS
 	);
 }
 
-export interface RelatedInsightRow {
-	changePercent: number | null;
-	createdAt: string;
-	id: string;
-	sentiment: string;
-	severity: string;
-	title: string;
-	type: string;
-}
+export type InsightByIdResponse = Awaited<ReturnType<typeof fetchInsightById>>;
 
-export interface InsightRelatedResponse {
-	insights: RelatedInsightRow[];
-	success: boolean;
-}
-
-export function fetchInsightRelated(
-	insightId: string
-): Promise<InsightRelatedResponse> {
+export function fetchInsightRelated(insightId: string) {
 	return withTimeout(
 		"Insight related request",
 		orpc.insights.related.call({
 			insightId,
-		}) as Promise<InsightRelatedResponse>,
+		}),
 		INSIGHTS_FAST_TIMEOUT_MS
 	);
 }
 
-export interface ClearInsightsResponse {
-	deleted: number;
-	error?: string;
-	success: boolean;
-}
+export type InsightRelatedResponse = Awaited<
+	ReturnType<typeof fetchInsightRelated>
+>;
+export type RelatedInsightRow = InsightRelatedResponse["insights"][number];
 
-export function clearInsightsHistory(
-	organizationId: string
-): Promise<ClearInsightsResponse> {
+export function clearInsightsHistory(organizationId: string) {
 	return withTimeout(
 		"Clear insights history request",
 		orpc.insights.clearHistory.call({
 			organizationId,
-		}) as Promise<ClearInsightsResponse>,
+		}),
 		INSIGHTS_FAST_TIMEOUT_MS
 	);
 }
 
-export type OrgNarrativeResponse =
-	| {
-			success: true;
-			narrative: string;
-			generatedAt: string;
-	  }
-	| {
-			success: false;
-			error: string;
-	  };
+export type ClearInsightsResponse = Awaited<
+	ReturnType<typeof clearInsightsHistory>
+>;
 
 export function fetchInsightsOrgNarrative(
 	organizationId: string,
 	range: "7d" | "30d" | "90d"
-): Promise<OrgNarrativeResponse> {
+) {
 	return withTimeout(
 		"Insights narrative request",
 		orpc.insights.orgNarrative.call({
 			organizationId,
 			range,
-		}) as Promise<OrgNarrativeResponse>,
+		}),
 		INSIGHTS_FAST_TIMEOUT_MS
 	);
 }
+
+export type OrgNarrativeResponse = Awaited<
+	ReturnType<typeof fetchInsightsOrgNarrative>
+>;
diff --git a/apps/dashboard/lib/insight-signal-key.test.ts b/apps/dashboard/lib/insight-signal-key.test.ts
new file mode 100644
index 000000000..16aeb20d4
--- /dev/null
+++ b/apps/dashboard/lib/insight-signal-key.test.ts
@@ -0,0 +1,54 @@
+import { describe, expect, it } from "bun:test";
+import type { Insight } from "@/lib/insight-types";
+import {
+	collapseInsightsBySignal,
+	insightSignalDedupeKey,
+} from "./insight-signal-key";
+
+function insight(overrides: Partial<Insight>): Insight {
+	return {
+		id: "insight-1",
+		type: "page_trend",
+		severity: "info",
+		sentiment: "positive",
+		priority: 5,
+		websiteId: "website-1",
+		websiteName: "Example",
+		websiteDomain: "example.com",
+		title: "Page traffic increased",
+		description: "Traffic increased for this page.",
+		suggestion: "Review the traffic source mix.",
+		subjectKey: "path_pricing",
+		link: "/websites/website-1",
+		createdAt: "2026-07-10T10:00:00.000Z",
+		...overrides,
+	};
+}
+
+describe("insight signal keys", () => {
+	it("includes the persisted subject key", () => {
+		expect(
+			insightSignalDedupeKey(insight({ subjectKey: "Path / Pricing" }))
+		).toBe(
+			"website-1|page_trend|up|path_pricing"
+		);
+	});
+
+	it("keeps findings for different subjects", () => {
+		const findings = collapseInsightsBySignal([
+			insight({ id: "pricing", subjectKey: "path_pricing" }),
+			insight({ id: "docs", subjectKey: "path_docs" }),
+		]);
+
+		expect(findings.map((finding) => finding.id)).toEqual(["pricing", "docs"]);
+	});
+
+	it("keeps only the newest finding for the same subject", () => {
+		const findings = collapseInsightsBySignal([
+			insight({ id: "older", createdAt: "2026-07-09T10:00:00.000Z" }),
+			insight({ id: "newer", createdAt: "2026-07-10T10:00:00.000Z" }),
+		]);
+
+		expect(findings.map((finding) => finding.id)).toEqual(["newer"]);
+	});
+});
diff --git a/apps/dashboard/lib/insight-signal-key.ts b/apps/dashboard/lib/insight-signal-key.ts
index 6a3267a69..290020f19 100644
--- a/apps/dashboard/lib/insight-signal-key.ts
+++ b/apps/dashboard/lib/insight-signal-key.ts
@@ -1,56 +1,27 @@
-import type {
-	Insight,
-	InsightSentiment,
-	InsightType,
-} from "@/lib/insight-types";
+import type { Insight, InsightSentiment } from "@/lib/insight-types";
+import { insightDedupeKey } from "@databuddy/shared/insights";
 
-type Direction = "up" | "down" | "flat";
-
-function directionFromParts(
-	changePercent: number | undefined,
-	sentiment: InsightSentiment
-): Direction {
-	if (
-		changePercent !== undefined &&
-		changePercent !== 0 &&
-		!Number.isNaN(changePercent)
-	) {
-		return changePercent > 0 ? "up" : "down";
-	}
-	if (sentiment === "positive") {
-		return "up";
-	}
-	if (sentiment === "negative") {
-		return "down";
-	}
-	return "flat";
-}
-
-/** Matches server `insightDedupeKey` in @databuddy/ai/insights/dedupe. */
-export function insightSignalDedupeKey(insight: {
-	websiteId: string;
-	type: InsightType;
-	sentiment: InsightSentiment;
-	changePercent?: number;
-}): string {
-	const dir = directionFromParts(insight.changePercent, insight.sentiment);
-	return `${insight.websiteId}|${insight.type}|${dir}`;
+/** Uses the same signal key as persistence. */
+export function insightSignalDedupeKey(
+	insight: Pick<
+		Insight,
+		| "changePercent"
+		| "sentiment"
+		| "subjectKey"
+		| "title"
+		| "type"
+		| "websiteId"
+	>
+): string {
+	return insightDedupeKey(insight);
 }
 
 function insightSortTimeMs(insight: Insight): number {
-	if (insight.createdAt) {
-		const t = new Date(insight.createdAt).getTime();
-		if (!Number.isNaN(t)) {
-			return t;
-		}
-	}
-	if (insight.insightSource === "ai") {
-		return Date.now();
-	}
-	return 0;
+	const time = new Date(insight.createdAt).getTime();
+	return Number.isNaN(time) ? 0 : time;
 }
 
-/** One row per (website, type, direction): keeps the newest version for history noise. */
+/** One row per (website, type, direction, subject): keeps the newest version. */
 export function collapseInsightsBySignal(insights: Insight[]): Insight[] {
 	const sorted = [...insights].sort(
 		(a, b) => insightSortTimeMs(b) - insightSortTimeMs(a)
diff --git a/apps/dashboard/lib/insight-types.ts b/apps/dashboard/lib/insight-types.ts
index 4fa0c446b..c41e2f93f 100644
--- a/apps/dashboard/lib/insight-types.ts
+++ b/apps/dashboard/lib/insight-types.ts
@@ -1,167 +1,15 @@
-export type InsightType =
-	| "error_spike"
-	| "new_errors"
-	| "vitals_degraded"
-	| "custom_event_spike"
-	| "traffic_drop"
-	| "traffic_spike"
-	| "bounce_rate_change"
-	| "engagement_change"
-	| "referrer_change"
-	| "page_trend"
-	| "positive_trend"
-	| "performance"
-	| "uptime_issue"
-	| "conversion_leak"
-	| "funnel_regression"
-	| "channel_concentration"
-	| "reliability_improved"
-	| "persistent_error_hotspot"
-	| "quality_shift"
-	| "cross_property_dependency"
-	| "performance_improved"
-	| "deploy_correlation"
-	| "segment_regression"
-	| "error_impact"
-	| "cross_signal";
-
-export type InsightSeverity = "critical" | "warning" | "info";
-
-export type InsightSentiment = "positive" | "neutral" | "negative";
-
-export type InsightSource = "ai" | "history";
-export type InsightStatus = "open" | "resolved";
-export type InsightResolvedReason = "recovered" | "stale";
-
-export type InsightMetricFormat =
-	| "number"
-	| "percent"
-	| "duration_ms"
-	| "duration_s";
-
-export interface InsightMetric {
-	current: number;
-	format: InsightMetricFormat;
-	label: string;
-	previous?: number;
-}
-
-export interface InsightEvidence {
-	description: string;
-	type: string;
-}
-
-export type InvestigationDepth = "surface" | "investigated" | "deep";
-
-export type InsightActionType =
-	| "fix_goal"
-	| "create_funnel"
-	| "add_custom_event"
-	| "create_annotation"
-	| "update_config"
-	| "add_tracking"
-	| "investigate_further"
-	| "code_fix";
-
-export interface InsightAction {
-	label: string;
-	params: Record<string, string>;
-	type: InsightActionType;
-}
-
-export interface Insight {
-	actions?: InsightAction[] | null;
-	chainId?: string | null;
-	changePercent?: number;
-	createdAt?: string;
-	currentPeriodFrom?: string | null;
-	currentPeriodTo?: string | null;
-	description: string;
-	evidence?: InsightEvidence[] | null;
-	id: string;
-	insightSource?: InsightSource;
-	investigationDepth?: InvestigationDepth | null;
-	link: string;
-	metrics?: InsightMetric[];
-	previousPeriodFrom?: string | null;
-	previousPeriodTo?: string | null;
-	priority: number;
-	resolvedAt?: string | null;
-	resolvedReason?: InsightResolvedReason | null;
-	rootCause?: string | null;
-	sentiment: InsightSentiment;
-	severity: InsightSeverity;
-	status?: InsightStatus;
-	suggestion: string;
-	timezone?: string | null;
-	title: string;
-	type: InsightType;
-	websiteDomain: string;
-	websiteId: string;
-	websiteName: string | null;
-}
-
-export interface HistoryInsightRow {
-	actions?: InsightAction[] | null;
-	chainId?: string | null;
-	changePercent?: number | null;
-	createdAt?: string;
-	currentPeriodFrom?: string | null;
-	currentPeriodTo?: string | null;
-	description: string;
-	evidence?: InsightEvidence[] | null;
-	id: string;
-	investigationDepth?: InvestigationDepth | null;
-	link: string;
-	metrics?: InsightMetric[];
-	previousPeriodFrom?: string | null;
-	previousPeriodTo?: string | null;
-	priority: number;
-	resolvedAt?: string | null;
-	resolvedReason?: InsightResolvedReason | null;
-	rootCause?: string | null;
-	sentiment: InsightSentiment;
-	severity: InsightSeverity;
-	status: InsightStatus;
-	suggestion: string;
-	timezone?: string | null;
-	title: string;
-	type: InsightType;
-	websiteDomain: string;
-	websiteId: string;
-	websiteName: string | null;
-}
-
-export function mapHistoryRowToInsight(row: HistoryInsightRow): Insight {
-	return {
-		id: row.id,
-		type: row.type,
-		severity: row.severity,
-		sentiment: row.sentiment,
-		priority: row.priority,
-		status: row.status,
-		resolvedAt: row.resolvedAt,
-		resolvedReason: row.resolvedReason,
-		websiteId: row.websiteId,
-		websiteName: row.websiteName,
-		websiteDomain: row.websiteDomain,
-		title: row.title,
-		description: row.description,
-		suggestion: row.suggestion,
-		metrics: row.metrics ?? [],
-		changePercent: row.changePercent ?? undefined,
-		rootCause: row.rootCause,
-		evidence: row.evidence,
-		investigationDepth: row.investigationDepth,
-		actions: row.actions,
-		chainId: row.chainId,
-		link: row.link,
-		insightSource: "history",
-		createdAt: row.createdAt ?? undefined,
-		currentPeriodFrom: row.currentPeriodFrom,
-		currentPeriodTo: row.currentPeriodTo,
-		previousPeriodFrom: row.previousPeriodFrom,
-		previousPeriodTo: row.previousPeriodTo,
-		timezone: row.timezone,
-	};
-}
+import type { InsightsHistoryPage } from "@/lib/insight-api";
+
+export type Insight = InsightsHistoryPage["insights"][number];
+
+export type InsightType = Insight["type"];
+export type InsightSeverity = Insight["severity"];
+export type InsightSentiment = Insight["sentiment"];
+export type InsightStatus = NonNullable<Insight["status"]>;
+export type InsightResolvedReason = NonNullable<Insight["resolvedReason"]>;
+export type InsightMetric = NonNullable<Insight["metrics"]>[number];
+export type InsightMetricFormat = InsightMetric["format"];
+export type InsightEvidence = NonNullable<Insight["evidence"]>[number];
+export type InvestigationDepth = NonNullable<Insight["investigationDepth"]>;
+export type InsightAction = NonNullable<Insight["actions"]>[number];
+export type InsightActionType = InsightAction["type"];

From d74769c7e6451d63fb407e40dd3dc98d41230675 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:33:17 +0300
Subject: [PATCH 112/129] docs(marketing): refresh marketing pages and product
 copy

---
 apps/docs/app/(home)/about/page.tsx           |  4 +-
 apps/docs/app/(home)/databunny/page.tsx       |  4 +-
 .../app/(home)/manifesto/manifesto-data.ts    |  2 +-
 apps/docs/app/(home)/page.tsx                 |  8 +-
 .../pricing/_pricing/gated-feature-rows.tsx   |  2 +-
 apps/docs/app/(home)/roadmap/roadmap-data.ts  | 14 ++--
 apps/docs/app/(home)/terms/page.tsx           |  2 +-
 apps/docs/components/compare/stats-cards.tsx  |  2 +-
 apps/docs/components/landing/hero.tsx         |  2 +-
 .../landing/home-insights-showcase.tsx        |  4 +-
 apps/docs/components/navbar-features-menu.tsx |  2 +-
 apps/docs/components/structured-data.tsx      |  4 +-
 .../content/blogs/we-are-gdpr-compliant.mdx   |  5 +-
 apps/docs/content/docs/api/mcp.mdx            |  6 +-
 apps/docs/content/docs/index.mdx              |  4 +-
 .../privacy/cookieless-analytics-guide.mdx    |  2 +-
 apps/docs/lib/comparison-config.ts            | 78 +++++++++----------
 apps/docs/lib/home-seo.ts                     |  2 +-
 apps/docs/lib/programmatic-comparison-seo.ts  |  4 +-
 apps/docs/public/pricing.md                   |  2 +-
 20 files changed, 76 insertions(+), 77 deletions(-)

diff --git a/apps/docs/app/(home)/about/page.tsx b/apps/docs/app/(home)/about/page.tsx
index df6166555..bcb83dba9 100644
--- a/apps/docs/app/(home)/about/page.tsx
+++ b/apps/docs/app/(home)/about/page.tsx
@@ -65,8 +65,8 @@ export default function AboutPage() {
 								that want useful product data without turning their websites
 								into surveillance systems. The platform brings website
 								analytics, error tracking, Core Web Vitals, feature flags, short
-								links, uptime monitoring, and AI insights into one product with
-								a small client footprint and a clear API surface.
+								links, uptime monitoring, and automatic findings into one
+								product with a small client footprint and a clear API surface.
 							</p>
 							<p>
 								The product is designed for teams that care about speed,
diff --git a/apps/docs/app/(home)/databunny/page.tsx b/apps/docs/app/(home)/databunny/page.tsx
index 50849284d..095012096 100644
--- a/apps/docs/app/(home)/databunny/page.tsx
+++ b/apps/docs/app/(home)/databunny/page.tsx
@@ -54,12 +54,12 @@ const FAQ_ITEMS = [
 	{
 		question: "Can findings go to Slack?",
 		answer:
-			"Yes. Add one or more Slack channels to the organization schedule. After each analysis, websites with new findings post them to those channels.",
+			"Yes. Add Slack channels to the organization. After each analysis, websites with new findings post them there.",
 	},
 	{
 		question: "Is Databunny included in all plans?",
 		answer:
-			"Every plan includes a Databunny usage allowance for questions and analysis. Free includes 10 usage units each month; deeper investigations can use more of the allowance than simple questions.",
+			"Every plan includes a Databunny usage allowance for questions and analysis. Free includes 10 usage units each month; deeper analysis can use more of the allowance than simple questions.",
 	},
 ] as const;
 
diff --git a/apps/docs/app/(home)/manifesto/manifesto-data.ts b/apps/docs/app/(home)/manifesto/manifesto-data.ts
index cde9d2409..158af123a 100644
--- a/apps/docs/app/(home)/manifesto/manifesto-data.ts
+++ b/apps/docs/app/(home)/manifesto/manifesto-data.ts
@@ -126,7 +126,7 @@ export const manifestoSections: readonly ManifestoChapter[] = [
 			},
 			{
 				type: "paragraph",
-				text: "Databunny, the AI agent inside Databuddy, answers questions, builds charts, and writes summaries. When you configure a schedule and Slack delivery, it can post the next digest to your chosen channels.",
+				text: "Databunny, the AI agent inside Databuddy, answers questions, builds charts, and writes summaries. When you configure a schedule and Slack delivery, it can send new findings to your chosen channels.",
 			},
 			{
 				type: "paragraph",
diff --git a/apps/docs/app/(home)/page.tsx b/apps/docs/app/(home)/page.tsx
index d05dc30ca..e468463d7 100644
--- a/apps/docs/app/(home)/page.tsx
+++ b/apps/docs/app/(home)/page.tsx
@@ -136,8 +136,8 @@ function AgentSummary() {
 						<p>
 							Databuddy is a privacy-first analytics platform for developers. It
 							combines web analytics, error tracking, Core Web Vitals, feature
-							flags, short links, uptime monitoring, and AI insights in one
-							lightweight product.
+							flags, short links, uptime monitoring, and automatic findings in
+							one lightweight product.
 						</p>
 						<p>
 							AI agents can discover Databuddy through OpenAPI, llms.txt,
@@ -172,14 +172,14 @@ export default async function HomePage({ searchParams }: HomePageProps) {
 						value: {
 							name: "Databuddy",
 							description:
-								"Privacy-first developer analytics with error tracking, web vitals, feature flags, short links, and AI insights in one lightweight script.",
+								"Privacy-first developer analytics with error tracking, web vitals, feature flags, short links, and automatic findings in one lightweight script.",
 							featureList: [
 								"Privacy-first web analytics",
 								"Error tracking",
 								"Core Web Vitals monitoring",
 								"Feature flags",
 								"Short link analytics",
-								"AI analytics insights",
+								"Automatic findings",
 								"REST API",
 								"Model Context Protocol server",
 							],
diff --git a/apps/docs/app/(home)/pricing/_pricing/gated-feature-rows.tsx b/apps/docs/app/(home)/pricing/_pricing/gated-feature-rows.tsx
index 61e31b156..2dad217dd 100644
--- a/apps/docs/app/(home)/pricing/_pricing/gated-feature-rows.tsx
+++ b/apps/docs/app/(home)/pricing/_pricing/gated-feature-rows.tsx
@@ -135,7 +135,7 @@ const PLATFORM_FEATURES: PlatformFeature[] = [
 	{ name: "Team Members", description: "Unlimited seats on all plans" },
 	{ name: "Websites", description: "Unlimited websites on all plans" },
 	{ name: "API Access", description: "REST API with scoped API keys" },
-	{ name: "Slack Integration", description: "Alerts and digests in Slack" },
+	{ name: "Slack Integration", description: "Alerts and findings in Slack" },
 	{ name: "SDKs", description: "JavaScript, React, Vue, Swift" },
 ];
 
diff --git a/apps/docs/app/(home)/roadmap/roadmap-data.ts b/apps/docs/app/(home)/roadmap/roadmap-data.ts
index ed832d289..c63bbc582 100644
--- a/apps/docs/app/(home)/roadmap/roadmap-data.ts
+++ b/apps/docs/app/(home)/roadmap/roadmap-data.ts
@@ -62,7 +62,7 @@ export const roadmapItems: RoadmapItem[] = [
 		features: [
 			"LCP/FCP/CLS/INP/TTFB",
 			"Real Experience Score",
-			"Performance insights",
+			"Performance findings",
 			"Threshold alerts",
 		],
 		assignees: ["core-team"],
@@ -187,9 +187,9 @@ export const roadmapItems: RoadmapItem[] = [
 	},
 	{
 		id: "smart-insights",
-		title: "Smart Insights",
+		title: "Automatic Findings",
 		description:
-			"Automated insights for anomalies, errors, and performance issues",
+			"Automatic findings for anomalies, errors, and performance issues",
 		status: "completed",
 		priority: "medium",
 		category: "AI",
@@ -203,7 +203,7 @@ export const roadmapItems: RoadmapItem[] = [
 			"Uptime issues",
 		],
 		assignees: ["ai-team"],
-		tags: ["insights", "automation"],
+		tags: ["findings", "automation"],
 	},
 	{
 		id: "notifications",
@@ -290,7 +290,7 @@ export const roadmapItems: RoadmapItem[] = [
 	{
 		id: "ai-capabilities",
 		title: "Advanced AI Features",
-		description: "Anomaly detection, correlation engine, and auto-insights",
+		description: "Anomaly detection, AI analysis, and automatic findings",
 		status: "in-progress",
 		priority: "high",
 		category: "AI",
@@ -298,7 +298,7 @@ export const roadmapItems: RoadmapItem[] = [
 		features: [
 			"Anomaly detection",
 			"Correlation engine",
-			"Auto-generated insights",
+			"Automatic findings",
 			"Weekly summaries",
 		],
 		assignees: ["ai-team"],
@@ -489,7 +489,7 @@ export const roadmapMilestones: RoadmapMilestone[] = [
 	{
 		id: "ai-observability",
 		title: "AI Observability",
-		description: "LLM analytics, smart insights, and cost tracking",
+		description: "LLM analytics, automatic findings, and cost tracking",
 		targetDate: "2026-01-14",
 		status: "completed",
 		items: ["llm-analytics", "smart-insights"],
diff --git a/apps/docs/app/(home)/terms/page.tsx b/apps/docs/app/(home)/terms/page.tsx
index 357d7632d..5d2ccb18a 100644
--- a/apps/docs/app/(home)/terms/page.tsx
+++ b/apps/docs/app/(home)/terms/page.tsx
@@ -38,7 +38,7 @@ export default function TermsPage() {
 				page={{
 					title,
 					description:
-						"Experience powerful, privacy-first analytics that matches Google Analytics feature-for-feature without compromising user data. Zero cookies required, 100% data ownership, and AI-powered insights to help your business grow while staying compliant.",
+						"Experience powerful, privacy-first analytics that matches Google Analytics feature-for-feature without compromising user data. Zero cookies required, 100% data ownership, and automatic findings to help your business grow while staying compliant.",
 					url,
 				}}
 			/>
diff --git a/apps/docs/components/compare/stats-cards.tsx b/apps/docs/components/compare/stats-cards.tsx
index 52d7b122e..428c75de2 100644
--- a/apps/docs/components/compare/stats-cards.tsx
+++ b/apps/docs/components/compare/stats-cards.tsx
@@ -20,7 +20,7 @@ export function StatsCards({
 					<div>
 						<h3 className="font-semibold text-lg text-primary">Databuddy</h3>
 						<p className="text-muted-foreground text-xs">
-							Privacy-first analytics with AI insights
+							Privacy-first analytics with automatic findings
 						</p>
 					</div>
 					<Badge className="bg-primary text-primary-foreground">
diff --git a/apps/docs/components/landing/hero.tsx b/apps/docs/components/landing/hero.tsx
index 0eb42d717..72518ff0f 100644
--- a/apps/docs/components/landing/hero.tsx
+++ b/apps/docs/components/landing/hero.tsx
@@ -366,7 +366,7 @@ export default function Hero({
 
 					<p className="z-10 max-w-2xl text-muted-foreground text-sm sm:text-base lg:text-lg">
 						Databuddy tracks visits, events, errors, funnels, and rollouts, then
-						surfaces the important answers as insight cards with evidence and a
+						surfaces the important answers as finding cards with evidence and a
 						next step attached.
 					</p>
 
diff --git a/apps/docs/components/landing/home-insights-showcase.tsx b/apps/docs/components/landing/home-insights-showcase.tsx
index 4648941c0..8eb4667eb 100644
--- a/apps/docs/components/landing/home-insights-showcase.tsx
+++ b/apps/docs/components/landing/home-insights-showcase.tsx
@@ -75,7 +75,7 @@ export function HomeInsightsShowcase() {
 					>
 						<div className="relative aspect-[3/4] w-full overflow-hidden sm:aspect-[2986/1668]">
 							<Image
-								alt="Databuddy dashboard home showing actionable insights, monitors, and website snapshot cards."
+								alt="Databuddy dashboard home showing findings, monitors, and website snapshot cards."
 								className="h-full w-full object-cover object-left-top opacity-95"
 								height={1668}
 								priority
@@ -89,7 +89,7 @@ export function HomeInsightsShowcase() {
 								<span className="flex size-6 items-center justify-center rounded bg-primary/12 text-primary">
 									<LightbulbIcon className="size-3.5" weight="duotone" />
 								</span>
-								<p className="font-medium text-xs">Insight cards live here</p>
+								<p className="font-medium text-xs">Finding cards live here</p>
 							</div>
 							<p className="mt-1.5 text-[11px] text-muted-foreground leading-relaxed">
 								The dashboard starts with the highest-impact answers, not an
diff --git a/apps/docs/components/navbar-features-menu.tsx b/apps/docs/components/navbar-features-menu.tsx
index 8421bfe97..1fc18985a 100644
--- a/apps/docs/components/navbar-features-menu.tsx
+++ b/apps/docs/components/navbar-features-menu.tsx
@@ -65,7 +65,7 @@ const FEATURE_ITEMS: FeatureItem[] = [
 	},
 	{
 		title: "Databunny",
-		description: "AI agent, insights, and anomaly detection",
+		description: "AI agent, findings, and anomaly detection",
 		href: "/databunny",
 		icon: RobotIcon,
 		trackId: "databunny",
diff --git a/apps/docs/components/structured-data.tsx b/apps/docs/components/structured-data.tsx
index 9f08b3f3b..87475a7b5 100644
--- a/apps/docs/components/structured-data.tsx
+++ b/apps/docs/components/structured-data.tsx
@@ -262,7 +262,7 @@ export function StructuredData({
 		"@id": serviceId,
 		name: "Databuddy privacy-first analytics",
 		description:
-			"Privacy-first analytics, error tracking, Core Web Vitals monitoring, feature flags, short links, uptime, and AI insights for developer teams.",
+			"Privacy-first analytics, error tracking, Core Web Vitals monitoring, feature flags, short links, uptime, and automatic findings for developer teams.",
 		provider: { "@type": "Organization", "@id": orgId },
 		serviceType: "Web analytics software",
 		areaServed: "Worldwide",
@@ -346,7 +346,7 @@ export function StructuredData({
 				name: app.name ?? "Databuddy",
 				description:
 					app.description ??
-					"Privacy-first analytics, error tracking, web vitals, feature flags, short links, and AI insights for developer teams.",
+					"Privacy-first analytics, error tracking, web vitals, feature flags, short links, and automatic findings for developer teams.",
 				applicationCategory: "BusinessApplication",
 				operatingSystem: "Web",
 				url: baseUrl,
diff --git a/apps/docs/content/blogs/we-are-gdpr-compliant.mdx b/apps/docs/content/blogs/we-are-gdpr-compliant.mdx
index c48bb5cbe..5d25d0d4b 100644
--- a/apps/docs/content/blogs/we-are-gdpr-compliant.mdx
+++ b/apps/docs/content/blogs/we-are-gdpr-compliant.mdx
@@ -549,9 +549,8 @@ All Databuddy customers receive:
 ## 🎉 **Ready to Go Privacy-First?**
 
 <Callout title="Join the Privacy Revolution" type="success">
-  **10,000+ websites** have already switched to privacy-first analytics. No
-  consent banners, no legal complications, just powerful insights that respect
-  your users.
+  Add Databuddy alongside your current analytics, validate the results, and
+  switch when the setup meets your needs.
 </Callout>
 
 ### 🎯 **What You Get With Databuddy**
diff --git a/apps/docs/content/docs/api/mcp.mdx b/apps/docs/content/docs/api/mcp.mdx
index 8afd027e2..5c615925b 100644
--- a/apps/docs/content/docs/api/mcp.mdx
+++ b/apps/docs/content/docs/api/mcp.mdx
@@ -105,11 +105,11 @@ Add to your MCP settings (typically `.cursor/mcp.json` or workspace settings):
 | `get_schema` | ClickHouse column definitions. Use when a field name is uncertain. |
 | `list_websites` | List websites accessible to the authenticated key. |
 
-### Insights
+### Findings
 
 | Tool | Description |
 |------|-------------|
-| `summarize_insights` | Pre-built insight summaries for a website. |
+| `summarize_insights` | Stored findings for a website. |
 | `compare_metric` | Compare metrics across two time periods. |
 | `top_movers` | Find dimensions with the largest changes. |
 | `detect_anomalies` | Detect anomalies in your metrics. |
@@ -224,7 +224,7 @@ Tools are filtered based on your API key's scopes:
 
 | Scope | Tools |
 |-------|-------|
-| `read:data` | All analytics, insights, schema, and read-only tools |
+| `read:data` | All analytics, findings, schema, and read-only tools |
 | `manage:config` | Feature flag mutations, link mutations, memory writes |
 
 Session-authenticated users (via the dashboard) get access based on their organization role instead.
diff --git a/apps/docs/content/docs/index.mdx b/apps/docs/content/docs/index.mdx
index afbd361f7..dd697029c 100644
--- a/apps/docs/content/docs/index.mdx
+++ b/apps/docs/content/docs/index.mdx
@@ -23,8 +23,8 @@ Databuddy is a lightweight analytics platform for developers. One asynchronous b
   <Card title="No Cookies, No Banners" href="/docs/security">
     Cookieless tracking. GDPR, CCPA, and ePrivacy compliant by default.
   </Card>
-  <Card title="AI-Powered Insights" href="/docs/dashboard">
-    Ask questions in plain English. Get charts and answers, not more dashboards.
+  <Card title="Databunny" href="/docs/dashboard">
+    Ask questions in plain English or schedule analysis that saves important findings.
   </Card>
   <Card title="Works With Your Stack" href="/docs/Integrations">
     Next.js, React, Vue, WordPress, Shopify. Install in under 5 minutes.
diff --git a/apps/docs/content/docs/privacy/cookieless-analytics-guide.mdx b/apps/docs/content/docs/privacy/cookieless-analytics-guide.mdx
index a3caa8364..23a5f9844 100644
--- a/apps/docs/content/docs/privacy/cookieless-analytics-guide.mdx
+++ b/apps/docs/content/docs/privacy/cookieless-analytics-guide.mdx
@@ -489,7 +489,7 @@ observer.observe({ entryTypes: ['resource'] });
 ### Emerging Technologies
 - **Privacy Sandbox**: Google's cookie alternatives
 - **Server-side tracking**: Increased adoption
-- **Automated insights**: Better data analysis
+- **Automated analysis**: Find important changes faster
 - **Edge computing**: Faster, more private processing
 
 ### Industry Trends
diff --git a/apps/docs/lib/comparison-config.ts b/apps/docs/lib/comparison-config.ts
index 650993c06..0a477069f 100644
--- a/apps/docs/lib/comparison-config.ts
+++ b/apps/docs/lib/comparison-config.ts
@@ -142,7 +142,7 @@ export const competitors: Record<string, ComparisonData> = {
 				category: "performance",
 			},
 			{
-				name: "AI insights (Databunny)",
+				name: "Automatic findings (Databunny)",
 				databuddy: true,
 				competitor: true,
 				benefit: "Ask questions in plain English vs navigating complex reports",
@@ -273,17 +273,17 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs Plausible",
 			description:
-				"Plausible shows you the numbers. Databuddy tells you what they mean. Same privacy values, dramatically more signal - with AI insights, product analytics, and a free plan.",
+				"Plausible focuses on traffic totals. Databuddy adds product analytics, automatic findings, and a free plan.",
 			cta: "Compare analytics capabilities",
 		},
 		seo: {
 			title: "Databuddy vs Plausible: Complete Analytics Comparison 2026",
 			description:
-				"Compare Databuddy and Plausible analytics. Databuddy offers AI insights, product analytics, user identification, and a free plan that Plausible doesn't have.",
+				"Compare Databuddy and Plausible analytics. Databuddy offers automatic findings, product analytics, user identification, and a free plan that Plausible doesn't have.",
 		},
 		features: [
 			{
-				name: "AI-powered insights (Databunny)",
+				name: "Automatic findings (Databunny)",
 				databuddy: true,
 				competitor: false,
 				benefit: "Ask questions in plain English, get instant answers",
@@ -402,7 +402,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "What does Databuddy have that Plausible doesn't?",
 				answer:
-					"Product analytics with user-level tracking, AI-powered insights, user identification, feature flags, uptime monitoring, custom dashboards, raw data export, and a free forever plan.",
+					"Product analytics with user-level tracking, automatic findings, user identification, feature flags, uptime monitoring, custom dashboards, raw data export, and a free forever plan.",
 			},
 			{
 				question: "Is Databuddy open source?",
@@ -432,7 +432,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: "Free",
 			},
 			{
-				pageviews: "AI insights",
+				pageviews: "Automatic findings",
 				competitor: "Not available",
 				databuddy: "Free",
 			},
@@ -465,13 +465,13 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs Fathom Analytics",
 			description:
-				"Fathom is great for simple traffic stats. When you need to understand your users, you need Databuddy - product analytics, AI-powered insights, and a free plan. Same privacy values, dramatically more signal.",
+				"Fathom focuses on traffic stats. Databuddy adds product analytics, automatic findings, and a free plan.",
 			cta: "Get more for less",
 		},
 		seo: {
 			title: "Databuddy vs Fathom Analytics: Feature & Price Comparison 2026",
 			description:
-				"Compare Databuddy and Fathom Analytics. See why Databuddy offers AI insights, product analytics, and a free tier for privacy-first analytics.",
+				"Compare Databuddy and Fathom Analytics. See why Databuddy offers automatic findings, product analytics, and a free tier for privacy-first analytics.",
 		},
 		features: [
 			{
@@ -579,7 +579,7 @@ export const competitors: Record<string, ComparisonData> = {
 				name: "Team collaboration",
 				databuddy: true,
 				competitor: true,
-				benefit: "Share insights across your organization",
+				benefit: "Share findings across your organization",
 				category: "features",
 			},
 			{
@@ -614,7 +614,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "What does Databuddy have that Fathom doesn't?",
 				answer:
-					"AI-powered insights, product analytics, custom dashboards, funnels and goals, self-hosting, uptime monitoring, and a free forever plan.",
+					"Automatic findings, product analytics, custom dashboards, funnels and goals, self-hosting, uptime monitoring, and a free forever plan.",
 			},
 		],
 		pricingTiers: [
@@ -672,7 +672,7 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs PostHog",
 			description:
-				"PostHog is 10+ products. You're probably only using 2. Databuddy gives you what matters - analytics and AI insights - at 1/17th the script size.",
+				"PostHog is 10+ products. You're probably only using 2. Databuddy gives you what matters - analytics and automatic findings - at 1/17th the script size.",
 			cta: "Lighter, faster, AI-native analytics",
 		},
 		seo: {
@@ -682,7 +682,7 @@ export const competitors: Record<string, ComparisonData> = {
 		},
 		features: [
 			{
-				name: "AI insights (Databunny NLP)",
+				name: "Automatic findings (Databunny NLP)",
 				databuddy: true,
 				competitor: false,
 				benefit: "Ask questions in plain English, get instant answers",
@@ -807,7 +807,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Does Databuddy have session replay?",
 				answer:
-					"Not yet. If session replay is critical for your workflow, PostHog is the better choice. Databuddy focuses on analytics, AI insights, and product analytics.",
+					"Not yet. If session replay is critical for your workflow, PostHog is the better choice. Databuddy focuses on analytics, automatic findings, and product analytics.",
 			},
 			{
 				question: "Why choose Databuddy over PostHog?",
@@ -854,17 +854,17 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs Umami",
 			description:
-				"Same privacy values, dramatically more signal. Umami shows numbers - Databuddy shows what they mean with AI insights, product analytics, and user identification.",
+				"Umami focuses on traffic totals. Databuddy adds automatic findings, product analytics, and user identification.",
 			cta: "Beyond basic analytics",
 		},
 		seo: {
 			title: "Databuddy vs Umami: Analytics Comparison 2026",
 			description:
-				"Compare Databuddy and Umami analytics. Both are open-source and privacy-first. Databuddy adds AI insights, product analytics, and user identification.",
+				"Compare Databuddy and Umami analytics. Both are open-source and privacy-first. Databuddy adds automatic findings, product analytics, and user identification.",
 		},
 		features: [
 			{
-				name: "AI insights (Databunny NLP)",
+				name: "Automatic findings (Databunny NLP)",
 				databuddy: true,
 				competitor: false,
 				benefit: "Ask questions in plain English, get instant answers",
@@ -981,7 +981,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Which is better for developers?",
 				answer:
-					"Both are developer-friendly. If you just need basic pageview analytics, Umami is great. If you want AI insights, product analytics, and feature flags alongside web analytics, Databuddy is the better fit.",
+					"Both are developer-friendly. If you just need basic pageview analytics, Umami is great. If you want automatic findings, product analytics, and feature flags alongside web analytics, Databuddy is the better fit.",
 			},
 		],
 		pricingTiers: [
@@ -1001,7 +1001,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: "Paid plan",
 			},
 			{
-				pageviews: "AI insights",
+				pageviews: "Automatic findings",
 				competitor: "Not available",
 				databuddy: "Included",
 			},
@@ -1034,7 +1034,7 @@ export const competitors: Record<string, ComparisonData> = {
 		seo: {
 			title: "Databuddy vs Mixpanel: Simpler Product Analytics 2026",
 			description:
-				"Compare Databuddy and Mixpanel. Databuddy unifies web and product analytics with AI insights, simpler setup, and a free plan - no data team required.",
+				"Compare Databuddy and Mixpanel. Databuddy unifies web and product analytics with automatic findings, simpler setup, and a free plan - no data team required.",
 		},
 		features: [
 			{
@@ -1154,7 +1154,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Can I switch from Mixpanel to Databuddy?",
 				answer:
-					"Yes. Add the Databuddy script and start tracking immediately. For product analytics, you'll get AI-powered insights without the complex event instrumentation Mixpanel requires.",
+					"Yes. Add the Databuddy script and start tracking immediately. For product analytics, you'll get automatic findings without the complex event instrumentation Mixpanel requires.",
 			},
 		],
 		pricingTiers: [
@@ -1174,7 +1174,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: "Included",
 			},
 			{
-				pageviews: "AI insights",
+				pageviews: "Automatic findings",
 				competitor: "Not available",
 				databuddy: "Included",
 			},
@@ -1201,8 +1201,8 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs Amplitude",
 			description:
-				"Amplitude is built for companies with analysts. Databuddy is built for founders without one. Same behavioral insights, powered by AI, at a fraction of the cost.",
-			cta: "Enterprise insights without the enterprise price",
+				"Amplitude is built for data teams. Databuddy gives startups simpler product analytics with an AI agent and transparent pricing.",
+			cta: "Product analytics without a data team",
 		},
 		seo: {
 			title: "Databuddy vs Amplitude: Analytics for Startups 2026",
@@ -1350,7 +1350,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: "Contact us",
 			},
 			{
-				pageviews: "AI insights",
+				pageviews: "Automatic findings",
 				competitor: "Not available",
 				databuddy: "Included",
 			},
@@ -1377,13 +1377,13 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs Rybbit",
 			description:
-				"We share the same values on privacy. We disagree on whether AI should help you understand your data. Same cookieless analytics, opposite bets on insights.",
+				"Both are cookieless and privacy-first. Databuddy adds an AI agent, automatic findings, and product analytics.",
 			cta: "Analytics that tells you what your data means",
 		},
 		seo: {
 			title: "Databuddy vs Rybbit: Analytics Comparison 2026",
 			description:
-				"Compare Databuddy and Rybbit analytics. Both are open-source and privacy-first. Databuddy adds AI insights, product analytics, and user identification.",
+				"Compare Databuddy and Rybbit analytics. Both are open-source and privacy-first. Databuddy adds automatic findings, product analytics, and user identification.",
 		},
 		features: [
 			{
@@ -1488,7 +1488,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Does Rybbit have AI analytics?",
 				answer:
-					"No. Rybbit's founder has publicly stated that NLP-powered analytics insights are unnecessary. Databuddy's users disagree - Databunny is one of the most requested features.",
+					"Check Rybbit's current feature list. Databuddy includes Databunny for plain-English questions and automatic findings.",
 			},
 			{
 				question: "Is Rybbit free?",
@@ -1498,7 +1498,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Which has better privacy?",
 				answer:
-					"Both are excellent on privacy - cookieless, GDPR compliant, open-source. Neither collects personal data. The choice comes down to whether you want AI insights and product analytics.",
+					"Both are excellent on privacy - cookieless, GDPR compliant, open-source. Neither collects personal data. The choice comes down to whether you want automatic findings and product analytics.",
 			},
 		],
 		pricingTiers: [
@@ -1513,7 +1513,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: "Free (10K events)",
 			},
 			{
-				pageviews: "AI insights",
+				pageviews: "Automatic findings",
 				competitor: "Not available",
 				databuddy: "Included",
 			},
@@ -1540,18 +1540,18 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs Vercel Analytics",
 			description:
-				"Vercel Analytics is built for Vercel. Databuddy is built for your stack. Same framework-native feel, but with error tracking, feature flags, AI insights, and a free tier that works on any host.",
+				"Vercel Analytics is built for Vercel. Databuddy is built for your stack. Same framework-native feel, but with error tracking, feature flags, automatic findings, and a free tier that works on any host.",
 			cta: "Full analytics on any platform",
 		},
 		seo: {
 			title:
 				"Databuddy vs Vercel Analytics: Next.js Analytics Alternative 2026",
 			description:
-				"Compare Databuddy and Vercel Analytics for Next.js and React apps. Databuddy adds error tracking, feature flags, AI insights, and works on any hosting provider.",
+				"Compare Databuddy and Vercel Analytics for Next.js and React apps. Databuddy adds error tracking, feature flags, automatic findings, and works on any hosting provider.",
 		},
 		features: [
 			{
-				name: "AI insights (Databunny NLP)",
+				name: "Automatic findings (Databunny NLP)",
 				databuddy: true,
 				competitor: false,
 				benefit:
@@ -1685,12 +1685,12 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Does Vercel Analytics have error tracking?",
 				answer:
-					"No. Vercel Analytics tracks pageviews and Web Vitals only. For error tracking you need a separate tool. Databuddy includes error tracking, feature flags, and AI insights in the same script.",
+					"No. Vercel Analytics tracks pageviews and Web Vitals only. For error tracking you need a separate tool. Databuddy includes error tracking, feature flags, and automatic findings in the same script.",
 			},
 			{
 				question: "Why choose Databuddy over Vercel Analytics?",
 				answer:
-					"If you only need basic pageview counts on Vercel, Vercel Analytics is fine. If you want error tracking, feature flags, AI-powered insights, custom events, funnels, and the freedom to host anywhere, Databuddy is the better choice.",
+					"If you only need basic pageview counts on Vercel, Vercel Analytics is fine. If you want error tracking, feature flags, automatic findings, custom events, funnels, and the freedom to host anywhere, Databuddy is the better choice.",
 			},
 		],
 		pricingTiers: [
@@ -1715,7 +1715,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: "Included",
 			},
 			{
-				pageviews: "AI insights",
+				pageviews: "Automatic findings",
 				competitor: "Not available",
 				databuddy: "Included",
 			},
@@ -1737,13 +1737,13 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs Matomo",
 			description:
-				"Matomo has been the privacy-first standard since 2007, and the UX shows. Databuddy was built for how modern startup teams actually work - with AI insights out of the box.",
+				"Matomo has been the privacy-first standard since 2007, and the UX shows. Databuddy was built for how modern startup teams actually work - with automatic findings out of the box.",
 			cta: "Modern analytics, same privacy values",
 		},
 		seo: {
 			title: "Databuddy vs Matomo: Modern Analytics Alternative 2026",
 			description:
-				"Compare Databuddy and Matomo. Both are open-source and privacy-first. Databuddy offers a modern UI, AI insights, and simpler self-hosting without the PHP stack.",
+				"Compare Databuddy and Matomo. Both are open-source and privacy-first. Databuddy offers a modern UI, automatic findings, and simpler self-hosting without the PHP stack.",
 		},
 		features: [
 			{
@@ -1862,7 +1862,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Is Matomo's UI outdated?",
 				answer:
-					"Matomo has been around since 2007 (originally Piwik) and its interface reflects that legacy. Databuddy was built from scratch for modern teams with a clean, real-time dashboard and AI-powered insights.",
+					"Matomo has been around since 2007 (originally Piwik) and its interface reflects that legacy. Databuddy was built from scratch for modern teams with a clean, real-time dashboard and automatic findings.",
 			},
 			{
 				question: "Is Matomo hard to self-host?",
@@ -1902,7 +1902,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: "Not available",
 			},
 			{
-				pageviews: "AI insights",
+				pageviews: "Automatic findings",
 				competitor: "Not available",
 				databuddy: "Included",
 			},
diff --git a/apps/docs/lib/home-seo.ts b/apps/docs/lib/home-seo.ts
index f4e5b5125..f5dc2c937 100644
--- a/apps/docs/lib/home-seo.ts
+++ b/apps/docs/lib/home-seo.ts
@@ -3,7 +3,7 @@ import { SITE_URL } from "@/app/util/constants";
 export const homePageSeo = {
 	title: "Lightweight Analytics for Developers - One Connected Platform",
 	description:
-		"Analytics, error tracking, web vitals, feature flags, and AI insights in one connected platform. No cookies, GDPR compliant. Free for small projects. Open-source Google Analytics alternative for developers.",
+		"Analytics, error tracking, web vitals, feature flags, and automatic findings in one connected platform. No cookies, GDPR compliant. Free for small projects. Open-source Google Analytics alternative for developers.",
 	url: SITE_URL,
 } as const;
 
diff --git a/apps/docs/lib/programmatic-comparison-seo.ts b/apps/docs/lib/programmatic-comparison-seo.ts
index 9dbfdfd6f..7623195f7 100644
--- a/apps/docs/lib/programmatic-comparison-seo.ts
+++ b/apps/docs/lib/programmatic-comparison-seo.ts
@@ -22,7 +22,7 @@ export function getProgrammaticComparisonSeo(
 
 	if (variant === "alternative") {
 		const description = trimMetaDescription(
-			`Best ${name} alternative (${YEAR}): cookieless analytics, AI insights, and product analytics. Compare pricing (${competitor.pricing.starting} vs free), features, and migration.`
+			`Best ${name} alternative (${YEAR}): cookieless analytics, automatic findings, and product analytics. Compare pricing (${competitor.pricing.starting} vs free), features, and migration.`
 		);
 		return {
 			title: `Alternative to ${name} (${YEAR}) [Pricing & Features] | Databuddy`,
@@ -31,7 +31,7 @@ export function getProgrammaticComparisonSeo(
 	}
 
 	const description = trimMetaDescription(
-		`Switch from ${name} to Databuddy (${YEAR}). Compare features, pricing, AI insights, and migration steps before you move.`
+		`Switch from ${name} to Databuddy (${YEAR}). Compare features, pricing, automatic findings, and migration steps before you move.`
 	);
 	return {
 		title: `Switch from ${name} to Databuddy (${YEAR}) - Migration & Comparison`,
diff --git a/apps/docs/public/pricing.md b/apps/docs/public/pricing.md
index a82a8231d..3c51ad233 100644
--- a/apps/docs/public/pricing.md
+++ b/apps/docs/public/pricing.md
@@ -48,7 +48,7 @@ Overage = events **above** the monthly included amount. Cumulative overage is ch
 
 ## Databunny usage
 
-Every cloud plan includes an AI processing allowance for Databunny questions and analysis. This is not a message quota: a simple question can use less of the allowance than a deeper investigation. Hobby and Pro also receive a daily bonus that replenishes each day.
+Every cloud plan includes an AI processing allowance for Databunny questions and analysis. This is not a message quota: a simple question can use less of the allowance than deeper analysis. Hobby and Pro also receive a daily bonus that replenishes each day.
 
 ## Enterprise
 

From 342d0f5ef9e5798871237256b531f1eb2ff6012e Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:33:19 +0300
Subject: [PATCH 113/129] docs(agents): update databuddy-internal skill

---
 .agents/skills/databuddy-internal/SKILL.md | 9 ++++++---
 1 file changed, 6 insertions(+), 3 deletions(-)

diff --git a/.agents/skills/databuddy-internal/SKILL.md b/.agents/skills/databuddy-internal/SKILL.md
index df85eb110..4f6bd741b 100644
--- a/.agents/skills/databuddy-internal/SKILL.md
+++ b/.agents/skills/databuddy-internal/SKILL.md
@@ -37,6 +37,9 @@ Keep additions **minimal**: one bullet, a new `rg` hint, or a routing note—eno
 - Shared agent integrations should call `@databuddy/ai/agent` (`askDatabuddyAgent` / `streamDatabuddyAgent`) instead of importing internal MCP run/history helpers directly.
 - First-party ads attribution work should start by preserving UTMs into registration and signup events only; do not add RPC plumbing, conversion destinations, env hooks, tables, workers, or UI until explicitly needed.
 - Insights generation logic belongs in `apps/insights` and should reuse `@databuddy/ai`; `apps/api` should only read insight data or queue runs, not own prompts, model calls, tool loops, validation, or persistence orchestration.
+- Automated insight digests have one organization-wide schedule (`off`, `daily`, or `weekly`) and one organization-wide delivery set; website selection is only for manual runs. Do not reintroduce per-website overrides, hourly/custom cadence, or cron input.
+- Insight run items are execution metadata, not rendered insight content; previews should use run status/counts or query real insights, never infer titles or bodies from run items.
+- Insight Slack delivery must resolve each channel binding to its active same-organization integration; never choose an arbitrary organization bot token.
 - Agent ClickHouse SQL must use the canonical analytics.events schema: `client_id`, `time`, `path`, `event_name`, and pageviews as `event_name = 'screen_view'`; never `website_id`, `created_at`, `page_path`, `event_type`, or `pageview`.
 - Slack agent evals live in `packages/evals`: use `bun run eval --surface slack` for the whole Slack surface. `--tag slack` is only a tiny smoke subset, and `cost_fallback` in agent telemetry is pricing-catalog fallback, not proof the model request fell back.
 - Slack agent expected stops such as exhausted Databunny credits should throw `DatabuddyAgentUserError` from `@databuddy/ai/agent/errors`; Slack surfaces those messages directly and reserves the generic reconnect copy for real infrastructure failures.
@@ -110,7 +113,7 @@ Read [codebase-map.md](./references/codebase-map.md) when you need deeper routin
 - Funnel rows keep the action menu outside the main toggle button; put row padding on the sibling `Button`, not only on `List.Row`, so the visible row surface is clickable without nesting buttons.
 - Demo website navigation must be public-safe and route-backed; hide sensitive, configuration-heavy, or unavailable website features such as Agent, Feature Flags, Revenue, Users, Realtime, Anomalies, and website Settings instead of inheriting the full website nav. Goals and Funnels may be public demo surfaces, but keep them read-only.
 - Dashboard definitions for feature flags and target groups are admin surfaces; do not expose even sanitized rows to demo-tier/public website access.
-- Insights merged feed (`use-insights-feed`) collapses history + AI by `insightSignalDedupeKey` in `apps/dashboard/lib/insight-signal-key.ts` so the list is one row per signal (latest wins).
+- Insights feed (`use-insights-feed`) collapses persisted history by `insightSignalDedupeKey` in `apps/dashboard/lib/insight-signal-key.ts` so the list is one row per signal (latest wins); reads must not invoke AI generation.
 - Insights page (`app/(main)/insights`) should stay focused on the brief + signal queue; do not add generic global analytics KPI cards or top pages/referrers/countries tables there.
 - Theme: `apps/dashboard/app/globals.css`. **`--border` is intentionally subtle**; do not crank it darker for “contrast” unless **iza** asks—prefer text tokens or layout for readability.
 - Website analytics filters are two-way synced between Jotai and the `filters` URL param in `app/(main)/websites/[id]/layout.tsx`; guard URL-driven atom writes from echoing stale atom state back into `nuqs`, or adding a filter can lock the page during form submit.
@@ -140,10 +143,10 @@ Read [codebase-map.md](./references/codebase-map.md) when you need deeper routin
 
 ## Billing (Autumn)
 
+- Transactional billing email identity has three separate concepts: Autumn customer/billing owner, organization, and actual `to` recipient. Only personalize from the actual recipient record; if it is unavailable, omit the greeting rather than using the owner name. Keep `agent_credits` as an internal feature ID, but describe it to customers as Databunny usage or an AI analysis allowance and explain what it enables.
 - `autumn-js` v1.2.2+ — import `autumnHandler` from `autumn-js/fetch` (NOT `autumn-js/elysia`, that export was removed in v1.0)
 - For Elysia, mount with `.mount(autumnHandler(...))` — NOT `.use()`
 - `identify` callback receives `(request: Request)` directly, not `({ request })`
-- Transactional billing email identity has three separate concepts: Autumn customer/billing owner, organization, and actual `to` recipient. Only personalize from the actual recipient record; if it is unavailable, omit the greeting rather than using the owner name. Keep `agent_credits` as an internal feature ID, but describe it to customers as Databunny usage or an AI analysis allowance and explain what it enables.
 - Webhook event types: `balances.limit_reached` (replaces old `customer.threshold_reached`), `customer.products.updated`, `balances.usage_alert_triggered`
 - `balances.limit_reached` payload is flat: `{ customer_id, feature_id, entity_id?, limit_type }` — no full customer object
 - SDK `Customer` type uses camelCase (`balances`, `subscriptions`, `overageAllowed`), but **webhook payloads are snake_case** and use old field names (`features`, `products`, `included_usage`, `overage_allowed`) — do NOT use the SDK `Customer` type for webhooks
@@ -170,10 +173,10 @@ Read [codebase-map.md](./references/codebase-map.md) when you need deeper routin
 
 - Published SDK logic: `packages/sdk/src`
 - Browser tracker bundle: `packages/tracker/src`
+- When a retryable batch failure restores events to an in-memory queue, it must also restore an automatic retry timer with capped backoff; requeueing alone silently stalls delivery.
 - Public SDK/tracker visitor ID privacy is only `anonymizeVisitorIds` (`true`/omitted = anonymized, `false` = raw IDs, `"auto"` = raw only in Databuddy's conservative country allowlist).
 - Keep visitor ID privacy internals small and direct; avoid exported helper stacks or storage/hashing vocabulary for this option.
 - If the user reports missing analytics events, inspect both the producer side and `apps/basket`
-- When a retryable batch failure restores events to an in-memory queue, it must also restore an automatic retry timer with capped backoff; requeueing alone silently stalls delivery.
 
 ## Verification
 

From 1abc7025539036394f43a1de66a59d24449478a6 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:33:19 +0300
Subject: [PATCH 114/129] chore(deps): sync lockfile

---
 bun.lock | 1 +
 1 file changed, 1 insertion(+)

diff --git a/bun.lock b/bun.lock
index 2bd75566c..9a2dcf4f1 100644
--- a/bun.lock
+++ b/bun.lock
@@ -530,6 +530,7 @@
       "dependencies": {
         "@clickhouse/client": "^1.14.0",
         "@databuddy/cache": "workspace:*",
+        "@databuddy/shared": "workspace:*",
         "@faker-js/faker": "^10.5.0",
         "@neondatabase/serverless": "^1.0.2",
         "drizzle-orm": "catalog:",

From 52f1dd82bb2833e5477cece79e60af09429fe89f Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:36:24 +0300
Subject: [PATCH 115/129] fix(docs): align tracker size claim with 11 KB bundle

---
 apps/docs/lib/comparison-config.ts | 18 +++++++++---------
 apps/docs/lib/home-seo.ts          |  2 +-
 2 files changed, 10 insertions(+), 10 deletions(-)

diff --git a/apps/docs/lib/comparison-config.ts b/apps/docs/lib/comparison-config.ts
index 0a477069f..b4187cd97 100644
--- a/apps/docs/lib/comparison-config.ts
+++ b/apps/docs/lib/comparison-config.ts
@@ -71,7 +71,7 @@ export const competitors: Record<string, ComparisonData> = {
 		hero: {
 			title: "Databuddy vs Google Analytics",
 			description:
-				"GA4 is powerful, but it can take time to configure. Databuddy uses an asynchronous tracker of about 10 KB gzip and is designed to start showing data within minutes.",
+				"GA4 is powerful, but it can take time to configure. Databuddy uses an asynchronous tracker of about 11 KB gzip and is designed to start showing data within minutes.",
 			cta: "Switch to privacy-first analytics",
 		},
 		seo: {
@@ -138,7 +138,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: true,
 				competitor: false,
 				benefit:
-					"About 10 KB gzip for the current Databuddy tracker; measure both tools on your own site",
+					"About 11 KB gzip for the current Databuddy tracker; measure both tools on your own site",
 				category: "performance",
 			},
 			{
@@ -248,7 +248,7 @@ export const competitors: Record<string, ComparisonData> = {
 		migrationSection: {
 			heading: "Switch from GA4 to Databuddy in under 10 minutes",
 			steps: [
-				"Add one asynchronous script tag (about 10 KB gzip)",
+				"Add one asynchronous script tag (about 11 KB gzip)",
 				"No GTM configuration required",
 				"Page views and events flow automatically - no Enhanced Measurement setup",
 				"GDPR-friendly by default - you can remove your analytics consent banner",
@@ -412,7 +412,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Can I switch from Plausible to Databuddy?",
 				answer:
-					"Yes. Add the asynchronous Databuddy tracker alongside Plausible and compare results before removing either tool. The current Databuddy bundle is about 10 KB gzip.",
+					"Yes. Add the asynchronous Databuddy tracker alongside Plausible and compare results before removing either tool. The current Databuddy bundle is about 11 KB gzip.",
 			},
 		],
 		pricingTiers: [
@@ -693,7 +693,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: true,
 				competitor: false,
 				benefit:
-					"Databuddy's current tracker is about 10 KB gzip; measure production impact on your site",
+					"Databuddy's current tracker is about 11 KB gzip; measure production impact on your site",
 				category: "performance",
 			},
 			{
@@ -812,7 +812,7 @@ export const competitors: Record<string, ComparisonData> = {
 			{
 				question: "Why choose Databuddy over PostHog?",
 				answer:
-					"If you need lightweight analytics and AI-assisted analysis without session replay or A/B testing, Databuddy offers a narrower product surface and a tracker of about 10 KB gzip.",
+					"If you need lightweight analytics and AI-assisted analysis without session replay or A/B testing, Databuddy offers a narrower product surface and a tracker of about 11 KB gzip.",
 			},
 		],
 		pricingTiers: [
@@ -1440,7 +1440,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: true,
 				competitor: true,
 				benefit:
-					"Databuddy's current tracker is about 10 KB gzip; compare current builds directly",
+					"Databuddy's current tracker is about 11 KB gzip; compare current builds directly",
 				category: "performance",
 			},
 			{
@@ -1662,7 +1662,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: true,
 				competitor: true,
 				benefit:
-					"Both are designed to be lightweight; Databuddy's current tracker is about 10 KB gzip",
+					"Both are designed to be lightweight; Databuddy's current tracker is about 11 KB gzip",
 				category: "performance",
 			},
 		],
@@ -1765,7 +1765,7 @@ export const competitors: Record<string, ComparisonData> = {
 				databuddy: true,
 				competitor: false,
 				benefit:
-					"Databuddy's current tracker is about 10 KB gzip and loads asynchronously",
+					"Databuddy's current tracker is about 11 KB gzip and loads asynchronously",
 				category: "performance",
 			},
 			{
diff --git a/apps/docs/lib/home-seo.ts b/apps/docs/lib/home-seo.ts
index f5dc2c937..6cf3278bc 100644
--- a/apps/docs/lib/home-seo.ts
+++ b/apps/docs/lib/home-seo.ts
@@ -51,7 +51,7 @@ export const homeFaqItems: LandingFaqItem[] = [
 	{
 		question: "Will the script slow down my site?",
 		answer:
-			"The tracker is about 10 KB gzipped and loads asynchronously. Its effect depends on your site and configuration, so measure it in your own performance budget instead of assuming any script has zero impact.",
+			"The tracker is about 11 KB gzipped and loads asynchronously. Its effect depends on your site and configuration, so measure it in your own performance budget instead of assuming any script has zero impact.",
 	},
 	{
 		question: "Is my data safe? Can I self-host?",

From a357b7e867f3cc73eacdb3236aecbb8d506a6f53 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:45:37 +0300
Subject: [PATCH 116/129] fix(docs): correct remaining tracker size claims to
 11 KB gzip

---
 apps/docs/app/(home)/calculator/_components/cta-section.tsx  | 4 ++--
 apps/docs/content/blogs/we-are-gdpr-compliant.mdx            | 2 +-
 apps/docs/content/docs/Integrations/framer.mdx               | 2 +-
 apps/docs/content/docs/Integrations/index.mdx                | 2 +-
 apps/docs/content/docs/Integrations/wordpress.mdx            | 4 ++--
 apps/docs/content/docs/performance/core-web-vitals-guide.mdx | 2 +-
 apps/docs/content/docs/sdk/vanilla-js.mdx                    | 4 ++--
 7 files changed, 10 insertions(+), 10 deletions(-)

diff --git a/apps/docs/app/(home)/calculator/_components/cta-section.tsx b/apps/docs/app/(home)/calculator/_components/cta-section.tsx
index b351858df..2f7f7a36f 100644
--- a/apps/docs/app/(home)/calculator/_components/cta-section.tsx
+++ b/apps/docs/app/(home)/calculator/_components/cta-section.tsx
@@ -17,7 +17,7 @@ export function CtaSection() {
 					</h2>
 					<p className="mx-auto mb-6 max-w-xl text-pretty text-muted-foreground text-sm sm:text-base">
 						Databuddy is privacy-first analytics with no cookies and no consent
-						banners. About 10 KB gzipped. You get visibility into traffic cookie
+						banners. About 11 KB gzipped. You get visibility into traffic cookie
 						stacks often miss - cookieless scripts can still be blocked, but you
 						skip consent loss on measurement.
 					</p>
@@ -29,7 +29,7 @@ export function CtaSection() {
 						/>
 						<ValueProp
 							description="Lighter than a cookie notice script"
-							title="About 10 KB gzip"
+							title="About 11 KB gzip"
 						/>
 						<ValueProp
 							description="Starts at $10/mo - compare to modeled gap above"
diff --git a/apps/docs/content/blogs/we-are-gdpr-compliant.mdx b/apps/docs/content/blogs/we-are-gdpr-compliant.mdx
index 5d25d0d4b..d725d8fa4 100644
--- a/apps/docs/content/blogs/we-are-gdpr-compliant.mdx
+++ b/apps/docs/content/blogs/we-are-gdpr-compliant.mdx
@@ -538,7 +538,7 @@ All Databuddy customers receive:
   </div>
   <div className="text-center p-6 border rounded-lg bg-gradient-to-br from-orange-50 to-orange-100 dark:from-orange-950 dark:to-orange-900 border-orange-200 dark:border-orange-800">
     <div className="text-3xl font-bold text-orange-600 dark:text-orange-400">
-	  ~10 KB
+	  ~11 KB
     </div>
     <div className="text-sm text-orange-700 dark:text-orange-300">
 	  Gzipped tracker
diff --git a/apps/docs/content/docs/Integrations/framer.mdx b/apps/docs/content/docs/Integrations/framer.mdx
index d5b658154..c28819f6f 100644
--- a/apps/docs/content/docs/Integrations/framer.mdx
+++ b/apps/docs/content/docs/Integrations/framer.mdx
@@ -155,7 +155,7 @@ Enable performance tracking by updating your script configuration:
 ## Benefits for Framer Sites
 
 - **Cookie-free tracking**: No cookie consent banners needed
-- **Lightweight**: About 10 KB gzipped for the current tracker bundle
+- **Lightweight**: About 11 KB gzipped for the current tracker bundle
 - **True privacy**: No fingerprinting, complete data ownership
 - **Fast Loading**: Async loading won't slow down your Framer site
 - **Performance visibility**: Collect Core Web Vitals when enabled
diff --git a/apps/docs/content/docs/Integrations/index.mdx b/apps/docs/content/docs/Integrations/index.mdx
index b9ec755f3..9f21d7779 100644
--- a/apps/docs/content/docs/Integrations/index.mdx
+++ b/apps/docs/content/docs/Integrations/index.mdx
@@ -9,7 +9,7 @@ import { Callout } from "@/components/docs";
 Databuddy integrates seamlessly with popular platforms and frameworks. Choose your preferred integration method and start tracking privacy-first analytics in minutes.
 
 <Callout type="info">
-  <strong>TL;DR</strong> — **Easy setup**, **about 10 KB gzip**, **framework-specific components**, and **sensible defaults**.
+  <strong>TL;DR</strong> — **Easy setup**, **about 11 KB gzip**, **framework-specific components**, and **sensible defaults**.
 </Callout>
 
 ## Frameworks
diff --git a/apps/docs/content/docs/Integrations/wordpress.mdx b/apps/docs/content/docs/Integrations/wordpress.mdx
index 0a3aa83dc..4d4cd74d7 100644
--- a/apps/docs/content/docs/Integrations/wordpress.mdx
+++ b/apps/docs/content/docs/Integrations/wordpress.mdx
@@ -8,7 +8,7 @@ import { Steps, Step } from "@/components/docs";
 import { CodeBlock } from "@/components/docs";
 import { Card, Cards } from "@/components/docs";
 
-Add Databuddy's privacy-first analytics to your WordPress site with an asynchronous tracker that is about 10 KB gzipped. No cookies, fully GDPR compliant.
+Add Databuddy's privacy-first analytics to your WordPress site with an asynchronous tracker that is about 11 KB gzipped. No cookies, fully GDPR compliant.
 
 ## Installation Methods
 
@@ -193,7 +193,7 @@ add_action('wp_footer', 'track_custom_post_types');`}
 
 Databuddy is designed to have minimal impact on your WordPress site's performance:
 
-- **Lightweight**: About 10 KB gzipped for the current tracker bundle
+- **Lightweight**: About 11 KB gzipped for the current tracker bundle
 - **Non-blocking**: Loads asynchronously without affecting page speed
 - **Core Web Vitals**: Can collect field performance data when enabled
 - **Server Friendly**: Minimal server load compared to other analytics solutions
diff --git a/apps/docs/content/docs/performance/core-web-vitals-guide.mdx b/apps/docs/content/docs/performance/core-web-vitals-guide.mdx
index c90aa409c..bdaa6a2a1 100644
--- a/apps/docs/content/docs/performance/core-web-vitals-guide.mdx
+++ b/apps/docs/content/docs/performance/core-web-vitals-guide.mdx
@@ -362,7 +362,7 @@ Many analytics tools negatively impact Core Web Vitals:
 ```
 
 **Performance Benefits:**
-- **About 10 KB gzipped** - Current tracker bundle size
+- **About 11 KB gzipped** - Current tracker bundle size
 - **Async loading** - No render blocking
 - **Edge CDN** - Fast global delivery
 - **No layout shifts** - Stable tracking
diff --git a/apps/docs/content/docs/sdk/vanilla-js.mdx b/apps/docs/content/docs/sdk/vanilla-js.mdx
index 041b126e9..26ae932c6 100644
--- a/apps/docs/content/docs/sdk/vanilla-js.mdx
+++ b/apps/docs/content/docs/sdk/vanilla-js.mdx
@@ -8,7 +8,7 @@ import { Callout, Card, Cards, CodeBlock } from "@/components/docs";
 The Databuddy script can be used directly in vanilla JavaScript projects without any framework dependencies. This is perfect for static sites, traditional HTML pages, or any environment where you want minimal overhead.
 
 <Callout type="info">
-  **CDN**: `https://cdn.databuddy.cc/databuddy.js` | **Current size**: about 32 KB minified / 10 KB gzip
+  **CDN**: `https://cdn.databuddy.cc/databuddy.js` | **Current size**: about 32 KB minified / 11 KB gzip
 </Callout>
 
 ## Quick Setup
@@ -341,7 +341,7 @@ Use the official CDN URL for best performance:
   {`https://cdn.databuddy.cc/databuddy.js`}
 </CodeBlock>
 
-The script is automatically minified and served compressed. The current bundle is about 32 KB minified and 10 KB gzip; check release notes for future size changes.
+The script is automatically minified and served compressed. The current bundle is about 32 KB minified and 11 KB gzip; check release notes for future size changes.
 
 ## Related
 

From 0ecca50701fa65ff173e289574b8c1ef8d772513 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:50:51 +0300
Subject: [PATCH 117/129] fix(rpc): close insight existence oracle in getById
 and related

---
 packages/rpc/src/routers/insights.ts | 20 ++++++++++++++++----
 1 file changed, 16 insertions(+), 4 deletions(-)

diff --git a/packages/rpc/src/routers/insights.ts b/packages/rpc/src/routers/insights.ts
index 92b0c4521..09f4ac983 100644
--- a/packages/rpc/src/routers/insights.ts
+++ b/packages/rpc/src/routers/insights.ts
@@ -334,12 +334,18 @@ export const insightsRouter = {
 				return { success: true as const, insight: null };
 			}
 
-			await withWorkspace(context, {
+			const canRead = await withWorkspace(context, {
 				organizationId: row.organizationId,
 				resource: "organization",
 				permissions: ["read"],
 				allowCrossOrg: true,
-			});
+			})
+				.then(() => true)
+				.catch(() => false);
+
+			if (!canRead) {
+				return { success: true as const, insight: null };
+			}
 
 			return {
 				success: true as const,
@@ -401,12 +407,18 @@ export const insightsRouter = {
 				return { success: true as const, insights: [] };
 			}
 
-			await withWorkspace(context, {
+			const canRead = await withWorkspace(context, {
 				organizationId: current.organizationId,
 				resource: "organization",
 				permissions: ["read"],
 				allowCrossOrg: true,
-			});
+			})
+				.then(() => true)
+				.catch(() => false);
+
+			if (!canRead) {
+				return { success: true as const, insights: [] };
+			}
 
 			const rows = await db
 				.select({

From fb0a4e1acecf5bfb1964483c3adfdc203c0c0c16 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:51:03 +0300
Subject: [PATCH 118/129] fix(insights): guard timezone fallback in funnel
 detection

---
 apps/insights/src/funnel-detection.ts | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/apps/insights/src/funnel-detection.ts b/apps/insights/src/funnel-detection.ts
index 6fd0cbe7c..85dacb683 100644
--- a/apps/insights/src/funnel-detection.ts
+++ b/apps/insights/src/funnel-detection.ts
@@ -167,7 +167,7 @@ export function defaultFunnelGoalDeps(websiteId: string): FunnelGoalDeps {
 
 export async function detectFunnelGoalSignals(
 	params: DetectSignalsParams,
-	today: dayjs.Dayjs = dayjs().tz(params.timezone),
+	today: dayjs.Dayjs = params.timezone ? dayjs().tz(params.timezone) : dayjs(),
 	deps: FunnelGoalDeps = defaultFunnelGoalDeps(params.websiteId)
 ): Promise<DetectedSignal[]> {
 	const window = wowWindow(today, params.lookbackDays);

From e59e96ecef18cada9055afc6286da68073ee6142 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:51:04 +0300
Subject: [PATCH 119/129] fix(dashboard): harden insight freshness, change
 formatting, and optimistic rollback

---
 .../_components/insight-detail-content.tsx    |  8 +-
 .../hooks/use-insights-local-state.ts         | 75 ++++++++-----------
 .../app/(main)/insights/lib/insight-meta.ts   |  8 +-
 3 files changed, 44 insertions(+), 47 deletions(-)

diff --git a/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx b/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx
index ba2d6a7a0..6a8297fa3 100644
--- a/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx
+++ b/apps/dashboard/app/(main)/insights/_components/insight-detail-content.tsx
@@ -20,10 +20,14 @@ const SEVERITY_DOT: Record<string, string> = {
 };
 
 function formatChange(value: number | null): string | null {
-	if (value == null || value === 0) {
+	if (value == null) {
 		return null;
 	}
-	return `${value > 0 ? "+" : ""}${value.toFixed(0)}%`;
+	const rounded = Math.round(value);
+	if (rounded === 0) {
+		return null;
+	}
+	return `${rounded > 0 ? "+" : ""}${rounded}%`;
 }
 
 export function InsightDetailContent() {
diff --git a/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts b/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
index 0b86a58a6..8610f0d03 100644
--- a/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
+++ b/apps/dashboard/app/(main)/insights/hooks/use-insights-local-state.ts
@@ -54,7 +54,7 @@ export function useInsightsLocalState(
 	}, [organizationId]);
 
 	const restoreDismissedAction = useCallback(
-		(insightId: string) => {
+		async (insightId: string) => {
 			if (!organizationId) {
 				return;
 			}
@@ -63,28 +63,25 @@ export function useInsightsLocalState(
 				saveDismissedIds(organizationId, next);
 				return next;
 			});
-			setDismissedMutation.mutate(
-				{ insightId, dismissed: false },
-				{
-					onError: () => {
-						setDismissedIds((prev) => {
-							if (prev.includes(insightId)) {
-								return prev;
-							}
-							const next = [...prev, insightId];
-							saveDismissedIds(organizationId, next);
-							return next;
-						});
-						toast.error("Could not restore finding");
-					},
-				}
-			);
+			try {
+				await setDismissedMutation.mutateAsync({ insightId, dismissed: false });
+			} catch {
+				setDismissedIds((prev) => {
+					if (prev.includes(insightId)) {
+						return prev;
+					}
+					const next = [...prev, insightId];
+					saveDismissedIds(organizationId, next);
+					return next;
+				});
+				toast.error("Could not restore finding");
+			}
 		},
 		[organizationId, setDismissedMutation]
 	);
 
 	const dismissAction = useCallback(
-		(insightId: string) => {
+		async (insightId: string) => {
 			if (!organizationId) {
 				return;
 			}
@@ -97,19 +94,6 @@ export function useInsightsLocalState(
 				saveDismissedIds(organizationId, next);
 				return next;
 			});
-			setDismissedMutation.mutate(
-				{ insightId, dismissed: true },
-				{
-					onError: () => {
-						setDismissedIds((prev) => {
-							const next = prev.filter((id) => id !== insightId);
-							saveDismissedIds(organizationId, next);
-							return next;
-						});
-						toast.error("Could not dismiss finding", { id: toastId });
-					},
-				}
-			);
 			toast.success("Finding dismissed", {
 				id: toastId,
 				description: "This pattern is muted for 30 days.",
@@ -118,27 +102,34 @@ export function useInsightsLocalState(
 					onClick: () => restoreDismissedAction(insightId),
 				},
 			});
+			try {
+				await setDismissedMutation.mutateAsync({ insightId, dismissed: true });
+			} catch {
+				setDismissedIds((prev) => {
+					const next = prev.filter((id) => id !== insightId);
+					saveDismissedIds(organizationId, next);
+					return next;
+				});
+				toast.error("Could not dismiss finding", { id: toastId });
+			}
 		},
 		[organizationId, setDismissedMutation, restoreDismissedAction]
 	);
 
-	const clearAllDismissedAction = useCallback(() => {
+	const clearAllDismissedAction = useCallback(async () => {
 		if (!organizationId) {
 			return;
 		}
 		const previous = dismissedIdsRef.current;
 		setDismissedIds([]);
 		saveDismissedIds(organizationId, []);
-		clearDismissedMutation.mutate(
-			{},
-			{
-				onError: () => {
-					setDismissedIds(previous);
-					saveDismissedIds(organizationId, previous);
-					toast.error("Could not clear dismissed findings");
-				},
-			}
-		);
+		try {
+			await clearDismissedMutation.mutateAsync({});
+		} catch {
+			setDismissedIds(previous);
+			saveDismissedIds(organizationId, previous);
+			toast.error("Could not clear dismissed findings");
+		}
 	}, [organizationId, clearDismissedMutation]);
 
 	const setFeedbackAction = useCallback(
diff --git a/apps/dashboard/app/(main)/insights/lib/insight-meta.ts b/apps/dashboard/app/(main)/insights/lib/insight-meta.ts
index 62100af0c..0f207c0bf 100644
--- a/apps/dashboard/app/(main)/insights/lib/insight-meta.ts
+++ b/apps/dashboard/app/(main)/insights/lib/insight-meta.ts
@@ -39,9 +39,11 @@ export function formatInsightFreshness(insight: Insight): string {
 		}
 		return resolvedLabel;
 	}
-	const createdAt = dayjs(insight.createdAt);
-	if (createdAt.isValid()) {
-		return `Analyzed ${createdAt.fromNow()}`;
+	if (insight.createdAt) {
+		const createdAt = dayjs(insight.createdAt);
+		if (createdAt.isValid()) {
+			return `Analyzed ${createdAt.fromNow()}`;
+		}
 	}
 	return "Analyzed";
 }

From b027c0d50a2249c4462f78567759f54c33ad00f2 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sat, 11 Jul 2026 23:54:57 +0300
Subject: [PATCH 120/129] refactor(rpc): extract enforceRateLimit helper for
 insight reads

---
 packages/rpc/src/routers/insights.ts | 34 +++++++++++++---------------
 1 file changed, 16 insertions(+), 18 deletions(-)

diff --git a/packages/rpc/src/routers/insights.ts b/packages/rpc/src/routers/insights.ts
index 09f4ac983..a61c1f254 100644
--- a/packages/rpc/src/routers/insights.ts
+++ b/packages/rpc/src/routers/insights.ts
@@ -39,6 +39,19 @@ const NARRATIVE_CACHE_TTL_SECS = 3600;
 const INSIGHT_READ_RATE_LIMIT = 120;
 const INSIGHT_READ_RATE_WINDOW_SECS = 60;
 
+async function enforceRateLimit(
+	key: string,
+	limit: number,
+	windowSecs: number
+): Promise<void> {
+	const rl = await ratelimit(key, limit, windowSecs);
+	if (!rl.success) {
+		throw rpcError.rateLimited(
+			Math.max(1, Math.ceil((rl.reset - Date.now()) / 1000))
+		);
+	}
+}
+
 const investigationDepthSchema = z.enum(["surface", "investigated", "deep"]);
 const historyInsightEvidenceSchema = insightEvidenceSchema.extend({
 	type: z.string(),
@@ -310,16 +323,11 @@ export const insightsRouter = {
 			})
 		)
 		.handler(async ({ context, input }) => {
-			const rl = await ratelimit(
+			await enforceRateLimit(
 				`insights:getById:${context.user.id}`,
 				INSIGHT_READ_RATE_LIMIT,
 				INSIGHT_READ_RATE_WINDOW_SECS
 			);
-			if (!rl.success) {
-				throw rpcError.rateLimited(
-					Math.max(1, Math.ceil((rl.reset - Date.now()) / 1000))
-				);
-			}
 
 			const [row] = await selectInsights()
 				.where(
@@ -383,16 +391,11 @@ export const insightsRouter = {
 			})
 		)
 		.handler(async ({ context, input }) => {
-			const rl = await ratelimit(
+			await enforceRateLimit(
 				`insights:related:${context.user.id}`,
 				INSIGHT_READ_RATE_LIMIT,
 				INSIGHT_READ_RATE_WINDOW_SECS
 			);
-			if (!rl.success) {
-				throw rpcError.rateLimited(
-					Math.max(1, Math.ceil((rl.reset - Date.now()) / 1000))
-				);
-			}
 
 			const [current] = await db
 				.select({
@@ -487,16 +490,11 @@ export const insightsRouter = {
 				permissions: ["read"],
 			});
 
-			const rl = await ratelimit(
+			await enforceRateLimit(
 				`insights:narrative:${input.organizationId}:${context.user.id}`,
 				NARRATIVE_RATE_LIMIT,
 				NARRATIVE_RATE_WINDOW_SECS
 			);
-			if (!rl.success) {
-				throw rpcError.rateLimited(
-					Math.max(1, Math.ceil((rl.reset - Date.now()) / 1000))
-				);
-			}
 
 			const cached = await loadNarrativeCached(
 				input.organizationId,

From d00a0383e1f40845a87f102cdd239e8177ecea0c Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sun, 12 Jul 2026 00:26:48 +0300
Subject: [PATCH 121/129] fix(rpc): only swallow auth denials when reading
 insights

---
 packages/rpc/src/routers/insights.ts | 22 ++++++++++++++++++++--
 1 file changed, 20 insertions(+), 2 deletions(-)

diff --git a/packages/rpc/src/routers/insights.ts b/packages/rpc/src/routers/insights.ts
index a61c1f254..5acf01c1d 100644
--- a/packages/rpc/src/routers/insights.ts
+++ b/packages/rpc/src/routers/insights.ts
@@ -22,6 +22,7 @@ import {
 	storedInsightActionSchema,
 	storedInsightTypeSchema,
 } from "@databuddy/shared/insights";
+import { ORPCError } from "@orpc/server";
 import { randomUUIDv7 } from "bun";
 import { z } from "zod";
 import { rpcError } from "../errors";
@@ -39,6 +40,13 @@ const NARRATIVE_CACHE_TTL_SECS = 3600;
 const INSIGHT_READ_RATE_LIMIT = 120;
 const INSIGHT_READ_RATE_WINDOW_SECS = 60;
 
+function isAccessDenied(error: unknown): boolean {
+	return (
+		error instanceof ORPCError &&
+		(error.code === "FORBIDDEN" || error.code === "UNAUTHORIZED")
+	);
+}
+
 async function enforceRateLimit(
 	key: string,
 	limit: number,
@@ -349,7 +357,12 @@ export const insightsRouter = {
 				allowCrossOrg: true,
 			})
 				.then(() => true)
-				.catch(() => false);
+				.catch((error) => {
+					if (isAccessDenied(error)) {
+						return false;
+					}
+					throw error;
+				});
 
 			if (!canRead) {
 				return { success: true as const, insight: null };
@@ -417,7 +430,12 @@ export const insightsRouter = {
 				allowCrossOrg: true,
 			})
 				.then(() => true)
-				.catch(() => false);
+				.catch((error) => {
+					if (isAccessDenied(error)) {
+						return false;
+					}
+					throw error;
+				});
 
 			if (!canRead) {
 				return { success: true as const, insights: [] };

From 815dd9ab0c71b395d0a03709dcd9ae269e1a54d2 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sun, 12 Jul 2026 00:26:58 +0300
Subject: [PATCH 122/129] fix(db): harden ClickHouse DDL parser and credential
 encoding

---
 packages/db/src/clickhouse/schema-parse.ts | 17 +++++++++--------
 packages/db/src/clickhouse/verify.ts       |  2 +-
 2 files changed, 10 insertions(+), 9 deletions(-)

diff --git a/packages/db/src/clickhouse/schema-parse.ts b/packages/db/src/clickhouse/schema-parse.ts
index 9c28a9b5b..3d84103b6 100644
--- a/packages/db/src/clickhouse/schema-parse.ts
+++ b/packages/db/src/clickhouse/schema-parse.ts
@@ -81,7 +81,7 @@ export function splitTopLevel(body: string): string[] {
 }
 
 const COLUMN_MODIFIERS =
-	/\s+(?:DEFAULT|MATERIALIZED|ALIAS|EPHEMERAL|CODEC|TTL|COMMENT)\b/;
+	/\s+(?:DEFAULT|MATERIALIZED|ALIAS|EPHEMERAL|CODEC|TTL|COMMENT)\b/i;
 const NON_COLUMN = /^(?:INDEX|CONSTRAINT|PROJECTION|PRIMARY\s+KEY)\b/i;
 
 export function tableNameOf(sql: string): string {
@@ -96,12 +96,14 @@ export function tableNameOf(sql: string): string {
 
 export function qualifiedNameOf(sql: string): string {
 	const m = sql.match(
-		/CREATE\s+(?:TABLE|MATERIALIZED\s+VIEW)\s+(?:IF\s+NOT\s+EXISTS\s+)?(\w+)\.(\w+)/i
+		/CREATE\s+(?:TABLE|MATERIALIZED\s+VIEW)\s+(?:IF\s+NOT\s+EXISTS\s+)?(?:`([^`]+)`|(\w+))\.(?:`([^`]+)`|(\w+))/i
 	);
 	if (!m) {
 		throw new Error("Could not parse qualified table name");
 	}
-	return `${m[1]}.${m[2]}`;
+	const db = m[1] ?? m[2];
+	const table = m[3] ?? m[4];
+	return `${db}.${table}`;
 }
 
 export function parseColumns(sql: string): ParsedColumn[] {
@@ -129,11 +131,10 @@ export function parseColumns(sql: string): ParsedColumn[] {
 }
 
 function clause(tail: string, keyword: string, stops: string[]): string {
-	const stopAlt = stops.join("|");
-	const re = new RegExp(
-		`${keyword}\\s+([\\s\\S]*?)\\s*(?=(?:${stopAlt})\\b|$)`,
-		"i"
-	);
+	const lookahead = stops.length
+		? `(?=(?:${stops.join("|")})\\b|$)`
+		: "(?=$)";
+	const re = new RegExp(`${keyword}\\s+([\\s\\S]*?)\\s*${lookahead}`, "i");
 	const m = tail.match(re);
 	return m ? m[1].trim() : "";
 }
diff --git a/packages/db/src/clickhouse/verify.ts b/packages/db/src/clickhouse/verify.ts
index 1c6c6d5ef..33243a0cb 100644
--- a/packages/db/src/clickhouse/verify.ts
+++ b/packages/db/src/clickhouse/verify.ts
@@ -29,7 +29,7 @@ async function fetchLive(): Promise<Map<string, ParsedTable>> {
 	const url = new URL(raw);
 	const headers: Record<string, string> = {};
 	if (url.username) {
-		headers.Authorization = `Basic ${btoa(`${decodeURIComponent(url.username)}:${decodeURIComponent(url.password)}`)}`;
+		headers.Authorization = `Basic ${Buffer.from(`${decodeURIComponent(url.username)}:${decodeURIComponent(url.password)}`, "utf-8").toString("base64")}`;
 		url.username = "";
 		url.password = "";
 	}

From 3c0c34d041a5c4bb19c6d452031902578a074162 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sun, 12 Jul 2026 00:26:59 +0300
Subject: [PATCH 123/129] fix(ai): validate request before filter-field checks

---
 packages/ai/src/query/index.ts | 17 ++++++++++++-----
 1 file changed, 12 insertions(+), 5 deletions(-)

diff --git a/packages/ai/src/query/index.ts b/packages/ai/src/query/index.ts
index 6777363d1..19bf319ea 100644
--- a/packages/ai/src/query/index.ts
+++ b/packages/ai/src/query/index.ts
@@ -63,12 +63,15 @@ const QuerySchema = z.object({
 	timezone: z.string().optional(),
 });
 
+function parseRequest(request: QueryRequest): QueryRequest {
+	return QuerySchema.parse(request) as QueryRequest;
+}
+
 function createBuilder(
-	request: QueryRequest,
+	validated: QueryRequest,
 	websiteDomain?: string | null,
 	timezone?: string
 ) {
-	const validated = QuerySchema.parse(request) as QueryRequest;
 	const config = QueryBuilders[validated.type];
 	if (!config) {
 		const suggestions = suggestQueryTypes(validated.type);
@@ -90,11 +93,15 @@ export const executeQuery = async (
 	timezone?: string,
 	abortSignal?: AbortSignal
 ) => {
-	const filterError = invalidFilterFieldError(request.type, request.filters);
+	const validated = parseRequest(request);
+	const filterError = invalidFilterFieldError(
+		validated.type,
+		validated.filters
+	);
 	if (filterError) {
 		throw new Error(filterError);
 	}
-	const resolved = await resolveRequestTraitFilters(request);
+	const resolved = await resolveRequestTraitFilters(validated);
 	return createBuilder(resolved, websiteDomain, timezone).execute(abortSignal);
 };
 
@@ -102,7 +109,7 @@ export const compileQuery = (
 	request: QueryRequest,
 	websiteDomain?: string | null,
 	timezone?: string
-) => createBuilder(request, websiteDomain, timezone).compile();
+) => createBuilder(parseRequest(request), websiteDomain, timezone).compile();
 
 export {
 	areQueriesCompatible,

From 2fa7288b10ec3d073ce93230edb8ae4d46983825 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sun, 12 Jul 2026 00:26:59 +0300
Subject: [PATCH 124/129] fix(slack): surface charts dropped over the upload
 cap

---
 apps/slack/src/slack/chart-images.test.ts | 7 ++++++-
 apps/slack/src/slack/chart-images.ts      | 8 ++++++++
 2 files changed, 14 insertions(+), 1 deletion(-)

diff --git a/apps/slack/src/slack/chart-images.test.ts b/apps/slack/src/slack/chart-images.test.ts
index 92842f772..18719f19c 100644
--- a/apps/slack/src/slack/chart-images.test.ts
+++ b/apps/slack/src/slack/chart-images.test.ts
@@ -81,15 +81,20 @@ describe("postChartImages", () => {
 			uploads++;
 			return Promise.resolve({ ok: true });
 		});
+		const said: string[] = [];
 
 		await postChartImages({
 			charts: [],
 			client,
 			logger,
 			run,
-			say: () => Promise.resolve(),
+			say: (message) => {
+				said.push(message.text);
+				return Promise.resolve();
+			},
 		});
 
 		expect(uploads).toBe(0);
+		expect(said).toHaveLength(0);
 	});
 });
diff --git a/apps/slack/src/slack/chart-images.ts b/apps/slack/src/slack/chart-images.ts
index 0c295e481..6ece3aaef 100644
--- a/apps/slack/src/slack/chart-images.ts
+++ b/apps/slack/src/slack/chart-images.ts
@@ -53,6 +53,14 @@ export async function postChartImages({
 	}
 
 	const skipped = charts.length - Math.min(charts.length, MAX_CHART_UPLOADS);
+	if (skipped > 0) {
+		await say({
+			text: `_Showing the first ${MAX_CHART_UPLOADS} of ${charts.length} charts. ${skipped} more not shown._`,
+			thread_ts: run.threadTs,
+		}).catch((error) => {
+			logger.warn("Failed to post chart skip notice", toError(error));
+		});
+	}
 	setSlackLog(eventLog, {
 		slack_chart_fallbacks: fallbacks,
 		slack_chart_uploads: uploaded,

From 134abf71b67fcb1d4581fe2d2be0c7a14ea16cee Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sun, 12 Jul 2026 00:27:00 +0300
Subject: [PATCH 125/129] fix(charts): sort distribution slices and clamp
 legend width

---
 packages/charts/src/options.ts | 8 ++++----
 1 file changed, 4 insertions(+), 4 deletions(-)

diff --git a/packages/charts/src/options.ts b/packages/charts/src/options.ts
index 727e2fcb0..d63f4c372 100644
--- a/packages/charts/src/options.ts
+++ b/packages/charts/src/options.ts
@@ -146,9 +146,9 @@ function buildDistributionOption(
 	theme: ChartTheme,
 	frame: ChartFrame
 ): EChartsOption | null {
-	const rows = (component.rows ?? []).filter(
-		(row) => row.length >= 2 && toFiniteNumber(row[1]) !== null
-	);
+	const rows = (component.rows ?? [])
+		.filter((row) => row.length >= 2 && toFiniteNumber(row[1]) !== null)
+		.sort((a, b) => (toFiniteNumber(b[1]) ?? 0) - (toFiniteNumber(a[1]) ?? 0));
 	if (rows.length === 0) {
 		return null;
 	}
@@ -244,7 +244,7 @@ function legendOption(theme: ChartTheme, width: number) {
 		icon: "roundRect",
 		itemWidth: 14,
 		itemHeight: 6,
-		width: width - 400,
+		width: Math.max(0, width - 400),
 	};
 }
 

From 9124812a32ce33e7d1a79f2208afe3aba05f6b2d Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sun, 12 Jul 2026 00:27:01 +0300
Subject: [PATCH 126/129] chore(ci): guard schema codegen hook and widen turbo
 generate inputs

---
 lefthook.yml | 1 +
 turbo.json   | 2 +-
 2 files changed, 2 insertions(+), 1 deletion(-)

diff --git a/lefthook.yml b/lefthook.yml
index 71ae30ad8..60dd5cc5b 100644
--- a/lefthook.yml
+++ b/lefthook.yml
@@ -30,6 +30,7 @@ pre-commit:
     ch-types:
       glob: "packages/db/src/clickhouse/schema/**/*.sql"
       run: |
+        set -e
         bun run generate-db
         git add packages/db/src/clickhouse/schema/tables.generated.ts
     lockfile-check:
diff --git a/turbo.json b/turbo.json
index cdf5a1e3d..6d1d07cf3 100644
--- a/turbo.json
+++ b/turbo.json
@@ -88,7 +88,7 @@
       "dependsOn": ["^build"]
     },
     "generate": {
-      "inputs": ["src/clickhouse/schema/**/*.sql", "src/clickhouse/codegen.ts"],
+      "inputs": ["$TURBO_DEFAULT$", "src/clickhouse/schema/**/*.sql"],
       "outputs": ["src/clickhouse/schema/tables.generated.ts"]
     },
     "clickhouse:init": {

From 717a04dfe1f681d9fef348c03405f9ecddc4523a Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sun, 12 Jul 2026 00:27:01 +0300
Subject: [PATCH 127/129] docs(api): correct search_memory scope description

---
 apps/docs/content/docs/api/mcp.mdx | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/apps/docs/content/docs/api/mcp.mdx b/apps/docs/content/docs/api/mcp.mdx
index 5c615925b..f153a6f8c 100644
--- a/apps/docs/content/docs/api/mcp.mdx
+++ b/apps/docs/content/docs/api/mcp.mdx
@@ -143,7 +143,7 @@ Add to your MCP settings (typically `.cursor/mcp.json` or workspace settings):
 
 | Tool | Description |
 |------|-------------|
-| `search_memory` | Search saved memories for the current organization. |
+| `search_memory` | Search saved memories scoped to the current user, API key, and website. |
 | `save_memory` | Save a memory (requires confirmation). |
 | `forget_memory` | Delete a memory (requires confirmation). |
 

From acec544f8220e1ed636a09237542f28a7e55eaeb Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sun, 12 Jul 2026 00:27:05 +0300
Subject: [PATCH 128/129] fix(dashboard): validate auth callbacks and harden
 error and UI edge cases

---
 .../app/(auth)/login/forgot/page.tsx          |  3 +-
 .../app/(auth)/login/magic-sent/page.tsx      | 10 +++--
 apps/dashboard/app/(dby)/dby/og/brand.tsx     |  5 +--
 .../billing/actions/cancel-feedback-action.ts | 20 +++++-----
 .../links/_components/link-folder-sheet.tsx   | 16 +++++++-
 .../_components/virtualized-links-list.tsx    | 21 +++++++---
 .../_components/error-table-columns.tsx       |  2 +-
 .../app/(main)/websites/[id]/funnels/page.tsx |  5 ++-
 apps/dashboard/components/feature-gate.tsx    | 40 ++++++++++++++-----
 apps/dashboard/lib/query-client.ts            |  3 +-
 apps/dashboard/lib/safe-callback.ts           | 14 +++++++
 apps/dashboard/lib/user-facing-error.ts       |  2 +-
 12 files changed, 99 insertions(+), 42 deletions(-)
 create mode 100644 apps/dashboard/lib/safe-callback.ts

diff --git a/apps/dashboard/app/(auth)/login/forgot/page.tsx b/apps/dashboard/app/(auth)/login/forgot/page.tsx
index c680caf07..fed36eba9 100644
--- a/apps/dashboard/app/(auth)/login/forgot/page.tsx
+++ b/apps/dashboard/app/(auth)/login/forgot/page.tsx
@@ -9,6 +9,7 @@ import { toast } from "sonner";
 import { ArrowLeftIcon, EyeIcon, EyeSlashIcon } from "@databuddy/ui/icons";
 import { Button, Field, Input, Spinner, Text } from "@databuddy/ui";
 import { OtpInput } from "@databuddy/ui/client";
+import { safeCallbackPath } from "@/lib/safe-callback";
 
 function ForgotPasswordPage() {
 	const router = useRouter();
@@ -16,7 +17,7 @@ function ForgotPasswordPage() {
 		"callback",
 		parseAsString.withDefault("/websites")
 	);
-	const loginHref = `/login?callback=${encodeURIComponent(callback)}`;
+	const loginHref = `/login?callback=${encodeURIComponent(safeCallbackPath(callback))}`;
 	const [step, setStep] = useState<"email" | "reset">("email");
 	const [email, setEmail] = useState("");
 	const [otp, setOtp] = useState("");
diff --git a/apps/dashboard/app/(auth)/login/magic-sent/page.tsx b/apps/dashboard/app/(auth)/login/magic-sent/page.tsx
index 596af0d2a..63bb0b337 100644
--- a/apps/dashboard/app/(auth)/login/magic-sent/page.tsx
+++ b/apps/dashboard/app/(auth)/login/magic-sent/page.tsx
@@ -7,6 +7,7 @@ import { Suspense, useEffect, useState } from "react";
 import { toast } from "sonner";
 import { ArrowLeftIcon, EnvelopeIcon } from "@databuddy/ui/icons";
 import { Button, Spinner, Text } from "@databuddy/ui";
+import { safeCallbackPath } from "@/lib/safe-callback";
 
 const MAGIC_EMAIL_KEY = "databuddy:magic-email";
 
@@ -18,8 +19,9 @@ function MagicSentPage() {
 	const [email, setEmail] = useState("");
 	const [isLoading, setIsLoading] = useState(false);
 	const [isReady, setIsReady] = useState(false);
-	const magicLinkHref = `/login/magic?callback=${encodeURIComponent(callback)}`;
-	const loginHref = `/login?callback=${encodeURIComponent(callback)}`;
+	const safeCallback = safeCallbackPath(callback);
+	const magicLinkHref = `/login/magic?callback=${encodeURIComponent(safeCallback)}`;
+	const loginHref = `/login?callback=${encodeURIComponent(safeCallback)}`;
 
 	useEffect(() => {
 		const params = new URLSearchParams(window.location.search);
@@ -55,8 +57,8 @@ function MagicSentPage() {
 		try {
 			const { error } = await authClient.signIn.magicLink({
 				email,
-				callbackURL: callback,
-				errorCallbackURL: `/auth/error?callback=${encodeURIComponent(callback)}`,
+				callbackURL: safeCallback,
+				errorCallbackURL: `/auth/error?callback=${encodeURIComponent(safeCallback)}`,
 			});
 			if (error) {
 				toast.error("We couldn't send the magic link. Try again in a moment.");
diff --git a/apps/dashboard/app/(dby)/dby/og/brand.tsx b/apps/dashboard/app/(dby)/dby/og/brand.tsx
index 45658d681..e8d546d9d 100644
--- a/apps/dashboard/app/(dby)/dby/og/brand.tsx
+++ b/apps/dashboard/app/(dby)/dby/og/brand.tsx
@@ -21,10 +21,7 @@ const FONT_DIR = path.join(process.cwd(), "fonts", "lt-superior");
 let ogFontsPromise: ReturnType<typeof readOgFonts> | undefined;
 
 export function loadOgFonts() {
-	ogFontsPromise ??= readOgFonts().catch((error) => {
-		ogFontsPromise = undefined;
-		throw error;
-	});
+	ogFontsPromise ??= readOgFonts();
 	return ogFontsPromise;
 }
 
diff --git a/apps/dashboard/app/(main)/billing/actions/cancel-feedback-action.ts b/apps/dashboard/app/(main)/billing/actions/cancel-feedback-action.ts
index dd4bed23e..8774569e6 100644
--- a/apps/dashboard/app/(main)/billing/actions/cancel-feedback-action.ts
+++ b/apps/dashboard/app/(main)/billing/actions/cancel-feedback-action.ts
@@ -36,18 +36,18 @@ export async function trackCancelFeedbackAction({
 	planName,
 	immediate,
 }: TrackCancelFeedbackParams): Promise<{ success: boolean }> {
-	const session = await auth.api.getSession({
-		headers: await headers(),
-	});
-	if (!session) {
-		return { success: false };
-	}
+	try {
+		const session = await auth.api.getSession({
+			headers: await headers(),
+		});
+		if (!session) {
+			return { success: false };
+		}
 
-	if (!VALID_REASONS.includes(feedback.reason)) {
-		return { success: false };
-	}
+		if (!VALID_REASONS.includes(feedback.reason)) {
+			return { success: false };
+		}
 
-	try {
 		if (!client) {
 			return { success: true };
 		}
diff --git a/apps/dashboard/app/(main)/links/_components/link-folder-sheet.tsx b/apps/dashboard/app/(main)/links/_components/link-folder-sheet.tsx
index 560baef61..5b36354d2 100644
--- a/apps/dashboard/app/(main)/links/_components/link-folder-sheet.tsx
+++ b/apps/dashboard/app/(main)/links/_components/link-folder-sheet.tsx
@@ -1,6 +1,6 @@
 "use client";
 
-import type { FormEvent } from "react";
+import { type FormEvent, useState } from "react";
 import { Button, Field, Input } from "@databuddy/ui";
 import { Sheet } from "@databuddy/ui/client";
 
@@ -17,14 +17,18 @@ export function LinkFolderSheet({
 	onOpenChange,
 	open,
 }: LinkFolderSheetProps) {
+	const [error, setError] = useState<string | null>(null);
+
 	const handleSubmit = async (event: FormEvent<HTMLFormElement>) => {
 		event.preventDefault();
 		const form = event.currentTarget;
 		const name = new FormData(form).get("name")?.toString().trim() ?? "";
 
 		if (!name) {
+			setError("Enter a folder name.");
 			return;
 		}
+		setError(null);
 		await onCreate(name);
 		form.reset();
 	};
@@ -45,7 +49,15 @@ export function LinkFolderSheet({
 					<Sheet.Body>
 						<Field>
 							<Field.Label>Folder Name</Field.Label>
-							<Input autoFocus name="name" placeholder="Posts" required />
+							<Input
+								aria-invalid={error ? true : undefined}
+								autoFocus
+								name="name"
+								onChange={() => setError(null)}
+								placeholder="Posts"
+								required
+							/>
+							{error ? <Field.Error>{error}</Field.Error> : null}
 						</Field>
 					</Sheet.Body>
 					<Sheet.Footer>
diff --git a/apps/dashboard/app/(main)/links/_components/virtualized-links-list.tsx b/apps/dashboard/app/(main)/links/_components/virtualized-links-list.tsx
index cf0f6a186..d47026a65 100644
--- a/apps/dashboard/app/(main)/links/_components/virtualized-links-list.tsx
+++ b/apps/dashboard/app/(main)/links/_components/virtualized-links-list.tsx
@@ -46,11 +46,22 @@ export function VirtualizedLinksList({
 		if (!(scrollEl && listEl)) {
 			return;
 		}
-		setScrollMargin(
-			listEl.getBoundingClientRect().top -
-				scrollEl.getBoundingClientRect().top +
-				scrollEl.scrollTop
-		);
+		const recalculate = () => {
+			setScrollMargin(
+				listEl.getBoundingClientRect().top -
+					scrollEl.getBoundingClientRect().top +
+					scrollEl.scrollTop
+			);
+		};
+		recalculate();
+		const observer = new ResizeObserver(recalculate);
+		observer.observe(scrollEl);
+		observer.observe(listEl);
+		window.addEventListener("resize", recalculate);
+		return () => {
+			observer.disconnect();
+			window.removeEventListener("resize", recalculate);
+		};
 	}, [scrollRef]);
 
 	const virtualizer = useVirtualizer({
diff --git a/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.tsx b/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.tsx
index 93c9aadc0..f658c9d72 100644
--- a/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/errors/_components/error-table-columns.tsx
@@ -39,7 +39,7 @@ export const errorColumns = [
 					</span>
 					<span className="text-muted-foreground text-xs">
 						{errorsPerUser.toFixed(1)} error
-						{errorsPerUser === 1 ? "" : "s"} per affected user
+						{errorsPerUser.toFixed(1) === "1.0" ? "" : "s"} per affected user
 					</span>
 				</div>
 			);
diff --git a/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx b/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx
index c7261f1e2..907941f05 100644
--- a/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx
+++ b/apps/dashboard/app/(main)/websites/[id]/funnels/page.tsx
@@ -68,7 +68,10 @@ export default function FunnelsPage() {
 	useEffect(() => {
 		if (!isDemoRoute && searchParams.get("new") === "funnel") {
 			setEditing("new");
-			router.replace(pathname);
+			const params = new URLSearchParams(searchParams);
+			params.delete("new");
+			const query = params.toString();
+			router.replace(query ? `${pathname}?${query}` : pathname);
 		}
 	}, [searchParams, router, pathname, isDemoRoute]);
 
diff --git a/apps/dashboard/components/feature-gate.tsx b/apps/dashboard/components/feature-gate.tsx
index 52fad0940..4ad95af8f 100644
--- a/apps/dashboard/components/feature-gate.tsx
+++ b/apps/dashboard/components/feature-gate.tsx
@@ -57,8 +57,13 @@ export function FeatureGate({
 	description,
 	blockWhileLoading = false,
 }: FeatureGateProps) {
-	const { isFeatureEnabled, currentPlanId, isLoading, canUserUpgrade } =
-		useBillingContext();
+	const {
+		isFeatureEnabled,
+		currentPlanId,
+		isLoading,
+		canUserUpgrade,
+		isOrganizationBilling,
+	} = useBillingContext();
 
 	if (isLoading && !blockWhileLoading) {
 		return <>{children}</>;
@@ -136,15 +141,28 @@ export function FeatureGate({
 						</Button>
 					) : (
 						<div className="space-y-3 rounded-md border bg-muted/50 px-4 py-3 text-center">
-							<p className="font-medium text-muted-foreground text-sm">
-								Ask an organization owner or billing admin to upgrade to{" "}
-								{planConfig.name}.
-							</p>
-							<Button asChild className="w-full" size="sm" variant="secondary">
-								<Link href="/organizations/members">
-									View organization members
-								</Link>
-							</Button>
+							{isOrganizationBilling ? (
+								<>
+									<p className="font-medium text-muted-foreground text-sm">
+										Ask an organization owner or billing admin to upgrade to{" "}
+										{planConfig.name}.
+									</p>
+									<Button
+										asChild
+										className="w-full"
+										size="sm"
+										variant="secondary"
+									>
+										<Link href="/organizations/members">
+											View organization members
+										</Link>
+									</Button>
+								</>
+							) : (
+								<p className="font-medium text-muted-foreground text-sm">
+									Upgrade to {planConfig.name} to access this feature.
+								</p>
+							)}
 						</div>
 					)}
 				</Card.Content>
diff --git a/apps/dashboard/lib/query-client.ts b/apps/dashboard/lib/query-client.ts
index a9792d614..742de0ad0 100644
--- a/apps/dashboard/lib/query-client.ts
+++ b/apps/dashboard/lib/query-client.ts
@@ -96,8 +96,7 @@ export function makeQueryClient() {
 				if (
 					isAbortError(error) ||
 					isSilencedError(error) ||
-					mutation.meta?.suppressGlobalErrorToast ||
-					mutation.options.onError
+					mutation.meta?.suppressGlobalErrorToast
 				) {
 					return;
 				}
diff --git a/apps/dashboard/lib/safe-callback.ts b/apps/dashboard/lib/safe-callback.ts
new file mode 100644
index 000000000..f01833677
--- /dev/null
+++ b/apps/dashboard/lib/safe-callback.ts
@@ -0,0 +1,14 @@
+export function safeCallbackPath(
+	callback: string | null | undefined,
+	fallback = "/websites"
+): string {
+	if (
+		typeof callback === "string" &&
+		callback.startsWith("/") &&
+		!callback.startsWith("//") &&
+		!callback.includes("\\")
+	) {
+		return callback;
+	}
+	return fallback;
+}
diff --git a/apps/dashboard/lib/user-facing-error.ts b/apps/dashboard/lib/user-facing-error.ts
index 39a75c592..6e73fc772 100644
--- a/apps/dashboard/lib/user-facing-error.ts
+++ b/apps/dashboard/lib/user-facing-error.ts
@@ -46,7 +46,7 @@ export function getUserFacingErrorMessage(
 
 	const details = error as ErrorDetails;
 	const code = details.data?.code ?? details.code;
-	if (code) {
+	if (typeof code === "string") {
 		const message = CODE_MESSAGES[code.toUpperCase()];
 		if (message) {
 			return message;

From e8ba85d8eb1fa36dea50288c8b026195cb211a92 Mon Sep 17 00:00:00 2001
From: iza <59828082+izadoesdev@users.noreply.github.com>
Date: Sun, 12 Jul 2026 00:33:23 +0300
Subject: [PATCH 129/129] fix(slack): drain runs added during shutdown wait

---
 apps/slack/src/slack/active-runs.ts | 16 ++++++++++------
 1 file changed, 10 insertions(+), 6 deletions(-)

diff --git a/apps/slack/src/slack/active-runs.ts b/apps/slack/src/slack/active-runs.ts
index 3b733299f..a6190c038 100644
--- a/apps/slack/src/slack/active-runs.ts
+++ b/apps/slack/src/slack/active-runs.ts
@@ -76,13 +76,17 @@ export function abortAllSlackActiveRuns(reason: string): number {
 }
 
 export async function waitForSlackActiveRuns(timeoutMs: number): Promise<void> {
-	if (inflightRuns.size === 0) {
-		return;
+	const deadline = Date.now() + timeoutMs;
+	while (inflightRuns.size > 0) {
+		const remaining = deadline - Date.now();
+		if (remaining <= 0) {
+			return;
+		}
+		await Promise.race([
+			Promise.allSettled([...inflightRuns]),
+			new Promise((resolve) => setTimeout(resolve, remaining)),
+		]);
 	}
-	await Promise.race([
-		Promise.allSettled([...inflightRuns]),
-		new Promise((resolve) => setTimeout(resolve, timeoutMs)),
-	]);
 }
 
 export function cleanupSlackActiveRun(run: SlackAgentRun): void {