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PLAN

Last updated: 2026-09-28

This is the human-facing execution dashboard for open-beta work.

Open this doc first when resuming work. Use docs/PRODUCT_SPEC.md for global product behavior and invariants. Use milestone docs under docs/milestones/ when a milestone is large or active enough to need a checklist-bearing execution doc. Use supporting specs under docs/specs/ for detailed local requirements. Use docs/BACKLOG.md for post-MVP work only.

Milestone Conventions

  • Every milestone's exit criteria must include a content promises check: confirm no work in the milestone introduced or violated a docs/CONTENT_PROMISES.md entry.
  • When milestone target dates change or milestones are added/removed, update docs/milestones.ics in the same commit. This file feeds a Proton Calendar subscription.
  • A new milestone cannot begin unless at least one article from docs/CONTENT_PLAN.md has been published since the previous milestone started. Content production is a parallel track; milestone transitions are the checkpoint.

Current

  • Active milestone:
    • MS22 - Invoice Line Items and Developer API — starts 2026-09-28; line items first, then a polling-based API for developers. Content-publish gate waived by n8 on the custody article shipped the weekend M21 closed.
  • Status: M22 approved; Phase 1 done, Phase 2 active. M23 drafted, scope awaits review.
  • Next action: Approve, then work docs/strategies/22.2_API_KEYS_AND_CONTRACT.md.
  • Most recently completed milestone doc: docs/milestones/x21_OB_DEPLOYMENT.md

Published Release Target

  • First public release: mid-to-late 2027 (reforecast needed). The open beta milestone (MS21, closed 2026-09-06) covers the open beta. M23 now runs through 2028-03-29, so the earlier published release target needs explicit reassessment before it is treated as a committed date.

Active and Upcoming Milestones

Status ID Milestone Short intent Target Primary doc
[ ] 22 Invoice Line Items and Developer API Deliver itemized invoices, then a developer API to create, optionally send, and poll invoice state. 2027-03-28 docs/milestones/22_LINE_ITEMS_DEVELOPER_API.md
[ ] 23 Open Beta Product & Growth Iteration Establish discovery and marketing practice, then select and release a bounded product bundle; consider payment-event webhooks. 2028-03-29 docs/milestones/23_OPEN_BETA_PRODUCT_GROWTH.md

Completed Milestones

Status ID Milestone Short intent Primary doc
[x] 1 Ownership & Access Enforce strict owner boundaries and safe denied-state UX. docs/milestones/x1_OWNERSHIP_ACCESS.md
[x] 2 Invoice UX Foundations Establish invoice CRUD, status flow, BTC/USD display, and public sharing basics. docs/milestones/x2_INVOICE_UX_FOUNDATIONS.md
[x] 3 Test Hardening Add baseline feature coverage for public/share, rates, and trash/restore flows. docs/milestones/x3_TEST_HARDENING.md
[x] 4 Rate & Currency Correctness Lock USD-canonical rate behavior and shared formatting rules. docs/milestones/x4_RATE_CURRENCY_CORRECTNESS.md
[x] 5 Wallet Onboarding & Derived Addresses Add wallet-key onboarding and per-invoice derived receive addresses. docs/milestones/x5_WALLET_ONBOARDING_DERIVED_ADDRESSES.md
[x] 6 Blockchain Payment Detection Poll chain activity for invoice addresses and update invoice payment state automatically. docs/milestones/x6_BLOCKCHAIN_PAYMENT_DETECTION.md
[x] 7 Partial Payments & Outstanding Summaries Record multiple payments, preserve USD snapshots, and surface outstanding balance behavior. docs/milestones/x7_PARTIAL_PAYMENTS_OUTSTANDING_SUMMARIES.md
[x] 8 Invoice Delivery & Auto Receipts Add invoice send flow, delivery logging, and automatic paid receipts. docs/milestones/x8_INVOICE_DELIVERY_AUTO_RECEIPTS.md
[x] 9 Print & Public Polish Align print/public output with branding, status, and public-state expectations. docs/milestones/x9_PRINT_PUBLIC_POLISH.md
[x] 10 User Settings Add invoice defaults and stabilize wallet/settings behavior. docs/milestones/x10_USER_SETTINGS.md
[x] 11 Observability & Safety Add safety checks, structured logging, and failure-path hardening. docs/milestones/x11_OBSERVABILITY_SAFETY.md
[x] 12 Payment & Address Accuracy Correct derivation mismatches and lock confirmation-aware payment accuracy. docs/milestones/x12_PAYMENT_ADDRESS_ACCURACY.md
[x] 13 UX Overhaul Deliver dashboard/theme/help/onboarding/settings IA and close Task 13 Browser QA. docs/milestones/x13_UX_OVERHAUL.md
[x] 14 On-Chain Payment Attribution Hardening Make attribution key-aware, detect unsupported wallet reuse, reinforce dedicated-account usage, and provide auditable correction tooling. docs/milestones/x14_PAYMENT_ATTRIBUTION_HARDENING.md
[x] 15 CryptoZing.app SEO Bootstrap Get the placeholder/landing page discovered, indexed, and monitored early before go-live. docs/milestones/x15_CRYPTOZING_APP_SEO_BOOTSTRAP.md
[x] 16 Mailer & Alerts Polish + Audit Restore trustworthy outbound mail, delivery safeguards, truthful notification model, sequence-keyed past-due scheduling, persistent queue worker, and Mailgun webhook delivery status feedback. docs/milestones/x16_MAILER_AND_ALERTS_POLISH_AUDIT.md
[x] 17 Product Readiness Rationalize the test suite, replace "owner" with "issuer" in all UI and mail copy, add service health monitoring to the support dashboard, and extend the getting-started flow with a post-payment receipt step. docs/milestones/x17_PRODUCT_READINESS.md
[x] 18 Pre-Release Content & SEO Extend the site from a single placeholder to a lightweight content site with educational articles, adapted Helpful Notes, and a staging path — giving search engines substance to rank before RC1 ships. docs/milestones/x18_PRERELEASE_CONTENT_SEO.md
[x] 19 Open Beta Hardening & Ops Open-beta hardening before mainnet cutover: notification coverage, auth/session hardening, LLC formation, legal layer, content-promises reconciliation, contributor docs, micro-monetize (donations), and 2FA (email + TOTP). docs/milestones/x19_OB_HARDENING_OPS.md
[x] 20 Mainnet Cutover & Alpha Gate Provision production hosting, go live on mainnet privately (real self-sent payment) with an invite-only alpha access gate, migrate the article site off GitHub Pages, and prove a cutover runbook with backout before the public open beta. docs/milestones/x20_MAINNET_CUTOVER_ALPHA_GATE.md
[x] 21 CryptoZing.app Deployment (Open Beta) Open the existing mainnet deployment at cryptozing.app, retire the alpha hostname, replace the Pages placeholder while preserving content/SEO, publish the legal layer, and complete rollout sign-off. docs/milestones/x21_OB_DEPLOYMENT.md