feat(dashboard): improve business context reading and generation

[izadoesdev]

Business context opened as raw text, exposed generation eligibility only after failure, and made generated replacements difficult to review. The page now provides Markdown previews, explicit draft review, clear generation access, and recoverable manual edits in a compact layout.

• Reuse Streamdown for saved Markdown and partial generation output. AI drafts require review and acceptance before saving; desktop compares versions side by side and mobile switches between them.
• Share page and card geometry across organization, brief, and credit loading. Keep queued progress at the top of a shorter document pane, use one research action per state, and preserve edits while generation runs. Manual editing remains available without credits. Persistent field descriptions replace input placeholders.
• Check generation eligibility before queueing and recheck on the server. Accept up to six public source pages on the selected site or its subdomains; read fresh sources and follow another discovery step within the existing seven-page limit. Partial output remains separate from the approved brief.
• Correct the inherited billing E2E syntax error and absent-actor integration assertion. Deferred browser requests use portable Promise constructors compatible with CI's Node runtime.

Validation: root lint and all 33 workspace typecheck tasks; all 27 pre-push tasks; 25 business-context/measurement browser regressions covering desktop/mobile loading, credits, queued/reading/streaming output, editing, saving, conflicts, history, and recovery. A regression reproduces stale AI draft acceptance and verifies revision protection survives reload until explicit conflict review. Dark-mode screenshots inspected. Brief/document geometry stays fixed through tested transitions; research access changes remain under 1px. Earlier backend validation includes 24 RPC tests, 52 generator/shared-schema tests, and 25 isolated PostgreSQL storage tests. All fixtures are synthetic and paid providers are mocked.

Based on current staging, including session-only mutations and metadata-read fixes. Related context work: #751; no dependency on an unmerged branch. No new dependencies, tables, or migrations. AI-assisted implementation and review.

[vercel]

The latest updates on your projects. Learn more about Vercel for GitHub.

Project	Deployment	Actions	Updated
dashboard	Ready	Preview	Sep 16, 2026 9:43am UTC
databuddy-status	Ready	Preview	Sep 16, 2026 9:43am UTC

1 Skipped Deployment

Project	Deployment	Actions	Updated
documentation	Skipped		Sep 16, 2026 9:43am UTC

[coderabbitai]

Important

Review skipped

Auto reviews are disabled on this repository. Please check the settings in the CodeRabbit UI or the .coderabbit.yaml file in this repository. To trigger a single review, invoke the @coderabbitai review command.

⚙️ Run configuration

Configuration used: Repository UI

Review profile: ASSERTIVE

Plan: Advanced

Run ID: f6a9c59f-cc9d-4472-bfc7-991305fd53ea

You can disable this status message by setting the reviews.review_status to false in the CodeRabbit configuration file.

Use the checkbox below for a quick retry:

• 🔍 Trigger review

---

Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

❤️ Share

• X
• Mastodon
• Reddit
• LinkedIn

_{Comment @coderabbitai help to get the list of available commands.}

[unkey-deploy]

The latest updates on your projects. Learn more about Unkey Deploy

Name	Status	Preview	Inspect	Updated (UTC)
links (preview)	Ready	Visit Preview	Inspect	Sep 16, 2026 9:42am

[greptile-apps]

Greptile Summary

This PR improves the organization business-context workflow across the dashboard, RPC, service, shared schema, and Insights worker.

• Adds Markdown previews, explicit AI-draft comparison and acceptance, responsive loading states, and persistent editing guidance.
• Adds generation-access preflight checks while retaining server-side enforcement and unrestricted manual editing.
• Supports bounded, same-site source URLs, fresh page reads, streamed generation progress, and an additional discovery pass.
• Preserves revision conflicts when accepting AI drafts and adds regression coverage for stale drafts, loading transitions, billing states, and draft recovery.
• Updates supporting integration and E2E tests for portable deferred requests and corrected assertions.

Confidence Score: 5/5

The PR appears safe to merge; the two previous findings are resolved and no new actionable defects were identified.

The stale AI-draft path now preserves the older base revision until the user explicitly reviews the conflict, and prohibited placeholders were replaced with persistent descriptions. Both previous threads were manually resolved without explanatory replies.

Important Files Changed

Filename	Overview
apps/dashboard/app/(main)/organizations/components/business-context-editor.tsx	Adds preview, editing, generation, comparison, and conflict-review states while preserving stale-revision protection.
apps/dashboard/app/(main)/organizations/components/business-context-settings.tsx	Connects generation-access state and source URLs to the business-context editor.
apps/insights/src/organization-business-context.ts	Adds fresh same-site source reading, bounded follow-up discovery, and separately persisted streaming progress.
packages/rpc/src/lib/business-context-access.ts	Introduces read-only billing and provider-configuration preflight checks for AI generation.
packages/rpc/src/routers/business-context.ts	Exposes generation access and rechecks eligibility before queueing generation.
packages/services/src/organization-business-context.ts	Persists validated source selections and transient generation progress without promoting partial output to the saved profile.
packages/shared/src/organization-business-context.ts	Defines bounded public source URL, provenance timestamp, and generation-progress contracts.
apps/dashboard/test/e2e/specs/regressions/business-context.spec.ts	Adds broad regression coverage for responsive loading, access states, generation review, stale revisions, and recovery.

Flowchart

%%{init: {'theme': 'neutral'}}%%
flowchart LR
    A[Organization member] --> B[Business context dashboard]
    B --> C[Manual editing]
    B --> D[Generation access preflight]
    D -->|Allowed| E[Queue generation]
    D -->|Unavailable or no credits| C
    E --> F[Read bounded same-site sources]
    F --> G[Stream partial draft]
    G --> H[Review current and proposed versions]
    H --> I[Accept into local draft]
    I --> J{Revision still current?}
    C --> J
    J -->|Yes| K[Save canonical profile]
    J -->|No| L[Conflict review]
    L --> K

Loading

_{Reviews (2): Last reviewed commit: "fix(dashboard): preserve stale AI draft ..." | Re-trigger Greptile}