Approved by Kimi 10/16; Jason runs it. Moving from 2.38.5 to the current stable (three High advisories fixed in 2.43.5). Order: tryagain first and confirm its workflows run, then Carl, then Dr. Hall. Before each: fresh backup, release notes, restore steps ready; afterward update the restore helper's version pin, run a restore drill, and write the update steps into the runbook.

From Jason's review, 10/16: all three customers show "Active, $50" though only one Stripe subscription exists. Kimi, 10/16: Dr. Hall has not paid, so she should show $0 and unpaid; Kimi's own test subscription may have been canceled since, to be checked in Stripe. Dr. Hall's cost also reads $0 because her server is not reported, and "Current" version only means all match. Coolify shows a pending proxy restart on two servers (not an outage; restart needs Kimi's approval).

Approved 10/14 as the model. ClickUp holds the work (Own the Stack list), one task per case with subtasks. Decided 10/16: one list, OTS Service Desk (created by Kimi), split by type: Tickets, Job requests, Invoices, Onboarding. Setup and the n8n automation assigned to Codex 10/16. Open: Notion's role for tickets, weekend due date (assumed end of Monday), Stripe or GoHighLevel for job invoices. Open plans

Resend hit its daily limit on 10/13 after the alert flood. Not re-checked since. Password sign-in and temporary passwords now work without email, but email recovery needs one proven send.

The prepaid-balance block was removed 10/13. A full client quote approval has not been run yet.

Checked 10/15 from the code: a failed portal check never turns the Own the Stack card red or sends an alert; the header can read Operational while the card is red; Uptime Kuma itself is not watched. Fix needs Kimi's go-ahead.

Kimi approved it 10/16 as the planning page here. Open: building the Access tab in the team portal and who edits rows. Open page

Wording change to the subscription plus quoted services model. Exact text approved first.

Carl Gray is set up by hand. Dr. Hall's invoice is linked but unpaid (10/13). Open: which payment event starts the onboarding record, and Dr. Hall's workspace access after payment.

Slack, QuickBooks, Shopify, Meta, Pinterest, X, Trustpilot, Google/YouTube need registered developer apps. 30 tools already connectable (10/13).

They collect payment but write no receipt or subscription result into the portal yet. Tied to the billing branch above.

Her workflow list syncs to the portal (read-only, 10/13). Open: the connections credential inside her n8n, which changes her workspace and needs Kimi's OK.

Built and switched off. Decided 10/14: ClickUp holds the work, notices go to Agency OS (no email), tech tickets due in one business day, Ops sees all incidents. Open: Uptime Kuma's route into tickets.

Uptime Kuma must not share a quota path with portal sign-in or recovery messages. Destination still to pick, with no paid usage without approval.

One client password reset, then the client portal, team portal, support-ticket path, and Stripe-hosted billing page. Proof only; no payment, price, or subscription changes.

Patch ready on the side branch; merge only after the live billing symptoms are retested.

Dashboard access, what counts as an incident, escalation owner, and which monitor events become tickets. Checklist on the Plans page.