Phase 2: Vendor onboarding portal (tenant tokens + billing + attributed devices)

[hanwencheng]

Context

M1 ships the demo; M2 ships the vendor portal that makes the demo a business. Without self-serve onboarding, every vendor pilot requires a manual hand-shake — that doesn't scale beyond 3-5 vendor conversations. The portal converts the demo (the convincing surface) into actual money (the paid pilot).

This issue is the operational backbone of M2 per docs/spec/plans/milestones-roadmap.md §3 — without it, the agent-iam-strategy.md §5 Phase 2 "1 paid pilot at $2-3/device/month" goal is unreachable.

Scope (M2)

Vendor signup flow

• Email + verification — standard signup, email confirm before any provisioning
• Stripe + Alipay account binding — vendor connects a payment instrument before they can register devices. Pre-flight check: their account is provisioned + connected before the device-registration API accepts calls.
• TOS + DPA — operator-visible terms; vendor must accept before tenant activation
• Branding setup — vendor-side display name, logo (used in audit feed UI and parent-side device list)

Tenant token issuance

• One Bearer token per vendor, signed by broker (K1). Token format compatible with Phase 1: AgentKeys MCP server — 7 active tools + 3 schema-only #107 MCP server's per-vendor auth.
• Rotation policy — token validity 90 days; rotation surface in vendor settings; old tokens invalid after rotation grace period (24h)
• Scope binding — token authorizes ONLY this vendor's actor sub-tree (per-actor isolation per arch.md §17)

Device-registration API

• Endpoint: POST /v1/vendor/devices/register(device_id, user_omni)
• Auth: vendor Bearer token + per-request idempotency key
• Returns: actor_omni for the device, signed binding receipt, suggested cap-policy template
• Idempotent per CLAUDE.md "Idempotent remote-setup rule" — same (vendor, device_id, user_omni) always returns the same actor_omni

Per-vendor billing dashboard

• Attributed device count (active in last 30 days), MAU, Pro-tier upgrade revshare (30% of consumer subscriptions per ai-hardware-companion-office-hours.md)
• Invoice generation — monthly auto-invoice via Stripe; Alipay invoices generated as PDF and emailed (no in-Alipay invoicing API in MVP)
• Usage details — per-day device count, audit row count (for capacity planning)

Vendor settings page

• Allowed memory namespaces — vendor restricts which of the 4 namespaces (personal/family/work/travel from Phase 1: Memory namespace model — wire to cap-token + worker filter #108) their devices can write to. Default: all 4 allowed.
• Default cap policies — vendor-level templates that new device registrations inherit
• Branding — display name + logo refresh

Pricing

Per docs/research/ai-hardware-companion-office-hours.md:

• $2-3 / active device / month base fee (active = ≥1 authority event in the trailing 30 days)
• 30% lifetime acquirer-of-record revshare on consumer Pro upgrades attributed to this vendor

Out of scope (defer)

• Multi-team accounts within a vendor org (M3 if a vendor asks for it)
• White-label parent UI per vendor (M4 — branding hooks ship now, full white-label later)
• Volume discounts / enterprise tier (M4 with first enterprise customer)
• Self-serve plan changes (M3 — for M2, plan changes go through ops)

Acceptance criteria

• FoloToy / Ropet / BubblePal (or whichever priority vendor signs first) can self-onboard from a signup page to registering their first device in ≤30 minutes without operator assistance
• Pilot vendor signs the TOS + connects payment + integrates a device + receives a working actor_omni → demo passes for their hardware
• Device registration API is idempotent: registering the same (vendor, device_id, user_omni) twice returns the same actor_omni (no duplicate actors)
• Per-vendor isolation verified: vendor A's Bearer token cannot register a device against vendor B's tenant; vendor A's billing dashboard cannot see vendor B's device count
• First monthly invoice generated correctly + Stripe webhook integration verified end-to-end on a sandbox account
• Vendor settings page lets the vendor restrict allowed namespaces; the MCP server (Phase 1: AgentKeys MCP server — 7 active tools + 3 schema-only #107) enforces the restriction via cap-token claims

Risks

Risk	Mitigation
Stripe + Alipay dual-rail adds complexity early — pick one for M2?	Per ai-hardware-companion-office-hours.md: need Alipay for CN vendors (FoloToy, BubblePal). Skipping Alipay = skipping the wedge market. Ship both; lean on Alipay's PDF-invoice workaround.
Pricing changes after vendor signs → contract disputes	TOS includes a 60-day price-change notice clause; price grandfathered for existing pilots
Per-vendor Bearer token leak in vendor's deployed code	Document rotation as part of onboarding; emit vendor_token_used_from_new_ip audit row when seen
Idempotency cache exhaustion	Idempotency window: 24h. Older keys evict; same key after window returns a NEW actor_omni (acceptable per arch.md actor-binding ceremonies)

References

• docs/spec/plans/milestones-roadmap.md §3 (M2 scope)
• docs/research/agent-iam-strategy.md §5 Phase 2 (vendor wedge thesis)
• docs/research/ai-hardware-companion-office-hours.md — pricing structure + Alipay vs Stripe analysis
• docs/arch.md §6.2 (HDKD actor tree — vendor → user → device hierarchy), §17 (per-actor isolation invariants)
• Phase 1: AgentKeys MCP server — 7 active tools + 3 schema-only #107 (MCP server — consumes the per-vendor Bearer tokens issued here)
• Phase 1: Memory namespace model — wire to cap-token + worker filter #108 (namespace model — vendor settings restrict via cap claims)
• Phase 2: FoloToy outbound + first vendor pilot tracking #116 (FoloToy outreach — first vendor pilot this portal must support)

Effort

~1-2 weeks. Sequencing:

1. (Days 1-3) Signup + TOS + email verification + Stripe/Alipay account binding
2. (Days 3-5) Tenant token issuance + scope binding via broker
3. (Days 5-8) Device registration API + idempotency + binding receipt
4. (Days 8-10) Billing dashboard + invoice generation
5. (Days 10-12) Vendor settings + branding + acceptance tests
6. (Days 12-14) Live pilot integration with first vendor (parallel to Phase 2: FoloToy outbound + first vendor pilot tracking #116)

Pickup notes for the next agent / developer

• Read milestones-roadmap.md §3 for M2 scope
• Then ai-hardware-companion-office-hours.md for pricing rationale + Alipay-vs-Stripe verdict
• Existing broker token issuance lives in crates/agentkeys-broker-server/ — extend, don't replace
• Stripe integration: use Stripe Connect for marketplace-style billing (we're the platform, vendors are the connected accounts)
• Alipay integration: Open Platform docs at https://opendocs.alipay.com/; use the Direct Settlement API. PDF invoices are a workaround for missing in-platform invoicing.
• Don't invent a per-vendor secret-management layer — use the broker's existing K1 signing
• The device-registration API must be idempotent or vendor SDK retry logic creates duplicate actors. Test this explicitly.
• Use the /agentkeys-issue-create skill for any follow-up issues

[nguyencaoky1121-dev]

/attempt #113

Implementation Plan:
Hi! I'm interested in working on this issue.

My Analysis:

• Task Type: bug_fix
• Difficulty: medium
• Estimated Time: 16 hours
• Tech Stack: frontend, backend, devops

Approach:

1. 🔍 Comprehensive Requirement Analysis
   • Core Objective: phase 2: vendor onboarding portal (tenant tokens +...
2. 🏗️ Architectural Setup & Environment Review
   • Target components: src/routes/api.js, src/controllers/controller.js, src/models/Model.js
3. 💻 Core Logic Implementation Phase
   • Address key requirement: (Days 1-3) Signup + TOS + email verification + Stripe/Alipay...
   • Address key requirement: (Days 3-5) Tenant token issuance + scope binding via broker
   • Address key requirement: (Days 5-8) Device registration API + idempotency + binding r...
4. 🧪 Rigorous QA & Verification Loop
   • Verify all acceptance criteria against implementation
   • Perform edge-case stress tests and regression checks
5. 🚀 Final Polish & Submission
   • Code optimization, documentation, and PR creation

I have experience with the required skills and I'm confident I can deliver a high-quality solution that meets all acceptance criteria.

I'll start working on this right away and will submit a PR with a complete solution.

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