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member-console/README.md
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cgalo5758 71818de0bd Add setup checklist and empty-state guidance
Implement the ux-first-run change: a state-derived setup checklist on
/operator/setup with a landing region that recedes once required steps
are done, and empty states that distinguish blocked from empty across
operator and member surfaces. Also add production deployment and
environment reference docs, plus a config-key completeness test.
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# member-console
**One system for memberships and the hosted services they pay for.**
member-console is open-source software for offering hosted services on a paid
membership. In one place it handles the pieces that otherwise get stitched
together by hand — who each member is, what they're entitled to, what they pay —
then turns that into the actual, metered services running on their behalf, kept
in sync as members join, upgrade, and leave. New kinds of service attach through
a shared contract instead of reshaping how membership or billing work, so the
offering can grow on one foundation.
It has two sides: an **operator panel** where staff run the service, and a
**member panel** where members sign in to manage their own plan and workspace.
_Developed by the Wiki Cafe Multistakeholder Cooperative, and built for any organization to run._
![Operator overview — at-a-glance deployment counts, recent activity, and system status](docs/images/operator-overview.png)
_The operator landing surface_
> **Status: pre-production.** The engine is feature-complete for its first
> service tiers, but this is not yet a hardened, turnkey deployment. Expect
> rough edges in first-run setup. [docs/production-deployment.md](docs/production-deployment.md)
> sequences a real path to a running production instance, but it is a
> self-hoster's guide to follow and adapt, not a one-command install — the
> test stack remains the fastest way to see the console running. See
> [`status/`](status/) for the honest state of every milestone.
License: **AGPL-3.0** — see [LICENSE](LICENSE).
## What it does
- **Governance spine** — identity (via any OIDC provider) → organization → workspace,
with auto-provisioning of a default workspace for new members.
- **Entitlements** — grants resolve to numeric limits (e.g. FedWiki site count and
storage) materialized per resource pool; plan ladders model upgrade/downgrade
paths with a generic transition primitive.
- **Billing** — Stripe is the billing execution engine. Products, prices,
customers, subscriptions, and invoices are mirrored via a webhook pipeline;
the console never holds card data.
- **Integrations** — an integration contract (manifest, namespaced resource
keys, lifecycle verbs) lets a new hosted service conform without reshaping the
operator panel or entitlement layer. FedWiki is the first conforming integration.
## Architecture
- **Go 1.23**, server-rendered **HTMX** multi-page app — no SPA framework — under a
strict Content-Security-Policy (`script-src 'self'`, `style-src 'self'`; all JS
and CSS is self-hosted, no inline `<script>`/`style=`).
- **PostgreSQL** with a schema-ownership boundary between core and integrations:
the console's own data lives in a single `core` schema, and each integration
owns its schema (`fedwiki`, `stripe`) and its own migration ledger — so adding
one renumbers nothing (core-first is the only ordering rule). Queries are
generated with **sqlc**; migrations run with **goose**.
- **Temporal** for durable workflows (provisioning, integration sync, billing
sweeps).
- **OIDC** for authentication — member-console is identity-provider-agnostic and
works with any OIDC-compliant IDP (the test stack ships Keycloak).
Full documentation is indexed in [`docs/`](docs/README.md), grouped by audience
(developer / admin / user). Highlights:
[deployment architecture](docs/deployment-architecture.md),
[hosting](docs/hosting.md),
[building an integration](docs/building-an-integration.md),
[database management](docs/database-management.md), and [Stripe](docs/stripe.md).
## Running it
**What you need:**
- A **FedWiki farm** — FedWiki is the console's only conforming integration
today (see "What it does" above), so a deployment with no farm has no
product to actually deliver to a paying member. See
[fedwiki-setup.md](docs/fedwiki-setup.md).
- An **OIDC identity provider** — any OIDC-compliant provider; the console
authenticates members and operators against it and never stores passwords
itself. See [identity-provider-setup.md](docs/identity-provider-setup.md).
- **PostgreSQL**, **Valkey**, and **Temporal** — the console's own data
store, session store, and durable-workflow engine (provisioning,
integration sync, billing sweeps). See
[database-management.md](docs/database-management.md) and
[deployment-architecture.md](docs/deployment-architecture.md).
- **Stripe** — optional, only needed to sell paid products; a deployment
offering only free or unmetered products can skip it. See
[stripe.md](docs/stripe.md).
**First run, in order:**
1. Deploy the console and the dependencies above — see
[docs/production-deployment.md](docs/production-deployment.md) for the
sequenced path from a built image to a running instance.
2. Sign in as an operator (the account holding the `operator-member` role
configured on the identity provider).
3. Follow the in-app setup checklist at `/operator/setup`, which walks
through everything still needed to reach a deliverable product.
## Quickstart (local development)
Prerequisites: Docker (with Compose), Go 1.23+, and `make`.
The test stack brings up Postgres, Valkey, Temporal, and Keycloak in
containers, then runs the console from source against them. All commands run
from the `test/` directory:
```bash
cd test
./bootstrap-stack.sh # generate a per-worktree .env with collision-free ports
docker compose up -d # Postgres, Valkey, Temporal, Keycloak
set -a; . ./.env; set +a # load the generated host ports / secrets
go run .. start --config mc-config.yaml
```
Integrations are opt-in, not baked into the stack: a FedWiki farm or a live
Discourse forum is composed by adding its name to the `COMPOSE_PROFILES` knob
in the generated `test/.env` (and uncommenting that integration's `MC_*` block
in the same file). The console runs fine with neither.
`bootstrap-stack.sh` prints the URL table it allocated. With default ports the
console is at **http://member-console.localhost:9481**; sign in to the operator
panel as `alice` / `password`.
> On a fresh stack the console rides out Temporal's cold-start with a bounded
> connect retry, so the first `start` may pause briefly before the server comes
> up — no re-run needed.
See [`test/AGENTS.md`](test/AGENTS.md) for the full stack contract (idempotency,
Stripe webhook constraints, teardown, running multiple worktrees concurrently).
## Project status & roadmap
See [`status/`](status/) for the development roadmap, milestones, and notes.
Substantial changes are tracked as [OpenSpec](https://openspec.dev) proposals
under [`openspec/`](openspec/).
## Contributing
Contributions are welcome — see [CONTRIBUTING.md](CONTRIBUTING.md) for the
development workflow, building and testing, and the project conventions.
## Security
To report a vulnerability, see [SECURITY.md](SECURITY.md). Please do not open a
public issue for security reports.
## License
Licensed under the GNU Affero General Public License v3.0. See [LICENSE](LICENSE).