Move docs

Author: rmorse

docs/README.md .agents/plans/README.mddocs/README.md renamed to .agents/plans/README.md

@@ -317,6 +317,18 @@ func renderAgentWithThreads(items []json.RawMessage) error {
 	return nil
 }
 
+// Customer-facing thread types (visible to customer).
+// Full HelpScout type list: beaconchat, chat, customer, forwardchild, forwardparent, lineitem, message, note, phone
+// Excluded: note (internal), lineitem (system event), forwardparent/forwardchild (routing)
+var customerFacingTypes = map[string]bool{
+	"customer":   true,
+	"reply":      true,
+	"message":    true, // agent-initiated (not a reply)
+	"chat":       true,
+	"phone":      true,
+	"beaconchat": true, // Beacon widget chat
+}
+
 // conversationSummary holds pre-computed metrics from embedded thread data.
 type conversationSummary struct {
 	ThreadCount       int
@@ -338,7 +350,9 @@ func computeSummary(c types.Conversation, threads []types.Thread) conversationSu
 	for _, t := range threads {
 		s.ThreadsByType[t.Type]++
 		s.LastActivity = t.CreatedAt
-		s.LastBy = t.Type
+		if customerFacingTypes[t.Type] {
+			s.LastBy = t.Type
+		}
 		if len(t.Attachments) > 0 {
 			s.HasAttachments = true
 			s.AttachmentCount += len(t.Attachments)

docs/docs/planned-parity.md .agents/plans/docs/planned-parity.mddocs/docs/planned-parity.md renamed to .agents/plans/docs/planned-parity.md

@@ -398,6 +398,65 @@ func TestComputeSummary(t *testing.T) {
 		assert.Equal(t, 1, s.ThreadCount) // still counts threads
 	})
 
+	t.Run("note after reply — still shows reply", func(t *testing.T) {
+		c := types.Conversation{CreatedAt: "2025-01-01T10:00:00Z"}
+		threads := []types.Thread{
+			{Type: "customer", CreatedAt: "2025-01-01T10:00:00Z"},
+			{Type: "reply", CreatedAt: "2025-01-01T11:00:00Z"},
+			{Type: "note", CreatedAt: "2025-01-01T12:00:00Z"},
+		}
+		s := computeSummary(c, threads)
+		assert.Equal(t, "reply", s.LastBy)
+		assert.False(t, s.AwaitingReply)
+	})
+
+	t.Run("note after customer — still awaiting", func(t *testing.T) {
+		c := types.Conversation{CreatedAt: "2025-01-01T10:00:00Z"}
+		threads := []types.Thread{
+			{Type: "customer", CreatedAt: "2025-01-01T10:00:00Z"},
+			{Type: "note", CreatedAt: "2025-01-01T11:00:00Z"},
+		}
+		s := computeSummary(c, threads)
+		assert.Equal(t, "customer", s.LastBy)
+		assert.True(t, s.AwaitingReply)
+	})
+
+	t.Run("lineitem after customer — still awaiting", func(t *testing.T) {
+		c := types.Conversation{CreatedAt: "2025-01-01T10:00:00Z"}
+		threads := []types.Thread{
+			{Type: "customer", CreatedAt: "2025-01-01T10:00:00Z"},
+			{Type: "reply", CreatedAt: "2025-01-01T11:00:00Z"},
+			{Type: "customer", CreatedAt: "2025-01-01T12:00:00Z"},
+			{Type: "lineitem", CreatedAt: "2025-01-01T13:00:00Z"},
+		}
+		s := computeSummary(c, threads)
+		assert.Equal(t, "customer", s.LastBy)
+		assert.True(t, s.AwaitingReply)
+	})
+
+	t.Run("forward types ignored", func(t *testing.T) {
+		c := types.Conversation{CreatedAt: "2025-01-01T10:00:00Z"}
+		threads := []types.Thread{
+			{Type: "customer", CreatedAt: "2025-01-01T10:00:00Z"},
+			{Type: "forwardparent", CreatedAt: "2025-01-01T11:00:00Z"},
+			{Type: "forwardchild", CreatedAt: "2025-01-01T12:00:00Z"},
+		}
+		s := computeSummary(c, threads)
+		assert.Equal(t, "customer", s.LastBy)
+		assert.True(t, s.AwaitingReply)
+	})
+
+	t.Run("message type counts as agent reply", func(t *testing.T) {
+		c := types.Conversation{CreatedAt: "2025-01-01T10:00:00Z"}
+		threads := []types.Thread{
+			{Type: "customer", CreatedAt: "2025-01-01T10:00:00Z"},
+			{Type: "message", CreatedAt: "2025-01-01T11:00:00Z"},
+		}
+		s := computeSummary(c, threads)
+		assert.Equal(t, "message", s.LastBy)
+		assert.False(t, s.AwaitingReply)
+	})
+
 	t.Run("attachments counted", func(t *testing.T) {
 		c := types.Conversation{CreatedAt: "2025-01-01T10:00:00Z"}
 		threads := []types.Thread{