# Page-level IA - Depth / Pro (node 5) - **Node:** 5 Depth (Pro-gated). The two surfaces that carry the paid tier: History and Trends (the main Pro-value depth of J-MAIN over time) and Upgrade / Tendd Pro (the conversion screen). One artifact because they are the gate and the thing behind the gate, always seen together. - **Type:** Pages (History and Trends, Upgrade / Tendd Pro), Section (GC7 Pro Gate and Plan Chip is specified here), States (success, Pro-locked, empty, loading, error, processing). - **Canonical visual:** `ia/pro.html`. - **Job:** History and Trends serves J-MAIN over time. Upgrade / Tendd Pro serves no user job; it is decision-justified by D3 (the free vs paid split) and D4 (pricing), and is the one screen in the whole IA that traces to a decision rather than a job (see the Traceability orphan note). Primary persona Emma for trends, Claudia converts fastest. - **Related:** every Pro gate across the app (5.12 lock, advanced alerts in 3.8, full guide in 4.9) routes here via GC7. Reuses GC1, GC3 (core.md). GC7 is specified here. Connecting more banks is not a gate: Free is uncapped on connections. --- ## Decisions (recommendations, flagged for review) - **Upgrade is never a global destination; it is only ever reached from a real gate, and it always shows which gate the person came from.** Traces the Traceability decision (Upgrade is a contextual gate, not a nav item) and the calm principle (no standing "pay us" invitation). Reason: the upgrade prompt is honest only at the moment the person wants the thing it unlocks. - **The free tier is gated by depth and history, never by the core relief experience, by subscription count, or by the number of bank connections.** Traces D3 explicitly, and supersedes the older CLAUDE.md "up to 10 subscriptions" and "up to 2 bank accounts" lines, both since removed (recorded in the Entities scope note). Reason: D3 is the later locked decision and the source of truth, and a connection cap is really a visibility cap. - **History and Trends shows the free user a real preview frame (axes, their own category labels) behind the lock, not a fake blurred chart.** Reason: an honest "here is the shape of what you would see" is more trustworthy and more persuasive than a decorative blur, and it fits the trust-first tone. - **Pricing is presented yearly-first with the monthly equivalent, because $69 a year reads calmer than $7.99 a month for an anxious user, and the yearly plan is the one Tendd prefers.** Traces D4. [? confirm price-anchoring order in testing.] - **[? draft copy] all copy below is a specific first draft.** --- ## Flow / block order ### 5.12 History and Trends (Page, Prompt 1 screen 12) Uses GC1, GC3, GC7. Entities Charge, Subscription, Plan. Block order: 1. (P) Title: "Your trends." [? draft copy] 2. (P) Time-range selector: 3 months, 6 months, 12 months. Traces D3. 3. (P) Spend-over-time chart placeholder: monthly recurring total across the range. Traces the Charge history. 4. (S) Trend list: per-category or per-subscription change ("Streaming up $6 since March"). 5. (S) Export action: "Export as CSV." Pro. Traces D3. 6. (P) Pro-lock overlay for free users: a real preview frame with "See how your spend changes over time with Tendd Pro." -> GC7 -> 5.13. Traces D3. ### 5.13 Upgrade / Tendd Pro (Page, screen 13) Uses GC1, GC7 (context). Entity Plan. Serves no user job; decision-justified (D3, D4). Block order: 1. (P) Title: "Tendd Pro." [? draft copy] 2. (S) Contextual reason: "You came here from Trends." (varies by originating gate). Traces GC7. 3. (P) What Pro unlocks: history and trends, advanced alerts (trial ending, unusual, duplicate), full step-by-step cancel guides and one-tap cancel links, export. Traces D3. (Connecting more banks is not a Pro unlock: Free is uncapped on connections.) 4. (P) Pricing: "$69 a year (that is $5.75 a month)" as the primary option, "$7.99 a month" as the secondary, and "Lifetime, one payment" [? price TBD $99 to $139, D4]. Traces D4. 5. (P) Upgrade action: "Start Tendd Pro." 6. (S) Positioning line: "Pays for itself with the first subscription you cancel." Traces D4. ### Section GC7 - Pro Gate and Plan Chip (specified here, reused by 2.6, 2.7, 3.8, 4.9, 6.14) Block order: (1) plan indicator (a small "Free" or "Pro" chip), (2) at a gated feature, a short "what unlocks" line plus an upgrade action into 5.13. Traces the Plan entity, D3, D4. States: free (shows the upgrade affordance at gates), Pro (shows a Pro badge, no gate). Same content on mobile and desktop. --- ## States | Node | State | What it reads like | Trigger | |------|-------|--------------------|---------| | 5.12 | success | Chart plus trend list, full range | Pro user with enough history | | 5.12 | Pro-locked | Real preview frame plus the upgrade overlay | Free user (D3) | | 5.12 | empty | "Still gathering your history. Check back in a few weeks." | Paid user with under 3 months of data. Distinct from the Pro lock. Critique fix. | | 5.12 | loading | Skeleton chart | Fetching history | | 5.12 | error | "We could not load your trends. Try again." | Load failed | | 5.13 | default | Unlocks list plus pricing | Reached from any gate | | 5.13 | processing | "Setting up your Pro plan..." | Payment in progress | | 5.13 | error | "That payment did not go through. Try another method." | Payment failed | | 5.13 | success | "You are on Tendd Pro." then returns to the originating gate | Upgrade completed | | GC7 | free | Upgrade affordance shown at the gate | Free plan | | GC7 | Pro | Pro badge, no gate | Pro plan | --- ## SEO Private, behind auth and transactional (the Upgrade screen handles payment). `noindex`, no schema, not a content surface. If Tendd later publishes a public pricing page outside this app repo, that page gets its own SEO from the engine in seo.md; the in-app Upgrade screen does not. --- ## Accessibility - History time-range selector is a labeled tab or segmented control, keyboard operable, current range announced. - The chart carries a text summary ("Monthly recurring total, $210 in April rising to $247 in July") so the trend is available without seeing the chart; the chart is not the only way to get the number. - The Pro-lock overlay does not trap a free user: the preview frame is readable, and the upgrade action is one clearly labeled button, not a full-screen block with no exit. - Upgrade pricing options are a labeled radio group; the selected plan and its price are announced; the pay button states the amount it will charge. - Payment processing and result use `aria-live` so a screen reader is told the outcome. - Tap targets at least 44 by 44 px. --- ## Mobile (Tendd is mobile-first responsive web scaling to desktop) Cross-checked against Breakpoint Deltas. Two deltas: on desktop, the History trend list (5.12 block 4) may sit beside the chart rather than below it (a stacked-to-side reflow); and Upgrade (5.13) is a candidate to render as a centered modal over the originating screen on desktop, full screen on mobile. GC7 is identical across breakpoints. Breakpoint values set in Wireframes. --- ## Locked (draft, 2026-07-03) / Open - **Locked (draft, 2026-07-03):** - Upgrade is only ever reached from a gate and shows its origin; never a nav item. - Free is gated by depth and history, never by subscription count or connection count (D3 over the old CLAUDE.md lines). - History shows a real preview frame behind the lock, not a fake blur. - Pricing presented yearly-first with the monthly equivalent (D4). - GC7 specified here as canonical. - **Still [?] (operational or data, not IA):** - The lifetime price ($99 to $139, D4). Resolving input: a pricing model. - Payment provider specifics (Stripe flows, dunning) are ops, not IA.