From 5847052ce49a1e129273643eaf2be2c7d1a73f21 Mon Sep 17 00:00:00 2001 From: Adolfo Delorenzo Date: Wed, 25 Mar 2026 23:07:18 -0600 Subject: [PATCH] =?UTF-8?q?docs:=20add=20Phase=2010=20=E2=80=94=20Agent=20?= =?UTF-8?q?Capabilities=20(real=20tool=20integrations)?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .planning/REQUIREMENTS.md | 20 ++++++++++++++++++- .planning/ROADMAP.md | 18 +++++++++++++++++ .../phases/10-agent-capabilities/.gitkeep | 0 3 files changed, 37 insertions(+), 1 deletion(-) create mode 100644 .planning/phases/10-agent-capabilities/.gitkeep diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 5fd4494..e0bf2e9 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -100,6 +100,16 @@ Requirements for beta-ready release. Each maps to roadmap phases. - [x] **QA-06**: Empty states, error states, and loading states tested and rendered correctly - [x] **QA-07**: CI-ready test suite runnable in GitHub Actions / Gitea Actions pipeline +### Agent Capabilities + +- [ ] **CAP-01**: Web search tool returns real results from a search provider (Brave Search, SerpAPI, or similar) +- [ ] **CAP-02**: Knowledge base tool searches tenant-scoped documents that have been uploaded, chunked, and embedded in pgvector +- [ ] **CAP-03**: Operators can upload documents (PDF, DOCX, TXT) to a tenant's knowledge base via the portal +- [ ] **CAP-04**: HTTP request tool can call operator-configured URLs with response parsing and timeout handling +- [ ] **CAP-05**: Calendar tool can check Google Calendar availability (read-only for v1) +- [ ] **CAP-06**: Tool results are incorporated naturally into agent responses — no raw JSON or technical output shown to users +- [ ] **CAP-07**: All tool invocations are logged in the audit trail with input parameters and output summary + ## v2 Requirements Deferred to future release. Tracked but not in current roadmap. @@ -209,6 +219,13 @@ Which phases cover which requirements. Updated during roadmap creation. | QA-05 | Phase 9 | Complete | | QA-06 | Phase 9 | Complete | | QA-07 | Phase 9 | Complete | +| CAP-01 | Phase 10 | Pending | +| CAP-02 | Phase 10 | Pending | +| CAP-03 | Phase 10 | Pending | +| CAP-04 | Phase 10 | Pending | +| CAP-05 | Phase 10 | Pending | +| CAP-06 | Phase 10 | Pending | +| CAP-07 | Phase 10 | Pending | **Coverage:** - v1 requirements: 25 total (all complete) @@ -217,7 +234,8 @@ Which phases cover which requirements. Updated during roadmap creation. - Web Chat requirements: 5 total (Phase 6, all complete) - Multilanguage requirements: 6 total (Phase 7, all complete) - Mobile + PWA requirements: 6 total (Phase 8, all complete) -- Testing & QA requirements: 7 total (Phase 9) +- Testing & QA requirements: 7 total (Phase 9, all complete) +- Agent Capabilities requirements: 7 total (Phase 10) --- *Requirements defined: 2026-03-23* diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index d11562f..df9584e 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -144,6 +144,7 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8 -> 9 | 7. Multilanguage | 4/4 | Complete | 2026-03-25 | | 8. Mobile + PWA | 4/4 | Complete | 2026-03-26 | | 9. Testing & QA | 3/3 | Complete | 2026-03-26 | +| 10. Agent Capabilities | 0/0 | Not started | - | --- @@ -208,6 +209,23 @@ Plans: - [ ] 09-02-PLAN.md — Visual regression snapshots at 3 viewports, axe-core accessibility scans, Lighthouse CI score gating - [ ] 09-03-PLAN.md — Gitea Actions CI pipeline (backend lint+pytest, portal build+E2E+Lighthouse) + human verification +### Phase 10: Agent Capabilities +**Goal**: Connect the 4 built-in agent tools to real external services so AI Employees can actually search the web, query a knowledge base of uploaded documents, make HTTP API calls, and check calendar availability +**Depends on**: Phase 9 +**Requirements**: CAP-01, CAP-02, CAP-03, CAP-04, CAP-05, CAP-06, CAP-07 +**Success Criteria** (what must be TRUE): + 1. Web search tool returns real search results from a search provider (Brave, SerpAPI, or similar) + 2. Knowledge base tool can search documents that operators have uploaded (PDF, DOCX, TXT) — documents are chunked, embedded, and stored in pgvector per tenant + 3. Operators can upload documents to a tenant's knowledge base via the portal + 4. HTTP request tool can call arbitrary URLs configured by the operator, with response parsing + 5. Calendar tool can check availability on Google Calendar (read-only for v1) + 6. Tool results are incorporated naturally into agent responses (no raw JSON dumps) + 7. All tool invocations are logged in the audit trail with input/output +**Plans**: 0 plans + +Plans: +- [ ] TBD (run /gsd:plan-phase 10 to break down) + --- *Roadmap created: 2026-03-23* *Coverage: 25/25 v1 requirements + 6 RBAC requirements + 5 Employee Design requirements + 5 Web Chat requirements + 6 Multilanguage requirements + 6 Mobile+PWA requirements + 7 Testing & QA requirements mapped* diff --git a/.planning/phases/10-agent-capabilities/.gitkeep b/.planning/phases/10-agent-capabilities/.gitkeep new file mode 100644 index 0000000..e69de29