diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 7fb16e1..eef963f 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -121,7 +121,7 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 | 2. Agent Features | 6/6 | Complete | 2026-03-24 | | 3. Operator Experience | 5/5 | Complete | 2026-03-24 | | 4. RBAC | 3/3 | Complete | 2026-03-24 | -| 5. Employee Design | 2/3 | In Progress| | +| 5. Employee Design | 3/3 | Complete | 2026-03-25 | --- diff --git a/.planning/STATE.md b/.planning/STATE.md index d4c7e15..640d13a 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,14 +3,14 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: completed -stopped_at: Completed 05-02 employee creation UI frontend -last_updated: "2026-03-25T02:40:41.630Z" +stopped_at: Completed 05-03 employee design human verification — Phase 5 complete +last_updated: "2026-03-25T02:42:02.720Z" last_activity: 2026-03-23 — Completed 03-02 onboarding wizard, Slack OAuth, BYO API keys progress: total_phases: 5 - completed_phases: 4 + completed_phases: 5 total_plans: 21 - completed_plans: 20 + completed_plans: 21 percent: 100 --- @@ -72,6 +72,7 @@ Progress: [██████████] 100% | Phase 04-rbac P03 | 8min | 2 tasks | 7 files | | Phase 05-employee-design P01 | 7min | 2 tasks | 9 files | | Phase 05-employee-design PP02 | 5min | 2 tasks | 15 files | +| Phase 05-employee-design P03 | 2min | 1 tasks | 0 files | ## Accumulated Context @@ -154,6 +155,7 @@ Recent decisions affecting current work: - [Phase 05-employee-design]: Template GET endpoints use get_portal_caller (not require_tenant_member) — no tenant_id path param in global template routes - [Phase 05-employee-design]: Wizard state held in React useState — persona text in URL would be impractical; step position exposed via URL searchParam only - [Phase 05-employee-design]: Channels step is informational in v1 — agent routing is tenant-scoped, not per-agent; no channel-agent join table in v1 +- [Phase 05-employee-design]: All three creation paths (template, wizard, advanced) confirmed working by human review before Phase 5 marked complete ### Roadmap Evolution @@ -169,6 +171,6 @@ None — all phases complete. ## Session Continuity -Last session: 2026-03-25T02:40:41.627Z -Stopped at: Completed 05-02 employee creation UI frontend +Last session: 2026-03-25T02:42:02.717Z +Stopped at: Completed 05-03 employee design human verification — Phase 5 complete Resume file: None diff --git a/.planning/phases/05-employee-design/05-03-SUMMARY.md b/.planning/phases/05-employee-design/05-03-SUMMARY.md new file mode 100644 index 0000000..bc3265e --- /dev/null +++ b/.planning/phases/05-employee-design/05-03-SUMMARY.md @@ -0,0 +1,103 @@ +--- +phase: 05-employee-design +plan: 03 +subsystem: ui +tags: [nextjs, react, rbac, agent-templates, wizard, agent-designer] + +# Dependency graph +requires: + - phase: 05-02 + provides: "Three-path entry screen, TemplateGallery, EmployeeWizard, Advanced Agent Designer — complete frontend creation flows" + - phase: 05-01 + provides: "Template backend API, build_system_prompt, AgentTemplate ORM model, deploy endpoint" +provides: + - "Human verification that all three employee creation paths work end-to-end" + - "Confirmation that template-deployed agents appear active and are editable" + - "Confirmation that wizard-created agents have auto-generated system prompts with AI transparency clause" + - "Confirmation that customer_operator role cannot access /agents/new (RBAC enforced)" +affects: [employee-management, agent-editing] + +# Tech tracking +tech-stack: + added: [] + patterns: + - "Human-verify checkpoint used to gate phase completion on visual + functional sign-off" + +key-files: + created: [] + modified: [] + +key-decisions: + - "All three creation paths (template, wizard, advanced) confirmed working by human review before Phase 5 marked complete" + +patterns-established: + - "Phase sign-off pattern: human-verify checkpoint as final plan in a phase ensures no functionality ships unverified" + +requirements-completed: [EMPL-01, EMPL-02, EMPL-03, EMPL-04, EMPL-05] + +# Metrics +duration: ~2min +completed: 2026-03-24 +--- + +# Phase 5 Plan 03: Employee Design Human Verification Summary + +**Human-approved sign-off confirming all three AI employee creation paths (template gallery, 5-step wizard, Advanced Agent Designer) work end-to-end with correct RBAC enforcement and auto-generated system prompts** + +## Performance + +- **Duration:** ~2 min (checkpoint approval) +- **Started:** 2026-03-24 +- **Completed:** 2026-03-24 +- **Tasks:** 1 (human-verify checkpoint) +- **Files modified:** 0 + +## Accomplishments + +- Human verified all three creation paths work: template deploy, guided wizard, and Advanced Agent Designer +- Confirmed template-deployed agents appear in Employees list with is_active=true and are editable in Agent Designer +- Confirmed wizard-created agents have auto-generated system_prompt including the AI transparency clause +- Confirmed RBAC correctly blocks customer_operator from accessing /agents/new + +## Task Commits + +This plan contained a single human-verify checkpoint — no code was written. + +1. **Task 1: Verify all three employee creation paths** - Human approval (checkpoint) + +## Files Created/Modified + +None — verification-only plan. + +## Decisions Made + +None — followed plan as specified. The checkpoint confirmed the implementation from plans 05-01 and 05-02 is correct. + +## Deviations from Plan + +None — plan executed exactly as written. + +## Issues Encountered + +None. + +## User Setup Required + +None — no external service configuration required. + +## Next Phase Readiness + +- Phase 5 (Employee Design) is fully complete — all three plans approved +- All five EMPL requirements satisfied: EMPL-01 through EMPL-05 +- The platform now supports the full AI employee lifecycle: template deploy, guided wizard creation, and direct advanced configuration +- No blockers for future phases + +## Self-Check: PASSED + +- SUMMARY.md: FOUND at .planning/phases/05-employee-design/05-03-SUMMARY.md +- State updated: advance-plan, update-progress, record-metric, add-decision, record-session +- ROADMAP.md: Phase 5 marked Complete (3/3 plans with summaries) + +--- +*Phase: 05-employee-design* +*Completed: 2026-03-24*