docs(05-03): complete employee design human verification — Phase 5 complete

.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 |
 
 ---
 

.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

.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*