docs(05-04): complete RBAC gap closure and wizard error fix plan

- Added 05-04-SUMMARY.md
- Updated STATE.md with decisions and session info
- Updated ROADMAP.md with Phase 5 plan progress (4/4 complete)

.planning/ROADMAP.md

@@ -122,7 +122,7 @@ 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 | 3/4 | Gap Closure | 2026-03-25 |
+| 5. Employee Design | 4/4 | 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 05-03 employee design human verification — Phase 5 complete
+stopped_at: Completed 05-04 RBAC gap closure and wizard error fix
-last_updated: "2026-03-25T02:42:02.720Z"
+last_updated: "2026-03-25T02:52:23.275Z"
 last_activity: 2026-03-23 — Completed 03-02 onboarding wizard, Slack OAuth, BYO API keys
 progress:
   total_phases: 5
   completed_phases: 5
-  total_plans: 21
+  total_plans: 22
-  completed_plans: 21
+  completed_plans: 22
   percent: 100
 ---
 
@@ -73,6 +73,7 @@ Progress: [██████████] 100%
 | 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 |
+| Phase 05-employee-design P04 | 1min | 2 tasks | 3 files |
 
 ## Accumulated Context
 
@@ -156,6 +157,8 @@ Recent decisions affecting current work:
 - [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
+- [Phase 05-employee-design]: /agents/new added to CUSTOMER_OPERATOR_RESTRICTED — startsWith check covers all sub-paths automatically
+- [Phase 05-employee-design]: catch re-throw in handleDeploy is minimal fix — existing createAgent.error UI was correctly wired, just never received the error
 
 ### Roadmap Evolution
 
@@ -171,6 +174,6 @@ None — all phases complete.
 
 ## Session Continuity
 
-Last session: 2026-03-25T02:42:02.717Z
+Last session: 2026-03-25T02:52:23.271Z
-Stopped at: Completed 05-03 employee design human verification — Phase 5 complete
+Stopped at: Completed 05-04 RBAC gap closure and wizard error fix
 Resume file: None

.planning/phases/05-employee-design/05-04-SUMMARY.md

@@ -0,0 +1,76 @@
+---
+phase: 05-employee-design
+plan: "04"
+subsystem: portal
+tags: [rbac, ux, bugfix, gap-closure]
+dependency_graph:
+  requires: [05-03]
+  provides: [EMPL-04-complete]
+  affects: [proxy.ts, agents-page, wizard-deploy]
+tech_stack:
+  added: []
+  patterns: [useSession role gate, proxy RBAC restriction, TanStack Query error re-throw]
+key_files:
+  created: []
+  modified:
+    - packages/portal/proxy.ts
+    - packages/portal/app/(dashboard)/agents/page.tsx
+    - packages/portal/components/wizard-steps/step-review.tsx
+decisions:
+  - "/agents/new added to CUSTOMER_OPERATOR_RESTRICTED — startsWith check already covers all sub-paths (wizard, templates, advanced)"
+  - "Button hidden with role guard in addition to proxy redirect — security at proxy, UX polish at component"
+  - "catch re-throw is minimal fix — existing createAgent.error UI was correctly wired, just never received the error"
+metrics:
+  duration: "~1 min"
+  completed: "2026-03-25"
+  tasks: 2
+  files: 3
+requirements: [EMPL-04]
+---
+
+# Phase 5 Plan 4: RBAC Gap Closure and Wizard Error Fix Summary
+
+**One-liner:** Closed two verification gaps — proxy RBAC blocks /agents/new for operators and wizard deploy errors now surface to user via TanStack Query mutation state.
+
+## Tasks Completed
+
+| Task | Name | Commit | Files |
+|------|------|--------|-------|
+| 1 | Add /agents/new to proxy RBAC restrictions and hide New Employee button | 8b697aa | proxy.ts, agents/page.tsx |
+| 2 | Fix wizard deploy error handling to surface errors to user | 67b3690 | step-review.tsx |
+
+## What Was Built
+
+### Task 1: Frontend RBAC Gap Closure
+
+Two changes to close the operator access gap for agent creation:
+
+**proxy.ts** — Added `"/agents/new"` to `CUSTOMER_OPERATOR_RESTRICTED` array. The existing `startsWith` check at line 59 automatically extends protection to all sub-paths (`/agents/new/templates`, `/agents/new/wizard`, `/agents/new/advanced`). No additional logic needed.
+
+**agents/page.tsx** — Added `useSession` import from `next-auth/react`, extracted `role` from session, and wrapped the New Employee button in a conditional render: `{role && role !== "customer_operator" && (<Button ...>)}`. The button is hidden entirely for operators — the proxy redirect is the security enforcement; button hiding is UX polish to avoid visible-but-blocked affordances.
+
+### Task 2: Wizard Deploy Error Fix
+
+**step-review.tsx** — Added `throw err` in the catch block of `handleDeploy`. The `mutateAsync` call throws on failure; catching without re-throwing caused TanStack Query to never update `createAgent.error` or `createAgent.isError`. The existing error display div at lines 141-145 was correctly wired — it simply never received the error. Re-throwing allows the mutation state to update, and the error div renders automatically.
+
+## Deviations from Plan
+
+None — plan executed exactly as written.
+
+## Success Criteria Verification
+
+- [x] proxy.ts CUSTOMER_OPERATOR_RESTRICTED includes "/agents/new"
+- [x] agents/page.tsx New Employee button conditionally rendered based on session role
+- [x] step-review.tsx catch block re-throws error so mutation error state is set
+- [x] All three changes are minimal, surgical fixes — only 3 files modified, exactly as specified
+
+## Self-Check: PASSED
+
+Files exist:
+- packages/portal/proxy.ts — FOUND
+- packages/portal/app/(dashboard)/agents/page.tsx — FOUND
+- packages/portal/components/wizard-steps/step-review.tsx — FOUND
+
+Commits exist:
+- 8b697aa — FOUND (feat: RBAC restriction + button hide)
+- 67b3690 — FOUND (fix: re-throw deploy error)