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docs(05-02): complete employee creation UI frontend plan

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- Three-option entry screen, template gallery, 5-step wizard, advanced mode
- SUMMARY.md created with task commits, deviations, decisions
- STATE.md updated with decisions, metrics, session
- ROADMAP.md updated with phase 5 plan progress
- Requirements EMPL-01, EMPL-05 marked complete
This commit is contained in:
Adolfo Delorenzo
2026-03-24 20:40:53 -06:00
parent c688b76c13
commit b917f7c54c
4 changed files with 170 additions and 10 deletions
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8
.planning/REQUIREMENTS.md
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@@ -58,11 +58,11 @@ Requirements for beta-ready release. Each maps to roadmap phases.
### Employee Design
- [ ] **EMPL-01**: Multi-step wizard guides user through AI employee creation (role definition, persona, tools, channels, escalation rules) without requiring knowledge of system prompt format
- [x] **EMPL-01**: Multi-step wizard guides user through AI employee creation (role definition, persona, tools, channels, escalation rules) without requiring knowledge of system prompt format
- [x] **EMPL-02**: Pre-built agent templates (e.g., Customer Support Rep, Sales Assistant, Office Manager) available for one-click deployment with sensible defaults
- [x] **EMPL-03**: Template-deployed agents are immediately functional — respond in connected channels with the template's persona, tools, and escalation rules
- [x] **EMPL-04**: Wizard and templates accessible to platform admins and customer admins (RBAC-enforced, not operators)
- [ ] **EMPL-05**: Agents created via wizard or template appear in Agent Designer for further customization
- [x] **EMPL-05**: Agents created via wizard or template appear in Agent Designer for further customization
## v2 Requirements
@@ -143,11 +143,11 @@ Which phases cover which requirements. Updated during roadmap creation.
| RBAC-04 | Phase 4 | Complete |
| RBAC-05 | Phase 4 | Complete |
| RBAC-06 | Phase 4 | Complete |
| EMPL-01 | Phase 5 | Pending |
| EMPL-01 | Phase 5 | Complete |
| EMPL-02 | Phase 5 | Complete |
| EMPL-03 | Phase 5 | Complete |
| EMPL-04 | Phase 5 | Complete |
| EMPL-05 | Phase 5 | Pending |
| EMPL-05 | Phase 5 | Complete |
**Coverage:**
- v1 requirements: 25 total (all complete)