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docs(05-employee-design): create phase plan — 3 plans in 3 waves

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Adolfo Delorenzo
2026-03-24 20:11:56 -06:00
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.planning/ROADMAP.md
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@@ -93,6 +93,23 @@ Plans:
- [ ] 04-02-PLAN.md — Portal RBAC integration: Auth.js JWT role claims, proxy role redirects, role-filtered nav, tenant switcher, impersonation banner, invite acceptance page, user management pages
- [ ] 04-03-PLAN.md — Wire RBAC guards to all existing API endpoints, impersonation audit logging, integration tests, human verification checkpoint
### Phase 5: Employee Design
**Goal**: Operators and customer admins can create AI employees through a guided wizard that walks them through role definition, persona setup, tool selection, and channel assignment — or deploy instantly from a library of pre-built agent templates
**Depends on**: Phase 4
**Requirements**: EMPL-01, EMPL-02, EMPL-03, EMPL-04, EMPL-05
**Success Criteria** (what must be TRUE):
1. An operator can create a fully configured AI employee by completing a multi-step wizard without needing to understand the underlying system prompt format
2. Pre-built agent templates (e.g., Customer Support Rep, Sales Assistant, Office Manager) are available for one-click deployment with sensible defaults
3. A template-deployed agent is immediately functional — responds in connected channels with the template's persona, tools, and escalation rules
4. The wizard and templates are accessible to both platform admins and customer admins (respecting RBAC)
5. Created agents appear in the Agent Designer for further customization after initial setup
**Plans**: 3 plans
Plans:
- [ ] 05-01-PLAN.md — Backend: AgentTemplate model, migration 007 with 7 seed templates, template list/deploy API, system prompt builder, unit + integration tests
- [ ] 05-02-PLAN.md — Frontend: three-option entry screen, template gallery with one-click deploy, 5-step wizard (Role/Persona/Tools/Channels/Escalation), Advanced mode relocation
- [ ] 05-03-PLAN.md — Human verification: test all three creation paths, RBAC enforcement, system prompt auto-generation
## Progress
**Execution Order:**
@@ -104,7 +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 | 0/0 | Not started | - |
| 5. Employee Design | 0/3 | Not started | - |
---
@@ -112,21 +129,6 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5
**LLM-03 conflict resolved:** BYO API keys confirmed in v1 scope per user decision during Phase 3 context gathering. Implemented via Fernet encryption in Phase 3.
### Phase 5: Employee Design
**Goal**: Operators and customer admins can create AI employees through a guided wizard that walks them through role definition, persona setup, tool selection, and channel assignment — or deploy instantly from a library of pre-built agent templates
**Depends on**: Phase 4
**Requirements**: EMPL-01, EMPL-02, EMPL-03, EMPL-04, EMPL-05
**Success Criteria** (what must be TRUE):
1. An operator can create a fully configured AI employee by completing a multi-step wizard without needing to understand the underlying system prompt format
2. Pre-built agent templates (e.g., Customer Support Rep, Sales Assistant, Office Manager) are available for one-click deployment with sensible defaults
3. A template-deployed agent is immediately functional — responds in connected channels with the template's persona, tools, and escalation rules
4. The wizard and templates are accessible to both platform admins and customer admins (respecting RBAC)
5. Created agents appear in the Agent Designer for further customization after initial setup
**Plans**: 0 plans
Plans:
- [ ] TBD (run /gsd:plan-phase 5 to break down)
---
*Roadmap created: 2026-03-23*
*Coverage: 25/25 v1 requirements + 6 RBAC requirements mapped*
*Coverage: 25/25 v1 requirements + 6 RBAC requirements + 5 Employee Design requirements mapped*