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

.planning/phases/05-employee-design/05-03-PLAN.md

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+---
+phase: 05-employee-design
+plan: 03
+type: execute
+wave: 3
+depends_on: ["05-02"]
+files_modified: []
+autonomous: false
+requirements: [EMPL-01, EMPL-02, EMPL-03, EMPL-04, EMPL-05]
+
+must_haves:
+  truths:
+    - "All three creation paths work end-to-end"
+    - "Template-deployed agents respond in channels"
+    - "Wizard-created agents are editable in Agent Designer"
+  artifacts: []
+  key_links: []
+---
+
+<objective>
+Human verification of all three employee creation paths: template deployment, guided wizard, and Advanced Agent Designer.
+
+Purpose: Confirm that the complete Employee Design feature works visually and functionally before marking Phase 5 complete.
+Output: Human approval or issue list for gap closure.
+</objective>
+
+<execution_context>
+@/home/adelorenzo/.claude/get-shit-done/workflows/execute-plan.md
+@/home/adelorenzo/.claude/get-shit-done/templates/summary.md
+</execution_context>
+
+<context>
+@.planning/PROJECT.md
+@.planning/ROADMAP.md
+@.planning/phases/05-employee-design/05-CONTEXT.md
+@.planning/phases/05-employee-design/05-01-SUMMARY.md
+@.planning/phases/05-employee-design/05-02-SUMMARY.md
+</context>
+
+<tasks>
+
+<task type="checkpoint:human-verify" gate="blocking">
+  <name>Task 1: Verify all three employee creation paths</name>
+  <files></files>
+  <action>
+    Human verifies the complete three-path AI employee creation system: template gallery with one-click deploy, 5-step guided wizard, and Advanced Agent Designer mode.
+
+    Prerequisites: Docker Compose stack running (docker compose up -d), portal at http://localhost:3000, logged in as platform_admin or customer_admin.
+
+    1. **Entry Screen**: Navigate to Employees list, click "New Employee" (or go to /agents/new)
+       - Verify three cards appear: Templates (recommended), Guided Setup, Advanced
+       - Verify Templates card has emphasis/recommended styling
+
+    2. **Template Path**: Click "Browse Templates"
+       - Verify 7 template cards appear in a grid (Customer Support Rep, Sales Assistant, Office Manager, Project Coordinator, Financial Manager, Controller, Accountant)
+       - Click "Preview" on Customer Support Rep — verify it shows persona, tools, escalation rules
+       - Click "Deploy" on any template — verify agent is created and you are redirected to the agent edit page
+       - Verify the deployed agent appears in the Employees list with is_active=true
+
+    3. **Wizard Path**: Go back to /agents/new, click "Start Setup"
+       - Step 1 (Role): Enter name and role title, click Next
+       - Step 2 (Persona): Enter a persona description, click Next
+       - Step 3 (Tools): Select one or more tools, click Next
+       - Step 4 (Channels): Verify connected channels are shown (or empty state message), click Next
+       - Step 5 (Escalation): Add an escalation rule, click Next
+       - Review: Verify all entered data is displayed in summary, system prompt is NOT shown
+       - Click "Deploy Employee" — verify agent is created and redirected to edit page
+       - Open the agent in Agent Designer — verify system_prompt was auto-generated (contains AI transparency clause)
+
+    4. **Advanced Path**: Go back to /agents/new, click "Open Designer"
+       - Verify the full Agent Designer form appears (same as before Phase 5)
+       - All fields editable including system_prompt
+
+    5. **RBAC**: Log in as customer_operator
+       - Verify "New Employee" button is NOT visible or routes to 403
+       - Verify /agents/new entry screen is not accessible to operators
+  </action>
+  <verify>Human approval</verify>
+  <done>Human confirms all three creation paths work correctly, RBAC enforced, system prompt auto-generated properly</done>
+</task>
+
+</tasks>
+
+<verification>
+Human confirms all three creation paths work visually and functionally.
+</verification>
+
+<success_criteria>
+- Human approves all three paths (template, wizard, advanced)
+- Template deploy creates working agent
+- Wizard generates correct system prompt
+- RBAC prevents operator access to creation paths
+</success_criteria>
+
+<output>
+After completion, create `.planning/phases/05-employee-design/05-03-SUMMARY.md`
+</output>