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docs(05-01): complete agent templates backend plan — system prompt builder, migration 007, template API

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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Adolfo Delorenzo
2026-03-24 20:33:44 -06:00
parent f9ce3d650f
commit c688b76c13
4 changed files with 112 additions and 14 deletions
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18
.planning/STATE.md
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@@ -3,14 +3,14 @@ gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: completed
stopped_at: Phase 5 context gathered
last_updated: "2026-03-25T01:59:49.880Z"
stopped_at: Completed 05-01 agent templates backend
last_updated: "2026-03-25T02:33:33.764Z"
last_activity: 2026-03-23 — Completed 03-02 onboarding wizard, Slack OAuth, BYO API keys
progress:
total_phases: 5
completed_phases: 4
total_plans: 18
completed_plans: 18
total_plans: 21
completed_plans: 19
percent: 100
---
@@ -70,6 +70,7 @@ Progress: [██████████] 100%
| Phase 04-rbac P01 | 8min | 3 tasks | 14 files |
| Phase 04-rbac P02 | 5min | 3 tasks | 10 files |
| Phase 04-rbac P03 | 8min | 2 tasks | 7 files |
| Phase 05-employee-design P01 | 7min | 2 tasks | 9 files |
## Accumulated Context
@@ -147,6 +148,9 @@ Recent decisions affecting current work:
- [Phase 04-rbac]: base-ui Select onValueChange typed as (string | null) — filter state setters use ?? '' to coerce null
- [Phase 04-rbac]: Operator test-message endpoint uses require_tenant_member not require_tenant_admin — locked decision: operators can QA agent behavior without CRUD access
- [Phase 04-rbac]: Impersonation logs via raw SQL INSERT into audit_events — consistent with audit table immutability design (UPDATE/DELETE revoked at DB level)
- [Phase 05-employee-design]: AgentTemplate is global (not tenant-scoped) — templates readable by all authenticated users, no RLS; deploy creates independent Agent snapshot
- [Phase 05-employee-design]: build_system_prompt() always appends AI transparency clause — non-negotiable per Phase 1 architectural decision
- [Phase 05-employee-design]: Template GET endpoints use get_portal_caller (not require_tenant_member) — no tenant_id path param in global template routes
### Roadmap Evolution
@@ -162,6 +166,6 @@ None — all phases complete.
## Session Continuity
Last session: 2026-03-25T01:59:49.877Z
Stopped at: Phase 5 context gathered
Resume file: .planning/phases/05-employee-design/05-CONTEXT.md
Last session: 2026-03-25T02:33:33.761Z
Stopped at: Completed 05-01 agent templates backend
Resume file: None