From d0afd66e853aa54183a24e227c4691ce2e18a0c4 Mon Sep 17 00:00:00 2001 From: Adolfo Delorenzo Date: Tue, 24 Mar 2026 22:45:32 -0600 Subject: [PATCH] =?UTF-8?q?docs:=20add=20Phase=206=20=E2=80=94=20Web=20Cha?= =?UTF-8?q?t=20interface=20for=20AI=20Employees?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .planning/REQUIREMENTS.md | 16 +++++++++++++++- .planning/ROADMAP.md | 18 +++++++++++++++++- .planning/phases/06-web-chat/.gitkeep | 0 3 files changed, 32 insertions(+), 2 deletions(-) create mode 100644 .planning/phases/06-web-chat/.gitkeep diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 2f16fbc..f5faaf0 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -64,6 +64,14 @@ Requirements for beta-ready release. Each maps to roadmap phases. - [x] **EMPL-04**: Wizard and templates accessible to platform admins and customer admins (RBAC-enforced, not operators) - [x] **EMPL-05**: Agents created via wizard or template appear in Agent Designer for further customization +### Web Chat + +- [ ] **CHAT-01**: Users can open a chat window with any AI Employee and have a real-time conversation within the portal +- [ ] **CHAT-02**: Web chat supports the full agent pipeline — memory, tools, escalation, and media (same capabilities as Slack/WhatsApp) +- [ ] **CHAT-03**: Conversation history persists and is visible when the user returns to the chat +- [ ] **CHAT-04**: Chat respects RBAC — users can only chat with agents belonging to tenants they have access to +- [ ] **CHAT-05**: Chat interface feels responsive — typing indicators, message streaming or fast response display + ## v2 Requirements Deferred to future release. Tracked but not in current roadmap. @@ -148,11 +156,17 @@ Which phases cover which requirements. Updated during roadmap creation. | EMPL-03 | Phase 5 | Complete | | EMPL-04 | Phase 5 | Complete | | EMPL-05 | Phase 5 | Complete | +| CHAT-01 | Phase 6 | Pending | +| CHAT-02 | Phase 6 | Pending | +| CHAT-03 | Phase 6 | Pending | +| CHAT-04 | Phase 6 | Pending | +| CHAT-05 | Phase 6 | Pending | **Coverage:** - v1 requirements: 25 total (all complete) - RBAC requirements: 6 total (Phase 4, all complete) -- Employee Design requirements: 5 total (Phase 5) +- Employee Design requirements: 5 total (Phase 5, all complete) +- Web Chat requirements: 5 total (Phase 6) --- *Requirements defined: 2026-03-23* diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 7c3ebb4..f601557 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -114,7 +114,7 @@ Plans: ## Progress **Execution Order:** -Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 +Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 | Phase | Plans Complete | Status | Completed | |-------|----------------|--------|-----------| @@ -123,6 +123,7 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 | 3. Operator Experience | 5/5 | Complete | 2026-03-24 | | 4. RBAC | 3/3 | Complete | 2026-03-24 | | 5. Employee Design | 4/4 | Complete | 2026-03-25 | +| 6. Web Chat | 0/0 | Not started | - | --- @@ -130,6 +131,21 @@ 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 6: Web Chat +**Goal**: Users can chat with AI Employees directly in the portal through a real-time web chat interface — no external messaging platform required +**Depends on**: Phase 5 +**Requirements**: CHAT-01, CHAT-02, CHAT-03, CHAT-04, CHAT-05 +**Success Criteria** (what must be TRUE): + 1. A user can open a chat window with any AI Employee and have a real-time conversation within the portal + 2. The chat interface supports the full agent pipeline — memory, tools, escalation, and media (same capabilities as Slack/WhatsApp) + 3. Conversation history persists and is visible when the user returns to the chat + 4. The chat respects RBAC — users can only chat with agents belonging to tenants they have access to + 5. The chat interface feels responsive — typing indicators, message streaming or fast response display +**Plans**: 0 plans + +Plans: +- [ ] TBD (run /gsd:plan-phase 6 to break down) + --- *Roadmap created: 2026-03-23* *Coverage: 25/25 v1 requirements + 6 RBAC requirements + 5 Employee Design requirements mapped* diff --git a/.planning/phases/06-web-chat/.gitkeep b/.planning/phases/06-web-chat/.gitkeep new file mode 100644 index 0000000..e69de29