docs(01-foundation): create phase plan

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2026-03-23 09:32:44 -06:00
parent 60080980da
commit d611a07cc2
5 changed files with 1184 additions and 3 deletions

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@@ -29,7 +29,7 @@ Decimal phases appear between their surrounding integers in numeric order.
4. The LLM backend pool routes requests through LiteLLM to both Ollama (local) and Anthropic/OpenAI, with automatic fallback when a provider is unavailable
5. A new AI employee can be configured with a custom name, role, and persona — and that persona is reflected in responses
6. An operator can create tenants and design agents (name, role, persona, system prompt, tools, escalation rules) via the admin portal
**Plans**: TBD
**Plans**: 4 plans
Plans:
- [ ] 01-01: Monorepo scaffolding, Docker Compose dev environment, shared Pydantic models, DB schema with RLS
@@ -47,7 +47,7 @@ Plans:
3. The agent can invoke a registered tool (e.g., knowledge base search) and incorporate the result into its response
4. When a configured escalation rule triggers (e.g., failed resolution attempts), the conversation and full context are handed off to a human with no information lost
5. Every LLM call, tool invocation, and handoff event is recorded in an immutable audit trail queryable by tenant
**Plans**: TBD
**Plans**: 4 plans
Plans:
- [ ] 02-01: Conversational memory layer (Redis sliding window + pgvector long-term storage with HNSW index)
@@ -64,7 +64,7 @@ Plans:
3. A new tenant completes the full onboarding sequence (connect channel → configure agent → send test message) in under 15 minutes
4. An operator can subscribe, upgrade, and cancel their plan through Stripe — and feature limits are enforced automatically based on subscription state
5. The portal displays per-tenant agent cost and token usage, giving operators visibility into spending without requiring access to backend logs
**Plans**: TBD
**Plans**: 4 plans
Plans:
- [ ] 03-01: Channel connection wizard (Slack + WhatsApp), onboarding flow, portal polish