docs(01-04): complete portal plan — tenant/agent CRUD and Agent Designer

- Create 01-04-SUMMARY.md documenting FastAPI portal API and Next.js portal
- Update STATE.md: advance plan, record metrics, add decisions
- Update ROADMAP.md: phase 1 plan progress (3/4 summaries)
- Update REQUIREMENTS.md: mark PRTA-01, PRTA-02 complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-03-23 10:22:22 -06:00
parent cec7180fb0
commit dcd89cc8fd
4 changed files with 213 additions and 10 deletions

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@@ -40,8 +40,8 @@ Requirements for beta-ready release. Each maps to roadmap phases.
### Admin Portal
- [ ] **PRTA-01**: Operator can create, view, update, and delete tenants
- [ ] **PRTA-02**: Operator can design agents via a dedicated Agent Designer module — defining job description, statement of work, persona, system prompt, tool assignments, and escalation rules
- [x] **PRTA-01**: Operator can create, view, update, and delete tenants
- [x] **PRTA-02**: Operator can design agents via a dedicated Agent Designer module — defining job description, statement of work, persona, system prompt, tool assignments, and escalation rules
- [ ] **PRTA-03**: Operator can connect messaging channels (Slack, WhatsApp) via guided wizard
- [ ] **PRTA-04**: New tenants are guided through structured onboarding (connect channel, configure agent, test message)
- [ ] **PRTA-05**: Operator can manage subscription plans and billing via Stripe integration
@@ -114,8 +114,8 @@ Which phases cover which requirements. Updated during roadmap creation.
| TNNT-02 | Phase 1 | Complete |
| TNNT-03 | Phase 1 | Complete |
| TNNT-04 | Phase 1 | Complete |
| PRTA-01 | Phase 1 | Pending |
| PRTA-02 | Phase 1 | Pending |
| PRTA-01 | Phase 1 | Complete |
| PRTA-02 | Phase 1 | Complete |
| PRTA-03 | Phase 3 | Pending |
| PRTA-04 | Phase 3 | Pending |
| PRTA-05 | Phase 3 | Pending |