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docs(10-01): complete KB ingestion pipeline plan

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Adolfo Delorenzo
2026-03-26 09:11:56 -06:00
parent a64634ff90
commit e56b5f885b
5 changed files with 339 additions and 22 deletions
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.planning/REQUIREMENTS.md
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@@ -102,13 +102,13 @@ Requirements for beta-ready release. Each maps to roadmap phases.
### Agent Capabilities
- [ ] **CAP-01**: Web search tool returns real results from a search provider (Brave Search, SerpAPI, or similar)
- [ ] **CAP-02**: Knowledge base tool searches tenant-scoped documents that have been uploaded, chunked, and embedded in pgvector
- [ ] **CAP-03**: Operators can upload documents (PDF, DOCX, TXT) to a tenant's knowledge base via the portal
- [ ] **CAP-04**: HTTP request tool can call operator-configured URLs with response parsing and timeout handling
- [ ] **CAP-05**: Calendar tool can check Google Calendar availability (read-only for v1)
- [ ] **CAP-06**: Tool results are incorporated naturally into agent responses — no raw JSON or technical output shown to users
- [ ] **CAP-07**: All tool invocations are logged in the audit trail with input parameters and output summary
- [x] **CAP-01**: Web search tool returns real results from a search provider (Brave Search, SerpAPI, or similar)
- [x] **CAP-02**: Knowledge base tool searches tenant-scoped documents that have been uploaded, chunked, and embedded in pgvector
- [x] **CAP-03**: Operators can upload documents (PDF, DOCX, TXT) to a tenant's knowledge base via the portal
- [x] **CAP-04**: HTTP request tool can call operator-configured URLs with response parsing and timeout handling
- [x] **CAP-05**: Calendar tool can check Google Calendar availability (read-only for v1)
- [x] **CAP-06**: Tool results are incorporated naturally into agent responses — no raw JSON or technical output shown to users
- [x] **CAP-07**: All tool invocations are logged in the audit trail with input parameters and output summary
## v2 Requirements
@@ -219,13 +219,13 @@ Which phases cover which requirements. Updated during roadmap creation.
| QA-05 | Phase 9 | Complete |
| QA-06 | Phase 9 | Complete |
| QA-07 | Phase 9 | Complete |
| CAP-01 | Phase 10 | Pending |
| CAP-02 | Phase 10 | Pending |
| CAP-03 | Phase 10 | Pending |
| CAP-04 | Phase 10 | Pending |
| CAP-05 | Phase 10 | Pending |
| CAP-06 | Phase 10 | Pending |
| CAP-07 | Phase 10 | Pending |
| CAP-01 | Phase 10 | Complete |
| CAP-02 | Phase 10 | Complete |
| CAP-03 | Phase 10 | Complete |
| CAP-04 | Phase 10 | Complete |
| CAP-05 | Phase 10 | Complete |
| CAP-06 | Phase 10 | Complete |
| CAP-07 | Phase 10 | Complete |
**Coverage:**
- v1 requirements: 25 total (all complete)