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docs(10): create phase plan
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Adolfo Delorenzo
2026-03-25 23:33:27 -06:00
parent 95d05f5f88
commit eae4b0324d
4 changed files with 805 additions and 6 deletions
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.planning/ROADMAP.md
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@@ -131,7 +131,7 @@ Plans:
## Progress
**Execution Order:**
Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8 -> 9
Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8 -> 9 -> 10
| Phase | Plans Complete | Status | Completed |
|-------|----------------|--------|-----------|
@@ -144,7 +144,7 @@ Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8 -> 9
| 7. Multilanguage | 4/4 | Complete | 2026-03-25 |
| 8. Mobile + PWA | 4/4 | Complete | 2026-03-26 |
| 9. Testing & QA | 3/3 | Complete | 2026-03-26 |
| 10. Agent Capabilities | 0/0 | Not started | - |
| 10. Agent Capabilities | 0/3 | In progress | - |
---
@@ -210,7 +210,7 @@ Plans:
- [ ] 09-03-PLAN.md — Gitea Actions CI pipeline (backend lint+pytest, portal build+E2E+Lighthouse) + human verification
### Phase 10: Agent Capabilities
**Goal**: Connect the 4 built-in agent tools to real external services so AI Employees can actually search the web, query a knowledge base of uploaded documents, make HTTP API calls, and check calendar availability
**Goal**: Connect the 4 built-in agent tools to real external services so AI Employees can actually search the web, query a knowledge base of uploaded documents, make HTTP API calls, and check calendar availability — with full CRUD Google Calendar integration and a dedicated KB management portal page
**Depends on**: Phase 9
**Requirements**: CAP-01, CAP-02, CAP-03, CAP-04, CAP-05, CAP-06, CAP-07
**Success Criteria** (what must be TRUE):
@@ -221,11 +221,13 @@ Plans:
5. Calendar tool can check availability on Google Calendar (read-only for v1)
6. Tool results are incorporated naturally into agent responses (no raw JSON dumps)
7. All tool invocations are logged in the audit trail with input/output
**Plans**: 0 plans
**Plans**: 3 plans
Plans:
- [ ] TBD (run /gsd:plan-phase 10 to break down)
- [ ] 10-01-PLAN.md — KB ingestion pipeline backend: migration 013, text extractors (PDF/DOCX/PPTX/XLSX/CSV/TXT/MD), chunking + embedding Celery task, KB API router (upload/list/delete/reindex/URL), executor tenant_id injection, web search config
- [ ] 10-02-PLAN.md — Google Calendar OAuth per tenant: install/callback endpoints, calendar_lookup replacement with list/create/check_availability, encrypted token storage, router mounting, tool response formatting
- [ ] 10-03-PLAN.md — Portal KB management page: document list with status polling, file upload (drag-and-drop), URL/YouTube ingestion, delete/reindex, RBAC, human verification
---
*Roadmap created: 2026-03-23*
*Coverage: 25/25 v1 requirements + 6 RBAC requirements + 5 Employee Design requirements + 5 Web Chat requirements + 6 Multilanguage requirements + 6 Mobile+PWA requirements + 7 Testing & QA requirements mapped*
*Coverage: 25/25 v1 requirements + 6 RBAC requirements + 5 Employee Design requirements + 5 Web Chat requirements + 6 Multilanguage requirements + 6 Mobile+PWA requirements + 7 Testing & QA requirements + 7 Agent Capabilities requirements mapped*