b917f7c54c
docs(05-02): complete employee creation UI frontend plan
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- Three-option entry screen, template gallery, 5-step wizard, advanced mode
- SUMMARY.md created with task commits, deviations, decisions
- STATE.md updated with decisions, metrics, session
- ROADMAP.md updated with phase 5 plan progress
- Requirements EMPL-01, EMPL-05 marked complete
2026-03-24 20:40:53 -06:00
c688b76c13
docs(05-01): complete agent templates backend plan — system prompt builder, migration 007, template API
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-24 20:33:44 -06:00
bffc1f2f67
docs(05-employee-design): create phase plan — 3 plans in 3 waves
2026-03-24 20:11:56 -06:00
5f0b74cf8c
docs(05): add research and validation strategy
2026-03-24 20:05:39 -06:00
84d8059eac
docs(phase-5): research employee design phase
2026-03-24 20:04:47 -06:00
40eb3106ab
docs(state): record phase 5 context session
2026-03-24 19:59:49 -06:00
6a9516ed8b
docs(05): capture phase context
2026-03-24 19:59:49 -06:00
03ec956379
docs: add Phase 5 — Employee Design wizard and agent templates
2026-03-24 19:33:23 -06:00
1b51499818
docs(phase-4): complete RBAC phase execution
2026-03-24 17:24:39 -06:00
279946a22a
docs(04-rbac-03): finalize RBAC enforcement plan — human-verify checkpoint approved
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- Task 3 (human-verify) approved — all 3 tasks complete
- SUMMARY.md updated: tasks 3/3, next phase readiness updated
- STATE.md stopped_at reflects full completion
- ROADMAP.md phase 4 progress confirmed 3/3 summaries complete
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-24 17:20:14 -06:00
94ada11fbd
docs(04-rbac-03): complete RBAC API enforcement plan — guards, test-message endpoint, integration tests
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- 17 portal API endpoints guarded with Depends() RBAC guards
- POST /agents/{aid}/test endpoint allows operators to QA agents
- GET /tenants/{tid}/users, GET /admin/users listing endpoints
- POST /admin/impersonate with AuditEvent audit trail
- 56 integration tests covering full RBAC matrix and invite flow
- STATE.md updated, ROADMAP.md phase 4 marked complete
Awaiting human-verify checkpoint (Task 3) before phase is fully done
2026-03-24 17:18:52 -06:00
e899b14fa7
docs(04-rbac-02): complete portal RBAC integration plan
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- 04-02-SUMMARY.md: Auth.js JWT + role nav + tenant switcher + impersonation banner + user pages
- STATE.md: advanced to plan 3, metrics recorded, base-ui decisions added
- ROADMAP.md: phase 4 updated to 2/3 plans complete
- REQUIREMENTS.md: RBAC-05 marked complete
2026-03-24 17:08:50 -06:00
1fa4c3e3ad
docs(04-rbac-01): complete RBAC foundation plan — migration, guards, invitations, tests
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-24 13:57:17 -06:00
2aecc5c787
fix(04-rbac): revise plans based on checker feedback
2026-03-24 13:46:03 -06:00
bf4adf0b21
docs(04-rbac): create phase plan — 3 plans in 3 waves
2026-03-24 13:37:36 -06:00
4706a87355
docs(04): add research and validation strategy
2026-03-24 13:28:17 -06:00
0dc21c6ee5
docs(04-rbac): research phase RBAC domain
2026-03-24 13:27:22 -06:00
dc758e9e3a
docs(state): record phase 4 context session
2026-03-24 13:09:47 -06:00
52a30dd8e1
docs(04): capture phase context
2026-03-24 13:09:47 -06:00
7252845455
docs: add Phase 4 — RBAC with 3-tier roles and invitation flow
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Three roles: platform admin (full SaaS), customer admin (tenant-scoped),
customer operator (read-only). Email invitation flow for tenant user
onboarding. 6 new requirements (RBAC-01 through RBAC-06).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com >
2026-03-24 12:40:43 -06:00
0e0ea5fb66
fix: runtime deployment fixes for Docker Compose stack
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- Add .gitignore for __pycache__, node_modules, .playwright-mcp
- Add CLAUDE.md project instructions
- docker-compose: remove host port exposure for internal services,
remove Ollama container (use host), add CORS origin, bake
NEXT_PUBLIC_API_URL at build time, run alembic migrations on
gateway startup, add CPU-only torch pre-install
- gateway: add CORS middleware, graceful Slack degradation without
bot token, fix None guard on slack_handler
- gateway pyproject: add aiohttp dependency for slack-bolt async
- llm-pool pyproject: install litellm from GitHub (removed from PyPI),
enable hatch direct references
- portal: enable standalone output in next.config.ts
- Remove orphaned migration 003_phase2_audit_kb.py (renamed to 004)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com >
2026-03-24 12:26:34 -06:00
d936bcf361
docs(phase-3): complete phase execution
2026-03-24 00:58:18 -06:00
80fd097e25
docs(03-05): complete gap closure plan — router wiring and field name fixes
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- Add 03-05-SUMMARY.md
- Update STATE.md: advance metrics, record decision, update session
- Update ROADMAP.md: Phase 3 now shows 5/5 plans complete
2026-03-24 00:55:36 -06:00
60c393b137
docs(03): create gap closure plan for router mounting and field name fixes
2026-03-23 22:39:34 -06:00
2416fe36b1
docs(03-04): mark plan complete after human-verify approval
2026-03-23 21:52:20 -06:00
f324beefba
docs(03-02): mark plan complete — human-verify approved, state updated to 100%
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- STATE.md: percent 86->100, position updated to all phases complete
- ROADMAP.md: Phase 3 Operator Experience marked 4/4 Complete
- Decisions from 03-02 added to accumulated context
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-23 21:52:08 -06:00
be61f94941
docs(03-03): complete billing management page plan — human-verify approved
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- Updated SUMMARY.md: Task 2 (human-verify) marked approved, plan fully complete
- STATE.md: progress updated to 100%, decisions recorded, session updated
- ROADMAP.md: phase 3 plan progress updated (4/4 summaries complete)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-23 21:51:46 -06:00
521cec46f7
docs(03-02): complete onboarding wizard and BYO API key management plan
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-23 21:49:52 -06:00
b73f6bf7da
docs(03-04): complete usage & cost dashboard plan
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- Added Recharts cost tracking dashboard at /usage/[tenantId]
- UsageChart, ProviderCostChart, MessageVolumeChart components
- BudgetAlertBadge with ok/warning/exceeded color coding
- TanStack Query hooks for usage summary, provider costs, message volume, budget alerts
- Time range selector (Last 7/30 days, This month, Last 3 months)
- Usage nav link and /usage tenant picker index page
- Installed recharts (was in package.json but missing from node_modules)
- Portal builds cleanly with /usage and /usage/[tenantId] routes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-23 21:49:13 -06:00
67632c11ce
docs(03-03): complete billing management page plan — paused at human-verify checkpoint
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- Billing page at /billing with SubscriptionCard, status badge, agent count +/- adjuster
- BillingStatus component with 6 subscription states (none/trialing/active/past_due/canceled/unpaid)
- TanStack Query mutation hooks: useCreateCheckoutSession, useCreateBillingPortalSession, useUpdateSubscriptionQuantity
- Billing nav link added to dashboard sidebar (CreditCard icon)
- Past-due warning banner and Checkout success toast with session_id URL cleanup
- Stopped at Task 2 checkpoint:human-verify awaiting visual confirmation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-23 21:47:31 -06:00
e0342f8ec1
docs(03-01): complete backend foundation plan — billing, encryption, HMAC OAuth, LLM key CRUD, usage aggregation
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- Create 03-01-SUMMARY.md with full plan documentation
- Update STATE.md: progress 79%, 4 new decisions, session stopped at 03-01
- Update ROADMAP.md: Phase 3 plan progress (1/4 summaries)
- Update REQUIREMENTS.md: mark AGNT-07, LLM-03, PRTA-03, PRTA-05, PRTA-06 complete
2026-03-23 21:38:10 -06:00
ac606cf9ff
fix(03): revise plans based on checker feedback
2026-03-23 21:10:23 -06:00
1ff61d9ba4
docs(03-operator-experience): create phase plan
2026-03-23 21:03:30 -06:00
a42fa5f38a
docs(03): add research and validation strategy
2026-03-23 20:55:12 -06:00
c4ebcf0de4
docs(03): research operator experience phase
2026-03-23 20:54:13 -06:00
a8f48df305
docs: resolve LLM-03 conflict — BYO keys confirmed for v1 Phase 3
2026-03-23 20:06:30 -06:00
c76b1ee3ce
docs(state): record phase 3 context session
2026-03-23 20:06:09 -06:00
1672b4cc81
docs(03): capture phase context
2026-03-23 20:06:09 -06:00
c5a4515f8c
docs(phase-2): complete phase execution
2026-03-23 19:20:04 -06:00
43cf7d4e63
docs(02-06): complete escalation and WhatsApp routing re-wire plan summary
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- Created 02-06-SUMMARY.md documenting escalation wiring, WhatsApp outbound routing, and tier-2 scoping
- Updated STATE.md: advanced progress to 100%, recorded metrics and decisions
- Updated ROADMAP.md: Phase 2 marked Complete (6/6 plans)
2026-03-23 19:16:56 -06:00
48d9ef0c29
docs(02-agent-features): create gap closure plan for escalation and WhatsApp outbound wiring
2026-03-23 19:03:24 -06:00
d921ed776a
docs(02-05): complete multimodal media support plan summary
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- Add 02-05-SUMMARY.md with full task documentation and deviations
- Update STATE.md: advance to plan 5 of 5 in phase 02, add decisions
- Update ROADMAP.md: phase 2 now 5/5 plans complete (Complete status)
2026-03-23 15:21:38 -06:00
eba6c85188
docs(02-02): complete tool framework and audit logging plan
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- 02-02-SUMMARY.md: tool registry, executor, 4 built-in tools, immutable audit trail
- STATE.md: progress 89%, decisions recorded, session updated
- ROADMAP.md: phase 2 plan progress updated (4 of 5 summaries)
- REQUIREMENTS.md: AGNT-04 and AGNT-06 marked complete
2026-03-23 15:02:27 -06:00
d1bcdef0f5
docs(02-04): complete human escalation handoff plan
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- Summary with decisions, metrics, and self-check
- STATE.md: advance progress to 78%, add decisions, record session
- ROADMAP.md: update phase 2 plan progress (3 of 5 complete)
- REQUIREMENTS.md: mark AGNT-05 complete
2026-03-23 14:55:22 -06:00
e879d27e55
docs(02-01): complete two-layer memory plan — SUMMARY, STATE, ROADMAP, REQUIREMENTS
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- SUMMARY.md: memory system docs (Redis sliding window + pgvector HNSW)
- STATE.md: 67% progress (6/9 plans), 3 key decisions, metrics logged
- ROADMAP.md: Phase 2 plan progress updated (2 summaries complete)
- REQUIREMENTS.md: AGNT-02 (conversational memory), AGNT-03 (cross-session recall) marked complete
2026-03-23 14:47:06 -06:00
2dc94682ff
docs(02-03): complete WhatsApp channel adapter plan
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- Create 02-03-SUMMARY.md documenting WhatsApp adapter implementation
- Update STATE.md: advance progress to 56%, add 4 key decisions, record metrics
- Update ROADMAP.md: Phase 2 plan progress updated
- Mark CHAN-03, CHAN-04 requirements complete in REQUIREMENTS.md
2026-03-23 14:44:49 -06:00
b2e86f1046
fix(02-agent-features): revise plans based on checker feedback
2026-03-23 14:32:20 -06:00
7da5ffb92a
docs(02-agent-features): create phase plan
2026-03-23 14:23:11 -06:00
ac54d819f8
docs(02): add research and validation strategy
2026-03-23 14:16:42 -06:00
3fe334b702
docs(02-agent-features): research phase domain
2026-03-23 14:15:40 -06:00
