5c30651754
docs(08-01): complete mobile PWA foundation plan
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- Add 08-01-SUMMARY.md: responsive tab bar + PWA infra with K monogram icons
- Update STATE.md: phase 8 plan 1 progress, decisions, metrics
- Update ROADMAP.md: phase 8 in progress (1/4 SUMMARY files)
- Mark requirements MOB-01, MOB-02, MOB-04 complete
- Update portal submodule pointer to acba978 (mobile nav + PWA commits)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-25 21:20:45 -06:00
21c91ea83f
docs(08-02): complete mobile chat plan — SUMMARY, STATE, ROADMAP updated
...
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-25 21:19:16 -06:00
238e7dd888
docs(state): record phase 8 context session
2026-03-25 20:08:35 -06:00
2925aaac7d
docs(phase-7): complete Multilanguage phase execution
2026-03-25 17:12:28 -06:00
b5709d9549
docs(07-04): complete multilanguage verification plan
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- Human verification approved for all 6 I18N requirements
- Portal confirmed rendering correctly in EN/ES/PT
- Language switcher, persistence, and AI Employee language response verified
- Phase 7 (multilanguage) marked complete in ROADMAP.md
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-25 17:06:58 -06:00
6e9441215b
docs(07-03): complete portal i18n string extraction plan
2026-03-25 17:05:08 -06:00
1018269f82
docs(07-02): complete frontend i18n infrastructure plan
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- Create 07-02-SUMMARY.md with full execution details
- Update STATE.md with position, decisions, metrics
- Update ROADMAP.md progress (Phase 7: 2/4 plans complete)
- Mark requirements I18N-01, I18N-02 complete in REQUIREMENTS.md
2026-03-25 16:30:37 -06:00
1b69ea802e
docs(07-01): complete backend multilanguage foundation plan
2026-03-25 16:29:03 -06:00
52dcbe5977
docs(state): record phase 7 context session
2026-03-25 15:52:25 -06:00
7469f39259
docs(phase-6): complete Web Chat phase execution
2026-03-25 10:41:50 -06:00
9af4ad5816
docs(06-03): complete web chat human verification plan
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- Created 06-03-SUMMARY.md for human-verify checkpoint completion
- All CHAT requirements (CHAT-01–CHAT-05) confirmed by human review
- STATE.md updated: 25/25 plans complete, session recorded
- ROADMAP.md updated: Phase 6 marked Complete (3/3 summaries)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-25 10:37:59 -06:00
7281285b13
docs(06-02): complete web chat portal UI plan
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- Add 06-02-SUMMARY.md with full execution record
- Update STATE.md: progress 96%, decisions recorded, session updated
- Update ROADMAP.md: phase 6 plan progress (2/3 summaries)
2026-03-25 10:36:22 -06:00
3c10bceba7
docs(06-01): complete web chat backend infrastructure plan
2026-03-25 10:28:44 -06:00
1b086b8c82
docs(state): record phase 6 context session
2026-03-25 08:38:50 -06:00
58a1295e5f
docs(phase-5): complete Employee Design phase execution
2026-03-24 20:54:45 -06:00
999c6ce55b
docs(05-04): complete RBAC gap closure and wizard error fix plan
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- Added 05-04-SUMMARY.md
- Updated STATE.md with decisions and session info
- Updated ROADMAP.md with Phase 5 plan progress (4/4 complete)
2026-03-24 20:52:31 -06:00
969cc4f917
docs(05-03): complete employee design human verification — Phase 5 complete
2026-03-24 20:42:19 -06:00
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
40eb3106ab
docs(state): record phase 5 context session
2026-03-24 19:59:49 -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
...
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-03-24 13:57:17 -06:00
dc758e9e3a
docs(state): record phase 4 context session
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
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
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
...
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
...
- 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
c76b1ee3ce
docs(state): record phase 3 context session
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
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
e48fbaa3d4
docs(state): record phase 2 context session
2026-03-23 13:12:16 -06:00
6f4445f982
docs(phase-1): complete phase execution
2026-03-23 10:39:30 -06:00
44f5b98890
docs(01-03): complete Channel Gateway + Message Router plan
2026-03-23 10:34:50 -06:00
dcd89cc8fd
docs(01-04): complete portal plan — tenant/agent CRUD and Agent Designer
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- 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 >
2026-03-23 10:22:22 -06:00
0eae48699f
docs(01-02): complete LLM pool and orchestrator plan
2026-03-23 10:08:55 -06:00
0054383be0
docs(01-foundation-01): complete monorepo scaffolding and RLS tenant isolation plan
2026-03-23 09:59:55 -06:00
fe3b36be16
docs(state): record phase 1 context session
2026-03-23 09:20:02 -06:00
