konstruct/.planning/phases/05-employee-design/05-02-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	requirements-completed	duration	completed
05-employee-design	02	ui	nextjs react tanstack-query react-hook-form shadcn typescript	phase provides 05-01 Template backend API (GET /api/portal/templates, POST /api/portal/templates/{id}/deploy), AgentTemplate model, build_system_prompt Python function	Three-option entry screen at /agents/new (Templates, Guided Setup, Advanced) Template gallery at /agents/new/templates with card grid, preview dialog, one-click deploy 5-step wizard at /agents/new/wizard (Role, Persona, Tools, Channels, Escalation + Review) Advanced mode at /agents/new/advanced (existing AgentDesigner in create mode) EmployeeWizard component with stepper and React state management TemplateGallery component with TanStack Query hooks system-prompt-builder.ts mirroring Python build_system_prompt Template and TemplateDeployResponse TypeScript types in api.ts useTemplates and useDeployTemplate TanStack Query hooks	agent-editing employee-management	added patterns Three-option creation entry pattern (Templates / Wizard / Advanced) Wizard state in React useState (not URL) — persona text would pollute URL URL step param for stepper position (shareable, router.replace for history hygiene) base-ui Select onValueChange null coercion with ?? '' for TypeScript compatibility	created modified packages/portal/app/(dashboard)/agents/new/page.tsx packages/portal/app/(dashboard)/agents/new/advanced/page.tsx packages/portal/app/(dashboard)/agents/new/templates/page.tsx packages/portal/app/(dashboard)/agents/new/wizard/page.tsx packages/portal/components/employee-wizard.tsx packages/portal/components/template-gallery.tsx packages/portal/components/wizard-steps/step-role.tsx packages/portal/components/wizard-steps/step-persona.tsx packages/portal/components/wizard-steps/step-tools.tsx packages/portal/components/wizard-steps/step-channels.tsx packages/portal/components/wizard-steps/step-escalation.tsx packages/portal/components/wizard-steps/step-review.tsx packages/portal/lib/system-prompt-builder.ts packages/portal/lib/api.ts packages/portal/lib/queries.ts	Wizard state held in React useState — persona text in URL would be impractical and polluting Channels step is informational in v1 — agent routing is tenant-scoped, not per-agent Template gallery uses Dialog for preview — prevents page navigation, keeps context	WizardData interface exported from employee-wizard.tsx for use by all step components Step components receive data: Partial<WizardData> and onNext: (updates) => void buildSystemPrompt always appends AI transparency clause — non-negotiable	EMPL-01 EMPL-02 EMPL-03 EMPL-04 EMPL-05	5min	2026-03-25

Phase 5 Plan 02: Employee Design Frontend Summary

Three-option employee creation UI: template gallery with one-click deploy, 5-step guided wizard with auto-generated system prompt, and Advanced AgentDesigner — all routes live and building clean

Performance

• Duration: 5 min
• Started: 2026-03-25T02:34:33Z
• Completed: 2026-03-25T02:39:33Z
• Tasks: 2
• Files modified: 15

Accomplishments

• Three-option entry screen at /agents/new routes to Templates, Guided Setup, or Advanced with "Recommended" badge on Templates card
• Template gallery fetches from /api/portal/templates, shows card grid with preview dialog and one-click deploy; redirects to agent edit page on success
• 5-step wizard (Role, Persona, Tools, Channels, Escalation) plus Review & Deploy step; auto-generates system prompt with AI transparency clause via buildSystemPrompt
• Advanced page at /agents/new/advanced renders existing AgentDesigner unchanged in create mode
• TypeScript Template types, useTemplates and useDeployTemplate hooks, system-prompt-builder.ts added

Task Commits

Each task was committed atomically:

1. Task 1: Entry screen, advanced page, types, hooks, system prompt builder - 55873bb (feat)
2. Task 2: Template gallery, wizard, all step components - de23e9e (feat)

Files Created/Modified

• packages/portal/app/(dashboard)/agents/new/page.tsx - Three-option entry screen
• packages/portal/app/(dashboard)/agents/new/advanced/page.tsx - AgentDesigner in create mode
• packages/portal/app/(dashboard)/agents/new/templates/page.tsx - Template library page
• packages/portal/app/(dashboard)/agents/new/wizard/page.tsx - 5-step wizard page
• packages/portal/components/employee-wizard.tsx - Wizard with stepper and step routing
• packages/portal/components/template-gallery.tsx - Card grid with preview dialog and deploy
• packages/portal/components/wizard-steps/step-role.tsx - Name + job title form
• packages/portal/components/wizard-steps/step-persona.tsx - Behavioral description textarea
• packages/portal/components/wizard-steps/step-tools.tsx - Badge chip tool multi-select
• packages/portal/components/wizard-steps/step-channels.tsx - Informational channel display
• packages/portal/components/wizard-steps/step-escalation.tsx - Dynamic escalation rule list
• packages/portal/components/wizard-steps/step-review.tsx - Summary + Deploy button
• packages/portal/lib/system-prompt-builder.ts - TypeScript mirror of Python build_system_prompt
• packages/portal/lib/api.ts - Template and TemplateDeployResponse types added
• packages/portal/lib/queries.ts - useTemplates, useDeployTemplate hooks added

Decisions Made

• Wizard state held in React useState (not URL) — persona text in URL would be impractical and polluting; step position exposed via URL searchParam only
• Channels step is informational in v1 — agent routing is tenant-scoped, not per-agent; selected channel IDs are not persisted to a channel-agent join table
• Preview in template gallery uses Dialog (not inline collapsible) — cleaner UX for multi-field preview

Deviations from Plan

Auto-fixed Issues

1. [Rule 1 - Bug] Fixed base-ui Select onValueChange null coercion

• Found during: Task 1 (three-option entry screen)
• Issue: base-ui Select onValueChange signature is (string | null) => void per project decision, but setState setter expects SetStateAction<string> — TypeScript error
• Fix: Wrapped setter in arrow function: (v) => setSelectedTenantId(v ?? "")
• Files modified: packages/portal/app/(dashboard)/agents/new/page.tsx
• Verification: Build passes TypeScript check
• Committed in: 55873bb (Task 1 commit)

---

Total deviations: 1 auto-fixed (1 type error) Impact on plan: Minimal — standard project pattern per STATE.md decisions. No scope creep.

Issues Encountered

None beyond the auto-fixed TypeScript error above.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• All employee creation paths are live and building clean
• Template deploy and wizard both redirect to /agents/{id} for editing (EMPL-05 satisfied)
• Phase 5 is now complete — all 2 plans done

---

Phase: 05-employee-design Completed: 2026-03-25

Self-Check: PASSED

• All 8 key files verified present on disk
• Commits 55873bb and de23e9e verified in git log