konstruct/.planning/phases/05-employee-design/05-03-PLAN.md

phase, plan, type, wave, depends_on, files_modified, autonomous, requirements, must_haves

phase	plan	type	wave	depends_on	files_modified	autonomous	requirements	must_haves
05-employee-design	03	execute	3	05-02		false	EMPL-01 EMPL-02 EMPL-03 EMPL-04 EMPL-05	truths artifacts key_links All three creation paths work end-to-end Template-deployed agents respond in channels Wizard-created agents are editable in Agent Designer

Human verification of all three employee creation paths: template deployment, guided wizard, and Advanced Agent Designer.

Purpose: Confirm that the complete Employee Design feature works visually and functionally before marking Phase 5 complete. Output: Human approval or issue list for gap closure.

<execution_context> @/home/adelorenzo/.claude/get-shit-done/workflows/execute-plan.md @/home/adelorenzo/.claude/get-shit-done/templates/summary.md </execution_context>

@.planning/PROJECT.md @.planning/ROADMAP.md @.planning/phases/05-employee-design/05-CONTEXT.md @.planning/phases/05-employee-design/05-01-SUMMARY.md @.planning/phases/05-employee-design/05-02-SUMMARY.md Task 1: Verify all three employee creation paths Human verifies the complete three-path AI employee creation system: template gallery with one-click deploy, 5-step guided wizard, and Advanced Agent Designer mode.

Prerequisites: Docker Compose stack running (docker compose up -d), portal at http://localhost:3000, logged in as platform_admin or customer_admin.

1. **Entry Screen**: Navigate to Employees list, click "New Employee" (or go to /agents/new)
   - Verify three cards appear: Templates (recommended), Guided Setup, Advanced
   - Verify Templates card has emphasis/recommended styling

2. **Template Path**: Click "Browse Templates"
   - Verify 7 template cards appear in a grid (Customer Support Rep, Sales Assistant, Office Manager, Project Coordinator, Financial Manager, Controller, Accountant)
   - Click "Preview" on Customer Support Rep — verify it shows persona, tools, escalation rules
   - Click "Deploy" on any template — verify agent is created and you are redirected to the agent edit page
   - Verify the deployed agent appears in the Employees list with is_active=true

3. **Wizard Path**: Go back to /agents/new, click "Start Setup"
   - Step 1 (Role): Enter name and role title, click Next
   - Step 2 (Persona): Enter a persona description, click Next
   - Step 3 (Tools): Select one or more tools, click Next
   - Step 4 (Channels): Verify connected channels are shown (or empty state message), click Next
   - Step 5 (Escalation): Add an escalation rule, click Next
   - Review: Verify all entered data is displayed in summary, system prompt is NOT shown
   - Click "Deploy Employee" — verify agent is created and redirected to edit page
   - Open the agent in Agent Designer — verify system_prompt was auto-generated (contains AI transparency clause)

4. **Advanced Path**: Go back to /agents/new, click "Open Designer"
   - Verify the full Agent Designer form appears (same as before Phase 5)
   - All fields editable including system_prompt

5. **RBAC**: Log in as customer_operator
   - Verify "New Employee" button is NOT visible or routes to 403
   - Verify /agents/new entry screen is not accessible to operators

Human approval Human confirms all three creation paths work correctly, RBAC enforced, system prompt auto-generated properly Human confirms all three creation paths work visually and functionally.

<success_criteria>

• Human approves all three paths (template, wizard, advanced)
• Template deploy creates working agent
• Wizard generates correct system prompt
• RBAC prevents operator access to creation paths </success_criteria>

After completion, create `.planning/phases/05-employee-design/05-03-SUMMARY.md`