98 lines
4.0 KiB
Markdown
98 lines
4.0 KiB
Markdown
---
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phase: 05-employee-design
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plan: 03
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type: execute
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wave: 3
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depends_on: ["05-02"]
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files_modified: []
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autonomous: false
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requirements: [EMPL-01, EMPL-02, EMPL-03, EMPL-04, EMPL-05]
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must_haves:
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truths:
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- "All three creation paths work end-to-end"
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- "Template-deployed agents respond in channels"
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- "Wizard-created agents are editable in Agent Designer"
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artifacts: []
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key_links: []
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---
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<objective>
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Human verification of all three employee creation paths: template deployment, guided wizard, and Advanced Agent Designer.
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Purpose: Confirm that the complete Employee Design feature works visually and functionally before marking Phase 5 complete.
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Output: Human approval or issue list for gap closure.
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</objective>
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<execution_context>
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@/home/adelorenzo/.claude/get-shit-done/workflows/execute-plan.md
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@/home/adelorenzo/.claude/get-shit-done/templates/summary.md
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</execution_context>
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<context>
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@.planning/PROJECT.md
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@.planning/ROADMAP.md
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@.planning/phases/05-employee-design/05-CONTEXT.md
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@.planning/phases/05-employee-design/05-01-SUMMARY.md
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@.planning/phases/05-employee-design/05-02-SUMMARY.md
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</context>
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<tasks>
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<task type="checkpoint:human-verify" gate="blocking">
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<name>Task 1: Verify all three employee creation paths</name>
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<files></files>
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<action>
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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.
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Prerequisites: Docker Compose stack running (docker compose up -d), portal at http://localhost:3000, logged in as platform_admin or customer_admin.
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1. **Entry Screen**: Navigate to Employees list, click "New Employee" (or go to /agents/new)
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- Verify three cards appear: Templates (recommended), Guided Setup, Advanced
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- Verify Templates card has emphasis/recommended styling
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2. **Template Path**: Click "Browse Templates"
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- Verify 7 template cards appear in a grid (Customer Support Rep, Sales Assistant, Office Manager, Project Coordinator, Financial Manager, Controller, Accountant)
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- Click "Preview" on Customer Support Rep — verify it shows persona, tools, escalation rules
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- Click "Deploy" on any template — verify agent is created and you are redirected to the agent edit page
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- Verify the deployed agent appears in the Employees list with is_active=true
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3. **Wizard Path**: Go back to /agents/new, click "Start Setup"
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- Step 1 (Role): Enter name and role title, click Next
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- Step 2 (Persona): Enter a persona description, click Next
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- Step 3 (Tools): Select one or more tools, click Next
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- Step 4 (Channels): Verify connected channels are shown (or empty state message), click Next
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- Step 5 (Escalation): Add an escalation rule, click Next
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- Review: Verify all entered data is displayed in summary, system prompt is NOT shown
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- Click "Deploy Employee" — verify agent is created and redirected to edit page
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- Open the agent in Agent Designer — verify system_prompt was auto-generated (contains AI transparency clause)
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4. **Advanced Path**: Go back to /agents/new, click "Open Designer"
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- Verify the full Agent Designer form appears (same as before Phase 5)
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- All fields editable including system_prompt
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5. **RBAC**: Log in as customer_operator
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- Verify "New Employee" button is NOT visible or routes to 403
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- Verify /agents/new entry screen is not accessible to operators
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</action>
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<verify>Human approval</verify>
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<done>Human confirms all three creation paths work correctly, RBAC enforced, system prompt auto-generated properly</done>
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</task>
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</tasks>
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<verification>
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Human confirms all three creation paths work visually and functionally.
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</verification>
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<success_criteria>
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- Human approves all three paths (template, wizard, advanced)
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- Template deploy creates working agent
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- Wizard generates correct system prompt
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- RBAC prevents operator access to creation paths
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</success_criteria>
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<output>
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After completion, create `.planning/phases/05-employee-design/05-03-SUMMARY.md`
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</output>
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