konstruct/.planning/phases/05-employee-design/05-03-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	03	ui	nextjs react rbac agent-templates wizard agent-designer	phase provides 05-02 Three-path entry screen, TemplateGallery, EmployeeWizard, Advanced Agent Designer — complete frontend creation flows phase provides 05-01 Template backend API, build_system_prompt, AgentTemplate ORM model, deploy endpoint	Human verification that all three employee creation paths work end-to-end Confirmation that template-deployed agents appear active and are editable Confirmation that wizard-created agents have auto-generated system prompts with AI transparency clause Confirmation that customer_operator role cannot access /agents/new (RBAC enforced)	employee-management agent-editing	added patterns Human-verify checkpoint used to gate phase completion on visual + functional sign-off	created modified	All three creation paths (template, wizard, advanced) confirmed working by human review before Phase 5 marked complete	Phase sign-off pattern: human-verify checkpoint as final plan in a phase ensures no functionality ships unverified	EMPL-01 EMPL-02 EMPL-03 EMPL-04 EMPL-05	~2min	2026-03-24

Phase 5 Plan 03: Employee Design Human Verification Summary

Human-approved sign-off confirming all three AI employee creation paths (template gallery, 5-step wizard, Advanced Agent Designer) work end-to-end with correct RBAC enforcement and auto-generated system prompts

Performance

• Duration: ~2 min (checkpoint approval)
• Started: 2026-03-24
• Completed: 2026-03-24
• Tasks: 1 (human-verify checkpoint)
• Files modified: 0

Accomplishments

• Human verified all three creation paths work: template deploy, guided wizard, and Advanced Agent Designer
• Confirmed template-deployed agents appear in Employees list with is_active=true and are editable in Agent Designer
• Confirmed wizard-created agents have auto-generated system_prompt including the AI transparency clause
• Confirmed RBAC correctly blocks customer_operator from accessing /agents/new

Task Commits

This plan contained a single human-verify checkpoint — no code was written.

1. Task 1: Verify all three employee creation paths - Human approval (checkpoint)

Files Created/Modified

None — verification-only plan.

Decisions Made

None — followed plan as specified. The checkpoint confirmed the implementation from plans 05-01 and 05-02 is correct.

Deviations from Plan

None — plan executed exactly as written.

Issues Encountered

None.

User Setup Required

None — no external service configuration required.

Next Phase Readiness

• Phase 5 (Employee Design) is fully complete — all three plans approved
• All five EMPL requirements satisfied: EMPL-01 through EMPL-05
• The platform now supports the full AI employee lifecycle: template deploy, guided wizard creation, and direct advanced configuration
• No blockers for future phases

Self-Check: PASSED

• SUMMARY.md: FOUND at .planning/phases/05-employee-design/05-03-SUMMARY.md
• State updated: advance-plan, update-progress, record-metric, add-decision, record-session
• ROADMAP.md: Phase 5 marked Complete (3/3 plans with summaries)

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Phase: 05-employee-design Completed: 2026-03-24