104 lines
3.4 KiB
Markdown
104 lines
3.4 KiB
Markdown
---
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phase: 05-employee-design
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plan: 03
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subsystem: ui
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tags: [nextjs, react, rbac, agent-templates, wizard, agent-designer]
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# Dependency graph
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requires:
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- phase: 05-02
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provides: "Three-path entry screen, TemplateGallery, EmployeeWizard, Advanced Agent Designer — complete frontend creation flows"
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- phase: 05-01
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provides: "Template backend API, build_system_prompt, AgentTemplate ORM model, deploy endpoint"
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provides:
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- "Human verification that all three employee creation paths work end-to-end"
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- "Confirmation that template-deployed agents appear active and are editable"
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- "Confirmation that wizard-created agents have auto-generated system prompts with AI transparency clause"
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- "Confirmation that customer_operator role cannot access /agents/new (RBAC enforced)"
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affects: [employee-management, agent-editing]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "Human-verify checkpoint used to gate phase completion on visual + functional sign-off"
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key-files:
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created: []
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modified: []
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key-decisions:
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- "All three creation paths (template, wizard, advanced) confirmed working by human review before Phase 5 marked complete"
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patterns-established:
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- "Phase sign-off pattern: human-verify checkpoint as final plan in a phase ensures no functionality ships unverified"
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requirements-completed: [EMPL-01, EMPL-02, EMPL-03, EMPL-04, EMPL-05]
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# Metrics
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duration: ~2min
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completed: 2026-03-24
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---
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# Phase 5 Plan 03: Employee Design Human Verification Summary
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**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**
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## Performance
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- **Duration:** ~2 min (checkpoint approval)
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- **Started:** 2026-03-24
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- **Completed:** 2026-03-24
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- **Tasks:** 1 (human-verify checkpoint)
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- **Files modified:** 0
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## Accomplishments
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- Human verified all three creation paths work: template deploy, guided wizard, and Advanced Agent Designer
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- Confirmed template-deployed agents appear in Employees list with is_active=true and are editable in Agent Designer
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- Confirmed wizard-created agents have auto-generated system_prompt including the AI transparency clause
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- Confirmed RBAC correctly blocks customer_operator from accessing /agents/new
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## Task Commits
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This plan contained a single human-verify checkpoint — no code was written.
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1. **Task 1: Verify all three employee creation paths** - Human approval (checkpoint)
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## Files Created/Modified
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None — verification-only plan.
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## Decisions Made
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None — followed plan as specified. The checkpoint confirmed the implementation from plans 05-01 and 05-02 is correct.
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## Deviations from Plan
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None — plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None — no external service configuration required.
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## Next Phase Readiness
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- Phase 5 (Employee Design) is fully complete — all three plans approved
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- All five EMPL requirements satisfied: EMPL-01 through EMPL-05
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- The platform now supports the full AI employee lifecycle: template deploy, guided wizard creation, and direct advanced configuration
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- No blockers for future phases
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## Self-Check: PASSED
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- SUMMARY.md: FOUND at .planning/phases/05-employee-design/05-03-SUMMARY.md
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- State updated: advance-plan, update-progress, record-metric, add-decision, record-session
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- ROADMAP.md: Phase 5 marked Complete (3/3 plans with summaries)
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---
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*Phase: 05-employee-design*
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*Completed: 2026-03-24*
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