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Adolfo Delorenzo dcd89cc8fd docs(01-04): complete portal plan — tenant/agent CRUD and Agent Designer

- Create 01-04-SUMMARY.md documenting FastAPI portal API and Next.js portal
- Update STATE.md: advance plan, record metrics, add decisions
- Update ROADMAP.md: phase 1 plan progress (3/4 summaries)
- Update REQUIREMENTS.md: mark PRTA-01, PRTA-02 complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-03-23 10:22:22 -06:00

3.5 KiB

Raw Blame History

gsd_state_version, milestone, milestone_name, status, stopped_at, last_updated, last_activity, progress

gsd_state_version

milestone

milestone_name

status

stopped_at

last_updated

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1.0

v1.0

milestone

planning

Completed 01-foundation 01-04-PLAN.md

2026-03-23T16:22:05.663Z

2026-03-23 — Roadmap created, ready for Phase 1 planning

total_phases	completed_phases	total_plans	completed_plans	percent
3	0	4	3	0

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-03-22)

Core value: An AI employee that works in the channels your team already uses — no new tools to learn, no dashboards to check, just a capable coworker in Slack or WhatsApp. Current focus: Phase 1 — Foundation

Current Position

Phase: 1 of 3 (Foundation) Plan: 0 of 3 in current phase Status: Ready to plan Last activity: 2026-03-23 — Roadmap created, ready for Phase 1 planning

Progress: [░░░░░░░░░░] 0%

Performance Metrics

Velocity:

Total plans completed: 0
Average duration: —
Total execution time: —

By Phase:

Phase	Plans	Total	Avg/Plan
-	-	-	-

Recent Trend:

Last 5 plans: —
Trend: —

Accumulated Context

Decisions

Decisions are logged in PROJECT.md Key Decisions table. Recent decisions affecting current work:

[Roadmap]: Coarse 3-phase structure — Foundation → Agent Features → Operator Experience
[Roadmap]: Phase 3 portal gated on Phase 2 completing (DB schema stability after memory + tool data models)
[Roadmap]: WhatsApp Business Verification must be initiated during Phase 1 (1-6 week approval, WhatsApp goes live in Phase 2)
[Phase 01-foundation]: PostgreSQL RLS with FORCE ROW LEVEL SECURITY chosen for tenant isolation; app connects as konstruct_app role (not superuser)
[Phase 01-foundation]: SET LOCAL app.current_tenant uses UUID-sanitized f-string (not parameterized) — asyncpg does not support prepared statement placeholders for SET LOCAL
[Phase 01-foundation]: channel_type stored as TEXT with CHECK constraint — native sa.Enum caused duplicate CREATE TYPE DDL in Alembic migrations
[Phase 01-foundation]: LiteLLM pinned to ==1.82.5, not latest — September 2025 OOM regression in later versions
[Phase 01-foundation]: Celery tasks are always sync def with asyncio.run() — hard architectural constraint, never async def
[Phase 01-foundation]: AI transparency clause is unconditional in system prompt — agents must disclose AI identity when directly asked
[Phase 01-foundation]: llm-pool port 8004 (consistent with shared/config.py llm_pool_url default, not plan-stated 8002)
[Phase 01-foundation]: proxy.ts used instead of middleware.ts — Next.js 16 renamed middleware to proxy
[Phase 01-foundation]: standardSchemaResolver used over zodResolver — hookform/resolvers v5 dropped zod subpackage, uses Standard Schema protocol; zod v4 implements Standard Schema
[Phase 01-foundation]: Auth.js v5 JWT session strategy chosen — no portal_sessions DB table needed for Phase 1, stateless tokens sufficient

Pending Todos

None yet.

Blockers/Concerns

[Roadmap] LLM-03 (BYO API keys) conflicts between REQUIREMENTS.md (v1) and PROJECT.md (v2 out-of-scope). Resolve before Phase 3 planning.

Session Continuity

Last session: 2026-03-23T16:22:05.661Z Stopped at: Completed 01-foundation 01-04-PLAN.md Resume file: None

3.5 KiB Raw Blame History