docs(plan): L1 workspace Phase 1 implementation plan

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26 bite-sized TDD tasks covering: l1_tech role + perms, seat enforcement
(L1 + engineer together), 5 migrations (role/columns, FlowProposal,
internal_tickets, l1_walk_sessions), seat_enforcement/internal_ticket/
l1_session services, full L1 endpoint surface (intake/queue/step/notes/
resolve/escalate/escalate-without-walk), APScheduler cleanup for 24h
abandoned sessions, frontend usePermissions/Sidebar/router updates,
L1Dashboard (active + empty state + resume widget), L1WalkPage with tree
and adhoc variants, coverage banner, seat counter widget, RLS regression
tests, E2E Playwright suite, acceptance walkthrough.

Phase 2 (AI build + KB documents) and Phase 3 (KB connectors) get
their own plan files. Phase 1 ships with adhoc walks as the default
intake; user-facing flow selection ships in Phase 2 alongside the AI
matcher. PSA close/reassign is a Phase 1 stub (deferred to Phase 2).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

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Michael Chihlas

2026-05-28 11:58:41 -04:00

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