# AI-Agentic Implementation — Complete Status Report

**Last Updated:** 2026-05-27
**Branch:** `feat/ai-agentic-phase1`
**Overall Status:** ✅ Phases 1–5 Complete | Phase 6 (Controlled Rollout) pending

---

## 📊 Phase Completion Summary

| Phase (Roadmap) | Internal Label | Status | Commit |
|---|---|---|---|
| Phase 0 — Alignment & Baseline | Planning docs | ✅ Complete | — (planning only) |
| Phase 1 — Persistence & Lifecycle | Core Services | ✅ Complete | `bb943c3` |
| Phase 2 — Internal APIs & Access Control | API Integration | ✅ Complete | `7b9f134` |
| Phase 3 — Normalizer & Validator + RBAC | RBAC & Auth | ✅ Complete | `85332f3` |
| Phase 3 (fixes) — DB migration compat | DB fixes | ✅ Complete | `8914088` |
| Phase 3 (Feature Flags UI) | Feature flags | ✅ Complete | `3623aa5` |
| Phase 4 — Flow Builder Integration | AI Entry Point | ✅ Complete | `b33cd3b` |
| Phase 5 — Observability & Ops | Telemetry + Dashboard | ✅ Complete | (this commit) |
| Phase 6 — Controlled Rollout | Production | ⬜ Not Started | — |

---

## ✅ COMPLETED DELIVERABLES

### Phase 1 — Persistence & Lifecycle Foundation

- **Migration:** `20260905000002_create_ai_flow_proposals_and_events.exs`
  - Tables: `ai_flow_proposals`, `ai_flow_proposal_events`
  - Indexes, cascading deletes, audit trail columns
- **Schemas:** `InfraRepo.Schemas.AiFlowProposal`, `InfraRepo.Schemas.AiFlowProposalEvent`
- **Lifecycle Service:** `InfraRepo.AiFlow.ProposalLifecycle`
  - State machine: `draft_generated → draft_opened → draft_edited → approved → published`
  - Fallback paths: `validation_failed`, `rejected`, `archived`
  - Event append on every transition; timeline queries

### Phase 2 — Internal APIs & Access Control

- **Routes:** 5 endpoints under `/admin/api/ai/proposals` (POST generate, GET show, POST approve/reject/open)
- **Auth Plug:** `GatewayWebWeb.AdminAuthPlug` — JWT validation via `MwAuth.JWT`
- **Controller:** `GatewayWebWeb.AiProposalController` — full CRUD + audit logging

### Phase 3 — Normalizer, Validator, RBAC, LLM Config

- **Normalizer:** `InfraRepo.AiFlow.Normalizer` — raw graph → canonical canvas (node/edge canonicalization, deterministic IDs)
- **Validator:** `InfraRepo.AiFlow.Validator` — schema, adapter allow-list, timeout bounds, DAG structure, cycle detection
- **PolicyGate:** `InfraRepo.AiFlow.PolicyGate` — tenant-scoped policy enforcement
- **RBAC:** `GatewayWebWeb.Authorization` — role hierarchy (superadmin > admin > analyst > viewer), 7 actions mapped
- **AuthorizePlug:** `GatewayWebWeb.AuthorizeActionPlug` — 403 on insufficient role
- **LLM Config:** `MwKernel.LlmConfig` — multi-provider (OpenAI → Claude → Llama), cost-optimised fallback
- **Tests:** 25+ RBAC unit tests + 30+ controller integration tests
- **Feature Flags UI:** `MwKernel.FeatureFlags` — `ai_agentic_enabled` toggle in admin panel

### Phase 4 — Flow Builder Integration (AI Entry Point)

- **`MwKernel.AdapterDiscovery`** — Scans all known adapters for MCP tool definitions; generates structured schemas for LLM context injection
- **`InfraRepo.AiFlow.ProposalService`** — Orchestrates: `AdapterDiscovery → LlmConfig → LLM call → ProposalNormalizer → ProposalLifecycle`; `generate_proposal/2`, `open_in_builder/2`
- **`InfraRepo.AiFlow.ProposalNormalizer`** — Validates and normalises AI-returned canvas graph; handles all 9 node types and 5 edge types; warning-vs-error separation
- **`MwKernel.Adapter` behaviour** — Added optional `@callback mcp_tool_definition() :: map()` with `@optional_callbacks`
- **MCP tool definitions on all 12 adapters** — `adapter_amqp`, `adapter_aritic_ma`, `adapter_aritic_mail`, `adapter_banking`, `adapter_cloudi`, `adapter_edi`, `adapter_fix`, `adapter_grpc`, `adapter_jms`, `adapter_kafka`, `adapter_mqtt`, `adapter_swift` — each exposes name, description, inputSchema, metadata
- **`flows_live.ex` + `flows_live.html.heex`** — "✨ Generate with AI" button on the Flows list page (feature-flag gated by `ai_agentic_enabled`); async `generate_ai_proposal` → `open_in_builder` → navigate to Flow Builder with flash message
- **`docs/AI-Agentic/mcp-adapter-templates.md`** — Developer reference for writing MCP tool definitions
- **`seeds.exs`** — AI feature flag seed entry
- **`init_feature_flag.exs`** — Standalone script to enable/disable `ai_agentic_enabled` flag

### Phase 5 — Observability & Operational Controls ✅ NEW

- **`MwKernel.AiAgentic.Telemetry`** (NEW)
  - GenServer with ETS table `:mw_ai_agentic_counters`
  - Attaches to 6 telemetry events on startup
  - Public API: `counters/0`, `failure_rate/1`, `alert?/0`, `failure_threshold/0`
  - Emission helpers: `emit_generated/4`, `emit_validated/4`, `emit_approved/3`, `emit_rejected/3`, `emit_published/3`, `emit_error/3`
  - Alert threshold: failure rate ≥ 20%
  - Session-level counters (reset on restart); lifetime metrics from DB

- **`GatewayWeb.Application`** (MODIFIED)
  - Added `MwKernel.AiAgentic.Telemetry` to supervisor children

- **`InfraRepo.AiFlow.ProposalService`** (MODIFIED)
  - Instrumented with `emit_generated/4` (duration timing via monotonic clock)
  - Instrumented with `emit_validated/4` (outcome: `:pass` / `:fail`, warning count, duration)
  - Instrumented with `emit_error/3` for LLM call failure and parse failure stages

- **`InfraRepo.AiFlow.ProposalLifecycle`** (MODIFIED)
  - `approve/3` — emits `emit_approved/3` on successful state transition
  - `reject/3` — emits `emit_rejected/3` on successful state transition
  - `publish/3` — emits `emit_published/3` on successful state transition

- **`GatewayWebWeb.AiDashboardLive`** (NEW) — `/admin/ai-dashboard`
  - Session counter grid (7 cards: generated, valid pass/fail, approved, rejected, published, errors)
  - Derived rate display: failure rate vs threshold, approval rate
  - Red alert banner when `failure_rate ≥ threshold`
  - DB lifetime stats panel: total, published, rejected, pending, approval rate, validation pass rate
  - Recent proposals table (last 20) with status + validation badges
  - Feature flag toggle (enable/disable `ai_agentic_enabled` instantly)
  - 15-second auto-refresh poll via `Process.send_after`

- **Router** (MODIFIED) — `live "/ai-dashboard", AiDashboardLive, :index` added to `:admin` live_session

- **Layouts** (MODIFIED) — "AI Agentic" nav section with "AI Dashboard" item (sparkle icon); `active_nav: "ai_dashboard"`

- **`docs/AI-Agentic/RUNBOOK.md`** (NEW)
  - Feature flag enable/disable (UI + IEx)
  - Alert threshold explanation + how to change
  - Telemetry events reference
  - Common error patterns with diagnosis steps
  - DB queries for stuck proposals, audit trail, stale draft cleanup
  - Rollback procedure (3 steps: flag → supervisor → git revert)
  - LLM provider health check commands
  - Deployment monitoring checklist

---

## 🚧 REMAINING PHASES

### Phase 6 — Controlled Rollout (1-2 weeks)

- [ ] Internal-only release (superadmin only)
- [ ] Tenant allow-list rollout stages
- [ ] Weekly quality/reliability review gate
- [ ] Expansion decision report (cost, conversion, regressions)

---

## 📂 Complete File Structure

```
apps/infra_repo/lib/infra_repo/
├── ai_flow/
│   ├── proposal_lifecycle.ex      ✅ State machine + event sourcing + telemetry
│   ├── normalizer.ex              ✅ Raw graph → canvas (Phase 3)
│   ├── proposal_normalizer.ex     ✅ AI output validation (Phase 4)
│   ├── proposal_service.ex        ✅ LLM orchestration + telemetry (Phases 4–5)
│   ├── validator.ex               ✅ Validation pipeline
│   └── policy_gate.ex             ✅ Tenant policy enforcement
└── schemas/
    ├── ai_flow_proposal.ex        ✅
    └── ai_flow_proposal_event.ex  ✅

apps/mw_kernel/lib/mw_kernel/
├── ai_agentic/
│   └── telemetry.ex               ✅ ETS counters + event handlers (Phase 5)
├── behaviours/adapter.ex          ✅ + optional mcp_tool_definition/0
├── adapter_discovery.ex           ✅ MCP schema discovery (Phase 4)
├── feature_flags.ex               ✅ ai_agentic_enabled toggle
└── llm_config.ex                  ✅ Multi-provider LLM config

apps/adapter_*/lib/adapter_*.ex    ✅ All 12 adapters — mcp_tool_definition/0 added

apps/gateway_web/lib/gateway_web/
└── application.ex                 ✅ + MwKernel.AiAgentic.Telemetry in children

apps/gateway_web/lib/gateway_web_web/
├── controllers/
│   └── ai_proposal_controller.ex  ✅ 5 API endpoints
├── authorization.ex               ✅ RBAC matrix
├── plugs/
│   ├── admin_auth_plug.ex         ✅ JWT validation
│   └── authorize_action_plug.ex   ✅ Role enforcement
├── layouts.ex                     ✅ + AI Agentic nav section
├── router.ex                      ✅ + /admin/ai-dashboard route
└── live/
    ├── ai_dashboard_live.ex       ✅ Phase 5 observability dashboard
    ├── flows_live.ex              ✅ + AI generate event handler
    └── flows_live.html.heex       ✅ + "✨ Generate with AI" button

apps/infra_repo/priv/repo/migrations/
└── 20260905000002_create_ai_flow_proposals_and_events.exs ✅

docs/AI-Agentic/
├── IMPLEMENTATION_STATUS.md       ✅ (this file)
├── RUNBOOK.md                     ✅ Operations runbook (Phase 5)
├── mcp-adapter-templates.md       ✅ Developer reference (Phase 4)
├── planning/ (6 planning docs)    ✅
├── SESSION_SUMMARY.md             ✅
├── PHASE_3_COMPLETE.md            ✅
└── PHASE_4_STATUS.md              ✅

init_feature_flag.exs              ✅ Utility — enable/disable AI flag
test_adapter_discovery.exs         ✅ Manual test script
```

---

## 🔒 Safety & Non-Breaking Guarantees

| Guarantee | Status |
|---|---|
| No runtime dispatch-path changes | ✅ DagExecutor unchanged for normal adapter flow |
| No forced migration of existing flows | ✅ All additive |
| Human approval required before publish | ✅ Lifecycle enforces draft-only generation |
| LLM not in critical payment path | ✅ ProposalService is admin-initiated only |
| Feature-flag gated | ✅ `ai_agentic_enabled` — off by default |
| Full audit trail | ✅ Event sourcing on every state transition |
| MCP callbacks optional | ✅ `@optional_callbacks [mcp_tool_definition: 0]` |
| Telemetry non-blocking | ✅ ETS write + :telemetry.execute are async-safe |
| Dashboard load failure safe | ✅ `load_recent_proposals/0` wrapped in rescue |

---

## 📝 Key Design Decisions

| Decision | Rationale |
|-----------|-----------|
| `ProposalService` in InfraRepo | DB-aware, follows existing context pattern; orchestrates lifecycle + normalizer |
| `AdapterDiscovery` in MwKernel | Adapter-facing concern; no infra_repo dep; builds LLM context from MCP schemas |
| `mcp_tool_definition/0` optional callback | Zero breaking change; existing adapters work unchanged; new adapters opt-in |
| Feature-flag gate on UI button | Zero-risk rollout; can disable instantly without deploy |
| `ProposalNormalizer` separate from `Normalizer` | Phase 3 `Normalizer` is generic graph-to-canvas; Phase 4 `ProposalNormalizer` is AI-output-specific with stricter validation |
| ETS for session counters | GenServer with ETS table follows same pattern as other caches in the codebase; reads are lock-free and fast from LiveView polling |
| 15s poll on AiDashboardLive | Balanced freshness vs DB query cost; LV polls independently from telemetry events |
| Dispatch config in `config.exs` (not canvas) | Deployment topology is infrastructure concern; canvas captures business logic only |

---

## ✅ Acceptance Criteria Progress

| Criterion | Status |
|-----------|--------|
| Existing manual flow creation unchanged | ✅ |
| AI proposal generated from goal | ✅ |
| Proposals stored with full lifecycle state | ✅ |
| Validation enforced before approval | ✅ |
| Event audit trail created | ✅ |
| LLM discovery of available adapters | ✅ (via AdapterDiscovery + MCP schemas) |
| "Generate with AI" entry point in Flow Builder | ✅ (flows_live) |
| Feature-flag controlled rollout | ✅ |
| Telemetry events | ✅ Phase 5 complete |
| Observability dashboard | ✅ Phase 5 complete |
| Operational runbook | ✅ Phase 5 complete |
| Alert on failure rate > 20% | ✅ Phase 5 complete |

---

**Ready for:** Phase 6 Controlled Rollout
**Estimated remaining effort:** 1-2 weeks (tenant allow-list, staged rollout, review gates)