portainer-core/PLANS.md

# Implementation Plans

This document tracks all implementation plans across the portainer-core project.

## Active Plans

Current implementation work in progress:

### AI Orchestrator Enhancement
**Location**: [plans/active/ai-orchestrator-plan.md](plans/active/ai-orchestrator-plan.md)
**Status**: ✅ Phase 4 Complete - ADK Migration Successful
**Phases**:
- ✅ Phase 1: OpenAI-Compatible API (Completed 2025-11-13)
- ✅ Phase 2: Memory Systems (Completed 2025-11-23)
- ✅ Phase 3: Research Capabilities (Completed 2025-11-24)
- ✅ Phase 4: Framework Migration - LangChain → Google ADK (Completed 2025-11-26)
- 📋 Phase 5: Multi-Agent Patterns (Future)
- 📋 Phase 6: Production Hardening & RAG Optimization (Future)

**Framework Migration Completed (2025-11-26)** ✅:
- ✅ Migrated from LangChain/LangGraph to Google ADK 1.3.0
- ✅ Integrated LiteLLM 1.80.5 for Ollama compatibility
- ✅ Converted all 9 tools to ADK async generator format
- ✅ Upgraded model: mistral:7b → gemma3:12b
- ✅ Optimized system prompt: v7_adk_best_practice
- ✅ Enhanced agent health monitoring
- ✅ Production testing and validation

**Migration Benefits Achieved**:
- Improved tool calling reliability with Ollama models
- Better streaming support with ADK event system
- Model flexibility (Gemma, Mistral, Qwen families supported)
- Cleaner, more maintainable architecture
- Production-ready health monitoring

**Current Implementation**:
- Framework: Google ADK 1.3.0 with LiteLLM
- Model: gemma3:12b (~8GB VRAM)
- Tools: 9 total (7 infrastructure + 2 research)
- Performance: Simple queries ~0.3-1s, Research ~4-7s

### Memory Architecture
**Location**: [plans/completed/phase2-memory-system-complete.md](plans/completed/phase2-memory-system-complete.md)
**Status**: ✅ Completed 2025-11-23
**Description**: 3-tier memory system (buffer, Qdrant persistent + semantic) with multi-tenancy

### Security Implementation
**Location**: [plans/active/security-implementation-plan.md](plans/active/security-implementation-plan.md)
**Status**: 📋 Planning Phase
**Description**: Google OAuth SSO via Authentik for external service access

---

## Completed Plans

Historical implementation plans that have been finished:

### Infrastructure Deployment (Phases 1-4)
**Location**: [plans/completed/infrastructure-deployment-plan.md](plans/completed/infrastructure-deployment-plan.md)
**Completed**: November 2025
**Phases**:
- ✅ Phase 1: Foundation (Portainer, NPM, Ollama)
- ✅ Phase 2: Networking (Headscale mesh VPN)
- ✅ Phase 3: Monitoring (Uptime Kuma, Netdata, Heimdall)
- ✅ Phase 4: Optimization (Watchtower, Duplicati)

### AI Orchestrator Phase 1
**Location**: [plans/completed/ai-orchestrator-phase1-guide.md](plans/completed/ai-orchestrator-phase1-guide.md)
**Completed**: November 2025
**Deliverables**: OpenAI-compatible API with model routing, streaming, function calling

### AI Orchestrator Phase 1 Testing
**Location**: [plans/completed/ai-orchestrator-phase1-tests.md](plans/completed/ai-orchestrator-phase1-tests.md)
**Results**: 10/10 tests passed, zero issues found

### AI Orchestrator Phase 2 (Memory System)
**Location**: [plans/completed/phase2-memory-system-complete.md](plans/completed/phase2-memory-system-complete.md)
**Completed**: 2025-11-23
**Deliverables**: 3-tier memory (buffer + Qdrant), multi-tenancy, auto-consolidation

### AI Orchestrator Phase 3 (Research Capabilities)
**Location**: [plans/completed/phase3-multi-agent-workflows-complete.md](plans/completed/phase3-multi-agent-workflows-complete.md)
**Completed**: 2025-11-24
**Deliverables**: Web search (DuckDuckGo), content scraping, research detection, 100% test success

### AI Orchestrator Phase 4 (Framework Migration)
**Location**: [MIGRATION_PLAN_LANGCHAIN_TO_ADK.md](MIGRATION_PLAN_LANGCHAIN_TO_ADK.md)
**Completed**: 2025-11-26
**Deliverables**: Google ADK 1.3.0 with LiteLLM, 9 tools migrated, gemma3:12b model, improved reliability

### Architecture Research
**Location**: [plans/completed/architecture-research.md](plans/completed/architecture-research.md)
**Completed**: October 2025
**Decision**: Portainer + Docker Compose for container orchestration

### Mesh Networking Strategy
**Location**: [plans/completed/mesh-networking-strategy.md](plans/completed/mesh-networking-strategy.md)
**Completed**: November 2025
**Solution**: Headscale (self-hosted Tailscale) for secure mesh VPN

### Dashboard Consolidation Strategy
**Location**: [plans/completed/dashboard-strategy.md](plans/completed/dashboard-strategy.md)
**Completed**: November 2025
**Solution**: Organizr with custom service control widgets

---

## Plan Management

### Creating New Plans

1. Create plan in `plans/active/` directory
2. Add entry to "Active Plans" section above
3. Update STATUS.md with phase tracking
4. Link from relevant documentation

### Completing Plans

1. Mark all phases as ✅ in the plan document
2. Move from `plans/active/` to `plans/completed/`
3. Update this file (move to "Completed Plans" section)
4. Update STATUS.md
5. Update CHANGELOG.md with release notes

### Plan Template

```markdown
# [Feature Name] Implementation Plan

## Overview
Brief description of the feature/improvement.

## Motivation
Why this change is needed.

## Phases

### Phase 1: [Name]
**Status**: 📋 Planned / 🔄 In Progress / ✅ Completed
**Duration**: Estimated effort
**Deliverables**:
- [ ] Task 1
- [ ] Task 2

## Success Criteria
How to determine if implementation is complete.

## Testing Strategy
How the feature will be validated.
```

---

## Quick Links

- [Project Status](STATUS.md) - Current phase and progress tracking
- [Documentation Index](README.md) - All project documentation
- [Active Plans](plans/active/) - Current implementation work
- [Completed Plans](plans/completed/) - Historical implementations