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portainer-core/PLANS.md
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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 Status: 🔄 Phase 2 in progress Phases:

  • Phase 1: OpenAI-Compatible API (Completed)
  • 🔄 Phase 2: Memory Systems (In Progress)
  • 📋 Phase 3: Multi-Model Management (Planned)
  • 📋 Phase 4: Reasoning & Chain-of-Thought (Planned)
  • 📋 Phase 5: Agentic Workflows (Planned)
  • 📋 Phase 6: Production Optimization (Planned)

Memory Architecture

Location: plans/active/phase2-memory-architecture.md Status: 🔄 In Progress Description: 3-tier memory system (ephemeral, short-term, long-term) for AI agents

Security Implementation

Location: 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 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 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 Results: 10/10 tests passed, zero issues found

Architecture Research

Location: 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 Completed: November 2025 Solution: Headscale (self-hosted Tailscale) for secure mesh VPN

Dashboard Consolidation Strategy

Location: 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

# [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.