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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
- Create plan in
plans/active/directory - Add entry to "Active Plans" section above
- Update STATUS.md with phase tracking
- Link from relevant documentation
Completing Plans
- Mark all phases as ✅ in the plan document
- Move from
plans/active/toplans/completed/ - Update this file (move to "Completed Plans" section)
- Update STATUS.md
- 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.
Quick Links
- Project Status - Current phase and progress tracking
- Documentation Index - All project documentation
- Active Plans - Current implementation work
- Completed Plans - Historical implementations