Files
pm-template/README.md
Max Mayfield df667e0db8 v2: Forge Console + Open WebUI artifacts + Docker
- web/: Local chat UI (Express + WS → Codex bridge)
- openwebui/: Preset, pipelines, knowledge manifest
- Dockerfile + docker-compose.yml
- Updated README with 3 frontend options
- CLI-agnostic: works with Codex, Claude Code, Kiro, Gemini
2026-02-27 06:56:34 +00:00

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# Reltio PM Factory
A browser-based AI workspace for Product Managers. No terminal required after initial setup.
**Forge Console** gives you a familiar chat interface backed by [Codex](https://github.com/openai/codex), pre-loaded with Reltio's Transparent Factory standards, BMad Creative Suite, Jira/Aha!/Gainsight integrations, and epic-writing skills.
---
## Quick Start
### Option 1: Docker (recommended)
```bash
git clone <this-repo> pm-template
cd pm-template
cp env.example .env # fill in your API keys
docker compose up -d
```
Open http://localhost:3000.
### Option 2: Local
```bash
git clone <this-repo> pm-template
cd pm-template
./start.sh
```
On first run, the script checks Node.js, creates `.env`, installs deps, and opens the browser.
---
## Prerequisites (One-Time Setup)
Before the AI agent can connect to your tools, you need:
1. **Git & Bitbucket Access** — A working SSH key configured with Bitbucket.
2. **Jira Authentication** — Run `mcporter auth atlassian` in a terminal once to complete the OAuth flow.
3. **API Keys** — Edit `.env` with your Aha! and Gainsight PX credentials.
Once authenticated, the Forge Console handles everything else.
---
## What's Inside
| Component | Purpose |
|-----------|---------|
| `web/` | Forge Console — local chat UI + Express server |
| `skills/epics-standards/` | Epic creation templates & Aha! workflows |
| `skills/factory-standards/` | Transparent Factory tenet sync & compliance |
| `skills/bmad-suite/` | BMad Creative Intelligence Suite (brainstorming, design thinking, storytelling) |
| `skills/gainsight-px/` | Product analytics queries |
| `config/mcporter.json` | MCP server definitions (Jira, Aha!, Context7) |
---
## For AI Agents
If you are an AI assistant reading this repo, see `AGENTS.md` for your operating instructions.
---
## Frontend Options
This repo is CLI-agnostic. Use whichever interface fits your team:
### Option A: Forge Console (built-in)
A lightweight local chat UI that wraps Codex CLI.
```bash
./start.sh # opens http://localhost:3000
```
### Option B: Open WebUI (recommended)
Use the pre-built artifacts in `openwebui/` to connect any Open WebUI instance.
Includes model presets, RAG knowledge manifests, and tool pipelines.
See [`openwebui/SETUP.md`](openwebui/SETUP.md) for details.
### Option C: Any CLI Agent
Open the repo in Cursor, Claude Code, Kiro, Gemini CLI, or any agent that reads `AGENTS.md`.
---
## Architecture
```
┌─────────────────────────────────────────┐
│ Frontend (pick one) │
│ • Forge Console (web/) │
│ • Open WebUI (openwebui/) │
│ • CLI Agent (Codex, Claude, Kiro...) │
└──────────────┬──────────────────────────┘
┌──────────────┴──────────────────────────┐
│ LLM (any OpenAI-compatible provider) │
│ + System Prompt (AGENTS.md) │
│ + RAG Knowledge (skills/, standards/) │
│ + Tool Pipelines (mcporter, aha, etc.) │
└──────────────┬──────────────────────────┘
↕ MCP
Jira · Aha! · Gainsight PX
```