simone/clienthub
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

docs(phase-19): complete plan 19-01 — LeadsKanbanBoard + toggle PIPE-01/PIPE-02

Browse Source 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Simone Cavalli
2026-06-19 18:07:44 +02:00
parent b0dbd341a9
commit bac757a987
3 changed files with 119 additions and 24 deletions
Download Patch File Download Diff File Expand all files Collapse all files
.planning/ROADMAP.md
+10 -10
View File
@@ -17,8 +17,8 @@
- [~] **Phase 15: Dashboard Revenue Stats** - ❌ ABBANDONATA (reset 2026-06-19): mockup mai arrivato; analytics confluisce nella dashboard via CLEAN-03
- [~] **Phase 16: Proposal AI — Data Foundations & Auto-Provisioning** - ❌ RI-SCOPATA in v2.2; Stripe Payment Link + auto-provisioning → backlog post-R5
- [~] **Phase 17: Proposal AI — Builder, Pagina Pubblica & Email** - ❌ RI-SCOPATA in v2.2 (Phase 21/22 con transcript + flusso chiaro)
- [ ] **Phase 18: Cleanup & Consolidamento** - Rimuovi Forecast + quote builder manuale; fondi `/admin/analytics` nella dashboard; archivia fasi residue v2.1
- [ ] **Phase 19: Pipeline CRM Kanban** - Board lead stile Pipedrive con colonne per stage + drag-drop; vinto/perso come cambio-colonna manuale
- [x] **Phase 18: Cleanup & Consolidamento** - Rimuovi Forecast + quote builder manuale; fondi `/admin/analytics` nella dashboard; archivia fasi residue v2.1
- [x] **Phase 19: Pipeline CRM Kanban** - Board lead stile Pipedrive con colonne per stage + drag-drop; vinto/perso come cambio-colonna manuale
- [ ] **Phase 20: Knowledge Base Cliente** - Schema additivo + UI per incollare transcript datati multipli per lead/cliente
- [ ] **Phase 21: Agente AI — generazione preventivo** - Builder: admin sceglie cliente+offerta, l'AI (Claude) legge transcript + offerta e genera bozza preventivo; admin revisiona
- [ ] **Phase 22: Pagina pubblica preventivo + email** - Pagina pubblica HTML/CSS, accept/reject → CRM, invio link via email (Resend)
@@ -162,10 +162,10 @@ Plans:
4. Le fasi v2.1 residue (13/15/16/17) sono marcate cancellate/congelate nel planning
**Plans**: 3 plans
**Plan list**:
- [ ] 18-01-PLAN.md — Rimozione Forecast + Quote Builder manuale (CLEAN-01, CLEAN-02)
- [ ] 18-02-PLAN.md — Fusione analytics nella Dashboard, eliminazione rotta /admin/analytics (CLEAN-03)
- [ ] 18-03-PLAN.md — Verifica CLEAN-04 planning docs + build check + checkpoint visuale
**Status**: Planned — ready for `/gsd-execute-phase 18`
- [x] 18-01-PLAN.md — Rimozione Forecast + Quote Builder manuale (CLEAN-01, CLEAN-02)
- [x] 18-02-PLAN.md — Fusione analytics nella Dashboard, eliminazione rotta /admin/analytics (CLEAN-03)
- [x] 18-03-PLAN.md — Verifica CLEAN-04 planning docs + build check + checkpoint visuale
**Status**: ✅ Complete (2026-06-19) — CLEAN-01..04 verificati, build verde
### Phase 19: Pipeline CRM Kanban
**Goal**: I lead si gestiscono in una board Kanban stile Pipedrive con drag-drop tra gli stage; vinto/perso è un cambio-colonna manuale.
@@ -178,8 +178,8 @@ Plans:
3. Spostare un lead su "Vinto"/"Perso" è l'azione manuale che ne registra l'esito
**Plans**: 1 plan
**Plan list**:
- [ ] 19-01-PLAN.md — LeadsKanbanBoard + LeadsViewToggle + page wiring (PIPE-01, PIPE-02)
**Status**: Planned — ready for `/gsd-execute-phase 19`
- [x] 19-01-PLAN.md — LeadsKanbanBoard + LeadsViewToggle + page wiring (PIPE-01, PIPE-02)
**Status**: ✅ Complete (2026-06-19) — board 6 colonne, drag-drop persistente, toggle Lista/Kanban, search integrata
### Phase 20: Knowledge Base Cliente
**Goal**: Memorizzare i transcript datati delle call (multipli per lead/cliente) e mostrarli nel profilo, pronti per essere dati in pasto all'AI.
@@ -226,8 +226,8 @@ Plans:
| 15. Dashboard Revenue Stats | — | ❌ Abbandonata (v2.2) | — |
| 16. Proposal AI — Data Foundations & Auto-Provisioning | — | ❌ Ri-scopata (v2.2) | — |
| 17. Proposal AI — Builder, Pagina Pubblica & Email | — | ❌ Ri-scopata (v2.2) | — |
| 18 (R1). Cleanup & Consolidamento | — | Pending planning | — |
| 19 (R2). Pipeline CRM Kanban | — | Pending planning | — |
| 18 (R1). Cleanup & Consolidamento | 3/3 | ✅ Done | 2026-06-19 |
| 19 (R2). Pipeline CRM Kanban | 1/1 | ✅ Done | 2026-06-19 |
| 20 (R3). Knowledge Base Cliente (transcript) | — | Pending planning | — |
| 21 (R4). Agente AI — generazione preventivo | — | Pending planning | — |
| 22 (R5). Pagina pubblica preventivo + email | — | Pending planning | — |