 simone
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fb1ef95c96
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chore: archive v2.2 Sales Loop milestone
- ROADMAP.md: collassato a milestone summary, v2.2 in <details>
- PROJECT.md: full evolution review — What This Is, Validated v2.2, Active v2.3, Key Decisions aggiornate
- MILESTONES.md: entry v2.2 + entry v2.1 aggiunti
- milestones/v2.2-ROADMAP.md: archivio completo fasi 18-22
- milestones/v2.2-REQUIREMENTS.md: archivio requirements con outcomes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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2026-06-20 18:31:08 +02:00 |
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simone
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10a390239a
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docs: reset milestone v2.2 "Sales Loop"
Strategic reset after articulating the real sales flow (piano in
.claude/plans/glittery-sprouting-pudding.md). v2.1 delivered Offer Studio
(Phase 11+12) + CRM Attio (Phase 14); residual phases re-scoped:
- Phase 13 (Servizi Attivi) → frozen (touches post-sale portal, kept as-is)
- Phase 15 (Dashboard Revenue) → dropped (analytics merges into dashboard)
- Phase 16/17 (Proposal AI) → re-scoped into v2.2 with transcripts added
New milestone v2.2 = sales loop, Phase 18→22 (R1→R5):
- R1 Cleanup: remove forecast + manual quote builder, merge analytics into dashboard
- R2 Pipeline CRM Kanban (Pipedrive-style)
- R3 Knowledge Base (dated call transcripts per lead/client)
- R4 AI agent (admin picks offer, Claude personalizes proposal from transcripts)
- R5 Public /preventivo/[slug] page + email
New requirements: CLEAN-01..04, PIPE-01/02, KB-01/02, AI-01/02, PUB-01/02/03.
Updated ROADMAP, REQUIREMENTS, STATE, PROJECT. No code changed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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2026-06-19 11:37:08 +02:00 |
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simone
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9bff7623da
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docs: move CRM Attio-style requirements to Validated (Phase 14)
PROJECT.md: CRM-08..12 moved from Active to Validated in v2.1,
referencing Phase 14 completion.
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2026-06-14 15:27:07 +02:00 |
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simone
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03898f2a59
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docs(planning): v2.1 milestone setup + Phase 11 context/patterns
- Archive v2.0 phases (07-10) under .planning/milestones/
- v2.1 REQUIREMENTS/ROADMAP (Phases 11-17: Offer Studio + Proposal AI)
- DESIGN-SYSTEM.md (database-view UI contract for Phases 11-14)
- Phase 11 CONTEXT, DISCUSSION-LOG, PATTERNS
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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2026-06-13 15:07:06 +02:00 |
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simone
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3b1f49d059
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docs(v2.0): finalize roadmap + requirements — phases 7-11 approved for planning
- Upgrade PROJECT.md: v2.0 Business Operations Suite (unified catalog, offers with phases, public quotes, CRM pipeline, auto-provisioning)
- Create REQUIREMENTS.md sections: CAT-U, OFFER-B, QUOTE, CRM, WIN requirements for phases 7-11
- Extend ROADMAP.md: 5-phase structure (7-11), 14-19 days total, risk/flag registry
- Archive v1.0 milestone (phases 1-6, complete)
- Switch STATE.md to v2.0, status=planning
- Create research documents: STACK.md, FEATURES_v2.0.md, ARCHITECTURE.md, PITFALLS.md, SUMMARY.md
Ready for: /gsd-plan-phase 7
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
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2026-06-11 06:01:59 +02:00 |
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 Simone Cavalli
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80d93993a9
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docs(phase-02): evolve PROJECT.md after phase completion
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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2026-05-15 21:55:53 +02:00 |
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Simone Cavalli
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b79fb4347a
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docs: initialize project
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2026-05-09 21:08:07 +02:00 |
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