# Requirements Archive — v2.2 Sales Loop

**Archived:** 2026-06-20
**Milestone:** v2.2 Sales Loop (Phases 18–22)
**Outcome:** 10/11 requirements Complete · 1 deferred (PUB-03 email Resend)

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## v2.2 — Sales Loop Requirements

### Cleanup & Consolidamento (Phase 18 / R1)

| ID | Requirement | Outcome |
|----|-------------|---------|
| CLEAN-01 | Pagina Forecast + voce sidebar rimossa | ✅ Complete — Phase 18-01 |
| CLEAN-02 | Quote builder manuale rimosso | ✅ Complete — Phase 18-01 |
| CLEAN-03 | Analytics fusa nella Dashboard, rotta duplicata eliminata | ✅ Complete — Phase 18-02 |
| CLEAN-04 | Fasi v2.1 residue archiviate nel planning | ✅ Complete — Phase 18-03 |

### Pipeline CRM Kanban (Phase 19 / R2)

| ID | Requirement | Outcome |
|----|-------------|---------|
| PIPE-01 | Board Kanban Pipedrive-style con drag-drop tra stage | ✅ Complete — Phase 19-01 |
| PIPE-02 | Vinto/Perso come cambio-colonna manuale | ✅ Complete — Phase 19-01 |

### Knowledge Base Cliente (Phase 20 / R3)

| ID | Requirement | Outcome |
|----|-------------|---------|
| KB-01 | Schema additivo `client_transcripts` con migration a prod | ✅ Complete — Phase 20-01/02 |
| KB-02 | UI incolla/elenca transcript nel dettaglio lead | ✅ Complete — Phase 20-03 |

### Agente AI — Generazione Preventivo (Phase 21 / R4)

| ID | Requirement | Outcome |
|----|-------------|---------|
| AI-01 | Admin seleziona cliente+offerta; AI legge transcript+offerta → bozza | ✅ Complete — Phase 21-01 |
| AI-02 | Admin rivede ed edita la bozza prima di pubblicare | ✅ Complete — Phase 21-01 |

### Pagina Pubblica Preventivo (Phase 22 / R5)

| ID | Requirement | Outcome |
|----|-------------|---------|
| PUB-01 | Pagina pubblica `/preventivo/[slug]` — deck 20+ slide | ✅ Complete — Phase 22-01 |
| PUB-02 | Cliente accetta/rifiuta; esito riflesso nel DB | ✅ Complete — Phase 22-01 |
| PUB-03 | Invio link via email Resend | ❌ Not implemented — deferred to v2.3 backlog |

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## Backlog Portato Avanti

| ID | Requirement | Stato |
|----|-------------|-------|
| PUB-03 | Email Resend invio link preventivo | Deferred → v2.3 |
| PROP-03 | Stripe Payment Link su offerta | Backlog (post-R5 originale) |
| PROP-04 | Auto-provisioning al "Vinto" | Backlog (post-R5 originale) |
| AUTH-OTP-01 | Accesso cliente via OTP email | Design pronto, deferred |
| OFFER-12 | Import CSV/Notion one-shot | Rimandato 2026-06-14 |

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## Requirements Non-v2.2 (Storico)

*I requirements di v1.0 e v2.0/v2.1 sono archiviati in:*
- `.planning/milestones/v1.0-REQUIREMENTS.md`
- `.planning/milestones/v2.0-REQUIREMENTS.md`

*I requirements congelati/abbandonati di v2.1 (PROJ-06..10, DASH-11, PROP-01..05) sono documentati in `.planning/milestones/v2.2-ROADMAP.md` sezione "Milestone Summary".*

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*Archived: 2026-06-20 at v2.2 milestone close*