# Roadmap: ClientHub

## Milestones

- ✅ **v1.0 Client Portal & Offer System** — Phases 1–6 (shipped 2026-06-10) — [archive](milestones/v1.0-ROADMAP.md)
- ✅ **v2.0 Business Operations Suite** — Phases 7–10 (shipped 2026-06-13) — [archive](milestones/v2.0-ROADMAP.md)
- ✅ **v2.1 Offer Studio + CRM** — Phases 11–14 parziale (chiuso 2026-06-19, reset → v2.2)
- ✅ **v2.2 Sales Loop** — Phases 18–22 (shipped 2026-06-20) — [archive](milestones/v2.2-ROADMAP.md)
- 📋 **v2.3** — prossima milestone (in definizione)

## Phases

<details>
<summary>✅ v1.0 + v2.0 + v2.1 (Phases 1–17) — SHIPPED / CHIUSE</summary>

Vedi archivi:
- `milestones/v1.0-ROADMAP.md` — Phases 1–6
- `milestones/v2.0-ROADMAP.md` — Phases 7–10
- Phases 11, 12, 14 — Offer Studio + CRM Attio (shipped in prod)
- Phases 13, 15, 16, 17 — congelate/abbandonate/ri-scopate in v2.2

</details>

<details>
<summary>✅ v2.2 Sales Loop (Phases 18–22) — SHIPPED 2026-06-20</summary>

- [x] Phase 18: Cleanup & Consolidamento (3/3 plans) — completed 2026-06-19
- [x] Phase 19: Pipeline CRM Kanban (1/1 plan) — completed 2026-06-19
- [x] Phase 20: Knowledge Base Cliente (3/3 plans) — completed 2026-06-20
- [x] Phase 21: Agente AI — generazione preventivo (1/1 plan) — completed 2026-06-20
- [x] Phase 22: Pagina pubblica preventivo (1/1 plan, PUB-03 deferred) — completed 2026-06-20

Archivio completo: [milestones/v2.2-ROADMAP.md](milestones/v2.2-ROADMAP.md)

</details>

### 📋 v2.3 — Prossima Milestone (in definizione)

Candidati backlog (da formalizzare con `/gsd-new-milestone`):

- [ ] PUB-03 — Invio link preventivo via email Resend
- [ ] PROP-03 — Stripe Payment Link su offerta pubblica
- [ ] PROP-04 — Auto-provisioning cliente/progetto/fasi al "Vinto"
- [ ] AUTH-OTP-01 — Accesso cliente via OTP email (design pronto)
- [ ] Phase 13 — Servizi attivi/ricorrenti post-vendita (congelata, ripescabile)

## Progress

| Phase | Milestone | Plans | Status | Completed |
|-------|-----------|-------|--------|-----------|
| 1–6. Foundation → UX Overhaul | v1.0 | 24/24 | ✅ Done | 2026-06-10 |
| 7–10. Unified Catalog → CRM Pipeline | v2.0 | 12/12 | ✅ Done | 2026-06-13 |
| 11. Catalog Database-View UX | v2.1 | 4/4 | ✅ Done | 2026-06-13 |
| 12. Offer Editor Tier A/B/C | v2.1 | 5/5 | ✅ Done | 2026-06-18 |
| 13. Workspace Servizi Attivi | v2.1 | — | ❌ Congelata | — |
| 14. CRM Attio-style & Fix | v2.1 | 3/3 | ✅ Done | 2026-06-14 |
| 15. Dashboard Revenue Stats | v2.1 | — | ❌ Abbandonata | — |
| 16–17. Proposal AI originale | v2.1 | — | ❌ Ri-scopata in v2.2 | — |
| 18. Cleanup & Consolidamento | v2.2 | 3/3 | ✅ Done | 2026-06-19 |
| 19. Pipeline CRM Kanban | v2.2 | 1/1 | ✅ Done | 2026-06-19 |
| 20. Knowledge Base Cliente | v2.2 | 3/3 | ✅ Done | 2026-06-20 |
| 21. Agente AI Preventivo | v2.2 | 1/1 | ✅ Done | 2026-06-20 |
| 22. Pagina Pubblica + Deck | v2.2 | 1/1 | ✅ Done | 2026-06-20 |
| 23+. v2.3 TBD | v2.3 | TBD | 📋 Planned | — |