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- 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>
74 lines
2.8 KiB
Markdown
74 lines
2.8 KiB
Markdown
# Requirements Archive — v2.2 Sales Loop
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**Archived:** 2026-06-20
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**Milestone:** v2.2 Sales Loop (Phases 18–22)
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**Outcome:** 10/11 requirements Complete · 1 deferred (PUB-03 email Resend)
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---
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## v2.2 — Sales Loop Requirements
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### Cleanup & Consolidamento (Phase 18 / R1)
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| ID | Requirement | Outcome |
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|----|-------------|---------|
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| CLEAN-01 | Pagina Forecast + voce sidebar rimossa | ✅ Complete — Phase 18-01 |
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| CLEAN-02 | Quote builder manuale rimosso | ✅ Complete — Phase 18-01 |
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| CLEAN-03 | Analytics fusa nella Dashboard, rotta duplicata eliminata | ✅ Complete — Phase 18-02 |
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| CLEAN-04 | Fasi v2.1 residue archiviate nel planning | ✅ Complete — Phase 18-03 |
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### Pipeline CRM Kanban (Phase 19 / R2)
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| ID | Requirement | Outcome |
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|----|-------------|---------|
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| PIPE-01 | Board Kanban Pipedrive-style con drag-drop tra stage | ✅ Complete — Phase 19-01 |
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| PIPE-02 | Vinto/Perso come cambio-colonna manuale | ✅ Complete — Phase 19-01 |
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### Knowledge Base Cliente (Phase 20 / R3)
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| ID | Requirement | Outcome |
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|----|-------------|---------|
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| KB-01 | Schema additivo `client_transcripts` con migration a prod | ✅ Complete — Phase 20-01/02 |
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| KB-02 | UI incolla/elenca transcript nel dettaglio lead | ✅ Complete — Phase 20-03 |
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### Agente AI — Generazione Preventivo (Phase 21 / R4)
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| ID | Requirement | Outcome |
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|----|-------------|---------|
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| AI-01 | Admin seleziona cliente+offerta; AI legge transcript+offerta → bozza | ✅ Complete — Phase 21-01 |
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| AI-02 | Admin rivede ed edita la bozza prima di pubblicare | ✅ Complete — Phase 21-01 |
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### Pagina Pubblica Preventivo (Phase 22 / R5)
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| ID | Requirement | Outcome |
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|----|-------------|---------|
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| PUB-01 | Pagina pubblica `/preventivo/[slug]` — deck 20+ slide | ✅ Complete — Phase 22-01 |
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| PUB-02 | Cliente accetta/rifiuta; esito riflesso nel DB | ✅ Complete — Phase 22-01 |
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| PUB-03 | Invio link via email Resend | ❌ Not implemented — deferred to v2.3 backlog |
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---
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## Backlog Portato Avanti
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| ID | Requirement | Stato |
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|----|-------------|-------|
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| PUB-03 | Email Resend invio link preventivo | Deferred → v2.3 |
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| PROP-03 | Stripe Payment Link su offerta | Backlog (post-R5 originale) |
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| PROP-04 | Auto-provisioning al "Vinto" | Backlog (post-R5 originale) |
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| AUTH-OTP-01 | Accesso cliente via OTP email | Design pronto, deferred |
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| OFFER-12 | Import CSV/Notion one-shot | Rimandato 2026-06-14 |
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---
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## Requirements Non-v2.2 (Storico)
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*I requirements di v1.0 e v2.0/v2.1 sono archiviati in:*
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- `.planning/milestones/v1.0-REQUIREMENTS.md`
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- `.planning/milestones/v2.0-REQUIREMENTS.md`
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*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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---
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*Archived: 2026-06-20 at v2.2 milestone close*
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