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simone fb1ef95c96 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>

2026-06-20 18:31:08 +02:00

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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)

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

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

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".

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

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