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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>
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Roadmap: ClientHub
Milestones
- ✅ v1.0 Client Portal & Offer System — Phases 1–6 (shipped 2026-06-10) — archive
- ✅ v2.0 Business Operations Suite — Phases 7–10 (shipped 2026-06-13) — archive
- ✅ 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
- 📋 v2.3 — prossima milestone (in definizione)
Phases
✅ v1.0 + v2.0 + v2.1 (Phases 1–17) — SHIPPED / CHIUSE
Vedi archivi:
milestones/v1.0-ROADMAP.md— Phases 1–6milestones/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
✅ v2.2 Sales Loop (Phases 18–22) — SHIPPED 2026-06-20
- Phase 18: Cleanup & Consolidamento (3/3 plans) — completed 2026-06-19
- Phase 19: Pipeline CRM Kanban (1/1 plan) — completed 2026-06-19
- Phase 20: Knowledge Base Cliente (3/3 plans) — completed 2026-06-20
- Phase 21: Agente AI — generazione preventivo (1/1 plan) — completed 2026-06-20
- Phase 22: Pagina pubblica preventivo (1/1 plan, PUB-03 deferred) — completed 2026-06-20
Archivio completo: milestones/v2.2-ROADMAP.md
📋 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 | — |