Roadmap & Build Plan
11 phases · 83tasks · Consolidated from CRM review & AI planning sessions
Overall Progress
46%
40
To Do
5
In Progress
38
Done
Link Leads ↔ Quotes by Quote ID
A won lead should show its linked quotes. A quote should show the originating lead.
Link Quotes ↔ Customers (live data)
Selecting a customer on a quote should auto-pull their company, email, and address.
Quote status action buttons
Replace static status badges with action buttons: Send → Mark Accepted → Mark Rejected. Trigger stage changes.
Settings persistence (localStorage)
All Settings fields reset on refresh. Persist to localStorage until a backend is ready.
Mobile responsiveness audit
Sales team uses phones in the field. Test sidebar, funnel, and quote builder on 375px–768px.
PDF export cross-browser test
Test PDF Catalog and Quote PDF on Chrome, Safari, and Edge. Fix any print-layout breaks.
A4 auto-scale PDF print fix
All PDF exports (Quote, Invoice, Receipt, Aging) auto-scale content to fit A4 if line items overflow. Minimum zoom 0.60.
Role-based access enforcement
DONE: lib/rbac.ts (full permission matrix + NAV_VISIBILITY + DataScope). AuthContext + role switcher (demo persona switching). Sidebar nav filtered per role. AccessGuard on Settings + User Management. Funnel data scoped (PS → own leads; Reseller → company leads; Admin → all). PENDING: AccessGuard on Customers, Quotes, Invoices, Products, Communications, Specialists pages.
Empty state screens
Every list page (Customers, Leads, Quotes, Products) needs a proper empty state with a CTA.
Dashboard KPI widgets (live data)
Revenue this month, active leads, quotes sent, conversion rate — all from real CRM data, not mock.
Funnel — Kanban board view
Toggle between list view and Kanban (drag-and-drop cards across stage columns).
Funnel — Expected close date + deal probability
Add fields per lead: expected close date, win probability %. Feed into pipeline value forecast.
Funnel — Post-sale pipeline stages
Add stages after Won: Contracted → In Progress → UAT → Delivered → Closed. Separate view for delivery team.
Quote — revision / version history
When a quote is revised, keep the original. Show revision number (Rev 1, Rev 2) and comparison.
Quote PDF — company logo + branding
Pull logo and accent colour from Settings → Company Profile into the quote PDF header.
Customer — activity timeline
On each customer record: show their leads, quotes, and future invoices in a single timeline.
User onboarding flow
First-login wizard: set company name, upload logo, add first product specialist. Reduce cold-start friction.
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