# Refactoring Progress & Plan

## ✅ Completed Tasks (v6.2.5)

### CRM v2.5 Implementation
- **Migration 6.2.5**: Added `department_id` to `crm_deals`, SLA tables
- **Schema**: Added `attendance_sla_policies` and `attendance_sla_events` tables
- **Structs**: Added `department_id` to `CrmDeal`, updated `ListQuery` with filters
- **API**: Department filtering on `list_leads` and `list_opportunities`
- **SLA Module**: Created `attendance/sla.rs` with breach detection background task
- **Tests**: Unit tests for CRM and SLA modules
- **Documentation**: Updated `sales-pipeline.md` with new stages and department filtering
- **Consolidation**: Merged `crm-marketing.md`, `crm-sales.md`, `crm-service.md` → `crm.md`

### Previous Fixes
- WhatsApp Adapter Error Handling
- Third-Party Config Robustness  
- BASIC Script Preprocessing

## ❌ Pending (Full Implementation)

1. **Unified `/api/crm/deals` routes** - Add CRUD handlers
2. **Marketing campaign execution** - `send_campaign` in triggers.rs
3. **Marketing dynamic lists refresh** - Query-based list resolution
4. **Email tracking endpoints** - Open/click pixel tracking
5. **Marketing AI content generation** - LLM prompt integration
6. **Attendance skills-based routing** - Filter by attendant preferences
7. **Attendance webhooks** - HMAC-signed POST events
8. **Attendance kanban endpoint** - Sessions grouped by status
9. **WhatsApp attendant commands** - /queue, /take, /tips, etc.

## 📋 Current Status

- `cargo check -p botserver`: ✅
- `cargo clippy -p botserver`: ✅ (0 warnings)
- Migration ready: ✅

See `prompts/crm.md` for detailed implementation guide.