gb/prompts/PLAN.md

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.