38 lines
1.6 KiB
Markdown
38 lines
1.6 KiB
Markdown
# Refactoring Progress & Plan
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## ✅ Completed Tasks (v6.2.5)
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### CRM v2.5 Implementation
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- **Migration 6.2.5**: Added `department_id` to `crm_deals`, SLA tables
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- **Schema**: Added `attendance_sla_policies` and `attendance_sla_events` tables
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- **Structs**: Added `department_id` to `CrmDeal`, updated `ListQuery` with filters
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- **API**: Department filtering on `list_leads` and `list_opportunities`
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- **SLA Module**: Created `attendance/sla.rs` with breach detection background task
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- **Tests**: Unit tests for CRM and SLA modules
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- **Documentation**: Updated `sales-pipeline.md` with new stages and department filtering
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- **Consolidation**: Merged `crm-marketing.md`, `crm-sales.md`, `crm-service.md` → `crm.md`
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### Previous Fixes
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- WhatsApp Adapter Error Handling
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- Third-Party Config Robustness
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- BASIC Script Preprocessing
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## ❌ Pending (Full Implementation)
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1. **Unified `/api/crm/deals` routes** - Add CRUD handlers
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2. **Marketing campaign execution** - `send_campaign` in triggers.rs
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3. **Marketing dynamic lists refresh** - Query-based list resolution
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4. **Email tracking endpoints** - Open/click pixel tracking
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5. **Marketing AI content generation** - LLM prompt integration
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6. **Attendance skills-based routing** - Filter by attendant preferences
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7. **Attendance webhooks** - HMAC-signed POST events
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8. **Attendance kanban endpoint** - Sessions grouped by status
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9. **WhatsApp attendant commands** - /queue, /take, /tips, etc.
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## 📋 Current Status
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- `cargo check -p botserver`: ✅
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- `cargo clippy -p botserver`: ✅ (0 warnings)
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- Migration ready: ✅
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See `prompts/crm.md` for detailed implementation guide.
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