gb/CRM_PLAN.md

CRM Completion Plan - Status

Completed Tasks ✅

Backend Fixes

1. ✅ /api/crm/campaigns - 500 error → Ran migration 6.2.4-campaigns
2. ✅ /api/crm/lists - 500 error → Migration already applied
3. ✅ /api/crm/templates - 500 error → Migration already applied
4. ✅ /api/editor/* - 403 error → Added RBAC permissions
5. ✅ /api/database/* - Added RBAC permissions
6. ✅ /api/git/* - Added RBAC permissions
7. ✅ /api/ui/crm/deals - Added new endpoint

Database Fixes

• ✅ Fixed migration 6.2.3-crm-deals INSERT statement
• ✅ Added missing columns to crm_deals table

UI Changes

• ✅ CRM UI: Changed "Leads/Opportunities" tabs to "Deals"

Remaining Tasks

Backend

• None - all critical endpoints working

Frontend/UI

• JavaScript duplicate identifier errors (vibe-mcp.js, editor.js, database.js, git.js, browser.js, terminal.js) - These are caused by scripts being loaded via HTMX partials and re-declaring global variables
• 404: /js/vendor/vs/loader.js - Monaco editor loader missing
• 404: /api/ui/sources/mcp - MCP sources endpoint missing

Testing Results

# All endpoints now return proper responses:
curl -s -H "Authorization: Bearer ..." http://localhost:8080/api/crm/campaigns  # ✅ []
curl -s -H "Authorization: Bearer ..." http://localhost:8080/api/crm/lists      # ✅ []
curl -s -H "Authorization: Bearer ..." http://localhost:8080/api/crm/templates # ✅ []
curl -s -H "Authorization: Bearer ..." http://localhost:8080/api/crm/deals    # ✅ []
curl -s -H "Authorization: Bearer ..." http://localhost:8080/api/editor/files   # ✅ {"files":[...]}