SoConnective — Documentation

Updated: 2026-06-12. Source of truth for project status. States: ⬜ todo · 🔵 in progress · 🟡 in gate · ✅ done (gate PASS) · ⛔ blocked

Phase roadmap

graph TD
    P0[Phase 0 · Foundation ✅] --> P1[Phase 1 · CRM core ✅]
    P1 --> P15[Phase 1.5 · Polish 🔵]
    P1 --> P3[Phase 3 · Native automation ✅]
    P3 --> P2[Phase 2 · Conversations ⬜]
    P2 --> P4[Phase 4 · AI agents ⬜]
    P4 --> P5[Phase 5 · Delivery + portal ⬜]
    P5 --> P6[Phase 6 · Billing + reporting + launch ⬜]

Tasks

ID	Task	Phase	Depends	State	Acceptance
T-001	VPS + Coolify + Traefik + Forgejo	0	—	✅	Domains with TLS, deploy on push
T-002	Postgres + forced RLS + packages/db	0	T-001	✅	Tenant isolation proven by test
T-003	Payload backend + multi-tenant	0	T-002	✅	Collections, schema `payload`, 403 unauth
T-004	Auth: login/guard/7d session	0	T-003	✅	Login→cookie; expiry→login; no loops
T-005	Core collections + Notion migration	0	T-003	✅	Companies/Contacts/Deals/Services/Activities/Identities
T-006	CI/deploy + Syntax docs	0	T-001	✅	Docs auto-regenerate; deploy on push
T-010	CRM shell + brand + nav	1	T-005	✅	Shadcn UI Kit, locked brand
T-011	CRUD Companies/Contacts/Deals/Services	1	T-010	✅	Create/edit/delete with tenant
T-012	360 views + writable timeline	1	T-011	✅	Contact/deal detail + Log activity + auto-log
T-013	Deal pro: contact-anchor + owner + pipeline	1	T-011	✅	Derived read-only company; owner; pipeline
T-014	Tasks: object + UI + 360 card	1	T-011	✅	Create/assign/complete from card + global view
T-015	Multiple pipelines (board filter)	1	T-013	✅	All/Sales/Onboarding/Renewal with counts
T-016	Command palette (Cmd+K) + global search	1	T-010	✅	Keyboard create/navigate/search
T-017	List power: filters + bulk + pagination	1	T-016	🔵	Faceted filters + bulk delete + page size done; saved views + inline edit deferred (T-017b)
T-018	Appointments + 360 card	1	T-014	✅	Scheduling tied to deal/contact; global view
T-019	Dashboard with real KPIs	1	T-014	✅	Win rate, customers, pipeline, leads, tasks all live
T-1P	Phase 1.5 polish batch	1.5	T-019	🔵	Owner-default, denser forms, 360 relayout, services on deals, w-full selects, scrollable timeline, richer services. Deferred: calendar view, bulk appointments, configurable pipelines, T-017b
T-030	Native automation engine	3	T-014	✅	Triggers→actions, runs log, wired to hooks, gate PASS
T-031	Automation: more triggers/actions, time-based, conditions	3	T-030	⬜	Scheduled triggers, branch/delay, send-message action
T-020	Identities graph (cross-channel)	2	T-012	⬜	Person↔channel resolution
T-021	Native omnichannel inbox	2	T-020	⬜	Threads + context + templates
T-040	AI agents + ask-your-CRM	4	T-030	⬜	NL over data + supervised agents
T-050	Projects/engagements + client portal	5	T-013	⬜	On win → project; portal
T-060	Line items + Stripe + MRR	6	T-011	⬜	Invoices, subscriptions, MRR
TX-2	Transactional email	X	T-004	⬜	Provider + verified domain (blocks external users)
TX-3	Legal/GDPR	X	T-011	⬜	ToS/Privacy, consent, export/delete
TX-4	Observability + tested backups	X	T-006	⬜	Sentry, alerts, restore tested

Completeness-checklist verdicts (INIT Pass 1)

Identity/access ✅ (verification/2FA → FASE X) · Tenancy ✅ (invites/transfer → Phase 6) · Billing → Phase 6 (N/A now) · Core domain ✅ (saved views/inline edit → T-017b) · Onboarding → Phase 1.5 · Email → TX-2 (blocking for external users) · Admin → audit_log ✅, support panel TX-1 · Legal → TX-3 · Frontend ✅ (a11y per gate) · Backend ✅ (schema by migrations, ADR 0007) · Observability → TX-4 (backups untested) · CI/CD → deploy on push ✅ (no staging yet) · Launch → Phase 6.

Open risks

Risk	Mitigation	Owner
No staging (deploy straight to prod)	Add Coolify staging env	PM
Backups not restore-tested	TX-4	PM
No transactional email	TX-2 before external users	PM
Automation runs in the originating transaction (sync)	Move to a queue/worker in T-031	Backend