pitchfast/backlog/tasks/task-15 - Add-follow-up-and-manual-sales-status-tracking.md

id, title, status, assignee, created_date, updated_date, labels, dependencies, references, priority, ordinal

id	title	status	assignee	created_date	updated_date	labels	dependencies	references	priority	ordinal
TASK-15	Add follow-up and manual sales status tracking	In Progress		2026-06-03 19:14	2026-06-05 19:49	mvp sales follow-up	TASK-14	PRD.md	medium	15000

Description

Add the lightweight CRM layer needed after first contact. The MVP does not parse inbox replies automatically; Matthias manually marks responses and sales outcomes. Follow-ups are prepared by the agent and sent only after manual approval.

Acceptance Criteria

• #1 After an initial send, a single follow-up draft and suggested due date are created
• #2 Follow-up sending requires manual review and approval, just like the first email
• #3 Manual statuses exist for Antwort erhalten, Kein Interesse, Später wieder melden, Gespräch vereinbart, Angebot angefragt, Angebot gesendet, Auftrag gewonnen, Auftrag verloren, Nicht weiter verfolgen, Follow-up geplant, and Follow-up gesendet
• #4 Marking Antwort erhalten or Kein Interesse stops pending follow-up prompts
• #5 Nicht erneut kontaktieren blocks outreach for 12 months and then reappears only as Erneut prüfen

Implementation Plan

1. Add follow-up fields and due-date logic to Outreach/Lead records.
2. Add manual status controls in lead detail and funnel cards.
3. Add follow-up review/send flow using the same SMTP approval boundaries.
4. Add rules to stop follow-ups when manually marked answered or not interested.
5. Add 12-month recheck behavior for Nicht erneut kontaktieren.

Implementation Notes

Started implementation pass for tasks 15-19 and 27. TASK-27 note says it is superseded by TASK-13, so this pass will verify the existing PageSpeed-to-audit-generation handoff rather than implement it separately.

Implemented and verified follow-up draft creation after send, manual approval boundaries for follow-up records, manual sales status labels/mutation, reply/no-interest suppression, and 12-month do-not-contact recheck visibility. Verification: pnpm test 305/305; pnpm lint 0 errors.