Add follow-up status tracking slice

This commit is contained in:
2026-06-05 21:35:55 +02:00
parent 807532a0a4
commit 3f148bcec2
11 changed files with 395 additions and 11 deletions

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@@ -1,9 +1,10 @@
---
id: TASK-15
title: Add follow-up and manual sales status tracking
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 19:30'
labels:
- mvp
- sales
@@ -40,3 +41,9 @@ Add the lightweight CRM layer needed after first contact. The MVP does not parse
4. Add rules to stop follow-ups when manually marked answered or not interested.
5. Add 12-month recheck behavior for Nicht erneut kontaktieren.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
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 TASK-27 note says it is superseded by TASK-13, so this pass will verify the existing PageSpeed-to-audit-generation handoff rather than implement it separately.
<!-- SECTION:NOTES:END -->

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@@ -1,9 +1,10 @@
---
id: TASK-16
title: Orchestrate recurring Convex agent jobs and audit lifecycle
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 19:30'
labels:
- mvp
- convex
@@ -42,3 +43,9 @@ Implement the scheduled and manual background workflow using Convex. The MVP per
4. Add run logs and dashboard-visible status updates.
5. Add audit lifecycle checks for 30-day notification, 60-day deactivation, and reactivation.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Started implementation pass for recurring Convex agent jobs, run locking, logs, and audit lifecycle.
<!-- SECTION:NOTES:END -->

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@@ -1,9 +1,10 @@
---
id: TASK-17
title: Add Rybbit audit analytics dashboard
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 19:30'
labels:
- mvp
- analytics
@@ -40,3 +41,9 @@ Display anonymous analytics for generated public audit pages inside the internal
4. Build campaign-level analytics summaries.
5. Add graceful loading, caching if useful, and error states for API failures.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Started implementation pass for Rybbit public-audit tracking and dashboard analytics surfaces.
<!-- SECTION:NOTES:END -->

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@@ -1,10 +1,10 @@
---
id: TASK-18
title: Add MVP quality gates and operational polish
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:15'
updated_date: '2026-06-03 19:15'
updated_date: '2026-06-05 19:30'
labels:
- mvp
- quality
@@ -43,3 +43,9 @@ Add the final MVP quality layer: German UI consistency, i18n preparation, access
4. Add smoke tests or documented verification flows for critical MVP paths.
5. Document Coolify deployment requirements, env vars, Playwright dependencies, and operational caveats.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Started implementation pass for MVP quality gates, error observability, verification notes, and deployment readiness.
<!-- SECTION:NOTES:END -->

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@@ -1,9 +1,10 @@
---
id: TASK-19
title: Add campaign performance metrics
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:15'
updated_date: '2026-06-05 19:30'
labels:
- mvp
- analytics
@@ -42,3 +43,9 @@ Build the campaign metrics layer that summarizes acquisition progress from Conve
4. Merge Rybbit API-derived audit activity into the visible analytics where available.
5. Add empty/error states and verify metrics update after lead, audit, send, and status changes.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Started implementation pass for campaign performance metrics and filters.
<!-- SECTION:NOTES:END -->

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@@ -1,10 +1,10 @@
---
id: TASK-27
title: Trigger audit generation after PageSpeed audit
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-05 12:10'
updated_date: '2026-06-05 12:12'
updated_date: '2026-06-05 19:30'
labels: []
dependencies: []
priority: high
@@ -29,4 +29,6 @@ Wire the existing AI audit generation queue into the current automated flow so c
<!-- SECTION:NOTES:BEGIN -->
Created accidentally while implementing the PageSpeed-to-audit-generation handoff. Superseded by TASK-13 because the handoff is a prerequisite for the audit/outreach review workspace. Do not implement separately.
Started verification pass. Implementation notes say TASK-27 is superseded by TASK-13, so only regression coverage and existing handoff will be checked.
<!-- SECTION:NOTES:END -->