Commit graph

2 commits

Author SHA1 Message Date
c24ff23a07 Add CRM to header tabs and update CSS breakpoints
- Add CRM tab to header navigation after tasks
- Add CSS breakpoint at 1350px for CRM tab hiding
- Add app-item breakpoint for CRM in dropdown
- Delete i18n.js (translations moved to botlib .ftl files)
- Update TODO.md with completed phases
2026-01-10 06:59:58 -03:00
d4082b612a Add SMB Suite apps: CRM, Billing, Products, Tickets, Forms
- CRM: Pipeline view with Lead → Opportunity → Account flow (Dynamics nomenclature)
  - Kanban pipeline with stages: Lead, Qualified, Proposal, Negotiation, Won, Lost
  - List views for Leads, Opportunities, Accounts, Contacts
  - Summary stats: Pipeline value, Conversion rate, Avg deal, Won this month

- Billing: Invoices, Payments, Quotes management
  - Summary cards: Pending, Overdue, Paid this month, Revenue
  - Invoice list with status filters (draft, sent, paid, overdue, cancelled)
  - Payments tracking with method filters
  - Quotes with status workflow (draft → sent → accepted/rejected)

- Products: Product & Service catalog
  - Grid and List views with category/status filters
  - Services tab with type filters (hourly, fixed, recurring)
  - Price Lists management with currency support

- Tickets: AI-assisted support cases
  - Case management with priority/category filters
  - AI suggestion banner and auto-suggestions on description
  - List + Detail split view
  - Summary stats: Open, Urgent, Resolved today, AI resolved %

- Forms: Redirect to Tasks with AI prompt
  - Quick example chips for common form types
  - Redirects to Tasks with 'Create a form for me about [topic]'

- Menu: Added all 5 apps to dropdown menu after People
- i18n: Added nav labels in English and Portuguese
2026-01-09 22:41:32 -03:00