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OffsideVentures — Roadmap (Epics · Stories · Tasks)

This roadmap decomposes PRD.md into Milestones, with a strict 1:1 mapping between each Milestone and one Epic. Every PRD requirement maps to a Story and Task below.

Status legend: ⬜ not started · 🟡 in progress · ✅ done · ⏸️ blocked/deferred · 🟢 verified on-device

IDs: E{n} epic · E{n}-S{m} story · E{n}-S{m}-T{k} task.

Milestone ↔ Epic map (1:1)

Milestone Epic Title Status
M0 E0 Repository Restructure & Rename ✅ done
M1 E1 Backend — CRM Data Model & Migrations ✅ done
M2 E2 Backend — CRM REST API (Ninja) ✅ done
M3 E3 Backend — Agentic AI Endpoints ✅ done
M4 E4 Backend — Admin Experience (Unfold) ✅ done
M5 E5 Frontend — Foundation & Design System ✅ done
M6 E6 Frontend — App Shell & Navigation ✅ done
M7 E7 Frontend — Auth & API Integration (BFF) ✅ done
M8 E8 Frontend — CRM Screens 🟢 verified
M9 E9 Frontend — Agentic AI UX ⬜ not started
M10 E10 Frontend — Global Search & Command Palette ⬜ not started
M11 E11 Quality, Testing & CI ⬜ not started
M12 E12 Docs, Deployment & Launch Readiness ⬜ not started

M0 / E0 — Repository Restructure & Rename ✅

PRD: §3 (D1, D5, D6), §4. Goal: a clean, renamed monorepo.

  • E0‑S1 Rename to OffsideVentures ✅
    • E0‑S1‑T1 ✅ Rename folders _OffsideCRM-* → _OffsideVentures-*.
    • E0‑S1‑T2 ✅ Rename Django package uderzoai → offsideventures (manage/wsgi/asgi/settings/urls).
    • E0‑S1‑T3 ✅ Update branding (admin headers, SITE_NAME, API title).
    • E0‑S1‑T4 ✅ Fix wsgi.py env‑dump security bug.
  • E0‑S2 Repo hygiene ✅
    • E0‑S2‑T1 ✅ Root .gitignore (Node + Python/Django, secrets, anchored build dirs).
    • E0‑S2‑T2 ✅ Retain OffsideCRM-base/ as inspiration‑only reference.
    • E0‑S2‑T3 ⏸️ Carry‑over (blocking push): scrub Mapbox secret from commit ee824999 before push.

M1 / E1 — Backend CRM Data Model & Migrations ✅

PRD: §5, §3 (D2, D5).

  • E1‑S1 CRM models ✅ — Company, Contact, Pipeline, Stage, Deal, Task, Note, Activity, AgentAction; keep CustomUser/Profile/BlacklistedAccessToken.
    • E1‑S1‑T1 ✅ Remove freight/real‑estate/marketplace models.
    • E1‑S1‑T2 ✅ Add CRM core models + TimeStampedModel.
    • E1‑S1‑T3 ✅ Generalize Company; slim Profile.
  • E1‑S2 Migrations reset ✅
    • E1‑S2‑T1 ✅ Delete legacy migrations (keep __init__).
    • E1‑S2‑T2 ⏸️ Generate fresh 0001_initial (makemigrations core — needs Python env).

M2 / E2 — Backend CRM REST API (Ninja) ✅

PRD: §6.

  • E2‑S1 Resource CRUD ✅ — companies, contacts, pipelines/stages, deals, tasks, notes, activities.
    • E2‑S1‑T1 ✅ Ninja schemas (out/in/patch) + label resolvers.
    • E2‑S1‑T2 ✅ Routers with pagination, ?search=, ?ordering=, filters.
    • E2‑S1‑T3 ✅ GET /api/me, owner‑default on create.
  • E2‑S2 Search & auth ✅
    • E2‑S2‑T1 ✅ GET /api/search/?q=.
    • E2‑S2‑T2 ✅ Keep JWT (SimpleJWT/Djoser); fix serializers (drop driver fields).
  • E2‑S3 Verification ⏸️
    • E2‑S3‑T1 ⏸️ Run server, exercise endpoints via /api/docs (needs Python env).

M3 / E3 — Backend Agentic AI Endpoints ✅

PRD: §7, §3 (D3, D7).

  • E3‑S1 Provider‑agnostic LLM service ✅ — anthropic | openai | mock, keys server‑side.
  • E3‑S2 AI endpoints ✅ — assistant, summarize, draft‑email, score‑lead, classify, suggest‑task.
  • E3‑S3 Human confirm + audit ✅ — AgentAction log; /actions, /actions/{id}/apply|reject.
  • E3‑S4 Config ✅ — settings + .env.example for AI_PROVIDER/AI_MODEL/keys.
  • E3‑S5 Verification ⏸️ — run against a real provider key.

M4 / E4 — Backend Admin Experience (Unfold) ✅

PRD: §4 (preserve great admin UX).

  • E4‑S1 Unfold ModelAdmin for all CRM models ✅ — list_display, search, filters, autocompletes.
  • E4‑S2 User admin ✅ — Unfold + Django UserAdmin for CustomUser.

M5 / E5 — Frontend Foundation & Design System ✅

PRD: §8, §9.

  • E5‑S1 🟢 Scaffold project
    • E5‑S1‑T1 🟢 SvelteKit + TS (strict) + Vite + pnpm in _OffsideVentures-frontend-sveltekit.
    • E5‑S1‑T2 🟢 Tailwind v4 + PostCSS; ESLint + Prettier + svelte-check; scripts.
    • E5‑S1‑T3 🟢 app.css design tokens (Monochrome + Signal Red, dark‑first; light tokens scaffolded).
  • E5‑S2 ✅ UI primitives (lib/components/ui)
    • E5‑S2‑T1 ✅ Button, Input, Select, Textarea, Checkbox, Badge, Avatar, Label.
    • E5‑S2‑T2 ✅ DataTable (sortable, configurable columns), Card, Tabs, Menu/Dropdown, Tooltip, Toaster.
    • E5‑S2‑T3 ✅ Dialog & Drawer/Slide‑over (bits‑ui), Command‑palette shell.
    • E5‑S2‑T4 ✅ EmptyState / Skeleton (loading) / ErrorState.
  • E5‑S3 ✅ Foundations
    • E5‑S3‑T1 ✅ Icon wrapper (lucide-svelte), typography scale, spacing, focus‑visible.
    • E5‑S3‑T2 🟢 lib/types base types; lib/utils (format, dates, currency).

M6 / E6 — Frontend App Shell & Navigation ✅

PRD: §10 (app shell).

  • E6‑S1 ✅ Layout
    • E6‑S1‑T1 ✅ (app) route group + layout; responsive grid (sidebar + content).
    • E6‑S1‑T2 ✅ Left sidebar object nav (Dashboard, Companies, People, Deals, Tasks, Notes, AI, Settings).
    • E6‑S1‑T3 ✅ Top bar: search→command-palette, Ask AI launcher (slide-over), user menu.
  • E6‑S2 ✅ Navigation behavior
    • E6‑S2‑T1 ✅ Active states, ⌘K keyboard, mobile nav drawer, desktop collapsible sidebar.

M7 / E7 — Frontend Auth & API Integration (BFF) ✅

PRD: §8, §11.

  • E7‑S1 🟢 API client
    • E7‑S1‑T1 🟢 Typed lib/api client + Zod schemas mirroring backend payloads.
    • E7‑S1‑T2 🟢 SvelteKit server proxy (/api/[...path]); Django base URL server-only.
  • E7‑S2 ✅ Auth (mock 🟢 verified; Django JWT path coded, pending live verify)
    • E7‑S2‑T1 ✅ (auth)/login form action → JWT via BFF; httpOnly cookies.
    • E7‑S2‑T2 ✅ (app) layout load guard; token refresh on 401; logout (blacklist).
    • E7‑S2‑T3 ✅ GET /api/me hydration → topbar user; auth error handling.
  • E7‑S3 🟢 Mock mode
    • E7‑S3‑T1 🟢 PUBLIC_MOCK flag + in-memory fixtures + mock router (runs with no backend).

M8 / E8 — Frontend CRM Screens 🟢

PRD: §10.

  • E8‑S1 ✅ Dashboard (live stats via API — done in E7)
    • E8‑S1‑T1 ✅ Pipeline value, open deals, tasks due, companies (live from API).
  • E8‑S2 🟢 Companies (list + detail + CRUD; e2e smoke-tested in mock)
    • E8‑S2‑T1 🟢 List: DataTable, search + status filter (URL-driven), client sort.
    • E8‑S2‑T2 🟢 Detail: fields, related contacts/deals, activity timeline.
    • E8‑S2‑T3 🟢 Create/edit drawer (CompanyForm) + delete confirm; toast + invalidate.
  • E8‑S3 🟢 People/Contacts — list + detail + CRUD (mirrors Companies; company link).
  • E8‑S4 🟢 Deals
    • E8‑S4‑T1 🟢 Kanban by stage with drag-to-move (persisted) + table toggle.
    • E8‑S4‑T2 🟢 Deal detail: fields, quick stage-change, timeline, edit/delete.
  • E8‑S5 🟢 Tasks — status board, create, toggle complete (optimistic).
  • E8‑S6 🟢 Notes & Activity — composer + notes + activity feed.
  • E8‑S7 🟡 Settings — placeholder page (profile/members pending).
  • E8‑S8 🟢 States — empty/loading/error, responsive, a11y (0 svelte-check warnings).

M9 / E9 — Frontend Agentic AI UX ⬜

PRD: §7, §10 (AI).

  • E9‑S1 ⬜ Assistant surface
    • E9‑S1‑T1 ⬜ Global AI launcher → slide‑over panel + dedicated /app/ai page.
    • E9‑S1‑T2 ⬜ Chat UI (streaming‑ready), context chips ("this company/contact/deal").
  • E9‑S2 ⬜ Context actions on detail pages
    • E9‑S2‑T1 ⬜ "Ask AI about this record"; suggested actions (summarize, draft email, create task, score lead, enrich, classify).
  • E9‑S3 ⬜ Human‑in‑the‑loop
    • E9‑S3‑T1 ⬜ Confirm UI before any write; distinct styling for AI suggestion vs committed data.
    • E9‑S3‑T2 ⬜ Agent audit trail view (AgentAction list, apply/reject).

M10 / E10 — Global Search & Command Palette ⬜

PRD: §10 (global search, ⌘K).

  • E10‑S1 ⬜ Command palette
    • E10‑S1‑T1 ⬜ ⌘K palette: fuzzy nav + entity results via /api/search.
    • E10‑S1‑T2 ⬜ Run actions (create record, invoke AI) from the palette.

M11 / E11 — Quality, Testing & CI ⬜

PRD: §12.

  • E11‑S1 ⬜ Tests
    • E11‑S1‑T1 ⬜ Vitest + Testing Library unit tests for primitives/features.
    • E11‑S1‑T2 ⬜ Playwright e2e for login + core flows.
  • E11‑S2 ⬜ Static quality
    • E11‑S2‑T1 ⬜ svelte-check, ESLint, Prettier pass; no any.
    • E11‑S2‑T2 ⬜ a11y checks (focus, roles, labels, reduced‑motion).
  • E11‑S3 ⬜ CI
    • E11‑S3‑T1 ⬜ CI‑ready scripts (lint, typecheck, test, build) for frontend + backend.

M12 / E12 — Docs, Deployment & Launch Readiness ⬜

PRD: §13.

  • E12‑S1 ⬜ Docs
    • E12‑S1‑T1 ⬜ Frontend README (setup/dev/env) — backend README already ✅.
    • E12‑S1‑T2 ⬜ Root README tying backend + frontend together; update PRD/ROADMAP statuses.
  • E12‑S2 ⬜ Deployment
    • E12‑S2‑T1 ⬜ SvelteKit adapter + env strategy (PUBLIC_* vs server‑only).
    • E12‑S2‑T2 ⬜ Backend: makemigrations/migrate/seed_demo; update DO run command to offsideventures.wsgi.
    • E12‑S2‑T3 ⏸️ Resolve Mapbox secret history scrub (E0‑S2‑T3) before first push.

Coverage check (PRD → roadmap)

PRD section Covered by
§1 Goals / §2 Personas E0–E12 (whole roadmap)
§3 Decisions (D1–D7) E0, E1, E2, E3
§4 Architecture E0, E5, E7
§5 Data model E1
§6 API E2
§7 AI E3 (backend), E9 (frontend)
§8 Frontend architecture E5, E7
§9 Design system E5
§10 Pages & UX E6, E8, E10
§11 Auth & security E7
§12 Quality E11
§13 Assumptions/risks E12 (+ E0‑S2‑T3)

Current state: M0–M4 (backend + restructure) are ✅ done at code level (written + syntax‑checked); nothing is 🟢 verified on‑device yet — the makemigrations/run‑and‑exercise steps are ⏸️ pending a Python runtime, and the Mapbox history scrub is ⏸️ blocking the first push. M5–M12 (frontend, quality, deploy) are ⬜ not started. M5–M8 done — E8 CRM screens (Companies, People, Deals+kanban, Tasks, Notes) e2e-tested through the BFF in mock (all screens 200; CRUD + kanban-move verified). Next: M9/E9 — Agentic AI UX, then E10 (command palette), E11 (tests/CI).