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📋 Doctor CRM Development Todo

🚀 Phase 1: Initial Setup

  • Setup Node.js and Express backend
  • Configure environment variables with dotenv
  • Connect to MySQL database
  • Setup Sequelize ORM
  • Setup React frontend with vite.
  • Configure Tailwind CSS with shadcn
  • Install and setup Lucide icons
  • Create basic route placeholders (backend and frontend)

🏗️ Phase 2: Database Schema Implementation

  • Define User and Role models
  • Define Lead and LeadStatus models
  • Define Activity model
  • Define Task model
  • Implement model associations and constraints
  • Create database sync script
  • Add role seeding script (rep, admin)
  • Write model validation tests

🔒 Phase 3: Authentication Flow

  • Backend: Implement JWT authentication routes
  • Backend: Create auth middleware for route protection
  • Frontend: Build login page UI
  • Frontend: Implement authentication state management
  • Frontend: Create protected route wrapper

📊 Phase 4: Dashboard Flow

  • Backend: Create endpoints for dashboard metrics
  • Backend: Implement task listing API
  • Backend: Create lead status aggregation API
  • Frontend: Build layout shell with navbar and sidebar
  • Frontend: Configure Shadcn if not available
  • Frontend: Implement Sales Rep dashboard Using ShadCN
  • Frontend: Create "My Tasks" component
  • Frontend: Create "Leads by Status" chart
  • Frontend: Create "Daily Activities" chart

👥 Phase 5: Lead Management Flow

  • Backend: Implement CRUD API for leads
  • Backend: Create lead status update route with validation rules
  • Backend: Create lead filtering and search API
  • Frontend: Build leads table UI with filtering/searching
  • Frontend: Create lead profile view
  • Frontend: Implement contact info section
  • Frontend: Build status update dropdown with validation
  • Frontend: Create notes section

📝 Phase 6: Activity Logging Flow

  • Backend: Create activity logging API
  • Backend: Implement activity retrieval by lead
  • Frontend: Build activity log tab in lead profile
  • Frontend: Create activity form modal
  • Frontend: Implement activity history display

✅ Phase 7: Task Management Flow

  • Backend: Create task creation and assignment API
  • Backend: Implement task listing and filtering
  • Frontend: Build task form component
  • Frontend: Create task panel in lead profile
  • Frontend: Implement task display on dashboard

🧠 Phase 8: AI Integration Flow

  • Backend: Integrate OpenAI
  • Backend: Implement Deal Coach AI endpoint
  • Backend: Create Customer Persona Builder endpoint
  • Backend: Build Objection Handler endpoint
  • Backend: Develop Win-Loss Explainer endpoint
  • Frontend: Create AI panels in lead profile
  • Frontend: Implement AI response display components
  • Frontend: Add fallback states for AI failures
  • Frontend: Integrate the AI Components in our user flow

👑 Phase 9: Admin Features Flow

  • Backend: Create lead assignment API
  • Backend: Implement reporting endpoints
  • Frontend: Build Sales Admin dashboard
  • Frontend: Create lead assignment controls
  • Frontend: Implement Reports page
  • Frontend: Build conversion funnel chart
  • Frontend: Create "Converted leads by rep" component

🔍 Phase 10: Enhancements & Polish

  • Backend: Add CSV upload support for bulk leads
  • Frontend: Implement CSV upload UI
  • Frontend: Add confirmation modals for destructive actions
  • Frontend: Create toast notifications system
  • Frontend: Add loading skeletons for async content
  • Test end-to-end flows
  • Fix UI issues and polish design