am-crm

Roadmap & Milestones

Phase 0 – Inception

• Finalize data model v1
• Hosting strategy selection (Vercel + Neon)
• Repo scaffolding

Phase 1 – Identity & Units

• Auth (email magic link)
• User profile base
• Unit CRUD + membership
• Trait assignment (admin)

Phase 2 – Mentorship Basics

• Mentor–mentee linking UI
• Contact logs
• Practice regularity enum & field
• Mentor dashboard

Phase 3 – Initiation & Lessons

• Initiation form
• Lesson progression CRUD & display
• Acarya dashboard

Phase 4 – Telegram Bot MVP

• Bot skeleton & /start linking
• /me /mentees /note commands
• Daily cron skeleton

Phase 5 – Attention Engine

• Rule evaluation
• Attention list surface (web + bot)
• Daily summary message

Phase 6 – Unit Secretary Dashboard

• Aggregated counts
• Unassigned mentees list
• Mentor load visualization

Phase 7 – Hardening

• Audit log
• Metrics baseline
• Privacy review plan

Icebox

See Issues with label future / icebox.

Future Thematic Phases (Conceptual)

These are provisional and will be decomposed into concrete phases once MVP stabilization & adoption metrics are met.

Collective Meditation (DC) Platform

• Weekly DC event entity (unit, time, facilitator, theme)
• Attendance capture (manual UI + bot quick action)
• Automated Saturday announcement generation (text + OG image) & Telegram posting
• Attendance trend reports (per unit, per mentor group)
• Tag integration with Attention Engine (low attendance flag)

Retreats Module

• Retreat CRUD (schedule blocks, capacity) [future]
• Participant registration (non-payment first) [future]
• Payment integration (Stripe or Donorbox) [future]
• Dietary & accommodation data capture [future]
• Post-retreat engagement summary + follow-up reminders [future]

Educational (LMS-lite)

• Course & lesson catalog (markdown) [future]
• Progress tracking + completion timestamps [future]
• Mentor dashboard extension: course gaps [future]
• Content versioning workflow (simple draft/publish) [future]

Finance & Ledger

• Donation entry import (CSV / API) [future]
• Retreat income & expense tagging [future]
• Basic ledger with double-entry or simplified categorized txns (decision pending) [future]
• Budget vs actual per unit / retreat [future]

Communication & Announcement Engine

• Template system (handlebars / React OG image) [future]
• Multi-channel dispatch (Telegram, email) [future]
• Scheduling & idempotent job execution [future]
• Analytics (open / click / engagement) [far-future]

Labels (Proposed)

Label	Meaning
mvp	Required for first usable release
post-mvp	Enhances UX after launch
future	Longer-term idea
question	Needs clarification
blocked	Waiting on dependency
good-first-issue	Low complexity onboarding