am-crm

User Stories (Detailed)

Status tags: [MVP], [POST-MVP], [FUTURE].

Seeker / New Margii

• [MVP] Register via web or Telegram and create minimal profile.
• [MVP] View assigned mentor & acarya contacts.
• [MVP] See received lessons and next step explanation.
• [POST-MVP] Browse curated educational resources.
• [FUTURE] Request initiation via digital form.

Mentor

• [MVP] View mentee list with indicators (last contact, practice, lessons, flags).
• [MVP] Log contact (web/Telegram) in <30s.
• [MVP] Reminders for inactivity gaps.
• [MVP] Invite new person (email/Telegram code).
• [POST-MVP] Set follow-up date.
• [FUTURE] Bulk messaging.

Unit Secretary

• [MVP] View unit metrics (counts, unassigned mentees).
• [POST-MVP] DC attendance % (manual entry).
• [POST-MVP] Mentor load distribution.
• [FUTURE] Predictive attention model.

Acarya

• [MVP] Record initiation events.
• [MVP] Update lesson progression.
• [MVP] View initiated margiis with status.
• [POST-MVP] Attention dashboard.
• [FUTURE] Visit planning assistance.

Administrator

• [MVP] Assign/remove traits & roles (audited).
• [MVP] Create units & set unit secretary.
• [POST-MVP] Soft delete / anonymize.
• [FUTURE] Data export self-service.

Cross-Cutting / Communication

• [MVP] Link Telegram account.
• [MVP] Bot commands: /start /me /mentees /note.
• [POST-MVP] Daily attention summary push.
• [FUTURE] Proactive mentee check-ins.

Educational Platform (Future)

• [FUTURE] Course catalog integration.
• [FUTURE] Completion tracking.
• [FUTURE] Mentor view on course progress.

Analytics & Metrics (Future)

• [FUTURE] Engagement trends.
• [FUTURE] Cohort analysis.

Collective Meditation / DC (Future)

• [FUTURE] As a secretary, I create a weekly DC event template for my unit.
• [FUTURE] As a participant, I get a Saturday announcement with time & theme.
• [FUTURE] As a mentor, I view aggregate DC attendance for my mentees.
• [FUTURE] As the system, I generate a branded announcement image automatically.

Retreats (Future)

• [FUTURE] As an attendee, I register for a retreat with basic contact & dietary info.
• [FUTURE] As an organizer, I export a participant roster.
• [FUTURE] As finance steward, I see retreat income vs expenses summary.

Finance (Future)

• [FUTURE] As a unit secretary, I record a donation tagged to my unit.
• [FUTURE] As finance steward, I categorize an expense and attach it to a retreat.
• [FUTURE] As an admin, I view monthly inflow/outflow dashboard.

Announcement Engine (Future)

• [FUTURE] As the system, I schedule a DC announcement every Saturday.
• [FUTURE] As a content editor, I update the announcement template without code deploy.
• [FUTURE] As an admin, I trigger a re-send if announcement failed.