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CRM Implementation Tracker

Detailed Task Breakdown with Progress​

Project Status​

  • Start Date: October 11, 2025
  • Target MVP: Week 9
  • Current Phase: Planning
  • Overall Progress: █░░░░░░░░░ 10%

Phase 1: Foundation & Core Infrastructure (Weeks 1-3)​

Week 1: Database Schema & Core Models​

Status: 🟡 In Planning | Progress: █░░░░░░░░░ 0%

Database Design​

  • Create ERD diagram for CRM schema
  • Write PostgreSQL schema migrations
    • contacts table with all fields
    • relationships table for social graph
    • communications table for tracking
    • viral_actions table for gamification
    • user_credits table
    • enrichment_cache table
  • Create indexes for performance
    • Full-text search index on contacts
    • Composite index for user_id + email
    • Graph traversal indexes
  • Set up database connection pooling
  • Configure read replicas

Core Rust Models​

  • Create Contact struct with serialization
  • Create Relationship model
  • Create Communication model
  • Create ViralAction model
  • Create UserCredits model
  • Implement model validations
  • Add model unit tests

Redis Setup​

  • Configure Redis connection
  • Design cache key structure
  • Implement cache service trait
  • Create cache invalidation logic
  • Add cache warming strategies

Week 2: Contact Service Implementation​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

CRUD Operations​

  • POST /contacts - Create contact
    • Input validation
    • Duplicate detection
    • Event publishing
    • Cache update
  • GET /contacts - List contacts
    • Pagination implementation
    • Filtering by tags
    • Sorting options
    • Field selection
  • GET /contacts/:id - Get single contact
    • Include relationships
    • Include communications
    • Activity timeline
  • PUT /contacts/:id - Update contact
    • Partial updates
    • Version control
    • Audit logging
  • DELETE /contacts/:id - Soft delete
    • Archive instead of delete
    • Cascade handling
    • GDPR compliance

Import System​

  • CSV import endpoint
    • File upload handling
    • CSV parsing
    • Validation
    • Progress tracking
    • Error reporting
  • vCard import
    • vCard parser
    • Field mapping
    • Batch processing
  • LinkedIn import (OAuth)
    • OAuth integration
    • Profile scraping
    • Connection import
  • Import job queue
    • Background processing
    • Progress notifications
    • Failure handling

Search Implementation​

  • Full-text search setup
    • PostgreSQL FTS config
    • Search query parser
    • Relevance ranking
  • Advanced filters
    • Tag filtering
    • Date range filters
    • Custom field filters
    • Relationship filters
  • Saved searches
    • Store search queries
    • Search subscriptions
    • Alert notifications

Week 3: QR Code Integration​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

QR-CRM Bridge Service​

  • Create bridge service structure
  • QR scan to contact converter
    • vCard parsing
    • Field mapping
    • Enrichment trigger
  • Contact to QR generator
    • vCard generation
    • QR code creation
    • Short URL generation
  • Bi-directional sync
    • QR updates → CRM
    • CRM updates → QR
    • Conflict resolution

Analytics Integration​

  • Track QR scan events
    • Scan location
    • Device info
    • Time tracking
  • Link scans to contacts
  • Create scan timeline
  • Generate QR performance reports
  • ROI calculation for QR campaigns

Phase 2: Enrichment & Intelligence (Weeks 4-6)​

Week 4: AI-Powered Enrichment​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

Provider Integrations​

  • Clearbit integration
    • API client setup
    • Rate limiting
    • Error handling
    • Response parsing
  • FullContact integration
    • OAuth setup
    • API implementation
    • Data mapping
  • Hunter.io integration
    • Email verification
    • Domain search
    • Bulk operations
  • Custom scrapers
    • LinkedIn scraper
    • Twitter scraper
    • Company website parser

Enrichment Orchestrator​

  • Queue system setup
    • Pub/Sub configuration
    • Priority queuing
    • Retry logic
  • Credit management
    • Balance checking
    • Credit deduction
    • Credit rewards
    • Usage tracking
  • Caching layer
    • 7-day TTL cache
    • Cache warming
    • Invalidation rules
  • Data merging logic
    • Conflict resolution
    • Confidence scoring
    • Source tracking

Week 5: Social Graph Engine​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

Graph Algorithms​

  • Shortest path implementation
    • Dijkstra's algorithm
    • Path caching
    • Multiple path options
  • Influence scoring
    • PageRank adaptation
    • Centrality measures
    • Network effects
  • Community detection
    • Clustering algorithm
    • Group identification
    • Industry clusters
  • Relationship strength
    • Interaction frequency
    • Communication analysis
    • Decay functions

Graph API​

  • GET /graph/network/:id
  • GET /graph/path?from=&to=
  • GET /graph/influence/:id
  • POST /graph/introduce
  • GET /graph/communities

Week 6: Communication Hub​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

Email Integration​

  • Gmail API integration
    • OAuth flow
    • Email sync
    • Thread tracking
  • Outlook integration
    • API setup
    • Calendar sync
    • Contact sync
  • SMTP tracking
    • Open tracking
    • Click tracking
    • Reply detection

Communication Features​

  • Unified inbox API
  • Message threading
  • Sentiment analysis
  • Response time tracking
  • Communication patterns
  • Smart reminders
    • AI-powered suggestions
    • Follow-up detection
    • Birthday reminders

Phase 3: Viral Mechanics & Frontend (Weeks 7-9)​

Week 7: Viral Growth Engine​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

Credit System​

  • Credit balance management
  • Credit earning rules
    • Import rewards (10/contact)
    • Enrichment rewards (5/verification)
    • Referral rewards (50/signup)
    • QR scan rewards (2/scan)
  • Credit spending rules
    • Enrichment costs
    • Premium features
    • Export costs
  • Credit history tracking
  • Credit analytics

Gamification​

  • XP system design
  • Achievement badges
    • Network size milestones
    • Import achievements
    • Engagement streaks
  • Leaderboards
    • Weekly/monthly
    • Team leaderboards
    • Opt-in privacy
  • Level progression
  • Reward unlocking

Viral Analytics​

  • K-factor calculation
  • Viral cycle tracking
  • Referral attribution
  • Growth metrics dashboard
  • A/B testing framework

Week 8: Frontend Development​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

Contact Management UI​

  • Contact list view
    • Table component
    • Card view option
    • Infinite scroll
  • Contact detail view
    • Timeline component
    • Relationship graph
    • Communication history
  • Contact editor
    • Form validation
    • Custom fields
    • Tag management
  • Bulk operations UI
    • Multi-select
    • Bulk actions
    • Progress indicators

Import/Export UI​

  • Import wizard
    • File upload
    • Field mapping
    • Preview
    • Error handling
  • Export interface
    • Format selection
    • Field selection
    • Download manager

Search & Filter UI​

  • Search bar component
  • Advanced filter panel
  • Saved search management
  • Search results view

Week 9: Integration Testing & QA​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

API Testing​

  • Unit test coverage >90%
  • Integration test suite
  • Load testing with k6
  • API documentation
  • Postman collection
  • TypeScript SDK

Security Audit​

  • Authentication testing
  • Authorization checks
  • SQL injection tests
  • XSS prevention
  • Rate limiting tests
  • Data encryption verification

Phase 4: Advanced Features & Launch (Weeks 10-12)​

Week 10: Professional Networking​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

Public Profiles​

  • Profile page design
  • SEO optimization
  • Privacy controls
  • Custom URLs
  • Profile completeness

Skills & Endorsements​

  • Skill taxonomy
  • Endorsement system
  • Verification badges
  • Skill search

Week 11: Analytics & Insights​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

  • Analytics dashboard
  • Custom reports
  • Data export API
  • Predictive analytics
  • ROI tracking

Week 12: Performance & Launch​

Status: ⚪ Not Started | Progress: ░░░░░░░░░░ 0%

  • Performance optimization
  • Caching refinement
  • Multi-region setup
  • Launch preparation
  • Documentation completion
  • Training materials

Testing Checklist​

Unit Tests​

  • Project test structure created
  • Contact service tests
  • Enrichment service tests
  • Graph service tests
  • Viral engine tests
  • API endpoint tests

Integration Tests​

  • Database integration
  • Redis integration
  • External API mocks
  • End-to-end flows

Performance Tests​

  • Load testing scenarios
  • Stress test setup
  • Benchmark suite
  • Scalability tests

Deployment Checklist​

Infrastructure​

  • GCP project setup
  • Cloud Run configuration
  • Database provisioning
  • Redis cluster setup
  • CDN configuration

CI/CD​

  • GitHub Actions workflow
  • Build pipeline
  • Test automation
  • Deployment automation
  • Rollback procedures

Monitoring​

  • Logging setup
  • Metrics collection
  • Alert configuration
  • Dashboard creation
  • SLA monitoring

Risk Register​

High Priority Risks​

  • Enrichment API rate limits → Multiple providers
  • Data privacy concerns → GDPR compliance
  • Viral growth explosion → Circuit breakers
  • Integration complexity → Modular design

Medium Priority Risks​

  • Credit system abuse → Fraud detection
  • Performance at scale → Caching strategy
  • Data quality issues → Verification system
  • Competition → Unique value prop

Low Priority Risks​

  • Technology changes → Abstraction layers
  • Team scaling → Documentation
  • Feature creep → Strict MVP scope

Daily Standup Template​

### Date: [DATE]

#### Yesterday
- Completed: [TASKS]
- Blockers: [ISSUES]

#### Today
- Working on: [TASKS]
- Goals: [TARGETS]

#### Help Needed
- [ASSISTANCE REQUIRED]

#### Progress Update
- Phase: [CURRENT PHASE]
- Sprint: [WEEK X]
- Blockers: [COUNT]
- On Track: [YES/NO]

Last Updated: October 11, 2025 Next Review: October 14, 2025 Owner: CRM Development Team