 # CRM + Productivity Expansion Spec

## Overview
Transform Productier from a task management app into a lightweight CRM + productivity platform inspired by Plane, Notion, and Twenty.

## Phase 1: CRM Foundation ✅
- [x] Contacts module (database, API, UI)
- [x] Companies module (database, API, UI)
- [x] Link contacts to tasks, emails, events
- [x] Contact activity timeline (via linking)

## Phase 2: Productivity Polish ✅
- [x] Quick capture inbox
- [x] Keyboard shortcuts / command palette
- [x] Global search
- [x] Recurring tasks/events (database schema ready)
- [x] Time tracking (database schema + component ready)

## Phase 3: Enhanced Views ✅
- [x] List/table view for tasks
- [x] Saved filters (database schema ready)
- [x] Timeline view

## Phase 4: Integrations ✅
- [x] Integration framework (database, API)
- [x] Webhooks system
- [x] Integrations settings page
- [x] Webhook triggering on task events
- [ ] Google Calendar sync (requires OAuth flow)
- [ ] Slack integration (requires OAuth flow)

## Phase 5: Collaboration ✅
- [x] Notifications system (database, API, UI)
- [x] Presence tracking (database, API)
- [x] Real-time presence UI (polling-based)
- [x] @mentions in comments
- [x] Task assignment notifications
- [x] Task completion notifications

## Phase 6: Quality of Life
- [ ] Undo/redo
- [x] Archive/trash (database schema ready)
- [x] Integrate time tracker into task modal
- [x] Integrate recurring config into task forms

---
*Started: 2026-04-08*
*Updated: 2026-04-08*