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Pipeline & Kanban

Configurable kanban-style boards where leads and requests flow through ordered stages. The primary visual workflow tool for managing sales and service pipelines.

Specs​

  • openspec/specs/pipeline/spec.md
  • openspec/specs/pipeline-insights/spec.md

Features​

Pipeline CRUD (MVP)​

Administrators create and configure pipelines with ordered stages. Each pipeline has a title, description, entity type scope, and ordered list of stages.

  • Pipeline entity types: lead, request, or mixed
  • Default Sales Pipeline: New → Contacted → Qualified → Proposal → Negotiation → Won → Lost (7 stages)
  • Default Service Pipeline: New → In Progress → Completed → Rejected → Converted (5 stages)
  • One pipeline marked as default (isDefault: true)

Stage Management (MVP)​

Stages are ordered steps within a pipeline. Each stage has a name and order number. Stages can be added, reordered, and removed via the admin settings.

  • Stage validation: name required, order must be unique within pipeline
  • Drag-and-drop reordering in admin UI

Kanban Board View (MVP)​

Visual board layout with pipeline stages as columns. Leads and/or requests appear as cards in their current stage column.

  • Stage column headers with entity counts
  • Pipeline selector dropdown to switch between pipelines
  • Add entity directly from a stage column

Pipeline View Toggle (MVP)​

Users can switch between kanban (visual board) and list (data-dense table) views of the same pipeline data.

Quick Actions on Cards (MVP)​

Common actions available directly on pipeline cards without opening the detail view: move to next/previous stage, assign to user.

Pipeline Selection on Entity (MVP)​

When creating or editing a lead/request, users can select which pipeline and stage to place it on.

Pipeline on Admin Settings (MVP)​

Pipeline management is accessible from the Nextcloud admin settings page with full CRUD and stage management.

Planned (V1): Pipeline Insights​

Temporal and financial context overlays for pipeline views:

  • Stage Revenue Summary: Total EUR value displayed in each stage column header
  • Stale Lead Detection: Visual indicator when a lead has had no activity for X days
  • Aging Indicator: Shows days in current stage on each lead card
  • Overdue Item Highlighting: Red indicators for items past their due/expected close date

Planned (V1): Analytics​

  • Stage probability mapping (auto-populates lead probability from stage config)
  • Pipeline analytics (conversion rates, stage duration)
  • Pipeline funnel visualization (dashboard chart)
  • Multiple pipelines per team

Planned (Enterprise)​

  • Pipeline templates
  • Automation on stage change (notifications, field updates)
  • Sales forecast summary (weighted pipeline value)