mancitrus/system-prompts-and-models-of-ai-tools
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system-prompts-and-models-o.../salesflow-saas/docs/ENTERPRISE_ROADMAP.md
Sami Assiri 07557c4be9 feat(dealix): GTM polish, CRM/AI APIs, launch verification hardening 
- Add integrations CRM and AI routing APIs; Salesforce OAuth refresh; lead CRM metadata
- Marketer hub, settings CRM UI, OS views; premium landing and strategy_summary differentiators
- Docs: API-MAP, product guide, competitive matrix, launch simulation, AGENT-MAP LLM routing
- Sync script: strategy legal + competitive matrix to public; pytest DB isolation (.pytest_dealix.sqlite)
- Tests: CRM status and AI routing smoke; check_go_live_gate UTF-8 stdout on Windows
- Alembic migrations for strategic deal links and lead company/sector/city

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Dealix Enterprise roadmap

Concise path from pilot to enterprise-grade deployment. This document complements INTEGRATION_MASTER_AR.md and the in-app go-live gate.

Phase 1 — Tenant isolation and audit (0–90 days)

  • Enforce tenant scoping on every strategic-deals and CRM read/write (verify RLS or equivalent on PostgreSQL).
  • Structured audit log for: operating mode changes, outbound sends, policy blocks, and human approvals.
  • Backup and restore runbook per tenant (or per region).

Phase 2 — Identity and access (90–180 days)

  • SSO (SAML/OIDC) for owner and compliance roles.
  • SCIM or admin API for user lifecycle (optional).
  • Role matrix aligned with UI: owner, RevOps, partner manager, compliance — mapped to API scopes.

Phase 3 — Data governance (180–365 days)

  • Data retention policies per tenant and per channel (PDPL-aware).
  • Export and delete workflows for subject requests.
  • Encryption at rest review; field-level encryption for highly sensitive notes if required.

Phase 4 — Scale and SLOs

  • Per-tenant rate limits on agent and strategic-deals endpoints.
  • Observability: RED metrics on API, agent latency histograms, error budgets.
  • Multi-region readiness assessment (data residency constraints).

Dependencies in this repo

  • Strategic deals and OS endpoints: backend/app/api/v1/strategic_deals.py
  • Operating modes: backend/app/services/strategic_deals/operating_modes.py
  • Policy evaluation: backend/app/services/dealix_os/policy_engine.py
  • Frontend hubs: frontend/src/app/dashboard/page.tsx