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- 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 Made-with: Cursor
35 lines
1.5 KiB
Markdown
35 lines
1.5 KiB
Markdown
# Dealix Enterprise roadmap
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Concise path from pilot to enterprise-grade deployment. This document complements `INTEGRATION_MASTER_AR.md` and the in-app go-live gate.
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## Phase 1 — Tenant isolation and audit (0–90 days)
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- Enforce tenant scoping on every strategic-deals and CRM read/write (verify RLS or equivalent on PostgreSQL).
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- Structured audit log for: operating mode changes, outbound sends, policy blocks, and human approvals.
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- Backup and restore runbook per tenant (or per region).
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## Phase 2 — Identity and access (90–180 days)
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- SSO (SAML/OIDC) for owner and compliance roles.
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- SCIM or admin API for user lifecycle (optional).
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- Role matrix aligned with UI: owner, RevOps, partner manager, compliance — mapped to API scopes.
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## Phase 3 — Data governance (180–365 days)
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- Data retention policies per tenant and per channel (PDPL-aware).
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- Export and delete workflows for subject requests.
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- Encryption at rest review; field-level encryption for highly sensitive notes if required.
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## Phase 4 — Scale and SLOs
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- Per-tenant rate limits on agent and strategic-deals endpoints.
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- Observability: RED metrics on API, agent latency histograms, error budgets.
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- Multi-region readiness assessment (data residency constraints).
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## Dependencies in this repo
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- Strategic deals and OS endpoints: `backend/app/api/v1/strategic_deals.py`
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- Operating modes: `backend/app/services/strategic_deals/operating_modes.py`
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- Policy evaluation: `backend/app/services/dealix_os/policy_engine.py`
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- Frontend hubs: `frontend/src/app/dashboard/page.tsx`
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