# Product Roadmap

## Highest Priority

1. **Enforce user-group permissions**
   Add server-side middleware or policies for projects, payments, users, companies, and tools. Permission values should not only be stored and displayed.

2. **Convert an enquiry into a project**
   Carry over the customer, proposed solution, linked calculations, expected budget, and delivery date. Mark the enquiry as won and retain a backlink between the enquiry and project.

3. **Generate proposals**
   Produce a printable proposal containing customer requirements, the proposed solution, a selected price calculation, delivery schedule, payment terms, revision terms, and maintenance terms.

4. **Version price calculations**
   Support versions such as Initial Estimate, Revision 1, and Final Proposal. Allow one calculation to be marked as accepted without deleting earlier versions.

5. **Add structured follow-up tasks**
   Turn Next Action into tasks with due dates, completion state, reminders, and an overdue view.

## Workflow Improvements

6. **Enquiry activity timeline**
   Record status changes, calculation links, solution updates, follow-ups, project conversion, and notes chronologically.

7. **Attachments**
   Attach requirements documents, screenshots, customer references, quotations, and contracts to enquiries and projects.

8. **Proposal status**
   Track Draft, Sent, Viewed, Accepted, Rejected, and Expired independently from the enquiry status.

9. **Payment milestones**
   Create deposit, development, delivery, and maintenance milestones from an accepted calculation. Show outstanding and overdue amounts.

10. **Improve the enquiry pipeline**
    Add expected value, probability, weighted value, days in stage, overdue follow-up indicators, and customer or status filters.

## Operational Improvements

11. **Action-focused dashboard**
    Show overdue follow-ups, enquiries awaiting proposals, proposals awaiting responses, upcoming deliveries, and outstanding payments.

12. **Global search**
    Search customers, enquiries, projects, calculations, solutions, and payments from one command menu.

13. **Notifications**
    Add in-app reminders for follow-ups, delivery dates, proposal expiry, service renewal, and unpaid milestones.

14. **Audit history**
    Record who changed prices, permissions, payment records, enquiry status, and project details.

15. **Reusable proposal templates**
    Save standard scope sections, assumptions, exclusions, technology choices, maintenance terms, and payment schedules.

## Recommended Next Milestone

Implement enquiry-to-project conversion with an accepted price calculation. This connects IdeaBook, Price Calculator, Projects, and Payments into one complete workflow.