Напиши сценарий обзорного ролика функционала этой CRM

[konard]

📋 Issue Reference

Fixes #184

🎯 Solution Overview

Created comprehensive overview scenario documents for the Ideav CRM system that can be used as a script for a video overview or as a walkthrough guide. The scenarios cover all major user journeys described in issue #184.

📝 Deliverables

1. ОБЗОРНЫЙ_СЦЕНАРИЙ.md (Russian version)

• Comprehensive 1,709-word guide in Russian
• Covers complete sales manager workflow
• Step-by-step clickable instructions
• Reading time: 3-5 minutes (overview) to 6-9 minutes (detailed)

2. CRM_OVERVIEW_SCENARIO.md (English version)

• Complete English translation (1,787 words)
• Same comprehensive coverage
• Accessible for international users

🗺️ Covered User Journeys

0. Main Workspace — Tasks Overview

• Navigation and interface orientation
• Quick links dashboard
• Tasks table with filtering and search
• User menu and settings

1. Unpaid Invoices and Reminders Management

• Finding invoices in kanban columns (Payment/Repeat Payment)
• Creating reminder tasks (calls, emails, follow-ups)
• Automatic task name filling based on type
• Task tracking with deadlines and executors

2. Lead Processing — New Applications

2.1. Sending Materials for Requested Software

• Locating new leads in kanban
• Reviewing lead information
• Creating "Send update" tasks
• Task assignment workflow

2.2. Call Planning

• Moving leads through pipeline stages (drag & drop)
• Scheduling calls with deadlines
• Status updates via kanban movement

2.3. Planning Various Task Types

Documented 8 different task types:

• Call
• Send update
• Video call
• Warm-up / touch
• Remind about renewal
• Add OS for development
• Transfer lead to partner
• Process substitute employee tasks

Each with practical examples and use cases.

2.4. Issuing Invoices to Distributors

• Deal creation workflow
• Linking deals to leads
• Specifying sale parameters (quantity, price, total)
• Distributor workflow integration
• Invoice verification and accounting process
• 1 deal = 1 invoice principle
• Moving leads through payment stages

3. Partner Onboarding and Agreement Coordination

• Viewing partner list
• Partner filter usage on kanban
• Creating onboarding task series
• Partner progression through sales funnel
• Agreement coordination workflow
• Creating partnership deals

🎨 Additional Features Documented

Filtering and Search Capabilities

• Manager filter
• Product filter
• Partner/Client toggle
• Column-based filtering in tables
• Multiple filter operators (starts with, contains, equals, range, etc.)

Quick Object Creation

• Creating partners from forms
• Adding new task types
• Managing lead sources
• Product management

Table Customization

• Column reordering (drag & drop)
• Column visibility settings
• Cookie-based preference saving
• Infinite scroll pagination

Typical Workday Scenario

• Morning routine (9:00-10:00): Review tasks
• Daytime workflow (10:00-18:00): Kanban management
• End of day (18:00-19:00): Task review and planning

✅ Benefits of This Scenario

The created scenarios help users:

• Not lose clients — all leads visible on kanban
• Not forget tasks — deadline-based reminder system
• See the whole picture — from first contact to repeat sales
• Work with partners — dedicated partner mode
• Control deals — every sale tracked and linked
• Customize workflow — flexible filters and saved preferences

🔍 Technical Implementation Details

The scenarios are based on thorough codebase analysis:

• Kanban board with 11 sales stages (templates/kanban.html)
• Task management system (report/3769, report/3864)
• Deal/contract tracking (smartq/6271)
• Partners management (report/5089, templates/partners.html)
• IntegramTable component with advanced filtering
• Material Design UI components

All features mentioned in the scenarios are currently implemented in the codebase and can be demonstrated.

📊 Scenario Structure

Each section follows the pattern:

1. Navigation — how to get to the feature
2. Use case — real-world scenario
3. Actions — step-by-step instructions
4. Key points — important takeaways

This structure makes the scenarios suitable for:

• Video script narration
• Interactive walkthrough
• User training documentation
• Onboarding guide

🚀 Ready for Use

The scenarios are ready to be:

• Used as a video script for screen recording
• Followed interactively by users
• Included in documentation
• Used for training new employees

All steps are clickable and match the actual UI elements in the CRM system.

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This PR was created to solve issue #184 with comprehensive, actionable scenario documentation.

[konard]

🤖 Solution Draft Log

This log file contains the complete execution trace of the AI solution draft process.

💰 Cost estimation:

• Public pricing estimate: $0.651885 USD
• Calculated by Anthropic: $0.795210 USD
• Difference: $0.143325 (+21.99%)
  📎 Log file uploaded as Gist (441KB)
  🔗 View complete solution draft log

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Now working session is ended, feel free to review and add any feedback on the solution draft.