985 lines
68 KiB
HTML
985 lines
68 KiB
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<body>
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<h1>HiveGrid 2.0 — Feature-Scope nach Phasen</h1>
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<div class="meta">
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Stand: 2026-05-07 • Erstkunde: Geerkens GmbH (SHK) • Quelle: Brainstorming-Session 2026-05-07-2206
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</div>
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<div class="lead">
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Diese Übersicht ist das Scope-Fundament für HiveGrid 2.0 vor der dritten Bauphase. Sie ist <strong>kein Feature-Wunsch</strong>, sondern ein verifizierbarer Schnitt: Jedes Modul hat ein klares Verdikt, Phase 1 ist kompromisslos auf Geerkens fokussiert, Phase 2 kommt nach Launch, die Anti-Liste ist explizit. Die Architektur-Vorschriften sind bauliche Pflicht für jedes Modul-Spec.
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</div>
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<div class="legend">
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<strong>Legende:</strong>
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<span class="verd-p1">Phase 1</span> Cloud-Launch mit Geerkens •
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<span class="verd-p2">Phase 2</span> Nach Launch •
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<span class="verd-out">Raus</span> Explizit nicht (auch nicht Phase 2)
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</div>
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<h2>Inhalt</h2>
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<div class="toc">
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<a href="#leitplanken">A. Leitplanken (LP-1..13)</a><br>
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<a href="#vertrieb">B. Vertriebs- & Lead-Cluster</a><br>
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<a href="#auftrag">C. Auftrags- & Projekt-Cluster</a><br>
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<a href="#kommunikation">D. Kommunikations-Cluster</a><br>
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<a href="#mitarbeiter">E. Mitarbeiter- & Endkunden-Cluster</a><br>
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<a href="#usp">F. USP-Säulen (Automation, KI, Legacy)</a><br>
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<a href="#plattform">G. Plattform-Kern</a><br>
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<a href="#mobile">H. Mobile & DSGVO</a><br>
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<a href="#admin">I. Admin & Support</a><br>
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<a href="#anti">J. Anti-Liste</a><br>
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<a href="#arch">K. Architektur-Vorschriften</a><br>
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<a href="#parked">L. Geparkte Themen</a>
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</div>
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<!-- ============== LEITPLANKEN ============== -->
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<h2 id="leitplanken">A. Leitplanken (LP-1 bis LP-13)</h2>
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<div class="module-box">
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<table>
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<thead><tr><th class="col-num">#</th><th>Leitplanke</th></tr></thead>
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<tbody>
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<tr><td class="col-num">LP-1</td><td>Eine Handwerksfirma = ein Tenant = ein Workspace. URL: <code>app.hivegrid.de/{tenant}/...</code>. Admin-Routes und App-Routes hart getrennt.</td></tr>
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<tr><td class="col-num">LP-2</td><td>Büro vs. Baustelle als kontextuelle Modi (eine App, zwei Erlebnisse). Spiegelt sich auch im Pricing (Büro-Seat vs. Monteur-Seat).</td></tr>
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<tr><td class="col-num">LP-3</td><td>Modular-Architektur, SHK-Inhalt. Branchen-Templates deklarativ. Andere Gewerke erst mit zahlendem Kunden.</td></tr>
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<tr><td class="col-num">LP-4</td><td>USP-Säulen (Automation, KI, Legacy) vs. Commodity (CRM, HR, Booking). Aufwandsverteilung folgt dieser Trennung.</td></tr>
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<tr><td class="col-num">LP-5</td><td>KI ist die Schnittstelle zur Automation-Engine („sag mir was du willst, ich baue's"). Phase 1 Werkzeug, Phase 2 autonom.</td></tr>
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<tr><td class="col-num">LP-6</td><td>Anti-Agentur-Positionierung. Selbst-Wartbarkeit als USP. Klartext-Diagnostik statt Tech-Fehler.</td></tr>
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<tr><td class="col-num">LP-7</td><td>Ablöse-Filter Geerkens: HubSpot/Quiply/Zapier+n8n raus, KWP/AirCall/Google-Workspace/PandaDoc bleiben.</td></tr>
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<tr><td class="col-num">LP-8</td><td>App-Store via Capacitor. Min. 3 native Features (Push, Face-ID, Kamera). Offline-Modus Phase-1-Pflicht.</td></tr>
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<tr><td class="col-num">LP-9</td><td>Spec-Tiefe statt Feature-Liste: pro Feature Menüpfad, Entitäten/Felder, Sub-Funktionen, Permissions, Übergänge.</td></tr>
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<tr><td class="col-num">LP-10</td><td>Klartext-Diagnostik als bauliche Pflicht (fest formulierte Texte, kein KI-on-the-fly).</td></tr>
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<tr><td class="col-num">LP-11</td><td>Adapter-Pattern als Architektur-Vorschrift für alle Integrationen.</td></tr>
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<tr><td class="col-num">LP-12</td><td>i18n extrem sauber. Phase 1 nur DE-Locale; Phase 2 DeepL-Pipeline.</td></tr>
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<tr><td class="col-num">LP-13</td><td>EU-Stack komplett (Hosting + KI). Marketing-Argument „100% EU, 100% DSGVO".</td></tr>
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</tbody>
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</table>
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</div>
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<!-- ============== B. VERTRIEB ============== -->
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<h2 id="vertrieb">B. Vertriebs- & Lead-Cluster</h2>
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<div class="module-box">
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<div class="module-header"><span class="module-title">1. CRM-Kern (Kontakte + Firmen)</span><span class="module-num">M1 • <span class="verd-p1">Phase 1</span></span></div>
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<p class="module-summary">HubSpot-CRM-Ablösung (LP-7).</p>
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<table>
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<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
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<tbody>
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<tr><td>Kontakt-Stammdaten (Person)</td><td><span class="verd-p1">Phase 1</span></td><td>Standardfelder + Custom-Felder pro Tenant</td></tr>
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<tr><td>Firma-Stammdaten (Company)</td><td><span class="verd-p1">Phase 1</span></td><td>Verknüpfung Kontakt ↔ Firma (Ansprechpartner)</td></tr>
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<tr><td>Kontakthistorie (Activity-Stream)</td><td><span class="verd-p1">Phase 1</span></td><td>Anrufe, Mails, Chats, Stage-Wechsel chronologisch</td></tr>
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<tr><td>Verknüpfung zu Deals/Projekten</td><td><span class="verd-p1">Phase 1</span></td><td>Sichtbar am Kontakt</td></tr>
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<tr><td>Suche pro Liste + Volltext-Filter</td><td><span class="verd-p1">Phase 1</span></td><td>Permission-aware</td></tr>
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<tr><td>Duplikat-Erkennung</td><td><span class="verd-p1">Phase 1</span></td><td>Beim Anlegen + Bulk-Merge-Tool</td></tr>
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<tr><td>Tag-System</td><td><span class="verd-p1">Phase 1</span></td><td>Frei vergebbar, für Filter und Automation</td></tr>
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<tr><td>CSV-Import</td><td><span class="verd-p2">Phase 2</span></td><td>Migration-Thema (geparkt)</td></tr>
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<tr><td>Marketing-Segmente</td><td><span class="verd-p1">Phase 1</span></td><td>Subset von Email-Marketing-Modul</td></tr>
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</tbody>
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</table>
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</div>
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<div class="module-box">
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<div class="module-header"><span class="module-title">2. Lead-Inbox / Lead-Management</span><span class="module-num">M2 • <span class="verd-p1">Phase 1</span></span></div>
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<p class="module-summary">HubSpot-Lead-Tool-Ablösung.</p>
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<table>
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<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
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<tbody>
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<tr><td>Lead-Inbox als Sammelbecken</td><td><span class="verd-p1">Phase 1</span></td><td>Quellen: Form, Email, WhatsApp (P2), Anruf, Manuell</td></tr>
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<tr><td>Auto-Konvertierung Form → Lead</td><td><span class="verd-p1">Phase 1</span></td><td>Über Form-Action</td></tr>
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<tr><td>Lead-Statistiken</td><td><span class="verd-p1">Phase 1</span></td><td>Eingang, Quelle, Conversion-Rate</td></tr>
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<tr><td>Manuelle Lead-Anlage</td><td><span class="verd-p1">Phase 1</span></td><td>Auch mit Voll-Editor</td></tr>
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<tr><td>Lead → Deal-Konvertierung</td><td><span class="verd-p1">Phase 1</span></td><td>Mit Pipeline-Auswahl</td></tr>
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<tr><td>CSV-Import</td><td><span class="verd-p2">Phase 2</span></td><td>Migration-Thema</td></tr>
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</tbody>
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</table>
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</div>
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<div class="module-box">
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<div class="module-header"><span class="module-title">3. Sales-Pipeline (Deals)</span><span class="module-num">M3 • <span class="verd-p1">Phase 1</span></span></div>
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<p class="module-summary">HubSpot-Pipeline-Ablösung.</p>
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<table>
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<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
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<tbody>
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<tr><td>Konfigurierbare Pipelines</td><td><span class="verd-p1">Phase 1</span></td><td>Tenant kann eigene Pipelines anlegen, Stages definieren</td></tr>
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<tr><td>Kanban + Liste-View</td><td><span class="verd-p1">Phase 1</span></td><td>Drag&Drop zwischen Stages</td></tr>
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<tr><td>Deal-Karte (Volumen, Deadline, Zuständiger)</td><td><span class="verd-p1">Phase 1</span></td><td>Standardfelder + Custom</td></tr>
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<tr><td>Activity-Stream pro Deal</td><td><span class="verd-p1">Phase 1</span></td><td>Anrufe, Mails, Stage-Wechsel, Notizen</td></tr>
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<tr><td>Filter pro Vertriebler / alle</td><td><span class="verd-p1">Phase 1</span></td><td>Mit gespeicherten Default-Filtern</td></tr>
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<tr><td>Stage-Übergangs-Trigger für Automation</td><td><span class="verd-p1">Phase 1</span></td><td>Pflicht für Automation-Engine</td></tr>
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<tr><td>Auto-Anlage aus Lead</td><td><span class="verd-p1">Phase 1</span></td><td>Bei Lead-Konvertierung</td></tr>
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<tr><td>Deal-Archive</td><td><span class="verd-p1">Phase 1</span></td><td>Gewonnen/Verloren mit Grund</td></tr>
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<tr><td>Vertriebler-KPIs</td><td><span class="verd-p1">Phase 1</span></td><td>In Dashboard-Modul</td></tr>
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||
</tbody>
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</table>
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</div>
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||
|
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<div class="module-box">
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<div class="module-header"><span class="module-title">5. Form Builder</span><span class="module-num">M5 • <span class="verd-p1">Phase 1 (XL)</span></span></div>
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||
<p class="module-summary">Klebstoff zwischen externer Welt und HiveGrid. Voll Google-Forms-Niveau (User-Entscheidung).</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Drag&Drop-Form-Editor</td><td><span class="verd-p1">Phase 1</span></td><td>Voll-Builder à la Google Forms</td></tr>
|
||
<tr><td>Feldtypen (Text, Zahl, Auswahl, Datum, Datei, Foto, Unterschrift, Standort)</td><td><span class="verd-p1">Phase 1</span></td><td>Plus erweiterte Typen</td></tr>
|
||
<tr><td>Form-Templates (Lead, Sales-Aufnahme, Foto-Checkliste, Acceptance)</td><td><span class="verd-p1">Phase 1</span></td><td>SHK-spezifisch (deklarativ branchen-modular)</td></tr>
|
||
<tr><td>Embed-Code für externe Website</td><td><span class="verd-p1">Phase 1</span></td><td>iFrame + JS-Snippet</td></tr>
|
||
<tr><td>Submissions-Liste pro Form</td><td><span class="verd-p1">Phase 1</span></td><td>Filter, Export</td></tr>
|
||
<tr><td>Form-Action („bei Submission → ...")</td><td><span class="verd-p1">Phase 1</span></td><td>Hängt sich an Automation-Engine</td></tr>
|
||
<tr><td>Verzweigungslogik (if/else)</td><td><span class="verd-p2">Phase 2</span></td><td>Komplexe Validierung</td></tr>
|
||
<tr><td>Form-Charts / Reporting</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Form-Tag-System</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">6. Booking / Termin-Buchung</span><span class="module-num">M6 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">HubSpot-Booking-Ablösung.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Öffentliche Booking-Pages pro Tenant</td><td><span class="verd-p1">Phase 1</span></td><td>z.B. <code>app.hivegrid.de/buch/geerkens/wartung</code></td></tr>
|
||
<tr><td>Verfügbarkeits-Regeln pro MA</td><td><span class="verd-p1">Phase 1</span></td><td>+ Ausnahmen</td></tr>
|
||
<tr><td>Multi-Provider (mehrere MA pro Page)</td><td><span class="verd-p1">Phase 1</span></td><td>Round-Robin oder spezifisch wählbar</td></tr>
|
||
<tr><td>Slot-Picker mit Auto-Sync zu Google/MS</td><td><span class="verd-p1">Phase 1</span></td><td>Verfügbarkeit aus Calendar berechnet</td></tr>
|
||
<tr><td>Embed-Code für externe Website</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Auto-Bestätigungsmail an Kunde</td><td><span class="verd-p1">Phase 1</span></td><td>Anpassbar pro Booking-Page</td></tr>
|
||
<tr><td>Eintrag in internen Kalender</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Buchungen → Lead-Inbox / Kontakt</td><td><span class="verd-p1">Phase 1</span></td><td>Auto-Verknüpfung</td></tr>
|
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</tbody>
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</table>
|
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</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">7. Angebot & Signatur</span><span class="module-num">M7 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">PandaDoc/DocuSign-Integration. Keine eigene eIDAS-Engine.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>PDF im Deal hochladen</td><td><span class="verd-p1">Phase 1</span></td><td>Manuell, vom Vertriebler erzeugt</td></tr>
|
||
<tr><td>An PandaDoc/DocuSign senden</td><td><span class="verd-p1">Phase 1</span></td><td>Provider per Tenant konfigurierbar</td></tr>
|
||
<tr><td>Multi-Signer-Support</td><td><span class="verd-p1">Phase 1</span></td><td>Mehrere Unterzeichner pro Dokument</td></tr>
|
||
<tr><td>Status-Webhook → Auto-Stage-Wechsel</td><td><span class="verd-p1">Phase 1</span></td><td>Bei Unterschrift Deal auf „Gewonnen"</td></tr>
|
||
<tr><td>Acceptance-Signatur (Touch + IP + Timestamp)</td><td><span class="verd-p1">Phase 1</span></td><td>Direkt im Form-Builder, kein PandaDoc nötig</td></tr>
|
||
<tr><td>Versionierung (V1, V2, V3)</td><td><span class="verd-p2">Phase 2</span></td><td>Angebote nachvollziehbar</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- ============== C. AUFTRAG ============== -->
|
||
<h2 id="auftrag">C. Auftrags- & Projekt-Cluster</h2>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">4. Auftrags-/Projektpipeline</span><span class="module-num">M4 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">Geerkens-Kern.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Konfigurierbare Auftragspipelines</td><td><span class="verd-p1">Phase 1</span></td><td>Stages definierbar pro Tenant</td></tr>
|
||
<tr><td>Projekt-Karte (Members, Tasks, Files)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Auto-Erstellung aus Deal „Gewonnen"</td><td><span class="verd-p1">Phase 1</span></td><td>Mit Mapping Deal-Felder → Projekt-Felder</td></tr>
|
||
<tr><td>Activity-Stream pro Projekt</td><td><span class="verd-p1">Phase 1</span></td><td>Kombiniert mit Chat-Feed</td></tr>
|
||
<tr><td>Eskalations-Automation (Stage-Stuck)</td><td><span class="verd-p1">Phase 1</span></td><td>Cron im Scheduler</td></tr>
|
||
<tr><td>Acceptance-Protokoll (Foto + Kunden-Signatur am Smartphone)</td><td><span class="verd-p1">Phase 1</span></td><td>Mobile-First</td></tr>
|
||
<tr><td>Plantafel (Ressourcen-/Termin-Planung)</td><td><span class="verd-p1">Phase 1</span></td><td>Schedule-Entries pro Projekt/MA</td></tr>
|
||
<tr><td>Projekt-Templates</td><td><span class="verd-p1">Phase 1</span></td><td>SHK-spezifisch, deklarativ</td></tr>
|
||
<tr><td>PL-Mini-Dashboard</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">8. Rechnung / Buchhaltung</span><span class="module-num">M8 • <span class="verd-out">Raus aus Phase 1</span></span></div>
|
||
<p class="module-summary">KWP-Rechnungs-Trigger geparkt bis nach KWP-Geschäftsführer-Termin.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Generischer Trigger „Auftrag abgeschlossen"</td><td><span class="verd-p1">Phase 1</span></td><td>In Automation-Engine, was damit passiert ist Tenant-Konfig</td></tr>
|
||
<tr><td>Eigene Rechnungs-UI in HiveGrid</td><td><span class="verd-p2">Phase 2</span></td><td>Für Tenants ohne KWP</td></tr>
|
||
<tr><td>Mahnwesen</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Adapter LexOffice / sevDesk / FastBill / Datev</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">26. Tasks / Aufgaben</span><span class="module-num">M26 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Task-Liste pro User / Projekt / Tenant</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Anlage manuell, aus Chat, aus Form, aus Automation</td><td><span class="verd-p1">Phase 1</span></td><td>Mehrere Quellen</td></tr>
|
||
<tr><td>Felder: Titel, Beschreibung, Zuweisung, Deadline, Priorität, Status</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Verknüpfung an Entitäten (Deal/Projekt/Kontakt)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Reminder-Notifications</td><td><span class="verd-p1">Phase 1</span></td><td>Bei Deadline-Annäherung</td></tr>
|
||
<tr><td>Auto-Archivierung nach 30 Tagen</td><td><span class="verd-p1">Phase 1</span></td><td>Erledigte Tasks</td></tr>
|
||
<tr><td>Task-Templates, Wiederkehrend, Kanban, Dependencies</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- ============== D. KOMMUNIKATION ============== -->
|
||
<h2 id="kommunikation">D. Kommunikations-Cluster</h2>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">9. Email Inbox + Gmail/Outlook-Sync</span><span class="module-num">M9 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>OAuth-Connect Gmail / Outlook (pro User)</td><td><span class="verd-p1">Phase 1</span></td><td>Sync mit Cursor + Webhooks</td></tr>
|
||
<tr><td>Eingehende Mails ↔ Kontakte/Deals verlinkt</td><td><span class="verd-p1">Phase 1</span></td><td>Im Activity-Stream</td></tr>
|
||
<tr><td>Outbound aus Deal-/Kontakt-Ansicht</td><td><span class="verd-p1">Phase 1</span></td><td>Über verbundene Mailbox</td></tr>
|
||
<tr><td>Eigene Sending-Domain mit DKIM</td><td><span class="verd-p1">Phase 1</span></td><td>Pflicht für Modul 10 (Email-Marketing)</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">10. Email-Marketing</span><span class="module-num">M10 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">User-Korrektur: kritisch genug für Phase 1.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Kampagnen-Builder mit Templates</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Empfänger-Listen aus CRM-Segmenten</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Kampagnen-Versand (sofort + zeitgesteuert)</td><td><span class="verd-p1">Phase 1</span></td><td>Cron-Worker</td></tr>
|
||
<tr><td>Open-/Click-Tracking</td><td><span class="verd-p1">Phase 1</span></td><td>Pro Empfänger sichtbar</td></tr>
|
||
<tr><td>Trigger-basierte Mails (über Automation-Engine)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>A/B-Tests, Automation-Ketten, Advanced-Analytics</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">11. WhatsApp</span><span class="module-num">M11 • <span class="verd-p2">Phase 2</span></span></div>
|
||
<p class="module-summary">User-Korrektur: WhatsApp war kein Fokus laut März-Plan, komplett Phase 2.</p>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">12. Telefonie (AirCall)</span><span class="module-num">M12 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">Nur AirCall, Sipgate Phase 2. AirCall bleibt USP-Tool.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Click-to-Call aus Kontakt/Deal/Lead</td><td><span class="verd-p1">Phase 1</span></td><td>Eingebettet in der UI</td></tr>
|
||
<tr><td>Eingehende Anrufe → Webhook → Activity-Stream</td><td><span class="verd-p1">Phase 1</span></td><td>Auto-Verknüpfung mit Kontakt</td></tr>
|
||
<tr><td>Auto-Logging Dauer + Notiz-Feld</td><td><span class="verd-p1">Phase 1</span></td><td>Nach Anruf editierbar</td></tr>
|
||
<tr><td>Trigger „Anruf eingegangen" für Automation</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Sipgate als zweiter Provider</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Voicemail-Transkription, In-App-Calling</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">13. Team-Chat (intern)</span><span class="module-num">M13 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">Quiply-Chat-Ablösung.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Drei Ebenen: Projekt-Chat, Gruppen-Chat, DM</td><td><span class="verd-p1">Phase 1</span></td><td>Projekt-Chat auto-erstellt mit Projekt</td></tr>
|
||
<tr><td>Pinned Messages</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Reactions</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Threads</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Datei-Uploads</td><td><span class="verd-p1">Phase 1</span></td><td>Inkl. Foto-Direct-Upload mobile</td></tr>
|
||
<tr><td>Link-Previews</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>@-Mentions auf Projekte/Deals/Kontakte/Personen</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>„Mark as Task" aus Nachricht</td><td><span class="verd-p1">Phase 1</span></td><td>Verlinkt zu Tasks-Modul</td></tr>
|
||
<tr><td>Lesebestätigungen</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Chat-Archivierung beim Projekt-Abschluss</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">22. Notifications (Push / Email / In-App)</span><span class="module-num">M22 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Drei Kanäle parallel: In-App, Email, Mobile-Push</td><td><span class="verd-p1">Phase 1</span></td><td>Via Novu zu APNs/FCM</td></tr>
|
||
<tr><td>Pro-User-Präferenzen pro Event-Typ</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Ruhezeiten konfigurierbar</td><td><span class="verd-p1">Phase 1</span></td><td>Z.B. 22-7 Uhr + Wochenende</td></tr>
|
||
<tr><td>Anti-Spam-Bündelung</td><td><span class="verd-p1">Phase 1</span></td><td>Multi-Events innerhalb 5 Min werden gebündelt</td></tr>
|
||
<tr><td>Read/Unread, Bulk-Clear</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Mobile-Device-Registration</td><td><span class="verd-p1">Phase 1</span></td><td>Für Capacitor-App</td></tr>
|
||
<tr><td>SMS-Kanal, Slack-/Teams-Brücke</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- ============== E. MITARBEITER & ENDKUNDEN ============== -->
|
||
<h2 id="mitarbeiter">E. Mitarbeiter- & Endkunden-Cluster</h2>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">14. HR-Hub / Mitarbeiterplattform</span><span class="module-num">M14 • <span class="verd-p1">Phase 1 (voll)</span></span></div>
|
||
<p class="module-summary">User-Korrektur: alles drin, Quiply-Komplett-Ablösung.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Persönlicher MA-Bereich</td><td><span class="verd-p1">Phase 1</span></td><td>Eigene Daten / Dokumente / Termine</td></tr>
|
||
<tr><td>Lohnabrechnungs-Ablage</td><td><span class="verd-p1">Phase 1</span></td><td>Büro lädt hoch, MA sieht</td></tr>
|
||
<tr><td>Krankmeldung als Formular</td><td><span class="verd-p1">Phase 1</span></td><td>Auto-Versand ans Büro</td></tr>
|
||
<tr><td>Urlaubsantrag mit Genehmigungs-Workflow</td><td><span class="verd-p1">Phase 1</span></td><td>Antrag → GF/PL → Auto-Eintrag in Kalender</td></tr>
|
||
<tr><td>Announcements (Firma → MA)</td><td><span class="verd-p1">Phase 1</span></td><td>Mit Read/Reaktion</td></tr>
|
||
<tr><td>MA-Verzeichnis mit Standorten</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Passwort-Safe (Team-Vaults)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Upload-Erinnerungen (z.B. Führerschein-Scan)</td><td><span class="verd-p1">Phase 1</span></td><td>Cron-basiert</td></tr>
|
||
<tr><td>HR-Surveys</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Generische Request-Templates</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Quick-Links, Resources</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">15. Customer-Portal</span><span class="module-num">M15 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">User-Korrektur: für Geerkens-Launch wichtig.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Kunden-Login (Magic-Link + Email/Pwd)</td><td><span class="verd-p1">Phase 1</span></td><td>Eigene Auth-Schicht</td></tr>
|
||
<tr><td>Statusanzeige Projekt-Phase</td><td><span class="verd-p1">Phase 1</span></td><td>Konfigurierbare Phasen sichtbar</td></tr>
|
||
<tr><td>Dokumenten-Einsicht (Angebot, Rechnung, Acceptance)</td><td><span class="verd-p1">Phase 1</span></td><td>Konfigurierbare Doc-Freigabe pro Projekt</td></tr>
|
||
<tr><td>Kunden-Upload (Reklamations-Fotos etc.)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Auto-Status-Mails bei Phasenwechsel</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Zugang ab Sales-Prozess</td><td><span class="verd-p1">Phase 1</span></td><td>Direkt nach Lead-Anlage öffenbar</td></tr>
|
||
<tr><td>Portal bleibt nach Abschluss offen</td><td><span class="verd-p1">Phase 1</span></td><td>Service / Wartung</td></tr>
|
||
<tr><td>Bidirektionale Kommunikation (Kunde-Chat)</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Blog im Portal</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Multi-Portal mit unterschiedlichem Branding</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">16. Knowledge Base / Wiki (intern)</span><span class="module-num">M16 • <span class="verd-p2">Phase 2</span></span></div>
|
||
<p class="module-summary">Anti-Listen-Kandidat. Kein Geerkens-Pain. Google Docs reicht erstmal.</p>
|
||
</div>
|
||
|
||
<!-- ============== F. USP-SÄULEN ============== -->
|
||
<h2 id="usp" class="pagebreak">F. USP-Säulen</h2>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">17. Automation-Engine</span><span class="module-num">M17 • <span class="verd-p1">Phase 1 (voll)</span></span></div>
|
||
<p class="module-summary">USP-Säule. Löst Zapier+n8n+Supabase ab.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Visueller Flow-Editor (Drag&Drop-Canvas)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>KI-Erstellung per natürliche Sprache</td><td><span class="verd-p1">Phase 1</span></td><td>LP-5: „Sag mir was du willst"</td></tr>
|
||
<tr><td>Dry-Run / Vorschau vor Aktivierung</td><td><span class="verd-p1">Phase 1</span></td><td>PM-3: zeigt betroffene Anzahl + Stichprobe</td></tr>
|
||
<tr><td>Reversibilität / Undo (24h)</td><td><span class="verd-p1">Phase 1</span></td><td>PM-3: zeigt wer betroffen war</td></tr>
|
||
<tr><td>Klartext-Diagnostik in Execution-Logs</td><td><span class="verd-p1">Phase 1</span></td><td>LP-10</td></tr>
|
||
<tr><td>Trigger-/Action-Library (Geerkens-fokussiert)</td><td><span class="verd-p1">Phase 1</span></td><td>Form-Submitted, Lead, Stage-Change, Schedule, AirCall, Gmail/Outlook + Send-Email/Push/Notification, Create-Task, Update-Stage, HTTP, AI-Generate</td></tr>
|
||
<tr><td>Templates (vorgefertigte Workflows)</td><td><span class="verd-p1">Phase 1</span></td><td>SHK-Standards</td></tr>
|
||
<tr><td>Loop-Guard (Hard-Limit + Klartext + Pre-Save-Validation)</td><td><span class="verd-p1">Phase 1</span></td><td>EC-2</td></tr>
|
||
<tr><td>Rate-Limit + Anomalie-Detection</td><td><span class="verd-p1">Phase 1</span></td><td>EC-1: Webhook-Storm-Schutz</td></tr>
|
||
<tr><td>Idempotenz pro Action + Resume-Mode</td><td><span class="verd-p1">Phase 1</span></td><td>EC-3: Halbe Ausführung</td></tr>
|
||
<tr><td>Trigger-Volumen-Metering</td><td><span class="verd-p1">Phase 1</span></td><td>Vorbereitung Pricing</td></tr>
|
||
<tr><td>Tenant-Credentials sicher gespeichert</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Stage-Stuck-Eskalation (eingebauter Cron)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Sub-Workflows, Parallel-Branches, Loops</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Public-API-Tab + Marketplace-Templates</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Nische-Trigger/Actions (Notion, Asana, Trello, ...)</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">18. KI-Layer / HiveMind</span><span class="module-num">M18 • <span class="verd-p1">Phase 1 (Werkzeug)</span></span></div>
|
||
<p class="module-summary">USP-Säule. EU-Stack: Scaleway / Mistral / AlephAlpha.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>LLM-Gateway mit Multi-Provider-Fallback</td><td><span class="verd-p1">Phase 1</span></td><td>EC-6 + LP-13</td></tr>
|
||
<tr><td>KI-Erstellung von Automationen</td><td><span class="verd-p1">Phase 1</span></td><td>LP-5</td></tr>
|
||
<tr><td>Schema-Validation + Rückfrage bei Mehrdeutigkeit</td><td><span class="verd-p1">Phase 1</span></td><td>EC-4</td></tr>
|
||
<tr><td>Semantische Risiko-Hinweise</td><td><span class="verd-p1">Phase 1</span></td><td>EC-4</td></tr>
|
||
<tr><td>KI-Lead-Zusammenfassung</td><td><span class="verd-p1">Phase 1</span></td><td>Pre-Termin-Brief für Vertrieb</td></tr>
|
||
<tr><td>KI-Programm-Hilfe / FAQ</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>RAG-Suche über Tenant-Daten</td><td><span class="verd-p1">Phase 1</span></td><td>pgvector + EU-Embedding-Provider</td></tr>
|
||
<tr><td>Whisper-EU-Transkription für Anrufe</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Token-Tracking, AI-Credits, Usage-Limits</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Input-Sanitization + Action-Boundary</td><td><span class="verd-p1">Phase 1</span></td><td>EC-5: Prompt-Injection-Schutz</td></tr>
|
||
<tr><td>Promptfoo-Eval-Suite mit Injection-Vektoren</td><td><span class="verd-p1">Phase 1</span></td><td>EC-5: kontinuierliche Tests</td></tr>
|
||
<tr><td>Graceful Degradation bei KI-Down</td><td><span class="verd-p1">Phase 1</span></td><td>EC-6: Fallback auf visuellen Editor</td></tr>
|
||
<tr><td>Cache für deterministische KI-Outputs</td><td><span class="verd-p1">Phase 1</span></td><td>EC-6</td></tr>
|
||
<tr><td>HiveMind als autonomer Agent</td><td><span class="verd-p2">Phase 2</span></td><td>Custom-Tools, Scheduled-Actions, Screen-Context</td></tr>
|
||
<tr><td>M.Y.R.A. / Enterprise-Erweiterung</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">19. KWP-Integration (Legacy)</span><span class="module-num">M19 • <span class="verd-p1">Phase 1 (nur KWP)</span></span></div>
|
||
<p class="module-summary">USP-Säule. Über Adapter-Pattern (LP-11). Detail-Spec nach KWP-Termin neu evaluieren.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>kwpsync.exe (Windows-Client gegen MSSQL)</td><td><span class="verd-p1">Phase 1</span></td><td>Cloud-Queue + lokaler Client</td></tr>
|
||
<tr><td>Bidirektional: HiveGrid → KWP & KWP → HiveGrid</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Projektnummer-Reservierung</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Document-Sync (PDFs, Anlagen)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Schema-Drift-Sentinel (täglicher Check)</td><td><span class="verd-p1">Phase 1</span></td><td>PM-4</td></tr>
|
||
<tr><td>Heartbeat + Auto-Recovery (Windows-Service)</td><td><span class="verd-p1">Phase 1</span></td><td>EC-7</td></tr>
|
||
<tr><td>Connection-Status-Indicator (grün/gelb/rot)</td><td><span class="verd-p1">Phase 1</span></td><td>EC-7</td></tr>
|
||
<tr><td>Persistente Queue + Rate-Limited-Replay</td><td><span class="verd-p1">Phase 1</span></td><td>EC-8</td></tr>
|
||
<tr><td>Last-Write-Wins + Optimistic Locking + Konflikt-View</td><td><span class="verd-p1">Phase 1</span></td><td>EC-9</td></tr>
|
||
<tr><td>Setup-Wizard für Tenant</td><td><span class="verd-p1">Phase 1</span></td><td>kwpsync.exe runterladen + konfigurieren</td></tr>
|
||
<tr><td>KWP-Events als Trigger in Automation-Engine</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Error-Reports im Admin-Bereich</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Taifun-Integration</td><td><span class="verd-p2">Phase 2</span></td><td>Über Adapter</td></tr>
|
||
<tr><td>TopKontor / Streit V.1</td><td><span class="verd-p2">Phase 2</span></td><td>Über Adapter</td></tr>
|
||
<tr><td>Native KWP-API (statt MSSQL-Direkt)</td><td><span class="verd-p2">Phase 2</span></td><td>Falls aus Verhandlung</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">33a. Apps-Engine (Adapter-Layer)</span><span class="module-num">M33a • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">LP-11: Foundation für alle externen Integrationen.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Abstraktes „App"-Konzept (KWP, Gmail, AirCall, ...)</td><td><span class="verd-p1">Phase 1</span></td><td>Jede externe Integration ist eine App</td></tr>
|
||
<tr><td>DataConnection pro Tenant (OAuth-Token / API-Key)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>AppSyncRun mit Logs + Telemetrie</td><td><span class="verd-p1">Phase 1</span></td><td>Einheitlich für alle Apps</td></tr>
|
||
<tr><td>Settings-UI pro App (Status, Last-Sync, Fehler-History)</td><td><span class="verd-p1">Phase 1</span></td><td>Klartext-Diagnostik</td></tr>
|
||
<tr><td>Manueller Re-Sync-Button</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Community-App-Marketplace (33b)</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Template-Marketplace (33c)</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- ============== G. PLATTFORM-KERN ============== -->
|
||
<h2 id="plattform">G. Plattform-Kern</h2>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">20. Dashboard / Reporting</span><span class="module-num">M20 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Konfigurierbares Dashboard pro User/Rolle</td><td><span class="verd-p1">Phase 1</span></td><td>Default-Layouts: GF / Vertriebsleiter / Vertriebler</td></tr>
|
||
<tr><td>Widget: Pipeline-KPIs</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Widget: Deal-Trend</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Widget: Umsatz-Forecast (Volumen × Wahrscheinlichkeit)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Widget: Sales-Performance pro Vertriebler</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Widget: Projekt-Übersicht</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Widget: Task-Completion</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Drag&Drop für Widget-Anordnung</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Delta-Berechnung (Vergleich Vormonat)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Vertriebler-Performance mit Drill-Down (warum)</td><td><span class="verd-p1">Phase 1</span></td><td>Anzahl Anrufe/Mails/Termine</td></tr>
|
||
<tr><td>Strategische KPIs, KI-Wochen-Zusammenfassungen, PL-Mini-Dashboard, Rechnungs-Tracking</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">21. Audit-Log</span><span class="module-num">M21 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Audit-Trail mit Diff (vorher/nachher)</td><td><span class="verd-p1">Phase 1</span></td><td>Für alle wichtigen Entitäten</td></tr>
|
||
<tr><td>Filter nach Person/Modul/Zeitraum</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Suche im Audit-Log</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Export für Compliance-Anfragen</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Aufbewahrungsfrist (24 Monate Default)</td><td><span class="verd-p1">Phase 1</span></td><td>Konfigurierbar pro Tenant</td></tr>
|
||
<tr><td>Effizienz-Metriken, Hash-Chain, Compliance-Reports</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">23. Files / Dokumentenablage</span><span class="module-num">M23 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Files-Browser pro Tenant</td><td><span class="verd-p1">Phase 1</span></td><td>Filterbar nach Entitäts-Kontext</td></tr>
|
||
<tr><td>Chunked Upload mit Progress</td><td><span class="verd-p1">Phase 1</span></td><td>Wichtig für mobile</td></tr>
|
||
<tr><td>Storage komplett auf Scaleway (EU)</td><td><span class="verd-p1">Phase 1</span></td><td>LP-13</td></tr>
|
||
<tr><td>Preview-Generation (PDF/Bild/Office)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Verknüpfung an Entitäten</td><td><span class="verd-p1">Phase 1</span></td><td>Kontakt/Deal/Projekt/User/Form/Auftrag</td></tr>
|
||
<tr><td>Versionierung (gleicher Dateiname → V1, V2, ...)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Berechtigungen (welche Rolle sieht welche Files)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>OCR, KI-Auto-Tagging, Storage-Limits, Archivierung</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">24. Globale Suche</span><span class="module-num">M24 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Cmd+K-Stil-Search im Header</td><td><span class="verd-p1">Phase 1</span></td><td>Überall verfügbar</td></tr>
|
||
<tr><td>Cross-Entity (Kontakte, Firmen, Deals, Projekte, Files, Forms, MA)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Hybrid-Suche (Volltext + Embeddings)</td><td><span class="verd-p1">Phase 1</span></td><td>pgvector + EU-Provider</td></tr>
|
||
<tr><td>Filter nach Entitäts-Typ</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Recent-Searches pro User</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Permission-aware</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Saved Searches, erweiterte Operatoren, Search-Analytics</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">25. Calendar-Sync (Google + MS)</span><span class="module-num">M25 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>OAuth2-Connect Google + Microsoft (pro User)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>HiveGrid → externer Kalender (bidirektional)</td><td><span class="verd-p1">Phase 1</span></td><td>Booking, Projekt-Termine, Plantafel</td></tr>
|
||
<tr><td>Externer Kalender → HiveGrid (read-only)</td><td><span class="verd-p1">Phase 1</span></td><td>Für Verfügbarkeit</td></tr>
|
||
<tr><td>Webhook-Sync (kein Polling)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Konflikt-Handling (Last-Write-Wins + Hinweis)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>iCal-Feed, Resource-Calendar</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">27. Auth / Multi-Tenancy / Rollen / Permissions</span><span class="module-num">M27 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">Plattform-Kern. URL: <code>app.hivegrid.de/{tenant}/...</code></p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Multi-Tenant via Postgres RLS (Dual-DB)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Hardgrenze Admin- vs. App-Routes</td><td><span class="verd-p1">Phase 1</span></td><td>Eigene Layouts, eigene Auth-Schichten</td></tr>
|
||
<tr><td>Email/Pwd + Magic-Link (Default)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Microsoft-OAuth optional</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Google-OAuth bewusst geparkt</td><td><span class="verd-out">Raus aus P1</span></td><td>Würde SIWA-Pflicht triggern</td></tr>
|
||
<tr><td>2FA (TOTP)</td><td><span class="verd-p1">Phase 1</span></td><td>User-Korrektur</td></tr>
|
||
<tr><td>7 vorkonfigurierte Rollen</td><td><span class="verd-p1">Phase 1</span></td><td>GF, VL, Vertriebler, PL/Bauleiter, Büro, Marketing, Monteur</td></tr>
|
||
<tr><td>Frei anlegbare Custom-Rollen</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Permission-Bundles (~20 Schalter pro Modul)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Groups (Filter und Mass-Assign)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Email-Einladung neuer MA</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>API-Keys mit Logs</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Feature-Gating (requireTenantFeatureAccess)</td><td><span class="verd-p1">Phase 1</span></td><td>Convention</td></tr>
|
||
<tr><td>Account-Löschung in der App</td><td><span class="verd-p1">Phase 1</span></td><td>Apple-Pflicht</td></tr>
|
||
<tr><td>IP-Whitelisting, SAML/SSO</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Custom-Subdomain (crm.geerkens.de)</td><td><span class="verd-p2">Phase 2 (Enterprise only)</span></td><td>User-Korrektur</td></tr>
|
||
<tr><td>Hardware-2FA-Keys</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">28. Subscriptions / Billing</span><span class="module-num">M28 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">Pricing-Modell selbst geparkt — Engine flexibel.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Stripe-Checkout mit DPA</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Subscription-Lifecycle (Trial→Active→Past-Due→Cancelled)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Seat-Modell: Büro-Seat + Monteur-Seat</td><td><span class="verd-p1">Phase 1</span></td><td>Spiegelt LP-2</td></tr>
|
||
<tr><td>Trial-Phase 5-7 Tage (Vertrieb gibt frei)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Dunning (Stripe-Standard)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Downgrade-Read-Only-Middleware</td><td><span class="verd-p1">Phase 1</span></td><td>Bei Plan-Ablauf</td></tr>
|
||
<tr><td>Service-Metering (Trigger-Volumen, AI-Token)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>AI-Credits-System</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Self-Service-Signup auf Marketing-Site</td><td><span class="verd-p1">Phase 1</span></td><td><code>hivegrid.de/signup</code></td></tr>
|
||
<tr><td>Demo-Buchung für Enterprise-Anfragen</td><td><span class="verd-p1">Phase 1</span></td><td>Über Booking-Modul</td></tr>
|
||
<tr><td>Keine Pricing/Upgrade-UI in der App</td><td><span class="verd-p1">Phase 1</span></td><td>Apple-Compliance LP-8</td></tr>
|
||
<tr><td>Setup-Fee-Handling</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>In-App-Subscription-Self-Service, Add-On-Käufe, Multi-Tenant-Billing</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">29. Onboarding (neuer Tenant)</span><span class="module-num">M29 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">Deklarativ branchen-modular.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Onboarding-Wizard (Firma, Branche, Größe, Logo)</td><td><span class="verd-p1">Phase 1</span></td><td>SHK pre-selected, andere „Coming soon"</td></tr>
|
||
<tr><td>Demo-Daten-Provisioning</td><td><span class="verd-p1">Phase 1</span></td><td>Vorkonfigurierte SHK-Pipelines, Beispiel-Daten</td></tr>
|
||
<tr><td>SHK-Smart-Setup (Pipelines, Forms, Permissions)</td><td><span class="verd-p1">Phase 1</span></td><td>Deklarativ, plug-in-fähig</td></tr>
|
||
<tr><td>Erste-Schritte-Liste mit Status</td><td><span class="verd-p1">Phase 1</span></td><td>KWP, Mailbox, AirCall, Booking, MA-Einladung</td></tr>
|
||
<tr><td>Mitarbeiter einladen via Email</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>KI-Walkthrough</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Branchen-Templates Elektro/Maler</td><td><span class="verd-p2">Phase 2</span></td><td>Plug-in über deklarative Konfiguration</td></tr>
|
||
<tr><td>Migration-Tools (HubSpot/Quiply-Importer)</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>CSV-Bulk-Import für Bestandsdaten</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">30. i18n / Mehrsprachigkeit</span><span class="module-num">M30 • <span class="verd-p1">Phase 1 (DE-only, Library extrem sauber)</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>i18n-Library mit allen Strings extern</td><td><span class="verd-p1">Phase 1</span></td><td>Kein hartkodierter Text irgendwo</td></tr>
|
||
<tr><td>DE-Locale befüllt</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Sprache pro User wählbar</td><td><span class="verd-p1">Phase 1</span></td><td>Setting (zeigt nur DE bis weitere kommen)</td></tr>
|
||
<tr><td>EN-Locale</td><td><span class="verd-p2">Phase 2</span></td><td>Via DeepL-Pipeline</td></tr>
|
||
<tr><td>TR/PL für Monteur-UI</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>Chat-Auto-Übersetzung über KI</td><td><span class="verd-p2">Phase 2</span></td><td>KI-Killer-Feature</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">31. Branding / Theme</span><span class="module-num">M31 • <span class="verd-p1">Phase 1 (nur Light/Dark)</span></span></div>
|
||
<p class="module-summary">User-Korrektur: Logo/Primärfarbe etc. alles Phase 2, nur Dark-Mode P1.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Light/Dark-Mode pro User</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Tenant-Logo, Primärfarbe, Tenant-Name in UI</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
<tr><td>White-Label, Custom-Fonts, Email-Templates, Custom-Login</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">32. Feature-Flags</span><span class="module-num">M32 • <span class="verd-p1">Phase 1 (minimal, Admin-Tool)</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Boolean-Flags pro Tenant aktivierbar</td><td><span class="verd-p1">Phase 1</span></td><td>Von uns Admin-side</td></tr>
|
||
<tr><td>Filter (z.B. „Tenants mit Größe > 50 MA")</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Admin-UI An-/Aus-Schalten</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>User-spezifische Flags, Tenant-self-service</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">34. Public API & Webhooks</span><span class="module-num">M34 • <span class="verd-p1">Phase 1 (basic)</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Read-API (GET) für Hauptentitäten</td><td><span class="verd-p1">Phase 1</span></td><td>Kontakte, Firmen, Deals, Projekte, Tasks</td></tr>
|
||
<tr><td>Eingehende Webhooks (Lead-Push)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Ausgehende Webhooks als Automation-Action</td><td><span class="verd-p1">Phase 1</span></td><td>Ist in Engine schon drin</td></tr>
|
||
<tr><td>API-Key-Verwaltung mit Logs & Scopes</td><td><span class="verd-p1">Phase 1</span></td><td>Tenant-Settings</td></tr>
|
||
<tr><td>Rate-Limiting via Metering</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>OpenAPI-Doku (auto-generiert)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Voll-CRUD-API + GraphQL + OAuth2-für-Drittanbieter + granulare Scopes + Versioning</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- ============== H. MOBILE & DSGVO ============== -->
|
||
<h2 id="mobile">H. Mobile & DSGVO</h2>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">35. DSGVO-Export / Löschung</span><span class="module-num">M35 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>User-Account-Löschung in der App</td><td><span class="verd-p1">Phase 1</span></td><td>Apple-Pflicht seit 2022</td></tr>
|
||
<tr><td>Tenant-Daten-Export (ZIP mit JSON)</td><td><span class="verd-p1">Phase 1</span></td><td>DSGVO + Vendor-Lock-in-Vermeidung</td></tr>
|
||
<tr><td>User-Daten-Export für jeden User</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Tenant-Lösch-Workflow (30-Tage-Grace, dann Hard-Delete)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>AVV-Vertrag auto im Onboarding</td><td><span class="verd-p1">Phase 1</span></td><td>Elektronisch unterschrieben</td></tr>
|
||
<tr><td>Privacy-Manifest für Capacitor-App</td><td><span class="verd-p1">Phase 1</span></td><td>Apple-Pflicht seit 2024</td></tr>
|
||
<tr><td>Drittanbieter-Liste sichtbar im Tenant-Settings</td><td><span class="verd-p1">Phase 1</span></td><td>Subprozessoren</td></tr>
|
||
<tr><td>Pseudonymisierungs-Toggle, Drittland-Audit-Log, DSFA-Generator</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">36. Mobile-App (Capacitor)</span><span class="module-num">M36 • <span class="verd-p1">Phase 1</span></span></div>
|
||
<p class="module-summary">Capacitor-Wrapper um Web-App. Apple-Compliance über Enterprise-Services-Ausnahme.</p>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Web-App mobile-first responsive (PWA-fähig)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Capacitor-Wrapper iOS + Android</td><td><span class="verd-p1">Phase 1</span></td><td>Selber Code wie Web</td></tr>
|
||
<tr><td>Push-Notifications (APNs/FCM)</td><td><span class="verd-p1">Phase 1</span></td><td>Über Novu</td></tr>
|
||
<tr><td>Face-ID / Touch-ID Login</td><td><span class="verd-p1">Phase 1</span></td><td>capacitor-biometric-auth</td></tr>
|
||
<tr><td>Kamera (Foto-Upload)</td><td><span class="verd-p1">Phase 1</span></td><td>Acceptance, Form-Foto</td></tr>
|
||
<tr><td>Account-Löschung in der App</td><td><span class="verd-p1">Phase 1</span></td><td>Aus Modul 35</td></tr>
|
||
<tr><td>Privacy-Manifest sauber</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Reviewer-Demo-Account</td><td><span class="verd-p1">Phase 1</span></td><td>Default-Onboarding-Schritt</td></tr>
|
||
<tr><td>Submission: Erst Google Play, dann Apple</td><td><span class="verd-p1">Phase 1</span></td><td>Mit TestFlight Pre-Submit</td></tr>
|
||
<tr><td>Apple-Compliance: Login-only-Framing, keine Pricing-UI</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td><strong>Offline-Read</strong> (Service-Worker + IndexedDB)</td><td><span class="verd-p1">Phase 1</span></td><td>User-Korrektur: dringend</td></tr>
|
||
<tr><td><strong>Offline-Write-Queue</strong></td><td><span class="verd-p1">Phase 1</span></td><td>Foto, Checkliste, Notes, Task-Status, Acceptance</td></tr>
|
||
<tr><td>Sync-on-Reconnect (Append-only / Last-Write-Wins / Konflikt-View)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Sync-Indikator („3 Änderungen warten auf Upload")</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Pre-Caching (heutige Aufträge + Stammdaten)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>NFC, Bluetooth, CodePush, CRDT-Co-Editing</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- ============== I. ADMIN & SUPPORT ============== -->
|
||
<h2 id="admin">I. Admin & Support</h2>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">37. Plattform-Admin (für uns)</span><span class="module-num">M37 • <span class="verd-p1">Phase 1 (basic)</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Tenant-Übersicht (alle Tenants, Status, MRR)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>User-Übersicht</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Subscription-Management</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Feature-Flag-Verwaltung</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Health/Metrics-Dashboard</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Audit-Trails über alle Tenants</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Manueller Tenant-Anlegen (für Demo/Sales)</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>Manueller Trial-Verlängerungs-Button</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>AI-Generations-Logs, KB-Verwaltung global, Help-Desk-Backend, Marketing-Tools</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">38. Help-Center (öffentlich, für Tenant-User)</span><span class="module-num">M38 • <span class="verd-p1">Phase 1 (minimal)</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>~10-20 Markdown-Artikel</td><td><span class="verd-p1">Phase 1</span></td><td>Erste Schritte, KWP-Setup, Automation-Builder, ...</td></tr>
|
||
<tr><td>Public Help-Pages</td><td><span class="verd-p1">Phase 1</span></td><td><code>app.hivegrid.de/help/...</code></td></tr>
|
||
<tr><td>KI-gestützte Artikel-Suche, mehrsprachige Help-Artikel</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">39. Help-Desk / Support (Tenant kontaktiert uns)</span><span class="module-num">M39 • <span class="verd-p1">Phase 1 (basic)</span></span></div>
|
||
<table>
|
||
<thead><tr><th class="col-feat">Sub-Feature</th><th class="col-verd">Verdikt</th><th class="col-note">Anmerkung</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>Support-Email-Adresse</td><td><span class="verd-p1">Phase 1</span></td><td></td></tr>
|
||
<tr><td>In-App-Feedback-Widget („Problem melden")</td><td><span class="verd-p1">Phase 1</span></td><td>Landet in Admin-Bereich</td></tr>
|
||
<tr><td>In-App-Live-Chat, Ticket-System, NPS-Surveys</td><td><span class="verd-p2">Phase 2</span></td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="module-box">
|
||
<div class="module-header"><span class="module-title">40. CMS / Sites / Blog / Pages</span><span class="module-num">M40 • <span class="verd-out">Komplett raus</span></span></div>
|
||
<p class="module-summary">User-Korrektur: komplett raus, auch Phase 2/3. Marketing-Site <code>hivegrid.de</code> ist eigene Sache.</p>
|
||
</div>
|
||
|
||
<!-- ============== J. ANTI-LISTE ============== -->
|
||
<h2 id="anti" class="pagebreak">J. Anti-Liste — explizit NICHT in Phase 1</h2>
|
||
<div class="anti-list">
|
||
<p>Diese Sachen sind <strong>namentlich verbannt</strong> aus Phase 1. Wenn Noah oder jemand anderes sie ansprechen will → Change-Request, niemals stillschweigend mitnehmen.</p>
|
||
<ul>
|
||
<li>WhatsApp komplett (auch nicht Standard-Inbox)</li>
|
||
<li>Knowledge Base / Wiki intern</li>
|
||
<li>Eigene Rechnungs-UI / Buchhaltungs-Adapter (LexOffice, sevDesk, FastBill, Datev)</li>
|
||
<li>Customer-Portal: bidirektionale Kommunikation, Blog, Multi-Portal-Branding</li>
|
||
<li>HiveMind als autonomer Agent (Custom-Tools, Scheduled-Actions)</li>
|
||
<li>Taifun, TopKontor, Streit V.1 (nur KWP zum Launch)</li>
|
||
<li>Sipgate Telefonie</li>
|
||
<li>Branding über Light/Dark-Mode hinaus (kein Logo, keine Primärfarbe in Phase 1)</li>
|
||
<li>IP-Whitelisting, SAML, 2FA-Hardware-Keys</li>
|
||
<li>API-Schreib-Operationen, GraphQL</li>
|
||
<li>Community-App-Marketplace, Template-Marketplace</li>
|
||
<li>Sites / MySite / Blog / CMS — auch Phase 2/3 raus</li>
|
||
<li>Form-Verzweigungslogik, Form-Charts/Reporting</li>
|
||
<li>Versionierung von Angeboten (V1/V2/V3)</li>
|
||
<li>WhatsApp-Marketing</li>
|
||
<li>Apple-Login (nur falls Reviewer drauf besteht)</li>
|
||
<li>Google-OAuth (würde SIWA-Pflicht triggern)</li>
|
||
<li>Sub-Workflows, Loops in Automation-Engine</li>
|
||
<li>CSV-Bulk-Import (für Migration aus Bestandssystem)</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- ============== K. ARCHITEKTUR-VORSCHRIFTEN ============== -->
|
||
<h2 id="arch">K. Architektur-Vorschriften (bauliche Pflicht jedes Modul-Spec)</h2>
|
||
<div class="arch-rules">
|
||
<ol>
|
||
<li><strong>Klartext-Diagnostik pro Feature</strong> (LP-10) — Pflicht-Abschnitt im Spec, fest formulierte Texte</li>
|
||
<li><strong>Adapter-Pattern für Integrationen</strong> (LP-11) — auch wenn nur 1 Implementierung</li>
|
||
<li><strong>Branchen-Templates deklarativ, nicht hartkodiert</strong> — Onboarding-Wizard liest Templates aus Konfiguration</li>
|
||
<li><strong>i18n: alle Strings extern</strong> (LP-12) — kein hartkodierter Text</li>
|
||
<li><strong>Permissions-aware-Default</strong> — jede Liste/Suche/View filtert nach User-Permissions</li>
|
||
<li><strong>Audit-Trail-Default</strong> — jede schreibende Aktion wird auditierbar geloggt</li>
|
||
<li><strong>Feature-Flag-Hülle</strong> — neue Features mit Flag eingeführt, dann breit ausgerollt</li>
|
||
<li><strong>Idempotenz pro Automation-Action</strong> (EC-3)</li>
|
||
<li><strong>Anti-Liste + Change-Request-Mechanismus</strong> zwischen Raphael und Noah (PM-1)</li>
|
||
<li><strong>Dry-Run + Reversibilität für KI-erzeugte Aktionen</strong> (PM-3)</li>
|
||
<li><strong>Schema-Drift-Sentinel</strong> für jede ERP-Anbindung (PM-4, EC-7)</li>
|
||
<li><strong>EU-Stack komplett: Hosting + KI</strong> (PM-5, LP-13)</li>
|
||
<li><strong>Multi-Provider-Fallback für KI</strong> (EC-6)</li>
|
||
<li><strong>Promptfoo-Eval-Suite mit Injection-Vektoren</strong> (EC-5)</li>
|
||
<li><strong>Optimistic Locking + Last-Write-Wins-mit-Sichtbarkeit</strong> für ERP-Sync-Konflikte (EC-9)</li>
|
||
<li><strong>Rate-Limiting + Anomalie-Detection</strong> für Automation-Trigger (EC-1)</li>
|
||
<li><strong>Loop-Guard mit Klartext-Stopp und Pre-Save-Validation</strong> (EC-2)</li>
|
||
<li><strong>Heartbeat + Auto-Recovery</strong> für ERP-Sync-Clients (EC-7)</li>
|
||
<li><strong>Persistente Queue mit Timestamps + Rate-Limited-Replay</strong> für ERP-Sync (EC-8)</li>
|
||
<li><strong>Action-Boundary für KI</strong>: keine schreibenden Aktionen aus RAG/External ohne User-Bestätigung (EC-5)</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<!-- ============== L. PARKED ============== -->
|
||
<h2 id="parked">L. Geparkte Themen (eigene Runden)</h2>
|
||
<div class="module-box">
|
||
<ul class="tight">
|
||
<li><strong>Migration aus Bestandssystem</strong> (HubSpot/Quiply/KWP) — Datenbestand übernehmen, Mapping-Strategie</li>
|
||
<li><strong>Pricing-Modell konkret</strong> — Cloud / Cloud+ / Enterprise; Trigger-Volumen-Aufpreis; Setup-Fee; Seat-Preise</li>
|
||
<li><strong>Sales-Flow Self-Service vs. Enterprise-Demo</strong> — konkrete Prozesse, Trial-Ablauf</li>
|
||
<li><strong>Detail-Spec pro Modul</strong> gemäß LP-9 (Menüpfade, Entitäten, Funktionen, Permissions, Übergänge, Klartext-Fehler)</li>
|
||
<li><strong>Nach KWP-Geschäftsführer-Termin</strong>: Native-Integration neu evaluieren, vereinfacht Modul 19 ggf.</li>
|
||
</ul>
|
||
</div>
|
||
|
||
</body>
|
||
</html>
|