feat(projekt): Projektmanagement-Tiefe nach Buch & Leitfaden v3.0

Operationalisiert den ToolCTRL-Projektmanagement-Leitfaden auf der
Projekt-Detailseite (hybrid: Cockpit-Primitive nativ, Schwergewichtiges
per Outline-Link):

- Projekt-Modus (Relax/Standard/Eskalation/Taskforce) + Dashboard-Surfacing
- Risiko- & Chancen-Register (Wahrscheinlichkeit×Auswirkung, Showstopper,
  Owner, Strategie) — offene Showstopper landen auf dem Dashboard
- Stakeholder-Analyse mit Macht/Interesse-Matrix
- Ziel & Definition: SMART-Ziel, Nicht-Ziele, Liefergegenstaende, Maxime,
  Zieldreieck (welche Ecke gibt nach)
- Meilensteine editierbar inkl. Ergebnis/Kundennutzen, Freitags-/
  Feiertags-Warnung, Mindest-2-Hinweis
- Phasen-Lebenszyklus (Definition→Planung→Umsetzung→Abschluss) mit Gate-Reviews
- Projekt-Statusbericht (Ampel/Trend/Text, extern-Flag, Verlauf) — speist
  statusCache & Pflicht-Minimum
- Änderungs-Log (Scope-Creep-Schutz), strukturierter Abschluss mit
  Checkliste + Abschlussvermerk

Migrationen 0009_pm_insights + 0010_leitfaden_phases. Enthält auch die
gemeinsame schema.ts (inkl. Lead-Tabellen aus dem Vor-Commit) und Seed.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

apps/api/src/routers/_app.ts

@@ -6,6 +6,10 @@ import { userRouter } from './user.js';
 import { dashboardRouter } from './dashboard.js';
 import { projectRouter } from './project.js';
 import { dealRouter, gtmRouter } from './deal.js';
+import { leadRouter } from './lead.js';
+import { riskRouter } from './risk.js';
+import { stakeholderRouter } from './stakeholder.js';
+import { changeRouter } from './change.js';
 import { campaignRouter } from './campaign.js';
 import { areaRouter } from './area.js';
 import { blockerRouter } from './blocker.js';
@@ -21,6 +25,10 @@ export const appRouter = router({
   project: projectRouter,
   deal: dealRouter,
   gtm: gtmRouter,
+  lead: leadRouter,
+  risk: riskRouter,
+  stakeholder: stakeholderRouter,
+  change: changeRouter,
   campaign: campaignRouter,
   blocker: blockerRouter,
   dayEntry: dayEntryRouter,

apps/api/src/routers/change.ts

@@ -0,0 +1,62 @@
+import { TRPCError } from '@trpc/server';
+import { desc, eq } from 'drizzle-orm';
+import { changeEntry, user } from '@cockpit/db';
+import { ChangeSchemas } from '@cockpit/shared';
+import { router, protectedProcedure } from '../trpc.js';
+
+export const changeRouter = router({
+  forProject: protectedProcedure
+    .input(ChangeSchemas.changeForProjectInput)
+    .query(async ({ ctx, input }) => {
+      const rows = await ctx.db
+        .select({ change: changeEntry, authorName: user.name })
+        .from(changeEntry)
+        .leftJoin(user, eq(user.id, changeEntry.createdBy))
+        .where(eq(changeEntry.projectId, input.projectId))
+        .orderBy(desc(changeEntry.createdAt));
+      return rows.map((r) => ({ ...r.change, authorName: r.authorName }));
+    }),
+
+  create: protectedProcedure
+    .input(ChangeSchemas.createChangeInput)
+    .mutation(async ({ ctx, input }) => {
+      const [created] = await ctx.db
+        .insert(changeEntry)
+        .values({
+          projectId: input.projectId,
+          titel: input.titel,
+          auswirkung: input.auswirkung ?? null,
+          entscheidung: input.entscheidung,
+          createdBy: ctx.user.id,
+        })
+        .returning();
+      return created;
+    }),
+
+  update: protectedProcedure
+    .input(ChangeSchemas.updateChangeInput)
+    .mutation(async ({ ctx, input }) => {
+      const { id, ...patch } = input;
+      if (Object.keys(patch).length === 0) {
+        const existing = (
+          await ctx.db.select().from(changeEntry).where(eq(changeEntry.id, id)).limit(1)
+        )[0];
+        if (!existing) throw new TRPCError({ code: 'NOT_FOUND', message: 'Eintrag nicht gefunden.' });
+        return existing;
+      }
+      const [updated] = await ctx.db
+        .update(changeEntry)
+        .set(patch)
+        .where(eq(changeEntry.id, id))
+        .returning();
+      if (!updated) throw new TRPCError({ code: 'NOT_FOUND', message: 'Eintrag nicht gefunden.' });
+      return updated;
+    }),
+
+  remove: protectedProcedure
+    .input(ChangeSchemas.removeChangeInput)
+    .mutation(async ({ ctx, input }) => {
+      await ctx.db.delete(changeEntry).where(eq(changeEntry.id, input.id));
+      return { ok: true as const };
+    }),
+});

apps/api/src/routers/dashboard.ts

@@ -1,5 +1,5 @@
-import { and, eq, isNotNull, isNull, count } from 'drizzle-orm';
-import { area, project, blocker, dayEntry, user, type Area, type Project } from '@cockpit/db';
+import { and, eq, ne, isNotNull, isNull, count } from 'drizzle-orm';
+import { area, project, blocker, dayEntry, user, risk, type Area, type Project } from '@cockpit/db';
 import { router, protectedProcedure } from '../trpc.js';
 import { todayIso, previousWerktag } from '../lib/werktag.js';
 import { aggregateAreaAmpel } from '../lib/ampel.js';
@@ -7,7 +7,7 @@ import { aggregateAreaAmpel } from '../lib/ampel.js';
 export const dashboardRouter = router({
   overview: protectedProcedure.query(async ({ ctx }) => {
     const todayDate = todayIso();
-    const [areas, allProjects, openBlockers, todayPresence, totalActiveUsers, feedRows] =
+    const [areas, allProjects, openBlockers, todayPresence, totalActiveUsers, feedRows, showstopperRows] =
       await Promise.all([
         ctx.db.select().from(area).orderBy(area.order),
         ctx.db.select().from(project).where(eq(project.archiviert, false)),
@@ -33,6 +33,23 @@ export const dashboardRouter = router({
           .where(and(isNotNull(dayEntry.publishedAt), eq(dayEntry.status, 'full')))
           .orderBy(dayEntry.publishedAt)
           .limit(50),
+        ctx.db
+          .select({
+            id: risk.id,
+            title: risk.title,
+            projectId: risk.projectId,
+            projectName: project.name,
+          })
+          .from(risk)
+          .innerJoin(project, eq(project.id, risk.projectId))
+          .where(
+            and(
+              eq(risk.showstopper, true),
+              eq(risk.kind, 'risiko'),
+              ne(risk.status, 'geschlossen'),
+              eq(project.archiviert, false),
+            ),
+          ),
       ]);
 
     const projectsByArea = new Map<string, Project[]>();
@@ -78,6 +95,10 @@ export const dashboardRouter = router({
         fehlende,
       },
       jourfixe: { nextDate: nextJourfixe(todayDate), label: 'Di 11:00' },
+      showstoppers: showstopperRows,
+      kritischeModi: allProjects
+        .filter((p) => p.modus === 'eskalation' || p.modus === 'taskforce')
+        .map((p) => ({ id: p.id, name: p.name, areaId: p.areaId, modus: p.modus })),
       pflichtMinimumOffen: allProjects
         .filter((p) => Object.values(p.pflichtMinimumState).some((v) => v === false))
         .map((p) => ({ id: p.id, name: p.name, areaId: p.areaId })),

apps/api/src/routers/project.ts

@@ -1,10 +1,16 @@
 import { TRPCError } from '@trpc/server';
 import { z } from 'zod';
 import { and, eq, desc } from 'drizzle-orm';
-import { project, milestone, area, user, type Project } from '@cockpit/db';
+import { project, milestone, area, user, projectStatus, phaseGate, type Project } from '@cockpit/db';
 import { ProjectSchemas } from '@cockpit/shared';
 import { router, protectedProcedure } from '../trpc.js';
 
+const PHASE_ORDER = ['definition', 'planung', 'umsetzung', 'abschluss'] as const;
+function nextPhase(p: (typeof PHASE_ORDER)[number]): (typeof PHASE_ORDER)[number] {
+  const i = PHASE_ORDER.indexOf(p);
+  return PHASE_ORDER[Math.min(i + 1, PHASE_ORDER.length - 1)]!;
+}
+
 const byAreaInput = z.object({
   slug: z.string().min(1),
   includeArchived: z.boolean().optional(),
@@ -120,7 +126,9 @@ export const projectRouter = router({
         .set({
           archiviert: true,
           archiviertAm: new Date(),
+          phase: 'abschluss',
           lessonsLearnedUrl: input.lessonsLearnedUrl,
+          abschlussvermerk: input.abschlussvermerk ?? p.abschlussvermerk,
           pflichtMinimumState: { ...p.pflichtMinimumState, retrospektive: true },
         })
         .where(eq(project.id, input.projectId))
@@ -128,6 +136,95 @@ export const projectRouter = router({
       return updated as Project;
     }),
 
+  // Phase direkt setzen (Leitfaden Kap. 2).
+  setPhase: protectedProcedure
+    .input(ProjectSchemas.setPhaseInput)
+    .mutation(async ({ ctx, input }) => {
+      const [updated] = await ctx.db
+        .update(project)
+        .set({ phase: input.phase, updatedAt: new Date() })
+        .where(eq(project.id, input.projectId))
+        .returning();
+      if (!updated) throw new TRPCError({ code: 'NOT_FOUND', message: 'Projekt nicht gefunden.' });
+      return updated;
+    }),
+
+  // Gate-Review am Phasenende (Leitfaden Kap. 5), optional Folgephase freigeben.
+  addPhaseGate: protectedProcedure
+    .input(ProjectSchemas.addPhaseGateInput)
+    .mutation(async ({ ctx, input }) => {
+      const [gate] = await ctx.db
+        .insert(phaseGate)
+        .values({
+          projectId: input.projectId,
+          phase: input.phase,
+          ergebnisErreicht: input.ergebnisErreicht,
+          notiz: input.notiz ?? null,
+          reviewedBy: ctx.user.id,
+        })
+        .returning();
+      if (input.advance) {
+        await ctx.db
+          .update(project)
+          .set({ phase: nextPhase(input.phase), updatedAt: new Date() })
+          .where(eq(project.id, input.projectId));
+      }
+      return gate;
+    }),
+
+  phaseGates: protectedProcedure
+    .input(ProjectSchemas.phaseGatesInput)
+    .query(async ({ ctx, input }) => {
+      return ctx.db
+        .select()
+        .from(phaseGate)
+        .where(eq(phaseGate.projectId, input.projectId))
+        .orderBy(desc(phaseGate.reviewedAt));
+    }),
+
+  // Statusbericht erfassen (Leitfaden Kap. 5) — speist statusCache + Pflicht-Minimum.
+  addStatus: protectedProcedure
+    .input(ProjectSchemas.addProjectStatusInput)
+    .mutation(async ({ ctx, input }) => {
+      const p = (
+        await ctx.db.select().from(project).where(eq(project.id, input.projectId)).limit(1)
+      )[0];
+      if (!p) throw new TRPCError({ code: 'NOT_FOUND', message: 'Projekt nicht gefunden.' });
+      const [created] = await ctx.db
+        .insert(projectStatus)
+        .values({
+          projectId: input.projectId,
+          ampel: input.ampel,
+          trend: input.trend ?? null,
+          text: input.text ?? null,
+          externSichtbar: input.externSichtbar,
+          createdBy: ctx.user.id,
+        })
+        .returning();
+      await ctx.db
+        .update(project)
+        .set({
+          statusCache: input.ampel,
+          trendCache: input.trend ?? null,
+          pflichtMinimumState: { ...p.pflichtMinimumState, status_aktuell: true },
+          updatedAt: new Date(),
+        })
+        .where(eq(project.id, input.projectId));
+      return created;
+    }),
+
+  statusHistory: protectedProcedure
+    .input(ProjectSchemas.projectStatusHistoryInput)
+    .query(async ({ ctx, input }) => {
+      const rows = await ctx.db
+        .select({ status: projectStatus, authorName: user.name })
+        .from(projectStatus)
+        .leftJoin(user, eq(user.id, projectStatus.createdBy))
+        .where(eq(projectStatus.projectId, input.projectId))
+        .orderBy(desc(projectStatus.createdAt));
+      return rows.map((r) => ({ ...r.status, authorName: r.authorName }));
+    }),
+
   setMilestoneStatus: protectedProcedure
     .input(ProjectSchemas.setMilestoneStatusInput)
     .mutation(async ({ ctx, input }) => {
@@ -139,6 +236,121 @@ export const projectRouter = router({
       return updated;
     }),
 
+  // Projekt-Modus setzen (Buch Kap. 4): muss jederzeit ans Team kommuniziert sein.
+  setModus: protectedProcedure
+    .input(ProjectSchemas.setModusInput)
+    .mutation(async ({ ctx, input }) => {
+      const [updated] = await ctx.db
+        .update(project)
+        .set({ modus: input.modus, updatedAt: new Date() })
+        .where(eq(project.id, input.projectId))
+        .returning();
+      if (!updated) throw new TRPCError({ code: 'NOT_FOUND', message: 'Projekt nicht gefunden.' });
+      return updated;
+    }),
+
+  // Maxime / Beschreibung / DoD bearbeiten (Ziel-Disziplin).
+  update: protectedProcedure
+    .input(ProjectSchemas.updateProjectInput)
+    .mutation(async ({ ctx, input }) => {
+      const { projectId, ...patch } = input;
+      if (Object.keys(patch).length === 0) {
+        const existing = (
+          await ctx.db.select().from(project).where(eq(project.id, projectId)).limit(1)
+        )[0];
+        if (!existing) throw new TRPCError({ code: 'NOT_FOUND', message: 'Projekt nicht gefunden.' });
+        return existing;
+      }
+      const [updated] = await ctx.db
+        .update(project)
+        .set({ ...patch, updatedAt: new Date() })
+        .where(eq(project.id, projectId))
+        .returning();
+      if (!updated) throw new TRPCError({ code: 'NOT_FOUND', message: 'Projekt nicht gefunden.' });
+      return updated;
+    }),
+
+  addMilestone: protectedProcedure
+    .input(ProjectSchemas.addMilestoneInput)
+    .mutation(async ({ ctx, input }) => {
+      const existing = await ctx.db
+        .select({ id: milestone.id })
+        .from(milestone)
+        .where(eq(milestone.projectId, input.projectId));
+      const [created] = await ctx.db
+        .insert(milestone)
+        .values({
+          projectId: input.projectId,
+          title: input.title,
+          due: input.due ?? null,
+          order: existing.length,
+        })
+        .returning();
+      // Pflicht-Minimum-Punkt „Meilensteine" nachziehen (Buch: mind. 2).
+      const p = (
+        await ctx.db.select().from(project).where(eq(project.id, input.projectId)).limit(1)
+      )[0];
+      if (p) {
+        await ctx.db
+          .update(project)
+          .set({
+            pflichtMinimumState: {
+              ...p.pflichtMinimumState,
+              meilensteine: existing.length + 1 >= 2,
+            },
+          })
+          .where(eq(project.id, input.projectId));
+      }
+      return created;
+    }),
+
+  updateMilestone: protectedProcedure
+    .input(ProjectSchemas.updateMilestoneInput)
+    .mutation(async ({ ctx, input }) => {
+      const { milestoneId, ...patch } = input;
+      if (Object.keys(patch).length === 0) {
+        const existing = (
+          await ctx.db.select().from(milestone).where(eq(milestone.id, milestoneId)).limit(1)
+        )[0];
+        if (!existing) throw new TRPCError({ code: 'NOT_FOUND', message: 'Meilenstein nicht gefunden.' });
+        return existing;
+      }
+      const [updated] = await ctx.db
+        .update(milestone)
+        .set(patch)
+        .where(eq(milestone.id, milestoneId))
+        .returning();
+      if (!updated) throw new TRPCError({ code: 'NOT_FOUND', message: 'Meilenstein nicht gefunden.' });
+      return updated;
+    }),
+
+  removeMilestone: protectedProcedure
+    .input(ProjectSchemas.removeMilestoneInput)
+    .mutation(async ({ ctx, input }) => {
+      const [removed] = await ctx.db
+        .delete(milestone)
+        .where(eq(milestone.id, input.milestoneId))
+        .returning({ projectId: milestone.projectId });
+      if (removed) {
+        const rest = await ctx.db
+          .select({ id: milestone.id })
+          .from(milestone)
+          .where(eq(milestone.projectId, removed.projectId));
+        const p = (
+          await ctx.db.select().from(project).where(eq(project.id, removed.projectId)).limit(1)
+        )[0];
+        if (p) {
+          await ctx.db
+            .update(project)
+            .set({
+              pflichtMinimumState: { ...p.pflichtMinimumState, meilensteine: rest.length >= 2 },
+            })
+            .where(eq(project.id, removed.projectId));
+        }
+      }
+      return { ok: true as const };
+    }),
+
   listArchived: protectedProcedure.query(async ({ ctx }) => {
     return await ctx.db
       .select()

apps/api/src/routers/risk.ts

@@ -0,0 +1,65 @@
+import { TRPCError } from '@trpc/server';
+import { desc, eq } from 'drizzle-orm';
+import { risk } from '@cockpit/db';
+import { RiskSchemas } from '@cockpit/shared';
+import { router, protectedProcedure } from '../trpc.js';
+
+export const riskRouter = router({
+  forProject: protectedProcedure
+    .input(RiskSchemas.riskForProjectInput)
+    .query(async ({ ctx, input }) => {
+      return ctx.db
+        .select()
+        .from(risk)
+        .where(eq(risk.projectId, input.projectId))
+        .orderBy(desc(risk.showstopper), desc(risk.createdAt));
+    }),
+
+  create: protectedProcedure
+    .input(RiskSchemas.createRiskInput)
+    .mutation(async ({ ctx, input }) => {
+      const [created] = await ctx.db
+        .insert(risk)
+        .values({
+          projectId: input.projectId,
+          kind: input.kind,
+          title: input.title,
+          wahrscheinlichkeit: input.wahrscheinlichkeit,
+          auswirkung: input.auswirkung,
+          herkunft: input.herkunft ?? null,
+          showstopper: input.showstopper,
+          massnahme: input.massnahme ?? null,
+          strategie: input.strategie ?? null,
+          ownerUserId: input.ownerUserId ?? null,
+          status: input.status,
+          createdBy: ctx.user.id,
+        })
+        .returning();
+      return created;
+    }),
+
+  update: protectedProcedure
+    .input(RiskSchemas.updateRiskInput)
+    .mutation(async ({ ctx, input }) => {
+      const { id, ...patch } = input;
+      if (Object.keys(patch).length === 0) {
+        const existing = (await ctx.db.select().from(risk).where(eq(risk.id, id)).limit(1))[0];
+        if (!existing) throw new TRPCError({ code: 'NOT_FOUND', message: 'Eintrag nicht gefunden.' });
+        return existing;
+      }
+      const [updated] = await ctx.db
+        .update(risk)
+        .set({ ...patch, updatedAt: new Date() })
+        .where(eq(risk.id, id))
+        .returning();
+      if (!updated) throw new TRPCError({ code: 'NOT_FOUND', message: 'Eintrag nicht gefunden.' });
+      return updated;
+    }),
+
+  remove: protectedProcedure
+    .input(RiskSchemas.removeRiskInput)
+    .mutation(async ({ ctx, input }) => {
+      await ctx.db.delete(risk).where(eq(risk.id, input.id));
+      return { ok: true as const };
+    }),
+});

apps/api/src/routers/stakeholder.ts

@@ -0,0 +1,71 @@
+import { TRPCError } from '@trpc/server';
+import { asc, eq, sql } from 'drizzle-orm';
+import { stakeholder } from '@cockpit/db';
+import { StakeholderSchemas } from '@cockpit/shared';
+import { router, protectedProcedure } from '../trpc.js';
+
+export const stakeholderRouter = router({
+  forProject: protectedProcedure
+    .input(StakeholderSchemas.stakeholderForProjectInput)
+    .query(async ({ ctx, input }) => {
+      return ctx.db
+        .select()
+        .from(stakeholder)
+        .where(eq(stakeholder.projectId, input.projectId))
+        .orderBy(asc(stakeholder.order), asc(stakeholder.createdAt));
+    }),
+
+  create: protectedProcedure
+    .input(StakeholderSchemas.createStakeholderInput)
+    .mutation(async ({ ctx, input }) => {
+      const count =
+        (
+          await ctx.db
+            .select({ c: sql<number>`count(*)::int` })
+            .from(stakeholder)
+            .where(eq(stakeholder.projectId, input.projectId))
+        )[0]?.c ?? 0;
+      const [created] = await ctx.db
+        .insert(stakeholder)
+        .values({
+          projectId: input.projectId,
+          name: input.name,
+          rolle: input.rolle ?? null,
+          interesse: input.interesse,
+          einfluss: input.einfluss,
+          haltung: input.haltung,
+          beduerfnis: input.beduerfnis ?? null,
+          notiz: input.notiz ?? null,
+          order: count,
+        })
+        .returning();
+      return created;
+    }),
+
+  update: protectedProcedure
+    .input(StakeholderSchemas.updateStakeholderInput)
+    .mutation(async ({ ctx, input }) => {
+      const { id, ...patch } = input;
+      if (Object.keys(patch).length === 0) {
+        const existing = (
+          await ctx.db.select().from(stakeholder).where(eq(stakeholder.id, id)).limit(1)
+        )[0];
+        if (!existing) throw new TRPCError({ code: 'NOT_FOUND', message: 'Stakeholder nicht gefunden.' });
+        return existing;
+      }
+      const [updated] = await ctx.db
+        .update(stakeholder)
+        .set(patch)
+        .where(eq(stakeholder.id, id))
+        .returning();
+      if (!updated) throw new TRPCError({ code: 'NOT_FOUND', message: 'Stakeholder nicht gefunden.' });
+      return updated;
+    }),
+
+  remove: protectedProcedure
+    .input(StakeholderSchemas.removeStakeholderInput)
+    .mutation(async ({ ctx, input }) => {
+      await ctx.db.delete(stakeholder).where(eq(stakeholder.id, input.id));
+      return { ok: true as const };
+    }),
+});

apps/web/src/lib/project-meta.ts

@@ -0,0 +1,114 @@
+// Anzeige-Metadaten für die PM-Insights-Features (Modus, Risiken, Stakeholder).
+
+export type ProjectModus = 'relax' | 'standard' | 'eskalation' | 'taskforce';
+
+export const MODUS_META: Record<ProjectModus, { label: string; badge: string; hint: string }> = {
+  relax: {
+    label: 'Relax',
+    badge: 'bg-[var(--color-ampel-green-bg)] text-[var(--color-ampel-green-fg)]',
+    hint: 'Ruhige Phase, kein Druck.',
+  },
+  standard: {
+    label: 'Standard',
+    badge: 'bg-black/5 text-[var(--color-ink-muted)]',
+    hint: 'Normaler Projektbetrieb.',
+  },
+  eskalation: {
+    label: 'Eskalation',
+    badge: 'bg-[var(--color-ampel-amber-bg)] text-[var(--color-ampel-amber-fg)]',
+    hint: 'Erhöhte Aufmerksamkeit nötig.',
+  },
+  taskforce: {
+    label: 'Taskforce',
+    badge: 'bg-[var(--color-ampel-red-bg)] text-[var(--color-ampel-red-fg)]',
+    hint: 'Alle Kräfte gebündelt, höchste Priorität.',
+  },
+};
+export const MODI: ProjectModus[] = ['relax', 'standard', 'eskalation', 'taskforce'];
+
+export type Level = 'niedrig' | 'mittel' | 'hoch';
+
+export const LEVEL_META: Record<Level, { label: string; badge: string }> = {
+  niedrig: { label: 'Niedrig', badge: 'bg-[var(--color-ampel-green-bg)] text-[var(--color-ampel-green-fg)]' },
+  mittel: { label: 'Mittel', badge: 'bg-[var(--color-ampel-amber-bg)] text-[var(--color-ampel-amber-fg)]' },
+  hoch: { label: 'Hoch', badge: 'bg-[var(--color-ampel-red-bg)] text-[var(--color-ampel-red-fg)]' },
+};
+export const LEVELS: Level[] = ['niedrig', 'mittel', 'hoch'];
+
+export type RiskStatus = 'offen' | 'beobachtet' | 'eingetreten' | 'geschlossen';
+export const RISK_STATUS_LABEL: Record<RiskStatus, string> = {
+  offen: 'Offen',
+  beobachtet: 'Beobachtet',
+  eingetreten: 'Eingetreten',
+  geschlossen: 'Geschlossen',
+};
+export const RISK_STATUSES: RiskStatus[] = ['offen', 'beobachtet', 'eingetreten', 'geschlossen'];
+
+export type Haltung = 'pro' | 'neutral' | 'contra';
+export const HALTUNG_META: Record<Haltung, { label: string; dot: string }> = {
+  pro: { label: 'Pro', dot: 'bg-[var(--color-ampel-green-fg)]' },
+  neutral: { label: 'Neutral', dot: 'bg-[var(--color-ink-faint)]' },
+  contra: { label: 'Contra', dot: 'bg-[var(--color-ampel-red-fg)]' },
+};
+export const HALTUNGEN: Haltung[] = ['pro', 'neutral', 'contra'];
+
+// Empfehlung je Quadrant der Macht/Interesse-Matrix (Einfluss × Interesse).
+export function stakeholderStrategie(einfluss: Level, interesse: Level): string {
+  const hochEinfluss = einfluss === 'hoch';
+  const hochInteresse = interesse === 'hoch';
+  if (hochEinfluss && hochInteresse) return 'Eng managen';
+  if (hochEinfluss && !hochInteresse) return 'Zufrieden halten';
+  if (!hochEinfluss && hochInteresse) return 'Informiert halten';
+  return 'Beobachten';
+}
+
+export type ProjectPhase = 'definition' | 'planung' | 'umsetzung' | 'abschluss';
+export const PHASES: ProjectPhase[] = ['definition', 'planung', 'umsetzung', 'abschluss'];
+export const PHASE_META: Record<ProjectPhase, { label: string; gateZiel: string }> = {
+  definition: { label: 'Definition', gateZiel: 'Steckbrief abgestimmt und freigegeben' },
+  planung: { label: 'Planung', gateZiel: 'Plan steht — Backlog zerlegt, Meilensteine & Risiken erfasst' },
+  umsetzung: { label: 'Umsetzung', gateZiel: 'Liefergegenstände abgenommen' },
+  abschluss: { label: 'Abschluss', gateZiel: 'Projekt beendet, Erkenntnisse gesichert' },
+};
+
+export type ZieldreieckFlex = 'leistung' | 'zeit' | 'aufwand';
+export const ZIELDREIECK_LABEL: Record<ZieldreieckFlex, string> = {
+  leistung: 'Leistung / Umfang',
+  zeit: 'Zeit',
+  aufwand: 'Aufwand',
+};
+export const ZIELDREIECK_FLEX: ZieldreieckFlex[] = ['leistung', 'zeit', 'aufwand'];
+
+export type RiskStrategie = 'vermeiden' | 'verlagern' | 'mindern' | 'akzeptieren';
+export const RISK_STRATEGIE_LABEL: Record<RiskStrategie, string> = {
+  vermeiden: 'Vermeiden',
+  verlagern: 'Verlagern',
+  mindern: 'Mindern',
+  akzeptieren: 'Akzeptieren',
+};
+export const RISK_STRATEGIEN: RiskStrategie[] = ['vermeiden', 'verlagern', 'mindern', 'akzeptieren'];
+
+export type ChangeEntscheidung = 'offen' | 'genehmigt' | 'abgelehnt';
+export const CHANGE_ENTSCHEIDUNG_META: Record<ChangeEntscheidung, { label: string; badge: string }> = {
+  offen: { label: 'Offen', badge: 'bg-[var(--color-ampel-amber-bg)] text-[var(--color-ampel-amber-fg)]' },
+  genehmigt: { label: 'Genehmigt', badge: 'bg-[var(--color-ampel-green-bg)] text-[var(--color-ampel-green-fg)]' },
+  abgelehnt: { label: 'Abgelehnt', badge: 'bg-black/5 text-[var(--color-ink-faint)]' },
+};
+export const CHANGE_ENTSCHEIDUNGEN: ChangeEntscheidung[] = ['offen', 'genehmigt', 'abgelehnt'];
+
+// Datums-Warnungen nach Buch-Regeln (keine Meilensteine Freitag / vor Feiertagen).
+export function dateWarnings(iso: string | null | undefined): string[] {
+  if (!iso) return [];
+  const d = new Date(`${iso}T00:00:00`);
+  if (Number.isNaN(d.getTime())) return [];
+  const out: string[] = [];
+  const wd = d.getDay(); // 0=So .. 6=Sa
+  if (wd === 5) out.push('Fällt auf einen Freitag — Buch-Regel: keine Meilensteine/Abgaben freitags.');
+  if (wd === 0 || wd === 6) out.push('Fällt aufs Wochenende.');
+  const month = d.getMonth();
+  const day = d.getDate();
+  if ((month === 11 && day >= 20) || (month === 0 && day <= 6)) {
+    out.push('Liegt in der Weihnachts-/Neujahrszeit — besser einige Wochen davor oder danach.');
+  }
+  return out;
+}

apps/web/src/routes/bereich.tsx

@@ -7,6 +7,8 @@ import { Button } from '../components/ui/Button';
 import { SkeletonCard } from '../components/ui/SkeletonCard';
 import { toast } from 'sonner';
 import { clsx } from 'clsx';
+import { LEAD_STATUS_META, type LeadStatus } from '../lib/lead-meta';
+import { MODUS_META, type ProjectModus } from '../lib/project-meta';
 
 const BEREICHE: Array<{ slug: 'entwicklung' | 'vertrieb' | 'marketing'; label: string }> = [
   { slug: 'entwicklung', label: 'Entwicklung' },
@@ -85,6 +87,7 @@ function Section({
     name: string;
     statusCache: 'green' | 'amber' | 'red' | null;
     deadline: string | null;
+    modus: ProjectModus;
     pflichtMinimumState: Record<string, boolean>;
   }>;
 }) {
@@ -104,7 +107,19 @@ function Section({
               <Card.Root className="cursor-pointer hover:shadow-[var(--shadow-md)]">
                 <Card.Body className="flex items-center justify-between">
                   <div>
-                    <p className="font-medium">{p.name}</p>
+                    <p className="flex items-center gap-2 font-medium">
+                      {p.name}
+                      {p.modus !== 'standard' && (
+                        <span
+                          className={clsx(
+                            'rounded-full px-2 py-0.5 text-[10px] font-medium',
+                            MODUS_META[p.modus].badge,
+                          )}
+                        >
+                          {MODUS_META[p.modus].label}
+                        </span>
+                      )}
+                    </p>
                     <p className="text-xs text-[var(--color-ink-muted)]">
                       {p.deadline ? `bis ${p.deadline}` : 'kein Deadline'}
                     </p>
@@ -297,7 +312,70 @@ function Field({ label, children }: { label: string; children: React.ReactNode }
 }
 
 function VertriebDetail() {
-  return <ProjektListeFuerBereich slug="vertrieb" />;
+  return (
+    <div className="space-y-6">
+      <LeadsTeaser />
+      <ProjektListeFuerBereich slug="vertrieb" />
+    </div>
+  );
+}
+
+function LeadsTeaser() {
+  const q = trpc.lead.list.useQuery();
+  const leads = q.data ?? [];
+  const offen = leads.filter((l) => l.status !== 'won' && l.status !== 'lost');
+  const top = [...offen]
+    .sort((a, b) => b.score - a.score)
+    .slice(0, 3);
+  return (
+    <section>
+      <div className="mb-2 flex items-center justify-between">
+        <h2 className="text-lg font-semibold">Leads</h2>
+        <Link to="/leads" className="text-sm text-[var(--color-ink-muted)] hover:text-[var(--color-ink)] hover:underline">
+          Alle Leads ({leads.length}) →
+        </Link>
+      </div>
+      <Card.Root>
+        <Card.Body>
+          {q.isPending ? (
+            <p className="text-sm text-[var(--color-ink-muted)]">Lädt…</p>
+          ) : offen.length === 0 ? (
+            <p className="text-sm text-[var(--color-ink-muted)]">
+              Keine offenen Leads.{' '}
+              <Link to="/leads" className="hover:underline">
+                Lege einen an.
+              </Link>
+            </p>
+          ) : (
+            <ul className="divide-y divide-[var(--color-border)]">
+              {top.map((l) => {
+                const meta = LEAD_STATUS_META[l.status as LeadStatus];
+                return (
+                  <li key={l.id}>
+                    <Link
+                      to={`/lead/${l.id}`}
+                      className="flex items-center justify-between gap-2 py-2 hover:opacity-80"
+                    >
+                      <span className="flex items-center gap-2 text-sm">
+                        <span className={clsx('h-2 w-2 rounded-full', meta.dot)} />
+                        <span className="font-medium">{l.firma}</span>
+                        {l.subSegment && (
+                          <span className="text-xs text-[var(--color-ink-muted)]">{l.subSegment}</span>
+                        )}
+                      </span>
+                      <span className="font-mono text-xs tabular-nums text-[var(--color-ink-muted)]">
+                        {l.score}/10
+                      </span>
+                    </Link>
+                  </li>
+                );
+              })}
+            </ul>
+          )}
+        </Card.Body>
+      </Card.Root>
+    </section>
+  );
 }
 
 function MarketingDetail() {

apps/web/src/routes/dashboard.tsx

@@ -5,6 +5,8 @@ import { Card } from '../components/ui/Card';
 import { Button } from '../components/ui/Button';
 import { SkeletonCard } from '../components/ui/SkeletonCard';
 import { TeamTimeSection } from '../components/time/TeamTimeSection';
+import { MODUS_META, type ProjectModus } from '../lib/project-meta';
+import { AlertTriangle } from 'lucide-react';
 import { clsx } from 'clsx';
 
 type Ampel = 'green' | 'amber' | 'red' | 'grey';
@@ -72,6 +74,61 @@ export function DashboardRoute() {
         </div>
       </section>
 
+      {q.data.showstoppers.length > 0 && (
+        <section>
+          <Card.Root className="border-[var(--color-ampel-red-fg)]">
+            <Card.Header>
+              <h2 className="flex items-center gap-2 text-lg font-semibold text-[var(--color-ampel-red-fg)]">
+                <AlertTriangle size={18} /> Showstopper
+              </h2>
+            </Card.Header>
+            <Card.Body>
+              <ul className="space-y-2">
+                {q.data.showstoppers.map((s) => (
+                  <li
+                    key={s.id}
+                    className="flex items-start justify-between gap-3 rounded-[var(--radius-md)] border border-[var(--color-border)] p-3"
+                  >
+                    <span className="text-sm">{s.title}</span>
+                    <Link
+                      to={`/projekt/${s.projectId}`}
+                      className="shrink-0 text-xs text-[var(--color-ink-muted)] hover:text-[var(--color-ink)] hover:underline"
+                    >
+                      {s.projectName} →
+                    </Link>
+                  </li>
+                ))}
+              </ul>
+            </Card.Body>
+          </Card.Root>
+        </section>
+      )}
+
+      {q.data.kritischeModi.length > 0 && (
+        <section>
+          <h2 className="mb-2 text-lg font-semibold">Projekte in Eskalation / Taskforce</h2>
+          <div className="flex flex-wrap gap-2">
+            {q.data.kritischeModi.map((p) => (
+              <Link
+                key={p.id}
+                to={`/projekt/${p.id}`}
+                className="inline-flex items-center gap-2 rounded-[var(--radius-md)] border border-[var(--color-border)] px-3 py-1.5 text-sm hover:border-[var(--color-ink)]"
+              >
+                <span
+                  className={clsx(
+                    'rounded-full px-2 py-0.5 text-[10px] font-medium',
+                    MODUS_META[p.modus as ProjectModus].badge,
+                  )}
+                >
+                  {MODUS_META[p.modus as ProjectModus].label}
+                </span>
+                {p.name}
+              </Link>
+            ))}
+          </div>
+        </section>
+      )}
+
       <section className="grid grid-cols-1 gap-6 md:grid-cols-3">
         <Card.Root>
           <Card.Header>