Patiodesk — Roadmap & Task Board

Done
In Progress
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0% complete
📞
Product 1 — PBX Appliance
Wazo/Asterisk · QCOW2 image · pbx-dashboard · License control
Core done Refining
▼
🏁 M1 — Core PBX Infrastructure
Completed
✓
Wazo/Asterisk base installation and configuration
✓
QCOW2 disk image creation (portable, bootable)
✓
PJSIP extension management (register, auth, AOR)
✓
Airtel SIP trunk integration (private link, routing)
✓
Inbound + outbound call routing via dialplan
✓
RTP media routing fix (10.2.10.0/24 via ens19)
✓
dnsmasq for PJSIP DNS resolution bypass
✓
Network persistence via systemd-networkd
🏁 M2 — pbx-dashboard (Operator Setup UI)
In Progress
✓
pbx-dashboard running on port 5000
✓
SIP provider configuration UI
✓
Extension management UI
✓
License enforcement component
✓
Pushed to git (gauravj18/patiodesk repo)
~
IVR / ring group configuration UI
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Call recording setup and playback
One-click deployment script (from bare Debian to running PBX)
Automated QCOW2 image build pipeline
Softphone integration (WebRTC in browser)
🛡️
Product 2 — Control Panel (pbx-admin)
Fleet management · Billing · SLA · Client portal · :5050
Phase 4 of 5 done
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✅ Phase 1 — Client & Access Management
Completed
✓
Client onboarding and management
✓
RBAC (role-based access control)
✓
API key management (scoped access)
✓
Fernet-encrypted secret storage
✓
Audit log
✅ Phase 2 — PBX Integration & Webhooks
Completed
✓
Heartbeat API (PBX instances check in every 5 min)
✓
SIP templates (6 built-in providers)
✓
Webhook delivery system
✓
Fleet live stream (SSE — real-time dashboard)
✅ Phase 3 — Billing & Security
Completed
✓
Subscription plans and enforcement
✓
Invoice generation
✓
MFA / TOTP for admin users
✓
License management and issuance
✅ Phase 4 — Monitoring, SLA & Client Portal
Completed — May 2026
✓
Prometheus metrics endpoint (/api/v1/metrics)
✓
SLA monitoring (daily cron, per-client 30-day history)
✓
Client self-service portal (/portal)
✓
Fleet Health doughnut chart (Chart.js)
✓
Tabler CSS applied globally
✓
Uptime Kuma monitoring (:3001)
~
Live Calls widget — built, needs AMI secret from .40
Next
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Portal user manual — requested, not written yet
Next
⬜ Phase 5 — Scale & Reseller Layer
Q3 2026
Reseller / sub-tenant layer
Mobile push alerts (PBX down, SLA breach)
Auto-remediation (restart stale PBX service)
Config snapshots and rollback
White-label (custom logo, domain per client)
Payment gateway integration (Razorpay / Stripe)
🎯
Product 3 — CRM + Agent Desktop
Unified inbox · Customer records · Supervisor view · Screen pop
Partially built Needs work
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🔄 CRM Core (existing codebase)
Partially done — needs audit
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Contact / customer records
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Ticket / interaction management
Audit existing CRM codebase — map what's done vs what's missing
First step
⬜ Agent Desktop
Q3 2026
Unified inbox UI (all channels in one view)
WebRTC softphone built into agent desktop
Screen pop — inbound call opens customer record automatically
Click-to-call from CRM contact record
Call disposition + notes on hang-up
Agent status (available, busy, break, offline)
⬜ Supervisor & Reporting
Q3–Q4 2026
Live queue view (calls waiting, agents busy)
Real-time agent status wallboard
Historical reports (call volume, AHT, resolution rate)
SLA compliance reporting per client
Agent performance scorecards
⬜ PBX ↔ CRM Integration
Q3 2026
Panoramisk AMI → CRM event bridge (call start/end events)
Call recording stored and linked to CRM ticket
Caller ID lookup from CRM on inbound call
💬
Channels — WhatsApp · SMS · Email · Chatbot
Multi-channel customer communication · Integrates with CRM inbox
Not started Q4 2026
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⬜ WhatsApp Business
Q4 2026
WhatsApp Cloud API integration (Meta Business Platform)
Inbound message → CRM ticket creation
Agent replies from unified inbox
Template message management (pre-approved messages)
Media support (images, documents, voice notes)
⬜ SMS
Q4 2026
SMS provider integration (Twilio / MSG91 / local)
Two-way SMS in agent inbox
Bulk SMS campaigns
⬜ Email Ticketing
Q4 2026
Inbound email → ticket (IMAP/SMTP or SendGrid)
Agent reply from inbox — sends as email
Thread grouping (replies stay on same ticket)
Auto-assignment rules and SLA timers
Email templates
⬜ Chatbot
Q4 2026 – Q1 2027
Flow builder (no-code chatbot design)
Web widget (embed on any website)
WhatsApp bot (same flows, different channel)
Hand-off to live agent when bot can't resolve
LLM integration for intelligent responses
Works with client's existing phone number
🗨️
Internal Team Chat
Slack / Teams replacement · Channels · DMs · File sharing · Presence
Not started 2027
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⬜ Core Messaging
2027
Real-time messaging (WebSocket)
Channels (public + private rooms)
Direct messages between agents
Presence indicators (online, away, busy)
File and image sharing
Message reactions and threads
Supervisor broadcast (announce to all agents)
Notifications (browser + mobile push)
⚙️
Infrastructure & DevOps
Hosting · Monitoring · Deployment tooling · CI/CD
In Progress
▼
Monitoring Stack
✓
Uptime Kuma running (:3001) — needs browser setup to add monitors
✓
Prometheus metrics endpoint on pbx-admin
✓
Heartbeat monitoring for all client PBX instances
~
Add monitors in Uptime Kuma (PBX hosts, portal, etc.)
Next
Prometheus + Grafana dashboard
Alerting (PagerDuty / Telegram / SMS on outage)
Developer Tooling
✓
ECC (Everything Claude Code) — 11 skills + 12 commands
✓
Karpathy coding principles in CLAUDE.md
✓
STACK.md and PRODUCT.md documentation
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Tremor React dashboard scaffold — needs npm install
CI/CD pipeline (GitHub Actions → deploy to patioweb09)
Staging environment setup