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Lead Management Platform Checklist

Backend ✅

Authentication

  • JWT Authentication
  • Refresh Token
  • Logout
  • Current User Endpoint
  • Role-based Permissions

Lead Management

  • Create Lead
  • Retrieve Lead
  • Update Lead
  • Delete Lead
  • Search
  • Filtering
  • Ordering

Assignment

  • Assign Lead
  • Assignment Validation
  • Assignment Activity Logging

Status Workflow

  • Status Transitions
  • Transition Validation
  • Status Activity Logging

Notes

  • Create Notes
  • Edit Notes
  • Delete Notes
  • List Notes

Activity Timeline

  • Assignment History
  • Status History
  • Note History
  • Chronological Timeline

Architecture

  • Service Layer
  • Serializer Separation
  • Custom Permissions
  • Transactional Services
  • FilterSets
  • OpenAPI / Swagger Documentation

Backend Quality

  • Type Hints
  • Consistent Docstring
  • Import Cleanup
  • Query Optimization
  • 99 Automated Tests Passing

Frontend

Authentication

  • Login
  • Protected Routes
  • Persistent Authentication
  • Logout

Dashboard

  • Dashboard Layout
  • Top Navigation
  • Sidebar Navigation
  • Responsive Layout

Leads

  • Lead List
  • Lead Details
  • Create Lead
  • Edit Lead

Collaboration

  • Lead Assignment
  • Status Management
  • Notes
  • Activity Timeline

Profile

  • View Current Profile

UI Components

  • Card
  • Button
  • Page Header
  • Status Badge
  • Text Field
  • Spinner
  • Empty State

API Integration

  • Axios Client
  • React Query
  • Generated OpenAPI Types

User Experience

  • Responsive Design
  • Loading States
  • Empty States
  • Error Handling
  • Success Notifications

Final Polish

  • Frontend consistency review
  • Remove unused code/imports
  • Resolve remaining lint warnings
  • Final UI spacing review
  • Final accessibility review

Documentation

  • README.md
  • Installation Guide
  • API Overview

Verification

  • Frontend Build (pnpm build)
  • Frontend Lint (pnpm lint)
  • Frontend Tests (74/74, pnpm test)
  • Backend Tests (99/99)
  • Manual End-to-End Testing
  • Swagger Verification

Submission

  • Repository Cleanup
  • Environment Example (.env.example)
  • Screenshots
  • Final Commit
  • GitHub Repository Ready