obsidian-vault/ligbox-ops-platform/specs/012-abandoned-onboarding-lead/tasks.md

Tasks — Spec 012 Abandoned Onboarding → Lead

Spec: 012-abandoned-onboarding-lead
Última atualização: 2026-06-10

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Fase A — Ticket no «Criar conta» ✅

• T001 Desk: ticket em onboarding.started (não só account.created)
• T002 Desk: account.created → nota no ticket existente (sem duplicar)
• T003 Desk: _backfill_funnel_notes para domain.validated + dns.applied
• T004 VM112: remover onboarding.started de validate-domain
• T005 VM112: emitir onboarding.started em POST /account/create com email
• T006 Scripts verify-funnel-webhook.sh — ordem real do funil
• T007 Spec 012 + BACKLOG actualizados

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Fase B — Detecção abandono → Lead ✅

• T010 Env ONBOARD_STALE_HOURS (default 24)
• T011 Worker job: sessões stale → crm_track=lead + lead_detected_at
• T012 GET /api/v1/crm/leads — lista tickets lead
• T013 UI Desk: painel «Leads abandonados» (grid + view + filtro tickets)
• T014 Badge stale/lead na grid sessões liga ao ticket

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Fase C — Outreach

• T020 POST /api/v1/crm/leads/{ticket_id}/contact — log outreach
• T021 POST /api/v1/crm/leads/{ticket_id}/promote — promoção manual
• T022 Spec 007: push «lead abandonado» → ops_lead
• T023 Template e-mail recuperação (VM108 Postfix)

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Fase D — CRM externo + Chat

• T030 Decisão Roger: canal chat (widget / tablet / outro)
• T031 Integração Odoo CRM (lead export idempotente por ticket_id)
• T032 Webhook CRM inbound — lead_converted / lead_lost
• T033 Documentação quickstart operacional

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Verificação

# Ordem real (domínio → DNS → criar conta)
bash /opt/ligbox-ops-platform/scripts/verify-funnel-webhook.sh

# VM112: onboarding.started só em account/create
ssh root@10.10.10.112 "grep -n onboarding.started /opt/ibytera-mail-portal/backend/app/routers/onboarding.py"