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Future Enhancements

This file tracks potential improvements and features for future versions.

High Priority (Next Sprint)

  • Add progress bars - Show real-time progress during runs (rich.progress)
  • Implement true parallelization - Use ThreadPoolExecutor for concurrent API calls
  • People.ai API integration - Verify activities are ingested (if API available)
  • Better error recovery - Retry logic for transient failures
  • Complete reset command - Full cleanup implementation for tag mode

Medium Priority (Next Month)

  • Additional scorecard templates
    • BANT
    • MEDDPICC (extended MEDDICC)
    • Custom template support via YAML
  • Contact auto-generation - Create contacts if none exist
  • Activity subject customization - User-defined subject templates in config
  • Enhanced content generation
    • Context awareness across activities
    • Deal stage-appropriate content
    • Company/industry-specific language
  • Reporting dashboard - HTML report generation with charts
  • Configuration validation - Pre-flight checks before run
  • Incremental updates - Only update changed opportunities

Low Priority (Future)

  • Web UI - Browser-based configuration and monitoring
  • Scheduled runs - Cron-style automation
  • Multi-org support - Orchestrate across multiple Salesforce orgs
  • State export/import - Share state between environments
  • Diff mode - Compare runs and show what changed
  • Notifications - Slack/Teams integration
  • Webhooks - Trigger external workflows
  • Cloud deployment - AWS Lambda / Google Cloud Run
  • Account hierarchy - Support parent/child accounts
  • Product configuration - Add opportunity products
  • Custom object support - Beyond standard objects

Technical Debt

  • Add integration tests - End-to-end testing with mock Salesforce
  • Improve test coverage - Aim for 80%+ coverage
  • Add type hints everywhere - Full mypy compliance
  • Performance profiling - Identify bottlenecks
  • Memory optimization - Handle large datasets efficiently
  • Logging levels - Configurable verbosity (DEBUG, INFO, WARN, ERROR)
  • Config schema docs - Auto-generate from Pydantic models
  • CLI help improvements - Better examples and usage info

Documentation Improvements

  • Video walkthrough - Screen recording of setup and usage
  • Troubleshooting guide - Common issues and solutions (expand current section)
  • FAQ - Frequently asked questions
  • API documentation - For extending with custom modules
  • Best practices guide - Recommendations for production use
  • Migration guide - Upgrading between versions

Ideas / Discussion Needed

  • Activity sequencing - Ensure emails follow logical meeting flow
  • Deal momentum simulation - Vary activity frequency by stage
  • Negative cases - Include stalled/lost deals with appropriate patterns
  • Competitive intelligence - Track competitor mentions in activities
  • Multi-threading config - Per-module concurrency controls
  • Plugin system - Allow custom activity generators
  • Template marketplace - Share scorecard/activity templates
  • AI coach integration - Generate coaching insights for demo

Known Issues

  • Rate limiting - Add backoff/retry for API rate limits
  • Timezone handling - Currently uses UTC, may need local TZ support
  • Large dataset memory - Loading 1000+ opps could be problematic
  • Error messages - Some errors could be more user-friendly
  • Windows compatibility - Test and fix path issues

Community Requests

(Add requests from users here as they come in)

Contributing

When adding to this file:

  1. Choose appropriate priority level
  2. Add checkbox for tracking
  3. Include brief description
  4. Link to related issues/PRs if applicable

When implementing:

  1. Check off the item
  2. Update CHANGELOG.md
  3. Add to release notes
  4. Consider if docs need updates