Vean Portal - Feature List

( this list is incomplete)

Projects

• Project lifecycle with statuses (draft, active, on hold, completed, archived)
• Phases with custom ordering, statuses, and dates (e.g. MVP → Early Access → Stable)
• Team assignment per project with role-based visibility
• Budgets, start/end dates, milestone tracking
• Project detail view with timeline, progress, linked invoices and tasks
• Per-project settings page

Tasks

• Kanban board (drag-and-drop) + list view toggle
• Subtasks
• Priorities (low, medium, high, urgent)
• Assignees, due dates, client-visible vs internal flag
• Inline editing (no modal needed)
• Right-click context menus for status, assignee, stage changes
• Activity feed per task
• Filters, search toolbar, grouping by phase/status/priority
• "My Tasks" view per employee
• Tags system across projects and tasks
• Quick links on projects and tasks

Invoicing & Payments

• Three billing models: one-time, retainer (subscription), milestone
• Stripe integration with webhook handlers
• External payment marking (wire, crypto, etc.)
• Overdue detection via cron jobs
• Auto-generated receipts and branded PDF invoices
• Alternative payment method support
• Invoice history with live status

Documents & PDF Pipeline

• Novel/Tiptap-based rich text editor
• Custom extensions: callouts, signature blocks, columns, page breaks
• Slash commands and bubble menu
• Multiple PDF layouts: proposal, agreement, contract, minimal
• Custom fonts (Aspekta + Vean Sans / Ostrovsky fork)
• Templates system with cover/closing pages

Document Signing (custom-built)

• Field placement editor
• Signature capture
• Recipient management with external signing flow
• SHA-256 integrity hashing
• Audit log with IP and user-agent tracking
• Completion certificates stored on S3 (RustFS on VPS)
• Signed PDF delivery

Booking & Scheduling

• Availability editor with date overrides
• Multiple meeting types
• Google Calendar conflict checking
• Auto Google Meet link generation
• ICS file generation
• Booking approval flow
• Reminders via cron
• Rescheduling support
• 16 transactional email templates for every state transition
• Public-facing booking pages

CRM

• Pipeline kanban (Cold Lead → Contacted → Discovery Booked → Proposal Sent → Negotiation → Won/Lost)
• Configurable pipeline stages
• Virtualized leads grid with double-click-to-edit (TwentyCRM-style, built on LyteNyte Core)
• Contacts directory
• Lead activity timeline
• Custom lead icons (uploaded image, favicon auto-detect, or icon picker)
• Clay-optimized CSV import
• Lead-to-client conversion modal
• Sales dashboard with weighted pipeline, win rate, deal distribution per stage
• "Do This Now" priority section + recent activity feed
• CloudTalk phone integration: embedded dialer + webhook-powered AI call transcripts, summaries, sentiment

Clients & Employees

• Client onboarding and invite system
• Employee directory with profile pictures + auto-generated gradient fallbacks
• Role-based views (admin, manager, employee, client)

Auth & Identity

• Better Auth foundation
• OAuth 2.1 provider (also serves as identity for the whole Vean self-hosted stack)
• RBAC across admin/manager/employee/client
• Separate employee vs client login flows
• Invite flow, API keys, user ban management

Analytics & Observability

• PostHog integration for client engagement events (login, document viewed, invoice viewed, pay now clicked, booking slot selected)
• Discord notifications
• Feature flags

Platform Infrastructure

• Production MCP server with OAuth 2.1 — 7 tool modules, 25+ operations covering tasks, projects, clients, employees, phases, dashboard
• Command menu (Cmd+K) with navigation, actions, entity-specific commands
• 32 Drizzle tables, 22 migrations
• Custom Claude Code agent setup (12+ agents: security review, migration validation, role parity checking, PR prep)
• Real-time channels, zustand stores

In Progress

• Public document sharing

In Backlog

• Custom notification system (Neon Postgres + Resend)
• HR/payroll module with per-project payouts
• Documentation module (Outline alternative)
• PWA support
• Guest booking
• Task v3
• Email sync
• Multi-tenant SaaS transformation