---
phase: 14-crm-attio-style-fix
verified: 2026-06-14T13:50:00Z
re_verified: 2026-06-14T13:20:00Z
status: passed
score: 5/5 must-haves verified
overrides_applied: 0
gaps: []
resolved_gaps:
  - truth: "Il flusso SendQuoteModal (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili"
    resolution: "Removed `generate_new: z.boolean()` from assignQuoteSchema and the dead `if (parsed.data.generate_new) { return { success: true } }` branch in src/app/admin/leads/actions.ts (assignQuoteToLead). Removed the matching local schema field, defaultValues entry, and call-site argument from src/components/admin/leads/SendQuoteModal.tsx. `npx tsc --noEmit` clean post-fix. Committed as fix(14): remove dead generate_new branch from assignQuoteToLead (CRM-12)."
deferred: []
human_verification:
  - test: "Open /admin/leads in a browser as an authenticated admin. Click each editable cell (Nome, Email, Telefono, Azienda, Prossima Azione) on a lead row, type a new value, press Enter, and confirm the value persists after the page reflows (router.refresh)."
    expected: "Each field updates in place without opening a modal; invalid/empty Nome shows a validation error in the row's error <tr>."
    why_human: "Requires live browser interaction with a running dev server and an authenticated admin session — cannot be exercised via static code inspection."
  - test: "Click the Stato badge on a lead row — confirm only the 6 closed LEAD_STAGES values are selectable (no free-text/'Crea' option), and selecting a new value updates the badge color per STAGE_COLOR semantics (won=green, lost=red, etc.)."
    expected: "Closed dropdown with exactly 6 entries, semantic colors applied, persists via updateLeadField."
    why_human: "Visual/interactive behavior of StatusCell's dropdown."
  - test: "Click the Tag cell on a lead row, type a brand-new tag name not in the existing pool, and confirm a 'Crea «...»' option appears and creates the tag on Enter/click; then remove it and rename an existing tag from another row to confirm propagation across leads sharing that tag name."
    expected: "New tags can be created on the fly (CRM-09); removing/renaming works and renameLeadTag propagates to all leads sharing the old tag name."
    why_human: "Requires live interaction with OptionMultiSelect + server actions + DB state across multiple leads."
  - test: "Type a query into the /admin/leads search box that matches a lead by name, email, company, status, or tag, and confirm the table filters instantly with no network request (check Network tab)."
    expected: "Instant client-side filtering; 'Nessun lead trovato' shown when no match."
    why_human: "Requires browser DevTools network inspection to confirm zero-roundtrip filtering."
  - test: "Open the FollowUpWidget on the admin dashboard with at least one lead overdue for follow-up, and visually confirm all visible text is Italian ('Richiedi Follow-up', 'X lead da contattare', 'Contatta', 'Vedi Tutto (X)', or 'Tutti i lead sono aggiornati!' if none)."
    expected: "No English text visible in any state of the widget."
    why_human: "Visual confirmation of rendered output across both populated and empty states."
---

# Phase 14: CRM Attio-style & Fix Verification Report

**Phase Goal:** La tabella lead (`/admin/leads`) è ridisegnata in stile Attio/Pipedrive — inline editing dei campi principali e tag multi-select — e i bug residui del modulo CRM (FollowUpWidget non in italiano, LeadForm con type-relaxation, SendQuoteModal con rami irraggiungibili) sono risolti

**Verified:** 2026-06-14T13:50:00Z
**Re-verified:** 2026-06-14T13:20:00Z
**Status:** passed
**Re-verification:** Yes — SC5/CRM-12 gap closed (see Resolution Summary)

## Goal Achievement

### Observable Truths

| #   | Truth   | Status     | Evidence       |
| --- | ------- | ---------- | -------------- |
| 1   | La tabella lead supporta inline editing dei campi principali (status, next_action, ecc.) senza apertura di modale | VERIFIED | `src/components/admin/leads/LeadTable.tsx` rewritten as raw `<table>` (no shadcn `Table`/`TableRow`/`TableCell` imports). `LeadRow` uses `EditableCell` for name/email/phone/company/next_action (lines 136-178), each wired to `updateLeadField(lead.id, <field>, v)` via the `run()` transition helper (router.refresh on success). `StatusCell` (lines 41-108) provides a closed click-to-open dropdown over the 6 fixed `LEAD_STAGES` values with semantic `STAGE_COLOR` badges, wired to `updateLeadField(lead.id, "status", stage)`. No modal opens for any of these edits. |
| 2   | L'utente assegna tag multi-select ai lead, creando nuovi tag al volo | VERIFIED | `LeadTable.tsx` Tag cell (lines 179-187) renders `OptionMultiSelect` with `values={lead.tags}`, `options={options.tags}`, wired to `addLeadTag`/`removeLeadTag`/`renameLeadTag`. `OptionMultiSelect` (`src/components/ui/option-multi-select.tsx` lines 200-209) renders a "Crea «query»" button when the typed query has no exact match, calling `createFromQuery()` → `onAdd(trimmed)` → `addLeadTag`. Server side: `addLeadTag`/`removeLeadTag`/`renameLeadTag` in `src/app/admin/leads/actions.ts` (lines 217-260) insert/delete/update rows in the polymorphic `tags` table scoped to `entity_type="leads"` via `LEADS_TAG_ENTITY` constant, each guarded by `requireAdmin()`. Also surfaced in `LeadDetail.tsx`'s "Profilo" card (lines 90-100) with the same wiring. |
| 3   | Il `FollowUpWidget` è interamente in italiano, coerente col resto dell'app | VERIFIED | `src/components/admin/dashboard/FollowUpWidget.tsx` (47 lines, fully read): "Richiedi Follow-up" (CardTitle), "{count} lead da contattare" (no pluralization ternary), "Contatta" (button), "Vedi Tutto ({count})" (link), "Tutti i lead sono aggiornati!" (empty state). No English strings remain ("Require Follow-up", "to contact", "Contact", "View All", "up to date" all absent). |
| 4   | Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form | VERIFIED | `src/components/admin/leads/LeadForm.tsx` (full file read): `CreateLeadModal` (line 38) and `EditLeadModal` (line 202) both use `useForm<CreateLeadInput>(...)`, with `CreateLeadInput` imported from `@/lib/lead-validators` (line 6) — no local `type CreateLeadInput = z.infer<...>` redeclaration. The only cast is the narrowing `status: lead.status as CreateLeadInput["status"]` (line 209) — no `as any` or `useForm<any>` anywhere in the file. `npx tsc --noEmit` exits clean (required `src/components/ui/form.tsx` FormField generic-signature fix, made in the same plan, also confirmed present and type-checking). |
| 5   | Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili | VERIFIED | `SendQuoteModal.tsx`'s `onSubmit` no longer contains the dead `if (data.tab === "new") {...}` branch (`onSubmit` begins directly with `setLoading(true)`). Post-fix, `assignQuoteToLead` in `src/app/admin/leads/actions.ts` no longer has the `generate_new` field or the dead `if (parsed.data.generate_new) {...}` branch — `assignQuoteSchema` now only has `lead_id`/`quote_token`, and the function body goes straight to `// Link quote to lead and update lead status`. `SendQuoteModal.tsx`'s local schema/defaultValues/call site no longer reference `generate_new`. `npx tsc --noEmit`: "No errors found". |

**Score:** 5/5 truths verified

### Required Artifacts

| Artifact | Expected    | Status | Details |
| -------- | ----------- | ------ | ------- |
| `src/lib/admin-queries.ts` | `LeadWithTags`, `LeadFieldOptions`, `getLeadsWithTags()`, `getLeadFieldOptions()` | VERIFIED | All present (lines 884-943). `getLeadsWithTags()` left-joins `leads`+`tags` scoped by `eq(tags.entity_type, LEADS_TAG_ENTITY)` with `LEADS_TAG_ENTITY = "leads"` (line 889), Map-reduce pattern matches `getAllServices` analog. `getLeadFieldOptions()` returns `status: [...LEAD_STAGES]` + distinct sorted lead tag names. |
| `src/app/admin/leads/actions.ts` | `updateLeadField`, `addLeadTag`, `removeLeadTag`, `renameLeadTag` server actions with `requireAdmin()` guard | VERIFIED | All four present (lines 180-260), each calls `await requireAdmin()` first (line 170-173 helper). `updateLeadField`'s status branch validates against `LEAD_STAGES.includes(...)`, throwing "Stato non valido" before any DB write. Tag CRUD scoped via `LEADS_TAG_ENTITY = "leads"` (line 215). |
| `src/components/admin/leads/LeadTable.tsx` | Raw-table LeadRow + LeadTable, inline-edit + status/tags dropdowns, `EditableCell` | VERIFIED | Full rewrite confirmed: 8-column raw `<table>`, `StatusCell` local component, `OptionMultiSelect` for tags, "Nessun lead trovato" empty state, per-row error `<tr>`. |
| `src/app/admin/leads/LeadsSearch.tsx` | Client-side instant search wrapper for LeadTable, `useMemo` | VERIFIED | New file, `useMemo`-based filter over name/email/company/status/tags, renders `<LeadTable leads={filtered} options={options} />`. |
| `src/app/admin/leads/page.tsx` | Server component fetching `getLeadsWithTags`+`getLeadFieldOptions`, rendering `LeadsSearch` | VERIFIED | Confirmed: `Promise.all([getLeadsWithTags(), getLeadFieldOptions()])`, renders `<LeadsSearch leads={leads} options={options} />` + `CreateLeadModal`, `export const revalidate = 0`. |
| `src/components/admin/dashboard/FollowUpWidget.tsx` | Italian-only follow-up widget copy, contains "Richiedi Follow-up" | VERIFIED | Confirmed — see Truth 3. |
| `src/components/admin/leads/LeadForm.tsx` | Typed react-hook-form for lead create/edit, `useForm<CreateLeadInput>` | VERIFIED | Confirmed — see Truth 4. `grep -c "useForm<CreateLeadInput>"` = 2, `grep -c "useForm<any>\|as any"` = 0. |
| `src/components/admin/leads/SendQuoteModal.tsx` | `onSubmit` without dead 'new' tab branch, contains `onSubmit` | VERIFIED | `onSubmit` is fixed (dead branch removed). The linked server action `assignQuoteToLead` no longer has the `generate_new` dead branch either — see Resolution Summary. |

### Key Link Verification

| From | To  | Via | Status | Details |
| ---- | --- | --- | ------ | ------- |
| `src/app/admin/leads/actions.ts` | `src/db/schema.ts` tags table | `db.insert(tags)/db.delete(tags)/db.update(tags)` scoped by `entity_type='leads'` | WIRED | `addLeadTag` inserts (line 222-225), `removeLeadTag` deletes (line 234-242), `renameLeadTag` updates (line 254-257) — all with `eq(tags.entity_type, LEADS_TAG_ENTITY)`. |
| `src/lib/admin-queries.ts getLeadsWithTags` | `src/db/schema.ts` tags table | `leftJoin` scoped by `entity_type='leads'` | WIRED | `eq(tags.entity_type, LEADS_TAG_ENTITY)` present in the leftJoin condition (line 915). |
| `src/app/admin/leads/page.tsx` | `src/lib/admin-queries.ts` | `getLeadsWithTags()` + `getLeadFieldOptions()` | WIRED | Both imported and called via `Promise.all`. |
| `src/components/admin/leads/LeadTable.tsx` | `src/app/admin/leads/actions.ts` | `updateLeadField`/`addLeadTag`/`removeLeadTag`/`renameLeadTag` | WIRED | All four imported (lines 11-16) and called with `lead.id` as first arg in `LeadRow`/`StatusCell`. |
| `src/app/admin/leads/LeadsSearch.tsx` | `src/components/admin/leads/LeadTable.tsx` | renders `<LeadTable leads={filtered} options={options} />` | WIRED | Confirmed line 43. |
| `src/components/admin/leads/LeadForm.tsx` | `src/lib/lead-validators.ts` | `import type { CreateLeadInput }` | WIRED | Line 6: `import { createLeadSchema, LEAD_STAGES, type CreateLeadInput } from "@/lib/lead-validators";`. |

### Data-Flow Trace (Level 4)

| Artifact | Data Variable | Source | Produces Real Data | Status |
| -------- | ------------- | ------ | ------------------ | ------ |
| `LeadsSearch` → `LeadTable` | `leads: LeadWithTags[]` | `getLeadsWithTags()` (DB left-join, real query against `leads`+`tags` tables) | Yes | FLOWING |
| `LeadTable` → `OptionMultiSelect` (tags) | `options.tags: string[]` | `getLeadFieldOptions()` → `selectDistinct(tags.name)` where `entity_type='leads'` | Yes | FLOWING |
| `LeadTable` → `StatusCell` (status options) | `options.status: string[]` | `getLeadFieldOptions()` → `[...LEAD_STAGES]` (fixed constant, not DB-derived but intentionally so per spec) | Yes (static-by-design) | FLOWING |
| `LeadDetail` → `OptionMultiSelect` (Profilo tags) | `tags: string[]`, `tagOptions: string[]` | `[id]/page.tsx`: `getLeadsWithTags().find(l => l.id === id)` for `tags`, `getLeadFieldOptions().tags` for `tagOptions` | Yes | FLOWING |

No hollow/disconnected props found — all dynamic data on `/admin/leads` and `/admin/leads/[id]` traces back to real DB queries.

### Behavioral Spot-Checks

| Behavior | Command | Result | Status |
| -------- | ------- | ------ | ------ |
| Project type-checks cleanly after Phase 14 changes | `npx tsc --noEmit` | "No errors found" | PASS |
| LeadTable has no shadcn Table wrapper | grep for `from "@/components/ui/table"` in `LeadTable.tsx` | 0 matches (confirmed via full-file read — no such import) | PASS |
| FollowUpWidget contains zero English strings | Full-file read of `FollowUpWidget.tsx` | "Richiedi Follow-up" / "lead da contattare" / "Contatta" / "Vedi Tutto" / "Tutti i lead sono aggiornati!" present; "Require Follow-up"/"to contact"/"View All"/"up to date" absent | PASS |
| LeadForm has zero `useForm<any>`/`as any` | Full-file read of `LeadForm.tsx` | 2x `useForm<CreateLeadInput>`, 1x `as CreateLeadInput["status"]`, 0x `as any`/`useForm<any>` | PASS |
| SendQuoteModal onSubmit has zero `data.tab === "new"` checks | Full-file read of `SendQuoteModal.tsx` | `onSubmit` (line 48) begins with `setLoading(true)`, no `tab` check inside it | PASS |
| `npm run build` (per task instructions, claimed clean post-merge) | Not re-run (tsc --noEmit alone is sufficient given `next build` invokes the same type-check plus lint; tsc result is clean and matches SUMMARY claim) | N/A | SKIP (tsc sufficient; full build adds >60s with no new signal for this phase's scope) |

### Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
| ----------- | ---------- | ----------- | ------ | -------- |
| CRM-08 | 14-01, 14-02 | La tabella lead (`/admin/leads`) supporta inline editing dei campi principali (status, next_action, ecc.) senza apertura modale | SATISFIED | LeadTable.tsx raw-table rewrite + updateLeadField server action, verified above (Truth 1). |
| CRM-09 | 14-01, 14-02 | L'utente assegna tag multi-select ai lead, creando nuovi tag al volo | SATISFIED | OptionMultiSelect + addLeadTag/removeLeadTag/renameLeadTag, verified above (Truth 2), surfaced both in LeadTable and LeadDetail. |
| CRM-10 | 14-03 | Il `FollowUpWidget` è in italiano, coerente col resto dell'app | SATISFIED | FollowUpWidget.tsx fully translated, verified above (Truth 3). |
| CRM-11 | 14-03 | Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form | SATISFIED | LeadForm.tsx uses `useForm<CreateLeadInput>()` in both modals, no `as any`/`useForm<any>`, verified above (Truth 4). |
| CRM-12 | 14-03 | Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili | SATISFIED | SendQuoteModal.tsx's onSubmit dead branch removed (plan 14-03 Task 3), and the remaining `generate_new` dead branch in `assignQuoteToLead` was removed in the gap-closure fix — see Resolution Summary. |

No orphaned requirements found — all 5 requirement IDs from PLAN frontmatter (CRM-08 through CRM-12) match REQUIREMENTS.md's "CRM Custom Attio-style (v1)" section exactly, and all 5 are claimed across the three plans' `requirements-completed` fields.

### Anti-Patterns Found

| File | Line | Pattern | Severity | Impact |
| ---- | ---- | ------- | -------- | ------ |
| `src/app/admin/leads/actions.ts` | 118, 129-132 | Dead `generate_new` branch in `assignQuoteToLead` (unreachable from only caller) | RESOLVED | Removed in gap-closure fix — see Resolution Summary. |
| `src/components/admin/leads/SendQuoteModal.tsx` | 28-32, 39, 48 | Duplicate local `assignQuoteSchema`, `useForm<any>`, `onSubmit(data: any)` (WR-06) | INFO | Does not block SC4 (SC4 is scoped to "LeadForm" specifically, which is fully fixed) or SC5 (this is a typing/duplication concern, not an unreachable-branch concern). Already logged in `deferred-items.md` with documented technical justification (Resolver/zodResolver generic incompatibility). |
| `src/app/admin/leads/actions.ts` | 170-260 vs 18-168 | Inconsistent `requireAdmin()` coverage — only new Phase 14 actions guarded (WR-04) | INFO | Pre-existing gap (createLead/updateLead/deleteLead/logActivity/assignQuoteToLead unguarded), explicitly out-of-scope per plan 14-01's interfaces section ("out of scope per RESEARCH.md A5 / Open Question 4"). Does not map to any of the 5 success criteria. |
| `src/app/admin/leads/actions.ts` | 248-260 | `renameLeadTag` has no try/catch around unique-constraint-violating update (WR-02) | INFO | Real correctness issue for future hardening but not mapped to SC1-5; does not block CRM-09 ("assegna tag multi-select... creando nuovi tag al volo" — core add/remove/create flow works; rename-collision edge case is an error-message-quality issue). |
| `src/app/admin/leads/actions.ts` | 200-207 | `updateLeadField("email",...)` skips zod email validation (WR-03) | INFO | Does not map to SC1 (inline editing works) or any other SC; a data-quality hardening item for future cleanup. |
| Multiple (LeadForm EditLeadModal, SendQuoteModal, LogActivityModal) | various | Missing `router.refresh()` after non-inline-edit modal saves (WR-01) | INFO | Affects UX freshness of `/admin/leads/[id]` after modal-based edits, but does not block SC1 (LeadTable inline-edit IS wired with router.refresh, verified) or SC2 (LeadDetail's tag OptionMultiSelect also has its own router.refresh via `run()`, verified). Out of scope for the 5 literal success criteria. |

### Human Verification Required

### 1. Inline-edit persistence on /admin/leads

**Test:** Open `/admin/leads` as authenticated admin. Click Nome/Email/Telefono/Azienda/Prossima Azione cells on a lead row, edit, press Enter.
**Expected:** Value saves without a modal opening; table reflects new value after `router.refresh()`.
**Why human:** Requires live browser + authenticated session; cannot exercise server actions statically.

### 2. Status dropdown closed-enum behavior

**Test:** Click the Stato badge on a lead row.
**Expected:** Only the 6 fixed LEAD_STAGES values appear (no free-text/"Crea" option); selecting one updates the badge with the correct semantic color (won=green, lost=red, etc.) and persists.
**Why human:** Visual/interactive verification of `StatusCell` dropdown rendering and color mapping.

### 3. Tag create-on-the-fly and rename propagation

**Test:** On the Tag cell, type a brand-new tag not in the option pool and create it; then rename an existing tag shared by multiple leads.
**Expected:** New tag created and assigned (CRM-09); rename propagates to all leads sharing the old tag name.
**Why human:** Requires multi-row DB state and live interaction with OptionMultiSelect.

### 4. Instant client-side search

**Test:** Type a query in the `/admin/leads` search box matching by name/email/company/status/tag.
**Expected:** Table filters instantly with zero network requests (check DevTools Network tab); "Nessun lead trovato" when no match.
**Why human:** Requires browser DevTools to confirm zero-roundtrip behavior.

### 5. FollowUpWidget visual Italian-only check

**Test:** View the FollowUpWidget on the admin dashboard in both populated and empty states.
**Expected:** All visible text is Italian in both states.
**Why human:** Visual confirmation across conditional render branches.

## Resolution Summary

**5 of 5 success criteria are now fully verified with concrete code evidence**: CRM-08 (inline editing, no modal), CRM-09 (lead tag multi-select with create-on-the-fly, wired in both LeadTable and LeadDetail), CRM-10 (FollowUpWidget fully translated to Italian, no English strings remain), CRM-11 (LeadForm.tsx fully typed with `useForm<CreateLeadInput>()`, zero `as any`/`useForm<any>` in the file), and CRM-12 (SendQuoteModal flow, modal + server action, free of unreachable branches).

**SC5 (CRM-12) gap closed.** The initial verification found `onSubmit`'s dead `if (data.tab === "new") {...}` branch correctly removed by plan 14-03, but flagged one residual unreachable branch: `assignQuoteToLead` in `src/app/admin/leads/actions.ts` still contained `if (parsed.data.generate_new) { return { success: true } }`, dead because the only caller (`SendQuoteModal.tsx`) always passed `generate_new: false`. Per user direction ("Fix it now"), this was closed with a small mechanical edit:

- `src/app/admin/leads/actions.ts`: removed `generate_new: z.boolean()` from `assignQuoteSchema` and the entire dead `if (parsed.data.generate_new) {...}` block from `assignQuoteToLead`.
- `src/components/admin/leads/SendQuoteModal.tsx`: removed `generate_new` from its local `assignQuoteSchema` duplicate, from `defaultValues`, and from the `assignQuoteToLead(...)` call site.
- `npx tsc --noEmit` → "No errors found" post-fix.
- Committed as `fix(14): remove dead generate_new branch from assignQuoteToLead (CRM-12)`.

Note: `SendQuoteModal.tsx`'s own `useForm<any>` / duplicate-schema pattern (WR-06, INFO-level) was intentionally left as-is — it's a typing/duplication concern unrelated to the "unreachable branch" criterion and is tracked separately in the code review.

**5 items require human/browser verification** (interactive UI behavior of inline editing, status dropdown, tag multi-select, instant search, and FollowUpWidget visual rendering) — these cover SC1-3, which are code-verified but benefit from a live interaction pass before considering the phase fully closed in practice.

---

_Verified: 2026-06-14T13:50:00Z_
_Re-verified: 2026-06-14T13:20:00Z_
_Verifier: Claude (gsd-verifier / gsd-executor gap-closure)_
