docs(planning): v2.1 milestone setup + Phase 11 context/patterns
- Archive v2.0 phases (07-10) under .planning/milestones/ - v2.1 REQUIREMENTS/ROADMAP (Phases 11-17: Offer Studio + Proposal AI) - DESIGN-SYSTEM.md (database-view UI contract for Phases 11-14) - Phase 11 CONTEXT, DISCUSSION-LOG, PATTERNS Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
@@ -1,5 +1,19 @@
|
||||
# Milestones
|
||||
|
||||
## v2.0 Business Operations Suite (Phases 7–10, completato 2026-06-13)
|
||||
|
||||
**Phases completed:** 4 phases (7–10)
|
||||
|
||||
**Key accomplishments:**
|
||||
|
||||
- Catalogo servizi unificato (tabella `services`) usato dal quote builder admin — legacy `service_catalog`/`offer_services` ancora presenti, consolidamento finale rinviato a v2.1 (Phase 7)
|
||||
- Offerte con fasi ordinate (`offer_phases`/`offer_phase_services`) e builder preventivo admin (Phase 8)
|
||||
- Preventivo pubblico `/quote/[token]`: stati draft→sent→viewed→accepted/rejected, `accepted_at` immutabile, raccolta email/note cliente (Phase 9)
|
||||
- CRM pipeline lead: CRUD, activity log, reminder follow-up in dashboard (Phase 10, redeployed 2026-06-11 dopo fix migrazioni prod mancanti 0001-0005)
|
||||
- Ex-Phase 11 (auto-provisioning al "Vinto") ed ex-Phase 12 (email Resend) non eseguite come pianificate — assorbite nel piano v2.1 "Proposal AI"
|
||||
|
||||
---
|
||||
|
||||
## v1.0 Client Portal & Offer System (Shipped: 2026-06-10)
|
||||
|
||||
**Phases completed:** 6 phases, 24 plans, 29 tasks
|
||||
|
||||
Reference in New Issue
Block a user