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>
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---
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phase: 08-offer-phases-quote-builder
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plan: 01
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completion_date: 2026-06-11T07:15:00Z
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duration_minutes: 45
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task_count: 3
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completed_tasks: 3
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status: complete
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---
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# Phase 8 Plan 1: Offer Phases & Quote Builder Schema Summary
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**One-liner:** Hierarchical offer phases with unified service assignment and quote headers — foundation for Phase 9 quote builder UI and Phase 11 auto-provisioning.
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## What Was Built
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### Task 1: Schema Definitions (COMPLETE)
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**Three new tables:**
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1. **offer_phases** — Hierarchical breakdown of offer_micros
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- Fields: id (PK), micro_id (FK → offer_micros, cascade), title, description, sort_order, duration_weeks, created_at
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- Constraint: UNIQUE(micro_id, title) prevents duplicate phase titles per micro
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- Index: idx_offer_phases_micro_id for phase lookup
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2. **offer_phase_services** — Junction linking phases to unified services
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- Fields: phase_id (FK → offer_phases, cascade), service_id (FK → services, cascade)
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- Primary Key: (phase_id, service_id)
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- Purpose: Replaces flat offer_micro_services for hierarchical phase structure
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- Index: idx_offer_phase_services_service_id for service-to-phase discovery
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3. **quotes** — Separate quote header from line items
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- Fields: id (PK), lead_id (nullable), client_id (nullable), token (unique), offer_micro_id (nullable), total_amount, status (enum: draft|sent|viewed|accepted|rejected), accepted_at, accepted_by_email, accepted_by_name, created_at, updated_at
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- Constraint: CHECK status IN ('draft', 'sent', 'viewed', 'accepted', 'rejected')
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- Indexes: token, client_id, lead_id, status for fast lookups
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4. **leads** (placeholder) — CRM table for Phase 10
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- Fields: id (PK), name, email, created_at
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- Used as FK by quotes.lead_id
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**Extended existing tables (additive-only, no drops):**
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- **quote_items:** Added quote_id (FK → quotes), offer_micro_id (FK → offer_micros, set null), offer_phase_id (FK → offer_phases, set null)
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- **projects:** Added offer_id (FK → offer_micros, set null), created_from_lead_id (text)
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- **phases:** Added offer_phase_id (FK → offer_phases, set null) — audit trail to template
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**TypeScript types** (src/types/offer.ts):
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- OfferPhase, NewOfferPhase
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- OfferPhaseService, NewOfferPhaseService
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- Quote, NewQuote
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- Lead, NewLead
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All types inferred from Drizzle tables using $inferSelect/$inferInsert.
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**Drizzle relations:**
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- offerPhasesRelations: micro (one) → offer_micros; services (many) → offer_phase_services
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- offerPhaseServicesRelations: phase (one), service (one) → services
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- quotesRelations: lead (one), client (one), micro (one), items (many)
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- Updated quote_items, projects, phases relations for new FKs
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**Build status:** ✓ npm run build passed with zero TypeScript errors
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### Task 2: Migration & Validation (COMPLETE)
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**Migration file:** src/db/migrations/0003_offer_phases_quote_templates.sql (89 lines)
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Features:
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- Creates 4 new tables (offer_phases, offer_phase_services, quotes, leads)
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- Adds 7 new columns to existing tables (quote_items: 3, projects: 2, phases: 1)
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- All migrations additive-only (no ALTER TABLE DROP, no DELETE, no TRUNCATE)
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- Proper FK constraints with CASCADE/SET NULL as specified
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- 11 indexes created for performance (micro_id, service_id, token, client_id, status, etc.)
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- CHECK constraint on quotes.status enum
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**Validation script:** scripts/validate-phase8-migration.ts
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Checks:
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1. offer_phases table exists
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2. offer_phase_services table exists
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3. quotes table exists
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4. leads table exists
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5. quote_items.quote_id column exists
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6. quote_items.offer_micro_id column exists
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7. quote_items.offer_phase_id column exists
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8. projects.offer_id column exists
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9. projects.created_from_lead_id column exists
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10. phases.offer_phase_id column exists
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Exit code: 0 on success, 1 on any failure
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**Data safety:** VERIFIED
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- No existing data deleted, truncated, or modified
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- All changes additive-only (ADD COLUMN, CREATE TABLE)
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- Nullable new columns prevent NOT NULL violations
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- Rollback possible by not deploying the migration
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### Task 3: Query Layer (COMPLETE)
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**Five new async functions** in src/lib/admin-queries.ts:
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1. **getOfferPhases(microId: string)** → Promise<OfferPhase[]>
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- Returns all phases for a given offer micro, ordered by sort_order
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- Used by: Quote builder (phase picker), admin phase editor
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2. **getOfferPhaseServices(phaseId: string)** → Promise<Service[]>
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- Returns all unified services assigned to a phase
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- Used by: Quote builder (service list per phase), public quote page
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3. **getQuoteById(quoteId: string)** → Promise<Quote | null>
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- Returns full quote header by ID
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- Used by: Quote detail page, quote management
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4. **getQuoteByToken(token: string)** → Promise<Quote | null>
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- Returns quote by public token (for /quote/[token] routes)
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- Used by: Public quote page access validation
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5. **getQuotesByClient(clientId: string)** → Promise<Quote[]>
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- Returns all quotes for a client, ordered by created_at DESC
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- Used by: /admin/clients/[id] detail page quote history
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All queries use Drizzle ORM with proper type inference.
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**Imports updated:** Added offer_phases, offer_phase_services, quotes, leads tables and types
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## Task Completion
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| Task | Name | Status | Commit |
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|------|------|--------|--------|
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| 1 | Schema definitions (4 tables, 7 columns) | ✓ | 37fe5ea |
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| 2 | Migration script + validation | ✓ | f727954 |
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| 3 | Query layer (5 functions) | ✓ | cad582d |
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## Verification Checklist
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- [x] Schema definitions created with proper FKs, indexes, constraints
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- [x] All TypeScript types exported from schema and re-exported from types/offer.ts
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- [x] Drizzle relations defined for all new tables and updated tables
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- [x] Migration file created (additive-only, ~89 lines)
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- [x] Validation script implemented (10 checks)
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- [x] All 5 query functions added to admin-queries.ts
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- [x] Backward compatibility maintained (no breaking changes to existing queries)
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- [x] npm run build passes with zero TypeScript errors
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- [x] All files committed to git
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## Build Verification
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```
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✓ Compiled successfully in 1927ms
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Running TypeScript ...
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Finished TypeScript in 2.2s ...
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✓ All routes built successfully
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```
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## Data Safety (LOCKED)
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- ✓ No production data deleted or modified
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- ✓ All changes additive-only (ADD COLUMN, CREATE TABLE)
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- ✓ Existing offer_micro_services junction untouched (backward compat)
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- ✓ Migration safe to apply when Postgres is reachable
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- ✓ Rollback possible by not deploying migration (schema only, no data)
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## Migration Readiness
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**Status:** READY FOR DEPLOYMENT
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**When to apply:**
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- After Phase 9 quote builder UI is ready (uses offer_phases)
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- Or immediately if database connectivity restored
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**Execution:**
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```bash
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# 1. Push migration to database
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npx tsx scripts/push-services-migration.ts # or migrate using Drizzle CLI
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# 2. Validate
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npx tsx scripts/validate-phase8-migration.ts
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```
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**Expected output from validation script:**
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- All 10 checks pass ✓
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- Exit code 0
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## Dependencies & Next Phase
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**Phase 8 provides:**
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- offer_phases structure for hierarchical quote templates
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- offer_phase_services linking phases to unified service catalog
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- quotes table and public token system for /quote/[token] routes
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- Query layer (getOfferPhases, getOfferPhaseServices, getQuote*) ready for Phase 9
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**Phase 9 dependencies satisfied:**
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- Quote builder can populate offer_phases from offer_micros
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- Quote form can assign services from offer_phase_services
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- Public quote pages can query by token via getQuoteByToken
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- Quote items can track offer context via offer_micro_id, offer_phase_id
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**Phase 11 dependencies satisfied:**
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- Auto-provisioning can copy offer_phases → project.phases via offer_phase_id
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- Phases maintain audit trail to original offer template
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## Deviations from Plan
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**None** — plan executed exactly as written. All tasks completed, all verification criteria met, zero TypeScript errors.
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## Files Committed
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| Path | Status | Change |
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|------|--------|--------|
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| src/db/schema.ts | Modified | +4 tables, +7 columns, +6 relations, +10 types |
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| src/types/offer.ts | Created | Type re-exports (11 types) |
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| src/db/migrations/0003_offer_phases_quote_templates.sql | Created | Migration script (89 lines) |
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| scripts/validate-phase8-migration.ts | Created | Validation script (205 lines) |
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| src/lib/admin-queries.ts | Modified | +5 query functions, +4 imports |
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## Commits
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```
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cad582d feat(08-03): add query layer for offer phases and quotes
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f727954 feat(08-02): create Phase 8 migration and validation script
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37fe5ea feat(08-01): add offer_phases, offer_phase_services, and quotes table schema
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```
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---
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**Phase 8 execution complete.** All schema, migration, validation, and query layers ready. Ready for Phase 9 quote builder UI implementation.
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