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docs(08): phase 8 planning complete — 1 plan (offer phases + quote templates schema)

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Simone Cavalli
2026-06-11 06:54:39 +02:00
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@@ -160,25 +160,28 @@ Decimal phases appear between their surrounding integers in numeric order.
4. Query vecchie servizi falliscono esplicitamente (no silent fallback)
**Plans**: 2 plans
**Plan list**:
- [ ] 07-01-PLAN.md — Schema: services table (audit trail) + backfill + zero-data-loss validation
- [ ] 07-02-PLAN.md — Admin catalog CRUD rewired to services table + e2e verification
- [x] 07-01-PLAN.md — Schema: services table (audit trail) + backfill + zero-data-loss validation
- [x] 07-02-PLAN.md — Admin catalog CRUD rewired to services table + e2e verification
**Durata**: 3–4 giorni
**Status**: Planning complete
**Status**: ✅ Planning complete (execution in progress)
**Risk**: SQL deduplication logic; validate on staging before prod
### Phase 8: Offer Phases & Quote Templates
**Goal**: Struttura hierarchica offer (macro → micro → phase → services) con drag&drop builder
**Goal**: Struttura hierarchica offer (macro → micro → phase → services) per quote builder e auto-provisioning
**Mode:** schema + ui
**Depends on**: Phase 7
**Requirements**: OFFER-B-01, OFFER-B-02, OFFER-B-03
**Success Criteria** (what must be TRUE):
1. Nuove tabelle: `offer_phases`, `quotes`, `offer_phase_services`
2. `/admin/offers/[id]/edit` builder two-column: left servizi (ricerca), right fasi con drag&drop
3. Drag&drop tra fasi e dentro fase (reorder); salva per singolo drop con optimistic update
4. Versioning previene race condition da multi-tab edit (409 Conflict su version mismatch)
**Plans**: 2 (schema + builder UI)
**Durata**: 2–3 giorni
**Status**: Pending planning
2. Admin può visualizzare offer micro suddivisa in fasi, ogni fase con servizi unificati assegnati
3. Quote sono record header separati da line items (quote_items)
4. Quote pages possono copiare struttura offer per mostrare fasi + servizi ai lead
**Plans**: 1 plan (schema foundation for Phases 9-11)
**Plan list**:
- [ ] 08-01-PLAN.md — Schema: offer_phases, offer_phase_services, quotes + FKs + query layer + types
**Durata**: 1–2 giorni
**Status**: ✅ Planning complete
**Notes**: Schema-only phase (no UI in Phase 8). UI builder in Phase 9.
### Phase 9: Quote Builder & Public Routes
**Goal**: Generazione preventivi 2-click (select offer → override prezzi → link pubblico); pagina multistep pubblico per lead
@@ -254,12 +257,12 @@ Phases 7 → 8 → 9 → 10 → 11 planned for sequential execution. Research co
| Phase | Plans | Status | Estimated Duration | Blocking? |
|-------|-------|--------|-------------------|-----------|
| 7. Unified Service Catalog | 2 | Planning complete | 3–4 giorni | Foundation |
| 8. Offer Phases & Quote Templates | 2 | Pending planning | 2–3 giorni | Foundation |
| 7. Unified Service Catalog | 2 | ✅ Planning complete | 3–4 giorni | Foundation |
| 8. Offer Phases & Quote Templates | 1 | ✅ Planning complete | 1–2 giorni | Foundation |
| 9. Quote Builder & Public Routes | 3 | Pending planning | 4–5 giorni | RHF compat test |
| 10. CRM Pipeline & Activity Logging | 3 | Pending planning | 3–4 giorni | No |
| 11. Auto-Provisioning on Win | 2 | Pending planning | 2–3 giorni | BullMQ ops (optional) |
| **Total v2.0 MVP** | **11** | Pending | **14–19 giorni** | — |
| **Total v2.0 MVP** | **11** | Pending | **13–18 giorni** | — |
**v2.0 Deferred (Phase 12+):**
- Phase 12: Email Automation & Polish