docs(state): Phase 10 redo complete — root cause was unapplied prod migrations 0001-0005

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

.planning/STATE.md

@@ -3,14 +3,14 @@ gsd_state_version: 1.0
 milestone: v2.0
 milestone_name: Business Operations Suite
 status: executing
-last_updated: "2026-06-11T07:40:00Z"
+last_updated: "2026-06-11T19:00:00Z"
 last_activity: 2026-06-11
 progress:
   total_phases: 5
-  completed_phases: 1
-  total_plans: 8
-  completed_plans: 5
-  percent: 62.5
+  completed_phases: 4
+  total_plans: 11
+  completed_plans: 11
+  percent: 80
 ---
 
 # Project State
@@ -23,10 +23,24 @@ See: .planning/PROJECT.md (updated 2026-05-09)
 
 ## Current Position
 
-Phase: 09-quote-builder-client-acceptance (Plan 3 just completed)
-Plans: 07 (complete) | 08 (complete) | 09-01 (complete) | 09-02 (complete) | 09-03 (complete)
-Status: Phase 7 executed ✓ | Phase 8 executed ✓ | Phase 9 Plan 1-3 executed ✓
-Last activity: 2026-06-11T07:40:00Z — Phase 9 Plan 3 execution complete (public quote page with rate limiting)
+Phase: 10-crm-pipeline-activity-logging (redo complete, deployed)
+Plans: 07 (complete) | 08 (complete) | 09-01..03 (complete) | 10-01..03 (complete, redeployed 2026-06-11)
+Status: Phase 7 ✓ | Phase 8 ✓ | Phase 9 ✓ | Phase 10 ✓ (staged redo after rollback)
+Last activity: 2026-06-11T19:00:00Z — Phase 10 staged redo deployed; production DB migrations 0001/0003/0004/0005 applied
+
+## What Was Built (Phase 10 — CRM Pipeline & Activity Logging, redo)
+
+### Root cause of the original Phase 10 production crash (resolved)
+
+Production Postgres (Coolify container) had **no migrations applied after 0000** — `services`, `leads`, `offer_phases`, `offer_phase_services`, `quotes` did not exist. Phase 7/8/9 summaries said "migration pending connectivity" and were never followed up. Any page querying those tables 500'd: catalog (services), quote builder + /quote/[token] (quotes), and after Phase 10 deploy also dashboard (FollowUpWidget → leads). The Phase 10 rollback only masked the dashboard symptom.
+
+**Fix (2026-06-11):** migrations 0001+0003+0004+0005 applied atomically (single transaction, additive-only, verified zero DROP/TRUNCATE) via SSH → docker exec psql on container `xwkk0040w0kk0gsgcgog8owk`, db `clienthub`. Protected rows verified intact post-migration (4 clients, 5 projects, 13 payments, 6 phases). `/quote/[token]` 500 → 404 (correct behavior) confirmed.
+
+### Delivered (redo commits 5aa6614 + 008a434)
+
+- **Stage A** (`5aa6614`): deps `@radix-ui/react-dialog`, `date-fns` + shared `ui/dialog.tsx`, `ui/form.tsx`
+- **Stage B**: production DB schema aligned (see above) — script `scripts/push-phase10-migration.ts` for future reuse
+- **Stage C** (`008a434`): schema.ts CRM tables (leads expansion, activities, reminders + relations), lead-service/lead-validators, `/admin/leads` list+detail+actions, LeadTable/LeadDetail/LeadForm, LogActivityModal, SendQuoteModal, FollowUpWidget on dashboard, sidebar link
 
 ## What Was Built (Phase 9 — Quote Builder UI & Public Pages)
 
@@ -174,18 +188,18 @@ Last activity: 2026-06-11T07:40:00Z — Phase 9 Plan 3 execution complete (publi
 
 ## Session Continuity
 
-Last session: 2026-06-11T07:40:00Z
-Phase 9 Plan 3 execution complete (Public quote page with rate limiting and multistep wizard).
-All quote builder infrastructure in place: validators, service layer, admin UI, public page.
-Ready for next plan: Phase 9 Plan 4 (Quote Items & Pricing Configuration).
+Last session: 2026-06-11T19:00:00Z
+Phase 10 staged redo complete: production DB migrations applied (0001/0003/0004/0005), CRM module deployed.
+Dangling work recovered from `phase10-wip` branch (anchor of reflog commit 8e2752a — branch can be deleted once redo verified in production).
+Lesson recorded: migrations are applied manually in this project — every deploy touching schema MUST apply the migration to prod BEFORE pushing code.
 
 ## Operator Next Steps
 
-### Immediate (Phase 9 Remaining Plans)
+### Immediate
 
-- Phase 9 Plan 4: Quote items configuration (admin can add/edit line items per phase)
-- Phase 9 Plan 5: Service picker and price overrides per line item
-- Phase 10: Email confirmation via Resend, quote expiration, sharing links
+- Verify in browser (authenticated): /admin (FollowUpWidget), /admin/leads, /admin/catalog, /admin/quotes/new
+- Re-run `/gsd-plan-phase 11` and `/gsd-plan-phase 12` (planning folders never committed, must be regenerated)
+- Optionally cherry-pick sidebar "App shortcuts" dangling commit 5d75752 if still wanted
 
 ### Phase 10 (Concurrent Activities)