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

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

.planning/HANDOFF.md

@@ -0,0 +1,37 @@
+# Handoff
+
+Living document — update at the end of each session so the next one can resume without re-deriving context. Overwrite stale sections; keep it short and actionable.
+
+---
+
+## 2026-06-11 (sera) — Phase 10 redo COMPLETATO, root cause trovata
+
+### Root cause del crash (diversa dall'ipotesi del handoff precedente)
+
+Il DB di produzione (Coolify, container `xwkk0040w0kk0gsgcgog8owk`, db `clienthub`) **non aveva NESSUNA migration applicata dopo la 0000**: mancavano `services` (0001), `leads`/`offer_phases`/`offer_phase_services`/`quotes` (0003), le colonne quotes (0004). Le summary di Phase 7/8 dicevano "migration pending connectivity" e nessuno le ha mai applicate.
+
+Conseguenze: catalogo (→`services`), quote builder e `/quote/[token]` (→`quotes`) erano **già rotti in produzione prima di Phase 10**. Il deploy di Phase 10 ha solo aggiunto il crash della dashboard (FollowUpWidget→`leads`). Il rollback a `0bca8a6` ha mascherato il sintomo dashboard ma /quote/[token] dava ancora 500 (verificato con token 21-char valido).
+
+NB: l'app NON è su Vercel — Gitea (`git.iamcavalli.net`) → Coolify self-hosted. Il problema non era di piattaforma; nessun motivo di migrare a Replit.
+
+### Cosa è stato fatto (redo staged)
+
+1. **Stage A** — commit `5aa6614`: deps `@radix-ui/react-dialog@^1.1.16` + `date-fns@^4.4.0` + `ui/dialog.tsx`/`ui/form.tsx`. Deployato e verificato.
+2. **Stage B** — migrations **0001+0003+0004+0005 applicate in unica transazione atomica** al DB prod via `ssh root@178.104.27.55` → `docker exec psql` (porta 54321 chiusa dal firewall dall'esterno; SSH ok). Verificato: 25 tabelle, `leads` con 12 colonne, righe protette intatte (4 clients / 5 projects / 13 payments / 6 phases). `/quote/[token]` 500→404. Script riusabile: `scripts/push-phase10-migration.ts` (funziona solo dal server o con tunnel).
+3. **Stage C** — commit `008a434`: tutto il modulo CRM da `phase10-wip` (schema, lead-service/validators, /admin/leads, modali, FollowUpWidget, sidebar). Build pulita, push fatto, deploy Coolify in corso a fine sessione.
+
+### Da verificare a inizio prossima sessione
+
+- [ ] Deploy Stage C live (chunk hash homepage cambiato rispetto a `797e433ab948586e-s.p.08e28id.o-okb.woff2`)
+- [ ] Da browser autenticato: `/admin` (dashboard con FollowUpWidget), `/admin/leads`, `/admin/catalog`, `/admin/quotes/new` — tutte devono caricare
+- [ ] Se tutto ok: `git branch -D phase10-wip` (lavoro ormai su main)
+
+### Prossimi passi
+
+- `/gsd-plan-phase 11` e `/gsd-plan-phase 12` — i planning folder non sono mai stati committati, vanno rigenerati (Phase 11: auto-provisioning con `winLead(leadId, quoteId)` idempotente keyed `SHA256(leadId+quoteId)`; Phase 12: Resend email + quote expiration)
+- Eventuale cherry-pick di `5d75752` (sidebar "App shortcuts") se ancora desiderato — dangling, recuperabile da reflog
+- **Regola da ora in poi**: ogni phase con migration → applicare al DB prod PRIMA del push del codice (le migration qui sono manuali, niente runner automatico)
+
+### Hash utili
+
+`5aa6614` (Stage A) · `008a434` (Stage C) · `phase10-wip` = `8e2752a` (originale recuperato) · `5d75752` (sidebar shortcuts, ancora dangling)

.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
+  completed_phases: 4
-  total_plans: 8
+  total_plans: 11
-  completed_plans: 5
+  completed_plans: 11
-  percent: 62.5
+  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)
+Phase: 10-crm-pipeline-activity-logging (redo complete, deployed)
-Plans: 07 (complete) | 08 (complete) | 09-01 (complete) | 09-02 (complete) | 09-03 (complete)
+Plans: 07 (complete) | 08 (complete) | 09-01..03 (complete) | 10-01..03 (complete, redeployed 2026-06-11)
-Status: Phase 7 executed ✓ | Phase 8 executed ✓ | Phase 9 Plan 1-3 executed ✓
+Status: Phase 7 ✓ | Phase 8 ✓ | Phase 9 ✓ | Phase 10 ✓ (staged redo after rollback)
-Last activity: 2026-06-11T07:40:00Z — Phase 9 Plan 3 execution complete (public quote page with rate limiting)
+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
+Last session: 2026-06-11T19:00:00Z
-Phase 9 Plan 3 execution complete (Public quote page with rate limiting and multistep wizard).
+Phase 10 staged redo complete: production DB migrations applied (0001/0003/0004/0005), CRM module deployed.
-All quote builder infrastructure in place: validators, service layer, admin UI, public page.
+Dangling work recovered from `phase10-wip` branch (anchor of reflog commit 8e2752a — branch can be deleted once redo verified in production).
-Ready for next plan: Phase 9 Plan 4 (Quote Items & Pricing Configuration).
+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)
+- Verify in browser (authenticated): /admin (FollowUpWidget), /admin/leads, /admin/catalog, /admin/quotes/new
-- Phase 9 Plan 5: Service picker and price overrides per line item
+- Re-run `/gsd-plan-phase 11` and `/gsd-plan-phase 12` (planning folders never committed, must be regenerated)
-- Phase 10: Email confirmation via Resend, quote expiration, sharing links
+- Optionally cherry-pick sidebar "App shortcuts" dangling commit 5d75752 if still wanted
 
 ### Phase 10 (Concurrent Activities)