docs: reset milestone v2.2 "Sales Loop"

Strategic reset after articulating the real sales flow (piano in
.claude/plans/glittery-sprouting-pudding.md). v2.1 delivered Offer Studio
(Phase 11+12) + CRM Attio (Phase 14); residual phases re-scoped:

- Phase 13 (Servizi Attivi) → frozen (touches post-sale portal, kept as-is)
- Phase 15 (Dashboard Revenue) → dropped (analytics merges into dashboard)
- Phase 16/17 (Proposal AI) → re-scoped into v2.2 with transcripts added

New milestone v2.2 = sales loop, Phase 18→22 (R1→R5):
- R1 Cleanup: remove forecast + manual quote builder, merge analytics into dashboard
- R2 Pipeline CRM Kanban (Pipedrive-style)
- R3 Knowledge Base (dated call transcripts per lead/client)
- R4 AI agent (admin picks offer, Claude personalizes proposal from transcripts)
- R5 Public /preventivo/[slug] page + email

New requirements: CLEAN-01..04, PIPE-01/02, KB-01/02, AI-01/02, PUB-01/02/03.
Updated ROADMAP, REQUIREMENTS, STATE, PROJECT. No code changed.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

.planning/STATE.md

@@ -1,17 +1,17 @@
 ---
 gsd_state_version: 1.0
-milestone: v2.1
-milestone_name: milestone
-status: completed
-stopped_at: "Phase 12 complete — Offer Editor (Tier A/B/C, Tag & Prezzo Pubblico) eseguita e verificata. Prossima: Phase 13 (Workspace Servizi Attivi) o Phase 14 (CRM)."
-last_updated: "2026-06-18T15:23:00.000Z"
-last_activity: 2026-06-18 -- Phase 12 execution complete (5/5 piani, build gate passed, OFFER-11/15/16/17/18 verified)
+milestone: v2.2
+milestone_name: Sales Loop
+status: planning
+stopped_at: "RESET 2026-06-19 → milestone v2.2 'Sales Loop'. v2.1 chiuso (Offer Studio Phase 11+12, CRM Phase 14 fatti; 13/15/16/17 congelate/abbandonate/ri-scopate). Prossima: Phase 18 (R1) Cleanup."
+last_updated: "2026-06-19T11:30:00.000Z"
+last_activity: 2026-06-19 -- Reset strategico v2.2 (piano approvato + planning docs aggiornati). Pronto per /gsd-plan-phase 18
 progress:
-  total_phases: 7
-  completed_phases: 3
-  total_plans: 12
-  completed_plans: 12
-  percent: 100
+  total_phases: 5
+  completed_phases: 0
+  total_plans: 0
+  completed_plans: 0
+  percent: 0
 ---
 
 # Project State
@@ -22,16 +22,19 @@ See: .planning/PROJECT.md (updated 2026-06-13)
 
 **Core value:** Il cliente apre il link e vede esattamente a che punto è il suo progetto, cosa deve ancora succedere e cosa ha già approvato — senza dover scrivere email per chiedere aggiornamenti.
 
-**Current focus:** Phase 13 (Workspace Servizi Attivi) o Phase 14 (CRM Attio-style) — entrambe eseguibili. Phase 15 resta bloccata su mockup utente. Phase 12 (Offer Editor) completata e verificata.
+**Current focus:** Milestone **v2.2 "Sales Loop"** (reset 2026-06-19). North-star: lead in pipeline Kanban → transcript call → agente AI genera preventivo → pagina pubblica `/preventivo/[slug]` → vinto/perso. Piano: `.claude/plans/glittery-sprouting-pudding.md`. Prossimo passo: pianificare Phase 18 (R1) Cleanup.
 
 ## Current Position
 
-Phase: 13 (next) — ready to plan/execute
+Phase: 18 (R1) Cleanup & Consolidamento — ready to plan
 Plan: —
-Status: Phase 12 complete. Pronto per /gsd-execute-phase 13 o /gsd-execute-phase 14.
-Last activity: 2026-06-18 -- Phase 12 execution complete (OFFER-11/15/16/17/18 all verified PASS)
+Status: Reset v2.2 enacted nei planning docs. Pronto per `/gsd-plan-phase 18`.
+Last activity: 2026-06-19 -- Reset strategico v2.2: ROADMAP/REQUIREMENTS/STATE aggiornati; fasi 13/15/16/17 chiuse, nuove 18–22 (R1–R5)
 
-Progress: [██████████] 100%
+Progress (v2.2): [░░░░░░░░░░] 0% — 0/5 fasi
+
+### Fasi completate (v2.1, storico)
+Phase 11 (catalogo), Phase 12 (offer editor), Phase 14 (CRM Attio) — consegnate e in prod. 55 servizi reali + tag offerta caricati.
 
 ## Performance Metrics
 
@@ -66,7 +69,8 @@ Progress: [██████████] 100%
 Decisions are logged in PROJECT.md Key Decisions table.
 Recent decisions affecting current work:
 
-- v2.1 roadmap: Offer Studio (Phases 11-15) sequenced before Proposal AI (Phases 16-17) — clean/fast data UX before the AI builder
+- **[RESET 2026-06-19] Milestone v2.2 "Sales Loop"** sostituisce le fasi residue v2.1. Decisioni bloccate: (1) URL preventivo = `/preventivo/[slug]` pubblico; (2) tagliare Forecast + quote builder manuale + Phase 15, fondere `/admin/analytics` nella dashboard; (3) portale post-vendita resta core, non si tocca (Phase 13 congelata); (4) agente AI = "io scelgo l'offerta, l'AI personalizza" leggendo i transcript, provider Claude. Piano: `.claude/plans/glittery-sprouting-pudding.md`
+- [SUPERSEDED dal reset] v2.1 roadmap: Offer Studio (Phases 11-15) sequenced before Proposal AI (Phases 16-17) — clean/fast data UX before the AI builder
 - Phase 11 bundles catalog database-view UX (OFFER-07..10) with legacy consolidation (OFFER-13) since the new UX should be built on a single unified `services` table, not on top of legacy `service_catalog`/`offer_services`
 - Phase 13 (Workspace — Servizi Attivi) is independent of Phases 11/12 — can execute in parallel order if useful, but numbered after for narrative flow
 - Phase 15 (Dashboard Revenue Stats / DASH-11) is isolated and BLOCKED on user-provided mockup; no other phase depends on it — can be deferred/skipped without blocking Phase 16/17
@@ -84,9 +88,10 @@ None yet.
 
 ### Blockers/Concerns
 
-- **Phase 15 (DASH-11)**: Blocked pending dashboard mockup from user. Do not start until mockup provided; safe to skip in execution order without impacting Phase 16/17.
-- **Migrations**: Per CLAUDE.md, every phase touching schema (11 legacy consolidation, 13 recurring-revenue tracking, 16 payment link + provisioning) MUST have its migration applied to prod via SSH+docker exec BEFORE pushing dependent code.
-- Phase 11 Plan 1 (11-01): DB-execution steps blocked — DATABASE_URL (178.104.27.55:54321) firewalled, reachable only via SSH+docker exec on the production host (out of scope for this agent's authorization). Required before OFFER-13/D-02 are satisfied: run scripts/push-11-tags-migration.ts, scripts/migrate-services.ts, scripts/validate-services-migration.ts, scripts/migrate-tags.ts, scripts/validate-tags-migration.ts via an SSH-accessible session (see 11-01-SUMMARY.md 'Issues Encountered' for exact commands). OFFER-13 requirement NOT yet marked complete.
+- **Migrations (sempre valido)**: ogni fase con schema (es. Phase 20 transcript) DEVE avere la migration applicata a prod via tunnel SSH (`ssh -L 54321:localhost:54321 root@178.104.27.55`, `DATABASE_URL` riscritto a `127.0.0.1:54321`) PRIMA di pushare il codice dipendente. `drizzle-kit generate` rotto → SQL a mano.
+- **Phase 21 (AI)**: nessuna integrazione AI ancora nel codice. Servirà chiave Anthropic API in env (Coolify) + decisioni modello/prompt in fase di planning.
+- **Debito tecnico (non bloccante)**: tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` restano come deadweight; `createService`/`serviceSchema` dead code in `catalog/actions.ts`. Script di validazione consolidamento Phase 11 (migrate/validate) mai eseguiti ma OFFER-13 è di fatto soddisfatto (catalogo `services` in uso, 55 servizi reali caricati).
+- **[RISOLTO]** ~~Phase 15 bloccata su mockup~~ → fase abbandonata dal reset 2026-06-19.
 
 ## Deferred Items