From 1898dc5ccc1131d355f8a5773dbe899b56a29f66 Mon Sep 17 00:00:00 2001 From: Simone Cavalli Date: Thu, 11 Jun 2026 07:17:26 +0200 Subject: [PATCH] =?UTF-8?q?docs(state):=20Phase=208=20execution=20complete?= =?UTF-8?q?=20=E2=80=94=20schema=20foundation=20ready?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Update progress: 3/8 plans complete (37.5%) - Update current position: Phase 8 executed, Phase 9 ready for execution - Add Phase 8 build summary (4 new tables, 7 columns, 5 query functions) - Update session info with Phase 8 completion - Update operator next steps: Phase 8 database migration when Postgres ready Co-Authored-By: Claude Haiku 4.5 --- .planning/STATE.md | 74 +++++++++++++++++++++++++++++++++++----------- 1 file changed, 56 insertions(+), 18 deletions(-) diff --git a/.planning/STATE.md b/.planning/STATE.md index b7a1712..e42305e 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,14 +3,14 @@ gsd_state_version: 1.0 milestone: v2.0 milestone_name: Business Operations Suite status: executing -last_updated: "2026-06-11T06:28:00Z" +last_updated: "2026-06-11T07:20:00Z" last_activity: 2026-06-11 progress: total_phases: 5 completed_phases: 1 total_plans: 8 - completed_plans: 2 - percent: 25 + completed_plans: 3 + percent: 37.5 --- # Project State @@ -23,10 +23,42 @@ See: .planning/PROJECT.md (updated 2026-05-09) ## Current Position -Phase: 09-quote-builder-client-acceptance (Planning just finished) -Plans: 07 (complete) | 08 (planned, ready exec) | 09 (planned, ready exec) -Status: Phase 7 executed ✓ | Phase 8-9 planned & ready for execution -Last activity: 2026-06-11T06:40:00Z — Phase 9 planning complete (3 plans, 2 waves) +Phase: 09-quote-builder-client-acceptance (Planning complete, ready for execution) +Plans: 07 (complete) | 08 (complete) | 09 (planned, ready exec) +Status: Phase 7 executed ✓ | Phase 8 executed ✓ | Phase 9 ready for execution +Last activity: 2026-06-11T07:20:00Z — Phase 8 Plan 1 execution complete (schema foundation) + +## What Was Built (Phase 8 — Quote Builder Schema Foundation) ✓ + +### 08-01: Offer Phases & Quote Tables Schema ✓ + +- **Schema:** 4 new tables (offer_phases, offer_phase_services, quotes, leads) + 7 columns added to existing tables +- **offer_phases:** Hierarchical breakdown of offer_micros (Discovery → Strategy → Execution phases) +- **offer_phase_services:** Junction linking phases to unified services table (Phase 7) +- **quotes:** Separate quote headers from line items with token-based public access +- **Extensions:** quote_items (quote_id, offer_micro_id, offer_phase_id), projects (offer_id, created_from_lead_id), phases (offer_phase_id) +- **TypeScript:** OfferPhase, OfferPhaseService, Quote, Lead types exported +- **Drizzle Relations:** 6 new relations for proper ORM traversal +- **Status:** Schema complete, migration script ready, validation checks implemented +- **Data Safety:** Additive-only migration (no drops, no truncates) — fully reversible + +### 08-02: Migration & Validation Scripts ✓ + +- **Migration:** src/db/migrations/0003_offer_phases_quote_templates.sql (89 lines, additive-only) +- **Indexes:** 11 created for performance (micro_id, service_id, token, client_id, status, etc.) +- **Validation:** scripts/validate-phase8-migration.ts with 10 checks (all 4 tables + 6 columns verified) +- **Status:** READY FOR DEPLOYMENT when Postgres is reachable + +### 08-03: Query Layer for Quote Builder ✓ + +- **Query Functions:** 5 new async functions added to admin-queries.ts + - getOfferPhases(microId) — get all phases for an offer micro + - getOfferPhaseServices(phaseId) — get all services assigned to a phase + - getQuoteById(quoteId) — full quote header by ID + - getQuoteByToken(token) — quote by public token (for /quote/[token]) + - getQuotesByClient(clientId) — all quotes for a client +- **Build Status:** npm run build passes with zero TypeScript errors +- **Ready for:** Phase 9 quote builder UI, public quote pages ## What Was Built (Phase 7 — v2.0) @@ -98,20 +130,26 @@ Last activity: 2026-06-11T06:40:00Z — Phase 9 planning complete (3 plans, 2 wa ## Session Continuity -Last session: 2026-06-11T04:21:50Z -Phase 7 Plan 1 execution complete (Unified Service Catalog schema + backfill scripts). -Database migration ready but pending external connectivity. -Next: Phase 7 Plan 2 planning or database migration when connectivity restored. +Last session: 2026-06-11T07:20:00Z +Phase 8 Plan 1 execution complete (Offer Phases & Quote Builder Schema Foundation). +All schema, migration, validation, and query layers ready. +Migration pending Postgres connectivity. ## Operator Next Steps -### Immediate (Phase 7 Database Sync) +### Immediate (Phase 8 Database Sync) -- Run database migration when Postgres is reachable: `scripts/push-services-migration.ts`, `scripts/migrate-services.ts`, `scripts/validate-services-migration.ts` -- Verify validation script exits 0: `npx tsx scripts/validate-services-migration.ts` +- Run database migration when Postgres is reachable: -### Next Phase (Phase 8 Planning) + ```bash + npx tsx scripts/validate-phase8-migration.ts # Verify before applying + # Apply migration using Drizzle CLI or direct SQL + ``` -- Phase 8 focus: Offer Phase service assignments and quote template builder -- Dependencies on Phase 7: ✓ services table ready, ✓ admin catalog CRUD operational -- Start Phase 8 planning: `/gsd-plan-phase 8` +- Verify validation script exits 0 + +### Next Phase (Phase 9 Quote Builder UI) + +- Phase 9 focus: Quote builder UI components + public quote pages +- Dependencies on Phase 8: ✓ offer_phases schema ready, ✓ quote headers ready, ✓ query layer implemented +- Ready to execute: Phase 9 Plan 1 (Quote Builder Components)