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