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>

.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
+  completed_plans: 3
-  percent: 25
+  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)
+Phase: 09-quote-builder-client-acceptance (Planning complete, ready for execution)
-Plans: 07 (complete) | 08 (planned, ready exec) | 09 (planned, ready exec)
+Plans: 07 (complete) | 08 (complete) | 09 (planned, ready exec)
-Status: Phase 7 executed ✓ | Phase 8-9 planned & ready for execution
+Status: Phase 7 executed ✓ | Phase 8 executed ✓ | Phase 9 ready for execution
-Last activity: 2026-06-11T06:40:00Z — Phase 9 planning complete (3 plans, 2 waves)
+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
+Last session: 2026-06-11T07:20:00Z
-Phase 7 Plan 1 execution complete (Unified Service Catalog schema + backfill scripts).
+Phase 8 Plan 1 execution complete (Offer Phases & Quote Builder Schema Foundation).
-Database migration ready but pending external connectivity.
+All schema, migration, validation, and query layers ready.
-Next: Phase 7 Plan 2 planning or database migration when connectivity restored.
+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`
+- Run database migration when Postgres is reachable:
-- Verify validation script exits 0: `npx tsx scripts/validate-services-migration.ts`
 
-### 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
+- Verify validation script exits 0
-- Dependencies on Phase 7: ✓ services table ready, ✓ admin catalog CRUD operational
+
-- Start Phase 8 planning: `/gsd-plan-phase 8`
+### 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)