diff --git a/.planning/phases/03-service-catalog-quote-builder/03-01-SUMMARY.md b/.planning/phases/03-service-catalog-quote-builder/03-01-SUMMARY.md new file mode 100644 index 0000000..4659c50 --- /dev/null +++ b/.planning/phases/03-service-catalog-quote-builder/03-01-SUMMARY.md @@ -0,0 +1,125 @@ +--- +phase: 03-service-catalog-quote-builder +plan: "01" +subsystem: database +tags: [drizzle, postgres, neon, schema, quote_items] + +# Dependency graph +requires: + - phase: 02-admin-area-interactive-features + provides: quote_items table with service_catalog FK already in place +provides: + - quote_items.service_id nullable (allows free-form items without catalog reference) + - quote_items.custom_label text column (stores free-form item label) + - Live Neon DB schema synced — Wave 2 plans can safely insert rows with service_id = null +affects: + - 03-02 (service catalog CRUD — reads quote_items with custom_label) + - 03-03 (quote builder — inserts rows with service_id null and custom_label) + - 03-04 (quote display — renders custom_label for free-form items) + +# Tech tracking +tech-stack: + added: [] + patterns: + - "Drizzle nullable FK: omit .notNull() from FK column to allow null — relation definition unchanged" + +key-files: + created: [] + modified: + - src/db/schema.ts + +key-decisions: + - "service_id remains as FK reference (onDelete: restrict) but is now nullable — Drizzle handles nullable FK relations correctly, no changes to quoteItemsRelations needed" + - "custom_label is plain text (no notNull) — free-form items set it, catalog-linked items leave it null" + +patterns-established: + - "Nullable FK pattern: .references(...) without .notNull() — Drizzle infers string | null type automatically" + +requirements-completed: + - CAT-01 + - CAT-02 + - ADMIN-03 + +# Metrics +duration: 3min +completed: 2026-05-17 +--- + +# Phase 03 Plan 01: Schema — quote_items Nullable service_id + custom_label Summary + +**Added `custom_label text` column and made `service_id` nullable in `quote_items` via Drizzle schema edit + Neon DDL push — unblocking Wave 2 free-form quote items** + +## Performance + +- **Duration:** ~3 min +- **Started:** 2026-05-17T09:35:00Z +- **Completed:** 2026-05-17T09:37:38Z +- **Tasks:** 2 +- **Files modified:** 1 (src/db/schema.ts) + +## Accomplishments + +- Removed `.notNull()` from `quote_items.service_id` — field is now `string | null` in TypeScript +- Added `custom_label: text("custom_label")` column to `quote_items` table definition +- Executed `drizzle-kit push` against live Neon DB — changes applied, second run confirmed "No changes detected" + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Update quote_items schema — make service_id nullable and add custom_label** - `9ddb699` (feat) +2. **Task 2: Push schema changes to Neon database** — no file commit (DB-only DDL operation; verified via `drizzle-kit push` output) + +**Plan metadata:** committed with SUMMARY.md + +## Files Created/Modified + +- `src/db/schema.ts` — Removed `.notNull()` from `service_id`, added `custom_label: text("custom_label")` after `subtotal` in quote_items table + +## Decisions Made + +- `quoteItemsRelations` block was left unchanged — Drizzle handles nullable FK relations without requiring changes to the relation definition +- No migration file generated (using `drizzle-kit push` mode, not `drizzle-kit generate` + migrate) + +## Deviations from Plan + +### Auto-fixed Issues + +**1. [Rule 3 - Blocking] Edited worktree file instead of main repo file** +- **Found during:** Task 1 +- **Issue:** Initial edit went to `/Users/simonecavalli/IAMCAVALLI/src/db/schema.ts` (main repo) instead of the worktree copy at `src/db/schema.ts` relative to worktree root +- **Fix:** Applied same edits to the correct worktree file; reverted accidental main-repo edit via `git checkout -- src/db/schema.ts` in the main repo +- **Files modified:** worktree `src/db/schema.ts` (correct), main repo reverted to HEAD +- **Verification:** `git status` in worktree showed only `src/db/schema.ts` modified; main repo schema unchanged +- **Committed in:** `9ddb699` (Task 1 commit) + +--- + +**Total deviations:** 1 auto-fixed (1 path confusion / blocking) +**Impact on plan:** Fix was immediate and required. No scope creep. End result is identical to plan spec. + +## Issues Encountered + +- Worktree path confusion: the `read_first` directive in the plan pointed to `/Users/simonecavalli/IAMCAVALLI/src/db/schema.ts` (absolute main-repo path), and the initial edit went there instead of the worktree copy. Caught immediately by checking `git status --short` in the worktree before committing. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness + +- Wave 2 plans (03-02, 03-03, 03-04) can now safely reference `quote_items.custom_label` and insert rows with `service_id = null` +- No blockers or concerns + +## Self-Check: PASSED + +- FOUND: `src/db/schema.ts` — correct worktree file with both changes +- FOUND: `03-01-SUMMARY.md` +- FOUND: commit `9ddb699` (Task 1) +- FOUND: `custom_label: text("custom_label")` in schema +- OK: `service_id` has no `.notNull()` (grep -A2 shows `.references(...)` then `quantity.notNull()` — the notNull is on quantity, not service_id — confirmed correct) + +--- + +*Phase: 03-service-catalog-quote-builder* +*Completed: 2026-05-17* diff --git a/src/db/schema.ts b/src/db/schema.ts index 874fa6f..bf42a6f 100644 --- a/src/db/schema.ts +++ b/src/db/schema.ts @@ -164,11 +164,11 @@ export const quote_items = pgTable("quote_items", { .notNull() .references(() => clients.id, { onDelete: "cascade" }), service_id: text("service_id") - .notNull() - .references(() => service_catalog.id, { onDelete: "restrict" }), + .references(() => service_catalog.id, { onDelete: "restrict" }), // nullable — free-form items have no catalog ref quantity: numeric("quantity", { precision: 10, scale: 2 }).notNull(), unit_price: numeric("unit_price", { precision: 10, scale: 2 }).notNull(), // snapshot at time of quote subtotal: numeric("subtotal", { precision: 10, scale: 2 }).notNull(), + custom_label: text("custom_label"), // free-form item label (when service_id is null) }); // ============ RELATIONS ============