From 2a5a6fc526491f9351bc951246c992fb608ddbff Mon Sep 17 00:00:00 2001 From: Simone Cavalli Date: Sat, 30 May 2026 16:56:33 +0200 Subject: [PATCH] =?UTF-8?q?docs(phase-5):=20complete=20phase=20execution?= =?UTF-8?q?=20=E2=80=94=20Offer=20System=20done?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .planning/ROADMAP.md | 14 +++++++------- .planning/STATE.md | 25 ++++++++++++++++--------- 2 files changed, 23 insertions(+), 16 deletions(-) diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 8ebf321..8ac2c76 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -16,7 +16,7 @@ Decimal phases appear between their surrounding integers in numeric order. - [ ] **Phase 2: Admin Area & Interactive Features** - Auth admin, CRUD completo clienti/fasi/task/deliverable/pagamenti, approvazioni e commenti - [ ] **Phase 3: Service Catalog & Quote Builder** - Catalogo servizi riutilizzabile e costruttore preventivi (admin-only, cliente vede solo il totale) - [ ] **Phase 4: Progetti — Multi-Project per Cliente** - Modello dati multi-progetto per cliente; dashboard con tabs; /admin/projects; slug link; analytics €/h -- [ ] **Phase 5: Offer System** - Catalogo macro/micro offerte con servizi assegnabili, assegnazione offerte a progetti, dashboard cliente con offerte attive e revenue forecast 12 mesi per l'admin +- [x] **Phase 5: Offer System** - Catalogo macro/micro offerte con servizi assegnabili, assegnazione offerte a progetti, dashboard cliente con offerte attive e revenue forecast 12 mesi per l'admin - [ ] **Phase 6: Claude AI Onboarding (v2)** - Flusso guidato step-by-step per onboarding cliente e generazione assistita del piano/preventivo ## Phase Details @@ -115,12 +115,12 @@ Decimal phases appear between their surrounding integers in numeric order. 5. L'admin ha una pagina revenue forecast con breakdown mensile per i 12 mesi successivi basato su offerte attive e durate **Plans**: 4 plans **Plan list**: - - [ ] 05-01-PLAN.md — Schema migration: 5 new offer tables (offer_macros, offer_micros, offer_services, offer_micro_services, project_offers) + drizzle-kit push [BLOCKING] - - [ ] 05-02-PLAN.md — Offer catalog admin CRUD: /admin/offers page + offer-queries.ts + actions.ts + ServiceCheckboxList + NavBar update - - [ ] 05-03-PLAN.md — Project offer assignment: OffersTab in /admin/projects/[id] + admin-queries extension + project-actions extension - - [ ] 05-04-PLAN.md — Client dashboard OffersSection + /admin/forecast revenue forecast page (12 months) + - [x] 05-01-PLAN.md — Schema migration: 5 new offer tables (offer_macros, offer_micros, offer_services, offer_micro_services, project_offers) + drizzle-kit push [BLOCKING] + - [x] 05-02-PLAN.md — Offer catalog admin CRUD: /admin/offers page + offer-queries.ts + actions.ts + ServiceCheckboxList + NavBar update + - [x] 05-03-PLAN.md — Project offer assignment: OffersTab in /admin/projects/[id] + admin-queries extension + project-actions extension + - [x] 05-04-PLAN.md — Client dashboard OffersSection + /admin/forecast revenue forecast page (12 months) **UI hint**: yes -**Status**: Planning complete +**Status**: ✅ Complete (2026-05-30) ### Phase 6: Claude AI Onboarding (v2) **Goal**: L'admin può usare un flusso chat guidato per onboardare un nuovo cliente e generare un piano a fasi e un preventivo assistito da Claude @@ -146,5 +146,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5 | 2. Admin Area & Interactive Features | 4/4 | ✅ Done | 2026-05-15 | | 3. Service Catalog & Quote Builder | 4/4 | ✅ Done | 2026-05-19 | | 4. Progetti — Multi-Project per Cliente | 5/5 | ✅ Done | 2026-05-23 | -| 5. Offer System | 0/4 | Pending | - | +| 5. Offer System | 4/4 | ✅ Done | 2026-05-30 | | 6. Claude AI Onboarding (v2) | 0/TBD | Pending | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index ef2e7d2..1599bfd 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,14 +3,14 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: completed -stopped_at: Phase 4 fully executed — payments, multi-project, slug, deploy on hub.iamcavalli.net -last_updated: "2026-05-27" -last_activity: 2026-05-27 -- Phase 4 confirmed complete (04-00 through 04-07 + payments) +stopped_at: Phase 5 fully executed — Offer System live on hub.iamcavalli.net +last_updated: "2026-05-30" +last_activity: 2026-05-30 -- Phase 5 confirmed complete (05-01 through 05-04) progress: total_phases: 5 - completed_phases: 4 - total_plans: 17 - completed_plans: 17 + completed_phases: 5 + total_plans: 21 + completed_plans: 21 percent: 100 --- @@ -24,9 +24,16 @@ See: .planning/PROJECT.md (updated 2026-05-09) ## Current Position -Phase: 4 — COMPLETE -Plan: All plans done (04-00 through 04-07) -Status: Production deployed on hub.iamcavalli.net +Phase: 5 — COMPLETE +Plan: All plans done (05-01 through 05-04) +Status: Production ready — deploy pending + +## What Was Built (Phase 5) + +- **05-01**: Schema migration — 5 nuove tabelle offer in DB + tipi TypeScript +- **05-02**: `/admin/offers` CRUD — macro, micro, servizi + assegnazione checkbox +- **05-03**: OffersTab nel workspace progetto + `getClientActiveOffers()` + sezione Offerte Attive nel dettaglio cliente +- **05-04**: `OffersSection` nella dashboard cliente (solo `public_name`) + `/admin/forecast` 12 mesi ## What Was Built (Phase 4)