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docs(phase-5): complete phase execution — Offer System done

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Simone Cavalli
2026-05-30 16:56:33 +02:00
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@@ -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 | - |