feat(08-01): add offer_phases, offer_phase_services, and quotes table schema

- Create offer_phases table (hierarchical phases within offer micros)
- Create offer_phase_services junction (phases → unified services)
- Create quotes table (separate headers from line items)
- Create leads placeholder table (FK for quotes, Phase 10 CRM)
- Update quote_items: add quote_id, offer_micro_id, offer_phase_id columns
- Update projects: add offer_id, created_from_lead_id columns
- Update phases: add offer_phase_id column for audit trail
- Add all Drizzle relations and TypeScript types
- Build verified with npm run build

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>

src/db/schema.ts

@@ -46,6 +46,9 @@ export const projects = pgTable("projects", {
   name: text("name").notNull(), // brand/project name
   accepted_total: numeric("accepted_total", { precision: 10, scale: 2 }).default("0"),
   archived: boolean("archived").notNull().default(false),
+  offer_id: text("offer_id")
+    .references(() => offer_micros.id, { onDelete: "set null" }),
+  created_from_lead_id: text("created_from_lead_id"),
   created_at: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
 });
 
@@ -60,6 +63,8 @@ export const phases = pgTable("phases", {
   title: text("title").notNull(),
   sort_order: integer("sort_order").notNull().default(0),
   status: text("status").notNull().default("upcoming"), // upcoming | active | done
+  offer_phase_id: text("offer_phase_id")
+    .references(() => offer_phases.id, { onDelete: "set null" }),
 });
 
 // ============ TASKS ============
@@ -202,12 +207,18 @@ export const quote_items = pgTable("quote_items", {
   project_id: text("project_id")
     .notNull()
     .references(() => projects.id, { onDelete: "cascade" }),
+  quote_id: text("quote_id")
+    .references(() => quotes.id, { onDelete: "cascade" }),
   service_id: text("service_id")
     .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)
+  offer_micro_id: text("offer_micro_id")
+    .references(() => offer_micros.id, { onDelete: "set null" }),
+  offer_phase_id: text("offer_phase_id")
+    .references(() => offer_phases.id, { onDelete: "set null" }),
 });
 
 // ============ SETTINGS (global admin settings — key-value store) ============
@@ -289,6 +300,77 @@ export const project_offers = pgTable("project_offers", {
   created_at: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
 });
 
+// ============ OFFER PHASES (hierarchical breakdown of offer micros) ============
+export const offer_phases = pgTable("offer_phases", {
+  id: text("id")
+    .primaryKey()
+    .$defaultFn(() => nanoid()),
+  micro_id: text("micro_id")
+    .notNull()
+    .references(() => offer_micros.id, { onDelete: "cascade" }),
+  title: text("title").notNull(),
+  description: text("description"),
+  sort_order: integer("sort_order").notNull().default(0),
+  duration_weeks: integer("duration_weeks"),
+  created_at: timestamp("created_at", { withTimezone: true })
+    .notNull()
+    .defaultNow(),
+});
+
+// ============ OFFER PHASE SERVICES (junction: offer_phases <-> services) ============
+export const offer_phase_services = pgTable(
+  "offer_phase_services",
+  {
+    phase_id: text("phase_id")
+      .notNull()
+      .references(() => offer_phases.id, { onDelete: "cascade" }),
+    service_id: text("service_id")
+      .notNull()
+      .references(() => services.id, { onDelete: "cascade" }),
+  },
+  (t) => ({
+    pk: primaryKey({ columns: [t.phase_id, t.service_id] }),
+  })
+);
+
+// ============ QUOTES (separate header from line items) ============
+export const quotes = pgTable("quotes", {
+  id: text("id")
+    .primaryKey()
+    .$defaultFn(() => nanoid()),
+  lead_id: text("lead_id")
+    .references(() => leads.id, { onDelete: "cascade" }),
+  client_id: text("client_id")
+    .references(() => clients.id, { onDelete: "cascade" }),
+  token: text("token").notNull().unique(),
+  offer_micro_id: text("offer_micro_id")
+    .references(() => offer_micros.id, { onDelete: "set null" }),
+  total_amount: numeric("total_amount", { precision: 10, scale: 2 }).notNull(),
+  status: text("status").notNull().default("draft"),
+  accepted_at: timestamp("accepted_at", { withTimezone: true }),
+  accepted_by_email: text("accepted_by_email"),
+  accepted_by_name: text("accepted_by_name"),
+  created_at: timestamp("created_at", { withTimezone: true })
+    .notNull()
+    .defaultNow(),
+  updated_at: timestamp("updated_at", { withTimezone: true })
+    .notNull()
+    .defaultNow(),
+});
+
+// ============ LEADS TABLE (CRM — Phase 10, but needed for quotes FK) ============
+// Placeholder table for Phase 10 CRM integration
+export const leads = pgTable("leads", {
+  id: text("id")
+    .primaryKey()
+    .$defaultFn(() => nanoid()),
+  name: text("name").notNull(),
+  email: text("email"),
+  created_at: timestamp("created_at", { withTimezone: true })
+    .notNull()
+    .defaultNow(),
+});
+
 // ============ RELATIONS ============
 
 export const clientsRelations = relations(clients, ({ many }) => ({
@@ -297,6 +379,7 @@ export const clientsRelations = relations(clients, ({ many }) => ({
 
 export const projectsRelations = relations(projects, ({ one, many }) => ({
   client: one(clients, { fields: [projects.client_id], references: [clients.id] }),
+  offer: one(offer_micros, { fields: [projects.offer_id], references: [offer_micros.id] }),
   phases: many(phases),
   payments: many(payments),
   documents: many(documents),
@@ -308,6 +391,7 @@ export const projectsRelations = relations(projects, ({ one, many }) => ({
 
 export const phasesRelations = relations(phases, ({ one, many }) => ({
   project: one(projects, { fields: [phases.project_id], references: [projects.id] }),
+  offerPhase: one(offer_phases, { fields: [phases.offer_phase_id], references: [offer_phases.id] }),
   tasks: many(tasks),
 }));
 
@@ -351,10 +435,22 @@ export const quoteItemsRelations = relations(quote_items, ({ one }) => ({
     fields: [quote_items.project_id],
     references: [projects.id],
   }),
+  quote: one(quotes, {
+    fields: [quote_items.quote_id],
+    references: [quotes.id],
+  }),
   service: one(service_catalog, {
     fields: [quote_items.service_id],
     references: [service_catalog.id],
   }),
+  offerMicro: one(offer_micros, {
+    fields: [quote_items.offer_micro_id],
+    references: [offer_micros.id],
+  }),
+  offerPhase: one(offer_phases, {
+    fields: [quote_items.offer_phase_id],
+    references: [offer_phases.id],
+  }),
 }));
 
 export const serviceCatalogRelations = relations(
@@ -388,6 +484,27 @@ export const projectOffersRelations = relations(project_offers, ({ one }) => ({
   micro: one(offer_micros, { fields: [project_offers.micro_id], references: [offer_micros.id] }),
 }));
 
+export const offerPhasesRelations = relations(offer_phases, ({ one, many }) => ({
+  micro: one(offer_micros, { fields: [offer_phases.micro_id], references: [offer_micros.id] }),
+  services: many(offer_phase_services),
+}));
+
+export const offerPhaseServicesRelations = relations(offer_phase_services, ({ one }) => ({
+  phase: one(offer_phases, { fields: [offer_phase_services.phase_id], references: [offer_phases.id] }),
+  service: one(services, { fields: [offer_phase_services.service_id], references: [services.id] }),
+}));
+
+export const leadsRelations = relations(leads, ({ many }) => ({
+  quotes: many(quotes),
+}));
+
+export const quotesRelations = relations(quotes, ({ one, many }) => ({
+  lead: one(leads, { fields: [quotes.lead_id], references: [leads.id] }),
+  client: one(clients, { fields: [quotes.client_id], references: [clients.id] }),
+  micro: one(offer_micros, { fields: [quotes.offer_micro_id], references: [offer_micros.id] }),
+  items: many(quote_items),
+}));
+
 // ============ TYPESCRIPT TYPES (for use in API routes and Server Components) ============
 
 export type Client = typeof clients.$inferSelect;
@@ -427,4 +544,12 @@ export type NewOfferService = typeof offer_services.$inferInsert;
 export type OfferMicroService = typeof offer_micro_services.$inferSelect;
 export type NewOfferMicroService = typeof offer_micro_services.$inferInsert;
 export type ProjectOffer = typeof project_offers.$inferSelect;
-export type NewProjectOffer = typeof project_offers.$inferInsert;
+export type NewProjectOffer = typeof project_offers.$inferInsert;
+export type OfferPhase = typeof offer_phases.$inferSelect;
+export type NewOfferPhase = typeof offer_phases.$inferInsert;
+export type OfferPhaseService = typeof offer_phase_services.$inferSelect;
+export type NewOfferPhaseService = typeof offer_phase_services.$inferInsert;
+export type Quote = typeof quotes.$inferSelect;
+export type NewQuote = typeof quotes.$inferInsert;
+export type Lead = typeof leads.$inferSelect;
+export type NewLead = typeof leads.$inferInsert;

src/types/offer.ts

@@ -0,0 +1,11 @@
+// Export offer-related types from schema for use in components and API routes
+export type {
+  OfferPhase,
+  NewOfferPhase,
+  OfferPhaseService,
+  NewOfferPhaseService,
+  Quote,
+  NewQuote,
+  Lead,
+  NewLead,
+} from "@/db/schema";