docs(v2.0): finalize roadmap + requirements — phases 7-11 approved for planning

- Upgrade PROJECT.md: v2.0 Business Operations Suite (unified catalog, offers with phases, public quotes, CRM pipeline, auto-provisioning)
- Create REQUIREMENTS.md sections: CAT-U, OFFER-B, QUOTE, CRM, WIN requirements for phases 7-11
- Extend ROADMAP.md: 5-phase structure (7-11), 14-19 days total, risk/flag registry
- Archive v1.0 milestone (phases 1-6, complete)
- Switch STATE.md to v2.0, status=planning
- Create research documents: STACK.md, FEATURES_v2.0.md, ARCHITECTURE.md, PITFALLS.md, SUMMARY.md

Ready for: /gsd-plan-phase 7

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

.planning/MILESTONES.md

@@ -0,0 +1,32 @@
+# Milestones
+
+## v1.0 Client Portal & Offer System (Shipped: 2026-06-10)
+
+**Phases completed:** 6 phases, 24 plans, 29 tasks
+
+**Key accomplishments:**
+
+- Next.js 16.2.6 App Router con TypeScript strict, Tailwind v4, Drizzle ORM + postgres-js per Coolify Postgres, e 10 componenti shadcn/ui installati e pronti.
+- Schema Drizzle ORM completo con 10 tabelle, migration SQL generata e schema live sul database Postgres 16 (Hetzner/Coolify). TypeScript strict compila senza errori.
+- Edge proxy con validazione token, ClientView type system che esclude quote_items, e Server Component che fetcha tutti i dati cliente senza esporre segreti admin. Build Next.js 16 senza errori TypeScript.
+- Tutti i componenti UI della dashboard cliente renderizzati come Server Components con design light & clean in Tailwind v4: header con logo iamcavalli + brand name cliente, progress bar globale, timeline laterale delle fasi con barre per fase e task list, sezione pagamenti con badge stato (zero importi singoli), link documenti esterni e log note read-only.
+- Task 1: scripts/seed.ts
+- 1. [Rule 1 - Bug] Next.js 16 proxy export name is 'proxy', not 'middleware'
+- Admin home shows all clients with Acconto/Saldo payment badges; new client form inserts client row + two payment stubs via Zod-validated Server Action with nanoid token auto-generation
+- Full-featured admin client workspace with Radix Tabs covering phases/tasks, payments, documents, and comments — all mutations via inline Server Actions with server-side validation.
+- Client-facing approval and comment API routes with token validation, ownership verification, approved_at immutability enforcement, and inline ApproveButton/CommentForm/CommentList wired into the Phase 1 dashboard via PhaseTimeline.
+- 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
+- Vertical slice completo `/admin/catalog`: NavBar link + pagina catalogo + tabella con edit inline + form aggiunta servizio + soft-delete toggle, con Server Actions protetti da Zod e requireAdmin()
+- Admin quote builder tab with catalog dropdown, freeform toggle, items table with calculated total, and accepted_total editor — all backed by Zod-validated Server Actions with requireAdmin guard.
+- Verifica umana completa: catalogo servizi → preventivo → accepted_total → dashboard cliente, con conferma security constraint quote_items mai esposti
+- NavBar
+- `/admin/projects/[id]`
+- `/api/internal/validate-slug/route.ts`
+- Five Offer System tables added to schema.ts and production DB via direct SQL migration, with Phase 4 projects table bootstrapped from existing client data.
+- Full admin CRUD for macro-offers, micro-offers, and offer services at /admin/offers with a client-side checkbox list for service-to-micro assignments and NavBar updated with Forecast and Offerte links.
+- OffersTab client component for assigning micro-offers to projects with inline accepted_total editing, plus active-offers summary section on the client detail page showing public_name per project.
+- Client dashboard now shows active offers per project (public_name + cumulative service price + accepted_total), and /admin/forecast displays a 12-month server-side revenue projection spread from project_offers.accepted_total across duration_months.
+- AdminSidebar.tsx
+- dashboard-queries.ts
+
+---