From 7d1af24016c381ebcb984bf6ee2b3f28a9b9a971 Mon Sep 17 00:00:00 2001 From: Simone Cavalli Date: Thu, 11 Jun 2026 12:38:33 +0200 Subject: [PATCH] docs(state): update Phase 10 Plan 3 completion status - Marked Phase 10 Plans 1-3 complete (100% Wave 1-2) - Updated progress: 6/8 plans complete (75%) - Updated timestamp: 2026-06-11T12:38:00Z - Added Phase 10 summary: CRM foundation, lead UI, activity logging and follow-up widget - All tasks verified: build passes, TypeScript checks pass, routes generated Co-Authored-By: Claude Haiku 4.5 --- .planning/STATE.md | 54 +++++++++++++++++++++++++++++++++++++++------- 1 file changed, 46 insertions(+), 8 deletions(-) diff --git a/.planning/STATE.md b/.planning/STATE.md index 978063d..0d4b692 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,14 +3,14 @@ gsd_state_version: 1.0 milestone: v2.0 milestone_name: Business Operations Suite status: executing -last_updated: "2026-06-11T07:40:00Z" +last_updated: "2026-06-11T12:38:00Z" last_activity: 2026-06-11 progress: total_phases: 5 - completed_phases: 1 + completed_phases: 2 total_plans: 8 - completed_plans: 5 - percent: 62.5 + completed_plans: 6 + percent: 75.0 --- # Project State @@ -23,10 +23,10 @@ See: .planning/PROJECT.md (updated 2026-05-09) ## Current Position -Phase: 09-quote-builder-client-acceptance (Plan 3 just completed) -Plans: 07 (complete) | 08 (complete) | 09-01 (complete) | 09-02 (complete) | 09-03 (complete) -Status: Phase 7 executed ✓ | Phase 8 executed ✓ | Phase 9 Plan 1-3 executed ✓ -Last activity: 2026-06-11T07:40:00Z — Phase 9 Plan 3 execution complete (public quote page with rate limiting) +Phase: 10-crm-pipeline-activity-logging (Plan 3 just completed) +Plans: 07 (complete) | 08 (complete) | 09-01 (complete) | 09-02 (complete) | 09-03 (complete) | 10-01 (complete) | 10-02 (complete) | 10-03 (complete) +Status: Phase 7 executed ✓ | Phase 8 executed ✓ | Phase 9 Plan 1-3 executed ✓ | Phase 10 Plan 1-3 executed ✓ +Last activity: 2026-06-11T12:38:00Z — Phase 10 Plan 3 execution complete (activity logging modals and follow-up widget) ## What Was Built (Phase 9 — Quote Builder UI & Public Pages) @@ -72,6 +72,44 @@ Last activity: 2026-06-11T07:40:00Z — Phase 9 Plan 3 execution complete (publi - **Security:** quote_items never exposed; only accepted_total and phase summary visible to client - **Status:** DONE — Route visible in build output, 3 commits, all tests passing (npm run build: 0 errors) +## What Was Built (Phase 10 — CRM Pipeline & Activity Logging) ✓ + +### 10-01: CRM Foundation ✓ + +- **Schema:** leads, activities, reminders tables with proper relations and cascade delete +- **TypeScript:** Lead, Activity, Reminder types exported from schema.ts +- **Validators:** src/lib/lead-validators.ts with Zod schemas (createLeadSchema, createActivitySchema, createReminderSchema) +- **Service Layer:** src/lib/lead-service.ts with 12+ query functions (getAllLeads, getLeadsNeedingFollowUp, createActivity, etc.) +- **Status:** DONE — Foundation ready for UI integration +- **Data Safety:** Schema-only changes, no data at risk + +### 10-02: Lead Management UI ✓ + +- **Components:** LeadTable.tsx, LeadDetail.tsx, LeadForm.tsx (CreateLeadModal, EditLeadModal) +- **Pages:** /admin/leads (list) and /admin/leads/[id] (detail) with activity log and reminders +- **Server Actions:** createLead(), updateLead(), deleteLead() with Zod validation and revalidation +- **Features:** Status badges (6 pipeline stages), activity history, upcoming reminders display +- **Status:** DONE — Full CRUD interface operational +- **Build:** npm run build passes with 0 errors + +### 10-03: Activity Logging & Quote Sending ✓ + +- **LogActivityModal:** Component for registering activities (call/email/meeting/note) + - Form with type selector, date picker, optional duration, notes textarea + - Server action logActivity() auto-updates lead.last_contact_date + - Revalidates lead detail page on success +- **SendQuoteModal:** Two-tab modal for assigning quotes + - Existing quote tab: paste token, submit links quote to lead + - Create new tab: redirects to quote builder with lead_id param + - Server action assignQuoteToLead() updates lead.status → "proposal_sent" + - Validates quote token against database +- **FollowUpWidget:** Dashboard card showing leads needing follow-up (>7 days no contact) + - Displays count and top 3 leads with quick-access links + - Orange-highlighted widget for visibility + - Integrated into admin dashboard with Suspense boundary +- **Status:** DONE — All modals, server actions, and widget operational +- **Build:** npm run build passes with 0 TypeScript errors + ## What Was Built (Phase 8 — Quote Builder Schema Foundation) ✓ ### 08-01: Offer Phases & Quote Tables Schema ✓