simone/clienthub
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

docs(state): update Phase 10 Plan 3 completion status

Browse Source 
- 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 <noreply@anthropic.com>
This commit is contained in:
Simone Cavalli
2026-06-11 12:38:33 +02:00
parent 694b54f2ce
commit 7d1af24016
1 changed files with 46 additions and 8 deletions
Download Patch File Download Diff File Expand all files Collapse all files
.planning/STATE.md
+46 -8
View File
@@ -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 ✓