docs(03-01): complete schema migration plan — nullable service_id + custom_label pushed to Neon

- SUMMARY.md created with full task record, self-check passed - Task 1 commit: 9ddb699 (schema edit) - Task 2: drizzle-kit push confirmed changes applied, second run "No changes detected"
2026-05-17 11:39:04 +02:00
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+---
+phase: 03-service-catalog-quote-builder
+plan: "01"
+subsystem: database
+tags: [drizzle, postgres, neon, schema, quote_items]
+
+# Dependency graph
+requires:
+  - phase: 02-admin-area-interactive-features
+    provides: quote_items table with service_catalog FK already in place
+provides:
+  - quote_items.service_id nullable (allows free-form items without catalog reference)
+  - quote_items.custom_label text column (stores free-form item label)
+  - Live Neon DB schema synced — Wave 2 plans can safely insert rows with service_id = null
+affects:
+  - 03-02 (service catalog CRUD — reads quote_items with custom_label)
+  - 03-03 (quote builder — inserts rows with service_id null and custom_label)
+  - 03-04 (quote display — renders custom_label for free-form items)
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "Drizzle nullable FK: omit .notNull() from FK column to allow null — relation definition unchanged"
+
+key-files:
+  created: []
+  modified:
+    - src/db/schema.ts
+
+key-decisions:
+  - "service_id remains as FK reference (onDelete: restrict) but is now nullable — Drizzle handles nullable FK relations correctly, no changes to quoteItemsRelations needed"
+  - "custom_label is plain text (no notNull) — free-form items set it, catalog-linked items leave it null"
+
+patterns-established:
+  - "Nullable FK pattern: .references(...) without .notNull() — Drizzle infers string | null type automatically"
+
+requirements-completed:
+  - CAT-01
+  - CAT-02
+  - ADMIN-03
+
+# Metrics
+duration: 3min
+completed: 2026-05-17
+---
+
+# Phase 03 Plan 01: Schema — quote_items Nullable service_id + custom_label Summary
+
+**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**
+
+## Performance
+
+- **Duration:** ~3 min
+- **Started:** 2026-05-17T09:35:00Z
+- **Completed:** 2026-05-17T09:37:38Z
+- **Tasks:** 2
+- **Files modified:** 1 (src/db/schema.ts)
+
+## Accomplishments
+
+- Removed `.notNull()` from `quote_items.service_id` — field is now `string | null` in TypeScript
+- Added `custom_label: text("custom_label")` column to `quote_items` table definition
+- Executed `drizzle-kit push` against live Neon DB — changes applied, second run confirmed "No changes detected"
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Update quote_items schema — make service_id nullable and add custom_label** - `9ddb699` (feat)
+2. **Task 2: Push schema changes to Neon database** — no file commit (DB-only DDL operation; verified via `drizzle-kit push` output)
+
+**Plan metadata:** committed with SUMMARY.md
+
+## Files Created/Modified
+
+- `src/db/schema.ts` — Removed `.notNull()` from `service_id`, added `custom_label: text("custom_label")` after `subtotal` in quote_items table
+
+## Decisions Made
+
+- `quoteItemsRelations` block was left unchanged — Drizzle handles nullable FK relations without requiring changes to the relation definition
+- No migration file generated (using `drizzle-kit push` mode, not `drizzle-kit generate` + migrate)
+
+## Deviations from Plan
+
+### Auto-fixed Issues
+
+**1. [Rule 3 - Blocking] Edited worktree file instead of main repo file**
+- **Found during:** Task 1
+- **Issue:** Initial edit went to `/Users/simonecavalli/IAMCAVALLI/src/db/schema.ts` (main repo) instead of the worktree copy at `src/db/schema.ts` relative to worktree root
+- **Fix:** Applied same edits to the correct worktree file; reverted accidental main-repo edit via `git checkout -- src/db/schema.ts` in the main repo
+- **Files modified:** worktree `src/db/schema.ts` (correct), main repo reverted to HEAD
+- **Verification:** `git status` in worktree showed only `src/db/schema.ts` modified; main repo schema unchanged
+- **Committed in:** `9ddb699` (Task 1 commit)
+
+---
+
+**Total deviations:** 1 auto-fixed (1 path confusion / blocking)
+**Impact on plan:** Fix was immediate and required. No scope creep. End result is identical to plan spec.
+
+## Issues Encountered
+
+- Worktree path confusion: the `read_first` directive in the plan pointed to `/Users/simonecavalli/IAMCAVALLI/src/db/schema.ts` (absolute main-repo path), and the initial edit went there instead of the worktree copy. Caught immediately by checking `git status --short` in the worktree before committing.
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+
+- Wave 2 plans (03-02, 03-03, 03-04) can now safely reference `quote_items.custom_label` and insert rows with `service_id = null`
+- No blockers or concerns
+
+## Self-Check: PASSED
+
+- FOUND: `src/db/schema.ts` — correct worktree file with both changes
+- FOUND: `03-01-SUMMARY.md`
+- FOUND: commit `9ddb699` (Task 1)
+- FOUND: `custom_label: text("custom_label")` in schema
+- OK: `service_id` has no `.notNull()` (grep -A2 shows `.references(...)` then `quantity.notNull()` — the notNull is on quantity, not service_id — confirmed correct)
+
+---
+
+*Phase: 03-service-catalog-quote-builder*
+*Completed: 2026-05-17*