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chore(state): update progress to Phase 10 Plans 2-3 complete

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Progress: 7/8 plans complete (87.5%)
Phase 10 CRM UI layer fully implemented (lead CRUD + activity logging + follow-up widget)

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
This commit is contained in:
Simone Cavalli
2026-06-11 15:40:14 +02:00
parent d4c9e753ed
commit 8e2752ae5c
1 changed files with 49 additions and 24 deletions
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.planning/STATE.md
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@@ -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: "2026-06-11T15:35:00Z"
last_activity: 2026-06-11
progress:
total_phases: 5
completed_phases: 1
total_plans: 8
completed_plans: 5
percent: 62.5
completed_plans: 7
percent: 87.5
---
# 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 (Plans 2-3 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: 2026-06-11T15:35:00Z — Phase 10 Plans 2-3 execution complete (Lead CRUD UI + Activity Logging + Follow-up Widget)
## What Was Built (Phase 9 — Quote Builder UI & Public Pages)
@@ -72,6 +72,32 @@ 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 Lead Management & Activity Logging)
### 10-01: CRM Schema Foundation ✓
- **Schema:** leads, activities, reminders tables with FK relations
- **Validators:** Lead, Activity, Reminder Zod schemas
- **Service Layer:** getAllLeads(), getLeadById(), createActivity(), updateLeadStage(), getLeadsNeedingFollowUp()
- **Status:** COMPLETE — Schema and service layer tested, ready for UI integration
### 10-02: Lead CRUD UI ✓
- **Pages:** `/admin/leads` list (LeadTable component) + `/admin/leads/[id]` detail (LeadDetail component)
- **Components:** LeadForm (create/edit modal), LogActivityModal, SendQuoteModal
- **Server Actions:** createLead, updateLead, deleteLead, logActivity, assignQuoteToLead
- **Integration:** Admin sidebar updated with Lead link; form patterns follow existing RHF+Zod conventions
- **UI Components Added:** Dialog (Radix UI), Form (RHF wrapper), date-fns integration
- **Status:** DONE — All forms validate, server actions handle DB mutations, npm run build: 0 errors
### 10-03: Activity Logging & Follow-up Widget ✓
- **LogActivityModal:** Fast form (<10 sec) with type dropdown, date picker, duration, notes
- **SendQuoteModal:** Two tabs (existing quote/create new) with token validation and status update to "proposal_sent"
- **FollowUpWidget:** Dashboard card showing leads needing follow-up (last contact >7 days ago); top 3 with quick links
- **Dashboard Integration:** FollowUpWidget integrated into /admin page with Suspense fallback
- **Status:** DONE — All modals functional, widget displays leads needing follow-up, npm run build: 0 errors
## What Was Built (Phase 8 — Quote Builder Schema Foundation) ✓
### 08-01: Offer Phases & Quote Tables Schema ✓
@@ -174,28 +200,27 @@ Last activity: 2026-06-11T07:40:00Z — Phase 9 Plan 3 execution complete (publi
## Session Continuity
Last session: 2026-06-11T07:40:00Z
Phase 9 Plan 3 execution complete (Public quote page with rate limiting and multistep wizard).
All quote builder infrastructure in place: validators, service layer, admin UI, public page.
Ready for next plan: Phase 9 Plan 4 (Quote Items & Pricing Configuration).
Last session: 2026-06-11T15:35:00Z
Phase 10 Plans 2-3 execution complete (Lead CRUD UI + Activity Logging + Follow-up Widget).
Complete CRM UI layer in place: leads list/detail, activity logging, quote assignment, dashboard widget.
Ready for Phase 10 Plan 4 (final plan in this phase).
## Operator Next Steps
### Immediate (Phase 9 Remaining Plans)
### Immediate (Phase 10 Plan 4 - Final Plan)
- Phase 9 Plan 4: Quote items configuration (admin can add/edit line items per phase)
- Phase 9 Plan 5: Service picker and price overrides per line item
- Phase 10: Email confirmation via Resend, quote expiration, sharing links
- Phase 10 Plan 4: [TBD - check planning docs for final Phase 10 plan]
- Build/deploy Phase 10 complete CRM feature
- User testing of lead pipeline workflow
### Phase 10 (Concurrent Activities)
### After Phase 10
- Email integration (Resend) for quote acceptance confirmation
- CRM leads table implementation (currently placeholder)
- Activity logging for quote events (viewed, accepted, rejected)
- Auto-provisioning webhook listener (triggers project creation on acceptance)
- Phase 11: Auto-Provisioning (consume quote acceptance, create projects, provision services)
- Phase 12+: Email integration (Resend), activity history API, team collaboration features
### Phase 11 (Auto-Provisioning)
### Concurrent Opportunities
- Consume quote acceptance event
- Automatically create project phases from offer_phases structure
- Provision services based on accepted quote items
- Email confirmation via Resend for quote acceptance
- Activity history for quote events (viewed, accepted, rejected)
- Auto-provisioning webhook listener (triggers project creation on quote acceptance)
- Lead scoring based on activity patterns