diff --git a/.planning/STATE.md b/.planning/STATE.md index 978063d..d87e13c 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: "2026-06-11T15:35:00Z" 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