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docs(phase-12): update tracking after wave 4

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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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Simone Cavalli
2026-06-15 10:31:07 +02:00
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commit 9a74e5ccfa
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.planning/ROADMAP.md
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## Phases ## Phases
- [x] **Phase 11: Catalog Database-View UX & Legacy Consolidation** - Catalogo `services` come tabella con inline edit, tag multi-select, quick-add, ricerca istantanea; consolidamento `service_catalog`/`offer_services` → `services` - [x] **Phase 11: Catalog Database-View UX & Legacy Consolidation** - Catalogo `services` come tabella con inline edit, tag multi-select, quick-add, ricerca istantanea; consolidamento `service_catalog`/`offer_services` → `services`
- [ ] **Phase 12: Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico** - Editor offerte completo: lista filtrabile + 3 tier (A/B/C) via matrice checkbox sui servizi `services`, totale live per tier, prezzo pubblico manuale, tag multi-dimensione, promessa di trasformazione (import CSV/Notion rimandato) - [x] **Phase 12: Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico** - Editor offerte completo: lista filtrabile + 3 tier (A/B/C) via matrice checkbox sui servizi `services`, totale live per tier, prezzo pubblico manuale, tag multi-dimensione, promessa di trasformazione (import CSV/Notion rimandato) (completed 2026-06-15)
- [ ] **Phase 13: Workspace — Servizi Attivi** - Tab "Preventivo" rimossa (UI-only), "Offerte" → "Servizi attivi" (one-shot/ricorrenti + tracking incassi mensili), rimozione pagina Forecast - [ ] **Phase 13: Workspace — Servizi Attivi** - Tab "Preventivo" rimossa (UI-only), "Offerte" → "Servizi attivi" (one-shot/ricorrenti + tracking incassi mensili), rimozione pagina Forecast
- [x] **Phase 14: CRM Attio-style & Fix** - Redesign `/admin/leads` stile Attio/Pipedrive (inline edit + tag), fix FollowUpWidget IT / LeadForm types / SendQuoteModal rami irraggiungibili (completed 2026-06-14) - [x] **Phase 14: CRM Attio-style & Fix** - Redesign `/admin/leads` stile Attio/Pipedrive (inline edit + tag), fix FollowUpWidget IT / LeadForm types / SendQuoteModal rami irraggiungibili (completed 2026-06-14)
- [ ] **Phase 15: Dashboard Revenue Stats** - Dashboard admin mostra statistiche revenue mensile (ex `/admin/forecast`) da `project_offers` — **BLOCCATA**, attesa mockup utente - [ ] **Phase 15: Dashboard Revenue Stats** - Dashboard admin mostra statistiche revenue mensile (ex `/admin/forecast`) da `project_offers` — **BLOCCATA**, attesa mockup utente
@@ -59,8 +59,8 @@
**Wave 3** *(blocked on Wave 2 — prod migration applied before schema-dependent code)* **Wave 3** *(blocked on Wave 2 — prod migration applied before schema-dependent code)*
- [x] 12-03-PLAN.md — Query layer (getOfferEditorData/getOfferListCards/getOfferFieldOptions) + server actions (saveOfferEditor/toggleOfferArchived/tag CRUD/createOfferMacro) - [x] 12-03-PLAN.md — Query layer (getOfferEditorData/getOfferListCards/getOfferFieldOptions) + server actions (saveOfferEditor/toggleOfferArchived/tag CRUD/createOfferMacro)
**Wave 4** *(blocked on Wave 3 completion)* **Wave 4** *(blocked on Wave 3 completion)*
- [ ] 12-04-PLAN.md — Offer list page redesign: category filter chips, archive toggle, card grid, "+ Nuova Offerta" CTA - [x] 12-04-PLAN.md — Offer list page redesign: category filter chips, archive toggle, card grid, "+ Nuova Offerta" CTA
- [ ] 12-05-PLAN.md — Offer editor detail page: tags (4 dimensions), services matrix (tier A/B/C checkboxes + live totals), prezzo pubblico, promessa di trasformazione, Salva/Annulla/Archivia - [x] 12-05-PLAN.md — Offer editor detail page: tags (4 dimensions), services matrix (tier A/B/C checkboxes + live totals), prezzo pubblico, promessa di trasformazione, Salva/Annulla/Archivia
**UI hint**: yes — riferimento mockup utente 2026-06-14 (lista card per categoria + editor con matrice servizi×tier) **UI hint**: yes — riferimento mockup utente 2026-06-14 (lista card per categoria + editor con matrice servizi×tier)
**Status**: Planned (2026-06-14) — ready for `/gsd-execute-phase 12` **Status**: Planned (2026-06-14) — ready for `/gsd-execute-phase 12`
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3. Il `FollowUpWidget` è interamente in italiano, coerente col resto dell'app 3. Il `FollowUpWidget` è interamente in italiano, coerente col resto dell'app
4. Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form 4. Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form
5. Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili 5. Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili
**Plans:** 3/5 plans executed **Plans:** 5/5 plans complete
Plans: Plans:
**Wave 1** **Wave 1**
- [x] 14-01-PLAN.md — Data-layer foundation: getLeadsWithTags/getLeadFieldOptions query helpers + updateLeadField/addLeadTag/removeLeadTag/renameLeadTag server actions (requireAdmin-guarded) - [x] 14-01-PLAN.md — Data-layer foundation: getLeadsWithTags/getLeadFieldOptions query helpers + updateLeadField/addLeadTag/removeLeadTag/renameLeadTag server actions (requireAdmin-guarded)
@@ -142,7 +142,7 @@ Plans:
| Phase | Plans | Status | Completed | | Phase | Plans | Status | Completed |
|-------|-------|--------|-----------| |-------|-------|--------|-----------|
| 11. Catalog Database-View UX & Legacy Consolidation | 4/4 | ✅ Done | 2026-06-13 | | 11. Catalog Database-View UX & Legacy Consolidation | 4/4 | ✅ Done | 2026-06-13 |
| 12. Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico | 3/5 | In Progress| | | 12. Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico | 5/5 | Complete | 2026-06-15 |
| 13. Workspace — Servizi Attivi | — | Pending planning | — | | 13. Workspace — Servizi Attivi | — | Pending planning | — |
| 14. CRM Attio-style & Fix | 3/3 | Complete | 2026-06-14 | | 14. CRM Attio-style & Fix | 3/3 | Complete | 2026-06-14 |
| 15. Dashboard Revenue Stats | — | Blocked (mockup utente) | — | | 15. Dashboard Revenue Stats | — | Blocked (mockup utente) | — |