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docs(03): plan Phase 3 — Service Catalog & Quote Builder (4 plans, 2 waves)

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Wave 1: schema push (service_id nullable + custom_label).
Wave 2 (parallel): catalog CRUD page + quote builder tab.
Wave 3: E2E human verification checkpoint.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Simone Cavalli
2026-05-17 11:23:15 +02:00
parent 31845b471b
commit a4942d7684
5 changed files with 1813 additions and 4 deletions
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.planning/ROADMAP.md
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@@ -68,9 +68,14 @@ Decimal phases appear between their surrounding integers in numeric order.
1. L'admin può aggiungere, modificare e disattivare voci nel catalogo servizi (nome, descrizione, prezzo unitario)
2. L'admin può comporre un preventivo per un cliente selezionando voci dal catalogo; il sistema calcola il totale
3. Dopo la finalizzazione del preventivo, `accepted_total` è scritto sulla riga cliente e la dashboard del cliente mostra il totale corretto; i `quote_items` non sono mai esposti al cliente
**Plans**: TBD
**Plans**: 4 plans
**Plan list**:
- [ ] 03-01-PLAN.md — Schema changes (service_id nullable, custom_label) + drizzle-kit push [BLOCKING]
- [ ] 03-02-PLAN.md — Service Catalog: /admin/catalog page + CRUD actions + ServiceTable + NavBar link
- [ ] 03-03-PLAN.md — Quote Builder: QuoteTab + quote-actions + client detail page wiring
- [ ] 03-04-PLAN.md — E2E verification: catalog CRUD, quote round-trip, accepted_total, security check
**UI hint**: yes
**Status**: Pending planning
**Status**: Planned — ready for execution
### Phase 4: Claude AI Onboarding (v2)
**Goal**: L'admin può usare un flusso chat guidato per onboardare un nuovo cliente e generare un piano a fasi e un preventivo assistito da Claude
@@ -94,5 +99,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4
|-------|-------|--------|-----------|
| 1. Foundation & Client Dashboard | 5/5 | ✅ Done | 2026-05-14 |
| 2. Admin Area & Interactive Features | 4/4 | Planned | - |
| 3. Service Catalog & Quote Builder | 0/TBD | Pending | - |
| 4. Claude AI Onboarding (v2) | 0/TBD | Pending | - |
| 3. Service Catalog & Quote Builder | 4/4 | Planned | - |
| 4. Claude AI Onboarding (v2) | 0/TBD | Pending | - |