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docs: create milestone v2.3 roadmap (3 phases, 9 requirements mapped)

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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Simone Cavalli
2026-06-21 11:23:56 +02:00
parent 19a7ffb6a6
commit ba3e824157
3 changed files with 127 additions and 41 deletions
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.planning/STATE.md
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@@ -4,10 +4,10 @@ milestone: v2.3
milestone_name: Email & Accesso
status: planning
stopped_at: ""
last_updated: "2026-06-21T17:22:00.000Z"
last_activity: 2026-06-21 -- Milestone v2.3 started
last_updated: "2026-06-21T11:05:00.000Z"
last_activity: 2026-06-21 -- Roadmap v2.3 created (Phases 23-25)
progress:
total_phases: 0
total_phases: 3
completed_phases: 0
total_plans: 0
completed_plans: 0
@@ -18,28 +18,28 @@ progress:
## Project Reference
See: .planning/PROJECT.md (updated 2026-06-13)
See: .planning/PROJECT.md (updated 2026-06-21)
**Core value:** Il cliente apre il link e vede esattamente a che punto è il suo progetto, cosa deve ancora succedere e cosa ha già approvato — senza dover scrivere email per chiedere aggiornamenti.
**Current focus:** Milestone **v2.2 "Sales Loop"** (reset 2026-06-19). North-star: lead in pipeline Kanban → transcript call → agente AI genera preventivo → pagina pubblica `/preventivo/[slug]` → vinto/perso. Piano: `.claude/plans/glittery-sprouting-pudding.md`. Prossimo passo: eseguire Phase 19 (R2) Pipeline CRM Kanban.
**Current focus:** Milestone **v2.3 "Email & Accesso"** (started 2026-06-21). North-star: OTP gate per il portale cliente + invio link preventivo via email — un'unica integrazione Resend condivisa. Roadmap: `.planning/ROADMAP.md` (Phases 23–25). Prossimo passo: `/gsd-plan-phase 23`.
## Current Position
Phase: Not started (defining requirements)
Phase: Not started
Plan: —
Status: Defining requirements
Last activity: 2026-06-21 — Milestone v2.3 started
Status: Roadmap created, ready to plan Phase 23
Last activity: 2026-06-21 — Roadmap v2.3 created (Phases 23–25, 9 requirements mapped)
### Fasi completate (v2.1, storico)
### Fasi completate (v2.2, storico)
Phase 11 (catalogo), Phase 12 (offer editor), Phase 14 (CRM Attio) — consegnate e in prod. 55 servizi reali + tag offerta caricati.
Phase 18 (cleanup), Phase 19 (Kanban CRM), Phase 20 (transcript KB), Phase 21 (AI agent), Phase 22 (deck pubblico) — consegnate e in prod 2026-06-20.
## Performance Metrics
**Velocity:**
- Total plans completed: 7 (v2.1)
- Total plans completed: 7 (v2.1) + 9 (v2.2) = 16 totali
- Average duration: —
- Total execution time: —
@@ -68,6 +68,9 @@ Phase 11 (catalogo), Phase 12 (offer editor), Phase 14 (CRM Attio) — consegnat
Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:
- **[v2.3 2026-06-21] Resend come provider email unico** — PUB-03 (invio preventivo) e AUTH-OTP-01 (OTP gate) condividono la stessa integrazione Resend. Phase 23 configura SDK + env vars, Phase 25 li riusa.
- **[v2.3 2026-06-21] OTP gate è strato aggiuntivo, non rimpiazzo del token middleware** — proxy.ts e `/api/internal/validate-token` rimangono invariati. Il gate OTP interviene dopo la validazione del token, nel rendering della route `/client/[token]/*`.
- **[v2.3 2026-06-21] Migration Phase 24 è additiva pura** — `client_emails` e `otp_codes` sono nuove tabelle. Nessun drop/truncate. SQL a mano (drizzle-kit generate rotto). Applicare via SSH prima del codice dipendente.
- **[RESET 2026-06-19] Milestone v2.2 "Sales Loop"** sostituisce le fasi residue v2.1. Decisioni bloccate: (1) URL preventivo = `/preventivo/[slug]` pubblico; (2) tagliare Forecast + quote builder manuale + Phase 15, fondere `/admin/analytics` nella dashboard; (3) portale post-vendita resta core, non si tocca (Phase 13 congelata); (4) agente AI = "io scelgo l'offerta, l'AI personalizza" leggendo i transcript, provider Claude. Piano: `.claude/plans/glittery-sprouting-pudding.md`
- [SUPERSEDED dal reset] v2.1 roadmap: Offer Studio (Phases 11-15) sequenced before Proposal AI (Phases 16-17) — clean/fast data UX before the AI builder
- Phase 11 bundles catalog database-view UX (OFFER-07..10) with legacy consolidation (OFFER-13) since the new UX should be built on a single unified `services` table, not on top of legacy `service_catalog`/`offer_services`
@@ -89,10 +92,9 @@ None yet.
### Blockers/Concerns
- **Migrations (sempre valido)**: ogni fase con schema (es. Phase 20 transcript) DEVE avere la migration applicata a prod via tunnel SSH (`ssh -L 54321:localhost:54321 root@178.104.27.55`, `DATABASE_URL` riscritto a `127.0.0.1:54321`) PRIMA di pushare il codice dipendente. `drizzle-kit generate` rotto → SQL a mano.
- **Phase 21 (AI)**: nessuna integrazione AI ancora nel codice. Servirà chiave Anthropic API in env (Coolify) + decisioni modello/prompt in fase di planning.
- **Debito tecnico (non bloccante)**: tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` restano come deadweight; `createService`/`serviceSchema` dead code in `catalog/actions.ts`. Script di validazione consolidamento Phase 11 (migrate/validate) mai eseguiti ma OFFER-13 è di fatto soddisfatto (catalogo `services` in uso, 55 servizi reali caricati).
- **[RISOLTO]** ~~Phase 15 bloccata su mockup~~ → fase abbandonata dal reset 2026-06-19.
- **Migrations (sempre valido)**: ogni fase con schema (Phase 24: `client_emails` + `otp_codes`) DEVE avere la migration applicata a prod via tunnel SSH (`ssh -L 54321:localhost:54321 root@178.104.27.55`, `DATABASE_URL` riscritto a `127.0.0.1:54321`) PRIMA di pushare il codice dipendente. `drizzle-kit generate` rotto → SQL a mano.
- **Resend env vars**: `RESEND_API_KEY` e `RESEND_FROM` devono essere aggiunti a Coolify prima di testare Phase 23 in prod. Stessa procedura di `ANTHROPIC_API_KEY` (2026-06-20).
- **Debito tecnico (non bloccante)**: tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` restano come deadweight; `createService`/`serviceSchema` dead code in `catalog/actions.ts`.
## Deferred Items
@@ -100,12 +102,14 @@ Items acknowledged and carried forward from previous milestone close:
| Category | Item | Status | Deferred At |
|----------|------|--------|-------------|
| v2 | OFFER-14 — Sezioni analitiche stile Notion (psicologia/rating/performance) | Backlog | v2.1 kickoff |
| v2 | AUTH-OTP-01 — Accesso dashboard cliente via OTP email | Design ready, deferred | v2.1 kickoff |
| v2.4 | PROP-03 — Stripe Payment Link su deck pubblico | Backlog | v2.3 kickoff |
| v2.4 | PROP-04 — Auto-provisioning cliente/progetto/fasi al "Vinto" | Backlog | v2.3 kickoff |
| v2+ | Phase 13 — Servizi attivi/ricorrenti post-vendita | Congelata | v2.1 kickoff |
| v2 | OFFER-14 — Sezioni analitiche stile Notion | Backlog | v2.1 kickoff |
| v2 | ARCH-01 — Split modulo "compartimento stagno" in deploy separato | Backlog (only if module grows) | v2.1 kickoff |
## Session Continuity
Last session: 2026-06-19T18:05:00.000Z
Stopped at: Phase 19 complete — 19-01-SUMMARY.md scritto, PIPE-01/PIPE-02 verificati, checkpoint umano approvato. Next: /gsd-plan-phase 20
Resume file: .planning/phases/19-pipeline-crm-kanban/19-01-SUMMARY.md
Last session: 2026-06-21T11:05:00.000Z
Stopped at: Roadmap v2.3 created — Phases 23–25, 9/9 requirements mapped. Next: `/gsd-plan-phase 23`
Resume file: .planning/ROADMAP.md