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docs(v2.2): close planning docs — SUMMARY.md 21+22, req Complete

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- 21-01-SUMMARY.md: agente AI Opus 4.8, schema Zod, proposals table
- 22-01-SUMMARY.md: deck 20+ slide 100vh, accept/reject, PUB-03 deferred
- REQUIREMENTS.md: PIPE/KB/AI-01/02 + PUB-01/02 → Complete; PUB-03 deferred
- ROADMAP.md: Phase 20/21/22 → [x] con date
- STATE.md: status complete, percent 100, 5/5 fasi

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Simone Cavalli
2026-06-20 18:24:00 +02:00
parent c803efe059
commit cbfd959c36
5 changed files with 141 additions and 32 deletions
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.planning/ROADMAP.md
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@@ -19,9 +19,9 @@
- [~] **Phase 17: Proposal AI — Builder, Pagina Pubblica & Email** - ❌ RI-SCOPATA in v2.2 (Phase 21/22 con transcript + flusso chiaro)
- [x] **Phase 18: Cleanup & Consolidamento** - Rimuovi Forecast + quote builder manuale; fondi `/admin/analytics` nella dashboard; archivia fasi residue v2.1
- [x] **Phase 19: Pipeline CRM Kanban** - Board lead stile Pipedrive con colonne per stage + drag-drop; vinto/perso come cambio-colonna manuale
- [ ] **Phase 20: Knowledge Base Cliente** - Schema additivo + UI per incollare transcript datati multipli per lead/cliente
- [ ] **Phase 21: Agente AI — generazione preventivo** - Builder: admin sceglie cliente+offerta, l'AI (Claude) legge transcript + offerta e genera bozza preventivo; admin revisiona
- [ ] **Phase 22: Pagina pubblica preventivo + email** - Pagina pubblica HTML/CSS, accept/reject → CRM, invio link via email (Resend)
- [x] **Phase 20: Knowledge Base Cliente** - Schema additivo + UI per incollare transcript datati multipli per lead/cliente (completed 2026-06-20)
- [x] **Phase 21: Agente AI — generazione preventivo** - Builder: admin sceglie cliente+offerta, l'AI (Claude) legge transcript + offerta e genera bozza preventivo; admin revisiona (completed 2026-06-20)
- [x] **Phase 22: Pagina pubblica preventivo + email** - Pagina pubblica HTML/CSS deck 20+ slide, accept/reject → DB; PUB-03 email Resend deferred a backlog (completed 2026-06-20)
## Phase Details
@@ -233,6 +233,6 @@ Plans:
| 17. Proposal AI — Builder, Pagina Pubblica & Email | — | ❌ Ri-scopata (v2.2) | — |
| 18 (R1). Cleanup & Consolidamento | 3/3 | ✅ Done | 2026-06-19 |
| 19 (R2). Pipeline CRM Kanban | 1/1 | ✅ Done | 2026-06-19 |
| 20 (R3). Knowledge Base Cliente (transcript) | 3 plans | Planned (2026-06-19) | — |
| 21 (R4). Agente AI — generazione preventivo | — | Pending planning | — |
| 22 (R5). Pagina pubblica preventivo + email | — | Pending planning | — |
| 20 (R3). Knowledge Base Cliente (transcript) | 3/3 | ✅ Done | 2026-06-20 |
| 21 (R4). Agente AI — generazione preventivo | 1/1 | ✅ Done | 2026-06-20 |
| 22 (R5). Pagina pubblica preventivo + email | 1/1 | ✅ Done (PUB-03 deferred) | 2026-06-20 |