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docs(05): create Phase 5 Offer System plans — 4 plans in 3 waves

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Wave 1: 05-01 schema migration (5 new tables, additive only)
Wave 2: 05-02 offer catalog CRUD (/admin/offers + NavBar)
Wave 3: 05-03 project offer assignment (OffersTab) + 05-04 client dashboard offers + /admin/forecast

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Simone Cavalli
2026-05-30 15:07:52 +02:00
parent 75097ccfa4
commit cd55cba56c
7 changed files with 2183 additions and 74 deletions
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.planning/STATE.md
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gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: executing
stopped_at: Phase 1 execution complete — all 5 plans done, E2E verified (valid token 200, invalid 404)
last_updated: "2026-05-21T11:56:14.461Z"
last_activity: 2026-05-21 -- Phase 4 planning complete
status: completed
stopped_at: Phase 4 fully executed — payments, multi-project, slug, deploy on hub.iamcavalli.net
last_updated: "2026-05-27"
last_activity: 2026-05-27 -- Phase 4 confirmed complete (04-00 through 04-07 + payments)
progress:
total_phases: 5
completed_phases: 3
completed_phases: 4
total_plans: 17
completed_plans: 13
percent: 76
completed_plans: 17
percent: 100
---
# Project State
@@ -21,75 +21,51 @@ progress:
See: .planning/PROJECT.md (updated 2026-05-09)
**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:** Phase 03 — service-catalog-quote-builder
## Current Position
Phase: 4
Plan: Not started
Status: Ready to execute
Last activity: 2026-05-21 -- Phase 4 planning complete
Phase: 4 — COMPLETE
Plan: All plans done (04-00 through 04-07)
Status: Production deployed on hub.iamcavalli.net
Progress: [██░░░░░░░░] 25%
## What Was Built (Phase 4)
## Performance Metrics
- **04-00**: Infra — route /c/ → /client/, Dockerfile, deploy Gitea → Coolify
- **04-01**: DB schema migration — projects, settings, FK pivot
- **04-02**: Admin projects list + client detail project cards
- **04-03**: Project workspace + timer analytics + settings page
- **04-04**: Slug resolution + multi-project client dashboard + slug edit
- **04-05/06**: Post-deploy bug fixes
- **04-07**: Debug code removed, public page restored
- **security**: Full hardening — auth guards, rate limiting, security headers
- **payments**: Init payments + split payment in project workspace
**Velocity:**
## Production State
- Total plans completed: 13
- Average duration: ~1 session each
- Total execution time: ~2 sessions (May 13–14)
- App: hub.iamcavalli.net (Coolify, Hetzner)
- DB: Postgres self-hosted on Coolify
- Auth: Auth.js (admin) + token middleware (clients)
- Routes: /admin/* (admin), /client/[token]/* (clients)
**By Phase:**
## Decisions (All Phases)
| Phase | Plans | Total | Avg/Plan |
|-------|-------|-------|----------|
| 1. Foundation & Client Dashboard | 5 | 2 sessions | ~0.4 sessions |
| 02 | 4 | - | - |
| 03 | 4 | - | - |
**Recent Trend:**
- Last 5 plans: 01-01, 01-02, 01-03, 01-04, 01-05
- Trend: Steady, one blocker fixed mid-execution (Tailwind scanning external projects)
*Updated after each plan completion*
## Accumulated Context
### Decisions
Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:
- Phase 1: `clients.token` è campo separato (non la PK) — rotazionabile via single UPDATE
- Phase 1: `clients.accepted_total` denormalizzato — client API non tocca mai `quote_items`
- Phase 1: `deliverables.approved_at` immutabile — audit trail dal giorno uno
- Phase 1: Edge middleware (`proxy.ts`) usa fetch() a route interna — postgres-js non può girare nell'Edge runtime
- Phase 1: Tailwind v4 auto-detection allargata — aggiunto `@source not` per escludere `.01_projects/` e `.claude/`
- Phase 1: DNS `welcomeclient.iamcavalli.net` → PENDING (richiede Vercel deploy prima)
### Pending Todos
- [ ] Vercel deploy: `vercel --prod` e aggiunta dominio `welcomeclient.iamcavalli.net`
- [ ] DNS CNAME: `welcomeclient → cname.vercel-dns.com` al registrar `iamcavalli.net`
- [ ] `DATABASE_URL` env var in Vercel project settings
### Blockers/Concerns
None.
- `clients.token` è campo separato (non la PK) — rotazionabile via single UPDATE
- `clients.accepted_total` denormalizzato — client API non tocca mai `quote_items`
- `deliverables.approved_at` immutabile — audit trail dal giorno uno
- Edge middleware (`proxy.ts`) usa fetch() a route interna — postgres-js non può girare nell'Edge runtime
- Tailwind v4 auto-detection allargata — aggiunto `@source not` per escludere `.01_projects/` e `.claude/`
- Authelia va solo davanti ad /admin — /client/[token] deve bypassare per accesso via link token
## Deferred Items
| Category | Item | Status | Deferred At |
|----------|------|--------|-------------|
| v2 | Claude AI onboarding (CLAUDE-01, CLAUDE-02, CLAUDE-03) | Phase 4 | Roadmap init |
| Post-Phase 1 | DNS CNAME + Vercel deploy | Before prod launch | 2026-05-14 |
| Category | Item | Status |
|----------|------|--------|
| v2 | Claude AI onboarding (CLAUDE-01, CLAUDE-02, CLAUDE-03) | Backlog |
| Infrastructure | Authelia SSO davanti ad /admin | After Phase 4 (now ready) |
| Infrastructure | Higgsfield clone deploy (nuovo progetto Coolify) | Pending |
| SEO | WordPress auto-publish articoli | Mentioned, not planned |
## Session Continuity
Last session: 2026-05-14
Stopped at: Phase 1 execution complete — all 5 plans done, E2E verified (valid token 200, invalid 404)
Resume with: `/gsd-plan-phase 2` — Admin Area & Interactive Features
</content>
</invoke>
Last session: 2026-05-27
All Phase 4 plans complete. Next: Authelia infra or new feature scope.