docs(14): mark phase complete, advance roadmap to Phase 15
phase complete 14: ROADMAP plans/progress, STATE position (Phase 15 next, blocked on user mockup), REQUIREMENTS CRM-08..12 -> Complete.
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@@ -31,11 +31,11 @@ v2.0 (Phases 7–10) ha consegnato catalogo unificato, offerte con fasi, prevent
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| ID | Requirement | Status |
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|----|-------------|--------|
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| CRM-08 | La tabella lead (`/admin/leads`) supporta inline editing dei campi principali (status, next_action, ecc.) senza apertura modale | Pending |
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| CRM-09 | L'utente assegna tag multi-select ai lead, creando nuovi tag al volo | Pending |
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| CRM-10 | Il `FollowUpWidget` è in italiano, coerente col resto dell'app | Pending |
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| CRM-11 | Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form | Pending |
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| CRM-12 | Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili | Pending |
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| CRM-08 | La tabella lead (`/admin/leads`) supporta inline editing dei campi principali (status, next_action, ecc.) senza apertura modale | Complete |
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| CRM-09 | L'utente assegna tag multi-select ai lead, creando nuovi tag al volo | Complete |
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| CRM-10 | Il `FollowUpWidget` è in italiano, coerente col resto dell'app | Complete |
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| CRM-11 | Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form | Complete |
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| CRM-12 | Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili | Complete |
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## Dashboard — Revenue Stats (v1, bloccato su mockup utente)
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@@ -98,11 +98,11 @@ Popolata dal roadmapper durante la creazione della roadmap.
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| PROJ-08 | Phase 13 | Pending |
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| PROJ-09 | Phase 13 | Pending |
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| PROJ-10 | Phase 13 | Pending |
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| CRM-08 | Phase 14 | Pending |
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| CRM-09 | Phase 14 | Pending |
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| CRM-10 | Phase 14 | Pending |
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| CRM-11 | Phase 14 | Pending |
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| CRM-12 | Phase 14 | Pending |
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| CRM-08 | Phase 14 | Complete |
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| CRM-09 | Phase 14 | Complete |
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| CRM-10 | Phase 14 | Complete |
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| CRM-11 | Phase 14 | Complete |
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| CRM-12 | Phase 14 | Complete |
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| DASH-11 | Phase 15 | Blocked |
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| PROP-03 | Phase 16 | Pending |
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| PROP-04 | Phase 16 | Pending |
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@@ -11,7 +11,7 @@
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- [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`
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- [ ] **Phase 12: Offer Composition Drag&Drop & CSV Import** - Composizione offerte via drag&drop dal catalogo (`@dnd-kit`) con totale live; import CSV one-shot
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- [ ] **Phase 13: Workspace — Servizi Attivi** - Tab "Preventivo" rimossa (UI-only), "Offerte" → "Servizi attivi" (one-shot/ricorrenti + tracking incassi mensili), rimozione pagina Forecast
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- [ ] **Phase 14: CRM Attio-style & Fix** - Redesign `/admin/leads` stile Attio/Pipedrive (inline edit + tag), fix FollowUpWidget IT / LeadForm types / SendQuoteModal rami irraggiungibili
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- [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)
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- [ ] **Phase 15: Dashboard Revenue Stats** - Dashboard admin mostra statistiche revenue mensile (ex `/admin/forecast`) da `project_offers` — **BLOCCATA**, attesa mockup utente
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- [ ] **Phase 16: Proposal AI — Data Foundations & Auto-Provisioning** - Campo Stripe Payment Link su offerte/preventivi + auto-provisioning (client+progetto+fasi+pagamenti) all'accettazione
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- [ ] **Phase 17: Proposal AI — Builder, Pagina Pubblica & Email** - Builder AI proposta da cliente+offerta+note, redesign `/quote/[token]`, invio email Resend con link proposta
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@@ -77,16 +77,16 @@
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3. Il `FollowUpWidget` è interamente in italiano, coerente col resto dell'app
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4. Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form
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5. Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili
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**Plans:** 3 plans
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**Plans:** 3/3 plans complete
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Plans:
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**Wave 1**
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- [ ] 14-01-PLAN.md — Data-layer foundation: getLeadsWithTags/getLeadFieldOptions query helpers + updateLeadField/addLeadTag/removeLeadTag/renameLeadTag server actions (requireAdmin-guarded)
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- [ ] 14-03-PLAN.md — Bug fixes: FollowUpWidget Italian translation (CRM-10), LeadForm typed useForm (CRM-11), SendQuoteModal dead branch removal (CRM-12)
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- [x] 14-01-PLAN.md — Data-layer foundation: getLeadsWithTags/getLeadFieldOptions query helpers + updateLeadField/addLeadTag/removeLeadTag/renameLeadTag server actions (requireAdmin-guarded)
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- [x] 14-03-PLAN.md — Bug fixes: FollowUpWidget Italian translation (CRM-10), LeadForm typed useForm (CRM-11), SendQuoteModal dead branch removal (CRM-12)
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**Wave 2** *(blocked on Wave 1 completion)*
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- [ ] 14-02-PLAN.md — LeadTable raw-table rewrite (inline edit + status dropdown + tag multi-select), LeadsSearch instant filter, page wiring, LeadDetail tags
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- [x] 14-02-PLAN.md — LeadTable raw-table rewrite (inline edit + status dropdown + tag multi-select), LeadsSearch instant filter, page wiring, LeadDetail tags
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**UI hint**: yes — riferimento design Pipedrive/Attio (confermato dall'utente 2026-06-13)
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**Status**: Planned
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**Status**: ✅ Complete (2026-06-14) — 5/5 success criteria verified, code review 0 critical/6 warnings/3 info
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### Phase 15: Dashboard Revenue Stats
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**Goal**: La Dashboard admin mostra le statistiche di revenue mensile (ex `/admin/forecast`), calcolate da `project_offers`
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@@ -131,7 +131,7 @@ Plans:
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| 11. Catalog Database-View UX & Legacy Consolidation | 4/4 | ✅ Done | 2026-06-13 |
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| 12. Offer Composition Drag&Drop & CSV Import | — | Pending planning | — |
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| 13. Workspace — Servizi Attivi | — | Pending planning | — |
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| 14. CRM Attio-style & Fix | — | Pending planning (in progress) | — |
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| 14. CRM Attio-style & Fix | 3/3 | Complete | 2026-06-14 |
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| 15. Dashboard Revenue Stats | — | Blocked (mockup utente) | — |
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| 16. Proposal AI — Data Foundations & Auto-Provisioning | — | Pending planning | — |
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| 17. Proposal AI — Builder, Pagina Pubblica & Email | — | Pending planning | — |
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+16
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@@ -3,15 +3,15 @@ gsd_state_version: 1.0
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milestone: v2.1
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milestone_name: milestone
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status: executing
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stopped_at: Phase 14 UI-SPEC approved
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last_updated: "2026-06-14T10:16:13.676Z"
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last_activity: 2026-06-14 -- Phase 14 planning complete
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stopped_at: Phase 14 complete (5/5 success criteria verified); Phase 15 blocked on user mockup
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last_updated: "2026-06-14T13:20:53.997Z"
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last_activity: 2026-06-14 -- Phase 14 (crm-attio-style-fix) execution complete
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progress:
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total_phases: 7
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completed_phases: 1
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completed_phases: 2
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total_plans: 7
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completed_plans: 4
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percent: 57
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completed_plans: 7
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percent: 100
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---
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# Project State
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@@ -22,22 +22,22 @@ See: .planning/PROJECT.md (updated 2026-06-13)
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**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.
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**Current focus:** Phase 14 — crm-attio-style-fix
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**Current focus:** Phase 15 — dashboard-revenue-stats (blocked on user mockup; Phase 14 complete)
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## Current Position
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Phase: 14
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Phase: 15
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Plan: Not started
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Status: Ready to execute
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Last activity: 2026-06-14 -- Phase 14 planning complete
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Status: Blocked — Phase 15 awaiting user mockup (Phase 14 complete, see ROADMAP)
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Last activity: 2026-06-14 -- Phase 14 (crm-attio-style-fix) execution complete
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Progress: [█████▒░░░░] 57%
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Progress: [██████████] 100%
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## Performance Metrics
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**Velocity:**
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- Total plans completed: 4 (v2.1)
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- Total plans completed: 7 (v2.1)
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- Average duration: —
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- Total execution time: —
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@@ -47,6 +47,7 @@ Progress: [█████▒░░░░] 57%
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|-------|-------|-------|----------|
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| Phase 11 P01 | 25min | 2 tasks | 6 files |
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| 11 | 4 | - | - |
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| 14 | 3 | - | - |
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**Recent Trend:**
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@@ -99,6 +100,6 @@ Items acknowledged and carried forward from previous milestone close:
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## Session Continuity
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Last session: 2026-06-14T08:54:38.362Z
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Stopped at: Phase 14 UI-SPEC approved
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Resume file: .planning/phases/14-crm-attio-style-fix/14-UI-SPEC.md
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Last session: 2026-06-14T13:20:53.997Z
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Stopped at: Phase 14 complete (5/5 success criteria verified, code review 0 critical/6 warnings/3 info); Phase 15 blocked on user mockup
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Resume file: .planning/phases/14-crm-attio-style-fix/14-VERIFICATION.md
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