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docs(14): mark phase complete, advance roadmap to Phase 15

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phase complete 14: ROADMAP plans/progress, STATE position (Phase 15
next, blocked on user mockup), REQUIREMENTS CRM-08..12 -> Complete.
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Simone Cavalli
2026-06-14 15:22:40 +02:00
parent 2c227f4ef1
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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`
- [ ] **Phase 12: Offer Composition Drag&Drop & CSV Import** - Composizione offerte via drag&drop dal catalogo (`@dnd-kit`) con totale live; import CSV one-shot
- [ ] **Phase 13: Workspace — Servizi Attivi** - Tab "Preventivo" rimossa (UI-only), "Offerte" → "Servizi attivi" (one-shot/ricorrenti + tracking incassi mensili), rimozione pagina Forecast
- [ ] **Phase 14: CRM Attio-style & Fix** - Redesign `/admin/leads` stile Attio/Pipedrive (inline edit + tag), fix FollowUpWidget IT / LeadForm types / SendQuoteModal rami irraggiungibili
- [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)
- [ ] **Phase 15: Dashboard Revenue Stats** - Dashboard admin mostra statistiche revenue mensile (ex `/admin/forecast`) da `project_offers` — **BLOCCATA**, attesa mockup utente
- [ ] **Phase 16: Proposal AI — Data Foundations & Auto-Provisioning** - Campo Stripe Payment Link su offerte/preventivi + auto-provisioning (client+progetto+fasi+pagamenti) all'accettazione
- [ ] **Phase 17: Proposal AI — Builder, Pagina Pubblica & Email** - Builder AI proposta da cliente+offerta+note, redesign `/quote/[token]`, invio email Resend con link proposta
@@ -77,16 +77,16 @@
3. Il `FollowUpWidget` è interamente in italiano, coerente col resto dell'app
4. Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form
5. Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili
**Plans:** 3 plans
**Plans:** 3/3 plans complete
Plans:
**Wave 1**
- [ ] 14-01-PLAN.md — Data-layer foundation: getLeadsWithTags/getLeadFieldOptions query helpers + updateLeadField/addLeadTag/removeLeadTag/renameLeadTag server actions (requireAdmin-guarded)
- [ ] 14-03-PLAN.md — Bug fixes: FollowUpWidget Italian translation (CRM-10), LeadForm typed useForm (CRM-11), SendQuoteModal dead branch removal (CRM-12)
- [x] 14-01-PLAN.md — Data-layer foundation: getLeadsWithTags/getLeadFieldOptions query helpers + updateLeadField/addLeadTag/removeLeadTag/renameLeadTag server actions (requireAdmin-guarded)
- [x] 14-03-PLAN.md — Bug fixes: FollowUpWidget Italian translation (CRM-10), LeadForm typed useForm (CRM-11), SendQuoteModal dead branch removal (CRM-12)
**Wave 2** *(blocked on Wave 1 completion)*
- [ ] 14-02-PLAN.md — LeadTable raw-table rewrite (inline edit + status dropdown + tag multi-select), LeadsSearch instant filter, page wiring, LeadDetail tags
- [x] 14-02-PLAN.md — LeadTable raw-table rewrite (inline edit + status dropdown + tag multi-select), LeadsSearch instant filter, page wiring, LeadDetail tags
**UI hint**: yes — riferimento design Pipedrive/Attio (confermato dall'utente 2026-06-13)
**Status**: Planned
**Status**: ✅ Complete (2026-06-14) — 5/5 success criteria verified, code review 0 critical/6 warnings/3 info
### Phase 15: Dashboard Revenue Stats
**Goal**: La Dashboard admin mostra le statistiche di revenue mensile (ex `/admin/forecast`), calcolate da `project_offers`
@@ -131,7 +131,7 @@ Plans:
| 11. Catalog Database-View UX & Legacy Consolidation | 4/4 | ✅ Done | 2026-06-13 |
| 12. Offer Composition Drag&Drop & CSV Import | — | Pending planning | — |
| 13. Workspace — Servizi Attivi | — | Pending planning | — |
| 14. CRM Attio-style & Fix | — | Pending planning (in progress) | — |
| 14. CRM Attio-style & Fix | 3/3 | Complete | 2026-06-14 |
| 15. Dashboard Revenue Stats | — | Blocked (mockup utente) | — |
| 16. Proposal AI — Data Foundations & Auto-Provisioning | — | Pending planning | — |
| 17. Proposal AI — Builder, Pagina Pubblica & Email | — | Pending planning | — |