chore: archive v2.2 Sales Loop milestone

- ROADMAP.md: collassato a milestone summary, v2.2 in <details>
- PROJECT.md: full evolution review — What This Is, Validated v2.2, Active v2.3, Key Decisions aggiornate
- MILESTONES.md: entry v2.2 + entry v2.1 aggiunti
- milestones/v2.2-ROADMAP.md: archivio completo fasi 18-22
- milestones/v2.2-REQUIREMENTS.md: archivio requirements con outcomes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.planning/milestones/v2.2-REQUIREMENTS.md

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+# Requirements Archive — v2.2 Sales Loop
+
+**Archived:** 2026-06-20
+**Milestone:** v2.2 Sales Loop (Phases 18–22)
+**Outcome:** 10/11 requirements Complete · 1 deferred (PUB-03 email Resend)
+
+---
+
+## v2.2 — Sales Loop Requirements
+
+### Cleanup & Consolidamento (Phase 18 / R1)
+
+| ID | Requirement | Outcome |
+|----|-------------|---------|
+| CLEAN-01 | Pagina Forecast + voce sidebar rimossa | ✅ Complete — Phase 18-01 |
+| CLEAN-02 | Quote builder manuale rimosso | ✅ Complete — Phase 18-01 |
+| CLEAN-03 | Analytics fusa nella Dashboard, rotta duplicata eliminata | ✅ Complete — Phase 18-02 |
+| CLEAN-04 | Fasi v2.1 residue archiviate nel planning | ✅ Complete — Phase 18-03 |
+
+### Pipeline CRM Kanban (Phase 19 / R2)
+
+| ID | Requirement | Outcome |
+|----|-------------|---------|
+| PIPE-01 | Board Kanban Pipedrive-style con drag-drop tra stage | ✅ Complete — Phase 19-01 |
+| PIPE-02 | Vinto/Perso come cambio-colonna manuale | ✅ Complete — Phase 19-01 |
+
+### Knowledge Base Cliente (Phase 20 / R3)
+
+| ID | Requirement | Outcome |
+|----|-------------|---------|
+| KB-01 | Schema additivo `client_transcripts` con migration a prod | ✅ Complete — Phase 20-01/02 |
+| KB-02 | UI incolla/elenca transcript nel dettaglio lead | ✅ Complete — Phase 20-03 |
+
+### Agente AI — Generazione Preventivo (Phase 21 / R4)
+
+| ID | Requirement | Outcome |
+|----|-------------|---------|
+| AI-01 | Admin seleziona cliente+offerta; AI legge transcript+offerta → bozza | ✅ Complete — Phase 21-01 |
+| AI-02 | Admin rivede ed edita la bozza prima di pubblicare | ✅ Complete — Phase 21-01 |
+
+### Pagina Pubblica Preventivo (Phase 22 / R5)
+
+| ID | Requirement | Outcome |
+|----|-------------|---------|
+| PUB-01 | Pagina pubblica `/preventivo/[slug]` — deck 20+ slide | ✅ Complete — Phase 22-01 |
+| PUB-02 | Cliente accetta/rifiuta; esito riflesso nel DB | ✅ Complete — Phase 22-01 |
+| PUB-03 | Invio link via email Resend | ❌ Not implemented — deferred to v2.3 backlog |
+
+---
+
+## Backlog Portato Avanti
+
+| ID | Requirement | Stato |
+|----|-------------|-------|
+| PUB-03 | Email Resend invio link preventivo | Deferred → v2.3 |
+| PROP-03 | Stripe Payment Link su offerta | Backlog (post-R5 originale) |
+| PROP-04 | Auto-provisioning al "Vinto" | Backlog (post-R5 originale) |
+| AUTH-OTP-01 | Accesso cliente via OTP email | Design pronto, deferred |
+| OFFER-12 | Import CSV/Notion one-shot | Rimandato 2026-06-14 |
+
+---
+
+## Requirements Non-v2.2 (Storico)
+
+*I requirements di v1.0 e v2.0/v2.1 sono archiviati in:*
+- `.planning/milestones/v1.0-REQUIREMENTS.md`
+- `.planning/milestones/v2.0-REQUIREMENTS.md`
+
+*I requirements congelati/abbandonati di v2.1 (PROJ-06..10, DASH-11, PROP-01..05) sono documentati in `.planning/milestones/v2.2-ROADMAP.md` sezione "Milestone Summary".*
+
+---
+
+*Archived: 2026-06-20 at v2.2 milestone close*

.planning/milestones/v2.2-ROADMAP.md

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+# Milestone v2.2: Sales Loop
+
+**Status:** ✅ SHIPPED 2026-06-20
+**Phases:** 18–22 (R1–R5)
+**Total Plans:** 9 plans · 27 commits · 87 files · +7.349/-842 righe
+**Timeline:** 2026-06-19 → 2026-06-20
+
+## Overview
+
+v2.2 chiude il **loop di vendita end-to-end**: dopo che l'utente ha articolato il flusso commerciale reale (piano `.claude/plans/glittery-sprouting-pudding.md`), le fasi residue v2.1 (13/15/16/17) sono state congelate/abbandonate e sostituite da 5 fasi nuove. Il flusso: lead in pipeline Kanban → transcript datati delle call → agente AI genera preventivo → deck pubblico 20+ slide → accept/reject manuale nel CRM.
+
+## Phases
+
+### Phase 18: Cleanup & Consolidamento (R1)
+
+**Goal**: Sgomberare il campo dai doppioni e dal peso morto prima di costruire il loop di vendita.
+**Mode:** ui (solo rimozioni/rotte, nessun drop di tabelle)
+**Requirements**: CLEAN-01, CLEAN-02, CLEAN-03, CLEAN-04
+**Plans**: 3 plans
+
+Plans:
+- [x] 18-01-PLAN.md — Rimozione Forecast + Quote Builder manuale (CLEAN-01, CLEAN-02)
+- [x] 18-02-PLAN.md — Fusione analytics nella Dashboard, eliminazione rotta /admin/analytics (CLEAN-03)
+- [x] 18-03-PLAN.md — Verifica CLEAN-04 planning docs + build check + checkpoint visuale
+
+**Status**: ✅ Complete (2026-06-19)
+
+**What was built:**
+- Rimossa pagina `/admin/forecast` + voce sidebar
+- Rimosso quote builder manuale `/admin/quotes/new` + SendQuoteModal rami irraggiungibili
+- Statistiche annuali `/admin/analytics` fuse nella Dashboard `/admin` (CLEAN-03); rotta duplicata eliminata
+- Fasi v2.1 residue (13/15/16/17) marcate cancellate/congelate nel planning
+
+---
+
+### Phase 19: Pipeline CRM Kanban (R2)
+
+**Goal**: I lead si gestiscono in una board Kanban stile Pipedrive con drag-drop tra gli stage.
+**Mode:** ui
+**Depends on**: Phase 14 (CRM lead esistente). Riusa `@dnd-kit`.
+**Requirements**: PIPE-01, PIPE-02
+**Plans**: 1 plan
+
+Plans:
+- [x] 19-01-PLAN.md — LeadsKanbanBoard + LeadsViewToggle + page wiring (PIPE-01, PIPE-02)
+
+**Status**: ✅ Complete (2026-06-19)
+
+**What was built:**
+- Board Kanban 6 colonne (contacted → qualified → proposal_sent → negotiating → won/lost) con drag-drop persistente
+- Toggle Lista/Kanban con ricerca integrata
+- Spostare un lead su "Vinto"/"Perso" aggiorna `leads.status` → registra l'esito manuale
+
+---
+
+### Phase 20: Knowledge Base Cliente (R3)
+
+**Goal**: Memorizzare i transcript datati delle call e mostrarli nel profilo lead.
+**Mode:** schema + ui
+**Depends on**: Phase 14 (lead). Migration a prod via SSH.
+**Requirements**: KB-01, KB-02
+**Plans**: 3 plans
+
+Plans:
+- [x] 20-01-PLAN.md — Migration SQL `0009_client_transcripts` (BLOCKING prod checkpoint)
+- [x] 20-02-PLAN.md — Schema Drizzle `clientTranscripts` + `getTranscripts`/`addTranscript`/`deleteTranscript`
+- [x] 20-03-PLAN.md — `TranscriptModal` + sezione "Transcript Call" in `LeadDetail` + wiring `page.tsx`
+
+**Status**: ✅ Complete (2026-06-20)
+
+**What was built:**
+- Tabella `client_transcripts` (lead_id, client_id, content, call_date, title, created_at) applicata a prod via SSH tunnel
+- Data layer completo con Drizzle ORM + server actions
+- UI: sezione "Transcript Call" nel dettaglio lead con modal per incollare, lista espandibile/collassabile, elimina
+
+---
+
+### Phase 21: Agente AI — Generazione Preventivo (R4)
+
+**Goal**: Admin seleziona cliente+offerta; AI legge transcript+offerta → genera bozza preventivo.
+**Mode:** ai + ui
+**Depends on**: Phase 20 (transcript) + Phase 11/12 (offerte)
+**Requirements**: AI-01, AI-02
+**Plans**: 1 plan (21+22 eseguiti insieme per coerenza architetturale)
+
+Plans:
+- [x] 21-01-PLAN.md — Agente AI + form builder admin + migration 0010 proposals
+
+**Status**: ✅ Complete (2026-06-20)
+
+**What was built:**
+- `@anthropic-ai/sdk@0.105.0` + `ANTHROPIC_API_KEY` in Coolify
+- `src/lib/proposal/schema.ts` — Zod schema `ProposalContent` (20+ sezioni strutturate)
+- `src/lib/proposal/agent.ts` — `generateProposalContent()` → Claude Opus 4.8, JSON validato Zod
+- `src/lib/proposal/assemble.ts` — `assembleProposal()`: fonde AI + offerta DB + profilo consulente
+- `src/lib/proposal/profile.ts` — `CONSULTANT_PROFILE` (bio, fatti, testimonianze, legal, nextSteps)
+- `proposals` table in DB: id, slug, lead_id, client_id, offer_macro_id, content jsonb, state, accepted_at
+- Admin pages: lista preventivi, form genera (con pre-fill `?lead_id=X`), review bozza, pubblica/elimina
+
+---
+
+### Phase 22: Pagina Pubblica Preventivo + Email (R5)
+
+**Goal**: Pubblicare la proposta come deck pubblico `/preventivo/[slug]` con accept/reject.
+**Mode:** ui
+**Depends on**: Phase 21 (proposals table + content)
+**Requirements**: PUB-01, PUB-02 ✅ · PUB-03 ❌ deferred
+**Plans**: 1 plan
+
+Plans:
+- [x] 22-01-PLAN.md — ProposalDeck + public page + accept/reject actions
+
+**Status**: ✅ Complete (2026-06-20) · PUB-03 deferred
+
+**What was built:**
+- `src/app/preventivo/[slug]/page.tsx` — server component pubblico con gestione stati
+- `src/app/preventivo/[slug]/actions.ts` — `acceptProposal` + `rejectProposal` con `accepted_at` immutabile
+- `ProposalDeck.tsx` — deck client component: `h-screen overflow-hidden`, keyboard nav, dots
+- 20 componenti slide: Cover, Vision, Index, ChapterDivider ×5, Strategist, Facts, Testimonials, ProblemNode ×N, SynthesisDiagram, SolutionNode ×N, SolutionSynthesis, Scope, Deliverables, Timeline, Pricing, StagesRecap, ComparisonMatrix, NextSteps, Accept, Closing
+- **PUB-03 (email Resend) NOT implemented** — link va condiviso manualmente; deferred a v2.3 backlog
+
+---
+
+## Milestone Summary
+
+**Key Decisions:**
+- Sales Loop come north-star v2.2: abbandonato workspace post-vendita (Phase 13), revenue stats (Phase 15), Proposal AI v2.1 (16/17) — riscopate come 21+22 con transcript
+- AI model: `claude-opus-4-8` per qualità copywriting strategico (~$0.44/preventivo)
+- Output AI: JSON strutturato validato Zod → template fisso → coerenza visiva garantita
+- `proposals.content` come JSONB snapshot (non riferimento a entità live) → immutabile
+- Email Resend (PUB-03) deferred: scope minimo funziona, priorità al loop core
+
+**Known Gaps at Close:**
+- PUB-03: invio email Resend non implementato (1 item, vedi backlog v2.3)
+- `profile.ts`: testimonianze placeholder, da aggiornare con dati reali
+
+**Technical Debt:**
+- Tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` ancora presenti (deadweight, cleanup futuro)
+- `createService`/`serviceSchema` dead code in `catalog/actions.ts`
+- `drizzle-kit generate` rotto da Phase 8 (meta snapshots out of sync) — SQL scritto a mano
+
+---
+
+*Per lo stato corrente del progetto, vedi `.planning/ROADMAP.md`*