- Client detail offers: show offer macro name ("Mantenimento") instead of tier letter
- Forecast: retainers project the monthly fee across every month from start_date
(no longer capped by duration_months); una_tantum unchanged
- Clients list LTV: per project max(accepted_total, sum of assigned offers) so a
retainer with unset quote still counts
- Dashboard: new "Offerte vendute" chart (count by offer + tier)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Client detail: category + tier badges on active offers
- Dashboard: remove top KPI cards + recent activity; fold current KPIs into
bottom MetricCard style; add 12-month income forecast chart
- Forecast query: branch by offer_type (retainer = monthly fee, una_tantum =
spread over duration), filter archived projects
- Payments: set the month a payment was collected (paid_at) from PaymentsTab
- Redesign FollowUpWidget in clean Pipedrive style (brand green, no orange)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Add activeOffers field to ProjectView and ClientView interfaces (public_name only — never internal_name)
- Add offer queries to getProjectView(): project_offers JOIN offer_micros (explicit public_name selection), cumulative price via offer_micro_services JOIN offer_services
- Create src/lib/forecast-queries.ts with ForecastMonth type and getRevenueForecast12Months() 12-bucket JS algorithm
- Forecast spreads accepted_total evenly across duration_months from start_date
simone