- Sidebar: expanded 256->200px, collapsed 80->64px; collapsed state now
renders icon-only (label removed from flow) so icons are centered, not
pushed left by an invisible text span
- Kanban cards: add StatusBadge + email line to match design reference
- Lead table: add "Mostrando N lead" footer and center/right-align
Stato/Tag/Azioni headers per reference
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Design system foundations: Plus Jakarta Sans font, shadow-card/radius
tokens in @theme, design-reference/DESIGN-SYSTEM.md with component inventory
- Collapsible admin shell (AdminShell): smooth w-64<->w-20 sidebar, new top
header with "Admin" + avatar placeholder, localStorage-persisted state
- Rename route /admin/leads -> /admin/pipeline (redirect stubs preserved),
nav label Lead -> Pipeline; DB table unchanged
- Reusable primitives: StatusBadge, SearchInput, SegmentedToggle (dual-theme)
- Luxury restyle of lead table, kanban (6 stages + @dnd-kit intact), PageHeader
- Tokenize editable-cell / option-multi-select for dark-mode legibility
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- offer editor: per-tier name input (mirrors public_name/internal_name)
- offer list cards: show 3-tier services total + manual public price
- shared PageHeader component, full-width layout across all admin pages
- UI-RULES.md design conventions doc
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- 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>
Adds a "Modello AI" toggle (Opus default, Sonnet option) styled like the
existing Soggetto toggle. The server action validates the keyword and maps
it to the real model id; the agent receives the resolved id and uses it in
the Anthropic messages.create call. The proposals DB record stores the
actual model used.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- client-view.ts: read cumulative_price + services list from offer_tier_services→services
(Phase 12 catalog); legacy fallback to offer_micro_services→offer_services when no
new-style rows exist. Extend activeOffers type with services[] in both ProjectView and ClientView.
- OffersSection.tsx: extract OfferCard client component with useState accordion;
hide "Valore incluso" row when price is 0; add "Cosa è compreso" chevron toggle
listing included services (name + description when present).
- client-dashboard.tsx: hide progress bar and PhaseViewToggle when hasRetainer;
render polished empty-state placeholder with RefreshCw icon instead.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
1. AdminSidebar: removed yellow "Genera preventivo" CTA (duplicated Preventivi tab nav item)
2. Delete phase/task: new deletePhase/deleteTask server actions with FK cascade and phase-status recompute; DeletePhaseTaskButton client component with window.confirm; trash icons in PhasesTab per phase and per task
3. Public dashboard: extend activeOffers query with offer_macros join (offer_name, offer_type); reorder sidebar 1°Offerte 2°Pagamenti 3°Documenti; OffersSection shows macro public_name as heading (never tier letter/internal_name); PaymentStatus gains totalLabel/overrideAmount/hideRows props — retainer=monthly label + no Acconto/Saldo rows
4. Offer editor: Descrizione textarea (nota interna) and Modalità toggle moved directly under title; Tags section now contains only Categoria/Ticket/Tipo/Obiettivo
5. Basecamp chat: API route supports entity_type="phase" with authorization scoping; comments scope in client-view broadened to include phaseIds and client_id (general); CommentsTab updated with phase/general entities; ChatProvider React context; ChatPanel fixed slide-in panel with FAB (bottom-right) and composer tag selector (Generale + phases); PhaseCard gets chat-bubble icon pre-tagging that phase; inline ChatSection block removed from dashboard main column
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Pagamenti: totale ereditato dalla somma accepted_total delle offerte
attive (con override) + selettore schema rate 1/2/3 step; nuova colonna
payments.percent per rescalare gli importi preservando label/stato
- Fasi & Task: recomputePhaseStatus auto-cascade (task -> fase) su
updateTaskStatus/addTask, fix UI stale, etichette Da iniziare/In corso/Completata
- Pagina pubblica: colori fasi (grigio/blu/#1A463C) + fasi collassabili
- Transcript del cliente visibili in tab Documenti admin e dashboard pubblica
- Timer: inserimento manuale (+30/+60, minuti liberi, data) + elimina entry
- CLAUDE.md: procedura Deploy & DB Access; push su main automatico
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Blocco A+B (milestone v2.3). Migration 0011 is additive (ADD COLUMN only):
clients.email, clients.phone, leads.archived.
- createClientCore() extracted from createClient and reused by conversion
- clients.email/phone added to create + edit forms and shown on client header
(never exposed on the public /client/[token] page)
- convertLeadToClient(): reuses core, carries over lead transcripts
(client_transcripts.client_id), links project.created_from_lead_id,
archives the lead while keeping its "won" status; idempotent
- "Converti in cliente" button on won leads; "Convertito → Apri cliente"
once converted (clientId resolved via created_from_lead_id)
- archived leads hidden from list/kanban; detail page fetches by id incl. archived
Migration must be applied to the prod DB BEFORE this is deployed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- PoolManager: defined field cells with value count, refined chips,
inline ghost + button, focus ring, pending/empty states
- TaxonomyManager: icon-badged section headers, ordered 2-col grid,
sync explainer note
- Settings page: wider container (max-w-4xl) for the grid to breathe
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Single persistent option pool per taxonomy (7 fields: offer
categoria/ticket/tipo/obiettivo + catalog fase/offerta/pacchetto),
stored as JSON in the settings table (no DB migration).
- src/lib/taxonomy.ts: pools with lazy seed from in-use values,
add/remove(cascade)/rename helpers
- Inline creation anywhere registers into the pool (save offer,
addServiceOption, updateServiceField fase, quickAdd, create macro)
- Deselecting on a row never touches the pool; global delete only
from settings (cascade-strips tags / nulls columns)
- getOfferFieldOptions + getCatalogFieldOptions read from pools
- Settings: TaxonomyManager (offer + catalog groups), confirm on delete
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- ProposalDeck: outer div h-screen overflow-hidden, content wrapper h-full
- Rimosso il div interno ridondante min-h-screen
- useEffect blocca body overflow mentre la deck è aperta
- Tutti i 20 componenti slide: min-h-screen → h-full
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
DDL for client_transcripts table: id (nanoid PK), lead_id/client_id
(nullable FKs with ON DELETE CASCADE), title, content (NOT NULL),
call_date (date NOT NULL), created_at (timestamptz). Three indexes on
lead_id, client_id, call_date DESC. APPLY TO PROD via SSH before
pushing schema-dependent code (Plan 20-02/20-03).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- LeadsViewToggle: client wrapper with useState<list|kanban>, useMemo filtered
- Search input (left) + pill toggle Lista/Kanban (right) on single row
- Filters leads by name/email/company/status/tags across both views
- Search state preserved when switching between Lista and Kanban
- LeadsSearch.tsx: replaced with re-export of LeadsViewToggle (backward compat)
- Import 58 offer membership tags for all 55 services (entity_type="services")
via scripts/import-service-offer-tags.ts (already run on prod)
- ServiceTable: remove Categoria column, rename Tag → Offerta; QuickAddRow
no longer has a category field (offer tags set post-creation)
- offer-queries: getOfferEditorData fetches offerTags per service (join on
tags WHERE entity_type="services") and exposes them in OfferEditorData
- OfferEditorClient: filter chips above "Servizi Inclusi" — Tutti / Entry
Offer / Signature Offer / Retainer Offer, derived from actual tag data
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
offer_macros.category ("Entry Offer") and services.category are different
taxonomies — filtering one by the other always returns empty. Remove the
client-side category filter; all active services are always shown.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Bug: remove server-side category pre-filter from getOfferEditorData;
services now loaded unfiltered, client-side filter handles display →
changing category no longer wipes the service list
- Fix tierTotals to use full service map (not filtered subset) so totals
stay correct when category is edited mid-session
- Add Ripristina button for archived offers (calls toggleOfferArchived false)
- Remove canSave gate: always allow saving; button is "Salva Bozza"
(secondary style, stays on page) when no services assigned, "Salva
Offerta" (primary, redirects to list) when at least one tier has services
- Show "Bozza salvata." inline feedback after draft save
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Category filter chips ("Tutti" + dynamic categoryOptions), active/inactive
styling per UI-SPEC (#1A463C / #e5e7eb)
- "Mostra offerte archiviate" toggle (default off), filters via useMemo
- Responsive card grid (1/2/3 cols) linking to /admin/offers/[id]/edit,
with category badge and "Archiviata" indicator
- "+ Nuova Offerta" inline form calling createOfferMacro via useTransition
+ router.refresh()
- Empty state with "Nessuna offerta" / "Inizia creando la tua prima offerta"
- Add src/app/admin/offers/[id]/edit/page.tsx as async server component
- Fetches getOfferEditorData(id) + getOfferFieldOptions() via Promise.all
- Calls notFound() when offer id does not exist
- Delegates rendering to OfferEditorClient
- getOfferListCards() for Plan 04 list page (category + archive status)
- getOfferEditorData(macroId) returns macro fields, A/B/C tiers with
assignedServiceIds + computed servicesTotal, category-filtered
availableServices, and tipoTags/obiettivoTags
- getOfferFieldOptions() for categoria/ticket/tipo/obiettivo select pools
- scripts/verify-12-03-queries.ts documents the 5 spec'd test cases
(typecheck-only, no test runner configured, prod DB not mutated)
- Hand-write 0008_offer_tier_schema.sql: additive ALTER TABLE ADD COLUMN IF NOT EXISTS for offer_macros/offer_micros, guarded DO-block CHECK constraint on tier_letter, CREATE TABLE IF NOT EXISTS offer_tier_services + index
- Append journal entry for 0008_offer_tier_schema following the 0006 entry shape
- Add scripts/push-12-offer-tier-schema.ts: idempotent push script with PRODUCTION DEPLOY NOTE — BLOCKING step for Plan 02 (SSH+docker exec) before Wave 3 query layer
assignQuoteToLead's generate_new check was unreachable since
SendQuoteModal always passed false. Removes the field from both
the server schema and the modal's local schema/defaultValues/call site.
- New LeadsSearch.tsx: client-side instant filter across name/email/
company/status/tags (mirrors CatalogSearch.tsx)
- page.tsx: fetch via getLeadsWithTags()/getLeadFieldOptions(), render
LeadsSearch + CreateLeadModal, revalidate=0
- [id]/page.tsx: fetch getLeadsWithTags()/getLeadFieldOptions(), find
lead by id, pass tags/tagOptions to LeadDetail
- LeadDetail.tsx: add OptionMultiSelect for lead tags in the "Profilo"
card, wired to addLeadTag/removeLeadTag/renameLeadTag with error display
Replace shadcn Table-based read-only LeadTable with an Attio-style raw
table database view (1:1 structural port of ServiceTable.tsx):
- EditableCell for name/email/phone/company/next_action, persisted via
updateLeadField
- Local StatusCell: closed click-to-open dropdown over the 6 fixed
LEAD_STAGES values, preserving semantic STAGE_COLOR badges (won=green,
lost=red, etc.) without modifying shared option-select.tsx
- OptionMultiSelect for lead tags, wired to addLeadTag/removeLeadTag/
renameLeadTag
- Per-row error display and "Nessun lead trovato" empty state
- Remove unreachable if (tab === "new") branch in onSubmit - the new-tab button has its own onClick navigation and never triggers form submit
- Escape unescaped double quotes in JSX text (react/no-unescaped-entities)
- generate_new field left as-is per plan (optional cleanup, out of scope)
- Log pre-existing useForm<any>/onSubmit(data: any) no-explicit-any lint errors to deferred-items.md (out of scope: fixing requires resolving a zodResolver/Resolver generic incompatibility with assignQuoteSchema's optional/default fields)
simone