- 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)
Plan Phase 14 (CRM Attio-style & Fix) into 3 waves: data-layer
foundation (query helpers + server actions), LeadTable raw-table
rewrite with inline edit/tags, and isolated bug fixes for CRM-10/11/12.
UI-SPEC approved (5/6 PASS, 1 non-blocking flag on focal point).
Locks reuse of Phase 11 primitives (EditableCell, OptionSelect,
OptionMultiSelect) for the leads table, plus scope for the four
CRM bug fixes (i18n, type-safety, dead code).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Tags table + legacy consolidation applied via SSH tunnel to Coolify Postgres.
Both validators: ALL CHECKS PASSED. Protected tables (clients/projects/payments/phases) unchanged.
Phase 11 verification: passed (OFFER-07/08/09/10/13 all Complete).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- add 11-03-SUMMARY.md documenting EditableCell/TagMultiSelect delivery
and the react-hooks lint-rule fix (Rule 1 deviation)
- update STATE.md position (3 of 4 -> 4 of 4), progress 86% -> 89%,
performance metrics, and decisions log
- log gsd-sdk unavailability and OFFER-07/08 status timing as deferred
items for Phase 11
- SUMMARY.md for Plan 02 (ServiceWithTags + 4 new server actions)
- STATE.md: advance to Plan 3/4, record metrics and decision
- REQUIREMENTS.md: mark OFFER-07/08/09 backend foundation complete
- Advance STATE.md to plan 2/4, record metrics/decisions/blocker for 11-01
- Fix Status/Progress fields regressed by state advance-plan (status was
reset to "Ready to execute" / 0% despite phase being mid-execution)
- Note .planning/ROADMAP.md is an empty PLACEHOLDER (pre-existing v2.1
planning gap) — roadmap update-plan-progress is a no-op until populated
Documents Phase 11 Plan 1 outcome: tags table schema + migration scripts
complete and committed; DB-execution steps (push migration, run legacy
consolidation, run tag-assignment + validators) blocked by network/SSH
access gate to 178.104.27.55:54321 (firewalled, SSH-only per project
memory). Logs pre-existing drizzle-kit migration tooling drift and the
stale quote_items<->service_catalog JOIN as deferred non-blocking items.
Stage C of staged Phase 10 redo. Restores dangling phase10-wip work:
- schema.ts: leads expansion + activities/reminders tables + relations
- lead-service.ts / lead-validators.ts service layer
- /admin/leads list + detail + actions, LeadTable/LeadDetail/LeadForm
- LogActivityModal, SendQuoteModal, FollowUpWidget on dashboard
- migration 0005 (applied to prod DB in Stage B, along with
previously-missing 0001/0003/0004 — root cause of all post-deploy
500s: prod DB had no migrations applied since 0000)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- 3 tasks completed (rate limiting, components, page/actions)
- 9 files created, 1 file modified
- Public /quote/[token] route with multistep wizard (3 steps)
- Rate limiting: 3 views/min per IP via proxy middleware
- Immutable quote acceptance with optional email/notes capture
- quote_items never exposed; only accepted_total and phase summary visible
- All threat model mitigations in place
- npm run build: PASS (0 TypeScript errors)
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
Two-plan, two-wave migration: schema + backfill (07-01) then admin
catalog CRUD rewire (07-02), per CAT-U-01/CAT-U-02 and the
expand-contract pattern from PITFALLS_V2 Pitfall 1.
- RSC page at /admin/offers with macro/micro/service CRUD fully functional
- ServiceCheckboxList for many-to-many service assignment
- NavBar updated with Forecast and Offerte links
- Documents schema.ts changes (5 new tables, relations, TypeScript types)
- Documents Phase 4+5 DB migration applied via SSH due to drizzle-kit TTY limitation
- Confirms zero data loss; all 5 clients and related data preserved
- 04-02/03/04: change depends_on from filename format to plan ID format
('04-01-PLAN.md' → '04-01') to match orchestrator expectations and
Phase 3 precedent
- 04-02: add Task 3 implementing D-12 — /admin/clients list shows brand
names below client name and LTV as sum of project accepted_totals;
update getAllClientsWithPayments query and ClientRow component;
add src/app/admin/page.tsx, src/lib/admin-queries.ts,
src/components/admin/ClientRow.tsx to files_modified
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- SUMMARY.md created with full task record, self-check passed
- Task 1 commit: 9ddb699 (schema edit)
- Task 2: drizzle-kit push confirmed changes applied, second run "No changes detected"
simone
Simone Cavalli