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640f9869671e628041f10dc58c9e8adc60fbc3e0
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22 Commits

Author SHA1 Message Date
simone 640f986967 docs(12): create phase plan 
Re-scoped Offer Editor (Tier A/B/C, Tag & Prezzo Pubblico) per 2026-06-14
user decision: 5-plan wave structure (schema migration -> prod apply
checkpoint -> query/action layer -> list + detail editor UI), OFFER-12
CSV/Notion import deferred.
 2026-06-14 21:00:32 +02:00
simone fa5672025f docs(14): mark phase complete, advance roadmap to Phase 15 
phase complete 14: ROADMAP plans/progress, STATE position (Phase 15
next, blocked on user mockup), REQUIREMENTS CRM-08..12 -> Complete.
 2026-06-14 15:22:40 +02:00
simone f5309345b9 docs(14): annotate plan waves and update milestone progress 
Wave-dependency annotations for Phase 14 (14-01/14-03 wave 1, 14-02 wave 2)
and corrected v2.1 progress tracking (4/7 plans, current focus → Phase 14).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-14 12:30:38 +02:00
simone d115465240 docs(14): create phase plan 
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.
 2026-06-14 12:09:45 +02:00
simone 03898f2a59 docs(planning): v2.1 milestone setup + Phase 11 context/patterns 
- Archive v2.0 phases (07-10) under .planning/milestones/
- v2.1 REQUIREMENTS/ROADMAP (Phases 11-17: Offer Studio + Proposal AI)
- DESIGN-SYSTEM.md (database-view UI contract for Phases 11-14)
- Phase 11 CONTEXT, DISCUSSION-LOG, PATTERNS

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
 2026-06-13 15:07:06 +02:00
simone 0bca8a6c4d docs(state): Phase 9 Plan 3 execution complete — public quote page live 
State changes:
- Progress: 5/8 plans complete (62.5%)
- Phase 09 Plan 03: DONE (30 minutes)
- Multistep wizard, rate limiting, immutable acceptance all implemented

Roadmap changes:
- Phase 9 execution summary: 3/3 plans complete
- Phase 7-9 now 6/11 total v2.0 plans DONE
- Ready for Phase 10 (CRM) and Phase 11 (Auto-provisioning)

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
 2026-06-11 07:41:06 +02:00
simone 9ea905cb45 docs(10): phase 10 planning complete — 3 plans (CRM leads + activity logging + follow-ups) 2026-06-11 07:20:37 +02:00
simone a98fe7a9f3 docs(09): phase 9 planning complete — 3 plans in 2 waves (schema + admin builder + public quote page) 
Phase 9 breaks into two parts:
- Wave 0: Schema foundation (Phase 8) — offer_phases, quotes, quote_items tables + type system
- Wave 1: Admin Quote Builder (/admin/quotes/new) — form, server action, price validation
- Wave 2: Public Quote Page (/quote/[token]) — multistep form, acceptance, rate limiting

Plans:
- 09-01: Database schema (offer_phases, quotes, quote_items) + Drizzle migration + query layer types
- 09-02: Admin builder UI (two-column form, client/offer selection, live preview) + createQuote action
- 09-03: Public quote page (token-gated route, middleware rate limit 3/min, multistep wizard, acceptQuote action)

Key constraints per CLAUDE.md:
- quote_items NEVER exposed to client API (public query layer enforces PublicQuoteView type)
- Server-side price recalculation prevents tampering (client-side total validated against item sum)
- Immutability enforced: accepted_at timestamp immutable once set (DB constraint + app check)
- Token: nanoid 21-char (~122-bit entropy), unique, rate-limited at middleware

Estimated execution: 4-5 days. Wave 0 can run in parallel with Wave 1 (no blocking).

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
 2026-06-11 07:06:47 +02:00
simone 06660c3fe6 docs(08): phase 8 planning complete — 1 plan (offer phases + quote templates schema) 2026-06-11 06:54:39 +02:00
simone bdcdd26f17 docs(07): create phase plan for Unified Service Catalog 
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.
 2026-06-11 06:14:05 +02:00
simone 3b1f49d059 docs(v2.0): finalize roadmap + requirements — phases 7-11 approved for planning 
- Upgrade PROJECT.md: v2.0 Business Operations Suite (unified catalog, offers with phases, public quotes, CRM pipeline, auto-provisioning)
- Create REQUIREMENTS.md sections: CAT-U, OFFER-B, QUOTE, CRM, WIN requirements for phases 7-11
- Extend ROADMAP.md: 5-phase structure (7-11), 14-19 days total, risk/flag registry
- Archive v1.0 milestone (phases 1-6, complete)
- Switch STATE.md to v2.0, status=planning
- Create research documents: STACK.md, FEATURES_v2.0.md, ARCHITECTURE.md, PITFALLS.md, SUMMARY.md

Ready for: /gsd-plan-phase 7

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
 2026-06-11 06:01:59 +02:00
simone 26a688cec8 docs(06): create Phase 6 UX Overhaul plans — sidebar + dashboard (2 plans, 2 waves) 2026-05-31 20:06:53 +02:00
simone 2a5a6fc526 docs(phase-5): complete phase execution — Offer System done 2026-05-30 16:56:33 +02:00
simone cd55cba56c docs(05): create Phase 5 Offer System plans — 4 plans in 3 waves 
Wave 1: 05-01 schema migration (5 new tables, additive only)
Wave 2: 05-02 offer catalog CRUD (/admin/offers + NavBar)
Wave 3: 05-03 project offer assignment (OffersTab) + 05-04 client dashboard offers + /admin/forecast

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-30 15:07:52 +02:00
simone 5bf5dfce71 infra(04-00): route /c/ → /client/, Dockerfile, Gitea deploy 
- Rename src/app/c/[token] → src/app/client/[token]
- Update proxy.ts, ClientRow, admin client detail with /client/ path
- Add output: "standalone" to next.config.ts for Docker build
- Add Dockerfile (multi-stage, node:20-alpine) and .dockerignore
- Push schema to Coolify Postgres via SSH tunnel (drizzle-kit push ✓)
- Update CLAUDE.md constraint 4 to reflect /client/ route
- Add Phase 4 planning artifacts (04-00, 04-RESEARCH, 04-PATTERNS)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-21 16:12:05 +02:00
simone d210cf6202 docs(04): create phase plan — 4 plans in 2 waves for multi-project architecture 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-21 11:02:56 +02:00
Simone Cavalli 67e4483b48 docs(phase-03): complete phase execution — service catalog + quote builder verified 2026-05-19 23:12:59 +02:00
Simone Cavalli a4942d7684 docs(03): plan Phase 3 — Service Catalog & Quote Builder (4 plans, 2 waves) 
Wave 1: schema push (service_id nullable + custom_label).
Wave 2 (parallel): catalog CRUD page + quote builder tab.
Wave 3: E2E human verification checkpoint.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-17 11:23:15 +02:00
Simone Cavalli 447a00cadd docs(phase-02): update tracking after wave 4 completion 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-15 21:53:07 +02:00
Simone Cavalli 56dd18b0c2 docs(02-admin-area-interactive-features): complete phase 2 planning with 4-plan structure 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-15 10:30:27 +02:00
Simone Cavalli c22457b9a7 docs: mark Phase 1 complete, advance state to Phase 2 planning 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-14 23:35:46 +02:00
Simone Cavalli 81c667838f docs(01-foundation-client-dashboard): complete phase 1 planning with 5-plan structure 
Create comprehensive phase plans for Foundation & Client Dashboard:
- 01-01-PLAN.md: Walking Skeleton (Next.js 15 bootstrap + DB connection)
- 01-02-PLAN.md: Database schema (11 tables, Drizzle ORM, drizzle-kit push)
- 01-03-PLAN.md: Middleware token validation + ClientView type + data fetching
- 01-04-PLAN.md: Client dashboard UI (header, timeline, progress, payments, docs, notes)
- 01-05-PLAN.md: Seed script + DNS CNAME configuration

Also create SKELETON.md documenting locked architectural decisions for all future phases:
- Next.js 15 + Drizzle + postgres-js driver (Coolify Postgres)
- Token as separate rotatable field (not PK)
- ClientView enforcement (no quote_items exposed to client API)
- Approved_at immutable audit trail
- Two independent auth systems (client token + admin session)
- Vercel deployment with custom domain

Update ROADMAP.md to mark Phase 1 as planned (5 plans created) and ready for execution.

All plans follow MVP vertical-slice structure with 2-3 tasks per plan.
Walking Skeleton proves the entire stack works end-to-end.
Requirements mapping: DASH-01 through DASH-04, DASH-07 through DASH-10 covered.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-13 11:27:19 +02:00