- 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>
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>
- Add requireAdmin() to all unprotected admin server actions
(clients/new, clients/[id], timer-actions — 17 functions total)
- Protect /api/internal/* endpoints with X-Internal-Secret header
(proxy.ts sends it; routes reject requests without it)
- Randomize auto-generated client slugs with 4-char suffix
to prevent enumeration via predictable name-based slugs
- Add in-memory rate limiting to /api/client/approve (20/min)
and /api/client/comment (10/min) per IP
- Add security headers: X-Frame-Options, X-Content-Type-Options,
Referrer-Policy, Permissions-Policy, X-DNS-Prefetch-Control
- Reduce JWT session from 30 days to 7 days with daily rotation
- Remove hardcoded NEXTAUTH_URL from Dockerfile (pass via Coolify env)
- Genericize client API error messages to not leak data structure
- Update .env.example with all required variables including INTERNAL_SECRET
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Schema:
- clients.archived boolean (default false)
- time_entries table (client_id, started_at, ended_at, duration_seconds)
Client management:
- /admin/clients/[id]/edit — form pre-compilato con nome, brand, brief
- ClientActions: Modifica / Archivia / Elimina con doppia conferma
- setClientArchived: toggle archiviazione senza perdere dati
- deleteClient: elimina con cascade, redirect a /admin
- Admin list: toggle "Mostra archiviati" via ?archived=1, righe archiviate opache
Time tracker:
- startTimer: crea sessione, ferma automaticamente quella precedente
- stopTimer: chiude sessione, calcola duration_seconds
- TimerCell: ▶/⏹ per ogni cliente, contatore live in secondi, totale cumulativo
- Una sola sessione attiva alla volta su tutta la lista
Analytics:
- Sezione "Fatturato" (invariata) + sezione "Tempo tracciato" separata
- Ore totali per anno + barre orizzontali per cliente
- getTotalTrackedHours, getTimeByClient queries
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
simone
Simone Cavalli