Commit Graph

4 Commits

Author SHA1 Message Date
simone 694b54f2ce docs(10-03): complete Phase 10 Plan 3 execution summary
Activity logging and quote sending modals implemented:
- LogActivityModal: Fast form (<10 sec) for registering calls, emails, meetings, notes
- SendQuoteModal: Two tabs for assigning existing quotes or creating new ones
- FollowUpWidget: Dashboard card showing leads needing follow-up (>7 days no contact)
- Server actions validate and update lead status to 'proposal_sent' on quote assignment

All requirements met (CRM-04, CRM-05, CRM-06, CRM-07). Build passes with 0 errors.

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-06-11 12:38:00 +02:00
simone a453df5a8e docs(10-02): complete Phase 10 Plan 2 execution — lead management UI 2026-06-11 12:32:40 +02:00
simone 1aed8a0909 feat(10-01): add CRM schema with leads, activities, reminders tables and service layer
- Add TypeScript type exports for Activity, NewActivity, Reminder, NewReminder
- Create lead-validators.ts: Zod schemas for CRUD operations with Italian localization
- Create lead-service.ts: Query layer with 14 functions (leads, activities, reminders)
- Implement immutable activity audit trail with auto-update of lead.last_contact_date
- Add pipeline stage enums (6 stages) and activity type enums (4 types)
- Cascade delete configured for data integrity
- Full TypeScript type safety throughout
- npm run build: PASSED (0 errors)

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-06-11 12:28:35 +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