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>
- 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"
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)
- CreateLeadModal and EditLeadModal use useForm<CreateLeadInput>() instead of useForm<any>()
- Import CreateLeadInput from lead-validators, remove local z.infer redeclaration
- Narrow EditLeadModal status default value to CreateLeadInput["status"], remove 'as any'
- Fix FormField generic signature in shared ui/form.tsx (was ControllerProps<any, any>, broke Control<T> assignability once useForm<T> became concrete) - Rule 3 blocking issue
Turn the catalog into Notion/Airtable select properties:
- Tag + Pacchetto: multi-select with a SHARED pool — created values persist and
are selectable from a dropdown across all services (no more re-typing)
- Categoria + Fase: single-select chips with the same dropdown + create-on-the-fly
- Rename an option once -> propagates to every row (renameServiceOption)
- Deterministic colors per value (shared option-colors util)
- Quick-add row now sets name+description+categoria+fase+prezzo then Enter (active)
- Search broadened to name/categoria/fase/tag/pacchetto
Data model (additive): tag/pacchetto in polymorphic tags table (entity_type
services / services.pacchetto); categoria/fase as single-select columns on
services (new: services.fase). Pools derived from distinct values.
New: OptionSelect, OptionMultiSelect, option-colors. Removed tag-multi-select.
Migration 0007_add_services_fase.sql must be applied before runtime.
tsc + eslint + next build clean. CSV bulk import (OFFER-12) stays Phase 12.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- WR-01: remove blur-commit on EditableCell toggle (onChange already saves+closes; prevents double updateServiceField)
- WR-02: skip server action when cell value unchanged (commit + new commitOnBlur dirty-check)
- WR-03: on blur, revert required-empty field via cancel() instead of leaving the cell stuck in error state
- WR-04: normalize it-IT price input (1.234,50) before parse; Number() rejects trailing garbage
- IN-01: render row error in its own <tr> instead of an invalid 7th <td> in a 6-column row
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- New CatalogSearch client component: filters ServiceWithTags[] by name/tag, case-insensitive, instant (no reload)
- page.tsx now passes filtered services through CatalogSearch -> ServiceTable
- ServiceForm.tsx deleted — quick-add row in ServiceTable replaces its create-service UX
- 6-column table (Nome, Descrizione, Categoria, Prezzo, Tag, Stato), no Azioni column (D-14)
- Every field cell uses EditableCell (text/textarea/number/toggle), saving via updateServiceField
- Tags column uses TagMultiSelect, wired to addTagToService/removeTagFromService
- QuickAddRow creates new services (unit_price=0) via quickAddService on Enter (D-12)
- Inactive services sink below a "Servizi disattivati" divider with opacity-50 (D-13)
- All mutations trigger router.refresh()
- TAG_COLORS 7-color pastel palette + getTagColorIndex() deterministic
name->color hash (D-07, no stored color column)
- renders tag badges with inline remove (X), calls removeTagFromService
- "+" dropdown to add a new tag via Enter, calls addTagToService
- closes dropdown on outside click and Escape; inline error display
- remove value-sync useEffect + render-time ref read that violated
react-hooks/set-state-in-effect and react-hooks/refs lint rules
- toggle display now reads value directly instead of tempValue,
which is only meaningful while isEditing is true
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>
Stage A of staged Phase 10 redo: dependencies and shared UI only,
no schema or DB-querying code. Verifies Coolify rebuilds clean
before migration (Stage B) and CRM code (Stage C).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- QuoteMultistep.tsx (110 lines): Parent component managing step state and navigation with visual indicator
- QuoteStep1Overview.tsx: Read-only overview with offer name, total price, and phase list
- QuoteStep2Selection.tsx: Phase/service listing (read-only MVP) with calculated total
- QuoteStep3Summary.tsx: Summary card with optional email and notes capture, Accept/Reject buttons
All components use shadcn/ui with Tailwind styling and follow accessibility patterns.
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
- src/lib/quote-actions.ts: createQuote server action with nanoid tokens and atomic DB transaction
- src/components/admin/quotes/QuoteBuilderForm.tsx: Two-column form (left: client/offer/price inputs, right: live preview)
- src/components/admin/quotes/OfferSelector.tsx: Grouped dropdown for macro/micro offer selection
- src/components/admin/quotes/PriceOverrideInput.tsx: Price input with server validation feedback
- src/components/admin/quotes/QuotePreview.tsx: Live preview card showing offer details and calculated total
- src/app/admin/quotes/new/page.tsx: Quote builder page rendering form with data from DB
- src/app/admin/quotes/new/actions.ts: Re-export of createQuote for page-level action imports
- src/lib/admin-queries.ts: Added getAllOfferMacrosWithMicros() query for form population
Features:
- Admin selects client and offer (required fields)
- Form validates on blur and displays success/error states
- Server action validates data and rejects if total mismatch
- On success, displays public /quote/[token] link with copy button
- Quote saved as draft state with immutable accepted_total
Completes Phase 9 Plan 2 Wave 1: Admin UI Layer
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
- Task 1: Update getAllServices() and activeServices queries to read from services table instead of service_catalog
- Both ClientFullDetail and ProjectFullDetail now return Service[] (not ServiceCatalog[])
- Quote items label join remains unchanged — still references service_catalog for historical quote_items.service_id FK integrity
- Task 2: Rewire /admin/catalog actions and components to operate on services table
- src/app/admin/catalog/actions.ts: createService/updateService/toggleServiceActive now write to services with optional category field
- ServiceTable.tsx: Updated to Service[] type, added category column rendering
- ServiceForm.tsx: Added optional category input field
- QuoteTab.tsx: Updated activeServices type annotation to Service[]
- New services created via /admin/catalog have migrated_from=null, migrated_id=null (not migrated)
- TypeScript compiles successfully
- npm run build: PASS
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
- Create OffersTab.tsx client component with assign form and offer list
- Inline accepted_total editing via onBlur handler
- Add Offerte tab trigger and content to project workspace page
- Destructure projectOffers and availableMicros from getProjectFullDetail result
- initProjectPayments: crea Acconto 50%/Saldo 50% se il progetto non ha pagamenti
- splitPayment: divide un pagamento in due rate con importi custom
- SplitPaymentForm: form client interattivo con anteprima live della rata 2
- PaymentsTab: stato vuoto con CTA + pulsante Dividi per ogni riga
- projectId prop opzionale per attivare le feature solo nel contesto progetto
- Middleware (proxy.ts): switch internal API calls to localhost instead of
request.url — avoids Docker hairpin NAT issues where the container can't
reach its own external hostname via Traefik
- ProjectRow timer: pass projectId={project.id} to TimerCell so it calls
startTimer(projectId) directly instead of startTimerForClient(project.id)
- Admin client list: add slug field to ClientWithPayments + show slug link
when available (falls back to token) — so admins see the human-readable URL
- Analytics contracted: sum projects.accepted_total (authoritative) instead
of clients.accepted_total (always 0 in multi-project architecture)
- createClient: auto-generate slug from client name at creation time
(e.g. "Mario Rossi" → "mario-rossi"), with -2/-3 suffix on conflict
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Admin client list: remove Timer column, rename Acconto→Importo incassato
and Saldo→Importo da saldare (calculated from payment amounts, not badges)
- Project workspace timer: pass projectId prop to TimerCell so it calls
startTimer(projectId) directly instead of startTimerForClient(projectId)
which was failing with "nessun progetto trovato"
- Public client page: pass client.token (real DB token) not the URL path
segment (which may be a slug) to ClientDashboard → fixes approve/chat APIs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
simone