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.
- scripts/migrate-tags.ts: idempotently assigns the "Offerta" tag to every
services row where migrated_from = 'offer_services' (D-02)
- scripts/validate-tags-migration.ts: row-count + orphan checks for the
tags consolidation dimension of OFFER-13
NOTE: Not yet executed against the dev/staging DB (178.104.27.55:54321) —
that host is firewalled and only reachable via SSH+docker exec per project
memory, which is out of scope for this agent's authorization. Execution of
this script, scripts/migrate-services.ts, scripts/validate-services-migration.ts,
and scripts/push-11-tags-migration.ts is documented as a pending access gate
in 11-01-SUMMARY.md.
- Add polymorphic tags table (entity_type/entity_id/name) with unique
index on (entity_type, entity_id, name) and lookup index on
(entity_type, entity_id) — pattern follows comments table (D-05/D-06/D-07)
- Add Tag/NewTag types and tagsRelations (no direct FK, query-time join)
- Hand-write src/db/migrations/0006_add_tags_table.sql following the
established project convention (drizzle-kit generate is unusable here —
meta/_journal.json snapshots out of sync since 0001, pre-existing since
Phase 8) and add journal entry for 0006_add_tags_table
- Add scripts/push-11-tags-migration.ts (idempotent CREATE TABLE/INDEX IF
NOT EXISTS) with production deploy note for manual SSH+docker exec apply
Lead detail 500'd because params was accessed synchronously;
Next 16 App Router passes params as a Promise. Same pattern
already used correctly in /quote/[token].
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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>
- 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>
- layout.tsx: Simple centered public layout (no auth header) with quote branding
- page.tsx: Server component validating token, handling quote states (draft/accepted/rejected)
- actions.ts: Server actions for acceptQuote() and rejectQuote() with immutable accepted_at enforcement
- Validates token format (21-char nanoid), returns 404 for invalid tokens
- Shows 'already accepted' message if quote was previously accepted
- Integrates with QuoteMultistep component for active quotes
Co-Authored-By: Claude Haiku 4.5 <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>
- Enhanced proxy.ts with rate limit check for /quote/[token] routes
- Enforces 3 views per minute per IP address (MVP in-memory store)
- Returns 429 Too Many Requests when limit exceeded
- Rate limit utility supports distributed use (ready for Upstash Redis in Phase 10)
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>
- Add getOfferPhases(microId) — get all phases for an offer micro
- Add getOfferPhaseServices(phaseId) — get all services assigned to a phase
- Add getQuoteById(quoteId) — get full quote header by ID
- Add getQuoteByToken(token) — get quote by public token
- Add getQuotesByClient(clientId) — get all quotes for a client
- Update imports to include new tables and types
- All queries properly typed with Drizzle ORM
- Build verified with npm run build
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
- Create SQL migration 0003_offer_phases_quote_templates.sql
- Creates offers_phases, offer_phase_services, quotes, leads tables
- Adds new columns to quote_items, projects, phases (additive-only)
- Includes proper FK constraints, indexes, and CHECK constraints
- ZERO DATA LOSS: No drops, no truncates — fully reversible
- Create validation script scripts/validate-phase8-migration.ts
- Checks all 4 new tables exist
- Verifies 7 new columns added to existing tables
- Validates FK references intact
- Exit code 0 on success, 1 on failure
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
- Check 6: Count of services with migrated_from IS NULL (net-new rows created via /admin/catalog after migration)
- Printed as informational line at the end of validation output
- Does not fail validation if count is zero (expected for fresh test runs)
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>
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.
- 4 KPI cards: clienti attivi, revenue totale, progetti in corso, pagamenti in sospeso
- Activity feed: last 10 events with icon, label, detail, timestamp
- Page is RSC (async server component, no use client)
- revalidate = 0 for fresh data on each request
- KPI queries: clienti attivi, revenue totale, pagamenti in sospeso, progetti in corso
- Activity feed: last 10 events across clients, projects, deliverables, time entries
- Uses isNotNull for nullable timestamp filters, Promise.all for parallel fetch
- New /admin/clients/page.tsx contains full client list with getAllClientsWithPayments
- Toggle archived link updated from /admin?archived=1 to /admin/clients?archived=1
- /admin/page.tsx replaced with redirect() to /admin/clients
simone