- 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>
Adds a "Modello AI" toggle (Opus default, Sonnet option) styled like the
existing Soggetto toggle. The server action validates the keyword and maps
it to the real model id; the agent receives the resolved id and uses it in
the Anthropic messages.create call. The proposals DB record stores the
actual model used.
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>
- 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>
- 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)
- Add src/app/admin/offers/[id]/edit/page.tsx as async server component
- Fetches getOfferEditorData(id) + getOfferFieldOptions() via Promise.all
- Calls notFound() when offer id does not exist
- Delegates rendering to OfferEditorClient
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
- requireAdmin() guard (mirrors catalog/actions.ts pattern), throws
"Non autorizzato" before any DB access
- updateLeadField: EDITABLE_FIELDS allowlist, name/status validated
server-side (LEAD_STAGES.includes), nullable fields cleared on empty
- addLeadTag/removeLeadTag/renameLeadTag: polymorphic tags table scoped
to entity_type="leads" (LEADS_TAG_ENTITY), never touches
entity_type="services" rows
- All four actions call revalidatePath for /admin/leads (+ detail page
where a single leadId applies)
- Log pre-existing lint issues (unrelated to this task) to
deferred-items.md per scope-boundary rule
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
- updateServiceField: single-field inline edit (name, description,
category, unit_price, active) with per-field validation
- addTagToService / removeTagFromService: tag assignment scoped to
entity_type="services" via onConflictDoNothing on the unique index
- quickAddService: creates a unit_price=0.00 row from name only (D-12)
- All actions admin-gated via requireAdmin() and revalidate /admin/catalog
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>
- 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>
- 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>
- 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
- 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
- AdminLayout now uses flex-row: AdminSidebar (left) + main (right)
- Removed NavBar import and max-w-5xl centered constraint
- Main content area takes remaining width with px-8 py-8 padding
- Add ClientActiveOfferSummary type to admin-queries.ts
- Add getClientActiveOffers() function joining project_offers with offer_micros
- Only selects public_name (never internal_name) per CLAUDE.md constraint
- Update /admin/clients/[id] to fetch active offers in parallel with project data
- Add Offerte Attive section at bottom of client detail page
- 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
- Add offer_micros, project_offers imports to admin-queries.ts
- Add ProjectOfferWithMicro type to admin-queries.ts
- Extend ProjectFullDetail type with projectOffers + availableMicros fields
- Extend getProjectFullDetail() to query project offers and available micros in parallel
- Add z import and project_offers import to project-actions.ts
- Add assignOfferToProject, removeProjectOffer, updateProjectOfferTotal server actions
- All three actions call requireAdmin() and revalidate /admin/forecast
- 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
Root cause: INTERNAL_SECRET was on same line as HOST= in .env (no trailing
newline when appended), so proxy middleware got empty secret and rejected
all /api/internal/validate-* calls → rewrote every /client/* request to
/not-found without running the page component.
simone