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cbfd959c364740e4cd2edc267e4ff4bd8d23f9d5
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14 Commits

Author SHA1 Message Date
simone cbfd959c36 docs(v2.2): close planning docs — SUMMARY.md 21+22, req Complete 
- 21-01-SUMMARY.md: agente AI Opus 4.8, schema Zod, proposals table
- 22-01-SUMMARY.md: deck 20+ slide 100vh, accept/reject, PUB-03 deferred
- REQUIREMENTS.md: PIPE/KB/AI-01/02 + PUB-01/02 → Complete; PUB-03 deferred
- ROADMAP.md: Phase 20/21/22 → [x] con date
- STATE.md: status complete, percent 100, 5/5 fasi

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-20 18:24:00 +02:00
simone 044a056480 docs(phase-18): plan 03 — mark CLEAN-01..04 complete, build verified 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 16:20:50 +02:00
simone 10a390239a docs: reset milestone v2.2 "Sales Loop" 
Strategic reset after articulating the real sales flow (piano in
.claude/plans/glittery-sprouting-pudding.md). v2.1 delivered Offer Studio
(Phase 11+12) + CRM Attio (Phase 14); residual phases re-scoped:

- Phase 13 (Servizi Attivi) → frozen (touches post-sale portal, kept as-is)
- Phase 15 (Dashboard Revenue) → dropped (analytics merges into dashboard)
- Phase 16/17 (Proposal AI) → re-scoped into v2.2 with transcripts added

New milestone v2.2 = sales loop, Phase 18→22 (R1→R5):
- R1 Cleanup: remove forecast + manual quote builder, merge analytics into dashboard
- R2 Pipeline CRM Kanban (Pipedrive-style)
- R3 Knowledge Base (dated call transcripts per lead/client)
- R4 AI agent (admin picks offer, Claude personalizes proposal from transcripts)
- R5 Public /preventivo/[slug] page + email

New requirements: CLEAN-01..04, PIPE-01/02, KB-01/02, AI-01/02, PUB-01/02/03.
Updated ROADMAP, REQUIREMENTS, STATE, PROJECT. No code changed.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
 2026-06-19 11:37:08 +02:00
simone 56f9fd1d07 docs(phase-12): complete phase execution 
Phase 12 (Offer Editor: Tier A/B/C, Tag & Prezzo Pubblico) fully executed
and verified. All 5 plans complete, build gate passed, 5/5 requirements
confirmed in codebase (OFFER-11, OFFER-15, OFFER-16, OFFER-17, OFFER-18).

- 12-REVIEW.md: 0 critical, 6 warnings, 4 info (advisory, non-blocking)
- 12-VERIFICATION.md: all requirements PASS
- REQUIREMENTS.md: OFFER-11/15/16/17/18 → Complete
- STATE.md: advanced to Phase 13 as next

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-18 17:24:19 +02:00
simone 640f986967 docs(12): create phase plan 
Re-scoped Offer Editor (Tier A/B/C, Tag & Prezzo Pubblico) per 2026-06-14
user decision: 5-plan wave structure (schema migration -> prod apply
checkpoint -> query/action layer -> list + detail editor UI), OFFER-12
CSV/Notion import deferred.
 2026-06-14 21:00:32 +02:00
simone fa5672025f docs(14): mark phase complete, advance roadmap to Phase 15 
phase complete 14: ROADMAP plans/progress, STATE position (Phase 15
next, blocked on user mockup), REQUIREMENTS CRM-08..12 -> Complete.
 2026-06-14 15:22:40 +02:00
simone 8d62207ccb docs(phase-11): complete phase — OFFER-13 migration applied to prod DB, all validators passed 
Tags table + legacy consolidation applied via SSH tunnel to Coolify Postgres.
Both validators: ALL CHECKS PASSED. Protected tables (clients/projects/payments/phases) unchanged.
Phase 11 verification: passed (OFFER-07/08/09/10/13 all Complete).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
 2026-06-13 20:31:20 +02:00
simone 0387805041 docs(11-04): complete catalog database-view plan 
- Mark OFFER-10 complete (REQUIREMENTS.md) — client-side search delivered
- STATE.md: position advanced to Phase 11 plans 1-4 all executed (92%), session/decisions/metrics updated
- 11-04-SUMMARY.md: append self-check results
 2026-06-13 16:05:13 +02:00
simone 62d5e97f39 docs(11-02): complete catalog query layer + server actions plan 
- SUMMARY.md for Plan 02 (ServiceWithTags + 4 new server actions)
- STATE.md: advance to Plan 3/4, record metrics and decision
- REQUIREMENTS.md: mark OFFER-07/08/09 backend foundation complete
 2026-06-13 15:47:07 +02:00
simone 03898f2a59 docs(planning): v2.1 milestone setup + Phase 11 context/patterns 
- Archive v2.0 phases (07-10) under .planning/milestones/
- v2.1 REQUIREMENTS/ROADMAP (Phases 11-17: Offer Studio + Proposal AI)
- DESIGN-SYSTEM.md (database-view UI contract for Phases 11-14)
- Phase 11 CONTEXT, DISCUSSION-LOG, PATTERNS

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
 2026-06-13 15:07:06 +02:00
simone 3b1f49d059 docs(v2.0): finalize roadmap + requirements — phases 7-11 approved for planning 
- Upgrade PROJECT.md: v2.0 Business Operations Suite (unified catalog, offers with phases, public quotes, CRM pipeline, auto-provisioning)
- Create REQUIREMENTS.md sections: CAT-U, OFFER-B, QUOTE, CRM, WIN requirements for phases 7-11
- Extend ROADMAP.md: 5-phase structure (7-11), 14-19 days total, risk/flag registry
- Archive v1.0 milestone (phases 1-6, complete)
- Switch STATE.md to v2.0, status=planning
- Create research documents: STACK.md, FEATURES_v2.0.md, ARCHITECTURE.md, PITFALLS.md, SUMMARY.md

Ready for: /gsd-plan-phase 7

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
 2026-06-11 06:01:59 +02:00
simone cd55cba56c docs(05): create Phase 5 Offer System plans — 4 plans in 3 waves 
Wave 1: 05-01 schema migration (5 new tables, additive only)
Wave 2: 05-02 offer catalog CRUD (/admin/offers + NavBar)
Wave 3: 05-03 project offer assignment (OffersTab) + 05-04 client dashboard offers + /admin/forecast

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-30 15:07:52 +02:00
simone 5bf5dfce71 infra(04-00): route /c/ → /client/, Dockerfile, Gitea deploy 
- Rename src/app/c/[token] → src/app/client/[token]
- Update proxy.ts, ClientRow, admin client detail with /client/ path
- Add output: "standalone" to next.config.ts for Docker build
- Add Dockerfile (multi-stage, node:20-alpine) and .dockerignore
- Push schema to Coolify Postgres via SSH tunnel (drizzle-kit push ✓)
- Update CLAUDE.md constraint 4 to reflect /client/ route
- Add Phase 4 planning artifacts (04-00, 04-RESEARCH, 04-PATTERNS)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-21 16:12:05 +02:00
Simone Cavalli 88f4e0fb08 docs(phase-02): complete phase execution — admin area + interactive features 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-15 21:55:16 +02:00