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38 Commits

Author SHA1 Message Date
simone ba3e824157 docs: create milestone v2.3 roadmap (3 phases, 9 requirements mapped) 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-21 11:23:56 +02:00
simone bc9051c899 docs: start milestone v2.3 Email & Accesso 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-21 10:54:14 +02:00
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 fdcc938252 feat(21-22): agente AI generazione preventivo + pagina pubblica deck 
- Migration 0010: tabella proposals (id, slug, lead_id, client_id,
  offer_macro_id, content jsonb, state, selected_tier, accepted_at)
  applicata a prod via SSH tunnel
- @anthropic-ai/sdk@0.105.0 installato; ANTHROPIC_API_KEY in .env.local
- src/lib/proposal/: schema Zod ProposalContent, agente Claude Opus 4.8,
  assemble (AI + offerta DB + config consulente), queries, profile.ts
- Admin: /admin/preventivi lista + /genera (pre-fill ?lead_id=X) + /[id] review
- Sidebar: voce Preventivi + CTA globale lime "Genera preventivo"
- LeadDetail: pulsante "Genera preventivo" → /admin/preventivi/genera?lead_id=X
- Pagina pubblica /preventivo/[slug]: deck 20+ slide light-mode iamcavalli,
  navigazione frecce + dot + keyboard, accept/reject con guard immutabilità
- STATE.md aggiornato (80%), 21-PLAN.md scritto nel formato GSD

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-20 14:37:05 +02:00
simone bac757a987 docs(phase-19): complete plan 19-01 — LeadsKanbanBoard + toggle PIPE-01/PIPE-02 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 18:07:44 +02:00
simone 84c426e66c docs(phase-18): complete phase — all 3 plans done, state advanced to Phase 19 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 17:17:53 +02:00
simone afe4274de9 docs(18-02): complete plan — analytics consolidated into admin dashboard 2026-06-19 12:09:54 +02:00
simone c00ec25e48 docs(18-01): complete plan — remove forecast and manual quote builder routes 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 12:09:17 +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 1414c3e95c docs(12): finalize wave resequencing in plans and tracking 
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
 2026-06-14 21:15:09 +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 f5309345b9 docs(14): annotate plan waves and update milestone progress 
Wave-dependency annotations for Phase 14 (14-01/14-03 wave 1, 14-02 wave 2)
and corrected v2.1 progress tracking (4/7 plans, current focus → Phase 14).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-14 12:30:38 +02:00
simone 89adf7a1d4 docs(14): UI design contract for CRM Attio-style redesign 
UI-SPEC approved (5/6 PASS, 1 non-blocking flag on focal point).
Locks reuse of Phase 11 primitives (EditableCell, OptionSelect,
OptionMultiSelect) for the leads table, plus scope for the four
CRM bug fixes (i18n, type-safety, dead code).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-14 11:23:28 +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 e424653ece docs(11-03): complete EditableCell + TagMultiSelect plan 
- add 11-03-SUMMARY.md documenting EditableCell/TagMultiSelect delivery
  and the react-hooks lint-rule fix (Rule 1 deviation)
- update STATE.md position (3 of 4 -> 4 of 4), progress 86% -> 89%,
  performance metrics, and decisions log
- log gsd-sdk unavailability and OFFER-07/08 status timing as deferred
  items for Phase 11
 2026-06-13 15:56:06 +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 a447494dde docs(11-01): complete plan 1 — tags schema + consolidation scripts, DB-execution gated 
- Advance STATE.md to plan 2/4, record metrics/decisions/blocker for 11-01
- Fix Status/Progress fields regressed by state advance-plan (status was
  reset to "Ready to execute" / 0% despite phase being mid-execution)
- Note .planning/ROADMAP.md is an empty PLACEHOLDER (pre-existing v2.1
  planning gap) — roadmap update-plan-progress is a no-op until populated
 2026-06-13 15:35:18 +02:00
simone d1b1047368 docs(11): create phase plan — 4 plans, 4 waves 
Catalog Database-View UX & Legacy Consolidation (OFFER-07/08/09/10/13)
- 11-01: tags table + polymorphic junction + additive legacy migration
- 11-02: getAllServices tag join + inline-edit/tag/quick-add server actions
- 11-03: EditableCell + TagMultiSelect components
- 11-04: database-view ServiceTable + client-side search

Verified by gsd-plan-checker (VERIFICATION PASSED).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
 2026-06-13 15:07:17 +02:00
simone 0a4dd932bc docs(state): Phase 10 redo complete — root cause was unapplied prod migrations 0001-0005 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2026-06-11 21:00:28 +02:00
simone 0bca8a6c4d docs(state): Phase 9 Plan 3 execution complete — public quote page live 
State changes:
- Progress: 5/8 plans complete (62.5%)
- Phase 09 Plan 03: DONE (30 minutes)
- Multistep wizard, rate limiting, immutable acceptance all implemented

Roadmap changes:
- Phase 9 execution summary: 3/3 plans complete
- Phase 7-9 now 6/11 total v2.0 plans DONE
- Ready for Phase 10 (CRM) and Phase 11 (Auto-provisioning)

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
 2026-06-11 07:41:06 +02:00
simone 5d1736922f docs(09-02): complete Phase 9 Plan 2 execution — admin quote builder UI 2026-06-11 07:35:20 +02:00
simone 1898dc5ccc docs(state): Phase 8 execution complete — schema foundation ready 
- Update progress: 3/8 plans complete (37.5%)
- Update current position: Phase 8 executed, Phase 9 ready for execution
- Add Phase 8 build summary (4 new tables, 7 columns, 5 query functions)
- Update session info with Phase 8 completion
- Update operator next steps: Phase 8 database migration when Postgres ready

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
 2026-06-11 07:17:26 +02:00
simone 645f33cdd4 docs(state): phase 8-9 planning complete — 6 plans total ready for execution 2026-06-11 07:08:13 +02:00
simone 243f20f1ad docs(state): phase 7 execution complete — both plans finished (schema migration + admin crud rewire) 2026-06-11 06:29:24 +02:00
simone bbc89136f5 docs(state): record phase 7 plan 1 execution completion 
Phase 7 Plan 1 (Unified Service Catalog) complete:
- Status: executing (was: planning)
- Progress: 1/5 phases, 1/8 plans completed (12%)
- Current position: Phase 07-unified-service-catalog, Plan 07-01 complete → 07-02 planning
- Last activity: 2026-06-11T04:21:50Z

Phase 7 Plan 1 summary:
- Schema definition with audit trail (migrated_from/migrated_id)
- Idempotent backfill script (56 rows: 21 from service_catalog + 35 from offer_services)
- Zero-data-loss validation suite (5-check verification)
- Database migration pending external connectivity

Next steps: Apply migration when DB reachable, or plan Phase 7-02.

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
 2026-06-11 06:23:12 +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 2a5a6fc526 docs(phase-5): complete phase execution — Offer System done 2026-05-30 16:56:33 +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 67e4483b48 docs(phase-03): complete phase execution — service catalog + quote builder verified 2026-05-19 23:12:59 +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
Simone Cavalli 447a00cadd docs(phase-02): update tracking after wave 4 completion 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-15 21:53:07 +02:00
Simone Cavalli 56dd18b0c2 docs(02-admin-area-interactive-features): complete phase 2 planning with 4-plan structure 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-15 10:30:27 +02:00
Simone Cavalli c22457b9a7 docs: mark Phase 1 complete, advance state to Phase 2 planning 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-14 23:35:46 +02:00
Simone Cavalli 2123dc9d00 fix(01-foundation): resolve plan checker blockers — 3 fixes across 01-02, 01-03, 01-04 
- 01-02: wave corrected from 1 to 2 (has depends_on: ["01-01"])
- 01-03: middleware rewritten to Edge-compatible fetch pattern; internal API route
  app/api/internal/validate-token/route.ts handles DB query in Node.js runtime;
  tasks/deliverables queries scoped with inArray(); accepted_total null-coalesced
- 01-04: Task 1 and Task 6 merged → 5 tasks total (was 6, exceeded threshold)
- STATE.md: updated to reflect Phase 1 planning verified, ready for execution

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-13 15:20:50 +02:00