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simone e80c95f838 feat: centralized Notion-style taxonomy management in settings 
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>
 2026-06-21 14:24:47 +02:00
simone 320827e13a fix: flag A/B/C persistence, catalog sort+reorder, offer category pools 
- Fix duplicate tier INSERT bug (useState not syncing after router.refresh)
- Add column sort by clicking headers in service catalog
- Add drag-and-drop column reordering (persisted in localStorage)
- Add Categorie Offerta section in Impostazioni (tipo/obiettivo/categoria pools)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-21 12:12:49 +02:00
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 19a7ffb6a6 docs: define milestone v2.3 requirements (9 reqs — OTP gate + email send) 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-21 11:01:28 +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 55a2da5faf chore: remove REQUIREMENTS.md for v2.2 milestone — fresh for v2.3 v2.2 2026-06-20 18:31:13 +02:00
simone fb1ef95c96 chore: archive v2.2 Sales Loop milestone 
- ROADMAP.md: collassato a milestone summary, v2.2 in <details>
- PROJECT.md: full evolution review — What This Is, Validated v2.2, Active v2.3, Key Decisions aggiornate
- MILESTONES.md: entry v2.2 + entry v2.1 aggiunti
- milestones/v2.2-ROADMAP.md: archivio completo fasi 18-22
- milestones/v2.2-REQUIREMENTS.md: archivio requirements con outcomes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-20 18:31:08 +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 c803efe059 fix(preventivo): slide deck 100vh — nessuno scroll di pagina 
- 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>
 2026-06-20 18:08:40 +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 86c86cd420 docs(21): capture phase context — AI preventivo struttura sezioni fisse, 3 tier 2026-06-20 12:24:52 +02:00
simone 009466ac18 docs(20): commit plan summaries 20-02 and 20-03 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-20 08:58:24 +02:00
simone 9f5a6dcbe5 feat(20-03): add transcript UI — modal, list, expand/collapse, delete 
TranscriptModal.tsx: new component — call_date input, optional title,
content textarea (min-h-48). Calls addTranscript server action.

LeadDetail.tsx: adds transcripts prop (ClientTranscript[]), TranscriptModal
button in header, "Transcript Call" Card after Storico Attività with
call_date formatted in Italian, 3-line preview with expand/collapse toggle,
Elimina button via deleteTranscript. border-l-4 border-purple-300.

page.tsx: getTranscripts(id) added to Promise.all, transcripts prop
passed to LeadDetail. Build: clean, TypeScript: no errors.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-20 08:58:06 +02:00
simone b96b6a2083 feat(20-02): add clientTranscripts data layer 
schema.ts: clientTranscripts table (id, lead_id/client_id nullable FKs,
title, content NOT NULL, call_date, created_at) + leadsRelations/
clientsRelations updated + clientTranscriptsRelations + TS types.

lead-service.ts: getTranscripts(leadId) — call_date DESC ordering.

actions.ts: addTranscript + deleteTranscript with requireAdmin guard,
Zod validation, and revalidatePath. TypeScript: no errors.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-20 08:55:46 +02:00
simone a46e8b0bc8 docs(20-01): plan 20-01 complete — migration 0009 applied to prod 
client_transcripts table verified in production: 7 columns (id, lead_id,
client_id, title, content, call_date, created_at). Applied via SSH tunnel.
Plans 20-02 and 20-03 unblocked.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-20 08:54:06 +02:00
simone 70a101ca98 feat(20-01): add migration 0009_client_transcripts.sql 
DDL for client_transcripts table: id (nanoid PK), lead_id/client_id
(nullable FKs with ON DELETE CASCADE), title, content (NOT NULL),
call_date (date NOT NULL), created_at (timestamptz). Three indexes on
lead_id, client_id, call_date DESC. APPLY TO PROD via SSH before
pushing schema-dependent code (Plan 20-02/20-03).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 18:59:41 +02:00
simone dc934fb04a docs(20): create phase plan — Knowledge Base Cliente transcript 
3 piani: 20-01 migration BLOCKING, 20-02 schema+actions, 20-03 UI.
KB-01 e KB-02 coperti. Wave 1→2→3 sequenziali per vincolo migration-prima-del-codice.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 18:52:16 +02:00
simone 3e10f97215 docs(20): capture phase context — Knowledge Base Cliente 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 18:26:02 +02:00
simone b7ff3fe430 docs(phase-19): verification passed — PIPE-01 PIPE-02 complete 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 18:10:42 +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 b0dbd341a9 fix(19-01): add min-h-[300px] to LeadTable scroll container to prevent dropdown clipping 2026-06-19 18:04:28 +02:00
simone 9f8eafffb0 fix(19-01): remove overflow-hidden from LeadTable to allow dropdown overflow 2026-06-19 18:00:15 +02:00
simone 34be9341bb feat(19-01): wire LeadsViewToggle into leads page + build verified 
- page.tsx: import LeadsViewToggle from @/components/admin/leads/LeadsViewToggle
- page.tsx: render <LeadsViewToggle leads={leads} options={options} />
- Removed direct LeadsSearch import from page (re-exported via LeadsSearch.tsx)
- Build: Next.js 16.2.6 Turbopack — Compiled successfully, TypeScript clean
 2026-06-19 17:49:28 +02:00
simone 607c2578f0 feat(19-01): add LeadsViewToggle with integrated search + list/kanban pill toggle 
- 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)
 2026-06-19 17:48:31 +02:00
simone 2c67e6fd72 feat(19-01): add LeadsKanbanBoard with @dnd-kit drag-drop between 6 stage columns 
- 6-column Kanban board: contacted, qualified, proposal_sent, negotiating, won, lost
- DroppableColumn with useDroppable, isOver highlight (border-[#1A463C])
- DraggableLeadCard with useDraggable, opacity-30 on drag, name/company/next_action
- Optimistic update via setLeadStatuses + startTransition + updateLeadField + router.refresh
- Client-side guard: VALID_STAGES check before calling server action (T-19-01)
- DragOverlay dropAnimation={null} ghost card with rotate-1 shadow-xl
- overflow-x-auto wrapper with grid-cols-6 min-w-[1080px]
 2026-06-19 17:48:00 +02:00
simone 5e4b2239cb docs(phase-19): create phase plan — LeadsKanbanBoard + view toggle (PIPE-01, PIPE-02) 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 17:37:32 +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 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 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 268f56ccd2 chore(18-01): remove quote builder route, exclusive components, and SendQuoteModal entry point (CLEAN-02) 
- Delete src/app/admin/quotes/new/page.tsx and actions.ts re-export
- Delete QuoteBuilderForm, OfferSelector, PriceOverrideInput, QuotePreview components
- Rewrite SendQuoteModal: remove "Crea Nuovo" tab and window.location navigation to quotes/new
- Remove stale JSDoc comment referencing /admin/quotes/new from admin-queries.ts
 2026-06-19 12:07:48 +02:00
simone 14bdbab880 feat(phase-18): plan 02 — consolidate analytics into admin dashboard 
- Merge /admin/analytics content (MetricCard, MonthlyChart, time tracking) into /admin
- AdminDashboard now accepts searchParams and year query param
- Add getAnalyticsByYear, getMonthlyCollected, getAvailableYears, getTimeByClient, getTotalTrackedHours queries
- Unify fmtEur to accept number (more robust); update KPI card callers with parseFloat()
- Add MetricCard and fmtSeconds helpers to admin/page.tsx
- YearSelector navigates to /admin?year=Y (was /admin/analytics?year=Y)
- Delete src/app/admin/analytics/page.tsx — /admin/analytics now returns 404
 2026-06-19 12:07:31 +02:00
simone 7d884099aa chore(18-01): remove forecast route, sidebar entry, and revalidatePath calls (CLEAN-01) 
- Remove Forecast NAV_ITEMS entry and TrendingUp import from AdminSidebar
- Delete src/app/admin/forecast/page.tsx and empty directory
- Remove revalidatePath("/admin/forecast") from assignOfferToProject, removeProjectOffer, updateProjectOfferTotal
 2026-06-19 12:05:05 +02:00
simone b3670d164b docs(phase-18): create phase plan — cleanup & consolidamento 
3 piani in 2 wave: 18-01 (rimozioni Forecast+QuoteBuilder),
18-02 (fusione analytics→dashboard), 18-03 (CLEAN-04 verify + build check).
ROADMAP.md aggiornato con plan list Phase 18.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-19 11:51:03 +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 43238341c1 feat: service offer tags, catalog cleanup, offer editor filter 
- 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>
 2026-06-18 21:58:34 +02:00
simone 696a95950c chore: add Notion service import scripts 
scripts/reset-and-import-services.ts — deletes 3 legacy test services,
imports 55 services from Notion "DB Offerta: Attività SC" CSV export
(Signature Offer / Entry Offer / Retainer Offer, with fase metadata).

scripts/import-services-notion.ts — standalone idempotent version.

Run via SSH tunnel with DATABASE_URL pointed at 127.0.0.1:54321.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-18 21:46:17 +02:00
simone 27e8706e39 fix(offer-editor): show all services regardless of offer category 
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>
 2026-06-18 18:35:37 +02:00
simone 4f7e0033c4 fix(offer-editor): fix category bug, add ripristina, always-saveable 
- 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>
 2026-06-18 18:25:50 +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 9a74e5ccfa docs(phase-12): update tracking after wave 4 
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
 2026-06-15 10:31:07 +02:00
simone 791a6e64b1 chore: merge executor worktree (worktree-agent-a44f854f45ac76582) 2026-06-15 10:28:07 +02:00
simone 605dc323b6 chore: merge executor worktree (worktree-agent-a26188c3b00c610ed) 2026-06-15 10:27:55 +02:00
simone a486d27a2b docs(12-04): append self-check results to plan summary 2026-06-15 10:26:58 +02:00
simone ca3712612f docs(12-04): add plan summary for offer list page redesign 2026-06-15 10:26:38 +02:00
simone b7203c3da2 docs(12-05): complete offer editor detail page plan 
- Add 12-05-SUMMARY.md documenting OfferEditorClient + edit route
 2026-06-15 10:26:24 +02:00
simone 7df4b9c74a feat(12-04): build OfferListClient with category filter, archive toggle, card grid 
- 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"
 2026-06-15 10:25:15 +02:00
simone 68dc1b605b feat(12-04): rewrite /admin/offers page.tsx as new list page entry point 
- Replace legacy macro/micro/offer_services CRUD page with thin server
  component fetching getOfferListCards() + getOfferFieldOptions()
- Delegate rendering to new OfferListClient (Task 2)
 2026-06-15 10:25:03 +02:00
simone 8c5c918304 feat(12-05): build offer editor client component 
- Add OfferEditorClient: full editor for /admin/offers/[id]/edit
- Categoria/Ticket single-select (OptionSelect) + Tipo/Obiettivo
  multi-select with on-the-fly creation (OptionMultiSelect)
- Services matrix (A/B/C checkboxes) pre-filtered by macro.category,
  with live "Totale Servizi" recalculation via useMemo (OFFER-11)
- Independent manual "Prezzo Pubblico" per tier (OFFER-16)
- 5-field "Promessa di Trasformazione" block via EditableCell (OFFER-17)
- Salva Offerta / Annulla / Archivia actions wired to saveOfferEditor,
  toggleOfferArchived and renameOfferOption (OFFER-15)
 2026-06-15 10:25:02 +02:00
simone 8e0e4b9c59 feat(12-05): create offer editor route server component 
- 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
 2026-06-15 10:24:49 +02:00