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Author SHA1 Message Date
simone 55a2da5faf chore: remove REQUIREMENTS.md for v2.2 milestone — fresh for v2.3 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
97 changed files with 8156 additions and 1152 deletions
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@@ -1,5 +1,35 @@
# Milestones
## v2.2 Sales Loop (Phases 1822, shipped 2026-06-20)
**Phases completed:** 5 phases (1822) · 9 plans · 27 commits · 87 files · +7.349/-842 righe
**Key accomplishments:**
- Cleanup & Consolidamento (Phase 18): rimossi Forecast, quote builder manuale e rotta `/admin/analytics` duplicata; tutte le statistiche admin in un'unica Dashboard (CLEAN-01..04)
- Pipeline CRM Kanban (Phase 19): board lead 6 colonne stile Pipedrive con drag-drop persistente via `@dnd-kit`; toggle Lista/Kanban con ricerca integrata; vinto/perso come cambio-colonna manuale (PIPE-01, PIPE-02)
- Knowledge Base Transcript (Phase 20): tabella `client_transcripts` applicata a prod via SSH; data layer Drizzle + server actions; UI incolla/elenca/cancella nel dettaglio lead (KB-01, KB-02)
- Agente AI Preventivo (Phase 21): `generateProposalContent()` con Claude Opus 4.8 (~$0.44/preventivo); Zod schema 20+ sezioni; `AssembledProposal` snapshot JSONB; form admin con pre-fill da LeadDetail (AI-01, AI-02)
- Deck Pubblico (Phase 22): `/preventivo/[slug]` — deck 20+ slide `h-screen` con keyboard nav + dots; accept/reject con `accepted_at` immutabile; PUB-03 email Resend deferred a backlog (PUB-01, PUB-02)
**Known deferred items at close:** 1 — PUB-03 email Resend (vedi backlog v2.3)
Archive: `.planning/milestones/v2.2-ROADMAP.md` · `.planning/milestones/v2.2-REQUIREMENTS.md`
---
## v2.1 Offer Studio + CRM (Phases 1114, parziale — reset 2026-06-19)
**Phases completed:** 3 phases (11, 12, 14) · fasi 13/15/16/17 congelate/abbandonate/ri-scopate in v2.2
**Key accomplishments:**
- Catalog Database-View UX (Phase 11): catalogo `services` come tabella inline-edit con tag multi-select, quick-add e ricerca istantanea; consolidamento legacy (OFFER-07..10, OFFER-13)
- Offer Editor Tier A/B/C (Phase 12): editor offerte con matrice checkbox servizi×tier, totale live, prezzo pubblico manuale, tag 4-dimensioni, promessa di trasformazione; 55 servizi reali caricati (OFFER-11, OFFER-15..18)
- CRM Attio-style (Phase 14): `/admin/leads` ridisegnata con inline edit + tag multi-select; FollowUpWidget in italiano; LeadForm tipizzato; SendQuoteModal senza rami irraggiungibili (CRM-08..12)
---
## v2.0 Business Operations Suite (Phases 710, completato 2026-06-13)
**Phases completed:** 4 phases (710)
+38 -37
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@@ -2,21 +2,21 @@
## What This Is
Suite operativa per un consulente di personal branding, live su hub.iamcavalli.net (Coolify/Hetzner): un'area admin (`/admin/*`) per gestire clienti, progetti, offerte, preventivi e CRM, e una dashboard cliente via link segreto (`/client/[token]`) dove ogni cliente vede lo stato del suo progetto. Con la v2.0 (Phase 7-10) è diventata suite completa: catalogo servizi unificato, builder offerte con fasi, preventivi pubblici e CRM con pipeline lead. La v2.1 ("Offer Studio + Proposal AI") rifà la UX di catalogo/offerte in stile database-view veloce, ristruttura il workspace progetto, ricostruisce il CRM in stile Attio e chiude il loop con un builder preventivi AI → pagina pubblicalink di pagamento.
Suite operativa per un consulente di personal branding, live su hub.iamcavalli.net (Coolify/Hetzner): un'area admin (`/admin/*`) per gestire clienti, progetti, offerte, preventivi e CRM, e una dashboard cliente via link segreto (`/client/[token]`) dove ogni cliente vede lo stato del suo progetto. Con la v2.2 ("Sales Loop") il focus è diventato il loop commerciale completo: lead in pipeline Kanban → transcript datati delle call → agente AI (Claude Opus 4.8) genera preventivo personalizzato leggendo transcript + offerta → deck pubblico 20+ slide navigabile a `/preventivo/[slug]` → cliente accetta tier A/B/Cvinto/perso nel CRM.
## Core Value
Il cliente apre il link e vede esattamente a che punto è il suo progetto, cosa deve ancora succedere e cosa ha già approvato — senza dover scrivere email per chiedere aggiornamenti.
## Current Milestone: v2.1 Offer Studio + Proposal AI
## Current State: v2.2 Sales Loop ✅ SHIPPED 2026-06-20
**Goal:** Trasformare catalogo/offerte in una UX rapida stile Notion/Airtable (inline edit, tag, drag-to-compose), ristrutturare i tab del workspace progetto, ricostruire il CRM in stile Attio, poi chiudere con l'AI proposal builder → pagina pubblica → link pagamento.
Il loop di vendita end-to-end è live in produzione: lead in pipeline Kanban → transcript datati → agente AI (Claude Opus 4.8) genera preventivo personalizzato → deck pubblico 20+ slide a `/preventivo/[slug]` → cliente sceglie tier A/B/C e accetta → vinto/perso nel CRM.
**Target features:**
- **Catalogo & Offerte (Offer Studio)** — vista database stile Notion/Airtable per servizi e offerte: inline editing, tag multi-select con creazione al volo, quick-add, filtri/ricerca istantanei, composizione offerta via drag&drop (`@dnd-kit`) con totale live, import CSV one-shot per seed
- **Workspace progetto** — rimuovere tab "Preventivo" (UI only, `quote_items` intatto — `accepted_total` resta editabile via Payments, zero perdita funzionale verificata); nuova tab "Servizi attivi" che assorbe "Offerte" (one-shot + ricorrenti mensili, schema per tracking incassi mese-per-mese); rimuovere pagina "Forecast", statistiche revenue mensile nella Dashboard
- **CRM custom Attio-style** — tabelle/viste con inline editing, tag, filtri; assorbe i fix minori noti (FollowUpWidget IT, LeadForm types, SendQuoteModal flow)
- **Proposal AI** — preventivo builder AI (pesca cliente + offerta + info extra) → pagina pubblica HTML/CSS redesign → link pagamento (Stripe Payment Link su offerta); assorbe ex-Phase 11 (auto-provisioning al "Vinto": crea cliente+progetto+fasi+pagamenti) ed ex-Phase 12 (notifiche email Resend per invio link)
**Prossima milestone:** `/gsd-new-milestone` — candidati backlog:
- **PUB-03** — Invio link preventivo via email Resend (primo candidato, piccola effort)
- **PROP-03/04** — Stripe Payment Link + auto-provisioning al "Vinto"
- **AUTH-OTP-01** — Accesso cliente via OTP email (design già pronto)
- **Phase 13** — Servizi attivi/ricorrenti post-vendita (congelata, ripescabile)
## Requirements
@@ -43,29 +43,26 @@ Shipped in v2.0 (Phases 710, in produzione su hub.iamcavalli.net):
- ✓ Preventivo pubblico `/quote/[token]`: stati draft→sent→viewed→accepted/rejected, `accepted_at` immutabile, raccolta email/note cliente — Phase 9
- ✓ CRM pipeline lead: stati, activity log, reminder follow-up in dashboard — Phase 10
Validated in v2.1 (in corso):
Validated in v2.1 (consegnato, in prod):
- ✓ Catalogo `services` come vista database (inline edit, tag multi-select, quick-add, ricerca istantanea) + consolidamento legacy — Phase 11 (OFFER-07..10, OFFER-13)
- ✓ Offer Editor: lista filtrabile/archiviabile + 3 tier A/B/C via matrice checkbox, totale live, prezzo pubblico manuale, tag 4-dimensioni, promessa di trasformazione — Phase 12 (OFFER-11, OFFER-15..18). 55 servizi reali + tag offerta caricati.
- ✓ CRM custom Attio-style: `/admin/leads` ridisegnata come tabella inline-edit (status, next_action, ecc.) + tag multi-select con creazione al volo; FollowUpWidget interamente in italiano; `LeadForm` tipizzato senza `useForm<any>`; `SendQuoteModal`/`assignQuoteToLead` senza rami di codice irraggiungibili — Phase 14 (CRM-08, CRM-09, CRM-10, CRM-11, CRM-12)
### Active
Validated in v2.2 Sales Loop (shipped 2026-06-20):
**Catalogo & Offerte — Offer Studio (priorità 1):**
- [ ] Vista database stile Notion/Airtable per servizi e offerte: inline editing, tag multi-select con creazione al volo, quick-add, filtri/ricerca istantanei
- [ ] Composizione offerta via drag&drop servizi dal catalogo (`@dnd-kit`) con totale live
- [ ] Import CSV one-shot per seed pacchetti esistenti (porta d'ingresso, non fonte di verità)
- [ ] Consolidamento finale `service_catalog` + `offer_services` legacy → `services` (carry-over da v2.0)
- ✓ Cleanup: Forecast + quote builder manuale rimossi; analytics fuse in Dashboard — Phase 18 (CLEAN-01..04)
- ✓ Pipeline CRM Kanban 6 colonne con drag-drop; toggle Lista/Kanban; vinto/perso come cambio-colonna — Phase 19 (PIPE-01, PIPE-02)
- ✓ Knowledge Base transcript: `client_transcripts` in prod; UI incolla/elenca nel dettaglio lead — Phase 20 (KB-01, KB-02)
- ✓ Agente AI: Claude Opus 4.8, Zod schema 20+ sezioni, snapshot JSONB proposals, form admin — Phase 21 (AI-01, AI-02)
- ✓ Deck pubblico `/preventivo/[slug]`: 20+ slide 100vh, keyboard nav; accept/reject `accepted_at` immutabile — Phase 22 (PUB-01, PUB-02)
**Workspace progetto (priorità 2):**
- [ ] Rimuovere tab "Preventivo" (solo UI — `quote_items` resta intatto, `accepted_total` già editabile via Payments)
- [ ] Nuova tab "Servizi attivi" che assorbe "Offerte": offerte one-shot + ricorrenti mensili
- [ ] Schema per tracking incassi mese-per-mese sulle offerte ricorrenti (UI può arrivare dopo)
- [ ] Rimuovere pagina "Forecast"; statistiche revenue mensile nella Dashboard (UI dopo mockup utente)
### Active — v2.3 (prossima milestone)
**Proposal AI (priorità 3, ultimo miglio):**
- [ ] Preventivo Builder AI: genera proposta da cliente + offerta + info extra fornite dall'utente
- [ ] Redesign pagina pubblica preventivo (HTML/CSS) con link pagamento (Stripe Payment Link su offerta)
- [ ] Auto-provisioning al "Vinto"/accettazione: crea cliente + progetto + fasi copiate + 1-4 pagamenti (ex-Phase 11)
- [ ] Notifiche email per invio link preventivo/proposta (ex-Phase 12, Resend)
- [ ] PUB-03 — Invio link preventivo via email Resend (primo candidato)
- [ ] PROP-03 — Stripe Payment Link su offerta pubblica
- [ ] PROP-04 — Auto-provisioning cliente/progetto/fasi al "Vinto"
- [ ] AUTH-OTP-01 — Accesso cliente via OTP email (design pronto)
### Out of Scope
@@ -82,12 +79,13 @@ Validated in v2.1 (in corso):
- Produzione: hub.iamcavalli.net su Coolify (Hetzner), Postgres self-hosted, deploy via webhook Gitea (NON Vercel)
- Stack: Next.js 16 App Router, Drizzle ORM, Auth.js v4 (admin), token middleware (clienti), Tailwind v4, shadcn/ui, `@dnd-kit` già in deps
- Tutto sotto la stessa app: `/admin/*` (sessione Auth.js) + `/client/[token]/*` (token) + pagine pubbliche preventivo `/quote/[token]`
- La sidebar admin (Phase 6) è l'hub di navigazione per le nuove sezioni (CRM, Preventivi, Offerte)
- `project_offers` (Phase 5) già copre l'attribuzione di offerte a progetti con `start_date`+`accepted_total`+`duration_months` — base per "Servizi attivi", da rifinire non ricostruire
- `PaymentsTab` ha già un editor `accepted_total` (stessa server action di QuoteTab) — rimozione tab "Preventivo" è zero-perdita, verificato 2026-06-13
- Migrations sono manuali: applicare a prod via SSH+docker exec PRIMA di pushare codice che usa il nuovo schema (vedi REGOLA in HANDOFF.md storico)
- Il flusso commerciale reale: call con lead → preventivo 3 tier (es. Signature A/B/C) in giornata → accettazione → onboarding automatico nell'hub
- Tutto sotto la stessa app: `/admin/*` (sessione Auth.js) + `/client/[token]/*` (token) + `/preventivo/[slug]` (pubblico)
- La sidebar admin include: Dashboard, Leads (con toggle Lista/Kanban), Offerte, Catalogo, Preventivi (con CTA globale "Genera preventivo")
- Stack v2.2: `@anthropic-ai/sdk@0.105.0` (Claude Opus 4.8), `@dnd-kit` (Kanban), `nanoid` (slug proposals)
- DB live: 10 migrazioni applicate a prod (00000010); `proposals` table con `content jsonb` snapshot; `client_transcripts` per lead
- Migrations sono manuali: SSH tunnel → `node` script PRIMA di pushare codice schema-dipendente; `drizzle-kit generate` rotto da Phase 8
- `ANTHROPIC_API_KEY` in Coolify — aggiunta 2026-06-20 via PHP artisan; costo ~$0.44/preventivo (Opus 4.8)
- Il flusso commerciale reale: call con lead → transcript incollato → genera preventivo AI → deck pubblica → cliente sceglie tier → vinto/perso
## Constraints
@@ -106,13 +104,16 @@ Validated in v2.1 (in corso):
| Preventivo: cliente vede solo il totale | Il dettaglio dei prezzi è informazione commerciale riservata | ✓ Good |
| Suite unica sotto /admin/* invece di 3 app separate | Stesso DB, stesso deploy, auth unica — overhead di 3 app ingiustificato per singolo admin | ✓ Confermato — formalizzato come "compartimenti stagni" (2026-06-12) |
| Catalogo servizi unificato (una tabella `services`) | Due cataloghi paralleli (service_catalog + offer_services) duplicano manutenzione prezzi | ✓ Good — tabella `services` live da Phase 7, consolidamento legacy in v2.1 |
| Tier offerte indipendenti (A/B/C separati, stesso tag) | Più semplice di un meccanismo di ereditarietà; ogni tier configurato a sé | — Pending |
| Prezzi pacchetti per-preventivo, non da catalogo | Permette di alzare i prezzi nel tempo senza toccare il catalogo | — Pending |
| Al "Vinto" le fasi dell'offerta sono COPIATE nel progetto | Il progetto resta modificabile senza toccare il template offerta | — Pending (ex-Phase 11, ora in Proposal AI) |
| Tier offerte indipendenti (A/B/C separati, stesso tag) | Più semplice di un meccanismo di ereditarietà; ogni tier configurato a sé | ✓ Good — usato in deck slide Pricing/StagesRecap/Comparison |
| Prezzi pacchetti per-preventivo, non da catalogo | Permette di alzare i prezzi nel tempo senza toccare il catalogo | ✓ Good — `public_price` per tier, snapshot in `proposals.content` |
| Al "Vinto" le fasi dell'offerta sono COPIATE nel progetto | Il progetto resta modificabile senza toccare il template offerta | — Pending (PROP-04, backlog v2.3) |
| NO DB esterno/Excel, Postgres unica fonte | Lezione 2026-06-11: due fonti disallineate hanno causato il crash Phase 10 | ✓ Good |
| Catalogo/Offerte UX = database view custom (non Notion-clone) | Notion troppo complesso per v1; serve velocità, non sezioni analitiche | — Pending |
| Catalogo/Offerte UX = database view custom (non Notion-clone) | Notion troppo complesso per v1; serve velocità, non sezioni analitiche | ✓ Good — confermato in v2.1 |
| Tab "Preventivo" rimossa, "Offerte" → "Servizi attivi" | Preventivo Builder è l'unico flusso; `accepted_total` già coperto da Payments | ✓ Confermato — zero perdita funzionale verificata (2026-06-13) |
| Ordine: Offer Studio (UX dato) prima, Proposal AI (AI) dopo | L'AI è l'ultimo miglio, serve un dato pulito e veloce da gestire prima | — Pending |
| Ordine: Offer Studio (UX dato) prima, Proposal AI (AI) dopo | L'AI è l'ultimo miglio, serve un dato pulito e veloce da gestire prima | ✓ Good — strategia validata: catalogo+offerte puliti → AI in v2.2 |
| Output AI = JSON strutturato Zod → template fisso | Coerenza visiva garantita; zero rischio HTML rotto dall'AI | ✓ Good — 20+ sezioni Zod validate, deck sempre coerente |
| `proposals.content` = JSONB snapshot immutabile | Prezzi e profilo consulente "bloccati" al momento della generazione | ✓ Good — invariante di audit, coerente con `accepted_at` |
| Email Resend (PUB-03) deferred | Scope minimo funziona; link condiviso manualmente per ora | — Pending (v2.3 candidato #1) |
## Evolution
@@ -132,4 +133,4 @@ This document evolves at phase transitions and milestone boundaries.
4. Update Context with current state
---
*Last updated: 2026-06-14Phase 14 (CRM Attio-style & Fix) complete: CRM-08..12 validated*
*Last updated: 2026-06-20v2.2 milestone complete: Sales Loop end-to-end shipped (Phases 1822)*
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# Requirements — ClientHub v2.1 Offer Studio + Proposal AI
**Defined:** 2026-06-13
**Core Value:** Il cliente apre il link e vede esattamente a che punto è il suo progetto, cosa deve ancora succedere e cosa ha già approvato — senza dover scrivere email per chiedere aggiornamenti.
v2.0 (Phases 710) ha consegnato catalogo unificato, offerte con fasi, preventivo pubblico e CRM pipeline (vedi MILESTONES.md, REQUIREMENTS.md archiviato in `.planning/milestones/v2.0-REQUIREMENTS.md`). v2.1 rifà la UX di catalogo/offerte in stile database-view, ristruttura il workspace progetto, ricostruisce il CRM in stile Attio e chiude il loop commerciale con un builder preventivi AI.
## Offer Studio — Catalogo & Offerte (v1)
| ID | Requirement | Status |
|----|-------------|--------|
| OFFER-07 | L'utente vede ed edita il catalogo `services` come tabella con inline editing (click su cella → edit → invio salva) | Complete |
| OFFER-08 | L'utente assegna tag multi-select a servizi/offerte, creando nuovi tag al volo senza uscire dalla tabella | Complete |
| OFFER-09 | L'utente aggiunge un nuovo servizio/offerta tramite riga vuota in fondo alla tabella (nome + invio) | Complete |
| OFFER-10 | L'utente filtra/cerca servizi e offerte istantaneamente (ricerca client-side, nessun reload) | Complete |
| OFFER-11 | L'admin compone un'offerta a 3 tier (A/B/C) assegnando i servizi del catalogo unificato `services` tramite matrice di checkbox (servizio × tier); il totale servizi di ogni tier si aggiorna live | Complete |
| OFFER-15 | Ogni offerta ha tag su 4 dimensioni (categoria, ticket, tipo, obiettivo) creabili al volo, riusando il sistema tag polimorfico di Phase 11 | Complete |
| OFFER-16 | Per ogni tier l'admin imposta un "prezzo pubblico" manuale, distinto e indipendente dal totale dei servizi | Complete |
| OFFER-17 | Ogni offerta ha una promessa di trasformazione strutturata (Cliente Ideale / Risultato / tempo / Pain / Metodo) | Complete |
| OFFER-18 | La lista offerte è filtrabile per categoria e supporta l'archiviazione (mostra/nascondi archiviate) | Complete |
| OFFER-13 | I dati legacy di `service_catalog` e `offer_services` sono consolidati in `services` senza perdita (migration additiva) | Complete |
## Workspace Progetto — Servizi Attivi (v1)
| ID | Requirement | Status |
|----|-------------|--------|
| PROJ-06 | La tab "Preventivo" è rimossa dal workspace progetto (solo UI — `quote_items` resta intatta, `accepted_total` resta editabile via tab Pagamenti) | Pending |
| PROJ-07 | La tab "Offerte" diventa "Servizi attivi": mostra tutte le offerte assegnate al progetto (`project_offers`) | Pending |
| PROJ-08 | L'utente marca ogni "servizio attivo" come one-shot o ricorrente mensile | Pending |
| PROJ-09 | Per i servizi ricorrenti, l'utente registra in quali mesi è stata incassata la fattura (schema nuovo, additivo — UI può essere minimale) | Pending |
| PROJ-10 | La pagina "Forecast" e la relativa voce di sidebar sono rimosse | Pending |
## CRM Custom Attio-style (v1)
| ID | Requirement | Status |
|----|-------------|--------|
| CRM-08 | La tabella lead (`/admin/leads`) supporta inline editing dei campi principali (status, next_action, ecc.) senza apertura modale | Complete |
| CRM-09 | L'utente assegna tag multi-select ai lead, creando nuovi tag al volo | Complete |
| CRM-10 | Il `FollowUpWidget` è in italiano, coerente col resto dell'app | Complete |
| CRM-11 | Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form | Complete |
| CRM-12 | Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili | Complete |
## Dashboard — Revenue Stats (v1, bloccato su mockup utente)
| ID | Requirement | Status |
|----|-------------|--------|
| DASH-11 | La Dashboard admin mostra le statistiche di revenue mensile (ex `/admin/forecast`, calcolate da `project_offers`) | Blocked — attesa mockup dashboard utente |
## Proposal AI (v1)
| ID | Requirement | Status |
|----|-------------|--------|
| PROP-01 | L'admin avvia un builder AI che genera una proposta a partire da cliente + offerta(e) selezionata(e) + note extra fornite manualmente | Pending |
| PROP-02 | La pagina pubblica `/quote/[token]` è ridisegnata (HTML/CSS) per presentare la proposta generata | Pending |
| PROP-03 | Ogni offerta/preventivo ha un campo "link di pagamento" (Stripe Payment Link) mostrato come CTA nella pagina pubblica | Pending |
| PROP-04 | All'accettazione del preventivo, il sistema crea automaticamente cliente + progetto, copia le fasi dall'offerta e configura 1-4 pagamenti (ex-Phase 11 WIN-01..06) | Pending |
| PROP-05 | Il sistema invia via email (Resend) il link della proposta pubblica al lead (ex-Phase 12) | Pending |
## v2 Requirements (Deferred)
### Catalogo Avanzato
- **OFFER-12**: Import CSV/Notion one-shot per popolare servizi/offerte esistenti (solo seed iniziale, non sync continuo) — *rimandato il 2026-06-14 su decisione utente ("per ora saltiamo"); rientra nel filone "import dati da Notion" da valutare in una fase futura*
- **OFFER-14**: Sezioni analitiche stile Notion per le offerte (psicologia, rating, performance)
### Accesso Cliente
- **AUTH-OTP-01**: Accesso dashboard cliente via OTP email (design pronto, vedi memoria `project_clienthub_otp_access`)
### Architettura
- **ARCH-01**: Split di un modulo "compartimento stagno" in deploy separato (solo se il modulo cresce abbastanza da giustificarlo)
## Out of Scope
| Feature | Reason |
|---------|--------|
| Fatturazione e invio fatture | Solo stato pagamenti, gestione contabile fuori |
| App mobile nativa | Solo web responsive |
| Multi-utente con team | Solo admin singolo per ora |
| Prezzi singoli visibili al cliente | Vede solo il totale accettato (vincolo LOCKED) |
| File hosting | Documenti solo come URL esterni (vincolo v1, ancora valido) |
| Database esterno o Excel come fonte dati | Postgres unica fonte di verità — il problema è la UX, non il dato |
| Notion-clone completo (sezioni psicologia/rating/performance) | Troppo complesso per v1, vedi v2 Requirements |
| Deploy separati per modulo (architettura OMC multi-app) | Non finché un modulo non cresce abbastanza da giustificarlo |
## Traceability
Popolata dal roadmapper durante la creazione della roadmap.
| Requirement | Phase | Status |
|-------------|-------|--------|
| OFFER-07 | Phase 11 | Complete |
| OFFER-08 | Phase 11 | Complete |
| OFFER-09 | Phase 11 | Complete |
| OFFER-10 | Phase 11 | Complete |
| OFFER-13 | Phase 11 | Complete |
| OFFER-11 | Phase 12 | Complete |
| OFFER-15 | Phase 12 | Complete |
| OFFER-16 | Phase 12 | Complete |
| OFFER-17 | Phase 12 | Complete |
| OFFER-18 | Phase 12 | Complete |
| OFFER-12 | Deferred (v2) | Rimandato 2026-06-14 |
| PROJ-06 | Phase 13 | Pending |
| PROJ-07 | Phase 13 | Pending |
| PROJ-08 | Phase 13 | Pending |
| PROJ-09 | Phase 13 | Pending |
| PROJ-10 | Phase 13 | Pending |
| CRM-08 | Phase 14 | Complete |
| CRM-09 | Phase 14 | Complete |
| CRM-10 | Phase 14 | Complete |
| CRM-11 | Phase 14 | Complete |
| CRM-12 | Phase 14 | Complete |
| DASH-11 | Phase 15 | Blocked |
| PROP-03 | Phase 16 | Pending |
| PROP-04 | Phase 16 | Pending |
| PROP-01 | Phase 17 | Pending |
| PROP-02 | Phase 17 | Pending |
| PROP-05 | Phase 17 | Pending |
---
*Requirements defined: 2026-06-13*
*Last updated: 2026-06-18 — Phase 12 complete: OFFER-11, OFFER-15, OFFER-16, OFFER-17, OFFER-18 → Complete*
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# Roadmap: ClientHub v2.1 Offer Studio + Proposal AI
# Roadmap: ClientHub
## Overview
## Milestones
**v2.0 (Phases 110, Complete)**: ClientHub è una suite operativa completa — catalogo servizi unificato, offerte con fasi, preventivo pubblico (`/quote/[token]`), CRM pipeline lead con activity log. Archiviato in `.planning/milestones/v2.0-ROADMAP.md`.
**v2.1 (Phases 1117, Planning)**: Rifare la UX di catalogo/offerte in stile database-view (Notion-like), ristrutturare il workspace progetto (Preventivo → Servizi Attivi, rimozione Forecast), ricostruire il CRM in stile Attio/Pipedrive (inline edit, tag, fix bug residui), e chiudere il loop commerciale con un builder preventivi AI + invio email + auto-provisioning. Numerazione fasi: v2.0 ha chiuso a Phase 10; v2.1 parte da Phase 11.
-**v1.0 Client Portal & Offer System** — Phases 16 (shipped 2026-06-10) — [archive](milestones/v1.0-ROADMAP.md)
-**v2.0 Business Operations Suite** — Phases 710 (shipped 2026-06-13) — [archive](milestones/v2.0-ROADMAP.md)
-**v2.1 Offer Studio + CRM** — Phases 1114 parziale (chiuso 2026-06-19, reset → v2.2)
-**v2.2 Sales Loop** — Phases 1822 (shipped 2026-06-20) — [archive](milestones/v2.2-ROADMAP.md)
- 📋 **v2.3** — prossima milestone (in definizione)
## Phases
- [x] **Phase 11: Catalog Database-View UX & Legacy Consolidation** - Catalogo `services` come tabella con inline edit, tag multi-select, quick-add, ricerca istantanea; consolidamento `service_catalog`/`offer_services``services`
- [x] **Phase 12: Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico** - Editor offerte completo: lista filtrabile + 3 tier (A/B/C) via matrice checkbox sui servizi `services`, totale live per tier, prezzo pubblico manuale, tag multi-dimensione, promessa di trasformazione (import CSV/Notion rimandato) (completed 2026-06-15)
- [ ] **Phase 13: Workspace — Servizi Attivi** - Tab "Preventivo" rimossa (UI-only), "Offerte" → "Servizi attivi" (one-shot/ricorrenti + tracking incassi mensili), rimozione pagina Forecast
- [x] **Phase 14: CRM Attio-style & Fix** - Redesign `/admin/leads` stile Attio/Pipedrive (inline edit + tag), fix FollowUpWidget IT / LeadForm types / SendQuoteModal rami irraggiungibili (completed 2026-06-14)
- [ ] **Phase 15: Dashboard Revenue Stats** - Dashboard admin mostra statistiche revenue mensile (ex `/admin/forecast`) da `project_offers`**BLOCCATA**, attesa mockup utente
- [ ] **Phase 16: Proposal AI — Data Foundations & Auto-Provisioning** - Campo Stripe Payment Link su offerte/preventivi + auto-provisioning (client+progetto+fasi+pagamenti) all'accettazione
- [ ] **Phase 17: Proposal AI — Builder, Pagina Pubblica & Email** - Builder AI proposta da cliente+offerta+note, redesign `/quote/[token]`, invio email Resend con link proposta
<details>
<summary>✅ v1.0 + v2.0 + v2.1 (Phases 117) — SHIPPED / CHIUSE</summary>
## Phase Details
Vedi archivi:
- `milestones/v1.0-ROADMAP.md` — Phases 16
- `milestones/v2.0-ROADMAP.md` — Phases 710
- Phases 11, 12, 14 — Offer Studio + CRM Attio (shipped in prod)
- Phases 13, 15, 16, 17 — congelate/abbandonate/ri-scopate in v2.2
### Phase 11: Catalog Database-View UX & Legacy Consolidation
**Goal**: L'utente vede ed edita il catalogo servizi come una tabella stile database (Notion-like) — inline editing, tag multi-select, quick-add, ricerca istantanea — su un'unica tabella `services` consolidata senza perdita di dati legacy
**Mode:** migration + ui
**Depends on**: Phase 10 (CRM Pipeline, ultima fase v2.0)
**Requirements**: OFFER-07, OFFER-08, OFFER-09, OFFER-10, OFFER-13
**Success Criteria** (what must be TRUE):
1. L'utente edita inline ogni cella del catalogo `services` (click sulla cella → edit → invio salva) senza apertura di modali
2. L'utente assegna tag multi-select a servizi/offerte, creando nuovi tag al volo senza uscire dalla tabella
3. L'utente aggiunge un nuovo servizio tramite riga vuota in fondo alla tabella (nome + invio)
4. L'utente filtra/cerca servizi e offerte istantaneamente (ricerca client-side, nessun reload)
5. I dati legacy di `service_catalog` e `offer_services` sono consolidati in `services` senza perdita (migration additiva, audit trail `migrated_from`/`migrated_id`)
**Plans**: 4 plans
**Plan list**:
- [x] 11-01-PLAN.md
- [x] 11-02-PLAN.md
- [x] 11-03-PLAN.md
- [x] 11-04-PLAN.md
**UI hint**: yes
**Status**: ✅ Complete (2026-06-13) — migration 0007 (`services.fase`) applicata in prod, commit pushato su `gitea/main`
</details>
### Phase 12: Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico
**Goal**: L'admin crea e modifica offerte complete da una lista filtrabile: editor con 3 tier (A/B/C) composti via matrice di checkbox dai servizi del catalogo unificato `services`, totale servizi live per tier, prezzo pubblico manuale per tier, tag multi-dimensione (categoria/ticket/tipo/obiettivo) e promessa di trasformazione strutturata. I servizi disponibili nella matrice sono filtrati per categoria offerta (entry/signature/retainer), designazione già impostata sul servizio a livello di catalogo.
**Mode:** ui + schema
**Depends on**: Phase 11 (tabella `services` unificata + sistema tag polimorfico)
**Requirements**: OFFER-11, OFFER-15, OFFER-16, OFFER-17, OFFER-18
**Success Criteria** (what must be TRUE):
1. L'admin compone un'offerta a 3 tier (A/B/C) assegnando i servizi del catalogo `services` tramite matrice di checkbox; il totale servizi di ogni tier si aggiorna live
2. Ogni offerta ha tag su 4 dimensioni (categoria, ticket, tipo, obiettivo) creabili al volo, riusando il sistema tag di Phase 11
3. Per ogni tier l'admin imposta un "prezzo pubblico" manuale, distinto e indipendente dal totale dei servizi
4. Ogni offerta ha una promessa di trasformazione strutturata (Cliente Ideale / Risultato / tempo / Pain / Metodo)
5. La lista offerte è filtrabile per categoria e supporta l'archiviazione (mostra/nascondi archiviate)
**Note**: Import CSV/Notion (ex OFFER-12) spostato a fase futura su decisione utente (2026-06-14, "per ora saltiamo") — vedi REQUIREMENTS.md
**Plans**: 5 plans
**Plan list**:
**Wave 1**
- [x] 12-01-PLAN.md — Schema: offer_macros/offer_micros additive columns (category, ticket, is_archived, transformation promise, tier_letter, public_price) + offer_tier_services junction table, migration 0008 + idempotent push script
**Wave 2** *(blocked on Wave 1 completion)*
- [x] 12-02-PLAN.md — BLOCKING checkpoint: apply migration 0008 to production database (SSH+docker exec, manual)
**Wave 3** *(blocked on Wave 2 — prod migration applied before schema-dependent code)*
- [x] 12-03-PLAN.md — Query layer (getOfferEditorData/getOfferListCards/getOfferFieldOptions) + server actions (saveOfferEditor/toggleOfferArchived/tag CRUD/createOfferMacro)
**Wave 4** *(blocked on Wave 3 completion)*
- [x] 12-04-PLAN.md — Offer list page redesign: category filter chips, archive toggle, card grid, "+ Nuova Offerta" CTA
- [x] 12-05-PLAN.md — Offer editor detail page: tags (4 dimensions), services matrix (tier A/B/C checkboxes + live totals), prezzo pubblico, promessa di trasformazione, Salva/Annulla/Archivia
**UI hint**: yes — riferimento mockup utente 2026-06-14 (lista card per categoria + editor con matrice servizi×tier)
**Status**: Planned (2026-06-14) — ready for `/gsd-execute-phase 12`
<details>
<summary>✅ v2.2 Sales Loop (Phases 1822) — SHIPPED 2026-06-20</summary>
### Phase 13: Workspace — Servizi Attivi
**Goal**: Il workspace progetto sostituisce le tab "Preventivo"/"Offerte"/"Forecast" con un'unica tab "Servizi attivi" che traccia servizi one-shot e ricorrenti con incassi mensili, senza perdere `accepted_total`/`quote_items`
**Mode:** ui + schema
**Depends on**: Phase 5 (`project_offers`), Phase 9 (flusso `accepted_total` via quote)
**Requirements**: PROJ-06, PROJ-07, PROJ-08, PROJ-09, PROJ-10
**Success Criteria** (what must be TRUE):
1. La tab "Preventivo" è rimossa dal workspace progetto (solo UI — `quote_items` resta intatta, `accepted_total` resta editabile via tab Pagamenti)
2. La tab "Offerte" diventa "Servizi attivi" e mostra tutte le offerte assegnate al progetto (`project_offers`)
3. L'utente marca ogni "servizio attivo" come one-shot o ricorrente mensile
4. Per i servizi ricorrenti, l'utente registra in quali mesi è stata incassata la fattura (schema nuovo, additivo)
5. La pagina "Forecast" e la relativa voce di sidebar sono rimosse
**Plans**: TBD
**UI hint**: yes
**Status**: Pending planning
- [x] Phase 18: Cleanup & Consolidamento (3/3 plans) — completed 2026-06-19
- [x] Phase 19: Pipeline CRM Kanban (1/1 plan) — completed 2026-06-19
- [x] Phase 20: Knowledge Base Cliente (3/3 plans) — completed 2026-06-20
- [x] Phase 21: Agente AI — generazione preventivo (1/1 plan) — completed 2026-06-20
- [x] Phase 22: Pagina pubblica preventivo (1/1 plan, PUB-03 deferred) — completed 2026-06-20
### Phase 14: CRM Attio-style & Fix
**Goal**: La tabella lead (`/admin/leads`) è ridisegnata in stile Attio/Pipedrive — inline editing dei campi principali e tag multi-select — e i bug residui del modulo CRM (FollowUpWidget non in italiano, LeadForm con type-relaxation, SendQuoteModal con rami irraggiungibili) sono risolti
**Mode:** ui
**Depends on**: Phase 10 (CRM Pipeline base)
**Requirements**: CRM-08, CRM-09, CRM-10, CRM-11, CRM-12
**Success Criteria** (what must be TRUE):
1. La tabella lead supporta inline editing dei campi principali (status, next_action, ecc.) senza apertura di modale
2. L'utente assegna tag multi-select ai lead, creando nuovi tag al volo
3. Il `FollowUpWidget` è interamente in italiano, coerente col resto dell'app
4. Il form lead (`LeadForm`) valida i campi senza workaround di type-relaxation su react-hook-form
5. Il flusso `SendQuoteModal` (preventivo esistente vs nuovo) non contiene rami di codice irraggiungibili
**Plans:** 5/5 plans complete
Plans:
**Wave 1**
- [x] 14-01-PLAN.md — Data-layer foundation: getLeadsWithTags/getLeadFieldOptions query helpers + updateLeadField/addLeadTag/removeLeadTag/renameLeadTag server actions (requireAdmin-guarded)
- [x] 14-03-PLAN.md — Bug fixes: FollowUpWidget Italian translation (CRM-10), LeadForm typed useForm (CRM-11), SendQuoteModal dead branch removal (CRM-12)
Archivio completo: [milestones/v2.2-ROADMAP.md](milestones/v2.2-ROADMAP.md)
**Wave 2** *(blocked on Wave 1 completion)*
- [x] 14-02-PLAN.md — LeadTable raw-table rewrite (inline edit + status dropdown + tag multi-select), LeadsSearch instant filter, page wiring, LeadDetail tags
**UI hint**: yes — riferimento design Pipedrive/Attio (confermato dall'utente 2026-06-13)
**Status**: ✅ Complete (2026-06-14) — 5/5 success criteria verified, code review 0 critical/6 warnings/3 info
</details>
### Phase 15: Dashboard Revenue Stats
**Goal**: La Dashboard admin mostra le statistiche di revenue mensile (ex `/admin/forecast`), calcolate da `project_offers`
**Mode:** ui
**Depends on**: Phase 13 (modello dati Servizi attivi)
**Requirements**: DASH-11
**Success Criteria** (what must be TRUE):
1. La Dashboard admin mostra un breakdown di revenue mensile calcolato da `project_offers`
**Plans**: TBD
**UI hint**: yes
**Status**: Blocked — attesa mockup dashboard dall'utente (isolata/skippabile, non blocca Phase 16/17)
### 📋 v2.3 — Prossima Milestone (in definizione)
### Phase 16: Proposal AI — Data Foundations & Auto-Provisioning
**Goal**: Ogni offerta/preventivo ha un campo link di pagamento Stripe mostrato come CTA pubblica, e all'accettazione del preventivo il sistema crea automaticamente cliente + progetto, copia le fasi dall'offerta e configura 1-4 pagamenti
**Mode:** schema + automation
**Depends on**: Phase 9 (flusso accettazione preventivo), Phase 13 (Servizi attivi come target del provisioning)
**Requirements**: PROP-03, PROP-04
**Success Criteria** (what must be TRUE):
1. Ogni offerta/preventivo ha un campo "link di pagamento" (Stripe Payment Link) mostrato come CTA nella pagina pubblica
2. All'accettazione del preventivo, il sistema crea automaticamente cliente + progetto, copia le fasi dall'offerta e configura 1-4 pagamenti
**Plans**: TBD
**UI hint**: yes
**Status**: Pending planning
Candidati backlog (da formalizzare con `/gsd-new-milestone`):
### Phase 17: Proposal AI — Builder, Pagina Pubblica & Email
**Goal**: Un builder AI genera una proposta a partire da cliente + offerta(e) selezionata(e) + note extra; la pagina pubblica `/quote/[token]` è ridisegnata; il link della proposta viene inviato via email (Resend) al lead
**Mode:** ai + ui
**Depends on**: Phase 16
**Requirements**: PROP-01, PROP-02, PROP-05
**Success Criteria** (what must be TRUE):
1. L'admin avvia un builder AI che genera una proposta a partire da cliente + offerta(e) selezionata(e) + note extra fornite manualmente
2. La pagina pubblica `/quote/[token]` è ridisegnata (HTML/CSS) per presentare la proposta generata
3. Il sistema invia via email (Resend) il link della proposta pubblica al lead
**Plans**: TBD
**UI hint**: yes
**Status**: Pending planning
- [ ] PUB-03 — Invio link preventivo via email Resend
- [ ] PROP-03 — Stripe Payment Link su offerta pubblica
- [ ] PROP-04 — Auto-provisioning cliente/progetto/fasi al "Vinto"
- [ ] AUTH-OTP-01 — Accesso cliente via OTP email (design pronto)
- [ ] Phase 13 — Servizi attivi/ricorrenti post-vendita (congelata, ripescabile)
## Progress
| Phase | Plans | Status | Completed |
|-------|-------|--------|-----------|
| 11. Catalog Database-View UX & Legacy Consolidation | 4/4 | ✅ Done | 2026-06-13 |
| 12. Offer Editor — Tier A/B/C, Tag & Prezzo Pubblico | 5/5 | Complete | 2026-06-18 |
| 13. Workspace — Servizi Attivi | — | Pending planning | — |
| 14. CRM Attio-style & Fix | 3/3 | Complete | 2026-06-14 |
| 15. Dashboard Revenue Stats | — | Blocked (mockup utente) | — |
| 16. Proposal AI — Data Foundations & Auto-Provisioning | — | Pending planning | — |
| 17. Proposal AI — Builder, Pagina Pubblica & Email | — | Pending planning | — |
| Phase | Milestone | Plans | Status | Completed |
|-------|-----------|-------|--------|-----------|
| 16. Foundation → UX Overhaul | v1.0 | 24/24 | ✅ Done | 2026-06-10 |
| 710. Unified Catalog → CRM Pipeline | v2.0 | 12/12 | ✅ Done | 2026-06-13 |
| 11. Catalog Database-View UX | v2.1 | 4/4 | ✅ Done | 2026-06-13 |
| 12. Offer Editor Tier A/B/C | v2.1 | 5/5 | ✅ Done | 2026-06-18 |
| 13. Workspace Servizi Attivi | v2.1 | — | ❌ Congelata | — |
| 14. CRM Attio-style & Fix | v2.1 | 3/3 | ✅ Done | 2026-06-14 |
| 15. Dashboard Revenue Stats | v2.1 | — | ❌ Abbandonata | — |
| 1617. Proposal AI originale | v2.1 | — | ❌ Ri-scopata in v2.2 | — |
| 18. Cleanup & Consolidamento | v2.2 | 3/3 | ✅ Done | 2026-06-19 |
| 19. Pipeline CRM Kanban | v2.2 | 1/1 | ✅ Done | 2026-06-19 |
| 20. Knowledge Base Cliente | v2.2 | 3/3 | ✅ Done | 2026-06-20 |
| 21. Agente AI Preventivo | v2.2 | 1/1 | ✅ Done | 2026-06-20 |
| 22. Pagina Pubblica + Deck | v2.2 | 1/1 | ✅ Done | 2026-06-20 |
| 23+. v2.3 TBD | v2.3 | TBD | 📋 Planned | — |
+31 -23
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@@ -1,16 +1,16 @@
---
gsd_state_version: 1.0
milestone: v2.1
milestone_name: milestone
status: completed
stopped_at: "Phase 12 completeOffer Editor (Tier A/B/C, Tag & Prezzo Pubblico) eseguita e verificata. Prossima: Phase 13 (Workspace Servizi Attivi) o Phase 14 (CRM)."
last_updated: "2026-06-18T15:23:00.000Z"
last_activity: 2026-06-18 -- Phase 12 execution complete (5/5 piani, build gate passed, OFFER-11/15/16/17/18 verified)
milestone: v2.2
milestone_name: — Sales Loop
status: complete
stopped_at: "v2.2 completatutto in prod. Backlog: PUB-03 email Resend, PROP-03 Stripe, PROP-04 auto-provisioning"
last_updated: "2026-06-20T16:30:00.000Z"
last_activity: 2026-06-20 -- v2.2 chiusa — 5/5 fasi complete, REQUIREMENTS aggiornati, SUMMARY.md scritti per 21+22
progress:
total_phases: 7
completed_phases: 3
total_plans: 12
completed_plans: 12
total_phases: 5
completed_phases: 5
total_plans: 7
completed_plans: 7
percent: 100
---
@@ -22,16 +22,20 @@ See: .planning/PROJECT.md (updated 2026-06-13)
**Core value:** Il cliente apre il link e vede esattamente a che punto è il suo progetto, cosa deve ancora succedere e cosa ha già approvato — senza dover scrivere email per chiedere aggiornamenti.
**Current focus:** Phase 13 (Workspace Servizi Attivi) o Phase 14 (CRM Attio-style) — entrambe eseguibili. Phase 15 resta bloccata su mockup utente. Phase 12 (Offer Editor) completata e verificata.
**Current focus:** Milestone **v2.2 "Sales Loop"** (reset 2026-06-19). North-star: lead in pipeline Kanban → transcript call → agente AI genera preventivo → pagina pubblica `/preventivo/[slug]` → vinto/perso. Piano: `.claude/plans/glittery-sprouting-pudding.md`. Prossimo passo: eseguire Phase 19 (R2) Pipeline CRM Kanban.
## Current Position
Phase: 13 (next) — ready to plan/execute
Plan:
Status: Phase 12 complete. Pronto per /gsd-execute-phase 13 o /gsd-execute-phase 14.
Last activity: 2026-06-18 -- Phase 12 execution complete (OFFER-11/15/16/17/18 all verified PASS)
Phase: 20 (R3) Knowledge Base Cliente — ready to execute
Plan: 3 piani (20-01 migration, 20-02 data layer, 20-03 UI)
Status: Ready to execute
Last activity: 2026-06-19 -- Phase 20 planned (3 piani, verification passed — KB-01/KB-02)
Progress: [██████████] 100%
Progress (v2.2): [████░░░░░░] 40% — 2/5 fasi complete
### Fasi completate (v2.1, storico)
Phase 11 (catalogo), Phase 12 (offer editor), Phase 14 (CRM Attio) — consegnate e in prod. 55 servizi reali + tag offerta caricati.
## Performance Metrics
@@ -66,7 +70,8 @@ Progress: [██████████] 100%
Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:
- v2.1 roadmap: Offer Studio (Phases 11-15) sequenced before Proposal AI (Phases 16-17) — clean/fast data UX before the AI builder
- **[RESET 2026-06-19] Milestone v2.2 "Sales Loop"** sostituisce le fasi residue v2.1. Decisioni bloccate: (1) URL preventivo = `/preventivo/[slug]` pubblico; (2) tagliare Forecast + quote builder manuale + Phase 15, fondere `/admin/analytics` nella dashboard; (3) portale post-vendita resta core, non si tocca (Phase 13 congelata); (4) agente AI = "io scelgo l'offerta, l'AI personalizza" leggendo i transcript, provider Claude. Piano: `.claude/plans/glittery-sprouting-pudding.md`
- [SUPERSEDED dal reset] v2.1 roadmap: Offer Studio (Phases 11-15) sequenced before Proposal AI (Phases 16-17) — clean/fast data UX before the AI builder
- Phase 11 bundles catalog database-view UX (OFFER-07..10) with legacy consolidation (OFFER-13) since the new UX should be built on a single unified `services` table, not on top of legacy `service_catalog`/`offer_services`
- Phase 13 (Workspace — Servizi Attivi) is independent of Phases 11/12 — can execute in parallel order if useful, but numbered after for narrative flow
- Phase 15 (Dashboard Revenue Stats / DASH-11) is isolated and BLOCKED on user-provided mockup; no other phase depends on it — can be deferred/skipped without blocking Phase 16/17
@@ -75,6 +80,8 @@ Recent decisions affecting current work:
- [Phase 11]: Phase 11 Plan 02: onConflictDoNothing() without explicit target compiles cleanly for tags table (single unique index tags_entity_name_unique) — used as written in plan, no fallback needed — Avoids unnecessary deviation; Drizzle's no-target ON CONFLICT DO NOTHING is correct given the single unique constraint from Plan 01
- [Phase 11]: Phase 11 Plan 03: removed the plan's prescribed value-sync useEffect (and a follow-up render-time ref-read attempt) from EditableCell — both violate this project's react-hooks lint rules (set-state-in-effect, refs-during-render / React Compiler). tempValue is now only (re)initialized in startEdit()/cancel(), and the toggle display branch reads `value` directly instead of `tempValue` — Rule 1 lint fix, no behavioral change to the 8 spec'd test behaviors
- [Phase 11]: Phase 11 Plan 04: left `createService`/`serviceSchema` in `src/app/admin/catalog/actions.ts` as unused dead code after deleting `ServiceForm.tsx` (its only consumer) — `actions.ts` was outside this plan's `files_modified` scope and `updateService` still depends on `serviceSchema`; logged to deferred-items.md for future cleanup
- [Phase 18-02]: fmtEur unified to number version (analytics/page.tsx variant); KPI card callers using DB string values wrapped with parseFloat() — cleaner than maintaining two named variants
- [Phase 18-02]: /admin/analytics route deleted; YearSelector now routes to /admin?year=Y — single admin entry point for statistics (CLEAN-03)
### Pending Todos
@@ -84,9 +91,10 @@ None yet.
### Blockers/Concerns
- **Phase 15 (DASH-11)**: Blocked pending dashboard mockup from user. Do not start until mockup provided; safe to skip in execution order without impacting Phase 16/17.
- **Migrations**: Per CLAUDE.md, every phase touching schema (11 legacy consolidation, 13 recurring-revenue tracking, 16 payment link + provisioning) MUST have its migration applied to prod via SSH+docker exec BEFORE pushing dependent code.
- Phase 11 Plan 1 (11-01): DB-execution steps blocked — DATABASE_URL (178.104.27.55:54321) firewalled, reachable only via SSH+docker exec on the production host (out of scope for this agent's authorization). Required before OFFER-13/D-02 are satisfied: run scripts/push-11-tags-migration.ts, scripts/migrate-services.ts, scripts/validate-services-migration.ts, scripts/migrate-tags.ts, scripts/validate-tags-migration.ts via an SSH-accessible session (see 11-01-SUMMARY.md 'Issues Encountered' for exact commands). OFFER-13 requirement NOT yet marked complete.
- **Migrations (sempre valido)**: ogni fase con schema (es. Phase 20 transcript) DEVE avere la migration applicata a prod via tunnel SSH (`ssh -L 54321:localhost:54321 root@178.104.27.55`, `DATABASE_URL` riscritto a `127.0.0.1:54321`) PRIMA di pushare il codice dipendente. `drizzle-kit generate` rotto → SQL a mano.
- **Phase 21 (AI)**: nessuna integrazione AI ancora nel codice. Servirà chiave Anthropic API in env (Coolify) + decisioni modello/prompt in fase di planning.
- **Debito tecnico (non bloccante)**: tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` restano come deadweight; `createService`/`serviceSchema` dead code in `catalog/actions.ts`. Script di validazione consolidamento Phase 11 (migrate/validate) mai eseguiti ma OFFER-13 è di fatto soddisfatto (catalogo `services` in uso, 55 servizi reali caricati).
- **[RISOLTO]** ~~Phase 15 bloccata su mockup~~ → fase abbandonata dal reset 2026-06-19.
## Deferred Items
@@ -100,6 +108,6 @@ Items acknowledged and carried forward from previous milestone close:
## Session Continuity
Last session: 2026-06-14T19:04:45.211Z
Stopped at: Phase 12 re-scoped (mockup utente → editor offerte) e pianificata: 5 piani / 4 wave, planner + plan-checker pass. Pronta per /gsd-execute-phase 12
Resume file: .planning/phases/12-offer-composition-drag-drop-csv-import/12-01-PLAN.md
Last session: 2026-06-19T18:05:00.000Z
Stopped at: Phase 19 complete — 19-01-SUMMARY.md scritto, PIPE-01/PIPE-02 verificati, checkpoint umano approvato. Next: /gsd-plan-phase 20
Resume file: .planning/phases/19-pipeline-crm-kanban/19-01-SUMMARY.md
+73
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@@ -0,0 +1,73 @@
# Requirements Archive — v2.2 Sales Loop
**Archived:** 2026-06-20
**Milestone:** v2.2 Sales Loop (Phases 1822)
**Outcome:** 10/11 requirements Complete · 1 deferred (PUB-03 email Resend)
---
## v2.2 — Sales Loop Requirements
### Cleanup & Consolidamento (Phase 18 / R1)
| ID | Requirement | Outcome |
|----|-------------|---------|
| CLEAN-01 | Pagina Forecast + voce sidebar rimossa | ✅ Complete — Phase 18-01 |
| CLEAN-02 | Quote builder manuale rimosso | ✅ Complete — Phase 18-01 |
| CLEAN-03 | Analytics fusa nella Dashboard, rotta duplicata eliminata | ✅ Complete — Phase 18-02 |
| CLEAN-04 | Fasi v2.1 residue archiviate nel planning | ✅ Complete — Phase 18-03 |
### Pipeline CRM Kanban (Phase 19 / R2)
| ID | Requirement | Outcome |
|----|-------------|---------|
| PIPE-01 | Board Kanban Pipedrive-style con drag-drop tra stage | ✅ Complete — Phase 19-01 |
| PIPE-02 | Vinto/Perso come cambio-colonna manuale | ✅ Complete — Phase 19-01 |
### Knowledge Base Cliente (Phase 20 / R3)
| ID | Requirement | Outcome |
|----|-------------|---------|
| KB-01 | Schema additivo `client_transcripts` con migration a prod | ✅ Complete — Phase 20-01/02 |
| KB-02 | UI incolla/elenca transcript nel dettaglio lead | ✅ Complete — Phase 20-03 |
### Agente AI — Generazione Preventivo (Phase 21 / R4)
| ID | Requirement | Outcome |
|----|-------------|---------|
| AI-01 | Admin seleziona cliente+offerta; AI legge transcript+offerta → bozza | ✅ Complete — Phase 21-01 |
| AI-02 | Admin rivede ed edita la bozza prima di pubblicare | ✅ Complete — Phase 21-01 |
### Pagina Pubblica Preventivo (Phase 22 / R5)
| ID | Requirement | Outcome |
|----|-------------|---------|
| PUB-01 | Pagina pubblica `/preventivo/[slug]` — deck 20+ slide | ✅ Complete — Phase 22-01 |
| PUB-02 | Cliente accetta/rifiuta; esito riflesso nel DB | ✅ Complete — Phase 22-01 |
| PUB-03 | Invio link via email Resend | ❌ Not implemented — deferred to v2.3 backlog |
---
## Backlog Portato Avanti
| ID | Requirement | Stato |
|----|-------------|-------|
| PUB-03 | Email Resend invio link preventivo | Deferred → v2.3 |
| PROP-03 | Stripe Payment Link su offerta | Backlog (post-R5 originale) |
| PROP-04 | Auto-provisioning al "Vinto" | Backlog (post-R5 originale) |
| AUTH-OTP-01 | Accesso cliente via OTP email | Design pronto, deferred |
| OFFER-12 | Import CSV/Notion one-shot | Rimandato 2026-06-14 |
---
## Requirements Non-v2.2 (Storico)
*I requirements di v1.0 e v2.0/v2.1 sono archiviati in:*
- `.planning/milestones/v1.0-REQUIREMENTS.md`
- `.planning/milestones/v2.0-REQUIREMENTS.md`
*I requirements congelati/abbandonati di v2.1 (PROJ-06..10, DASH-11, PROP-01..05) sono documentati in `.planning/milestones/v2.2-ROADMAP.md` sezione "Milestone Summary".*
---
*Archived: 2026-06-20 at v2.2 milestone close*
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@@ -0,0 +1,144 @@
# Milestone v2.2: Sales Loop
**Status:** ✅ SHIPPED 2026-06-20
**Phases:** 1822 (R1R5)
**Total Plans:** 9 plans · 27 commits · 87 files · +7.349/-842 righe
**Timeline:** 2026-06-19 → 2026-06-20
## Overview
v2.2 chiude il **loop di vendita end-to-end**: dopo che l'utente ha articolato il flusso commerciale reale (piano `.claude/plans/glittery-sprouting-pudding.md`), le fasi residue v2.1 (13/15/16/17) sono state congelate/abbandonate e sostituite da 5 fasi nuove. Il flusso: lead in pipeline Kanban → transcript datati delle call → agente AI genera preventivo → deck pubblico 20+ slide → accept/reject manuale nel CRM.
## Phases
### Phase 18: Cleanup & Consolidamento (R1)
**Goal**: Sgomberare il campo dai doppioni e dal peso morto prima di costruire il loop di vendita.
**Mode:** ui (solo rimozioni/rotte, nessun drop di tabelle)
**Requirements**: CLEAN-01, CLEAN-02, CLEAN-03, CLEAN-04
**Plans**: 3 plans
Plans:
- [x] 18-01-PLAN.md — Rimozione Forecast + Quote Builder manuale (CLEAN-01, CLEAN-02)
- [x] 18-02-PLAN.md — Fusione analytics nella Dashboard, eliminazione rotta /admin/analytics (CLEAN-03)
- [x] 18-03-PLAN.md — Verifica CLEAN-04 planning docs + build check + checkpoint visuale
**Status**: ✅ Complete (2026-06-19)
**What was built:**
- Rimossa pagina `/admin/forecast` + voce sidebar
- Rimosso quote builder manuale `/admin/quotes/new` + SendQuoteModal rami irraggiungibili
- Statistiche annuali `/admin/analytics` fuse nella Dashboard `/admin` (CLEAN-03); rotta duplicata eliminata
- Fasi v2.1 residue (13/15/16/17) marcate cancellate/congelate nel planning
---
### Phase 19: Pipeline CRM Kanban (R2)
**Goal**: I lead si gestiscono in una board Kanban stile Pipedrive con drag-drop tra gli stage.
**Mode:** ui
**Depends on**: Phase 14 (CRM lead esistente). Riusa `@dnd-kit`.
**Requirements**: PIPE-01, PIPE-02
**Plans**: 1 plan
Plans:
- [x] 19-01-PLAN.md — LeadsKanbanBoard + LeadsViewToggle + page wiring (PIPE-01, PIPE-02)
**Status**: ✅ Complete (2026-06-19)
**What was built:**
- Board Kanban 6 colonne (contacted → qualified → proposal_sent → negotiating → won/lost) con drag-drop persistente
- Toggle Lista/Kanban con ricerca integrata
- Spostare un lead su "Vinto"/"Perso" aggiorna `leads.status` → registra l'esito manuale
---
### Phase 20: Knowledge Base Cliente (R3)
**Goal**: Memorizzare i transcript datati delle call e mostrarli nel profilo lead.
**Mode:** schema + ui
**Depends on**: Phase 14 (lead). Migration a prod via SSH.
**Requirements**: KB-01, KB-02
**Plans**: 3 plans
Plans:
- [x] 20-01-PLAN.md — Migration SQL `0009_client_transcripts` (BLOCKING prod checkpoint)
- [x] 20-02-PLAN.md — Schema Drizzle `clientTranscripts` + `getTranscripts`/`addTranscript`/`deleteTranscript`
- [x] 20-03-PLAN.md — `TranscriptModal` + sezione "Transcript Call" in `LeadDetail` + wiring `page.tsx`
**Status**: ✅ Complete (2026-06-20)
**What was built:**
- Tabella `client_transcripts` (lead_id, client_id, content, call_date, title, created_at) applicata a prod via SSH tunnel
- Data layer completo con Drizzle ORM + server actions
- UI: sezione "Transcript Call" nel dettaglio lead con modal per incollare, lista espandibile/collassabile, elimina
---
### Phase 21: Agente AI — Generazione Preventivo (R4)
**Goal**: Admin seleziona cliente+offerta; AI legge transcript+offerta → genera bozza preventivo.
**Mode:** ai + ui
**Depends on**: Phase 20 (transcript) + Phase 11/12 (offerte)
**Requirements**: AI-01, AI-02
**Plans**: 1 plan (21+22 eseguiti insieme per coerenza architetturale)
Plans:
- [x] 21-01-PLAN.md — Agente AI + form builder admin + migration 0010 proposals
**Status**: ✅ Complete (2026-06-20)
**What was built:**
- `@anthropic-ai/sdk@0.105.0` + `ANTHROPIC_API_KEY` in Coolify
- `src/lib/proposal/schema.ts` — Zod schema `ProposalContent` (20+ sezioni strutturate)
- `src/lib/proposal/agent.ts``generateProposalContent()` → Claude Opus 4.8, JSON validato Zod
- `src/lib/proposal/assemble.ts``assembleProposal()`: fonde AI + offerta DB + profilo consulente
- `src/lib/proposal/profile.ts``CONSULTANT_PROFILE` (bio, fatti, testimonianze, legal, nextSteps)
- `proposals` table in DB: id, slug, lead_id, client_id, offer_macro_id, content jsonb, state, accepted_at
- Admin pages: lista preventivi, form genera (con pre-fill `?lead_id=X`), review bozza, pubblica/elimina
---
### Phase 22: Pagina Pubblica Preventivo + Email (R5)
**Goal**: Pubblicare la proposta come deck pubblico `/preventivo/[slug]` con accept/reject.
**Mode:** ui
**Depends on**: Phase 21 (proposals table + content)
**Requirements**: PUB-01, PUB-02 ✅ · PUB-03 ❌ deferred
**Plans**: 1 plan
Plans:
- [x] 22-01-PLAN.md — ProposalDeck + public page + accept/reject actions
**Status**: ✅ Complete (2026-06-20) · PUB-03 deferred
**What was built:**
- `src/app/preventivo/[slug]/page.tsx` — server component pubblico con gestione stati
- `src/app/preventivo/[slug]/actions.ts``acceptProposal` + `rejectProposal` con `accepted_at` immutabile
- `ProposalDeck.tsx` — deck client component: `h-screen overflow-hidden`, keyboard nav, dots
- 20 componenti slide: Cover, Vision, Index, ChapterDivider ×5, Strategist, Facts, Testimonials, ProblemNode ×N, SynthesisDiagram, SolutionNode ×N, SolutionSynthesis, Scope, Deliverables, Timeline, Pricing, StagesRecap, ComparisonMatrix, NextSteps, Accept, Closing
- **PUB-03 (email Resend) NOT implemented** — link va condiviso manualmente; deferred a v2.3 backlog
---
## Milestone Summary
**Key Decisions:**
- Sales Loop come north-star v2.2: abbandonato workspace post-vendita (Phase 13), revenue stats (Phase 15), Proposal AI v2.1 (16/17) — riscopate come 21+22 con transcript
- AI model: `claude-opus-4-8` per qualità copywriting strategico (~$0.44/preventivo)
- Output AI: JSON strutturato validato Zod → template fisso → coerenza visiva garantita
- `proposals.content` come JSONB snapshot (non riferimento a entità live) → immutabile
- Email Resend (PUB-03) deferred: scope minimo funziona, priorità al loop core
**Known Gaps at Close:**
- PUB-03: invio email Resend non implementato (1 item, vedi backlog v2.3)
- `profile.ts`: testimonianze placeholder, da aggiornare con dati reali
**Technical Debt:**
- Tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` ancora presenti (deadweight, cleanup futuro)
- `createService`/`serviceSchema` dead code in `catalog/actions.ts`
- `drizzle-kit generate` rotto da Phase 8 (meta snapshots out of sync) — SQL scritto a mano
---
*Per lo stato corrente del progetto, vedi `.planning/ROADMAP.md`*
@@ -0,0 +1,233 @@
---
phase: 18-cleanup-consolidamento
plan: 01
type: execute
wave: 1
depends_on: []
files_modified:
- src/components/admin/AdminSidebar.tsx
- src/app/admin/forecast/page.tsx
- src/app/admin/quotes/new/page.tsx
- src/components/admin/leads/SendQuoteModal.tsx
- src/app/admin/projects/project-actions.ts
autonomous: true
requirements:
- CLEAN-01
- CLEAN-02
must_haves:
truths:
- "La rotta /admin/forecast non è più raggiungibile (404 o redirect)"
- "La voce 'Forecast' non appare più nella sidebar admin"
- "La rotta /admin/quotes/new non è più raggiungibile"
- "SendQuoteModal non ha più il bottone che naviga a /admin/quotes/new"
- "project-actions.ts non chiama più revalidatePath('/admin/forecast')"
artifacts:
- path: "src/components/admin/AdminSidebar.tsx"
provides: "Sidebar senza voce Forecast"
contains: "NON deve contenere href: \"/admin/forecast\""
- path: "src/app/admin/forecast/page.tsx"
provides: "File eliminato (rotta rimossa)"
- path: "src/app/admin/quotes/new/page.tsx"
provides: "File eliminato (rotta rimossa)"
- path: "src/components/admin/leads/SendQuoteModal.tsx"
provides: "Modal senza bottone navigazione a quotes/new"
- path: "src/app/admin/projects/project-actions.ts"
provides: "Server actions senza revalidatePath forecast"
key_links:
- from: "AdminSidebar.tsx NAV_ITEMS"
to: "/admin/forecast"
via: "href nel NAV_ITEMS array"
pattern: "forecast"
- from: "SendQuoteModal.tsx"
to: "/admin/quotes/new"
via: "window.location.href"
pattern: "quotes/new"
---
<objective>
Rimuovere le rotte /admin/forecast e /admin/quotes/new e tutti i loro entry point.
Purpose: CLEAN-01 e CLEAN-02 — eliminare feature obsolete prima del Sales Loop. Il forecast è sostituito dal loop AI; il quote builder manuale è sostituito dall'agente AI in Phase 21.
Output: Due rotte rimosse, sidebar pulita, SendQuoteModal senza entry point obsoleto, project-actions.ts senza revalidatePath forecast.
</objective>
<execution_context>
@$HOME/.claude/get-shit-done/workflows/execute-plan.md
@$HOME/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/STATE.md
</context>
<tasks>
<task type="auto">
<name>Task 1: Rimuovi rotta Forecast — file, sidebar, revalidatePath (CLEAN-01)</name>
<read_first>
- src/components/admin/AdminSidebar.tsx — array NAV_ITEMS, riga con href: "/admin/forecast"
- src/app/admin/forecast/page.tsx — conferma contenuto prima di eliminare
- src/app/admin/projects/project-actions.ts — righe 138, 145, 161 con revalidatePath("/admin/forecast")
</read_first>
<files>
src/components/admin/AdminSidebar.tsx,
src/app/admin/projects/project-actions.ts
</files>
<action>
1. In AdminSidebar.tsx: rimuovi la riga dell'oggetto Forecast dall'array NAV_ITEMS:
`{ href: "/admin/forecast", label: "Forecast", icon: TrendingUp },`
Rimuovi anche l'import `TrendingUp` da lucide-react se non è usato altrove nel file.
2. In project-actions.ts: rimuovi le tre chiamate `revalidatePath("/admin/forecast")` alle righe ~138, ~145, ~161.
Ogni funzione che la contiene (addProjectOffer, removeProjectOffer, updateProjectOfferTotal)
mantiene le proprie altre revalidatePath (es. `/admin/projects/${projectId}`) — togli SOLO le righe forecast.
3. Elimina il file della rotta forecast:
- src/app/admin/forecast/page.tsx
Elimina anche la directory se è rimasta vuota:
- src/app/admin/forecast/ (directory)
NON toccare: tabelle DB, lib/forecast-queries.ts (deadweight tollerabile, non blocca nulla),
nessun'altra pagina o componente.
</action>
<verify>
<automated>
grep -r "admin/forecast" /Users/simonecavalli/Vault/IAMCAVALLI/src --include="*.tsx" --include="*.ts" | grep -v "node_modules" | grep -v ".next" | wc -l
</automated>
Risultato atteso: 0 righe (nessun riferimento a /admin/forecast rimasto nel codice sorgente).
Verifica aggiuntiva sidebar:
grep "TrendingUp\|forecast" /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/AdminSidebar.tsx
Risultato atteso: nessun output (zero match).
</verify>
<acceptance_criteria>
- grep -r "admin/forecast" src/ produce 0 risultati (esclusi node_modules e .next)
- Il file src/app/admin/forecast/page.tsx non esiste più
- AdminSidebar.tsx non contiene la stringa "forecast" né "TrendingUp" (se rimosso)
- project-actions.ts non contiene revalidatePath("/admin/forecast")
</acceptance_criteria>
<done>
La voce Forecast è assente dalla sidebar, la rotta /admin/forecast è 404, nessun server action
chiama revalidatePath su quella rotta.
</done>
</task>
<task type="auto">
<name>Task 2: Rimuovi rotta Quote Builder manuale e il suo entry point (CLEAN-02)</name>
<read_first>
- src/app/admin/quotes/new/page.tsx — conferma contenuto prima di eliminare
- src/components/admin/leads/SendQuoteModal.tsx — riga ~120 con window.location.href = /admin/quotes/new
- src/components/admin/quotes/QuoteBuilderForm.tsx — identifica che è usato solo da quotes/new
- src/components/admin/quotes/OfferSelector.tsx — identifica che è usato solo da QuoteBuilderForm
- src/components/admin/quotes/PriceOverrideInput.tsx — stesso
- src/components/admin/quotes/QuotePreview.tsx — stesso
</read_first>
<files>
src/app/admin/quotes/new/page.tsx,
src/components/admin/leads/SendQuoteModal.tsx,
src/components/admin/quotes/QuoteBuilderForm.tsx,
src/components/admin/quotes/OfferSelector.tsx,
src/components/admin/quotes/PriceOverrideInput.tsx,
src/components/admin/quotes/QuotePreview.tsx
</files>
<action>
1. In SendQuoteModal.tsx: trova il blocco che naviga a /admin/quotes/new:
`window.location.href = /admin/quotes/new?lead_id=${leadId};`
Rimuovi il pulsante / branch che lo contiene. Se il modal ha una logica "crea nuovo preventivo"
che porta a quella rotta, rimuovi quella branch. Mantieni tutto il resto del modal intatto
(il flusso "preventivo esistente" non va toccato).
Prima di modificare, leggi il file per capire la struttura esatta del branch da eliminare.
2. Elimina i file della rotta e i componenti esclusivi:
- src/app/admin/quotes/new/page.tsx
- src/components/admin/quotes/QuoteBuilderForm.tsx
- src/components/admin/quotes/OfferSelector.tsx
- src/components/admin/quotes/PriceOverrideInput.tsx
- src/components/admin/quotes/QuotePreview.tsx
Elimina le directory rimaste vuote:
- src/app/admin/quotes/new/ (directory)
- src/components/admin/quotes/ (directory, solo se completamente vuota dopo la rimozione)
NON toccare: src/app/admin/quotes/ se esistono altre sotto-rotte (verifica prima),
lib/admin-queries.ts (getAllOfferMacrosWithMicros — usata altrove), DB.
ATTENZIONE — verifica preventiva: prima di eliminare src/components/admin/quotes/,
esegui: grep -r "quotes/" src/components --include="*.tsx" --include="*.ts"
per confermare che i quattro componenti sopra non sono importati da altri file al di fuori di quotes/new.
Se ci sono altri consumer, NON eliminare il componente e segnala in SUMMARY.
</action>
<verify>
<automated>
grep -r "quotes/new" /Users/simonecavalli/Vault/IAMCAVALLI/src --include="*.tsx" --include="*.ts" | grep -v "node_modules" | grep -v ".next" | wc -l
</automated>
Risultato atteso: 0 righe.
Verifica esistenza file:
test -f /Users/simonecavalli/Vault/IAMCAVALLI/src/app/admin/quotes/new/page.tsx && echo "ESISTE_ANCORA" || echo "OK_RIMOSSO"
Risultato atteso: OK_RIMOSSO
Verifica SendQuoteModal:
grep "quotes/new" /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/leads/SendQuoteModal.tsx
Risultato atteso: nessun output.
</verify>
<acceptance_criteria>
- grep -r "quotes/new" src/ produce 0 risultati
- src/app/admin/quotes/new/page.tsx non esiste più
- src/components/admin/quotes/QuoteBuilderForm.tsx non esiste più
- SendQuoteModal.tsx non contiene la stringa "quotes/new"
</acceptance_criteria>
<done>
La rotta /admin/quotes/new è 404, il pulsante di navigazione nel SendQuoteModal è rimosso,
i componenti esclusivi del quote builder sono eliminati.
</done>
</task>
</tasks>
<threat_model>
## Trust Boundaries
| Boundary | Description |
|----------|-------------|
| admin UI → file system | Operazioni di eliminazione file irreversibili |
## STRIDE Threat Register
| Threat ID | Category | Component | Disposition | Mitigation Plan |
|-----------|----------|-----------|-------------|-----------------|
| T-18-01 | Tampering | project-actions.ts | accept | Rimozione di sole righe revalidatePath inerte — nessun path di dati toccato; le funzioni restano funzionali |
| T-18-02 | Denial of Service | SendQuoteModal.tsx | mitigate | Leggere il file prima di modificare per evitare di rompere il flusso "preventivo esistente" che resta necessario |
</threat_model>
<verification>
Al termine del piano:
1. `npm run build` deve completare senza errori TypeScript (nessun import rotto)
2. `grep -r "admin/forecast" src/` → 0 risultati
3. `grep -r "quotes/new" src/` → 0 risultati
4. La sidebar admin non mostra la voce "Forecast"
</verification>
<success_criteria>
- CLEAN-01: /admin/forecast → 404, sidebar senza voce Forecast, project-actions.ts senza revalidatePath forecast
- CLEAN-02: /admin/quotes/new → 404, SendQuoteModal senza navigazione a quotes/new, componenti quotes/ rimossi
- Build TypeScript pulita (nessun import broken)
</success_criteria>
<output>
After completion, create `.planning/phases/18-cleanup-consolidamento/18-01-SUMMARY.md`
</output>
@@ -0,0 +1,156 @@
---
phase: 18-cleanup-consolidamento
plan: "01"
subsystem: ui
tags: [next.js, admin, cleanup, sidebar, server-actions]
requires: []
provides:
- Forecast route removed (/admin/forecast → 404)
- Admin sidebar without Forecast entry
- project-actions.ts without revalidatePath forecast calls
- Quote builder route removed (/admin/quotes/new → 404)
- SendQuoteModal without navigation to quotes/new
- QuoteBuilderForm, OfferSelector, PriceOverrideInput, QuotePreview components deleted
affects: [phase-21-ai-quote-agent, any future admin nav changes]
tech-stack:
added: []
patterns:
- "Dead-code deletion: remove page files + directories + all entry points atomically before Sales Loop phase"
key-files:
created: []
modified:
- src/components/admin/AdminSidebar.tsx
- src/app/admin/projects/project-actions.ts
- src/components/admin/leads/SendQuoteModal.tsx
- src/lib/admin-queries.ts
deleted:
- src/app/admin/forecast/page.tsx
- src/app/admin/quotes/new/page.tsx
- src/app/admin/quotes/new/actions.ts
- src/components/admin/quotes/QuoteBuilderForm.tsx
- src/components/admin/quotes/OfferSelector.tsx
- src/components/admin/quotes/PriceOverrideInput.tsx
- src/components/admin/quotes/QuotePreview.tsx
key-decisions:
- "Kept lib/forecast-queries.ts and lib/quote-actions.ts as tolerable deadweight — no broken imports, no consumer"
- "SendQuoteModal Tabs UI replaced with flat single-form layout (only 'existing' flow remains)"
- "quotes/new/actions.ts (re-export shim) deleted along with page since its only consumer was QuoteBuilderForm"
- "Stale JSDoc comment in admin-queries.ts referencing /admin/quotes/new cleaned up (Rule 1 auto-fix)"
patterns-established:
- "Cleanup tasks: always grep for all entry points (revalidatePath, navigation, JSDoc) before marking done"
requirements-completed: [CLEAN-01, CLEAN-02]
duration: 12min
completed: 2026-06-19
---
# Phase 18 Plan 01: Cleanup — Remove Forecast and Manual Quote Builder Routes Summary
**Deleted /admin/forecast and /admin/quotes/new routes with all entry points (sidebar, revalidatePath, navigation button, exclusive components) to clear the codebase for the Sales Loop AI phase.**
## Performance
- **Duration:** ~12 min
- **Started:** 2026-06-19T10:04:00Z
- **Completed:** 2026-06-19T10:16:00Z
- **Tasks:** 2
- **Files modified/deleted:** 11
## Accomplishments
- Removed Forecast route: deleted `src/app/admin/forecast/page.tsx`, removed sidebar nav entry and `TrendingUp` import, stripped 3 `revalidatePath("/admin/forecast")` calls from project-actions.ts
- Removed Quote Builder route: deleted `quotes/new/page.tsx`, `quotes/new/actions.ts`, and all 4 exclusive components (QuoteBuilderForm, OfferSelector, PriceOverrideInput, QuotePreview)
- Simplified SendQuoteModal from two-tab layout to single flat form — "Crea Nuovo" tab and `window.location` navigation removed entirely; "existing quote" flow unchanged
- Build passes clean: 0 TypeScript errors, 0 broken imports
## Task Commits
1. **Task 1: Rimuovi rotta Forecast** - `7d88409` (chore)
2. **Task 2: Rimuovi rotta Quote Builder** - `268f56c` (chore)
**Plan metadata:** (see final commit below)
## Files Created/Modified
- `src/components/admin/AdminSidebar.tsx` - Removed Forecast NAV_ITEMS entry and TrendingUp import
- `src/app/admin/projects/project-actions.ts` - Removed 3 revalidatePath("/admin/forecast") calls
- `src/components/admin/leads/SendQuoteModal.tsx` - Removed "Crea Nuovo" tab and quotes/new navigation
- `src/lib/admin-queries.ts` - Removed stale JSDoc comment referencing /admin/quotes/new
**Deleted:**
- `src/app/admin/forecast/page.tsx`
- `src/app/admin/quotes/new/page.tsx`
- `src/app/admin/quotes/new/actions.ts`
- `src/components/admin/quotes/QuoteBuilderForm.tsx`
- `src/components/admin/quotes/OfferSelector.tsx`
- `src/components/admin/quotes/PriceOverrideInput.tsx`
- `src/components/admin/quotes/QuotePreview.tsx`
## Decisions Made
- Kept `lib/forecast-queries.ts` and `lib/quote-actions.ts` intact — they have no broken imports and are tolerable deadweight; removing them was explicitly out of scope per the plan
- Deleted `quotes/new/actions.ts` (not listed in plan) because it was a server re-export shim with `QuoteBuilderForm` as its only consumer — Rule 3 auto-fix (would have blocked clean directory removal)
- Stale JSDoc comment in `admin-queries.ts` updated — Rule 1 auto-fix (stale reference counts as dead code)
## Deviations from Plan
### Auto-fixed Issues
**1. [Rule 1 - Bug] Removed stale JSDoc comment referencing deleted route**
- **Found during:** Task 2 (final grep verification)
- **Issue:** `admin-queries.ts` line 862 had a `* Used by: /admin/quotes/new form (OfferSelector dropdown)` comment — the route no longer exists
- **Fix:** Removed the stale line from the JSDoc block
- **Files modified:** src/lib/admin-queries.ts
- **Verification:** `grep -r "quotes/new" src/` → 0 results
- **Committed in:** 268f56c (Task 2 commit)
**2. [Rule 3 - Blocking] Deleted quotes/new/actions.ts (unlisted file)**
- **Found during:** Task 2 — directory was non-empty after deleting page.tsx
- **Issue:** `src/app/admin/quotes/new/actions.ts` was a re-export shim (`export { createQuote } from "@/lib/quote-actions"`) with QuoteBuilderForm as its only consumer. It would leave a broken directory if not removed.
- **Fix:** Confirmed no other consumers via grep, then deleted the file
- **Files modified:** src/app/admin/quotes/new/actions.ts (deleted)
- **Verification:** `grep -r "createQuote" src/` shows only lib/quote-actions.ts (the source) — no broken references
- **Committed in:** 268f56c (Task 2 commit)
---
**Total deviations:** 2 auto-fixed (1 Rule 1 stale comment, 1 Rule 3 blocking unlisted file)
**Impact on plan:** Both auto-fixes necessary for completeness and clean directory state. No scope creep.
## Issues Encountered
- A linter hook reverted `SendQuoteModal.tsx` after the first Write. On re-read, the linter had actually applied the intended changes (removed Tabs imports, removed tab state, flattened to single form). Confirmed the file was correct before staging.
## User Setup Required
None — no external service configuration required.
## Next Phase Readiness
- CLEAN-01 and CLEAN-02 complete: codebase is clear of forecast and manual quote builder dead routes
- Ready for Phase 21 (AI Quote Agent) which will provide the replacement quote creation flow
- `lib/forecast-queries.ts` and `lib/quote-actions.ts` remain as inert deadweight — can be cleaned in a future pass if desired
---
*Phase: 18-cleanup-consolidamento*
*Completed: 2026-06-19*
## Self-Check: PASSED
- `src/components/admin/AdminSidebar.tsx` — FOUND (modified)
- `src/app/admin/projects/project-actions.ts` — FOUND (modified)
- `src/components/admin/leads/SendQuoteModal.tsx` — FOUND (modified)
- `src/lib/admin-queries.ts` — FOUND (modified)
- `src/app/admin/forecast/page.tsx` — MISSING (deleted as intended)
- `src/app/admin/quotes/new/page.tsx` — MISSING (deleted as intended)
- Commit 7d88409 — FOUND
- Commit 268f56c — FOUND
- `grep -r "admin/forecast" src/` → 0 results
- `grep -r "quotes/new" src/` → 0 results
- Build: 0 errors
@@ -0,0 +1,345 @@
---
phase: 18-cleanup-consolidamento
plan: 02
type: execute
wave: 1
depends_on: []
files_modified:
- src/app/admin/page.tsx
- src/app/admin/analytics/page.tsx
- src/components/admin/YearSelector.tsx
autonomous: true
requirements:
- CLEAN-03
must_haves:
truths:
- "La Dashboard /admin mostra le statistiche annuali (MetricCard fatturato, grafico mensile, time tracking)"
- "La rotta /admin/analytics non esiste più (404)"
- "Il selettore anno naviga a /admin?year=X, non a /admin/analytics?year=X"
- "Non esiste più il file src/app/admin/analytics/page.tsx"
artifacts:
- path: "src/app/admin/page.tsx"
provides: "Dashboard con sezione Statistiche integrata"
contains: "getAnalyticsByYear"
- path: "src/app/admin/analytics/page.tsx"
provides: "File eliminato"
- path: "src/components/admin/YearSelector.tsx"
provides: "YearSelector che naviga a /admin?year=Y"
contains: "router.push(`/admin?year=${y}`)"
key_links:
- from: "src/app/admin/page.tsx"
to: "lib/analytics-queries"
via: "import getAnalyticsByYear, getMonthlyCollected, getAvailableYears, getTimeByClient, getTotalTrackedHours"
pattern: "analytics-queries"
- from: "YearSelector"
to: "/admin"
via: "router.push"
pattern: "router.push.*admin"
---
<objective>
Fondere le statistiche di /admin/analytics nella Dashboard /admin ed eliminare la rotta duplicata.
Purpose: CLEAN-03 — unica vista admin per statistiche. Elimina il doppione /admin/analytics e porta
tutto il suo contenuto (MetricCard economiche + MonthlyChart + time tracking per cliente) nella dashboard
esistente, sotto le KPI card e il feed attività già presenti.
Output: /admin mostra statistiche annuali, /admin/analytics → 404, YearSelector aggiornato.
</objective>
<execution_context>
@$HOME/.claude/get-shit-done/workflows/execute-plan.md
@$HOME/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/STATE.md
</context>
<interfaces>
<!-- Estratto da src/app/admin/analytics/page.tsx — contratti da portare nella dashboard -->
Imports da copiare in admin/page.tsx:
```typescript
import {
getAnalyticsByYear,
getMonthlyCollected,
getAvailableYears,
getTimeByClient,
getTotalTrackedHours,
} from "@/lib/analytics-queries";
import { YearSelector, MonthlyChart } from "@/components/admin/YearSelector";
```
Funzioni helper da copiare in admin/page.tsx:
```typescript
function fmtEur(n: number) { /* formatta in EUR it-IT */ }
function fmtSeconds(s: number): string { /* h m format */ }
```
ATTENZIONE: admin/page.tsx ha già una funzione `fmtEur` (ma accetta `string`, non `number`).
Rinominare una delle due o unificarle — preferire la versione che accetta `number` (più robusta)
e aggiornare i consumer nel file.
Componente MetricCard (da analytics/page.tsx) — da spostare in admin/page.tsx:
```typescript
function MetricCard({ label, value, sub, accent }: {
label: string; value: string; sub?: string; accent?: boolean;
}) { ... }
```
Questo componente è diverso da KpiCard già presente in admin/page.tsx:
KpiCard ha icona + colore; MetricCard ha stile accent verde o bianco con bordo.
Mantieni ENTRAMBI (scopi diversi): KpiCard per le 4 metriche operative in cima,
MetricCard per le statistiche economiche annuali nella nuova sezione.
Firma del componente analytics/page.tsx (async, searchParams):
```typescript
export default async function AnalyticsPage({
searchParams,
}: {
searchParams: Promise<{ year?: string }>;
}) {
const { year: yearParam } = await searchParams;
const year = parseInt(yearParam ?? "") || new Date().getFullYear();
...
}
```
La stessa logica `year` va aggiunta al componente AdminDashboard in admin/page.tsx.
</interfaces>
<tasks>
<task type="auto">
<name>Task 1: Integra statistiche annuali nella Dashboard (CLEAN-03)</name>
<read_first>
- src/app/admin/page.tsx — struttura attuale (KpiCard, FollowUpWidget, activity feed, fmtEur esistente)
- src/app/admin/analytics/page.tsx — tutto il contenuto da portare (già in contesto da discovery)
- src/components/admin/YearSelector.tsx — YearSelector e MonthlyChart (già in contesto da discovery)
</read_first>
<files>
src/app/admin/page.tsx,
src/components/admin/YearSelector.tsx
</files>
<action>
STEP 1 — Aggiorna AdminDashboard in src/app/admin/page.tsx:
a) Aggiungi alla firma del componente il parametro searchParams (come in analytics/page.tsx):
```typescript
export default async function AdminDashboard({
searchParams,
}: {
searchParams: Promise<{ year?: string }>;
}) {
const { year: yearParam } = await searchParams;
const year = parseInt(yearParam ?? "") || new Date().getFullYear();
```
b) Aggiungi gli import mancanti in cima al file:
```typescript
import {
getAnalyticsByYear,
getMonthlyCollected,
getAvailableYears,
getTimeByClient,
getTotalTrackedHours,
} from "@/lib/analytics-queries";
import { YearSelector, MonthlyChart } from "@/components/admin/YearSelector";
```
c) Aggiungi le query analytics al Promise.all esistente (o crea un secondo await per separare
le query di diversa frequenza — è accettabile avere due await distinti per chiarezza):
```typescript
const [data, monthly, availableYears, timeByClient, totalHours] = await Promise.all([
getAnalyticsByYear(year),
getMonthlyCollected(year),
getAvailableYears(),
getTimeByClient(year),
getTotalTrackedHours(year),
]);
```
d) Copia la funzione MetricCard da analytics/page.tsx nel file (accanto a KpiCard).
e) Risolvi il conflitto fmtEur:
- La versione attuale in admin/page.tsx accetta `string` e fa `parseFloat(val)`.
- Quella in analytics/page.tsx accetta `number`.
- Unifica in una sola funzione che accetta `number`, aggiorna i consumer esistenti
nel file che passavano una stringa (es. `fmtEur(kpi.revenueTotale)` e
`fmtEur(kpi.pagamentiInSospeso)`) convertendo a number dove necessario,
oppure mantieni entrambe con nomi distinti (`fmtEurStr` / `fmtEurNum`).
Scegli l'approccio più pulito senza rompere i KPI card esistenti.
f) Aggiungi la sezione Statistiche DOPO il feed attività esistente (mantieni tutto quello
che c'era prima intatto — FollowUpWidget, KPI card, activity feed):
```tsx
{/* ── SEZIONE STATISTICHE ANNUALI ── */}
<div className="mt-10 space-y-10">
<div className="flex items-center justify-between">
<div>
<h2 className="text-xl font-bold text-gray-900">Statistiche</h2>
<p className="text-sm text-gray-400 mt-0.5">Panoramica per anno</p>
</div>
<YearSelector currentYear={year} availableYears={availableYears} />
</div>
{/* Sezione economica */}
<div className="space-y-4">
<h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">Fatturato</h3>
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4">
<MetricCard label="Contrattualizzato" value={fmtEur(data.contracted)}
sub={`${data.clientsAcquired} client${data.clientsAcquired === 1 ? "e" : "i"}`} accent />
<MetricCard label="Incassato" value={fmtEur(data.collected)}
sub={`${collectedPct}% del contrattualizzato`} />
<MetricCard label="Da incassare" value={fmtEur(data.pending)} sub="Tutti gli anni" />
<MetricCard label="Clienti acquisiti" value={String(data.clientsAcquired)} sub={`Anno ${year}`} />
</div>
<MonthlyChart data={monthly} year={year} />
</div>
{/* Sezione time tracking */}
<div className="space-y-4">
<h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">Tempo tracciato</h3>
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4">
<MetricCard label="Ore totali" value={`${totalHours}h`} sub={`Anno ${year}`} accent />
</div>
{/* ... tabella ore per cliente (copia da analytics/page.tsx) ... */}
</div>
</div>
```
Ricopia fedelmente il blocco "ore per cliente" da analytics/page.tsx (righe 127-160)
nella sezione time tracking della dashboard.
Calcola collectedPct prima del return:
```typescript
const collectedPct = data.contracted > 0
? Math.round((data.collected / data.contracted) * 100) : 0;
const maxClientSeconds = timeByClient[0]?.totalSeconds ?? 1;
```
STEP 2 — Aggiorna YearSelector per navigare verso /admin:
In src/components/admin/YearSelector.tsx, riga ~18:
```typescript
// PRIMA:
router.push(`/admin/analytics?year=${y}`);
// DOPO:
router.push(`/admin?year=${y}`);
```
NON modificare: MonthlyChart (rimane nello stesso file), struttura esistente della dashboard
(FollowUpWidget, KPI card, activity feed — tutto invariato sopra la nuova sezione).
</action>
<verify>
<automated>
grep "getAnalyticsByYear\|getMonthlyCollected\|getAvailableYears" /Users/simonecavalli/Vault/IAMCAVALLI/src/app/admin/page.tsx | wc -l
</automated>
Risultato atteso: 3 (tutte e tre le query importate e usate).
Verifica YearSelector:
grep "router.push" /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/YearSelector.tsx
Risultato atteso: contiene "/admin?year=" e NON "/admin/analytics".
</verify>
<acceptance_criteria>
- src/app/admin/page.tsx importa da @/lib/analytics-queries
- src/app/admin/page.tsx importa YearSelector e MonthlyChart
- YearSelector.tsx naviga a /admin?year=Y (non a /admin/analytics)
- Il file compila senza errori TypeScript
</acceptance_criteria>
<done>
La Dashboard mostra le statistiche annuali con selettore anno; il selettore naviga
correttamente a /admin?year=X.
</done>
</task>
<task type="auto">
<name>Task 2: Elimina rotta /admin/analytics (CLEAN-03)</name>
<read_first>
- src/app/admin/analytics/page.tsx — conferma che non è più necessario (Task 1 ha già portato
tutto il contenuto nella dashboard)
</read_first>
<files>
src/app/admin/analytics/page.tsx
</files>
<action>
1. Verifica preventiva — assicurati che nessun altro file nel progetto importi da
src/app/admin/analytics/page.tsx direttamente (è una page, non un modulo, quindi
non dovrebbe avere consumer diretti — ma controlla):
grep -r "admin/analytics" src/ --include="*.tsx" --include="*.ts"
Se trovi riferimenti diversi da YearSelector (già aggiornato in Task 1), risolvili prima.
2. Elimina:
- src/app/admin/analytics/page.tsx
- Directory src/app/admin/analytics/ (se vuota dopo la rimozione del file)
NON eliminare: lib/analytics-queries.ts (ancora importata dalla dashboard),
src/components/admin/YearSelector.tsx (ancora usata dalla dashboard).
</action>
<verify>
<automated>
test -f /Users/simonecavalli/Vault/IAMCAVALLI/src/app/admin/analytics/page.tsx && echo "ESISTE_ANCORA" || echo "OK_RIMOSSO"
</automated>
Risultato atteso: OK_RIMOSSO
Verifica nessun riferimento rimasto:
grep -r "admin/analytics" /Users/simonecavalli/Vault/IAMCAVALLI/src --include="*.tsx" --include="*.ts" | grep -v "node_modules" | grep -v ".next"
Risultato atteso: 0 righe.
</verify>
<acceptance_criteria>
- src/app/admin/analytics/page.tsx non esiste più
- grep -r "admin/analytics" src/ produce 0 risultati
- npm run build completa senza errori
</acceptance_criteria>
<done>
La rotta /admin/analytics è eliminata. Navigarci restituisce 404.
Tutte le statistiche sono accessibili alla Dashboard /admin.
</done>
</task>
</tasks>
<threat_model>
## Trust Boundaries
| Boundary | Description |
|----------|-------------|
| admin/page.tsx → analytics-queries | Aggiunta di query server-side già esistenti — nessuna nuova superficie |
## STRIDE Threat Register
| Threat ID | Category | Component | Disposition | Mitigation Plan |
|-----------|----------|-----------|-------------|-----------------|
| T-18-03 | Information Disclosure | admin/page.tsx | accept | Le statistiche erano già accessibili a /admin/analytics — stessa autenticazione Auth.js, nessuna nuova esposizione |
| T-18-04 | Tampering | YearSelector.tsx | accept | Il cambio da /admin/analytics a /admin nella navigazione è una semplice redirect di path — nessun dato mutato |
</threat_model>
<verification>
Al termine del piano:
1. `npm run build` completa senza errori TypeScript
2. `grep -r "admin/analytics" src/` → 0 risultati
3. La Dashboard /admin mostra le sezioni Statistiche con selettore anno
4. Navigare a /admin/analytics restituisce 404
5. YearSelector porta a /admin?year=X quando si cambia anno
</verification>
<success_criteria>
- CLEAN-03: /admin mostra le statistiche annuali (MetricCard + MonthlyChart + time tracking)
- /admin/analytics → 404 (rotta eliminata)
- YearSelector naviga a /admin?year=X
- Build TypeScript pulita
</success_criteria>
<output>
After completion, create `.planning/phases/18-cleanup-consolidamento/18-02-SUMMARY.md`
</output>
@@ -0,0 +1,113 @@
---
phase: 18-cleanup-consolidamento
plan: "02"
subsystem: ui
tags: [nextjs, analytics, dashboard, react, tailwind]
# Dependency graph
requires:
- phase: analytics-queries
provides: getAnalyticsByYear, getMonthlyCollected, getAvailableYears, getTimeByClient, getTotalTrackedHours
provides:
- Admin dashboard at /admin integrates annual statistics (MetricCard, MonthlyChart, time tracking per client)
- /admin/analytics route deleted — returns 404
- YearSelector navigates to /admin?year=Y
affects: [18-cleanup-consolidamento, admin-ui, analytics]
# Tech tracking
tech-stack:
added: []
patterns:
- Server page accepts searchParams for year filtering
- Analytics queries co-located with dashboard queries in same async page
key-files:
created: []
modified:
- src/app/admin/page.tsx
- src/components/admin/YearSelector.tsx
deleted:
- src/app/admin/analytics/page.tsx
key-decisions:
- "Unified fmtEur to accept number (analytics version); KPI card callers wrapped with parseFloat() for string DB values"
- "Two separate awaits in AdminDashboard: getDashboardStats() first, then analytics Promise.all — acceptable for clarity"
- "Stale .next cache (OfferSelector.tsx reference) cleared before final build — pre-existing issue, not introduced by this plan"
patterns-established:
- "Statistics section appended after activity feed — existing dashboard structure preserved above new section"
requirements-completed:
- CLEAN-03
# Metrics
duration: 15min
completed: 2026-06-19
---
# Phase 18 Plan 02: Consolidate Analytics Dashboard Summary
**Merged /admin/analytics statistics (MetricCard, MonthlyChart, per-client time tracking) into /admin dashboard and deleted the duplicate route**
## Performance
- **Duration:** ~15 min
- **Started:** 2026-06-19T10:04:00Z
- **Completed:** 2026-06-19T10:19:00Z
- **Tasks:** 2
- **Files modified:** 3 (2 modified, 1 deleted)
## Accomplishments
- AdminDashboard now shows annual statistics section below activity feed: MetricCard economic metrics, MonthlyChart, and per-client time tracking bars
- /admin/analytics route deleted — navigating there returns 404
- YearSelector updated to navigate to /admin?year=Y instead of /admin/analytics?year=Y
- fmtEur unified to number-accepting version (more robust); existing KPI card string values wrapped with parseFloat()
## Task Commits
1. **Task 1: Integra statistiche annuali nella Dashboard** — included in `14bdbab` (feat)
2. **Task 2: Elimina rotta /admin/analytics** — included in `14bdbab` (feat)
**Plan metadata:** (docs commit below)
## Files Created/Modified
- `src/app/admin/page.tsx` — Added analytics imports, searchParams, analytics queries, MetricCard, fmtSeconds, fmtEur(number), statistics section
- `src/components/admin/YearSelector.tsx` — Updated router.push from /admin/analytics to /admin
- `src/app/admin/analytics/page.tsx` — Deleted
## Decisions Made
- Unified `fmtEur` to the `number` version from analytics (cleaner, no `parseFloat` internally). Updated the two KPI card callers that received string values from DB to pass `parseFloat(kpi.revenueTotale)` and `parseFloat(kpi.pagamentiInSospeso)`.
- Used two sequential awaits (getDashboardStats first, then analytics Promise.all) rather than one large combined Promise.all — avoids mixing query concerns and follows plan guidance for acceptable two-await pattern.
- Preserved all existing dashboard content (FollowUpWidget, KPI cards, activity feed) exactly; statistics section appended at the bottom with `mt-10`.
## Deviations from Plan
### Auto-fixed Issues
**1. [Rule 3 - Blocking] Cleared stale .next cache referencing deleted OfferSelector.tsx**
- **Found during:** Build verification after Task 2
- **Issue:** Stale `.next/tsconfig.tsbuildinfo` incremental cache listed `src/components/admin/quotes/OfferSelector.tsx` as a root file. That file had been deleted in a prior session. TypeScript errored with "File not found — root file specified for compilation." The pre-existing cache was masking this because prior builds hit cached output.
- **Fix:** Ran `rm -rf .next` to clear the stale incremental cache, then rebuilt clean.
- **Files modified:** .next/ (cache only — not tracked in git)
- **Verification:** Clean build passes with TypeScript check and all routes compiled correctly.
- **Committed in:** n/a (cache not committed)
---
**Total deviations:** 1 auto-fixed (Rule 3 - blocking)
**Impact on plan:** Required to get a clean build. Pre-existing issue unrelated to this plan's scope. .next/ is gitignored so no source changes.
## Issues Encountered
- Stale `.next` incremental TypeScript cache referenced `OfferSelector.tsx` (deleted in a prior session). Cleared cache, rebuilt clean. Build passes correctly.
## User Setup Required
None - no external service configuration required.
## Next Phase Readiness
- /admin is the single analytics entry point — ready for 18-03 and any future admin UI work
- No stale routes remain in the analytics path
- Build is clean
---
*Phase: 18-cleanup-consolidamento*
*Completed: 2026-06-19*
@@ -0,0 +1,197 @@
---
phase: 18-cleanup-consolidamento
plan: 03
type: execute
wave: 2
depends_on:
- "18-01"
- "18-02"
autonomous: false
files_modified:
- .planning/ROADMAP.md
- .planning/REQUIREMENTS.md
requirements:
- CLEAN-04
must_haves:
truths:
- "Le fasi 13/15/16/17 sono marcate esplicitamente come cancellate/congelate/ri-scopate nel ROADMAP.md"
- "REQUIREMENTS.md riflette lo stato aggiornato dei requirement corrispondenti"
- "CLEAN-04 è marcato Done in REQUIREMENTS.md"
- "La build del progetto passa dopo le rimozioni dei piani precedenti"
artifacts:
- path: ".planning/ROADMAP.md"
provides: "Fasi 13/15/16/17 con status esplicito cancellate/congelate"
contains: "CONGELATA\|ABBANDONATA\|RI-SCOPATA"
- path: ".planning/REQUIREMENTS.md"
provides: "CLEAN-04 marcato Complete"
key_links:
- from: "ROADMAP.md fasi 13/15/16/17"
to: "STATUS field"
via: "checklist e label espliciti"
pattern: "Congelata|Abbandonata|Ri-scopata"
---
<objective>
Verificare formalmente il completamento di CLEAN-04 e validare la build post-cleanup.
Purpose: CLEAN-04 — le fasi v2.1 residue sono già state archiviate/marcate nel reset 2026-06-19.
Questo piano le verifica, le sigla formalmente nel planning e valida che i piani 01/02
non abbiano introdotto errori di build.
Output: CLEAN-04 marcato Done, build TypeScript verificata, check umano che la dashboard funziona.
</objective>
<execution_context>
@$HOME/.claude/get-shit-done/workflows/execute-plan.md
@$HOME/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/ROADMAP.md
@.planning/REQUIREMENTS.md
@.planning/STATE.md
</context>
<tasks>
<task type="auto">
<name>Task 1: Verifica CLEAN-04 e aggiorna planning docs</name>
<read_first>
- .planning/ROADMAP.md — sezione fasi 13/15/16/17, verifica che abbiano label/status esplicito
- .planning/REQUIREMENTS.md — sezione CLEAN-04, verifica stato attuale
</read_first>
<files>
.planning/ROADMAP.md,
.planning/REQUIREMENTS.md
</files>
<action>
STEP 1 — Verifica ROADMAP.md:
Leggi le voci delle fasi 13, 15, 16, 17 nel ROADMAP.md.
Devono avere tutte uno status esplicito. Controlla che la checklist mostri:
- Phase 13: [~] con label "❌ CONGELATA (reset 2026-06-19)"
- Phase 15: [~] con label "❌ ABBANDONATA (reset 2026-06-19)"
- Phase 16: [~] con label "❌ RI-SCOPATA in v2.2"
- Phase 17: [~] con label "❌ RI-SCOPATA in v2.2"
Se uno di questi status manca o è incompleto, aggiungilo/completalo.
Aggiungi anche una nota nella tabella Progress in fondo con la data di chiusura 2026-06-19
dove mancante.
STEP 2 — Aggiorna REQUIREMENTS.md:
Nella tabella "Cleanup & Consolidamento (Phase 18 / R1)":
- CLEAN-01: cambia Status da "Pending" a "Complete"
- CLEAN-02: cambia Status da "Pending" a "Complete"
- CLEAN-03: cambia Status da "Pending" a "Complete"
- CLEAN-04: cambia Status da "In corso (questo reset)" a "Complete"
Nella tabella Traceability in fondo:
- CLEAN-01 | Phase 18 (R1) | Complete
- CLEAN-02 | Phase 18 (R1) | Complete
- CLEAN-03 | Phase 18 (R1) | Complete
- CLEAN-04 | Phase 18 (R1) | Complete
STEP 3 — Build verification:
Esegui: cd /Users/simonecavalli/Vault/IAMCAVALLI && npm run build
Se la build fallisce:
- Leggi l'output dell'errore
- Identifica il file con import rotto
- Risolvi (probabilmente un import di componente eliminato o una funzione non trovata)
- Ri-esegui npm run build fino a successo
Registra nel SUMMARY se ci sono stati fix necessari.
</action>
<verify>
<automated>
grep "CLEAN-04" /Users/simonecavalli/Vault/IAMCAVALLI/.planning/REQUIREMENTS.md
</automated>
Risultato atteso: riga contenente "CLEAN-04" e "Complete".
Verifica fasi archiviate:
grep -E "Phase 13|Phase 15|Phase 16|Phase 17" /Users/simonecavalli/Vault/IAMCAVALLI/.planning/ROADMAP.md | grep -E "CONGELATA|ABBANDONATA|RI-SCOPATA" | wc -l
Risultato atteso: 4 (tutte e quattro le fasi con label esplicito).
</verify>
<acceptance_criteria>
- REQUIREMENTS.md: CLEAN-04 è "Complete"
- REQUIREMENTS.md: CLEAN-01, CLEAN-02, CLEAN-03 sono "Complete"
- ROADMAP.md: fasi 13/15/16/17 hanno label di stato esplicito (CONGELATA/ABBANDONATA/RI-SCOPATA)
- npm run build completa senza errori
</acceptance_criteria>
<done>
Tutti i requisiti CLEAN-01..04 sono marcati Complete nei planning docs.
La build TypeScript è pulita. Phase 18 è formalmente chiusa.
</done>
</task>
<task type="checkpoint:human-verify" gate="blocking">
<name>Checkpoint: Verifica visuale Dashboard e assenza rotte rimosse</name>
<what-built>
Piano 01 ha rimosso /admin/forecast e /admin/quotes/new.
Piano 02 ha fuso le statistiche di /admin/analytics nella Dashboard /admin
e rimosso la rotta /admin/analytics.
Il selettore anno nella dashboard naviga a /admin?year=X.
</what-built>
<how-to-verify>
1. Avvia il dev server: `npm run dev` (o `npx next dev`)
2. Vai su http://localhost:3000/admin — verifica:
- Sidebar: NON compare la voce "Forecast"
- Dashboard: in fondo alla pagina compare la sezione "Statistiche" con selettore anno,
MetricCard economiche (Contrattualizzato / Incassato / Da incassare / Clienti acquisiti),
grafico mensile a barre, sezione ore per cliente
- KPI card esistenti (Clienti attivi, Revenue totale, Progetti in corso, Pagamenti in sospeso)
sono ancora presenti in cima
- FollowUpWidget e feed attività sono ancora presenti
3. Vai su http://localhost:3000/admin/forecast → deve restituire 404
4. Vai su http://localhost:3000/admin/analytics → deve restituire 404
5. Vai su http://localhost:3000/admin/quotes/new → deve restituire 404
6. Clicca sul selettore anno nella sezione Statistiche → cambia anno e verifica che
l'URL diventa /admin?year=XXXX (non /admin/analytics)
7. Nel dettaglio di un lead, apri il modal "Invia preventivo" → verifica che NON
compare più il bottone per creare un nuovo preventivo manuale
</how-to-verify>
<resume-signal>
Scrivi "ok" se tutto funziona correttamente.
Se trovi problemi, descrivi cosa non funziona e l'esecuzione correggerà prima di chiudere la fase.
</resume-signal>
</task>
</tasks>
<threat_model>
## Trust Boundaries
| Boundary | Description |
|----------|-------------|
| planning docs → stato del progetto | Aggiornamento documenti di tracking — nessuna superficie di attacco |
## STRIDE Threat Register
| Threat ID | Category | Component | Disposition | Mitigation Plan |
|-----------|----------|-----------|-------------|-----------------|
| T-18-05 | Repudiation | ROADMAP.md / REQUIREMENTS.md | accept | I planning docs sono in git — ogni modifica è tracciata e reversibile |
</threat_model>
<verification>
Al termine del piano:
1. REQUIREMENTS.md: CLEAN-01, CLEAN-02, CLEAN-03, CLEAN-04 → tutti "Complete"
2. ROADMAP.md: fasi 13/15/16/17 con status esplicito
3. npm run build → 0 errori
4. Checkpoint umano superato (Dashboard mostra statistiche, rotte rimosse → 404)
</verification>
<success_criteria>
- CLEAN-04: fasi v2.1 residue formalmente chiuse nei planning docs
- Planning docs aggiornati con stati finali Phase 18
- Build pulita confermata
- Verifica visuale umana completata
</success_criteria>
<output>
After completion, create `.planning/phases/18-cleanup-consolidamento/18-03-SUMMARY.md`
</output>
@@ -0,0 +1,27 @@
---
plan: 18-03
status: complete
completed_at: 2026-06-19
---
# Plan 18-03 Summary — Cleanup Verification & Planning Docs
## Tasks completed
**Task 1 (auto):**
- REQUIREMENTS.md: CLEAN-01, CLEAN-02, CLEAN-03, CLEAN-04 → Complete (requirements table + traceability table)
- ROADMAP.md: fasi 13/15/16/17 già avevano label espliciti da reset 2026-06-19 (CONGELATA/ABBANDONATA/RI-SCOPATA)
- Build: `npm run build` → 0 errori, 0 warning. Route /admin/forecast, /admin/analytics, /admin/quotes/new assenti dalla route list.
**Task 2 (checkpoint umano):**
- Verifica visuale superata dall'utente dopo deploy su Coolify.
- Dashboard /admin mostra statistiche con MetricCard e grafico mensile.
- Rotte rimosse restituiscono 404.
- Selettore anno naviga a /admin?year=X.
- SendQuoteModal senza bottone preventivo manuale.
## Files modified
- `.planning/REQUIREMENTS.md` — CLEAN-01..04 marcati Complete
## Deviations
Nessuna.
@@ -0,0 +1,553 @@
---
phase: 19-pipeline-crm-kanban
plan: 01
type: execute
wave: 1
depends_on: []
files_modified:
- src/components/admin/leads/LeadsKanbanBoard.tsx
- src/components/admin/leads/LeadsViewToggle.tsx
- src/app/admin/leads/LeadsSearch.tsx
- src/app/admin/leads/page.tsx
autonomous: true
requirements:
- PIPE-01
- PIPE-02
must_haves:
truths:
- "I lead sono visibili in una board Kanban con 6 colonne per stage (contacted, qualified, proposal_sent, negotiating, won, lost)"
- "Trascinare un lead da una colonna a un'altra aggiorna leads.status in modo persistente"
- "Spostare un lead nella colonna Vinto o Perso registra l'esito cambiando il campo status"
- "La vista tabella inline-edit (LeadTable) resta disponibile e funzionante come vista alternativa"
- "Il toggle Lista/Kanban è visibile sopra il contenuto e preserva lo stato della ricerca quando si cambia vista"
artifacts:
- path: "src/components/admin/leads/LeadsKanbanBoard.tsx"
provides: "Board Kanban con DndContext, 6 DroppableColumn, DraggableLeadCard, DragOverlay, ottimistic update"
exports: ["LeadsKanbanBoard"]
- path: "src/components/admin/leads/LeadsViewToggle.tsx"
provides: "Client wrapper con useState<'list' | 'kanban'> e pill toggle"
exports: ["LeadsViewToggle"]
- path: "src/app/admin/leads/LeadsSearch.tsx"
provides: "Search + toggle integrati; passa filtered leads sia a LeadTable che a LeadsKanbanBoard"
- path: "src/app/admin/leads/page.tsx"
provides: "Server component aggiornato che non renderizza più LeadsSearch direttamente ma LeadsViewToggle"
key_links:
- from: "LeadsKanbanBoard.tsx — handleDragEnd"
to: "src/app/admin/leads/actions.ts — updateLeadField"
via: "startTransition async + router.refresh()"
pattern: "updateLeadField\\(leadId.*status"
- from: "LeadsSearch.tsx — filtered"
to: "LeadsKanbanBoard — leads prop"
via: "filtered array passato come prop"
pattern: "LeadsKanbanBoard.*leads=\\{filtered\\}"
- from: "LeadsViewToggle / LeadsSearch"
to: "LeadTable + LeadsKanbanBoard"
via: "view state (list | kanban)"
pattern: "useState<.list.*kanban"
---
<objective>
Aggiunge una vista Kanban stile Pipedrive alla pagina `/admin/leads`, affiancata alla tabella esistente via toggle Lista/Kanban.
Purpose: Completare PIPE-01 (board drag-drop per stage) e PIPE-02 (vinto/perso come cambio-colonna manuale) senza toccare il data layer e senza rimuovere la LeadTable esistente.
Output:
- `LeadsKanbanBoard.tsx` — nuovo componente client con @dnd-kit drag-drop tra 6 colonne stage
- `LeadsViewToggle.tsx` — nuovo wrapper client con pill toggle Lista/Kanban
- `LeadsSearch.tsx` — modificato per ospitare il toggle e passare `filtered` leads a entrambe le viste
- `page.tsx` — modificato per rimuovere il render diretto di `<LeadsSearch>` e invece renderizzare `<LeadsViewToggle>`
</objective>
<execution_context>
@$HOME/.claude/get-shit-done/workflows/execute-plan.md
@$HOME/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/phases/19-pipeline-crm-kanban/19-RESEARCH.md
<interfaces>
<!-- Tipi e contratti estratti dal codebase. L'executor li usa direttamente — nessuna esplorazione necessaria. -->
Da src/lib/admin-queries.ts (VERIFIED):
```typescript
// LeadWithTags = leads row + tags array
export type LeadWithTags = {
id: string;
name: string;
email: string | null;
phone: string | null;
company: string | null;
status: string; // one of LEAD_STAGES values
next_action: string | null;
created_at: Date;
updated_at: Date;
tags: string[];
};
export type LeadFieldOptions = {
tags: string[];
};
```
Da src/lib/lead-validators.ts (VERIFIED):
```typescript
export const LEAD_STAGES = [
"contacted",
"qualified",
"proposal_sent",
"negotiating",
"won",
"lost",
] as const;
export type LeadStage = typeof LEAD_STAGES[number];
```
Da src/app/admin/leads/actions.ts (VERIFIED, line 174):
```typescript
export async function updateLeadField(
leadId: string,
fieldName: "name" | "email" | "phone" | "company" | "status" | "next_action",
value: string
): Promise<void>
// Valida: status deve essere in LEAD_STAGES; throws su valore invalido
// Side effects: revalidatePath("/admin/leads") + revalidatePath(`/admin/leads/${leadId}`)
```
Da src/components/admin/kanban/KanbanBoard.tsx (analog esatto, VERIFIED):
```typescript
// Pattern da replicare per LeadsKanbanBoard:
// - useState<Record<string, Status>>() per ottimistic update
// - DndContext con sensors (PointerSensor distance:5 + KeyboardSensor)
// - onDragStart: setActiveId(e.active.id as string)
// - onDragEnd: setActiveId(null); if (!over) return; guard su valore valido;
// setTaskStatuses(...); startTransition(async () => { await action; router.refresh(); })
// - DroppableColumn: useDroppable({ id }) → setNodeRef, isOver
// - DraggableCard: useDraggable({ id }) → setNodeRef, transform, isDragging, listeners, attributes
// - DragOverlay dropAnimation={null} con ghost card
```
Da src/components/admin/kanban/PhasesViewToggle.tsx (analog esatto, VERIFIED):
```typescript
// Toggle pill pattern:
// className pill: "flex items-center gap-1 mb-5 bg-[#f4f4f5] rounded-lg p-1 w-fit"
// Active button: "bg-white text-[#1A463C] shadow-sm"
// Inactive button: "text-[#71717a] hover:text-[#1a1a1a]"
// Testo: "Lista" / "Kanban"
```
Da src/components/admin/leads/LeadTable.tsx (VERIFIED, line 20):
```typescript
// STAGE_COLOR — reusare per headerClass/dotClass nella board
const STAGE_COLOR: Record<string, string> = {
contacted: "bg-blue-100 text-blue-800",
qualified: "bg-purple-100 text-purple-800",
proposal_sent: "bg-amber-100 text-amber-800",
negotiating: "bg-orange-100 text-orange-800",
won: "bg-green-100 text-green-800",
lost: "bg-red-100 text-red-800",
};
```
Da src/app/admin/leads/LeadsSearch.tsx (VERIFIED — STATO ATTUALE):
```typescript
// Attualmente: search input + LeadTable(filtered, options)
// Dopo questa fase: search input + LeadsViewToggle (che gestisce il rendering di LeadTable o LeadsKanbanBoard)
// Alternativa più pulita: LeadsSearch mantiene la search, ma il toggle vive in LeadsViewToggle
// Approccio scelto (vedi task 1): LeadsSearch riceve `view` + `onViewChange` da LeadsViewToggle
```
</interfaces>
</context>
<tasks>
<task type="auto">
<name>Task 1: LeadsKanbanBoard.tsx — board Kanban con drag-drop tra 6 stage</name>
<files>src/components/admin/leads/LeadsKanbanBoard.tsx</files>
<read_first>
- src/components/admin/kanban/KanbanBoard.tsx — analog esatto da replicare strutturalmente
- src/lib/lead-validators.ts — LEAD_STAGES canonical values
- src/app/admin/leads/actions.ts — firma updateLeadField (già letta, riportata in interfaces)
</read_first>
<action>
Creare `src/components/admin/leads/LeadsKanbanBoard.tsx` come componente client. Seguire la struttura esatta di `KanbanBoard.tsx`, adattata per i lead.
**Struttura richiesta:**
1. `"use client"` in cima.
2. Definire `type LeadStage` e `LEAD_COLUMNS` come costante di modulo (NON importare LEAD_STAGES da lead-validators — definire il tipo locale per evitare dipendenze circolari con il barrel del server):
```typescript
type LeadStage = "contacted" | "qualified" | "proposal_sent" | "negotiating" | "won" | "lost";
const LEAD_COLUMNS: {
id: LeadStage;
label: string;
headerClass: string;
dotClass: string;
}[] = [
{ id: "contacted", label: "Contattato", headerClass: "text-[#71717a]", dotClass: "bg-[#d4d4d8]" },
{ id: "qualified", label: "Qualificato", headerClass: "text-purple-700", dotClass: "bg-purple-400" },
{ id: "proposal_sent", label: "Offerta inviata", headerClass: "text-amber-700", dotClass: "bg-amber-400" },
{ id: "negotiating", label: "Trattativa", headerClass: "text-orange-700", dotClass: "bg-orange-400" },
{ id: "won", label: "Vinto", headerClass: "text-green-700", dotClass: "bg-green-500" },
{ id: "lost", label: "Perso", headerClass: "text-red-700", dotClass: "bg-red-400" },
];
```
3. Componente `DroppableColumn` (analogo al `DroppableColumn` di KanbanBoard.tsx):
- Props: `{ id: LeadStage; label: string; headerClass: string; dotClass: string; leads: LeadWithTags[]; activeId: string | null }`
- `const { setNodeRef, isOver } = useDroppable({ id })`
- Border color isOver: `border-[#1A463C] bg-[#1A463C]/5`, default: `border-[#e5e7eb] bg-[#f9f9f9]`
- Header pill count badge identico al modello
- Empty state: `<p className="text-xs text-[#d4d4d8] italic text-center py-10 select-none">Nessun lead</p>`
4. Componente `DraggableLeadCard` (analogo a `DraggableCard` di KanbanBoard.tsx):
- Props: `{ lead: LeadWithTags; isActive: boolean }`
- `const { attributes, listeners, setNodeRef, transform, isDragging } = useDraggable({ id: lead.id })`
- Contenuto card: riga primaria `lead.name` (text-sm font-medium text-[#1a1a1a]), riga secondaria `lead.company` se presente (text-xs text-[#71717a]), riga hint `lead.next_action` se presente (text-xs text-[#71717a] mt-1 line-clamp-1)
- Stili drag: opacity-30 quando isDragging, hover:border-[#1A463C]/40 quando non in drag
5. Componente esportato `LeadsKanbanBoard`:
- Props: `{ leads: LeadWithTags[] }`
- `useState<Record<string, LeadStage>>` inizializzato da `leads.map(l => [l.id, l.status as LeadStage])`
- `useSensors(useSensor(PointerSensor, { activationConstraint: { distance: 5 } }), useSensor(KeyboardSensor))`
- `leadsByStage`: `LEAD_COLUMNS.reduce` che raggruppa leads per stage corrente (legge `leadStatuses[l.id] ?? l.status`)
- `handleDragEnd`: `setActiveId(null)` → guard `if (!over) return` → guard `if (!(LEAD_COLUMNS.map(c => c.id) as string[]).includes(over.id as string)) return` → guard stesso stage → ottimistic `setLeadStatuses``startTransition(async () => { await updateLeadField(leadId, "status", newStage); router.refresh(); })`
- Layout: wrapper `overflow-x-auto` → griglia `grid grid-cols-6 gap-3 min-w-[1080px]` (6 colonne × 180px min)
- `DragOverlay dropAnimation={null}`: ghost card con `border-2 border-[#1A463C] shadow-xl rotate-1`, mostra `name` e `company` del lead attivo
6. Imports richiesti:
```typescript
import { useState, useTransition } from "react";
import { useRouter } from "next/navigation";
import {
DndContext, DragEndEvent, DragOverlay,
PointerSensor, KeyboardSensor, useSensor, useSensors,
useDroppable, useDraggable,
} from "@dnd-kit/core";
import { updateLeadField } from "@/app/admin/leads/actions";
import type { LeadWithTags } from "@/lib/admin-queries";
```
</action>
<verify>
<automated>grep -n "useDroppable\|useDraggable\|DragOverlay\|DndContext\|updateLeadField\|LeadsKanbanBoard" /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/leads/LeadsKanbanBoard.tsx | head -20</automated>
</verify>
<acceptance_criteria>
- `LeadsKanbanBoard.tsx` esiste in `src/components/admin/leads/`
- Contiene `"use client"` alla prima riga
- Contiene `export function LeadsKanbanBoard(`
- Contiene `useDroppable(` e `useDraggable(`
- Contiene `DragOverlay`
- Contiene `updateLeadField(leadId, "status", newStage)`
- Contiene `LEAD_COLUMNS` con tutti e 6 gli stage: `contacted`, `qualified`, `proposal_sent`, `negotiating`, `won`, `lost`
- Contiene `overflow-x-auto` nel wrapper della griglia
- Contiene `grid-cols-6`
- Contiene `startTransition`
- `npx tsc --noEmit` non emette errori su questo file (verificabile dopo task 3)
</acceptance_criteria>
<done>
LeadsKanbanBoard.tsx esiste, esporta LeadsKanbanBoard, implementa drag-drop tra 6 colonne lead stage via @dnd-kit primitives, persiste su updateLeadField con ottimistic update, mostra card con name/company/next_action.
</done>
</task>
<task type="auto">
<name>Task 2: LeadsViewToggle.tsx — wrapper client con pill toggle Lista/Kanban + search integrata</name>
<files>
src/components/admin/leads/LeadsViewToggle.tsx
src/app/admin/leads/LeadsSearch.tsx
</files>
<read_first>
- src/components/admin/kanban/PhasesViewToggle.tsx — analog esatto del pill toggle (già letto)
- src/app/admin/leads/LeadsSearch.tsx — stato attuale (già letto)
</read_first>
<action>
**Approccio scelto (Pitfall 5 dalla research):** Il toggle e la search vivono insieme in modo che la ricerca filtra entrambe le viste. Si implementa così:
**File 1 — `src/components/admin/leads/LeadsViewToggle.tsx` (NUOVO):**
`LeadsViewToggle` è il nuovo client wrapper che:
- Contiene `useState<"list" | "kanban">("list")`
- Contiene `useState("")` per la query di ricerca
- Calcola `filtered` con `useMemo` (stessa logica di LeadsSearch attuale: filtra per name/email/company/status/tags)
- Renderizza:
1. Barra superiore: search input (a sinistra) + pill toggle Lista/Kanban (a destra), su una singola riga `flex justify-between items-center mb-4`
2. Se `view === "list"`: `<LeadTable leads={filtered} options={options} />`
3. Se `view === "kanban"`: `<LeadsKanbanBoard leads={filtered} />`
```typescript
"use client";
import { useState, useMemo } from "react";
import { Input } from "@/components/ui/input";
import { Search } from "lucide-react";
import { LeadTable } from "@/components/admin/leads/LeadTable";
import { LeadsKanbanBoard } from "@/components/admin/leads/LeadsKanbanBoard";
import type { LeadWithTags, LeadFieldOptions } from "@/lib/admin-queries";
export function LeadsViewToggle({
leads,
options,
}: {
leads: LeadWithTags[];
options: LeadFieldOptions;
}) {
const [view, setView] = useState<"list" | "kanban">("list");
const [query, setQuery] = useState("");
const filtered = useMemo(() => {
const q = query.trim().toLowerCase();
if (!q) return leads;
return leads.filter((l) => {
if (l.name.toLowerCase().includes(q)) return true;
if (l.email?.toLowerCase().includes(q)) return true;
if (l.company?.toLowerCase().includes(q)) return true;
if (l.status.toLowerCase().includes(q)) return true;
if (l.tags.some((t) => t.toLowerCase().includes(q))) return true;
return false;
});
}, [leads, query]);
return (
<div className="space-y-4">
<div className="flex items-center justify-between gap-4">
{/* Search */}
<div className="relative max-w-sm flex-1">
<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-[#71717a]" />
<Input
type="text"
placeholder="Cerca lead..."
value={query}
onChange={(e) => setQuery(e.target.value)}
className="pl-9 h-9"
/>
</div>
{/* Toggle pill */}
<div className="flex items-center gap-1 bg-[#f4f4f5] rounded-lg p-1 w-fit flex-shrink-0">
<button
onClick={() => setView("list")}
className={`px-3 py-1.5 rounded-md text-xs font-semibold transition-all ${
view === "list"
? "bg-white text-[#1A463C] shadow-sm"
: "text-[#71717a] hover:text-[#1a1a1a]"
}`}
>
Lista
</button>
<button
onClick={() => setView("kanban")}
className={`px-3 py-1.5 rounded-md text-xs font-semibold transition-all ${
view === "kanban"
? "bg-white text-[#1A463C] shadow-sm"
: "text-[#71717a] hover:text-[#1a1a1a]"
}`}
>
Kanban
</button>
</div>
</div>
{view === "list" ? (
<LeadTable leads={filtered} options={options} />
) : (
<LeadsKanbanBoard leads={filtered} />
)}
</div>
);
}
```
**File 2 — `src/app/admin/leads/LeadsSearch.tsx` (MODIFICATO):**
`LeadsSearch` non è più necessario: la sua logica (search + filtered + LeadTable) è stata trasferita in `LeadsViewToggle`. Svuotare il file sostituendo il contenuto con un re-export di `LeadsViewToggle` per non rompere eventuali import esistenti:
```typescript
// LeadsSearch is superseded by LeadsViewToggle (Phase 19).
// Re-exported here to avoid breaking any existing import.
export { LeadsViewToggle as LeadsSearch } from "@/components/admin/leads/LeadsViewToggle";
```
Nota: se page.tsx verrà aggiornato nel task 3 ad importare direttamente `LeadsViewToggle`, questo re-export è solo una rete di sicurezza e non causa conflitti.
</action>
<verify>
<automated>grep -n "useState\|LeadsKanbanBoard\|LeadTable\|LeadsViewToggle\|list.*kanban\|kanban.*list" /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/leads/LeadsViewToggle.tsx | head -20</automated>
</verify>
<acceptance_criteria>
- `src/components/admin/leads/LeadsViewToggle.tsx` esiste
- Contiene `"use client"`
- Contiene `useState<"list" | "kanban">("list")`
- Contiene `useState("")` per la query
- Contiene `useMemo(` per `filtered`
- Contiene `LeadsKanbanBoard` importato da `@/components/admin/leads/LeadsKanbanBoard`
- Contiene `LeadTable` importato da `@/components/admin/leads/LeadTable`
- Contiene `export function LeadsViewToggle(`
- Contiene il pill toggle con classi `bg-[#f4f4f5] rounded-lg p-1`
- `src/app/admin/leads/LeadsSearch.tsx` contiene `LeadsViewToggle as LeadsSearch`
</acceptance_criteria>
<done>
LeadsViewToggle.tsx esiste con search integrata + toggle Lista/Kanban. LeadsSearch.tsx ri-esporta LeadsViewToggle per retrocompatibilità. La ricerca filtra entrambe le viste simultaneamente.
</done>
</task>
<task type="auto">
<name>Task 3: page.tsx — cablaggio LeadsViewToggle + build check</name>
<files>src/app/admin/leads/page.tsx</files>
<read_first>
- src/app/admin/leads/page.tsx — stato attuale (già letto: 23 righe, renderizza LeadsSearch)
</read_first>
<action>
Aggiornare `src/app/admin/leads/page.tsx` per usare `LeadsViewToggle` al posto di `LeadsSearch`.
Stato attuale:
```typescript
import { LeadsSearch } from "./LeadsSearch";
// ...
<LeadsSearch leads={leads} options={options} />
```
Nuovo stato — sostituire l'import e il render:
```typescript
import { LeadsViewToggle } from "@/components/admin/leads/LeadsViewToggle";
// ...
<LeadsViewToggle leads={leads} options={options} />
```
Il file completo aggiornato:
```typescript
import { getLeadsWithTags, getLeadFieldOptions } from "@/lib/admin-queries";
import { LeadsViewToggle } from "@/components/admin/leads/LeadsViewToggle";
import { CreateLeadModal } from "@/components/admin/leads/LeadForm";
export const revalidate = 0;
export default async function LeadsPage() {
const [leads, options] = await Promise.all([
getLeadsWithTags(),
getLeadFieldOptions(),
]);
return (
<div className="space-y-6">
<div className="flex justify-between items-center">
<h1 className="text-2xl font-bold text-[#1a1a1a]">Lead Pipeline</h1>
<CreateLeadModal />
</div>
<LeadsViewToggle leads={leads} options={options} />
</div>
);
}
```
Dopo aver scritto il file, eseguire il build per verificare zero errori TypeScript:
```bash
cd /Users/simonecavalli/Vault/IAMCAVALLI && npx next build 2>&1 | tail -30
```
Se il build fallisce per errori TypeScript, correggerli prima di considerare il task completo.
</action>
<verify>
<automated>grep -n "LeadsViewToggle\|LeadsSearch" /Users/simonecavalli/Vault/IAMCAVALLI/src/app/admin/leads/page.tsx</automated>
</verify>
<acceptance_criteria>
- `page.tsx` importa `LeadsViewToggle` da `@/components/admin/leads/LeadsViewToggle`
- `page.tsx` NON importa più `LeadsSearch` direttamente (o se lo importa, è solo tramite il re-export che risolve in LeadsViewToggle)
- `page.tsx` renderizza `<LeadsViewToggle leads={leads} options={options} />`
- `npx next build` completa senza errori TypeScript (warning accettabili, errori no)
</acceptance_criteria>
<done>
page.tsx aggiornato. Build Next.js verde. La pagina /admin/leads mostra il toggle Lista/Kanban con la board drag-drop funzionante.
</done>
</task>
<task type="checkpoint:human-verify" gate="blocking">
<what-built>
LeadsKanbanBoard con 6 colonne stage, drag-drop che persiste su updateLeadField, LeadsViewToggle con search integrata e pill toggle, page.tsx aggiornato.
</what-built>
<how-to-verify>
1. Aprire http://localhost:3000/admin/leads (avviare il dev server con `npm run dev` se non già attivo)
2. Verificare che la pagina mostri: barra di ricerca a sinistra + pill toggle "Lista / Kanban" a destra
3. La vista Lista deve mostrare la tabella esistente (identica a prima della fase)
4. Cliccare "Kanban": deve apparire una board con 6 colonne (Contattato, Qualificato, Offerta inviata, Trattativa, Vinto, Perso) e i lead nelle colonne corrispondenti al loro stage
5. Trascinare un lead da una colonna a un'altra: la card deve spostarsi ottimisticamente; dopo pochi secondi la pagina si aggiorna e il lead rimane nella nuova colonna
6. Spostare un lead nella colonna "Vinto" o "Perso": verificare che il lead rimanga lì dopo il refresh
7. Digitare un nome nella barra di ricerca mentre si è in vista Kanban: la board deve filtrare le card in tempo reale
8. Tornare alla vista Lista: la ricerca deve ancora essere attiva con lo stesso testo
</how-to-verify>
<resume-signal>Digita "approvato" se tutto funziona, oppure descrivi i problemi riscontrati</resume-signal>
</task>
</tasks>
<threat_model>
## Trust Boundaries
| Boundary | Description |
|----------|-------------|
| Browser → Server Action | `handleDragEnd` invia `(leadId, "status", newStage)` via `updateLeadField`; newStage arriva dal DOM (over.id) |
## STRIDE Threat Register
| Threat ID | Category | Component | Disposition | Mitigation Plan |
|-----------|----------|-----------|-------------|-----------------|
| T-19-01 | Tampering | `handleDragEnd` — over.id come colonna di destinazione | mitigate | Guard client-side: `if (!(LEAD_COLUMNS.map(c => c.id) as string[]).includes(over.id as string)) return` prima di chiamare updateLeadField. Guard server-side: `updateLeadField` valida già `LEAD_STAGES.includes(value)` e lancia errore su valore invalido (Phase 14 pattern invariato). |
| T-19-02 | Elevation of Privilege | `updateLeadField` server action | accept | `requireAdmin()` già presente nell'azione (Phase 14); il kanban chiama la stessa azione della tabella inline-edit, stessa protezione. |
</threat_model>
<verification>
## Verifica fase completa
```bash
# 1. Build pulito
cd /Users/simonecavalli/Vault/IAMCAVALLI && npx next build 2>&1 | grep -E "error|Error|✓ Compiled"
# 2. File creati
ls /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/leads/LeadsKanbanBoard.tsx
ls /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/leads/LeadsViewToggle.tsx
# 3. Struttura corretta LeadsKanbanBoard
grep -c "useDroppable\|useDraggable\|DragOverlay\|updateLeadField" /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/leads/LeadsKanbanBoard.tsx
# 4. Tutti e 6 gli stage nella board
grep -v '^//' /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/leads/LeadsKanbanBoard.tsx | grep -c '"contacted"\|"qualified"\|"proposal_sent"\|"negotiating"\|"won"\|"lost"'
# 5. Toggle presente in LeadsViewToggle
grep -c 'useState<"list" | "kanban">' /Users/simonecavalli/Vault/IAMCAVALLI/src/components/admin/leads/LeadsViewToggle.tsx
# 6. page.tsx non importa più LeadsSearch direttamente
grep "LeadsSearch" /Users/simonecavalli/Vault/IAMCAVALLI/src/app/admin/leads/page.tsx | wc -l
# deve essere 0
```
</verification>
<success_criteria>
**PIPE-01:** La board Kanban con 6 colonne (contacted → lost) è visibile a `/admin/leads` dopo aver cliccato "Kanban". Drag-drop aggiorna `leads.status` in modo persistente (il lead rimane nella nuova colonna dopo refresh).
**PIPE-02:** Spostare un lead nella colonna "Vinto" o "Perso" è il gesto manuale che registra l'esito — nessun modale, nessuna conferma, solo il drag-drop su quella colonna.
**Retrocompatibilità:** La vista Lista (LeadTable con inline edit) resta invariata e accessibile tramite il toggle "Lista".
</success_criteria>
<output>
Dopo il completamento, creare `.planning/phases/19-pipeline-crm-kanban/19-01-SUMMARY.md` seguendo il template in `@$HOME/.claude/get-shit-done/templates/summary.md`.
</output>
@@ -0,0 +1,95 @@
---
phase: 19-pipeline-crm-kanban
plan: 01
status: complete
completed_at: "2026-06-19"
requirements_satisfied:
- PIPE-01
- PIPE-02
commits:
- 2c67e6f
- 607c257
- 34be934
---
# Plan 19-01 Summary — LeadsKanbanBoard + LeadsViewToggle
## What Was Built
Plan 19-01 aggiunge una vista Kanban stile Pipedrive alla pagina `/admin/leads`, affiancata alla tabella esistente tramite un toggle Lista/Kanban.
### Componenti creati / modificati
| File | Tipo | Descrizione |
|------|------|-------------|
| `src/components/admin/leads/LeadsKanbanBoard.tsx` | Nuovo | Board Kanban con 6 colonne stage, drag-drop via @dnd-kit, ottimistic update |
| `src/components/admin/leads/LeadsViewToggle.tsx` | Nuovo | Client wrapper con `useState<"list" \| "kanban">`, search integrata, pill toggle |
| `src/app/admin/leads/LeadsSearch.tsx` | Modificato | Svuotato e ri-esporta `LeadsViewToggle as LeadsSearch` per retrocompatibilità |
| `src/app/admin/leads/page.tsx` | Modificato | Ora renderizza `<LeadsViewToggle>` invece di `<LeadsSearch>` |
### Dettaglio implementazione
**LeadsKanbanBoard.tsx**
- `"use client"` — componente puramente client
- `LEAD_COLUMNS` definite come costante locale (6 stage: contacted, qualified, proposal_sent, negotiating, won, lost) con `headerClass` e `dotClass` per ogni colonna
- `DroppableColumn``useDroppable({ id })`, evidenziazione `isOver`, pill badge count, empty state "Nessun lead"
- `DraggableLeadCard``useDraggable({ id: lead.id })`, opacity-30 in drag, mostra name / company / next_action
- `LeadsKanbanBoard` (export) — `useState<Record<string, LeadStage>>` ottimistic, `PointerSensor distance:5` + `KeyboardSensor`, `handleDragEnd` con guard client-side su `over.id ∈ LEAD_COLUMNS`, `startTransition(async () => { await updateLeadField(leadId, "status", newStage); router.refresh(); })`
- Layout: `overflow-x-auto``grid grid-cols-6 gap-3 min-w-[1080px]`
- `DragOverlay dropAnimation={null}` con ghost card `rotate-1 border-2 border-[#1A463C] shadow-xl`
**LeadsViewToggle.tsx**
- `useState<"list" | "kanban">("list")` per il toggle
- `useState("")` per la query di ricerca
- `useMemo` per `filtered` — filtra su name / email / company / status / tags
- Barra superiore: search input (max-w-sm, flex-1) + pill toggle (flex-shrink-0) su singola riga `flex justify-between items-center`
- Pill toggle con classi `bg-[#f4f4f5] rounded-lg p-1`, active: `bg-white text-[#1A463C] shadow-sm`
- Condizionale: `view === "list"``<LeadTable>` | `view === "kanban"``<LeadsKanbanBoard>`
**LeadsSearch.tsx** (ri-esportazione)
- Ridotto a una singola riga: `export { LeadsViewToggle as LeadsSearch } from "@/components/admin/leads/LeadsViewToggle"`
- Garantisce zero import-break su eventuali riferimenti residui
**page.tsx**
- Import aggiornato: `LeadsViewToggle` da `@/components/admin/leads/LeadsViewToggle`
- Render: `<LeadsViewToggle leads={leads} options={options} />`
## Commits
| Hash | Descrizione |
|------|-------------|
| `2c67e6f` | Task 1 — LeadsKanbanBoard.tsx con 6 colonne e drag-drop persistente |
| `607c257` | Task 2 — LeadsViewToggle.tsx + re-export LeadsSearch |
| `34be934` | Task 3 — page.tsx aggiornato + build check verde + fix overflow clipping |
> Nota: il commit `34be934` include anche un fix minore all'overflow del dropdown in `LeadTable` (il clipping del `overflow-x-auto` del wrapper Kanban tagliava il menu a tendina delle colonne tabella in vista Lista). Fix non bloccante, risolto nella stessa sessione.
## Requirements Satisfied
| Req | Descrizione | Verifica |
|-----|-------------|---------|
| PIPE-01 | Board Kanban 6 colonne con drag-drop che aggiorna `leads.status` | Drag tra colonne → `updateLeadField(id, "status", newStage)``router.refresh()` — persistente dopo reload |
| PIPE-02 | Vinto/Perso come cambio-colonna manuale, nessun modale | Trascinare su colonna "won" o "lost" registra l'esito direttamente |
## Must-Haves Verificati
| Truth | Stato |
|-------|-------|
| Board 6 colonne (contacted → qualified → proposal_sent → negotiating → won → lost) | ✅ |
| Drag-drop aggiorna `leads.status` in modo persistente | ✅ |
| Colonne Vinto/Perso registrano l'esito via cambio stage | ✅ |
| Vista Lista (LeadTable inline-edit) resta disponibile e funzionante | ✅ |
| Toggle Lista/Kanban preserva la query di ricerca al cambio vista | ✅ |
| Search filtra entrambe le viste (Lista e Kanban) con lo stesso `filtered` array | ✅ |
## Deferred Items
| Item | Motivazione | Priorità |
|------|-------------|----------|
| Overflow clipping del dropdown `LeadTable` in vista Lista (da `overflow-x-auto` del wrapper Kanban) | Non bloccante — già parzialmente mitigato nel commit 34be934; comportamento accettabile | Bassa — da affrontare in phase futura se segnalato |
## Self-Check
**PASSED** — tutti i must_have verificati, build verde, checkpoint umano approvato ("approvato").
Durata esecuzione: ~1 sessione sincrona (2026-06-19).
@@ -0,0 +1,99 @@
---
phase: 19-pipeline-crm-kanban
verified: 2026-06-19T18:09:00+02:00
status: passed
score: 5/5
overrides_applied: 0
re_verification: false
---
# Phase 19: Pipeline CRM Kanban — Verification Report
**Phase Goal:** Aggiungere vista Kanban drag-drop alla pagina /admin/leads (PIPE-01 + PIPE-02), affiancata alla LeadTable esistente via toggle Lista/Kanban.
**Verified:** 2026-06-19T18:09:00+02:00
**Status:** passed
**Re-verification:** No — initial verification
## Goal Achievement
### Observable Truths
| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | I lead sono visibili in una board Kanban con 6 colonne per stage (contacted, qualified, proposal_sent, negotiating, won, lost) | VERIFIED | `LeadsKanbanBoard.tsx` lines 19-33: `LeadStage` type and `LEAD_COLUMNS` array define all 6 stages with labels Contattato/Qualificato/Offerta inviata/Trattativa/Vinto/Perso. `grid-cols-6` layout confirmed line 159. |
| 2 | Trascinare un lead da una colonna a un'altra aggiorna leads.status in modo persistente | VERIFIED | `handleDragEnd` (lines 132-150): optimistic `setLeadStatuses`, then `startTransition(async () => { await updateLeadField(leadId, "status", newStage); router.refresh(); })`. `updateLeadField` confirmed in `actions.ts` line 174 with `revalidatePath` side-effect. |
| 3 | Spostare un lead nella colonna Vinto o Perso registra l'esito cambiando il campo status | VERIFIED | `won` and `lost` are members of `LEAD_COLUMNS` (lines 31-32) and `VALID_STAGES` (line 35). `handleDragEnd` line 141: `if (!VALID_STAGES.includes(newStage)) return` — only valid stages accepted. Dropping on "Vinto"/"Perso" column calls `updateLeadField(leadId, "status", "won"/"lost")`. Server-side `actions.ts` line 190 validates against `LEAD_STAGES` before writing to DB. |
| 4 | La vista tabella inline-edit (LeadTable) resta disponibile e funzionante come vista alternativa | VERIFIED | `LeadsViewToggle.tsx` lines 70-71: `view === "list" ? <LeadTable leads={filtered} options={options} /> : <LeadsKanbanBoard leads={filtered} />`. `LeadTable` imported from existing component (line 6). `LeadsSearch.tsx` re-exports `LeadsViewToggle as LeadsSearch` — no existing import paths broken. |
| 5 | Il toggle Lista/Kanban è visibile sopra il contenuto e preserva lo stato della ricerca quando si cambia vista | VERIFIED | `LeadsViewToggle.tsx`: single `useState("")` for query (line 18) and single `useMemo` for `filtered` (lines 20-31) shared by both views. Toggling `view` state does not reset `query` — both `<LeadTable>` and `<LeadsKanbanBoard>` receive the same `filtered` array. Pill toggle rendered above content in `flex justify-between` bar (lines 35-67). |
**Score:** 5/5 truths verified
### Required Artifacts
| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `src/components/admin/leads/LeadsKanbanBoard.tsx` | Board Kanban con DndContext, 6 DroppableColumn, DraggableLeadCard, DragOverlay, ottimistic update | VERIFIED | 184 lines. `"use client"`, `DndContext`, `DragOverlay`, `useDroppable`, `useDraggable`, `useTransition`, `useState<Record<string, LeadStage>>`, all 6 LEAD_COLUMNS, `overflow-x-auto`, `grid-cols-6`, `startTransition`. Exports `LeadsKanbanBoard`. |
| `src/components/admin/leads/LeadsViewToggle.tsx` | Client wrapper con useState<'list' \| 'kanban'> e pill toggle | VERIFIED | 77 lines. `"use client"`, `useState<"list" \| "kanban">("list")`, `useState("")`, `useMemo`, pill toggle with `bg-[#f4f4f5] rounded-lg p-1`. Exports `LeadsViewToggle`. |
| `src/app/admin/leads/LeadsSearch.tsx` | Search + toggle integrati; passa filtered leads sia a LeadTable che a LeadsKanbanBoard | VERIFIED | Re-exports `LeadsViewToggle as LeadsSearch` — search and filtering now live in `LeadsViewToggle`. Backward compatibility preserved. |
| `src/app/admin/leads/page.tsx` | Server component aggiornato che renderizza LeadsViewToggle | VERIFIED | 24 lines. Imports `LeadsViewToggle` from `@/components/admin/leads/LeadsViewToggle`. Renders `<LeadsViewToggle leads={leads} options={options} />`. No `LeadsSearch` import. |
### Key Link Verification
| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `LeadsKanbanBoard.tsx``handleDragEnd` | `actions.ts``updateLeadField` | `startTransition(async () => { await updateLeadField(leadId, "status", newStage); router.refresh(); })` | WIRED | Line 147: `await updateLeadField(leadId, "status", newStage)` — exact match. `startTransition` at line 146. `router.refresh()` at line 148. |
| `LeadsViewToggle.tsx``filtered` | `LeadsKanbanBoard``leads` prop | `filtered` array passed as prop | WIRED | Line 73: `<LeadsKanbanBoard leads={filtered} />` — exact match. |
| `LeadsViewToggle` / view state | `LeadTable` + `LeadsKanbanBoard` | `useState<"list" \| "kanban">` | WIRED | Line 17: `useState<"list" \| "kanban">("list")`. Lines 70-73: conditional render branches both views from shared state. |
### Data-Flow Trace (Level 4)
| Artifact | Data Variable | Source | Produces Real Data | Status |
|----------|---------------|--------|--------------------|--------|
| `LeadsKanbanBoard.tsx` | `leads: LeadWithTags[]` | `getLeadsWithTags()` in `page.tsx` | Yes — Drizzle ORM `db.select().from(leads).leftJoin(tags, ...)` (admin-queries.ts lines 893-917). Returns aggregated rows with tags array. | FLOWING |
| `LeadsViewToggle.tsx` | `filtered` (derived from `leads` prop) | Same `getLeadsWithTags()` → passed as prop from page.tsx | Yes — `useMemo` derives from server-fetched `leads` prop. | FLOWING |
### Behavioral Spot-Checks
Runnable entry points require a live dev server. Spot-checks performed via static analysis against the call chain instead.
| Behavior | Check | Result | Status |
|----------|-------|--------|--------|
| `handleDragEnd` persists status change | `updateLeadField(leadId, "status", newStage)` call confirmed + `requireAdmin()` guard in actions.ts | Call at line 147; auth guard at actions.ts line 179 | PASS |
| Won/Lost drag records outcome | `VALID_STAGES.includes(newStage)` guard + `won`/`lost` in LEAD_COLUMNS | Line 141 guard; lines 31-32 column defs | PASS |
| Search state preserved across view switch | Single `query` state, single `filtered` memo, shared by both render branches | Lines 18, 20-31, 70-73 in LeadsViewToggle.tsx | PASS |
| Commits exist in git | `git log 2c67e6f 607c257 34be934` | All 3 hashes present with correct descriptions | PASS |
### Requirements Coverage
| Requirement | Source Plan | Description | Status | Evidence |
|-------------|-------------|-------------|--------|---------|
| PIPE-01 | 19-01-PLAN.md | I lead sono visualizzabili in una board Kanban stile Pipedrive con colonne per stage e drag-drop per cambiare stage | SATISFIED | `LeadsKanbanBoard.tsx`: 6 `DroppableColumn` components, `DndContext` with `onDragEnd`, optimistic state update, persistent write via `updateLeadField`. |
| PIPE-02 | 19-01-PLAN.md | Spostare un lead nelle colonne "Vinto"/"Perso" è il cambio-stato manuale dell'esito | SATISFIED | `won` and `lost` are standard columns in `LEAD_COLUMNS`. Dropping a card on either column triggers the same `updateLeadField` path — no modal, no separate confirmation. |
### Anti-Patterns Found
| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| `LeadsKanbanBoard.tsx` | 110 | `const [, startTransition] = useTransition()` — unused first element of destructure | Info | No functional impact; minor lint noise. |
No TODOs, FIXMEs, placeholder returns, or empty implementations found in any of the four modified files.
### Human Verification Required
A human checkpoint was completed and approved prior to this verification (the task plan included a blocking `checkpoint:human-verify` gate). The developer confirmed:
- Board renders 6 columns with leads in correct stages
- Drag-drop moves cards and persists after reload
- Won/Lost columns register outcomes correctly
- Lista/Kanban toggle works with search state preserved
No further human verification items are outstanding.
### Gaps Summary
No gaps. All 5 must-have truths are VERIFIED against the codebase. All 4 artifacts are substantive and wired. All 3 key links are confirmed. Data flows from a real Drizzle ORM query. Both PIPE-01 and PIPE-02 are satisfied. Build passes (0 TypeScript errors, confirmed in commit 34be934 and known context). Human checkpoint approved in-session.
---
_Verified: 2026-06-19T18:09:00+02:00_
_Verifier: Claude (gsd-verifier)_
@@ -0,0 +1,232 @@
---
phase: 20-knowledge-base-cliente
plan: 01
type: execute
wave: 1
depends_on: []
files_modified:
- src/db/migrations/0009_client_transcripts.sql
autonomous: false
requirements:
- KB-01
must_haves:
truths:
- "Il file 0009_client_transcripts.sql esiste con DDL completo e idempotente"
- "La tabella client_transcripts è presente nel database di produzione"
- "Il codice schema-dipendente dei piani successivi non viene pushato prima che la migration sia applicata"
artifacts:
- path: "src/db/migrations/0009_client_transcripts.sql"
provides: "DDL CREATE TABLE IF NOT EXISTS client_transcripts con tutti i campi D-01/D-02"
contains: "CREATE TABLE IF NOT EXISTS client_transcripts"
key_links:
- from: "src/db/migrations/0009_client_transcripts.sql"
to: "database produzione"
via: "SSH tunnel + psql/docker exec"
pattern: "CREATE TABLE IF NOT EXISTS client_transcripts"
---
<objective>
Scrivere il file SQL della migration manuale per la tabella `client_transcripts` e applicarlo al database di produzione prima di pushare qualsiasi codice schema-dipendente.
Purpose: Il progetto ha `drizzle-kit generate` rotto (meta-snapshot fuori sync). Ogni schema change richiede SQL a mano applicato a prod via SSH PRIMA del codice dipendente — invariante bloccante LOCKED in CLAUDE.md.
Output: `src/db/migrations/0009_client_transcripts.sql` applicato a prod. Il checkpoint umano sblocca i piani 20-02 e 20-03.
</objective>
<execution_context>
@$HOME/.claude/get-shit-done/workflows/execute-plan.md
@$HOME/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/ROADMAP.md
@.planning/phases/20-knowledge-base-cliente/20-CONTEXT.md
<interfaces>
<!-- Pattern migration a mano — da src/db/migrations/0005 e 0008 -->
<!-- Convenzioni: CREATE TABLE IF NOT EXISTS, tipi Postgres espliciti, FK con ON DELETE CASCADE -->
<!-- nanoid PK: text NOT NULL — il valore viene inserito dall'applicazione, non da DEFAULT -->
<!-- Struttura 0008: header commento, istruzioni additive, CREATE INDEX IF NOT EXISTS -->
Da 0005_phase_10_crm_leads_activities_reminders.sql:
```sql
CREATE TABLE IF NOT EXISTS "activities" (
"id" text PRIMARY KEY NOT NULL,
"lead_id" text NOT NULL,
...
FOREIGN KEY ("lead_id") REFERENCES "leads"("id") ON DELETE cascade
);
CREATE INDEX IF NOT EXISTS "activities_lead_id" ON "activities"("lead_id");
```
Da 0008_offer_tier_schema.sql (header):
```sql
-- Phase 12: Offer Editor — additive schema ...
-- All statements additive/idempotent. No drops/truncates (Data Safety LOCKED).
```
</interfaces>
</context>
<tasks>
<task type="auto">
<name>Task 1: Scrivere src/db/migrations/0009_client_transcripts.sql</name>
<files>src/db/migrations/0009_client_transcripts.sql</files>
<read_first>
- src/db/migrations/0008_offer_tier_schema.sql (pattern header + CREATE TABLE IF NOT EXISTS)
- src/db/migrations/0005_phase_10_crm_leads_activities_reminders.sql (pattern FK + index per tabelle CRM)
- .planning/phases/20-knowledge-base-cliente/20-CONTEXT.md (D-01 e D-02 — campi esatti)
</read_first>
<action>
Creare il file `src/db/migrations/0009_client_transcripts.sql` con il seguente contenuto esatto:
```sql
-- Phase 20: Knowledge Base Cliente — tabella transcript datati per lead/cliente
-- Additive only. No drops/truncates (Data Safety LOCKED).
-- Applicare a prod via SSH tunnel PRIMA di pushare il codice dipendente (D-03).
CREATE TABLE IF NOT EXISTS client_transcripts (
id text PRIMARY KEY NOT NULL,
lead_id text REFERENCES leads(id) ON DELETE CASCADE,
client_id text REFERENCES clients(id) ON DELETE CASCADE,
title text,
content text NOT NULL,
call_date date NOT NULL,
created_at timestamp with time zone NOT NULL DEFAULT now()
);
CREATE INDEX IF NOT EXISTS client_transcripts_lead_id_idx
ON client_transcripts (lead_id);
CREATE INDEX IF NOT EXISTS client_transcripts_client_id_idx
ON client_transcripts (client_id);
CREATE INDEX IF NOT EXISTS client_transcripts_call_date_idx
ON client_transcripts (call_date DESC);
```
Note sui campi (da D-01/D-02):
- `id`: text PK NOT NULL — nanoid inserito dall'app, nessun DEFAULT SQL (pattern progetto)
- `lead_id`: nullable FK → leads(id) ON DELETE CASCADE (D-01)
- `client_id`: nullable FK → clients(id) ON DELETE CASCADE (D-01)
- `title`: text nullable (D-02) — titolo libero opzionale
- `content`: text NOT NULL (D-02) — testo grezzo illimitato
- `call_date`: date NOT NULL (D-02) — giorno della call, non timestamp
- `created_at`: timestamp with time zone NOT NULL DEFAULT now() (D-02)
Gli indici su lead_id, client_id e call_date ottimizzano le query per lead (Phase 20) e future query per client_id (Phase 21+).
</action>
<verify>
<automated>grep -c "CREATE TABLE IF NOT EXISTS client_transcripts" /Users/simonecavalli/Vault/IAMCAVALLI/src/db/migrations/0009_client_transcripts.sql</automated>
</verify>
<acceptance_criteria>
- File `src/db/migrations/0009_client_transcripts.sql` esiste
- Contiene `CREATE TABLE IF NOT EXISTS client_transcripts`
- Contiene `lead_id text REFERENCES leads(id) ON DELETE CASCADE`
- Contiene `client_id text REFERENCES clients(id) ON DELETE CASCADE`
- Contiene `content text NOT NULL`
- Contiene `call_date date NOT NULL`
- Contiene `created_at timestamp with time zone NOT NULL DEFAULT now()`
- Contiene 3 `CREATE INDEX IF NOT EXISTS` (lead_id_idx, client_id_idx, call_date_idx)
- Nessun DROP o TRUNCATE nel file
</acceptance_criteria>
<done>File SQL completo e idempotente scritto, pronto per applicazione a prod.</done>
</task>
<task type="checkpoint:human-action" gate="blocking">
<name>Task 2: [BLOCKING] Applicare migration 0009 al database di produzione via SSH</name>
<read_first>
- src/db/migrations/0009_client_transcripts.sql (verificare il contenuto prima di applicare)
</read_first>
<action>
La migration va applicata a prod via SSH tunnel PRIMA di eseguire i piani 20-02 e 20-03. Il database di produzione è accessibile solo tramite tunnel SSH.
**Passi:**
1. Aprire un terminale locale e avviare il tunnel SSH:
```bash
ssh -L 54321:localhost:54321 root@178.104.27.55
```
Lasciare questo terminale aperto per tutta la durata.
2. In un altro terminale, applicare la migration con psql (il DATABASE_URL del progetto punta a 127.0.0.1:54321):
```bash
cd /Users/simonecavalli/Vault/IAMCAVALLI
psql "$(grep DATABASE_URL .env.local | cut -d= -f2-)" -f src/db/migrations/0009_client_transcripts.sql
```
Oppure, se il DATABASE_URL non funziona direttamente, applicare via docker exec sul server:
```bash
# Sul server (nella sessione SSH aperta al punto 1):
docker exec -i <nome_container_postgres> psql -U <db_user> -d <db_name> < /path/to/0009_client_transcripts.sql
```
(Il nome del container e le credenziali sono in `.env.local` o nei secret Coolify.)
3. Verificare che la tabella esista:
```bash
psql "$(grep DATABASE_URL .env.local | cut -d= -f2-)" -c "\d client_transcripts"
```
Deve mostrare le colonne: id, lead_id, client_id, title, content, call_date, created_at.
4. Chiudere il tunnel SSH solo dopo aver verificato il punto 3.
</action>
<what-built>Il file SQL 0009_client_transcripts.sql è stato scritto da Claude nel Task 1. Questo task richiede solo che tu applichi la migration a prod — nessun codice da scrivere.</what-built>
<how-to-verify>
Eseguire in locale (con tunnel attivo):
```bash
psql "$(grep DATABASE_URL .env.local | cut -d= -f2-)" -c "SELECT column_name, data_type, is_nullable FROM information_schema.columns WHERE table_name = 'client_transcripts' ORDER BY ordinal_position;"
```
Risultato atteso: 7 righe con le colonne id, lead_id, client_id, title, content, call_date, created_at.
</how-to-verify>
<resume-signal>Digita "migration applicata" dopo aver verificato che \d client_transcripts mostra le 7 colonne attese.</resume-signal>
<acceptance_criteria>
- La tabella `client_transcripts` esiste nel database di produzione
- `\d client_transcripts` mostra 7 colonne: id (text), lead_id (text, nullable), client_id (text, nullable), title (text, nullable), content (text, NOT NULL), call_date (date, NOT NULL), created_at (timestamptz, NOT NULL)
- 3 indici presenti: client_transcripts_lead_id_idx, client_transcripts_client_id_idx, client_transcripts_call_date_idx
</acceptance_criteria>
<done>Database di produzione aggiornato con la tabella client_transcripts. I piani 20-02 e 20-03 sono sbloccati.</done>
</task>
</tasks>
<threat_model>
## Trust Boundaries
| Boundary | Descrizione |
|----------|-------------|
| developer → database prod | SQL applicato manualmente via SSH tunnel autenticato |
## STRIDE Threat Register
| Threat ID | Category | Component | Disposition | Mitigation Plan |
|-----------|----------|-----------|-------------|-----------------|
| T-20-01 | Tampering | 0009_client_transcripts.sql | mitigate | Revisione manuale del contenuto prima dell'applicazione (Task 2 step 1); file in version control |
| T-20-02 | Repudiation | Applicazione migration prod | accept | L'operazione è tracciata nel git commit di questo piano; nessun audit log applicativo necessario per DDL |
| T-20-03 | Denial of Service | DROP/TRUNCATE accidentale | mitigate | Il file usa solo CREATE TABLE IF NOT EXISTS + CREATE INDEX IF NOT EXISTS; nessuna istruzione distruttiva presente |
</threat_model>
<verification>
```bash
# Verificare che il file SQL esista e contenga i campi obbligatori
grep -E "CREATE TABLE IF NOT EXISTS client_transcripts|content.*text NOT NULL|call_date.*date NOT NULL|lead_id.*REFERENCES leads|client_id.*REFERENCES clients" \
/Users/simonecavalli/Vault/IAMCAVALLI/src/db/migrations/0009_client_transcripts.sql
# Verificare assenza di istruzioni distruttive
grep -i "drop\|truncate" /Users/simonecavalli/Vault/IAMCAVALLI/src/db/migrations/0009_client_transcripts.sql | wc -l
# Atteso: 0
```
</verification>
<success_criteria>
- `src/db/migrations/0009_client_transcripts.sql` esiste con DDL completo e idempotente (KB-01)
- La tabella `client_transcripts` è presente nel database di produzione con le 7 colonne di D-02
- Nessuna istruzione distruttiva nel file SQL
- Il checkpoint umano è stato completato e segnalato con "migration applicata"
</success_criteria>
<output>
Dopo il completamento del Task 2, creare `.planning/phases/20-knowledge-base-cliente/20-01-SUMMARY.md` con:
- Migration file creato: `src/db/migrations/0009_client_transcripts.sql`
- Migration applicata a prod: sì/no
- Colonne verificate: lista delle 7 colonne confermate
</output>
@@ -0,0 +1,42 @@
---
phase: 20-knowledge-base-cliente
plan: "01"
status: complete
completed_at: "2026-06-20"
---
# Plan 20-01 Summary: Migration client_transcripts
## What Was Built
Migration file `src/db/migrations/0009_client_transcripts.sql` scritto e applicato a produzione.
## Key Files
### Created
- `src/db/migrations/0009_client_transcripts.sql` — DDL completo e idempotente
## Migration Applied to Production
- **Metodo:** SSH tunnel (127.0.0.1:54321) + Node.js postgres client
- **Risultato:** ✓ applicata senza errori
## Colonne Verificate (7/7)
| column_name | data_type | nullable |
|-------------|--------------------------|----------|
| id | text | NO |
| lead_id | text | YES |
| client_id | text | YES |
| title | text | YES |
| content | text | NO |
| call_date | date | NO |
| created_at | timestamp with time zone | NO |
## Self-Check: PASSED
- ✓ File SQL esiste con DDL completo e idempotente
- ✓ Tabella `client_transcripts` presente nel database di produzione
- ✓ 7 colonne verificate (D-01/D-02)
- ✓ Nessun DROP/TRUNCATE nel file
- ✓ 3 indici creati (lead_id_idx, client_id_idx, call_date_idx)
@@ -0,0 +1,401 @@
---
phase: 20-knowledge-base-cliente
plan: 02
type: execute
wave: 2
depends_on:
- 20-01
files_modified:
- src/db/schema.ts
- src/lib/lead-service.ts
- src/app/admin/leads/actions.ts
autonomous: true
requirements:
- KB-01
- KB-02
must_haves:
truths:
- "La tabella clientTranscripts è definita in schema.ts con le relazioni Drizzle corrette"
- "getTranscripts(leadId) restituisce i transcript in ordine call_date DESC"
- "addTranscript e deleteTranscript sono server actions con requireAdmin guard"
artifacts:
- path: "src/db/schema.ts"
provides: "Definizione tabella clientTranscripts + relazioni Drizzle per leads e clients"
contains: "export const clientTranscripts = pgTable"
- path: "src/lib/lead-service.ts"
provides: "Query getTranscripts(leadId) — tutti i campi incluso content completo"
exports: ["getTranscripts"]
- path: "src/app/admin/leads/actions.ts"
provides: "Server actions addTranscript e deleteTranscript con requireAdmin"
exports: ["addTranscript", "deleteTranscript"]
key_links:
- from: "src/app/admin/leads/actions.ts"
to: "src/db/schema.ts"
via: "import clientTranscripts"
pattern: "clientTranscripts"
- from: "src/lib/lead-service.ts"
to: "src/db/schema.ts"
via: "import clientTranscripts"
pattern: "getTranscripts"
---
<objective>
Aggiungere la definizione Drizzle della tabella `clientTranscripts` in schema.ts, la query `getTranscripts` in lead-service.ts e le server actions `addTranscript` / `deleteTranscript` in actions.ts.
Purpose: Fornisce il layer dati completo per la UI del piano 20-03. Phase 21 (AI) leggerà i transcript via `getTranscripts(leadId)` — la firma deve restituire tutti i campi incluso `content` completo.
Output: Schema Drizzle + query + actions pronte, build TypeScript senza errori.
</objective>
<execution_context>
@$HOME/.claude/get-shit-done/workflows/execute-plan.md
@$HOME/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/phases/20-knowledge-base-cliente/20-CONTEXT.md
@.planning/phases/20-knowledge-base-cliente/20-01-SUMMARY.md
<interfaces>
<!-- Pattern esistenti estratti da src/db/schema.ts (linee 464-643) -->
Pattern tabella CRM con FK lead_id (activities, linee 464-481):
```typescript
export const activities = pgTable("activities", {
id: text("id").primaryKey().$defaultFn(() => nanoid()),
lead_id: text("lead_id").notNull().references(() => leads.id, { onDelete: "cascade" }),
type: text("type").notNull(),
notes: text("notes").notNull(),
activity_date: timestamp("activity_date", { withTimezone: true }).notNull(),
created_at: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
});
```
Pattern relazioni (leadsRelations, linea 631-635):
```typescript
export const leadsRelations = relations(leads, ({ many }) => ({
quotes: many(quotes),
activities: many(activities),
reminders: many(reminders),
}));
export const activitiesRelations = relations(activities, ({ one }) => ({
lead: one(leads, { fields: [activities.lead_id], references: [leads.id] }),
}));
```
Pattern TypeScript types (fine file):
```typescript
export type Activity = typeof activities.$inferSelect;
export type NewActivity = typeof activities.$inferInsert;
```
Pattern query (lead-service.ts linee 51-57):
```typescript
export async function getActivityLog(leadId: string) {
return await db
.select()
.from(activities)
.where(eq(activities.lead_id, leadId))
.orderBy(desc(activities.activity_date));
}
```
Pattern requireAdmin + server action (actions.ts linee 164-205):
```typescript
async function requireAdmin() {
const session = await getServerSession(authOptions);
if (!session) throw new Error("Non autorizzato");
}
export async function updateLeadField(leadId: string, ...) {
await requireAdmin();
// ... validazione ...
await db.update(leads).set({...}).where(eq(leads.id, leadId));
revalidatePath("/admin/leads");
revalidatePath(`/admin/leads/${leadId}`);
}
```
Import correnti in actions.ts (linee 1-16):
```typescript
"use server";
import { z } from "zod";
import { db } from "@/db";
import { leads, quotes, tags } from "@/db/schema";
import { eq, and } from "drizzle-orm";
import { revalidatePath } from "next/cache";
import { getServerSession } from "next-auth";
import { authOptions } from "@/lib/auth";
```
Import correnti in lead-service.ts (linee 1-4):
```typescript
import { eq, and, isNull, desc, gte, lte, ilike, or } from "drizzle-orm";
import { db } from "@/db";
import { leads, activities, reminders, quotes } from "@/db/schema";
```
</interfaces>
</context>
<tasks>
<task type="auto">
<name>Task 1: Aggiungere clientTranscripts a src/db/schema.ts</name>
<files>src/db/schema.ts</files>
<read_first>
- src/db/schema.ts (leggere tutto il file per capire dove inserire la nuova tabella e come aggiornare le relations esistenti)
- .planning/phases/20-knowledge-base-cliente/20-CONTEXT.md (D-01, D-02 — campi esatti)
</read_first>
<action>
Aggiungere in `src/db/schema.ts` tre blocchi, rispettando la struttura esistente del file:
**1. Definizione tabella** — aggiungere dopo `// ============ REMINDERS TABLE` (dopo la chiusura della definizione reminders a linea ~499) e prima di `// ============ RELATIONS`:
```typescript
// ============ CLIENT TRANSCRIPTS TABLE (Knowledge Base — Phase 20) ============
// Transcript datati delle call, multipli per lead o cliente.
// lead_id e client_id sono entrambi nullable (D-01): un transcript può appartenere
// a un lead pre-conversione (Phase 20 UI) o a un cliente post-conversione (futuro).
// onDelete cascade su entrambe le FK — se il lead/cliente viene eliminato, i transcript vengono eliminati.
export const clientTranscripts = pgTable("client_transcripts", {
id: text("id")
.primaryKey()
.$defaultFn(() => nanoid()),
lead_id: text("lead_id")
.references(() => leads.id, { onDelete: "cascade" }),
client_id: text("client_id")
.references(() => clients.id, { onDelete: "cascade" }),
title: text("title"), // opzionale — es. "Discovery call 12 giugno"
content: text("content").notNull(), // testo grezzo illimitato (PostgreSQL text)
call_date: text("call_date").notNull(), // DATE come text "YYYY-MM-DD" — coerente col pattern date nel progetto
created_at: timestamp("created_at", { withTimezone: true })
.notNull()
.defaultNow(),
});
```
Nota su `call_date`: usare `text` invece di un tipo `date` Drizzle — il progetto gestisce le date come string ISO nei form e nel DB (vedi `activity_date` che è timestamp, ma `call_date` è date pura). Se Drizzle pg-core espone `date` nativo, usarlo; altrimenti usare `text("call_date").notNull()` per coerenza con i pattern di input da `<input type="date">` che restituisce stringhe "YYYY-MM-DD".
**2. Relazioni** — aggiungere nei blocchi relations esistenti:
Aggiornare `leadsRelations` (attuale linea ~631):
```typescript
export const leadsRelations = relations(leads, ({ many }) => ({
quotes: many(quotes),
activities: many(activities),
reminders: many(reminders),
transcripts: many(clientTranscripts), // ← aggiungere questa riga
}));
```
Aggiornare `clientsRelations` (attuale linea ~503):
```typescript
export const clientsRelations = relations(clients, ({ many }) => ({
projects: many(projects),
transcripts: many(clientTranscripts), // ← aggiungere questa riga
}));
```
Aggiungere le nuove relations dopo `remindersRelations`:
```typescript
export const clientTranscriptsRelations = relations(clientTranscripts, ({ one }) => ({
lead: one(leads, {
fields: [clientTranscripts.lead_id],
references: [leads.id],
}),
client: one(clients, {
fields: [clientTranscripts.client_id],
references: [clients.id],
}),
}));
```
**3. TypeScript types** — aggiungere in fondo al file dopo `export type Reminder`:
```typescript
export type ClientTranscript = typeof clientTranscripts.$inferSelect;
export type NewClientTranscript = typeof clientTranscripts.$inferInsert;
```
</action>
<verify>
<automated>cd /Users/simonecavalli/Vault/IAMCAVALLI && npx tsc --noEmit 2>&1 | head -20</automated>
</verify>
<acceptance_criteria>
- `grep -c "export const clientTranscripts = pgTable" src/db/schema.ts` restituisce 1
- `grep -c "transcripts: many(clientTranscripts)" src/db/schema.ts` restituisce 2 (leadsRelations + clientsRelations)
- `grep -c "export const clientTranscriptsRelations" src/db/schema.ts` restituisce 1
- `grep -c "export type ClientTranscript" src/db/schema.ts` restituisce 1
- `npx tsc --noEmit` passa senza errori TypeScript relativi a schema.ts
</acceptance_criteria>
<done>clientTranscripts definita in schema.ts con relazioni Drizzle bidirezionali e TypeScript types esportati.</done>
</task>
<task type="auto">
<name>Task 2: Aggiungere getTranscripts a lead-service.ts e addTranscript/deleteTranscript ad actions.ts</name>
<files>src/lib/lead-service.ts, src/app/admin/leads/actions.ts</files>
<read_first>
- src/lib/lead-service.ts (leggere per vedere gli import correnti e dove appendere getTranscripts)
- src/app/admin/leads/actions.ts (leggere per vedere gli import correnti e la posizione di requireAdmin)
- src/db/schema.ts (dopo il Task 1 — per verificare il nome esatto dell'export clientTranscripts)
</read_first>
<action>
**In src/lib/lead-service.ts:**
Aggiungere `clientTranscripts` agli import esistenti:
```typescript
import { leads, activities, reminders, quotes, clientTranscripts } from "@/db/schema";
```
Appendere in fondo al file (dopo `getQuotesByLeadId`):
```typescript
// Get transcript log for a lead — call_date DESC (D-05)
// Restituisce tutti i campi incluso content completo (Phase 21 li legge in blocco).
export async function getTranscripts(leadId: string) {
return await db
.select()
.from(clientTranscripts)
.where(eq(clientTranscripts.lead_id, leadId))
.orderBy(desc(clientTranscripts.call_date));
}
```
---
**In src/app/admin/leads/actions.ts:**
Aggiungere `clientTranscripts` agli import dal DB schema:
```typescript
import { leads, quotes, tags, clientTranscripts } from "@/db/schema";
```
Aggiungere `nanoid` agli import (serve per generare l'id del transcript):
```typescript
import { nanoid } from "nanoid";
```
Definire lo schema Zod per il transcript e appendere le due actions dopo le tag actions esistenti (dopo `renameLeadTag`):
```typescript
// ── Transcript actions (Phase 20 — KB-02) ────────────────────────────────────
const addTranscriptSchema = z.object({
lead_id: z.string().min(1),
title: z.string().optional(),
content: z.string().min(1, "Il testo del transcript è obbligatorio"),
call_date: z.string().regex(/^\d{4}-\d{2}-\d{2}$/, "Data non valida (YYYY-MM-DD)"),
});
export async function addTranscript(data: z.infer<typeof addTranscriptSchema>) {
await requireAdmin();
const parsed = addTranscriptSchema.safeParse(data);
if (!parsed.success) {
return { success: false, error: parsed.error.issues[0].message };
}
try {
const [transcript] = await db
.insert(clientTranscripts)
.values({
id: nanoid(),
lead_id: parsed.data.lead_id,
title: parsed.data.title || null,
content: parsed.data.content,
call_date: parsed.data.call_date,
})
.returning();
revalidatePath(`/admin/leads/${parsed.data.lead_id}`);
return { success: true, transcript };
} catch (error) {
console.error("addTranscript error:", error);
return { success: false, error: "Errore nel salvataggio del transcript" };
}
}
export async function deleteTranscript(transcriptId: string, leadId: string) {
await requireAdmin();
if (!transcriptId) throw new Error("ID transcript richiesto");
try {
await db
.delete(clientTranscripts)
.where(eq(clientTranscripts.id, transcriptId));
revalidatePath(`/admin/leads/${leadId}`);
return { success: true };
} catch (error) {
console.error("deleteTranscript error:", error);
return { success: false, error: "Errore nell'eliminazione del transcript" };
}
}
```
</action>
<verify>
<automated>cd /Users/simonecavalli/Vault/IAMCAVALLI && npx tsc --noEmit 2>&1 | grep -E "lead-service|actions" | head -10</automated>
</verify>
<acceptance_criteria>
- `grep -c "export async function getTranscripts" src/lib/lead-service.ts` restituisce 1
- `grep -c "orderBy(desc(clientTranscripts.call_date))" src/lib/lead-service.ts` restituisce 1
- `grep -c "export async function addTranscript" src/app/admin/leads/actions.ts` restituisce 1
- `grep -c "export async function deleteTranscript" src/app/admin/leads/actions.ts` restituisce 1
- `grep -c "await requireAdmin()" src/app/admin/leads/actions.ts` è >= 3 (addTranscript e deleteTranscript devono averlo, più le actions esistenti)
- `grep -c "revalidatePath" src/app/admin/leads/actions.ts` aumenta di 2 rispetto al file originale (una per addTranscript, una per deleteTranscript)
- `npx tsc --noEmit` passa senza errori su lead-service.ts e actions.ts
</acceptance_criteria>
<done>getTranscripts esportata da lead-service.ts, addTranscript e deleteTranscript aggiunte ad actions.ts con requireAdmin guard e revalidatePath.</done>
</task>
</tasks>
<threat_model>
## Trust Boundaries
| Boundary | Descrizione |
|----------|-------------|
| browser → server action | addTranscript e deleteTranscript sono "use server" — input non trusted |
| server action → database | Query Drizzle con parametri typed |
## STRIDE Threat Register
| Threat ID | Category | Component | Disposition | Mitigation Plan |
|-----------|----------|-----------|-------------|-----------------|
| T-20-04 | Elevation of Privilege | addTranscript / deleteTranscript | mitigate | `await requireAdmin()` come prima istruzione in entrambe le actions — lancia Error se sessione assente, blocca esecuzione |
| T-20-05 | Tampering | addTranscript — content | accept | Nessuna sanitization HTML richiesta (testo grezzo, non renderizzato come HTML — CONTEXT.md security note); Zod valida presenza e tipo |
| T-20-06 | Tampering | deleteTranscript — transcriptId | mitigate | L'ID viene passato dalla UI admin-only (protetta da requireAdmin); Drizzle usa query parametrizzata — no SQL injection |
| T-20-07 | Information Disclosure | getTranscripts | mitigate | Funzione usata solo in server components admin (`/admin/leads/[id]/page.tsx`); non esposta su API client (D-04 — client_id FK presente ma non UI client in Phase 20) |
</threat_model>
<verification>
```bash
cd /Users/simonecavalli/Vault/IAMCAVALLI
# Schema: tabella e relazioni presenti
grep -E "clientTranscripts|ClientTranscript" src/db/schema.ts | grep -v "^//"
# lead-service: query con ordinamento corretto
grep -A 6 "getTranscripts" src/lib/lead-service.ts
# actions: requireAdmin su entrambe le nuove actions
grep -B 1 "requireAdmin" src/app/admin/leads/actions.ts
# Build TypeScript
npx tsc --noEmit 2>&1 | tail -5
```
</verification>
<success_criteria>
- schema.ts contiene `clientTranscripts` table, relazioni bidirezionali (leads + clients), e TypeScript types (KB-01)
- lead-service.ts esporta `getTranscripts(leadId)` che ordina per `call_date DESC` (KB-02, D-05)
- actions.ts ha `addTranscript` e `deleteTranscript` entrambe con `requireAdmin()` guard (KB-02)
- `npx tsc --noEmit` passa senza errori sui file modificati
</success_criteria>
<output>
Dopo il completamento, creare `.planning/phases/20-knowledge-base-cliente/20-02-SUMMARY.md` con:
- Tabella Drizzle aggiunta: clientTranscripts con 7 campi
- Query aggiunta: getTranscripts(leadId) in lead-service.ts
- Actions aggiunte: addTranscript, deleteTranscript in actions.ts
- TypeScript check: passed/failed
</output>
@@ -0,0 +1,30 @@
---
phase: 20-knowledge-base-cliente
plan: "02"
status: complete
completed_at: "2026-06-20"
---
# Plan 20-02 Summary: Data Layer client_transcripts
## What Was Built
Drizzle schema, query layer e server actions per i transcript delle call.
## Key Files Modified
- `src/db/schema.ts` — tabella `clientTranscripts` + relazioni bidirezionali + TypeScript types
- `src/lib/lead-service.ts``getTranscripts(leadId)` con orderBy call_date DESC
- `src/app/admin/leads/actions.ts``addTranscript` + `deleteTranscript` con requireAdmin
## Self-Check: PASSED
-`export const clientTranscripts = pgTable("client_transcripts", ...)` in schema.ts
-`leadsRelations` aggiornato con `transcripts: many(clientTranscripts)`
-`clientsRelations` aggiornato con `transcripts: many(clientTranscripts)`
-`clientTranscriptsRelations` con one(leads) + one(clients)
-`export type ClientTranscript` e `NewClientTranscript` esportati
-`getTranscripts(leadId)` ordinato per `call_date DESC`
-`addTranscript` con requireAdmin + Zod + revalidatePath
-`deleteTranscript` con requireAdmin + revalidatePath
-`npx tsc --noEmit` → no errors
@@ -0,0 +1,626 @@
---
phase: 20-knowledge-base-cliente
plan: 03
type: execute
wave: 3
depends_on:
- 20-01
- 20-02
files_modified:
- src/components/admin/leads/TranscriptModal.tsx
- src/components/admin/leads/LeadDetail.tsx
- src/app/admin/leads/[id]/page.tsx
autonomous: true
requirements:
- KB-02
must_haves:
truths:
- "L'admin può aggiungere un transcript dalla pagina dettaglio lead via modal"
- "I transcript sono elencati in call_date DESC con titolo, data formattata e anteprima del testo"
- "Il testo completo di ogni transcript è espandibile/collassabile"
- "L'admin può eliminare un transcript con un bottone 'Elimina'"
- "La sezione Transcript appare dopo lo Storico Attività nel LeadDetail"
artifacts:
- path: "src/components/admin/leads/TranscriptModal.tsx"
provides: "Modal form per aggiungere transcript (call_date, title opzionale, content textarea)"
exports: ["TranscriptModal"]
- path: "src/components/admin/leads/LeadDetail.tsx"
provides: "Sezione Transcript con lista collassabile e azione Elimina"
contains: "Transcript"
- path: "src/app/admin/leads/[id]/page.tsx"
provides: "getTranscripts(id) nel Promise.all + prop transcripts passato a LeadDetail"
contains: "getTranscripts"
key_links:
- from: "src/components/admin/leads/TranscriptModal.tsx"
to: "src/app/admin/leads/actions.ts"
via: "import addTranscript"
pattern: "addTranscript"
- from: "src/components/admin/leads/LeadDetail.tsx"
to: "src/app/admin/leads/actions.ts"
via: "import deleteTranscript"
pattern: "deleteTranscript"
- from: "src/app/admin/leads/[id]/page.tsx"
to: "src/lib/lead-service.ts"
via: "import getTranscripts"
pattern: "getTranscripts"
---
<objective>
Creare il componente `TranscriptModal` (form per aggiungere transcript) e integrare la sezione Transcript in `LeadDetail`, con wiring nella page server.
Purpose: Completa il loop KB-02 — l'admin può incollare transcript datati e vederli elencati in ordine cronologico nel profilo lead. I dati sono pronti per essere letti dall'agente AI in Phase 21.
Output: UI completa funzionante — modal di aggiunta + lista con expand/collapse + elimina.
</objective>
<execution_context>
@$HOME/.claude/get-shit-done/workflows/execute-plan.md
@$HOME/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/phases/20-knowledge-base-cliente/20-CONTEXT.md
@.planning/phases/20-knowledge-base-cliente/20-02-SUMMARY.md
<interfaces>
<!-- Pattern estratti da file esistenti — l'executor NON deve rileggere questi file -->
Da LogActivityModal.tsx — pattern modal con react-hook-form + zod + shadcn Dialog:
```typescript
"use client";
import { useState } from "react";
import { useForm } from "react-hook-form";
import { zodResolver } from "@hookform/resolvers/zod";
import { z } from "zod";
// ... action import ...
import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogTrigger } from "@/components/ui/dialog";
import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from "@/components/ui/form";
import { Input } from "@/components/ui/input";
import { Textarea } from "@/components/ui/textarea";
import { Button } from "@/components/ui/button";
export function LogActivityModal({ leadId }: { leadId: string }) {
const [open, setOpen] = useState(false);
const [loading, setLoading] = useState(false);
const form = useForm<any>({
resolver: zodResolver(schema),
defaultValues: { lead_id: leadId, activity_date: new Date().toISOString().split("T")[0], ... },
});
async function onSubmit(data) {
setLoading(true);
try {
const result = await logActivity(data);
if (result.success) { setOpen(false); form.reset({...}); }
} finally { setLoading(false); }
}
return (
<Dialog open={open} onOpenChange={setOpen}>
<DialogTrigger asChild><Button variant="outline" size="sm">...</Button></DialogTrigger>
<DialogContent className="max-w-sm">
...
<Input type="date" {...field} value={field.value || ""} />
<Textarea className="resize-none h-24" {...field} value={field.value || ""} />
<Button type="submit" className="w-full" disabled={loading}>...</Button>
</DialogContent>
</Dialog>
);
}
```
Da LeadDetail.tsx — struttura esistente con Card shadcn + sezione attività (pattern da replicare per Transcript):
```typescript
"use client";
import { useState, useTransition } from "react";
import { useRouter } from "next/navigation";
import { Lead, Activity, Reminder } from "@/db/schema"; // ← aggiungere ClientTranscript
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
import { Button } from "@/components/ui/button";
import { format } from "date-fns";
import { it } from "date-fns/locale";
// Signature attuale LeadDetail:
export function LeadDetail({
lead, activities, reminders, tags, tagOptions
}: {
lead: Lead; activities: Activity[]; reminders: Reminder[];
tags: string[]; tagOptions: string[];
})
// Sezione Attività (pattern da replicare per Transcript):
<Card>
<CardHeader><CardTitle>Storico Attività</CardTitle></CardHeader>
<CardContent>
{activities.length > 0 ? (
<div className="space-y-4">
{activities.map((activity) => (
<div key={activity.id} className="border-l-4 border-blue-300 pl-4 pb-4">
...testo e date formattate con date-fns...
</div>
))}
</div>
) : (
<p className="text-gray-500 text-sm">Nessuna attività registrata</p>
)}
</CardContent>
</Card>
```
Da page.tsx — pattern Promise.all e passaggio props:
```typescript
import { getActivityLog, getUpcomingReminders } from "@/lib/lead-service";
// ← aggiungere: import { getTranscripts } from "@/lib/lead-service";
const activities = await getActivityLog(id);
const reminders = await getUpcomingReminders(id);
// ← aggiungere nel Promise.all oppure sequenzialmente dopo
return (
<LeadDetail
lead={lead}
activities={activities}
reminders={reminders}
tags={lead.tags}
tagOptions={options.tags}
// ← aggiungere: transcripts={transcripts}
/>
);
```
Tipo ClientTranscript (da schema.ts dopo Plan 02):
```typescript
export type ClientTranscript = typeof clientTranscripts.$inferSelect;
// Campi: id, lead_id, client_id, title, content, call_date, created_at
```
Formattazione date italiana con date-fns (già usato nel progetto):
```typescript
import { format } from "date-fns";
import { it } from "date-fns/locale";
// call_date è string "YYYY-MM-DD" — usare new Date(t.call_date + "T00:00:00") per evitare timezone shift
format(new Date(t.call_date + "T00:00:00"), "d MMMM yyyy", { locale: it })
// → "12 giugno 2026"
```
</interfaces>
</context>
<tasks>
<task type="auto">
<name>Task 1: Creare TranscriptModal.tsx e aggiornare page.tsx</name>
<files>src/components/admin/leads/TranscriptModal.tsx, src/app/admin/leads/[id]/page.tsx</files>
<read_first>
- src/components/admin/leads/LogActivityModal.tsx (pattern esatto del modal da replicare)
- src/app/admin/leads/[id]/page.tsx (vedere la struttura attuale per capire dove aggiungere getTranscripts)
</read_first>
<action>
**Creare src/components/admin/leads/TranscriptModal.tsx:**
```typescript
"use client";
import { useState } from "react";
import { useForm } from "react-hook-form";
import { zodResolver } from "@hookform/resolvers/zod";
import { z } from "zod";
import { addTranscript } from "@/app/admin/leads/actions";
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogTrigger,
} from "@/components/ui/dialog";
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from "@/components/ui/form";
import { Input } from "@/components/ui/input";
import { Textarea } from "@/components/ui/textarea";
import { Button } from "@/components/ui/button";
const transcriptSchema = z.object({
lead_id: z.string().min(1),
title: z.string().optional(),
content: z.string().min(1, "Il testo del transcript è obbligatorio"),
call_date: z.string().regex(/^\d{4}-\d{2}-\d{2}$/, "Data non valida"),
});
type TranscriptInput = z.infer<typeof transcriptSchema>;
export function TranscriptModal({ leadId }: { leadId: string }) {
const [open, setOpen] = useState(false);
const [loading, setLoading] = useState(false);
const [error, setError] = useState<string | null>(null);
const form = useForm<TranscriptInput>({
resolver: zodResolver(transcriptSchema),
defaultValues: {
lead_id: leadId,
title: "",
content: "",
call_date: new Date().toISOString().split("T")[0],
},
});
async function onSubmit(data: TranscriptInput) {
setLoading(true);
setError(null);
try {
const result = await addTranscript(data);
if (result.success) {
setOpen(false);
form.reset({
lead_id: leadId,
title: "",
content: "",
call_date: new Date().toISOString().split("T")[0],
});
} else {
setError(result.error ?? "Errore nel salvataggio");
}
} finally {
setLoading(false);
}
}
return (
<Dialog open={open} onOpenChange={setOpen}>
<DialogTrigger asChild>
<Button variant="outline" size="sm">
Aggiungi Transcript
</Button>
</DialogTrigger>
<DialogContent className="max-w-2xl">
<DialogHeader>
<DialogTitle>Aggiungi Transcript Call</DialogTitle>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
<div className="grid grid-cols-2 gap-4">
<FormField
control={form.control}
name="call_date"
render={({ field }) => (
<FormItem>
<FormLabel>Data call</FormLabel>
<FormControl>
<Input type="date" {...field} value={field.value || ""} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="title"
render={({ field }) => (
<FormItem>
<FormLabel>Titolo (opzionale)</FormLabel>
<FormControl>
<Input
placeholder="es. Discovery call"
{...field}
value={field.value || ""}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
<FormField
control={form.control}
name="content"
render={({ field }) => (
<FormItem>
<FormLabel>Transcript</FormLabel>
<FormControl>
<Textarea
placeholder="Incolla qui il testo del transcript..."
className="min-h-48 resize-y"
{...field}
value={field.value || ""}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
{error && <p className="text-sm text-red-600">{error}</p>}
<Button type="submit" className="w-full" disabled={loading}>
{loading ? "Salvataggio..." : "Salva Transcript"}
</Button>
</form>
</Form>
</DialogContent>
</Dialog>
);
}
```
---
**Aggiornare src/app/admin/leads/[id]/page.tsx:**
Aggiungere `getTranscripts` all'import da lead-service:
```typescript
import { getActivityLog, getUpcomingReminders, getTranscripts } from "@/lib/lead-service";
```
Aggiungere la fetch nel corpo del componente. La page attualmente fa due call sequenziali dopo il Promise.all. Aggiungere `getTranscripts(id)` in parallelo con le altre:
```typescript
const [leads, options, transcripts] = await Promise.all([
getLeadsWithTags(),
getLeadFieldOptions(),
getTranscripts(id),
]);
```
Oppure, se la struttura attuale non usa Promise.all per tutte le chiamate, aggiungere sequenzialmente dopo `reminders`:
```typescript
const transcripts = await getTranscripts(id);
```
Passare la prop al componente:
```typescript
return (
<LeadDetail
lead={lead}
activities={activities}
reminders={reminders}
tags={lead.tags}
tagOptions={options.tags}
transcripts={transcripts}
/>
);
```
</action>
<verify>
<automated>cd /Users/simonecavalli/Vault/IAMCAVALLI && npx tsc --noEmit 2>&1 | grep -E "TranscriptModal|page" | head -10</automated>
</verify>
<acceptance_criteria>
- File `src/components/admin/leads/TranscriptModal.tsx` esiste
- `grep -c "export function TranscriptModal" src/components/admin/leads/TranscriptModal.tsx` restituisce 1
- `grep -c "min-h-48" src/components/admin/leads/TranscriptModal.tsx` restituisce 1 (textarea generosa)
- `grep -c "Aggiungi Transcript" src/components/admin/leads/TranscriptModal.tsx` restituisce almeno 1
- `grep -c "getTranscripts" src/app/admin/leads/[id]/page.tsx` restituisce almeno 2 (import + chiamata)
- `grep -c "transcripts={transcripts}" src/app/admin/leads/[id]/page.tsx` restituisce 1
- `npx tsc --noEmit` passa senza errori su questi file
</acceptance_criteria>
<done>TranscriptModal creato, page.tsx aggiornata con getTranscripts e prop transcripts passata a LeadDetail.</done>
</task>
<task type="auto">
<name>Task 2: Aggiornare LeadDetail.tsx — aggiungere prop transcripts e sezione Transcript</name>
<files>src/components/admin/leads/LeadDetail.tsx</files>
<read_first>
- src/components/admin/leads/LeadDetail.tsx (leggere per vedere la struttura attuale — dove finisce la sezione Attività e dove inserire Transcript)
</read_first>
<action>
Aggiornare `src/components/admin/leads/LeadDetail.tsx` con le seguenti modifiche:
**1. Aggiungere import:**
```typescript
import { ClientTranscript } from "@/db/schema";
import { useTransition } from "react"; // già importato — verificare che ci sia
import { TranscriptModal } from "./TranscriptModal";
import { deleteTranscript } from "@/app/admin/leads/actions";
```
**2. Aggiungere `transcripts` alla prop interface:**
```typescript
export function LeadDetail({
lead,
activities,
reminders,
tags,
tagOptions,
transcripts, // ← aggiungere
}: {
lead: Lead;
activities: Activity[];
reminders: Reminder[];
tags: string[];
tagOptions: string[];
transcripts: ClientTranscript[]; // ← aggiungere
})
```
**3. Aggiungere state per expand/collapse e delete nel corpo del componente:**
Aggiungere dopo gli useState esistenti:
```typescript
const [expandedIds, setExpandedIds] = useState<Set<string>>(new Set());
const [deletingId, setDeletingId] = useState<string | null>(null);
const [, startDeleteTransition] = useTransition();
function toggleExpand(id: string) {
setExpandedIds((prev) => {
const next = new Set(prev);
if (next.has(id)) next.delete(id);
else next.add(id);
return next;
});
}
function handleDelete(transcriptId: string) {
setDeletingId(transcriptId);
startDeleteTransition(async () => {
try {
await deleteTranscript(transcriptId, lead.id);
router.refresh();
} catch (e) {
console.error("deleteTranscript error:", e);
} finally {
setDeletingId(null);
}
});
}
```
**4. Aggiungere il pulsante TranscriptModal nell'header (accanto a LogActivityModal):**
```typescript
<div className="flex gap-2">
<LogActivityModal leadId={lead.id} />
<TranscriptModal leadId={lead.id} /> {/* ← aggiungere */}
<SendQuoteModal leadId={lead.id} />
<EditLeadModal lead={lead} />
</div>
```
**5. Aggiungere la sezione Transcript dopo la sezione Storico Attività (dopo la chiusura del `</Card>` dell'attività):**
```typescript
{/* Transcript */}
<Card>
<CardHeader className="flex flex-row items-center justify-between">
<CardTitle>Transcript Call</CardTitle>
<span className="text-sm text-gray-500">
{transcripts.length} {transcripts.length === 1 ? "transcript" : "transcript"}
</span>
</CardHeader>
<CardContent>
{transcripts.length > 0 ? (
<div className="space-y-4">
{transcripts.map((t) => {
const isExpanded = expandedIds.has(t.id);
// Formattare call_date come "12 giugno 2026"
// call_date è string "YYYY-MM-DD" — aggiungere T00:00:00 per evitare timezone shift
const formattedDate = format(
new Date(t.call_date + "T00:00:00"),
"d MMMM yyyy",
{ locale: it }
);
// Anteprima: prime 3 righe o 200 caratteri (il primo valore raggiunto)
const preview = t.content
.split("\n")
.slice(0, 3)
.join("\n")
.slice(0, 200);
const hasMore = t.content.length > preview.length || t.content.split("\n").length > 3;
return (
<div key={t.id} className="border-l-4 border-purple-300 pl-4 pb-4">
<div className="flex items-start justify-between gap-2">
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2 flex-wrap">
<span className="font-medium text-sm">{formattedDate}</span>
{t.title && (
<span className="text-gray-600 text-sm"> {t.title}</span>
)}
</div>
<div className="mt-2 text-sm text-gray-700 whitespace-pre-wrap">
{isExpanded ? t.content : preview}
{!isExpanded && hasMore && (
<span className="text-gray-400">...</span>
)}
</div>
{hasMore && (
<button
onClick={() => toggleExpand(t.id)}
className="text-xs text-blue-600 hover:underline mt-1"
>
{isExpanded ? "Mostra meno" : "Mostra tutto"}
</button>
)}
</div>
<Button
variant="ghost"
size="sm"
className="text-red-600 hover:text-red-700 shrink-0"
disabled={deletingId === t.id}
onClick={() => handleDelete(t.id)}
>
{deletingId === t.id ? "..." : "Elimina"}
</Button>
</div>
</div>
);
})}
</div>
) : (
<p className="text-gray-500 text-sm">Nessun transcript registrato</p>
)}
</CardContent>
</Card>
```
</action>
<verify>
<automated>cd /Users/simonecavalli/Vault/IAMCAVALLI && npx tsc --noEmit 2>&1 | grep "LeadDetail" | head -10</automated>
</verify>
<acceptance_criteria>
- `grep -c "transcripts: ClientTranscript\[\]" src/components/admin/leads/LeadDetail.tsx` restituisce 1
- `grep -c "TranscriptModal" src/components/admin/leads/LeadDetail.tsx` restituisce almeno 2 (import + uso nel JSX)
- `grep -c "deleteTranscript" src/components/admin/leads/LeadDetail.tsx` restituisce almeno 2 (import + uso in handleDelete)
- `grep -c "Transcript Call" src/components/admin/leads/LeadDetail.tsx` restituisce 1 (titolo Card sezione)
- `grep -c "Mostra tutto" src/components/admin/leads/LeadDetail.tsx` restituisce 1 (expand/collapse)
- `grep -c "T00:00:00" src/components/admin/leads/LeadDetail.tsx` restituisce 1 (fix timezone per call_date)
- `grep -c "border-l-4 border-purple-300" src/components/admin/leads/LeadDetail.tsx` restituisce 1 (stile sezione transcript, distinto dal blu delle attività)
- `npx tsc --noEmit` passa senza errori su LeadDetail.tsx
- `npm run build` completa senza errori (verificare alla fine)
</acceptance_criteria>
<done>LeadDetail aggiornato con prop transcripts, sezione Transcript con lista expand/collapse e azione Elimina posizionata dopo Storico Attività.</done>
</task>
</tasks>
<threat_model>
## Trust Boundaries
| Boundary | Descrizione |
|----------|-------------|
| browser → TranscriptModal form | Input utente admin non sanitizzato prima del submit |
| TranscriptModal → addTranscript server action | "use server" boundary — Zod valida il payload |
## STRIDE Threat Register
| Threat ID | Category | Component | Disposition | Mitigation Plan |
|-----------|----------|-----------|-------------|-----------------|
| T-20-08 | Tampering | TranscriptModal — content field | accept | Il content è testo grezzo (textarea), non renderizzato come HTML nella UI — nessun XSS possibile con `whitespace-pre-wrap` senza `dangerouslySetInnerHTML`; Zod valida min length 1 |
| T-20-09 | Elevation of Privilege | TranscriptModal — addTranscript call | mitigate | La route `/admin/leads/[id]` è protetta dal middleware Auth.js (sessione admin richiesta); `addTranscript` server action chiama `requireAdmin()` come prima istruzione |
| T-20-10 | Elevation of Privilege | deleteTranscript client call | mitigate | `deleteTranscript` server action chiama `requireAdmin()` come prima istruzione; il transcriptId viene dalla prop SSR, non da input utente libero |
| T-20-11 | Information Disclosure | Transcript content nel DOM | accept | La pagina è `/admin/*` — solo admin autenticato la vede; nessuna esposizione lato client pubblico |
</threat_model>
<verification>
```bash
cd /Users/simonecavalli/Vault/IAMCAVALLI
# Verificare che tutti i file esistano
ls -la src/components/admin/leads/TranscriptModal.tsx
grep -c "getTranscripts" src/app/admin/leads/\[id\]/page.tsx
grep -c "transcripts: ClientTranscript" src/components/admin/leads/LeadDetail.tsx
# Verificare struttura sezione Transcript
grep -n "Transcript\|deleteTranscript\|TranscriptModal" src/components/admin/leads/LeadDetail.tsx
# Build completo
npm run build 2>&1 | tail -15
```
</verification>
<success_criteria>
- `TranscriptModal.tsx` esiste con form: call_date (date input), title (optional text), content (textarea min-h-48) (KB-02)
- `LeadDetail.tsx` ha prop `transcripts: ClientTranscript[]` e sezione "Transcript Call" dopo "Storico Attività" (KB-02, D-05)
- Lista transcript mostra: data formattata in italiano, titolo se presente, anteprima testo con expand/collapse, bottone Elimina (KB-02)
- `page.tsx` chiama `getTranscripts(id)` e passa `transcripts` a `LeadDetail` (KB-02)
- `npm run build` completa senza errori TypeScript o di compilazione
</success_criteria>
<output>
Dopo il completamento, creare `.planning/phases/20-knowledge-base-cliente/20-03-SUMMARY.md` con:
- Componenti creati: TranscriptModal.tsx
- Componenti modificati: LeadDetail.tsx, page.tsx
- Features: modal aggiunta, lista con expand/collapse, eliminazione, data in italiano
- Build status: passed/failed
- Note su eventuali adattamenti ai pattern esistenti
</output>
@@ -0,0 +1,34 @@
---
phase: 20-knowledge-base-cliente
plan: "03"
status: complete
completed_at: "2026-06-20"
---
# Plan 20-03 Summary: UI Transcript Call
## What Was Built
UI completa per aggiungere, visualizzare ed eliminare i transcript delle call nel profilo lead.
## Key Files
### Created
- `src/components/admin/leads/TranscriptModal.tsx` — modal form (call_date + title + content textarea min-h-48)
### Modified
- `src/components/admin/leads/LeadDetail.tsx` — prop `transcripts: ClientTranscript[]`, sezione "Transcript Call" con expand/collapse e Elimina, TranscriptModal nel header
- `src/app/admin/leads/[id]/page.tsx``getTranscripts(id)` nel Promise.all, prop `transcripts` passato a LeadDetail
## Self-Check: PASSED
-`TranscriptModal.tsx` esiste con form call_date/title/content (min-h-48)
-`LeadDetail.tsx` ha prop `transcripts: ClientTranscript[]`
- ✓ Sezione "Transcript Call" appare dopo "Storico Attività"
- ✓ Data formattata in italiano con `new Date(t.call_date + "T00:00:00")` (fix TZ shift)
- ✓ Preview 3 righe/200 caratteri con toggle "Mostra tutto / Mostra meno"
- ✓ Bottone "Elimina" via `deleteTranscript` server action
-`border-l-4 border-purple-300` — stile distinto dal blu delle attività
-`getTranscripts(id)` nel Promise.all di page.tsx
-`npx tsc --noEmit` → no errors
-`npm run build` → clean
@@ -0,0 +1,111 @@
# Phase 20: Knowledge Base Cliente — Context
**Gathered:** 2026-06-19
**Status:** Ready for planning
<domain>
## Phase Boundary
Aggiungere uno store di transcript datati per lead: l'admin incolla il testo grezzo di ogni call con data e titolo libero, la lista appare in ordine cronologico nel dettaglio lead, e i dati sono pronti per essere letti dall'agente AI in Phase 21.
**In scope:** schema `client_transcripts` + server actions + UI nel LeadDetail
**Out of scope:** UI per clienti (client_id FK presente ma non esposta), ricerca full-text sui transcript, trascrizione automatica da audio
</domain>
<decisions>
## Implementation Decisions
### Schema — client_transcripts
- **D-01:** La tabella `client_transcripts` ha **entrambe** le FK nullable: `lead_id` (references leads, onDelete cascade) e `client_id` (references clients, onDelete cascade). Ragionamento: prepara la struttura per transcript post-conversione senza richiedere una migration futura.
- **D-02:** Campi: `id` (nanoid PK), `lead_id` (nullable FK), `client_id` (nullable FK), `title` (text, optional — titolo libero es. "Discovery call 12 giugno"), `content` (text NOT NULL — testo incollato, lunghezza illimitata), `call_date` (date NOT NULL — giorno della call, non timestamp), `created_at` (timestamp with timezone, defaultNow).
- **D-03:** Migration mano-scritta come 0009 — drizzle-kit generate è rotto. Applicata a prod via SSH **prima** di pushare il codice dipendente (invariante bloccante del progetto).
### UI — Solo lato lead in Phase 20
- **D-04:** In Phase 20 la UI espone solo il lato lead. La FK `client_id` è nello schema ma **non ha form o lista** in questa fase — si aggiunge in futuro se serve la pagina `/admin/clients/[id]`.
- **D-05:** I transcript sono listati in ordine `call_date DESC` nel dettaglio lead (chiamata più recente in cima).
### Claude's Discretion
Le seguenti aree non sono state discusse — Claude ha flessibilità:
- **Metadati:** No tipo enum — `title` libero (optional) è sufficiente. Il testo del transcript parla da solo.
- **Placement UI:** Nuova sezione "Transcript" collassabile in `LeadDetail`, dopo la sezione Attività esistente. Stessa convenzione visiva (Card + lista). Form/modal per aggiungere seguendo il pattern `LogActivityModal`.
- **Nessun limite di lunghezza:** `content` è `text` PostgreSQL (illimitato). Textarea nel form senza troncatura.
</decisions>
<canonical_refs>
## Canonical References
**Downstream agents MUST read these before planning or implementing.**
### Requirements & Roadmap
- `.planning/ROADMAP.md` — Phase 20 goal, success criteria, schema spec (`client_transcripts` con `lead_id/client_id, testo, data, titolo/tipo, created_at`)
- `.planning/REQUIREMENTS.md` — KB-01 (schema additivo transcript), KB-02 (UI incolla/elenca)
### Schema & Migrations
- `src/db/schema.ts` — pattern tabelle append-only CRM: `activities` (lead_id, type, notes, activity_date), `reminders` (lead_id, due_date). La nuova `client_transcripts` segue questo pattern.
- `src/db/migrations/0008_offer_tier_schema.sql` — ultimo esempio di SQL migration a mano (struttura e convenzioni da seguire)
- `src/db/migrations/0005_phase_10_crm_leads_activities_reminders.sql` — migration originale di `activities` e `reminders` (pattern più vicino alla nuova tabella)
### UI & Components
- `src/components/admin/leads/LeadDetail.tsx` — struttura UI esistente del dettaglio lead (dove va inserita la sezione Transcript)
- `src/components/admin/leads/LogActivityModal.tsx` — pattern modal per aggiungere dati CRM (da seguire per il form transcript)
- `src/app/admin/leads/[id]/page.tsx` — pattern page con `Promise.all` per fetch parallele (aggiungere `getTranscripts(id)`)
### Query & Actions Layer
- `src/lib/lead-service.ts` — pattern query layer CRM (`getActivityLog`, `getUpcomingReminders` — aggiungere `getTranscripts`)
- `src/app/admin/leads/actions.ts` — pattern server actions con `requireAdmin` guard (da seguire per `addTranscript`, `deleteTranscript`)
</canonical_refs>
<code_context>
## Existing Code Insights
### Reusable Assets
- `LogActivityModal.tsx` — modal con form controllato (date picker + textarea + submit), pronto da clonare per il form transcript
- `activities` / `reminders` pattern in `schema.ts` — FK `lead_id` con `onDelete: cascade`, `nanoid()` PK, `created_at` defaultNow — copia esatta per `client_transcripts`
- `getActivityLog(leadId)` in `lead-service.ts` — query Drizzle con `where(eq(activities.lead_id, leadId))` e `orderBy(desc(activities.activity_date))` — pattern identico per `getTranscripts`
- `Card`, `CardContent`, `CardHeader`, `CardTitle` da shadcn/ui — già usati nel LeadDetail per ogni sezione
### Established Patterns
- **Migration a mano**: ogni schema change è SQL scritto a mano (`CREATE TABLE IF NOT EXISTS`, tipi Postgres espliciti, FK con `ON DELETE CASCADE`). NON usare `drizzle-kit generate`.
- **requireAdmin guard**: tutte le server actions in `actions.ts` iniziano con `await requireAdmin()` — obbligatorio anche per le nuove actions transcript.
- **`revalidatePath`** dopo ogni mutation: `revalidatePath(\`/admin/leads/${leadId}\`)`.
- **Promise.all fetch**: `page.tsx` del dettaglio lead usa `await Promise.all([...])` per fetch parallele — aggiungere `getTranscripts(id)` nello stesso array.
### Integration Points
- `src/app/admin/leads/[id]/page.tsx` — aggiungere `getTranscripts(id)` nel `Promise.all`, passare `transcripts` a `<LeadDetail />`
- `src/components/admin/leads/LeadDetail.tsx` — aggiungere prop `transcripts` e sezione "Transcript" dopo `<ActivitySection>`
- `src/db/schema.ts` — aggiungere definizione `client_transcripts` + relazioni Drizzle
- `src/lib/lead-service.ts` — aggiungere `getTranscripts(leadId: string)`
- `src/app/admin/leads/actions.ts` — aggiungere `addTranscript(leadId, data)` e `deleteTranscript(transcriptId)`
</code_context>
<specifics>
## Specific Ideas
- Il testo del transcript può essere molto lungo (trascrizioni complete di call). Il form deve avere una `<textarea>` con altezza generosa (es. min-h-48 o più) senza limite di caratteri.
- Il `call_date` è una `date` (non timestamp) — l'admin sceglie il giorno della call, non l'ora. Nel DB: `DATE` type PostgreSQL.
- La lista transcript deve mostrare: `call_date` formattata (es. "12 giugno 2026"), `title` se presente, anteprima delle prime righe del `content`, e un'azione "Elimina". Espansione/collapse del testo completo.
- Phase 21 leggerà i transcript via `getTranscripts(leadId)` — la query deve restituire tutti i campi incluso `content` completo.
</specifics>
<deferred>
## Deferred Ideas
- **UI transcript per clienti** (`/admin/clients/[id]`): la FK `client_id` è nella tabella, ma la UI lato cliente è deferred a una fase futura (post v2.2 o su richiesta).
- **Ricerca full-text sui transcript**: fuori scope v2.2 — i transcript vengono letti dall'AI in blocco, non cercati dall'admin.
- **Trascrizione automatica da audio**: fuori scope — l'admin incolla manualmente il testo.
</deferred>
---
*Phase: 20-Knowledge Base Cliente*
*Context gathered: 2026-06-19*
@@ -0,0 +1,50 @@
# Phase 20: Knowledge Base Cliente — Discussion Log
> **Audit trail only.** Do not use as input to planning, research, or execution agents.
> Decisions are captured in CONTEXT.md — this log preserves the alternatives considered.
**Date:** 2026-06-19
**Phase:** 20-knowledge-base-cliente
**Areas discussed:** Lead-scoped o anche client?
---
## Lead-scoped o anche client?
### Q1 — FK scope della tabella
| Option | Description | Selected |
|--------|-------------|----------|
| Solo lead per ora | `client_transcripts` ha solo `lead_id`. Semplice, sufficiente per Phase 21. La FK `client_id` si aggiunge in futuro se serve. | |
| Prepara entrambe le FK ora | `lead_id` e `client_id` entrambi nullable nella tabella. Più lavoro ora, ma non serve una migration futura se vuoi trascrizioni anche per clienti esistenti. | ✓ |
**User's choice:** Prepara entrambe le FK ora
**Notes:** L'utente preferisce prepararsi alla flessibilità futura con una sola migration ora.
---
### Q2 — UI Phase 20 per client_id
| Option | Description | Selected |
|--------|-------------|----------|
| Solo dal dettaglio lead per ora | La FK `client_id` c'è nello schema ma non è esposta in UI in Phase 20. Si usa quando un lead è convertito — per dopo. | ✓ |
| Anche dalla pagina admin cliente | Phase 20 aggiunge il blocco transcript sia nel LeadDetail che in `/admin/clients/[id]`. Più lavoro, ma copre subito clienti esistenti senza lead. | |
**User's choice:** Solo dal dettaglio lead per ora
**Notes:** L'UI Phase 20 è solo lato lead. `client_id` è nello schema ma non esposta.
---
## Claude's Discretion
Le seguenti aree non sono state discusse e sono state lasciate al giudizio di Claude:
- **Metadati del transcript** — Scelto: `title` (text, optional) + `content` (text, illimitato) + `call_date` (date). No enum tipo — il titolo libero è sufficiente.
- **Collocazione UI nel LeadDetail** — Scelto: nuova sezione "Transcript" collassabile dopo le Attività, seguendo il pattern visivo esistente (Card + lista). Modal per aggiungere (come `LogActivityModal`).
- **Ordinamento** — `call_date DESC` (chiamata più recente in cima).
## Deferred Ideas
- UI transcript nella pagina admin cliente (`/admin/clients/[id]`) — la FK è pronta, la UI è deferred post-v2.2.
- Ricerca full-text sui transcript — fuori scope, i transcript vengono letti dall'AI in blocco.
- Trascrizione automatica da audio — fuori scope v2.2.
@@ -0,0 +1,53 @@
---
phase: 21-agente-ai-generazione-preventivo
plan: "01"
status: complete
completed_at: "2026-06-20"
requirements_satisfied:
- AI-01
- AI-02
---
# Plan 21-01 Summary: Agente AI — Generazione Preventivo
## What Was Built
Sistema completo di generazione preventivo AI: l'admin seleziona un lead/cliente e un'offerta, il sistema legge i transcript della call e chiama Claude Opus 4.8 per generare una bozza di preventivo strutturata in JSON. La bozza viene salvata nel DB come `draft`, l'admin la rivede e la pubblica.
## Key Files
### Created
- `src/lib/proposal/schema.ts` — Zod schema `ProposalContent` (vision, problems 3-5, solutions, scope, deliverables, timeline, stagesRecap, comparisonMatrix)
- `src/lib/proposal/agent.ts``generateProposalContent()`: chiama Claude Opus 4.8, valida output Zod, gestisce JSON wrapping in backtick
- `src/lib/proposal/assemble.ts``assembleProposal()`: fonde content AI + offerta DB (snapshot prezzi) + profilo consulente in `AssembledProposal`
- `src/lib/proposal/profile.ts``CONSULTANT_PROFILE`: fonte di verità statica (bio, facts, testimonianze, legal, nextSteps) — editare direttamente per aggiornare
- `src/lib/proposal/queries.ts``listProposals`, `getProposalById`, `getProposalBySlug` con join leads/clients/offer_macros
- `src/app/admin/preventivi/actions.ts``generateProposalDraft`, `publishProposal`, `updateProposalTitle`, `deleteProposal` (server actions)
- `src/app/admin/preventivi/page.tsx` — lista preventivi admin con stato (bozza/pubblicato/accettato/rifiutato)
- `src/app/admin/preventivi/genera/page.tsx` + `GeneraProposalForm.tsx` — form builder con pre-fill `?lead_id=X` da LeadDetail
- `src/app/admin/preventivi/[id]/page.tsx` — review bozza: titolo editabile, pubblica, elimina
- `src/db/migrations/0010_proposals.sql``CREATE TABLE IF NOT EXISTS proposals` (id, slug, lead_id, client_id, offer_macro_id, title, content jsonb, model, state, selected_tier, accepted_at immutabile, client_email, client_notes)
### Modified
- `src/db/schema.ts` — tabella `proposals` + `proposalsRelations` + tipi `Proposal`/`NewProposal`
- `src/components/admin/AdminSidebar.tsx` — voce "Preventivi" + CTA globale lime "Genera preventivo"
- `src/components/admin/leads/LeadDetail.tsx` — pulsante "Genera preventivo" → `/admin/preventivi/genera?lead_id=X`
## Architecture Decisions
| Decisione | Scelta | Motivo |
|-----------|--------|--------|
| Output AI | JSON strutturato → Zod validate | Coerenza visiva garantita, zero rischio HTML rotto |
| Storage | `content jsonb` snapshot completo | Parser automatico postgres-js, type-safe, immutabile |
| Profile | File `profile.ts` hardcoded | No UI necessaria v1, editing diretto semplice |
| Modello | `claude-opus-4-8` | Qualità copywriting strategico superiore |
## Requirements Verified
- AI-01: ✅ Admin seleziona cliente+offerta → AI legge transcript + offerta → genera bozza personalizzata
- AI-02: ✅ Admin rivede ed edita il titolo della bozza, la pubblica o elimina prima dell'invio
## Post-Deploy Steps Completed
- Migration 0010 applicata a prod via SSH tunnel (2026-06-20 14:29)
- `ANTHROPIC_API_KEY` configurata in Coolify (2026-06-20 — fix chiave invalida)
@@ -0,0 +1,122 @@
# Phase 21: Agente AI — generazione preventivo - Context
**Gathered:** 2026-06-20
**Status:** Ready for planning
<domain>
## Phase Boundary
L'admin apre il dettaglio di un lead, seleziona un'offerta e lancia la generazione: Claude legge i transcript del lead e i dati dell'offerta (tutti e 3 i tier) e produce una bozza di preventivo strutturata in sezioni fisse. L'admin rivede il testo in una textarea e salva la bozza prima che diventi pubblicabile in Phase 22.
**In scope:** prompt engineering + chiamata API Claude + bozza strutturata in sezioni + form di revisione/editing + tabella `proposals` nel DB
**Out of scope:** pagina pubblica `/preventivo/[slug]` (Phase 22), invio email (Phase 22), accettazione/rifiuto cliente (Phase 22)
</domain>
<decisions>
## Implementation Decisions
### Struttura output AI
- **D-01:** Claude produce sezioni strutturate fisse, non testo libero. Il prompt specifica esattamente i blocchi da riempire.
- **D-02:** Le sezioni del preventivo generato sono, in ordine:
1. **Situazione Attuale** — Claude descrive la situazione del cliente basandosi sul contenuto dei transcript (cosa sta vivendo, i pain emersi nelle call)
2. **La Proposta** — Presentazione personalizzata dell'offerta: perché questa offerta è giusta per questo cliente specifico
3. **Opzione A / Opzione B / Opzione C** — Una sotto-sezione per ogni tier, con lista dei servizi inclusi e prezzo pubblico del tier
4. **Prossimi Passi** — Call to action finale (Claude scrive testo standard, admin può editare)
- **D-03:** L'admin **non sceglie un tier** prima della generazione. Claude genera tutti e 3 i tier in un unico documento. Il cliente leggerà le 3 opzioni e sceglierà.
### Claude's Discretion
Le seguenti aree non sono state discusse — Claude ha flessibilità:
- **Builder location:** Entry point nel LeadDetail esistente (`src/components/admin/leads/LeadDetail.tsx`) — bottone "Genera Preventivo" che apre un modal o sezione inline con selezione offerta + trigger generazione. È il posto più naturale perché i transcript del lead sono già in contesto.
- **UX generazione:** Fire-and-wait con spinner. Nessun streaming. L'admin clicca "Genera", vede uno stato di caricamento, poi il testo appare. Più semplice e affidabile per il caso d'uso (generazione ~5-15 sec).
- **Editor bozza:** Textarea non-formattata. Il preventivo generato appare in una `<textarea>` grande che l'admin può editare liberamente prima di salvare. Nessun rich text editor in questa fase.
- **SDK:** `@anthropic-ai/sdk` (pacchetto ufficiale Anthropic). Nessun Vercel AI SDK o LangChain.
- **Modello:** `claude-sonnet-4-6` (modello attivo del progetto).
- **Storage:** Nuova tabella `proposals` nel DB seguendo i pattern esistenti: `id` (nanoid PK), `lead_id` (FK → leads, nullable cascade), `offer_id` (FK → offer_macros), `content` (text NOT NULL — il testo completo della bozza), `slug` (text unique — nanoid, per il link pubblico Phase 22), `status` (text: `draft` | `published`), `created_at` (timestamp with timezone).
- **Migration:** SQL a mano come `0010_proposals.sql` (drizzle-kit generate è rotto). Applicare a prod via SSH prima di pushare il codice.
- **Server action / API route:** Server Action Next.js per il trigger di generazione (pattern coerente col resto del progetto). La chiamata Anthropic avviene lato server.
</decisions>
<canonical_refs>
## Canonical References
**Downstream agents MUST read these before planning or implementing.**
### Requirements & Roadmap
- `.planning/ROADMAP.md` — Phase 21 goal, success criteria (AI-01/AI-02), dipendenze (Phase 20 + DB offerte Phase 11/12)
- `.planning/REQUIREMENTS.md` — AI-01 (generazione), AI-02 (revisione bozza)
### Contesto Phase 20 (transcript — input dell'AI)
- `.planning/phases/20-knowledge-base-cliente/20-CONTEXT.md` — Decisioni schema `client_transcripts`, pattern query, struttura dati che l'AI deve leggere
- `src/lib/lead-service.ts``getTranscripts(leadId)` → restituisce array con `{id, title, content, call_date}` ordinati per data DESC; il campo `content` è testo integrale, non troncato
### Dati offerta (input dell'AI)
- `src/lib/offer-queries.ts``getOfferEditorData(macroId)` → restituisce i dati completi dell'offerta inclusi tier A/B/C con servizi e `public_price`; questa è la funzione da usare per costruire il contesto offerta nel prompt
- `src/app/admin/offers/actions.ts` — pattern server actions per offerte (riferimento per nuovo layer proposals)
### Schema & Migrations
- `src/db/schema.ts` — pattern tabelle esistenti: `leads`, `activities`, `clientTranscripts`, `offer_macros` — usare per definire `proposals`
- `src/db/migrations/0009_client_transcripts.sql` — ultimo esempio SQL migration a mano (struttura e convenzioni da replicare per `0010_proposals.sql`)
### UI & Integration Points
- `src/components/admin/leads/LeadDetail.tsx` — struttura UI dove va aggiunto il trigger "Genera Preventivo" e la sezione bozza
- `src/app/admin/leads/[id]/page.tsx` — page con `Promise.all` per fetch parallele (pattern da seguire, aggiungere fetch proposals)
- `src/app/admin/leads/actions.ts` — pattern `requireAdmin` guard + `revalidatePath` (da seguire per le nuove actions proposals)
### Sicurezza & Architettura
- `CLAUDE.md` → sezione Architecture Constraints: `quote_items` MAI esposti via client API; la nuova tabella `proposals` segue lo stesso principio — `content` non esposto via client token senza consenso esplicito Phase 22
</canonical_refs>
<code_context>
## Existing Code Insights
### Reusable Assets
- `getTranscripts(leadId)` in `src/lib/lead-service.ts` — pronta, restituisce `content` integrale; concatenare i transcript in ordine cronologico per il prompt AI
- `getOfferEditorData(macroId)` in `src/lib/offer-queries.ts` — restituisce tier A/B/C con array di servizi e `public_price` per tier; mappare questi dati nel prompt con nome servizi + prezzi
- `nanoid` — già in uso nel progetto per PK; riusare per `proposals.id` e `proposals.slug`
- `requireAdmin()` — già in ogni server action, obbligatorio anche per le nuove actions proposals
### Established Patterns
- **Migration a mano**: `CREATE TABLE IF NOT EXISTS`, tipi Postgres espliciti, FK con `ON DELETE CASCADE` (o `SET NULL` se nullable). NON usare `drizzle-kit generate`.
- **Prod-first migration**: la migration `0010_proposals.sql` DEVE essere applicata a prod via SSH+docker exec (`ssh -L 54321:localhost:54321 root@178.104.27.55`) PRIMA di pushare il codice che la referenzia.
- **Server Actions con revalidatePath**: ogni mutation chiama `revalidatePath()` sul path del lead.
- **Promise.all fetch**: `page.tsx` del lead usa `await Promise.all([...])` — aggiungere `getProposals(id)` nello stesso array.
### Integration Points
- `src/app/admin/leads/[id]/page.tsx` — aggiungere `getProposals(id)` nel `Promise.all`, passare `proposals` a `<LeadDetail />`
- `src/components/admin/leads/LeadDetail.tsx` — aggiungere sezione "Preventivo" con bottone trigger + form selezione offerta + textarea bozza
- `src/db/schema.ts` — aggiungere definizione `proposals` + relazioni Drizzle
- `src/lib/lead-service.ts` (o nuovo `src/lib/proposal-service.ts`) — `generateProposal(leadId, offerId)`, `getProposals(leadId)`, `saveProposal(id, content)`
- `.env.local` — aggiungere `ANTHROPIC_API_KEY` (richiede configurazione in Coolify per produzione)
</code_context>
<specifics>
## Specific Ideas
- Il preventivo è multi-tier by design: non c'è una scelta del tier nella UI di generazione. Claude scrive 3 opzioni (A/B/C) in un solo documento, il cliente legge e sceglie.
- La sezione "Opzione A/B/C" deve mostrare i nomi dei servizi inclusi in modo leggibile (non JSON grezzo), e il `public_price` del tier in modo prominente.
- La sezione "Situazione Attuale" è la parte più personalizzata — Claude deve pescare dai transcript specifici insights sul cliente, non frasi generiche. Il prompt deve guidare su questo.
- L'admin in fase di review vede l'intero testo del preventivo in una `<textarea>` di altezza generosa (tipo `min-h-96`) e può editare liberamente prima di salvare.
</specifics>
<deferred>
## Deferred Ideas
- **Scelta tier nel preventivo:** eventualmente l'admin potrebbe scegliere un tier da presentare → Phase 22 o fase futura post v2.2.
- **Streaming output AI:** Claude scrive in real-time → futura ottimizzazione UX se la latenza diventa un problema.
- **Versioning bozze:** mantenere storico delle generazioni per un lead → futura fase.
- **Agente multi-step con tool_use:** architettura più sofisticata dove Claude chiama tool API invece di ricevere dati pre-imbarcati nel prompt → futura fase.
</deferred>
---
*Phase: 21-Agente AI — generazione preventivo*
*Context gathered: 2026-06-20*
@@ -0,0 +1,40 @@
# Phase 21: Discussion Log
**Session:** 2026-06-20
**Areas discussed:** 1 of 4 identified (Struttura preventivo)
---
## Area: Struttura preventivo
### Q1 — Tipo di output AI
- **Opzioni:** Testo libero personalizzato / Sezioni strutturate fisse / Ibrido intro+sezioni
- **Scelta:** Sezioni strutturate fisse
- **Note:** L'admin e il cliente hanno bisogno di un documento prevedibile — le sezioni fisse rendono più facile sia il prompt engineering che l'editing successivo.
### Q2 — Quali sezioni
- **Opzioni (multi-select):** Situazione Attuale / La Proposta / Cosa è Incluso / Investimento + Prossimi Passi
- **Scelta:** Tutte e 4 le sezioni
- **Note:** L'utente ha aggiunto "penso che creo un agente apposta per questa parte" — chiarito che si trattava di un'altra sessione Claude Code, nessuna interferenza con questo progetto.
### Q3 — Tier: singolo o tutti e 3
- **Opzioni:** Un solo tier scelto dall'admin / Tutti e 3 i tier in un documento
- **Scelta:** Tutti e 3 i tier in un documento
- **Note:** Il preventivo presenta opzioni A/B/C al cliente, che sceglie leggendo.
---
## Aree non discusse (Claude's discretion)
- **Builder location:** Entry point nel LeadDetail esistente
- **UX generazione:** Fire-and-wait con spinner (no streaming)
- **Editor bozza:** Textarea plain text
---
## Idee deferred
- Scelta tier singolo nel preventivo (post v2.2)
- Streaming output AI (ottimizzazione futura)
- Versioning bozze
- Agente multi-step con tool_use
@@ -0,0 +1,72 @@
# Phase 21+22 — Agente AI Preventivo + Pagina Pubblica Deck
**Executed:** 2026-06-20
**Status:** Code complete — pending migration 0010 to prod
**Model used:** `claude-opus-4-8`
**Note:** Le fasi 21 (AI generation) e 22 (public page) sono state eseguite in un'unica sessione per coerenza architetturale.
---
## Scope eseguito
### Fase 21 — Agente AI (AI-01 / AI-02)
- `@anthropic-ai/sdk@0.105.0` installato
- `ANTHROPIC_API_KEY` aggiunta a `.env.local`
- `src/lib/proposal/schema.ts` — Zod schema `ProposalContent` (sezioni AI)
- `src/lib/proposal/agent.ts``generateProposalContent()` → Claude Opus 4.8, JSON strutturato validato Zod
- `src/lib/proposal/assemble.ts``assembleProposal()` fonde AI + offerta DB + config consulente
- `src/lib/proposal/profile.ts` — config statica consulente (bio, fatti, testimonianze, legal) — **editare con dati reali**
- `src/lib/proposal/queries.ts``listProposals`, `getProposalById`, `getProposalBySlug`
- `src/app/admin/preventivi/actions.ts``generateProposalDraft`, `publishProposal`, `updateProposalTitle`, `deleteProposal`
- `src/app/admin/preventivi/page.tsx` — lista preventivi admin
- `src/app/admin/preventivi/genera/page.tsx` + `GeneraProposalForm.tsx` — builder con pre-fill `?lead_id=X`
- `src/app/admin/preventivi/[id]/page.tsx` — review bozza + pubblica + elimina
- `src/components/admin/AdminSidebar.tsx` — voce "Preventivi" + CTA globale lime "Genera preventivo"
- `src/components/admin/leads/LeadDetail.tsx` — pulsante "Genera preventivo" → `/admin/preventivi/genera?lead_id=X`
### Fase 22 — Pagina pubblica deck (PUB-01 / PUB-02)
- `src/app/preventivo/[slug]/page.tsx` — server component pubblico, gestisce stati draft/published/accepted/rejected
- `src/app/preventivo/[slug]/actions.ts``acceptProposal` + `rejectProposal` con guard immutabilità `accepted_at`
- `src/components/public/proposal/ProposalDeck.tsx` — deck navigabile (frecce ←/→ + dot cliccabili + keyboard), light mode iamcavalli
- Sezioni (20+): Cover, Vision, Index, ChapterDivider, Strategist, Facts, Testimonials, ProblemNode, SynthesisDiagram, SolutionNode, SolutionSynthesis, Scope, Deliverables, Timeline, Pricing, StagesRecap, ComparisonMatrix, NextSteps, Accept, Closing
### Schema DB
- `src/db/migrations/0010_proposals.sql``CREATE TABLE IF NOT EXISTS proposals (...)`**applicare a prod via SSH prima del push**
- `src/db/schema.ts` — tabella `proposals` + relations + `Proposal`/`NewProposal` types
---
## Flusso end-to-end
```
Lead (con transcript) → LeadDetail "Genera preventivo"
→ /admin/preventivi/genera?lead_id=X
→ seleziona offerta → "Genera con AI"
→ server action: legge transcript + offerta → chiama Claude Opus 4.8 → Zod validate
→ assembla AssembledProposal (AI + offerta + config) → salva in proposals (draft)
→ redirect /admin/preventivi/[id] → review bozza → "Pubblica"
→ pagina pubblica /preventivo/[slug] — deck 20+ slide
→ cliente sceglie tier A/B/C → accetta → accepted_at IMMUTABILE
```
---
## Pending post-push
1. **Migration 0010 a prod** via `ssh -L 54321:localhost:54321 root@178.104.27.55` + script node
2. **Dati reali in `src/lib/proposal/profile.ts`** — bio, credenziali, testimonianze, contatti, foto URL
3. **`ANTHROPIC_API_KEY` in Coolify** (già in `.env.local` per dev)
4. **Wave 5 (opzionale)** — badge CRM su accept/reject + email Resend
---
## Decisioni architetturali
| Decisione | Scelta | Motivo |
|-----------|--------|--------|
| Output AI | JSON strutturato → template fisso | Coerenza visiva garantita, zero rischio HTML rotto |
| Bio/testimonianze | File config `profile.ts` | Editing semplice, no UI v1 |
| Entry point | LeadDetail + sidebar globale | GSD prescrive LeadDetail; sidebar è additive |
| `content` | `jsonb` (non `text`) | Parser automatico postgres-js, type-safe |
| Modello | `claude-opus-4-8` | Migliore qualità copywriting strategico |
| Phase split | 21+22 eseguite insieme | Dipendenza diretta, nessun vantaggio a splitparle |
@@ -0,0 +1,56 @@
---
phase: 22-pagina-pubblica-preventivo
plan: "01"
status: complete
completed_at: "2026-06-20"
requirements_satisfied:
- PUB-01
- PUB-02
known_gaps:
- PUB-03 (email Resend — non implementata, deferred to backlog)
---
# Plan 22-01 Summary: Pagina Pubblica Preventivo + Deck
## What Was Built
Pagina pubblica `/preventivo/[slug]` che presenta la proposta generata come deck interattivo di 20+ slide navigabili (frecce, tasti keyboard, dot navigator). Il cliente sceglie il tier A/B/C e accetta/rifiuta dalla pagina; l'esito si riflette nel DB con `accepted_at` immutabile. PUB-03 (invio email Resend) non implementato — il link va condiviso manualmente.
## Key Files
### Created
- `src/app/preventivo/[slug]/page.tsx` — server component pubblico; gestisce stati: draft (blocca accesso), published (mostra + accept), accepted/rejected (mostra con stato)
- `src/app/preventivo/[slug]/actions.ts``acceptProposal` (guard `accepted_at` immutabile + `selected_tier` validato A/B/C), `rejectProposal`
- `src/components/public/proposal/ProposalDeck.tsx` — deck client component: navigazione keyboard (←/→), dot cliccabili, topbar fissa (titolo + counter), bottombar fissa (frecce + dots); `h-screen overflow-hidden` per 100vh per slide
- `src/components/public/proposal/sections/` — 20 componenti slide:
- CoverSection, VisionSection, IndexSection
- ChapterDivider (×5), StrategistSection, FactsSection, TestimonialsSection
- ProblemNodeSection, SynthesisDiagramSection
- SolutionNodeSection, SolutionSynthesisSection
- ScopeSection, DeliverablesSection, TimelineSection
- PricingSection, StagesRecapSection, ComparisonMatrixSection
- NextStepsSection, AcceptSection, ClosingSection
## Architecture Decisions
| Decisione | Scelta | Motivo |
|-----------|--------|--------|
| Layout | `h-screen overflow-hidden` per slide | Nessun scroll di pagina, navigazione slide-by-slide |
| Navigazione | Keyboard + dots + click frecce | Universale, funziona su desktop e touch |
| Accettazione | `accepted_at` immutabile (guard server action) | Pattern coerente con `deliverables.approved_at` |
| Tier selezione | Radio A/B/C prima dell'accettazione | Cliente sceglie l'opzione, l'esito è univoco |
| Email | Non implementata (PUB-03) | Scope minimo, link condiviso manualmente per ora |
## Requirements Verified
- PUB-01: ✅ Proposta visibile come pagina pubblica HTML a `/preventivo/[slug]`, deck 20+ slide
- PUB-02: ✅ Cliente accetta/rifiuta dalla pagina; `state` + `accepted_at` + `selected_tier` aggiornati nel DB; admin vede esito nella lista preventivi
## Known Gap
- **PUB-03 — Email Resend**: il link preventivo non viene inviato automaticamente. Va copiato dall'admin e condiviso manualmente (es. via WhatsApp/email). Da implementare nella prossima milestone come prima feature.
## Fix Post-Deploy
- 2026-06-20: fix `h-screen overflow-hidden` su tutte le slide (erano `min-h-screen`, causavano scroll di pagina)
- 2026-06-20: `ANTHROPIC_API_KEY` mancante in Coolify — aggiunta via PHP artisan + redeploy
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"node_modules/ts-api-utils": {
"version": "2.5.0",
"resolved": "https://registry.npmjs.org/ts-api-utils/-/ts-api-utils-2.5.0.tgz",
+1
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@@ -9,6 +9,7 @@
"lint": "eslint"
},
"dependencies": {
"@anthropic-ai/sdk": "^0.105.0",
"@dnd-kit/core": "^6.3.1",
"@dnd-kit/sortable": "^10.0.0",
"@dnd-kit/utilities": "^3.2.2",
+118
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@@ -0,0 +1,118 @@
// Import offer membership tags for all 55 services.
// Stores in tags table with entity_type = "services" (same as the "Offerta" column).
// Idempotent: uses onConflictDoNothing.
// Run: same SSH tunnel pattern as other migration scripts.
import postgres from "postgres";
import { customAlphabet } from "nanoid";
const nanoid = customAlphabet("0123456789abcdefghijklmnopqrstuvwxyz", 12);
// name → offer types from the CSV "Offerta" column (multi-value pipe-separated)
const OFFER_MEMBERSHIPS: Record<string, string[]> = {
"Raccolta e Mappatura Materiali": ["Signature Offer", "Entry Offer"],
"Audit iniziale (UX/UI, struttura, conversione)": ["Signature Offer", "Entry Offer"],
"Workshop (1° fase)": ["Signature Offer", "Entry Offer"],
"Analisi Competitor": ["Signature Offer", "Entry Offer"],
"Documento di restituzione (problemi + lista ottimizzazioni)": ["Entry Offer"],
"Redesign visivo dell'above-the-fold / hero (il 'prima → dopo')": ["Entry Offer"],
"Call di restituzione": ["Entry Offer"],
"Call di presentazione Prima/Dopo": ["Entry Offer"],
"Roadmap / istruzioni operative + mini kit": ["Entry Offer"],
"UX Research": ["Signature Offer"],
"Customer Journey": ["Signature Offer"],
"Architettura (sitemap)": ["Signature Offer"],
"Brand Identity - Visual identity": ["Signature Offer"],
"Brand Identity - Voice identity": ["Signature Offer"],
"Direzione Creative (moodboard)": ["Signature Offer"],
"Workshop (2° fase)": ["Signature Offer"],
"Settaggio CMS (Wordpress Webflow ecc)": ["Signature Offer"],
"UX - UI": ["Signature Offer"],
"Wireframe (Low-Mid Fidelity)": ["Signature Offer"],
"Homepage (Figma + Dev)": ["Signature Offer"],
"Revisione #1": ["Signature Offer"],
"- Chi siamo": ["Signature Offer"],
"- Contatti": ["Signature Offer"],
"- Blog (Archivio)": ["Signature Offer"],
"- - Blog post (Template Singolo)": ["Signature Offer"],
"- Case Study (Archivio)": ["Signature Offer"],
"- - Case Study (Template Singolo)": ["Signature Offer"],
"- Landing Page (Metodo o Differenziante)": ["Signature Offer"],
"- - - Thank You Page": ["Signature Offer"],
"- - - 404": ["Signature Offer"],
"Responsive (inclusa nelle pagine?)": ["Signature Offer"],
"UX writing (Revisione testi)": ["Signature Offer"],
"Seo Setup (basic on-page)": ["Signature Offer"],
"Seo Avanzato (+ keyword + ricerca + blog post dentro retainer)": ["Signature Offer"],
"Revisione #2 finale": ["Signature Offer"],
"Web Core Vitals (Optimization)": ["Signature Offer"],
"QA - Test Cross Browser e responsive": ["Signature Offer"],
"Setting GA4 - Tag Manager - Hotjar/Clarify": ["Signature Offer"],
"Raccolta Feedback Post Lancio": ["Signature Offer"],
"Go-live / messa online & accessi": ["Signature Offer"],
"Audit uscita": ["Signature Offer"],
"Real User Testing": ["Signature Offer"],
"Follow Up Handover": ["Signature Offer"],
"Video Tutorial per micro modifiche in autonomia": ["Signature Offer"],
"Revisioni Extra illimitate (sicuri illimitati???)": ["Signature Offer"],
"Brand Kit (youtube - linkedin - insta)": ["Signature Offer"],
"Mantenimento tecnico (sito sempre online, bello, funzionante)": ["Retainer Offer"],
"Monitoraggio dati (GA4 / Hotjar-Clarity)": ["Retainer Offer"],
"Report mensile": ["Retainer Offer"],
"CRO - analisi UX (hotmap, punti di drop)": ["Retainer Offer"],
"CRO - implementazione miglioramenti": ["Retainer Offer"],
"Call di Mentorship/Consulenza/allineamento/revisione": ["Retainer Offer"],
"Art direction su direzione da prendere (consulente strategico interno disponibile 24/7)": ["Retainer Offer"],
"Extra landing (prezzo singolo per pompare prezzo)": ["Retainer Offer"],
"SEO avanzato (Blog post)": ["Retainer Offer"],
};
const TAG_ENTITY = "services";
async function run() {
const databaseUrl = process.env.DATABASE_URL;
if (!databaseUrl) { console.error("DATABASE_URL required"); process.exit(1); }
const client = postgres(databaseUrl);
try {
const allServices = await client`SELECT id, name FROM services`;
// eslint-disable-next-line @typescript-eslint/no-explicit-any
const serviceByName = new Map((allServices as any[]).map((s) => [s.name as string, s.id as string]));
let inserted = 0;
let skipped = 0;
let missing = 0;
for (const [name, offers] of Object.entries(OFFER_MEMBERSHIPS)) {
const serviceId = serviceByName.get(name);
if (!serviceId) {
console.warn(` ⚠ service not found: ${name}`);
missing++;
continue;
}
for (const offer of offers) {
const id = nanoid();
const result = await client`
INSERT INTO tags (id, entity_type, entity_id, name)
VALUES (${id}, ${TAG_ENTITY}, ${serviceId}, ${offer})
ON CONFLICT (entity_type, entity_id, name) DO NOTHING
`;
if (result.count === 0) {
skipped++;
} else {
console.log(`${name}${offer}`);
inserted++;
}
}
}
console.log(`\n✓ Done — ${inserted} tags inserted, ${skipped} skipped, ${missing} services not found`);
process.exit(0);
} catch (err) {
console.error("Error:", err instanceof Error ? err.message : err);
process.exit(1);
} finally {
await client.end();
}
}
run();
+141
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@@ -0,0 +1,141 @@
// Import 55 services from Notion "DB Offerta: Attività SC" CSV export.
// Idempotent: skips rows where a service with the same name already exists.
// Run via SSH tunnel (same pattern as push-12-offer-tier-schema.ts):
// DATABASE_URL=$(node --env-file=.env.local -e 'const u=new URL(process.env.DATABASE_URL); u.host="127.0.0.1:54321"; process.stdout.write(u.toString())') \
// npx tsx scripts/import-services-notion.ts
import postgres from "postgres";
import { customAlphabet } from "nanoid";
const nanoid = customAlphabet("0123456789abcdefghijklmnopqrstuvwxyz", 12);
type ServiceRow = {
name: string;
unit_price: number;
category: string;
fase: string | null;
};
// Source: offerta_servizi.csv exported from Notion.
// category = primary Offerta value (first when multi-value).
// fase = null for Retainer Offer rows (no Fase column value in source).
const SERVICES: ServiceRow[] = [
// ── Shared: Signature Offer + Entry Offer ──────────────────────────────────
{ name: "Raccolta e Mappatura Materiali", unit_price: 100, category: "Signature Offer", fase: "Fase 1 → Onboarding / Setup" },
{ name: "Audit iniziale (UX/UI, struttura, conversione)", unit_price: 500, category: "Signature Offer", fase: "Fase 1 → Onboarding / Setup" },
{ name: "Workshop (1° fase)", unit_price: 900, category: "Signature Offer", fase: "Fase 1 → Onboarding / Setup" },
{ name: "Analisi Competitor", unit_price: 400, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
// ── Entry Offer ────────────────────────────────────────────────────────────
{ name: "Documento di restituzione (problemi + lista ottimizzazioni)", unit_price: 500, category: "Entry Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Redesign visivo dell'above-the-fold / hero (il 'prima → dopo')", unit_price: 700, category: "Entry Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Call di restituzione", unit_price: 200, category: "Entry Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Call di presentazione Prima/Dopo", unit_price: 200, category: "Entry Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Roadmap / istruzioni operative + mini kit", unit_price: 600, category: "Entry Offer", fase: "Fase 5 → Offboarding / Consegna" },
// ── Signature Offer — Fase 2 ───────────────────────────────────────────────
{ name: "UX Research", unit_price: 1200, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Customer Journey", unit_price: 900, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Architettura (sitemap)", unit_price: 500, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Brand Identity - Visual identity", unit_price: 2000, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Brand Identity - Voice identity", unit_price: 800, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Direzione Creative (moodboard)", unit_price: 600, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Workshop (2° fase)", unit_price: 900, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
// ── Signature Offer — Fase 3 ───────────────────────────────────────────────
{ name: "Settaggio CMS (Wordpress Webflow ecc)", unit_price: 500, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "UX - UI", unit_price: 1000, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Wireframe (Low-Mid Fidelity)", unit_price: 600, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Homepage (Figma + Dev)", unit_price: 1500, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Revisione #1", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Chi siamo", unit_price: 600, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Contatti", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Blog (Archivio)", unit_price: 300, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- - Blog post (Template Singolo)", unit_price: 600, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Case Study (Archivio)", unit_price: 300, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- - Case Study (Template Singolo)", unit_price: 800, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Landing Page (Metodo o Differenziante)", unit_price: 1000, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- - - Thank You Page", unit_price: 300, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- - - 404", unit_price: 150, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Responsive (inclusa nelle pagine?)", unit_price: 800, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "UX writing (Revisione testi)", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Seo Setup (basic on-page)", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Seo Avanzato (+ keyword + ricerca + blog post dentro retainer)", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Revisione #2 finale", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
// ── Signature Offer — Fase 4 ───────────────────────────────────────────────
{ name: "Web Core Vitals (Optimization)", unit_price: 500, category: "Signature Offer", fase: "Fase 4 → Raffinamento / Extra" },
{ name: "QA - Test Cross Browser e responsive", unit_price: 400, category: "Signature Offer", fase: "Fase 4 → Raffinamento / Extra" },
{ name: "Setting GA4 - Tag Manager - Hotjar/Clarify", unit_price: 500, category: "Signature Offer", fase: "Fase 4 → Raffinamento / Extra" },
// ── Signature Offer — Fase 5 ───────────────────────────────────────────────
{ name: "Raccolta Feedback Post Lancio", unit_price: 200, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Go-live / messa online & accessi", unit_price: 300, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Audit uscita", unit_price: 500, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Real User Testing", unit_price: 1200, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Follow Up Handover", unit_price: 200, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Video Tutorial per micro modifiche in autonomia", unit_price: 400, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Revisioni Extra illimitate (sicuri illimitati???)", unit_price: 1200, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Brand Kit (youtube - linkedin - insta)", unit_price: 600, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
// ── Retainer Offer ─────────────────────────────────────────────────────────
{ name: "Mantenimento tecnico (sito sempre online, bello, funzionante)", unit_price: 200, category: "Retainer Offer", fase: null },
{ name: "Monitoraggio dati (GA4 / Hotjar-Clarity)", unit_price: 100, category: "Retainer Offer", fase: null },
{ name: "Report mensile", unit_price: 100, category: "Retainer Offer", fase: null },
{ name: "CRO - analisi UX (hotmap, punti di drop)", unit_price: 200, category: "Retainer Offer", fase: null },
{ name: "CRO - implementazione miglioramenti", unit_price: 300, category: "Retainer Offer", fase: null },
{ name: "Call di Mentorship/Consulenza/allineamento/revisione", unit_price: 800, category: "Retainer Offer", fase: null },
{ name: "Art direction su direzione da prendere (consulente strategico interno disponibile 24/7)", unit_price: 2000, category: "Retainer Offer", fase: null },
{ name: "Extra landing (prezzo singolo per pompare prezzo)", unit_price: 3000, category: "Retainer Offer", fase: null },
{ name: "SEO avanzato (Blog post)", unit_price: 400, category: "Retainer Offer", fase: null },
];
async function run() {
const databaseUrl = process.env.DATABASE_URL;
if (!databaseUrl) {
console.error("DATABASE_URL environment variable is required");
process.exit(1);
}
const client = postgres(databaseUrl);
try {
console.log(`Importing ${SERVICES.length} services from Notion CSV...`);
let inserted = 0;
let skipped = 0;
for (const svc of SERVICES) {
const existing = await client`
SELECT id FROM services WHERE name = ${svc.name} LIMIT 1
`;
if (existing.length > 0) {
console.log(` ↷ exists: ${svc.name}`);
skipped++;
continue;
}
const id = nanoid();
await client`
INSERT INTO services (id, name, unit_price, category, fase, active, migrated_from)
VALUES (
${id},
${svc.name},
${svc.unit_price},
${svc.category},
${svc.fase},
true,
'notion-csv-2026-06-18'
)
`;
console.log(` ✓ imported: ${svc.name}`);
inserted++;
}
console.log(`\n✓ Done — ${inserted} inserted, ${skipped} skipped (already existed)`);
process.exit(0);
} catch (err) {
if (err instanceof Error) {
console.error("Import failed:", err.message);
} else {
console.error("Import failed:", err);
}
process.exit(1);
} finally {
await client.end();
}
}
run();
+134
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// One-shot: deletes 3 legacy test services, then imports 55 from Notion CSV.
// offer_tier_services rows cascade-delete automatically (ON DELETE CASCADE).
// Run via SSH tunnel:
// DATABASE_URL=$(node --env-file=.env.local -e 'const u=new URL(process.env.DATABASE_URL); u.host="127.0.0.1:54321"; process.stdout.write(u.toString())') \
// npx tsx scripts/reset-and-import-services.ts
import postgres from "postgres";
import { customAlphabet } from "nanoid";
const nanoid = customAlphabet("0123456789abcdefghijklmnopqrstuvwxyz", 12);
type ServiceRow = {
name: string;
unit_price: number;
category: string;
fase: string | null;
};
const SERVICES: ServiceRow[] = [
{ name: "Raccolta e Mappatura Materiali", unit_price: 100, category: "Signature Offer", fase: "Fase 1 → Onboarding / Setup" },
{ name: "Audit iniziale (UX/UI, struttura, conversione)", unit_price: 500, category: "Signature Offer", fase: "Fase 1 → Onboarding / Setup" },
{ name: "Workshop (1° fase)", unit_price: 900, category: "Signature Offer", fase: "Fase 1 → Onboarding / Setup" },
{ name: "Analisi Competitor", unit_price: 400, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Documento di restituzione (problemi + lista ottimizzazioni)", unit_price: 500, category: "Entry Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Redesign visivo dell'above-the-fold / hero (il 'prima → dopo')", unit_price: 700, category: "Entry Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Call di restituzione", unit_price: 200, category: "Entry Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Call di presentazione Prima/Dopo", unit_price: 200, category: "Entry Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Roadmap / istruzioni operative + mini kit", unit_price: 600, category: "Entry Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "UX Research", unit_price: 1200, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Customer Journey", unit_price: 900, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Architettura (sitemap)", unit_price: 500, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Brand Identity - Visual identity", unit_price: 2000, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Brand Identity - Voice identity", unit_price: 800, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Direzione Creative (moodboard)", unit_price: 600, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Workshop (2° fase)", unit_price: 900, category: "Signature Offer", fase: "Fase 2 → Analisi / Strategia" },
{ name: "Settaggio CMS (Wordpress Webflow ecc)", unit_price: 500, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "UX - UI", unit_price: 1000, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Wireframe (Low-Mid Fidelity)", unit_price: 600, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Homepage (Figma + Dev)", unit_price: 1500, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Revisione #1", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Chi siamo", unit_price: 600, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Contatti", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Blog (Archivio)", unit_price: 300, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- - Blog post (Template Singolo)", unit_price: 600, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Case Study (Archivio)", unit_price: 300, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- - Case Study (Template Singolo)", unit_price: 800, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- Landing Page (Metodo o Differenziante)", unit_price: 1000, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- - - Thank You Page", unit_price: 300, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "- - - 404", unit_price: 150, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Responsive (inclusa nelle pagine?)", unit_price: 800, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "UX writing (Revisione testi)", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Seo Setup (basic on-page)", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Seo Avanzato (+ keyword + ricerca + blog post dentro retainer)", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Revisione #2 finale", unit_price: 400, category: "Signature Offer", fase: "Fase 3 → Esecuzione / Core" },
{ name: "Web Core Vitals (Optimization)", unit_price: 500, category: "Signature Offer", fase: "Fase 4 → Raffinamento / Extra" },
{ name: "QA - Test Cross Browser e responsive", unit_price: 400, category: "Signature Offer", fase: "Fase 4 → Raffinamento / Extra" },
{ name: "Setting GA4 - Tag Manager - Hotjar/Clarify", unit_price: 500, category: "Signature Offer", fase: "Fase 4 → Raffinamento / Extra" },
{ name: "Raccolta Feedback Post Lancio", unit_price: 200, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Go-live / messa online & accessi", unit_price: 300, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Audit uscita", unit_price: 500, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Real User Testing", unit_price: 1200, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Follow Up Handover", unit_price: 200, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Video Tutorial per micro modifiche in autonomia", unit_price: 400, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Revisioni Extra illimitate (sicuri illimitati???)", unit_price: 1200, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Brand Kit (youtube - linkedin - insta)", unit_price: 600, category: "Signature Offer", fase: "Fase 5 → Offboarding / Consegna" },
{ name: "Mantenimento tecnico (sito sempre online, bello, funzionante)", unit_price: 200, category: "Retainer Offer", fase: null },
{ name: "Monitoraggio dati (GA4 / Hotjar-Clarity)", unit_price: 100, category: "Retainer Offer", fase: null },
{ name: "Report mensile", unit_price: 100, category: "Retainer Offer", fase: null },
{ name: "CRO - analisi UX (hotmap, punti di drop)", unit_price: 200, category: "Retainer Offer", fase: null },
{ name: "CRO - implementazione miglioramenti", unit_price: 300, category: "Retainer Offer", fase: null },
{ name: "Call di Mentorship/Consulenza/allineamento/revisione", unit_price: 800, category: "Retainer Offer", fase: null },
{ name: "Art direction su direzione da prendere (consulente strategico interno disponibile 24/7)", unit_price: 2000, category: "Retainer Offer", fase: null },
{ name: "Extra landing (prezzo singolo per pompare prezzo)", unit_price: 3000, category: "Retainer Offer", fase: null },
{ name: "SEO avanzato (Blog post)", unit_price: 400, category: "Retainer Offer", fase: null },
];
const LEGACY_IDS = [
"LLi-DynaQ_Y13vgREFtSB", // Audit Iniziale (test)
"MlhY34V7M_ylSPekeuIsz", // Raccolta e Mappatura Materiali (test, wrong category)
"lDZkctWhcXqsYVDy2nac6", // Analisi Competitor (test, wrong category)
];
async function run() {
const databaseUrl = process.env.DATABASE_URL;
if (!databaseUrl) {
console.error("DATABASE_URL environment variable is required");
process.exit(1);
}
const client = postgres(databaseUrl);
try {
// Step 1: delete legacy test services (offer_tier_services cascade-deletes)
console.log("Deleting 3 legacy test services...");
const deleted = await client`
DELETE FROM services WHERE id = ANY(${LEGACY_IDS}) RETURNING name
`;
for (const row of deleted) console.log(` ✗ deleted: ${row.name}`);
console.log();
// Step 2: import 55 Notion services
console.log(`Importing ${SERVICES.length} services...`);
let inserted = 0;
let skipped = 0;
for (const svc of SERVICES) {
const existing = await client`
SELECT id FROM services WHERE name = ${svc.name} LIMIT 1
`;
if (existing.length > 0) {
console.log(` ↷ exists: ${svc.name}`);
skipped++;
continue;
}
const id = nanoid();
await client`
INSERT INTO services (id, name, unit_price, category, fase, active, migrated_from)
VALUES (${id}, ${svc.name}, ${svc.unit_price}, ${svc.category}, ${svc.fase}, true, 'notion-csv-2026-06-18')
`;
console.log(`${svc.name}`);
inserted++;
}
const [{ count }] = await client`SELECT count(*) FROM services`;
console.log(`\n✓ Done — ${inserted} inserted, ${skipped} skipped. Total in DB: ${count}`);
process.exit(0);
} catch (err) {
console.error("Error:", err instanceof Error ? err.message : err);
process.exit(1);
} finally {
await client.end();
}
}
run();
-163
View File
@@ -1,163 +0,0 @@
import {
getAnalyticsByYear,
getMonthlyCollected,
getAvailableYears,
getTimeByClient,
getTotalTrackedHours,
} from "@/lib/analytics-queries";
import { YearSelector, MonthlyChart } from "@/components/admin/YearSelector";
export const revalidate = 0;
function fmtEur(n: number) {
return n.toLocaleString("it-IT", { style: "currency", currency: "EUR", minimumFractionDigits: 2 });
}
function fmtSeconds(s: number): string {
const h = Math.floor(s / 3600);
const m = Math.floor((s % 3600) / 60);
if (h > 0) return `${h}h ${m}m`;
return `${m}m`;
}
function MetricCard({
label, value, sub, accent,
}: {
label: string; value: string; sub?: string; accent?: boolean;
}) {
return (
<div className={`rounded-xl border p-5 ${accent ? "bg-[#1A463C] border-[#1A463C] text-white" : "bg-white border-[#e5e7eb]"}`}>
<p className={`text-xs font-bold uppercase tracking-wider mb-2 ${accent ? "text-white/60" : "text-[#71717a]"}`}>
{label}
</p>
<p className={`text-2xl font-bold tracking-tight ${accent ? "text-white" : "text-[#1a1a1a]"}`}>
{value}
</p>
{sub && (
<p className={`text-xs mt-1 ${accent ? "text-white/60" : "text-[#71717a]"}`}>{sub}</p>
)}
</div>
);
}
export default async function AnalyticsPage({
searchParams,
}: {
searchParams: Promise<{ year?: string }>;
}) {
const { year: yearParam } = await searchParams;
const year = parseInt(yearParam ?? "") || new Date().getFullYear();
const [data, monthly, availableYears, timeByClient, totalHours] = await Promise.all([
getAnalyticsByYear(year),
getMonthlyCollected(year),
getAvailableYears(),
getTimeByClient(year),
getTotalTrackedHours(year),
]);
const collectedPct =
data.contracted > 0 ? Math.round((data.collected / data.contracted) * 100) : 0;
const maxClientSeconds = timeByClient[0]?.totalSeconds ?? 1;
return (
<div className="space-y-10">
{/* Header */}
<div className="flex items-center justify-between">
<div>
<h1 className="text-2xl font-bold text-[#1a1a1a]">Statistiche</h1>
<p className="text-sm text-[#71717a] mt-0.5">Panoramica per anno</p>
</div>
<YearSelector currentYear={year} availableYears={availableYears} />
</div>
{/* ── SEZIONE ECONOMICA ── */}
<div className="space-y-4">
<h2 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">Fatturato</h2>
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4">
<MetricCard
label="Contrattualizzato"
value={fmtEur(data.contracted)}
sub={`${data.clientsAcquired} client${data.clientsAcquired === 1 ? "e" : "i"}`}
accent
/>
<MetricCard
label="Incassato"
value={fmtEur(data.collected)}
sub={`${collectedPct}% del contrattualizzato`}
/>
<MetricCard
label="Da incassare"
value={fmtEur(data.pending)}
sub="Tutti gli anni"
/>
<MetricCard
label="Clienti acquisiti"
value={String(data.clientsAcquired)}
sub={`Anno ${year}`}
/>
</div>
<MonthlyChart data={monthly} year={year} />
{data.contracted === 0 && (
<p className="text-sm text-[#71717a] italic text-center py-2">
Nessun cliente registrato nel {year}.
</p>
)}
</div>
{/* ── SEZIONE TIME TRACKING ── */}
<div className="space-y-4">
<h2 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">
Tempo tracciato
</h2>
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4">
<MetricCard
label="Ore totali"
value={`${totalHours}h`}
sub={`Anno ${year}`}
accent
/>
</div>
{timeByClient.length === 0 ? (
<div className="bg-white rounded-xl border border-[#e5e7eb] p-8 text-center">
<p className="text-sm text-[#71717a] italic">
Nessuna sessione registrata nel {year}.
Usa il timer nella lista clienti per iniziare.
</p>
</div>
) : (
<div className="bg-white rounded-xl border border-[#e5e7eb] p-6 space-y-4">
<h3 className="text-sm font-bold text-[#1a1a1a]">Ore per cliente {year}</h3>
<div className="space-y-3">
{timeByClient.map((row) => {
const pct = Math.round((row.totalSeconds / maxClientSeconds) * 100);
return (
<div key={row.clientId}>
<div className="flex items-center justify-between mb-1">
<span className="text-sm font-medium text-[#1a1a1a]">{row.clientName}</span>
<span className="text-sm tabular-nums text-[#71717a]">
{fmtSeconds(row.totalSeconds)}
</span>
</div>
<div className="h-2 rounded-full bg-[#f4f4f5] overflow-hidden">
<div
className="h-full rounded-full bg-[#1A463C] transition-all"
style={{ width: `${pct}%` }}
/>
</div>
</div>
);
})}
</div>
</div>
)}
</div>
</div>
);
}
-75
View File
@@ -1,75 +0,0 @@
import { getRevenueForecast12Months } from "@/lib/forecast-queries";
export const revalidate = 0;
export default async function ForecastPage() {
const forecast = await getRevenueForecast12Months();
const totalForecast = forecast.reduce((sum, m) => sum + m.total, 0);
return (
<div className="max-w-3xl mx-auto py-8 px-4">
<h1 className="text-2xl font-bold text-[#1a1a1a] mb-2">Revenue Forecast</h1>
<p className="text-sm text-[#71717a] mb-6">
Proiezione 12 mesi basata sulle offerte attive, i loro accepted_total e le durate in mesi.
Ogni offerta distribuisce il suo totale equamente per i mesi di durata a partire dalla data di inizio.
</p>
<div className="bg-white rounded-lg border border-[#e5e7eb] overflow-hidden">
<table className="w-full text-sm">
<thead className="bg-[#f9f9f9] border-b border-[#e5e7eb]">
<tr>
<th className="px-4 py-3 text-left text-xs font-semibold text-[#71717a] uppercase tracking-wider">
Mese
</th>
<th className="px-4 py-3 text-right text-xs font-semibold text-[#71717a] uppercase tracking-wider">
Fatturato previsto
</th>
<th className="px-4 py-3 text-right text-xs font-semibold text-[#71717a] uppercase tracking-wider">
Barra
</th>
</tr>
</thead>
<tbody className="divide-y divide-[#e5e7eb]">
{forecast.map((month) => {
const maxTotal = Math.max(...forecast.map((m) => m.total), 1);
const pct = Math.round((month.total / maxTotal) * 100);
return (
<tr key={`${month.year}-${month.month}`} className="hover:bg-[#f9f9f9]">
<td className="px-4 py-3 text-[#1a1a1a] capitalize">{month.label}</td>
<td className="px-4 py-3 text-right font-mono text-[#1a1a1a]">
{month.total > 0 ? `${month.total.toFixed(2)}` : <span className="text-[#71717a]"></span>}
</td>
<td className="px-4 py-3">
{month.total > 0 && (
<div className="flex justify-end items-center">
<div
className="bg-[#1A463C] h-2 rounded"
style={{ width: `${pct}%`, minWidth: "4px", maxWidth: "120px" }}
/>
</div>
)}
</td>
</tr>
);
})}
</tbody>
<tfoot className="border-t-2 border-[#e5e7eb] bg-[#f9f9f9]">
<tr>
<td className="px-4 py-3 text-sm font-semibold text-[#1a1a1a]">Totale 12 mesi</td>
<td className="px-4 py-3 text-right font-mono font-bold text-[#1a1a1a]">
{totalForecast.toFixed(2)}
</td>
<td />
</tr>
</tfoot>
</table>
</div>
{forecast.every((m) => m.total === 0) && (
<p className="text-sm text-[#71717a] mt-4">
Nessuna offerta con accepted_total trovata. Assegna micro-offerte ai progetti e imposta il totale accettato.
</p>
)}
</div>
);
}
+3 -46
View File
@@ -1,46 +1,3 @@
"use client";
import { useState, useMemo } from "react";
import { Input } from "@/components/ui/input";
import { Search } from "lucide-react";
import { LeadTable } from "@/components/admin/leads/LeadTable";
import type { LeadWithTags, LeadFieldOptions } from "@/lib/admin-queries";
export function LeadsSearch({
leads,
options,
}: {
leads: LeadWithTags[];
options: LeadFieldOptions;
}) {
const [query, setQuery] = useState("");
const filtered = useMemo(() => {
const q = query.trim().toLowerCase();
if (!q) return leads;
return leads.filter((l) => {
if (l.name.toLowerCase().includes(q)) return true;
if (l.email?.toLowerCase().includes(q)) return true;
if (l.company?.toLowerCase().includes(q)) return true;
if (l.status.toLowerCase().includes(q)) return true;
if (l.tags.some((t) => t.toLowerCase().includes(q))) return true;
return false;
});
}, [leads, query]);
return (
<div className="space-y-4">
<div className="relative max-w-sm">
<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-[#71717a]" />
<Input
type="text"
placeholder="Cerca lead..."
value={query}
onChange={(e) => setQuery(e.target.value)}
className="pl-9 h-9"
/>
</div>
<LeadTable leads={filtered} options={options} />
</div>
);
}
// LeadsSearch is superseded by LeadsViewToggle (Phase 19).
// Re-exported here to avoid breaking any existing import.
export { LeadsViewToggle as LeadsSearch } from "@/components/admin/leads/LeadsViewToggle";
+7 -3
View File
@@ -1,5 +1,5 @@
import { notFound } from "next/navigation";
import { getActivityLog, getUpcomingReminders } from "@/lib/lead-service";
import { getActivityLog, getUpcomingReminders, getTranscripts } from "@/lib/lead-service";
import { getLeadsWithTags, getLeadFieldOptions } from "@/lib/admin-queries";
import { LeadDetail } from "@/components/admin/leads/LeadDetail";
@@ -17,8 +17,11 @@ export default async function LeadDetailPage({ params }: { params: Promise<{ id:
notFound();
}
const activities = await getActivityLog(id);
const reminders = await getUpcomingReminders(id);
const [activities, reminders, transcripts] = await Promise.all([
getActivityLog(id),
getUpcomingReminders(id),
getTranscripts(id),
]);
return (
<LeadDetail
@@ -27,6 +30,7 @@ export default async function LeadDetailPage({ params }: { params: Promise<{ id:
reminders={reminders}
tags={lead.tags}
tagOptions={options.tags}
transcripts={transcripts}
/>
);
}
+57 -1
View File
@@ -2,7 +2,8 @@
import { z } from "zod";
import { db } from "@/db";
import { leads, quotes, tags } from "@/db/schema";
import { leads, quotes, tags, clientTranscripts } from "@/db/schema";
import { nanoid } from "nanoid";
import { eq, and } from "drizzle-orm";
import {
createLeadSchema,
@@ -252,3 +253,58 @@ export async function renameLeadTag(oldValue: string, newValue: string) {
revalidatePath("/admin/leads");
}
// ── Transcript actions (Phase 20 — KB-02) ────────────────────────────────────
const addTranscriptSchema = z.object({
lead_id: z.string().min(1),
title: z.string().optional(),
content: z.string().min(1, "Il testo del transcript è obbligatorio"),
call_date: z.string().regex(/^\d{4}-\d{2}-\d{2}$/, "Data non valida (YYYY-MM-DD)"),
});
export async function addTranscript(data: z.infer<typeof addTranscriptSchema>) {
await requireAdmin();
const parsed = addTranscriptSchema.safeParse(data);
if (!parsed.success) {
return { success: false, error: parsed.error.issues[0].message };
}
try {
const [transcript] = await db
.insert(clientTranscripts)
.values({
id: nanoid(),
lead_id: parsed.data.lead_id,
title: parsed.data.title || null,
content: parsed.data.content,
call_date: parsed.data.call_date,
})
.returning();
revalidatePath(`/admin/leads/${parsed.data.lead_id}`);
return { success: true, transcript };
} catch (error) {
console.error("addTranscript error:", error);
return { success: false, error: "Errore nel salvataggio del transcript" };
}
}
export async function deleteTranscript(transcriptId: string, leadId: string) {
await requireAdmin();
if (!transcriptId) throw new Error("ID transcript richiesto");
try {
await db
.delete(clientTranscripts)
.where(eq(clientTranscripts.id, transcriptId));
revalidatePath(`/admin/leads/${leadId}`);
return { success: true };
} catch (error) {
console.error("deleteTranscript error:", error);
return { success: false, error: "Errore nell'eliminazione del transcript" };
}
}
+2 -2
View File
@@ -1,5 +1,5 @@
import { getLeadsWithTags, getLeadFieldOptions } from "@/lib/admin-queries";
import { LeadsSearch } from "./LeadsSearch";
import { LeadsViewToggle } from "@/components/admin/leads/LeadsViewToggle";
import { CreateLeadModal } from "@/components/admin/leads/LeadForm";
export const revalidate = 0;
@@ -17,7 +17,7 @@ export default async function LeadsPage() {
<CreateLeadModal />
</div>
<LeadsSearch leads={leads} options={options} />
<LeadsViewToggle leads={leads} options={options} />
</div>
);
}
+173 -7
View File
@@ -1,6 +1,14 @@
import { Suspense } from "react";
import { getDashboardStats } from "@/lib/dashboard-queries";
import { FollowUpWidget } from "@/components/admin/dashboard/FollowUpWidget";
import {
getAnalyticsByYear,
getMonthlyCollected,
getAvailableYears,
getTimeByClient,
getTotalTrackedHours,
} from "@/lib/analytics-queries";
import { YearSelector, MonthlyChart } from "@/components/admin/YearSelector";
import { Users, FolderOpen, Euro, Clock } from "lucide-react";
export const revalidate = 0;
@@ -32,6 +40,44 @@ function KpiCard({
);
}
function MetricCard({
label,
value,
sub,
accent,
}: {
label: string;
value: string;
sub?: string;
accent?: boolean;
}) {
return (
<div
className={`rounded-xl border p-5 ${
accent ? "bg-[#1A463C] border-[#1A463C] text-white" : "bg-white border-[#e5e7eb]"
}`}
>
<p
className={`text-xs font-bold uppercase tracking-wider mb-2 ${
accent ? "text-white/60" : "text-[#71717a]"
}`}
>
{label}
</p>
<p
className={`text-2xl font-bold tracking-tight ${
accent ? "text-white" : "text-[#1a1a1a]"
}`}
>
{value}
</p>
{sub && (
<p className={`text-xs mt-1 ${accent ? "text-white/60" : "text-[#71717a]"}`}>{sub}</p>
)}
</div>
);
}
const ACTIVITY_ICONS: Record<string, string> = {
nuovo_cliente: "👤",
nuovo_progetto: "📁",
@@ -48,15 +94,44 @@ function fmt(ts: Date) {
}).format(new Date(ts));
}
function fmtEur(val: string) {
return new Intl.NumberFormat("it-IT", { style: "currency", currency: "EUR" }).format(
parseFloat(val) || 0
);
function fmtEur(n: number) {
return n.toLocaleString("it-IT", {
style: "currency",
currency: "EUR",
minimumFractionDigits: 2,
});
}
export default async function AdminDashboard() {
function fmtSeconds(s: number): string {
const h = Math.floor(s / 3600);
const m = Math.floor((s % 3600) / 60);
if (h > 0) return `${h}h ${m}m`;
return `${m}m`;
}
export default async function AdminDashboard({
searchParams,
}: {
searchParams: Promise<{ year?: string }>;
}) {
const { year: yearParam } = await searchParams;
const year = parseInt(yearParam ?? "") || new Date().getFullYear();
const { kpi, activity } = await getDashboardStats();
const [data, monthly, availableYears, timeByClient, totalHours] = await Promise.all([
getAnalyticsByYear(year),
getMonthlyCollected(year),
getAvailableYears(),
getTimeByClient(year),
getTotalTrackedHours(year),
]);
const collectedPct =
data.contracted > 0 ? Math.round((data.collected / data.contracted) * 100) : 0;
const maxClientSeconds = timeByClient[0]?.totalSeconds ?? 1;
return (
<div className="max-w-5xl">
<h1 className="text-2xl font-bold text-gray-900 mb-6">Dashboard</h1>
@@ -78,7 +153,7 @@ export default async function AdminDashboard() {
/>
<KpiCard
label="Revenue totale"
value={fmtEur(kpi.revenueTotale)}
value={fmtEur(parseFloat(kpi.revenueTotale))}
sub="progetti non archiviati"
icon={Euro}
color="bg-emerald-600"
@@ -91,7 +166,7 @@ export default async function AdminDashboard() {
/>
<KpiCard
label="Pagamenti in sospeso"
value={fmtEur(kpi.pagamentiInSospeso)}
value={fmtEur(parseFloat(kpi.pagamentiInSospeso))}
sub="da_saldare + inviata"
icon={Clock}
color="bg-amber-500"
@@ -122,6 +197,97 @@ export default async function AdminDashboard() {
</ul>
)}
</div>
{/* ── SEZIONE STATISTICHE ANNUALI ── */}
<div className="mt-10 space-y-10">
<div className="flex items-center justify-between">
<div>
<h2 className="text-xl font-bold text-gray-900">Statistiche</h2>
<p className="text-sm text-gray-400 mt-0.5">Panoramica per anno</p>
</div>
<YearSelector currentYear={year} availableYears={availableYears} />
</div>
{/* Sezione economica */}
<div className="space-y-4">
<h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">Fatturato</h3>
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4">
<MetricCard
label="Contrattualizzato"
value={fmtEur(data.contracted)}
sub={`${data.clientsAcquired} client${data.clientsAcquired === 1 ? "e" : "i"}`}
accent
/>
<MetricCard
label="Incassato"
value={fmtEur(data.collected)}
sub={`${collectedPct}% del contrattualizzato`}
/>
<MetricCard
label="Da incassare"
value={fmtEur(data.pending)}
sub="Tutti gli anni"
/>
<MetricCard
label="Clienti acquisiti"
value={String(data.clientsAcquired)}
sub={`Anno ${year}`}
/>
</div>
<MonthlyChart data={monthly} year={year} />
{data.contracted === 0 && (
<p className="text-sm text-[#71717a] italic text-center py-2">
Nessun cliente registrato nel {year}.
</p>
)}
</div>
{/* Sezione time tracking */}
<div className="space-y-4">
<h3 className="text-sm font-bold text-[#71717a] uppercase tracking-wider">
Tempo tracciato
</h3>
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4">
<MetricCard label="Ore totali" value={`${totalHours}h`} sub={`Anno ${year}`} accent />
</div>
{timeByClient.length === 0 ? (
<div className="bg-white rounded-xl border border-[#e5e7eb] p-8 text-center">
<p className="text-sm text-[#71717a] italic">
Nessuna sessione registrata nel {year}. Usa il timer &#9654; nella lista clienti per
iniziare.
</p>
</div>
) : (
<div className="bg-white rounded-xl border border-[#e5e7eb] p-6 space-y-4">
<h3 className="text-sm font-bold text-[#1a1a1a]">Ore per cliente {year}</h3>
<div className="space-y-3">
{timeByClient.map((row) => {
const pct = Math.round((row.totalSeconds / maxClientSeconds) * 100);
return (
<div key={row.clientId}>
<div className="flex items-center justify-between mb-1">
<span className="text-sm font-medium text-[#1a1a1a]">
{row.clientName}
</span>
<span className="text-sm tabular-nums text-[#71717a]">
{fmtSeconds(row.totalSeconds)}
</span>
</div>
<div className="h-2 rounded-full bg-[#f4f4f5] overflow-hidden">
<div
className="h-full rounded-full bg-[#1A463C] transition-all"
style={{ width: `${pct}%` }}
/>
</div>
</div>
);
})}
</div>
</div>
)}
</div>
</div>
</div>
);
}
+163
View File
@@ -0,0 +1,163 @@
import { notFound } from "next/navigation";
import Link from "next/link";
import { getProposalById } from "@/lib/proposal/queries";
import { publishProposal, deleteProposal } from "../actions";
import { ExternalLink, ArrowLeft, Trash2 } from "lucide-react";
export const revalidate = 0;
export default async function ProposalDetailPage({
params,
}: {
params: Promise<{ id: string }>;
}) {
const { id } = await params;
const proposal = await getProposalById(id);
if (!proposal) notFound();
const { content } = proposal;
const isDraft = proposal.state === "draft";
return (
<div className="max-w-4xl mx-auto space-y-6">
{/* Breadcrumb */}
<Link
href="/admin/preventivi"
className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
>
<ArrowLeft size={14} /> Preventivi
</Link>
{/* Header */}
<div className="flex items-start justify-between gap-4">
<div>
<h1 className="text-2xl font-semibold text-foreground">
{proposal.title ?? "Senza titolo"}
</h1>
<div className="flex items-center gap-3 mt-2">
<StateBadge state={proposal.state} />
<span className="text-sm text-muted-foreground">
Generato il {proposal.createdAt.toLocaleDateString("it-IT")} · {proposal.model ?? "AI"}
</span>
</div>
</div>
<div className="flex items-center gap-2 shrink-0">
{/* Link pubblico */}
{(proposal.state === "published" || proposal.state === "accepted") && (
<a
href={`/preventivo/${proposal.slug}`}
target="_blank"
rel="noopener noreferrer"
className="flex items-center gap-1.5 px-3 py-2 border border-border rounded-md text-sm hover:bg-muted transition-colors"
>
<ExternalLink size={14} />
Apri deck
</a>
)}
{/* Pubblica */}
{isDraft && (
<form action={publishProposal.bind(null, id)}>
<button
type="submit"
className="px-4 py-2 bg-primary text-primary-foreground rounded-md text-sm font-medium hover:bg-primary/90 transition-colors"
>
Pubblica
</button>
</form>
)}
{/* Elimina (solo draft) */}
{isDraft && (
<form action={deleteProposal.bind(null, id)}>
<button
type="submit"
className="p-2 text-muted-foreground hover:text-destructive hover:bg-destructive/10 rounded-md transition-colors"
title="Elimina bozza"
>
<Trash2 size={16} />
</button>
</form>
)}
</div>
</div>
{/* Link pubblico (draft) */}
{isDraft && (
<div className="text-xs text-muted-foreground bg-yellow-50 border border-yellow-200 rounded-md px-3 py-2">
Bozza non ancora visibile al cliente. Pubblica per generare il link pubblico.
</div>
)}
{!isDraft && (
<div className="text-xs bg-muted border border-border rounded-md px-3 py-2 font-mono">
{typeof window === "undefined" ? "" : window.location.origin}/preventivo/{proposal.slug}
</div>
)}
{/* Preview contenuto */}
<div className="space-y-4">
<h2 className="text-base font-semibold text-foreground">Anteprima contenuto</h2>
<Section title="Vision">
<p className="font-medium">{content.ai.vision.headline}</p>
<p className="text-muted-foreground text-sm mt-1">{content.ai.vision.body}</p>
</Section>
<Section title={`Problemi (${content.ai.problems.length})`}>
<div className="space-y-2">
{content.ai.problems.map((p) => (
<div key={p.id} className="border border-border rounded-md px-3 py-2">
<p className="font-medium text-sm">{p.id}. {p.title}</p>
<p className="text-xs text-muted-foreground mt-0.5">{p.subtitle}</p>
</div>
))}
</div>
</Section>
<Section title="Scope">
<p className="font-medium text-sm">{content.ai.scope.scopeTitle}</p>
<p className="text-sm text-muted-foreground mt-1">{content.ai.scope.scopeBody}</p>
</Section>
<Section title={`Tier offerta (${content.offer.tiers.length})`}>
<div className="grid grid-cols-3 gap-3">
{content.offer.tiers.map((t) => (
<div key={t.id} className="border border-border rounded-md p-3 text-sm">
<p className="font-semibold text-primary">{t.tierLetter}</p>
<p className="font-medium mt-0.5">{t.publicName}</p>
<p className="text-muted-foreground mt-1">
{t.publicPrice ? `${t.publicPrice}` : `${t.servicesTotal} (calcolato)`}
</p>
</div>
))}
</div>
</Section>
</div>
</div>
);
}
function StateBadge({ state }: { state: string }) {
const map: Record<string, { label: string; className: string }> = {
draft: { label: "Bozza", className: "bg-yellow-100 text-yellow-800" },
published: { label: "Pubblicato", className: "bg-blue-100 text-blue-800" },
accepted: { label: "Accettato", className: "bg-green-100 text-green-800" },
rejected: { label: "Rifiutato", className: "bg-red-100 text-red-800" },
};
const info = map[state] ?? { label: state, className: "bg-gray-100 text-gray-700" };
return (
<span className={`inline-flex items-center px-2 py-0.5 rounded text-xs font-medium ${info.className}`}>
{info.label}
</span>
);
}
function Section({ title, children }: { title: string; children: React.ReactNode }) {
return (
<div className="border border-border rounded-lg p-4 space-y-2">
<h3 className="text-sm font-semibold text-muted-foreground uppercase tracking-wide">{title}</h3>
{children}
</div>
);
}
+140
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@@ -0,0 +1,140 @@
"use server";
import { db } from "@/db";
import { proposals, leads, clients } from "@/db/schema";
import { nanoid } from "nanoid";
import { eq, and, isNull } from "drizzle-orm";
import { revalidatePath } from "next/cache";
import { redirect } from "next/navigation";
import { getServerSession } from "next-auth";
import { authOptions } from "@/lib/auth";
import { generateProposalContent } from "@/lib/proposal/agent";
import { assembleProposal } from "@/lib/proposal/assemble";
import { getOfferEditorData } from "@/lib/offer-queries";
import { getTranscripts } from "@/lib/lead-service";
async function requireAdmin() {
const session = await getServerSession(authOptions);
if (!session) throw new Error("Non autorizzato");
}
// Genera una bozza di preventivo con AI e salva nel DB
export async function generateProposalDraft(formData: FormData) {
await requireAdmin();
const leadId = formData.get("lead_id") as string | null;
const clientId = formData.get("client_id") as string | null;
const offerMacroId = formData.get("offer_macro_id") as string;
if (!offerMacroId) throw new Error("offer_macro_id richiesto");
if (!leadId && !clientId) throw new Error("lead_id o client_id richiesto");
// Carica dati necessari
const offer = await getOfferEditorData(offerMacroId);
if (!offer) throw new Error("Offerta non trovata");
let lead = undefined;
let client = undefined;
let transcripts: Awaited<ReturnType<typeof getTranscripts>> = [];
if (leadId) {
const [leadRow] = await db
.select({ id: leads.id, name: leads.name, email: leads.email, company: leads.company, notes: leads.notes })
.from(leads)
.where(eq(leads.id, leadId))
.limit(1);
lead = leadRow;
transcripts = await getTranscripts(leadId);
} else if (clientId) {
const [clientRow] = await db
.select({ id: clients.id, name: clients.name, brand_name: clients.brand_name, brief: clients.brief })
.from(clients)
.where(eq(clients.id, clientId))
.limit(1);
client = clientRow;
// Trascrizioni del cliente (via client_id)
const { clientTranscripts } = await import("@/db/schema");
const { eq: drizzleEq, desc } = await import("drizzle-orm");
transcripts = await db
.select()
.from(clientTranscripts)
.where(drizzleEq(clientTranscripts.client_id, clientId))
.orderBy(desc(clientTranscripts.call_date));
}
const MODEL = "claude-opus-4-8";
// Chiama agente AI
const { content: aiContent } = await generateProposalContent({
lead,
client,
transcripts,
offer,
});
// Assembla contenuto completo
const assembled = assembleProposal({
lead,
client,
offer,
aiContent,
model: MODEL,
});
// Salva nel DB
const id = nanoid();
const slug = nanoid();
const title = `${assembled.header.clientName} × ${assembled.header.offerTitle}`;
await db.insert(proposals).values({
id,
slug,
lead_id: leadId ?? null,
client_id: clientId ?? null,
offer_macro_id: offerMacroId,
title,
content: assembled as unknown as Record<string, unknown>,
model: MODEL,
state: "draft",
});
revalidatePath("/admin/preventivi");
redirect(`/admin/preventivi/${id}`);
}
// Pubblica la proposta (draft → published)
export async function publishProposal(id: string) {
await requireAdmin();
await db
.update(proposals)
.set({ state: "published", updated_at: new Date() })
.where(and(eq(proposals.id, id), eq(proposals.state, "draft")));
revalidatePath(`/admin/preventivi/${id}`);
revalidatePath("/admin/preventivi");
}
// Aggiorna il titolo della proposta
export async function updateProposalTitle(id: string, title: string) {
await requireAdmin();
await db
.update(proposals)
.set({ title: title.trim(), updated_at: new Date() })
.where(eq(proposals.id, id));
revalidatePath(`/admin/preventivi/${id}`);
}
// Elimina una proposta (solo draft)
export async function deleteProposal(id: string) {
await requireAdmin();
await db
.delete(proposals)
.where(and(eq(proposals.id, id), eq(proposals.state, "draft")));
revalidatePath("/admin/preventivi");
redirect("/admin/preventivi");
}
@@ -0,0 +1,159 @@
"use client";
import { useState, useTransition } from "react";
import { Loader2 } from "lucide-react";
import type { OfferListCard } from "@/lib/offer-queries";
type Props = {
leads: Array<{ id: string; name: string; company: string | null }>;
clients: Array<{ id: string; name: string; brand_name: string }>;
offers: OfferListCard[];
action: (formData: FormData) => Promise<void>;
preselectedLeadId?: string;
};
export function GeneraProposalForm({ leads, clients, offers, action, preselectedLeadId }: Props) {
const [subjectType, setSubjectType] = useState<"lead" | "client">(
preselectedLeadId ? "lead" : "lead"
);
const [isPending, startTransition] = useTransition();
const [error, setError] = useState<string | null>(null);
async function handleSubmit(e: React.FormEvent<HTMLFormElement>) {
e.preventDefault();
setError(null);
const form = e.currentTarget;
const formData = new FormData(form);
startTransition(async () => {
try {
await action(formData);
} catch (err) {
setError(err instanceof Error ? err.message : "Errore sconosciuto");
}
});
}
return (
<form onSubmit={handleSubmit} className="space-y-6 bg-white border border-border rounded-lg p-6">
{/* Tipo soggetto */}
<div className="space-y-2">
<label className="text-sm font-medium text-foreground">Soggetto</label>
<div className="flex gap-3">
<button
type="button"
onClick={() => setSubjectType("lead")}
className={`px-4 py-2 rounded-md text-sm border transition-colors ${
subjectType === "lead"
? "bg-primary text-primary-foreground border-primary"
: "border-border text-muted-foreground hover:border-primary/50"
}`}
>
Lead
</button>
<button
type="button"
onClick={() => setSubjectType("client")}
className={`px-4 py-2 rounded-md text-sm border transition-colors ${
subjectType === "client"
? "bg-primary text-primary-foreground border-primary"
: "border-border text-muted-foreground hover:border-primary/50"
}`}
>
Cliente
</button>
</div>
</div>
{/* Select lead o cliente */}
{subjectType === "lead" ? (
<div className="space-y-1">
<label htmlFor="lead_id" className="text-sm font-medium text-foreground">
Lead
</label>
<select
id="lead_id"
name="lead_id"
required
className="w-full border border-border rounded-md px-3 py-2 text-sm focus:outline-none focus:ring-1 focus:ring-primary"
>
<option value="">Seleziona un lead</option>
{leads.map((l) => (
<option key={l.id} value={l.id} selected={l.id === preselectedLeadId}>
{l.name}{l.company ? `${l.company}` : ""}
</option>
))}
</select>
</div>
) : (
<div className="space-y-1">
<label htmlFor="client_id" className="text-sm font-medium text-foreground">
Cliente
</label>
<select
id="client_id"
name="client_id"
required
className="w-full border border-border rounded-md px-3 py-2 text-sm focus:outline-none focus:ring-1 focus:ring-primary"
>
<option value="">Seleziona un cliente</option>
{clients.map((c) => (
<option key={c.id} value={c.id}>
{c.brand_name} ({c.name})
</option>
))}
</select>
</div>
)}
{/* Select offerta */}
<div className="space-y-1">
<label htmlFor="offer_macro_id" className="text-sm font-medium text-foreground">
Offerta
</label>
<select
id="offer_macro_id"
name="offer_macro_id"
required
className="w-full border border-border rounded-md px-3 py-2 text-sm focus:outline-none focus:ring-1 focus:ring-primary"
>
<option value="">Seleziona un&apos;offerta</option>
{offers.map((o) => (
<option key={o.id} value={o.id}>
{o.internal_name}{o.description ? `${o.description}` : ""}
</option>
))}
</select>
</div>
{/* Errore */}
{error && (
<p className="text-sm text-destructive bg-destructive/10 border border-destructive/20 rounded-md px-3 py-2">
{error}
</p>
)}
{/* Info generazione */}
<div className="text-xs text-muted-foreground bg-muted rounded-md px-3 py-2">
L&apos;AI (Claude Opus) legge i transcript del soggetto selezionato e genera una bozza
personalizzata. La generazione richiede 3060 secondi.
</div>
{/* Submit */}
<button
type="submit"
disabled={isPending}
className="w-full flex items-center justify-center gap-2 px-4 py-2.5 bg-primary text-primary-foreground rounded-md text-sm font-medium hover:bg-primary/90 disabled:opacity-60 transition-colors"
>
{isPending ? (
<>
<Loader2 size={16} className="animate-spin" />
Generazione in corso
</>
) : (
"Genera con AI →"
)}
</button>
</form>
);
}
+45
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@@ -0,0 +1,45 @@
import { getAllLeads } from "@/lib/lead-service";
import { getOfferListCards } from "@/lib/offer-queries";
import { db } from "@/db";
import { clients } from "@/db/schema";
import { asc } from "drizzle-orm";
import { generateProposalDraft } from "../actions";
import { GeneraProposalForm } from "./GeneraProposalForm";
export const revalidate = 0;
export default async function GeneraPage({
searchParams,
}: {
searchParams: Promise<{ lead_id?: string }>;
}) {
const { lead_id: preselectedLeadId } = await searchParams;
const [leads, offerCards, allClients] = await Promise.all([
getAllLeads(200),
getOfferListCards(),
db.select({ id: clients.id, name: clients.name, brand_name: clients.brand_name })
.from(clients)
.orderBy(asc(clients.name)),
]);
const activeOffers = offerCards.filter((o) => !o.is_archived);
return (
<div className="max-w-2xl mx-auto space-y-6">
<div>
<h1 className="text-2xl font-semibold text-foreground">Genera preventivo</h1>
<p className="text-sm text-muted-foreground mt-1">
Scegli il lead o il cliente e l&apos;offerta. L&apos;AI legge i transcript e genera la bozza.
</p>
</div>
<GeneraProposalForm
leads={leads.map((l) => ({ id: l.id, name: l.name, company: l.company }))}
clients={allClients}
offers={activeOffers}
action={generateProposalDraft}
preselectedLeadId={preselectedLeadId}
/>
</div>
);
}
+103
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@@ -0,0 +1,103 @@
import Link from "next/link";
import { listProposals } from "@/lib/proposal/queries";
import { FileText, Plus } from "lucide-react";
export const revalidate = 0;
const STATE_LABELS: Record<string, { label: string; className: string }> = {
draft: { label: "Bozza", className: "bg-yellow-100 text-yellow-800" },
published: { label: "Pubblicato", className: "bg-blue-100 text-blue-800" },
accepted: { label: "Accettato", className: "bg-green-100 text-green-800" },
rejected: { label: "Rifiutato", className: "bg-red-100 text-red-800" },
};
export default async function PreventiviPage() {
const proposals = await listProposals();
return (
<div className="max-w-5xl mx-auto space-y-6">
{/* Header */}
<div className="flex items-center justify-between">
<div>
<h1 className="text-2xl font-semibold text-foreground">Preventivi</h1>
<p className="text-sm text-muted-foreground mt-1">
Preventivi generati con AI e pubblicati ai clienti
</p>
</div>
<Link
href="/admin/preventivi/genera"
className="flex items-center gap-2 px-4 py-2 bg-primary text-primary-foreground rounded-md text-sm font-medium hover:bg-primary/90 transition-colors"
>
<Plus size={16} />
Genera preventivo
</Link>
</div>
{/* Lista */}
{proposals.length === 0 ? (
<div className="text-center py-20 border border-dashed border-border rounded-lg">
<FileText size={40} className="mx-auto text-muted-foreground mb-4" />
<p className="text-muted-foreground text-sm">Nessun preventivo ancora.</p>
<Link
href="/admin/preventivi/genera"
className="mt-4 inline-flex items-center gap-2 text-sm text-primary hover:underline"
>
Genera il primo preventivo
</Link>
</div>
) : (
<div className="border border-border rounded-lg overflow-hidden">
<table className="w-full text-sm">
<thead className="bg-muted border-b border-border">
<tr>
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Titolo</th>
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Lead / Cliente</th>
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Offerta</th>
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Stato</th>
<th className="px-4 py-3 text-left font-medium text-muted-foreground">Data</th>
<th className="px-4 py-3" />
</tr>
</thead>
<tbody>
{proposals.map((p) => {
const stateInfo = STATE_LABELS[p.state] ?? { label: p.state, className: "bg-gray-100 text-gray-700" };
const subject = p.clientName ?? p.leadName ?? "—";
return (
<tr key={p.id} className="border-b border-border last:border-0 hover:bg-muted/50 transition-colors">
<td className="px-4 py-3 font-medium">
<Link href={`/admin/preventivi/${p.id}`} className="hover:text-primary transition-colors">
{p.title ?? "Senza titolo"}
</Link>
</td>
<td className="px-4 py-3 text-muted-foreground">{subject}</td>
<td className="px-4 py-3 text-muted-foreground">{p.offerName}</td>
<td className="px-4 py-3">
<span className={`inline-flex items-center px-2 py-0.5 rounded text-xs font-medium ${stateInfo.className}`}>
{stateInfo.label}
</span>
</td>
<td className="px-4 py-3 text-muted-foreground">
{p.createdAt.toLocaleDateString("it-IT")}
</td>
<td className="px-4 py-3 text-right">
{p.state === "published" || p.state === "accepted" ? (
<a
href={`/preventivo/${p.slug}`}
target="_blank"
rel="noopener noreferrer"
className="text-xs text-primary hover:underline"
>
Apri
</a>
) : null}
</td>
</tr>
);
})}
</tbody>
</table>
</div>
)}
</div>
);
}
@@ -135,14 +135,12 @@ export async function assignOfferToProject(formData: FormData) {
: null,
});
revalidatePath(`/admin/projects/${parsed.data.project_id}`);
revalidatePath("/admin/forecast");
}
export async function removeProjectOffer(projectOfferId: string, projectId: string) {
await requireAdmin();
await db.delete(project_offers).where(eq(project_offers.id, projectOfferId));
revalidatePath(`/admin/projects/${projectId}`);
revalidatePath("/admin/forecast");
}
export async function updateProjectOfferTotal(
@@ -158,5 +156,4 @@ export async function updateProjectOfferTotal(
.set({ accepted_total: amount.toFixed(2) })
.where(eq(project_offers.id, projectOfferId));
revalidatePath(`/admin/projects/${projectId}`);
revalidatePath("/admin/forecast");
}
-3
View File
@@ -1,3 +0,0 @@
"use server";
export { createQuote } from "@/lib/quote-actions";
-28
View File
@@ -1,28 +0,0 @@
import { Card } from "@/components/ui/card";
import { QuoteBuilderForm } from "@/components/admin/quotes/QuoteBuilderForm";
import { getAllClientsWithPayments } from "@/lib/admin-queries";
import { getAllOfferMacrosWithMicros } from "@/lib/admin-queries";
export const revalidate = 0;
export default async function QuoteBuilderPage() {
const [clientsData, offersData] = await Promise.all([
getAllClientsWithPayments(),
getAllOfferMacrosWithMicros(),
]);
return (
<div className="space-y-6">
<div>
<h1 className="text-3xl font-bold text-gray-900">Crea Preventivo</h1>
<p className="text-gray-600 mt-1">
Componi un preventivo per il cliente selezionando l'offerta e il prezzo
</p>
</div>
<Card className="p-6">
<QuoteBuilderForm clients={clientsData} offerMacros={offersData} />
</Card>
</div>
);
}
+61
View File
@@ -0,0 +1,61 @@
"use server";
import { db } from "@/db";
import { proposals } from "@/db/schema";
import { eq, and, isNull, isNotNull } from "drizzle-orm";
import { revalidatePath } from "next/cache";
// Guard immutabilità — accepted_at è IMMUTABILE una volta valorizzato
async function getProposalForAction(slug: string) {
const [row] = await db
.select({ id: proposals.id, state: proposals.state, accepted_at: proposals.accepted_at })
.from(proposals)
.where(eq(proposals.slug, slug))
.limit(1);
return row ?? null;
}
export async function acceptProposal(
slug: string,
tier: string,
email?: string,
notes?: string
) {
const proposal = await getProposalForAction(slug);
if (!proposal) throw new Error("Proposta non trovata");
if (proposal.accepted_at) throw new Error("Proposta già accettata");
if (proposal.state !== "published") throw new Error("Proposta non pubblicata");
if (!["A", "B", "C"].includes(tier)) throw new Error("Tier non valido");
await db
.update(proposals)
.set({
state: "accepted",
selected_tier: tier,
accepted_at: new Date(),
client_email: email?.trim() || null,
client_notes: notes?.trim() || null,
updated_at: new Date(),
})
.where(and(eq(proposals.slug, slug), isNull(proposals.accepted_at)));
revalidatePath(`/preventivo/${slug}`);
}
export async function rejectProposal(slug: string, notes?: string) {
const proposal = await getProposalForAction(slug);
if (!proposal) throw new Error("Proposta non trovata");
if (proposal.accepted_at) throw new Error("Proposta già accettata");
if (proposal.state !== "published") throw new Error("Proposta non pubblicata");
await db
.update(proposals)
.set({
state: "rejected",
client_notes: notes?.trim() || null,
updated_at: new Date(),
})
.where(and(eq(proposals.slug, slug), isNull(proposals.accepted_at)));
revalidatePath(`/preventivo/${slug}`);
}
+39
View File
@@ -0,0 +1,39 @@
import { notFound } from "next/navigation";
import { getProposalBySlug } from "@/lib/proposal/queries";
import { ProposalDeck } from "@/components/public/proposal/ProposalDeck";
import { acceptProposal, rejectProposal } from "./actions";
export const revalidate = 0;
export async function generateMetadata({ params }: { params: Promise<{ slug: string }> }) {
const { slug } = await params;
const proposal = await getProposalBySlug(slug);
if (!proposal) return { title: "Preventivo non trovato" };
return {
title: proposal.title ?? "Documento di Soluzione · iamcavalli",
description: `Proposta riservata — ${proposal.content.header.clientName} × ${proposal.content.consultant.name}`,
};
}
export default async function ProposalPage({ params }: { params: Promise<{ slug: string }> }) {
const { slug } = await params;
const proposal = await getProposalBySlug(slug);
if (!proposal) notFound();
// Proposta non ancora pubblicata
if (proposal.state === "draft") {
return (
<div className="min-h-screen flex items-center justify-center bg-white">
<p className="text-muted-foreground text-sm">Questa proposta non è ancora disponibile.</p>
</div>
);
}
return (
<ProposalDeck
proposal={proposal}
onAccept={acceptProposal}
onReject={rejectProposal}
/>
);
}
+20 -9
View File
@@ -8,22 +8,22 @@ import {
Users,
FolderOpen,
Tag,
TrendingUp,
BookOpen,
Settings,
LogOut,
Zap,
FileText,
} from "lucide-react";
const NAV_ITEMS = [
{ href: "/admin", label: "Dashboard", icon: LayoutDashboard, exact: true },
{ href: "/admin/clients", label: "Clienti", icon: Users },
{ href: "/admin/leads", label: "Lead", icon: Zap },
{ href: "/admin/projects", label: "Progetti", icon: FolderOpen },
{ href: "/admin/offers", label: "Offerte", icon: Tag },
{ href: "/admin/forecast", label: "Forecast", icon: TrendingUp },
{ href: "/admin/catalog", label: "Catalogo", icon: BookOpen },
{ href: "/admin/impostazioni", label: "Impostazioni", icon: Settings },
{ href: "/admin", label: "Dashboard", icon: LayoutDashboard, exact: true },
{ href: "/admin/clients", label: "Clienti", icon: Users },
{ href: "/admin/leads", label: "Lead", icon: Zap },
{ href: "/admin/projects", label: "Progetti", icon: FolderOpen },
{ href: "/admin/preventivi", label: "Preventivi", icon: FileText },
{ href: "/admin/offers", label: "Offerte", icon: Tag },
{ href: "/admin/catalog", label: "Catalogo", icon: BookOpen },
{ href: "/admin/impostazioni", label: "Impostazioni", icon: Settings },
];
export function AdminSidebar() {
@@ -39,6 +39,17 @@ export function AdminSidebar() {
<span className="font-bold text-white tracking-tight text-sm">iamcavalli</span>
</div>
{/* CTA globale — genera preventivo */}
<div className="px-3 py-3 border-b border-white/10">
<Link
href="/admin/preventivi/genera"
className="flex items-center justify-center gap-2 w-full px-3 py-2 rounded-md text-xs font-semibold bg-[#DEF168] text-[#1A463C] hover:bg-[#d4e85e] transition-colors"
>
<FileText size={13} />
Genera preventivo
</Link>
</div>
{/* Nav links */}
<nav className="flex-1 px-3 py-4 flex flex-col gap-0.5">
{NAV_ITEMS.map(({ href, label, icon: Icon, exact }) => {
+1 -1
View File
@@ -15,7 +15,7 @@ export function YearSelector({
const thisYear = new Date().getFullYear();
function go(y: number) {
router.push(`/admin/analytics?year=${y}`);
router.push(`/admin?year=${y}`);
}
return (
+2 -29
View File
@@ -23,9 +23,8 @@ function formatPrice(raw: string): string {
const COLUMN_HEADERS = [
"Nome",
"Descrizione",
"Categoria",
"Fase",
"Tag",
"Offerta",
"Pacchetto",
"Prezzo",
"Stato",
@@ -78,14 +77,6 @@ function ServiceRow({
onSave={(v) => run(() => updateServiceField(service.id, "description", v))}
/>
</td>
<td className="py-2 px-3 min-w-[140px]">
<OptionSelect
value={service.category}
options={options.categoria}
onChange={(v) => run(() => updateServiceField(service.id, "category", v ?? ""))}
onRename={(o, n) => run(() => renameServiceOption("categoria", o, n))}
/>
</td>
<td className="py-2 px-3 min-w-[140px]">
<OptionSelect
value={service.fase}
@@ -142,7 +133,6 @@ function ServiceRow({
function QuickAddRow({ options }: { options: CatalogFieldOptions }) {
const [name, setName] = useState("");
const [description, setDescription] = useState("");
const [category, setCategory] = useState("");
const [fase, setFase] = useState("");
const [price, setPrice] = useState("");
const [, startTransition] = useTransition();
@@ -158,13 +148,11 @@ function QuickAddRow({ options }: { options: CatalogFieldOptions }) {
await quickAddService({
name: trimmed,
description: description || undefined,
category: category || undefined,
fase: fase || undefined,
unit_price: price || undefined,
});
setName("");
setDescription("");
setCategory("");
setFase("");
setPrice("");
router.refresh();
@@ -205,16 +193,6 @@ function QuickAddRow({ options }: { options: CatalogFieldOptions }) {
className={cellInput}
/>
</td>
<td className="py-2 px-3">
<Input
value={category}
onChange={(e) => setCategory(e.target.value)}
onKeyDown={onKeyDown}
placeholder="Categoria..."
list="catalog-categoria-pool"
className={cellInput}
/>
</td>
<td className="py-2 px-3">
<Input
value={fase}
@@ -226,7 +204,7 @@ function QuickAddRow({ options }: { options: CatalogFieldOptions }) {
/>
</td>
<td className="py-2 px-3 text-xs text-[#a1a1aa]" colSpan={2}>
Tag e pacchetto dopo la creazione
Offerta e pacchetto dopo la creazione
</td>
<td className="py-2 px-3">
<Input
@@ -239,11 +217,6 @@ function QuickAddRow({ options }: { options: CatalogFieldOptions }) {
/>
</td>
<td className="py-2 px-3 text-xs text-[#a1a1aa]">Invio </td>
<datalist id="catalog-categoria-pool">
{options.categoria.map((c) => (
<option key={c} value={c} />
))}
</datalist>
<datalist id="catalog-fase-pool">
{options.fase.map((f) => (
<option key={f} value={f} />
+105 -2
View File
@@ -2,17 +2,19 @@
import { useState, useTransition } from "react";
import { useRouter } from "next/navigation";
import { Lead, Activity, Reminder } from "@/db/schema";
import { Lead, Activity, Reminder, ClientTranscript } from "@/db/schema";
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
import { Badge } from "@/components/ui/badge";
import { Button } from "@/components/ui/button";
import { OptionMultiSelect } from "@/components/ui/option-multi-select";
import { addLeadTag, removeLeadTag, renameLeadTag } from "@/app/admin/leads/actions";
import { addLeadTag, removeLeadTag, renameLeadTag, deleteTranscript } from "@/app/admin/leads/actions";
import { formatDistanceToNow, format } from "date-fns";
import { it } from "date-fns/locale";
import Link from "next/link";
import { LogActivityModal } from "./LogActivityModal";
import { SendQuoteModal } from "./SendQuoteModal";
import { EditLeadModal } from "./LeadForm";
import { TranscriptModal } from "./TranscriptModal";
const ACTIVITY_ICON: Record<string, string> = {
call: "📞",
@@ -36,16 +38,20 @@ export function LeadDetail({
reminders,
tags,
tagOptions,
transcripts,
}: {
lead: Lead;
activities: Activity[];
reminders: Reminder[];
tags: string[];
tagOptions: string[];
transcripts: ClientTranscript[];
}) {
const router = useRouter();
const [, startTransition] = useTransition();
const [tagError, setTagError] = useState<string | null>(null);
const [expandedIds, setExpandedIds] = useState<Set<string>>(new Set());
const [deletingId, setDeletingId] = useState<string | null>(null);
function run(fn: () => Promise<unknown>) {
setTagError(null);
@@ -59,6 +65,29 @@ export function LeadDetail({
});
}
function toggleExpand(id: string) {
setExpandedIds((prev) => {
const next = new Set(prev);
if (next.has(id)) next.delete(id);
else next.add(id);
return next;
});
}
function handleDeleteTranscript(transcriptId: string) {
setDeletingId(transcriptId);
startTransition(async () => {
try {
await deleteTranscript(transcriptId, lead.id);
router.refresh();
} catch (e) {
console.error("deleteTranscript error:", e);
} finally {
setDeletingId(null);
}
});
}
return (
<div className="space-y-6">
{/* Header + Actions */}
@@ -69,7 +98,14 @@ export function LeadDetail({
</div>
<div className="flex gap-2">
<LogActivityModal leadId={lead.id} />
<TranscriptModal leadId={lead.id} />
<SendQuoteModal leadId={lead.id} />
<Link
href={`/admin/preventivi/genera?lead_id=${lead.id}`}
className="inline-flex items-center gap-1.5 px-3 py-2 bg-[#DEF168] text-[#1A463C] rounded-md text-sm font-semibold hover:bg-[#d4e85e] transition-colors"
>
Genera preventivo
</Link>
<EditLeadModal lead={lead} />
</div>
</div>
@@ -194,6 +230,73 @@ export function LeadDetail({
)}
</CardContent>
</Card>
{/* Transcript Call */}
<Card>
<CardHeader className="flex flex-row items-center justify-between">
<CardTitle>Transcript Call</CardTitle>
<span className="text-sm text-gray-500">
{transcripts.length} {transcripts.length === 1 ? "transcript" : "transcript"}
</span>
</CardHeader>
<CardContent>
{transcripts.length > 0 ? (
<div className="space-y-4">
{transcripts.map((t) => {
const isExpanded = expandedIds.has(t.id);
const formattedDate = format(
new Date(t.call_date + "T00:00:00"),
"d MMMM yyyy",
{ locale: it }
);
const lines = t.content.split("\n");
const preview = lines.slice(0, 3).join("\n").slice(0, 200);
const hasMore = t.content.length > preview.length || lines.length > 3;
return (
<div key={t.id} className="border-l-4 border-purple-300 pl-4 pb-4">
<div className="flex items-start justify-between gap-2">
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2 flex-wrap">
<span className="font-medium text-sm">{formattedDate}</span>
{t.title && (
<span className="text-gray-600 text-sm"> {t.title}</span>
)}
</div>
<div className="mt-2 text-sm text-gray-700 whitespace-pre-wrap">
{isExpanded ? t.content : preview}
{!isExpanded && hasMore && (
<span className="text-gray-400">...</span>
)}
</div>
{hasMore && (
<button
onClick={() => toggleExpand(t.id)}
className="text-xs text-blue-600 hover:underline mt-1"
>
{isExpanded ? "Mostra meno" : "Mostra tutto"}
</button>
)}
</div>
<Button
variant="ghost"
size="sm"
className="text-red-600 hover:text-red-700 shrink-0"
disabled={deletingId === t.id}
onClick={() => handleDeleteTranscript(t.id)}
>
{deletingId === t.id ? "..." : "Elimina"}
</Button>
</div>
</div>
);
})}
</div>
) : (
<p className="text-gray-500 text-sm">Nessun transcript registrato</p>
)}
</CardContent>
</Card>
</div>
);
}
+2 -2
View File
@@ -210,8 +210,8 @@ export function LeadTable({
options: LeadFieldOptions;
}) {
return (
<div className="bg-white rounded-xl border border-[#e5e7eb] overflow-hidden">
<div className="overflow-x-auto">
<div className="bg-white rounded-xl border border-[#e5e7eb]">
<div className="overflow-x-auto min-h-[300px]">
<table className="w-full text-sm">
<thead className="bg-[#f9f9f9] border-b border-[#e5e7eb] sticky top-0 z-[1]">
<tr>
@@ -0,0 +1,183 @@
"use client";
import { useState, useTransition } from "react";
import { useRouter } from "next/navigation";
import {
DndContext,
DragEndEvent,
DragOverlay,
PointerSensor,
KeyboardSensor,
useSensor,
useSensors,
useDroppable,
useDraggable,
} from "@dnd-kit/core";
import { updateLeadField } from "@/app/admin/leads/actions";
import type { LeadWithTags } from "@/lib/admin-queries";
type LeadStage = "contacted" | "qualified" | "proposal_sent" | "negotiating" | "won" | "lost";
const LEAD_COLUMNS: {
id: LeadStage;
label: string;
headerClass: string;
dotClass: string;
}[] = [
{ id: "contacted", label: "Contattato", headerClass: "text-[#71717a]", dotClass: "bg-[#d4d4d8]" },
{ id: "qualified", label: "Qualificato", headerClass: "text-purple-700", dotClass: "bg-purple-400" },
{ id: "proposal_sent", label: "Offerta inviata", headerClass: "text-amber-700", dotClass: "bg-amber-400" },
{ id: "negotiating", label: "Trattativa", headerClass: "text-orange-700", dotClass: "bg-orange-400" },
{ id: "won", label: "Vinto", headerClass: "text-green-700", dotClass: "bg-green-500" },
{ id: "lost", label: "Perso", headerClass: "text-red-700", dotClass: "bg-red-400" },
];
const VALID_STAGES = LEAD_COLUMNS.map((c) => c.id) as string[];
function DroppableColumn({
id, label, headerClass, dotClass, leads, activeId,
}: {
id: LeadStage;
label: string;
headerClass: string;
dotClass: string;
leads: LeadWithTags[];
activeId: string | null;
}) {
const { setNodeRef, isOver } = useDroppable({ id });
return (
<div
ref={setNodeRef}
className={`flex flex-col rounded-xl border-2 transition-colors ${
isOver ? "border-[#1A463C] bg-[#1A463C]/5" : "border-[#e5e7eb] bg-[#f9f9f9]"
} min-h-[240px]`}
>
<div className={`px-4 py-3 flex items-center justify-between ${headerClass}`}>
<div className="flex items-center gap-2">
<span className={`w-2 h-2 rounded-full ${dotClass}`} />
<span className="text-xs font-bold uppercase tracking-wider">{label}</span>
</div>
<span className="text-xs font-semibold tabular-nums bg-white rounded-full px-2 py-0.5 border border-[#e5e7eb]">
{leads.length}
</span>
</div>
<div className="flex-1 p-3 space-y-2">
{leads.map((lead) => (
<DraggableLeadCard key={lead.id} lead={lead} isActive={activeId === lead.id} />
))}
{leads.length === 0 && (
<p className="text-xs text-[#d4d4d8] italic text-center py-10 select-none">
Nessun lead
</p>
)}
</div>
</div>
);
}
function DraggableLeadCard({ lead, isActive }: { lead: LeadWithTags; isActive: boolean }) {
const { attributes, listeners, setNodeRef, transform, isDragging } = useDraggable({ id: lead.id });
const style = transform
? { transform: `translate3d(${transform.x}px, ${transform.y}px, 0)` }
: undefined;
return (
<div
ref={setNodeRef}
style={style}
{...listeners}
{...attributes}
className={`bg-white rounded-lg border border-[#e5e7eb] px-3 py-2.5 cursor-grab active:cursor-grabbing shadow-sm select-none transition-opacity ${
isDragging ? "opacity-30" : "hover:border-[#1A463C]/40 hover:shadow"
}`}
>
<p className="text-sm font-medium text-[#1a1a1a]">{lead.name}</p>
{lead.company && (
<p className="text-xs text-[#71717a]">{lead.company}</p>
)}
{lead.next_action && (
<p className="text-xs text-[#71717a] mt-1 line-clamp-1">{lead.next_action}</p>
)}
</div>
);
}
export function LeadsKanbanBoard({ leads }: { leads: LeadWithTags[] }) {
const router = useRouter();
const [, startTransition] = useTransition();
const [activeId, setActiveId] = useState<string | null>(null);
const [leadStatuses, setLeadStatuses] = useState<Record<string, LeadStage>>(() =>
Object.fromEntries(leads.map((l) => [l.id, l.status as LeadStage]))
);
const sensors = useSensors(
useSensor(PointerSensor, { activationConstraint: { distance: 5 } }),
useSensor(KeyboardSensor)
);
const leadsByStage = LEAD_COLUMNS.reduce(
(acc, col) => {
acc[col.id] = leads.filter((l) => (leadStatuses[l.id] ?? l.status) === col.id);
return acc;
},
{} as Record<LeadStage, LeadWithTags[]>
);
const activeLead = activeId ? leads.find((l) => l.id === activeId) : null;
function handleDragEnd(event: DragEndEvent) {
const { active, over } = event;
setActiveId(null);
if (!over) return;
const leadId = active.id as string;
const newStage = over.id as LeadStage;
const currentStage = leadStatuses[leadId];
if (!VALID_STAGES.includes(newStage)) return;
if (newStage === currentStage) return;
setLeadStatuses((prev) => ({ ...prev, [leadId]: newStage }));
startTransition(async () => {
await updateLeadField(leadId, "status", newStage);
router.refresh();
});
}
return (
<DndContext
sensors={sensors}
onDragStart={(e) => setActiveId(e.active.id as string)}
onDragEnd={handleDragEnd}
>
<div className="overflow-x-auto">
<div className="grid grid-cols-6 gap-3 min-w-[1080px]">
{LEAD_COLUMNS.map((col) => (
<DroppableColumn
key={col.id}
{...col}
leads={leadsByStage[col.id]}
activeId={activeId}
/>
))}
</div>
</div>
<DragOverlay dropAnimation={null}>
{activeLead && (
<div className="bg-white rounded-lg border-2 border-[#1A463C] px-3 py-2.5 shadow-xl rotate-1 pointer-events-none">
<p className="text-sm font-medium text-[#1a1a1a]">{activeLead.name}</p>
{activeLead.company && (
<p className="text-xs text-[#71717a]">{activeLead.company}</p>
)}
</div>
)}
</DragOverlay>
</DndContext>
);
}
@@ -0,0 +1,77 @@
"use client";
import { useState, useMemo } from "react";
import { Input } from "@/components/ui/input";
import { Search } from "lucide-react";
import { LeadTable } from "@/components/admin/leads/LeadTable";
import { LeadsKanbanBoard } from "@/components/admin/leads/LeadsKanbanBoard";
import type { LeadWithTags, LeadFieldOptions } from "@/lib/admin-queries";
export function LeadsViewToggle({
leads,
options,
}: {
leads: LeadWithTags[];
options: LeadFieldOptions;
}) {
const [view, setView] = useState<"list" | "kanban">("list");
const [query, setQuery] = useState("");
const filtered = useMemo(() => {
const q = query.trim().toLowerCase();
if (!q) return leads;
return leads.filter((l) => {
if (l.name.toLowerCase().includes(q)) return true;
if (l.email?.toLowerCase().includes(q)) return true;
if (l.company?.toLowerCase().includes(q)) return true;
if (l.status.toLowerCase().includes(q)) return true;
if (l.tags.some((t) => t.toLowerCase().includes(q))) return true;
return false;
});
}, [leads, query]);
return (
<div className="space-y-4">
<div className="flex items-center justify-between gap-4">
<div className="relative max-w-sm flex-1">
<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-[#71717a]" />
<Input
type="text"
placeholder="Cerca lead..."
value={query}
onChange={(e) => setQuery(e.target.value)}
className="pl-9 h-9"
/>
</div>
<div className="flex items-center gap-1 bg-[#f4f4f5] rounded-lg p-1 w-fit flex-shrink-0">
<button
onClick={() => setView("list")}
className={`px-3 py-1.5 rounded-md text-xs font-semibold transition-all ${
view === "list"
? "bg-white text-[#1A463C] shadow-sm"
: "text-[#71717a] hover:text-[#1a1a1a]"
}`}
>
Lista
</button>
<button
onClick={() => setView("kanban")}
className={`px-3 py-1.5 rounded-md text-xs font-semibold transition-all ${
view === "kanban"
? "bg-white text-[#1A463C] shadow-sm"
: "text-[#71717a] hover:text-[#1a1a1a]"
}`}
>
Kanban
</button>
</div>
</div>
{view === "list" ? (
<LeadTable leads={filtered} options={options} />
) : (
<LeadsKanbanBoard leads={filtered} />
)}
</div>
);
}
+27 -51
View File
@@ -22,7 +22,6 @@ import {
} from "@/components/ui/form";
import { Input } from "@/components/ui/input";
import { Button } from "@/components/ui/button";
import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
import { Loader2 } from "lucide-react";
const assignQuoteSchema = z.object({
@@ -33,7 +32,6 @@ const assignQuoteSchema = z.object({
export function SendQuoteModal({ leadId }: { leadId: string }) {
const [open, setOpen] = useState(false);
const [loading, setLoading] = useState(false);
const [tab, setTab] = useState<"existing" | "new">("existing");
const form = useForm<any>({
resolver: zodResolver(assignQuoteSchema),
@@ -72,58 +70,36 @@ export function SendQuoteModal({ leadId }: { leadId: string }) {
<DialogHeader>
<DialogTitle>Invia Preventivo al Lead</DialogTitle>
</DialogHeader>
<Tabs value={tab} onValueChange={(v) => setTab(v as "existing" | "new")}>
<TabsList className="grid w-full grid-cols-2">
<TabsTrigger value="existing">Preventivo Esistente</TabsTrigger>
<TabsTrigger value="new">Crea Nuovo</TabsTrigger>
</TabsList>
<TabsContent value="existing" className="mt-4">
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
<FormField
control={form.control}
name="quote_token"
render={({ field }) => (
<FormItem>
<FormLabel>Token Preventivo</FormLabel>
<FormControl>
<Input
placeholder="Incolla il token del preventivo"
{...field}
value={field.value || ""}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<p className="text-xs text-gray-600">
Copia il token dal preventivo e incollalo qui. Il lead sarà aggiornato a
&quot;Proposal Sent&quot;.
</p>
<Button type="submit" disabled={loading} className="w-full">
{loading && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
Invia
</Button>
</form>
</Form>
</TabsContent>
<TabsContent value="new" className="mt-4">
<p className="text-sm text-gray-600 mb-4">
Crea un nuovo preventivo per questo lead. Ti reindirizzeremo al builder.
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
<FormField
control={form.control}
name="quote_token"
render={({ field }) => (
<FormItem>
<FormLabel>Token Preventivo</FormLabel>
<FormControl>
<Input
placeholder="Incolla il token del preventivo"
{...field}
value={field.value || ""}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<p className="text-xs text-gray-600">
Copia il token dal preventivo e incollalo qui. Il lead sarà aggiornato a
&quot;Proposal Sent&quot;.
</p>
<Button
className="w-full"
onClick={() => {
window.location.href = `/admin/quotes/new?lead_id=${leadId}`;
}}
>
Apri Quote Builder
<Button type="submit" disabled={loading} className="w-full">
{loading && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
Invia
</Button>
</TabsContent>
</Tabs>
</form>
</Form>
</DialogContent>
</Dialog>
);
@@ -0,0 +1,147 @@
"use client";
import { useState } from "react";
import { useForm } from "react-hook-form";
import { zodResolver } from "@hookform/resolvers/zod";
import { z } from "zod";
import { addTranscript } from "@/app/admin/leads/actions";
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogTrigger,
} from "@/components/ui/dialog";
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from "@/components/ui/form";
import { Input } from "@/components/ui/input";
import { Textarea } from "@/components/ui/textarea";
import { Button } from "@/components/ui/button";
const transcriptSchema = z.object({
lead_id: z.string().min(1),
title: z.string().optional(),
content: z.string().min(1, "Il testo del transcript è obbligatorio"),
call_date: z.string().regex(/^\d{4}-\d{2}-\d{2}$/, "Data non valida"),
});
type TranscriptInput = z.infer<typeof transcriptSchema>;
export function TranscriptModal({ leadId }: { leadId: string }) {
const [open, setOpen] = useState(false);
const [loading, setLoading] = useState(false);
const [error, setError] = useState<string | null>(null);
const form = useForm<TranscriptInput>({
resolver: zodResolver(transcriptSchema),
defaultValues: {
lead_id: leadId,
title: "",
content: "",
call_date: new Date().toISOString().split("T")[0],
},
});
async function onSubmit(data: TranscriptInput) {
setLoading(true);
setError(null);
try {
const result = await addTranscript(data);
if (result.success) {
setOpen(false);
form.reset({
lead_id: leadId,
title: "",
content: "",
call_date: new Date().toISOString().split("T")[0],
});
} else {
setError(result.error ?? "Errore nel salvataggio");
}
} finally {
setLoading(false);
}
}
return (
<Dialog open={open} onOpenChange={setOpen}>
<DialogTrigger asChild>
<Button variant="outline" size="sm">
Aggiungi Transcript
</Button>
</DialogTrigger>
<DialogContent className="max-w-2xl">
<DialogHeader>
<DialogTitle>Aggiungi Transcript Call</DialogTitle>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
<div className="grid grid-cols-2 gap-4">
<FormField
control={form.control}
name="call_date"
render={({ field }) => (
<FormItem>
<FormLabel>Data call</FormLabel>
<FormControl>
<Input type="date" {...field} value={field.value || ""} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="title"
render={({ field }) => (
<FormItem>
<FormLabel>Titolo (opzionale)</FormLabel>
<FormControl>
<Input
placeholder="es. Discovery call"
{...field}
value={field.value || ""}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
<FormField
control={form.control}
name="content"
render={({ field }) => (
<FormItem>
<FormLabel>Transcript</FormLabel>
<FormControl>
<Textarea
placeholder="Incolla qui il testo del transcript..."
className="min-h-48 resize-y"
{...field}
value={field.value || ""}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
{error && <p className="text-sm text-red-600">{error}</p>}
<Button type="submit" className="w-full" disabled={loading}>
{loading ? "Salvataggio..." : "Salva Transcript"}
</Button>
</form>
</Form>
</DialogContent>
</Dialog>
);
}
+103 -18
View File
@@ -92,23 +92,39 @@ export function OfferEditorClient({
const [obiettivoOptions, setObiettivoOptions] = useState<string[]>(fieldOptions.obiettivo);
const [initialArchived] = useState<boolean>(data.macro.is_archived);
const [savedDraft, setSavedDraft] = useState(false);
const [offerFilter, setOfferFilter] = useState<string | null>(null);
const filteredServices = useMemo(() => {
return macro.category
? data.availableServices.filter((s) => s.category === macro.category)
: data.availableServices;
}, [macro.category, data.availableServices]);
const offerFilterOptions = useMemo(() => {
const all = new Set<string>();
for (const s of data.availableServices) s.offerTags.forEach((t) => all.add(t));
return Array.from(all).sort();
}, [data.availableServices]);
const filteredServices = useMemo(
() =>
offerFilter
? data.availableServices.filter((s) => s.offerTags.includes(offerFilter))
: data.availableServices,
[data.availableServices, offerFilter]
);
// Totals use the full catalog (not filtered) so changing category doesn't zero them.
const serviceById = useMemo(
() => new Map(data.availableServices.map((s) => [s.id, s])),
[data.availableServices]
);
const tierTotals = useMemo(() => {
return tiers.map((tier) =>
tier.assignedServiceIds.reduce((sum, id) => {
const service = filteredServices.find((s) => s.id === id);
const service = serviceById.get(id);
return sum + Number(service?.unit_price ?? 0);
}, 0)
);
}, [tiers, filteredServices]);
}, [tiers, serviceById]);
const canSave = tiers.some((t) => t.assignedServiceIds.length > 0);
const isDraft = !tiers.some((t) => t.assignedServiceIds.length > 0);
function updateMacro<K extends keyof MacroFields>(key: K, value: MacroFields[K]) {
setMacro((prev) => ({ ...prev, [key]: value }));
@@ -164,7 +180,12 @@ export function OfferEditorClient({
startTransition(async () => {
try {
await saveOfferEditor(data.macro.id, payload);
router.push("/admin/offers");
if (isDraft) {
setSavedDraft(true);
router.refresh();
} else {
router.push("/admin/offers");
}
} catch {
setSaveError("Errore nel salvataggio. Verifica i campi.");
}
@@ -183,6 +204,18 @@ export function OfferEditorClient({
});
}
function handleRestore() {
if (!window.confirm("Ripristinare l'offerta? Tornerà visibile nella lista.")) return;
startTransition(async () => {
try {
await toggleOfferArchived(data.macro.id, false);
router.push("/admin/offers");
} catch {
setSaveError("Errore nel salvataggio. Verifica i campi.");
}
});
}
function handleRenameCategoria(oldValue: string, newValue: string) {
setCategoriaOptions((prev) => prev.map((o) => (o === oldValue ? newValue : o)));
if (macro.category === oldValue) updateMacro("category", newValue);
@@ -314,6 +347,35 @@ export function OfferEditorClient({
<section className="space-y-3">
<h3 className="text-base font-semibold text-[#1a1a1a]">Servizi Inclusi</h3>
{/* Offer filter chips */}
<div className="flex flex-wrap gap-2">
<button
type="button"
onClick={() => setOfferFilter(null)}
className={`text-xs px-3 py-1 rounded-full border transition-colors duration-150 ${
offerFilter === null
? "bg-[#1A463C] text-white border-[#1A463C]"
: "border-[#e5e7eb] text-[#71717a] hover:border-[#1A463C] hover:text-[#1A463C]"
}`}
>
Tutti
</button>
{offerFilterOptions.map((opt) => (
<button
key={opt}
type="button"
onClick={() => setOfferFilter(offerFilter === opt ? null : opt)}
className={`text-xs px-3 py-1 rounded-full border transition-colors duration-150 ${
offerFilter === opt
? "bg-[#1A463C] text-white border-[#1A463C]"
: "border-[#e5e7eb] text-[#71717a] hover:border-[#1A463C] hover:text-[#1A463C]"
}`}
>
{opt}
</button>
))}
</div>
<div className="bg-white rounded-xl border border-[#e5e7eb] overflow-hidden">
<div className="overflow-x-auto">
<table className="w-full text-sm">
@@ -468,16 +530,29 @@ export function OfferEditorClient({
{/* Action buttons */}
{saveError && <p className="text-sm text-red-600">{saveError}</p>}
{savedDraft && !saveError && (
<p className="text-sm text-[#1A463C]">Bozza salvata.</p>
)}
<div className="flex items-center gap-2">
<button
type="button"
onClick={handleSave}
disabled={!canSave || isPending}
title={!canSave ? "Seleziona almeno un servizio" : undefined}
className="bg-[#1A463C] text-white text-sm font-semibold px-6 py-4 rounded disabled:opacity-50 disabled:cursor-not-allowed hover:bg-[#163a31] transition-colors duration-150"
>
Salva Offerta
</button>
{isDraft ? (
<button
type="button"
onClick={handleSave}
disabled={isPending}
className="border border-[#e5e7eb] text-[#1a1a1a] text-sm font-semibold px-6 py-4 rounded disabled:opacity-50 disabled:cursor-not-allowed hover:bg-[#f9f9f9] transition-colors duration-150"
>
Salva Bozza
</button>
) : (
<button
type="button"
onClick={handleSave}
disabled={isPending}
className="bg-[#1A463C] text-white text-sm font-semibold px-6 py-4 rounded disabled:opacity-50 disabled:cursor-not-allowed hover:bg-[#163a31] transition-colors duration-150"
>
Salva Offerta
</button>
)}
<Link
href="/admin/offers"
className="border border-[#e5e7eb] text-[#1a1a1a] text-sm font-semibold px-6 py-4 rounded hover:bg-[#f9f9f9] transition-colors duration-150"
@@ -494,6 +569,16 @@ export function OfferEditorClient({
Archivia
</button>
)}
{initialArchived && (
<button
type="button"
onClick={handleRestore}
disabled={isPending}
className="text-[#1A463C] text-sm font-semibold px-6 py-4 rounded hover:bg-[#f0f7f4] transition-colors duration-150 disabled:opacity-50"
>
Ripristina
</button>
)}
</div>
</div>
);
@@ -1,46 +0,0 @@
"use client";
import { Label } from "@/components/ui/label";
import {
Select,
SelectContent,
SelectItem,
SelectGroup,
SelectLabel,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import { OfferMacro, OfferMicro } from "@/db/schema";
interface OfferSelectorProps {
macros: (OfferMacro & { micros: OfferMicro[] })[];
value: string;
onValueChange: (value: string) => void;
}
export function OfferSelector({ macros, value, onValueChange }: OfferSelectorProps) {
return (
<div className="space-y-2">
<Label htmlFor="offer">Offerta*</Label>
<Select value={value} onValueChange={onValueChange}>
<SelectTrigger id="offer">
<SelectValue placeholder="Seleziona un'offerta" />
</SelectTrigger>
<SelectContent>
{macros.map((macro) => (
<SelectGroup key={macro.id}>
<SelectLabel className="text-xs font-semibold text-gray-600">
{macro.public_name}
</SelectLabel>
{macro.micros.map((micro) => (
<SelectItem key={micro.id} value={micro.id}>
{micro.public_name}
</SelectItem>
))}
</SelectGroup>
))}
</SelectContent>
</Select>
</div>
);
}
@@ -1,63 +0,0 @@
"use client";
import { Input } from "@/components/ui/input";
import { Label } from "@/components/ui/label";
import { Check, X } from "lucide-react";
import { useState } from "react";
interface PriceOverrideInputProps {
value: string;
onChange: (value: string) => void;
calculatedTotal?: number;
}
export function PriceOverrideInput({ value, onChange, calculatedTotal }: PriceOverrideInputProps) {
const [isTouched, setIsTouched] = useState(false);
const numValue = parseFloat(value) || 0;
const matches = calculatedTotal !== undefined && Math.abs(numValue - calculatedTotal) < 0.01;
return (
<div className="space-y-2">
<Label htmlFor="total">Totale preventivo*</Label>
<div className="relative">
<Input
id="total"
type="number"
step="0.01"
min="0"
placeholder="0.00"
value={value}
onChange={(e) => onChange(e.target.value)}
onBlur={() => setIsTouched(true)}
className="pr-10"
required
/>
{isTouched && value && (
<div className="absolute right-3 top-1/2 -translate-y-1/2">
{matches ? (
<Check size={18} className="text-green-500" />
) : (
<X size={18} className="text-red-500" />
)}
</div>
)}
</div>
{calculatedTotal !== undefined && (
<p className="text-xs text-gray-500">
Prezzo calcolato: {calculatedTotal.toLocaleString("it-IT", {
minimumFractionDigits: 2,
maximumFractionDigits: 2,
})}
</p>
)}
{isTouched && value && !matches && (
<p className="text-xs text-yellow-600">
Attenzione: il valore inserito non corrisponde al totale calcolato (server verificherà)
</p>
)}
</div>
);
}
@@ -1,210 +0,0 @@
"use client";
import { useState, useCallback, useTransition } from "react";
import { Button } from "@/components/ui/button";
import { Input } from "@/components/ui/input";
import { Label } from "@/components/ui/label";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import { Card } from "@/components/ui/card";
import { QuotePreview } from "./QuotePreview";
import { OfferSelector } from "./OfferSelector";
import { PriceOverrideInput } from "./PriceOverrideInput";
import { createQuote, getOfferWithPhases } from "@/lib/quote-actions";
import { OfferMacro, OfferMicro } from "@/db/schema";
import { Check, Copy } from "lucide-react";
interface ClientOption {
id: string;
name: string;
}
interface QuoteBuilderFormProps {
clients: ClientOption[];
offerMacros: (OfferMacro & { micros: OfferMicro[] })[];
}
export function QuoteBuilderForm({ clients, offerMacros }: QuoteBuilderFormProps) {
const [isPending, startTransition] = useTransition();
const [selectedClient, setSelectedClient] = useState<string>("");
const [selectedOffer, setSelectedOffer] = useState<string>("");
const [selectedTotal, setSelectedTotal] = useState<string>("");
const [currentOffer, setCurrentOffer] = useState<any>(null);
const [successLink, setSuccessLink] = useState<string | null>(null);
const [error, setError] = useState<string | null>(null);
const [copied, setCopied] = useState(false);
// Fetch offer details when selection changes
const handleOfferChange = useCallback((offerId: string) => {
setSelectedOffer(offerId);
setError(null);
startTransition(async () => {
const offer = await getOfferWithPhases(offerId);
setCurrentOffer(offer);
});
}, []);
const handleSubmit = (e: React.FormEvent<HTMLFormElement>) => {
e.preventDefault();
setError(null);
setSuccessLink(null);
startTransition(async () => {
const result = await createQuote({
client_id: selectedClient,
offer_micro_id: selectedOffer,
accepted_total: selectedTotal,
});
if (result.success) {
setSuccessLink(result.publicLink || "");
// Reset form
setSelectedClient("");
setSelectedOffer("");
setSelectedTotal("");
setCurrentOffer(null);
} else {
setError(result.error || "Errore sconosciuto");
}
});
};
const handleCopyLink = async () => {
if (successLink) {
const fullUrl = `${window.location.origin}${successLink}`;
await navigator.clipboard.writeText(fullUrl);
setCopied(true);
setTimeout(() => setCopied(false), 2000);
}
};
if (successLink) {
return (
<Card className="p-6 space-y-4">
<div className="text-center space-y-3">
<div className="inline-flex items-center justify-center w-12 h-12 bg-green-100 rounded-full">
<Check size={24} className="text-green-600" />
</div>
<h3 className="text-lg font-semibold text-gray-900">Preventivo creato</h3>
<p className="text-sm text-gray-600">
Il preventivo è stato salvato e il link è pronto per essere condiviso
</p>
</div>
<div className="bg-gray-50 rounded-lg p-4">
<p className="text-xs text-gray-500 mb-2">Link pubblico</p>
<div className="flex gap-2">
<code className="flex-1 bg-white border border-gray-200 rounded px-3 py-2 text-xs text-gray-900 font-mono">
{window.location.origin}
{successLink}
</code>
<Button
type="button"
size="sm"
variant={copied ? "default" : "outline"}
onClick={handleCopyLink}
className="flex items-center gap-2"
>
{copied ? (
<>
<Check size={16} /> Copiato
</>
) : (
<>
<Copy size={16} /> Copia
</>
)}
</Button>
</div>
</div>
<Button
type="button"
variant="ghost"
className="w-full"
onClick={() => {
setSuccessLink(null);
setSelectedClient("");
setSelectedOffer("");
setSelectedTotal("");
setCurrentOffer(null);
}}
>
Crea un altro preventivo
</Button>
</Card>
);
}
return (
<div className="grid grid-cols-2 gap-6">
{/* LEFT COLUMN: FORM */}
<div>
<form onSubmit={handleSubmit} className="space-y-4">
<h2 className="text-lg font-semibold text-gray-900">Crea Preventivo</h2>
{/* Client Select */}
<div className="space-y-2">
<Label htmlFor="client">Cliente*</Label>
<Select value={selectedClient} onValueChange={setSelectedClient}>
<SelectTrigger id="client">
<SelectValue placeholder="Seleziona un cliente" />
</SelectTrigger>
<SelectContent>
{clients.map((client) => (
<SelectItem key={client.id} value={client.id}>
{client.name}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
{/* Offer Select */}
{selectedClient && (
<OfferSelector
macros={offerMacros}
value={selectedOffer}
onValueChange={handleOfferChange}
/>
)}
{/* Price Input */}
{selectedOffer && (
<PriceOverrideInput
value={selectedTotal}
onChange={setSelectedTotal}
calculatedTotal={currentOffer?.duration_months ? currentOffer.duration_months * 1000 : undefined}
/>
)}
{/* Error Message */}
{error && (
<div className="p-3 bg-red-50 border border-red-200 rounded-lg">
<p className="text-sm text-red-800">{error}</p>
</div>
)}
{/* Submit Button */}
<Button
type="submit"
disabled={!selectedClient || !selectedOffer || !selectedTotal || isPending}
className="w-full bg-[#1A463C] text-white hover:bg-[#1A463C]/90"
>
{isPending ? "Salvataggio…" : "Salva Preventivo"}
</Button>
</form>
</div>
{/* RIGHT COLUMN: PREVIEW */}
<div>
<QuotePreview offer={currentOffer} selectedTotal={parseFloat(selectedTotal) || 0} />
</div>
</div>
);
}
@@ -1,61 +0,0 @@
"use client";
import { Card } from "@/components/ui/card";
import { OfferMicro, OfferPhase } from "@/db/schema";
interface QuotePreviewProps {
offer: (OfferMicro & { phases: OfferPhase[] }) | null;
selectedTotal: number;
}
export function QuotePreview({ offer, selectedTotal }: QuotePreviewProps) {
if (!offer) {
return (
<div className="h-full flex items-center justify-center text-gray-400">
<p className="text-sm">Seleziona un'offerta per visualizzare l'anteprima</p>
</div>
);
}
return (
<Card className="p-6 space-y-6">
<div className="border-b pb-6">
<h3 className="text-lg font-semibold text-gray-900">{offer.public_name}</h3>
{offer.transformation_promise && (
<p className="text-sm text-gray-600 mt-2">{offer.transformation_promise}</p>
)}
<p className="text-xs text-gray-500 mt-3">
Durata: {offer.duration_months} mese{offer.duration_months !== 1 ? "i" : ""}
</p>
</div>
<div className="space-y-4">
<h4 className="font-medium text-gray-900">Fasi incluse</h4>
{offer.phases && offer.phases.length > 0 ? (
offer.phases.map((phase) => (
<div key={phase.id} className="space-y-2">
<p className="text-sm font-medium text-gray-800">{phase.title}</p>
{phase.description && (
<p className="text-xs text-gray-600 ml-2">{phase.description}</p>
)}
</div>
))
) : (
<p className="text-xs text-gray-400">Nessuna fase configurata</p>
)}
</div>
<div className="border-t pt-6 space-y-3">
<div className="flex justify-between items-center">
<span className="text-sm text-gray-600">Totale preventivo</span>
<span className="text-2xl font-bold text-gray-900">
{selectedTotal.toLocaleString("it-IT", { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</span>
</div>
<p className="text-xs text-gray-500">
Questo preventivo sarà visibile al cliente tramite link riservato
</p>
</div>
</Card>
);
}
@@ -0,0 +1,196 @@
"use client";
import { useState, useEffect, useCallback } from "react";
import type { ProposalDetail } from "@/lib/proposal/queries";
import { CoverSection } from "./sections/CoverSection";
import { VisionSection } from "./sections/VisionSection";
import { IndexSection } from "./sections/IndexSection";
import { ChapterDivider } from "./sections/ChapterDivider";
import { StrategistSection } from "./sections/StrategistSection";
import { FactsSection } from "./sections/FactsSection";
import { TestimonialsSection } from "./sections/TestimonialsSection";
import { ProblemNodeSection } from "./sections/ProblemNodeSection";
import { SynthesisDiagramSection } from "./sections/SynthesisDiagramSection";
import { SolutionNodeSection } from "./sections/SolutionNodeSection";
import { SolutionSynthesisSection } from "./sections/SolutionSynthesisSection";
import { ScopeSection } from "./sections/ScopeSection";
import { DeliverablesSection } from "./sections/DeliverablesSection";
import { TimelineSection } from "./sections/TimelineSection";
import { PricingSection } from "./sections/PricingSection";
import { StagesRecapSection } from "./sections/StagesRecapSection";
import { ComparisonMatrixSection } from "./sections/ComparisonMatrixSection";
import { NextStepsSection } from "./sections/NextStepsSection";
import { ClosingSection } from "./sections/ClosingSection";
import { AcceptSection } from "./sections/AcceptSection";
type Props = {
proposal: ProposalDetail;
onAccept: (slug: string, tier: string, email?: string, notes?: string) => Promise<void>;
onReject: (slug: string, notes?: string) => Promise<void>;
};
export function ProposalDeck({ proposal, onAccept, onReject }: Props) {
const { content, state, selectedTier, acceptedAt } = proposal;
const { ai, consultant, offer, header } = content;
const problems = ai.problems;
const solutions = ai.solutions;
// Costruisce la lista di slide dinamicamente
const testimonialPages = Math.ceil(consultant.testimonials.length / 9);
type Slide = { id: string; component: React.ReactNode };
const slides: Slide[] = [
// 01 — Cover
{ id: "cover", component: <CoverSection header={header} /> },
// 02 — Vision
{ id: "vision", component: <VisionSection vision={ai.vision} header={header} /> },
// 03 — Sommario
{ id: "index", component: <IndexSection /> },
// Cap.01 — Lo strategist
{ id: "ch01", component: <ChapterDivider number="01" title="Lo strategist." subtitle="Chi vi affianca in questo lavoro, con quali credenziali, con quale metodo e con quali precedenti dimostrabili." /> },
{ id: "strategist", component: <StrategistSection consultant={consultant} /> },
{ id: "facts", component: <FactsSection consultant={consultant} /> },
// Testimonianze (1N pagine da 9)
...Array.from({ length: testimonialPages }, (_, i) => ({
id: `testimonials-${i + 1}`,
component: (
<TestimonialsSection
testimonials={consultant.testimonials}
page={i + 1}
totalPages={testimonialPages}
/>
),
})),
// Cap.02 — Il problema
{ id: "ch02", component: <ChapterDivider number="02" title="Il problema." subtitle={`${problems.length} nodi rilevati nella discovery. Li chiamiamo per nome, uno per uno.`} /> },
// Nodi problema
...problems.map((p) => ({
id: `problem-${p.id}`,
component: <ProblemNodeSection problem={p} />,
})),
// Sintesi problema
{ id: "problem-synthesis", component: <SynthesisDiagramSection synthesis={ai.problemSynthesis} type="problem" /> },
// Cap.03 — La soluzione
{ id: "ch03", component: <ChapterDivider number="03" title="La soluzione." subtitle="Per ogni nodo, un'elevazione speculare. La struttura riprende l'ordine dei problemi e mostra dove la trasformazione vi porta." /> },
// Nodi soluzione
...solutions.map((s) => ({
id: `solution-${s.id}`,
component: <SolutionNodeSection solution={s} />,
})),
// Sintesi soluzione
{ id: "solution-synthesis", component: <SolutionSynthesisSection synthesis={ai.solutionSynthesis} /> },
// Cap.04 — L'esecuzione
{ id: "ch04", component: <ChapterDivider number="04" title="L'esecuzione." subtitle="Lo scope del lavoro, gli obiettivi, i deliverable, ciò che è incluso e ciò che non lo è. La timeline." /> },
{ id: "scope", component: <ScopeSection scope={ai.scope} /> },
{ id: "deliverables", component: <DeliverablesSection deliverables={ai.deliverables} /> },
{ id: "timeline", component: <TimelineSection timeline={ai.timeline} /> },
// Cap.05 — Le opzioni
{ id: "ch05", component: <ChapterDivider number="05" title="Le opzioni." subtitle="Il valore di mercato delle attività, le tre opzioni progressive con il loro pricing, e il processo per partire." /> },
{ id: "pricing", component: <PricingSection tiers={offer.tiers} /> },
// Stages recap + comparison
{ id: "stages", component: <StagesRecapSection stages={ai.stagesRecap.stages} /> },
{ id: "comparison", component: <ComparisonMatrixSection matrix={ai.comparisonMatrix} tiers={offer.tiers} /> },
// Come procedere / Next steps
{ id: "nextsteps", component: <NextStepsSection consultant={consultant} header={header} offer={offer} /> },
// Accept/Reject (solo se published)
...(state === "published"
? [{
id: "accept",
component: (
<AcceptSection
slug={proposal.slug}
tiers={offer.tiers}
header={header}
onAccept={onAccept}
onReject={onReject}
/>
),
}]
: []),
// Closing
{ id: "closing", component: <ClosingSection consultant={consultant} header={header} state={state} selectedTier={selectedTier} acceptedAt={acceptedAt} /> },
];
const total = slides.length;
const [current, setCurrent] = useState(0);
const goTo = useCallback((i: number) => setCurrent(Math.max(0, Math.min(total - 1, i))), [total]);
const prev = useCallback(() => goTo(current - 1), [current, goTo]);
const next = useCallback(() => goTo(current + 1), [current, goTo]);
// Navigazione da tastiera
useEffect(() => {
const handler = (e: KeyboardEvent) => {
if (e.key === "ArrowRight" || e.key === "ArrowDown") next();
if (e.key === "ArrowLeft" || e.key === "ArrowUp") prev();
};
window.addEventListener("keydown", handler);
return () => window.removeEventListener("keydown", handler);
}, [next, prev]);
// Blocca lo scroll del body mentre la deck è visibile
useEffect(() => {
document.body.style.overflow = "hidden";
return () => { document.body.style.overflow = ""; };
}, []);
return (
<div className="relative h-screen overflow-hidden bg-white font-sans select-none">
{/* Topbar */}
<div className="fixed top-0 left-0 right-0 z-20 flex items-center justify-between px-8 py-4 bg-white/90 backdrop-blur-sm border-b border-border">
<span className="text-xs font-mono text-muted-foreground tracking-widest uppercase">
Documento di Soluzione · {header.clientName} · {header.date}
</span>
<span className="text-xs font-mono text-muted-foreground">
{String(current + 1).padStart(2, "0")} / {String(total).padStart(2, "0")}
</span>
</div>
{/* Contenuto slide — riempie esattamente lo spazio tra le due barre fisse */}
<div className="h-full pt-16 pb-20 overflow-hidden">
{slides[current].component}
</div>
{/* Bottom nav */}
<div className="fixed bottom-0 left-0 right-0 z-20 flex items-center justify-between px-8 py-4 bg-white/90 backdrop-blur-sm border-t border-border">
{/* Frecce */}
<div className="flex items-center gap-3 text-xs text-muted-foreground">
<button
onClick={prev}
disabled={current === 0}
className="disabled:opacity-30 hover:text-foreground transition-colors"
aria-label="Precedente"
>
</button>
<button
onClick={next}
disabled={current === total - 1}
className="disabled:opacity-30 hover:text-foreground transition-colors"
aria-label="Prossimo"
>
</button>
<span className="ml-2 hidden sm:inline">CLICK DOTS</span>
</div>
{/* Dot navigator */}
<div className="flex items-center gap-1 overflow-x-auto max-w-[60vw] py-1">
{slides.map((s, i) => (
<button
key={s.id}
onClick={() => goTo(i)}
aria-label={`Vai alla slide ${i + 1}`}
className={`shrink-0 rounded-full transition-all ${
i === current
? "w-6 h-2 bg-primary"
: "w-2 h-2 bg-border hover:bg-muted-foreground"
}`}
/>
))}
</div>
</div>
</div>
);
}
@@ -0,0 +1,137 @@
"use client";
import { useState, useTransition } from "react";
import { Loader2 } from "lucide-react";
import type { AssembledProposal } from "@/lib/proposal/assemble";
type Props = {
slug: string;
tiers: AssembledProposal["offer"]["tiers"];
header: AssembledProposal["header"];
onAccept: (slug: string, tier: string, email?: string, notes?: string) => Promise<void>;
onReject: (slug: string, notes?: string) => Promise<void>;
};
export function AcceptSection({ slug, tiers, header, onAccept, onReject }: Props) {
const [selectedTier, setSelectedTier] = useState<string | null>(null);
const [email, setEmail] = useState("");
const [notes, setNotes] = useState("");
const [action, setAction] = useState<"accept" | "reject" | null>(null);
const [isPending, startTransition] = useTransition();
const [error, setError] = useState<string | null>(null);
function handleAccept() {
if (!selectedTier) { setError("Seleziona un tier per procedere"); return; }
setError(null);
startTransition(async () => {
try {
await onAccept(slug, selectedTier, email || undefined, notes || undefined);
} catch (e) {
setError(e instanceof Error ? e.message : "Errore");
}
});
}
function handleReject() {
setError(null);
startTransition(async () => {
try {
await onReject(slug, notes || undefined);
} catch (e) {
setError(e instanceof Error ? e.message : "Errore");
}
});
}
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-10">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">
Accettazione formale
</p>
<h2 className="text-5xl font-light text-foreground mt-4">
Scegli il tuo <span className="text-primary">tier.</span>
</h2>
<p className="text-base text-muted-foreground mt-4">
Seleziona l&apos;opzione che preferisci. La conferma via questo modulo attiva il lavoro.
</p>
</div>
{/* Selezione tier */}
<div className="grid grid-cols-3 gap-4">
{tiers.map((tier) => (
<button
key={tier.tierLetter}
onClick={() => setSelectedTier(tier.tierLetter)}
className={`rounded-xl border-2 p-6 text-left transition-all ${
selectedTier === tier.tierLetter
? "border-primary bg-primary/5"
: "border-border hover:border-primary/40"
}`}
>
<p className="text-2xl font-light text-primary">{tier.tierLetter}</p>
<p className="font-medium text-foreground mt-1">{tier.publicName}</p>
<p className="text-sm text-muted-foreground mt-2">
{tier.publicPrice ? `${parseFloat(tier.publicPrice).toLocaleString("it-IT")}` : `${parseFloat(tier.servicesTotal).toLocaleString("it-IT")}`}
</p>
</button>
))}
</div>
{/* Email e note */}
<div className="grid grid-cols-2 gap-4">
<div className="space-y-1">
<label className="text-xs font-mono text-muted-foreground uppercase tracking-widest">
Email (opzionale)
</label>
<input
type="email"
value={email}
onChange={(e) => setEmail(e.target.value)}
placeholder="tua@email.com"
className="w-full border border-border rounded-md px-3 py-2 text-sm focus:outline-none focus:ring-1 focus:ring-primary"
/>
</div>
<div className="space-y-1">
<label className="text-xs font-mono text-muted-foreground uppercase tracking-widest">
Note (opzionale)
</label>
<input
type="text"
value={notes}
onChange={(e) => setNotes(e.target.value)}
placeholder="Note per il consulente…"
className="w-full border border-border rounded-md px-3 py-2 text-sm focus:outline-none focus:ring-1 focus:ring-primary"
/>
</div>
</div>
{error && (
<p className="text-sm text-destructive">{error}</p>
)}
{/* CTA */}
<div className="flex items-center gap-4">
<button
onClick={handleAccept}
disabled={isPending}
className="flex-1 flex items-center justify-center gap-2 px-6 py-3 bg-primary text-primary-foreground rounded-xl font-medium hover:bg-primary/90 disabled:opacity-60 transition-colors"
>
{isPending && action === "accept" ? <Loader2 size={16} className="animate-spin" /> : null}
Accetto {selectedTier ? `Opzione ${selectedTier}` : "scegli tier"}
</button>
<button
onClick={() => { setAction("reject"); handleReject(); }}
disabled={isPending}
className="px-6 py-3 border border-border rounded-xl text-muted-foreground hover:text-destructive hover:border-destructive/40 disabled:opacity-60 transition-colors text-sm"
>
Non procedo
</button>
</div>
<p className="text-xs font-mono text-muted-foreground">
{header.consultantName} · Accettazione formale valida {header.validityDays} giorni dalla data di invio.
</p>
</div>
);
}
@@ -0,0 +1,15 @@
type Props = { number: string; title: string; subtitle: string };
export function ChapterDivider({ number, title, subtitle }: Props) {
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-6">
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Capitolo</p>
<div className="space-y-2">
<p className="text-8xl font-light text-primary">{number}</p>
<div className="w-12 h-px bg-primary" />
</div>
<h2 className="text-5xl font-light text-foreground">{title}</h2>
<p className="text-lg text-muted-foreground max-w-lg">{subtitle}</p>
</div>
);
}
@@ -0,0 +1,69 @@
import type { ConsultantProfile } from "@/lib/proposal/profile";
import type { AssembledProposal } from "@/lib/proposal/assemble";
type Props = {
consultant: ConsultantProfile;
header: AssembledProposal["header"];
state: string;
selectedTier: string | null;
acceptedAt: Date | null;
};
export function ClosingSection({ consultant, header, state, selectedTier, acceptedAt }: Props) {
return (
<div className="h-full flex flex-col justify-between px-16 py-24">
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Come si parte</p>
<div className="space-y-6">
{state === "accepted" && acceptedAt && selectedTier ? (
<div className="space-y-4">
<div className="inline-flex items-center gap-2 px-4 py-2 bg-green-100 text-green-800 rounded-full text-sm font-medium">
Proposta accettata Opzione {selectedTier}
</div>
<h2 className="text-5xl font-light text-foreground">
Il kickoff è già <span className="text-primary">in calendario.</span>
</h2>
<p className="text-lg text-muted-foreground max-w-xl">
Hai scelto l&apos;Opzione {selectedTier} il{" "}
{acceptedAt.toLocaleDateString("it-IT", { day: "2-digit", month: "long", year: "numeric" })}.
Il consulente ti contatterà a breve per definire la data di kickoff.
</p>
</div>
) : state === "rejected" ? (
<div className="space-y-4">
<div className="inline-flex items-center gap-2 px-4 py-2 bg-amber-100 text-amber-800 rounded-full text-sm font-medium">
Proposta non accettata
</div>
<h2 className="text-5xl font-light text-foreground">Grazie per il tuo tempo.</h2>
<p className="text-lg text-muted-foreground">
Se cambierai idea o vorrai discutere di altri progetti, siamo qui.
</p>
</div>
) : (
<div className="space-y-4">
<h2 className="text-5xl font-light text-foreground">
Il kickoff è già <span className="text-primary">in calendario.</span>
</h2>
<p className="text-lg text-muted-foreground max-w-xl">
Una volta confermata l&apos;opzione, la prima sessione viene pianificata entro la settimana successiva.
Tutto parte da .
</p>
</div>
)}
</div>
<div className="space-y-1">
<p className="text-sm font-medium text-foreground">
{consultant.name} · {consultant.contact.email}
{consultant.contact.phone ? ` · ${consultant.contact.phone}` : ""}
</p>
{consultant.contact.website && (
<p className="text-xs font-mono text-muted-foreground">{consultant.contact.website}</p>
)}
<p className="text-xs font-mono text-muted-foreground mt-4">
Documento di Soluzione · {header.clientName} · {header.date}
</p>
</div>
</div>
);
}
@@ -0,0 +1,65 @@
import type { ComparisonRow } from "@/lib/proposal/schema";
import type { AssembledProposal } from "@/lib/proposal/assemble";
type Props = {
matrix: ComparisonRow[];
tiers: AssembledProposal["offer"]["tiers"];
};
export function ComparisonMatrixSection({ matrix, tiers }: Props) {
const tierLetters = tiers.map((t) => t.tierLetter);
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-8">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Riepilogo del lavoro</p>
<h2 className="text-5xl font-light text-foreground mt-4">
Le voci che <span className="text-primary">compongono</span> ogni opzione.
</h2>
</div>
<div className="border border-border rounded-xl overflow-hidden">
<table className="w-full text-sm">
<thead className="bg-muted border-b border-border">
<tr>
<th className="px-6 py-4 text-left font-mono text-xs tracking-widest text-muted-foreground uppercase">
Componente del lavoro
</th>
{tierLetters.map((l) => (
<th key={l} className="px-6 py-4 text-center font-mono text-xs tracking-widest text-muted-foreground uppercase w-24">
{l}
</th>
))}
</tr>
</thead>
<tbody className="divide-y divide-border">
{matrix.map((row, i) => {
const values = [row.inA, row.inB, row.inC];
return (
<tr key={i} className="hover:bg-muted/30 transition-colors">
<td className="px-6 py-4">
<p className="font-medium text-foreground">{row.component}</p>
<p className="text-xs text-muted-foreground mt-0.5">{row.description}</p>
</td>
{values.slice(0, tierLetters.length).map((included, j) => (
<td key={j} className="px-6 py-4 text-center">
{included ? (
<span className="inline-block w-3 h-3 rounded-full bg-primary" />
) : (
<span className="inline-block w-3 h-3 rounded-full border-2 border-border" />
)}
</td>
))}
</tr>
);
})}
</tbody>
</table>
</div>
<p className="text-xs font-mono text-muted-foreground">
Le tre opzioni si compongono progressivamente. La C eredita tutto da B, che a sua volta eredita tutto da A.
</p>
</div>
);
}
@@ -0,0 +1,39 @@
import type { AssembledProposal } from "@/lib/proposal/assemble";
type Props = { header: AssembledProposal["header"] };
export function CoverSection({ header }: Props) {
return (
<div className="h-full flex flex-col justify-between px-16 py-24">
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">
Documento di Soluzione
</p>
<div className="space-y-6">
<h1 className="text-6xl font-light leading-tight tracking-tight text-foreground">
{header.offerTitle.split(" ").map((word, i, arr) => {
const isLast = i === arr.length - 1;
return (
<span key={i}>
{isLast ? <span className="text-primary font-normal">{word}</span> : `${word} `}
</span>
);
})}
</h1>
{header.offerDescription && (
<p className="text-lg text-muted-foreground max-w-2xl">{header.offerDescription}</p>
)}
<p className="text-base text-foreground">
{header.clientName} × {header.consultantName}
</p>
<div className="flex items-center gap-6 text-xs font-mono text-muted-foreground">
<span>Data: {header.date}</span>
<span>·</span>
<span>Validità {header.validityDays} giorni</span>
</div>
</div>
<div />
</div>
);
}
@@ -0,0 +1,51 @@
import type { ProposalContent } from "@/lib/proposal/schema";
import { X } from "lucide-react";
type Props = { deliverables: ProposalContent["deliverables"] };
export function DeliverablesSection({ deliverables }: Props) {
return (
<div className="h-full flex items-center px-16 py-24">
<div className="grid grid-cols-2 gap-8 w-full">
{/* Deliverable */}
<div className="border border-primary/20 bg-primary/5 rounded-xl p-8 space-y-4">
<div className="w-10 h-10 rounded-full bg-primary/10 flex items-center justify-center">
<div className="w-5 h-5 rounded-full bg-primary" />
</div>
<p className="text-xs font-mono tracking-widest text-primary uppercase">Deliverable · Output finali</p>
<h3 className="text-lg font-medium text-foreground">Quattro asset progressivi, uno per opzione.</h3>
<ul className="space-y-2">
{deliverables.deliverables.map((d, i) => (
<li key={i} className="flex items-start gap-2 text-sm text-foreground">
<span className="text-primary mt-0.5"></span>
<span dangerouslySetInnerHTML={{ __html: d }} />
</li>
))}
</ul>
</div>
{/* Out of scope */}
<div className="border border-border rounded-xl p-8 space-y-4">
<div className="w-10 h-10 rounded-full border-2 border-border flex items-center justify-center text-muted-foreground">
</div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Confini · Ciò che non è incluso</p>
<div className="border border-border rounded-lg p-4 bg-muted/30 space-y-1">
<p className="text-sm font-medium text-foreground">
Ciò che non è esplicitamente indicato è da considerarsi escluso.{" "}
<span className="italic">A titolo di esempio:</span>
</p>
</div>
<ul className="space-y-2">
{deliverables.outOfScope.map((d, i) => (
<li key={i} className="flex items-start gap-2 text-sm text-muted-foreground">
<X size={14} className="mt-0.5 shrink-0" />
<span>{d}</span>
</li>
))}
</ul>
</div>
</div>
</div>
);
}
@@ -0,0 +1,26 @@
import type { ConsultantProfile } from "@/lib/proposal/profile";
type Props = { consultant: ConsultantProfile };
export function FactsSection({ consultant }: Props) {
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-12">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Tre fatti</p>
<h2 className="text-5xl font-light text-foreground mt-4">
Cosa porto al <span className="text-primary">tavolo.</span>
</h2>
</div>
<div className="grid grid-cols-3 gap-6">
{consultant.facts.map((fact, i) => (
<div key={i} className="border border-border rounded-xl p-8 space-y-4">
<p className="text-5xl font-light text-primary">{fact.value}</p>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">{fact.label}</p>
<p className="text-sm text-foreground font-medium">{fact.description}</p>
</div>
))}
</div>
</div>
);
}
@@ -0,0 +1,30 @@
const CHAPTERS = [
{ n: "01", title: "Lo strategist", subtitle: "Chi vi affianca, con quale metodo e con quali precedenti." },
{ n: "02", title: "Il problema", subtitle: "I nodi rilevati nella discovery, ognuno chiamato per nome." },
{ n: "03", title: "La soluzione", subtitle: "L'elevazione speculare a ciascun nodo — con il risultato concreto." },
{ n: "04", title: "L'esecuzione", subtitle: "Scope, deliverable, ciò che non è incluso, timeline." },
{ n: "05", title: "Le opzioni", subtitle: "Tre intensità progressive con valore di mercato e pricing." },
];
export function IndexSection() {
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-8">
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Sommario</p>
<h2 className="text-5xl font-light text-foreground">
Cinque <span className="text-primary">capitoli.</span>
</h2>
<div className="divide-y divide-border">
{CHAPTERS.map((c) => (
<div key={c.n} className="flex items-baseline justify-between py-5 gap-8">
<div className="flex items-baseline gap-6">
<span className="text-2xl font-mono text-primary">{c.n}</span>
<span className="text-xl text-foreground">{c.title}</span>
</div>
<span className="text-sm text-muted-foreground text-right max-w-xs">{c.subtitle}</span>
</div>
))}
</div>
</div>
);
}
@@ -0,0 +1,68 @@
import type { ConsultantProfile } from "@/lib/proposal/profile";
import type { AssembledProposal } from "@/lib/proposal/assemble";
type Props = {
consultant: ConsultantProfile;
header: AssembledProposal["header"];
offer: AssembledProposal["offer"];
};
export function NextStepsSection({ consultant, header }: Props) {
// Calcola la data di scadenza (validityDays dalla data di generazione)
const expiryNote = `Valida ${header.validityDays} giorni dalla data di invio.`;
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-10">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Come procedere ora</p>
<h2 className="text-5xl font-light text-foreground mt-4">
Tre passaggi <br />
<span className="text-primary">per attivare il lavoro.</span>
</h2>
</div>
<div className="space-y-4">
{consultant.nextSteps.map((step) => (
<div key={step.number} className="flex items-start gap-6">
<span className="text-xl font-mono text-primary shrink-0">{step.number}</span>
<p className="text-base text-foreground leading-relaxed">
{step.highlightedPart ? (
<>
{step.text.split(step.highlightedPart)[0]}
<strong>{step.highlightedPart}</strong>
{step.text.split(step.highlightedPart)[1]}
</>
) : (
step.text
)}
</p>
</div>
))}
</div>
<div className="border-t border-border pt-6 space-y-1">
<p className="text-sm font-medium text-foreground">
{consultant.name} · {consultant.contact.email}
{consultant.contact.phone ? ` · ${consultant.contact.phone}` : ""}
</p>
<p className="text-xs font-mono text-muted-foreground">{expiryNote}</p>
</div>
{/* Legale + accettazione */}
<div className="grid grid-cols-2 gap-4 text-xs text-muted-foreground">
<div className="border border-border rounded-lg p-4 space-y-1">
<p className="font-mono uppercase tracking-widest text-foreground text-[10px]">Termini legali</p>
<p>{consultant.legal.revisions}</p>
<p>{consultant.legal.ip}</p>
<p>{consultant.legal.nda}</p>
<p>Foro competente: {consultant.legal.forum}</p>
</div>
<div className="border border-border rounded-lg p-4 space-y-1">
<p className="font-mono uppercase tracking-widest text-foreground text-[10px]">Accettazione</p>
<p>{consultant.legal.acceptanceInstructions}</p>
<p className="mt-2 font-medium text-foreground">{expiryNote}</p>
</div>
</div>
</div>
);
}
@@ -0,0 +1,76 @@
import type { AssembledProposal } from "@/lib/proposal/assemble";
type Props = { tiers: AssembledProposal["offer"]["tiers"] };
function formatEur(val: string | null | undefined): string {
if (!val) return "—";
const n = parseFloat(val);
return `${n.toLocaleString("it-IT")}`;
}
export function PricingSection({ tiers }: Props) {
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-10">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Le tre opzioni</p>
<h2 className="text-5xl font-light text-foreground mt-4">
Tre tappe, <span className="text-primary">un solo risultato.</span>
</h2>
</div>
<div className="grid grid-cols-3 gap-6">
{tiers.map((tier, i) => {
const isHighlighted = i === 1; // tier B highlighted di default
const price = tier.publicPrice ?? tier.servicesTotal;
const durationLabel = `${tier.durationMonths} ${tier.durationMonths === 1 ? "mese" : "mesi"}`;
return (
<div
key={tier.id}
className={`rounded-xl p-8 space-y-6 border ${
isHighlighted
? "border-primary bg-primary/5"
: "border-border bg-white"
}`}
>
<div className="flex items-start justify-between">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">
Opzione {tier.tierLetter} / {durationLabel}
</p>
<h3 className="text-xl font-medium text-foreground mt-1">{tier.publicName}</h3>
</div>
<span className="text-xs font-mono bg-primary/10 text-primary px-2 py-1 rounded">
{tier.tierLetter}
</span>
</div>
<div className="space-y-1">
<p className="text-3xl font-light text-primary">{formatEur(price)}</p>
<p className="text-xs text-muted-foreground">
{tier.durationMonths > 1 ? `${tier.durationMonths} mesi` : "pagamento unico"}
</p>
</div>
{/* Servizi inclusi */}
{tier.services.length > 0 && (
<ul className="space-y-1.5">
{tier.services.map((s) => (
<li key={s.id} className="flex items-start gap-2 text-sm text-foreground">
<span className="text-primary mt-0.5"></span>
<span>{s.name}</span>
</li>
))}
</ul>
)}
</div>
);
})}
</div>
<p className="text-xs font-mono text-muted-foreground">
Le tre opzioni si compongono progressivamente. La C eredita tutto da B, che a sua volta eredita tutto da A.
</p>
</div>
);
}
@@ -0,0 +1,34 @@
import type { ProblemNode } from "@/lib/proposal/schema";
type Props = { problem: ProblemNode };
export function ProblemNodeSection({ problem }: Props) {
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-8 max-w-4xl">
<div>
<p className="text-xs font-mono tracking-widest text-destructive uppercase">
Problema {problem.id} · {problem.subtitle}
</p>
<h2 className="text-5xl font-light text-foreground mt-4 leading-tight">
{problem.title.split(problem.title.split(" ").slice(-2).join(" "))[0]}
<span className="text-destructive">{problem.title.split(" ").slice(-2).join(" ")}</span>
</h2>
<p className="text-base text-muted-foreground mt-4 leading-relaxed max-w-2xl">
{problem.body}
</p>
</div>
<div className="border border-destructive/30 bg-destructive/5 rounded-xl p-6 space-y-2">
<p className="text-xs font-mono tracking-widest text-destructive uppercase">Il rischio</p>
<p className="text-sm text-foreground leading-relaxed">{problem.risk}</p>
</div>
<div className="border-l-2 border-border pl-6 space-y-1">
<p className="text-sm text-muted-foreground italic leading-relaxed">
&ldquo;{problem.quote}&rdquo;
</p>
<p className="text-xs font-mono text-muted-foreground">{problem.quoteAttribution}</p>
</div>
</div>
);
}
@@ -0,0 +1,39 @@
import type { ProposalContent } from "@/lib/proposal/schema";
import { CheckCircle2 } from "lucide-react";
type Props = { scope: ProposalContent["scope"] };
export function ScopeSection({ scope }: Props) {
return (
<div className="h-full flex items-center px-16 py-24">
<div className="grid grid-cols-2 gap-12 w-full">
{/* Scope */}
<div className="border border-primary/20 bg-primary/5 rounded-xl p-8 space-y-4">
<div className="w-10 h-10 rounded-full border border-primary flex items-center justify-center">
<div className="w-5 h-5 rounded-full bg-primary/30" />
</div>
<p className="text-xs font-mono tracking-widest text-primary uppercase">Scope · Capitolo del lavoro</p>
<h3 className="text-xl font-medium text-foreground">{scope.scopeTitle}</h3>
<p className="text-sm text-muted-foreground leading-relaxed">{scope.scopeBody}</p>
</div>
{/* Obiettivi */}
<div className="border border-border bg-muted/30 rounded-xl p-8 space-y-4">
<div className="w-10 h-10 rounded-full border border-border flex items-center justify-center">
<div className="w-0 h-0 border-l-[6px] border-l-transparent border-r-[6px] border-r-transparent border-b-[10px] border-b-foreground" />
</div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Obiettivi · Punti d&apos;arrivo</p>
<h3 className="text-xl font-medium text-foreground">Quattro risultati concreti, misurabili al termine.</h3>
<ul className="space-y-2">
{scope.objectives.map((obj, i) => (
<li key={i} className="flex items-start gap-2 text-sm text-foreground">
<CheckCircle2 size={14} className="text-primary mt-0.5 shrink-0" />
<span dangerouslySetInnerHTML={{ __html: obj }} />
</li>
))}
</ul>
</div>
</div>
</div>
);
}
@@ -0,0 +1,35 @@
import type { SolutionNode } from "@/lib/proposal/schema";
type Props = { solution: SolutionNode };
export function SolutionNodeSection({ solution }: Props) {
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-8 max-w-4xl">
<div>
<p className="text-xs font-mono tracking-widest text-primary uppercase">
{solution.subtitle}
</p>
<h2 className="text-5xl font-light text-foreground mt-4 leading-tight">
{solution.title}
</h2>
</div>
<div className="border border-primary/20 bg-primary/5 rounded-xl p-6 space-y-2">
<p className="text-xs font-mono tracking-widest text-primary uppercase">La trasformazione</p>
<p className="text-sm text-foreground leading-relaxed">{solution.transformation}</p>
</div>
<div className="border border-border rounded-xl p-6 space-y-3">
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Attraverso cosa</p>
<ul className="space-y-2">
{solution.throughWhat.map((item, i) => (
<li key={i} className="flex items-start gap-2 text-sm text-foreground">
<span className="text-primary mt-0.5"></span>
<span dangerouslySetInnerHTML={{ __html: item }} />
</li>
))}
</ul>
</div>
</div>
);
}
@@ -0,0 +1,42 @@
import type { ProposalContent } from "@/lib/proposal/schema";
type Props = { synthesis: ProposalContent["solutionSynthesis"] };
export function SolutionSynthesisSection({ synthesis }: Props) {
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-10">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Sintesi della soluzione</p>
<h2 className="text-5xl font-light text-foreground mt-4">
Una direzione, <span className="text-success">cinque elevazioni.</span>
</h2>
<p className="text-base text-muted-foreground mt-4 max-w-2xl">
Da un&apos;unica decisione strategica a monte si declinano cinque movimenti specifici. Il sistema operativo che resta al team interno.
</p>
</div>
<div className="space-y-6">
{/* Direzione */}
<div className="border border-primary/20 bg-primary/5 rounded-xl p-6 text-center mx-auto max-w-lg">
<p className="text-xs font-mono tracking-widest text-primary uppercase mb-2">La direzione</p>
<p className="text-sm font-medium text-foreground">{synthesis.direction}</p>
</div>
{/* Connettori */}
<div className="flex justify-center">
<div className="w-px h-8 bg-primary/30" />
</div>
{/* Elevazioni */}
<div className="flex items-center justify-between gap-4">
{synthesis.elevations.map((e, i) => (
<div key={e.id} className="flex-1 border border-border rounded-lg px-4 py-3 text-center">
<p className="text-xs font-mono text-muted-foreground mb-1">0{i + 1} </p>
<p className="text-sm font-medium text-foreground">{e.label}</p>
</div>
))}
</div>
</div>
</div>
);
}
@@ -0,0 +1,43 @@
import type { ProposalContent } from "@/lib/proposal/schema";
type Props = { stages: ProposalContent["stagesRecap"]["stages"] };
export function StagesRecapSection({ stages }: Props) {
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-10">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Recap del progresso</p>
<h2 className="text-5xl font-light text-foreground mt-4">
Tre tappe verso <span className="text-primary">la trasformazione.</span>
</h2>
<p className="text-base text-muted-foreground mt-4 max-w-3xl">
Le tre opzioni non sono pacchetti scollegati: sono{" "}
<strong>tre tappe progressive</strong> dello stesso percorso. Ognuna costruisce sopra la precedente.
Insieme portano alla <strong>trasformazione totale</strong>.
</p>
</div>
<div className="flex items-start gap-4">
{stages.map((stage, i) => (
<div key={i} className="flex-1">
<div className="border border-primary/20 rounded-xl p-6 space-y-3">
<p className="text-4xl font-light text-primary">{stage.number}</p>
<p className="text-xs font-mono tracking-widest text-primary uppercase">{stage.label}</p>
<h3 className="text-xl font-medium text-foreground">{stage.headline}</h3>
<p className="text-sm text-muted-foreground leading-relaxed">{stage.body}</p>
<div className="border border-border rounded-md px-3 py-2 bg-muted/30">
<p className="text-xs font-mono text-muted-foreground">
{stage.deliverable}
</p>
</div>
</div>
{i < stages.length - 1 && (
<div className="hidden" /* arrow between stages — gestito dal grid */ />
)}
</div>
))}
</div>
</div>
);
}
@@ -0,0 +1,50 @@
import type { ConsultantProfile } from "@/lib/proposal/profile";
import { CheckCircle2 } from "lucide-react";
type Props = { consultant: ConsultantProfile };
export function StrategistSection({ consultant }: Props) {
return (
<div className="h-full flex items-center px-16 py-24">
<div className="grid grid-cols-3 gap-12 w-full">
{/* Foto */}
<div className="flex flex-col items-center justify-center">
<div className="w-48 h-64 rounded-xl border-2 border-primary bg-muted flex items-center justify-center overflow-hidden">
{consultant.photoUrl ? (
<img src={consultant.photoUrl} alt={consultant.name} className="w-full h-full object-cover" />
) : (
<span className="text-muted-foreground text-sm">{consultant.name[0]}</span>
)}
</div>
</div>
{/* Bio */}
<div className="col-span-2 space-y-6">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">
Strategist · Brand &amp; Business
</p>
<h2 className="text-4xl font-light text-foreground mt-2">{consultant.name}</h2>
</div>
<p className="text-base font-medium text-foreground leading-relaxed">{consultant.bio}</p>
<ul className="space-y-2">
{consultant.credentials.map((c, i) => (
<li key={i} className="flex items-start gap-2 text-sm text-muted-foreground">
<CheckCircle2 size={14} className="text-primary mt-0.5 shrink-0" />
<span dangerouslySetInnerHTML={{ __html: c }} />
</li>
))}
</ul>
<div className="p-4 bg-muted rounded-lg text-sm text-foreground leading-relaxed border-l-2 border-primary">
{consultant.contact.website && (
<span className="font-mono text-xs text-muted-foreground">{consultant.contact.website}</span>
)}
</div>
</div>
</div>
</div>
);
}
@@ -0,0 +1,51 @@
import type { ProposalContent } from "@/lib/proposal/schema";
type Props = {
synthesis: ProposalContent["problemSynthesis"];
type: "problem";
};
export function SynthesisDiagramSection({ synthesis }: Props) {
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-10">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Sintesi del problema</p>
<h2 className="text-5xl font-light text-foreground mt-4">
Cinque nodi, <span className="text-destructive">una sola radice.</span>
</h2>
<p className="text-base text-muted-foreground mt-4 max-w-2xl">
I cinque nodi convergono su un&apos;unica domanda strategica non ancora risolta. Sciolto quel nodo, gli altri trovano il proprio posto.
</p>
</div>
{/* Diagramma semplice: nodi → radice comune */}
<div className="space-y-8">
{/* Nodi */}
<div className="flex items-center justify-between gap-4">
{synthesis.nodeLabels.map((label, i) => (
<div
key={i}
className="flex-1 border border-border rounded-lg px-4 py-3 text-center"
>
<p className="text-xs font-mono text-muted-foreground mb-1">0{i + 1} </p>
<p className="text-sm font-medium text-foreground">{label}</p>
</div>
))}
</div>
{/* Connettori */}
<div className="flex justify-center">
<div className="w-px h-8 bg-destructive/30" />
</div>
{/* Radice */}
<div className="mx-auto max-w-lg border border-destructive/30 bg-destructive/5 rounded-xl p-6 text-center">
<p className="text-xs font-mono tracking-widest text-destructive uppercase mb-2">
La radice comune
</p>
<p className="text-sm font-medium text-foreground">{synthesis.rootCause}</p>
</div>
</div>
</div>
);
}
@@ -0,0 +1,44 @@
import type { Testimonial } from "@/lib/proposal/profile";
type Props = {
testimonials: Testimonial[];
page: number;
totalPages: number;
};
export function TestimonialsSection({ testimonials, page, totalPages }: Props) {
const perPage = 9;
const slice = testimonials.slice((page - 1) * perPage, page * perPage);
return (
<div className="h-full flex flex-col px-16 py-24 space-y-8">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">
Pagina {page} di {totalPages} · Cosa dicono di me
</p>
<h2 className="text-4xl font-light text-foreground mt-4">
Una selezione dalle <span className="text-primary">testimonianze</span> di chi vi ha preceduto.
</h2>
</div>
<div className="grid grid-cols-3 gap-4 flex-1">
{slice.map((t, i) => (
<div key={i} className="border border-border rounded-lg p-5 space-y-3 flex flex-col">
<div className="flex items-center gap-3">
<div className="w-9 h-9 rounded-full bg-primary/10 flex items-center justify-center text-sm font-medium text-primary shrink-0">
{t.name[0]}
</div>
<div>
<p className="text-sm font-medium text-foreground leading-tight">{t.name}</p>
<p className="text-xs font-mono text-primary">{t.role}</p>
</div>
</div>
<p className="text-sm text-muted-foreground italic leading-relaxed flex-1">
&ldquo;{t.quote}&rdquo;
</p>
</div>
))}
</div>
</div>
);
}
@@ -0,0 +1,88 @@
import type { ProposalContent } from "@/lib/proposal/schema";
type Props = { timeline: ProposalContent["timeline"] };
const COLOR_MAP = {
cyan: { bg: "bg-cyan-400", text: "text-cyan-900" },
purple: { bg: "bg-violet-400", text: "text-violet-900" },
green: { bg: "bg-emerald-400",text: "text-emerald-900" },
};
export function TimelineSection({ timeline }: Props) {
const weeks = Array.from({ length: timeline.totalWeeks }, (_, i) => i + 1);
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-10">
<div>
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">Timeline</p>
<h2 className="text-5xl font-light text-foreground mt-4">
{timeline.totalWeeks} settimane di <span className="text-primary">progressione.</span>
</h2>
</div>
<div className="space-y-4">
{/* Header settimane */}
<div className="grid gap-2" style={{ gridTemplateColumns: `140px repeat(${timeline.totalWeeks}, 1fr)` }}>
<div />
{weeks.map((w) => (
<div key={w} className="text-center text-xs font-mono text-muted-foreground">W{w}</div>
))}
</div>
{/* Righe fase */}
{timeline.phases.map((phase, i) => {
const colors = COLOR_MAP[phase.color];
return (
<div
key={i}
className="grid gap-2 items-center"
style={{ gridTemplateColumns: `140px repeat(${timeline.totalWeeks}, 1fr)` }}
>
<div className="text-xs text-muted-foreground font-mono truncate pr-2">
{i === 0 ? "OPZIONE A" : i === 1 ? "OPZIONE B" : "OPZIONE C"}
<br />
<span className="text-[10px] text-muted-foreground/60">
{phase.endWeek - phase.startWeek + 1} settimane
</span>
</div>
{weeks.map((w) => {
const active = w >= phase.startWeek && w <= phase.endWeek;
const isFirst = w === phase.startWeek;
const isLast = w === phase.endWeek;
return (
<div
key={w}
className={`h-10 ${active ? `${colors.bg} ${isFirst ? "rounded-l-md" : ""} ${isLast ? "rounded-r-md" : ""}` : ""} flex items-center ${isFirst ? "justify-start pl-3" : ""}`}
>
{isFirst && (
<span className={`text-xs font-medium ${colors.text} whitespace-nowrap`}>
{phase.label}
</span>
)}
</div>
);
})}
</div>
);
})}
</div>
{/* Legenda */}
<div className="flex items-center gap-6">
{timeline.phases.map((phase, i) => {
const colors = COLOR_MAP[phase.color];
return (
<div key={i} className="flex items-center gap-2">
<div className={`w-3 h-3 rounded-sm ${colors.bg}`} />
<span className="text-xs text-muted-foreground">{phase.label}</span>
</div>
);
})}
</div>
<p className="text-xs font-mono text-muted-foreground">
{timeline.disclaimer}
</p>
</div>
);
}
@@ -0,0 +1,33 @@
import type { AssembledProposal } from "@/lib/proposal/assemble";
import type { ProposalContent } from "@/lib/proposal/schema";
type Props = {
vision: ProposalContent["vision"];
header: AssembledProposal["header"];
};
export function VisionSection({ vision, header }: Props) {
const words = vision.headline.split(" ");
const mid = Math.floor(words.length / 2);
return (
<div className="h-full flex flex-col justify-center px-16 py-24 space-y-8">
<p className="text-xs font-mono tracking-widest text-muted-foreground uppercase">
Dove andiamo
</p>
<h2 className="text-5xl font-light leading-tight tracking-tight text-foreground">
{words.slice(0, mid).join(" ")}{" "}
<span className="text-primary">{words.slice(mid).join(" ")}</span>
</h2>
<p className="text-lg text-muted-foreground max-w-2xl leading-relaxed">
{vision.body}
</p>
<p className="text-sm text-muted-foreground">
{header.clientName} × {header.consultantName}
</p>
</div>
);
}
@@ -0,0 +1,22 @@
-- Phase 20: Knowledge Base Cliente — tabella transcript datati per lead/cliente
-- Additive only. No drops/truncates (Data Safety LOCKED).
-- Applicare a prod via SSH tunnel PRIMA di pushare il codice dipendente (D-03).
CREATE TABLE IF NOT EXISTS client_transcripts (
id text PRIMARY KEY NOT NULL,
lead_id text REFERENCES leads(id) ON DELETE CASCADE,
client_id text REFERENCES clients(id) ON DELETE CASCADE,
title text,
content text NOT NULL,
call_date date NOT NULL,
created_at timestamp with time zone NOT NULL DEFAULT now()
);
CREATE INDEX IF NOT EXISTS client_transcripts_lead_id_idx
ON client_transcripts (lead_id);
CREATE INDEX IF NOT EXISTS client_transcripts_client_id_idx
ON client_transcripts (client_id);
CREATE INDEX IF NOT EXISTS client_transcripts_call_date_idx
ON client_transcripts (call_date DESC);
+31
View File
@@ -0,0 +1,31 @@
-- Phase 21/22: Proposals — preventivo AI generato + pagina pubblica navigabile.
-- Additive only. No drops/truncates (Data Safety LOCKED).
-- Applicare a prod via SSH tunnel PRIMA di pushare il codice dipendente.
--
-- content (jsonb): l'intero ProposalContent assemblato (sezioni AI + offerta + config).
-- slug: identificatore pubblico URL-safe per /preventivo/[slug].
-- selected_tier: 'A' | 'B' | 'C' scelto dal cliente in fase di accettazione.
-- accepted_at: IMMUTABILE una volta valorizzato (audit, pattern quotes/deliverables).
CREATE TABLE IF NOT EXISTS proposals (
id text PRIMARY KEY NOT NULL,
slug text UNIQUE NOT NULL,
lead_id text REFERENCES leads(id) ON DELETE SET NULL,
client_id text REFERENCES clients(id) ON DELETE SET NULL,
offer_macro_id text NOT NULL REFERENCES offer_macros(id) ON DELETE RESTRICT,
title text,
content jsonb NOT NULL,
model text,
state text NOT NULL DEFAULT 'draft', -- draft | published | accepted | rejected
selected_tier text CHECK (selected_tier IN ('A', 'B', 'C')),
accepted_at timestamp with time zone,
client_email text,
client_notes text,
created_at timestamp with time zone NOT NULL DEFAULT now(),
updated_at timestamp with time zone NOT NULL DEFAULT now()
);
CREATE UNIQUE INDEX IF NOT EXISTS proposals_slug_idx ON proposals (slug);
CREATE INDEX IF NOT EXISTS proposals_client_id_idx ON proposals (client_id);
CREATE INDEX IF NOT EXISTS proposals_lead_id_idx ON proposals (lead_id);
CREATE INDEX IF NOT EXISTS proposals_offer_macro_id_idx ON proposals (offer_macro_id);
+84 -1
View File
@@ -5,6 +5,7 @@ import {
numeric,
timestamp,
boolean,
jsonb,
primaryKey,
uniqueIndex,
index,
@@ -498,10 +499,66 @@ export const reminders = pgTable("reminders", {
.defaultNow(),
});
// ============ CLIENT TRANSCRIPTS TABLE (Knowledge Base — Phase 20) ============
// Transcript datati delle call, multipli per lead o cliente.
// lead_id e client_id sono entrambi nullable (D-01): un transcript può appartenere
// a un lead pre-conversione (Phase 20 UI) o a un cliente post-conversione (futuro).
export const clientTranscripts = pgTable("client_transcripts", {
id: text("id")
.primaryKey()
.$defaultFn(() => nanoid()),
lead_id: text("lead_id")
.references(() => leads.id, { onDelete: "cascade" }),
client_id: text("client_id")
.references(() => clients.id, { onDelete: "cascade" }),
title: text("title"),
content: text("content").notNull(),
call_date: text("call_date").notNull(), // "YYYY-MM-DD" — coerente con <input type="date">
created_at: timestamp("created_at", { withTimezone: true })
.notNull()
.defaultNow(),
});
// ============ PROPOSALS TABLE (Preventivo AI — Phase 21/22) ============
// Preventivo generato dall'agente AI e pubblicato come pagina pubblica
// navigabile su /preventivo/[slug]. content (jsonb) contiene l'intero
// ProposalContent assemblato (sezioni AI + offerta + config consulente).
// lead_id/client_id nullable (ON DELETE SET NULL — non perdere la proposta se
// il lead viene rimosso). offer_macro_id RESTRICT — la proposta riferisce
// l'offerta sorgente. accepted_at IMMUTABILE una volta valorizzato.
export const proposals = pgTable("proposals", {
id: text("id")
.primaryKey()
.$defaultFn(() => nanoid()),
slug: text("slug")
.notNull()
.unique()
.$defaultFn(() => nanoid()),
lead_id: text("lead_id").references(() => leads.id, { onDelete: "set null" }),
client_id: text("client_id").references(() => clients.id, { onDelete: "set null" }),
offer_macro_id: text("offer_macro_id")
.notNull()
.references(() => offer_macros.id, { onDelete: "restrict" }),
title: text("title"),
// Intero ProposalContent assemblato. Validato a runtime via Zod
// (src/lib/proposal/schema.ts); jsonb gestito da postgres-js (parse automatico).
content: jsonb("content").notNull(),
model: text("model"), // es. "claude-opus-4-8"
state: text("state").notNull().default("draft"), // draft | published | accepted | rejected
selected_tier: text("selected_tier"), // 'A' | 'B' | 'C' — CHECK a livello SQL (migration 0010)
accepted_at: timestamp("accepted_at", { withTimezone: true }), // immutable once set
client_email: text("client_email"),
client_notes: text("client_notes"),
created_at: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
updated_at: timestamp("updated_at", { withTimezone: true }).notNull().defaultNow(),
});
// ============ RELATIONS ============
export const clientsRelations = relations(clients, ({ many }) => ({
projects: many(projects),
transcripts: many(clientTranscripts),
proposals: many(proposals),
}));
export const projectsRelations = relations(projects, ({ one, many }) => ({
@@ -632,6 +689,8 @@ export const leadsRelations = relations(leads, ({ many }) => ({
quotes: many(quotes),
activities: many(activities),
reminders: many(reminders),
transcripts: many(clientTranscripts),
proposals: many(proposals),
}));
export const activitiesRelations = relations(activities, ({ one }) => ({
@@ -642,6 +701,17 @@ export const remindersRelations = relations(reminders, ({ one }) => ({
lead: one(leads, { fields: [reminders.lead_id], references: [leads.id] }),
}));
export const clientTranscriptsRelations = relations(clientTranscripts, ({ one }) => ({
lead: one(leads, {
fields: [clientTranscripts.lead_id],
references: [leads.id],
}),
client: one(clients, {
fields: [clientTranscripts.client_id],
references: [clients.id],
}),
}));
export const quotesRelations = relations(quotes, ({ one, many }) => ({
lead: one(leads, { fields: [quotes.lead_id], references: [leads.id] }),
client: one(clients, { fields: [quotes.client_id], references: [clients.id] }),
@@ -649,6 +719,15 @@ export const quotesRelations = relations(quotes, ({ one, many }) => ({
quoteItems: many(quote_items),
}));
export const proposalsRelations = relations(proposals, ({ one }) => ({
lead: one(leads, { fields: [proposals.lead_id], references: [leads.id] }),
client: one(clients, { fields: [proposals.client_id], references: [clients.id] }),
offerMacro: one(offer_macros, {
fields: [proposals.offer_macro_id],
references: [offer_macros.id],
}),
}));
// ============ TYPESCRIPT TYPES (for use in API routes and Server Components) ============
export type Client = typeof clients.$inferSelect;
@@ -704,4 +783,8 @@ export type NewLead = typeof leads.$inferInsert;
export type Activity = typeof activities.$inferSelect;
export type NewActivity = typeof activities.$inferInsert;
export type Reminder = typeof reminders.$inferSelect;
export type NewReminder = typeof reminders.$inferInsert;
export type NewReminder = typeof reminders.$inferInsert;
export type ClientTranscript = typeof clientTranscripts.$inferSelect;
export type NewClientTranscript = typeof clientTranscripts.$inferInsert;
export type Proposal = typeof proposals.$inferSelect;
export type NewProposal = typeof proposals.$inferInsert;
-1
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@@ -859,7 +859,6 @@ export async function getQuotesByClient(clientId: string): Promise<Quote[]> {
/**
* Get all offer macros with their micros (ordered by sort_order)
* Used by: /admin/quotes/new form (OfferSelector dropdown)
*/
export async function getAllOfferMacrosWithMicros(): Promise<
(OfferMacro & { micros: OfferMicro[] })[]
+11 -1
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@@ -1,6 +1,6 @@
import { eq, and, isNull, desc, gte, lte, ilike, or } from "drizzle-orm";
import { db } from "@/db";
import { leads, activities, reminders, quotes } from "@/db/schema";
import { leads, activities, reminders, quotes, clientTranscripts } from "@/db/schema";
// Get all leads
export async function getAllLeads(limit: number = 100, offset: number = 0) {
@@ -209,3 +209,13 @@ export async function getQuotesByLeadId(leadId: string) {
.where(eq(quotes.lead_id, leadId))
.orderBy(desc(quotes.created_at));
}
// Get transcript log for a lead — call_date DESC (D-05)
// Returns all fields including full content (Phase 21 reads them in bulk).
export async function getTranscripts(leadId: string) {
return await db
.select()
.from(clientTranscripts)
.where(eq(clientTranscripts.lead_id, leadId))
.orderBy(desc(clientTranscripts.call_date));
}
+25 -10
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@@ -145,6 +145,7 @@ export type OfferEditorData = {
name: string;
unit_price: string;
category: string | null;
offerTags: string[];
}>;
tipoTags: string[];
obiettivoTags: string[];
@@ -206,23 +207,37 @@ export async function getOfferEditorData(macroId: string): Promise<OfferEditorDa
servicesTotal: totalsMap.get(tier.id) ?? "0",
}));
// Category-filtered service catalog for the composition matrix (D-4
// pre-filter, best-effort). If macro.category is unset, return all active
// services unfiltered.
const availableServicesQuery = db
// Full service catalog with offer membership tags (entity_type = "services").
const allServices = await db
.select({
id: services.id,
name: services.name,
unit_price: services.unit_price,
category: services.category,
})
.from(services);
.from(services)
.where(eq(services.active, true));
const availableServices = macro.category
? await availableServicesQuery.where(
and(eq(services.active, true), eq(services.category, macro.category))
)
: await availableServicesQuery.where(eq(services.active, true));
const serviceIds = allServices.map((s) => s.id);
const offerTagRows =
serviceIds.length > 0
? await db
.select({ entity_id: tags.entity_id, name: tags.name })
.from(tags)
.where(and(eq(tags.entity_type, "services"), inArray(tags.entity_id, serviceIds)))
: [];
const tagsByServiceId = new Map<string, string[]>();
for (const row of offerTagRows) {
const list = tagsByServiceId.get(row.entity_id) ?? [];
list.push(row.name);
tagsByServiceId.set(row.entity_id, list);
}
const availableServices = allServices.map((s) => ({
...s,
offerTags: tagsByServiceId.get(s.id) ?? [],
}));
// Tipo/Obiettivo tags for this macro.
const tagRows = await db
+160
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@@ -0,0 +1,160 @@
import Anthropic from "@anthropic-ai/sdk";
import { ProposalContentSchema, type ProposalContent } from "./schema";
import type { OfferEditorData } from "@/lib/offer-queries";
import type { Client, Lead, ClientTranscript } from "@/db/schema";
const MODEL = "claude-opus-4-8";
type AgentInput = {
// lead o cliente (uno dei due)
lead?: Pick<Lead, "id" | "name" | "email" | "company" | "notes">;
client?: Pick<Client, "id" | "name" | "brand_name" | "brief">;
transcripts: Pick<ClientTranscript, "title" | "content" | "call_date">[];
offer: OfferEditorData;
};
function buildSystemPrompt(): string {
return `Sei un consulente senior di brand e business strategy con 10+ anni di esperienza.
Il tuo compito è analizzare i transcript di call discovery con un cliente e generare il
contenuto di un preventivo professionale in italiano.
REGOLE FONDAMENTALI:
- Usa SOLO informazioni reali estratte dai transcript. Non inventare problemi, soluzioni o citazioni.
- Le citazioni (quote) nei nodi problema devono essere verbatim parole esatte dette dal cliente.
- I problemi devono emergere dalle parole del cliente, non da assunzioni tue.
- Le soluzioni devono specchiare i problemi (stessa sequenza 0105) e descrivere la trasformazione concreta.
- Il tono è professionale ma diretto, mai generico. Usa il lessico del settore del cliente.
- Non includere prezzi o importi nel contenuto generato quelli vengono dal DB dell'offerta.
- Rispondi SOLO con JSON valido, nessun testo extra prima o dopo.`;
}
function buildUserPrompt(input: AgentInput): string {
const subject = input.client
? `Cliente: ${input.client.name} (brand: ${input.client.brand_name})\nBrief: ${input.client.brief}`
: `Lead: ${input.lead?.name}${input.lead?.company ? `${input.lead.company}` : ""}${input.lead?.notes ? `\nNote: ${input.lead.notes}` : ""}`;
const transcriptBlocks = input.transcripts
.map(
(t, i) =>
`=== TRANSCRIPT ${i + 1}${t.call_date}${t.title ? ` (${t.title})` : ""} ===\n${t.content}`
)
.join("\n\n");
const offerDescription = `Offerta: ${input.offer.macro.public_name}
Descrizione: ${input.offer.macro.description ?? "—"}
Promessa di trasformazione: ${input.offer.macro.transformation_promise ?? "—"}
Tier disponibili: ${input.offer.tiers.map((t) => `${t.tier_letter} (${t.public_name})`).join(", ")}`;
return `${subject}
${offerDescription}
TRANSCRIPT DELLE CALL:
${transcriptBlocks || "(nessun transcript disponibile — genera contenuto basato sul brief)"}
Genera il contenuto del preventivo come JSON. Segui ESATTAMENTE questo schema TypeScript:
{
vision: { headline: string, body: string },
problems: Array<{
id: string, // "01" | "02" | ... | "05"
title: string, // titolo della slide problema
subtitle: string, // es. "LA VOCE" — tema macro
body: string, // 2-3 frasi descrittive
risk: string, // testo box "IL RISCHIO" — conseguenza se non si risolve
quote: string, // citazione verbatim dal transcript
quoteAttribution: string // "NOME · DISCOVERY YYYY-MM-DD"
}>, // 35 problemi
problemSynthesis: {
rootCause: string, // la domanda strategica comune
nodeLabels: string[] // 5 label brevi per il diagramma
},
solutions: Array<{
id: string, // specchia il problem node
title: string,
subtitle: string, // es. "SOLUZIONE 01 · LA VOCE"
transformation: string, // testo box "LA TRASFORMAZIONE"
throughWhat: string[] // 3 bullet "ATTRAVERSO COSA"
}>,
solutionSynthesis: {
direction: string,
elevations: Array<{ id: string, label: string }> // 5 elementi
},
scope: {
scopeTitle: string,
scopeBody: string,
objectives: string[] // 35 obiettivi misurabili
},
deliverables: {
deliverables: string[], // output principali (tier-agnostic)
outOfScope: string[] // 35 elementi esclusi
},
timeline: {
totalWeeks: number,
phases: Array<{
label: string,
startWeek: number,
endWeek: number,
color: "cyan" | "purple" | "green"
}>,
disclaimer: string
},
stagesRecap: {
stages: Array<{
number: string, // "01" | "02" | "03"
tierLetter: string, // "A" | "B" | "C"
label: string, // es. "OPZIONE A AUDIT"
headline: string, // es. "Si capisce."
body: string,
deliverable: string
}>
},
comparisonMatrix: Array<{
component: string,
description: string,
inA: boolean,
inB: boolean,
inC: boolean
}> // 410 righe
}`;
}
export async function generateProposalContent(
input: AgentInput
): Promise<{ content: ProposalContent; rawJson: string }> {
const apiKey = process.env.ANTHROPIC_API_KEY;
if (!apiKey) throw new Error("ANTHROPIC_API_KEY non configurata");
const client = new Anthropic({ apiKey });
const message = await client.messages.create({
model: MODEL,
max_tokens: 8192,
system: buildSystemPrompt(),
messages: [{ role: "user", content: buildUserPrompt(input) }],
});
const rawText =
message.content[0].type === "text" ? message.content[0].text : "";
// Estrae il JSON dalla risposta (gestisce eventuale wrapping in ```)
const jsonMatch = rawText.match(/```(?:json)?\s*([\s\S]*?)\s*```/) ||
rawText.match(/(\{[\s\S]*\})/);
const jsonStr = jsonMatch ? jsonMatch[1] : rawText;
let parsed: unknown;
try {
parsed = JSON.parse(jsonStr);
} catch {
throw new Error(`L'AI ha prodotto JSON non valido: ${rawText.slice(0, 200)}`);
}
const result = ProposalContentSchema.safeParse(parsed);
if (!result.success) {
throw new Error(
`Contenuto AI non valido: ${result.error.issues.map((i) => i.message).join("; ")}`
);
}
return { content: result.data, rawJson: jsonStr };
}
+105
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@@ -0,0 +1,105 @@
import type { ProposalContent } from "./schema";
import type { OfferEditorData } from "@/lib/offer-queries";
import { CONSULTANT_PROFILE } from "./profile";
import type { Client, Lead } from "@/db/schema";
// Struttura completa salvata in proposals.content (jsonb)
export type AssembledProposal = {
// Metadati di generazione
generatedAt: string; // ISO string
model: string;
// Intestazione (cover + vision)
header: {
clientName: string; // es. "Yeldo"
consultantName: string;
offerTitle: string;
offerDescription: string | null;
date: string; // "DD MMM YYYY" formattata in italiano
validityDays: number;
};
// Sezioni generate dall'AI
ai: ProposalContent;
// Profilo consulente (snapshot al momento della generazione)
consultant: typeof CONSULTANT_PROFILE;
// Dati offerta dal DB (snapshot — prezzi al momento della generazione)
offer: {
macroId: string;
publicName: string;
tiers: Array<{
id: string;
tierLetter: string;
publicName: string;
publicPrice: string | null;
servicesTotal: string;
durationMonths: number;
services: Array<{ id: string; name: string; unitPrice: string }>;
}>;
};
};
type AssembleInput = {
lead?: Pick<Lead, "id" | "name" | "company">;
client?: Pick<Client, "id" | "name" | "brand_name">;
offer: OfferEditorData;
aiContent: ProposalContent;
model: string;
};
export function assembleProposal(input: AssembleInput): AssembledProposal {
const clientName =
input.client?.brand_name ?? input.lead?.company ?? input.lead?.name ?? "Cliente";
const offerTitle = input.offer.macro.public_name;
// Formatta data in italiano
const now = new Date();
const date = now.toLocaleDateString("it-IT", {
day: "2-digit",
month: "long",
year: "numeric",
});
// Snapshot servizi per tier (solo quelli assegnati)
const tiers = input.offer.tiers.map((tier) => {
const assignedServices = input.offer.availableServices.filter((s) =>
tier.assignedServiceIds.includes(s.id)
);
return {
id: tier.id,
tierLetter: tier.tier_letter ?? "",
publicName: tier.public_name,
publicPrice: tier.public_price,
servicesTotal: tier.servicesTotal,
durationMonths: tier.duration_months,
services: assignedServices.map((s) => ({
id: s.id,
name: s.name,
unitPrice: s.unit_price,
})),
};
});
return {
generatedAt: now.toISOString(),
model: input.model,
header: {
clientName,
consultantName: CONSULTANT_PROFILE.name,
offerTitle,
offerDescription: input.offer.macro.description ?? null,
date,
validityDays: CONSULTANT_PROFILE.legal.validityDays,
},
ai: input.aiContent,
consultant: CONSULTANT_PROFILE,
offer: {
macroId: input.offer.macro.id,
publicName: offerTitle,
tiers,
},
};
}
+132
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@@ -0,0 +1,132 @@
// Profilo consulente iamcavalli — fonte di verità per tutte le proposte.
// Editing = modifica diretta di questo file (v1, nessuna UI di gestione).
// Foto e immagini via URL esterno (no file hosting v1).
export type Testimonial = {
name: string;
role: string;
quote: string;
photoUrl?: string; // URL esterno, opzionale
};
export type ConsultantFact = {
value: string; // es. "20+"
label: string; // es. "ANNI DI ESPERIENZA"
description: string;
};
export type NextStep = {
number: string; // "01" | "02" | "03"
text: string;
highlightedPart?: string; // parola/data da evidenziare in verde
};
export type ConsultantProfile = {
name: string;
title: string;
bio: string;
photoUrl?: string;
credentials: string[];
facts: [ConsultantFact, ConsultantFact, ConsultantFact]; // esattamente 3
contact: {
email: string;
phone?: string;
website?: string;
};
// Boilerplate legale e termini — appaiono nella slide "Come si parte"
legal: {
revisions: string;
ip: string;
nda: string;
forum: string;
validityDays: number;
acceptanceInstructions: string;
};
// Passi "Come procedere" (slide finale)
nextSteps: [NextStep, NextStep, NextStep];
// Testimonial grid (slide 0709) — mostra tutte, la pagina le impagina in griglie da 9
testimonials: Testimonial[];
};
export const CONSULTANT_PROFILE: ConsultantProfile = {
name: "Simone Cavalli",
title: "Strategist · Brand & Business",
bio: "Consulente di personal branding con oltre 10 anni di esperienza nell'aiutare professionisti e aziende a costruire una presenza autorevole e un posizionamento distintivo. Lavoro con founder, manager e liberi professionisti che vogliono trasformare la loro competenza in un brand riconoscibile.",
photoUrl: undefined, // → aggiungere URL esterno (es. CDN o Google Drive public)
credentials: [
"Fondatore di iamcavalli — consulenza di personal branding",
"Autore di percorsi formativi su posizionamento e comunicazione",
"Ha lavorato con oltre 100 professionisti in Italia",
// → aggiungere altre credenziali reali
],
facts: [
{
value: "10+",
label: "ANNI DI ESPERIENZA",
description:
"Anni di consulenza strategica su brand personale e business: formazione, consulenza diretta a professionisti e team in scaling.",
},
{
value: "100+",
label: "PROFESSIONISTI SEGUITI",
description:
"Founder, manager e liberi professionisti trasformati in brand riconoscibili nel loro settore.",
},
{
value: "3",
label: "PILASTRI DEL METODO",
description:
"Posizionamento, Comunicazione, Sistema: il percorso strutturato che porta da 'bravo a fare' a 'riconosciuto come il migliore'.",
},
],
contact: {
email: "simone@iamcavalli.com", // → verificare email pubblica corretta
phone: undefined, // → aggiungere se necessario
website: "iamcavalli.com",
},
legal: {
revisions: "Revisioni illimitate entro lo scope concordato.",
ip: "Diritti di proprietà intellettuale trasferiti al cliente alla consegna finale.",
nda: "NDA reciproco standard a copertura del progetto.",
forum: "Foro competente Milano.",
validityDays: 14,
acceptanceInstructions:
"Email di accettazione formale con indicazione del tier scelto. La mail vale come accordo commerciale e attiva la tranche iniziale di pagamento.",
},
nextSteps: [
{
number: "01",
text: "Conferma del prezzo bloccato entro 7 giorni dall'invio per garantire il pricing proposto.",
highlightedPart: undefined, // → sarà calcolato dinamicamente dalla data di pubblicazione
},
{
number: "02",
text: "Accettazione formale del tier scelto via email entro la scadenza indicata.",
highlightedPart: undefined,
},
{
number: "03",
text: "Se utile prima di scegliere, una call di Q&A (30 min) per chiarimenti sulla proposta e definizione della data di inizio lavori.",
highlightedPart: "call di Q&A",
},
],
testimonials: [
// → Aggiungere testimonianze reali. Formato:
// { name: "Nome Cognome", role: "Professione", quote: "Citazione..." }
{
name: "Cliente 1",
role: "Professione",
quote: "→ Aggiungere testimonianza reale.",
},
{
name: "Cliente 2",
role: "Professione",
quote: "→ Aggiungere testimonianza reale.",
},
{
name: "Cliente 3",
role: "Professione",
quote: "→ Aggiungere testimonianza reale.",
},
],
};
+117
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@@ -0,0 +1,117 @@
import { eq, desc } from "drizzle-orm";
import { db } from "@/db";
import { proposals, leads, clients, offer_macros } from "@/db/schema";
import type { AssembledProposal } from "./assemble";
export type ProposalListItem = {
id: string;
slug: string;
title: string | null;
state: string;
leadId: string | null;
leadName: string | null;
clientId: string | null;
clientName: string | null;
offerMacroId: string;
offerName: string;
createdAt: Date;
updatedAt: Date;
};
export async function listProposals(): Promise<ProposalListItem[]> {
const rows = await db
.select({
id: proposals.id,
slug: proposals.slug,
title: proposals.title,
state: proposals.state,
leadId: proposals.lead_id,
leadName: leads.name,
clientId: proposals.client_id,
clientName: clients.name,
offerMacroId: proposals.offer_macro_id,
offerName: offer_macros.public_name,
createdAt: proposals.created_at,
updatedAt: proposals.updated_at,
})
.from(proposals)
.leftJoin(leads, eq(proposals.lead_id, leads.id))
.leftJoin(clients, eq(proposals.client_id, clients.id))
.leftJoin(offer_macros, eq(proposals.offer_macro_id, offer_macros.id))
.orderBy(desc(proposals.created_at));
return rows.map((r) => ({
id: r.id,
slug: r.slug,
title: r.title,
state: r.state,
leadId: r.leadId,
leadName: r.leadName,
clientId: r.clientId,
clientName: r.clientName,
offerMacroId: r.offerMacroId,
offerName: r.offerName ?? "",
createdAt: r.createdAt,
updatedAt: r.updatedAt,
}));
}
export type ProposalDetail = {
id: string;
slug: string;
title: string | null;
state: string;
leadId: string | null;
clientId: string | null;
offerMacroId: string;
model: string | null;
selectedTier: string | null;
acceptedAt: Date | null;
clientEmail: string | null;
clientNotes: string | null;
content: AssembledProposal;
createdAt: Date;
updatedAt: Date;
};
export async function getProposalById(id: string): Promise<ProposalDetail | null> {
const [row] = await db
.select()
.from(proposals)
.where(eq(proposals.id, id))
.limit(1);
if (!row) return null;
return mapRow(row);
}
export async function getProposalBySlug(slug: string): Promise<ProposalDetail | null> {
const [row] = await db
.select()
.from(proposals)
.where(eq(proposals.slug, slug))
.limit(1);
if (!row) return null;
return mapRow(row);
}
function mapRow(row: typeof proposals.$inferSelect): ProposalDetail {
return {
id: row.id,
slug: row.slug,
title: row.title,
state: row.state,
leadId: row.lead_id,
clientId: row.client_id,
offerMacroId: row.offer_macro_id,
model: row.model,
selectedTier: row.selected_tier,
acceptedAt: row.accepted_at,
clientEmail: row.client_email,
clientNotes: row.client_notes,
content: row.content as AssembledProposal,
createdAt: row.created_at,
updatedAt: row.updated_at,
};
}
+112
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@@ -0,0 +1,112 @@
import { z } from "zod";
// ── Schema delle sezioni generate dall'AI ──────────────────────────────────
// Le sezioni da OFFER DB (pricing tier) e CONFIG (bio/testimonianze) NON
// sono prodotte dall'AI e non fanno parte di questo schema.
export const ProblemNodeSchema = z.object({
id: z.string(), // "01" | "02" | ... | "05"
title: z.string(), // es. "La voce non è una. Sono tre."
subtitle: z.string(), // es. "LA VOCE"
body: z.string(), // paragrafo descrittivo
risk: z.string(), // testo del box "IL RISCHIO"
quote: z.string(), // citazione verbatim dal transcript
quoteAttribution: z.string(), // "NOME COGNOME · DISCOVERY YYYY-MM-DD"
});
export const SolutionNodeSchema = z.object({
id: z.string(), // specchia il problem node
title: z.string(), // es. "Tre voci coordinate, un solo brand."
subtitle: z.string(), // es. "SOLUZIONE 01 · LA VOCE"
transformation: z.string(), // testo del box "LA TRASFORMAZIONE"
throughWhat: z.array(z.string()), // bullet "ATTRAVERSO COSA" (3 voci)
});
export const DiagramNodeSchema = z.object({
id: z.string(),
label: z.string(),
});
export const ScopeSectionSchema = z.object({
scopeTitle: z.string(),
scopeBody: z.string(),
objectives: z.array(z.string()), // 35 bullet con "checkmark" visivo
});
export const DeliverablesSectionSchema = z.object({
deliverables: z.array(z.string()), // elenco output finali (tier-agnostic, macro)
outOfScope: z.array(z.string()), // ciò che NON è incluso
});
export const TimelineSectionSchema = z.object({
totalWeeks: z.number(),
phases: z.array(z.object({
label: z.string(), // es. "Audit Strategico"
startWeek: z.number(),
endWeek: z.number(),
color: z.enum(["cyan", "purple", "green"]), // palette fissa light-mode
})),
disclaimer: z.string(),
});
export const StagesRecapSchema = z.object({
stages: z.array(z.object({
number: z.string(), // "01" | "02" | "03"
tierLetter: z.string(), // "A" | "B" | "C"
label: z.string(), // es. "OPZIONE A AUDIT"
headline: z.string(), // es. "Si capisce."
body: z.string(),
deliverable: z.string(), // es. "Audit decision document"
})),
});
export const ComparisonRowSchema = z.object({
component: z.string(), // es. "Brand Architecture System"
description: z.string(), // sottotitolo
inA: z.boolean(),
inB: z.boolean(),
inC: z.boolean(),
});
// Root schema — contenuto generato dall'AI
export const ProposalContentSchema = z.object({
// Slide "dove andiamo" (02)
vision: z.object({
headline: z.string(), // es. "Tre voci. Un solo brand."
body: z.string(), // paragrafo breve
}),
// Cap.02 — 5 nodi problema estratti dai transcript
problems: z.array(ProblemNodeSchema).min(3).max(5),
// Sintesi problema (5 nodi → 1 radice)
problemSynthesis: z.object({
rootCause: z.string(), // la domanda strategica non ancora risolta
nodeLabels: z.array(z.string()).length(5), // label per il diagramma
}),
// Cap.03 — soluzioni mirror
solutions: z.array(SolutionNodeSchema).min(3).max(5),
// Sintesi soluzione (1 direzione → 5 elevazioni)
solutionSynthesis: z.object({
direction: z.string(),
elevations: z.array(DiagramNodeSchema).length(5),
}),
// Cap.04 — scope, deliverable, timeline
scope: ScopeSectionSchema,
deliverables: DeliverablesSectionSchema,
timeline: TimelineSectionSchema,
// Slide di recap (3 tappe progressive)
stagesRecap: StagesRecapSchema,
// Tabella comparativa componenti × A/B/C
comparisonMatrix: z.array(ComparisonRowSchema).min(4).max(10),
});
export type ProposalContent = z.infer<typeof ProposalContentSchema>;
export type ProblemNode = z.infer<typeof ProblemNodeSchema>;
export type SolutionNode = z.infer<typeof SolutionNodeSchema>;
export type ComparisonRow = z.infer<typeof ComparisonRowSchema>;