# Roadmap: ClientHub

## Milestones

- ✅ **v1.0 Client Portal & Offer System** — Phases 1–6 (shipped 2026-06-10) — [archive](milestones/v1.0-ROADMAP.md)
- ✅ **v2.0 Business Operations Suite** — Phases 7–10 (shipped 2026-06-13) — [archive](milestones/v2.0-ROADMAP.md)
- ✅ **v2.1 Offer Studio + CRM** — Phases 11, 12, 14 (chiusa per reset 2026-06-19) — [archive](milestones/v2.1-ROADMAP.md)
- ✅ **v2.2 Sales Loop** — Phases 18–22 (shipped 2026-06-20) — [archive](milestones/v2.2-ROADMAP.md)
- ✅ **v2.3 Email & Accesso** — Phases 23–25 (shipped 2026-07-29) — [archive](milestones/v2.3-ROADMAP.md)
- 🔨 **v2.4 Post-vendita** — Phases 13 + 26 (entrambe in produzione)

## Phases

<details>
<summary>✅ v1.0 + v2.0 + v2.1 (Phases 1–17) — SHIPPED / CHIUSE</summary>

Vedi archivi:

- `milestones/v1.0-ROADMAP.md` — Phases 1–6
- `milestones/v2.0-ROADMAP.md` — Phases 7–10
- `milestones/v2.1-ROADMAP.md` — Phases 11, 12, 14 shipped; 15/16/17 abbandonate o ri-scopate; **Phase 13 ripresa in v2.4**

</details>

<details>
<summary>✅ v2.2 Sales Loop (Phases 18–22) — SHIPPED 2026-06-20</summary>

- [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

Archivio completo: [milestones/v2.2-ROADMAP.md](milestones/v2.2-ROADMAP.md)

</details>

<details>
<summary>✅ v2.3 Email & Accesso (Phases 23–25) — SHIPPED 2026-07-29</summary>

- [x] Phase 23: Resend Setup — SDK + `src/lib/mailer.ts` + template OTP *(SEND-01/02 rinviati al backlog il 2026-07-28)*
- [x] Phase 24: Schema + Whitelist Admin — `client_emails`, `otp_codes`, UI whitelist + revoca sessioni (migr. 0015)
- [x] Phase 25: OTP Gate + Sessione — gate completo, sessione **90gg**, rate limiting, no enumeration

Shipped col commit `27da969`, verificata end-to-end su `hub.iamcavalli.net`.
Archivio completo: [milestones/v2.3-ROADMAP.md](milestones/v2.3-ROADMAP.md)

</details>

### 🔨 v2.4 — Post-vendita (Phases 13 + 26)

- [x] **Phase 13: Ciclo di vita dei servizi ricorrenti** — `project_offers.status` + `end_date` (migr. 0016), forecast che si ferma davvero, comandi Sospendi/Riattiva/Cessa nella tab Offerte, stato dell'abbonamento visibile al cliente. ✅ **prod 2026-08-01** (`5177a37`) — [13-SUMMARY.md](phases/13-ciclo-vita-servizi-ricorrenti/13-SUMMARY.md)
- [x] **Phase 26: Anteprima admin del portale + toggle password** — `?preview=1` con sessione Auth.js valida apre il portale di un cliente in sola lettura, senza gate OTP. ✅ **prod 2026-08-08** (`09a5b1f`, `187550f`) — [26-SUMMARY.md](phases/26-anteprima-admin-e-login/26-SUMMARY.md)

**Nessuna fase aperta.** Il prossimo lavoro va scelto dal backlog in
[REQUIREMENTS.md](REQUIREMENTS.md) — i candidati principali sono RET-06 (canoni
mensili tracciabili, richiede una tabella nuova perché `payments` è protetta) e
DEBT-01 (debito design, ~40 file).

## Progress

| Phase | Milestone | Plans | Status | Completed |
|-------|-----------|-------|--------|-----------|
| 1–6. Foundation → UX Overhaul | v1.0 | 24/24 | ✅ Done | 2026-06-10 |
| 7–10. 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 |
| 14. CRM Attio-style & Fix | v2.1 | 3/3 | ✅ Done | 2026-06-14 |
| 15. Dashboard Revenue Stats | v2.1 | — | ❌ Abbandonata | — |
| 16–17. 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. Resend Setup | v2.3 | 1/1 | ✅ Done | 2026-07-28 |
| 24. Schema + Whitelist Admin | v2.3 | 1/1 | ✅ Done | 2026-07-28 |
| 25. OTP Gate + Sessione | v2.3 | 1/1 | ✅ Done | 2026-07-29 |
| 13. Ciclo di vita servizi ricorrenti | v2.4 | 1/1 | ✅ Done | 2026-08-01 |
| 26. Anteprima admin + login | v2.4 | 1/1 | ✅ Done | 2026-08-08 |

---
*Roadmap aggiornata: 2026-08-08 — v2.3 archiviata, v2.4 documentata a posteriori*