Files

T

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

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phase, plan, status, completed_at, requirements_satisfied

phase

plan

status

completed_at

requirements_satisfied

21-agente-ai-generazione-preventivo

complete

2026-06-20

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)

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