simone
1824cb643f
- importOfferIntoProject(): materializes project phases/tasks from the assigned tier's services grouped by services.fase (merge-by-title, dedup tasks) - assignOfferToProject: optional import_phases flag triggers the import - getProjectFullDetail: projectOffers/availableMicros now include macro name + tier_letter (dropdown shows "Offerta — Tier X"); availableMicros filters non-archived macros - OffersTab redone: shows macro + tier badge, "Importa fasi e task" checkbox - removed project "Preventivo" tab + deleted QuoteTab.tsx (legacy quote_items) - sidebar: Lead before Clienti - no DB migration (reuses existing tables) Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
122 lines
8.1 KiB
Markdown
122 lines
8.1 KiB
Markdown
---
|
||
gsd_state_version: 1.0
|
||
milestone: v2.3
|
||
milestone_name: Email & Accesso
|
||
status: planning
|
||
stopped_at: ""
|
||
last_updated: "2026-06-22T09:00:00.000Z"
|
||
last_activity: 2026-06-22 -- Lead→Cliente (A+B) in prod; cleanup tab progetto + offerta→fasi in corso
|
||
progress:
|
||
total_phases: 3
|
||
completed_phases: 0
|
||
total_plans: 0
|
||
completed_plans: 0
|
||
percent: 0
|
||
---
|
||
|
||
# Project State
|
||
|
||
## Project Reference
|
||
|
||
See: .planning/PROJECT.md (updated 2026-06-21)
|
||
|
||
**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:** Milestone **v2.3 "Email & Accesso"** (started 2026-06-21). North-star: OTP gate per il portale cliente + invio link preventivo via email — un'unica integrazione Resend condivisa. Roadmap: `.planning/ROADMAP.md` (Phases 23–25). Prossimo passo: `/gsd-plan-phase 23`.
|
||
|
||
## Current Position
|
||
|
||
Phase: Pre-23 fixes & flow wiring (fuori roadmap formale)
|
||
Plan: `.claude/plans/te-li-scrivo-tutti-lucky-hearth.md`
|
||
Status: In esecuzione — cleanup tab progetto + collegamento offerta→fasi/task
|
||
Last activity: 2026-06-22 — Lead→Cliente consegnato in prod
|
||
|
||
### Lavoro recente (pre-fase-23, in prod)
|
||
|
||
- **Tassonomie**: gestione centralizzata categorie/tag in Impostazioni (modello Notion, pool persistenti, `src/lib/taxonomy.ts`).
|
||
- **Lead → Cliente (A+B)**: campi `clients.email/phone` + `leads.archived` (migrazione 0011 applicata a prod); `convertLeadToClient` (riusa `createClientCore`, porta i transcript, archivia il lead mantenendo "won"); tasto Converti/Convertito; lead archiviati nascosti da lista/kanban.
|
||
- **In corso**: rimozione tab Preventivo dal progetto, riordino sidebar, tab Offerte rifatta, import offerta→fasi/task per `services.fase`.
|
||
|
||
### Fasi completate (v2.2, storico)
|
||
|
||
Phase 18 (cleanup), Phase 19 (Kanban CRM), Phase 20 (transcript KB), Phase 21 (AI agent), Phase 22 (deck pubblico) — consegnate e in prod 2026-06-20.
|
||
|
||
## Performance Metrics
|
||
|
||
**Velocity:**
|
||
|
||
- Total plans completed: 7 (v2.1) + 9 (v2.2) = 16 totali
|
||
- Average duration: —
|
||
- Total execution time: —
|
||
|
||
**By Phase:**
|
||
|
||
| Phase | Plans | Total | Avg/Plan |
|
||
|-------|-------|-------|----------|
|
||
| Phase 11 P01 | 25min | 2 tasks | 6 files |
|
||
| 11 | 4 | - | - |
|
||
| 14 | 3 | - | - |
|
||
|
||
**Recent Trend:**
|
||
|
||
- Last 5 plans: —
|
||
- Trend: —
|
||
|
||
*Updated after each plan completion*
|
||
| Phase 11 P02 | 12min | 2 tasks | 2 files |
|
||
| Phase 11 P03 | 9min | 2 tasks | 2 files |
|
||
| Phase 11 P04 | 12min | 2 tasks | 4 files |
|
||
|
||
## Accumulated Context
|
||
|
||
### Decisions
|
||
|
||
Decisions are logged in PROJECT.md Key Decisions table.
|
||
Recent decisions affecting current work:
|
||
|
||
- **[v2.3 2026-06-21] Resend come provider email unico** — PUB-03 (invio preventivo) e AUTH-OTP-01 (OTP gate) condividono la stessa integrazione Resend. Phase 23 configura SDK + env vars, Phase 25 li riusa.
|
||
- **[v2.3 2026-06-21] OTP gate è strato aggiuntivo, non rimpiazzo del token middleware** — proxy.ts e `/api/internal/validate-token` rimangono invariati. Il gate OTP interviene dopo la validazione del token, nel rendering della route `/client/[token]/*`.
|
||
- **[v2.3 2026-06-21] Migration Phase 24 è additiva pura** — `client_emails` e `otp_codes` sono nuove tabelle. Nessun drop/truncate. SQL a mano (drizzle-kit generate rotto). Applicare via SSH prima del codice dipendente.
|
||
- **[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
|
||
- Phase 16/17 split: schema/automation (payment link field + auto-provisioning) first, then AI builder + public page redesign + email — keeps the AI-dependent work last
|
||
- [Phase 11]: Phase 11: hand-write Drizzle migration SQL (0006_add_tags_table.sql) following the project's established convention since drizzle-kit generate is non-functional (meta snapshots out of sync since migration 0001, pre-existing since Phase 8) — Avoids architectural snapshot-reconciliation work (Rule 4, out of scope) while matching exact precedent from migrations 0003-0005
|
||
- [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
|
||
|
||
[From .planning/todos/pending/ — ideas captured during sessions]
|
||
|
||
None yet.
|
||
|
||
### Blockers/Concerns
|
||
|
||
- **Migrations (sempre valido)**: ogni fase con schema (Phase 24: `client_emails` + `otp_codes`) 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.
|
||
- **Resend env vars**: `RESEND_API_KEY` e `RESEND_FROM` devono essere aggiunti a Coolify prima di testare Phase 23 in prod. Stessa procedura di `ANTHROPIC_API_KEY` (2026-06-20).
|
||
- **Debito tecnico (non bloccante)**: tabelle legacy `service_catalog`/`offer_services`/`offer_micro_services` restano come deadweight; `createService`/`serviceSchema` dead code in `catalog/actions.ts`.
|
||
|
||
## Deferred Items
|
||
|
||
Items acknowledged and carried forward from previous milestone close:
|
||
|
||
| Category | Item | Status | Deferred At |
|
||
|----------|------|--------|-------------|
|
||
| v2.4 | PROP-03 — Stripe Payment Link su deck pubblico | Backlog | v2.3 kickoff |
|
||
| v2.4 | PROP-04 — Auto-provisioning cliente/progetto/fasi al "Vinto" | Backlog | v2.3 kickoff |
|
||
| v2+ | Phase 13 — Servizi attivi/ricorrenti post-vendita | Congelata | v2.1 kickoff |
|
||
| v2 | OFFER-14 — Sezioni analitiche stile Notion | Backlog | v2.1 kickoff |
|
||
| v2 | ARCH-01 — Split modulo "compartimento stagno" in deploy separato | Backlog (only if module grows) | v2.1 kickoff |
|
||
|
||
## Session Continuity
|
||
|
||
Last session: 2026-06-21T11:05:00.000Z
|
||
Stopped at: Roadmap v2.3 created — Phases 23–25, 9/9 requirements mapped. Next: `/gsd-plan-phase 23`
|
||
Resume file: .planning/ROADMAP.md
|