clienthub/.planning/STATE.md

gsd_state_version, milestone, milestone_name, status, stopped_at, last_updated, last_activity, progress

gsd_state_version	milestone	milestone_name	status	stopped_at	last_updated	last_activity	progress
1.0	v2.3	Email & Accesso	planning		2026-06-22T09:00:00.000Z	2026-06-22 -- Lead→Cliente (A+B) in prod; cleanup tab progetto + offerta→fasi in corso	total_phases completed_phases total_plans completed_plans percent 3 0 0 0 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