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clienthub/.planning/STATE.md
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simone 1898dc5ccc docs(state): Phase 8 execution complete — schema foundation ready 
- Update progress: 3/8 plans complete (37.5%)
- Update current position: Phase 8 executed, Phase 9 ready for execution
- Add Phase 8 build summary (4 new tables, 7 columns, 5 query functions)
- Update session info with Phase 8 completion
- Update operator next steps: Phase 8 database migration when Postgres ready

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-06-11 07:17:26 +02:00

7.5 KiB
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gsd_state_version, milestone, milestone_name, status, last_updated, last_activity, progress
gsd_state_version milestone milestone_name status last_updated last_activity progress
1.0 v2.0 Business Operations Suite executing 2026-06-11T07:20:00Z 2026-06-11
total_phases completed_phases total_plans completed_plans percent
5 1 8 3 37.5

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-05-09)

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 Position

Phase: 09-quote-builder-client-acceptance (Planning complete, ready for execution) Plans: 07 (complete) | 08 (complete) | 09 (planned, ready exec) Status: Phase 7 executed ✓ | Phase 8 executed ✓ | Phase 9 ready for execution Last activity: 2026-06-11T07:20:00Z — Phase 8 Plan 1 execution complete (schema foundation)

What Was Built (Phase 8 — Quote Builder Schema Foundation) ✓

08-01: Offer Phases & Quote Tables Schema ✓

  • Schema: 4 new tables (offer_phases, offer_phase_services, quotes, leads) + 7 columns added to existing tables
  • offer_phases: Hierarchical breakdown of offer_micros (Discovery → Strategy → Execution phases)
  • offer_phase_services: Junction linking phases to unified services table (Phase 7)
  • quotes: Separate quote headers from line items with token-based public access
  • Extensions: quote_items (quote_id, offer_micro_id, offer_phase_id), projects (offer_id, created_from_lead_id), phases (offer_phase_id)
  • TypeScript: OfferPhase, OfferPhaseService, Quote, Lead types exported
  • Drizzle Relations: 6 new relations for proper ORM traversal
  • Status: Schema complete, migration script ready, validation checks implemented
  • Data Safety: Additive-only migration (no drops, no truncates) — fully reversible

08-02: Migration & Validation Scripts ✓

  • Migration: src/db/migrations/0003_offer_phases_quote_templates.sql (89 lines, additive-only)
  • Indexes: 11 created for performance (micro_id, service_id, token, client_id, status, etc.)
  • Validation: scripts/validate-phase8-migration.ts with 10 checks (all 4 tables + 6 columns verified)
  • Status: READY FOR DEPLOYMENT when Postgres is reachable

08-03: Query Layer for Quote Builder ✓

  • Query Functions: 5 new async functions added to admin-queries.ts
    • getOfferPhases(microId) — get all phases for an offer micro
    • getOfferPhaseServices(phaseId) — get all services assigned to a phase
    • getQuoteById(quoteId) — full quote header by ID
    • getQuoteByToken(token) — quote by public token (for /quote/[token])
    • getQuotesByClient(clientId) — all quotes for a client
  • Build Status: npm run build passes with zero TypeScript errors
  • Ready for: Phase 9 quote builder UI, public quote pages

What Was Built (Phase 7 — v2.0)

07-01: Unified Service Catalog (Expand Phase) ✓

  • Schema: services table with migrated_from/migrated_id audit trail for rollback safety
  • TypeScript: Service and NewService types exported
  • Backfill: Idempotent migration script (21 service_catalog rows + 35 offer_services rows → services table)
  • Collision Resolution: ' (Offer)' suffix prevents silent overwrites of duplicate names
  • Validation: 6-check suite proves zero data loss (row counts, FK integrity, orphaned references, net-new services count)
  • Status: Code complete; database migration pending connectivity (schema, scripts ready to apply)
  • Data Safety: Legacy tables (service_catalog, offer_services) untouched — rollback possible by not using services table

07-02: Admin Catalog CRUD + Quote Builder Rewire ✓

  • Query Layer: getAllServices() and activeServices queries updated to read from unified services table
  • Admin CRUD: /admin/catalog list/add/edit/soft-delete fully operational on services table with category field
  • Service Form: Added optional category input field for new/edited services
  • Service Table: Category column rendering; net-new services tracked with migrated_from=null
  • Quote Builder: QuoteTab service picker reads from services via activeServices
  • Backward Compatibility: Historical quote_items → service_catalog join preserved for existing quote item labels
  • Type Safety: All components (ServiceTable, ServiceForm, QuoteTab) typed against Service instead of ServiceCatalog
  • Status: Code complete, TypeScript verified (npm run build passes), manual testing documented
  • ROADMAP Success Criteria: #3 (/admin/catalog operational on services) and #4 (old catalog queries explicit) satisfied

What Was Built (Phase 5)

  • 05-01: Schema migration — 5 nuove tabelle offer in DB + tipi TypeScript
  • 05-02: /admin/offers CRUD — macro, micro, servizi + assegnazione checkbox
  • 05-03: OffersTab nel workspace progetto + getClientActiveOffers() + sezione Offerte Attive nel dettaglio cliente
  • 05-04: OffersSection nella dashboard cliente (solo public_name) + /admin/forecast 12 mesi

What Was Built (Phase 4)

  • 04-00: Infra — route /c/ → /client/, Dockerfile, deploy Gitea → Coolify
  • 04-01: DB schema migration — projects, settings, FK pivot
  • 04-02: Admin projects list + client detail project cards
  • 04-03: Project workspace + timer analytics + settings page
  • 04-04: Slug resolution + multi-project client dashboard + slug edit
  • 04-05/06: Post-deploy bug fixes
  • 04-07: Debug code removed, public page restored
  • security: Full hardening — auth guards, rate limiting, security headers
  • payments: Init payments + split payment in project workspace

Production State

  • App: hub.iamcavalli.net (Coolify, Hetzner)
  • DB: Postgres self-hosted on Coolify
  • Auth: Auth.js (admin) + token middleware (clients)
  • Routes: /admin/* (admin), /client/[token]/* (clients)

Decisions (All Phases)

  • clients.token è campo separato (non la PK) — rotazionabile via single UPDATE
  • clients.accepted_total denormalizzato — client API non tocca mai quote_items
  • deliverables.approved_at immutabile — audit trail dal giorno uno
  • Edge middleware (proxy.ts) usa fetch() a route interna — postgres-js non può girare nell'Edge runtime
  • Tailwind v4 auto-detection allargata — aggiunto @source not per escludere .01_projects/ e .claude/
  • Authelia va solo davanti ad /admin — /client/[token] deve bypassare per accesso via link token

Deferred Items

Category Item Status
v2 Claude AI onboarding (CLAUDE-01, CLAUDE-02, CLAUDE-03) Backlog
Infrastructure Authelia SSO davanti ad /admin After Phase 4 (now ready)
Infrastructure Higgsfield clone deploy (nuovo progetto Coolify) Pending
SEO WordPress auto-publish articoli Mentioned, not planned

Session Continuity

Last session: 2026-06-11T07:20:00Z Phase 8 Plan 1 execution complete (Offer Phases & Quote Builder Schema Foundation). All schema, migration, validation, and query layers ready. Migration pending Postgres connectivity.

Operator Next Steps

Immediate (Phase 8 Database Sync)

  • Run database migration when Postgres is reachable:

    npx tsx scripts/validate-phase8-migration.ts  # Verify before applying
# Apply migration using Drizzle CLI or direct SQL

  • Verify validation script exits 0

Next Phase (Phase 9 Quote Builder UI)

  • Phase 9 focus: Quote builder UI components + public quote pages
  • Dependencies on Phase 8: ✓ offer_phases schema ready, ✓ quote headers ready, ✓ query layer implemented
  • Ready to execute: Phase 9 Plan 1 (Quote Builder Components)
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