clienthub/.planning/STATE.md

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	2026-06-11T06:28:00Z	2026-06-11	total_phases completed_phases total_plans completed_plans percent 5 1 8 2 25

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: 07-unified-service-catalog (Wave 1/2 Complete) Plan: 07-01 ✓ Complete | 07-02 ✓ Complete Status: Phase 7 Execution Finished — Ready for next phase planning Last activity: 2026-06-11T06:28:00Z — Phase 7 Plan 2 execution complete

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: 2026-06-11T04:21:50Z Phase 7 Plan 1 execution complete (Unified Service Catalog schema + backfill scripts). Database migration ready but pending external connectivity. Next: Phase 7 Plan 2 planning or database migration when connectivity restored.

Operator Next Steps

Immediate (Phase 7 Database Sync)

• Run database migration when Postgres is reachable: scripts/push-services-migration.ts, scripts/migrate-services.ts, scripts/validate-services-migration.ts
• Verify validation script exits 0: npx tsx scripts/validate-services-migration.ts

Next Phase (Phase 8 Planning)

• Phase 8 focus: Offer Phase service assignments and quote template builder
• Dependencies on Phase 7: ✓ services table ready, ✓ admin catalog CRUD operational
• Start Phase 8 planning: /gsd-plan-phase 8