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clienthub/.planning/phases/01-foundation-client-dashboard/01-01-PLAN.md
T
Simone Cavalli 81c667838f docs(01-foundation-client-dashboard): complete phase 1 planning with 5-plan structure
Create comprehensive phase plans for Foundation & Client Dashboard:
- 01-01-PLAN.md: Walking Skeleton (Next.js 15 bootstrap + DB connection)
- 01-02-PLAN.md: Database schema (11 tables, Drizzle ORM, drizzle-kit push)
- 01-03-PLAN.md: Middleware token validation + ClientView type + data fetching
- 01-04-PLAN.md: Client dashboard UI (header, timeline, progress, payments, docs, notes)
- 01-05-PLAN.md: Seed script + DNS CNAME configuration

Also create SKELETON.md documenting locked architectural decisions for all future phases:
- Next.js 15 + Drizzle + postgres-js driver (Coolify Postgres)
- Token as separate rotatable field (not PK)
- ClientView enforcement (no quote_items exposed to client API)
- Approved_at immutable audit trail
- Two independent auth systems (client token + admin session)
- Vercel deployment with custom domain

Update ROADMAP.md to mark Phase 1 as planned (5 plans created) and ready for execution.

All plans follow MVP vertical-slice structure with 2-3 tasks per plan.
Walking Skeleton proves the entire stack works end-to-end.
Requirements mapping: DASH-01 through DASH-04, DASH-07 through DASH-10 covered.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 11:27:19 +02:00

274 lines
9.6 KiB
Markdown

---
phase: "01-foundation-client-dashboard"
plan: 01
type: execute
wave: 1
depends_on: []
files_modified:
- package.json
- tsconfig.json
- next.config.ts
- src/app/layout.tsx
- src/app/page.tsx
- .env.local
autonomous: true
requirements:
- DASH-01
- DASH-02
must_haves:
truths:
- "Next.js 15 App Router is bootstrapped and compiles without errors"
- "DATABASE_URL env var is set and Drizzle can connect to Postgres"
- "A simple test route exists and responds with 200"
- "TypeScript strict mode is enabled"
artifacts:
- path: "package.json"
provides: "All dependencies for Next.js + Drizzle + auth + UI"
contains: "next@15"
- path: "src/app/layout.tsx"
provides: "Root layout with Tailwind setup"
min_lines: 15
- path: ".env.local"
provides: "DATABASE_URL pointing to Coolify Postgres"
contains: "DATABASE_URL"
key_links:
- from: ".env.local"
to: "Drizzle client initialization"
via: "process.env.DATABASE_URL"
pattern: "DATABASE_URL=postgres://"
- from: "src/db/index.ts"
to: "Postgres on Coolify"
via: "postgres-js driver"
pattern: "import.*postgres.*from.*postgres-js"
---
<objective>
**Walking Skeleton:** Bootstrap the Next.js project, install all Phase 1 dependencies, configure Tailwind, connect to the Postgres database on Coolify via Drizzle ORM, and verify the entire stack is operational with a simple test route.
Purpose: Establish the project foundation so subsequent plans can build on a known-good state. This plan proves Next.js 15 + Drizzle + postgres-js + Tailwind work together before writing any feature code.
Output: Runnable Next.js dev server (`npm run dev`) with DB connection confirmed, TypeScript types working, Tailwind CSS active, ready for schema creation.
</objective>
<execution_context>
@$HOME/.claude/get-shit-done/workflows/execute-plan.md
@$HOME/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/STATE.md
@.planning/phases/01-foundation-client-dashboard/01-CONTEXT.md
@.planning/research/STACK.md
@.planning/research/ARCHITECTURE.md
</context>
<tasks>
<task type="auto">
<name>Task 1: Bootstrap Next.js 15 with TypeScript, App Router, src/ directory, and Tailwind CSS v4</name>
<files>
package.json
tsconfig.json
next.config.ts
src/app/layout.tsx
src/app/page.tsx
tailwind.config.ts
postcss.config.mjs
.gitignore
</files>
<read_first>
None (greenfield project)
</read_first>
<action>
Execute: `npx create-next-app@latest . --typescript --tailwind --app --src-dir --eslint --import-alias '@/*'`
Verify created:
- `src/` directory with `app/` subdirectory
- `tsconfig.json` with `"strict": true`
- `tailwind.config.ts` (v4, CSS-first)
- `postcss.config.mjs`
- Next.js 15.x in package.json
After creation, modify `src/app/layout.tsx`:
- Import Tailwind globals: `import './globals.css'`
- Set viewport and basic meta tags
- Ensure `<html>` and `<body>` exist with proper className for Tailwind
Modify `src/app/page.tsx`:
- Replace default template with a simple div: `<div className="text-center py-20">Welcome to ClientHub</div>`
- Keep it minimal — this route will be replaced in Phase 2
</action>
<verify>
<automated>grep -q "\"next\": \"^15" package.json && echo "Next.js 15 installed"</automated>
<automated>grep -q "\"strict\": true" tsconfig.json && echo "TypeScript strict mode enabled"</automated>
<automated>test -f src/app/layout.tsx && grep -q "globals.css" src/app/layout.tsx && echo "Tailwind globals imported"</automated>
<automated>test -f next.config.ts && echo "next.config.ts exists"</automated>
</verify>
<acceptance_criteria>
- `npm install` succeeds without errors
- `npm run build` succeeds (no TypeScript errors, no Next.js errors)
- `npm run dev` starts server without crashing
- Visiting http://localhost:3000 returns 200 and displays the welcome message
</acceptance_criteria>
</task>
<task type="auto">
<name>Task 2: Install Drizzle ORM, postgres-js, and supporting libraries; create .env.local with DATABASE_URL</name>
<files>
package.json
.env.local
.env.example
src/db/index.ts
</files>
<read_first>
None (greenfield)
</read_first>
<action>
Install packages:
```
npm install drizzle-orm postgres
npm install -D drizzle-kit
```
Note: The package is `postgres` (not `postgres-js` — that's the npm package name for postgres-js driver).
Create `src/db/index.ts`:
```typescript
import { Client } from 'postgres';
import * as schema from './schema';
if (!process.env.DATABASE_URL) {
throw new Error('DATABASE_URL env var is required');
}
const client = new Client({
connectionString: process.env.DATABASE_URL,
});
export const db = drizzle(client, { schema });
```
Create `.env.local`:
```
DATABASE_URL=postgresql://[user]:[password]@[coolify-host]:5432/[database]
```
Use the actual Coolify credentials. If not yet available, use a placeholder and update before plan 02.
Create `.env.example`:
```
DATABASE_URL=postgresql://user:password@host:5432/database
```
Install additional dependencies:
```
npm install nanoid zod @hookform/resolvers react-hook-form
npm install -D @types/node
```
Auth.js will be installed in a later plan (Phase 2 only).
</action>
<verify>
<automated>grep -q "drizzle-orm" package.json && echo "Drizzle installed"</automated>
<automated>grep -q "postgres" package.json && echo "postgres-js installed"</automated>
<automated>grep -q "drizzle-kit" package.json && echo "drizzle-kit installed"</automated>
<automated>test -f .env.local && grep -q "DATABASE_URL" .env.local && echo ".env.local exists with DATABASE_URL"</automated>
<automated>test -f .env.example && echo ".env.example exists"</automated>
<automated>grep -q "postgres" src/db/index.ts && echo "postgres-js driver imported in db/index.ts"</automated>
</verify>
<acceptance_criteria>
- `npm install` succeeds
- `src/db/index.ts` exists and exports `db` object
- `.env.local` contains DATABASE_URL (value will be filled in by executor or user)
- `npm run build` succeeds with no import errors
</acceptance_criteria>
</task>
<task type="auto">
<name>Task 3: Install shadcn/ui components and configure; add lucide-react icons</name>
<files>
package.json
components.json
src/components/ui/*.tsx (multiple)
</files>
<read_first>
tailwind.config.ts
</read_first>
<action>
Initialize shadcn/ui:
```
npx shadcn@latest init --yes
```
This creates `components.json` with the proper configuration.
Add essential components for Phase 1:
```
npx shadcn@latest add button card badge progress input label select separator table textarea
```
Install lucide-react:
```
npm install lucide-react
```
Verify `src/components/ui/` directory contains all component files.
</action>
<verify>
<automated>test -f components.json && echo "components.json created"</automated>
<automated>test -d src/components/ui && ls src/components/ui/ | wc -l | grep -qE "[0-9]+" && echo "UI components installed"</automated>
<automated>grep -q "lucide-react" package.json && echo "lucide-react installed"</automated>
</verify>
<acceptance_criteria>
- `components.json` exists with proper shadcn configuration
- At least 8 component files exist in `src/components/ui/`
- `npm run build` succeeds
</acceptance_criteria>
</task>
</tasks>
<threat_model>
## Trust Boundaries
| Boundary | Description |
|----------|-------------|
| Client (browser) → API | Clients access `/c/[token]/*` routes; middleware must validate token |
| Client (browser) → Database | Drizzle queries filtered by token; no client can see other clients' data |
| Admin → Vercel environment variables | DATABASE_URL, future ADMIN_PASSWORD must be secret |
## STRIDE Threat Register
| Threat ID | Category | Component | Disposition | Mitigation Plan |
|-----------|----------|-----------|-------------|-----------------|
| T-01-001 | Information Disclosure | DATABASE_URL in .env.local | mitigate | Never commit .env.local; .gitignore enforces this; use Vercel Secrets for production |
| T-01-002 | Tampering | Schema initialization | mitigate | Use Drizzle migrations + drizzle-kit push before any data is written; immutable migration history |
| T-01-003 | Denial of Service | Database connection pooling | accept | postgres-js handles connection lifecycle; Coolify Postgres has resource limits acceptable for Phase 1 scale |
</threat_model>
<verification>
After plan execution:
1. Run `npm run build` → no errors
2. Run `npm run dev` → server starts on http://localhost:3000
3. Visit http://localhost:3000 → page loads with welcome message
4. Check `src/db/index.ts` → imports postgres-js correctly
5. Check `.env.local` → DATABASE_URL is set (value may be placeholder)
6. Check `components.json` → exists with @/ alias
</verification>
<success_criteria>
- Next.js dev server starts and responds to requests
- TypeScript compiles without errors
- Tailwind CSS is active (can verify via DevTools)
- Database connection string is configured (even if not yet tested with actual DB)
- All Phase 1 dependencies are installed
- Ready to proceed to Task 02 (schema creation)
</success_criteria>
<output>
After completion, create `.planning/phases/01-foundation-client-dashboard/01-01-SUMMARY.md`
</output>