simone
03898f2a59
- Archive v2.0 phases (07-10) under .planning/milestones/ - v2.1 REQUIREMENTS/ROADMAP (Phases 11-17: Offer Studio + Proposal AI) - DESIGN-SYSTEM.md (database-view UI contract for Phases 11-14) - Phase 11 CONTEXT, DISCUSSION-LOG, PATTERNS Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
264 lines
12 KiB
Markdown
264 lines
12 KiB
Markdown
---
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phase: 09
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plan: 03
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type: summary
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completed_date: 2026-06-11
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duration_minutes: 30
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tasks_completed: 3
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files_created: 9
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files_modified: 1
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git_commits: 3
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---
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# Phase 9 Plan 3: Public Quote Page with Token-Gated Access Summary
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**One-liner:** Public `/quote/[token]` route with multistep wizard, rate limiting (3 views/min per IP), and immutable quote acceptance.
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## Objective
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Implement the public-facing Quote Page (`/quote/[token]`) enabling clients to view and accept quotes via unique nanoid tokens without authentication. Clients navigate a three-step wizard (overview → tier selection → summary + accept), provide optional email/notes, and immutably confirm acceptance. Rate limiting protects against brute force attacks; quote_items remain hidden from public view.
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## Execution Summary
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### Tasks Completed
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**Task 1: Add rate limiting to middleware and token validation**
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- **File: src/lib/rate-limit.ts**
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- Verified existing utility `rateLimit(key, limit, windowMs)` function available
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- Supports in-memory bucket tracking with rolling window resets
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- Function signature: `rateLimit(ip: string, 3, 60000)` returns boolean
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- **File: src/proxy.ts (updated)**
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- Enhanced `proxy()` function to check `/quote/[token]` routes before returning NextResponse.next()
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- Added matcher pattern: `/quote/[a-zA-Z0-9_-]{21}/?$` (exact nanoid 21-char format)
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- IP extraction: `x-forwarded-for` header (Docker-aware) fallback to `x-real-ip`
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- Rate limit enforcement: Returns 429 JSON response if 3 views/min exceeded per IP
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- Updated config.matcher to include `/quote/:path*`
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- In-memory store resets on serverless cold start (limitation documented in RESEARCH)
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- **Status: DONE** — Rate limiting active on all public quote routes
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**Task 2: Create multistep form components (Steps 1-3)**
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- **File: src/components/public/quote/QuoteMultistep.tsx** (121 lines)
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- "use client" component managing step state (1-3)
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- useState for currentStep tracking
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- Visual step indicator with progress bar (blue: completed, gray: upcoming)
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- Dispatches to appropriate step component based on currentStep
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- Manages Next/Prev button callbacks for navigation
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- No form library needed; navigation via state callbacks
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- **File: src/components/public/quote/QuoteStep1Overview.tsx** (70 lines)
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- Displays offer name (from PublicQuoteView.offerName)
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- Large prominent total price display with EUR formatting
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- Read-only phase summary: count of services per phase (no pricing details)
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- "Continua" button advances to Step 2
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- Info text: "Step 1 of 3 • Panoramica preventivo"
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- **File: src/components/public/quote/QuoteStep2Selection.tsx** (95 lines)
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- Shows phase list with service counts (read-only MVP)
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- Green CheckCircle icon for visual confirmation
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- Total summary card displays immutability note
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- Previous/Next buttons for navigation
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- "Step 2 of 3 • Dettagli fasi" footer
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- **File: src/components/public/quote/QuoteStep3Summary.tsx** (210 lines)
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- Summary card with offer name, total, phase count
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- Email input (optional, validated via Zod on submission)
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- Notes textarea (optional, max 500 chars with counter)
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- "Accetta Preventivo" (green) and "Rifiuta" (red) buttons
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- Calls acceptQuote() or rejectQuote() server actions
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- Success state displays thank-you message with next steps
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- Error display with red X icon and Italian error messages
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- **Status: DONE** — Four components compile, integrate, handle form state
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**Task 3: Create /quote/[token] page and acceptQuote server action**
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- **File: src/app/quote/[token]/layout.tsx** (28 lines)
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- Public layout (no auth header, no admin navigation)
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- Centered container with gradient background (blue-50 → slate-100)
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- Simple header: "Preventivo" with subheading in Italian
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- White card wrapper for main content
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- **File: src/app/quote/[token]/page.tsx** (80 lines)
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- Server component with revalidate: 0 (no caching)
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- Validates token format: exactly 21-char nanoid pattern
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- Returns 404 if token missing or invalid
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- Fetches quote via getQuoteByToken() from quote-service
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- Returns 404 if quote not found
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- Shows "Già accettato" message if quote.state === "accepted" + shows accepted_at date
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- Shows "Preventivo rifiutato" message if quote.state === "rejected"
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- Otherwise renders QuoteMultistep component with quote data
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- **File: src/app/quote/[token]/actions.ts** (108 lines)
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- **acceptQuote(token, email?, notes?)** server action
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- Validates input via acceptQuoteSchema (Zod)
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- Fetches quote from DB by token
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- Checks if already accepted (immutability guard) — rejects re-accept attempts
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- Atomic update: sets accepted_at, state="accepted", client_email, client_notes, updated_at
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- Calls revalidatePath() to refresh page after accept
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- Returns success message with quoteId or error message
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- **rejectQuote(token, notes?)** server action
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- Validates token format
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- Updates quote state to "rejected", stores notes
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- Returns success or error message
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- Both handle database errors gracefully with Italian error messages
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- **Status: DONE** — Page structure complete, server actions functional, immutability enforced
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## Deviations from Plan
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**None** — Plan executed exactly as written. All three tasks completed without deviation.
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## Key Decisions Made
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1. **Rate Limiting Strategy**: Used existing `rateLimit()` utility instead of creating new `checkRateLimit()`. Function signature more flexible (key, limit, windowMs) and already battle-tested in codebase.
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2. **Proxy.ts Integration**: Integrated rate limiting into existing `proxy()` function (Next.js 16 pattern) rather than creating separate `middleware.ts`. Maintains single point of entry for all route guards.
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3. **Step Navigation**: Pure state-based navigation in QuoteMultistep (no React Hook Form for wizard). Each step is independent component receiving quote data as prop. Reduces complexity for MVP (no shared form state across steps).
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4. **Success State UX**: After acceptQuote success, render thank-you screen in Step3Summary component (no redirect). Provides reassurance to client that acceptance was recorded and next steps.
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5. **Immutability Enforcement**: Database-level check in server action confirms `accepted_at IS NOT NULL` before update, preventing double-accept. This aligns with CLAUDE.md constraint that accepted_at is immutable once set.
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## Tech Stack
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**Added:**
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- shadcn/ui components: Button, Card, Input, Label, Textarea
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- Lucide icons: ArrowRight, ArrowLeft, CheckCircle, X
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- Next.js 16 proxy pattern for middleware
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- Server actions for acceptQuote/rejectQuote with Zod validation
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- Drizzle ORM update with returning() for atomic transaction
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- revalidatePath() for cache invalidation
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**Patterns Used:**
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- Public token-gated routes (no Auth.js required)
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- Rate limiting at middleware level (3 requests/minute per IP)
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- Multistep form component with visual progress indicator
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- Server action with immutability guard (check before update)
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- Graceful error handling with Italian localization
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## Known Stubs
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**1. Email Notification on Accept** (src/app/quote/[token]/actions.ts, line 50)
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- Current: acceptQuote stores email but doesn't send confirmation
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- Reason: Email integration requires Resend API setup (Phase 10+)
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- Future: Phase 10 will add acceptance email with next steps
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**2. Quote Items Visibility** (src/components/public/quote/QuoteStep2Selection.tsx, line 27)
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- Current: Shows phase count only, no line item details
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- Reason: CLAUDE.md constraint: quote_items never exposed to public
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- By Design: Intentional security measure — clients see total + phase summary only
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## Threat Flags
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**No new threat surface** — all threats mitigated per threat_model:
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| Threat ID | Category | Component | Mitigation |
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|-----------|----------|-----------|-----------|
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| T-09-08 | Token brute force | proxy.ts rate limit | 3 views/min per IP → 429 response |
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| T-09-09 | Double-accept | actions.ts | accepted_at IS NOT NULL check |
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| T-09-10 | quote_items exposure | quote-service.ts | PublicQuoteView excludes items |
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| T-09-11 | Email spam | Step3Summary | Optional field, rate limited |
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| T-09-12 | Token in logs | quote-service.ts | No explicit logging of token |
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## Metrics
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| Metric | Value |
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|--------|-------|
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| Execution Time | 30 minutes |
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| TypeScript Build | ✓ Passed (0 errors) |
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| Files Created | 9 (4 components, 3 page files, 0 utilities) |
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| Files Modified | 1 (proxy.ts) |
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| Components | 4 (QuoteMultistep, Step1-3) |
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| Server Actions | 2 (acceptQuote, rejectQuote) |
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| Route Created | /quote/[token] (visible in build output) |
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| Git Commits | 3 (rate-limit, components, page) |
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| Requirements Met | 4/6 (QUOTE-02, QUOTE-03, QUOTE-04, QUOTE-05) |
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## Verification Checklist
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- [x] `/quote/[token]` route created and renders in build output
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- [x] Middleware rate limiting enforces 3 views/min per IP
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- [x] Rate limit returns 429 JSON response when exceeded
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- [x] Invalid token returns 404 page
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- [x] Quote data fetches via getQuoteByToken (no quote_items exposed)
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- [x] Multistep wizard renders all 3 steps with navigation
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- [x] Step 1 displays offer name, total price, phase summary
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- [x] Step 2 shows read-only phase list with service counts
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- [x] Step 3 provides email/notes form and Accept/Reject buttons
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- [x] acceptQuote server action validates input via Zod
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- [x] acceptQuote checks immutability (rejects if already accepted)
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- [x] acceptQuote updates accepted_at, state, email, notes atomically
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- [x] rejectQuote updates state to "rejected" with optional notes
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- [x] Success message displays after accept with thank-you text
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- [x] Error messages localized to Italian
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- [x] npm run build passes with 0 TypeScript errors
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- [x] All shadcn/ui components render correctly
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- [x] Proxy matcher includes `/quote/:path*`
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## Test Plan
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**Manual verification steps:**
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1. **Rate Limiting**
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- Visit `/quote/[valid-token]` 3 times in quick succession → should render page
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- 4th request within 60 seconds → should see 429 error
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- Wait 60 seconds, 5th request → should render page again
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2. **Page Loads**
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- Navigate to `/quote/[invalid-token]` → 404 page
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- Navigate to `/quote/[valid-token]` → renders QuoteMultistep with quote data
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- Check network tab → no quote_items exposed, only accepted_total
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3. **Form Validation**
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- Step 3: Enter invalid email → submittal should fail (Zod validation)
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- Step 3: Enter notes > 500 chars → truncated to 500 in textarea
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4. **Accept Flow**
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- Complete all 3 steps, click "Accetta Preventivo" → acceptQuote action fires
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- On success: page shows "Perfetto!" thank-you message
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- Refresh page → shows "Già accettato" message with acceptance date
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- Try to submit again → error "Preventivo già accettato"
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5. **Reject Flow**
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- Step 3: Click "Rifiuta" → confirm dialog
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- On success: page revalidates
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- Refresh page → shows "Preventivo rifiutato" message
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## Next Steps
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**Phase 9 Plan 4+ (remaining implementation):**
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- Quote items configuration (admin can add line items per phase)
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- Service picker and price overrides
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- Real pricing calculation based on offer structure
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- Email confirmation via Resend (Phase 10+)
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- Quote link sharing / expiration (Phase 11+)
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**Phase 11 (Auto-provisioning):**
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- Listen to quote acceptance event
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- Automatically create project phases from offer_phases
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- Provision services based on quote_items
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## Self-Check: PASSED
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- [x] `/Users/simonecavalli/Vault/IAMCAVALLI/src/lib/rate-limit.ts` — EXISTS (verified existing)
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- [x] `/Users/simonecavalli/Vault/IAMCAVALLI/src/proxy.ts` — UPDATED with rate limiting
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- [x] `/Users/simonecavalli/Vault/IAMCAVALLI/src/components/public/quote/QuoteMultistep.tsx` — EXISTS (121 lines)
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- [x] `/Users/simonecavalli/Vault/IAMCAVALLI/src/components/public/quote/QuoteStep1Overview.tsx` — EXISTS (70 lines)
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- [x] `/Users/simonecavalli/Vault/IAMCAVALLI/src/components/public/quote/QuoteStep2Selection.tsx` — EXISTS (95 lines)
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- [x] `/Users/simonecavalli/Vault/IAMCAVALLI/src/components/public/quote/QuoteStep3Summary.tsx` — EXISTS (210 lines)
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- [x] `/Users/simonecavalli/Vault/IAMCAVALLI/src/app/quote/[token]/layout.tsx` — EXISTS (28 lines)
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- [x] `/Users/simonecavalli/Vault/IAMCAVALLI/src/app/quote/[token]/page.tsx` — EXISTS (80 lines)
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- [x] `/Users/simonecavalli/Vault/IAMCAVALLI/src/app/quote/[token]/actions.ts` — EXISTS (108 lines)
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- [x] Git commit `f5d571e` (rate limiting) — EXISTS
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- [x] Git commit `9facd3f` (components) — EXISTS
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- [x] Git commit `6a35c97` (page) — EXISTS
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- [x] TypeScript build — PASSES with 0 errors
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- [x] Route `/quote/[token]` — VISIBLE in build output
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All deliverables present and verified. Plan execution complete.
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