clienthub/.planning/phases/10-crm-pipeline-activity-logging/10-01-SUMMARY.md

Phase 10 Plan 1 — CRM Foundation: Leads, Activities, Reminders

Status: ✅ COMPLETE
Phase: 10
Plan: 01
Wave: 1 (Foundation)
Date Completed: 2026-06-11

Objective

Establish the CRM schema foundation for Phase 10 (CRM Pipeline & Activity Logging). Complete the leads, activities, and reminders tables in the database schema, establish pipeline stage enums, activity type definitions, and query layer patterns for lead management and activity logging.

What Was Delivered

Task 1: Schema Expansion ✓

Tables Verified/Updated:

1. leads table (already existed, added TypeScript types)

   • id (PK, nanoid)
   • name, email, phone, company
   • status (pipeline: contacted → qualified → proposal_sent → negotiating → won → lost)
   • last_contact_date, next_action, next_action_date
   • notes, created_at, updated_at
   • 12 columns total, all properly typed

2. activities table (already existed, added TypeScript types)

   • id (PK, nanoid)
   • lead_id (FK to leads, cascade delete)
   • type (call | email | meeting | note)
   • duration_minutes (optional, for calls/meetings)
   • notes (immutable)
   • activity_date, created_at
   • Timestamps with timezone support

3. reminders table (already existed, added TypeScript types)

   • id (PK, nanoid)
   • lead_id (FK to leads, cascade delete)
   • title, description
   • due_date (with timezone)
   • completed_at (nullable, immutable once set)
   • created_at

Relations Verified:

• leadsRelations: many quotes, many activities, many reminders
• activitiesRelations: one lead
• remindersRelations: one lead
• quotesRelations: one lead (optional, nullable FK)

TypeScript Types Exported:

• Lead, NewLead
• Activity, NewActivity
• Reminder, NewReminder

Task 2: Validators (Zod Schemas) ✓

File: src/lib/lead-validators.ts (51 lines)

Enums:

• LEAD_STAGES: ["contacted", "qualified", "proposal_sent", "negotiating", "won", "lost"]
• ACTIVITY_TYPES: ["call", "email", "meeting", "note"]

Schemas:

1. createLeadSchema — Admin lead creation with validation

   • name: required, max 100 chars
   • email, phone, company: optional
   • status: enum with default "contacted"
   • notes: optional, max 1000 chars

2. updateLeadSchema — Lead update (all fields optional)

3. createActivitySchema — Activity logging

   • lead_id: required
   • type: required, enum
   • activity_date: date or string
   • duration_minutes: optional number >= 0
   • notes: required, max 1000 chars

4. createReminderSchema — Reminder creation

   • lead_id: required
   • title: required, max 200 chars
   • description: optional
   • due_date: date or string

5. updateLeadStageSchema — Pipeline stage change

   • lead_id: required
   • stage: required, enum

Type Exports:

• CreateLeadInput, UpdateLeadInput
• CreateActivityInput, CreateReminderInput
• UpdateLeadStageInput

Task 3: Service Layer (Query Functions) ✓

File: src/lib/lead-service.ts (191 lines)

Query Functions:

Lead Queries:

• getAllLeads(limit?, offset?) — Paginated all leads
• getLeadById(id) — Single lead by ID
• getLeadsByStage(stage) — Pipeline view by stage
• getLeadsNeedingFollowUp(daysAgo?) — No recent contact
• searchLeads(query) — Full-text search by name/email/company
• getQuotesByLeadId(leadId) — Quotes for a lead

Lead Mutations:

• updateLead(leadId, data) — Update any lead fields
• updateLeadStage(leadId, stage) — Change pipeline stage

Activity Operations:

• getActivityLog(leadId) — Reverse chronological activity history
• createActivity(data) — Create activity + auto-update lead.last_contact_date
  • Atomic: sets lead.last_contact_date + updated_at on activity creation

Reminder Operations:

• getUpcomingReminders(leadId) — Incomplete reminders for lead
• getOverdueReminders() — All overdue reminders (admin widget)
• createReminder(data) — Create reminder with due date
• completeReminder(reminderId) — Mark reminder done

Task 4: Drizzle Migration ✓

Status: Schema already existed in database schema definition
Generated: Migration tables already present; no new changes needed
Ready for: Database deployment when Postgres is reachable

Verification Checklist

✅ Schema compiles: npm run build passes with 0 TS errors
✅ Drizzle migration file: Schema ready (tables exist in schema.ts)
✅ Lead validators: All Zod schemas import cleanly
✅ Query layer: All functions exported and type-safe
✅ Relations: leads ↔ activities (cascade), leads ↔ reminders (cascade), quotes → leads (optional)
✅ TypeScript types: Lead, Activity, Reminder fully exported
✅ Data safety: No existing data at risk (schema-only changes)

Technical Details

Files Created:

• src/lib/lead-validators.ts (51 lines)
• src/lib/lead-service.ts (191 lines)

Files Modified:

• src/db/schema.ts (added Activity, NewActivity, Reminder, NewReminder type exports)

Code Quality:

• Full TypeScript type safety
• Italian localization for validation messages
• Immutable audit trail (activities/reminders)
• Cascade delete for data integrity
• Pagination support for scalability

Security Considerations

Implemented:

• All lead operations require Auth.js session (no public API)
• Activity dates validated server-side (no future backdating in future phases)
• Cascade delete prevents orphaned activity/reminder records
• Activity records are immutable (audit trail)

Deferred to Phase 10 Plan 2-3:

• Rate limiting on lead creation (MVP: assume honest admin)
• Email/phone validation (accept unverified at lead stage, verify on win)

Requirements Met

✅ CRM-01: Leads table with all required fields (name, email, phone, company, status, etc.)
✅ CRM-02: Activities table with immutable audit trail
✅ CRM-03: Reminders table with follow-up scheduling
✅ CRM-04: Pipeline stage enums and transitions

Ready for Next

Phase 10 Plan 2 (Lead CRUD UI) and Plan 3 (Activity Logging + Send Quote) can now:

• Use the validators for form validation
• Call the service layer for lead and activity operations
• Render lead details, pipeline views, activity logs
• Create reminders for follow-ups
• Send quotes to leads via email (Phase 12)

Progress

• Total Plans: 8
• Completed Plans: 6 (Phase 7: 2, Phase 8: 1, Phase 9: 3)
• Progress: 75%
• Current Phase: 10/1 (Wave 1) ✅ Complete