simone
8e2752ae5c
Progress: 7/8 plans complete (87.5%) Phase 10 CRM UI layer fully implemented (lead CRUD + activity logging + follow-up widget) Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
227 lines
12 KiB
Markdown
227 lines
12 KiB
Markdown
---
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gsd_state_version: 1.0
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milestone: v2.0
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milestone_name: Business Operations Suite
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status: executing
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last_updated: "2026-06-11T15:35:00Z"
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last_activity: 2026-06-11
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progress:
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total_phases: 5
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completed_phases: 1
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total_plans: 8
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completed_plans: 7
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percent: 87.5
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---
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# Project State
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## Project Reference
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See: .planning/PROJECT.md (updated 2026-05-09)
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**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.
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## Current Position
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Phase: 10-crm-pipeline-activity-logging (Plans 2-3 just completed)
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Plans: 07 (complete) | 08 (complete) | 09-01 (complete) | 09-02 (complete) | 09-03 (complete) | 10-01 (complete) | 10-02 (complete) | 10-03 (complete)
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Status: Phase 7 executed ✓ | Phase 8 executed ✓ | Phase 9 Plan 1-3 executed ✓ | Phase 10 Plan 1-3 executed ✓
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Last activity: 2026-06-11T15:35:00Z — Phase 10 Plans 2-3 execution complete (Lead CRUD UI + Activity Logging + Follow-up Widget)
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## What Was Built (Phase 9 — Quote Builder UI & Public Pages)
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### 09-01: Quote Validators and Service Layer ✓
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- **Validators:** Zod schemas for quote creation (client_id, offer_micro_id, accepted_total)
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- **Service Layer:** Public/admin query separation; token-gated access without exposing line items
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- **Immutability Guard:** isQuoteAccepted() prevents double-accept of quotes
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- **Migration:** 0004_phase-9-quotes-validators.sql (additive-only, backward compatible)
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- **Status:** DONE — Schema and validators tested, ready for UI integration
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### 09-02: Admin Quote Builder UI ✓
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- **Components:** 4 new components in src/components/admin/quotes/
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- **QuoteBuilderForm.tsx** (140 lines): Two-column form (left: inputs, right: preview) with full state management
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- **OfferSelector.tsx** (25 lines): Grouped dropdown for macro/micro selection
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- **PriceOverrideInput.tsx** (45 lines): Price input with visual validation feedback
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- **QuotePreview.tsx** (45 lines): Live preview showing offer details and calculated total
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- **Server Actions:** createQuote() in src/lib/quote-actions.ts
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- Validates client and offer existence in DB
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- Generates nanoid(21) token (collision-free, ~122-bit entropy)
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- Returns public `/quote/[token]` link for sharing
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- Atomic DB transaction: quote header insert only (items follow in Phase 9-04)
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- **Page:** /admin/quotes/new with form rendering and data population
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- **Query:** getAllOfferMacrosWithMicros() for form dropdown population
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- **Status:** DONE — Page builds, form renders, server action tested. Ready for public page (Phase 9-03)
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### 09-03: Public Quote Page with Token-Gated Access & Rate Limiting ✓
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- **Rate Limiting:** Enhanced src/proxy.ts with rate limit check for /quote/[token] routes
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- 3 views per minute per IP (via existing rateLimit utility)
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- Returns 429 Too Many Requests when limit exceeded
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- IP extraction from x-forwarded-for header (Docker-aware)
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- **Multistep Wizard Components:** 4 components totaling 495 lines
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- **QuoteMultistep.tsx** (121 lines): Parent managing step state (1-3) with visual progress indicator
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- **QuoteStep1Overview.tsx** (70 lines): Read-only offer name, total price (EUR), phase summary
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- **QuoteStep2Selection.tsx** (95 lines): Phase/service listing (read-only MVP) with total recap
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- **QuoteStep3Summary.tsx** (210 lines): Summary + optional email/notes form, Accept/Reject buttons
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- **Page Structure:**
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- **layout.tsx** (28 lines): Public layout with gradient background, no auth header
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- **page.tsx** (80 lines): Token validation (21-char nanoid format), quote state detection (draft/accepted/rejected)
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- **actions.ts** (108 lines): acceptQuote() and rejectQuote() server actions with immutability enforcement
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- **Security:** quote_items never exposed; only accepted_total and phase summary visible to client
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- **Status:** DONE — Route visible in build output, 3 commits, all tests passing (npm run build: 0 errors)
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## What Was Built (Phase 10 — CRM Lead Management & Activity Logging)
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### 10-01: CRM Schema Foundation ✓
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- **Schema:** leads, activities, reminders tables with FK relations
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- **Validators:** Lead, Activity, Reminder Zod schemas
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- **Service Layer:** getAllLeads(), getLeadById(), createActivity(), updateLeadStage(), getLeadsNeedingFollowUp()
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- **Status:** COMPLETE — Schema and service layer tested, ready for UI integration
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### 10-02: Lead CRUD UI ✓
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- **Pages:** `/admin/leads` list (LeadTable component) + `/admin/leads/[id]` detail (LeadDetail component)
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- **Components:** LeadForm (create/edit modal), LogActivityModal, SendQuoteModal
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- **Server Actions:** createLead, updateLead, deleteLead, logActivity, assignQuoteToLead
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- **Integration:** Admin sidebar updated with Lead link; form patterns follow existing RHF+Zod conventions
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- **UI Components Added:** Dialog (Radix UI), Form (RHF wrapper), date-fns integration
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- **Status:** DONE — All forms validate, server actions handle DB mutations, npm run build: 0 errors
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### 10-03: Activity Logging & Follow-up Widget ✓
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- **LogActivityModal:** Fast form (<10 sec) with type dropdown, date picker, duration, notes
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- **SendQuoteModal:** Two tabs (existing quote/create new) with token validation and status update to "proposal_sent"
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- **FollowUpWidget:** Dashboard card showing leads needing follow-up (last contact >7 days ago); top 3 with quick links
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- **Dashboard Integration:** FollowUpWidget integrated into /admin page with Suspense fallback
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- **Status:** DONE — All modals functional, widget displays leads needing follow-up, npm run build: 0 errors
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## What Was Built (Phase 8 — Quote Builder Schema Foundation) ✓
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### 08-01: Offer Phases & Quote Tables Schema ✓
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- **Schema:** 4 new tables (offer_phases, offer_phase_services, quotes, leads) + 7 columns added to existing tables
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- **offer_phases:** Hierarchical breakdown of offer_micros (Discovery → Strategy → Execution phases)
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- **offer_phase_services:** Junction linking phases to unified services table (Phase 7)
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- **quotes:** Separate quote headers from line items with token-based public access
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- **Extensions:** quote_items (quote_id, offer_micro_id, offer_phase_id), projects (offer_id, created_from_lead_id), phases (offer_phase_id)
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- **TypeScript:** OfferPhase, OfferPhaseService, Quote, Lead types exported
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- **Drizzle Relations:** 6 new relations for proper ORM traversal
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- **Status:** Schema complete, migration script ready, validation checks implemented
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- **Data Safety:** Additive-only migration (no drops, no truncates) — fully reversible
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### 08-02: Migration & Validation Scripts ✓
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- **Migration:** src/db/migrations/0003_offer_phases_quote_templates.sql (89 lines, additive-only)
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- **Indexes:** 11 created for performance (micro_id, service_id, token, client_id, status, etc.)
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- **Validation:** scripts/validate-phase8-migration.ts with 10 checks (all 4 tables + 6 columns verified)
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- **Status:** READY FOR DEPLOYMENT when Postgres is reachable
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### 08-03: Query Layer for Quote Builder ✓
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- **Query Functions:** 5 new async functions added to admin-queries.ts
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- getOfferPhases(microId) — get all phases for an offer micro
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- getOfferPhaseServices(phaseId) — get all services assigned to a phase
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- getQuoteById(quoteId) — full quote header by ID
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- getQuoteByToken(token) — quote by public token (for /quote/[token])
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- getQuotesByClient(clientId) — all quotes for a client
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- **Build Status:** npm run build passes with zero TypeScript errors
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- **Ready for:** Phase 9 quote builder UI, public quote pages
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## What Was Built (Phase 7 — v2.0)
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### 07-01: Unified Service Catalog (Expand Phase) ✓
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- **Schema:** `services` table with migrated_from/migrated_id audit trail for rollback safety
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- **TypeScript:** Service and NewService types exported
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- **Backfill:** Idempotent migration script (21 service_catalog rows + 35 offer_services rows → services table)
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- **Collision Resolution:** ' (Offer)' suffix prevents silent overwrites of duplicate names
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- **Validation:** 6-check suite proves zero data loss (row counts, FK integrity, orphaned references, net-new services count)
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- **Status:** Code complete; database migration pending connectivity (schema, scripts ready to apply)
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- **Data Safety:** Legacy tables (service_catalog, offer_services) untouched — rollback possible by not using services table
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### 07-02: Admin Catalog CRUD + Quote Builder Rewire ✓
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- **Query Layer:** getAllServices() and activeServices queries updated to read from unified `services` table
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- **Admin CRUD:** `/admin/catalog` list/add/edit/soft-delete fully operational on `services` table with category field
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- **Service Form:** Added optional category input field for new/edited services
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- **Service Table:** Category column rendering; net-new services tracked with migrated_from=null
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- **Quote Builder:** QuoteTab service picker reads from `services` via activeServices
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- **Backward Compatibility:** Historical quote_items → service_catalog join preserved for existing quote item labels
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- **Type Safety:** All components (ServiceTable, ServiceForm, QuoteTab) typed against Service instead of ServiceCatalog
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- **Status:** Code complete, TypeScript verified (npm run build passes), manual testing documented
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- **ROADMAP Success Criteria:** #3 (/admin/catalog operational on services) and #4 (old catalog queries explicit) satisfied
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## What Was Built (Phase 5)
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- **05-01**: Schema migration — 5 nuove tabelle offer in DB + tipi TypeScript
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- **05-02**: `/admin/offers` CRUD — macro, micro, servizi + assegnazione checkbox
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- **05-03**: OffersTab nel workspace progetto + `getClientActiveOffers()` + sezione Offerte Attive nel dettaglio cliente
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- **05-04**: `OffersSection` nella dashboard cliente (solo `public_name`) + `/admin/forecast` 12 mesi
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## What Was Built (Phase 4)
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- **04-00**: Infra — route /c/ → /client/, Dockerfile, deploy Gitea → Coolify
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- **04-01**: DB schema migration — projects, settings, FK pivot
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- **04-02**: Admin projects list + client detail project cards
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- **04-03**: Project workspace + timer analytics + settings page
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- **04-04**: Slug resolution + multi-project client dashboard + slug edit
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- **04-05/06**: Post-deploy bug fixes
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- **04-07**: Debug code removed, public page restored
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- **security**: Full hardening — auth guards, rate limiting, security headers
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- **payments**: Init payments + split payment in project workspace
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## Production State
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- App: hub.iamcavalli.net (Coolify, Hetzner)
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- DB: Postgres self-hosted on Coolify
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- Auth: Auth.js (admin) + token middleware (clients)
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- Routes: /admin/* (admin), /client/[token]/* (clients)
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## Decisions (All Phases)
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- `clients.token` è campo separato (non la PK) — rotazionabile via single UPDATE
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- `clients.accepted_total` denormalizzato — client API non tocca mai `quote_items`
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- `deliverables.approved_at` immutabile — audit trail dal giorno uno
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- Edge middleware (`proxy.ts`) usa fetch() a route interna — postgres-js non può girare nell'Edge runtime
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- Tailwind v4 auto-detection allargata — aggiunto `@source not` per escludere `.01_projects/` e `.claude/`
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- Authelia va solo davanti ad /admin — /client/[token] deve bypassare per accesso via link token
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## Deferred Items
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| Category | Item | Status |
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|----------|------|--------|
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| v2 | Claude AI onboarding (CLAUDE-01, CLAUDE-02, CLAUDE-03) | Backlog |
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| Infrastructure | Authelia SSO davanti ad /admin | After Phase 4 (now ready) |
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| Infrastructure | Higgsfield clone deploy (nuovo progetto Coolify) | Pending |
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| SEO | WordPress auto-publish articoli | Mentioned, not planned |
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## Session Continuity
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Last session: 2026-06-11T15:35:00Z
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Phase 10 Plans 2-3 execution complete (Lead CRUD UI + Activity Logging + Follow-up Widget).
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Complete CRM UI layer in place: leads list/detail, activity logging, quote assignment, dashboard widget.
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Ready for Phase 10 Plan 4 (final plan in this phase).
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## Operator Next Steps
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### Immediate (Phase 10 Plan 4 - Final Plan)
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- Phase 10 Plan 4: [TBD - check planning docs for final Phase 10 plan]
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- Build/deploy Phase 10 complete CRM feature
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- User testing of lead pipeline workflow
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### After Phase 10
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- Phase 11: Auto-Provisioning (consume quote acceptance, create projects, provision services)
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- Phase 12+: Email integration (Resend), activity history API, team collaboration features
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### Concurrent Opportunities
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- Email confirmation via Resend for quote acceptance
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- Activity history for quote events (viewed, accepted, rejected)
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- Auto-provisioning webhook listener (triggers project creation on quote acceptance)
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- Lead scoring based on activity patterns
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