clienthub/.planning/STATE.md

---
gsd_state_version: 1.0
milestone: v2.0
milestone_name: Business Operations Suite
status: executing
last_updated: "2026-06-11T07:20:00Z"
last_activity: 2026-06-11
progress:
  total_phases: 5
  completed_phases: 1
  total_plans: 8
  completed_plans: 3
  percent: 37.5
---

# 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: 09-quote-builder-client-acceptance (Planning complete, ready for execution)
Plans: 07 (complete) | 08 (complete) | 09 (planned, ready exec)
Status: Phase 7 executed ✓ | Phase 8 executed ✓ | Phase 9 ready for execution
Last activity: 2026-06-11T07:20:00Z — Phase 8 Plan 1 execution complete (schema foundation)

## What Was Built (Phase 8 — Quote Builder Schema Foundation) ✓

### 08-01: Offer Phases & Quote Tables Schema ✓

- **Schema:** 4 new tables (offer_phases, offer_phase_services, quotes, leads) + 7 columns added to existing tables
- **offer_phases:** Hierarchical breakdown of offer_micros (Discovery → Strategy → Execution phases)
- **offer_phase_services:** Junction linking phases to unified services table (Phase 7)
- **quotes:** Separate quote headers from line items with token-based public access
- **Extensions:** quote_items (quote_id, offer_micro_id, offer_phase_id), projects (offer_id, created_from_lead_id), phases (offer_phase_id)
- **TypeScript:** OfferPhase, OfferPhaseService, Quote, Lead types exported
- **Drizzle Relations:** 6 new relations for proper ORM traversal
- **Status:** Schema complete, migration script ready, validation checks implemented
- **Data Safety:** Additive-only migration (no drops, no truncates) — fully reversible

### 08-02: Migration & Validation Scripts ✓

- **Migration:** src/db/migrations/0003_offer_phases_quote_templates.sql (89 lines, additive-only)
- **Indexes:** 11 created for performance (micro_id, service_id, token, client_id, status, etc.)
- **Validation:** scripts/validate-phase8-migration.ts with 10 checks (all 4 tables + 6 columns verified)
- **Status:** READY FOR DEPLOYMENT when Postgres is reachable

### 08-03: Query Layer for Quote Builder ✓

- **Query Functions:** 5 new async functions added to admin-queries.ts
  - getOfferPhases(microId) — get all phases for an offer micro
  - getOfferPhaseServices(phaseId) — get all services assigned to a phase
  - getQuoteById(quoteId) — full quote header by ID
  - getQuoteByToken(token) — quote by public token (for /quote/[token])
  - getQuotesByClient(clientId) — all quotes for a client
- **Build Status:** npm run build passes with zero TypeScript errors
- **Ready for:** Phase 9 quote builder UI, public quote pages

## 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: 2026-06-11T07:20:00Z
Phase 8 Plan 1 execution complete (Offer Phases & Quote Builder Schema Foundation).
All schema, migration, validation, and query layers ready.
Migration pending Postgres connectivity.

## Operator Next Steps

### Immediate (Phase 8 Database Sync)

- Run database migration when Postgres is reachable:

  ```bash
  npx tsx scripts/validate-phase8-migration.ts  # Verify before applying
  # Apply migration using Drizzle CLI or direct SQL
  ```

- Verify validation script exits 0

### Next Phase (Phase 9 Quote Builder UI)

- Phase 9 focus: Quote builder UI components + public quote pages
- Dependencies on Phase 8: ✓ offer_phases schema ready, ✓ quote headers ready, ✓ query layer implemented
- Ready to execute: Phase 9 Plan 1 (Quote Builder Components)