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clienthub/.planning/MILESTONES.md
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simone 03898f2a59 docs(planning): v2.1 milestone setup + Phase 11 context/patterns 
- 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>
2026-06-13 15:07:06 +02:00

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Milestones

v2.0 Business Operations Suite (Phases 7–10, completato 2026-06-13)

Phases completed: 4 phases (7–10)

Key accomplishments:

  • Catalogo servizi unificato (tabella services) usato dal quote builder admin — legacy service_catalog/offer_services ancora presenti, consolidamento finale rinviato a v2.1 (Phase 7)
  • Offerte con fasi ordinate (offer_phases/offer_phase_services) e builder preventivo admin (Phase 8)
  • Preventivo pubblico /quote/[token]: stati draft→sent→viewed→accepted/rejected, accepted_at immutabile, raccolta email/note cliente (Phase 9)
  • CRM pipeline lead: CRUD, activity log, reminder follow-up in dashboard (Phase 10, redeployed 2026-06-11 dopo fix migrazioni prod mancanti 0001-0005)
  • Ex-Phase 11 (auto-provisioning al "Vinto") ed ex-Phase 12 (email Resend) non eseguite come pianificate — assorbite nel piano v2.1 "Proposal AI"

v1.0 Client Portal & Offer System (Shipped: 2026-06-10)

Phases completed: 6 phases, 24 plans, 29 tasks

Key accomplishments:

  • Next.js 16.2.6 App Router con TypeScript strict, Tailwind v4, Drizzle ORM + postgres-js per Coolify Postgres, e 10 componenti shadcn/ui installati e pronti.
  • Schema Drizzle ORM completo con 10 tabelle, migration SQL generata e schema live sul database Postgres 16 (Hetzner/Coolify). TypeScript strict compila senza errori.
  • Edge proxy con validazione token, ClientView type system che esclude quote_items, e Server Component che fetcha tutti i dati cliente senza esporre segreti admin. Build Next.js 16 senza errori TypeScript.
  • Tutti i componenti UI della dashboard cliente renderizzati come Server Components con design light & clean in Tailwind v4: header con logo iamcavalli + brand name cliente, progress bar globale, timeline laterale delle fasi con barre per fase e task list, sezione pagamenti con badge stato (zero importi singoli), link documenti esterni e log note read-only.
  • Task 1: scripts/seed.ts
    1. [Rule 1 - Bug] Next.js 16 proxy export name is 'proxy', not 'middleware'
  • Admin home shows all clients with Acconto/Saldo payment badges; new client form inserts client row + two payment stubs via Zod-validated Server Action with nanoid token auto-generation
  • Full-featured admin client workspace with Radix Tabs covering phases/tasks, payments, documents, and comments — all mutations via inline Server Actions with server-side validation.
  • Client-facing approval and comment API routes with token validation, ownership verification, approved_at immutability enforcement, and inline ApproveButton/CommentForm/CommentList wired into the Phase 1 dashboard via PhaseTimeline.
  • Added custom_label text column and made service_id nullable in quote_items via Drizzle schema edit + Neon DDL push — unblocking Wave 2 free-form quote items
  • Vertical slice completo /admin/catalog: NavBar link + pagina catalogo + tabella con edit inline + form aggiunta servizio + soft-delete toggle, con Server Actions protetti da Zod e requireAdmin()
  • Admin quote builder tab with catalog dropdown, freeform toggle, items table with calculated total, and accepted_total editor — all backed by Zod-validated Server Actions with requireAdmin guard.
  • Verifica umana completa: catalogo servizi → preventivo → accepted_total → dashboard cliente, con conferma security constraint quote_items mai esposti
  • NavBar
  • /admin/projects/[id]
  • /api/internal/validate-slug/route.ts
  • Five Offer System tables added to schema.ts and production DB via direct SQL migration, with Phase 4 projects table bootstrapped from existing client data.
  • Full admin CRUD for macro-offers, micro-offers, and offer services at /admin/offers with a client-side checkbox list for service-to-micro assignments and NavBar updated with Forecast and Offerte links.
  • OffersTab client component for assigning micro-offers to projects with inline accepted_total editing, plus active-offers summary section on the client detail page showing public_name per project.
  • Client dashboard now shows active offers per project (public_name + cumulative service price + accepted_total), and /admin/forecast displays a 12-month server-side revenue projection spread from project_offers.accepted_total across duration_months.
  • AdminSidebar.tsx
  • dashboard-queries.ts
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