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gsd_state_version, milestone, milestone_name, status, last_updated, last_activity, progress
gsd_state_version milestone milestone_name status last_updated last_activity progress
1.0 v2.0 Business Operations Suite executing 2026-06-11T19:00:00Z 2026-06-11
total_phases completed_phases total_plans completed_plans percent
5 4 11 11 80

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: 10-crm-pipeline-activity-logging (redo complete, deployed) Plans: 07 (complete) | 08 (complete) | 09-01..03 (complete) | 10-01..03 (complete, redeployed 2026-06-11) Status: Phase 7 ✓ | Phase 8 ✓ | Phase 9 ✓ | Phase 10 ✓ (staged redo after rollback) Last activity: 2026-06-11T19:00:00Z — Phase 10 staged redo deployed; production DB migrations 0001/0003/0004/0005 applied

What Was Built (Phase 10 — CRM Pipeline & Activity Logging, redo)

Root cause of the original Phase 10 production crash (resolved)

Production Postgres (Coolify container) had no migrations applied after 0000 — services, leads, offer_phases, offer_phase_services, quotes did not exist. Phase 7/8/9 summaries said "migration pending connectivity" and were never followed up. Any page querying those tables 500'd: catalog (services), quote builder + /quote/[token] (quotes), and after Phase 10 deploy also dashboard (FollowUpWidget → leads). The Phase 10 rollback only masked the dashboard symptom.

Fix (2026-06-11): migrations 0001+0003+0004+0005 applied atomically (single transaction, additive-only, verified zero DROP/TRUNCATE) via SSH → docker exec psql on container xwkk0040w0kk0gsgcgog8owk, db clienthub. Protected rows verified intact post-migration (4 clients, 5 projects, 13 payments, 6 phases). /quote/[token] 500 → 404 (correct behavior) confirmed.

Delivered (redo commits 5aa6614 + 008a434)

  • Stage A (5aa6614): deps @radix-ui/react-dialog, date-fns + shared ui/dialog.tsx, ui/form.tsx
  • Stage B: production DB schema aligned (see above) — script scripts/push-phase10-migration.ts for future reuse
  • Stage C (008a434): schema.ts CRM tables (leads expansion, activities, reminders + relations), lead-service/lead-validators, /admin/leads list+detail+actions, LeadTable/LeadDetail/LeadForm, LogActivityModal, SendQuoteModal, FollowUpWidget on dashboard, sidebar link

What Was Built (Phase 9 — Quote Builder UI & Public Pages)

09-01: Quote Validators and Service Layer ✓

  • Validators: Zod schemas for quote creation (client_id, offer_micro_id, accepted_total)
  • Service Layer: Public/admin query separation; token-gated access without exposing line items
  • Immutability Guard: isQuoteAccepted() prevents double-accept of quotes
  • Migration: 0004_phase-9-quotes-validators.sql (additive-only, backward compatible)
  • Status: DONE — Schema and validators tested, ready for UI integration

09-02: Admin Quote Builder UI ✓

  • Components: 4 new components in src/components/admin/quotes/
    • QuoteBuilderForm.tsx (140 lines): Two-column form (left: inputs, right: preview) with full state management
    • OfferSelector.tsx (25 lines): Grouped dropdown for macro/micro selection
    • PriceOverrideInput.tsx (45 lines): Price input with visual validation feedback
    • QuotePreview.tsx (45 lines): Live preview showing offer details and calculated total
  • Server Actions: createQuote() in src/lib/quote-actions.ts
    • Validates client and offer existence in DB
    • Generates nanoid(21) token (collision-free, ~122-bit entropy)
    • Returns public /quote/[token] link for sharing
    • Atomic DB transaction: quote header insert only (items follow in Phase 9-04)
  • Page: /admin/quotes/new with form rendering and data population
  • Query: getAllOfferMacrosWithMicros() for form dropdown population
  • Status: DONE — Page builds, form renders, server action tested. Ready for public page (Phase 9-03)

09-03: Public Quote Page with Token-Gated Access & Rate Limiting ✓

  • Rate Limiting: Enhanced src/proxy.ts with rate limit check for /quote/[token] routes
    • 3 views per minute per IP (via existing rateLimit utility)
    • Returns 429 Too Many Requests when limit exceeded
    • IP extraction from x-forwarded-for header (Docker-aware)
  • Multistep Wizard Components: 4 components totaling 495 lines
    • QuoteMultistep.tsx (121 lines): Parent managing step state (1-3) with visual progress indicator
    • QuoteStep1Overview.tsx (70 lines): Read-only offer name, total price (EUR), phase summary
    • QuoteStep2Selection.tsx (95 lines): Phase/service listing (read-only MVP) with total recap
    • QuoteStep3Summary.tsx (210 lines): Summary + optional email/notes form, Accept/Reject buttons
  • Page Structure:
    • layout.tsx (28 lines): Public layout with gradient background, no auth header
    • page.tsx (80 lines): Token validation (21-char nanoid format), quote state detection (draft/accepted/rejected)
    • actions.ts (108 lines): acceptQuote() and rejectQuote() server actions with immutability enforcement
  • Security: quote_items never exposed; only accepted_total and phase summary visible to client
  • Status: DONE — Route visible in build output, 3 commits, all tests passing (npm run build: 0 errors)

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: 2026-06-11T19:00:00Z Phase 10 staged redo complete: production DB migrations applied (0001/0003/0004/0005), CRM module deployed. Dangling work recovered from phase10-wip branch (anchor of reflog commit 8e2752a — branch can be deleted once redo verified in production). Lesson recorded: migrations are applied manually in this project — every deploy touching schema MUST apply the migration to prod BEFORE pushing code.

Operator Next Steps

Immediate

  • Verify in browser (authenticated): /admin (FollowUpWidget), /admin/leads, /admin/catalog, /admin/quotes/new
  • Re-run /gsd-plan-phase 11 and /gsd-plan-phase 12 (planning folders never committed, must be regenerated)
  • Optionally cherry-pick sidebar "App shortcuts" dangling commit 5d75752 if still wanted

Phase 10 (Concurrent Activities)

  • Email integration (Resend) for quote acceptance confirmation
  • CRM leads table implementation (currently placeholder)
  • Activity logging for quote events (viewed, accepted, rejected)
  • Auto-provisioning webhook listener (triggers project creation on acceptance)

Phase 11 (Auto-Provisioning)

  • Consume quote acceptance event
  • Automatically create project phases from offer_phases structure
  • Provision services based on accepted quote items
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