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clienthub/.planning/milestones/v2.0-phases/07-unified-service-catalog/07-02-SUMMARY.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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phase, plan, subsystem, tags, dependency_graph, tech_stack, key_files, decisions, metrics
phase plan subsystem tags dependency_graph tech_stack key_files decisions metrics
07-unified-service-catalog 02 Unified Service Catalog (Admin CRUD + Quote Builder)
catalog-unification
admin-crud
quote-builder
database-migration
phase-7-wave-2
requires provides affects
07-01 (services table schema, migration scripts)
/admin/catalog fully operational on services table
Quote builder service picker reads from services
/admin/catalog page (list/add/edit/soft-delete)
Project workspace QuoteTab service picker
ClientFullDetail.activeServices type
ProjectFullDetail.activeServices type
added patterns
Server actions for CRUD (Auth.js session check)
Type-safe query layer (Drizzle + TypeScript)
Form-based UI (shadcn/input, React transitions)
created modified
src/lib/admin-queries.ts (query layer refactor)
src/app/admin/catalog/actions.ts (server actions rewrite)
src/components/admin/catalog/ServiceTable.tsx (type update + category column)
src/components/admin/catalog/ServiceForm.tsx (category field addition)
src/components/admin/tabs/QuoteTab.tsx (type annotation update)
scripts/validate-services-migration.ts (added Check 6: net-new count)
Query layer preserves historical quote_items.service_id FK join to service_catalog (immutable audit trail)
New services created via /admin/catalog have migrated_from=null, distinguishing them from migrated rows
Category field is optional on all CRUD operations
Soft-delete (active=false) preserves data, matches existing UI pattern
completed_date duration tasks_completed files_modified
2026-06-11 15 minutes 3 6

Phase 7 Plan 2: Unified Service Catalog (Admin CRUD + Quote Builder) Summary

JWT/category-enabled admin catalog CRUD rewired from service_catalog to services table; quote builder service picker follows.

What Was Built

Task 1: Query Layer Refactor (Admin Queries)

Status: Complete ✓

  • getAllServices() now selects from services table, returns Service[] (was ServiceCatalog[])
  • getClientFullDetail() activeServices query updated: reads from services where active=true
  • getProjectFullDetail() activeServices query updated: reads from services where active=true
  • Both ClientFullDetail and ProjectFullDetail type definitions updated: activeServices: Service[]
  • Preserved: Quote items label join continues to reference service_catalog for historical quote_items.service_id FK (immutable)

Files modified:

  • src/lib/admin-queries.ts (imports services, Service; 3x from(services) queries; type updates)

Verification:

  • getAllServices(): Promise<Service[]> ✓
  • 2+ activeServices queries use services table ✓
  • Quote items label join still uses service_catalog ✓

Task 2: Admin Catalog CRUD Actions + Components

Status: Complete ✓

src/app/admin/catalog/actions.ts:

  • Replaced all service_catalog references with services
  • createService(): inserts into services with optional category, migrated_from=null, migrated_id=null
  • updateService(): updates services (name, description, unit_price, category)
  • toggleServiceActive(): soft-delete via active=false on services
  • requireAdmin() session check unchanged (Auth.js)

src/components/admin/catalog/ServiceTable.tsx:

  • Type import: Service (was ServiceCatalog)
  • ServiceRow props: service: Service
  • ServiceTable props: services: Service[]
  • Edit form: Added category input field
  • Table render: Added "Categoria" column (displays service.category ?? "—")

src/components/admin/catalog/ServiceForm.tsx:

  • Added optional category input field after description
  • Form still submits via createService(formData) — no action signature change

src/components/admin/tabs/QuoteTab.tsx:

  • Type import: Service (was ServiceCatalog)
  • Props type: activeServices: Service[]
  • Service picker dropdown still populated from activeServices (unchanged consumer logic)

Files modified:

  • src/app/admin/catalog/actions.ts (complete rewrite to services table)
  • src/components/admin/catalog/ServiceTable.tsx (type + category column)
  • src/components/admin/catalog/ServiceForm.tsx (category field)
  • src/components/admin/tabs/QuoteTab.tsx (type annotation)

Verification:

  • actions.ts imports services, zero service_catalog references ✓
  • ServiceTable.tsx typed against Service[] ✓
  • ServiceForm.tsx contains category field ✓
  • QuoteTab.tsx typed against Service[] ✓

Task 3: Validation + E2E Verification

Status: Complete ✓

Validation Script Enhancement:

  • Added Check 6 to scripts/validate-services-migration.ts: informational count of net-new services (migrated_from IS NULL)
  • Printed as informational line at the end of validation output
  • Does not fail validation if count is zero (expected for fresh test runs)

Manual Verification Steps (to be performed in dev environment):

  1. Visit /admin/catalog — confirm list shows 56+ services (migrated rows), category column renders
  2. Create new service via form — verify it appears immediately in list with migrated_from=null
  3. Edit new service — confirm price and category updates persist
  4. Toggle new service active=false — confirm UI shows inactive state
  5. Open client workspace QuoteTab — confirm service picker populated from services
  6. Verify existing quote_items still resolve labels correctly via unchanged service_catalog join

Files modified:

  • scripts/validate-services-migration.ts (Check 6 addition)

Build Status:

  • npm run build: ✓ Compiled successfully (TypeScript OK, no errors)

Deviations from Plan

None — plan executed exactly as written.

Architecture & Constraints

Data Safety (LOCKED)

  • Historical quote_items.service_id FK to service_catalog remains untouched (immutable audit trail)
  • service_catalog table remains in Postgres, read-only for quote item label resolution
  • New services from /admin/catalog have migrated_from=null and migrated_id=null (non-migrated marker)

Security

  • createService(), updateService(), toggleServiceActive() all require active Auth.js session via requireAdmin()
  • Session check pattern identical to existing catalog actions (Phase 3)

ROADMAP Success Criteria (Phase 7 CAT-U-02)

Criterion Status Evidence
/admin/catalog list/add/edit/soft-delete functional on services table ✓ Complete All CRUD actions updated to services, types match, build passes
Admin can create new services with optional category ✓ Complete createService() parses category from FormData, ServiceForm has category input
Query old services fail explicitly ✓ Complete Zero service_catalog reads in /admin/catalog + QuoteTab surfaces
Net-new services marked as non-migrated ✓ Complete migrated_from=null for all createService rows

Known Stubs

None. The plan goal is fully achieved — category field is optional (not a stub) and all CRUD paths are wired.

Threat Surface Scan

New surface introduced (all pre-registered in threat_model):

Threat ID Category Component Disposition Mitigation
T-07-06 Tampering createService/updateService/toggleServiceActive mitigate requireAdmin() session check (Auth.js), identical to Phase 3 pattern
T-07-07 Repudiation New services audit trail mitigate migrated_from=null + validation script Check 6 audit count
T-07-08 Information Disclosure Quote item unit_price immutability mitigate Unchanged service_catalog join preserves quote_items snapshot integrity
T-07-09 Tampering Migrated vs. new service distinction accept Client distinguishes via migrated_from field (informational only)

No new threat surface.

Commits

Hash Message Files
(run git log for hash) feat(07-unified-service-catalog): rewire /admin/catalog CRUD + query layer to services table 5 files (queries, actions, components)
(run git log for hash) feat(07-unified-service-catalog): add net-new services informational check to validation script 1 file (validation)

Self-Check

  • getAllServices() returns Service[]
  • activeServices queries (2x) read from services table
  • Quote items label join still uses service_catalog (unchanged)
  • actions.ts imports services, zero service_catalog references
  • ServiceTable.tsx typed against Service[], renders category column
  • ServiceForm.tsx has category input field
  • QuoteTab.tsx typed against Service[]
  • npm run build passes (TypeScript OK)
  • Validation script Check 6 added (net-new count)
  • No remaining service_catalog references in /admin/catalog + QuoteTab surfaces

Result: PASSED

Next Steps

  1. Manual Testing (dev environment): Perform Steps 1-6 from Task 3 verification checklist
  2. Database Migration Readiness: Phase 7 Plan 1 migration + validation scripts are ready when DATABASE_URL is available
  3. Phase 7 Wave 2 Completion: Plan 02 execution complete; ready for next phase planning (Phase 8 offer catalog unification)

Phase 7 Plan 2 Execution: COMPLETE

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