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PROGRESS.md — Agent State & Progress Tracker

Agent Instruction — READ THIS FILE FIRST, EVERY SESSION. This file tells you exactly where the project is. You do not need to re-read SPEC.md, DESIGN_SYSTEM.md, or GEMINI.md unless this file explicitly tells you to, or you are starting a brand new phase.

After completing ANY task — update this file before ending the session. Be specific. Future-you depends on it.

📍 Current Status

Current Status: Phase 12 Enhancements (Dashboard Chart) Last Completed Task: Replaced 6-month Revenue Trend with 12-month Revenue vs. Expenses comparison chart on the main dashboard. Next Task: Awaiting further instructions or project maintenance tasks. Blockers: None

✅ Completed Phases

  • Phase 1 — Foundation
  • Phase 2 — UI Component Library
  • Phase 3 — Settings
  • Phase 4 — Client & Project Management
  • Phase 5 — Subscription Tracking
  • Phase 6 — Scheduler & Email Reminders
  • Phase 7 — Renewal Tracker
  • Phase 8 — Invoice Generation
  • Phase 9 — Polish & QA
  • Phase 10 — Activity Logging (Custom)
  • Phase 11 — Notifications System (Real-time)
  • Phase 12 — Enhancements & Polish (Post-Launch)

🔄 Phase 1 — Foundation

Tasks

  • Install Laravel 12 (Updated to 13.1.1)
  • Install Breeze (Blade stack)
  • Install Livewire 3 (Updated to 4.1)
  • Install FlyonUI + configure Tailwind (v4)
  • Remove fluxui from the whole project and delete all references and files.
  • Install codeat3/blade-tabler-icons (Attempted; using blade-icons fallback)
  • Install barryvdh/laravel-dompdf
  • Create migration: clients
  • Create migration: projects
  • Create migration: subscriptions
  • Create migration: renewals
  • Create migration: invoices
  • Create migration: invoice_items
  • Create migration: settings
  • Run all migrations
  • Create Enum: SubscriptionStatus
  • Create Enum: ServiceType
  • Create Enum: PaymentStatus
  • Create Enum: InvoiceStatus
  • Create Model: Client
  • Create Model: Project
  • Create Model: Subscription
  • Create Model: Renewal
  • Create Model: Invoice
  • Create Model: InvoiceItem
  • Create Model: Setting
  • Create Service stub: NotificationService
  • Create Service stub: InvoicePdfService
  • Create Service stub: InvoiceNumberService
  • Seed default Settings
  • Verify auth login/logout works
  • Create layouts/app.blade.php
  • Create nav/sidebar.blade.php
  • Create nav/topbar.blade.php

Files Created

  • app/Enums/SubscriptionStatus.php
  • app/Enums/ServiceType.php
  • app/Enums/PaymentStatus.php
  • app/Enums/InvoiceStatus.php
  • app/Models/Client.php
  • app/Models/Project.php
  • app/Models/Subscription.php
  • app/Models/Renewal.php
  • app/Models/Invoice.php
  • app/Models/InvoiceItem.php
  • app/Models/Setting.php
  • app/Services/NotificationService.php
  • app/Services/InvoicePdfService.php
  • app/Services/InvoiceNumberService.php
  • app/Livewire/Dashboard/OverviewDashboard.php
  • resources/views/components/layouts/app.blade.php
  • resources/views/components/nav/sidebar.blade.php
  • resources/views/components/nav/topbar.blade.php
  • resources/views/components/nav/item.blade.php
  • resources/views/livewire/dashboard/overview-dashboard.blade.php

🔄 Phase 2 — UI Component Library

Tasks

  • <x-ui.page-header>
  • <x-ui.stat-card>
  • <x-ui.badge-status>
  • <x-ui.badge-payment>
  • <x-ui.data-table>
  • <x-ui.empty-state>
  • <x-ui.confirm-modal>
  • <x-ui.form-input>
  • <x-ui.form-select>
  • <x-ui.form-textarea>
  • <x-ui.action-menu>
  • Build /components-preview dev route to test all components

Files Created

  • resources/views/components/ui/page-header.blade.php
  • resources/views/components/ui/stat-card.blade.php
  • resources/views/components/ui/badge-status.blade.php
  • resources/views/components/ui/badge-payment.blade.php
  • resources/views/components/ui/data-table.blade.php
  • resources/views/components/ui/empty-state.blade.php
  • resources/views/components/ui/confirm-modal.blade.php
  • resources/views/components/ui/form-input.blade.php
  • resources/views/components/ui/form-select.blade.php
  • resources/views/components/ui/form-textarea.blade.php
  • resources/views/components/ui/action-menu.blade.php
  • app/Livewire/Dev/ComponentsPreview.php
  • resources/views/livewire/dev/components-preview.blade.php

🔄 Phase 3 — Settings

Tasks

  • AppSettings Livewire component
  • Logo file upload
  • All settings keys save and persist
  • Flash success on save
  • Verified: Setting::get() returns correct values

Files Created

  • app/Livewire/Settings/AppSettings.php
  • resources/views/livewire/settings/app-settings.blade.php

🔄 Phase 4 — Client & Project Management

Tasks

  • ClientIndex Livewire component
  • Refactored: Client creation & editing moved to Modal (removed standalone form)
  • Client validation (name required, email unique)
  • ProjectIndex Livewire component
  • ProjectForm Livewire component (create + edit)
  • Verified: create client → create project → relationship works

Files Created

  • app/Livewire/Clients/ClientIndex.php
  • resources/views/livewire/clients/client-index.blade.php
  • resources/views/components/icon-square-x.blade.php (Modal Close Icon)
  • app/Livewire/Projects/ProjectIndex.php
  • resources/views/livewire/projects/project-index.blade.php
  • app/Livewire/Projects/ProjectForm.php
  • resources/views/livewire/projects/project-form.blade.php

🔄 Phase 5 — Subscription Tracking

Tasks

  • SubscriptionIndex Livewire component
  • SubscriptionForm Livewire component
  • Traffic light badge using traffic_light accessor
  • Days until expiry shown per row
  • Dashboard stats wired up
  • Dashboard top 10 critical + warning lists

Files Created

  • app/Livewire/Subscriptions/SubscriptionIndex.php
  • resources/views/livewire/subscriptions/subscription-index.blade.php
  • app/Livewire/Subscriptions/SubscriptionForm.php
  • resources/views/livewire/subscriptions/subscription-form.blade.php
  • resources/views/components/icon-*.blade.php (Manual SVG set)

🔄 Phase 6 — Scheduler & Email Reminders

Tasks

  • CheckSubscriptionExpiries Artisan command
  • Registered in routes/console.php
  • SubscriptionReminderMail mailable
  • subscription-reminder.blade.php email view
  • Tested: command runs + email sends correctly
  • Tested: status updates work (Active → Expiring → Expired)

Files Created

  • app/Livewire/Renewals/RenewalTracker.php
  • resources/views/livewire/renewals/renewal-tracker.blade.php
  • app/Console/Commands/CheckSubscriptionExpiries.php
  • app/Mail/SubscriptionReminderMail.php
  • resources/views/emails/subscription-reminder.blade.php

🔄 Phase 8 — Invoice Generation

Tasks

  • InvoiceBuilder Livewire component
  • Auto-incremented invoice number generation
  • InvoicePdfService generates PDF to storage
  • Download PDF button works
  • Client Mailer (Mass Mailer): Bulk email system with template support
  • Mailer Integration: Shortcuts from Client List, Detail pages, and Renewal Tracker
  • Send invoice email button works
  • InvoiceIndex Livewire component

Files Created

  • app/Livewire/Invoices/InvoiceIndex.php
  • resources/views/livewire/invoices/invoice-index.blade.php
  • app/Livewire/Invoices/InvoiceBuilder.php
  • resources/views/livewire/invoices/invoice-builder.blade.php
  • app/Services/InvoiceNumberService.php
  • app/Services/InvoicePdfService.php
  • resources/views/pdf/invoice.blade.php
  • app/Mail/InvoiceMail.php
  • resources/views/emails/invoice-mail.blade.php
  • database/migrations/2026_03_19_171947_update_invoicing_tables_schema.php

🔄 Phase 9 — Polish & QA

Tasks

  • Custom error pages (404/500) implemented
  • Soft deletes verified for all models
  • Empty states on all list pages
  • Mobile responsiveness verified & drawer implemented
  • UI Consistency: replaced 'ghost-btn' with 'btn-soft'
  • php artisan storage:link run
  • .env review — no hardcoded values
  • Cron entry documented in README

Files Created

  • resources/views/errors/404.blade.php
  • resources/views/errors/500.blade.php
  • app/Models/Invoice.php (Updated with SoftDeletes)
  • database/migrations/2026_03_19_172943_add_soft_deletes_to_invoices_table.php
  • resources/views/components/layouts/app.blade.php (Updated for Drawer)
  • resources/views/components/nav/topbar.blade.php (Updated for Drawer/Icons)
  • resources/views/components/nav/sidebar.blade.php (Updated for Drawer)
  • resources/js/app.js (Updated for FlyonUI)
  • database/migrations/2026_03_19_185412_create_mail_templates_table.php
  • app/Models/MailTemplate.php
  • database/seeders/MailTemplateSeeder.php
  • app/Livewire/MailTemplates/MailTemplateIndex.php
  • resources/views/livewire/mail-templates/mail-template-index.blade.php
  • resources/views/components/icon-send.blade.php
  • app/Mail/InvoiceMail.php (Updated with hardening)
  • app/Mail/GenericClientMail.php (NEW)
  • resources/views/emails/generic-client-mail.blade.php (NEW)
  • app/Livewire/MailTemplates/DirectMailer.php (NEW)
  • resources/views/livewire/mail-templates/direct-mailer.blade.php (NEW)
  • resources/views/livewire/clients/client-index.blade.php (Updated with shortcuts)
  • resources/views/livewire/clients/client-show.blade.php (Updated with Communication dropdown)
  • resources/views/livewire/renewals/renewal-tracker.blade.php (Updated with shortcuts)

🔄 Phase 10 — Activity Logging (Custom)

Tasks

  • Create activity_logs migration & model
  • Create LogsActivity trait for automatic model event tracking
  • Apply LogsActivity to all primary models (Client, Project, Subscription, etc.)
  • Create ActivityLogService for manual logging (Auth, Mail)
  • Implement ActivityLogIndex Livewire component & search view
  • Verified: login, model creation, and property inspection work correctly

Files Created

  • database/migrations/2026_03_19_223312_create_activity_logs_table.php
  • app/Models/ActivityLog.php
  • app/Traits/LogsActivity.php
  • app/Services/ActivityLogService.php
  • app/Livewire/ActivityLogs/ActivityLogIndex.php
  • resources/views/livewire/activity-logs/activity-log-index.blade.php
  • resources/views/components/icon-clipboard-list.blade.php

🐛 Known Issues & Notes

# Issue / Note Phase Resolution
3 FlyonUI CSS syntax error 9 Patched node_modules (Missed semicolon in switches.css/flyonui.css).
4 Persistent 500 for flyonui.css in Dev 9 Vite 8 fails to serve the raw CSS from node_modules. Resolved via @import in app.css and Alpine-based modal logic.

📦 Installed Packages Log

  • laravel/breeze
  • livewire/livewire
  • barryvdh/laravel-dompdf
  • codeat3/blade-tabler-icons (Attempted)
  • blade-ui-kit/blade-icons (Fallback)
  • flyonui (npm)
  • tailwindcss (npm v4)

🗄️ Database State

Migration Created Run
create_clients_table [X] [X]
create_projects_table [X] [X]
create_subscriptions_table [X] [X]
create_renewals_table [X] [X]
create_invoices_table [X] [X]
create_invoice_items_table [X] [X]
create_settings_table [X] [X]

🔑 Session Log

Session Date What Was Done Ended At
1 2026-03-19 Executed Phase 1 Foundation: migrations, models, enums, services, layouts, dashboard. Phase 1 end
2 2026-03-19 Executed Phase 2 UI Component Library: 11 atomic components + Preview Route. Phase 2 end
3 2026-03-19 Executed Phase 3 Settings: AppSettings component, logo upload, persistence. Phase 3 end
5 2026-03-19 Debugging: Mass removal of Flux UI remnants from auth/layouts after crash. Phase 4 stable
6 2026-03-19 Executed Phase 5 Subscription Tracking: CRUD, traffic light logic, dashboard stats. Phase 5 end
7 2026-03-19 Executed Phase 6 Scheduler: Artisan command, status updates, email reminders. Phase 6 end
8 2026-03-19 Executed Phase 7 Renewal Tracker: Component, date-rolling logic, renewal history. Phase 7 end
9 2026-03-19 Executed Phase 8 Invoice Generation: Full billing suite with PDF and Email delivery. Phase 8 end
11 2026-03-19 Executed Phase 9 Polish & QA: Custom errors, Responsive Drawer, Soft Delete Audit, and global UI hardening. Project Handover
12 2026-03-19 Client Modal Refactor: Migrated create/edit logic to ClientIndex modal and removed redundant routes. Final Review
13 2026-03-19 Mail Templates Management: Created DB-backed templates, Livewire editor, and integrated with UserInvite, Reminder, and Invoice mailables. Handover
14 2026-03-19 Client Mailer: Implemented Mass Mailer UI, GenericClientMail, and fixed Invoice test 500 error. Handover
15 2026-03-19 Mailer Integration: Added communication shortcuts and deep-linking from Client pages and Renewal Tracker to the Mailer. Handover
16 2026-03-19 Activity Logging System: Implemented custom audit log system with automated model tracking and manual event hooks. Handover
17 2026-03-19 Notification System: Implemented real-time Alerts with Top Nav bell badge and FlyonUI Slideover drawer. Handover
18 2026-03-20 Bug Fixes & UI Refinement: Resolved Project Index crash, hardened all indices and show pages, fixed clipping, and implemented color-coded auto-unfolding action menus. Handover
19 2026-03-20 Project Refactoring: Converted Project creation and editing into a modal-based workflow, removing dedicated full-page routes. Handover
20 2026-03-20 Bug Fixes & UI Hardening: Fixed UserShow.php parse error, resolved email rendering issues, fixed modal visibility, and completed application-wide button alignment fix. Handover
21 2026-03-20 Direct Mailer Redesign: Transformed the mailer into a premium 2-column interface with avatars, templates, and interactive placeholders. Handover
22 2026-03-20 Documentation: Added product dashboard image to the root README.md. Handover
23 2026-03-21 UI Enhancement: Implemented universal table sorting functionality using a new WithSorting Livewire trait. Applied custom default sorting per section constraints. Handover
24 2026-03-21 New Feature: Built the Finance Dashboard (/finances) with core revenue, MRR, and cost metrics, plus recent payments and upcoming renewals components. Handover
25 2026-03-21 Phase 12 Enhancements: Interactive revenue charts, CSV exports, bulk subscription actions, and UI polish with loading indicators. Phase 12 end
26 2026-03-21 Database Seeding Fix: Refactored seeders to use firstOrCreate to prevent unique constraint violations on re-runs. Final handover
27 2026-03-21 Dashboard Enhancement: Migrated the "Revenue vs. Expenses" comparison chart from Finance to Overview Dashboard. Handover

This file is the single source of truth for project progress. It is updated by the agent at the end of every session, no exceptions.