Retire the Pipeline page's "+ New Opportunity" button (v0.1.0:88)

Opportunities are now born only from a fundraising-grid investor row
("+ Pipeline"), which matches how the team works — they live in the grid,
not on the board. The old "+ New Opportunity" button created a deal by
picking a contact, a path that contradicts the grid-is-canonical model and
the contact-vs-investor framing.

Remove the button, its create-by-contact modal, the now-dead handler/state,
and the Pipeline page's unused /api/contacts fetch. Replace the button with a
muted "Add deals from the Fundraising Grid" hint. The board is now a view +
stage-management surface. Frontend-only; no backend or schema change.

Render-smoke green.
This commit is contained in:
Keysat
2026-06-18 08:25:14 -05:00
parent 4df104b119
commit 114916b789
6 changed files with 31 additions and 118 deletions
+3 -2
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@@ -52,8 +52,9 @@ export const PACKAGE_TITLE = 'Ten31 Database'
// * 0.1.0:84 (Matrix intake bot CRM support — ships the server side of commit 7ad0ee7, which was never packaged: new read-only GET /api/intake/match [new-vs-existing lookup against the canonical fundraising grid blob; returns the grid row id so an approved note lands on the matched investor, no duplicate] + source provenance on POST /api/fundraising/log-communication [audit records source, default "fundraising_grid"]; code-only, no schema change)
// * 0.1.0:85 (cosmetic: drop the redundant "[note]" tag from the fundraising-grid note line — now "YYYY-MM-DD Contact: summary"; informative comm types [call, meeting, …] keep their "[type]" tag; shared by the Matrix intake bot + grid-UI logging; no schema change)
// * 0.1.0:86 (Matrix intake fuzzy matching: GET /api/intake/match now returns ranked `candidates` [fuzzy near-matches — deterministic difflib name similarity + token overlap + email edit-distance ≤ 2, legal-suffix-aware] alongside the exact `match`, so the bot can surface near-duplicates ["Charlie"/"Charles", "Acme Capital"/"Acme Capital LLC", a one-char email typo] for human confirmation instead of silently creating a second investor; the bot-side disambiguation + conversational-edit UX ships on the Spark, not the s9pk; code-only, no schema change)
// * Current: 0.1.0:87 (Adopt the Pipeline — grid drives the deal board: new "Add to Pipeline" row action creates+links an opportunity via opportunities.fundraising_investor_id [migration 0005, additive], reusing the grid's synced contact [no POST /api/contacts side-door] and mapping the grid lead→owner; idempotent [one live opp/investor, re-link never reseeds board-owned stage/probability]; read-only Pipeline + Pipeline Stage grid columns derived live from the linked opp; "Remove from Pipeline" soft-deletes the opp [grid row untouched]; deleting a grid investor archives its orphaned opp; folds in the soft-delete fix for the pipeline report + dashboard aggregates [archived opps no longer counted])
export const PACKAGE_VERSION = '0.1.0:87'
// * 0.1.0:87 (Adopt the Pipeline — grid drives the deal board: new "Add to Pipeline" row action creates+links an opportunity via opportunities.fundraising_investor_id [migration 0005, additive], reusing the grid's synced contact [no POST /api/contacts side-door] and mapping the grid lead→owner; idempotent [one live opp/investor, re-link never reseeds board-owned stage/probability]; read-only Pipeline + Pipeline Stage grid columns derived live from the linked opp; "Remove from Pipeline" soft-deletes the opp [grid row untouched]; deleting a grid investor archives its orphaned opp; folds in the soft-delete fix for the pipeline report + dashboard aggregates [archived opps no longer counted])
// * Current: 0.1.0:88 (frontend-only: retire the Pipeline page's "+ New Opportunity" button + its create-by-contact modal — opportunities are now born only from a fundraising-grid investor row ["+ Pipeline"], so the board is a view + stage-management surface; replaced the button with a muted "Add deals from the Fundraising Grid" hint; removed the now-dead handler/state + the page's unused /api/contacts fetch)
export const PACKAGE_VERSION = '0.1.0:88'
export const DATA_MOUNT_PATH = '/data'
export const WEB_PORT = 8080
+3 -2
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@@ -48,8 +48,9 @@ import { v_0_1_0_84 } from './v0.1.0.84'
import { v_0_1_0_85 } from './v0.1.0.85'
import { v_0_1_0_86 } from './v0.1.0.86'
import { v_0_1_0_87 } from './v0.1.0.87'
import { v_0_1_0_88 } from './v0.1.0.88'
export const versionGraph = VersionGraph.of({
current: v_0_1_0_87,
other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51, v_0_1_0_52, v_0_1_0_53, v_0_1_0_54, v_0_1_0_55, v_0_1_0_56, v_0_1_0_57, v_0_1_0_58, v_0_1_0_59, v_0_1_0_60, v_0_1_0_61, v_0_1_0_62, v_0_1_0_63, v_0_1_0_64, v_0_1_0_65, v_0_1_0_66, v_0_1_0_67, v_0_1_0_68, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82, v_0_1_0_83, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86],
current: v_0_1_0_88,
other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51, v_0_1_0_52, v_0_1_0_53, v_0_1_0_54, v_0_1_0_55, v_0_1_0_56, v_0_1_0_57, v_0_1_0_58, v_0_1_0_59, v_0_1_0_60, v_0_1_0_61, v_0_1_0_62, v_0_1_0_63, v_0_1_0_64, v_0_1_0_65, v_0_1_0_66, v_0_1_0_67, v_0_1_0_68, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82, v_0_1_0_83, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86, v_0_1_0_87],
})
+20
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@@ -0,0 +1,20 @@
import { VersionInfo } from '@start9labs/start-sdk'
// Frontend-only follow-up to Adopt the Pipeline (v0.1.0:87). Retires the Pipeline page's
// "+ New Opportunity" button and its create-by-contact modal: an opportunity is now born
// ONLY from a fundraising-grid investor row ("+ Pipeline"), which matches how the team
// actually works (they live in the grid, not on the board). The board becomes a view +
// stage-management surface. The button is replaced with a muted "Add deals from the
// Fundraising Grid" hint; the dead handler/state and the page's unused /api/contacts fetch
// are removed. No schema change, no backend change.
export const v_0_1_0_88 = VersionInfo.of({
version: '0.1.0:88',
releaseNotes: {
en_US: [
'Pipeline board: removed the "+ New Opportunity" button — deals are now added only',
'from an investor row in the Fundraising Grid ("+ Pipeline"), keeping the grid the',
'single place you create work. No data changes.',
].join(' '),
},
migrations: { up: async () => {}, down: async () => {} },
})