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
@@ -103,9 +103,9 @@ Subsystem rules live in `docs/guides/` and lazy-load in Claude Code via `.claude
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## Current state
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_Phase 0 + Phase 1 built; **box and repo at v0.1.0:87** (deployed & verified live 2026-06-18; migration chain …86→87 clean, `0005_grid_pipeline_link.sql` applied on the box, server up on :8080). **The fundraising grid + email capture is the canonical system of record** (2026-06-16) — vestigial classic-CRM surfaces get pruned/repurposed. Deploy/feature history lives in git log + `start9/0.4/startos/versions/`; longer-term backlog + debt in `ROADMAP.md` / `EVALUATION.md`._
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_Phase 0 + Phase 1 built; **box live on v0.1.0:87; repo at v0.1.0:88** (v87 deployed & verified live 2026-06-18 — chain …86→87 clean, `0005_grid_pipeline_link.sql` applied on the box, server up; v88 = frontend-only Pipeline cleanup, build+deploy pending). **The fundraising grid + email capture is the canonical system of record** (2026-06-16) — vestigial classic-CRM surfaces get pruned/repurposed. Deploy/feature history lives in git log + `start9/0.4/startos/versions/`; longer-term backlog + debt in `ROADMAP.md` / `EVALUATION.md`._
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- **Adopt the Pipeline — grid drives the deal board — DEPLOYED & verified live 2026-06-18 (v0.1.0:87); in-room/board live-smoke still pending.** An **"Add to Pipeline"** row action on the fundraising grid opens a seed modal (primary contact / target fund / expected amount / stage / probability) and creates a durably-linked `opportunities` row via the new **`opportunities.fundraising_investor_id`** (migration 0005, additive + reversible). **Grid owns the link + seed; the board owns stage/probability/owner** — a grid save never reseeds a live opp (`POST /api/fundraising/pipeline/link` is idempotent, one live opp/investor). Contact is **reused from the grid's synced `fundraising_contacts.contact_id`** (the `POST /api/contacts` side-door is gone); grid `lead`→owner. Two **read-only** grid columns (Pipeline action + Pipeline Stage) are **injected on read** from the live opp and **stripped on write** (never persisted, never dirty the autosave). **Remove from pipeline** (`POST .../unlink`) **soft-deletes the opp; the grid row stays fully intact**; deleting an investor from the grid archives its orphaned opp (`reconcile_grid_pipeline_links`, after `sync_fundraising_relational`). **Folded in:** the standing P2 soft-delete leak in `handle_pipeline_report` + dashboard pipeline aggregates (archived opps no longer counted). Tests: `backend/test_grid_pipeline_link.py`; 28/28 suite green, render-smoke green; migration verified on a copy of `data/crm.db` and **applied clean on the box**. **Next: live-smoke on the box — add an investor to the pipeline, confirm it lands on the board, advance a stage, and remove (opp archived, grid row intact).** Detail + locked decisions in `ROADMAP.md` "Adopt the Pipeline".
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- **Adopt the Pipeline — grid drives the deal board — DEPLOYED & verified live 2026-06-18 (v0.1.0:87; board renders live). v88 (frontend-only, build+deploy pending): retired the Pipeline page's "+ New Opportunity" button + its create-by-contact modal** — opportunities are now born **only** from a grid investor row (matches how the team works; the board is view + stage-management). An **"Add to Pipeline"** row action on the fundraising grid opens a seed modal (primary contact / target fund / expected amount / stage / probability) and creates a durably-linked `opportunities` row via the new **`opportunities.fundraising_investor_id`** (migration 0005, additive + reversible). **Grid owns the link + seed; the board owns stage/probability/owner** — a grid save never reseeds a live opp (`POST /api/fundraising/pipeline/link` is idempotent, one live opp/investor). Contact is **reused from the grid's synced `fundraising_contacts.contact_id`** (the `POST /api/contacts` side-door is gone); grid `lead`→owner. Two **read-only** grid columns (Pipeline action + Pipeline Stage) are **injected on read** from the live opp and **stripped on write** (never persisted, never dirty the autosave). **Remove from pipeline** (`POST .../unlink`) **soft-deletes the opp; the grid row stays fully intact**; deleting an investor from the grid archives its orphaned opp (`reconcile_grid_pipeline_links`, after `sync_fundraising_relational`). **Folded in:** the standing P2 soft-delete leak in `handle_pipeline_report` + dashboard pipeline aggregates (archived opps no longer counted). Tests: `backend/test_grid_pipeline_link.py`; 28/28 suite green, render-smoke green; migration verified on a copy of `data/crm.db` and **applied clean on the box**. **Next: live-smoke on the box — add an investor to the pipeline, confirm it lands on the board, advance a stage, and remove (opp archived, grid row intact).** Detail + locked decisions in `ROADMAP.md` "Adopt the Pipeline".
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- **Matrix intake bot — DEPLOYED & LIVE (2026-06-17), `backend/matrix_intake/`:** a separate-process bot (its `matrix-nio` dep isolated from the stdlib CRM) turning a typed Matrix-room message into a proposed fundraising-grid add/edit, written only after **in-thread human approval** (`yes`/`edit field=value`/`no`). Parse = local Qwen via Spark Control (no Claude/scrub, like the digest); writes reuse the CRM's own `POST /api/fundraising/log-communication` tagged `source="matrix_intake"`; new-vs-existing via read-only `GET /api/intake/match` (returns the grid row id → no duplicate). **Runs on the Spark as a docker-compose service** (`modelo32`, container `matrix-intake`, `restart: unless-stopped` → survives a reboot; `docker-compose.yml` at the repo root + `backend/matrix_intake/Dockerfile` bundling `backend/matrix_intake` + the stdlib `backend/ingest` Spark client; retired the old nohup launch, 2026-06-17). A spark-control dashboard card is still pending (handoff: `docs/handoffs/add-intake-bot-to-spark-control.md`). **Live-smoked end-to-end** (new-investor create + existing-investor note matched & appended, no dup). Server side shipped to the box as **v0.1.0:84** (`/api/intake/match` + `source` provenance — these were missing on v83, so the bot 404'd until v84); then UX adds: main-timeline nudge pointer, top-level-`yes`→thread redirect, clearer commit wording, note text in the grid line (v85 dropped the `[note]` tag). M3 (business-card photo) deferred (no Spark vision model). Guide: `docs/guides/matrix-intake.md`.
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- **Matrix intake — fuzzy-match + conversational-edit pass — DEPLOYED & LIVE 2026-06-17 (box on v0.1.0:86, bot restarted on the Spark; `candidates` endpoint verified live); `revise` leg live-smoked 2026-06-17, fuzzy disambiguation grammar still un-smoked.** Closes the two locked post-deploy enhancements (ROADMAP). **(a) Fuzzy matching (server-side, ships in the s9pk):** `find_intake_candidates` in `server.py` (deterministic — stdlib `difflib` name similarity + token-set Jaccard, legal-suffix-aware via `_strip_legal_suffix`, + email Levenshtein ≤ 2; ranked, ≥0.62, top 5); `GET /api/intake/match` now returns `{match, candidates}`. The bot surfaces a numbered shortlist (`_stage="disambiguate"`) so a near-duplicate ("Charlie"/"Charles", "Acme Capital"/"Acme Capital LLC", a one-char email typo) is **confirmed by a human** instead of silently creating a second investor — never auto-attached. **The optional LLM-judge re-rank was deferred** (deterministic filter already surfaces the cases; LLM is the right shortlist *pruner* if noise proves real). **(b) Conversational edits (bot-side, ships on the Spark):** any in-thread reply that isn't `yes`/`no`/`edit field=value` → `parse.revise` re-runs `{proposal + instruction}` through local Qwen and re-renders the card; **email integrity preserved** (a changed address must literally appear in the instruction; the model's email field is never trusted); no-op revisions re-prompt (`same_fields`). **Deploy is split:** the `candidates` need an **s9pk build+install** (v86); the bot's disambiguation+revise need a **Spark `git pull` + restart** — a bot restart alone won't deliver `candidates` (box returns `[]`, bot safely proposes new). Tests green; the Qwen `revise` leg is now live-smoked (2026-06-17, with the roster fix below); the fuzzy **disambiguation** numbered-pick grammar is the one in-room path still un-smoked. Guide updated.
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@@ -179,6 +179,7 @@ Open design questions (settled at build time): send time = **6 PM box-local** (c
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- Revisit the stray contact-create side-door (the "Create Opportunity" modal `POST /api/contacts`) once the grid-driven flow exists.
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**As built (decisions locked with Grant 2026-06-17):** UX = **row action + seed modal** ("Add to Pipeline" per grid row → captures primary contact / target fund / expected amount / stage / probability). The durable link is `opportunities.fundraising_investor_id` (**migration 0005**, additive + reversible); "is in pipeline?" / "what stage?" are **derived from a live opp join**, never a denormalized flag (no drift). **Ownership split:** the grid owns whether the link exists + the seed; the **board owns stage/probability/owner/close/next-step** — a grid save never reseeds a live opp (`POST /api/fundraising/pipeline/link` is idempotent: one live opp/investor, re-link returns the existing one). Contact is **reused from the grid's synced `fundraising_contacts.contact_id`** — the `POST /api/contacts` side-door is **gone**. Grid `lead` → opp owner (fallback acting user). Two **read-only** grid columns (Pipeline action + Pipeline Stage) injected on read; their row values are stripped on write so they never persist or dirty the autosave. **Remove from pipeline** (`POST .../unlink`) **soft-deletes the opp; the grid row is left fully intact** (Grant's explicit ask). Deleting an investor from the grid archives its orphaned opp (`reconcile_grid_pipeline_links`, called after `sync_fundraising_relational`). **Folded in:** the P2 soft-delete leak in `handle_pipeline_report` + dashboard pipeline aggregates (archived opps no longer counted). Tests: `backend/test_grid_pipeline_link.py` (link/idempotent/round-trip/guards/unlink-intact/re-link/orphan/aggregates), 28/28 suite green, render-smoke green. **Deploy:** server-side → needs an **s9pk build + install** (v87); get authorization first.
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- **Follow-up (v0.1.0:88, frontend-only, build+deploy pending):** retired the Pipeline page's **"+ New Opportunity"** button + its create-by-contact modal — an opportunity is now born **only** from a fundraising-grid investor row ("+ Pipeline"), matching how the team works (they live in the grid). The board is now a view + stage-management surface; button replaced with a muted "Add deals from the Fundraising Grid" hint. Removed the dead handler/state + the page's unused `/api/contacts` fetch.
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- **Deferred (not built):** no write-back of committed dollars into grid fund cells (grid stays canonical for committed $); a graveyarded investor with a live opp still shows its stage (deliberate — a live deal is a live deal).
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**Keep the Contacts table — as the read-only per-person directory it already is.** Confirmed 2026-06-16: the grid models **investor entity → many people** correctly today. The grid "contacts" column is a multi-pill editor; each pill syncs to a `fundraising_contacts` row AND its own classic `contacts` row (5-person family office → 1 investor + 5 contacts, linked via `fundraising_contacts.contact_id`, migration 0004). The Contacts page is **read-only for creation** (header: "added from the Fundraising Grid"; no New-Contact button), edit-only via the detail slide-over — the desired flow already holds. Email capture already rolls **multiple people up to one investor** (matcher indexes each pill's email separately, all → same `fundraising_investor_id`; `email_investor_links` records both investor and specific person). No build here — future email-surfacing UI should present comms grouped by investor across all its people.
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+2
-112
@@ -3891,11 +3891,7 @@
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const PipelinePage = ({ token, onShowToast }) => {
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const [opportunities, setOpportunities] = useState([]);
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const [contacts, setContacts] = useState([]);
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const [loading, setLoading] = useState(true);
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const [showForm, setShowForm] = useState(false);
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const [formData, setFormData] = useState({ stage: 'lead', priority: 'medium', contact_id: '' });
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const [formError, setFormError] = useState('');
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const [selectedOpp, setSelectedOpp] = useState(null);
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const [confirmDelete, setConfirmDelete] = useState(null);
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@@ -3905,12 +3901,8 @@
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const fetchOpportunities = async () => {
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try {
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setLoading(true);
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const [oppResult, contactResult] = await Promise.all([
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api('/api/opportunities?limit=1000', {}, token),
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api('/api/contacts?limit=1000', {}, token)
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]);
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const oppResult = await api('/api/opportunities?limit=1000', {}, token);
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setOpportunities(oppResult.data || []);
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setContacts(contactResult.data || []);
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} catch (err) {
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onShowToast(getErrorMessage(err, 'Failed to load pipeline'), 'error');
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} finally {
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@@ -3921,27 +3913,6 @@
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fetchOpportunities();
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}, [token, onShowToast]);
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const handleAddOpportunity = async (e) => {
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e.preventDefault();
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setFormError('');
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try {
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await api('/api/opportunities', {
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method: 'POST',
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body: JSON.stringify(formData)
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}, token);
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setShowForm(false);
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setFormData({ stage: 'lead', priority: 'medium', contact_id: '' });
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const result = await api('/api/opportunities?limit=1000', {}, token);
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setOpportunities(result.data || []);
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onShowToast('Opportunity created', 'success');
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} catch (err) {
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setFormError(err.message);
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}
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};
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const handleDeleteOpp = async (id) => {
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try {
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await api(`/api/opportunities/${id}`, { method: 'DELETE' }, token);
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@@ -4000,7 +3971,7 @@
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<div className="page-container">
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<div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', marginBottom: '20px' }}>
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<h2 className="section-title">Pipeline</h2>
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<button onClick={() => setShowForm(true)}>+ New Opportunity</button>
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<span style={{ fontSize: '12px', color: '#8ea2b7' }}>Add deals from the Fundraising Grid — "+ Pipeline" on an investor row</span>
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</div>
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{loading ? (
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@@ -4041,87 +4012,6 @@
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</>
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)}
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{showForm && (
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<div className="modal-overlay">
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<div className="modal">
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<div className="modal-header">New Opportunity</div>
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{formError && <div className="toast error" style={{ position: 'static', marginBottom: '16px' }}>{formError}</div>}
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<form onSubmit={handleAddOpportunity}>
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<div className="form-group">
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<label className="form-label">Opportunity Name *</label>
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<input
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type="text"
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className="text-input"
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value={formData.name || ''}
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onChange={(e) => setFormData({ ...formData, name: e.target.value })}
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required
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/>
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</div>
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<div className="form-group">
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<label className="form-label">Contact *</label>
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<select
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className="select-input"
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value={formData.contact_id || ''}
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onChange={(e) => setFormData({ ...formData, contact_id: e.target.value })}
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required
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>
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<option value="">Select contact</option>
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{contacts.map((c) => (
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<option key={c.id} value={c.id}>{contactName(c)}</option>
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))}
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</select>
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</div>
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<div className="form-group">
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<label className="form-label">Stage</label>
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<select
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className="select-input"
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value={formData.stage}
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onChange={(e) => setFormData({ ...formData, stage: e.target.value })}
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>
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{stages.map(s => (
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<option key={s} value={s}>{s.replace(/_/g, ' ')}</option>
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))}
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</select>
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</div>
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<div className="form-group">
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<label className="form-label">Expected Amount</label>
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<input
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type="number"
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className="text-input"
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value={formData.expected_amount || ''}
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onChange={(e) => setFormData({ ...formData, expected_amount: parseFloat(e.target.value) })}
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/>
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</div>
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<div className="form-group">
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<label className="form-label">Priority</label>
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<select
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className="select-input"
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value={formData.priority}
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onChange={(e) => setFormData({ ...formData, priority: e.target.value })}
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>
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<option value="low">Low</option>
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<option value="medium">Medium</option>
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<option value="high">High</option>
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</select>
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</div>
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<div className="form-group">
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<label className="form-label">Fund Name</label>
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<input
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type="text"
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className="text-input"
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value={formData.fund_name || ''}
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onChange={(e) => setFormData({ ...formData, fund_name: e.target.value })}
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/>
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</div>
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<div className="form-actions">
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<button type="button" className="button-secondary" onClick={() => setShowForm(false)}>Cancel</button>
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<button type="submit">Create</button>
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</div>
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</form>
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</div>
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</div>
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)}
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{selectedOpp && (
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<OpportunityDetailPanel
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opp={selectedOpp}
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@@ -52,8 +52,9 @@ export const PACKAGE_TITLE = 'Ten31 Database'
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// * 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)
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// * 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)
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// * 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)
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// * 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])
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export const PACKAGE_VERSION = '0.1.0:87'
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// * 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])
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// * 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)
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export const PACKAGE_VERSION = '0.1.0:88'
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export const DATA_MOUNT_PATH = '/data'
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export const WEB_PORT = 8080
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@@ -48,8 +48,9 @@ import { v_0_1_0_84 } from './v0.1.0.84'
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import { v_0_1_0_85 } from './v0.1.0.85'
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import { v_0_1_0_86 } from './v0.1.0.86'
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import { v_0_1_0_87 } from './v0.1.0.87'
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import { v_0_1_0_88 } from './v0.1.0.88'
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export const versionGraph = VersionGraph.of({
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current: v_0_1_0_87,
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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],
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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],
|
||||
})
|
||||
|
||||
@@ -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 () => {} },
|
||||
})
|
||||
Reference in New Issue
Block a user