Record Adopt-the-Pipeline deployed live (v0.1.0:87)

Box and repo now on v0.1.0:87: StartOS chain ...86->87 clean,
0005_grid_pipeline_link.sql applied on the box, server up on :8080.
Next is an in-room/board live-smoke of the Add-to-Pipeline round-trip.
This commit is contained in:
Keysat
2026-06-18 07:54:19 -05:00
parent 7f9a15ebf3
commit 4df104b119
2 changed files with 4 additions and 4 deletions
+1 -1
View File
@@ -173,7 +173,7 @@ Open design questions (settled at build time): send time = **6 PM box-local** (c
- **Dashboard KPIs repointed:** "Total Committed" now sums `fundraising_investors.total_invested` (the canonical grid rollup), **excluding graveyarded investors** so the headline reflects live committed capital — a deliberate divergence from `/api/fundraising/relational-summary`, which sums all rows. "Total Funded" dropped — the grid has no funded-vs-committed concept and the frontend never rendered it. (If a funded/wired status is wanted later, that's a new grid feature, not a revival of lp_profiles.) Regression-guarded by `test_dashboard_report.py`.
- **Left in place (intentional):** the empty `lp_profiles` table + index (no destructive drop, per never-hard-delete); the contact-delete soft-delete cascade; the `--reset-all-data` clear; and the inert MOCK_MODE `mockDb.lp_profiles` fixtures (dev-only fallback, never hits the backend — its dashboard mock still reads mock lp_profiles, a known dev-only divergence from the real backend). Updated `test_soft_delete_reads.py` to drop the now-removed `lp_profile` assertions (kept its org `total_funded` opportunities-aggregate checks).
**Adopt the Pipeline — wire it to the grid. — BUILT + locally verified 2026-06-17 (v0.1.0:87); s9pk build + box install pending.** *(Was: second build after the Matrix-bridge intake.)*
**Adopt the Pipeline — wire it to the grid. — DEPLOYED & verified live 2026-06-18 (v0.1.0:87; migration chain …86→87 clean, `0005_grid_pipeline_link.sql` applied on the box, server up); in-room/board live-smoke still pending.** *(Was: second build after the Matrix-bridge intake.)*
- Pipeline (`opportunities`) is fully built and functional but unused. Keep it: it's the one classic surface that tracks something the grid doesn't — a forward-looking deal funnel (stage, `expected_amount × probability`, owner, close date) vs. the grid's actual committed dollars + flags.
- New idea (Grant, 2026-06-16): let users **flag an investor in the grid as a pipeline opportunity** (a grid column/control) so it **auto-creates / syncs an `opportunities` row** that loads into the Pipeline board. Design the grid↔pipeline link (which fund seeds it? what sets stage/expected amount? keep them reconciled). Turns Pipeline from a disconnected second data-entry surface into a view driven by the canonical grid.
- Revisit the stray contact-create side-door (the "Create Opportunity" modal `POST /api/contacts`) once the grid-driven flow exists.