Adopt the Pipeline: grid-driven opportunities link (v0.1.0:87)

The fundraising grid (canonical) now drives the classic opportunities
Pipeline board, instead of the board being a disconnected second data-entry
surface. An "Add to Pipeline" row action creates a durably-linked opportunity
via the new opportunities.fundraising_investor_id (migration 0005, additive +
reversible), reusing the grid's already-synced contact — retiring the
POST /api/contacts side-door — and mapping the grid lead to the opp owner.

Ownership is split so the two stay reconciled: the grid owns whether the link
exists and the seed; the board owns stage/probability/owner. The link endpoint
is idempotent (one live opp per investor; a re-link never reseeds funnel
fields). "Is in pipeline?"/"what stage?" are derived from a live opp join and
injected as read-only grid columns on read, stripped on write, so they never
persist or dirty the autosave. Remove-from-pipeline soft-deletes the opp and
leaves the grid row fully intact; deleting an investor from the grid archives
its orphaned opp.

Also fixes the standing soft-delete leak in handle_pipeline_report and the
dashboard pipeline aggregates, which counted tombstoned opportunities.

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.

start9/0.4/startos/utils.ts

@@ -51,8 +51,9 @@ export const PACKAGE_TITLE = 'Ten31 Database'
 //   * 0.1.0:83 (email search/query + windowed digest preview, code-only: Communications investor dropdown now mirrors the list with typed keys [fund:/org:/contact:] so classic-contact/org-domain matches show + are pickable [fixes the empty-dropdown bug], plus a date-range filter, a click-to-expand full-body view [GET /api/email/detail], and a semantic "Search content" mode over indexed email bodies [GET /api/email/search -> ingest hybrid_search, soft-delete-filtered, 503 if Spark/Qdrant down]; Daily Digest gains an in-app windowed preview before send [POST /api/admin/digest/preview, send-now takes the same window] that exercises the real Spark summarizer without touching the daily cursor)
 //   * 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)
-//   * Current:        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)
-export const PACKAGE_VERSION = '0.1.0:86'
+//   * 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'
 
 export const DATA_MOUNT_PATH = '/data'
 export const WEB_PORT = 8080

start9/0.4/startos/versions/index.ts

@@ -47,8 +47,9 @@ import { v_0_1_0_83 } from './v0.1.0.83'
 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'
 
 export const versionGraph = VersionGraph.of({
-  current: v_0_1_0_86,
-  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],
+  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],
 })

start9/0.4/startos/versions/v0.1.0.87.ts

@@ -0,0 +1,25 @@
+import { VersionInfo } from '@start9labs/start-sdk'
+
+// Adopt the Pipeline — the fundraising grid (canonical) now drives the deal board.
+// An "Add to Pipeline" row action creates and durably links an opportunity via the new
+// opportunities.fundraising_investor_id column (backend migration 0005, additive +
+// reversible — applied at app startup by core_migrations, so this StartOS migration is a
+// no-op). The link reuses the grid's already-synced contact (no POST /api/contacts
+// side-door) and maps the grid `lead` → owner; it is idempotent (one live opp per
+// investor; a re-link never reseeds the board-owned stage/probability). Two read-only
+// grid columns — Pipeline + Pipeline Stage — are derived live from the linked opp.
+// "Remove from Pipeline" soft-deletes the opp (the grid row is untouched); deleting an
+// investor from the grid archives its orphaned opp. Also folds in the soft-delete fix for
+// the pipeline report + dashboard aggregates (archived opps are no longer counted).
+export const v_0_1_0_87 = VersionInfo.of({
+  version: '0.1.0:87',
+  releaseNotes: {
+    en_US: [
+      'Adopt the Pipeline: flag an investor in the fundraising grid as a deal and it',
+      'creates a linked opportunity on the Pipeline board — no duplicate data entry, the',
+      'board owns the stage/odds, and a read-only Pipeline Stage column mirrors it back',
+      'into the grid. Removing from the pipeline archives the deal but leaves the grid intact.',
+    ].join(' '),
+  },
+  migrations: { up: async () => {}, down: async () => {} },
+})