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.
This commit is contained in:
Keysat
2026-06-17 23:08:36 -05:00
parent 06482247df
commit 7f9a15ebf3
10 changed files with 724 additions and 89 deletions
+3 -2
View File
@@ -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