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

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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
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start9/0.4/startos/versions/index.ts
+3 -2
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@@ -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
+25
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@@ -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 () => {} },
})