Mobile Phase 8g: add-investor sheet — optional stage picker + Priority toggle + reminder
The mobile "New investor" sheet now captures three optional fields beyond name/contact/note, matching the dc (GridApp.dc.html:737): - Initial pipeline stage — a .stage-pick chip picker, defaulting to "Not in pipeline" so a plain directory add never auto-creates an opportunity row (Grant's call). - A framed "Flag as Priority" toggle. - An optional reminder (title + a progressive due-date field). submitCreate orchestrates one-row calls in order: create (log-communication create_investor_if_missing, now carrying priority) -> if a stage was picked, link to the pipeline at that stage (reusing applyStage's idempotent link-then-PATCH) -> if a reminder title was given, POST /api/reminders keyed on the new row's source_row_id. The link and reminder steps are non-fatal: a failure toasts but never loses the created investor, and a create that returns no row id warns instead of a clean success. Backend: handle_log_fundraising_communication honors an optional priority flag only on its create-if-missing branch (an existing-row log never touches priority). Guarded by test_grid_add_investor.py (priority-on-create, defaults-False, the create-branch- only invariant, and the create->link / create->reminder handshakes on a freshly-synced row). 40/40 backend green; the create sheet was interaction-verified in a throwaway jsdom harness.
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Keysat
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@@ -3341,6 +3341,9 @@ class CRMHandler(BaseHTTPRequestHandler):
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contact_in = body.get('contact')
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append_note = bool(body.get('append_note', True))
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create_investor_if_missing = bool(body.get('create_investor_if_missing', False))
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# Optional initial Priority flag for the mobile add-investor sheet (8g). Honored ONLY on the
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# create branch below — an existing-row log-communication never touches its priority.
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create_priority = bool(body.get('priority', False))
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# Provenance: where this logged communication originated (grid UI vs the Matrix
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# intake bot). Default preserves prior behavior; callers may override.
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comm_source = (str(body.get('source') or 'fundraising_grid').strip() or 'fundraising_grid')[:64]
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@@ -3391,7 +3394,7 @@ class CRMHandler(BaseHTTPRequestHandler):
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"notes_last_modified": "",
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"last_communication_date": "",
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"lead": "",
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"priority": False,
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"priority": create_priority,
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"follow_up": False,
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"graveyard": False
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}
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@@ -0,0 +1,180 @@
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#!/usr/bin/env python3
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"""Tests for the mobile add-investor flow (Phase 8g).
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Boots the REAL server against a temp DB and exercises the create path the mobile
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"New investor" sheet drives:
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- POST /api/fundraising/log-communication with create_investor_if_missing honors an
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optional initial `priority` flag on the NEW row (and defaults it to False when omitted);
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- the brand-new row's source_row_id resolves immediately for the follow-on
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POST /api/fundraising/pipeline/link (the relational sync runs inside the create), so the
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create -> link-at-stage handshake the UI does works end to end;
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- a follow-on POST /api/reminders with the new row's source_row_id resolves to the synced
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investor (the create -> reminder handshake).
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Synthetic data only.
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Run: cd backend && python3 test_grid_add_investor.py
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"""
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import http.client
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import json
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import os
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import sqlite3
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import sys
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import tempfile
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import threading
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from http.server import ThreadingHTTPServer
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_DATA = tempfile.mkdtemp()
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os.environ["CRM_DATA_DIR"] = _DATA
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os.environ["CRM_DB_PATH"] = os.path.join(_DATA, "crm.db")
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sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))
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import server # noqa: E402
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FAILS = []
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def check(cond, msg):
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print((" PASS " if cond else " FAIL ") + msg)
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if not cond:
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FAILS.append(msg)
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class _Quiet(server.CRMHandler):
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def log_message(self, *a):
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pass
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def _req(port, method, path, token=None, body=None):
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conn = http.client.HTTPConnection("127.0.0.1", port, timeout=10)
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headers = {}
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if token:
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headers["Authorization"] = "Bearer " + token
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payload = None
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if body is not None:
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payload = json.dumps(body)
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headers["Content-Type"] = "application/json"
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conn.request(method, path, body=payload, headers=headers)
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resp = conn.getresponse()
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raw = resp.read().decode("utf-8", "replace")
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conn.close()
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data = None
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if raw:
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try:
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data = json.loads(raw)
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except ValueError:
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pass
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return resp.status, data
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def _db():
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return sqlite3.connect(os.environ["CRM_DB_PATH"])
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def seed():
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c = _db()
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c.execute("INSERT INTO users (id,username,email,password_hash,full_name,role,is_active) "
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"VALUES ('u1','grant','grant@ten31.example','x','Grant','admin',1)")
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c.commit()
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c.close()
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def _create(port, token, name, contact_name, **extra):
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body = {
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"investor_name": name, "create_investor_if_missing": True,
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"contact": {"name": contact_name, "email": contact_name.split(" ")[0].lower() + "@firm.com"},
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"type": "note", "body": extra.pop("note", ""), "append_note": bool(extra.pop("note_append", False)),
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}
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body.update(extra)
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return _req(port, "POST", "/api/fundraising/log-communication", token, body)
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def _grid_rows(port, token):
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st, d = _req(port, "GET", "/api/fundraising/state", token)
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return {r["id"]: r for r in (d or {}).get("data", {}).get("grid", {}).get("rows", [])}
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def main():
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server.init_db()
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seed()
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token = server.create_token("u1", "grant", "admin")
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httpd = ThreadingHTTPServer(("127.0.0.1", 0), _Quiet)
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port = httpd.server_address[1]
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threading.Thread(target=httpd.serve_forever, daemon=True).start()
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try:
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# ── create with priority:true seeds the row's Priority flag ──
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print("\n[create: optional initial priority flag honored]")
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st, d = _create(port, token, "Acme Capital", "Jane Doe", priority=True, note="Intro call", note_append=True)
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row = (d or {}).get("data", {}).get("row") or {}
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acme_id = row.get("id")
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check(st == 201, f"create -> 201 (got {st})")
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check(row.get("priority") is True, f"returned row carries priority=true (got {row.get('priority')!r})")
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rows = _grid_rows(port, token)
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check(rows.get(acme_id, {}).get("priority") is True,
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f"GET /state shows the new row priority=true (got {rows.get(acme_id, {}).get('priority')!r})")
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check(len(rows.get(acme_id, {}).get("contacts", [])) == 1,
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f"new row has its first contact (got {rows.get(acme_id, {}).get('contacts')})")
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# ── create without priority defaults to False (no accidental flag) ──
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print("\n[create: priority defaults False when omitted]")
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st, d = _create(port, token, "Beta Partners", "Pat Roe") # no note, no priority
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beta = (d or {}).get("data", {}).get("row") or {}
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beta_id = beta.get("id")
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check(st == 201, f"no-note create -> 201 (got {st})")
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check(beta.get("priority") is False, f"omitted priority -> False (got {beta.get('priority')!r})")
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# ── priority is honored ONLY on the create branch: logging against an EXISTING row
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# with priority:true must not flip its flag (Beta was created without priority) ──
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print("\n[invariant: priority on an existing-row log does NOT change its flag]")
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st, _ = _req(port, "POST", "/api/fundraising/log-communication", token, {
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"row_id": beta_id, "type": "note", "body": "follow-up", "append_note": True, "priority": True,
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})
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check(st in (200, 201), f"log against existing Beta -> ok (got {st})")
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rows = _grid_rows(port, token)
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check(rows.get(beta_id, {}).get("priority") is False,
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f"existing-row priority untouched by the log's priority flag (got {rows.get(beta_id, {}).get('priority')!r})")
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# ── create -> link handshake: the brand-new row links at the chosen stage ──
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print("\n[create -> link: freshly-created row resolves for pipeline link at stage]")
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st, d = _req(port, "POST", "/api/fundraising/pipeline/link", token, {
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"source_row_id": acme_id, "contact_index": 0, "name": "Acme Capital — Pipeline",
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"stage": "engaged", "expected_amount": 0, "probability": 55, "fund_name": "",
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})
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opp = (d or {}).get("data") or {}
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check(st == 201 and opp.get("stage") == "engaged",
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f"link new row @engaged -> 201 (got {st}, stage={opp.get('stage')})")
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rows = _grid_rows(port, token)
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check(rows.get(acme_id, {}).get("pipeline") is True
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and rows.get(acme_id, {}).get("pipeline_stage") == "engaged",
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f"new row now in pipeline @engaged (got {rows.get(acme_id, {}).get('pipeline')}, "
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f"{rows.get(acme_id, {}).get('pipeline_stage')})")
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# ── create -> reminder handshake: source_row_id resolves to the synced investor ──
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print("\n[create -> reminder: source_row_id resolves to the new investor]")
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st, d = _req(port, "POST", "/api/reminders", token, {
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"source_row_id": acme_id, "investor_name": "Acme Capital",
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"title": "Send Fund III deck", "due_date": "2026-07-01", "details": "",
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})
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rem = (d or {}).get("data") or {}
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check(st == 201, f"reminder create -> 201 (got {st})")
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check(bool(rem.get("investor_id")) and rem.get("investor_name") == "Acme Capital",
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f"reminder linked to the new investor (got id={rem.get('investor_id')!r}, "
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f"name={rem.get('investor_name')!r})")
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# ── unknown source_row_id is refused (guard) ──
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print("\n[guard: reminder on an unknown source_row_id -> 404]")
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st, _ = _req(port, "POST", "/api/reminders", token, {
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"source_row_id": "nope", "title": "x",
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})
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check(st == 404, f"unknown source_row_id -> 404 (got {st})")
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finally:
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httpd.shutdown()
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print("\n" + ("ALL PASS" if not FAILS else f"{len(FAILS)} FAILURE(S):"))
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for f in FAILS:
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print(" - " + f)
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sys.exit(1 if FAILS else 0)
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if __name__ == "__main__":
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main()
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