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.

backend/server.py

@@ -3341,6 +3341,9 @@ class CRMHandler(BaseHTTPRequestHandler):
         contact_in = body.get('contact')
         append_note = bool(body.get('append_note', True))
         create_investor_if_missing = bool(body.get('create_investor_if_missing', False))
+        # Optional initial Priority flag for the mobile add-investor sheet (8g). Honored ONLY on the
+        # create branch below — an existing-row log-communication never touches its priority.
+        create_priority = bool(body.get('priority', False))
         # Provenance: where this logged communication originated (grid UI vs the Matrix
         # intake bot). Default preserves prior behavior; callers may override.
         comm_source = (str(body.get('source') or 'fundraising_grid').strip() or 'fundraising_grid')[:64]
@@ -3391,7 +3394,7 @@ class CRMHandler(BaseHTTPRequestHandler):
                 "notes_last_modified": "",
                 "last_communication_date": "",
                 "lead": "",
-                "priority": False,
+                "priority": create_priority,
                 "follow_up": False,
                 "graveyard": False
             }

backend/test_grid_add_investor.py

@@ -0,0 +1,180 @@
+#!/usr/bin/env python3
+"""Tests for the mobile add-investor flow (Phase 8g).
+
+Boots the REAL server against a temp DB and exercises the create path the mobile
+"New investor" sheet drives:
+  - POST /api/fundraising/log-communication with create_investor_if_missing honors an
+    optional initial `priority` flag on the NEW row (and defaults it to False when omitted);
+  - the brand-new row's source_row_id resolves immediately for the follow-on
+    POST /api/fundraising/pipeline/link (the relational sync runs inside the create), so the
+    create -> link-at-stage handshake the UI does works end to end;
+  - a follow-on POST /api/reminders with the new row's source_row_id resolves to the synced
+    investor (the create -> reminder handshake).
+Synthetic data only.
+
+Run: cd backend && python3 test_grid_add_investor.py
+"""
+import http.client
+import json
+import os
+import sqlite3
+import sys
+import tempfile
+import threading
+from http.server import ThreadingHTTPServer
+
+_DATA = tempfile.mkdtemp()
+os.environ["CRM_DATA_DIR"] = _DATA
+os.environ["CRM_DB_PATH"] = os.path.join(_DATA, "crm.db")
+
+sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))
+import server  # noqa: E402
+
+FAILS = []
+
+
+def check(cond, msg):
+    print(("  PASS " if cond else "  FAIL ") + msg)
+    if not cond:
+        FAILS.append(msg)
+
+
+class _Quiet(server.CRMHandler):
+    def log_message(self, *a):
+        pass
+
+
+def _req(port, method, path, token=None, body=None):
+    conn = http.client.HTTPConnection("127.0.0.1", port, timeout=10)
+    headers = {}
+    if token:
+        headers["Authorization"] = "Bearer " + token
+    payload = None
+    if body is not None:
+        payload = json.dumps(body)
+        headers["Content-Type"] = "application/json"
+    conn.request(method, path, body=payload, headers=headers)
+    resp = conn.getresponse()
+    raw = resp.read().decode("utf-8", "replace")
+    conn.close()
+    data = None
+    if raw:
+        try:
+            data = json.loads(raw)
+        except ValueError:
+            pass
+    return resp.status, data
+
+
+def _db():
+    return sqlite3.connect(os.environ["CRM_DB_PATH"])
+
+
+def seed():
+    c = _db()
+    c.execute("INSERT INTO users (id,username,email,password_hash,full_name,role,is_active) "
+              "VALUES ('u1','grant','grant@ten31.example','x','Grant','admin',1)")
+    c.commit()
+    c.close()
+
+
+def _create(port, token, name, contact_name, **extra):
+    body = {
+        "investor_name": name, "create_investor_if_missing": True,
+        "contact": {"name": contact_name, "email": contact_name.split(" ")[0].lower() + "@firm.com"},
+        "type": "note", "body": extra.pop("note", ""), "append_note": bool(extra.pop("note_append", False)),
+    }
+    body.update(extra)
+    return _req(port, "POST", "/api/fundraising/log-communication", token, body)
+
+
+def _grid_rows(port, token):
+    st, d = _req(port, "GET", "/api/fundraising/state", token)
+    return {r["id"]: r for r in (d or {}).get("data", {}).get("grid", {}).get("rows", [])}
+
+
+def main():
+    server.init_db()
+    seed()
+    token = server.create_token("u1", "grant", "admin")
+
+    httpd = ThreadingHTTPServer(("127.0.0.1", 0), _Quiet)
+    port = httpd.server_address[1]
+    threading.Thread(target=httpd.serve_forever, daemon=True).start()
+    try:
+        # ── create with priority:true seeds the row's Priority flag ──
+        print("\n[create: optional initial priority flag honored]")
+        st, d = _create(port, token, "Acme Capital", "Jane Doe", priority=True, note="Intro call", note_append=True)
+        row = (d or {}).get("data", {}).get("row") or {}
+        acme_id = row.get("id")
+        check(st == 201, f"create -> 201 (got {st})")
+        check(row.get("priority") is True, f"returned row carries priority=true (got {row.get('priority')!r})")
+        rows = _grid_rows(port, token)
+        check(rows.get(acme_id, {}).get("priority") is True,
+              f"GET /state shows the new row priority=true (got {rows.get(acme_id, {}).get('priority')!r})")
+        check(len(rows.get(acme_id, {}).get("contacts", [])) == 1,
+              f"new row has its first contact (got {rows.get(acme_id, {}).get('contacts')})")
+
+        # ── create without priority defaults to False (no accidental flag) ──
+        print("\n[create: priority defaults False when omitted]")
+        st, d = _create(port, token, "Beta Partners", "Pat Roe")  # no note, no priority
+        beta = (d or {}).get("data", {}).get("row") or {}
+        beta_id = beta.get("id")
+        check(st == 201, f"no-note create -> 201 (got {st})")
+        check(beta.get("priority") is False, f"omitted priority -> False (got {beta.get('priority')!r})")
+
+        # ── priority is honored ONLY on the create branch: logging against an EXISTING row
+        #    with priority:true must not flip its flag (Beta was created without priority) ──
+        print("\n[invariant: priority on an existing-row log does NOT change its flag]")
+        st, _ = _req(port, "POST", "/api/fundraising/log-communication", token, {
+            "row_id": beta_id, "type": "note", "body": "follow-up", "append_note": True, "priority": True,
+        })
+        check(st in (200, 201), f"log against existing Beta -> ok (got {st})")
+        rows = _grid_rows(port, token)
+        check(rows.get(beta_id, {}).get("priority") is False,
+              f"existing-row priority untouched by the log's priority flag (got {rows.get(beta_id, {}).get('priority')!r})")
+
+        # ── create -> link handshake: the brand-new row links at the chosen stage ──
+        print("\n[create -> link: freshly-created row resolves for pipeline link at stage]")
+        st, d = _req(port, "POST", "/api/fundraising/pipeline/link", token, {
+            "source_row_id": acme_id, "contact_index": 0, "name": "Acme Capital — Pipeline",
+            "stage": "engaged", "expected_amount": 0, "probability": 55, "fund_name": "",
+        })
+        opp = (d or {}).get("data") or {}
+        check(st == 201 and opp.get("stage") == "engaged",
+              f"link new row @engaged -> 201 (got {st}, stage={opp.get('stage')})")
+        rows = _grid_rows(port, token)
+        check(rows.get(acme_id, {}).get("pipeline") is True
+              and rows.get(acme_id, {}).get("pipeline_stage") == "engaged",
+              f"new row now in pipeline @engaged (got {rows.get(acme_id, {}).get('pipeline')}, "
+              f"{rows.get(acme_id, {}).get('pipeline_stage')})")
+
+        # ── create -> reminder handshake: source_row_id resolves to the synced investor ──
+        print("\n[create -> reminder: source_row_id resolves to the new investor]")
+        st, d = _req(port, "POST", "/api/reminders", token, {
+            "source_row_id": acme_id, "investor_name": "Acme Capital",
+            "title": "Send Fund III deck", "due_date": "2026-07-01", "details": "",
+        })
+        rem = (d or {}).get("data") or {}
+        check(st == 201, f"reminder create -> 201 (got {st})")
+        check(bool(rem.get("investor_id")) and rem.get("investor_name") == "Acme Capital",
+              f"reminder linked to the new investor (got id={rem.get('investor_id')!r}, "
+              f"name={rem.get('investor_name')!r})")
+
+        # ── unknown source_row_id is refused (guard) ──
+        print("\n[guard: reminder on an unknown source_row_id -> 404]")
+        st, _ = _req(port, "POST", "/api/reminders", token, {
+            "source_row_id": "nope", "title": "x",
+        })
+        check(st == 404, f"unknown source_row_id -> 404 (got {st})")
+    finally:
+        httpd.shutdown()
+
+    print("\n" + ("ALL PASS" if not FAILS else f"{len(FAILS)} FAILURE(S):"))
+    for f in FAILS:
+        print("  - " + f)
+    sys.exit(1 if FAILS else 0)
+
+
+if __name__ == "__main__":
+    main()

frontend/index.html

@@ -2567,6 +2567,26 @@
         .dedup-box-title { font-size: 12px; color: var(--due-soon, #e0b341); margin-bottom: 4px; }
         .dedup-match { font-size: 13px; color: var(--text-secondary); padding: 3px 0; }
 
+        /* 8g add-investor: optional initial-stage chip picker + framed Priority toggle (dc GridApp:737).
+           Stage tint comes from <StageChip>; the framed button just carries the selection ring. */
+        .stage-pick { display: flex; flex-wrap: wrap; gap: 8px; }
+        .stage-pick-btn {
+            flex: 0 0 auto; min-height: var(--mobile-touch-target); padding: 6px 12px;
+            display: inline-flex; align-items: center; justify-content: center;
+            background: var(--bg-input); border: 1px solid var(--border); border-radius: var(--mobile-control-radius);
+            color: var(--text-secondary); font-size: 13px; font-family: inherit; cursor: pointer;
+        }
+        /* StageChip carries its own fill, so lean on a clear accent ring (not just bg) for the selected state. */
+        .stage-pick-btn.active { border-color: var(--accent); background: var(--accent-soft); box-shadow: 0 0 0 1px var(--accent); }
+        .sheet-toggle-opt {
+            width: 100%; min-height: var(--mobile-touch-target); gap: 12px; padding: 0 14px;
+            display: flex; align-items: center; justify-content: space-between;
+            background: var(--bg-input); border: 1px solid var(--border); border-radius: var(--mobile-control-radius);
+            color: var(--text-primary); font-size: 14px; font-family: inherit; cursor: pointer;
+        }
+        .sheet-toggle-opt.on { border-color: var(--accent); background: var(--accent-soft); color: var(--accent-light); }
+        .sheet-toggle-opt .check { flex: none; width: 16px; text-align: center; color: var(--accent); font-size: 15px; }
+
         /* P3b — mobile contact-pill editor (the 'edit' sheet: investor name + add/edit/remove pills). */
         .fs-detail-edit { margin-left: auto; background: transparent; border: none; color: var(--accent); font-size: 15px; font-family: inherit; cursor: pointer; padding: 6px 0 6px 8px; }
         .pill-edit { background: var(--bg-input); border: 1px solid var(--border); border-radius: var(--mobile-control-radius); padding: 10px 12px; margin-bottom: 10px; }
@@ -10059,7 +10079,7 @@
             const [sheet, setSheet] = useState(null); // 'view' | 'create' | 'note' | 'stage' | 'reminder' | 'sort'
             const [sortKey, setSortKey] = useState('name'); // GRID_SORTS
             const [busy, setBusy] = useState(false);
-            const [createForm, setCreateForm] = useState({ name: '', contactName: '', contactEmail: '', note: '' });
+            const [createForm, setCreateForm] = useState({ name: '', contactName: '', contactEmail: '', note: '', priority: false, stage: '', reminderTitle: '', reminderDue: '' });
             const [reminderForm, setReminderForm] = useState({ title: '', due_date: '', details: '' });
             // G6 — investor-level communications timeline for the open detail. Fetched on open
             // (source_row_id → canonical contacts → communications); commsReload re-runs it after a log.
@@ -10235,15 +10255,50 @@
                 try {
                     // The one-row create path: log-communication finds-or-creates the investor + first
                     // contact (no whole-grid PUT). append_note only if a first note was given (else the
-                    // create just seeds name + contact).
+                    // create just seeds name + contact). priority is honored on the create branch (8g).
                     const hasNote = !!String(createForm.note || '').trim();
-                    await api('/api/fundraising/log-communication', { method: 'POST', body: JSON.stringify({
+                    const resp = await api('/api/fundraising/log-communication', { method: 'POST', body: JSON.stringify({
                         investor_name: name, create_investor_if_missing: true,
                         contact: { name: cName, email: createForm.contactEmail.trim() },
                         type: 'note', body: createForm.note || '', append_note: hasNote,
+                        priority: !!createForm.priority,
                     }) }, token);
-                    onShowToast('Investor added', 'success');
+                    const newRowId = resp && resp.data && resp.data.row && resp.data.row.id;
-                    setCreateForm({ name: '', contactName: '', contactEmail: '', note: '' });
+
+                    // Optional: drop the brand-new investor into the pipeline at the chosen stage (8g).
+                    // Reuses the link-then-enforce flow applyStage uses (link is idempotent + may keep an
+                    // existing stage, so a follow-up PATCH pins the picked stage). The relational sync ran
+                    // inside the create above, so source_row_id already resolves for the link. Non-fatal:
+                    // a link failure must not lose the just-created investor.
+                    if (newRowId && createForm.stage) {
+                        try {
+                            const linkResp = await api('/api/fundraising/pipeline/link', { method: 'POST', body: JSON.stringify({
+                                source_row_id: newRowId, contact_index: 0, name: `${name} — Pipeline`,
+                                stage: createForm.stage, expected_amount: 0, probability: createForm.priority ? 55 : 35, fund_name: '',
+                            }) }, token);
+                            const opp = linkResp && linkResp.data;
+                            if (opp && opp.id && opp.stage !== createForm.stage) {
+                                await api(`/api/opportunities/${opp.id}/stage`, { method: 'PATCH', body: JSON.stringify({ stage: createForm.stage }) }, token);
+                            }
+                        } catch (_) { onShowToast('Investor added — but adding it to the pipeline failed', 'error'); }
+                    }
+
+                    // Optional: set a follow-up reminder linked to the new investor row (8g, Grant).
+                    if (newRowId && createForm.reminderTitle.trim()) {
+                        try {
+                            await api('/api/reminders', { method: 'POST', body: JSON.stringify({
+                                source_row_id: newRowId, investor_name: name,
+                                title: createForm.reminderTitle.trim(), due_date: createForm.reminderDue || '', details: '',
+                            }) }, token);
+                        } catch (_) { onShowToast('Investor added — but setting the reminder failed', 'error'); }
+                    }
+
+                    // The create itself succeeded; if its response carried no row id we couldn't run the
+                    // optional stage/reminder steps — say so rather than a clean success the user would trust.
+                    const incomplete = !newRowId && (!!createForm.stage || !!createForm.reminderTitle.trim());
+                    onShowToast(incomplete ? 'Investor added — reopen it to set the stage / reminder' : 'Investor added',
+                        incomplete ? 'error' : 'success');
+                    setCreateForm({ name: '', contactName: '', contactEmail: '', note: '', priority: false, stage: '', reminderTitle: '', reminderDue: '' });
                     closeSheet();
                     await reload(true);
                 } catch (err) { onShowToast(getErrorMessage(err, 'Failed to add investor'), 'error'); }
@@ -10326,7 +10381,7 @@
                                 <span className="vp-name">{activeViewName}</span>
                                 <span className="vp-caret">▾</span>
                             </button>
-                            <button className="grid-new-btn" onClick={() => { setCreateForm({ name: '', contactName: '', contactEmail: '', note: '' }); setSheet('create'); }}>+ New</button>
+                            <button className="grid-new-btn" onClick={() => { setCreateForm({ name: '', contactName: '', contactEmail: '', note: '', priority: false, stage: '', reminderTitle: '', reminderDue: '' }); setSheet('create'); }}>+ New</button>
                         </div>
                         <input className="mobile-search" type="text" placeholder="Search investors…" value={search} onChange={(e) => setSearch(e.target.value)} />
                         <div className="mobile-sortbar">
@@ -10380,6 +10435,35 @@
                             <label className="sheet-field-label">First note (optional)</label>
                             <textarea className="sheet-textarea" value={createForm.note} onChange={(e) => setCreateForm((f) => ({ ...f, note: e.target.value }))} placeholder="How you met, context…" />
                         </div>
+                        <div className="sheet-field">
+                            <label className="sheet-field-label">Initial pipeline stage (optional)</label>
+                            <div className="stage-pick">
+                                <button type="button" className={`stage-pick-btn ${createForm.stage === '' ? 'active' : ''}`} onClick={() => setCreateForm((f) => ({ ...f, stage: '' }))}>Not in pipeline</button>
+                                {PIPELINE_STAGES.map((st) => (
+                                    <button type="button" key={st} className={`stage-pick-btn ${createForm.stage === st ? 'active' : ''}`} onClick={() => setCreateForm((f) => ({ ...f, stage: st }))}>
+                                        <StageChip stage={st} />
+                                    </button>
+                                ))}
+                            </div>
+                        </div>
+                        <div className="sheet-field">
+                            <label className="sheet-field-label">Disposition</label>
+                            <button type="button" className={`sheet-toggle-opt ${createForm.priority ? 'on' : ''}`} aria-pressed={createForm.priority ? 'true' : 'false'}
+                                onClick={() => setCreateForm((f) => ({ ...f, priority: !f.priority }))}>
+                                <span>Flag as Priority</span>
+                                <span className="check">{createForm.priority ? '✓' : ''}</span>
+                            </button>
+                        </div>
+                        <div className="sheet-field">
+                            <label className="sheet-field-label">Reminder (optional)</label>
+                            <input className="sheet-input" value={createForm.reminderTitle} onChange={(e) => setCreateForm((f) => ({ ...f, reminderTitle: e.target.value }))} placeholder="e.g. Send Fund III deck" />
+                        </div>
+                        {createForm.reminderTitle.trim() && (
+                            <div className="sheet-field">
+                                <label className="sheet-field-label">Reminder due date</label>
+                                <input className="sheet-input" type="date" value={createForm.reminderDue} onChange={(e) => setCreateForm((f) => ({ ...f, reminderDue: e.target.value }))} />
+                            </div>
+                        )}
                         <button className="sheet-submit" onClick={submitCreate} disabled={busy}>{busy ? 'Adding…' : 'Add investor'}</button>
                     </BottomSheet>