Mobile Phase 3a: read + write-supported Fundraising Grid surface
Adds the mobile-first Fundraising Grid (<768px): a lean MobileFundraisingGrid that reads /api/fundraising/state once and renders an investor card list over the active view (name, committed $, pipeline-stage chip, staleness-colored recency, Existing-Investor accent, Priority corner; graveyard muted) with a bottom-sheet view picker and search. Tap a card -> full-screen detail with read-only commitments/contacts/notes plus edit sheets: log a note, pipeline stage, set a reminder, and a "+ New" investor create flow with client-side dedup typeahead. All writes go through the targeted one-row endpoints (log-communication, pipeline link, opportunities stage PATCH, reminders) — NEVER the whole-grid PUT, which would race the multi-user grid (BRIEF §3a). FundraisingGridPage is now a useIsMobile() wrapper over the renamed-but-untouched desktop grid and the new mobile one (rules-of-hooks-safe; desktop unchanged). Backend: inject a read-only opportunity_id into grid rows (opportunity_id_by_source_row; added to both strip points) so the mobile detail can PATCH a linked opp's stage directly. Earliest-opp-wins ordering keeps it consistent with pipeline_stage and the link's canonical pick. Editing an existing investor's name + contact pills stays read-only here (deferred to P3b — needs a narrow per-row PATCH + pill editor). Tests: test_grid_pipeline_link extended (opportunity_id inject/strip/round-trip); 36/36 backend green, render-smoke green.
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@@ -1596,8 +1596,8 @@ def sanitize_fundraising_grid(grid):
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# linked opportunity and injected on read — never persisted as row data (the GET handler
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# re-injects them after sanitize). The column DEFINITIONS persist like any other column
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# so their position / width / hidden state is kept.
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_computed_row_values = ('longshot_followup', 'pipeline', 'pipeline_stage', 'reminder_status',
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'existing_investor', 'last_activity_at', 'staleness')
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_computed_row_values = ('longshot_followup', 'pipeline', 'pipeline_stage', 'opportunity_id',
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'reminder_status', 'existing_investor', 'last_activity_at', 'staleness')
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clean_columns = []
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seen = set()
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@@ -1698,12 +1698,17 @@ def pipeline_stage_by_source_row(conn):
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of truth, so this is always derived fresh and injected as read-only grid columns —
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never stored in the grid blob, where it could go stale."""
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out = {}
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# ORDER BY created_at DESC so the EARLIEST opp is processed last and wins the overwrite —
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# matching handle_pipeline_link's canonical choice (ORDER BY created_at LIMIT 1). The link
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# enforces one live opp per investor, so multi-opp is an out-of-band anomaly; this just keeps
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# the injection deterministic and consistent with opportunity_id_by_source_row if it occurs.
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for r in conn.execute(
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"""
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SELECT fi.source_row_id AS srid, o.stage AS stage
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FROM opportunities o
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JOIN fundraising_investors fi ON o.fundraising_investor_id = fi.id
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WHERE o.deleted_at IS NULL
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ORDER BY o.created_at DESC
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"""
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).fetchall():
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srid = str(r['srid'] or '')
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@@ -1712,6 +1717,29 @@ def pipeline_stage_by_source_row(conn):
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return out
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def opportunity_id_by_source_row(conn):
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"""Return {grid source_row_id: live opportunity id} for every investor with a non-deleted
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linked opportunity. Injected read-only alongside pipeline_stage so the mobile grid detail can
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PATCH /api/opportunities/{id}/stage directly (the same endpoint the Pipeline board uses) — the
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grid row otherwise carries no opp id. Never persisted; stripped on write like pipeline_stage."""
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out = {}
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# See pipeline_stage_by_source_row: earliest opp wins (ORDER BY created_at DESC + overwrite) so
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# opportunity_id and pipeline_stage always reference the SAME opp, matching the link's canonical pick.
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for r in conn.execute(
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"""
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SELECT fi.source_row_id AS srid, o.id AS opp_id
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FROM opportunities o
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JOIN fundraising_investors fi ON o.fundraising_investor_id = fi.id
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WHERE o.deleted_at IS NULL
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ORDER BY o.created_at DESC
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"""
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).fetchall():
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srid = str(r['srid'] or '')
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if srid:
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out[srid] = r['opp_id']
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return out
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def last_activity_by_investor(conn):
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"""Return {fundraising_investors.id: latest activity ISO timestamp} across captured
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emails (grid-linked) and logged communications — the per-investor recency signal behind
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@@ -5562,6 +5590,7 @@ class CRMHandler(BaseHTTPRequestHandler):
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self._ensure_fundraising_state_row(conn)
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row = conn.execute("SELECT * FROM fundraising_state WHERE id = 'main'").fetchone()
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stage_by_row = pipeline_stage_by_source_row(conn)
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opp_id_by_row = opportunity_id_by_source_row(conn)
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reminder_by_row = reminder_status_by_source_row(conn)
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existing_by_row = existing_investor_by_source_row(conn)
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recency_by_row = staleness_by_source_row(conn)
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@@ -5592,6 +5621,9 @@ class CRMHandler(BaseHTTPRequestHandler):
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stage = stage_by_row.get(str(r.get('id') or ''))
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r['pipeline'] = bool(stage)
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r['pipeline_stage'] = stage or ''
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# Live opportunity id for a linked row (read-only) — lets the mobile detail PATCH the
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# stage on the opportunities endpoint; '' when the row isn't in the pipeline.
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r['opportunity_id'] = opp_id_by_row.get(str(r.get('id') or ''), '')
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# Read-only reminder status, derived live from the reminders table (never stored
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# in the blob). '' = no open reminder; a saved view can filter on this column to
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# supersede the binary follow_up checkbox.
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