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Pipeline funnel v2: 4-stage enum + migration 0007 + derived grid signals

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Collapse the inherited 6-stage opportunity funnel to the locked 4-stage
per-investor funnel (lead -> engaged -> diligence -> commitment), terminal at
commitment. Migration 0007 remaps existing stage values (outreach/meeting ->
engaged, due_diligence -> diligence, committed/funded -> commitment) and
archives the stray 'lost' value (the grid row is left intact). Inject read-only
existing_investor (total_invested>0), last_activity_at, and staleness
(''/'aging'>=30d/'stale'>=60d) into the grid GET, stripped on write. Frontend:
4-stage chip tints + Pipeline board / opp-form / mock on the new enum.

The visible desktop existing-investor star + staleness recency column + the
Stale saved view are deferred to mobile Phase 3 (data is injected + test-locked
now, so that phase stays pure-frontend). Longshot was already retired by prior
cleanup -- no-op.

Tests: test_pipeline_stages_v2.py (migration remap + derivation boundaries) +
updated grid-pipeline-link / soft-delete / nl_query; 36/36 green, render-smoke
green, fresh-DB migrate clean.
This commit is contained in:
Keysat
2026-06-19 12:54:12 -05:00
parent fe62df1a14
commit e46dd36517
12 changed files with 420 additions and 95 deletions
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backend/nl_query/test_nl_query.py
+8 -7
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@@ -129,16 +129,17 @@ def seed(conn):
rem("r_del", "i_acme", "Tombstoned", (TODAY - timedelta(days=2)).isoformat(), deleted=True)
rem("r_standalone", None, "Team chore", (TODAY - timedelta(days=1)).isoformat())
# opportunities — committed / meeting (live) / lost (terminal) / deleted
# opportunities — commitment / engaged (live) / two archived (the new model has no 'lost'
# stage: a dead deal is soft-deleted, so both excluded cases ride deleted_at)
def opp(oid, inv_id, contact, stage, expected, owner, deleted=False):
c("INSERT INTO opportunities (id, name, contact_id, stage, expected_amount, owner_id, "
"fundraising_investor_id, deleted_at) VALUES (?,?,?,?,?,?,?,?)",
(oid, oid, contact, stage, expected, owner, inv_id, _ago(0) if deleted else None))
# opp contact_id must reference a real contacts row (FK on); reuse the two we made
opp("o_acme", "i_acme", "cc_alice", "committed", 4_000_000, "u_jon")
opp("o_beta", "i_beta", "cc_dana", "meeting", 1_000_000, "u_grant")
opp("o_lost", "i_acme", "cc_alice", "lost", 9_000_000, "u_jon")
opp("o_del", "i_beta", "cc_dana", "due_diligence", 7_000_000, "u_grant", deleted=True)
opp("o_acme", "i_acme", "cc_alice", "commitment", 4_000_000, "u_jon")
opp("o_beta", "i_beta", "cc_dana", "engaged", 1_000_000, "u_grant")
opp("o_lost", "i_acme", "cc_alice", "diligence", 9_000_000, "u_jon", deleted=True)
opp("o_del", "i_beta", "cc_dana", "diligence", 7_000_000, "u_grant", deleted=True)
conn.commit()
@@ -182,8 +183,8 @@ def main():
print("pipeline")
r = run("pipeline_totals")
stages = {row["stage"]: row for row in r["rows"]}
check(set(stages) == {"committed", "meeting"}, f"pipeline_totals excludes lost+deleted: {set(stages)}")
check(stages["committed"]["expected_total"] == 4_000_000, "pipeline_totals stage sum")
check(set(stages) == {"commitment", "engaged"}, f"pipeline_totals excludes archived/deleted: {set(stages)}")
check(stages["commitment"]["expected_total"] == 4_000_000, "pipeline_totals stage sum")
r = run("pipeline_top", {"limit": 10})
check(names(r) == ["Acme Capital", "Beta Partners"], "pipeline_top furthest-stage first")
check(r["rows"][0]["last_activity_at"] is not None, "pipeline_top enriches last activity")