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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/test_soft_delete_reads.py
+4 -3
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@@ -77,9 +77,10 @@ def seed():
# opportunities on cLive (also tied to orgA so they appear in the org detail too)
c.execute("INSERT INTO opportunities (id,name,contact_id,organization_id,owner_id) VALUES ('opLive','Live Opp','cLive','orgA','u1')")
c.execute("INSERT INTO opportunities (id,name,contact_id,organization_id,owner_id,deleted_at) VALUES ('opDead','Dead Opp','cLive','orgA','u1',?)", (DEL,))
# funded opportunities on orgA — one live, one soft-deleted (for the org-list total_funded aggregate)
c.execute("INSERT INTO opportunities (id,name,contact_id,organization_id,owner_id,stage,commitment_amount) VALUES ('opFundLive','Funded Live','cLive','orgA','u1','funded',1000000)")
c.execute("INSERT INTO opportunities (id,name,contact_id,organization_id,owner_id,stage,commitment_amount,deleted_at) VALUES ('opFundDead','Funded Dead','cLive','orgA','u1','funded',500000,?)", (DEL,))
# committed-stage opportunities on orgA — one live, one soft-deleted (for the org-list
# total_funded aggregate, which now sums stage='commitment' after the 4-stage migration)
c.execute("INSERT INTO opportunities (id,name,contact_id,organization_id,owner_id,stage,commitment_amount) VALUES ('opFundLive','Funded Live','cLive','orgA','u1','commitment',1000000)")
c.execute("INSERT INTO opportunities (id,name,contact_id,organization_id,owner_id,stage,commitment_amount,deleted_at) VALUES ('opFundDead','Funded Dead','cLive','orgA','u1','commitment',500000,?)", (DEL,))
# communications on cLive
c.execute("INSERT INTO communications (id,contact_id,communication_date,created_by,subject) VALUES ('cmLive','cLive','2026-05-01','u1','Live note')")
c.execute("INSERT INTO communications (id,contact_id,communication_date,created_by,subject,deleted_at) VALUES ('cmDead','cLive','2026-05-02','u1','Dead note',?)", (DEL,))