Keysat
7f9a15ebf3
The fundraising grid (canonical) now drives the classic opportunities Pipeline board, instead of the board being a disconnected second data-entry surface. An "Add to Pipeline" row action creates a durably-linked opportunity via the new opportunities.fundraising_investor_id (migration 0005, additive + reversible), reusing the grid's already-synced contact — retiring the POST /api/contacts side-door — and mapping the grid lead to the opp owner. Ownership is split so the two stay reconciled: the grid owns whether the link exists and the seed; the board owns stage/probability/owner. The link endpoint is idempotent (one live opp per investor; a re-link never reseeds funnel fields). "Is in pipeline?"/"what stage?" are derived from a live opp join and injected as read-only grid columns on read, stripped on write, so they never persist or dirty the autosave. Remove-from-pipeline soft-deletes the opp and leaves the grid row fully intact; deleting an investor from the grid archives its orphaned opp. Also fixes the standing soft-delete leak in handle_pipeline_report and the dashboard pipeline aggregates, which counted tombstoned opportunities. Tests: backend/test_grid_pipeline_link.py (link/idempotent/round-trip/guards/ unlink-intact/re-link/orphan/aggregates); 28/28 suite green, render-smoke green.
26 lines
1.5 KiB
TypeScript
26 lines
1.5 KiB
TypeScript
import { VersionInfo } from '@start9labs/start-sdk'
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// Adopt the Pipeline — the fundraising grid (canonical) now drives the deal board.
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// An "Add to Pipeline" row action creates and durably links an opportunity via the new
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// opportunities.fundraising_investor_id column (backend migration 0005, additive +
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// reversible — applied at app startup by core_migrations, so this StartOS migration is a
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// no-op). The link reuses the grid's already-synced contact (no POST /api/contacts
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// side-door) and maps the grid `lead` → owner; it is idempotent (one live opp per
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// investor; a re-link never reseeds the board-owned stage/probability). Two read-only
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// grid columns — Pipeline + Pipeline Stage — are derived live from the linked opp.
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// "Remove from Pipeline" soft-deletes the opp (the grid row is untouched); deleting an
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// investor from the grid archives its orphaned opp. Also folds in the soft-delete fix for
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// the pipeline report + dashboard aggregates (archived opps are no longer counted).
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export const v_0_1_0_87 = VersionInfo.of({
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version: '0.1.0:87',
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releaseNotes: {
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en_US: [
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'Adopt the Pipeline: flag an investor in the fundraising grid as a deal and it',
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'creates a linked opportunity on the Pipeline board — no duplicate data entry, the',
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'board owns the stage/odds, and a read-only Pipeline Stage column mirrors it back',
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'into the grid. Removing from the pipeline archives the deal but leaves the grid intact.',
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].join(' '),
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},
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migrations: { up: async () => {}, down: async () => {} },
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})
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