Files
ten31-database/frontend
Keysat 7f9a15ebf3 Adopt the Pipeline: grid-driven opportunities link (v0.1.0:87)
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.
2026-06-17 23:08:36 -05:00
..