Domain Model
Opportunity
Fields
| Field | Type | Required | Default | Description |
|---|---|---|---|---|
| id | string.uuid | Yes | — | Id |
| createdAt | string.date-time | Yes | — | Created at |
| updatedAt | string.date-time | Yes | — | Updated at |
| customerId | string | Yes | — | ID of the associated customer |
| primaryContactId | string | No | — | ID of the associated primary contact |
| siteId | string | No | — | ID of the associated site |
| title | string | Yes | — | Title |
| stage | enum(lead, qualified, survey, proposal, negotiation, won, lost) | Yes | — | Stage |
| pipelineType | enum(new_construction, retrofit, service_agreement, expansion, other) | Yes | — | Pipeline type |
| source | enum(referral, website, cold_call, existing_customer, partner, trade_show, portal_request, other) | No | — | Source |
| estimatedValue | number | No | — | Estimated value |
| expectedCloseDate | string.date-time | No | — | Expected close date |
| probability | integer | No | — | Probability |
| solutionFamilies | string[] | No | — | Solution families |
| scopeSummary | string | No | — | Scope summary |
| competitorNotes | string | No | — | Competitor notes |
| winLossReason | string | No | — | Win loss reason |
| nextStepDescription | string | No | — | Next step description |
| nextStepDate | string.date-time | No | — | Next step date |
| bidDueDate | string.date-time | No | — | Bid due date |
| budgetConfirmed | boolean | Yes | — | Budget confirmed |
| priority | enum(low, medium, high, urgent) | No | — | Priority |
| lostReasonCategory | enum(price, timing, competitor, scope_mismatch, no_decision, relationship, other) | No | — | Lost reason category |
| technicalRequirements | string | No | — | Technical requirements |
| weightedValue | unknown | Yes | — | Weighted value |
| closedAt | unknown | Yes | — | Closed at |
| ownerUserId | string | No | — | ID of the associated owner user |
| workspaceId | string | Yes | — | ID of the associated workspace |
| visibilityMode | unknown | Yes | — | Visibility mode |
Create Schema
Fields accepted when creating a new record:
| Field | Type | Required | Default | Description |
|---|---|---|---|---|
| customerId | string | Yes | — | ID of the associated customer |
| primaryContactId | string | No | — | ID of the associated primary contact |
| siteId | string | No | — | ID of the associated site |
| title | string | Yes | — | Title |
| stage | enum(lead, qualified, survey, proposal, negotiation, won, lost) | Yes | "lead" | Stage |
| pipelineType | enum(new_construction, retrofit, service_agreement, expansion, other) | Yes | — | Pipeline type |
| source | enum(referral, website, cold_call, existing_customer, partner, trade_show, portal_request, other) | No | — | Source |
| estimatedValue | number | No | — | Estimated value |
| expectedCloseDate | string.date-time | No | — | Expected close date |
| probability | integer | No | — | Probability |
| solutionFamilies | string[] | No | — | Solution families |
| scopeSummary | string | No | — | Scope summary |
| competitorNotes | string | No | — | Competitor notes |
| winLossReason | string | No | — | Win loss reason |
| nextStepDescription | string | No | — | Next step description |
| nextStepDate | string.date-time | No | — | Next step date |
| bidDueDate | string.date-time | No | — | Bid due date |
| budgetConfirmed | boolean | Yes | false | Budget confirmed |
| priority | enum(low, medium, high, urgent) | No | — | Priority |
| lostReasonCategory | enum(price, timing, competitor, scope_mismatch, no_decision, relationship, other) | No | — | Lost reason category |
| technicalRequirements | string | No | — | Technical requirements |
| ownerUserId | string | No | — | ID of the associated owner user |
| engagementType | enum(direct_to_end_user, subcontracted_by_upstream, prime_with_subcontractors, upstream_and_downstream, service_only, warranty_only, internal, other) | No | "direct_to_end_user" | Engagement type |
| endUserOrganizationId | unknown | No | — | ID of the associated end user organization |
| upstreamOrganizationId | unknown | No | — | ID of the associated upstream organization |
| workspaceId | string | No | — | ID of the associated workspace |
| visibilityMode | unknown | No | — | Visibility mode |
Update Schema
All fields are optional when updating:
| Field | Type | Required | Default | Description |
|---|---|---|---|---|
| customerId | string | No | — | ID of the associated customer |
| primaryContactId | string | No | — | ID of the associated primary contact |
| siteId | string | No | — | ID of the associated site |
| title | string | No | — | Title |
| stage | enum(lead, qualified, survey, proposal, negotiation, won, lost) | No | — | Stage |
| pipelineType | enum(new_construction, retrofit, service_agreement, expansion, other) | No | — | Pipeline type |
| source | enum(referral, website, cold_call, existing_customer, partner, trade_show, portal_request, other) | No | — | Source |
| estimatedValue | number | No | — | Estimated value |
| expectedCloseDate | string.date-time | No | — | Expected close date |
| probability | integer | No | — | Probability |
| solutionFamilies | string[] | No | — | Solution families |
| scopeSummary | string | No | — | Scope summary |
| competitorNotes | string | No | — | Competitor notes |
| winLossReason | string | No | — | Win loss reason |
| nextStepDescription | string | No | — | Next step description |
| nextStepDate | string.date-time | No | — | Next step date |
| bidDueDate | string.date-time | No | — | Bid due date |
| budgetConfirmed | boolean | No | — | Budget confirmed |
| priority | enum(low, medium, high, urgent) | No | — | Priority |
| lostReasonCategory | enum(price, timing, competitor, scope_mismatch, no_decision, relationship, other) | No | — | Lost reason category |
| technicalRequirements | string | No | — | Technical requirements |
| ownerUserId | string | No | — | ID of the associated owner user |
| engagementType | enum(direct_to_end_user, subcontracted_by_upstream, prime_with_subcontractors, upstream_and_downstream, service_only, warranty_only, internal, other) | No | — | Engagement type |
| endUserOrganizationId | unknown | No | — | ID of the associated end user organization |
| upstreamOrganizationId | unknown | No | — | ID of the associated upstream organization |