Projects and deals

A deal is the same record as a project with a different type. There is no separate deals table, and switching the type in the editor changes a field. That is why the Sales group has two items but one screen behind them.

The Projects screen

At the top — a heading and a summary, “N active · M tasks in progress”. The tabs All / Active / Deals / Archive: “Deals” filters by type, not by status — the same deals as the funnel, shown as a list. To the right — search over names and descriptions and a Tiles / List switch.

The four header metrics are computed over all projects and do not depend on the selected tab, so the numbers do not jump as you switch filters: active projects, tasks in progress, overdue, progress.

A project tile shows the name, the description, a progress bar (for a deal — probability instead of progress), the number of tasks and overdue ones, and a due-date strip.

The project card

The header carries the status (Active or Archive), a clickable badge of the client company and a System badge on protected projects: the default project and the agent’s inbox cannot be deleted and have no edit buttons at all.

The buttons depend on the status: an active project can be edited and archived, an archived one restored and deleted (with confirmation). New task is always available.

Tabs: Overview (description, task statistics, the first five tasks), Tasks (the full list with search) and Related (other linked objects).

The right column holds four panels: Client (company and contact person, both clickable), Team (owner and members), Information (created, updated, due date, stage for a deal) and Finance (planned and actual payments per currency, contract total, deal amount).

The project editor

There is one required field — the name. Then: description, a colour out of eight presets, and the Active/Archive status. The slug is set at creation and there is nothing to change it with.

The Links section appears only once the project exists:

Client — a company only, and that is enforced;
Contact person — a person only;
Owner — one per object: assigning a new one clears the previous;
Team — several members shown as chips.

Billing

The block is available on any object — a project or a deal: the billing mode is not tied to the type. Modes: none, fixed, hourly, retainer, per job. For everything except “none” you set the currency, the payment delay in days, the start date and the delivery date; then the contract total, the hourly rate, or the rate per period with a period to choose.

Fixed billing opens a milestones editor: stage, amount or share in per cent (one field with a unit switch), due date. Milestones show up in the payments calendar.

A paid milestone is locked completely — it cannot be edited or removed: the money for it has already arrived.

The deal funnel

The Deals screen is a board: one column per stage, with the number of deals and the totals per currency in the column header (different currencies are not added up). Deals whose stage no longer exists do not disappear — they gather in a No stage column.

Filters: client company, closing date (month, quarter, overdue), search by name. The “Add” button at the bottom of a column creates a deal with that stage already set.

Dragging a card between columns changes the stage; the same can be done with the “Stage” dropdown in the editor.

The deal editor gains a Funnel block: stage, probability (a slider), amount and currency, expected close date, and the outcome — in progress, won, lost.

Funnel stages

The “Funnel stages” dialog opens from three places — the projects overview, the funnel and the deal editor. On first use a starting set is created: Enquiry → Qualification → Proposal → Negotiation → Closing.

The colour applies as soon as you pick it, the name is saved on blur, and the order is changed with the Up/Down arrows. Deleting a stage that deals still point at does not happen blindly: the app asks you to pick a destination stage and moves the deals in one operation before removing the old one.

What happens when the type changes

Demoting a deal to a project clears the stage, the amount, the probability and the close date — the editor warns about this. The billing block survives: the billing mode lives independently of the object type.

Deleting a project (possible only for an archived one) does not delete the related tasks, notes and documents — they are simply unlinked.