Opportunities API

import { getOpportunityCategories } from '@/lib/actions/opportunities'
 
const result = await getOpportunityCategories()

import { createOpportunityCategory } from '@/lib/actions/opportunities'
 
const result = await createOpportunityCategory({
  name: 'Botox Inquiry',
  color: '#10b981'  // emerald
})

import { getOpportunities } from '@/lib/actions/opportunities'
 
// All open opportunities
const result = await getOpportunities({
  status: ['open', 'contacted', 'qualified', 'proposal']
})
 
// Assigned to specific staff
const myLeads = await getOpportunities({
  assigned_to: 'staff-uuid'
})
 
// Search
const search = await getOpportunities({
  search: 'botox',
  limit: 20,
  offset: 0
})

import { getOpportunity } from '@/lib/actions/opportunities'
 
const result = await getOpportunity('opportunity-uuid')
// Includes full notes and activity history

import { createOpportunity } from '@/lib/actions/opportunities'
 
// New prospect (not yet a client)
const result = await createOpportunity({
  title: 'Interested in Botox package',
  prospect_name: 'Jane Doe',
  prospect_email: 'jane@example.com',
  prospect_phone: '+15551234567',
  category_id: 'category-uuid',
  estimated_value: 500.00,
  probability: 50,
  source: 'website',
  assigned_to: 'staff-uuid',
  follow_up_date: '2026-02-20T10:00:00Z',
  description: 'Filled out inquiry form for Botox. First-time client.'
})
 
// Existing client with new opportunity
const existing = await createOpportunity({
  title: 'Membership upgrade',
  client_id: 'client-uuid',
  category_id: 'membership-category-uuid',
  estimated_value: 1200.00,
  probability: 75,
  source: 'referral'
})

import { updateOpportunity } from '@/lib/actions/opportunities'
 
const result = await updateOpportunity('opportunity-uuid', {
  status: 'qualified',
  probability: 70,
  estimated_value: 600.00,
  follow_up_date: '2026-02-25T14:00:00Z'
})

import { closeOpportunity } from '@/lib/actions/opportunities'
 
// Won!
const won = await closeOpportunity('opportunity-uuid', {
  won: true,
  transaction_id: 'transaction-uuid'  // optional: link to sale
})
 
// Lost
const lost = await closeOpportunity('opportunity-uuid', {
  won: false,
  reason: 'Went with competitor - price sensitive'
})

import { deleteOpportunity } from '@/lib/actions/opportunities'
 
const result = await deleteOpportunity('opportunity-uuid')

import { addOpportunityNote } from '@/lib/actions/opportunities'
 
const result = await addOpportunityNote(
  'opportunity-uuid',
  'Called and left voicemail. Will try again tomorrow.'
)

import { getOpportunityNotes } from '@/lib/actions/opportunities'
 
const result = await getOpportunityNotes('opportunity-uuid')
// Returns notes in reverse chronological order

import { logOpportunityActivity } from '@/lib/actions/opportunities'
 
// Log a phone call
const result = await logOpportunityActivity({
  opportunity_id: 'opportunity-uuid',
  activity_type: 'call',
  description: 'Discussed treatment options',
  outcome: 'Very interested, sending info packet'
})
 
// Schedule a follow-up meeting
const meeting = await logOpportunityActivity({
  opportunity_id: 'opportunity-uuid',
  activity_type: 'meeting',
  description: 'Consultation appointment',
  scheduled_at: '2026-02-20T14:00:00Z'
})
 
// Complete a scheduled activity
const completed = await logOpportunityActivity({
  opportunity_id: 'opportunity-uuid',
  activity_type: 'meeting',
  description: 'Consultation completed',
  outcome: 'Ready to book, sending proposal',
  completed_at: new Date().toISOString()
})

import { getOpportunityActivities } from '@/lib/actions/opportunities'
 
const result = await getOpportunityActivities('opportunity-uuid')
// Full activity timeline

import { getOpportunityStats } from '@/lib/actions/opportunities'
 
const result = await getOpportunityStats()

{
  "success": true,
  "data": {
    "counts": {
      "open": 15,
      "contacted": 8,
      "qualified": 5,
      "proposal": 3,
      "won": 12,
      "lost": 7,
      "stale": 2
    },
    "totalValue": 25000.00,
    "weightedValue": 12500.00,
    "needsFollowUp": 4,
    "total": 52
  }
}

import { convertToClient } from '@/lib/actions/opportunities'
 
const result = await convertToClient('opportunity-uuid')
 
if (result.success) {
  const { client_id } = result.data
  // Opportunity is now linked to this client
  // Prospect info was used to create client record
}

// 1. Receive inquiry from website form
const opportunity = await createOpportunity({
  title: 'Website Inquiry - Botox',
  prospect_name: formData.name,
  prospect_email: formData.email,
  prospect_phone: formData.phone,
  source: 'website',
  description: formData.message,
  follow_up_date: tomorrow
})
 
// 2. Assign to staff
await updateOpportunity(opportunity.data.id, {
  assigned_to: 'sales-staff-uuid'
})
 
// 3. Staff makes contact
await logOpportunityActivity({
  opportunity_id: opportunity.data.id,
  activity_type: 'call',
  description: 'Initial outreach call',
  outcome: 'Left voicemail'
})
 
// 4. Follow up, qualify, etc.
 
// 5. Convert when ready to book
await convertToClient(opportunity.data.id)
await closeOpportunity(opportunity.data.id, { won: true })

// When a membership is expiring, create opportunity for renewal
const opportunity = await createOpportunity({
  title: 'Membership Renewal',
  client_id: existingClientId,
  category_id: 'renewal-category-uuid',
  estimated_value: membershipPrice,
  probability: 70,  // Existing clients more likely to renew
  source: 'internal',
  follow_up_date: thirtyDaysBeforeExpiration
})