Opportunity Schema

Opportunity title

Detailed description (plain text)

Rich text HTML version of the opportunity description

Pipeline status (tenant-configurable)

Opportunity priority level

Sales pipeline UUID (references sales_pipelines collection)

Customer party UUID

Specific site/address of the associated party

Contact person UUID

Assigned sales rep user UUID

Organization unit UUID

Deal value / CLV (Decimal128 as string, synced with customerLifetimeValue)

One-time revenue (hardware, projects, migrations)

Monthly recurring revenue (MRR)

Minimum contract duration in months

Estimated customer lifetime in months (manual override; auto-calculated from party churn data or tenant default if null)

ARR = MRR × 12

TCV = onetime + (MRR × contractDurationMonths)

CLV = onetime + (MRR × estimatedLifetimeMonths)

Weighted value = CLV × (probability / 100)

ISO 4217 currency code

Win probability in percent

Expected close date (YYYY-MM-DD)

Due date — act on the opportunity by this day (YYYY-MM-DD)

Lead source (references opportunity_sources name)

Linked contract UUID

Linked project UUID

Reason for losing the opportunity

If set, this opportunity was merged into the referenced opportunity

Opportunity number of the opportunity this was merged into (denormalized for display)

Tags

Set when this opportunity was converted to another entity (ticket). The opportunity is kept — not deleted — so linked records stay reachable. Written only by the conversion routes.

Set when this opportunity was created by converting another entity (ticket). Written only by the conversion routes.

Timestamp of the last status change (drives time_in_status / time_to_status targets, ADR 0117a)

Timestamp at which the latest inbound prospect email was acknowledged as "handled, no reply needed". Clears the awaiting-reply badge when >= the last inbound email time; a newer inbound email re-arms the badge. Mirrors ticket.inboundReplyAckedAt.

User who acknowledged the latest inbound prospect email (see inboundReplyAckedAt).

Opportunity is snoozed until this timestamp; hidden from active pipeline views

User who snoozed the opportunity

When the opportunity was snoozed

Reason provided when snoozing

ID of the follow-up task created at snooze time (due at snoozedUntil). Cleared on unsnooze.

Set by the snooze-wakeup worker when snoozedUntil passed. snoozedUntil/snoozeReason stay in place so the board can flag the opportunity as "Wiedervorlage fällig" (red) until a user acts on it; it also makes the wakeup fire exactly once. Cleared on snooze/unsnooze. Absent on documents predating the field = never woken (no backfill needed).

Denormalized active service targets (ADR 0117a)

Provenance marker for the source system a weclapp-born opportunity was imported from (ADR 0220). The weclapp sync anchor lives in externalReferences[system="weclapp"], NOT here.

Cross-system linking refs (e.g. weclapp). The weclapp entry is the identity anchor for the bidirectional opportunity sync (ADR 0220). Read/written by the inbound + outbound sync workers and indexed for duplicate prevention.