Opportunities — Production Guide

Licensing

• Catalog slug: opportunities
• Category: Sales (sales)
• Free Marketplace opt-in (not auto-installed)
• Catalog flags: is_default_included = false, is_billable = false, price 0, sort_order = 40
• New workspaces receive only Leads + Tasks by default; enable Opportunities from Marketplace
• Sales Pipeline is not a separate catalog row — stages and board ship inside this module
• Existing workspaces that already have Opportunities keep their subscription (policy change does not uninstall)

Bootstrap

On new workspace create:

1. installDefaultModules() installs published is_default_included modules (Leads, Tasks only)
2. Operators enable Opportunities from Marketplace (free / non-billable install activates immediately)
3. Tenant permissions include opportunities.* via config/tenant-permissions.php / default role maps
4. First API use seeds default opportunity_stages via OpportunityStageSeeder (idempotent)

Permissions rollout

New Opportunities permissions for existing workspaces ship as an additive data migration using TenantPermissionSynchronizer::grantMissingDefaultRolePermissions([...]). Do not re-seed roles.

Ask EloSync Opportunity triage ships on catalog ai 1.6.0 (not an Opportunities bump). See AI Opportunity triage production readiness.

Monitoring

• Platform audit events: opportunity_created, opportunity_updated, opportunity_deleted, opportunity_assigned, opportunity_stage_changed, opportunity_note_added, opportunity_tag_created, opportunity_tags_synced
• Notifications: assignment via OpportunityAssignedNotification

Deploy checklist

1. Migrate tables (opportunity_stages, opportunities, opportunity_tags, opportunity_opportunity_tag, opportunity_notes, opportunity_activities); catalog bump opportunities → 1.1.1 (colored tags)
2. Register the opportunities catalog module via migration (DefaultModuleRegistrar) as free Sales opt-in — not db:seed
3. Run opportunities permissions migration so default roles receive missing opportunities.* grants
4. Confirm module:opportunities + opportunities.* permissions on target roles
5. Deploy Frontend SPA with Opportunities nav/pages (mirror Leads board + table, inline tags) when the SPA ships