feat(FM-IC-CFG-001): user-defined custom data fields for funders & opportunities - #198
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feat(FM-IC-CFG-001): user-defined custom data fields for funders & opportunities#198SpikeyCoder wants to merge 3 commits into
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Adds a per-user custom-field schema so users can attach their own data
fields (e.g. Program Officer, Internal Priority, Board Champion) to saved
funders and tracked opportunities — closing the Instrumentl gap flagged in
the 2026-06-14 usability audit ('no custom-field schema; funders +
tracked_grants use fixed columns').
Backend:
- Migration 20260614130000_cfg001_custom_fields.sql:
- new custom_field_definitions table (user-scoped RLS, entity =
funder|grant, field_type text/number/date/select/checkbox/url)
- custom_fields jsonb column on saved_funders and tracked_grants
- tracked-grants edge function: persist custom_fields on POST/PUT
Frontend:
- types: CustomFieldDefinition / CustomFieldValue + customFields on
SavedFunderEntry and TrackedGrant
- AuthContext: read/write saved_funders.custom_fields
- lib/customFields.ts helpers
- CustomFieldsEditor: inline value inputs on SavedFunders pipeline cards
- CustomFieldsSettings: new 'Custom Fields' tab in Account Settings to
define fields for funders and opportunities
npm run build passes (tsc -b && vite build).
Deploying funder-finder with
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| Preview URL: | https://299724c9.funder-finder.pages.dev |
| Branch Preview URL: | https://feature-fm-ic-cfg-001-custom-va92.funder-finder.pages.dev |
Bring in PR #192's unique contributions: - ProjectWorkspace.tsx: custom field state, handlers (persistCustomFields, handleAddCustomField, handleRemoveCustomField, handleCustomFieldValueChange), and 'Custom Fields' UI section in grant detail drawer - tracked-grants/index.ts: add sanitiseCustomFields() guard that validates, trims, and caps custom fields (max 50 fields, key max 80 chars, value max 2000 chars) — replaces the simpler typeof check from #198 Closes #192
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FM-IC-CFG-001 — Add custom data fields to funders/opportunities
Closes the Instrumentl competitive gap flagged FAIL in the 2026-06-14 daily usability audit:
Users can now define their own data fields and attach values to the funders and opportunities they track — beyond the fixed columns + free-text notes.
Backend
20260614130000_cfg001_custom_fields.sqlcustom_field_definitionstable (user-scoped RLS;entity=funder|grant;field_type= text/number/date/select/checkbox/url;optionsjsonb for dropdowns).custom_fields jsonbvalue column added to bothsaved_fundersandtracked_grants.tracked-grantsedge function — persistscustom_fieldson POST and PUT.Frontend
types.ts—CustomFieldDefinition/CustomFieldValue;customFieldsonSavedFunderEntryandcustom_fieldsonTrackedGrant.AuthContext— reads/writessaved_funders.custom_fields.lib/customFields.ts— fetch/slugify/coerce/format helpers.CustomFieldsEditor— inline value inputs rendered on SavedFunders pipeline cards.CustomFieldsSettings— new Custom Fields tab in Account Settings to define fields for Funders and Opportunities.Design decisions (autonomous run)
jsonbkeyed byfield_key(tiny cardinality, single-row reads, mirrors existingfunder_datasnapshot pattern) rather than a separate values table.saved_funders/tracked_grants.Verification
npm run build(tsc -b && vite build) passes with no type errors.Generated by the fundermatch-feature-builder scheduled task.