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Deal

A Deal is a Startup’s pursuit of one buyer’s acceptance of one or more Offers, ending won or lost.

It is won when the buyer accepts a Quote, and lost with the buyer’s reason.

Properties

PropertyTypeRequiredDescription
statusstringrequiredOne of Open, Qualified, Proposed, Won, or Lost.
valuemoneyWhat the Deal is worth if won.
ownerWorkerThe Worker who runs it.
closesOndateThe date the buyer expects to decide.
statusSincedatetimeWhen it entered its current status, computed from its Events.
nextSteptextThe next dated step agreed with the buyer.

Object

JSON
{
  "$id": "https://api.sb/quietcopy.com/deals/deal_1",
  "$type": "Deal",
  "status": "Open",
  "value": {
    "amount": 39,
    "currency": "USD"
  },
  "owner": "worker_1",
  "closesOn": "2026-10-22",
  "statusSince": "2026-10-22T12:00:00Z",
  "nextStep": "Example next step"
}

Relationships

Verbs

  1. createCreates a Deal.
    POST /{namespace}/dealsdoDeal.created
  2. getReturns one Deal by id.
    GET /{namespace}/deals/{id}readNo Event
  3. listReturns Deals, newest first, one page at a time.
    GET /{namespace}/dealsreadNo Event
  4. updateChanges the given properties of a Deal.
    PATCH /{namespace}/deals/{id}doDeal.updated
  5. deleteDeletes a Deal; its history is kept.
    DELETE /{namespace}/deals/{id}doDeal.deleted
  6. advanceAdvance moves a Deal to its next stage once every field that stage requires is filled.
    POST /{namespace}/deals/{deal}/advancedoDeal.advanced
  7. assignAssign gives a Deal one owner Worker, who carries its next step until it is won or lost.
    POST /{namespace}/deals/{deal}/assigndoDeal.assigned
  8. loseLose closes a Deal as lost and records the reason the buyer gave.
    POST /{namespace}/deals/{deal}/losedoDeal.lost
  9. proposePropose sends a Deal’s buyer a Quote they accept to place an Order.
    POST /{namespace}/deals/{deal}/proposedoDeal.proposed
  10. winWin closes a Deal as won, which places its Order and makes the buyer a Customer.
    POST /{namespace}/deals/{deal}/windoDeal.won

Permissions

Which Access level may call each Verb. One-way Verbs wait their delay window.

Operationowneradminmemberviewer
Deal.createYesYesYesNo
Deal.getYesYesYesYes
Deal.listYesYesYesYes
Deal.updateYesYesYesNo
Deal.deleteYesYesYesNo
Deal.advanceYesYesYesNo
Deal.assignYesYesYesNo
Deal.loseYesYesYesNo
Deal.proposeYesNoNoNo
Deal.winYesYesYesNo

Call it

Text
Propose the latest deal with a quote.

Example

A Deal with a county planning firm pursues the $900-a-month permit-records Offer plus a $3,000 backfill: value: 13,800 for year one. After two Meetings the firm accepts the Quote, and Quote.accept wins the Deal.