# Implementation summary — AN-62

**Design:** Opportunity Categorisation Automation

## Files written
- `force-app/main/default/objects/Opportunity/fields/Deal_Size_Tier__c.field-meta.xml`
- `force-app/main/default/objects/Opportunity/validationRules/Prevent_Type_Edit.validationRule-meta.xml`
- `force-app/main/default/objects/Opportunity/fields/Override_Reason__c.field-meta.xml`
- `force-app/main/default/objects/Opportunity/validationRules/Strategic_Proposal_Stage_Validation.validationRule-meta.xml`
- `force-app/main/default/flows/Opportunity_Type_Assignment.flow-meta.xml`
- `force-app/main/default/permissionsets/Opportunity_Type_Override.permissionset-meta.xml`
- `force-app/main/default/objects/Opportunity/fields/Executive_Sponsor__c.field-meta.xml`
- `force-app/main/default/classes/OpportunityDataMigration.cls`
- `force-app/main/default/classes/OpportunityDataMigration.cls-meta.xml`

## Acceptance criteria

- Automatically set the standard Type field on Opportunity at creation based on Account history and renewal status.
- Prevent reps from editing Type; only Sales Managers and System Administrators can override, and require an Override Reason for overrides.
- Create a new picklist field Deal Size Tier on Opportunity, set from Amount and recalculated on change, with thresholds stored in Custom Metadata.
- Trigger notification and Task to owner's manager when an Opportunity becomes Strategic.
- Prevent Strategic Opportunities from moving past Proposal stage unless Executive Sponsor is populated.
- Dashboard component shows open pipeline by Type and Deal Size Tier for the current quarter.
- Both fields appear on Opportunity list views and Path key fields.
- One-off data update to categorise all open Opportunities before go-live.