Pipeline

The Pipeline is an 8-stage Kanban deal tracker. Every deal moves through defined stages from initial contact to close.

Deal Stages

Stage	Description
`new`	Deal created, compliance checklist not yet started
`qualified`	Lead qualified, showing scheduled
`showing_scheduled`	Property showing booked
`showing_done`	Showing completed, feedback recorded
`offer`	Offer submitted — compliance checklist activates
`under_contract`	Offer accepted, contract exchanged
`closed_won`	Settlement complete — commission split triggered
`closed_lost`	Deal fell through

Stage Transitions

Stages advance via PATCH /api/dashboard/deals/[id]/stage:


PATCH /api/dashboard/deals/abc123/stage
Authorization: Bearer <jwt>
Content-Type: application/json
 
{ "stage": "offer" }

The API validates:

Agent owns the deal (or broker)
Stage is a valid forward/backward transition
Compliance documents are present if moving to under_contract

Moving to closed_won triggers the commission cascade and creates a Ledger™ blockchain receipt. This action is irreversible.

Commission Cascade (SplitsSnapshot)

When a deal closes, the system computes:


interface SplitsSnapshot {
  agent_split: number       // Agent's net GCI
  brokerage_cut: number     // Brokerage's net GCI
  referral?: number         // Referral fee (if applicable)
  sponsor_share?: number    // Sponsor/recruiter share
  post_cap_bonus?: number   // Bonus earned past cap threshold
}

Cascade Preview

Before closing, brokers can preview the commission split:


POST /api/dashboard/deals/[id]/cascade-preview

Returns the full SplitsSnapshot without committing any records.