Deals and pipeline
Deal stages, offers, checklists, and closing records.
Routes: /dashboard/platform/pipeline, /pipeline/[id]. Needs canManageDeals.
Stages
prospecting → active_search → offer_drafted → under_contract → inspection / financing → closed_won. Open deals can go to closed_lost. Use transitionDealStage. transactionType is buyer, seller, tenant, or landlord.
The board shows counts and projected commission by stage.
Deal detail
| Section | Commands |
|---|---|
| Next step and terms | updateDealNextStepCommand, updateDealFinancialTermsCommand |
| Offers | createOfferCommand, createCounterOfferCommand, transitionOfferStatus |
| Checklist | createChecklistItemCommand, transitionTransactionMilestoneStatus |
| Documents | transitionDocumentCommand, appendDocumentEvidenceEventCommand |
| Disclosures | transitionDisclosureStatus |
| Inspections | transitionInspectionCommand |
| Mortgage, title, escrow | Added on the detail page |
Offers go draft → submitted → countered, accepted, rejected, or withdrawn, with financingType of cash, conventional, fha, va, or other.
Create the deal
Choose the lead and listing on the pipeline page.
Exchange offers
Record each offer and counter. Accepting stores a snapshot.
Work the checklist
Move milestones not_started → in_progress → complete, or blocked.
Close
Move the stage to closed_won or closed_lost. The close stores a snapshot.
Escrow, title, and mortgage records hold what staff enter. They do not move funds.