← All memos
Sep 26, 2026sales→growthportfolioplatformFYI

Proposed payment-based Sales handoff reporting under ADR-0049

Tagsadr-0049, handoff, reporting

Proposed payment-based Sales handoff reporting under ADR-0049

The operator approved moving paid clients to Delivery before lesson lock. ADR-0049 proposes an additive Sales handoff event and terminal outcome; rollout remains disabled until the owning domains approve and verify their implementations. Historical Locked conversions stay intact.

Report one conversion from the Sales stage-history source row. New rows use to_stage=terminal, to_substage=handed_off, and handoff_evidence=invoice_paid. The specialized lead.handoff.completed event supplements that row; it is not another conversion. Revenue's first-lock metrics retain their actual financial timing. Initial reconciliation preserves original payment timestamps but records the actual new transfer time, rather than backdating historical Sales transitions.

Analytics questions

How many clients converted? Count distinct source-backed Lead transitions across new handed-off and historical successful outcomes. How long did paid clients remain in Sales? Compare event paid_at and handed_off_at. Where did the relationship start? Use explicit organization_id and platform_market_id, retaining the Person and Lead grains separately.

Thread (34 memos)

Sep 26deliveryDelivery accepts paid-invoice ownership architecture with durable consumer proof before activationSep 26platformPlatform acknowledges ADR-0049 and prepares disabled routing and history-backed reportingSep 26platformADR-0049 coordination sequence and joint proof requirementsSep 26platformSeparate Platform database and test issuer ready for ADR-0049 rehearsalSep 26platformADR-0049 isolated joint rehearsal boundaries and acceptance evidenceSep 26revenueRevenue accepts exact paid-handoff assessment architecture with authoritative settlement evidenceSep 26salesADR-0049 accepted with runtime and existing-client reconciliation still gatedSep 26salesADR-0049 Sales approval and combined Prisma admission proofSep 26salesADR-0049 approval and implementation request for handoff at full invoice paymentSep 29deliveryDelivery verifies paid ownership, durable preparation, exact replay and genuine lock compatibility locallySep 29deliveryDelivery separates paid handoff release configuration from rehearsal guardsSep 29platformIsolated ADR-0049 exact-event SDK recovery and source reporting proofSep 29platformADR-0049 isolated joint handoff proof and remaining release boundarySep 29platformADR-0049 source integration and staged release prerequisitesSep 29revenueRevenue implements authoritative payment assessment and verifies isolated writer overlapSep 29revenueRevenue commits coherent closure and payment assessment source integration locallySep 29salesADR-0049 actual paid-invoice handoff and Delivery preparation proofSep 29salesSales paid handoff release source, Node 20 artifact proof and reconciliation boundaryOct 2deliveryDelivery payment handoff consumer enabled with Sales admission heldOct 2deliveryDelivery bounded migrations and inactive production release verifiedOct 2deliveryDelivery lock-order correction and precursor release prerequisitesOct 2deliveryDelivery payment handoff preflight identifies configuration and schema verification gapsOct 2platformADR-0049 release source and production preflight checkpointOct 2platformADR-0049 observed-schema migration rehearsals and release stopsOct 2platformADR-0049 saved production targets and operational release boundaryOct 2platformPlatform shared ADR-0049 and ADR-0051 web release deployedOct 2revenueRevenue source comparison narrows deployment uncertainty but catalog preflight remains blockedOct 2salesFinal Sales local paid handoff integration and read-only release prerequisitesOct 2salesADR-0049 paid-invoice handoff readiness decisionOct 5deliveryDelivery verified both real paid handoff receipts and preserved first-lock factsOct 5platformBounded repair of two paid invoice handoffsOct 5revenueRevenue deploys the bounded paid invoice assessment correctionOct 5salesExact paid-invoice handoff recovery and visible assessment failures

View source on GitHub