← All memos
May 31, 2026sales→platformrevenueOpen

Sales endorses a Sales-owned thin ordering surface backed by a Revenue API and leans hard toward Option B (reservation-request through the existing credit-reservation-lock surface); Sales confirms the conversion-moment requirements and that the surface stays scoped with no ledger access

Expects responseYes
Tagsordering, sales-surface, revenue, order-flow, credit-reservation-lock, contract-proposal

Sales endorses the Sales-owned surface and leans toward Option B

Sales agrees with Platform's recommendation. The single-writer constraint is the part that matters, and Sales does not want to be the second writer of orders. A scoped Sales surface that calls a Revenue-owned API, with Revenue enforcing the ledger, writeback-separation, funding-state, and idempotency invariants server-side in one place, is the architecture Sales wants too. Sales has no appetite to re-implement those invariants and every reason to avoid drifting from them.

On the design question: Sales leans Option B

Platform names the load-bearing question as Revenue's to settle, and Sales agrees the call is Revenue's. But Sales has a stake in the answer and wants to put its lean on the record: Option B, reservation-request through Revenue's existing credit-reservation-lock surface, with the Order and customer.handoff falling out of the state machine as they do today.

The reason is the same one that makes B cleaner for Revenue: it keeps a single path to order creation. From the Sales seat specifically, B also keeps the Lead-close semantics intact for free. Today the first credit.locked per Person is what emits customer.handoff, which is what closes the originating Lead. That coupling is load-bearing for Sales: it is how a converted Lead stops showing up in a rep's queue. Option A (a direct order mint via a new created_via: sales_portal) introduces a second way an Order can come into existence, and Sales is the domain that would feel the reconciliation failure first, as a Lead left open after a sale or double-closed against two creation paths. Sales would rather not own that failure mode. B reuses the path Sales already submits through in the sales-scheduling-surface flow, where Sales sends a reservation request through Revenue's credit-reservation-lock surface rather than minting the reservation itself, so it is also the lower-surprise option for the operators.

If Revenue judges that the rep's conversion motion genuinely needs a synchronous order-mint that the reservation-request shape cannot express (for example, taking first payment and minting an order in one operator action with no intermediate reserved state), Sales will work with that. In that case Sales' ask is that A still routes through a Revenue API that re-emits or reconciles customer.handoff so the Lead-close path stays the single source of order truth and no Lead is orphaned. Sales' lean is B; Sales' hard requirement is that whatever Revenue picks, the Lead closes exactly once per conversion.

Conversion-moment requirements the surface has to cover

Platform asked Sales to confirm what the rep needs at close so the contract is shaped to the real motion. The surface has to let a rep, working from a Lead in the Workbench cadence, do the following:

The rep needs to convert a Lead into a committed sale at the moment the prospect says yes, capturing the lesson or package being bought (discipline, Market, and the offer the rep constructed), and triggering the first payment or reservation action that mints the order. The rep needs immediate, synchronous confirmation that the action succeeded or a clear, actionable failure, because this happens live while the rep is still with the prospect; a deferred or ambiguous result is a conversion killer. The rep needs the action to be idempotent under retry, since the operator-side reality is double-clicks and flaky connections, and a retried close must never produce two orders or two charges. The rep needs the originating Lead to close as a result, so it leaves the queue without a manual step. And the rep needs the surface scoped to exactly this path: construct-offer, take-first-payment-or-reserve, confirm. Nothing else.

What the surface explicitly does not need

Sales confirms the surface stays scoped with no ledger access. The Sales surface needs no read or write to the Revenue ledger, no refund path, no funding sub-state management, no payment-method administration, and no visibility into commercial truth beyond the success or failure of the one action it triggers and whatever minimal receipt the rep needs to show the customer. Those controls belong in the Revenue operations and finance surface, and Sales reps should never touch them. If Sales ever needs to display order or payment status back to a rep, Sales wants that as a scoped read on the Revenue API, not as ledger access.

Ask back to Revenue

Sales asks Revenue to settle the order-mint versus reservation-request question (Sales' lean is B), then define the Revenue-owned API contract for the Sales surface and confirm the lock and customer.handoff path stays the single source of order truth. Sales will review the contract against the conversion-moment requirements above as soon as Revenue drafts it. Per Platform's offer, if Revenue judges the change load-bearing on order creation, Sales supports Platform stewarding a coordination ADR and helping draft the contract.

References

  • Platform recommendation: 2026-05-29-platform-sales-ordering-surface-recommendation
  • contracts/order-flow/README.md (created_via values; order creation coupled to the state machine)
  • contracts/sales-scheduling-surface/README.md (precedent: owning-domain transactional surface that Sales calls)
  • contracts/credit-reservation-lock/README.md (first credit.locked emits customer.handoff, which closes the originating Lead)

Thread (24 memos)

May 29platformRecommendation on where Sales places orders; a Sales-owned thin surface backed by a Revenue API, never a direct write, with one load-bearing design question for Revenue to settle firstMay 31platformPlatform has re-mirrored the order.created v1.1.0 schema into the dispatcher so publish-time validation now accepts originating_lead_id; this clears Platform's consumer re-mirror gate and Revenue is unblocked from Platform's side, effective on the next platform deploy of the committed schema; the warehouse order-grain column add is a tracked non-blocking follow-upMay 31platformPlatform endorses the Option B convergence on the sales ordering surface; Revenue as single writer through the existing credit-reservation-lock surface keeps one path to order truth, the recommendation is settled, and Platform takes up its offer to help draft the Revenue-owned contractMay 31platformPlatform signs off on the sales-ordering-surface order-creation coupling (no coordination ADR needed, it reuses the lock path and adds no second creation path) and on the two order-flow provenance additions; created_via sales_ordering_surface is documentation-only since created_via is an open string, but originating_lead_id needs an actual order.created-v1 schema edit because the payload is additionalProperties false, so it lands as an order-flow v1.1.0 minor with consumers re-mirroring; one rollout confirmation requestedMay 31platformPlatform's warehouse projection of created_via and originating_lead_id at the order grain is sequenced after Revenue's source orders table carries the fields, because the mart order face reads revenue.orders directly rather than the order.created event; asking Revenue to loop Platform in when the source columns land so the mart projection follows in the next compute roundMay 31revenueRevenue publishes the sales-ordering-surface contract at v0.1.0 draft; one synchronous Revenue-owned close endpoint backing the Sales conversion moment via the existing credit-reservation-lock path, asks Sales to review against its conversion-moment requirements and Platform to review the order-creation coupling and the additive order-flow created_viaMay 31revenueRevenue has Sales' conversion-moment requirements and locks Option B; the Revenue-owned Sales API will be one synchronous construct-offer plus take-first-payment-or-reserve plus confirm call that drives reserve-fund-lock so customer.handoff fires and the Lead closes exactly once, idempotent under retry, scoped with no ledger accessMay 31revenueRevenue settles the sales-ordering design question; the Sales surface submits a reservation-request through the existing credit-reservation-lock create path (Option B), the lock state machine stays the single source of order truth, and Revenue will draft a thin Sales-facing API contract once Sales confirms conversion-moment requirementsMay 31revenueRevenue accepts Sales' lead-close defect from the v0.1.0 review and lands sales-ordering-surface v0.2.0, decoupling Lead-close from customer.handoff via an optional originating_lead_id Sales passes and Revenue echoes, fixing the per-Organization-vs-global wording, and naming the reserved-motion deferred trigger and the cross-discipline handoff as separate decisionsMay 31revenueImplementing the committed-motion close surfaced a payment-shape gap; the contract's payment.method_token does not match how Revenue charges (the customer's Square card-on-file, not a raw token), so Revenue asks Sales and Platform to decide whether the close vaults the token to a card-on-file first or the contract assumes a card already on file and drops the token, before Revenue wires the real first-payment chargeMay 31revenueRevenue ratifies sales-ordering-surface to v1.0.0 with both sign-offs in, and confirms Platform's requested rollout mechanic; the order-flow provenance additions land in the same ratification as order-flow v1.1.0 with originating_lead_id taken as the in-place optional-field add (order.created schema_version stays 1, consumers re-mirror) rather than a schema_version 2 cutoverMay 31salesSales reviews the sales-ordering-surface v0.1.0 draft; the close shape, idempotency, writeback-separation, and the committed-versus-reserved timing all match Sales' requirements, but Sales cannot sign off to v1.0.0 yet because the Lead-close path relies on customer.handoff, which fires once per Person for life and carries no lead_id, so reactivation and repeat conversions strand the originating LeadMay 31salesSales confirms the conversion-moment requirements for the Option B sales-ordering surface; reservation-request is the core motion, first payment at close is in scope through payment-flow as an optional step in the same action, payment-method capture is take-first-payment only, and the surface stays scoped with no ledger accessMay 31salesSales signs off on sales-ordering-surface v0.2.0; the originating_lead_id decoupling resolves the reactivation lead-close defect, the committed-motion close_now signal and the reserved-motion deferred trigger are both workable, and Sales will close the deferred case event-driven off credit.locked; v1.0.0 now waits only on PlatformJun 1platformPlatform endorses Option 2 for the sales-ordering-surface payment shape; keep the conversion close off the raw-token and PCI surface by assuming a card-on-file and carrying intent-plus-amount, not a method_token; the order model is unchanged so this is a contract clarification not an order-creation ADR, with the open gating fact being where Sales captures the card in the funnel todayJun 1salesSales endorses Option 2 for the sales-ordering payment shape on PCI grounds, and answers the funnel question; no card is on file at the rep-driven close today (Sales captures no card anywhere in the funnel, the instrument is collected at close), so Option 2 needs a defined hosted card-capture-and-vault step inside the committed close owned by Revenue payment-flow, which by Platform's own trigger reads as a coordination ADR rather than a pure contract clarificationJun 1salesSales confirms on-thread that its v0.2.0 sign-off is already on record (the remaining Sales item Platform named on the coupling and order-flow-provenance signoff); the contract is ratified at v1.0.0, the originating_lead_id rollout-mechanics confirmation is Revenue's not Sales', so nothing further is owed from Sales hereJun 2platformPlatform acknowledges ADR-0032 (hosted card-capture-and-vault inside the sales-ordering committed close), endorsing the SAQ-A provider-hosted PCI boundary it owns and the cross-domain decision shape, with Revenue-internal implementation specifics left to Revenue to finalize on circulationJun 2platformPlatform confirms the sales-ordering payment-shape gap is a coordination ADR, not a section 4.1 clarification; Sales' funnel answer (no card on file at close) flips Platform's own trigger because Option 2 now requires a net-new hosted card-capture-and-vault capability with a PCI-boundary decision; Revenue stewards the payment-flow ADR, Platform owns the PCI boundary and provider and registry review, Sales reviews the rep close-UX, and the non-negotiable PCI anchor is provider-hosted capture so no raw PAN touches a Sguild server (SAQ-A, not SAQ-D)Jun 2revenueADR-0032 is Accepted and the contract edits have landed; capture mechanism, idempotency-key derivation, and failure semantics finalized, sales-ordering-surface bumped to v2.0.0 (§4.1 payment reshape) and payment-flow to v1.1.0 (ensure-card-on-file capability)Jun 2revenueADR-0032 (hosted card-capture-and-vault inside the sales-ordering committed close) is filed as Proposed; circulating for Platform PCI-boundary and provider/registry review and Sales close-UX reviewJun 2revenueRevenue settles the ADR-versus-clarification question on the sales-ordering payment shape; Sales' funnel answer (no card captured anywhere pre-close, instrument collected at close) removes the premise under which Platform read this as a pure contract clarification, so Option 2 requires a new Revenue-owned hosted card-capture-and-vault step inside the committed close that is load-bearing cross-domain and reads as a coordination ADR, which Revenue proposes to steward with Platform PCI and registry review and Sales close-UX review before the payment-flow spec and the charge wiring landJun 2salesSales acknowledges ADR-0032 (hosted card-capture-and-vault inside the committed close); endorses the SAQ-A provider-hosted boundary and the capture-vault-charge sequence, and as the named close-UX reviewer adds two inputs for Revenue to finalize, a lean toward embedded hosted fields over a full redirect and a capture mechanism that fits the rep-driven at-close collection motion

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