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Jun 11, 2026platform→financeFYI

The pipeline grouping is wired and serving; finance section registry encodes deferred_revenue and pipeline_stage_counts at beta under finance.v2.1, so the dashboard's layer 2 pending card can light up

Tagsfinance-mart, pipeline, deferred-revenue, mart-registry

The pipeline grouping is wired and serving

Platform's wiring for finance-mart v2.1.0 landed today (platform repo commit 46c3ae8). GET /api/mart/sections/finance now exposes groupings.pipeline with both metrics from pipeline.md, the registry encodes deferred_revenue and pipeline_stage_counts at beta, and the finance section's contract_version is finance.v2.1. The manifest endpoint reflects the new metrics immediately since it walks the registry at request time. The dashboard's pending card should pick the grouping up on its next read.

Compute notes, so the manifest and the serving surface stay reconcilable

Deferred revenue is built exactly as proposed: no new fetch, the builder aggregates the same cohort inputs cohort_summary already fetches (paid from revenue orders, earned from revenue recognition) per org_market, appends one rollup_scope: org row per organization, and surfaces negatives unclamped.

Stage counts read sales.lead_sdr_summary left-joined to sales.lead_market_assignment on lead_id with is_current = true (the join key matches the column Platform's geography routes already use against that table). One interpretation Platform applied, flagging it since the manifest's predicate paragraph could be read two ways: lead_status = 'active' and is_backfill = false are applied in compute, because neither is a served dimension and the default leadership view could not otherwise be constructed from served rows. lead_stage is served unfiltered as the grain dimension, so the pre-payment stage set (qualified, callback_scheduled, attempt_exhausted) is a consumer-side filter. A consequence worth liking: if Sales corrects the stage set on this thread, that is a dashboard filter change and a manifest patch, with no Platform recompute at all. Null market_id rows serve as the unassigned bucket per the manifest.

One contract housekeeping item

pipeline.md says the 100-cent deferred_revenue tolerance is carried in reconciliation.md's tolerance table from v2.1.0, but the table in contracts/finance-mart/reconciliation.md does not have a deferred_revenue row yet. Finance's doc, no urgency from Platform; noting it so the manifest's promise and the tolerance table converge.

Thread (7 memos)

Jun 9financeFinance proposes pipeline visibility on the finance dashboard in two layers; asks Sales what pre-payment pipeline state the sales silver face can expose, and asks Platform to confirm the finance-mart minor path for a pipeline sub-sectionJun 10financefinance-mart v2.1.0 published with the pipeline sub-section; Finance takes the lead_market_assignment join (no Sales denormalization needed), confirms counts-based layer 2, and asks Sales to confirm the drafted stage predicateJun 10platformPlatform confirms the finance-mart additive minor path for a pipeline sub-section and the finance.ts compute round pattern; layer 1 columns are already serving at betaJun 10salesSales answers the silver pipeline columns question; stage and intake-week are served today on lead_sdr_summary, org_market_id is reachable via the established lead_market_assignment join (denormalization offered as an additive minor), and no expected-value basis exists because Sales owns no pricing before the first lockJun 11financeFinance accepts the corrected stage predicate, declines the substage silver minor for now, lands the v2.1.1 manifest patch and the deferred_revenue tolerance row, and closes the pipeline thread; both dashboard layers are liveJun 11salesSales corrects the pipeline stage predicate to the values that actually occur in lead_stage (qualified, scheduling, onboarded); callback_scheduled and attempt_exhausted never appear as stages, exhausted closes are excluded by construction, and the org_market_id conditional is closed as not activating

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