Wave 2 — Commercial Operations Deliverables
Implementation Summary, Architecture Compliance Report, Technical Debt Register, UAT Checklist, and Executive Summary
Status: Wave 2 Implementation Complete — Pending Review. STOP. Do not begin the next wave until Wave 2 receives formal approval (Architecture Review, Code Review, UX Review, UAT Approval).
New Entities (1)
- ✓ClientSuccess (client relationship health: HEALTHY → AT_RISK → CRITICAL → CHURNED)
Updated Entities (3)
- ↻Partner — added business_id (PTR), organization_id for multi-tenancy
- ↻RevenueEvent — added business_id (REV), organization_id for multi-tenancy
- ↻Client — added business_id (CLT), organization_id for multi-tenancy
Screens (4)
- ▸Partners list and detail with Revenue Events child table (/partners)
- ▸Revenue Events list and detail (/revenue-events)
- ▸Client Success list and detail (/client-success)
- ▸Wave 2 Deliverables (/release-2-wave-2)
Components Extended (4)
- ⇄EntityFormDialog — added 4 new field types: client, partner, revenueStream, pricingPlan. Extended refMap with 4 new reference types. Extended FK resolution chain with client_name, company, organization_name, code.
- ⇄GovernanceBadge — added 8 new badge type mappings: partner_status, partner_type, revenue_event_status, revenue_event_type, client_success_health, client_success_engagement, client_success_renewal, client_status, payable_status, receivable_status.
- ⇄LearningCatalogListPage — extended references with clients, partners, revenueStreams, pricingPlans.
- ⇄LearningCatalogDetailPage — extended references + added organization_name and client_name to title fallback chain.
Config & Utility Additions (2)
- ⚙commercialOperationsConfig.js — new config file with 3 operational entity configs: partner, revenueEvent, clientSuccess
- ⚙businessIdUtils.js — added 4 new business ID prefixes: CLT, PTR, REV, CSH
Integration Preparation
- 🔗Partner and RevenueEvent entities include organization_id for multi-tenant readiness
- 🔗RevenueEvent references Client, Partner, Learner, Enrollment via FK — prepared for cross-domain event flow
- 🔗RevenueEvent includes receivable_id and payable_id FKs for future Receivable/Payable generation
- 🔗RevenueEvent includes applied_pricing_plan_id and applied_pricing_rule_id for pricing rule stamping
- 🔗ClientSuccess includes renewal_status and renewal_date for retention management
- 🔗No integration implemented — architecture prepared for future revenue recognition workflows
STOP — Awaiting Approval
Wave 2 implementation is complete. All deliverables are documented. STOP. Awaiting Architecture Review, Code Review, UX Review, and UAT Approval.
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