SPEC-ERD-PIP · v0.5
28 June 2026
Owner: Platform team

Pipeline — data model drill-down

The entities behind pipeline.riversync.com: deals and quotes for devices and maintenance agreements, and the handoff that turns a won deal into a provisioned device with its first agreement.

1Contacts, leads & opportunities

The CRM front of the funnel — the contact graph (organization · person, with group / employer / manager hierarchies), the lead raised off a contact, and its conversion to an opportunity whose confirmed variant becomes a deal. One definition, rendered from the central catalog.

2Communications inbox

The unified multi-channel inbox — every external touchpoint as a Conversation on one channel (web-form · email · LINE · Instagram · Facebook · LinkedIn · phone), anchored to its Contact, foldered, and threaded into Messages. Distinct from Support's ChatThread; each message also writes an Activity.

3Sales → provisioning → billing

4Partner channel

Registered by resellers in the Partners app, worked by RiverSync here — every deal shows its channel chain (reseller → distributor → RiverSync, or direct under a per-deal exception). One diagram, one definition — also mounted in the Partners drill-down.

5Conditions in play

The DM-rules that bind this app's surfaces — rendered from the central catalog; the master holds the full set.

6Revision history

Version	Date	Changes
0.1	12 Jun 2026	First drill-down — split out of SPEC-ERD v0.4; commerce diagram
0.2	12 Jun 2026	Partner channel — Deal channel fields, intake stage, direct exceptions (PIP-4…6, DM-24…25); channel diagram PIP-D2
0.4	28 Jun 2026	Sales CRM front of the funnel (new §1, diagram PIP-D3). Adds the salescrm diagram — Contact (organization · person, with ParentId / EmployerId / ManagerId hierarchies) + ContactRelationship, Campaign, Lead, Opportunity / OpportunityVariant and Activity, with the lead→opportunity→deal spine and the conversion bridge to tenancy. Sections renumbered §2–§5. Renders the new DM-43…52 in §4. Cascades from SPEC-PRD v0.33 (SAL-1…8) / SPEC-ERD v0.24 / SPEC-APP-PIP v0.5.
0.5	28 Jun 2026	Communications inbox (new §2, diagram PIP-D4). Adds the communications diagram — Contact → Conversation → Message, with the channel/folder model, the relates-to-funnel link and the bridge that writes an Activity per message; ChatThread shown as the separate Support concern. Sections renumbered §3–§6; renders the new DM-53 · DM-54 in §5. Cascades from SPEC-PRD v0.34 (SAL-9) / SPEC-ERD v0.25 / SPEC-APP-PIP v0.8.