About Dealsplit

Revenue recognition for real estate teams, simplified.

Changelog

Added

• Google Sheets: Added "Gross to Office" column for principal agent's gross commission
• Google Sheets: Added Agent 3 Name and Agent 3 Split columns (now supports 3 non-principal agents)
• Google Sheets: Agent overflow warning when deal has more agents than available sheet slots
• QBO: Auto-create vendors when posting journal entries - agents without a QBO vendor ID get matched to existing vendors via fuzzy name matching, or created as new vendors
• QBO: Qbo.VendorSync module with ensure_vendors_for_deal/2 for bulk vendor sync and sync_agent/2 for single-agent sync
• QBO: Vendor sync summary included in posting audit logs (matched/created/skipped/errors counts)
• Initialized tk ticket system for project task tracking

Changed

• Google Sheets: Agent splits now show GROSS commission (base commission component) instead of NET (fee_amount) to match journal entries
• Google Sheets: Agents now sorted by gross commission amount (highest first) instead of insertion order
• Google Sheets: Principal agent separated from non-principal agents - principal goes to "Gross to Office", others fill Agent 1/2/3 slots in order of commission
• QBO Poster: Now runs vendor sync before posting journal entries - preloads deal_parties with agents
• Row formatter now preloads agent association to detect principal status via agent.role == :principal

Fixed

• Google Sheets: Agent split amounts now match journal entry "Commissions Paid Out" values (gross, not net)
• Google Sheets: Consistent ordering between UI display and sheet output
• Deal Wizard: Running tally no longer overlaps the Progress sidebar
• Deal Wizard: Journal Entry Preview now shows full account names on hover (tooltip)
• Dark Mode: Fixed overly bright chips and badges throughout the app (status badges, fee component tags, dimension tags, role badges)

Tech Debt / Refactor

• Extracted partition_agents/1 helper to cleanly separate principal from non-principal agents
• Extracted get_gross_commission/1 helper to calculate base commission from fee components
• Added Qbo.Client.query_vendors/1 and create_vendor/2 for vendor API operations
• New Qbo.VendorSync module encapsulates fuzzy name matching (via NameMatcher) and vendor lifecycle

Upgrade and Migration

• Users must add "Gross to Office" column to their Google Sheets and refresh mappings
• Users may add "Agent 3 Name" and "Agent 3 Split" columns for 3-agent deals

Added

• Deal Wizard Redesign: Real-time accounting workbench with running tally showing Gross Commission, Agent Splits, Expenses, and Net to Office as you edit
• Edit Tracking System: Visual badges (AI/Edited/User) show what came from extraction vs. user corrections
• Collapsible Review Sections: Extraction Summary, Agent Matching, Deal Knowledge, Revenue Configuration, and Dimensional Tags organized by correction category
• Golden Path Integration Tests: End-to-end test framework comparing AI extraction + corrections against expected journal entries for real deals
• New account types: broker_review_fee, charitable_contributions, stock_purchase (equity account)
• Brokerage name field on deals for NAME dimension in journal entries
• About page: Accessible via header link, displays changelog with semantic styling

Changed

• Wizard flow reduced from 5 to 4 steps: Upload and Extract merged into single step with auto-extraction
• Journal entries now use deal-side-specific accounts: Listing deals → listing_income/agent_listing_splits, Buyer deals → buyer_income/agent_buyer_splits, etc.
• Always per-agent entries: Each agent gets separate expense line (no more aggregation mode)
• Consistent entry ordering: Revenue (credits) → Agent splits → Fee components → Referral fees → Undeposited Funds

Fixed

• Principal handling: Principal commissions correctly stay with office, not recorded as expenses

Removed

Tech Debt / Refactor

Upgrade and Migration