Pipeline

Pipeline is the brand lifecycle management board, tracking brands through 8 stages from onboarding to off-boarding.

Pipeline stages

Stage	Description	Automation
Onboarding	New brand setup	Manual entry
Active	Campaign running	Auto on first post
Paused	Temporarily stopped	Manual
Ending Soon	14 days before end	Auto at 14 days
Up for Renewal	Contract complete	Auto on completion
Potential Renewal	Discussions active	Manual
Renewed/Relaunch	Signed new term	Manual, 4-day timer
Off-boarded	No longer active	Manual

Stage flow

                  ┌─────────────┐
                  │ Onboarding  │
                  └──────┬──────┘
                         │ (first post)
                         ▼
      ┌─────────────────────────────────────┐
      │              Active                 │
      └────────┬────────────────────┬───────┘
               │                    │
               ▼                    │ (14 days)
         ┌──────────┐               │
         │  Paused  │               ▼
         └──────────┘        ┌─────────────┐
                             │ Ending Soon │
                             └──────┬──────┘
                                    │ (complete)
                                    ▼
                            ┌──────────────┐
                            │ Up for       │
                            │ Renewal      │
                            └──────┬───────┘
                                   │
               ┌───────────────────┼───────────────────┐
               ▼                   ▼                   ▼
        ┌─────────────┐    ┌──────────────┐    ┌─────────────┐
        │ Potential   │    │ Renewed/     │    │ Off-boarded │
        │ Renewal     │    │ Relaunch     │    │             │
        └─────────────┘    └──────────────┘    └─────────────┘

Accessing Pipeline

Navigate to /team/pipeline in the admin console.

Pipeline board

Kanban view

Brands displayed as cards in columns by stage:

Drag-drop to move between stages
Card shows brand name, operator, metrics
Visual indicators for overdue items

Filtering

Filter by:

Assigned operator
Search by brand name
Date ranges

Stage automation

First post → Active

When first placement is posted:

Brand moves from Onboarding or Renewed/Relaunch to Active
Triggered inline during post ingestion

14 days → Ending Soon

When contract has 14 days remaining:

Brand moves to Ending Soon
Triggered by daily PipelineAutoAdvanceJob

Completion → Up for Renewal

When contract placement target is met:

Brand moves to Up for Renewal
OpsAlert created for operator

Manual transitions

Some moves require explicit action:

Transition	When to use
Active → Paused	Deliberate posting pause
Any → Off-boarded	Ending relationship
Up for Renewal → Renewed	New contract signed
Up for Renewal → Potential Renewal	Discussions ongoing

Renewed/Relaunch timer

When brand enters Renewed/Relaunch:

4-day timer starts automatically
Shows countdown on card
Overdue state displays in red
Manual move required to proceed

Pipeline vs Mission Control

Pipeline and Mission Control share the same status field:

Aspect	Pipeline	Mission Control
Focus	Brand lifecycle	Campaign operations
View	All stages	Active campaigns
Use	Status changes	Daily operations

Changes in either view affect the same underlying status.

API endpoints

Method	Path	Purpose
GET	`/api/internal/pipeline`	Pipeline board data
POST	`/api/internal/pipeline/move`	Move brand

Backend implementation

Key files:

app/controllers/api/internal/pipeline_controller.rb
app/services/brands/pipeline_status_change.rb
app/jobs/brands/pipeline_auto_advance_job.rb

Single write path

All status changes go through Brands::PipelineStatusChange:

Brands::PipelineStatusChange.new(
  brand: brand,
  new_status: "active",
  actor: current_user
).perform!

Notifications

Pipeline changes trigger notifications:

Email to brand’s creators
Chat message in brand channel
Push notification
Bell notification

Only for these 6 stages:

Active
Paused
Ending Soon
Up for Renewal
Potential Renewal
Renewed/Relaunch

Not for: Onboarding, Off-boarded

Best practices

Don’t skip stages - Follow natural progression
Clear Up for Renewal - Make decisions promptly
Use Paused intentionally - Not for long-term holds
Document off-boarding - Add reason codes when removing

Getting Started

Platform Guide

Admin Console

Notifications

Backend

Frontend

iOS App

Integrations

Pipeline stages

Stage flow

Accessing Pipeline

Pipeline board

Kanban view

Filtering

Stage automation

First post → Active

14 days → Ending Soon

Completion → Up for Renewal

Manual transitions

Renewed/Relaunch timer

Pipeline vs Mission Control

API endpoints

Backend implementation

Single write path

Notifications

Best practices

​Pipeline stages

​Stage flow

​Accessing Pipeline

​Pipeline board

​Kanban view

​Filtering

​Stage automation

​First post → Active

​14 days → Ending Soon

​Completion → Up for Renewal

​Manual transitions

​Renewed/Relaunch timer

​Pipeline vs Mission Control

​API endpoints

​Backend implementation

​Single write path

​Notifications

​Best practices

Pipeline stages

Stage flow

Accessing Pipeline

Pipeline board

Kanban view

Filtering

Stage automation

First post → Active

14 days → Ending Soon

Completion → Up for Renewal

Manual transitions

Renewed/Relaunch timer

Pipeline vs Mission Control

API endpoints

Backend implementation

Single write path

Notifications

Best practices