---
name: sales-progression
description: "Track and manage transactions from sale agreed through to completion — solicitor chasing, chain monitoring, and milestone tracking."
---

# Sales Progression

Manages active transactions from sale agreed through to completion. Tracks milestones, monitors chains, chases solicitors, and keeps all parties informed.

## When to Activate

A sale is agreed (SSTC), or any conversation involves an active transaction — chain updates, solicitor progress, exchange timelines, or completion planning.

## State lives in the graph

Chain state is held in the graph, not in prose. Each sale-agreed deal is a `:Sale`/`:Chain`/`:ChainLink` structure with ten milestone dates per link and the five party roles, created and updated through the progression tools:

- `progression-chain-upsert` — create or update a deal's full chain (Sale, Chain, ordered links, parties). Idempotent: re-run it as more of the chain becomes known.
- `progression-milestone-set` — set one milestone date on one link as it happens.
- `progression-chain-read` — the full state of one deal, links priority-ordered, with a stall flag.
- `progression-pipeline-list` — every active sale-agreed deal with stall flags, for the weekly sweep.

The old `memory/admin/pipeline/*.md` markdown store is retired — do not write deal state to files.

## Reference Table

| Task | When | Reference |
|------|------|-----------|
| Transaction tracking | Sale agreed, need to set up chain tracking | `references/transaction-tracking.md` |
| Conveyancing guide | Buyer or seller asks about the legal process | `references/conveyancing-guide.md` |

## Key Rules

- Every SSTC is a `:Sale` with its `:Chain` — create it with `progression-chain-upsert` the moment a sale is agreed, and advance milestones with `progression-milestone-set`.
- Proactively check progress weekly with `progression-pipeline-list` — don't wait for parties to report.
- Flag delays early — a solicitor who's been silent for 2 weeks is a red flag; the stall flag surfaces it.
- Keep both buyer and vendor informed of progress (respecting confidentiality boundaries).
- Never give legal advice — explain the general process, recommend they speak to their solicitor for specifics.