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open-a-period-and-freeze-the-bookings

Opens the period with its boundaries and the sellers in scope, and pulls the bookings once into a snapshot carrying the system, the query and the timestamp it was taken at. Use it when running `ref/rev/calculate-commission`.

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jeffrschneider/agentcatalog
Last source activity
August 22, 2026 at 14:12
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name
open-a-period-and-freeze-the-bookings
description
Opens the period with its boundaries and the sellers in scope, and pulls the bookings once into a snapshot carrying the system, the query and the timestamp it was taken at. Use it when running `ref/rev/calculate-commission`.
license
CC-BY-4.0
metadata
{"agent":"commission-calculator","agent-version":"1"}
# Open a period and freeze the bookings ## What it does Opens the period with its boundaries and the sellers in scope, and pulls the bookings once into a snapshot carrying the system, the query and the timestamp it was taken at. Everything after that runs from the snapshot rather than from a live read. ## Where it happens The agent does this in two activities across one reference process. Each one names the activity as that process words it. - **Open the Period** - `ref/rev/calculate-commission`, activity 1 - [Calculate Commission](../../../../processes/revenue-operations/calculate-commission.md) - **Pull the Bookings** - `ref/rev/calculate-commission`, activity 2 - [Calculate Commission](../../../../processes/revenue-operations/calculate-commission.md) ## What to record Per run: the period boundaries, the sellers in scope, the plan version each seller sits on, and the booking snapshot with the system, the query and the timestamp it was taken at. Every booking against its seller, its territory and its plan version, with every unmatched booking listed rather than dropped and every incomplete one naming the field it is missing. The credited amount per seller per booking with the split rule that produced it, attainment with the quota it was measured against, each component with its rate and its input beside its result, and every gate, accelerator and cap marked applied or not applied. Every draw, recoverable and clawback with the period it came from, and every held amount with the condition it waits on and the period it is expected in. Each statement built so that every line names its booking, its rate, its plan sentence and its date. Then what each manager accepted and what they said was wrong, the run at a version with its total and its signatures, what payroll received and when, and every correction with the plan sentence or the record that caused it. That contract covers every activity this abstract agent takes on, and it is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract agent does not do is in `com.agentcatalog.agent/NOT.md`.
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