Riley Smith Group

RSG-OS — Build Progress

Phase-by-phase progress on RSG's own operating system. Click any phase to expand.

1 / 9
Phases shipped
0 / 5
Current-phase features
0
Updates this week
85
Days since kickoff
▸Tech stack
Next.jsTypeScriptTailwind CSSSupabaseVercelAnthropic ClaudeMonday.comSlackGmailQuickBooks

Phases

0Foundation & Build Progress
Shipped▸

For: Mike, Riley, Kelly

Stand up the project itself: the codebase, the deploy pipeline, and this very page — so leadership can watch progress from week one. No business features yet; this is the runway.

  • This roadmap pagePRD §3.5
    Shipped

    The page you're reading. A live, always-current view of what's been built and what's coming next.

    shipped May 27, 2026

    ▸Technical detail

    Next.js App Router page at /roadmap, server-rendered, content from lib/roadmap-data.ts (no database). Progressive disclosure via native <details> elements. noindex/nofollow for link-only sharing. Live at rsg-os.vercel.app/roadmap.

  • Project scaffold + deploy pipelinePRD §3.5.3
    Shipped

    The technical foundation everything else is built on, plus automatic deployment so changes go live within minutes.

    shipped May 27, 2026

    ▸Technical detail

    create-next-app (TypeScript + Tailwind + ESLint + App Router + src dir). Node 24 LTS. Repo: Riley-Smith-Group/rsg-os (private). Vercel auto-deploy from main — live and verified.

  • Custom domain (os.rileysmithgroup.com)PRD §3.5.3
    Shipped

    RSG-OS now lives at its own branded address: os.rileysmithgroup.com.

    shipped May 27, 2026

    ▸Technical detail

    CNAME os → cname.vercel-dns.com on Cloudflare (DNS-only). Vercel domain verified, misconfigured: false, SSL auto-issued.

1Transaction Coordinator System
In Progress▸

For: Elizabeth (Transaction Coordinator)

Make Elizabeth's day dramatically easier. The #1 win — identified directly from her own words — is automating the chasing of missing documents. Plus contract-date extraction, the commission engine, and cross-board data inheritance.

  • Document compliance checklist + auto-follow-upPRD §4.3.1
    Horizon

    Every deal gets a clear checklist of required documents. The system automatically reminds agents about what's missing, so Elizabeth stops chasing paperwork by hand.

  • Contract → critical-date extractionPRD §4.4
    Horizon

    Upload a contract; the system reads it and calculates every critical date (inspection, financing, closing) — with the Florida calendar rules applied and every date's math shown so it's trustworthy.

  • Commission enginePRD §4.5
    Horizon

    Computes Company Dollar and agent payouts across all 7 tier structures, lead-source splits, sub-team deals, and FTC fees. Already validated against real closed deals.

  • Cross-board data inheritance (double-sided deals)PRD §4.3.2
    Horizon

    When RSG holds both the listing and the buyer side, seller info auto-fills from the listing. No more re-typing the same data.

  • Asset Finder (internal pilot)PRD §4.6
    Horizon

    Ask for a marketing asset in plain language and get it back. The first taste of the per-agent AI assistant coming in Phase 4.

2Marketing Hub or ISA Cockpit
Horizon▸

For: Marketing or Sales (order TBD)

Either the marketing operations hub or the AI-assisted lead-gen cockpit comes next. Order decided after Phase 1 ships. The data leans toward ISA-first, since lead generation is both the biggest revenue lever and currently the weakest engine.

3ISA Cockpit or Marketing Hub
Horizon▸

For: Sales or Marketing (the other one)

The counterpart to Phase 2.

4Per-Agent AI Concierge
Horizon▸

For: All 32 agents

The strategic prize. A personal AI assistant for every RSG agent — drafts emails, publishes social posts, finds assets, summarizes their inbox, helps with contracts. Built once, deployed to all, gets smarter from collective use. No other Miami team has this.

5Executive Command Center
Horizon▸

For: Mike, Riley

The President's overview: every KPI, every department scorecard, every employee's 'winning the day' status on one screen. A native EOS scorecard tool, fed by years of data the system has been quietly collecting since Phase 1.

6In-House Financials
Horizon▸

For: Finance, Mike

Bring bookkeeping in-house with faster P&L turnaround. Compass remittance flows automatically into QuickBooks.

7Client-Facing Dashboard
Horizon▸

For: End-clients (via agents)

A live transaction page agents can share with their buyers and sellers — critical dates, milestones, and parties, always current.

8RSG-OS Native CRM
Horizon▸

For: RSG operations

The long-term consolidation: replace the Monday CRM with one native to RSG-OS. Deliberately last — we don't replace what's working until there's clear leverage.

Recent activity

  1. Two-agent deals get a Production column; compliance docs say 'Under review' → 'Approved'.

    On any deal with two agents, the commission table now shows two distinct columns: Production (how the deal is split between agents — e.g., 70%) and Agent split (each agent's split with RSG — e.g., 85%). Mirrors the Payouts board structure exactly. Each leg now stores its own production share in the database, not just the primary's. Compliance document statuses also got friendlier labels — 'received' renders as 'Under review' (matching Elizabeth's mental model: the doc arrived but hasn't been approved yet) and 'reviewed' as 'Approved.'

  2. Two-agent deals fully wired through recompute.

    Fixed a small bug where the recompute action was hardcoding 50/50 instead of preserving whatever production split the deal was set up with. The live preview now shows the production split prominently (e.g. '70% / 30%'), each agent's share of After Compass, and a 'total across both agents' summary at the bottom so you can verify the money reconciles. Plus a new test fixture (70/30 split) joins the existing 50/50 case — 10 commission tests now passing.

  3. Commission edit reframed — three inputs, live preview, cascading recompute.

    Replaced the per-field leg editor with a clean recompute page. Three inputs only — Price, Commission %, Referral % — and everything else recalculates automatically as you type: GCI, after-Compass, each agent's Net Agent + Net RSG, plus the FTC fees displayed alongside. On save, the calculator re-runs server-side, old legs are replaced, and the field-by-field diff lands in the audit log with the required typed reason. Dollars are now formatted properly everywhere (cents, commas, dollar signs); percentages render as '3%' in the value, not in the column header.

  4. Commission legs editable by TC — every change audited.

    Elizabeth can now override any field on a commission leg (split %, net amounts, two-agent ratio, FTC, status, payment status, reconciled flag) for unique situations. Every edit requires a typed reason that lands in the audit log alongside the field-by-field diff, and emits a commission_recomputed metrics event. The leg status flips to 'recomputed' automatically — so finalized history stays clean while overrides are explicit. Only owners, brokers, TCs, and sales managers see the Edit link; agents do not.

  5. Compliance actions live — Elizabeth can drive the daily workflow.

    Every required document on a deal now has its own row of action buttons (visible to admins + TCs only): mark received, approve, flag with an issue, waive (with source + reason — Compass / Mike / Riley / Rosie / TC override), send reminder (with running count), and escalate to Compass. Each action updates the database and emits a metrics event for the eventual Phase 5 dashboard. Also: Net RSG dollars are now hidden from agent-facing views (staff see the full breakdown; agents only see their own net). And the site is no longer black-on-black for anyone on dark mode — light theme is locked.

  6. First real workflow is live — intake creates a deal, lights up six migrations.

    Submit a transaction at /transactions/new and watch the system come alive: the deal is saved, the document checklist auto-seeds (40 requirements, scoped to the right ones for the transaction type), the commission calculator computes the legs (or two legs if it's an in-between-split tier crossing), and the metrics event log records the intake. All visible at /transactions/[id] — the property, the agents, the commission breakdown, and every required document with its flags. The math is backed by 9 passing tests covering five real RSG deals plus the synthetic in-between-split case — every number ties cent-perfect to the live Payouts board.

  7. Metrics event log shipped — Phase 5 dashboard starts collecting data today.

    Phase 5's executive command center is a year+ out, but the data it'll show has to be collected from the beginning. Migration 0007 adds metrics_events — every meaningful action in the app (intake received, doc reminders, payout gates, tier crossings, escalations, impersonations) emits a row. Years from now when the dashboard ships, it'll have real history to draw from instead of a cold start. End-to-end verified: smoke-test event inserted, aggregate view picked it up. Also captured two future features from Mike: granular role-based admin views, and 'view as agent' impersonation for testing.

  8. First admin UI is live — you can finally click around the schema.

    An /admin section gated to owners. Five pages: overview (live database counts), users (everyone signed in with their roles), document requirements (browse all 40 with their flags grouped by transaction type), tier structures (the 7 commission ladders visualized), and org config (the editable Compass rebate window). This is the first time RSG-OS goes from 'invisible schema' to 'click-and-see.' Also fixed the Compass marketing reimbursement model — it's a June 24 to June 23 rolling window tied to RSG's contract anniversary, not a calendar year. Stored in a configurable org_config table; rolls forward automatically each year.

  9. Reporting layer added — Company Dollar, agent production, margins.

    Re-checked the live Payouts board against our schema after Mike added new breakdowns. Everything ties out: 8 new reporting views now produce the per-agent, per-year, Personal-vs-RSG splits matching the Payouts board verbatim. Headline view: v_company_dollar_ytd (Net RSG totaled YTD — the 2026 $4.5M North Star). Also captures Compass's 3% annual marketing reimbursement as a projection, payment + reconciliation flags per leg, and a generated company_dollar_margin column on every commission leg.

  10. Commission engine math is live — and it ties to the cent.

    The seven RSG tier ladders (75-95, 70-90, 75-85, 70-80, 85-95, 60-70-90, 60-75-95) are now in the database. The math that handles 'in-between splits' — when one deal pushes an agent across a tier threshold mid-flight — was validated end-to-end against a real Rebeca Cruz deal: $40,596 GCI, 10% to Compass, 95% to agent = $34,709.58. Matches the Payouts board exactly. The hard-gate that protects Riley's payment from Compass's 48-hour review delay now has the numbers it needs.

  11. Document compliance system seeded — 40 requirements live.

    The killer Phase 1 feature now has its data. Every required document Elizabeth defined in her worksheet is in the database: 40 requirements across sale-buyer, sale-listing, listing, landlord lease, and tenant lease. Each carries its full flag set — Compass-required (hard-gate on payout), RSG-required-but-not-Compass (soft-gate), the three effective-date-risk addenda (Condo / HOA / Appraisal Rider per attorney Greg), tracked-but-not-filed (loan app and friends), and Elizabeth's conditional 'at intake if marked as part of contract, else before closing' rule. Trigger seeds a per-deal checklist automatically when a transaction is created; payout-gate helper enforces Compass policy.

  12. Sign-in is live. Transactions schema deployed.

    Google OAuth wired to Supabase, restricted to RileySmithGroup.com Workspace accounts. A simple /login → Google → /me flow proves the auth roundtrip end-to-end. Transactions schema (the biggest single table) now exists in the database — covers sales, leases, listings, multi-agent assignments, and all Florida-specific date fields like Apply To Association Date.

  13. Phase 1 begins — database foundation merged.

    Supabase initialized. Foundation migration written: 8 roles, users (mirror of auth.users), user_roles, audit_log — all with row-level security and default-deny policies. Next: schemas for transactions, documents (seeded from Elizabeth's worksheet), commission engine, and metrics events.

  14. Elizabeth's worksheet drove 11 Phase-1 design refinements.

    Her answers reshaped the document compliance feature: Section 19 of the FL contract is where addenda live (labeled A through GG); reminders are event-driven (MLS go-live → under-contract → pre-closing), not time-based; escalation to Compass is a manual button; CD/ALTA required on both buyer and seller sides; per-deal override available with a typed reason. New feature added: doc-forwarding email bundle to Elizabeth so moving paperwork into Compass takes one click.

  15. Phase 0 complete — RSG-OS is live at os.rileysmithgroup.com.

    Custom domain configured on Cloudflare + Vercel with SSL. The foundation is in place: codebase, deploy pipeline, and a build-progress page leadership can follow. Next: Phase 1 — Elizabeth's transaction system, starting with the document-compliance auto-follow-up she asked for.

  16. Roadmap page is LIVE at rsg-os.vercel.app.

    Deployed to Vercel and serving the first version of this page.

  17. Project scaffolded — RSG-OS is now a real application.

    Next.js + TypeScript + Tailwind initialized. Node 24 LTS installed. This roadmap page went live as the first shippable artifact, exactly as planned in PRD §3.5.

  18. Sprint A (discovery) complete. Department scorecards locked the KPI model.

    Mike shared RSG's real EOS scorecards. Confirmed Company Dollar (not GCI) as the primary metric, the four 2026 North Star goals, and that Elizabeth's compliance-checklist measurable is blocked on the very feature Phase 1 builds first.

  19. Elizabeth's discovery questionnaire identified the #1 Phase 1 feature.

    She gave the same answer to four different questions: automate the chasing of missing documents. That became Phase 1's top priority over the contract-date extractor.

  20. Commission math validated against 5 real closed deals — matches to the cent.

    Pulled real Payouts records from Monday, ran them through the drafted formulas. Confirmed the 7 tier structures, the 45/40 lead-source splits, and rental parity. One correction made (in-between-split threshold is agent net, not GCI).

  21. Project kicked off. PRD v0.1 + repo created.

    Inspired by MORE Agency's MAOS. Locked the architecture (custom app from day 1), the identity principle (agents are our clients), and the phase plan.