Commission Management

The Commission Management submodule handles payout processing, commission calculations, financial coordination, and payment management within the DashClicks affiliate system.

🎯 Overview

This submodule manages the financial aspects of the affiliate program, including commission calculations, payout processing, payment verification, and comprehensive financial tracking and reporting.

🔧 Service Methods

Core Payout Operations

getPayouts()

Retrieves comprehensive payout information with advanced filtering, search, and pagination capabilities.

Key Features:

• Advanced Filtering: Date ranges, status-based filtering, and search capabilities
• Partner Integration: Complete partner information with contact details
• Transaction Analytics: Transaction counts and revenue breakdowns
• Payment Status: Comprehensive payout status tracking and management

API Endpoint: GET /v1/admin/affiliates/payouts

getPayout()

Retrieves individual payout information with comprehensive financial details and partner context.

Key Features:

• Financial Breakdown: Gross revenue, refunds, disputes, and net calculations
• Commission Details: Commission rates, tiers, and calculation methodology
• Payment Information: Payment method details and processing status
• Audit Trail: Complete payout processing history and modifications

getPayoutsById()

Internal service method that retrieves specific payout details by ID with complete transaction and partner information.

Key Features:

• Detailed Payout Info: Complete payout breakdown and calculations
• Transaction History: Associated invoice and transaction details
• Partner Context: Full partner account and contact information
• Status Tracking: Comprehensive payout status and processing history

getAffiliateTransactions()

Retrieves transaction history and financial details for specific affiliate accounts.

Key Features:

• Transaction History: Complete transaction records and financial activity
• Revenue Tracking: Affiliate-generated revenue and commission details
• Performance Metrics: Transaction-based performance analytics
• Account Integration: Account-specific transaction coordination

API Endpoint: GET /v1/admin/affiliates/payouts/transactions

Payout Processing

updateAmount()

Updates payout amounts with validation, recalculation, and audit trail maintenance.

Key Features:

• Amount Validation: Business rule validation for payout amount modifications
• Recalculation Logic: Automatic recalculation of dependent values
• Audit Logging: Comprehensive logging of all amount modifications
• Authorization Checks: Role-based validation for payout modifications

API Endpoint: PUT /v1/admin/affiliates/payouts/:id

initiatePayout() (Controller Method)

Initiates payout processing through external payment systems with comprehensive validation and coordination.

Key Features:

• Batch Processing: Process multiple payouts simultaneously
• Payment Integration: Integration with Tipalti payment processor
• Status Tracking: Real-time payout status updates and notifications
• Error Handling: Comprehensive error handling and recovery

API Endpoint: POST /v1/admin/affiliates/payouts/pay

verifyPayouts()

Internal service method that verifies payout accuracy, eligibility, and compliance before processing.

Key Features:

• Eligibility Verification: Partner eligibility and program compliance checks
• Amount Validation: Commission calculation accuracy and threshold validation
• Compliance Checks: Regulatory compliance and policy adherence verification
• Quality Assurance: Comprehensive payout quality and accuracy validation

finalizePayouts()

Internal service method that finalizes verified payouts and marks them as processed with comprehensive coordination.

Key Features:

• Batch Processing: Efficient bulk payout finalization and processing
• Payment Integration: Integration with payment processors and systems
• Status Updates: Comprehensive status tracking and notification
• Audit Documentation: Complete finalization audit trail and documentation

💰 Financial Architecture

Commission Calculation

Revenue Components

• Gross Revenue: Total revenue generated from affiliate referrals
• Refunds: Refund amounts affecting commission calculations
• Disputes: Chargeback and dispute impact on commissions
• Net Revenue: Final revenue amount after deductions

Commission Structure

• Tiered Commissions: Multi-tier commission rates based on performance
• Threshold Management: Minimum payout thresholds and accumulation
• Rate Calculations: Dynamic commission rate application and calculations
• Bonus Structures: Performance-based bonus and incentive calculations

Payment Processing

Payout Workflows

graph TD
    A[Commission Calculation] --> B[Threshold Validation]
    B --> C[Eligibility Verification]
    C --> D[Payout Generation]
    D --> E[Amount Verification]
    E --> F[Payment Processing]
    F --> G[Status Updates]
    G --> H[Audit Documentation]

Payment Integration

• Tipalti Integration: Advanced payment processor integration
• Payment Methods: Multiple payment method support and coordination
• Currency Handling: Multi-currency support and conversion
• Tax Compliance: Tax reporting and compliance coordination

🔐 Authorization Framework

Role Requirements

All commission operations require appropriate administrative permissions:

• Commission Admin: Full commission and payout management access
• Financial Manager: Financial oversight and payment coordination
• Audit Manager: Audit trail and compliance monitoring access
• Payment Processor: Payment processing and finalization authority

Permission Validation

• Payout Access: Validates access to specific payout information
• Amount Modification: Ensures proper permissions for financial changes
• Processing Authority: Validates authority for payout processing operations
• Audit Access: Controls access to financial audit trails and documentation

🏗️ Technical Architecture

Database Collections

• affiliate-payout: Core payout and commission data storage
• crm.contacts: Partner contact and payment information
• _accounts: Account hierarchy and affiliate relationships
• _store.invoices: Transaction and revenue data integration

Financial Calculations

• Commission Engine: Advanced commission calculation algorithms
• Threshold Management: Payout threshold tracking and accumulation
• Rate Application: Dynamic commission rate application and calculations
• Deduction Handling: Refund and dispute impact calculation

Integration Systems

• Payment Processors: Tipalti and other payment system integration
• Tax Systems: Tax reporting and compliance integration
• Accounting Systems: Financial reporting and reconciliation
• Audit Systems: Comprehensive audit trail and documentation

📊 Financial Analytics

Payout Metrics

• Total Payouts: Aggregate payout amounts and trends
• Commission Rates: Average commission rates and tier distribution
• Processing Times: Payout processing efficiency and timelines
• Payment Success: Payment success rates and failure analysis

Revenue Analysis

• Affiliate Revenue: Revenue generated through affiliate channels
• Commission Costs: Total commission expenses and cost analysis
• ROI Analysis: Return on investment for affiliate program
• Trend Analysis: Financial trend analysis and forecasting

🔄 Integration Points

External Systems

• Tipalti Payment Platform: Advanced payment processing integration
• Banking Systems: Direct bank transfer and ACH integration
• Tax Services: Tax reporting and compliance coordination
• Accounting Platforms: Financial reporting and reconciliation

Internal Services

• Revenue Tracking: Integration with revenue and billing systems
• Account Management: Account hierarchy and relationship coordination
• Analytics System: Financial metrics and reporting integration
• Audit System: Comprehensive audit trail and compliance tracking

📈 Business Logic

Commission Processing

1. Revenue Calculation: Calculate affiliate-generated revenue
2. Commission Application: Apply appropriate commission rates and tiers
3. Deduction Processing: Process refunds, disputes, and adjustments
4. Threshold Validation: Validate minimum payout thresholds
5. Payout Generation: Generate payouts for eligible affiliates
6. Verification Process: Verify payout accuracy and compliance
7. Payment Processing: Process payments through integrated systems
8. Documentation: Maintain comprehensive audit trails and documentation

Quality Assurance

• Calculation Accuracy: Verify commission calculation accuracy
• Compliance Validation: Ensure regulatory compliance and policy adherence
• Payment Verification: Validate payment processing and delivery
• Audit Documentation: Maintain comprehensive audit trails

🛡️ Security Features

Financial Security

• Payment Security: Secure payment processing and transmission
• Data Encryption: Encryption of sensitive financial information
• Access Control: Role-based access to financial data and operations
• Audit Logging: Comprehensive logging of all financial operations

Compliance Management

• Regulatory Compliance: Adherence to financial regulations and requirements
• Tax Compliance: Tax reporting and documentation requirements
• Policy Enforcement: Business policy and rule enforcement
• Quality Standards: Financial quality and accuracy standards

📝 Usage Examples

Payout Management

// Retrieve pending payouts
const pendingPayouts = await getPayouts({
  status: 'pending',
  startDate: '2024-01-01',
  endDate: '2024-12-31',
  dashclicks: adminRoles,
});

// Update payout amount
await updateAmount({
  payoutId: 'payout_123',
  newAmount: 1500.0,
  reason: 'Bonus adjustment',
  dashclicks: managerRoles,
});

Processing Operations

// Verify payouts before processing
const verificationResults = await verifyPayouts({
  payoutIds: ['payout_1', 'payout_2'],
  validationLevel: 'comprehensive',
  dashclicks: adminRoles,
});

// Finalize verified payouts
await finalizePayouts({
  payoutIds: verifiedPayoutIds,
  processingDate: '2024-01-15',
  dashclicks: processorRoles,
});

⚠️ Important Notes

• Financial Accuracy: Commission calculations must be precise and auditable
• Threshold Management: Payout thresholds are critical for cash flow management
• Payment Integration: External payment processor integration requires careful coordination
• Compliance Requirements: Financial regulations and tax compliance must be maintained
• Audit Documentation: All financial operations require comprehensive audit trails
• Security Standards: Financial data requires highest security and encryption standards
• Role Dependencies: Financial operations require appropriate administrative permissions