# Transaction Map

> Plan purchase, checkout, payment, fulfillment, receipt, refund, dispute, and trust-state flows

- Skill: `georgeqle/transaction-map-7` (Agent Skill)
- Install (CLI): `npx skillmds@latest add georgeqle/transaction-map-7`
- Raw SKILL.md: https://api.skillmd.com/api/skills/georgeqle/transaction-map-7/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: GeorgeQLe (https://skillmd.com/u/georgeqle)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/georgeqle/transaction-map-7

---


## Pack Availability Guard

Before telling the user to run a skill from another project-local pack, check `.agents/project.json.enabled_packs`. If the target pack is not enabled, recommend `/pack install <pack>` instead of the target skill.

# Transaction Map



Map the operational transaction flow after a customer decides to buy or upgrade.

## Workflow

1. Resolve app scope using `research/{app}/` when applicable.
2. Read `research/.progress.yaml` when present. Normalize `active_path` (singular legacy) to `active_paths` (plural list) when reading. Scope the transaction map to the active product path by default.
3. Require `research/journey-map.md`; recommend `/conversion-map` first when conversion decision logic is missing.
4. Load journey map, conversion map, monetization docs, specs, codebase payment routes/providers, support/refund policy docs, and customer feedback when present.
5. Interview and recommend around: checkout entry, plan/quantity selection, payment states, tax/invoice needs, account provisioning, fulfillment, receipts, failed payment recovery, refunds, cancellations, disputes, trust/safety messages, and support handoff.
6. Present transaction states and failure modes before writing.
7. Write `research/transaction-map.md` and `research/transaction-map-interview.md` after validation.

## Output Shape

```markdown
# Transaction Map

> Based on: research/journey-map.md[, research/conversion-map.md]
> Date: YYYY-MM-DD

## Summary
## Transaction Types
## Checkout And Payment Flow
## Provisioning And Fulfillment
## Receipts, Invoices, And Records
## Failure, Refund, And Dispute States
## Trust And Support Touchpoints
## Product Gaps
## Next Steps
```

## Alignment Page

When this skill produces durable deliverables (research, specs, plans, reports, prototypes, or any document output), build a full-depth HTML alignment page following `ALIGNMENT-PAGE.md` in this skill's directory. Output: `alignment/transaction-map-{topic}.html`.

## Constraints

- Keep the map provider-agnostic unless the codebase or specs already choose a payment provider.
- Identify compliance, tax, or legal questions as gaps; do not invent policy.
- End with `## Next Steps`, preferring `/retention-map`, `/guide`, or `/lifecycle-metrics` as context dictates.

