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MK Trade, Cost, Rate And Document Outputs — Policy Decision Matrix

• Status: CURRENT POLICY INPUT / NO IMPLEMENTATION OR MIGRATION AUTHORIZATION
• Operating profile: mk-order
• Source baseline: qa@d96498360bb9c3541a1b5f862284596a7ed217b9
• Reconciliation: MK_TRADE_COST_RATE_DOCUMENT_OUTPUTS_RECONCILIATION.md
• Rebuild packet: MK_TRADE_COST_RATE_DOCUMENT_OUTPUTS_CAPABILITY_REBUILD_PACKET.md

Policy values:

RECOMMENDED
OPEN
BLOCKING
CURRENT COMPATIBILITY ONLY
DEFERRED
NOT APPLICABLE

A recommendation is not user or Process-owner acceptance.

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1. Cross-Family Policies

ID	Decision	Recommendation	Status	Blocks
TCRD-POL-010	Family ownership	Keep Trade read, Export job, Cost, Rate and each output as separate capabilities.	RECOMMENDED	target module/application design
TCRD-POL-020	Completion model	Never expose one family-wide completion status. Return independent child dispositions.	RECOMMENDED	UI and migration
TCRD-POL-030	Profile selection	Resolve mk-order through profile/capability/configuration, not numeric Client ID.	BLOCKING	P12 target implementation
TCRD-POL-040	Role policy	Define semantic page/API/record/action capabilities for each family.	BLOCKING	M3/M4
TCRD-POL-050	Unknown result	Require authoritative reread before retry for every write and print/distribution ambiguity.	RECOMMENDED	command/UI design
TCRD-POL-060	Durable output	Do not create durable snapshots/files/emails merely because the current page prints.	RECOMMENDED	document target scope
TCRD-POL-070	Source fingerprint	Every derived read/document target returns source and policy/template fingerprint.	RECOMMENDED	parity/staleness
TCRD-POL-080	PostgreSQL timing	MySQL parity and stabilization precede PostgreSQL.	RECOMMENDED	P11/P12 order

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2. Trade Summary Policies

ID	Decision	Current fact	Recommendation	Status
TCRD-POL-110	Trade root identity	Equipment is current projection root.	Keep equipment root but expose all linked orders and ambiguity.	RECOMMENDED
TCRD-POL-120	CLOSED meaning	Any AP/AR amount >= 0.005 currently derives CLOSED.	Rename to an explicitly derived label or adopt an accepted formula that does not imply accounting close.	BLOCKING
TCRD-POL-130	CLAIMED meaning	Negative margin + amount is a filter.	Keep as filter/warning, not state.	RECOMMENDED
TCRD-POL-140	AP/AR source classes	Equipment AP/AR and Outbound AP use different rules.	Define one versioned source-class policy and return breakdown.	BLOCKING
TCRD-POL-150	Transaction statuses	Equipment totals filter confirmed/closed; Outbound AP differs.	Accept explicit per-source status policy; do not hide differences.	BLOCKING
TCRD-POL-160	Deleted source	Current predicates are inconsistent.	Exclude deleted rows by default and expose legacy contamination warnings in parity mode.	RECOMMENDED
TCRD-POL-170	Multiple links	Current attribution can collapse to MAX.	Return conflict and require reconciliation; never silently select greatest ID.	RECOMMENDED
TCRD-POL-180	Date source	ETA/ETD/logistics values drive filters.	Define precedence, timezone, null behavior and cutoff; return query time.	BLOCKING
TCRD-POL-190	Header/detail parity	Current detail cannot explain header.	Target detail must expose every source class used by header.	RECOMMENDED
TCRD-POL-200	CSV	Browser CSV is nondurable.	Preserve as read export; optional durable export is separate Product decision.	RECOMMENDED
TCRD-POL-210	Module keys	Page/API metadata can differ.	One semantic capability with explicit page/API mappings and parity tests.	BLOCKING

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3. Export Brokerage Policies

ID	Decision	Current fact	Recommendation	Status
TCRD-POL-310	Durable Job identity	No dedicated Job row; markers and child IDs exist.	Add stable request/job/result identity before target writer activation.	BLOCKING
TCRD-POL-320	Request idempotency	No durable request token.	Claim request token + payload fingerprint and return prior result on duplicate.	BLOCKING
TCRD-POL-330	Supported shape	UI/source suggest multi-container/line; child invariants may constrain it.	Explicitly approve supported cardinality before migration.	BLOCKING
TCRD-POL-340	Existing versus generated Booking	Current source can preserve/select or compatibility-mark generated Booking.	Manifest must state REUSED or CREATED and cancellation ownership.	RECOMMENDED
TCRD-POL-350	Equipment provenance	Remark marker identifies generated shell.	Replace/augment with typed provenance in target; preserve marker during coexistence.	RECOMMENDED
TCRD-POL-360	Child transaction model	Current create/cancel are local transactions but child owners are broad.	Retain one transaction only while all child repositories share MySQL and owner invariants; otherwise use durable workflow.	BLOCKING
TCRD-POL-370	AI extraction	Proposal only.	Require human-reviewed source fields and explicit Booking selection.	RECOMMENDED
TCRD-POL-380	Common time/Gross=Net transforms	Current orchestration applies transforms.	Expose as explicit reviewed transformations or remove by accepted policy.	OPEN
TCRD-POL-390	Balance parity	Lot resync can disagree with allocation.	Job completion requires exact Lot/Allocation balance readback.	BLOCKING
TCRD-POL-400	Cancel eligibility	Progressed child evidence blocks cancel.	Define child-specific blockers and compensation; no general delete.	BLOCKING
TCRD-POL-410	Cancel residuals	Booking pointer/markers can remain.	Return residual manifest and require zero/accepted residual disposition.	RECOMMENDED
TCRD-POL-420	Unknown Create/Cancel	Blind retry can duplicate/compensate twice.	Query by Job/request identity before any retry.	BLOCKING
TCRD-POL-430	AI/provider worker	AI is proposal, not durable effect.	Keep outside business transaction; no worker needed for synchronous local child create.	RECOMMENDED

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4. Outbound Cost Policies

ID	Decision	Current fact	Recommendation	Status
TCRD-POL-510	Cost ownership discriminator	Any order-linked AP can match.	Add or derive a stable typed Outbound Cost discriminator before automatic selection.	BLOCKING
TCRD-POL-520	Number of cost rows	Multiple AP rows can exist; UI shows/selects one.	Product/accounting decides one active cost versus multiple typed components.	BLOCKING
TCRD-POL-530	No-ID save	Current latest AP fallback.	Target requires explicit new command or exact transaction ID; no latest fallback.	RECOMMENDED
TCRD-POL-540	Mutable statuses	CREATED/OPEN/DRAFT currently mutable.	Confirm allowed statuses and correction path after CONFIRMED/CLOSED.	BLOCKING
TCRD-POL-550	Update model	Current replace-all lines.	Preserve only if full line set/version is explicit; otherwise stable line commands.	OPEN
TCRD-POL-560	Header preservation	UI can omit metadata that helper defaults.	Commands use patch semantics or complete typed DTO; omitted fields never clear implicitly.	RECOMMENDED
TCRD-POL-570	Amount derivation	blank amount => quantity × rate; zero lines skipped.	Define decimal/rounding and explicit/derived amount source.	BLOCKING
TCRD-POL-580	File dependency	Files are separate.	Cost delete never deletes shared file objects; return file-link warning.	RECOMMENDED
TCRD-POL-590	Trade projection	Mutable AP can affect Trade.	Trade source policy must classify mutable cost separately.	BLOCKING
TCRD-POL-600	Optimistic concurrency	none.	Expected version/status required for update/delete.	RECOMMENDED
TCRD-POL-610	Correction history	no dedicated cost correction history.	Decide whether audit/transition evidence is sufficient or explicit correction entity is required.	OPEN

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5. Packing Rate Policies

ID	Decision	Current fact	Recommendation	Status
TCRD-POL-710	Rate authority	T_LOAD_ITEM.RATE.	Keep source-item authority; output does not own rate.	RECOMMENDED
TCRD-POL-720	Valid range	zero/negative currently possible.	Accounting/Product defines range and UOM/base semantics.	BLOCKING
TCRD-POL-730	Batch semantics	valid IDs update; invalid IDs silently skip.	Use all-or-nothing or explicit per-item results; silent skip prohibited.	BLOCKING
TCRD-POL-740	Expected value/version	none.	Require expected prior rate or row version.	RECOMMENDED
TCRD-POL-750	Correction reason/history	none.	Define reason/audit requirement, especially after external use.	OPEN
TCRD-POL-760	Autosave	blur triggers hidden write.	Target UI uses explicit Save or unmistakable pending/success/readback state.	RECOMMENDED
TCRD-POL-770	Print while pending	current race possible.	Block/warn until exact server reread.	RECOMMENDED
TCRD-POL-780	Amount field	transient only.	Label as calculated/transient; never imply persistence.	RECOMMENDED

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6. Document Projection Policies

ID	Decision	Current fact	Recommendation	Status
TCRD-POL-810	Document state	current outputs are transient.	Keep read-only in initial migration; do not invent durable state.	RECOMMENDED
TCRD-POL-820	Durable snapshot	none.	Separate Product decision based on legal/operational need.	OPEN
TCRD-POL-830	Print acknowledgement	none.	Keep human custody unless explicit printer/delivery integration is accepted.	RECOMMENDED
TCRD-POL-840	Template version	not explicit.	Version target templates and return template version.	RECOMMENDED
TCRD-POL-850	Source fingerprint	not persisted.	Return source fingerprint and rendered time.	RECOMMENDED
TCRD-POL-860	Fixed Packing terms/ports/currency	current constants.	Move to accepted profile/config/template policy.	BLOCKING
TCRD-POL-870	Packing fallback	whole output can fallback.	Define per-container/row source policy and display warnings.	BLOCKING
TCRD-POL-880	Purchase invoice formulas	current UOM formulas and fallback.	Accounting approves UOM, decimal, rounding and unknown-UOM behavior.	BLOCKING
TCRD-POL-890	Booking Confirmation title/content	menu/body/source semantics differ.	Approve title, source precedence, fixed text, ignored fields and branding.	BLOCKING
TCRD-POL-900	Sales Weight Ticket authority	order-derived, not physical Scale.	Keep clearly labeled; define final weight/UOM authority.	BLOCKING
TCRD-POL-910	Mixed UOM	current raw sums can occur.	Block or convert with accepted versioned conversion policy.	BLOCKING
TCRD-POL-920	Direct-page access	guards differ by page/API.	Require auth + semantic capability + tenant + record + feature policy.	BLOCKING
TCRD-POL-930	Files/email/provider	none in current MK output core.	Add only as separate accepted capability with independent state/idempotency.	DEFERRED
TCRD-POL-940	Stable Wiki topic	current topics already exist.	Keep slugs stable while current routes become React/Next.js.	RECOMMENDED

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7. Current Compatibility Dispositions

Compatibility	Disposition
CLIENT_ID === 2 in report helper	CURRENT COMPATIBILITY ONLY; replace with profile/config field contract
Export generated markers in remarks	preserve during coexistence, replace/augment with typed provenance
Trade page/API module-key split	characterize and converge to semantic capability
latest order-linked AP fallback	do not copy; require explicit target
rate silent skip	do not copy; explicit per-item or all-or-nothing
direct PHP output URLs	preserve with compatibility route until stable Wiki/replacement/caller-zero
browser print	preserve as nondurable presentation unless Product accepts more

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8. Activation Gates

Trade read migration

Requires:

• TCRD-POL-120 through 210 accepted or explicitly bounded;
• source breakdown and deleted/ambiguous handling;
• page/API role parity;
• read and CSV parity scenarios.

Packing Rate write migration

Requires:

• TCRD-POL-720 through 770;
• per-item DTO/errors/readback;
• expected-value concurrency;
• print-pending behavior;
• one-writer/rollback.

Outbound Cost write migration

Requires:

• TCRD-POL-510 through 610;
• typed ownership;
• full header/line preservation;
• status/version policy;
• files/sibling AP readback;
• one-writer/rollback.

Export Brokerage write migration

Requires:

• TCRD-POL-310 through 430;
• durable Job/request/manifest;
• supported shape;
• child ownership and balance parity;
• cancellation/unknown recovery;
• one-writer/rollback.

Document read migration

Requires:

• access parity;
• source/template/fallback policy for selected document;
• explicit nondurable result;
• browser parity and stable Wiki link.

Durable snapshot/delivery remains separate.

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9. Stop Conditions

Stop when:

• Trade derived labels are being treated as saved workflow state;
• a source class is omitted from explainability;
• Export provenance is inferred from reference alone;
• a Job/request identity is missing for a new writer;
• latest AP is chosen as Cost owner;
• omitted Cost header/lines can be destroyed;
• rate correction silently skips items;
• print can proceed while persisted rate is unknown;
• fixed document text or fallback is being accepted without owner decision;
• output render is being turned into durable completion implicitly;
• direct page/API access differs and no role evidence exists;
• target code introduces numeric Client/customer branching.

Record the exact policy ID, owner and required evidence.

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Source: docs/processes/MK_TRADE_COST_RATE_DOCUMENT_OUTPUTS_POLICY_DECISION_MATRIX.md — ctc repository · This page is an English translation of the source document. Identifiers, file paths and code symbols are unchanged.