137 lines
4.4 KiB
Markdown
137 lines
4.4 KiB
Markdown
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---
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id: RESOURCE-WP-0004
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type: workplan
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title: "Adopt financial-entity procurement terms"
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domain: financials
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repo: resource-control
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status: active
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owner: grok
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topic_slug: railiance
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created: "2026-08-14"
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updated: "2026-08-14"
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related:
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- RESOURCE-WP-0003
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- FIN-WP-0004
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state_hub_workstream_id: "9d8a0f1b-468b-4e0e-b139-b5f8b1d42d03"
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---
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# RESOURCE-WP-0004 — adopt financial-entity procurement terms
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## Goal
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Make `docs/TermsOfResourceProcurement.md` V0.1 operational: every expense,
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estimate, usage observation, and expense evaluation is associated with one of
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Binky, Frontier, Railiance, Netkingdom, Helixforge, or Coulomb. Railiance
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remains the procuring entity. Transfer prices, monthly settlement, and
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credit-state evaluation follow those terms without becoming a second booked
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ledger.
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## Boundaries
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- `resource-control` owns entity association, delivered-cost reconstruction,
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transfer-price calculation, settlement statements, and credit-state
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evaluation.
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- `fin-hub` owns booked facts, recognized payments, tax, and any later
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posting of internal settlement.
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- Railiance platform repos enforce restricted consumption; this repo only
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publishes the signal.
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- Human financial authority approves parameter changes, account opening,
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and limit waivers.
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- Schema changes must remain compatible with
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`docs/fin-hub-resource-control-contract-v0.1.md`.
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## T01 — Publish Terms of Resource Procurement V0.1
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```task
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id: RESOURCE-WP-0004-T01
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status: done
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priority: high
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state_hub_task_id: "7b2d73e6-f610-45bb-8391-61d6c480a5b9"
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```
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Write `docs/TermsOfResourceProcurement.md` V0.1 covering the six financial
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entities, Railiance as procuring manager, cost plus 20 %, monthly settlement
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payable in 10 days, 5 % p.a. interest with unlimited extension, €1 000
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default credit limit, and restricted consumption of €50/month reduced by
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monthly interest. Point `INTENT.md`, `SCOPE.md`, and the portfolio cadence
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at the terms.
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Done when the terms file is in `docs/` and the repo canon references it.
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Completed 2026-08-14: V0.1 published; INTENT, SCOPE, and monthly cadence
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updated.
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## T02 — Entity register and schema association
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```task
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id: RESOURCE-WP-0004-T02
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status: todo
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priority: high
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state_hub_task_id: "18576e8e-c159-42a1-88f1-61434c1fd298"
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```
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Add a versioned entity register for the six IDs. Extend inventory,
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planning-evidence, and control-cycle schemas with `financial_entity_id` and
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`procuring_entity_id`. Unknown remains explicit. Do not invent a default
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entity.
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Done when validators reject new cost-bearing records that lack both an
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entity and an explicit unattributed gap, and tests cover the six IDs plus
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Railiance self-consumption (zero markup).
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## T03 — Backfill the live portfolio
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```task
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id: RESOURCE-WP-0004-T03
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status: todo
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priority: high
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state_hub_task_id: "f15d552d-62ac-46fa-89e5-34218a1b65d2"
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```
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Tag current `data/resources/` records with procuring and consuming entities
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from source evidence. Map `tenant:coulomb` to `entity:coulomb`,
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`tenant:friendly:binky` / `rapp-qonto` to `entity:binky`, `helix-forge` to
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`entity:helixforge`, and Railiance platform resources to
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`entity:railiance` as procurer with allocated consumers where a driver
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exists.
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Done when every live inventory record has a procuring entity and either a
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consuming entity, a shared allocation that yields per-entity shares, or an
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explicit unattributed gap.
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## T04 — Settlement statements and credit state
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```task
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id: RESOURCE-WP-0004-T04
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status: todo
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priority: medium
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state_hub_task_id: "0546dd87-bc8f-41ea-a4a6-b60a031e9bf6"
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```
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Define a settlement-statement artifact and compute monthly transfer prices,
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overdue interest, credit headroom, and `open` / `restricted` mode from
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Terms V0.1 parameters. Include worked-example fixtures for ordinary
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settlement, extended payment, and the default-limit restriction.
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Done when a tool can emit one statement per consuming entity from committed
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evidence and the restricted allowance matches
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`max(0, 50.00 − monthly_interest)`.
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## T05 — Fin-hub and Railiance handoff
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```task
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id: RESOURCE-WP-0004-T05
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status: todo
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priority: medium
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state_hub_task_id: "874151e0-4b34-426b-a2b9-f836df3265c8"
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```
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Propose the exchange additions fin-hub needs to recognize internal transfer
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charges and payments without taking resource authority, and the
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consumption-mode signal Railiance operations needs to enforce restricted
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use. Hand off as work records in those repos. Do not book settlement in
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this repository.
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Done when the handoff records exist and this repo documents the join keys
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it will publish.
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