workplan: RESOURCE-WP-0005 resource procurement facility

Spawn the operational build as a residual of RESOURCE-WP-0004. Finish
the terms workplan (T01 done; T02–T05 cancelled as superseded) and
point the terms document at the facility tasks.
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tegwick 2026-08-14 11:37:29 +02:00
parent 06f17f4238
commit 24b8b27b40
4 changed files with 328 additions and 65 deletions

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@ -4,13 +4,14 @@ type: workplan
title: "Adopt financial-entity procurement terms"
domain: financials
repo: resource-control
status: active
status: finished
owner: grok
topic_slug: railiance
created: "2026-08-14"
updated: "2026-08-14"
related:
- RESOURCE-WP-0003
- RESOURCE-WP-0005
- FIN-WP-0004
state_hub_workstream_id: "9d8a0f1b-468b-4e0e-b139-b5f8b1d42d03"
---
@ -19,12 +20,12 @@ state_hub_workstream_id: "9d8a0f1b-468b-4e0e-b139-b5f8b1d42d03"
## Goal
Make `docs/TermsOfResourceProcurement.md` V0.1 operational: every expense,
estimate, usage observation, and expense evaluation is associated with one of
Binky, Frontier, Railiance, Netkingdom, Helixforge, or Coulomb. Railiance
remains the procuring entity. Transfer prices, monthly settlement, and
credit-state evaluation follow those terms without becoming a second booked
ledger.
Publish `docs/TermsOfResourceProcurement.md` V0.1 as operating policy for
the six financial entities. Implementation of the control-plane facility
is the residual workplan `RESOURCE-WP-0005`.
Finished 2026-08-14: T01 published the terms (OQ-1 confirmed 5 % p.a.).
T02T05 cancelled in favour of `RESOURCE-WP-0005`.
## Boundaries
@ -65,72 +66,50 @@ updated.
```task
id: RESOURCE-WP-0004-T02
status: todo
status: cancel
priority: high
state_hub_task_id: "18576e8e-c159-42a1-88f1-61434c1fd298"
```
Add a versioned entity register for the six IDs. Extend inventory,
planning-evidence, and control-cycle schemas with `financial_entity_id` and
`procuring_entity_id`. Unknown remains explicit. Do not invent a default
entity.
Done when validators reject new cost-bearing records that lack both an
entity and an explicit unattributed gap, and tests cover the six IDs plus
Railiance self-consumption (zero markup).
Superseded 2026-08-14 by `RESOURCE-WP-0005-T01` and `RESOURCE-WP-0005-T02`.
Implementation residual of the published terms lives on the operational
facility workplan, not as leftover adoption tasks here.
## T03 — Backfill the live portfolio
```task
id: RESOURCE-WP-0004-T03
status: todo
status: cancel
priority: high
state_hub_task_id: "f15d552d-62ac-46fa-89e5-34218a1b65d2"
```
Tag current `data/resources/` records with procuring and consuming entities
from source evidence. Map `tenant:coulomb` to `entity:coulomb`,
`tenant:friendly:binky` / `rapp-qonto` to `entity:binky`, `helix-forge` to
`entity:helixforge`, and Railiance platform resources to
`entity:railiance` as procurer with allocated consumers where a driver
exists.
Done when every live inventory record has a procuring entity and either a
consuming entity, a shared allocation that yields per-entity shares, or an
explicit unattributed gap.
Superseded 2026-08-14 by `RESOURCE-WP-0005-T03`.
## T04 — Settlement statements and credit state
```task
id: RESOURCE-WP-0004-T04
status: todo
status: cancel
priority: medium
state_hub_task_id: "0546dd87-bc8f-41ea-a4a6-b60a031e9bf6"
```
Define a settlement-statement artifact and compute monthly transfer prices,
overdue interest, credit headroom, and `open` / `restricted` mode from
Terms V0.1 parameters. Include worked-example fixtures for ordinary
settlement, extended payment, and the default-limit restriction.
Done when a tool can emit one statement per consuming entity from committed
evidence and the restricted allowance matches
`max(0, 50.00 monthly_interest)`.
Superseded 2026-08-14 by `RESOURCE-WP-0005-T04` and `RESOURCE-WP-0005-T05`.
## T05 — Fin-hub and Railiance handoff
```task
id: RESOURCE-WP-0004-T05
status: todo
status: cancel
priority: medium
state_hub_task_id: "874151e0-4b34-426b-a2b9-f836df3265c8"
```
Propose the exchange additions fin-hub needs to recognize internal transfer
charges and payments without taking resource authority, and the
consumption-mode signal Railiance operations needs to enforce restricted
use. Hand off as work records in those repos. Do not book settlement in
this repository.
Superseded 2026-08-14 by `RESOURCE-WP-0005-T07`.
Done when the handoff records exist and this repo documents the join keys
it will publish.
## Residual
Implementation of the operational facility is
`RESOURCE-WP-0005-resource-procurement-facility.md` (`origin: residual`,
`origin_ref: RESOURCE-WP-0004`).