Foundation

Rules are the enforcement layer.

Rules define how data is captured, validated, promoted, retained, and acted upon. Intake can stay fast, but downstream promotion must remain controlled so weak data never enters system truth.

Discipline Model

Flexible collection, strict promotion

The thesis from the rules plan is explicit: discipline should be enforced after capture, not by making intake rigid. That balance is what keeps AXIS Blue fast in the field without becoming sloppy downstream.

Fast intake

Allow optional inputs and flexible collection conditions when speed matters in the field.

Strict validation

Require stronger proof during processing, review, and promotion before something becomes trusted truth.

Governed outcomes

No registry update, reporting output, or execution step should bypass rule satisfaction.

Governance Areas

What this surface should manage

Collection and evidence requirements

Define what must be captured at intake, what can remain optional, and what evidence becomes mandatory later.

Retailer-specific logic

Support configurable overrides by retailer, store, or account context without breaking system consistency.

Promotion gates

Require validation, confidence thresholds, and approval workflows before registry truth can be updated.

Workflow triggers

Escalate unresolved items, notify approvals, and trigger reporting or follow-up work when conditions are met.

Retention

Define how long records stay active, reviewable, and historically visible.

Version tracking

Rule sets should be viewable, editable, toggleable, and traceable over time.

Frontend Structure

Categorized rule sets with explicit controls

Clear categories

Separate collection rules, evidence rules, retailer rules, and promotion gates so governance stays legible.

Editing controls

Allow toggling and editing without hiding whether a rule is active, strict, or versioned.

Reviewability

The UI should make it obvious what a rule changes and which workflows it affects.

Backend Structure

Structured tables and a contextual rules engine

Structured storage

Rules should live in structured tables rather than drift across ad hoc code paths.

Event evaluation

The rules engine must evaluate collect, process, review, promotion, and reporting events consistently.

Context-aware loading

Load rules dynamically based on retailer, entity, and workflow context.

Build Surface

API directions for the governed layer

/v1/rules/collectionCollection requirements and intake posture by context.

/v1/rules/evidenceEvidence requirements, proof windows, and validation expectations.

/v1/rules/retailersRetailer-specific overrides and configuration.

/v1/rules/promotion-gatesApproval, confidence, and validation controls before promotion.

/v1/rules/triggersWorkflow triggers for escalations, approvals, and reporting actions.

/v1/rules/retentionRetention policies and lifecycle posture.

Build Sequence

Phased system integration

Phase 1

Scaffold the page and backend module, define rule types, and display static rules.

Phase 2

Implement collection requirements and evidence rules tied to collect events.

Phase 3

Add retailer-specific overrides and test them against real retailer contexts.

Phase 4

Enforce promotion gates so registry updates cannot bypass rule satisfaction.

Phase 5

Wire triggers and retention so rule conditions shape downstream system behavior.

Final thesis: speed at intake should never compromise truth after promotion.

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