Rule Packs by Trade
Ten ready-made packs — four by trade, four normative, plus a management-control pack and an internal-control pack. Rule-by-rule composition, application procedure and consultant checklist.
A pack is posted onto compiled code, exactly like a rule set by hand: it only contains catalog types, with plausible, cautious parameters for a given sector. Nothing new on the engine side — a pack is a list of what the Business Rules screen already accepts, grouped and named.
Simulate, apply, activate
[{ "code": "textile", "secteur": "textile", "regles": [ /* … */ ] }, /* … */ ]POST /api/v1/rules/packs/{code}/simulate replays every rule in the pack on the last 90 days and adds up evaluated/blocked per rule. POST /api/v1/rules/packs/{code}/apply then inserts the rules into rule_parameters, disabled — applying a pack never blocks a write the moment it is applied. Replaying apply on a pack already set creates nothing new (idempotent), and never overwrites a rule the consultant has since customized.
Procedure: simulate the pack, apply it (rules land inactive), then activate each rule one by one from the Business Rules screen, after reading its own simulation.
Every rule in a pack is set at tenant scope.
Four trade packs
Textile textile
Cheynet, Pito, Bacovet — receiving tolerance on fabric, material purchases approved by tier, committed customer delivery date.
| Type | Parameters | Why |
|---|---|---|
sur_reception | pct_max: 5, illimitee: false | Usual over-yardage tolerance on fabric receipts. |
approbation_montant | table: purchase_orders, paliers: ["10000:2", "100000:3"], mode: avertir | Material purchases approved by tier; warn mode to observe before hardening. |
periode_close | {} | Locks entries in an already closed accounting period. |
champ_requis_statut | table: sales_orders, champs: ["delivery_date"] | Contractual delivery date required before firming the customer order. |
Consultant checklist
- List the over-yardage tolerances negotiated per supplier.
- Check the existing purchasing approval levels (roles 2 and 3).
- Confirm which accounting periods are already closed before activating periode_close.
- Make sure delivery_date is actually filled in on customer orders.
Precision mechanics mecanique_precision
AMM — tight receiving tolerance, material/tooling purchases approved at low thresholds, no manufacturing order planned without an end date.
| Type | Parameters | Why |
|---|---|---|
sur_reception | pct_max: 2, illimitee: false | Tight tolerance: little slack on machined dimensions. |
approbation_montant | table: purchase_orders, paliers: ["5000:2", "50000:3"], mode: avertir | Lower thresholds: expensive components in small batches. |
periode_close | {} | Locks entries in an already closed accounting period. |
champ_requis_statut | table: manufacturing_orders, champs: ["planned_end"] | Planned end date needed for shop-floor scheduling. |
Consultant checklist
- Check the machining tolerances negotiated per reference.
- Confirm the 5,000 and 50,000 purchasing approval thresholds.
- Make sure planned_end is filled in by the current OF scheduling process.
- List the accounting periods already closed.
Cabling / metal cablage_metal
PSZ Cable, SZ Metal — customer credit exposure monitored, receiving tolerance on coils/sheet metal, supplier lead time required once firm.
| Type | Parameters | Why |
|---|---|---|
sur_reception | pct_max: 3, illimitee: false | Receiving tolerance on coils/sheet metal. |
limite_credit_client | tolerance_pct: 10, inclure_commandes: true, mode: avertir | Customer exposure monitored: deferred payment is common in the industry. |
periode_close | {} | Locks entries in an already closed accounting period. |
champ_requis_statut | table: purchase_orders, champs: ["expected_date"] | Expected delivery date required as soon as the purchase order is firmed. |
Consultant checklist
- Check the material tolerances negotiated (coils/sheet metal).
- List current customer credit limits and confirm the 10% tolerance.
- Make sure expected_date is filled in on purchase orders.
- List the accounting periods already closed.
Transport & logistics transport_logistique
3C, Alonso Forwarding — carrier and tracking number required before any firm delivery note, customer credit exposure monitored, accounting period locked. No sur_reception: a forwarder rarely receives purchase orders in the reception_items sense.
| Type | Parameters | Why |
|---|---|---|
champ_requis_statut | table: delivery_notes, champs: ["carrier", "tracking_number"] | Contractual traceability of the shipment. |
limite_credit_client | tolerance_pct: 5, inclure_commandes: false, mode: avertir | Frequent billing, thin forwarder margins. |
periode_close | {} | Locks entries in an already closed accounting period. |
Consultant checklist
- Check that carrier and tracking_number are actually filled in.
- List customer credit limits and confirm the 5% tolerance.
- List the accounting periods already closed.
Four normative packs
ISO 9001 baseline iso9001_socle
Any sector — document control (approver and review date), major/critical nonconformities closed without action flagged, unevaluated suppliers flagged, lot-traced receiving. All rules in warn mode.
| Type | Parameters | Why |
|---|---|---|
champ_requis_statut | table: document_control, statut: approved, champs: ["approver_id", "next_review"], mode: avertir | Document control, ISO 9001 § 7.5. |
nc_sans_action | severites: ["major", "critical"], mode: avertir | ISO 9001 § 10.2 — nonconformity and corrective action. |
fournisseur_non_evalue | age_max_jours: 365, mode: avertir | ISO 9001 § 8.4.1 — control of external providers. |
tracabilite_requise | moments: ["reception"], mode: avertir | Baseline traceability, at receiving. |
Consultant checklist
- Identify who approves controlled documents and under which status.
- Check that major/critical nonconformities have corrective actions in progress.
- List suppliers without an evaluation for over a year.
- Confirm the traceability profile (lot tracking) of the items involved.
IATF 16949 — Automotive cabling iatf16949_cablage_auto
Automotive cabling/metal, a normative superset of the Cabling / metal pack — lot traceability from receiving, FMEA completed before OF launch, calibrated instruments, verified nonconformities, per-item material certificates.
| Type | Parameters | Why |
|---|---|---|
tracabilite_requise | moments: ["reception"], tous_articles: true, mode: bloquer | IATF 16949 § 8.5.2: lot traceability from receiving, on every item. |
document_requis_avant_statut | table: manufacturing_orders, statut: in_progress, documents: ["fmea_studies"], mode: bloquer | PPAP / FMEA before OF launch. |
equipement_non_etalonne | mode: bloquer | IATF 16949 § 7.1.5.2. |
nc_sans_action | severites: ["major", "critical"], exiger_verification: true, mode: avertir | Corrective action verified, not just present. |
certificat_expire | par_article: true, mode: avertir | Per-item material certificates. |
Consultant checklist
- Check that lot tracking is enabled on every automotive item.
- Confirm an FMEA study exists for every reference launched into an OF.
- List the measuring instruments and their calibration due dates.
- Check material certificates per item and per supplier.
- Most rules arrive in block mode: validate the data above before activating them, not after.
Textile — Oeko-Tex / BSCI textile_oekotex_bsci
Contract textile — Oeko-Tex/BSCI/GOTS material certificates, evaluated or audited supplier, supplier delivery note traced from receiving.
| Type | Parameters | Why |
|---|---|---|
certificat_expire | normes: ["OEKO-TEX", "BSCI", "GOTS"], mode: avertir | Usual standards for contract textile. |
fournisseur_non_evalue | accepter_audit: true, mode: avertir | A recent supplier audit counts as an evaluation. |
champ_requis_statut | table: receptions, champs: ["supplier_bl"] | Supplier delivery note traced from receiving. |
Consultant checklist
- List available material certificates per supplier (OEKO-TEX, BSCI, GOTS).
- Check recent supplier audits.
- Make sure supplier_bl is actually filled in at receiving.
ISO 13485 — Medical devices iso13485_dispositifs_medicaux
Medical devices — the strictest pack: lot and serial traceability on every item, every nonconformity verified before closure, controlled document approved before OF launch, calibrated instruments, material certificates.
| Type | Parameters | Why |
|---|---|---|
tracabilite_requise | tous_articles: true, serie_aussi: true, mode: bloquer | Lot AND serial traceability on every item. |
nc_sans_action | exiger_verification: true, mode: bloquer | Every severity, corrective action verified before closure. |
document_requis_avant_statut | table: manufacturing_orders, statut: in_progress, documents: ["document_control"], mode: bloquer | Controlled document approved before OF launch. |
equipement_non_etalonne | mode: bloquer | ISO 13485 § 7.1.5 (by reference to ISO 9001). |
certificat_expire | mode: avertir | Material certificates, observed before hardening. |
Consultant checklist
- Confirm lot and serial tracking on every item involved.
- Check an approved controlled document exists for every reference launched into an OF.
- List the measuring instruments and their calibration due dates.
- Check available material certificates.
- Most rules arrive in block mode: validate the data above before activating them.
Two governance packs
Management control controle_de_gestion
Any sector — the affair (AFFAIRE mirror dimension) required on the customer invoice at firming, warn mode to observe before hardening, plus the forbidden dimension combinations check (dim_forbidden — inactive until a combination is configured in Settings → Dimensions).
| Type | Parameters | Why |
|---|---|---|
dimension_requise | table: invoices, dimensions: ["AFFAIRE"], mode: avertir | Requires the Affair dimension on the customer invoice at firming, to tie every invoice to a profit center. |
combinaison_interdite | {} | Checks forbidden dimension combinations — inactive until a combination is set in Settings → Dimensions. |
Consultant checklist
- Confirm the AFFAIRE dimension exists and is filled in by default (customer record → header).
- List the dimension combinations to forbid before activating combinaison_interdite (Settings → Dimensions).
- Add purchase_orders by hand if the requirement should also cover purchasing — the pack posts only one row to avoid a uniqueness conflict.
Internal control controle_interne
Any sector — conflict-matrix segregation of duties: three cautious conflicts, all in warn mode, carried in a single separation_taches row (tenant scope — the rule_parameters uniqueness constraint allows only one active row of this type per tenant).
| Type | Parameters | Why |
|---|---|---|
separation_taches | conflits: ["creer_fournisseur:valider_paiement", "creer_da:approuver", "modifier_rib:valider_paiement"], mode: avertir | Three usual four-eyes conflicts: supplier creator / payment validator, purchase requester / approver, RIB modifier / payment validator. |
Consultant checklist
- Check that created_by / requester_id are actually filled in on existing suppliers, purchase requests and payments.
- Confirm the supplier RIB is a tracked sensitive field (migration 340, field_changes) on this tenant.
- Switch to block mode conflict by conflict, after reading each one's simulation.
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See also : Type catalog · Deployment · Examples by sector · Monitoring and risk signals · Copilot · Status profiles