This commit is contained in:
2026-05-14 11:20:33 +02:00
parent 355831c76d
commit 2b3c823743
41 changed files with 2101 additions and 554 deletions

View File

@@ -1,48 +1,91 @@
<!-- Generated from docs_source/business by docs/tools/render_business_docs.py. -->
# Index thematique des regles business
Statut: `migration partielle`
## Comment chercher une regle
- Contrats, dates, lieux, banques: [contracts.md](contracts.md)
- Lots virtuels, lots physiques, `lot.qt`, weighing: [FR](lots-and-quantities.md) / [EN](lots-and-quantities.en.md)
- Matching, Create Contracts, back-to-back: [matching.md](matching.md)
- Shipments, controllers, SLA, weight reports: [shipments-execution.md](shipments-execution.md)
- Pricing manuel, basis, premium, linked currency: [pricing.md](pricing.md)
- Fees, freight, lots effectifs, `% rate`: [fees.md](fees.md)
- Valuation, PnL, MTM, derivatives: [valuation-pnl-mtm.md](valuation-pnl-mtm.md)
- Factures provisoires/finales, padding: [invoicing.md](invoicing.md)
- Impacts `account.move`, validate/post: [accounting-bridge.md](accounting-bridge.md)
- Comptes bancaires, payment terms, payment orders: [payments-banking.md](payments-banking.md)
- Relatorio, `.fodt`, proprietes `report_*`: [reports-templates.md](reports-templates.md)
- Risque, credit, forex: [risk-credit-forex.md](risk-credit-forex.md)
- Rapport Lots Management: [lots-management.md](lots-management.md)
- Diagnostics SQL des invariants: [sql/README.md](sql/README.md)
<ul style="margin:0.65rem 0 1rem 1.1rem; padding-left:1rem; list-style-type:disc;">
<li style="margin:0.38rem 0;">Contrats, dates, lieux, banques: <a href="contracts.md">contracts.md</a>
</li>
<li style="margin:0.38rem 0;">Lots virtuels, lots physiques, <code>lot.qt</code>, weighing: <a href="lots-and-quantities.md">FR</a> / <a href="lots-and-quantities.en.md">EN</a>
</li>
<li style="margin:0.38rem 0;">Matching, Create Contracts, back-to-back: <a href="matching.md">matching.md</a>
</li>
<li style="margin:0.38rem 0;">Shipments, controllers, SLA, weight reports: <a href="shipments-execution.md">shipments-execution.md</a>
</li>
<li style="margin:0.38rem 0;">Pricing manuel, basis, premium, linked currency: <a href="pricing.md">pricing.md</a>
</li>
<li style="margin:0.38rem 0;">Fees, freight, lots effectifs, <code>% rate</code>: <a href="fees.md">fees.md</a>
</li>
<li style="margin:0.38rem 0;">Valuation, PnL, MTM, derivatives: <a href="valuation-pnl-mtm.md">valuation-pnl-mtm.md</a>
</li>
<li style="margin:0.38rem 0;">Factures provisoires/finales, padding: <a href="invoicing.md">invoicing.md</a>
</li>
<li style="margin:0.38rem 0;">Impacts <code>account.move</code>, validate/post: <a href="accounting-bridge.md">accounting-bridge.md</a>
</li>
<li style="margin:0.38rem 0;">Comptes bancaires, payment terms, payment orders: <a href="payments-banking.md">payments-banking.md</a>
</li>
<li style="margin:0.38rem 0;">Relatorio, <code>.fodt</code>, proprietes <code>report_*</code>: <a href="reports-templates.md">reports-templates.md</a>
</li>
<li style="margin:0.38rem 0;">Risque, credit, forex: <a href="risk-credit-forex.md">risk-credit-forex.md</a>
</li>
<li style="margin:0.38rem 0;">Rapport Lots Management: <a href="lots-management.md">lots-management.md</a>
</li>
<li style="margin:0.38rem 0;">Diagnostics SQL des invariants: <a href="sql/README.md">sql/README.md</a>
</li>
</ul>
## Regles migrees dans cette premiere passe
- `BR-PT-CON-001`: texte par defaut de pricing rule.
- `BR-PT-CON-002`: delivery period coherent.
- `BR-PT-CON-003`: lieux stock propages dans Create Contracts.
- `BR-PT-LOT-001`: cycle de vie des lots et des quantites.
- `BR-PT-LOT-002`: quantity contractuelle, execute physique et ligne finie.
- `BR-PT-LOT-003`: garde-fous Python et diagnostics SQL des invariants de
quantite.
- `BR-PT-MAT-001`: Create Contracts multi-lots.
- `BR-PT-SHP-001`: affectation controller.
- `BR-PT-SHP-002`: couts SLA controller.
- `BR-PT-SHP-003`: weight reports distants.
- `BR-PT-PRI-001`: premium dans priced et basis.
- `BR-PT-PRI-002`: linked currency.
- `BR-PT-PRI-003`: pricing manuel.
- `BR-PT-FEE-001`: maritime freight depuis fee shipment.
- `BR-PT-FEE-002`: lots effectifs des fees.
- `BR-PT-FEE-003`: `% rate` via delta de financement.
- `BR-PT-VAL-001`: valuation achat/vente et sale-first.
- `BR-PT-VAL-002`: references de valuation.
- `BR-PT-VAL-003`: MTM hors fees.
- `BR-PT-INV-001`: padding facture provisoire vente.
- `BR-PT-ACC-001`: Validate facture client attribue le numero.
- `BR-PT-PAY-001`: comptes bancaires tiers vs compagnie.
- `BR-PT-RPT-001`: templates trade via proprietes Python.
- `BR-PT-LOTMGT-001`: filtres Lots Management.
<ul style="margin:0.65rem 0 1rem 1.1rem; padding-left:1rem; list-style-type:disc;">
<li style="margin:0.38rem 0;"><code>BR-PT-CON-001</code>: texte par defaut de pricing rule.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-CON-002</code>: delivery period coherent.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-CON-003</code>: lieux stock propages dans Create Contracts.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-LOT-001</code>: cycle de vie des lots et des quantites.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-LOT-002</code>: quantity contractuelle, execute physique et ligne finie.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-LOT-003</code>: garde-fous Python et diagnostics SQL des invariants de quantite.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-MAT-001</code>: Create Contracts multi-lots.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-SHP-001</code>: affectation controller.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-SHP-002</code>: couts SLA controller.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-SHP-003</code>: weight reports distants.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-PRI-001</code>: premium dans priced et basis.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-PRI-002</code>: linked currency.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-PRI-003</code>: pricing manuel.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-FEE-001</code>: maritime freight depuis fee shipment.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-FEE-002</code>: lots effectifs des fees.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-FEE-003</code>: <code>% rate</code> via delta de financement.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-VAL-001</code>: valuation achat/vente et sale-first.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-VAL-002</code>: references de valuation.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-VAL-003</code>: MTM hors fees.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-INV-001</code>: padding facture provisoire vente.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-ACC-001</code>: Validate facture client attribue le numero.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-PAY-001</code>: comptes bancaires tiers vs compagnie.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-RPT-001</code>: templates trade via proprietes Python.
</li>
<li style="margin:0.38rem 0;"><code>BR-PT-LOTMGT-001</code>: filtres Lots Management.
</li>
</ul>