Recipe Platform Business Rules Catalog

Business Rules

ID	Rule Statement	Enforcement Point	Evidence	Evidence Quality	Exceptions / Notes
BR-001	Item names are required and normalized for uniqueness.	src/services/item_service.py	normalize_item_name, duplicate-name tests	Observed	Duplicate suggestions use suffixes such as Name (1).
BR-002	Item type is constrained to recipe or base food.	database/schema.sql, item services	item.item_type, tests	Observed	Future customizable item types are deferred in docs.
BR-003	Recipes require yield quantity/unit, ingredients, instructions, and primary cooking method.	src/services/recipe_service.py	recipe validation tests; docs/agent_context/recipe_collection.md	Observed	Base foods are intentionally lighter weight.
BR-004	Base foods do not require recipe yield, serving fields, or cooking method in MVP.	Schema/tests/docs	tests/test_db_init.py; docs/agent_context/recipe_collection.md	Observed	Base-food authority fields support later scaling and inventory.
BR-005	Advanced hotel-pan units are allowed for live scaling and Forecasting, not recipe/base-food authoring.	Unit config and validation services	src/config/units.py; docs/agent_context/recipe_collection.md; route/service tests	Observed	They remain available in Forecasting and live detail views.
BR-006	Workflow statuses are submitted, reviewed, approved, analyzed, live, and rejected.	src/config/statuses.py, src/services/workflow_service.py	Status config and workflow tests	Observed	returned to submitter is represented through status and resubmission flag, not a separate status.
BR-007	Reviewer, dietitian, admin, and super user roles have distinct workflow portal access.	src/config/roles.py, src/services/workflow_service.py	Portal definitions and policy tests	Observed	Mock auth supplies current user context in MVP.
BR-008	Some workflow actions require reason text, including returns/send-backs/rejections.	src/services/workflow_service.py	requires_reason action definitions; workflow tests	Observed	Reason labels vary by action.
BR-009	A recipe must have both mass and volume yield data before it can go live.	transition_item_status	src/services/workflow_service.py; route test test_go_live_requires_recipe_mass_and_volume_measurements	Observed	Applies to recipes when action code is go_live.
BR-010	Menu concepts, meal periods, days, and menu statuses are controlled lists.	src/config/menu_builder.py	Menu config and tests	Observed	Concept order affects display order, not slot identity.
BR-011	Menu slot assignments must use live items.	src/services/menu_service.py	test_replace_menu_slot_items_rejects_non_live_items	Observed	Supports both recipes and base foods.
BR-012	Forecasting is assignment-oriented; production summary is item-oriented.	src/services/menu_forecast_service.py	docs/agent_context/menu_builder.md; forecast tests	Observed	One item may roll up across assignments.
BR-013	Forecast case mode stores visible case quantity separately from calculated production yield.	src/services/menu_forecast_service.py, schema	Forecast tests and docs	Observed	Advanced case mode can link to recipe ingredient basis.
BR-014	Batch split percentages must total 100.	src/services/menu_forecast_service.py	test_save_menu_forecast_batch_splits_requires_total_100	Observed	Batch split rows can also carry planned time.
BR-015	Production forecast accuracy is calculated against implied demand, not raw production.	src/services/production_record_service.py	docs/agent_context/menu_builder.md	Observed	Implied demand equals actual production minus signed end-service variance.
BR-016	Posted production facts exclude draft records.	src/services/production_record_service.py	test_posted_production_facts_exclude_drafts	Observed	Posted facts contract is versioned as v1.
BR-017	Inventory counts are live operational counts, not finalized accounting periods.	Inventory docs and services	docs/agent_context/inventory.md; README.md	Observed	Weekly finance/accounting finalization is future scope.
BR-018	Current on hand sums active location item rows after normalizing each/case entry.	src/services/inventory_service.py	inventory service tests	Observed	Display may prefer case display for case-counted rows.
BR-019	Inventory catalog identity is separate from Recipe Collection culinary identity.	database/schema.sql, bridge service	inventory_catalog_item, inventory_item_match; inventory docs	Observed	Current count entry still accepts live base-food item_id for compatibility.
BR-020	Catalog review default scope is demand-driven, not all live base foods.	src/services/inventory_bridge_service.py, docs	get_inventory_catalog_review_page; README	Observed	scope=all exists for audit/debug.
BR-021	One active preferred substitute is allowed per inventory catalog item.	Schema and bridge service	idx_inventory_catalog_substitute_preferred; substitute tests	Observed	Non-preferred active substitutes are available for manual override.
BR-022	Vendor invoice staging supports manual, CSV fixture, vendor API, PDF, and email source types at schema level.	database/schema.sql	inventory_vendor_invoice.source_type check	Observed	Current implementation supports manual/CSV fixture/dev generation.
BR-023	Invoice line matching currently uses vendor-code/catalog links and manual review.	src/services/inventory_invoice_service.py	invoice service tests and inventory docs	Observed	Name/category fallback matching is documented as later work.
BR-024	Invoice placement is not an accounting post or finalized receiving workflow.	Inventory docs and service behavior	docs/agent_context/inventory.md	Observed	It seeds a count row using invoice quantity/unit.
BR-025	Planning uses vendor/category preferences when configured and a marked 7-day default when not configured.	src/services/inventory_ordering_service.py, src/services/inventory_usage_service.py	planning tests and README	Observed	Future item-level vendor resolution is still needed.

BA Alignment

• Activity areas: Analyze requirements and define design options; manage requirements lifecycle.
• Techniques used: Business rules analysis, document analysis, interface analysis, acceptance criteria extraction.