oxFlow Wiki

Glossary — Change Log

6 min read

Extracted from ../../other/glossary.md.

  • v0.1 — initial draft from canvas + audio explainer
  • v0.2 — BR review pass:
    • Dropped “Pay Item” in favour of “Schedule Item”
    • Dropped “Direct Item / Indirect Item” as a type; introduced Indirect Cost as an Item Flag with a structural-derivation default
    • Dropped “Subcontract Resource” as a standalone concept — it’s just a Resource of Type Subcontract
    • Added Other as a Resource Type
    • Locked: Unit is required on Resource and Item (LS valid)
    • Added Unit as a defined term
    • Added Item Flag as a concept
    • Clarified Subcontract Package is persistent (not transient) and the two Adjudication flavours (Price Book vs Subcontract Package)
    • Added Company Role (Client / Supplier / Subcontractor) with Xero-driven defaulting
    • Generalised Flag to apply to multiple entities (Resource, Item, Company)
    • Expanded Resource Flag examples (3–4 per type); full taxonomy deferred to Resource entity spec
    • Raised Item depth to 5 to match Heading depth
  • v0.3 — internal resolution pass:
    • Resource Types locked 🟢 — structurally identical across all types; Type only governs (1) Flag set, (2) whether reachable via Subcontract Package Adjudication, (3) type-specific Anomaly checks
    • Unit conversions locked 🟢 for v1 — estimator handles conversions explicitly in the Worksheet; no auto-conversion
    • Unit mismatch added as an Anomaly Dashboard check
    • Content Blocks locked 🟢 — four standard (Inclusions, Exclusions, Task Breakdown, Risk Breakdown); admins can define additional blocks (Name + Explainer)
    • Company Roles locked 🟢 at Client / Supplier / Subcontractor (no Consultant, no Partner)
  • v0.4 — alignment with domain model v0.2:
    • Item ↔ Worksheet locked at 1:1 — every Item has a Worksheet
    • Added Worksheet Resource and Worksheet Recipe as defined terms (snapshot-usage joins)
    • Documented snapshot semantics — Worksheet Resources and Recipes don’t auto-sync; divergence flagged by Anomaly Review
    • Added snapshot-divergence checks to Anomaly Review
  • v0.5 — alignment with business-rules v0.2:
    • Added Code as a new concept — required, admin-defined classifier for external system integration (e.g., Activity Code, Workcentre for Workbench)
    • Updated Categorization to explicitly note it’s optional (vs Code being required)
  • v0.6 — alignment with business-rules v0.3:
    • Added Inactive as an Item Flag (Normal Items only)
    • Added Output Unit to Recipe definition (Recipes evaluate to a rate per Output Unit)
    • Added Workbench as an Integration term
  • v0.7 — alignment with business-rules v0.4:
    • Price Book now has a source type (user-created / system-generated)
    • Subcontract Package Adjudication updated — output is a system-generated Price Book, not direct Resources on Items
    • Unifies the Resource origin model (all Resources live in a Price Book)
  • v0.8 — consistency pass:
    • Added Output Unit as its own glossary entry (was buried in Recipe definition)
    • Clarified Code vs Item’s free-text code attribute (they are not the same thing)
    • Added cross-refs from Code entry to BR-125–128 and roles-permissions
  • v0.11 — Flag Catalog + Modifier Catalog model (Resource entity spec v0.3):
    • Flag refactored 🟢 from type-specific to scope-based: admin-curated Flag Catalog; each Flag declares scope (All / one / multiple Resource Types); boolean or small enum; no math impact
    • Plug Rate updated to define as a specific Flag in the Flag Catalog, scope = All Resource Types, boolean
    • Modifier added as a new concept 🟢: admin-curated Modifier Catalog; numeric adjustment to cost math; four operations (quantity_multiplier, rate_adder, lump_sum_add, total_multiplier); scope and value unit per Modifier; values flow from Resource to Worksheet Resource with per-instance override allowed
    • Worksheet Resource snapshot semantics extended to include modifier values
    • Anomaly Review Layer 1 expanded: missing modifier defaults (admin-configurable) and modifier override bounds (optional)
    • Alphabetical index updated: added Modifier entry
  • v0.10 — Item Status expansion (driven by Item entity spec v0.3):
    • Added Item Status as its own glossary entry with five states (Unpriced / Plugged / Priced / Reviewed / Locked)
    • Clarified Plugged (Item Status) vs Plug Rate (Resource flag) — distinct concepts; updated Plug Rate entry to cross-ref
    • Added submission-block note on Item Status entry
    • Anomaly Review checks updated: Unpriced / Plugged flagged separately from Plug Rate Resources inside Priced Items
  • v0.9 — gap-analysis pass:
    • Added Production Rate as a Variable-pattern concept (not a new entity)
    • Added Reference Rate as an admin-defined benchmark library for anomaly checks
    • Added Risk Item as an Item Type
    • Added Real-time collaboration with explicit per-Item locking (flagged for Oxcon discussion)
    • Anomaly Review refactored into three layers: deterministic rules (Alpha), Reference Rate matching (Alpha rules-first + Release AI-assist), historical comparison (Release AI-driven)
    • Adjudication definition updated with shared six-step workflow (Generate → Export → Import → Compare → Normalise → Transfer) applicable to both Price Book and Subcontract Package flavours
  • v0.15 — Batch C review round 2 (Commercials, Tender/Estimate, Program/Task, Company, Codes, Reference Rate, Categorization; business-rules v0.11):
    • Commercials — Lump Sum spread = proportional (BR-074a); sequential compounding clarified
    • Estimate — In Progress → Reviewed is automatic (triggered when all Items Reviewed)
    • Program / Task — duration adopted from MSP verbatim; summary-only subtask exposure; Task ID governs on re-upload
    • Company — always one-way Xero sync; archive cascade from Xero (BR-080a)
    • Code — scope restricted to Items + Resources only; Admin-only creation (BR-125a); one-time + on-demand refresh
    • Reference Rate — no versioning; single current value; Layer 3 historical is a separate AI mechanism
    • Categorization — soft-delete (BR-120a); sub-Item inheritance at creation (BR-121a); palette + hex colours; bulk tagging
  • v0.14 — Batch C review pass (Price Book, Adjudication, Subcontract Package BRs locked; business-rules v0.10):
    • Price Book — scope-inheritance locked; auto-archive on scope_end_date; multiple PBs per Supplier allowed; Project-Specific = Tender-specific clarified
    • Adjudication — re-open constraint added (blocked after Estimate Submission); PBA now supports multiple rounds
    • Import Wizard — added as a new defined term covering both Client Schedule import and Adjudication return import; smart column-mapping + preview validation
    • Variance notes — captured as Content Block instances on affected Item Worksheets (not on Adjudication)
  • v0.13 — consistency pass (aligns with business-rules v0.9, domain-model v0.8, entity specs Item v0.4 / Resource v0.4 / Worksheet v0.4 / Recipe v0.2):
    • “Risk Breakdown” → “Risks” terminology corrected in Content Blocks list (§9) and v0.3 historical change log note
    • Verified BR IDs referenced in glossary cross-refs all exist in business-rules.md
    • Confirmed terminology consistency: Item statuses, Plug Rate vs Plugged, Flag vs Modifier, Adjudication 6-step workflow, rate-edit mechanisms
  • v0.12 — documented rate-edit mechanisms (business rules v0.9):
    • Worksheet Resource entry expanded with rate-edit mechanics: per-instance override (BR-047), bulk “Apply to this Estimate” (BR-048), fork to Project-Specific Price Book (BR-049), and cascade rule (BR-049a)
    • Anomaly Review Layer 1 checks augmented: bulk override inconsistency (Worksheet Resources in same Estimate using same Resource at different rates)

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