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A rule I expected isn't triggered ​

You're on the Interrogation tab; you expected to see (for example) DISC-010 (PPE) but the accordion does not list it.

What this means ​

The rule engine fires deterministically against the mapped TB keys. A conditional rule like DISC-010 has trigger_condition: "tb_contains_any(['ppe'])". If no TB row carries taxonomy_key = 'ppe', the rule does not fire.

Causes ​

  1. No TB row was mapped to the triggering key. The PPE rows in the source TB exist but were mapped to a different key.
  2. The TB has no PPE. Genuinely the entity has no PPE.
  3. A rule's trigger_condition does not match what you expected. The constitution is the source of truth.

Diagnose ​

Check the mapped keys:

sql
SELECT DISTINCT taxonomy_key FROM fs_trial_balance_items
  WHERE engagement_id = '<engagementId>' AND taxonomy_key IS NOT NULL
  ORDER BY taxonomy_key;

Check the rule:

bash
grep -A 5 '"rule_id": "DISC-010"' packages/financial-statements/constitution/disclosure_rules.json

The trigger_condition is canonical. Mandatory rules use always; conditionals use tb_contains_any([...]) (joinable by " OR ").

Fix ​

  • If the entity has PPE but no row was mapped to it: open Mapping; find the relevant row; override taxonomy_key to ppe. The Interrogation tab will refresh and surface DISC-010.
  • If the entity has no PPE: correct behaviour. The rule is not triggered. Move on.
  • If you believe the rule's trigger is wrong: the constitution is governed. File a PR to update the trigger with qualified-accountant sign-off.

Live evaluation ​

You can preview the gap list without saving anything:

http
GET /ops/financial-statements/engagements/<engagementId>/disclosures/gaps

This returns the triggered rules, sorted by priority. If a rule you expect is missing here, the underlying mapping state is the issue.

Internal use only — BreezyCorp