Business rules & logic

A consolidated reference to the rules, validations, and calculation logic that govern the gateway. Useful for blueprint discussions.

A user needs an assistant role and the Assistant Access flag enabled.
Tools run under the user's own permissions. The assistant never escalates access.
A tool is available only if its pack is on, the tool is enabled, and the user's role is allowed.
The read-only query tool and the analysis sandbox are restricted to administrators or trusted roles.

Required fields must be provided, or creation fails with a clear message.
Unique fields reject duplicates.
Submittable documents are created as drafts unless submission is explicitly requested.
Submitted documents cannot be edited directly. They move through approval actions instead.
Calculated and read-only fields cannot be set by hand; the system computes them.
Records with links to other records cannot be deleted unless forced, and submitted records must be cancelled before deletion.

The assistant runs your existing reports; it does not compute figures independently.
Totals, margins, ageing, and stock values come from the system's own report logic.
An empty result signals incorrect filters, prompting the assistant to re-check requirements.
Heavy reports run in the background with a sensible wait, and completed results are reused.

The read-only query tool accepts only reads, blocks multiple statements, and caps rows.
The analysis sandbox blocks data changes, file access, network access, and charting.
Code execution is bounded by time, memory, and processor limits set in Settings.