GFS BOL Lane: How It Works

flowchart TD
    subgraph S1["1. Intake · one door: bol@"]
        A1["One door: bol@<br/>other inboxes forward in;<br/>future Suitelet posts into bol@"]:::yellow
        A2["bol@ processing intake<br/>keeps BOL, Receiving, Shipping<br/>ignores spam and noise"]:::green
        A3["Attachments saved to Studio<br/>hourly check, weekdays"]:::green
        ALLOW{"PLANNED · Allowlisted sender?"}:::planned
        A1 --> A2 --> ALLOW
        ALLOW -->|"yes"| A3
        SUB["PLANNED · Dock Portal 2542 Submit tab (PIN)<br/>pick open PO/SO · phone photos (sheet + vendor BOL) · note<br/>same intake as bol@ · PO pre-linked"]:::planned
        SUB -->|"same intake · PO pre-linked · PIN = trusted sender"| A2
    end
    subgraph S2["2. Sort the ticket"]
        B1{"Shipped or Received?"}:::green
        B2["Clean up the order ref<br/>extra digits, vendor numbers"]:::green
        B3{"One order per email?"}:::yellow
        B1 -->|"PO = received · SO = shipped"| B2
        B2 --> B3
    end
    subgraph S3R["3. Receiving sheet RS-v2.1 loop · at the dock, then checked · NEW Oct 5 · dashed = PLANNED"]
        R1["PLANNED · 3.1 Print receiving sheet RS-v2.1<br/>at truck arrival · Dock Portal 2542 → Receiving<br/>2 QR codes + 4 corner markers"]:::planned
        R2["PLANNED · 3.2 Dock fills 5 numbered steps<br/>black tab = must fill<br/>any STOP tick forces HOLD"]:::planned
        R3["PLANNED · 3.3 Photo of sheet + vendor BOL<br/>emailed to bol@<br/>enters through step 1 intake (A1-A3)"]:::planned
        R4["3.4 QR + version check<br/>ArUco + QR corners find the page<br/>tested 12/12 · not live"]:::yellow
        R5["3.5 Reader + 2-engine agree<br/>qwen2.5vl VLM + Apple Vision<br/>94% auto · 0 wrong · synthetic"]:::yellow
        R6["PLANNED · 3.6 Sheet vs vendor BOL cross-check<br/>seal · BOL # · carrier · counts vs PO (from QR)<br/>clean → step 4 · else ONE gap task"]:::planned
        R7["3.7 Hold rules: 12 codes<br/>codes built in reader, lane rules planned<br/>H-BARCODE BLANK CONFLICT LOT COUNT SEAL<br/>TEMP SIG PHOTO CARRIER DECISION READ"]:::yellow
        R8["PLANNED · 3.8 Gap filler, never invent<br/>PO › vendor BOL OCR › email/voice ›<br/>Label Studio template › prior receipt"]:::planned
        R9["PLANNED · 3.9 Slack gap task<br/>one item per hold: vendor · PO · field<br/>hold code · owner · due · print ID"]:::planned
        R10["PLANNED · 3.10 Write-back: 3 doors, same IR fields<br/>re-photo · Dock Portal 2542 tablet twin · Slack reply<br/>audit trail · re-run all rules"]:::planned
        R1 --> R2 --> R3
        R4 --> R5 --> R6
        R4 -->|"H-BARCODE"| R7
        R5 -->|"H-READ"| R7
        REJ(["PLANNED · Rejected: load refused<br/>no IR · FS logged (2971)"]):::planned
        R7 -->|"REJECT decision"| REJ
        R6 -->|"any gap"| R7
        R7 -->|"try to fill"| R8
        R8 -->|"still blank"| R9
        R9 -->|"owner answers"| R10
        R10 -->|"re-run every rule"| R6
    end
    subgraph S3["4. Read the paper"]
        C1["Prefer PDF or clean scan<br/>over phone photo"]:::yellow
        C2["3 scanners read the BOL<br/>received: vendor BOL (sheet read in 3.5)<br/>shipped: our BOL + inspection sheet<br/>ref, SKU, qty, lot, expiry, temp"]:::yellow
        C3{"Do the readings agree?"}:::yellow
        C1 --> C2 --> C3
    end
    subgraph S4["5. Match in NetSuite"]
        D1["Find the PO if received<br/>or the SO if shipped"]:::green
        D2{"Heartland 4 or Quaker 18?"}:::green
        D3{"Qty matches the order?<br/>tolerance rule not set yet"}:::yellow
        D1 --> D2
        D2 -->|"Heartland 4 or Quaker 18 → continue"| D3
    end
    subgraph S5["6. Duplicate check"]
        E1{"Receipt or fulfillment exists,<br/>or same BOL # already posted?"}:::green
        E2["Compare only<br/>never create a duplicate"]:::green
        E3["Build the draft<br/>with lots and qty"]:::green
        E1 -->|"yes"| E2
        E1 -->|"no"| E3
        CLOSE(["Compare-ok · close<br/>no new Save"]):::green
        E2 -->|"matches"| CLOSE
    end
    subgraph S6["7. Save in NetSuite"]
        F1["Item Receipt if received"]:::locked
        F2["Item Fulfillment if shipped<br/>ship status still held"]:::locked
        F3["Read it back to confirm<br/>the Save really worked"]:::locked
        F1 --> F3
        R11["7 · Item Receipt with FS fields<br/>seal · temp · checks · BOL # · lots · decision<br/>fields 0% filled today · Save LOCKED"]:::locked
        F1 -.->|"received: carries the sheet fields"| R11
        F2 --> F3
        OUT["PLANNED · Outbound check + FS fields on IF<br/>temp · seal · trailer · lots<br/>sheet is receiving-only"]:::planned
        F2 -.->|"shipped: outbound checks"| OUT
    end
    subgraph S7["8. Dock log"]
        G1["Dock log: lane writes IR/IF dock fields<br/>plus Food Safety Log entry (2971)<br/>2970 retiring, replaced by lane"]:::locked
    end
    subgraph S8["9. Tell the right people"]
        H1["DRAFT · Done reply to whoever sent the BOL"]:::locked
        H2["DRAFT · Email food safety@<br/>(address unconfirmed)<br/>lots, expiry, temp, inspection,<br/>log entry"]:::newstep
        H3["DRAFT · Email Amanda, AP<br/>received: match vendor bill<br/>to the receipt"]:::newstep
        R12["PLANNED · 9 · Bill / Invoice copy-forward<br/>UE script: IR→Bill, IF→Invoice<br/>BOL # · carrier · trailer · seal"]:::planned
        H4["DRAFT · Email Amanda, AR<br/>shipped: draft email today<br/>(auto invoice is future / pending)"]:::newstep
    end
    subgraph S8b["10. After verified shipped fulfill (PENDING · not built)"]
        H5["PENDING · Auto invoice customer (AR)<br/>NOT BUILT — today Amanda gets a draft email only"]:::red
        H6["PENDING · If backorder, auto-close it<br/>NOT BUILT"]:::red
        H7["PENDING · Post a note to a Slack channel<br/>NOT BUILT — channel not chosen"]:::red
        H5 --> H6 --> H7
    end
    subgraph S8c["11. Collections (PENDING · not built)"]
        H8["PENDING · Collections with terms applied<br/>NOT BUILT"]:::red
        H9["PENDING · Dunning brackets (days past due)<br/>3, 5, 7, 10, 14, 21, 30,<br/>45, 60, 75, 90, 120<br/>NOT BUILT"]:::red
        H10["PENDING · Dunning letters +<br/>automated collections process<br/>NOT BUILT"]:::red
        H8 --> H9 --> H10
    end
    subgraph S9["Score · feedback · training"]
        SCORE["Score against gold / holdout<br/>public scores = engine-agree today"]:::yellow
        FB["Feedback from held gaps<br/>lot / expiry stay open"]:::yellow
        TRAIN["Training from tagged pages<br/>holdout scores the extractor"]:::yellow
        R13["PLANNED · Learning loop<br/>closed gaps + gold tags + new-vendor template<br/>20-page holdout gate"]:::planned
        GO["PLANNED · Go-live path<br/>1 sheet prints live, bot = zero-Save shadow<br/>2 unlock after clean weeks + holdout + bol@ allowlist"]:::planned
        CL["Claude post gated by score<br/>shadow until prove unlock"]:::red
    end
    subgraph S12["12. NetSuite fields + build list · NEW Oct 5-6"]
        AUD["NS dock field audit Oct 5, read-only<br/>24 FS fields + lot/expiry = 0% filled<br/>no BOL # field · carrier only from PO/SO"]:::green
        CC["PLANNED · Claude Code build list Oct 6<br/>BOL # field · received-by · copy-forward UE<br/>RS-v2.1 in recvXml · lane FS/lot writes · retire 2970 · dup BOL"]:::planned
        AUD -.->|"feeds"| CC
    end
    subgraph S13["13. Oct 7, 2026 changes · green = LIVE · dashed red = PENDING"]
      subgraph S13A["13a. Dock Portal v1.3 · LIVE"]
        V13["LIVE Oct 7 · Dock Portal v1.3<br/>shared 60 s board cache<br/>no embedded fonts → pages ~half size"]:::green
      end
      subgraph S13B["13b. v1.4 share sheet · LIVE"]
        V14["LIVE Oct 7 · v1.4 tap BOL / Receiving → sheet<br/>Open / Abrir · Print / Imprimir<br/>Text it / Enviar por texto"]:::green
        LNK["LIVE Oct 7 · Texted link<br/>opens ONE document only · signed with PIN hash<br/>stops at midnight New York time"]:::green
        KILL["LIVE Oct 7 · Kill switch<br/>SHARE_LINKS=0 turns texted links off"]:::green
      end
      subgraph S13C["13c. v1.4.1 fixes · LIVE"]
        PAL["LIVE Oct 7 · v1.4.1 · Past Due pallet math<br/>uses the line's cases-per-pallet<br/>freight lines excluded"]:::green
        DBL["LIVE Oct 7 · v1.4.1 · Double tap on Text it<br/>starts only ONE share"]:::green
        STALE["LIVE Oct 7 · v1.4.1 · Stale link<br/>tells the crew to refresh"]:::green
        ERR["LIVE Oct 7 · v1.4.1 · Error pages<br/>generic message on the public side"]:::green
        POP["LIVE Oct 7 · v1.4.1 · Blocked pop-up<br/>shows Allow pop-ups notice"]:::green
      end
      subgraph S13D["13d. Receiving sheet RS-v2.2 · LIVE (reader template pending)"]
        RS1["LIVE Oct 7 · RS-v2.2 sheet<br/>full item name + description<br/>taller rows"]:::green
        RS2["LIVE Oct 7 · QR tag RS-V2.2"]:::green
        RS3["LIVE Oct 7 · reader routes by QR tag<br/>PENDING: rs-v2.2 template needs a real reprint"]:::yellow
        RS4["LIVE Oct 7 · Units fix<br/>blank units print as 'units'<br/>non-case units totalled separately"]:::green
      end
      subgraph S13E["13e. BOL print fixes · LIVE"]
        BL1["LIVE Oct 7 · BOL fix<br/>one page for long orders"]:::green
        BL2["LIVE Oct 7 · BOL fix<br/>clean totals cell"]:::green
        BL3["LIVE Oct 7 · BOL fix<br/>a dash ( – ) instead of a false 0"]:::green
        BL4["LIVE Oct 7 · BOL fix<br/>MIXED LOAD temperature text"]:::green
      end
      subgraph S13F["13f. Security role 1266 · created, NOT switched on"]
        SEC0["DONE · GFS Dock Portal Runner role<br/>id 1266 created<br/>NOT yet switched on deploy 10593"]:::green
        SEC1["PENDING · Subsidiaries = All"]:::planned
        SEC2["PENDING · Other Addresses → View"]:::planned
        SEC3["PENDING · Baseline"]:::planned
        SEC4["PENDING · Switch deployment 10593 to role 1266"]:::planned
        SEC5["PENDING · Phone tests T1–T8"]:::planned
      end
      subgraph S13G["13g. Pending items · dashed = PENDING"]
        PD1["PENDING · PO12993 reprint for reader template"]:::planned
        PD2["PENDING · Real SO14501 BOL print"]:::planned
        PD3["PENDING · TEST truck submit"]:::planned
        PD4["PENDING · Dock Portal units patch (not deployed)"]:::planned
        DC1["PENDING · Data: 12 SOs with blank ship-from<br/>(incl. SO13952)"]:::planned
        DC2["PENDING · Data: 71 lines with no unit"]:::planned
        DC3["PENDING · Data: TT10401 classed Frozen"]:::planned
        DC4["PENDING · Data: garbled ½ text"]:::planned
      end
        V14 -->|"Text it"| LNK
        LNK -.->|"off switch"| KILL
        V14 --> DBL
        LNK -->|"expired / old"| STALE
        V14 -->|"Open / Print blocked"| POP
        LNK -->|"error"| ERR
        RS2 -->|"tag read"| RS3
        RS3 -.->|"needs real sheet"| PD1
        RS4 -.->|"portal side"| PD4
        BL1 -.->|"confirm on paper"| PD2
        SEC0 --> SEC1 --> SEC2 --> SEC3 --> SEC4 --> SEC5
        PAL -.->|"needs units"| DC2
    end
    R1 -.->|"Oct 7: now prints RS-v2.2"| RS1
    R4 -.->|"Oct 7: routes by tag"| RS3
    R1 -.->|"Oct 7: tap Receiving → share sheet"| V14
    V13 ~~~ V14
    N["Sent to Michael<br/>with the reason"]:::you
    A3 --> B1
    ALLOW -->|"no · unknown sender"| N
    B1 -->|"transfer / unclear"| N
    A1 <-.-|"this email"| R3
    B1 <-.-|"resolved → back into lane"| N
    B3 -->|"yes · received with sheet"| R4
    B3 -->|"yes · shipped / no sheet<br/>after go-live: received with no sheet → hold"| C1
    R6 -->|"clean"| C1
    R9 -.->|"no owner closes it"| N
    B3 -->|"slashed refs"| N
    C3 -->|"yes"| D1
    C3 -->|"no"| N
    D2 -->|"loc 17 / other loc / transfer"| N
    D3 -->|"off"| N
    D3 -->|"ok"| E1
    E2 -->|"differences"| N
    E3 -->|"received"| F1
    E3 -->|"shipped"| F2
    F3 --> G1
    G1 --> H1
    G1 --> H2
    G1 -->|"received"| H3
    G1 -->|"shipped"| H4
    H4 -->|"after verified IF · future"| H5
    H5 -->|"after invoice · future"| H8
    M["Monday history<br/>713 folders"]:::yellow -.->|"trains"| C2
    L["Gold tagged pages<br/>early — Label Studio"]:::yellow
    X["Multica takeover<br/>Claude runtime; NS not proven yet"]:::red -.->|"runs steps 5 to 9 later"| D1
    C3 -.->|"agree / disagree"| SCORE
    L -.->|"gold target"| SCORE
    L -.->|"tagged pages"| TRAIN
    TRAIN -.->|"trains extractor"| C2
    SCORE -.->|"fail → needs-you"| N
    SCORE -.->|"gate"| CL
    CL -.->|"unlocks first Save"| F1
    CL -.->|"unlocks first Save"| F2
    N -.->|"held gaps"| FB
    FB -.->|"close → write back"| SCORE
    FB -.->|"closed sheet gaps"| R13
    R13 -.->|"holdout gate"| GO
    GO -.->|"same gate"| CL
    H3 -.->|"planned"| R12
    H4 -.->|"planned"| R12
    H10 ~~~ AUD
    classDef green fill:#c8f7c5,stroke:#2e7d32,color:#000
    classDef yellow fill:#fff3b0,stroke:#b8860b,color:#000
    classDef red fill:#ffc9c9,stroke:#c62828,color:#000
    classDef locked fill:#e0e0e0,stroke:#616161,color:#000
    classDef you fill:#cfe2ff,stroke:#1565c0,color:#000
    classDef newstep fill:#e1c9ff,stroke:#6a1b9a,color:#000
    classDef planned fill:#fff5f5,stroke:#c62828,stroke-width:2px,stroke-dasharray:6 4,color:#000
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