Strategic Decision Logic (The "Operator's Brain")

0. Objective

To codify the non-deterministic preferences, heuristic rules, and strategic patterns used by the CEO to maintain MDL's competitive advantage in high-tech broadcast logistics.

1. Logistics Selection Heuristics (Which Carrier?)

Automation follows these logic gates for carrier selection:

IF (Shipment == "Blind") {
    DEFAULT = "TotalShip (NoviShip API)";
    REASON = "Requires scan-swap-ship at Kirkland/Omemee hub.";
} ELSE IF (Destination == "Quebec") {
    PREFERRED = "UPS Worldwide Saver";
    REASON = "Brokerage is often inclusive; specialized Haivision routing.";
} ELSE IF (Destination == "USA" AND Item_Value > $5000) {
    PREFERRED = "FedEx International Priority";
    REASON = "Superior high-value tracking and customs clearance fidelity.";
} ELSE {
    DEFAULT = "UPS Worldwide Expedited";
}

2. Customer Relationship & Financial Heuristics

2.1 The "Net 30" Hard-Line

Rule: MDL does NOT extend Net 30 to first-time customers or projects under $1,000.
Action: Switch QBO Payment Terms to Due on Receipt or Credit Card manually if the AI defaults to Net 30 for a new entity.

2.2 The "HST/GST" Gap

Pattern: Customers often leave Tax/Shipping off their PO.
Logic: MDL SOP is to NEVER absorb these costs.
Correction: Always overwrite the QBO Invoice to include taxes based on the shipping address province, even if the Customer PO is "Tax Exempt" (unless a valid Exemption Certificate is on file in the OneDrive/Admin/Certificates folder).

3. AI Trust & Orchestration Levels

How much "Attention" does the operator need to pay?

Process	Trust Level	Validation Rule
Email Triage	95%	Check `backbone WORK_ITEMS` daily for any 'unassigned'.
Quote Extraction	80%	MANDATORY: Human must verify the "Vendor Selection" and "Margin %" before sending.
Bill Ingestion	98%	Only check bills where `Total Variance > $0.05`.
Lead Enrichment	70%	High hallucination risk. Verify phone numbers before calling.

4. Vendor Negotiation Patterns

Sencore/Haivision: High-volume hardware. If a project is > $50k, email the primary contact directly to request a "Project Registration" discount.
COM-TECH: Passive filters. Always add a 2-week buffer to their quoted lead time when communicating with the customer.
Norsat: Satellite components. Verify frequency ranges (L-Band/C-Band) twice; errors here are non-returnable.

5. Dispute Logic (Government Agency Fees)

MDL generates a "Hard Dispute" whenever a carrier charges a Disbursement Fee on an RPP-bonded shipment.

Logic: If (Bill contains "Disbursement") AND (Importer == "MDL") -> AUTO DISPUTE.
Dispute Template ID: 69970b21659fcd3

6. Strategic Growth Priorities (Roadmap Intelligence)

If you have surplus dev time, prioritize in this order: 1. Direct API Integration for COM-TECH (currently manual). 2. Visual Dashboarding for Landed Cost Variances (Backbone -> Evidence.dev). 3. Autonomous CRM Sync: Linking Outlook threads to HubSpot deals automatically.

7. Versioning & Evolution

This logic is updated whenever a "Session Summary" identifies a recurring human correction. Each version number (vX.X) corresponds to a major alignment in the Automation Backbone logic.