Add example: taxonomy recommendations CSV

This commit is contained in:
2026-06-07 10:45:52 -05:00
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commit 486f65f624
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proposal_id,status,proposed_label,parent,reason,candidate_sources,notes
TAX-001,confirmed_existing,Clients/Resellers/Acme-Transit,Clients/Resellers,Base reseller label by participant domain,acme-transit.com,Domain presence in from/to/cc is enough — no subject qualifier needed
TAX-002,confirmed_existing,Clients/Resellers/Metro-Rail,Clients/Resellers,Base reseller label by participant domain,metro-rail.com,Domain presence in from/to/cc is enough
TAX-003,proposed_new,Finance/Purchase-Orders,Finance,PO/WO documents need their own label distinct from Sales/PO,Apps Script attachment scan,Use attachment filename pattern for classification
TAX-004,policy_note,participant-domain base labels,,Reseller/client labels should be additive,All reseller scans,"Even if Sales/Finance/Support applies, preserve reseller label"
TAX-005,policy_note,secondary work-type labels,,Sales/Finance/Support labels need tight keyword/attachment signals,All reseller scans,Do not use reseller domain alone for work-type labels
TAX-006,do_not_automate_yet,end-customer domains,,End-customer domains must not receive reseller label unless reseller participant exists,Manual review,"Flag with ! Rule Needed if pattern repeats — may need Studio flow for context evaluation"
1 proposal_id status proposed_label parent reason candidate_sources notes
2 TAX-001 confirmed_existing Clients/Resellers/Acme-Transit Clients/Resellers Base reseller label by participant domain acme-transit.com Domain presence in from/to/cc is enough — no subject qualifier needed
3 TAX-002 confirmed_existing Clients/Resellers/Metro-Rail Clients/Resellers Base reseller label by participant domain metro-rail.com Domain presence in from/to/cc is enough
4 TAX-003 proposed_new Finance/Purchase-Orders Finance PO/WO documents need their own label distinct from Sales/PO Apps Script attachment scan Use attachment filename pattern for classification
5 TAX-004 policy_note participant-domain base labels Reseller/client labels should be additive All reseller scans Even if Sales/Finance/Support applies, preserve reseller label
6 TAX-005 policy_note secondary work-type labels Sales/Finance/Support labels need tight keyword/attachment signals All reseller scans Do not use reseller domain alone for work-type labels
7 TAX-006 do_not_automate_yet end-customer domains End-customer domains must not receive reseller label unless reseller participant exists Manual review Flag with ! Rule Needed if pattern repeats — may need Studio flow for context evaluation