Events & Draft-vs-Post Matrix

Which automations may create drafts, which require approval, and which may never auto-post — the guardrails that keep LedgerOS from silently moving money.

LedgerOS UI Design Lab · Phase 5 blueprint — no backend is connected. Every endpoint, permission, and event listed here is a design contract, not a live API.

EventProducerConsumerDefault behavior

invoice.createdInvoice builder / Business Services HubCash Availability, Bonus engineDraft

invoice.sentInvoice moduleClient Portal, CollectionsPost (approved)

payment.receivedNavy Federal ingestAllocation engineDraft

allocation.proposedAllocation engineCash Availability, ApprovalsRecommendation

allocation.appliedApprovals / rulesGL, Cash AvailabilityApproval

expense.submittedExpense SubmitPolicy engine, MatchingDraft

expense.matchedMatching engineGL, Bill pay, Cash AvailabilityRecommendation

expense.anomalyAnomaly detectorApprovals, ExceptionsTask

subscription.review_neededSubscription trackerAutomation actionsTask

leakage.detectedLeakage engineRecovery workflow, Invoice draftRecommendation

leakage.verifiedReviewerInvoice draftsDraft

guardrail.violatedCash controlsApprovals, RoseApproval

guardrail.override_approvedRoseGuardrails, AuditPost (approved)

bonus.projectedBonus engineForecast, Bonus CenterRecommendation

bonus.approvedApprovalsPayrollApproval

journal.proposedGL engineAccountant approvalDraft

journal.postedAccountant / ruleGL, AuditPost (approved)

cash.transferManual onlyBank, GLNever auto

subscription.cancelledHuman action onlyVendor, GLNever auto

Draft-vs-post defaults

Automations start in the safest state. Escalations require an explicit rule change and a decision log entry.

Allocation suggestion from payment

Draft, requires reviewer

Invoice from service milestone

Draft, requires approver

Recurring invoice next cycle

Draft

Expense anomaly detected

Review task

Bonus calculation

Projected only

Reimbursable recovery

Invoice draft

Journal entry from rule

Requires approval

Cash transfer between accounts

Never automatic

Subscription cancellation

Human action required

Guardrail override

Rose approval, expiring

Vendor renegotiation

Action plan, no post

Client pricing exception

Requires dual approval