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Add a Rules setup section to the calculation guide, with a tip on expressing a decision tree as rules and Rules publish requirements. Cover the Tier Assignment Rules section, the Why list and incomplete inputs on the assessment page, and list Rules among the methods. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Pull Request Description
What and why?
Risk tier templates gain a third calculation method, Rules, where an ordered list of rules assigns the tier: the first rule that matches wins, and a default tier applies when none do. A rule's conditions can compare an inventory field or count the components scored at chosen levels, so a methodology that escalates on how many severe answers there are and where — and decision-tree or knock-out methodologies in general — can be expressed directly. The risk tiering guides only described Scorecard and Risk Matrix.
This adds a Set up a Rules template section to Configure risk tier calculation, with a tip on expressing a decision tree as rules and Rules items in the publish checklist. Manage risk tier assessments now covers the read-only Tier Assignment Rules section, the Why list under Calculated Tier, and that a tier is not calculated — and publishing is unavailable — until required inputs are complete. The method lists in Working with risk tiering and Manage risk tier templates include Rules.
How to test
Automated tests
From the repository root, render each changed page:
Expected: all four pages render. The only warning,
Unable to resolve link target: validmind/validmind.qmd, comes from site navigation and appears on unchanged pages too.Manual testing
site/_site/guide/risk-tiering/configure-risk-tier-calculation.htmland check the new Set up a Rules template section, its links to the Scorecard steps and to Supported field types and operators, and the Rules only checklist.site/_site/guide/risk-tiering/manage-risk-tier-assessments.htmland check Tier Assignment Rules, Calculated Tier and Publish an assessment.Preview of each changed page:
What needs special review?
Dependencies, breaking changes, and deployment notes
Documents ValidMind/backend#3535 and ValidMind/frontend#2843; merge after both. No breaking changes.
Release notes
Risk tier templates have a new Rules calculation method, suited to decision-tree and knock-out methodologies. Define an ordered list of rules — for example, "more than 4 critical answers, or a critical answer in Consumer Impact and in Fairness" — and the first rule that matches sets the tier, with a default when none do. Each assessment shows which rule set the tier and why. Learn more about Rules templates
Checklist