--- id: CAP-ACC-BAT-012 title: Inspect posting readiness before submission feature: FEAT-ACC-BAT-03 product_area: accounting module: batches revision: 1 status: draft product_intent: proposed implementation_evidence: observed supersedes: - inventory CAP-ACC-BAT-009 - inventory RUL-ACC-BAT-026 source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: [] purpose: Staff inspect the problems preview can detect before asking for a posting. outcomes: - Readers receive generation problems while recognizing that execution applies additional safeguards. concepts: - CON-ACC-BAT-003 actors: - ACT-ACC-012 - ACT-ACC-007 surfaces: - console - api permissions: - key: accounting.batch-postings.preview where_checked: api scope: tenant rules: - id: BR-CAP-ACC-BAT-012-01 proved_by: [ATS-ACC-BAT-012-01, TST-ACC-BAT-057, TST-ACC-BAT-124] statement: Preview requires its own read permission, available to readers and auditors. kind: permission enforced_at: - api must_prove: true provenance: test source: services-accounting:modules/batches/tests/e2e/batch-postings.e2e.spec.js#refuses a preview without the preview permission, 403 origin: none - id: BR-CAP-ACC-BAT-012-02 proved_by: [ATS-ACC-BAT-012-01, ATS-ACC-BAT-012-06, TST-ACC-BAT-057, TST-ACC-BAT-124] statement: A preview request must identify between one and one hundred batches. kind: validation enforced_at: - api must_prove: true provenance: test source: services-accounting:modules/batches/tests/e2e/batch-postings.e2e.spec.js#refuses a preview that names no batch, 400 origin: none - id: BR-CAP-ACC-BAT-012-03 proved_by: [ATS-ACC-BAT-012-02, ATS-ACC-BAT-012-05, ATS-ACC-BAT-014-08] statement: Preview identifies missing, already posted, system and non-open-period batches plus generation failures such as missing accounts, stored rates or document dependencies, without applying every state and lock guard. kind: validation enforced_at: - service must_prove: true provenance: observed source: services-accounting:modules/batches/services/engine/preview-batches.ts:previewBatchPostings origin: none - id: BR-CAP-ACC-BAT-012-04 proved_by: [ATS-ACC-BAT-012-02] statement: Posted and Downloaded batches receive the already-posted explanation ahead of any other preview explanation. kind: validation enforced_at: - service must_prove: true provenance: test source: services-accounting:modules/batches/tests/unit/rules/batch-posting-preview-rules.spec.js#says already posted, whatever other reason it has, for a posted batch origin: none - id: BR-CAP-ACC-BAT-012-05 proved_by: [] statement: Preview gathers invoice products and identifies those without financial configuration. kind: calculation enforced_at: - service must_prove: false provenance: test source: services-accounting:modules/batches/tests/integration/services/posting/rebuilt-documents.integration.spec.js#names the products of its invoices, and the late fee as the product without a financial configuration origin: none - id: BR-CAP-ACC-BAT-012-06 proved_by: [ATS-ACC-BAT-012-03, ATS-ACC-BAT-012-04, ATS-ACC-BAT-013-21] statement: Preview mutates no batch or ledger record but holds shared fiscal-period locks until its read transaction finishes. kind: invariant enforced_at: - service must_prove: true provenance: observed source: services-accounting:modules/batches/services/engine/preview-batches.ts:periodProblemOf; services-accounting:modules/batches/services/persistence/posting-periods.ts:lockPostingPeriodForDate origin: none - id: BR-CAP-ACC-BAT-012-07 proved_by: [] statement: An otherwise eligible Error batch appears in the posting candidates with its previous error messages. kind: validation enforced_at: - service must_prove: false provenance: test source: services-accounting:modules/batches/tests/unit/rules/batch-repost-rules.spec.js#lists it to post with its previous errors, not as ineligible origin: none scenarios: - id: SC-CAP-ACC-BAT-012-01 given: An invoice needs revenue accounting missing from both product and unit. when: Staff request a posting preview. then: The result reports the same missing-account cause as posting generation. provenance: test source: services-accounting:modules/batches/tests/integration/services/posting/gl-resolution-at-posting.integration.spec.js#names the same reason in the preview - id: SC-CAP-ACC-BAT-012-02 given: Preview finds no blocking issue for the receivables batch. when: Staff open its page. then: The documented readiness message reports that the preview found no blocker. provenance: documented source: services-accounting:docs/milestones/walkthroughs/ACCT-M3-handoff.md#Start here (step 2) edge_cases: [] constraints: - The posting task function supplies preview using the generation logic. depends_on: [] related: - CAP-ACC-BAT-013 - CAP-ACC-BAT-014 journeys: - JNY-ACC-BAT-001 - JNY-ACC-BAT-004 open_questions: [] evidence: - 'Pinned services-accounting (f47cb263), examined sources: aws/api/batch-postings.routes.ts (previewBatchPostings), services/preview/batch-posting-preview.ts, services/engine/preview-batches.ts, services/rules/batch-posting-rules.ts; tests e2e/batch-postings.e2e.spec.js, unit/rules/batch-posting-preview-rules.spec.js, unit/rules/batch-repost-rules.spec.js, unit/jobs/submission-execution-split.spec.js, integration/services/posting/gl-resolution-at-posting.integration.spec.js, rebuilt-documents.integration.spec.js, foreign-currency-invoice.integration.spec.js.' - 'Pinned react-console (baf6dae3), examined sources: components/accounting/batches/batch-validation-card.tsx, batch-posting-readiness.tsx; journeys ACT-ACC-0521, 0546.' controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-DAT-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003] exercised_by: [FAS-ACC-BAT-03-01, FAS-ACC-BAT-03-02, FAS-ACC-BAT-03-04] suites: [TST-ACC-BAT-057, TST-ACC-BAT-124] --- # Inspect posting readiness before submission ## Purpose Staff inspect the problems preview can detect before asking for a posting. ## How It Works Staff request validation from the batch page before posting. The task function runs the posting generation logic as a preview. It returns the batches and configuration problems found by the checks it performs. The console presents those explanations alongside readiness information. Preview creates no accounting records, although its fiscal-period read can hold a shared lock. Passing preview still leaves status and lock checks for the posting itself. ## Relationships - Related outcome: Run and monitor a batch posting job, which addresses the connected batch work. - Related outcome: Resolve posting accounts and retain their snapshots, which addresses the connected batch work.