--- id: ATS-ACC-BKS-014 scope: CAP-ACC-BKS-014 product_area: accounting module: books revision: 2 status: proposed approved_by: null approved_at: null source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f scenarios: - id: ATS-ACC-BKS-014-01 title: Preserve template kind level: api proves: - BR-CAP-ACC-BKS-014-01 - INV-DOM-ACC-BKS-004-01 preconditions: An invoice template exists. steps: Replace its kind and create an unknown kind. expected: Both invalid-kind attempts fail. negative: true data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-052 - TST-ACC-BKS-066 provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to a change of kind, which is write-once category: invariant binding_evidence: - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to a change of kind, which is write-once - >- services-accounting:modules/books/tests/integration/db/document-templates.table.integration.spec.js#refuses a kind that is not one of the five - id: ATS-ACC-BKS-014-02 title: Refuse invalid source text level: api proves: - BR-CAP-ACC-BKS-014-02 - INV-DOM-ACC-BKS-004-02 preconditions: No saved template is required. steps: 'Submit Handlebars, malformed Liquid and unknown fields or filters.' expected: Validation identifies field and position and saves no invalid template. negative: true data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-052 - TST-ACC-BKS-167 provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 with the renderer’s sentence for Handlebars pasted into the body category: validation binding_evidence: - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 with the renderer’s sentence for Handlebars pasted into the body - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 naming the line and column of Liquid that cannot be read - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 for a variable the kind does not provide, where it is read - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 for a filter Accounting does not have - >- services-accounting:modules/books/tests/unit/document-templates/template-sources.spec.js#refuses a save with every problem’s field and sentence, positions included - id: ATS-ACC-BKS-014-03 title: Validate e-mail and download parts level: api proves: - BR-CAP-ACC-BKS-014-03 - INV-DOM-ACC-BKS-004-03 preconditions: No saved template is required. steps: >- Submit missing statement e-mail, incomplete e-mail, download e-mail, missing download format and an invalid reply-to. expected: Every incompatible template is refused. negative: true data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-066 - TST-ACC-BKS-052 provenance: test source: >- services-accounting:modules/books/tests/integration/db/document-templates.table.integration.spec.js#refuses a statement without its e-mail (Rhythm 1.0’s V6) category: validation binding_evidence: - >- services-accounting:modules/books/tests/integration/db/document-templates.table.integration.spec.js#refuses a statement without its e-mail (Rhythm 1.0’s V6) - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 naming the e-mail body for a subject without one - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to an e-mail on a batch download - >- services-accounting:modules/books/tests/integration/db/document-templates.table.integration.spec.js#refuses a batch download without its output format - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 naming the reply-to address when it is not an address - id: ATS-ACC-BKS-014-04 title: Choose statement recipients consistently level: api proves: - BR-CAP-ACC-BKS-014-04 preconditions: Recipient roles are available. steps: >- Save default recipients, role recipients and all-contacts mode carrying roles. expected: >- Default and role selections persist; conflicting all-contact roles are refused. negative: false data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-052 provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#sends a statement to all contacts when send_to is not stated category: rule binding_evidence: - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#sends a statement to all contacts when send_to is not stated - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#keeps a statement’s contact roles when it sends to contact roles - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to contact roles a statement does not send to - id: ATS-ACC-BKS-014-05 title: Copy protected built-ins safely level: api proves: - BR-CAP-ACC-BKS-014-05 - BR-CAP-ACC-BKS-014-06 - INV-DOM-ACC-BKS-004-04 preconditions: Built-in content is available. steps: >- Replace, delete and duplicate the invoice built-in and reuse its identity for a customer template. expected: >- Mutations and identity reuse fail; duplication creates an active complete copy. negative: true data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-052 - TST-ACC-BKS-163 provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to a replacement of a built-in category: transition binding_evidence: - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to a replacement of a built-in - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to deleting a built-in - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to an id a built-in owns - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#copies a built-in into a new, active tenant template with the built-in’s content - >- services-accounting:modules/books/tests/unit/document-templates/built-ins.golden.spec.js#renders thirty golden files: four documents, three e-mails, five downloads at three levels with their file names - id: ATS-ACC-BKS-014-06 title: Preview draft output without saving level: api proves: - BR-CAP-ACC-BKS-014-07 preconditions: Unsaved invoice and download sources include a bad variable. steps: Preview both kinds. expected: >- Sample rendering uses suitable escaping, identifies empty values and problems and preserves unaffected output. negative: false data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-052 provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#renders an invoice body and its e-mail with the sample invoice, escaping it as HTML category: edge binding_evidence: - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#renders an invoice body and its e-mail with the sample invoice, escaping it as HTML - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#names the merge fields that rendered empty - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers an unknown variable with where it is read, and still renders the other parts - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#renders a batch download and its file name at the detail level asked for, unescaped - id: ATS-ACC-BKS-014-07 title: Prepare a chapter’s invoice content level: browser proves: - AS-JNY-ACC-BKS-004-01 - AS-JNY-ACC-BKS-004-02 preconditions: The chapter has a business unit. steps: Copy and edit its invoice template through the journey. expected: >- Invalid content cannot save; corrected content is available for the unit’s selection. negative: false data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-020 provenance: test source: >- react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026 category: interaction binding_evidence: - >- react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026 - id: ATS-ACC-BKS-014-08 title: Exercise the grants for prepare accounting document and export templates category: permission level: api proves: - BR-CAP-ACC-BKS-016-01 preconditions: >- An application-authorized reader and administrator share the run-owned setup. A third principal lacks the relevant resource grant. steps: >- Read the relevant configuration as the reader, attempt each supported mutation, then repeat with the matching administrator grants. Repeat the reads without their resource grants. expected: >- The permission outcomes match the cited authorization rule, and refused mutations leave every configured value unchanged. negative: true data_needs: >- Run-owned records for the stated setup; retain the initial values for comparison. bound_to: [] provenance: proposed source: >- services-accounting:modules/books/tests/e2e/configuration-security.e2e.spec.js#is refused the create 403 permission_missing permissions_exercised: - accounting.document-templates.read - accounting.document-templates.create - accounting.document-templates.update - accounting.document-templates.delete binding_evidence: [] supporting_tests: - >- services-accounting:modules/books/tests/e2e/document-templates-security.e2e.spec.js#is refused the template create 403 permission_missing - id: ATS-ACC-BKS-014-09 title: Reactivate and remove unused customer content category: transition level: api proves: - BR-CAP-ACC-BKS-014-01 - BR-CAP-ACC-BKS-014-06 - BR-CAP-ACC-BKS-015-05 - INV-DOM-ACC-BKS-004-05 preconditions: >- An administrator has valid unassigned content and two unused customer identities. steps: >- Create inactive content, reactivate it and deactivate it again. Create an active copy and remove it while unused. Remove the inactive original and read both identities. expected: >- The lifecycle accepts each eligible transition and neither removed identity reads back as stored content. negative: false data_needs: >- Run-owned records for the stated setup; retain the initial values for comparison. bound_to: [] provenance: proposed source: >- specs/accounting/books/design/state-models/STATE-ACC-BKS-003-document-template-lifecycle.md:transitions state_model: STATE-ACC-BKS-003 transitions: - - absent - inactive - - inactive - active - - active - inactive - - active - deleted - - inactive - deleted binding_evidence: [] - id: ATS-ACC-BKS-014-10 title: Statement role-count endpoints category: boundary level: api proves: - BR-CAP-ACC-BKS-014-04 preconditions: >- An isolated workspace has records needed for both eligible and ineligible examples. steps: >- Save a role-recipient statement with one and fifty roles, then zero and fifty-one roles. expected: >- Eligible role collections persist and out-of-range collections leave the saved content unchanged. negative: true data_needs: >- Run-owned records for the stated setup; retain the initial values for comparison. bound_to: [] provenance: proposed source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#sends a statement to all contacts when send_to is not stated binding_evidence: [] - id: ATS-ACC-BKS-014-11 title: Refuse the second replacement of a shared read version category: concurrency level: api proves: - BR-CAP-ACC-BKS-016-05 preconditions: >- Two administrators read the same version of the relevant mutable record. Each prepares a different otherwise valid replacement. steps: >- Release both replacement requests from a barrier. Read the record again and retry the losing payload at its original version. expected: >- One replacement commits, the other is stale, and repeating the stale request preserves the winning values. negative: true data_needs: >- Run-owned records for the stated setup; retain the initial values for comparison. bound_to: [] provenance: proposed source: >- services-accounting:modules/books/tests/e2e/payment-terms.e2e.spec.js#answers 400 naming is_active to a replacement that leaves it out interaction_with: - CAP-ACC-BKS-016 binding_evidence: [] - id: ATS-ACC-BKS-014-12 title: Prepared content stays protected while selected category: interaction level: browser proves: - BR-CAP-ACC-BKS-014-06 - BR-CAP-ACC-BKS-015-05 preconditions: >- Run-owned records satisfy the preconditions of the referenced capability proofs. steps: >- Copy and edit an invoice template, assign it to a unit, try deleting and deactivating it, clear the choice and delete it. expected: >- Selected content survives both refusals and becomes removable after release. negative: false data_needs: >- Run-owned records for the stated setup; retain the initial values for comparison. bound_to: - TST-ACC-BKS-020 provenance: test source: - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#copies a built-in into a new, active tenant template with the built-in’s content - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to deleting the business unit’s template, naming the unit exercises: - CAP-ACC-BKS-014 - CAP-ACC-BKS-015 workflows: - WF-ACC-BKS-007 binding_evidence: - >- react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026 evidence: - >- Verified source file: react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts - >- Verified source file: services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js - >- Verified source file: services-accounting:modules/books/tests/integration/db/document-templates.table.integration.spec.js - >- Verified source file: services-accounting:modules/books/tests/unit/document-templates/built-ins.golden.spec.js - >- Verified source file: services-accounting:modules/books/tests/unit/document-templates/template-sources.spec.js product_intent: proposed state_transition_coverage: - state_model: STATE-ACC-BKS-003 from: absent to: active trigger: Create active content or make a copy provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#copies a built-in into a new, active tenant template with the built-in’s content scenarios: - ATS-ACC-BKS-014-05 - state_model: STATE-ACC-BKS-003 from: built-in to: active trigger: Copy built-in content provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#copies a built-in into a new, active tenant template with the built-in’s content scenarios: - ATS-ACC-BKS-014-05 - state_model: STATE-ACC-BKS-003 from: active to: in use trigger: Select the template provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to a business unit naming an inactive template scenarios: - ATS-ACC-BKS-015-04 - state_model: STATE-ACC-BKS-003 from: in use to: active trigger: Release every configuration selection provenance: test source: >- services-accounting:modules/books/tests/integration/services/persistence/document-templates.integration.spec.js#returns a unit to the built-in when a replacement leaves its reference out scenarios: - ATS-ACC-BKS-015-06 - state_model: STATE-ACC-BKS-003 from: active to: inactive trigger: Deactivate unused content provenance: observed source: >- services-accounting:modules/books/db/document-templates.table.ts:document_templates_reference_guard_trigger scenarios: - ATS-ACC-BKS-014-09 - state_model: STATE-ACC-BKS-003 from: inactive to: active trigger: Reactivate content provenance: observed source: >- services-accounting:modules/books/services/persistence/document-templates.ts scenarios: - ATS-ACC-BKS-014-09 - state_model: STATE-ACC-BKS-003 from: active to: deleted trigger: Delete unused active content provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to deleting the business unit’s template, naming the unit scenarios: - ATS-ACC-BKS-014-09 - ATS-ACC-BKS-015-07 - state_model: STATE-ACC-BKS-003 from: inactive to: deleted trigger: Delete inactive content provenance: observed source: >- services-accounting:modules/books/services/persistence/document-templates.ts scenarios: - ATS-ACC-BKS-014-09 - state_model: STATE-ACC-BKS-003 from: absent to: inactive trigger: Create inactive content provenance: observed source: >- services-accounting:modules/books/services/persistence/document-templates.ts:createDocumentTemplate scenarios: - ATS-ACC-BKS-014-09 coverage: rule: covered transition: covered validation: covered permission: covered edge: covered failure: 'gap: FND-ACC-BKS-075' boundary: covered concurrency: covered invariant: covered interaction: covered coverage_notes: rule: scenarios: - ATS-ACC-BKS-014-04 provenance: documented source: - ATS-ACC-BKS-014-04 transition: scenarios: - ATS-ACC-BKS-014-05 - ATS-ACC-BKS-014-09 provenance: documented source: - ATS-ACC-BKS-014-05 - ATS-ACC-BKS-014-09 validation: scenarios: - ATS-ACC-BKS-014-02 - ATS-ACC-BKS-014-03 provenance: documented source: - ATS-ACC-BKS-014-02 - ATS-ACC-BKS-014-03 permission: scenarios: - ATS-ACC-BKS-014-08 provenance: documented source: - ATS-ACC-BKS-014-08 edge: scenarios: - ATS-ACC-BKS-014-06 provenance: documented source: - ATS-ACC-BKS-014-06 failure: scenarios: [] provenance: unknown source: FND-ACC-BKS-075 reason: >- No scenario isolates this category for the capability at the pinned revision. gap: FND-ACC-BKS-075 boundary: scenarios: - ATS-ACC-BKS-014-10 provenance: documented source: - ATS-ACC-BKS-014-10 concurrency: scenarios: - ATS-ACC-BKS-014-11 provenance: documented source: - ATS-ACC-BKS-014-11 invariant: scenarios: - ATS-ACC-BKS-014-01 provenance: documented source: - ATS-ACC-BKS-014-01 interaction: scenarios: - ATS-ACC-BKS-014-07 - ATS-ACC-BKS-014-12 provenance: documented source: - ATS-ACC-BKS-014-07 - ATS-ACC-BKS-014-12 rule_coverage: - rule: BR-CAP-ACC-BKS-014-01 scenarios: - ATS-ACC-BKS-014-01 - ATS-ACC-BKS-014-09 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to a change of kind, which is write-once - rule: BR-CAP-ACC-BKS-014-02 scenarios: - ATS-ACC-BKS-014-02 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 naming the line and column of Liquid that cannot be read - rule: BR-CAP-ACC-BKS-014-03 scenarios: - ATS-ACC-BKS-014-03 provenance: documented source: >- services-accounting:modules/books/tests/integration/db/document-templates.table.integration.spec.js#refuses a statement without its e-mail (Rhythm 1.0’s V6) - rule: BR-CAP-ACC-BKS-014-04 scenarios: - ATS-ACC-BKS-014-04 - ATS-ACC-BKS-014-10 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#sends a statement to all contacts when send_to is not stated - rule: BR-CAP-ACC-BKS-014-05 scenarios: - ATS-ACC-BKS-014-05 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to a replacement of a built-in - rule: BR-CAP-ACC-BKS-014-06 scenarios: - ATS-ACC-BKS-014-05 - ATS-ACC-BKS-014-09 - ATS-ACC-BKS-014-12 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#copies a built-in into a new, active tenant template with the built-in’s content - rule: BR-CAP-ACC-BKS-014-07 scenarios: - ATS-ACC-BKS-014-06 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#names the merge fields that rendered empty related_coverage: - capability: CAP-ACC-BKS-015 scenarios: - ATS-ACC-BKS-014-12 provenance: documented source: >- specs/accounting/books/planning/capabilities/CAP-ACC-BKS-014-design-the-invoices-receipts-statements-and-exports-rhythm.md workflow_coverage: - workflow: WF-ACC-BKS-007 interactions: - ATS-ACC-BKS-014-12 provenance: documented source: >- specs/accounting/books/design/workflows/WF-ACC-BKS-007-resolve-and-render-a-documents-template.md gap: FND-ACC-BKS-075 coverage_interpretation: >- Covered means a specified scenario exists. Proposed scenarios and registered bindings do not establish a passed run or verified conformance. invariant_coverage: - invariant: INV-DOM-ACC-BKS-004-01 scenarios: - ATS-ACC-BKS-014-01 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to a change of kind, which is write-once - invariant: INV-DOM-ACC-BKS-004-02 scenarios: - ATS-ACC-BKS-014-02 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 naming the line and column of Liquid that cannot be read - invariant: INV-DOM-ACC-BKS-004-03 scenarios: - ATS-ACC-BKS-014-03 provenance: documented source: >- services-accounting:modules/books/tests/integration/db/document-templates.table.integration.spec.js#refuses a statement without its e-mail (Rhythm 1.0’s V6) - invariant: INV-DOM-ACC-BKS-004-04 scenarios: - ATS-ACC-BKS-014-05 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to a replacement of a built-in - invariant: INV-DOM-ACC-BKS-004-05 scenarios: - ATS-ACC-BKS-014-09 - ATS-ACC-BKS-015-05 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to deleting the business unit’s template, naming the unit - invariant: INV-DOM-ACC-BKS-004-06 scenarios: - ATS-ACC-BKS-015-02 provenance: documented source: >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses an inactive template named explicitly, in Rhythm 1.0’s words permission_coverage: - key: accounting.document-templates.read where_checked: api scenarios: - ATS-ACC-BKS-014-08 provenance: documented source: >- specs/accounting/books/planning/capabilities/CAP-ACC-BKS-014-design-the-invoices-receipts-statements-and-exports-rhythm.md execution_gap: FND-ACC-BKS-075 - key: accounting.document-templates.create where_checked: api scenarios: - ATS-ACC-BKS-014-08 provenance: documented source: >- specs/accounting/books/planning/capabilities/CAP-ACC-BKS-014-design-the-invoices-receipts-statements-and-exports-rhythm.md execution_gap: FND-ACC-BKS-075 - key: accounting.document-templates.update where_checked: api scenarios: - ATS-ACC-BKS-014-08 provenance: documented source: >- specs/accounting/books/planning/capabilities/CAP-ACC-BKS-014-design-the-invoices-receipts-statements-and-exports-rhythm.md execution_gap: FND-ACC-BKS-075 - key: accounting.document-templates.delete where_checked: api scenarios: - ATS-ACC-BKS-014-08 provenance: documented source: >- specs/accounting/books/planning/capabilities/CAP-ACC-BKS-014-design-the-invoices-receipts-statements-and-exports-rhythm.md execution_gap: FND-ACC-BKS-075 reviewed_at: '2026-10-23' --- # Prepare Accounting document and export templates: Capability Test Specification ## Coverage - Preserve template kind. - Refuse invalid source text. - Validate e-mail and download parts. - Choose statement recipients consistently. - Copy protected built-ins safely. - Copy protected built-ins safely. - Preview draft output without saving. The structured coverage map distinguishes specified examples from remaining findings. Proposed examples require executable proof before qualification. ## Interactions With Related Capabilities - Prepare a chapter’s invoice content. - Prepared content stays protected while selected. Related-capability and workflow references identify the seams each scenario exercises. The lifecycle coverage record retains transitions that still need individual proof. ## Binding Review The pinned service and browser assertions support the registered bindings. Original test references remain beside each scenario so partial evidence and unresolved conformance remain reviewable.