--- id: ATS-ACC-BKS-015 scope: CAP-ACC-BKS-015 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-015-01 title: Resolve explicit and configured choices level: unit proves: - BR-CAP-ACC-BKS-015-01 preconditions: Unit templates and a workspace statement default exist. steps: 'Resolve every kind with explicit, configured and empty choices.' expected: 'Resolution follows the explicit, configured and applicable built-in order.' negative: false data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-165 provenance: test source: >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#uses the tenant template named, over the business unit’s category: rule binding_evidence: - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#uses the tenant template named, over the business unit’s - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#uses the unit’s invoice template - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#uses the tenant’s default statement template from the settings - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#uses the built-in invoice when nothing else is configured - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#uses the QuickBooks format for a QuickBooks unit - id: ATS-ACC-BKS-015-02 title: Reject unusable explicit choices level: unit proves: - BR-CAP-ACC-BKS-015-02 - BR-CAP-ACC-BKS-015-06 - INV-DOM-ACC-BKS-004-06 preconditions: 'Missing, inactive and wrong-kind templates are supplied.' steps: Resolve them explicitly and resolve an inactive configured fallback. expected: >- Explicit failures are refused; the inactive fallback is passed over for built-in content. negative: true data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-165 provenance: test source: >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses an inactive template named explicitly, in Rhythm 1.0’s words category: failure binding_evidence: - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses an inactive template named explicitly, in Rhythm 1.0’s words - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses a tenant template of another kind - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses a template the tenant does not have - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses an inactive statement template named explicitly, which Rhythm 1.0 rendered - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#passes over an inactive template the unit names, to the built-in - id: ATS-ACC-BKS-015-03 title: Require a usable download format level: unit proves: - BR-CAP-ACC-BKS-015-03 preconditions: QuickBooks Online and Other units have no download template. steps: Resolve their downloads and a download with no unit. expected: Each unresolved-format request fails. negative: true data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-165 provenance: test source: >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses a download for a QuickBooks Online unit, whose entries Rhythm 1.0 pushed through its API category: failure binding_evidence: - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses a download for a QuickBooks Online unit, whose entries Rhythm 1.0 pushed through its API - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses a download for a unit whose package has no format and no template (Rhythm 1.0’s V19) - >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses a download resolved without a business unit - id: ATS-ACC-BKS-015-04 title: Validate stored selections level: api proves: - BR-CAP-ACC-BKS-015-04 - INV-DOM-ACC-BKS-001-07 preconditions: >- Templates include different kinds, inactive records, a foreign-workspace record and built-ins. steps: Choose them for unit documents and the statement default. expected: >- Only matching active local customer templates are accepted, with invalid fields identified. negative: true data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-052 - TST-ACC-BKS-051 provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to a business unit naming a template of another kind category: validation binding_evidence: - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to a business unit naming a template of another kind - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to a business unit naming an inactive template - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to a business unit naming a built-in, which null already means - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to settings naming a template that is not a statement - >- services-accounting:modules/books/tests/e2e/document-templates-security.e2e.spec.js#answers 400 in tenant B to a business unit naming tenant A’s template - id: ATS-ACC-BKS-015-05 title: Show and protect template users level: api proves: - BR-CAP-ACC-BKS-015-05 - INV-DOM-ACC-BKS-004-05 preconditions: Two units and statement settings refer to templates. steps: Read usage and attempt deletion and deactivation. expected: >- Users appear in reads and referenced templates cannot be removed or disabled. negative: true data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-052 - TST-ACC-BKS-082 provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#lists each template with who uses it: the unit by id and name, the settings category: invariant binding_evidence: - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#lists each template with who uses it: the unit by id and name, the settings - >- services-accounting:modules/books/tests/integration/services/persistence/document-templates.integration.spec.js#refuses deleting a template two units use, naming both - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to deleting the default statement template, naming the settings - >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to deactivating the business unit’s template - id: ATS-ACC-BKS-015-06 title: Clear a unit’s custom content choice level: api proves: - BR-CAP-ACC-BKS-015-07 preconditions: The unit names an invoice template. steps: Replace the unit while omitting that choice. expected: Built-in selection is restored and the freed template becomes removable. negative: false data_needs: The setup needs no extra fixture records. bound_to: - TST-ACC-BKS-082 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 category: transition binding_evidence: - >- 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 - >- services-accounting:modules/books/tests/integration/services/persistence/document-templates.integration.spec.js#deletes a template once nothing uses it - id: ATS-ACC-BKS-015-07 title: Release content only after removing its assignment level: browser proves: - AS-JNY-ACC-BKS-004-03 preconditions: The chapter uses a customer invoice template. steps: 'Delete and deactivate it, clear the choice, then delete it.' expected: Usage blocks both initial attempts; removing usage permits deletion. negative: true 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-015-08 title: Exercise the grants for select templates for business documents 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.business-units.update - accounting.settings.update - accounting.document-templates.read binding_evidence: [] supporting_tests: [] - id: ATS-ACC-BKS-015-09 title: No configured content at resolution category: boundary level: api proves: - BR-CAP-ACC-BKS-015-01 preconditions: >- An isolated workspace has records needed for both eligible and ineligible examples. steps: >- Resolve each document kind with no explicit or configured customer choice; include each supported software-package download. expected: >- Each result follows the referenced resolution rule or its documented no-format refusal. 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/unit/document-templates/resolution.spec.js#uses the unit’s invoice template binding_evidence: [] - id: ATS-ACC-BKS-015-10 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-015-11 title: Statement choice and settings omission change usage together category: interaction level: browser proves: - BR-CAP-ACC-BKS-015-05 - BR-CAP-ACC-BKS-017-05 preconditions: >- Run-owned records satisfy the preconditions of the referenced capability proofs. steps: >- Choose a statement default, omit that choice during a settings replacement, inspect template usage and delete the released template. expected: >- The replacement restores built-in selection and releases the old content for removal. negative: false data_needs: >- Run-owned records for the stated setup; retain the initial values for comparison. bound_to: - TST-ACC-BKS-021 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 - >- services-accounting:modules/books/tests/integration/services/persistence/settings.integration.spec.js#keeps both when a later save leaves them out, and puts them back to their defaults when sent exercises: - CAP-ACC-BKS-015 - CAP-ACC-BKS-017 workflows: - WF-ACC-BKS-007 binding_evidence: - >- react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0027.spec.ts#ACT-ACC-0027 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-security.e2e.spec.js - >- Verified source file: services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js - >- Verified source file: services-accounting:modules/books/tests/integration/services/persistence/document-templates.integration.spec.js - >- Verified source file: services-accounting:modules/books/tests/unit/document-templates/resolution.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: [] gap: FND-ACC-BKS-076 - 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: [] gap: FND-ACC-BKS-076 - 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-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: [] gap: FND-ACC-BKS-076 - 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: [] gap: FND-ACC-BKS-076 coverage: rule: covered transition: covered validation: covered permission: covered edge: 'gap: FND-ACC-BKS-076' failure: covered boundary: covered concurrency: covered invariant: covered interaction: covered coverage_notes: rule: scenarios: - ATS-ACC-BKS-015-01 provenance: documented source: - ATS-ACC-BKS-015-01 transition: scenarios: - ATS-ACC-BKS-015-06 provenance: documented source: - ATS-ACC-BKS-015-06 validation: scenarios: - ATS-ACC-BKS-015-04 provenance: documented source: - ATS-ACC-BKS-015-04 permission: scenarios: - ATS-ACC-BKS-015-08 provenance: documented source: - ATS-ACC-BKS-015-08 edge: scenarios: [] provenance: unknown source: FND-ACC-BKS-076 reason: >- No scenario isolates this category for the capability at the pinned revision. gap: FND-ACC-BKS-076 failure: scenarios: - ATS-ACC-BKS-015-02 - ATS-ACC-BKS-015-03 provenance: documented source: - ATS-ACC-BKS-015-02 - ATS-ACC-BKS-015-03 boundary: scenarios: - ATS-ACC-BKS-015-09 provenance: documented source: - ATS-ACC-BKS-015-09 concurrency: scenarios: - ATS-ACC-BKS-015-10 provenance: documented source: - ATS-ACC-BKS-015-10 invariant: scenarios: - ATS-ACC-BKS-015-05 provenance: documented source: - ATS-ACC-BKS-015-05 interaction: scenarios: - ATS-ACC-BKS-015-07 - ATS-ACC-BKS-015-11 provenance: documented source: - ATS-ACC-BKS-015-07 - ATS-ACC-BKS-015-11 rule_coverage: - rule: BR-CAP-ACC-BKS-015-01 scenarios: - ATS-ACC-BKS-015-01 - ATS-ACC-BKS-015-09 provenance: documented source: >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#uses the unit’s invoice template - rule: BR-CAP-ACC-BKS-015-02 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 - rule: BR-CAP-ACC-BKS-015-03 scenarios: - ATS-ACC-BKS-015-03 provenance: documented source: >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses a download for a QuickBooks Online unit, whose entries Rhythm 1.0 pushed through its API - rule: BR-CAP-ACC-BKS-015-04 scenarios: - ATS-ACC-BKS-015-04 provenance: documented source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to a business unit naming an inactive template - rule: BR-CAP-ACC-BKS-015-05 scenarios: - ATS-ACC-BKS-015-05 - ATS-ACC-BKS-015-11 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 - rule: BR-CAP-ACC-BKS-015-06 scenarios: - ATS-ACC-BKS-015-02 provenance: documented source: >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses an inactive statement template named explicitly, which Rhythm 1.0 rendered - rule: BR-CAP-ACC-BKS-015-07 scenarios: - ATS-ACC-BKS-015-06 provenance: documented 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 related_coverage: - capability: CAP-ACC-BKS-017 scenarios: - ATS-ACC-BKS-015-11 provenance: documented source: >- specs/accounting/books/planning/capabilities/CAP-ACC-BKS-015-choose-which-template-each-business-units-documents-use.md workflow_coverage: - workflow: WF-ACC-BKS-002 interactions: [] provenance: documented source: >- specs/accounting/books/design/workflows/WF-ACC-BKS-002-replace-a-business-units-settings.md gap: FND-ACC-BKS-076 - workflow: WF-ACC-BKS-007 interactions: - ATS-ACC-BKS-015-11 provenance: documented source: >- specs/accounting/books/design/workflows/WF-ACC-BKS-007-resolve-and-render-a-documents-template.md gap: FND-ACC-BKS-076 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-001-01 scenarios: - ATS-ACC-BKS-001-02 provenance: documented source: >- services-accounting:modules/books/db/business-units.table.ts:business_units_freeze_trigger - invariant: INV-DOM-ACC-BKS-001-02 scenarios: - ATS-ACC-BKS-001-03 - ATS-ACC-BKS-001-11 provenance: documented source: >- services-accounting:modules/books/tests/integration/services/persistence/fiscal-years.integration.spec.js#gives the new unit exactly its two years, the one containing today and the next - invariant: INV-DOM-ACC-BKS-001-03 scenarios: - ATS-ACC-BKS-002-03 provenance: documented source: >- services-accounting:modules/books/tests/e2e/business-units.e2e.spec.js#answers 400 to a supported currency named twice, in Rhythm 1.0’s words - invariant: INV-DOM-ACC-BKS-001-04 scenarios: - ATS-ACC-BKS-002-05 provenance: documented source: >- services-accounting:modules/books/tests/e2e/business-units.e2e.spec.js#answers 409 naming the currency, the unit and the kinds of account that use it - invariant: INV-DOM-ACC-BKS-001-05 scenarios: - ATS-ACC-BKS-004-02 provenance: documented source: >- services-accounting:modules/books/tests/integration/services/persistence/exchange-rates.integration.spec.js#refuses changing the unit, the currency or the day: a rate’s identity is write-once - invariant: INV-DOM-ACC-BKS-001-06 scenarios: - ATS-ACC-BKS-003-03 - ATS-ACC-BKS-003-04 provenance: documented source: >- services-accounting:modules/books/services/persistence/business-units.ts:assertCardFeeRule; services-accounting:modules/books/db/business-units.table.ts:business_units_card_fee_rule_check - invariant: INV-DOM-ACC-BKS-001-07 scenarios: - ATS-ACC-BKS-015-04 provenance: documented source: >- services-accounting:modules/books/db/business-units.table.ts:business_units_template_references_trigger - invariant: INV-DOM-ACC-BKS-001-08 scenarios: - ATS-ACC-BKS-001-06 provenance: documented source: >- services-accounting:modules/books/tests/integration/services/persistence/business-units.integration.spec.js#refuses a unit with GL, bank and merchant accounts, naming all three - 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.business-units.update where_checked: api scenarios: - ATS-ACC-BKS-015-08 provenance: documented source: >- specs/accounting/books/planning/capabilities/CAP-ACC-BKS-015-choose-which-template-each-business-units-documents-use.md execution_gap: FND-ACC-BKS-076 - key: accounting.settings.update where_checked: api scenarios: - ATS-ACC-BKS-015-08 provenance: documented source: >- specs/accounting/books/planning/capabilities/CAP-ACC-BKS-015-choose-which-template-each-business-units-documents-use.md execution_gap: FND-ACC-BKS-076 - key: accounting.document-templates.read where_checked: api scenarios: - ATS-ACC-BKS-015-08 provenance: documented source: >- specs/accounting/books/planning/capabilities/CAP-ACC-BKS-015-choose-which-template-each-business-units-documents-use.md execution_gap: FND-ACC-BKS-076 reviewed_at: '2026-10-23' --- # Select templates for business documents: Capability Test Specification ## Coverage - Resolve explicit and configured choices. - Reject unusable explicit choices. - Require a usable download format. - Validate stored selections. - Show and protect template users. - Reject unusable explicit choices. - Clear a unit’s custom content choice. The structured coverage map distinguishes specified examples from remaining findings. Proposed examples require executable proof before qualification. ## Interactions With Related Capabilities - Release content only after removing its assignment. - Statement choice and settings omission change usage together. 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.