--- id: CAP-ACC-BKS-015 title: Select templates for business documents feature: FEAT-ACC-BKS-05 product_area: accounting module: books revision: 1 status: draft product_intent: confirmed implementation_evidence: partially-observed supersedes: [] source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - >- services-accounting:docs/milestones/plans/ACCT-M1-plan.md#3. How it works for the user - 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D2' purpose: >- Controllers connect prepared templates to document production and preserve choices in use. outcomes: - >- Resolution selects explicit, configured or built-in content while excluding inactive templates. - Assignments protect the templates that document production still uses. concepts: - CON-ACC-BKS-004 - CON-ACC-BKS-001 actors: - ACT-ACC-001 - ACT-ACC-004 surfaces: - console - api preconditions: [] postconditions: [] permissions: - key: accounting.business-units.update where_checked: api scope: tenant - key: accounting.settings.update where_checked: api scope: tenant - key: accounting.document-templates.read where_checked: api scope: tenant rules: - id: BR-CAP-ACC-BKS-015-01 proved_by: [ATS-ACC-BKS-015-01, ATS-ACC-BKS-015-09, TST-ACC-BKS-165] statement: >- Resolution prefers an explicit template, then the unit’s kind-specific choice or workspace statement default, then the built-in, with batch downloads using the unit’s software-package format. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#uses the unit’s invoice template origin: none - id: BR-CAP-ACC-BKS-015-02 proved_by: [ATS-ACC-BKS-015-02, TST-ACC-BKS-165] statement: >- A missing, wrong-kind or inactive explicit template is refused rather than silently substituted. kind: validation enforced_at: - service must_prove: true 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 origin: none - id: BR-CAP-ACC-BKS-015-03 proved_by: [ATS-ACC-BKS-015-03, TST-ACC-BKS-165] statement: >- A unit using QuickBooks Online or Other without its own download template receives the legacy no-format refusal. kind: validation enforced_at: - service must_prove: true 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 origin: none - id: BR-CAP-ACC-BKS-015-04 proved_by: [ATS-ACC-BKS-001-18, ATS-ACC-BKS-002-15, ATS-ACC-BKS-003-12, ATS-ACC-BKS-015-04, ATS-ACC-BKS-016-15, TST-ACC-BKS-051, TST-ACC-BKS-052] statement: >- Unit document choices and the statement default accept only active same-workspace templates of the matching kind; empty choices mean built-in and explicit built-in identifiers are refused. kind: validation enforced_at: - service - database must_prove: true provenance: test source: >- services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to a business unit naming an inactive template origin: none - id: BR-CAP-ACC-BKS-015-05 proved_by: [ATS-ACC-BKS-014-09, ATS-ACC-BKS-014-12, ATS-ACC-BKS-015-05, ATS-ACC-BKS-015-11, ATS-ACC-BKS-017-08, TST-ACC-BKS-020, TST-ACC-BKS-021, TST-ACC-BKS-052, TST-ACC-BKS-082] statement: >- Templates referenced by units or the statement default cannot be deleted or deactivated, and reads identify their users. kind: invariant enforced_at: - service - database must_prove: true 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 origin: none - id: BR-CAP-ACC-BKS-015-06 proved_by: [ATS-ACC-BKS-015-02, TST-ACC-BKS-165] statement: >- The shared resolver never renders an inactive template for any document kind. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses an inactive statement template named explicitly, which Rhythm 1.0 rendered origin: none - id: BR-CAP-ACC-BKS-015-07 proved_by: [ATS-ACC-BKS-015-06, TST-ACC-BKS-082] statement: >- Omitting a unit template choice on replacement restores that kind’s built-in choice. kind: policy enforced_at: - service must_prove: true 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 origin: none - id: BR-CAP-ACC-BKS-015-08 proved_by: [] statement: >- Which document producers adopt the shared resolution order remains unestablished within this module’s permitted source scope. kind: policy enforced_at: [] must_prove: false provenance: unknown source: FND-ACC-BKS-031 origin: none scenarios: - id: SC-CAP-ACC-BKS-015-01 given: A chapter has selected a customer invoice template. when: The controller requests deletion and then deactivation of that template. then: Both requests identify the chapter and refuse the change. provenance: test source: >- react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026 - id: SC-CAP-ACC-BKS-015-02 given: The unit selects QuickBooks Online as its software. when: A download is resolved with no customer template selected. then: Resolution refuses because no built-in file format applies. 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 edge_cases: [] constraints: [] depends_on: - CAP-ACC-BKS-014 - CAP-ACC-BKS-001 related: - CAP-ACC-BKS-017 journeys: - JNY-ACC-BKS-004 open_questions: [] evidence: - >- Verified source file: react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts - 'Verified source file: services-accounting:aws/accounting.service.ts' - >- Verified source file: services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md - >- Verified source file: services-accounting:docs/milestones/plans/ACCT-M1-plan.md - >- Verified source file: services-accounting:modules/books/db/business-units.table.ts - >- Verified source file: services-accounting:modules/books/db/document-templates.table.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 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-005, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004, TC-DAT-001, TC-DAT-004, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005] exercised_by: [FAS-ACC-BKS-05-01, FAS-ACC-BKS-05-02, FAS-ACC-BKS-05-03, FAS-ACC-BKS-05-04, FAS-ACC-BKS-05-05, FAS-ACC-BKS-06-02] suites: [TST-ACC-BKS-020, TST-ACC-BKS-021, TST-ACC-BKS-051, TST-ACC-BKS-052, TST-ACC-BKS-082, TST-ACC-BKS-165] --- # Select templates for business documents ## Purpose Controllers connect prepared templates to document production and preserve choices in use. ## How It Works The controller chooses a saved template in the business unit’s document settings. Statement selection instead belongs to the workspace settings. The resolver supplies the content appropriate to a requested document kind. An explicit unusable choice produces a refusal for the caller to address. Staff can inspect which units or settings still depend on a template. Removing those choices frees an obsolete template for deletion. The product should verify adoption of the resolver in each owning document workflow before promising consistent production everywhere. ## Relationships Document producers consume resolution; content editing and workspace settings supply its choices.