--- id: CAP-ACC-BKS-018 title: 'Preview, run and review scheduled Accounting work' feature: FEAT-ACC-BKS-06 product_area: accounting module: books revision: 1 status: draft product_intent: proposed implementation_evidence: observed supersedes: [] source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: [] purpose: >- Staff preview recurring timing and inspect the outcomes of scheduled work they can read. outcomes: - Due work has one claimed occurrence with local-time interpretation. - Preview explains timing before schedule changes are saved. - Run history follows access to the owning subject. concepts: - CON-ACC-BKS-006 actors: - ACT-ACC-001 - ACT-ACC-002 - ACT-ACC-005 surfaces: - console - api - job preconditions: [] postconditions: [] permissions: - key: accounting.application.access where_checked: api scope: tenant - key: accounting.recurring-batches.read where_checked: service scope: tenant - key: accounting.batches.read where_checked: service scope: tenant - key: accounting.reconciliation-batches.read where_checked: service scope: tenant - key: accounting.reconciliation-exceptions.read where_checked: service scope: tenant - key: accounting.recurring-billing-runs.read where_checked: service scope: tenant rules: - id: BR-CAP-ACC-BKS-018-01 proved_by: [ATS-ACC-BKS-018-01, TST-ACC-BKS-177] statement: >- Preview returns a schedule description, problems, warnings and five future instants with local times, saves nothing and requires application access. kind: calculation enforced_at: - api - service must_prove: true provenance: test source: >- services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers the next five runs, skipping the weekend, each as the instant and the local time origin: none - id: BR-CAP-ACC-BKS-018-02 proved_by: [ATS-ACC-BKS-018-02, TST-ACC-BKS-177] statement: A schedule without a specified time zone uses the workspace’s zone. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#reads it in the tenant’s zone from platform.tenants origin: none - id: BR-CAP-ACC-BKS-018-03 proved_by: [ATS-ACC-BKS-018-03, TST-ACC-BKS-177] statement: >- Preview reports an interval shorter than the supplied minimum as a problem and returns no description or occurrences for an impossible weekly schedule with no weekdays. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers the same hourly schedule as a problem when asked about a minimum interval of a day origin: none - id: BR-CAP-ACC-BKS-018-04 proved_by: [ATS-ACC-BKS-018-04, TST-ACC-BKS-177] statement: >- Run-history access requires the scheduled subject’s read permission in addition to application access. kind: permission enforced_at: - api - service must_prove: true provenance: test source: >- services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers 403 to a caller who may open Accounting but not read the recurring batch the schedule belongs to origin: none - id: BR-CAP-ACC-BKS-018-05 proved_by: [ATS-ACC-BKS-018-05, ATS-ACC-BKS-018-10, TST-ACC-BKS-187] statement: >- A due occurrence is claimed only once during racing dispatches, and disabled schedules are not claimed. kind: invariant enforced_at: - service - database must_prove: true provenance: test source: >- services-accounting:modules/maintenance/tests/integration/services/scheduling/schedules-end-to-end.integration.spec.js#is claimed exactly once origin: none - id: BR-CAP-ACC-BKS-018-06 proved_by: [ATS-ACC-BKS-018-05, ATS-ACC-BKS-018-09, TST-ACC-BKS-187] statement: >- The tested spring transition moves a 2:30 AM occurrence to 3:30 AM and dates the work using the occurrence’s local day. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/maintenance/tests/integration/services/scheduling/schedules-end-to-end.integration.spec.js#runs once, at 03:30 local (07:30 UTC), the first instant after the gap origin: none - id: BR-CAP-ACC-BKS-018-07 proved_by: [ATS-ACC-BKS-010-05, ATS-ACC-BKS-018-05, TST-ACC-BKS-187] statement: Five consecutive failures pause the schedule. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/maintenance/tests/integration/services/scheduling/schedules-end-to-end.integration.spec.js#pauses the schedule after the fifth failure in a row origin: none - id: BR-CAP-ACC-BKS-018-08 proved_by: [ATS-ACC-BKS-018-08] statement: Run-history pages sort newest first and contain at most 200 runs. kind: policy enforced_at: - api must_prove: false provenance: test source: >- services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers the newest runs first, as many as the limit, every property of each origin: none - id: BR-CAP-ACC-BKS-018-09 proved_by: [] statement: >- Accounting schedules recurring-batch rolls, automatic batch close, reconciliation overdue and drift sweeps and idempotency purge, and recurring-billing-run preparation. kind: policy enforced_at: - service must_prove: false provenance: observed source: >- services-accounting:modules/maintenance/services/scheduled-work/accounting-scheduled-work.ts:ACCOUNTING_SCHEDULED_WORK origin: none - id: BR-CAP-ACC-BKS-018-10 proved_by: [ATS-ACC-BKS-018-06, ATS-ACC-BKS-018-07] statement: >- Saving an owned schedule validates its definition and minimum interval and recalculates the next occurrence, while schedule deletion cascades to its run history. kind: lifecycle enforced_at: - service must_prove: true provenance: observed source: 'services-accounting:modules/maintenance/services/persistence/schedules.ts' origin: none scenarios: - id: SC-CAP-ACC-BKS-018-01 given: A recurring batch runs at nine on New York weekdays. when: The controller asks to preview its timing. then: >- The preview describes the recurrence and presents five upcoming weekday occurrences in local time. provenance: test source: >- services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers each run at 9 AM on New York’s clock, in its offset that day edge_cases: [] constraints: [] depends_on: [] related: - CAP-ACC-BKS-010 journeys: [] open_questions: [] evidence: - 'Verified source file: services-accounting:aws/accounting.service.ts' - >- Verified source file: services-accounting:modules/maintenance/db/schedules.table.ts - >- Verified source file: services-accounting:modules/maintenance/services/persistence/schedules.ts - >- Verified source file: services-accounting:modules/maintenance/services/scheduled-work/accounting-scheduled-work.ts - >- Verified source file: services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js - >- Verified source file: services-accounting:modules/maintenance/tests/integration/services/scheduling/schedules-end-to-end.integration.spec.js controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-IAM-006, 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-DAT-004, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-AVL-001, TC-AVL-004, TC-MON-001, TC-MON-002, TC-MON-004, TC-PI-001, TC-PI-002, TC-PI-004, TC-PI-005] exercised_by: [FAS-ACC-BKS-03-02, FAS-ACC-BKS-06-04, FAS-ACC-BKS-06-05] suites: [TST-ACC-BKS-177, TST-ACC-BKS-187] --- # Preview, run and review scheduled Accounting work ## Purpose Staff preview recurring timing and inspect the outcomes of scheduled work they can read. ## How It Works Staff preview a schedule while editing the record that owns recurring work. The preview helps them check local timing before saving. The dispatcher identifies due occurrences and gives them to workers. Run history records what happened to each occurrence. Staff need permission to read the scheduled subject before they can inspect that history. Repeated failures pause the schedule for attention. Owners update or remove schedules as part of their own record workflows. ## Relationships Batch, reconciliation and Billing records own the subjects; this capability supplies shared scheduling.