--- id: ATS-ACC-CLS-004 scope: CAP-ACC-CLS-004 product_area: accounting module: close revision: 1 status: proposed approved_by: null approved_at: null source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f scenarios: - id: ATS-ACC-CLS-004-01 title: Compute verdicts without treating absence as success level: unit proves: - BR-CAP-ACC-CLS-004-02 - BR-CAP-ACC-CLS-004-03 - INV-DOM-ACC-CLS-002-01 preconditions: Check lists cover requirements and all outcomes. steps: Calculate verdicts and counts. expected: >- Required blockers, pending results and errors prevent readiness; advisory concerns produce warnings; passing lists are ready. negative: false data_needs: A requirement-by-outcome fixture matrix. bound_to: - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is not ready for a required check blocked - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is not ready for a required check pending: missing evidence never passes - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is not ready for a required check in error - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is ready with warnings for an advisory check blocked, which never blocks - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is ready when every check passed or is not applicable - TST-ACC-CLS-044 provenance: test source: >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#readiness: the verdict category: rule - id: ATS-ACC-CLS-004-02 title: Isolate a failed evaluator level: api proves: - BR-CAP-ACC-CLS-004-04 preconditions: One evaluator’s read fails. steps: Run evaluation through its savepoint. expected: >- Its check reports error with the applicable requirement and other reads remain usable. negative: true data_needs: An evaluator failure fixture. bound_to: - >- services-accounting:modules/fiscal-close/tests/unit/readiness/other-checks.spec.js#is an error, never passed, keeping the requirement the tenant’s policy gives it - >- services-accounting:modules/fiscal-close/tests/integration/services/persistence/readiness-transactions.integration.spec.js#rolls an evaluator’s failure back to its savepoint and keeps the transaction usable - TST-ACC-CLS-042 - TST-ACC-CLS-033 provenance: test source: >- services-accounting:modules/fiscal-close/tests/unit/readiness/other-checks.spec.js#is an error, never passed, keeping the requirement the tenant’s policy gives it category: rule - id: ATS-ACC-CLS-004-03 title: Append the year review checks level: api proves: - BR-CAP-ACC-CLS-004-05 - BR-CAP-ACC-CLS-004-08 - INV-DOM-ACC-CLS-002-02 preconditions: A clean period and final-period year case are available. steps: Evaluate monthly and fiscal-year scopes. expected: >- Monthly checks remain ordered and year scope adds three checks and relevant effects. negative: false data_needs: Period and year-end fixtures. bound_to: - >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#adds the year checks for the fiscal_year scope - >- services-accounting:modules/fiscal-close/tests/integration/services/readiness/evaluate-readiness.integration.spec.js#adds the year checks to December 2026 - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#lists a month’s close in order - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#adds the year’s close, the next year’s generation and no closing entries for the last period - TST-ACC-CLS-016 - TST-ACC-CLS-037 - TST-ACC-CLS-044 provenance: test source: >- services-accounting:modules/fiscal-close/tests/integration/services/readiness/evaluate-readiness.integration.spec.js#the fiscal year scope category: failure - id: ATS-ACC-CLS-004-04 title: Refuse writes during independent evaluation level: api proves: - BR-CAP-ACC-CLS-004-06 - INV-DOM-ACC-CLS-002-05 preconditions: Evaluation starts without a caller transaction. steps: Attempt a write through the evaluation transaction. expected: The transaction is read-only and refuses the write. negative: true data_needs: A write attempt in the readiness transaction fixture. bound_to: - >- services-accounting:modules/fiscal-close/tests/integration/services/persistence/readiness-transactions.integration.spec.js#opens a read-only transaction when the caller has none - >- services-accounting:modules/fiscal-close/tests/integration/services/persistence/readiness-transactions.integration.spec.js#refuses a write in it - TST-ACC-CLS-033 provenance: test source: >- services-accounting:modules/fiscal-close/tests/integration/services/persistence/readiness-transactions.integration.spec.js#refuses a write in it category: rule - id: ATS-ACC-CLS-004-05 title: Bound supporting records and preserve totals level: unit proves: - BR-CAP-ACC-CLS-004-07 - INV-DOM-ACC-CLS-002-03 preconditions: A check has more than fifty supporting records. steps: Build the check response. expected: The item list is bounded and the total remains available. negative: false data_needs: Oversized batch and transaction lists. bound_to: - >- services-accounting:modules/fiscal-close/tests/unit/readiness/batches-posted.spec.js#keeps the first 50 items and the total beside them - >- services-accounting:modules/fiscal-close/tests/unit/readiness/transactions-accounted.spec.js#shows only the total when more than the 50 items exist - TST-ACC-CLS-041 - TST-ACC-CLS-046 provenance: test source: >- services-accounting:modules/fiscal-close/tests/unit/readiness/batches-posted.spec.js#keeps the first 50 items and the total beside them category: invariant - id: ATS-ACC-CLS-004-06 title: Include the viewer’s action authority level: api proves: - BR-CAP-ACC-CLS-004-09 - INV-DOM-ACC-CLS-002-06 preconditions: A clean period is viewed by a closer and a reader. steps: Evaluate each caller’s readiness. expected: The closer is ready while only the reader’s authority check blocks. negative: true data_needs: Two permission profiles on one clean period. bound_to: - >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#answers 200, ready, to a closer: the slice carries the close key the route evaluates - >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#answers a reader not ready, blocked by close_authorization alone - >- services-accounting:modules/fiscal-close/tests/unit/readiness/other-checks.spec.js#is blocked when the caller does not - TST-ACC-CLS-016 - TST-ACC-CLS-042 provenance: test source: >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#answers a reader not ready, blocked by close_authorization alone category: boundary - id: ATS-ACC-CLS-004-07 title: Validate readiness boundaries and workspace scope level: api proves: - BR-CAP-ACC-CLS-004-10 preconditions: Two workspaces each contain a period. steps: >- Request invalid periods and scopes, a foreign year and the second workspace’s own period. expected: >- Invalid requests fail and each workspace receives only its own information. negative: true data_needs: Two workspace calendars and malformed requests. bound_to: - >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#refuses a period number out of range with 400 - >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#refuses an unknown scope with 400 - >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#answers 404 for a year of another tenant - >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#answers B its own September, never A’s (B’s open batch blocks it) - TST-ACC-CLS-016 provenance: test source: >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#the readiness category: permission - id: ATS-ACC-CLS-004-08 title: Reevaluate changed ledger and payment evidence before closing category: interaction level: api proves: - BR-CAP-ACC-CLS-004-02 - BR-CAP-ACC-CLS-004-08 - BR-CAP-ACC-CLS-004-11 preconditions: >- An ended month has ledger work, a payment finding and a due schedule with incomplete accounts. steps: >- Review each supporting section; resolve those causes, reread readiness, then change ledger evidence before the job revalidates. expected: >- The overall review responds to each section, and execution uses its own evaluation rather than the earlier screen result. negative: false data_needs: >- An ended month has ledger work, a payment finding and a due schedule with incomplete accounts. bound_to: [] provenance: proposed source: - >- rhythm-v2-docs:specs/accounting/close/design/workflows/WF-ACC-CLS-005-evaluate-a-month-s-close-readiness.md#What It Does - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is not ready for a required check pending: missing evidence never passes - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#lists a month’s close in order - >- services-accounting:docs/fiscal-close/README.md#3. Readiness checks (month-end) exercises: - CAP-ACC-CLS-004 - CAP-ACC-CLS-005 - CAP-ACC-CLS-006 - CAP-ACC-CLS-007 - CAP-ACC-CLS-008 - CAP-ACC-CLS-010 workflows: - WF-ACC-CLS-005 - id: ATS-ACC-CLS-004-09 title: Refuse readiness without read authority category: permission level: api proves: - BR-CAP-ACC-CLS-004-10 preconditions: A caller has application access but lacks fiscal-period read authority. steps: Request period readiness. expected: Access is denied before readiness is returned. negative: true data_needs: A caller has application access but lacks fiscal-period read authority. bound_to: - >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#refuses a principal without accounting.fiscal-periods.read with 403 - TST-ACC-CLS-016 provenance: test source: >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#refuses a principal without accounting.fiscal-periods.read with 403 - id: ATS-ACC-CLS-004-10 title: Keep the readiness transaction usable after evaluator failure category: failure level: api proves: - INV-DOM-ACC-CLS-002-02 preconditions: A standalone readiness transaction has begun. steps: >- Run a failing database expression inside an evaluator savepoint, catch the failure and run another read in the outer transaction. expected: >- The evaluator fails, its savepoint rolls back and the next outer read succeeds. negative: true data_needs: A standalone readiness transaction has begun. bound_to: - TST-ACC-CLS-033 - >- services-accounting:modules/fiscal-close/tests/integration/services/persistence/readiness-transactions.integration.spec.js#rolls an evaluator’s failure back to its savepoint and keeps the transaction usable provenance: test source: >- services-accounting:modules/fiscal-close/tests/integration/services/persistence/readiness-transactions.integration.spec.js#rolls an evaluator’s failure back to its savepoint and keeps the transaction usable evidence: - >- services-accounting examination inputs: the bound unit, integration and end-to-end files. - >- Testing back-fill: pinned executable files are inspected; no backend or browser result is claimed. coverage: rule: covered transition: not-applicable validation: 'gap: FND-ACC-CLS-060' permission: covered edge: 'gap: FND-ACC-CLS-060' failure: covered boundary: covered concurrency: 'gap: FND-ACC-CLS-060' invariant: covered interaction: covered coverage_notes: rule: scenarios: - ATS-ACC-CLS-004-01 - ATS-ACC-CLS-004-02 - ATS-ACC-CLS-004-04 provenance: inferred source: - ATS-ACC-CLS-004-01 - ATS-ACC-CLS-004-02 - ATS-ACC-CLS-004-04 note: Specified coverage does not establish that all variants execute or pass. transition: reason: >- This capability evaluates or reads state; it defines no independent persisted lifecycle transition. provenance: inferred source: - CAP-ACC-CLS-004 - WF-ACC-CLS-005 validation: reason: >- The standalone shared transaction has read-only proof, but concurrent changing inputs and evaluator-to-evaluator continuation need complete acceptance proof. provenance: unknown source: FND-ACC-CLS-060 permission: scenarios: - ATS-ACC-CLS-004-07 - ATS-ACC-CLS-004-09 provenance: inferred source: - ATS-ACC-CLS-004-07 - ATS-ACC-CLS-004-09 note: Specified coverage does not establish that all variants execute or pass. edge: reason: >- The standalone shared transaction has read-only proof, but concurrent changing inputs and evaluator-to-evaluator continuation need complete acceptance proof. provenance: unknown source: FND-ACC-CLS-060 failure: scenarios: - ATS-ACC-CLS-004-03 - ATS-ACC-CLS-004-10 provenance: inferred source: - ATS-ACC-CLS-004-03 - ATS-ACC-CLS-004-10 note: Specified coverage does not establish that all variants execute or pass. boundary: scenarios: - ATS-ACC-CLS-004-06 provenance: inferred source: - ATS-ACC-CLS-004-06 note: Specified coverage does not establish that all variants execute or pass. concurrency: reason: >- The standalone shared transaction has read-only proof, but concurrent changing inputs and evaluator-to-evaluator continuation need complete acceptance proof. provenance: unknown source: FND-ACC-CLS-060 invariant: scenarios: - ATS-ACC-CLS-004-05 provenance: inferred source: - ATS-ACC-CLS-004-05 note: Specified coverage does not establish that all variants execute or pass. interaction: scenarios: - ATS-ACC-CLS-004-08 provenance: inferred source: - ATS-ACC-CLS-004-08 note: Specified coverage does not establish that all variants execute or pass. design_coverage: objects: - DOM-ACC-CLS-002 invariants: - id: INV-DOM-ACC-CLS-002-01 scenarios: - ATS-ACC-CLS-004-01 provenance: test source: - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#readiness: the verdict - id: INV-DOM-ACC-CLS-002-02 scenarios: - ATS-ACC-CLS-004-03 - ATS-ACC-CLS-004-10 provenance: test source: - >- services-accounting:modules/fiscal-close/tests/integration/services/readiness/evaluate-readiness.integration.spec.js#the fiscal year scope - >- services-accounting:modules/fiscal-close/tests/integration/services/persistence/readiness-transactions.integration.spec.js#rolls an evaluator’s failure back to its savepoint and keeps the transaction usable - id: INV-DOM-ACC-CLS-002-03 scenarios: - ATS-ACC-CLS-004-05 provenance: test source: - >- services-accounting:modules/fiscal-close/tests/unit/readiness/batches-posted.spec.js#keeps the first 50 items and the total beside them - id: INV-DOM-ACC-CLS-002-04 scenarios: [] gap: FND-ACC-CLS-060 provenance: unknown source: FND-ACC-CLS-060 - id: INV-DOM-ACC-CLS-002-05 scenarios: - ATS-ACC-CLS-004-04 provenance: test source: - >- services-accounting:modules/fiscal-close/tests/integration/services/persistence/readiness-transactions.integration.spec.js#refuses a write in it - id: INV-DOM-ACC-CLS-002-06 scenarios: - ATS-ACC-CLS-004-06 provenance: test source: - >- services-accounting:modules/fiscal-close/tests/e2e/fiscal-close-readiness.e2e.spec.js#answers a reader not ready, blocked by close_authorization alone - id: INV-DOM-ACC-CLS-002-07 scenarios: [] gap: FND-ACC-CLS-060 provenance: unknown source: FND-ACC-CLS-060 - id: INV-DOM-ACC-CLS-002-08 scenarios: [] gap: FND-ACC-CLS-060 provenance: unknown source: FND-ACC-CLS-060 - id: INV-DOM-ACC-CLS-002-09 scenarios: [] gap: FND-ACC-CLS-060 provenance: unknown source: FND-ACC-CLS-060 - id: INV-DOM-ACC-CLS-002-10 scenarios: [] gap: FND-ACC-CLS-060 provenance: unknown source: FND-ACC-CLS-060 permissions: - key: accounting.fiscal-periods.read where_checked: api gap: FND-ACC-CLS-060 provenance: unknown source: FND-ACC-CLS-060 note: >- Existing permission scenarios cover the named cases; complete grant and surface variants need qualification. - key: accounting.fiscal-periods.close where_checked: service gap: FND-ACC-CLS-060 provenance: unknown source: FND-ACC-CLS-060 note: >- Existing permission scenarios cover the named cases; complete grant and surface variants need qualification. workflows: - WF-ACC-CLS-005 state_models: [] transitions: [] interactions: - with: CAP-ACC-CLS-005 scenario: ATS-ACC-CLS-004-08 provenance: proposed source: - >- rhythm-v2-docs:specs/accounting/close/design/workflows/WF-ACC-CLS-005-evaluate-a-month-s-close-readiness.md#What It Does - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is not ready for a required check pending: missing evidence never passes - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#lists a month’s close in order - >- services-accounting:docs/fiscal-close/README.md#3. Readiness checks (month-end) - with: CAP-ACC-CLS-006 scenario: ATS-ACC-CLS-004-08 provenance: proposed source: - >- rhythm-v2-docs:specs/accounting/close/design/workflows/WF-ACC-CLS-005-evaluate-a-month-s-close-readiness.md#What It Does - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is not ready for a required check pending: missing evidence never passes - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#lists a month’s close in order - >- services-accounting:docs/fiscal-close/README.md#3. Readiness checks (month-end) - with: CAP-ACC-CLS-007 scenario: ATS-ACC-CLS-004-08 provenance: proposed source: - >- rhythm-v2-docs:specs/accounting/close/design/workflows/WF-ACC-CLS-005-evaluate-a-month-s-close-readiness.md#What It Does - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is not ready for a required check pending: missing evidence never passes - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#lists a month’s close in order - >- services-accounting:docs/fiscal-close/README.md#3. Readiness checks (month-end) - with: CAP-ACC-CLS-008 scenario: ATS-ACC-CLS-004-08 provenance: proposed source: - >- rhythm-v2-docs:specs/accounting/close/design/workflows/WF-ACC-CLS-005-evaluate-a-month-s-close-readiness.md#What It Does - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is not ready for a required check pending: missing evidence never passes - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#lists a month’s close in order - >- services-accounting:docs/fiscal-close/README.md#3. Readiness checks (month-end) - with: CAP-ACC-CLS-010 scenario: ATS-ACC-CLS-004-08 provenance: proposed source: - >- rhythm-v2-docs:specs/accounting/close/design/workflows/WF-ACC-CLS-005-evaluate-a-month-s-close-readiness.md#What It Does - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#is not ready for a required check pending: missing evidence never passes - >- services-accounting:modules/fiscal-close/tests/unit/readiness/readiness-verdict.spec.js#lists a month’s close in order - >- services-accounting:docs/fiscal-close/README.md#3. Readiness checks (month-end) --- # Assess a month’s readiness to close: Capability Test Specification ## Coverage The table maps each required rule to its specified cases or an explicit finding. Category coverage describes the specification; executable bindings and recorded run results establish different kinds of evidence. Proposed cases remain unqualified. | Rule | Scenarios or Finding | |---|---| | `BR-CAP-ACC-CLS-004-02` | `ATS-ACC-CLS-004-01`, `ATS-ACC-CLS-004-08` | | `BR-CAP-ACC-CLS-004-03` | `ATS-ACC-CLS-004-01` | | `BR-CAP-ACC-CLS-004-04` | `ATS-ACC-CLS-004-02` | | `BR-CAP-ACC-CLS-004-05` | `ATS-ACC-CLS-004-03` | | `BR-CAP-ACC-CLS-004-06` | `ATS-ACC-CLS-004-04` | | `BR-CAP-ACC-CLS-004-07` | `ATS-ACC-CLS-004-05` | | `BR-CAP-ACC-CLS-004-08` | `ATS-ACC-CLS-004-03`, `ATS-ACC-CLS-004-08` | | `BR-CAP-ACC-CLS-004-09` | `ATS-ACC-CLS-004-06` | | `BR-CAP-ACC-CLS-004-10` | `ATS-ACC-CLS-004-07`, `ATS-ACC-CLS-004-09` | ## Interactions With Related Capabilities The combined review joins calendar, ledger, payment and recognition assessments. Its interaction case changes underlying work after an earlier review and asks for a fresh assessment before execution. A standalone review does not establish a stable financial snapshot across concurrent changes.