--- id: MOD-ACC-PRD title: Products product_area: accounting module: products revision: 2 status: draft source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f repositories: - name: services-accounting paths: - modules/products - aws/accounting.service.ts - aws/accounting.metadata.ts - aws/accounting.export-datasets.ts - docs/accounting/products.md - docs/architecture/accounting-2.0 - docs/migrations/accounting-modernization/products-shared/README.md - docs/migrations/accounting-modernization/products-a12-a13/README.md - docs/milestones/ACCT-M1-books-and-invoices.md - docs/milestones/plans/ACCT-M1-plan.md - docs/milestones/plans/ACCT-realignment-2026-10-22.md - name: react-console paths: - 'app/(console)/console/[tenantId]/configuration/[module]/[area]' - components/configuration/area-route.tsx - lib/configuration/areas.ts - components/accounting-config/products - components/configuration/tax/product-type-tax-classes-panel.tsx - lib/accounting-config - lib/accounting/configuration - lib/authz/backend-aliases.ts - acceptance/accounting/inventory - acceptance/accounting/journeys/products - acceptance/accounting/playwright/journeys/products - e2e/dev/products-common-walk.dev.spec.ts - e2e/dev/products-screens-walk.dev.spec.ts - e2e/dev/accounting-configuration-walk.dev.spec.ts - e2e/mock/accounting-product-common.mock.spec.ts - e2e/mock/accounting-products.mock.spec.ts - e2e/mock/accounting-products-list.mock.spec.ts - e2e/mock/accounting-tax.mock.spec.ts - e2e/mock/eligibility-card.mock.spec.ts owns: - The shared product catalogue and product-kind registry. - Product prices and migrated special-price handovers. - Product selling settings and their owned child records. - 'Product accounting setups and their owned deferral, split and inter-entity records.' - Existing product-kind tax defaults pending the approved transfer. - Product metadata and export declarations. - Database product-saving and retirement functions for domain applications. does_not_own: - record: >- Business units, their currencies, exchange rates and pricing defaults; GL accounts, departments, accounting projects, merchant accounts; tax classes owner: MOD-ACC-BKS - record: >- Invoice, credit memo, debit memo and write-off lines that name products and freeze their price and tax class owner: MOD-ACC-TRX - record: 'Posting, including the fallback to the business unit’s default accounts for a product without a setup' owner: MOD-ACC-BAT - record: Installment schedules and their lines that name products owner: MOD-BIL-BIL - record: >- Pricing audiences, pricing schedules, price evaluation, catalog listings, merchandise, and the product pricing page under a product owner: MOD-COM-CAT - record: >- Orders responsible for applying quantity discounts and purchase limits, create the tasks and send the confirmation e-mail owner: MOD-COM-ORD - record: 'Tax determination, and after the transfer tax classes, the default per kind and each product’s class' owner: Commerce (decision D-T2 of 2026-10-22; no tax module registered yet) - record: Membership packages and chapter dues records that extend a product owner: MOD-MBR-STR - record: 'CRM task types, task queues and the tasks themselves' owner: MOD-CRM-ACT - record: 'Communication templates, including a product’s own confirmation template, and sending' owner: MOD-PFM-NOT - record: 'Object registration, fields, layouts and custom fields' owner: MOD-PFM-MTD - record: 'Roles, permission evaluation and application access' owner: MOD-PFM-SEC - record: The purchasing eligibility card shown on the product form owner: MOD-PFM-ELG - record: Workspace data export and purge machinery (the products dataset is this module’s) owner: MOD-ACC-BKS (maintenance) and MOD-PFM-TNL - record: 'Console shell, navigation and the Configuration area chooser' owner: MOD-PFM-CSH hosted_screens: - route: '/console/{tenantId}/configuration/accounting/products' purpose: Browse and administer the product catalogue. - route: '/console/{tenantId}/configuration/accounting/products/new?type={productTypeId}' purpose: Enter a new product. - route: '/console/{tenantId}/configuration/accounting/products/{id}' purpose: Inspect and edit a product according to granted access. - route: '/console/{tenantId}/configuration/accounting/taxClasses' purpose: Maintain existing product-kind tax defaults. supersedes: - >- react-console acceptance inventory area PRD (capabilities CAP-ACC-PRD-001 to 022, rules RUL-ACC-PRD-001 to 054) - react-console acceptance journeys area products (ACT-ACC-0100 to 0151) evidence: - >- services-accounting at f47cb263875bbc0c5640fba7dae6785ec32695f8: products routes, schemas, mapper, persistence, rules, confirmation workflow, ports, tables, metadata, exports and tests; product permissions and registrations; products guide, modernization records and cited milestone decisions. Dependency records are read only where cited. - >- react-console at baf6dae382d6f41dce976c7f848667ccc37e076f: Configuration routes and areas, product components and libraries, tax-default panel, permission aliases, Accounting acceptance inventories, product journey records and browser specs. testing_artifacts: capability_specifications: - id: ATS-ACC-PRD-001 path: design/tests/ATS-ACC-PRD-001-know-which-kinds-of-product-exist-and-what-each-can-do.md - id: ATS-ACC-PRD-002 path: design/tests/ATS-ACC-PRD-002-establish-a-product-under-a-stable-identity.md - id: ATS-ACC-PRD-003 path: design/tests/ATS-ACC-PRD-003-find-and-read-products.md - id: ATS-ACC-PRD-004 path: design/tests/ATS-ACC-PRD-004-change-a-product-without-losing-another-person-s-edit.md - id: ATS-ACC-PRD-005 path: design/tests/ATS-ACC-PRD-005-take-a-product-out-of-sale-and-bring-it-back.md - id: ATS-ACC-PRD-006 path: design/tests/ATS-ACC-PRD-006-remove-a-product-nobody-depends-on.md - id: ATS-ACC-PRD-007 path: design/tests/ATS-ACC-PRD-007-let-each-application-write-only-its-own-kinds-of-product.md - id: ATS-ACC-PRD-008 path: design/tests/ATS-ACC-PRD-008-price-a-product-for-each-audience-period-and-currency.md - id: ATS-ACC-PRD-009 path: design/tests/ATS-ACC-PRD-009-hand-rhythm-1-0-special-prices-over-to-commerce.md - id: ATS-ACC-PRD-010 path: design/tests/ATS-ACC-PRD-010-offer-discounts-for-buying-in-quantity.md - id: ATS-ACC-PRD-011 path: design/tests/ATS-ACC-PRD-011-sell-products-together-as-a-bundle.md - id: ATS-ACC-PRD-012 path: design/tests/ATS-ACC-PRD-012-limit-how-much-one-customer-may-buy.md - id: ATS-ACC-PRD-013 path: design/tests/ATS-ACC-PRD-013-create-follow-up-tasks-when-a-product-is-bought.md - id: ATS-ACC-PRD-014 path: design/tests/ATS-ACC-PRD-014-send-the-buyer-a-confirmation-e-mail.md - id: ATS-ACC-PRD-015 path: design/tests/ATS-ACC-PRD-015-decide-where-a-product-s-money-goes.md - id: ATS-ACC-PRD-016 path: design/tests/ATS-ACC-PRD-016-recognise-a-product-s-revenue-over-time-and-share-it.md - id: ATS-ACC-PRD-017 path: >- design/tests/ATS-ACC-PRD-017-find-products-still-lacking-an-accounting-setup-and-set-many-up-at-once.md - id: ATS-ACC-PRD-018 path: design/tests/ATS-ACC-PRD-018-set-the-default-tax-class-for-each-kind-of-product.md - id: ATS-ACC-PRD-019 path: design/tests/ATS-ACC-PRD-019-carry-the-product-catalogue-into-a-workspace-export.md feature_suites: - id: FAS-ACC-PRD-01 path: planning/acceptance/FAS-ACC-PRD-01-product-catalogue.md - id: FAS-ACC-PRD-02 path: planning/acceptance/FAS-ACC-PRD-02-product-pricing.md - id: FAS-ACC-PRD-03 path: planning/acceptance/FAS-ACC-PRD-03-selling-settings.md - id: FAS-ACC-PRD-04 path: planning/acceptance/FAS-ACC-PRD-04-accounting-configuration.md executable_suites: - id: TST-ACC-PRD-001 path: implementation/tests/TST-ACC-PRD-001-act-acc-0100.md - id: TST-ACC-PRD-002 path: implementation/tests/TST-ACC-PRD-002-act-acc-0102.md - id: TST-ACC-PRD-003 path: implementation/tests/TST-ACC-PRD-003-act-acc-0107.md - id: TST-ACC-PRD-004 path: implementation/tests/TST-ACC-PRD-004-act-acc-0108.md - id: TST-ACC-PRD-005 path: implementation/tests/TST-ACC-PRD-005-act-acc-0110.md - id: TST-ACC-PRD-006 path: implementation/tests/TST-ACC-PRD-006-act-acc-0112.md - id: TST-ACC-PRD-007 path: implementation/tests/TST-ACC-PRD-007-act-acc-0114.md - id: TST-ACC-PRD-008 path: implementation/tests/TST-ACC-PRD-008-act-acc-0116.md - id: TST-ACC-PRD-009 path: implementation/tests/TST-ACC-PRD-009-act-acc-0118.md - id: TST-ACC-PRD-010 path: implementation/tests/TST-ACC-PRD-010-act-acc-0119.md - id: TST-ACC-PRD-011 path: implementation/tests/TST-ACC-PRD-011-act-acc-0121.md - id: TST-ACC-PRD-012 path: implementation/tests/TST-ACC-PRD-012-act-acc-0122.md - id: TST-ACC-PRD-013 path: implementation/tests/TST-ACC-PRD-013-act-acc-0124.md - id: TST-ACC-PRD-014 path: implementation/tests/TST-ACC-PRD-014-act-acc-0136.md - id: TST-ACC-PRD-015 path: implementation/tests/TST-ACC-PRD-015-act-acc-0143.md - id: TST-ACC-PRD-016 path: implementation/tests/TST-ACC-PRD-016-act-acc-0147.md - id: TST-ACC-PRD-017 path: implementation/tests/TST-ACC-PRD-017-accounting-configuration-walk.md - id: TST-ACC-PRD-018 path: implementation/tests/TST-ACC-PRD-018-products-common-walk.md - id: TST-ACC-PRD-019 path: implementation/tests/TST-ACC-PRD-019-products-screens-walk.md - id: TST-ACC-PRD-020 path: implementation/tests/TST-ACC-PRD-020-accounting-product-common.md - id: TST-ACC-PRD-021 path: implementation/tests/TST-ACC-PRD-021-accounting-products-list.md - id: TST-ACC-PRD-022 path: implementation/tests/TST-ACC-PRD-022-accounting-products.md - id: TST-ACC-PRD-023 path: implementation/tests/TST-ACC-PRD-023-accounting-tax.md - id: TST-ACC-PRD-024 path: implementation/tests/TST-ACC-PRD-024-eligibility-card.md - id: TST-ACC-PRD-025 path: implementation/tests/TST-ACC-PRD-025-product-accounting-setups.md - id: TST-ACC-PRD-026 path: implementation/tests/TST-ACC-PRD-026-product-accounting.md - id: TST-ACC-PRD-027 path: implementation/tests/TST-ACC-PRD-027-product-features.md - id: TST-ACC-PRD-028 path: implementation/tests/TST-ACC-PRD-028-products-security.md - id: TST-ACC-PRD-029 path: implementation/tests/TST-ACC-PRD-029-products-shared-base.md - id: TST-ACC-PRD-030 path: implementation/tests/TST-ACC-PRD-030-products.md - id: TST-ACC-PRD-031 path: implementation/tests/TST-ACC-PRD-031-products-table.md - id: TST-ACC-PRD-032 path: implementation/tests/TST-ACC-PRD-032-save-product-function.md - id: TST-ACC-PRD-033 path: implementation/tests/TST-ACC-PRD-033-special-prices-a12-migration.md - id: TST-ACC-PRD-034 path: implementation/tests/TST-ACC-PRD-034-communication-templates-queries.md - id: TST-ACC-PRD-035 path: implementation/tests/TST-ACC-PRD-035-pricing-audiences.md - id: TST-ACC-PRD-036 path: implementation/tests/TST-ACC-PRD-036-product-accounting-setups.md - id: TST-ACC-PRD-037 path: implementation/tests/TST-ACC-PRD-037-product-accounting-setups-queries.md - id: TST-ACC-PRD-038 path: implementation/tests/TST-ACC-PRD-038-product-types-queries.md - id: TST-ACC-PRD-039 path: implementation/tests/TST-ACC-PRD-039-products-features.md - id: TST-ACC-PRD-040 path: implementation/tests/TST-ACC-PRD-040-products.md - id: TST-ACC-PRD-041 path: implementation/tests/TST-ACC-PRD-041-products-queries.md - id: TST-ACC-PRD-042 path: implementation/tests/TST-ACC-PRD-042-products-shared-base.md - id: TST-ACC-PRD-043 path: implementation/tests/TST-ACC-PRD-043-task-configurations-queries.md - id: TST-ACC-PRD-044 path: implementation/tests/TST-ACC-PRD-044-products-api-mapper.md - id: TST-ACC-PRD-045 path: implementation/tests/TST-ACC-PRD-045-change-validation.md - id: TST-ACC-PRD-046 path: implementation/tests/TST-ACC-PRD-046-cleaning.md - id: TST-ACC-PRD-047 path: implementation/tests/TST-ACC-PRD-047-deletion-validation.md - id: TST-ACC-PRD-048 path: implementation/tests/TST-ACC-PRD-048-generate-identifier.md - id: TST-ACC-PRD-049 path: implementation/tests/TST-ACC-PRD-049-validation.md - id: TST-ACC-PRD-050 path: implementation/tests/TST-ACC-PRD-050-change-validation.md - id: TST-ACC-PRD-051 path: implementation/tests/TST-ACC-PRD-051-cleaning.md - id: TST-ACC-PRD-052 path: implementation/tests/TST-ACC-PRD-052-deletion-validation.md - id: TST-ACC-PRD-053 path: implementation/tests/TST-ACC-PRD-053-generate-identifier.md - id: TST-ACC-PRD-054 path: implementation/tests/TST-ACC-PRD-054-validation.md - id: TST-ACC-PRD-055 path: implementation/tests/TST-ACC-PRD-055-change-validation.md - id: TST-ACC-PRD-056 path: implementation/tests/TST-ACC-PRD-056-cleaning.md - id: TST-ACC-PRD-057 path: implementation/tests/TST-ACC-PRD-057-deletion-validation.md - id: TST-ACC-PRD-058 path: implementation/tests/TST-ACC-PRD-058-validation.md - id: TST-ACC-PRD-059 path: implementation/tests/TST-ACC-PRD-059-change-validation.md - id: TST-ACC-PRD-060 path: implementation/tests/TST-ACC-PRD-060-cleaning.md - id: TST-ACC-PRD-061 path: implementation/tests/TST-ACC-PRD-061-deletion-validation.md - id: TST-ACC-PRD-062 path: implementation/tests/TST-ACC-PRD-062-id-generation.md - id: TST-ACC-PRD-063 path: implementation/tests/TST-ACC-PRD-063-validation.md - id: TST-ACC-PRD-064 path: implementation/tests/TST-ACC-PRD-064-product-visible-properites.md - id: TST-ACC-PRD-065 path: implementation/tests/TST-ACC-PRD-065-validate.md - id: TST-ACC-PRD-066 path: implementation/tests/TST-ACC-PRD-066-product-rules.md --- # Products ## Purpose The catalogue gives finance and domain applications a shared place to maintain the products involved in sales. This planning layer groups product administration, pricing, selling settings and accounting configuration. ## Boundary The module maintains catalogue configuration and exposes it to other parts of Rhythm. Books supplies the accounting reference records; Transactions and Batch Management consume product configuration for invoicing and posting. Commerce owns price evaluation and the planned execution of selling settings. Domain applications own their extending records, while Platform supplies security, metadata, communications and workspace maintenance. The existing tax assignments remain described here pending their approved transfer to Commerce. ## Features | Id | Title | Capabilities | |---|---|---| | FEAT-ACC-PRD-01 | Product Catalogue | 8 | | FEAT-ACC-PRD-02 | Product Pricing | 2 | | FEAT-ACC-PRD-03 | Selling Settings | 5 | | FEAT-ACC-PRD-04 | Accounting Configuration | 4 | ## Capabilities | Id | Title | Product intent | Evidence | |---|---|---|---| | CAP-ACC-PRD-001 | Understand the available product kinds | proposed | observed | | CAP-ACC-PRD-002 | Create a product with a permanent identity | proposed | observed | | CAP-ACC-PRD-003 | Locate products and inspect their configuration | proposed | observed | | CAP-ACC-PRD-004 | Save product corrections against the version read | proposed | observed | | CAP-ACC-PRD-005 | Withdraw a product from sale and restore it | proposed | observed | | CAP-ACC-PRD-006 | Delete a product after its dependencies are removed | proposed | observed | | CAP-ACC-PRD-007 | Keep domain products under their owning application | proposed | observed | | CAP-ACC-PRD-008 | Configure prices by audience, period and currency | proposed | observed | | CAP-ACC-PRD-009 | Preserve migrated special prices for Commerce | proposed | partially-observed | | CAP-ACC-PRD-010 | Configure discounts for quantity purchases | proposed | partially-observed | | CAP-ACC-PRD-011 | Offer a collection of products as a bundle | proposed | partially-observed | | CAP-ACC-PRD-012 | Configure a customer purchase ceiling | proposed | partially-observed | | CAP-ACC-PRD-013 | Record the follow-up work a purchase needs | proposed | partially-observed | | CAP-ACC-PRD-014 | Configure a purchase confirmation message | proposed | partially-observed | | CAP-ACC-PRD-015 | Assign a product’s accounting treatment | proposed | observed | | CAP-ACC-PRD-016 | Allocate product revenue across dates and accounts | proposed | observed | | CAP-ACC-PRD-017 | Complete accounting setup for a group of products | proposed | partially-observed | | CAP-ACC-PRD-018 | Maintain the tax default for a product kind | out-of-scope | observed | | CAP-ACC-PRD-019 | Carry the product catalogue into a workspace export | proposed | observed | ## Journeys | Id | Title | Product intent | E2E policy | |---|---|---|---| | JNY-ACC-PRD-001 | Finance prepares a priced product with accounting setup | proposed | required | | JNY-ACC-PRD-002 | Finance withdraws, restores and removes catalogue products | proposed | required | | JNY-ACC-PRD-003 | Finance configures valid donation and audience pricing | proposed | optional | | JNY-ACC-PRD-004 | Console corrections preserve API-configured selling settings | proposed | required | | JNY-ACC-PRD-005 | Finance completes revenue treatment and missing setups | proposed | optional | | JNY-ACC-PRD-006 | Membership keeps its shared product within domain ownership | proposed | none | ## Testing Artifact Tree The module has nineteen capability test specifications in Design, four cumulative feature acceptance suites in Planning and sixty-six executable-suite records in Implementation. The tree names every artifact and its relative location in frontmatter. The module performs no inference.