--- id: CAP-ACC-PRD-013 title: Record the follow-up work a purchase needs feature: FEAT-ACC-PRD-03 product_area: accounting module: products revision: 5 status: draft product_intent: proposed implementation_evidence: partially-observed supersedes: - react-console acceptance inventory CAP-ACC-PRD-011 - react-console acceptance inventory RUL-ACC-PRD-028 source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#R22' purpose: Staff describe the work that should follow a purchase in task instructions. outcomes: - Follow-up instructions remain attached to the purchased product. concepts: - CON-ACC-PRD-001 actors: - ACT-ACC-006 - ACT-ACC-011 surfaces: - console - api permissions: - key: accounting.products.update where_checked: api scope: tenant rules: - id: BR-CAP-ACC-PRD-013-01 proved_by: [ATS-ACC-PRD-013-04, TST-ACC-PRD-039] statement: >- A task instruction requires a name and CRM task type and may include description, queue, assignee and a nonnegative delay in days, weeks or months. kind: validation enforced_at: - api - database must_prove: false provenance: test source: >- services-accounting:modules/products/tests/integration/services/persistence/products.features.integration.spec.js#answers every feature as written, the lists in the order sent origin: none - id: BR-CAP-ACC-PRD-013-02 proved_by: [ATS-ACC-PRD-013-01, TST-ACC-PRD-039] statement: >- Task types and queues must exist in the workspace and be active when newly assigned, while previously held inactive choices remain acceptable. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/products/tests/integration/services/persistence/products.features.integration.spec.js#keeps a task type and a queue that became inactive while the product held them origin: none - id: BR-CAP-ACC-PRD-013-03 proved_by: [ATS-ACC-PRD-013-02, TST-ACC-PRD-027, TST-ACC-PRD-039] statement: 'Assignee values must match the Rhythm user identity format, with no check that a user exists.' kind: validation enforced_at: - api - database must_prove: true provenance: test source: >- services-accounting:modules/products/tests/e2e/product-features.e2e.spec.js#refuses an assignee that is not a Platform user id origin: none - id: BR-CAP-ACC-PRD-013-04 proved_by: [ATS-ACC-PRD-013-03, ATS-ACC-PRD-013-05, TST-ACC-PRD-006, TST-ACC-PRD-039] statement: A product stores at most twenty task instructions and replaces or clears the whole collection on save. kind: validation enforced_at: - api - service must_prove: true provenance: test source: >- services-accounting:modules/products/tests/integration/services/persistence/products.features.integration.spec.js#refuses more than 20 tasks to generate origin: 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D12' - id: BR-CAP-ACC-PRD-013-05 proved_by: [] statement: >- Documented responsibility assigns task creation at purchase to Orders and excludes staff task instructions from the portal projection. kind: policy enforced_at: [] must_prove: false provenance: documented source: 'services-accounting:docs/accounting/products.md#Features (2026-10-16)' origin: none - id: BR-CAP-ACC-PRD-013-06 proved_by: [] statement: The console edits task instructions in a dialog and selects assignees from a user chooser. kind: policy enforced_at: - console must_prove: false provenance: documented source: 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#R22' origin: 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#R22' scenarios: - id: SC-CAP-ACC-PRD-013-01 given: A certification product needs fulfillment follow-up. when: Staff store a certificate-mailing instruction due seven days after purchase. then: >- The product returns those instructions, while purchase-time task creation remains an Orders responsibility. provenance: observed source: 'services-accounting:modules/products/services/persistence/products.ts:normalizedFeatures' edge_cases: - id: SC-CAP-ACC-PRD-013-02 given: CRM deactivates a type already used by a product’s task instructions. when: Staff correct only the product description. then: 'The held type remains, while a new assignment of that inactive type fails.' provenance: test source: >- services-accounting:modules/products/tests/integration/services/persistence/products.features.integration.spec.js#keeps a task type and a queue that became inactive while the product held them constraints: [] depends_on: - CAP-ACC-PRD-002 related: - CAP-ACC-PRD-004 journeys: - JNY-ACC-PRD-004 open_questions: [] evidence: - 'react-console:components/accounting-config/products/product-task-generation-section.tsx' - 'services-accounting:docs/accounting/products.md' - 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md' - 'services-accounting:modules/products/aws/api/products.schemas.ts' - 'services-accounting:modules/products/db/product-task-templates.table.ts' - 'services-accounting:modules/products/services/persistence/products.ts' - 'services-accounting:modules/products/services/persistence/task-configurations.ts' - 'services-accounting:modules/products/services/rules/product-rules.ts' - 'services-accounting:modules/products/tests/e2e/product-features.e2e.spec.js' - >- services-accounting:modules/products/tests/integration/services/persistence/products.features.integration.spec.js - >- services-accounting:modules/products/tests/integration/services/persistence/task-configurations.queries.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-TEN-004, TC-DAT-001, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-002, TC-PI-003, TC-PI-005] exercised_by: [FAS-ACC-PRD-03-01, FAS-ACC-PRD-03-02, FAS-ACC-PRD-03-03, FAS-ACC-PRD-03-04, FAS-ACC-PRD-03-05] suites: [TST-ACC-PRD-006, TST-ACC-PRD-027, TST-ACC-PRD-039] --- # Record the follow-up work a purchase needs ## Purpose Staff describe the work that should follow a purchase in task instructions. ## How It Works Staff describe the work that should follow a purchase in task instructions. Each instruction identifies a CRM task type and may select a queue or assignee. A due interval makes the intended timing explicit. The console uses a dialog and a user chooser to capture those choices. Accounting checks task types and queues against the workspace’s CRM configuration. It preserves inactive references already held by the product. Assignee existence remains unchecked beyond identity format. Saving replaces the instructions together. Actual CRM task creation belongs to Orders and is still a separate proof obligation. ## Relationships This outcome uses create a product with a permanent identity.