--- id: CAP-ACC-PRD-018 title: Maintain the tax default for a product kind feature: FEAT-ACC-PRD-04 product_area: accounting module: products revision: 5 status: draft product_intent: out-of-scope implementation_evidence: observed supersedes: - react-console acceptance inventory CAP-ACC-PRD-016 - react-console acceptance inventory RUL-ACC-PRD-047 - react-console acceptance inventory RUL-ACC-PRD-053 source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-accounting:docs/migrations/accounting-modernization/products-shared/README.md#D-7' - 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D4' - 'services-accounting:docs/milestones/plans/ACCT-realignment-2026-10-22.md#D-T2' purpose: A tax administrator chooses a default class for a product kind. outcomes: - Tax defaults provide fallback classification during the ownership transfer. concepts: - CON-ACC-PRD-004 actors: - ACT-ACC-009 - ACT-ACC-007 - ACT-ACC-011 surfaces: - console - api permissions: - key: accounting.tax-classes.read where_checked: api scope: tenant - key: accounting.tax-classes.update where_checked: api scope: tenant - key: accounting.tax-classes.delete where_checked: api scope: tenant rules: - id: BR-CAP-ACC-PRD-018-01 proved_by: [ATS-ACC-PRD-003-05, ATS-ACC-PRD-015-17, ATS-ACC-PRD-018-01, ATS-ACC-PRD-018-09, TST-ACC-PRD-029, TST-ACC-PRD-042] statement: >- Tax-class resolution uses the setup assignment first, the workspace’s default for the kind second and no class otherwise. kind: calculation enforced_at: - service - database must_prove: true provenance: test source: >- services-accounting:modules/products/tests/e2e/products-shared-base.e2e.spec.js#lets the product’s own accounting setup class win over the type default origin: 'services-accounting:docs/migrations/accounting-modernization/products-shared/README.md#D-7' - id: BR-CAP-ACC-PRD-018-02 proved_by: [ATS-ACC-PRD-018-02, TST-ACC-PRD-029, TST-ACC-PRD-042] statement: >- A workspace holds at most one default per registered kind, including inactive kinds, and cannot change the default’s kind. kind: invariant enforced_at: - service - database must_prove: true provenance: test source: >- services-accounting:modules/products/tests/integration/services/persistence/products.shared-base.integration.spec.js#refuses an unknown type, an unknown class and an inactive class newly chosen, and keeps an inactive class once held origin: 'services-accounting:docs/migrations/accounting-modernization/products-shared/README.md#D-7' - id: BR-CAP-ACC-PRD-018-03 proved_by: [ATS-ACC-PRD-018-02, TST-ACC-PRD-029, TST-ACC-PRD-042] statement: >- A newly selected default class must be an active workspace class, while an already held retired class remains acceptable. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/products/tests/integration/services/persistence/products.shared-base.integration.spec.js#refuses an unknown type, an unknown class and an inactive class newly chosen, and keeps an inactive class once held origin: 'services-accounting:docs/migrations/accounting-modernization/products-shared/README.md#D-7' - id: BR-CAP-ACC-PRD-018-04 proved_by: [ATS-ACC-PRD-018-03, TST-ACC-PRD-029, TST-ACC-PRD-042] statement: >- First-time default assignment omits a version and subsequent replacement requires the current read version. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/products/tests/e2e/products-shared-base.e2e.spec.js#replaces the default at the version read, lists it, and refuses a stale version 409 origin: none - id: BR-CAP-ACC-PRD-018-05 proved_by: [ATS-ACC-PRD-018-04, ATS-ACC-PRD-018-09, TST-ACC-PRD-029, TST-ACC-PRD-042] statement: >- Removing a default leaves products without setup assignments with no resolved class, and a repeat removal returns not found. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/products/tests/e2e/products-shared-base.e2e.spec.js#removes the default, 200 then 404, after which a package without a setup class is taxed under none origin: 'services-accounting:docs/migrations/accounting-modernization/products-shared/README.md#D-7' - id: BR-CAP-ACC-PRD-018-06 proved_by: [ATS-ACC-PRD-018-05, TST-ACC-PRD-029, TST-ACC-PRD-042] statement: A tax class referenced by a product-kind default cannot be deleted. kind: invariant enforced_at: - database must_prove: true provenance: test source: >- services-accounting:modules/products/tests/e2e/products-shared-base.e2e.spec.js#refuses deleting a tax class only a default names, 409 with the sentence, and allows it once the default is gone origin: none - id: BR-CAP-ACC-PRD-018-07 proved_by: [ATS-ACC-PRD-018-06, ATS-ACC-PRD-018-08, TST-ACC-PRD-042] statement: >- A combined update-and-delete lock blocks both operations on a default, while a delete-only lock permits replacement. kind: permission enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/products/tests/integration/services/persistence/products.shared-base.integration.spec.js#refuses replacing or deleting a locked default origin: none - id: BR-CAP-ACC-PRD-018-08 proved_by: [ATS-ACC-PRD-018-07, TST-ACC-PRD-029] statement: Tax defaults require tax-class permissions rather than product permissions. kind: permission enforced_at: - api must_prove: true provenance: test source: >- services-accounting:modules/products/tests/e2e/products-shared-base.e2e.spec.js#refuses a caller with product rights alone (tax configuration needs the tax-classes keys) origin: none - id: BR-CAP-ACC-PRD-018-09 proved_by: [] statement: >- Documented line behavior freezes the resolved class when no explicit invoice or memo line class is supplied. kind: policy enforced_at: [] must_prove: false provenance: documented source: 'services-accounting:docs/accounting/products.md#Tax class (2026-10-18)' origin: 'services-accounting:docs/migrations/accounting-modernization/products-shared/README.md#D-7' - id: BR-CAP-ACC-PRD-018-10 proved_by: [] statement: >- The product should move tax-class ownership, product-kind defaults and product assignments to Commerce and remove tax classification from Accounting’s editor. kind: policy enforced_at: [] must_prove: false provenance: documented source: 'services-accounting:docs/milestones/plans/ACCT-realignment-2026-10-22.md#D-T2' origin: 'services-accounting:docs/milestones/plans/ACCT-realignment-2026-10-22.md#D-T2' scenarios: - id: SC-CAP-ACC-PRD-018-01 given: Membership packages have no kind default. when: A tax administrator assigns their standard class. then: Unassigned packages resolve the default while a package with its own class keeps that assignment. provenance: test source: >- services-accounting:modules/products/tests/e2e/products-shared-base.e2e.spec.js#sets a default for membership packages, after which a package without a setup class is taxed under it edge_cases: [] constraints: [] depends_on: - CAP-ACC-PRD-015 related: - CAP-ACC-PRD-003 journeys: [] open_questions: - OQ-ACC-PRD-001 evidence: - 'react-console:components/accounting-config/products/product-tax-class-field.tsx' - 'react-console:components/configuration/tax/product-type-tax-classes-panel.tsx' - 'react-console:lib/configuration/areas.ts' - 'services-accounting:aws/accounting.service.ts' - 'services-accounting:docs/accounting/products.md' - 'services-accounting:docs/migrations/accounting-modernization/products-shared/README.md' - 'services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md' - 'services-accounting:docs/milestones/plans/ACCT-realignment-2026-10-22.md' - 'services-accounting:modules/products/aws/api/products.routes.ts' - 'services-accounting:modules/products/db/product-type-tax-classes.table.ts' - 'services-accounting:modules/products/services/persistence/product-type-tax-classes.ts' - 'services-accounting:modules/products/tests/e2e/products-shared-base.e2e.spec.js' - >- services-accounting:modules/products/tests/integration/services/persistence/products.shared-base.integration.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-DAT-001, TC-DAT-004, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-PI-001, TC-PI-003, TC-PI-005] exercised_by: [FAS-ACC-PRD-04-02, FAS-ACC-PRD-04-04] suites: [TST-ACC-PRD-029, TST-ACC-PRD-042] --- # Maintain the tax default for a product kind ## Purpose A tax administrator chooses a default class for a product kind. ## How It Works A tax administrator chooses a default class for a product kind. Products with their own setup assignment continue to use that assignment. The default applies when the product has none. New classes must be active in the workspace, while a held class can survive retirement. Replacement uses the default’s own version. Locks restrict updates and deletion differently. Removing the default changes future resolution without changing stored product identities. This built Accounting surface remains recorded during the approved transfer to Commerce. The product should establish one tax owner and preserve existing assignments through that transfer. ## Relationships This outcome uses assign a product’s accounting treatment.