--- id: FAS-ACC-REC-06 title: Period Assessment and Daily Summary acceptance feature: FEAT-ACC-REC-06 product_area: accounting module: reconciliation revision: 1 status: proposed product_intent: proposed source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f capabilities: - CAP-ACC-REC-018 - CAP-ACC-REC-019 scenarios: - id: FAS-ACC-REC-06-01 title: Daily progress and period review serve the selected unit kind: behaviour exercises: - CAP-ACC-REC-018 - CAP-ACC-REC-019 relies_on: - ATS-ACC-REC-018-01 - ATS-ACC-REC-019-01 preconditions: 'Two units have different deposits, outstanding money and blockers.' steps: - do: 'Select one unit, read its overview and assess its period, then select the other.' expect: Each response reflects the selected financial context and the period assessment remains read-only. provenance: proposed source: - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-018-tell-month-end-close-what-stops-a-period-from-closing.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-019-see-the-state-of-reconciliation-at-a-glance.md expected: Each response reflects the selected financial context and the period assessment remains read-only. negative: false data_needs: 'Run-owned financial context and records, current versions and separate callers with the stated grants.' bound_to: [] provenance: proposed source: - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-018-tell-month-end-close-what-stops-a-period-from-closing.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-019-see-the-state-of-reconciliation-at-a-glance.md - id: FAS-ACC-REC-06-02 title: A current summary does not substitute for a period assessment kind: interaction exercises: - CAP-ACC-REC-018 - CAP-ACC-REC-019 relies_on: - ATS-ACC-REC-018-02 - ATS-ACC-REC-019-01 preconditions: A prior-period deposit is finalized today while a different prior-period payout remains unexplained. steps: - do: Read today’s overview and assess the prior period. expect: >- Current completion appears in progress while the remaining prior-period payout still blocks its assessment. provenance: proposed source: - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-018-tell-month-end-close-what-stops-a-period-from-closing.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-019-see-the-state-of-reconciliation-at-a-glance.md expected: >- Current completion appears in progress while the remaining prior-period payout still blocks its assessment. negative: false data_needs: 'Run-owned financial context and records, current versions and separate callers with the stated grants.' bound_to: [] provenance: proposed source: - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-018-tell-month-end-close-what-stops-a-period-from-closing.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-019-see-the-state-of-reconciliation-at-a-glance.md - id: FAS-ACC-REC-06-03 title: Completion changes both review surfaces kind: lifecycle exercises: - CAP-ACC-REC-018 - CAP-ACC-REC-019 relies_on: - ATS-ACC-REC-018-02 - ATS-ACC-REC-019-01 preconditions: A selected unit has an open explanation of an in-period payout. steps: - do: 'Read both views, balance and approve the explanation, post its requests and read both again.' expect: >- The overview shows completion and the assessment no longer carries the payout or pending-posting finding. provenance: proposed source: - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-018-tell-month-end-close-what-stops-a-period-from-closing.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-019-see-the-state-of-reconciliation-at-a-glance.md expected: >- The overview shows completion and the assessment no longer carries the payout or pending-posting finding. negative: false data_needs: 'Run-owned financial context and records, current versions and separate callers with the stated grants.' bound_to: [] provenance: proposed source: - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-018-tell-month-end-close-what-stops-a-period-from-closing.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-019-see-the-state-of-reconciliation-at-a-glance.md - id: FAS-ACC-REC-06-04 title: Read permission permits review without closing the period kind: permission exercises: - CAP-ACC-REC-018 - CAP-ACC-REC-019 relies_on: - ATS-ACC-REC-018-01 - ATS-ACC-REC-019-04 preconditions: A reader has reconciliation read permission and another caller has Accounting access alone. steps: - do: Open summary and readiness as each caller and inspect available commands. expect: >- The reader can inspect without a close command; Accounting access alone cannot read either service view. provenance: proposed source: - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-018-tell-month-end-close-what-stops-a-period-from-closing.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-019-see-the-state-of-reconciliation-at-a-glance.md expected: The reader can inspect without a close command; Accounting access alone cannot read either service view. negative: true data_needs: 'Run-owned financial context and records, current versions and separate callers with the stated grants.' bound_to: [] provenance: proposed source: - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-018-tell-month-end-close-what-stops-a-period-from-closing.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-019-see-the-state-of-reconciliation-at-a-glance.md - id: FAS-ACC-REC-06-05 title: Live review uses persisted records through reload kind: regression exercises: - CAP-ACC-REC-018 - CAP-ACC-REC-019 relies_on: - ATS-ACC-REC-018-10 - ATS-ACC-REC-019-05 preconditions: A deposit is created and independently approved through the API. steps: - do: 'Visit the Reconciliation Center tabs, reload the payout tab and inspect Close Readiness.' expect: >- The saved payout remains visible after reload and readiness presents service findings without prototype close controls. provenance: test source: 'react-console:acceptance/accounting/playwright/journeys/reconciliation-close/ACT-ACC-0623.spec.ts' expected: >- The saved payout remains visible after reload and readiness presents service findings without prototype close controls. negative: true data_needs: 'Run-owned financial context and records, current versions and separate callers with the stated grants.' bound_to: - TST-ACC-REC-019 provenance: test source: 'react-console:acceptance/accounting/playwright/journeys/reconciliation-close/ACT-ACC-0623.spec.ts' evidence: - specs/accounting/reconciliation/planning/features/FEAT-ACC-REC-06-close-readiness-and-overview.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-018-tell-month-end-close-what-stops-a-period-from-closing.md - >- specs/accounting/reconciliation/planning/capabilities/CAP-ACC-REC-019-see-the-state-of-reconciliation-at-a-glance.md --- # Period Assessment and Daily Summary: Feature Acceptance Suite ## What the Feature Must Do as a Whole Daily progress and period review serve the selected unit. The feature cases use shared financial records so that a successful action remains meaningful when staff inspect or continue the work. Permission and regression cases revisit that same outcome when access or a known failure changes the path. ## Interactions Between Capabilities A current summary does not substitute for a period assessment. Read today’s overview and assess the prior period. Proposed chains require executable proof as a whole; separately bound capability outcomes do not establish their combined execution. ## Regression Record | Revision | Change | Scenario | Why | |---|---|---|---| | 1 | initial | all | Establish cumulative feature coverage from the landed planning and design contracts. |