--- id: CAP-ACC-TRX-019 title: Maintain customer-specific collection choices feature: FEAT-ACC-TRX-05 product_area: accounting module: transactions revision: 1 status: draft product_intent: proposed implementation_evidence: observed supersedes: [] source_sha: services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8 intent_sources: - 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#D-06' - 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#D-02' purpose: Finance records exceptions to default collection behavior for a CRM party. outcomes: - Finance records exceptions to default collection behavior for a CRM party. - >- Removing the exception restores default behavior. Commerce reads these choices during checkout, while the product should provide a dedicated staff editor. concepts: - CON-ACC-TRX-005 actors: - ACT-ACC-012 - ACT-ACC-002 - ACT-ACC-021 surfaces: - api permissions: - key: accounting.customer-terms.read where_checked: api scope: tenant - key: accounting.customer-terms.manage where_checked: api scope: tenant rules: - id: BR-CAP-ACC-TRX-019-01 proved_by: [ATS-ACC-TRX-017-08, ATS-ACC-TRX-019-01, ATS-ACC-TRX-019-08, TST-ACC-TRX-006, TST-ACC-TRX-088] statement: >- A contact or organization without saved terms receives marked defaults, and each party can have at most one saved terms record. kind: policy enforced_at: - service - database must_prove: true provenance: test source: >- services-accounting:modules/transactions/tests/e2e/customer-terms.e2e.spec.js#it answers the defaults, saying so, before Acme has a record origin: 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#D-06' - id: BR-CAP-ACC-TRX-019-02 proved_by: [ATS-ACC-TRX-019-02, ATS-ACC-TRX-019-08, TST-ACC-TRX-088] statement: >- Creation omits a version and replacement requires the version read; duplicate creation and stale saves fail, while omitted settings revert to defaults. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/transactions/tests/integration/services/persistence/customer-terms.integration.spec.js#it refuses a replacement at a stale version, writing nothing origin: 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#D-06' - id: BR-CAP-ACC-TRX-019-03 proved_by: [ATS-ACC-TRX-017-08, ATS-ACC-TRX-019-03, ATS-ACC-TRX-019-09, TST-ACC-TRX-088] statement: >- Collection choices use fixed vocabularies, allow-lists permit at most fifty unique options with empty meaning unrestricted, and default payment terms must be active within the workspace. kind: validation enforced_at: - api - service - database must_prove: true provenance: observed source: 'services-accounting:modules/transactions/aws/api/customer-terms.schemas.ts:customerTermsPutSchema' origin: 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#D-02' - id: BR-CAP-ACC-TRX-019-04 proved_by: [ATS-ACC-TRX-019-04, TST-ACC-TRX-088] statement: 'Removing terms restores default behavior, and a stale version prevents deletion.' kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-accounting:modules/transactions/tests/integration/services/persistence/customer-terms.integration.spec.js#it refuses a delete at a stale version, keeping the record origin: 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#D-06' - id: BR-CAP-ACC-TRX-019-05 proved_by: [ATS-ACC-TRX-019-05, TST-ACC-TRX-088] statement: Payment terms referenced as a customer default are protected from deletion. kind: invariant enforced_at: - database must_prove: true provenance: test source: >- services-accounting:modules/transactions/tests/integration/services/persistence/customer-terms.integration.spec.js#it keeps terms a party names from being deleted (409, the key) origin: 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#D-06' - id: BR-CAP-ACC-TRX-019-06 proved_by: [ATS-ACC-TRX-019-06, ATS-ACC-TRX-019-08, TST-ACC-TRX-006] statement: >- Terms read and manage authorities are separate, and Commerce can retrieve terms through its billing service at checkout. kind: permission enforced_at: - api must_prove: true provenance: test source: >- services-accounting:modules/transactions/tests/e2e/customer-terms.e2e.spec.js#it refuses the write and the delete without accounting.customer-terms.manage (403), the reader’s key not enough origin: 'services-accounting:docs/architecture/accounting-2.0/02-decisions.md#D-06' - id: BR-CAP-ACC-TRX-019-07 proved_by: [] statement: >- The product should provide a staff editor for customer terms; the current console only shows them alongside financial standing. kind: policy enforced_at: - console must_prove: false provenance: inferred source: 'react-console:lib/accounting/transactions/types.ts' origin: none note: >- The scoped console pages provide no customer-terms editor; the recommendation does not claim implemented enforcement. - id: BR-CAP-ACC-TRX-019-08 proved_by: [ATS-ACC-TRX-019-07, TST-ACC-TRX-088] statement: 'An update lock blocks replacing or deleting customer terms, while a deletion-only lock blocks removal.' kind: validation enforced_at: - service must_prove: true provenance: observed source: 'services-accounting:modules/transactions/services/persistence/customer-terms.ts' origin: none scenarios: - id: SC-CAP-ACC-TRX-019-01 given: An employer remits for staff and uses forty-five-day terms. when: Save its customer terms and create an invoice without requested terms. then: Financial standing includes the saved choices and the invoice derives its forty-five-day due date. provenance: test source: >- services-accounting:modules/transactions/tests/integration/services/invoices/customer-terms-precedence.integration.spec.js#it takes the bill-to’s default terms when the request names none, the due date 45 days after the invoice date - id: SC-CAP-ACC-TRX-019-02 given: Two editors started from the same terms version. when: Save the second editor’s replacement after the first succeeds. then: The obsolete version is rejected and the first saved state remains. provenance: test source: >- services-accounting:modules/transactions/tests/e2e/customer-terms.e2e.spec.js#it refuses a replacement at a stale version: 409 edge_cases: [] depends_on: [] related: - CAP-ACC-TRX-001 - CAP-ACC-TRX-017 - CAP-ACC-TRX-020 journeys: [] evidence: - >- services-accounting at f47cb263875bbc0c5640fba7dae6785ec32695f8: modules/transactions/aws/api/customer-terms.routes.ts (getCustomerTerms, putCustomerTerms, deleteCustomerTerms), customer-terms.schemas.ts; services/customers/customer-terms-rules.ts; services/persistence/customer-terms.ts; db/customer-terms.table.ts; docs/accounting/customers.md ("Customer terms"); aws/accounting.service-functions.ts (the billing function's customer terms read); tests e2e/customer-terms.e2e.spec.js, integration/services/persistence/customer-terms, customer-terms.queries, invoices/customer-terms-precedence, unit/rules/customer-terms-rules. 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-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-DAT-004, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-PI-001, TC-PI-003, TC-PI-005, TC-PRV-001, TC-PRV-002] exercised_by: [FAS-ACC-TRX-05-01, FAS-ACC-TRX-05-03, FAS-ACC-TRX-05-04] suites: [TST-ACC-TRX-006, TST-ACC-TRX-088] --- # Maintain customer-specific collection choices ## Purpose Finance records exceptions to default collection behavior for a CRM party. ## How It Works Staff read the party’s saved terms or the marked defaults. Creating an exception produces one customer-terms record. Replacing it requires the version the editor read and supplies the complete intended settings. Missing settings return to their defaults rather than retaining earlier overrides. Invalid terms or protected records prevent the write. Removing the exception restores default behavior. Commerce reads these choices during checkout, while the product should provide a dedicated staff editor. ## Relationships - Issue customer bills and numbered quotes supplies or continues the related financial work. - Explain a customer’s current financial position supplies or continues the related financial work. - Coordinate financial commands across applications supplies or continues the related financial work.