--- id: CAP-COM-ORD-002 title: Select and preserve the sale’s checkout policy feature: FEAT-COM-ORD-01 product_area: commerce module: orders revision: 1 status: draft product_intent: confirmed implementation_evidence: observed supersedes: - CAP-COM-CHK-016 - CAP-COM-CHK-007 source_sha: services-commerce: c8b66a98e2490617aec38ba5c8165dd9bd0a8f9b react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-commerce:docs/milestones/COMM-M1-set-up-what-you-sell.md#D9' - 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#A6' - 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#COMM-M2-X02' purpose: Staff establish the commercial settings for a sale and retain them as part of its history. outcomes: - Staff can explain the currency and business unit selected for a cart. - An existing order retains the commercial policy recorded at sale. concepts: - CON-COM-ORD-001 - CON-COM-ORD-002 actors: - ACT-COM-014 - ACT-COM-016 surfaces: - console - api preconditions: [] postconditions: [] permissions: - key: commerce.checkouts.update where_checked: api scope: tenant - key: commerce.checkouts.create where_checked: api scope: tenant rules: - id: BR-CAP-COM-ORD-002-01 proved_by: [ATS-COM-ORD-001-19, ATS-COM-ORD-002-01, ATS-COM-ORD-005-19, TST-COM-ORD-033] statement: >- Policy resolution uses an explicit choice, then the store, the first main item’s selling context, its application default and the workspace default, recording the source of the result. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#takes the tenant default when the item’s application has no default, source tenant_default: an item without a context resolves by its participant origin: 'services-commerce:docs/milestones/COMM-M1-set-up-what-you-sell.md#D9' - id: BR-CAP-COM-ORD-002-02 proved_by: [ATS-COM-ORD-001-15, ATS-COM-ORD-002-02, ATS-COM-ORD-002-10, TST-COM-ORD-033] statement: >- A conflicting policy resolved by a main item prevents both cart creation and later addition, identifies the two policies and stores no conflicting item. kind: invariant enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#refuses a later main item whose context resolves another profile, 409 ordering_profile_conflict naming both, nothing added origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#A6' - id: BR-CAP-COM-ORD-002-03 proved_by: [ATS-COM-ORD-002-08, TST-COM-ORD-033] statement: Items attached to a bundle parent do not determine the cart’s checkout policy. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#ignores a bundled item (one with a parent) when deciding, and decides at a later add origin: none - id: BR-CAP-COM-ORD-002-04 proved_by: [ATS-COM-ORD-002-03, TST-COM-ORD-033] statement: >- Only staff can explicitly switch an open cart to an existing active policy, updating its currency and history; an item that locks the policy prevents the switch. kind: permission enforced_at: - api - service must_prove: true provenance: test source: >- services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#lets staff switch it explicitly, the currency following, audited; never a portal member origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#A6' - id: BR-CAP-COM-ORD-002-05 proved_by: [ATS-COM-ORD-002-09, TST-COM-ORD-033] statement: >- An explicit staff policy choice allows items whose selling contexts would otherwise resolve another policy. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#takes an item of another context under an EXPLICIT profile: staff chose, the items’ own contexts are not held against it origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#A6' - id: BR-CAP-COM-ORD-002-06 proved_by: [ATS-COM-ORD-002-04, TST-COM-ORD-033] statement: An explicitly selected policy rejects a requested currency that differs from its own. kind: validation enforced_at: - api - service must_prove: true provenance: test source: >- services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#carries the profile named on the create with source explicit, and refuses a currency that is not the profile’s, 400 currency_mismatch origin: none - id: BR-CAP-COM-ORD-002-07 proved_by: [ATS-COM-ORD-002-05, TST-COM-ORD-033] statement: >- Placement stops until a checkout policy can be resolved, and a cart with a policy still fails placement when it contains no items. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#refuses placing without a profile, 409 placement_refused with ordering_profile_required, the refusal on the trail; then places once staff name one origin: none - id: BR-CAP-COM-ORD-002-08 proved_by: [ATS-COM-ORD-002-06, ATS-COM-ORD-002-11, ATS-COM-ORD-002-12, ATS-COM-ORD-005-15, TST-COM-ORD-033] statement: >- Placement preserves the selected policy’s identity, version, origin, context and settlement settings on the order, independently of later policy edits. kind: invariant enforced_at: - service - database must_prove: true provenance: test source: >- services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#keeps a placed order’s snapshot when the profile is edited afterwards: the profile moves to version 2, the order stays at 1 with its rules (D24) origin: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#COMM-M2-X02' - id: BR-CAP-COM-ORD-002-09 proved_by: [ATS-COM-ORD-002-07, TST-COM-ORD-138] statement: >- Main item applications determine the order classification: one application supplies its kind, multiple applications produce a mixed order, and no application produces a general order. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-commerce:modules/orders/tests/unit/placement/classify-order.spec.js#classifies an order whose item lines two applications sold as mixed, the kinds in line order origin: none - id: BR-CAP-COM-ORD-002-10 proved_by: [] statement: Policy-resolution errors use the customer terms checkout policy and workspace. kind: policy enforced_at: - service must_prove: false provenance: test source: >- services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#says checkout policy and workspace, never ordering profile or tenant, when nothing resolves one (COMM-M2 R2-5) origin: none scenarios: - id: SC-CAP-COM-ORD-002-01 given: A conference cart receives a membership renewal with a different policy context. when: 'Staff first add the conflicting renewal, then explicitly select the required policy.' then: 'The conflict blocks the first addition, while the deliberate staff choice permits it.' provenance: unknown source: FND-COM-ORD-032 edge_cases: [] constraints: [] depends_on: [] related: - CAP-COM-ORD-001 - CAP-COM-ORD-005 - CAP-COM-ORD-007 journeys: - JNY-COM-ORD-001 open_questions: [] evidence: - 'Examined reference: services-commerce:docs/milestones/COMM-M1-set-up-what-you-sell.md#D9' - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M2-plan.md#A6' - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M2-plan.md#COMM-M2-X02' - >- Examined reference: services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#carries the profile named on the create with source explicit, and refuses a currency that is not the profile’s, 400 currency_mismatch - >- Examined reference: services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#ignores a bundled item (one with a parent) when deciding, and decides at a later add - >- Examined reference: services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#keeps a placed order’s snapshot when the profile is edited afterwards: the profile moves to version 2, the order stays at 1 with its rules (D24) - >- Examined reference: services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#lets staff switch it explicitly, the currency following, audited; never a portal member - >- Examined reference: services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#refuses a later main item whose context resolves another profile, 409 ordering_profile_conflict naming both, nothing added - >- Examined reference: services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#refuses placing without a profile, 409 placement_refused with ordering_profile_required, the refusal on the trail; then places once staff name one - >- Examined reference: services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#says checkout policy and workspace, never ordering profile or tenant, when nothing resolves one (COMM-M2 R2-5) - >- Examined reference: services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#takes an item of another context under an EXPLICIT profile: staff chose, the items’ own contexts are not held against it - >- Examined reference: services-commerce:modules/checkout/tests/e2e/ordering-profile-resolution.e2e.spec.js#takes the tenant default when the item’s application has no default, source tenant_default: an item without a context resolves by its participant - >- Examined reference: services-commerce:modules/orders/tests/unit/placement/classify-order.spec.js#classifies an order whose item lines two applications sold as mixed, the kinds in line order controls: [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-TEN-004, TC-CRY-001, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005, TC-PRV-001, TC-PRV-002] exercised_by: [FAS-COM-ORD-01-01, FAS-COM-ORD-01-04] suites: [TST-COM-ORD-033, TST-COM-ORD-138] --- # Select and preserve the sale’s checkout policy ## Purpose Staff establish the commercial settings for a sale and retain them as part of its history. Later configuration can govern future business without obscuring earlier sales. ## How It Works The clerk sees the policy selected for the cart and where that selection comes from. Commerce considers the declared selling context and the defaults available to the workspace. A conflicting item prompts the clerk to resolve the policy rather than continue with an ambiguous sale. An authorized staff choice can establish a different policy. Placement records the selected settings with the order. Readers can later distinguish the sale’s preserved policy from current configuration. ## Relationships Cart construction supplies selling contexts, while payment and billing use the preserved policy to process the resulting order.