--- id: JNY-COM-ORD-003 title: A manager locates a purchase and reviews its balance feature: FEAT-COM-ORD-03 product_area: commerce module: orders revision: 1 status: draft product_intent: confirmed implementation_evidence: observed supersedes: - COM-ACC-0853 - COM-ACC-0854 - COM-ACC-0855 - COM-ACC-0867 - COM-ACC-0861 - COM-ACC-0036 - COM-ACC-0037 source_sha: services-commerce: c8b66a98e2490617aec38ba5c8165dd9bd0a8f9b react-console: baf6dae382d6f41dce976c7f848667ccc37e076f actor: ACT-COM-015 goal: Locate a customer purchase without knowing its order number and determine whether an amount remains due. capabilities: - CAP-COM-ORD-010 - CAP-COM-ORD-011 screens: - '/console/{tenantId}/orders' - '/console/{tenantId}/orders/{orderId}' steps: - 'n': 1 surface: '/console/{tenantId}/orders' action: Choose Orders within Orders and Inventory. capability: CAP-COM-ORD-010 expected: 'The paged table presents recent purchases first, including the customer, state, total and balance.' provenance: test source: >- services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#lists every order of the tenant newest placed first, and none of another tenant’s - 'n': 2 surface: listOrders action: Enter a fragment of the customer’s name. capability: CAP-COM-ORD-010 expected: Name matching finds the customer’s purchases regardless of case. provenance: test source: >- services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#finds an order by part of its buyer’s name in any case - 'n': 3 surface: listOrders action: Apply the Unpaid view and the preceding week’s date range. capability: CAP-COM-ORD-010 expected: Results include owing or unbilled purchases within the dates and exclude voided ones. provenance: test source: >- services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#filters the unpaid orders: owing or not yet billed, never a voided one - 'n': 4 surface: '/console/{tenantId}/orders/{orderId}' action: Follow the order number into its detail view. capability: CAP-COM-ORD-010 expected: The money panel presents the supplied Accounting position and a link to the associated invoice. provenance: test source: >- react-console:components/console/order/__tests__/order-360-live-cards.test.tsx#shows the totals with the promotion's name, the money, and the invoice as a link to Accounting alternates: - from_step: 2 condition: The manager knows the order number path: Search the number with or without its display prefix outcome: The matching purchase appears provenance: test source: >- services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#finds an order by its display number with or without the ORD- prefix failures: - from_step: 1 condition: The caller lacks permission to read orders path: Refuse the order-list request outcome: The request does not disclose order data provenance: test source: >- services-commerce:modules/checkout/tests/e2e/checkout-security.e2e.spec.js#refuses a caller without commerce.orders.read the list, 403 permission_missing rules_in_play: - BR-CAP-COM-ORD-010-01 - BR-CAP-COM-ORD-010-02 - BR-CAP-COM-ORD-010-03 - BR-CAP-COM-ORD-010-06 - BR-CAP-COM-ORD-010-07 - BR-CAP-COM-ORD-010-08 - BR-CAP-COM-ORD-011-02 assertions: - id: AS-JNY-COM-ORD-003-01 statement: Pagination presents the purchases in newest-first order without omissions or duplicate rows. provenance: test source: >- services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#pages with a limit and says whether another page follows - id: AS-JNY-COM-ORD-003-02 statement: Search supports the display number and case-insensitive customer-name fragments. provenance: test source: >- services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#finds an order by part of its buyer’s name in any case - id: AS-JNY-COM-ORD-003-03 statement: The balance displayed in the table is the balance provided in its order data. provenance: test source: >- react-console:components/commerce/orders/__tests__/orders-list-screen.test.tsx#shows the number, the customer, the status, the total and the balance due e2e_policy: required e2e_reason: >- A browser journey must connect the live list, filters and detail view after refresh to prove staff can find an existing purchase again. evidence: - >- Examined reference: react-console:components/commerce/orders/__tests__/orders-list-screen.test.tsx#shows the number, the customer, the status, the total and the balance due - >- Examined reference: react-console:components/console/order/__tests__/order-360-live-cards.test.tsx#shows the totals with the promotion's name, the money, and the invoice as a link to Accounting - >- Examined reference: services-commerce:modules/checkout/tests/e2e/checkout-security.e2e.spec.js#refuses a caller without commerce.orders.read the list, 403 permission_missing - >- Examined reference: services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#filters the unpaid orders: owing or not yet billed, never a voided one - >- Examined reference: services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#finds an order by its display number with or without the ORD- prefix - >- Examined reference: services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#finds an order by part of its buyer’s name in any case - >- Examined reference: services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#lists every order of the tenant newest placed first, and none of another tenant’s - >- Examined reference: services-commerce:modules/orders/tests/integration/services/persistence/orders.queries.integration.spec.js#pages with a limit and says whether another page follows proved_by: [] --- # A manager locates a purchase and reviews its balance ## Story A manager remembers the customer but lacks the order number. They search the Orders table, narrow the dates and use the Unpaid view to locate the purchase. Following the result opens the order, where the manager can inspect its balance and Accounting invoice link.