--- id: ATS-CRM-ACT-005 scope: CAP-CRM-ACT-005 product_area: crm module: activities-tasks revision: 2 status: proposed approved_by: null approved_at: null source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f scenarios: - id: ATS-CRM-ACT-005-01 title: Require record and activity read authority level: api proves: - BR-CAP-CRM-ACT-005-01 preconditions: Callers independently lack activity or related-record read rights. steps: Request timelines and summaries. expected: Each unauthorized request returns Forbidden. negative: true data_needs: Each run creates and isolates the records it needs. bound_to: - >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#refuses a timeline to a caller who may not read the contact: 403 - >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#refuses a contact’s timeline summary to a caller without crm.activities.read: 403 - >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#refuses an organization’s timeline summary to a caller who may not read the organization: 403 provenance: test source: >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#refuses a timeline to a caller who may not read the contact: 403 - id: ATS-CRM-ACT-005-02 title: Combine timeline kinds in the correct sections level: api proves: - BR-CAP-CRM-ACT-005-02 - BR-CAP-CRM-ACT-005-03 preconditions: A record has activities in each status and open and closed tasks. steps: Read Upcoming and History. expected: >- The streams follow their ordering and tasks use their defined calendar-day positions. negative: false data_needs: Each run creates and isolates the records it needs. bound_to: - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#lists the history newest first: completed and cancelled activities and closed tasks - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#lists the upcoming soonest first: the overdue scheduled activity, then open tasks and scheduled activities in time order - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#answers a task item whole: its envelope at the start of its day in the tenant’s zone, and the task - >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#answers a contact’s upcoming soonest first, the open task among the scheduled activities provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#lists the history newest first: completed and cancelled activities and closed tasks - id: ATS-CRM-ACT-005-03 title: Omit task information without task read permission level: api proves: - BR-CAP-CRM-ACT-005-04 preconditions: A record has related tasks and the caller cannot read tasks. steps: Read its timeline and summary. expected: Task entries and task counts are absent. negative: true data_needs: Each run creates and isolates the records it needs. bound_to: - >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#leaves the tasks out for a caller who may not read tasks - >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#leaves the task counts out of the summary for a caller who may not read tasks - >- services-crm:modules/activities/tests/integration/services/persistence/timelines.queries.integration.spec.js#leaves the task counts, the assignees and the open tasks out for a caller who may not read tasks provenance: test source: >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#leaves the tasks out for a caller who may not read tasks - id: ATS-CRM-ACT-005-04 title: Count and display shared interactions once per record level: api proves: - BR-CAP-CRM-ACT-005-05 preconditions: One activity links three contacts and an organization. steps: Read each record’s timeline and summary. expected: Each receives one entry and one contribution to its counts. negative: false data_needs: Each run creates and isolates the records it needs. bound_to: - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#shows the activity linked to three contacts and an organization once on each of the four timelines - >- services-crm:modules/activities/tests/integration/services/persistence/timelines.queries.integration.spec.js#counts the activity linked to three contacts and an organization once on each of the four summaries provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#shows the activity linked to three contacts and an organization once on each of the four timelines - id: ATS-CRM-ACT-005-05 title: Search visible text without accent or case sensitivity level: api proves: - BR-CAP-CRM-ACT-005-07 preconditions: 'Notes contain accented text, uppercase text and escaped ampersands.' steps: Search equivalent plain text and text occurring only in markup encoding. expected: Visible equivalents match and encoding-only text does not. negative: false data_needs: Each run creates and isolates the records it needs. bound_to: - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#finds “Café” by “cafe” - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#finds a body stored as “Tom & Jerry” by “Tom & Jerry” - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#finds “ILGAZ” by “ılgaz”, the dotless ı read as i - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#finds nothing by “amp”, which only the stored entity spells provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#finds “Café” by “cafe” - id: ATS-CRM-ACT-005-06 title: Continue merged timeline pages without repetition level: api proves: - BR-CAP-CRM-ACT-005-08 preconditions: The fixture contains 90 activities and 40 closed tasks. steps: Read successive pages of 25 entries. expected: All 130 entries appear once in order across six pages. negative: false data_needs: Each run creates and isolates the records it needs. bound_to: - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#answers every item exactly once, in order, across pages of 25 that interleave the two sources - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#answers six pages of 25, 25, 25, 25, 25 and 5 provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#answers every item exactly once, in order, across pages of 25 that interleave the two sources - id: ATS-CRM-ACT-005-07 title: Flag past scheduled work level: api proves: - BR-CAP-CRM-ACT-005-09 preconditions: A scheduled activity is past and an open task was due yesterday. steps: Read Upcoming. expected: Both entries carry overdue flags. negative: false data_needs: Each run creates and isolates the records it needs. bound_to: - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#marks an overdue scheduled activity and an overdue open task as overdue provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#marks an overdue scheduled activity and an overdue open task as overdue - id: ATS-CRM-ACT-005-08 title: Aggregate the full record independently of pages level: api proves: - BR-CAP-CRM-ACT-005-11 preconditions: A record contains mixed activity and task statuses and owners. steps: Read its timeline summary. expected: >- Type and status counts, bounded actor choices and upcoming totals match the full fixture. negative: false data_needs: Each run creates and isolates the records it needs. bound_to: - >- services-crm:modules/activities/tests/integration/services/persistence/timelines.queries.integration.spec.js#counts a contact’s mix by type, by status, its owners and assignees, its upcoming items and its tasks - >- services-crm:modules/activities/tests/integration/services/persistence/timelines.queries.integration.spec.js#names at most 200 owners, the first by id - >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#counts the summary’s upcoming items as the scheduled activities and the open tasks provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/timelines.queries.integration.spec.js#counts a contact’s mix by type, by status, its owners and assignees, its upcoming items and its tasks - id: ATS-CRM-ACT-005-09 title: Hide foreign record existence level: api proves: - BR-CAP-CRM-ACT-005-12 preconditions: The requested contact belongs to another workspace. steps: Request its timeline and summary. expected: Both requests report Not Found. negative: true data_needs: Each run creates and isolates the records it needs. bound_to: - >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#answers 404 for a contact the tenant does not have - >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#answers 404 for the summary of a contact the tenant does not have - >- services-crm:modules/activities/tests/integration/services/persistence/activities.queries.integration.spec.js#refuses the timeline of another tenant’s contact as one the tenant does not have provenance: test source: >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#answers 404 for a contact the tenant does not have - id: ATS-CRM-ACT-005-10 title: Identify a merged record’s survivor level: api proves: - BR-CAP-CRM-ACT-005-12 preconditions: Two contacts have been merged. steps: Request the former contact’s timeline. expected: The response reports Gone and identifies the survivor. negative: true data_needs: Each run creates and isolates the records it needs. bound_to: - >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0720.spec.ts#CRM-ACC-0720 provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0720.spec.ts#CRM-ACC-0720 evidence: - >- Pinned service assertions and proposed proof cases are identified in the scenario sources and bindings. - >- Pinned console assertions and proposed proof cases are identified in the scenario sources and bindings. --- # Read past interactions and upcoming work on a record timeline: Acceptance Test Set ## Coverage Bound scenarios identify existing assertions; unbound scenarios remain proposed proof. Static inspection does not establish a passing execution. | Rule | Proof Scenario Or Gap | |---|---| | `BR-CAP-CRM-ACT-005-01` | `ATS-CRM-ACT-005-01` | | `BR-CAP-CRM-ACT-005-02` | `ATS-CRM-ACT-005-02` | | `BR-CAP-CRM-ACT-005-03` | `ATS-CRM-ACT-005-02` | | `BR-CAP-CRM-ACT-005-04` | `ATS-CRM-ACT-005-03` | | `BR-CAP-CRM-ACT-005-05` | `ATS-CRM-ACT-005-04` | | `BR-CAP-CRM-ACT-005-07` | `ATS-CRM-ACT-005-05` | | `BR-CAP-CRM-ACT-005-08` | `ATS-CRM-ACT-005-06` | | `BR-CAP-CRM-ACT-005-09` | `ATS-CRM-ACT-005-07` | | `BR-CAP-CRM-ACT-005-11` | `ATS-CRM-ACT-005-08` | | `BR-CAP-CRM-ACT-005-12` | `ATS-CRM-ACT-005-09`, `ATS-CRM-ACT-005-10` | | `BR-CAP-CRM-ACT-005-13` | no scenario: `FND-CRM-ACT-028` | | `BR-CAP-CRM-ACT-005-14` | no scenario: `FND-CRM-ACT-028` |