--- id: CAP-CRM-ACT-003 title: Correct or delete an activity with protection against stale edits feature: FEAT-CRM-ACT-01 product_area: crm module: activities-tasks revision: 2 status: draft product_intent: proposed implementation_evidence: observed supersedes: - react-console acceptance inventory CAP-CRM-ACT-002 source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#E-09' - 'services-crm:docs/milestones/CRM-M1-contacts-and-organizations.md#D-05' - 'services-crm:docs/migrations/activities/README.md#D9' purpose: Staff amend an interaction without overwriting a newer correction. outcomes: - Changes limited to the intended details - Conflicts that preserve newer work - Shared entries editable by authorized colleagues concepts: - CON-CRM-ACT-001 actors: - ACT-CRM-001 - ACT-CRM-004 surfaces: - console - api - job preconditions: - The workspace contains the activity being changed. postconditions: - >- The save advances the activity version, or deletion removes the activity and its links. permissions: - key: crm.activities.read where_checked: api scope: tenant - key: crm.activities.update where_checked: api scope: tenant - key: crm.activities.delete where_checked: api scope: tenant - key: crm.activities.update where_checked: console scope: tenant - key: crm.activities.delete where_checked: console scope: tenant rules: - id: BR-CAP-CRM-ACT-003-01 proved_by: [ATS-CRM-ACT-003-01, ATS-CRM-ACT-003-09, TST-CRM-ACT-002, TST-CRM-ACT-007] statement: >- An edit must use the version read, and a stale version causes a conflict without changing the activity. kind: validation enforced_at: - api - service must_prove: true provenance: test source: >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#refuses a replace of a version it has moved on from: 409 origin: 'services-crm:docs/milestones/CRM-M1-contacts-and-organizations.md#D-05' - id: BR-CAP-CRM-ACT-003-02 proved_by: [ATS-CRM-ACT-003-02, TST-CRM-ACT-002] statement: >- A partial edit changes only named properties, clearing those explicitly set to empty and preserving the rest. kind: policy enforced_at: - api - service must_prove: true provenance: test source: >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#leaves every property the patch omits as it was: duration, end, body, external id, owner and links origin: 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#E-09' - id: BR-CAP-CRM-ACT-003-03 proved_by: [ATS-CRM-ACT-003-03, TST-CRM-ACT-002, TST-CRM-ACT-036] statement: >- A complete replacement must include every required replacement property, and missing properties cause a field-specific refusal without a write. kind: validation enforced_at: - api must_prove: true provenance: test source: >- services-crm:modules/activities/tests/e2e/activities.e2e.spec.js#refuses a replacement missing a property: 400 naming it origin: 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#E-09' - id: BR-CAP-CRM-ACT-003-04 proved_by: [ATS-CRM-ACT-001-14, ATS-CRM-ACT-003-04, ATS-CRM-ACT-006-04, TST-CRM-ACT-007] statement: >- Replacing activity links matches them by related record, preserving the existing link for each record retained in the set. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.integration.spec.js#replaces the links as a set on update, keeping the row of a record still linked origin: none - id: BR-CAP-CRM-ACT-003-05 proved_by: [ATS-CRM-ACT-003-05, ATS-CRM-ACT-008-10, TST-CRM-ACT-007, TST-CRM-ACT-044] statement: >- An activity can retain its deactivated type or outcome during correction, but cannot switch to an inactive type. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.integration.spec.js#keeps an inactive type on an activity that already has it origin: none - id: BR-CAP-CRM-ACT-003-06 proved_by: [ATS-CRM-ACT-003-06, TST-CRM-ACT-007] statement: >- An update lock blocks edits, and a deletion lock or full lock blocks deletion. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.integration.spec.js#refuses a locked activity origin: 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-08' - id: BR-CAP-CRM-ACT-003-07 proved_by: [ATS-CRM-ACT-003-07, ATS-CRM-ACT-004-05, TST-CRM-ACT-002, TST-CRM-ACT-007] statement: >- Deleting an activity also deletes its links and attachment records, and another deletion reports it absent. kind: lifecycle enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.integration.spec.js#removes the activity and its links origin: none - id: BR-CAP-CRM-ACT-003-08 proved_by: [ATS-CRM-ACT-003-08, TST-CRM-ACT-061] statement: >- The corresponding activity permissions permit edits and deletion regardless of ownership; activity deletion is a user-tier permission, whereas contact deletion is an administrator-tier permission. kind: permission enforced_at: - api must_prove: true provenance: observed source: 'services-crm:aws/crm.service.ts:ActivitiesPermissions' origin: none note: >- This source is an implementation decision record, so it does not confirm Product authority for the rule. - id: BR-CAP-CRM-ACT-003-09 proved_by: [] statement: Editing an activity preserves its original source classification. kind: invariant enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/activities/tests/integration/services/persistence/activities.integration.spec.js#keeps the origin it was created with origin: none - id: BR-CAP-CRM-ACT-003-10 proved_by: [] statement: >- After an ambiguous edit response, the console reads the activity and reports success only if the saved values match the submitted change. kind: policy enforced_at: - console must_prove: false provenance: test source: >- react-console:lib/activities/retry-safe-writes.test.ts#is saved when its answer is lost but the activity holds what was sent origin: 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-43' - id: BR-CAP-CRM-ACT-003-11 proved_by: [] statement: >- Deleting an activity removes its import mappings, allowing a subsequent import of that source item to create a new activity. kind: lifecycle enforced_at: - service must_prove: true provenance: observed source: >- services-crm:modules/activities/services/persistence/activities.ts:deleteActivity origin: none scenarios: - id: SC-CAP-CRM-ACT-003-01 given: Two editors read the same call version. when: Save one correction and then submit the other editor’s correction. then: The later stale save is rejected and the first correction remains. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0693.spec.ts#CRM-ACC-0693 - id: SC-CAP-CRM-ACT-003-02 given: An integration prepares a meeting replacement. when: Omit duration from the complete replacement. then: The request names the missing duration and retains the earlier meeting. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0692.spec.ts#CRM-ACC-0692 edge_cases: [] constraints: [] depends_on: - CAP-CRM-ACT-001 related: - CAP-CRM-ACT-004 - CAP-CRM-ACT-006 - CAP-CRM-ACT-019 journeys: - JNY-CRM-ACT-001 open_questions: [] evidence: - >- services-crm at a8d1364f1dd44b723bb5f9acba12f983e9ec8d69: Independently reviewed declarations, behavior and assertions identified in this capability’s row citations. - >- react-console at baf6dae382d6f41dce976c7f848667ccc37e076f: Independently reviewed declarations, behavior and assertions identified in this capability’s row citations. controls: [TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-006, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-DAT-004, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005, TC-PRV-001, TC-PRV-002, TC-PRV-003, TC-TEN-001, TC-TEN-002, TC-TEN-003] exercised_by: [FAS-CRM-ACT-01-03, FAS-CRM-ACT-01-04, FAS-CRM-ACT-01-06, FAS-CRM-ACT-02-02, FAS-CRM-ACT-02-03] suites: [TST-CRM-ACT-002, TST-CRM-ACT-007, TST-CRM-ACT-036, TST-CRM-ACT-044, TST-CRM-ACT-061] --- # Correct or delete an activity with protection against stale edits ## Purpose Staff amend an interaction without overwriting a newer correction. ## How It Works A coordinator opens an activity from the record timeline. The editor sends the changed details with the version it read. Rhythm checks that version before accepting the correction. A conflict requires the coordinator to reload and reconcile the newer record. An integration using a complete replacement must provide the complete replacement content. The console handles an uncertain save response by checking the stored record. Existing deactivated selections can remain during a correction. Deletion removes the activity’s local links and attachment records. The relevant lock can prevent either correction or deletion. ## Relationships - Activity logging defines the shared record being corrected. - Activity history presents the resulting revisions. - Attachment handling releases the files associated with a deleted entry.