--- id: CAP-CRM-ACT-011 title: 'Complete, cancel and reopen work with clear attribution' feature: FEAT-CRM-ACT-03 product_area: crm module: activities-tasks revision: 2 status: draft product_intent: proposed implementation_evidence: observed supersedes: - react-console acceptance inventory CAP-CRM-ACT-013 source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-52' purpose: Staff make deliberate closing decisions and can reopen work when needed. outcomes: - Recorded closing actor and time - Closed details protected from ordinary edits - Stale lifecycle actions refused concepts: - CON-CRM-ACT-003 actors: - ACT-CRM-001 - ACT-CRM-006 surfaces: - console - api preconditions: - The task is present and has no full update lock. postconditions: [] permissions: - key: crm.tasks.update where_checked: api scope: tenant - key: crm.tasks.update where_checked: console scope: tenant rules: - id: BR-CAP-CRM-ACT-011-01 statement: >- Open, Waiting for someone else and Deferred remain work in progress, while Completed and Cancelled are closed; ordinary edits move only among the open statuses. kind: lifecycle enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#allows an open task to move to any of the three open statuses origin: none - id: BR-CAP-CRM-ACT-011-02 statement: >- Completion and cancellation use their dedicated actions and cannot be performed by a general task edit. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#refuses an update that would complete the task, naming the operation that would have worked origin: none - id: BR-CAP-CRM-ACT-011-03 statement: >- Completion and cancellation record the actor and time, retaining those stamps only for the corresponding closed status. kind: invariant enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#completes the task, stamping who finished it and when origin: none - id: BR-CAP-CRM-ACT-011-04 statement: Switching between Completed and Cancelled requires reopening first. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#refuses a cancelled task, asking for the reopen that would make it possible origin: none - id: BR-CAP-CRM-ACT-011-05 statement: >- A person cannot repeat completion of a completed task or cancellation of a cancelled task. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#answers 409 to completing a task that is already completed origin: none - id: BR-CAP-CRM-ACT-011-06 statement: >- Reopening a closed task sets Open and removes closing stamps; reopening work already in an open status is refused. kind: lifecycle enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/integration/services/persistence/tasks.integration.spec.js#reopens it as open, whatever status it was in before it closed origin: none - id: BR-CAP-CRM-ACT-011-07 statement: >- General edits to a closed task are rejected even when the requested values are unchanged. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#refuses an update of a completed task even where the status is left alone origin: none - id: BR-CAP-CRM-ACT-011-08 statement: >- Complete, Cancel and Reopen require the version read and reject a stale version. kind: validation enforced_at: - api - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#answers 409 to the reopen sent at the version the completion moved on from origin: 'services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-52' - id: BR-CAP-CRM-ACT-011-09 statement: Closing a task preserves its holder and queue membership. kind: policy enforced_at: - service must_prove: false provenance: test source: >- services-crm:modules/tasks/tests/integration/services/persistence/tasks.integration.spec.js#leaves the assignment and the queue alone: completing is not releasing origin: none - id: BR-CAP-CRM-ACT-011-10 statement: >- Lifecycle refusals include a problem code and explanatory message, but other task refusals do not uniformly include codes. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#gives every refusal of the table a code origin: none - id: BR-CAP-CRM-ACT-011-11 statement: Only a signed-in user or registered service principal can close a task. kind: permission enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/tasks/tests/integration/services/persistence/tasks.integration.spec.js#is refused a completion origin: none - id: BR-CAP-CRM-ACT-011-12 statement: >- A closed task’s console fields are disabled and Reopen is the available state-changing action. kind: policy enforced_at: - console must_prove: false provenance: test source: >- react-console:components/tasks/__tests__/task-detail-sheet.test.tsx#disables every field, so a finished task cannot be quietly edited origin: none scenarios: - id: SC-CAP-CRM-ACT-011-01 given: One editor completed a task while another retained its earlier version. when: Submit Reopen from the stale version. then: The task stays completed and the action reports a conflict. provenance: test source: >- services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#leaves the task completed, as the first person left it edge_cases: - id: SC-CAP-CRM-ACT-011-02 given: The task is completed. when: 'Attempt an unchanged general edit, cancellation and reassignment.' then: Each action is rejected until reopening permits it. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0708.spec.ts#CRM-ACC-0708 constraints: [] depends_on: - CAP-CRM-ACT-010 related: - CAP-CRM-ACT-015 - CAP-CRM-ACT-017 journeys: - JNY-CRM-ACT-002 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-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005, TC-PRV-001, TC-PRV-002, TC-TEN-001, TC-TEN-002, TC-TEN-003] --- # Complete, cancel and reopen work with clear attribution ## Purpose Staff make deliberate closing decisions and can reopen work when needed. ## How It Works The worker opens a task and decides whether the work is finished or abandoned. Complete and Cancel record that decision through dedicated actions. Rhythm checks the task version and current status first. General field editing cannot close the work. Closed fields remain unavailable until the task is reopened. Reopen restores Open and clears the prior closing stamps. The task keeps its holder and queue context when closed. A repeated person-driven close is refused rather than accepted as another decision. A service uses its own replay behavior when delivering workflow actions. ## Relationships - Task recording supplies the work being closed. - Task assignment retains routing information across closure. - Workflow task actions apply service-specific repeat behavior.