---
id: JNY-CRM-ACT-004
title: Configure interaction categories and retire old selections
feature: FEAT-CRM-ACT-02
product_area: crm
module: activities-tasks
revision: 2
status: draft
product_intent: proposed
implementation_evidence: observed
supersedes:
  - CRM-ACC-0698
  - CRM-ACC-0699
  - CRM-ACC-0700
  - CRM-ACC-0701
  - CRM-ACC-0728
source_sha:
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
actor: ACT-CRM-003
goal: >-
  Provide useful activity choices while retaining the meaning of earlier
  entries.
capabilities:
  - CAP-CRM-ACT-008
  - CAP-CRM-ACT-009
  - CAP-CRM-ACT-001
  - CAP-CRM-ACT-003
screens:
  - '/console/{tenantId}/configuration/crm/types/activityTypes'
  - '/console/{tenantId}/crm/contacts/{id}'
steps:
  - 'n': 1
    surface: '/console/{tenantId}/configuration/crm/types/activityTypes'
    action: Inspect the available baseline activity categories.
    capability: CAP-CRM-ACT-009
    expected: >-
      The catalog test expects Call, Email, Meeting, Note, Text Message, Postal
      Mail and Other.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0728.spec.ts#CRM-ACC-0728
  - 'n': 2
    surface: '/console/{tenantId}/configuration/crm/types/activityTypes'
    action: >-
      Create Site visit with three outcomes, required end time and a seven-day
      follow-up suggestion.
    capability: CAP-CRM-ACT-008
    expected: The type and ordered outcome list are saved.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0698.spec.ts#CRM-ACC-0698
  - 'n': 3
    surface: reorderActivityTypes
    action: Move Site visit to the opening position and submit the order.
    capability: CAP-CRM-ACT-008
    expected: The complete valid reorder takes effect together.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0698.spec.ts#CRM-ACC-0698
  - 'n': 4
    surface: '/console/{tenantId}/crm/contacts/{id}'
    action: Log a Site visit from a member record.
    capability: CAP-CRM-ACT-001
    expected: The form presents the configured details.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0698.spec.ts#CRM-ACC-0698
  - 'n': 5
    surface: '/console/{tenantId}/configuration/crm/types/activityTypes'
    action: 'Deactivate an outcome and Postal Mail, and require Call outcome.'
    capability: CAP-CRM-ACT-008
    expected: Retired selections stop being offered for new activities.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0700.spec.ts#CRM-ACC-0700
  - 'n': 6
    surface: '/console/{tenantId}/crm/contacts/{id}'
    action: Correct the text of an earlier postal interaction.
    capability: CAP-CRM-ACT-003
    expected: The saved correction retains its earlier inactive classification.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0700.spec.ts#CRM-ACC-0700
alternates:
  - from_step: 5
    condition: Deletion is requested for a baseline or referenced type.
    path: The refusal directs the administrator to deactivation.
    outcome: The configured type remains available to prior records.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0698.spec.ts#CRM-ACC-0698
failures:
  - from_step: 5
    condition: Call direction is made optional.
    path: The service rejects the configuration with an explanation.
    outcome: Call retains required direction.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0698.spec.ts#CRM-ACC-0698
  - from_step: 2
    condition: A name or follow-up interval exceeds the accepted limit.
    path: The save identifies the invalid field.
    outcome: No invalid configuration is written.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0699.spec.ts#CRM-ACC-0699
rules_in_play:
  - BR-CAP-CRM-ACT-008-04
  - BR-CAP-CRM-ACT-008-06
  - BR-CAP-CRM-ACT-008-07
  - BR-CAP-CRM-ACT-008-08
  - BR-CAP-CRM-ACT-008-09
  - BR-CAP-CRM-ACT-009-01
  - BR-CAP-CRM-ACT-009-03
  - BR-CAP-CRM-ACT-009-06
  - BR-CAP-CRM-ACT-003-05
assertions:
  - id: AS-JNY-CRM-ACT-004-01
    statement: >-
      Existing interactions retain deactivated selections during valid
      corrections.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0700.spec.ts#CRM-ACC-0700
  - id: AS-JNY-CRM-ACT-004-02
    statement: Built-in or referenced types reject deletion.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0698.spec.ts#CRM-ACC-0698
  - id: AS-JNY-CRM-ACT-004-03
    statement: The baseline catalog test expects seven activity categories after setup.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0728.spec.ts#CRM-ACC-0728
e2e_policy: required
e2e_reason: >-
  Configuration must shape the entry form and preserve historical corrections,
  making the combined browser path necessary.
evidence:
  - >-
    Pinned browser evidence is identified by each journey step, alternate,
    failure and assertion.
  - >-
    Pinned service evidence is identified by each journey step, alternate,
    failure and assertion.
---

# Configure interaction categories and retire old selections

## Story

An administrator adds a category for site visits and arranges it where staff can find it. A coordinator records a visit using the configured form. Later the administrator retires an outcome and an older category. An earlier interaction remains correctable without replacing its historical classification. Unsupported deletion and direction changes produce guidance instead of removing meaning from the catalog.