--- id: ATS-CRM-DQ-017 scope: CAP-CRM-DQ-017 product_area: crm module: data-quality revision: 1 status: proposed source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f scenarios: - id: ATS-CRM-DQ-017-01 title: Hierarchy choices exclude cycle-producing parents level: unit proves: - BR-CAP-CRM-DQ-017-01 preconditions: >- Participants include an ancestor/descendant pair and possible outside parents. steps: Build their plan. expected: >- Forbidden parents are absent, removed internal links are explained and children move to the survivor. negative: false data_needs: The existing scenario setup supplies the required records. bound_to: - >- services-crm:modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js#leaves the survivor with no parent, because the two become one organization - >- services-crm:modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js#says the link it removed would have made a cycle - >- services-crm:modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js#offers both parents and clearing the parent - >- services-crm:modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js#reports their reassignment to the survivor as a relationship action provenance: test source: >- services-crm:modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js#leaves the survivor with no parent, because the two become one organization category: validation execution_sources: - >- services-crm:modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js#leaves the survivor with no parent, because the two become one organization - >- services-crm:modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js#says the link it removed would have made a cycle - >- services-crm:modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js#offers both parents and clearing the parent - >- services-crm:modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js#reports their reassignment to the survivor as a relationship action binding_note: >- The exact unit-test references remain bound as engineering evidence; unit files are not executable suite artifacts. - id: ATS-CRM-DQ-017-02 title: Organization domains retain distinct alternatives level: unit proves: - BR-CAP-CRM-DQ-017-02 preconditions: Participants have different primary and alternate domains. steps: Plan with each primary choice. expected: The remaining domains form the alternate union and flags combine. negative: false data_needs: The existing scenario setup supplies the required records. bound_to: - >- services-crm:modules/merges/tests/unit/services/planning/organization-fields.spec.js#unions every other distinct domain into the alternate domain names - >- services-crm:modules/merges/tests/unit/services/planning/organization-fields.spec.js#moves the chosen domain into the alternates when staff choose the other one - >- services-crm:modules/merges/tests/unit/services/planning/organization-fields.spec.js#unions every participant’s flags rather than choosing between them provenance: test source: >- services-crm:modules/merges/tests/unit/services/planning/organization-fields.spec.js#unions every other distinct domain into the alternate domain names category: rule execution_sources: - >- services-crm:modules/merges/tests/unit/services/planning/organization-fields.spec.js#unions every other distinct domain into the alternate domain names - >- services-crm:modules/merges/tests/unit/services/planning/organization-fields.spec.js#moves the chosen domain into the alternates when staff choose the other one - >- services-crm:modules/merges/tests/unit/services/planning/organization-fields.spec.js#unions every participant’s flags rather than choosing between them binding_note: >- The exact unit-test references remain bound as engineering evidence; unit files are not executable suite artifacts. - id: ATS-CRM-DQ-017-03 title: Different types require review without a blocker level: unit proves: - BR-CAP-CRM-DQ-017-03 preconditions: Participants have different organization types. steps: Compute their preview. expected: A type choice and warning appear without blocking the merge. negative: false data_needs: The existing scenario setup supplies the required records. bound_to: - >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#asks which type the survivor keeps and warns that they may not be duplicates at all provenance: test source: >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#asks which type the survivor keeps and warns that they may not be duplicates at all category: edge execution_sources: - >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#asks which type the survivor keeps and warns that they may not be duplicates at all binding_note: >- The exact unit-test references remain bound as engineering evidence; unit files are not executable suite artifacts. - id: ATS-CRM-DQ-017-04 title: Affiliations move and overlapping stays combine level: api proves: - BR-CAP-CRM-DQ-017-04 preconditions: >- One employee belongs only to the absorbed organization and another belongs to both. steps: Execute. expected: >- No affiliation retains the absorbed organization and the equivalent stay combines into the survivor's affiliation. negative: false data_needs: The existing scenario setup supplies the required records. bound_to: - TST-CRM-DQ-181 provenance: test source: >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-execution.integration.spec.js#leaves no affiliation naming the organization that went category: transition execution_sources: - >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-execution.integration.spec.js#leaves no affiliation naming the organization that went - >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-execution.integration.spec.js#moves the affiliation of somebody who worked only at the organization that went - >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-execution.integration.spec.js#combines the two stays of somebody who worked at both into the survivor’s own affiliation - id: ATS-CRM-DQ-017-05 title: Affiliation writes enforce the ceiling level: unit proves: - BR-CAP-CRM-DQ-017-05 preconditions: >- Prepare 100,000-row and 100,001-row plans plus a combination exceeding the limit. steps: Build the previews. expected: The boundary plan is allowed and both excessive variants are blocked. negative: true data_needs: The existing scenario setup supplies the required records. bound_to: - >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#refuses a merge of 100,001 affiliations - >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#plans a merge that writes exactly 100,000 affiliation rows without a blocker - >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#refuses a merge whose affiliation rows rewritten and combined away pass the ceiling, though it moves fewer provenance: test source: >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#refuses a merge of 100,001 affiliations category: boundary execution_sources: - >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#refuses a merge of 100,001 affiliations - >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#plans a merge that writes exactly 100,000 affiliation rows without a blocker - >- services-crm:modules/merges/tests/unit/services/planning/organization-decisions.spec.js#refuses a merge whose affiliation rows rewritten and combined away pass the ceiling, though it moves fewer binding_note: >- The exact unit-test references remain bound as engineering evidence; unit files are not executable suite artifacts. - id: ATS-CRM-DQ-017-06 title: Employee links follow retained organization details level: api proves: - BR-CAP-CRM-DQ-017-06 preconditions: >- Prepare links to kept and discarded slots and to an affiliation that combines. steps: Execute the plan. expected: >- Kept links remain, discarded slots and combined affiliations redirect appropriately and every change is recorded. negative: false data_needs: The existing scenario setup supplies the required records. bound_to: - TST-CRM-DQ-181 provenance: test source: >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-execution.integration.spec.js#re-points a link to a record that lost its slot to the record of its type the merge kept category: interaction execution_sources: - >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-execution.integration.spec.js#re-points a link to a record that lost its slot to the record of its type the merge kept - >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-execution.integration.spec.js#keeps a link to the record the merge kept pointing at it, now the survivor’s - >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-execution.integration.spec.js#re-points a link through an affiliation a combination deleted to the affiliation it was combined into - id: ATS-CRM-DQ-017-07 title: Preferred-address selection survives execution level: api proves: - BR-CAP-CRM-DQ-017-07 preconditions: Two organizations prefer different address types. steps: Execute their chosen preview. expected: Only the address selected by the plan remains preferred. negative: false data_needs: The existing scenario setup supplies the required records. bound_to: - TST-CRM-DQ-181 provenance: test source: >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-preferred-address.integration.spec.js#carries the merge out, rather than failing on the preferred-address index category: invariant execution_sources: - >- services-crm:modules/merges/tests/integration/services/merges/organization-merge-preferred-address.integration.spec.js#carries the merge out, rather than failing on the preferred-address index - id: ATS-CRM-DQ-017-08 title: Any added moved affiliation invalidates approval level: unit proves: - BR-CAP-CRM-DQ-017-09 preconditions: Approve an organization plan whose dependent affiliations are identified. steps: >- Add a colliding affiliation, then separately add a non-colliding affiliation. expected: >- Both additions change the material fingerprint and require renewed approval. negative: false data_needs: The existing scenario setup supplies the required records. bound_to: [] provenance: proposed source: FND-CRM-DQ-026 category: concurrency execution_sources: [] - id: ATS-CRM-DQ-017-09 title: Organization combination works across the full console journey level: browser proves: - BR-CAP-CRM-DQ-017-01 - BR-CAP-CRM-DQ-017-02 - BR-CAP-CRM-DQ-017-04 - BR-CAP-CRM-DQ-017-05 - BR-CAP-CRM-DQ-017-06 preconditions: 'Prepare children, employees, domains and linked details.' steps: >- Merge, attempt an oversized plan and combine an ancestor with its descendant. expected: >- Domains, hierarchy, people and links follow their choices; excessive size is refused and large work warns. negative: false data_needs: The existing scenario setup supplies the required records. bound_to: [] provenance: proposed source: FND-CRM-DQ-031 category: interaction execution_sources: [] - id: ATS-CRM-DQ-017-10 title: Organization execution refreshes computed status category: rule level: api proves: - BR-CAP-CRM-DQ-017-08 preconditions: >- Organizations whose combined roles and locations change compliance and automatic region inputs. steps: >- Inspect the preview choices, execute and read the survivor after recomputation. expected: >- No choice asks for a computed compliance or region value; the survivor reflects recomputation from the merged records. negative: true data_needs: Run-owned records and caller permissions that distinguish the two cases. source: >- services-crm:modules/merges/tests/unit/services/planning/organization-fields.spec.js#never offers the contact role compliance status and recomputes it after the merge design_sources: - CAP-CRM-DQ-017 bound_to: [] provenance: proposed execution_sources: [] - id: ATS-CRM-DQ-017-11 title: Organization slot decisions preserve employee information category: interaction level: api proves: - BR-CAP-CRM-DQ-017-01 - BR-CAP-CRM-DQ-017-02 - BR-CAP-CRM-DQ-017-03 - BR-CAP-CRM-DQ-017-04 - BR-CAP-CRM-DQ-017-05 - BR-CAP-CRM-DQ-017-06 - BR-CAP-CRM-DQ-017-07 - BR-CAP-CRM-DQ-017-09 - BR-CAP-CRM-DQ-017-08 exercises: - CAP-CRM-DQ-017 - CAP-CRM-DQ-014 - CAP-CRM-ENT-002 - CAP-CRM-ENT-006 - CAP-CRM-ENT-009 workflow_sources: - WF-CRM-DQ-005 - WF-CRM-DQ-006 preconditions: >- Run-owned contact and organization records, the relevant staff permissions and the related state described by the sequence. steps: >- Merge parent-related organizations with overlapping employee affiliations and different address slots. Read each employee and the resulting hierarchy. expected: >- Employee links, merged stays and hierarchy obey the named rules while contact-owned information remains usable. negative: false data_needs: >- An isolated workspace with related records and fixed timestamps; owned participant failure injection where requested. source: >- CAP-CRM-DQ-017; CAP-CRM-DQ-014; CAP-CRM-ENT-002; CAP-CRM-ENT-006; CAP-CRM-ENT-009; WF-CRM-DQ-005; WF-CRM-DQ-006 note: >- This cumulative seam scenario remains proposed until one executable sequence establishes all of its outcomes. bound_to: [] provenance: proposed workflow_coverage_note: >- The workflows identify the handoffs under review. Separate assertions leave recovery and failure ordering unproved; the capability coverage finding records that limit. execution_sources: [] evidence: - repository: services-crm source_sha: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 paths: - >- modules/merges/tests/integration/services/merges/organization-merge-execution.integration.spec.js - >- modules/merges/tests/integration/services/merges/organization-merge-preferred-address.integration.spec.js - >- modules/merges/tests/unit/services/planning/organization-decisions.spec.js - modules/merges/tests/unit/services/planning/organization-fields.spec.js - >- modules/merges/tests/unit/services/planning/organization-hierarchy.spec.js note: >- Bindings identify authored proof; empty bindings remain proposed and findings record known limitations. - repository: react-console source_sha: baf6dae382d6f41dce976c7f848667ccc37e076f paths: - acceptance/crm/playwright/journeys/merging/CRM-ACC-0270.spec.ts - acceptance/crm/playwright/journeys/merging/CRM-ACC-0271.spec.ts - acceptance/crm/playwright/journeys/merging/CRM-ACC-0282.spec.ts note: >- Bindings identify authored proof; empty bindings remain proposed and findings record known limitations. coverage: rule: covered transition: covered validation: covered permission: 'gap: FND-CRM-DQ-068' edge: covered failure: 'gap: FND-CRM-DQ-068' boundary: covered concurrency: covered invariant: covered interaction: covered coverage_notes: permission: >- No complete scenario currently isolates this category; the finding lists the remaining proof obligation. failure: >- No complete scenario currently isolates this category; the finding lists the remaining proof obligation. permission_coverage: - key: crm.organizations.merge scenario_ids: [] finding: FND-CRM-DQ-068 - key: crm.organizations.read scenario_ids: [] finding: FND-CRM-DQ-068 proof_matrix: - rule: BR-CAP-CRM-DQ-017-01 scenarios: - ATS-CRM-DQ-017-01 - ATS-CRM-DQ-017-09 - ATS-CRM-DQ-017-11 - rule: BR-CAP-CRM-DQ-017-02 scenarios: - ATS-CRM-DQ-017-02 - ATS-CRM-DQ-017-09 - ATS-CRM-DQ-017-11 - rule: BR-CAP-CRM-DQ-017-03 scenarios: - ATS-CRM-DQ-017-03 - ATS-CRM-DQ-017-11 - rule: BR-CAP-CRM-DQ-017-04 scenarios: - ATS-CRM-DQ-017-04 - ATS-CRM-DQ-017-09 - ATS-CRM-DQ-017-11 - rule: BR-CAP-CRM-DQ-017-05 scenarios: - ATS-CRM-DQ-017-05 - ATS-CRM-DQ-017-09 - ATS-CRM-DQ-017-11 - rule: BR-CAP-CRM-DQ-017-06 scenarios: - ATS-CRM-DQ-017-06 - ATS-CRM-DQ-017-09 - ATS-CRM-DQ-017-11 - rule: BR-CAP-CRM-DQ-017-07 scenarios: - ATS-CRM-DQ-017-07 - ATS-CRM-DQ-017-11 - rule: BR-CAP-CRM-DQ-017-08 scenarios: - ATS-CRM-DQ-017-10 - ATS-CRM-DQ-017-11 - rule: BR-CAP-CRM-DQ-017-09 scenarios: - ATS-CRM-DQ-017-08 - ATS-CRM-DQ-017-11 interaction_coverage: related: - CAP-CRM-DQ-014 - CAP-CRM-ENT-002 - CAP-CRM-ENT-006 - CAP-CRM-ENT-009 workflow_sources: - WF-CRM-DQ-005 - WF-CRM-DQ-006 scenarios: - ATS-CRM-DQ-017-06 - ATS-CRM-DQ-017-09 - ATS-CRM-DQ-017-11 --- # Combine organizations and their connections safely: Capability Test Specification ## Coverage The rule matrix names the authored checks. A covered category means that a scenario exists; it does not report a passing execution. The coverage notes and findings identify missing checks, while execution sources retain the exact assertions inspected. | Required Rule | Scenarios | |---|---| | `BR-CAP-CRM-DQ-017-01` | `ATS-CRM-DQ-017-01`, `ATS-CRM-DQ-017-09`, `ATS-CRM-DQ-017-11` | | `BR-CAP-CRM-DQ-017-02` | `ATS-CRM-DQ-017-02`, `ATS-CRM-DQ-017-09`, `ATS-CRM-DQ-017-11` | | `BR-CAP-CRM-DQ-017-03` | `ATS-CRM-DQ-017-03`, `ATS-CRM-DQ-017-11` | | `BR-CAP-CRM-DQ-017-04` | `ATS-CRM-DQ-017-04`, `ATS-CRM-DQ-017-09`, `ATS-CRM-DQ-017-11` | | `BR-CAP-CRM-DQ-017-05` | `ATS-CRM-DQ-017-05`, `ATS-CRM-DQ-017-09`, `ATS-CRM-DQ-017-11` | | `BR-CAP-CRM-DQ-017-06` | `ATS-CRM-DQ-017-06`, `ATS-CRM-DQ-017-09`, `ATS-CRM-DQ-017-11` | | `BR-CAP-CRM-DQ-017-07` | `ATS-CRM-DQ-017-07`, `ATS-CRM-DQ-017-11` | | `BR-CAP-CRM-DQ-017-08` | `ATS-CRM-DQ-017-10`, `ATS-CRM-DQ-017-11` | | `BR-CAP-CRM-DQ-017-09` | `ATS-CRM-DQ-017-08`, `ATS-CRM-DQ-017-11` | ## Interactions With Related Capabilities Execute the plan. Merge, attempt an oversized plan and combine an ancestor with its descendant. Merge parent-related organizations with overlapping employee affiliations and different address slots. Read each employee and the resulting hierarchy. These sequences test the handoffs named in the interaction coverage record. A proposed sequence remains unbound until an executable run checks its combined outcome; component assertions alone leave that obligation open.