--- id: ATS-CRM-ENT-009 scope: CAP-CRM-ENT-009 product_area: crm module: entities revision: 1 status: proposed source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f scenarios: - id: ATS-CRM-ENT-009-01 title: an affiliation needs the workspace’s organization and type level: api proves: - BR-CAP-CRM-ENT-009-01 - INV-DOM-CRM-ENT-003-01 preconditions: No additional setup is required. steps: >- Create a contact with an affiliation to an organization the workspace lacks. expected: 400; no contact saved. negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-786 provenance: test source: >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for an organization the tenant does not have category: failure action_evidence: provenance: test source: >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for an organization the tenant does not have assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for an organization the tenant does not have test_anchors: - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for an organization the tenant does not have - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#saves no contact for a write it refused binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-02 title: Affiliations are written only through the contact level: browser proves: - BR-CAP-CRM-ENT-009-02 preconditions: Prepare an organization with people. steps: >- Add Person, Edit and End from the organization's Contacts tab; look for an organization-side write route. expected: Each writes the person’s record; none exists. negative: false data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-776 provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 category: interaction action_evidence: provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 assertion_evidence: provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 test_anchors: - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-03 title: Omitted affiliations are unmodified; an explicit list is the collection level: browser proves: - BR-CAP-CRM-ENT-009-03 preconditions: Prepare a contact with two affiliations. steps: >- Replace without affiliations; replace with an empty list; replace with affiliations without ids matching the stored ones. expected: 'Unmodified; removed; matched, not duplicated.' negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-776 - TST-CRM-ENT-788 provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0177.spec.ts#CRM-ACC-0177 category: edge action_evidence: provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0177.spec.ts#CRM-ACC-0177 assertion_evidence: provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0177.spec.ts#CRM-ACC-0177 test_anchors: - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0177.spec.ts#CRM-ACC-0177 - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#matches each stored affiliation once: a second statement of it stays new - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0205.spec.ts#CRM-ACC-0205 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-04 title: One primary; Make Primary unmarks the old level: api proves: - BR-CAP-CRM-ENT-009-04 - INV-DOM-CRM-ENT-003-02 preconditions: 'Prepare acme primary, Globex current.' steps: Mark Globex primary; mark two non-primaries primary. expected: 'Globex primary, Acme current; rejected.' negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-788 - TST-CRM-ENT-786 provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two affiliations newly marked primary at once category: invariant action_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two affiliations newly marked primary at once assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two affiliations newly marked primary at once test_anchors: - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#unmarks the previous primary when another affiliation is marked primary - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two affiliations newly marked primary at once - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#unmarks the old primary, which stays open and current - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for two affiliations newly marked primary binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-05 title: a primary is open-ended and has started level: browser proves: - BR-CAP-CRM-ENT-009-05 preconditions: No additional setup is required. steps: Save a primary with an end date; one starting tomorrow. expected: 'Rejected each, naming the field.' negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-788 - TST-CRM-ENT-786 - TST-CRM-ENT-776 provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses a primary affiliation that starts after today category: validation action_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses a primary affiliation that starts after today assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses a primary affiliation that starts after today test_anchors: - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses a new primary affiliation with an end date - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses a primary affiliation that starts after today - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for a primary affiliation with an end date, naming the field - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0176.spec.ts#CRM-ACC-0176 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-06 title: Ending the primary promotes nothing level: browser proves: - BR-CAP-CRM-ENT-009-06 preconditions: 'Prepare acme primary, Globex open.' steps: >- Give the primary affiliation an end date equal to the workspace’s current day; read it that day and on the following day. expected: >- Primary designation clears immediately and no replacement is selected. The affiliation remains current on its inclusive end day and reads as past the next day. negative: false data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-788 - TST-CRM-ENT-787 - TST-CRM-ENT-776 provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#makes nothing primary in its place category: transition action_evidence: provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#makes nothing primary in its place assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#makes nothing primary in its place test_anchors: - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#clears the flag of a stored primary the save ends, and promotes nothing - >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#clears its primary flag - >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#makes nothing primary in its place - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0174.spec.ts#CRM-ACC-0174 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-07 title: Dates are ordered and inclusive level: browser proves: - BR-CAP-CRM-ENT-009-07 - INV-DOM-CRM-ENT-003-04 preconditions: No additional setup is required. steps: Save an affiliation ending before it starts; a one-day affiliation. expected: Rejected; accepted and current that day. negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-787 - TST-CRM-ENT-776 provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses an affiliation that ends before it starts category: boundary action_evidence: provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses an affiliation that ends before it starts assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses an affiliation that ends before it starts test_anchors: - >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses an affiliation that ends before it starts - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0173.spec.ts#CRM-ACC-0173 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-08 title: No overlapping affiliations of one type at one organization level: browser proves: - BR-CAP-CRM-ENT-009-08 - INV-DOM-CRM-ENT-003-03 preconditions: Prepare employer at Acme 2019-2021. steps: >- Add Employer at Acme from 2021-12-31; from 2024; Board Member at Acme overlapping. expected: Rejected; accepted; accepted. negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-788 - TST-CRM-ENT-786 - TST-CRM-ENT-776 provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two overlapping affiliations to the same organization of the same type category: invariant action_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two overlapping affiliations to the same organization of the same type assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two overlapping affiliations to the same organization of the same type test_anchors: - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two overlapping affiliations to the same organization of the same type - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#finds periods that share their last and first day overlapping - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#finds an undated period overlapping every other - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#keeps two current affiliations to the same organization of different types - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#accepts two affiliations to the same organization of the same type in separate periods - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0179.spec.ts#CRM-ACC-0179 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-09 title: an affiliation's organization never changes level: browser proves: - BR-CAP-CRM-ENT-009-09 - INV-DOM-CRM-ENT-003-05 preconditions: Prepare an existing affiliation. steps: Send it with another organization; use the editor. expected: Rejected; the editor offers End and Add Another. negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-787 - TST-CRM-ENT-776 provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses to move the affiliation to another organization under the same id (docs/affiliations/README.md §0b.2) category: validation action_evidence: provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses to move the affiliation to another organization under the same id (docs/affiliations/README.md §0b.2) assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses to move the affiliation to another organization under the same id (docs/affiliations/README.md §0b.2) test_anchors: - >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses to move the affiliation to another organization under the same id (docs/affiliations/README.md §0b.2) - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0187.spec.ts#CRM-ACC-0187 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-10 title: At most 100 current and upcoming affiliations level: unit proves: - BR-CAP-CRM-ENT-009-10 - INV-DOM-CRM-ENT-003-06 preconditions: Prepare a contact with 100 ended affiliations. steps: Add one current affiliation; then 101 current affiliations. expected: Accepted; rejected. negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-788 provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#counts only current and upcoming affiliations against the limit: ended history is unlimited (M2-D5) category: boundary action_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#counts only current and upcoming affiliations against the limit: ended history is unlimited (M2-D5) assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#counts only current and upcoming affiliations against the limit: ended history is unlimited (M2-D5) test_anchors: - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses more than 100 affiliations, and takes 100 - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#counts only current and upcoming affiliations against the limit: ended history is unlimited (M2-D5) binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-11 title: the Organization field command level: api proves: - BR-CAP-CRM-ENT-009-11 preconditions: Prepare contacts with and without a primary. steps: >- Pick Acme; change to Globex with end and keep; backdate; clear; change on the day the primary started; effective date tomorrow. expected: >- Primary of the default type from today; old ended yesterday or preserved; old ends the day before; none; removed; 400. negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-786 provenance: test source: >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#ends the previous primary affiliation yesterday by default ('end'), no longer primary and now past category: rule action_evidence: provenance: test source: >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#ends the previous primary affiliation yesterday by default ('end'), no longer primary and now past assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#ends the previous primary affiliation yesterday by default ('end'), no longer primary and now past test_anchors: - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#makes one primary affiliation of the default type other, starting today, open-ended, with the contact’s job title - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#ends the previous primary affiliation yesterday by default ('end'), no longer primary and now past - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#keeps the previous affiliation open and current, no longer primary, with 'keep' - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#starts the new affiliation on an earlier effective date and ends the previous one the day before it - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#leaves no primary organization when the organization is cleared, and ends the previous one yesterday - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#removes a previous primary that began on the day it is ended before, as a stay of no days - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for an effective date after today, naming the field binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-12 title: Did they leave? level: browser proves: - BR-CAP-CRM-ENT-009-12 preconditions: Prepare a person primary at Harbor. steps: >- Add Bayview as primary and answer Yes; repeat answering No; Make Primary on an existing affiliation. expected: >- The old affiliation ends the day before the new start, or on its own start date if later; choosing to stay preserves it current, and Make Primary asks no question. negative: true data_needs: Use two organizations. bound_to: [] provenance: proposed source: 'react-console:lib/affiliations/section.ts:affiliationBeingLeft' category: transition action_evidence: provenance: proposed source: 'react-console:lib/affiliations/section.ts:affiliationBeingLeft' assertion_evidence: provenance: proposed source: 'react-console:lib/affiliations/section.ts:affiliationBeingLeft' test_anchors: [] binding_scope: 'unbound: the detailed scenario still needs executable proof.' - id: ATS-CRM-ENT-009-13 title: Job title follows the primary both ways level: browser proves: - BR-CAP-CRM-ENT-009-13 - INV-DOM-CRM-ENT-003-09 preconditions: Prepare a contact with a primary affiliation. steps: >- Change the contact's title; change the primary's title; add a primary with no title. expected: Each side takes the other's; the new primary takes the contact's. negative: false data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-788 - TST-CRM-ENT-774 provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#gives the contact the primary affiliation's job title when the save changed only the affiliation's category: interaction action_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#gives the contact the primary affiliation's job title when the save changed only the affiliation's assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#gives the contact the primary affiliation's job title when the save changed only the affiliation's test_anchors: - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#gives the primary affiliation the contact's job title when the save changed the contact's - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#gives the contact the primary affiliation's job title when the save changed only the affiliation's - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#gives a primary affiliation with no job title the contact's - >- react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0056.spec.ts#CRM-ACC-0056 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-14 title: Client affiliation ids are lowercase UUIDv7 and unique level: browser proves: - BR-CAP-CRM-ENT-009-14 preconditions: No additional setup is required. steps: >- Send a lowercase UUIDv7, an uppercase one, a UUIDv4, a used id and one id twice. expected: Accepted; rejected for each other case. negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-776 - TST-CRM-ENT-786 - TST-CRM-ENT-787 provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0208.spec.ts#CRM-ACC-0208 category: validation action_evidence: provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0208.spec.ts#CRM-ACC-0208 assertion_evidence: provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0208.spec.ts#CRM-ACC-0208 test_anchors: - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0208.spec.ts#CRM-ACC-0208 - >- services-crm:modules/entities/tests/e2e/contact-information-sources.e2e.spec.js#refuses 400 a second contact naming the same affiliation id, saying another affiliation has it - >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a UUIDv7 written in uppercase, which is not the canonical form binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-15 title: the organization's people list level: browser proves: - BR-CAP-CRM-ENT-009-15 preconditions: 'Prepare an organization with current, ended and upcoming affiliations.' steps: >- List by default, past, future, all, as_of, by type, by role, paged; as an organizations-only reader. expected: Each filter as named with totals; 403 permission_missing. negative: true data_needs: No additional fixtures. bound_to: - TST-CRM-ENT-786 - TST-CRM-ENT-788 - TST-CRM-ENT-776 provenance: test source: >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 403 permission_missing to a caller who may read organizations but not contacts category: permission action_evidence: provenance: test source: >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 403 permission_missing to a caller who may read organizations but not contacts assertion_evidence: provenance: test source: >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 403 permission_missing to a caller who may read organizations but not contacts test_anchors: - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers the affiliations effective today by default, in contact order - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers the ended affiliations for effective=past - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers the affiliations effective on the as_of date - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers only the affiliations holding the contact_role_id given - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 200 with no affiliations for an organization the tenant does not have - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 403 permission_missing to a caller who may read organizations but not contacts - >- services-crm:modules/entities/tests/unit/api/organization-affiliation-page-mapper.spec.js#answers the total beside the page count - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0207.spec.ts#CRM-ACC-0207 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-16 title: 'the journey: record an employer and move to a new primary' level: browser proves: - AS-JNY-CRM-ENT-002-01 - AS-JNY-CRM-ENT-002-02 - AS-JNY-CRM-ENT-002-03 preconditions: Prepare two organizations with an Employer type and default links. steps: Run JNY-CRM-ENT-002. expected: >- One primary at the new employer; the old affiliation history with ended roles, listed under Past; only ticked links made. negative: false data_needs: 'Use organizations, roles and default links.' bound_to: - TST-CRM-ENT-776 provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0201.spec.ts#CRM-ACC-0201 category: interaction action_evidence: provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0201.spec.ts#CRM-ACC-0201 assertion_evidence: provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0201.spec.ts#CRM-ACC-0201 test_anchors: - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0170.spec.ts#CRM-ACC-0170 - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0201.spec.ts#CRM-ACC-0201 - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0185.spec.ts#CRM-ACC-0185 binding_scope: >- contributions: the cited executable assertions collectively support only the observations they contain; additional matrix and journey checks remain proposed. - id: ATS-CRM-ENT-009-17 title: Preserve the first relationship correction when edits compete category: concurrency level: api proves: - BR-CAP-CRM-ENT-009-02 - BR-CAP-CRM-ENT-004-01 preconditions: Two editors read one person with a current affiliation. steps: >- Save a title correction from the first editor; submit a different relationship correction from the second at the old person version. expected: >- The second save conflicts and the first relationship correction remains stored. negative: true data_needs: Run-owned records and configuration in an isolated workspace. bound_to: [] provenance: proposed source: >- services-crm:modules/entities/tests/e2e/contacts.e2e.spec.js#answers 400 naming sys_version to a patch that tests no version test_anchors: [] action_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/e2e/contacts.e2e.spec.js#answers 400 naming sys_version to a patch that tests no version assertion_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/e2e/contacts.e2e.spec.js#answers 400 naming sys_version to a patch that tests no version binding_scope: 'unbound: the detailed scenario still needs executable proof.' - id: ATS-CRM-ENT-009-18 title: Find a person through a secondary tie category: interaction level: api proves: - BR-CAP-CRM-ENT-003-03 - BR-CAP-CRM-ENT-009-04 preconditions: >- A person has a primary tie to one organization and a current secondary tie to another. steps: Filter people by the secondary organization and open the matching person. expected: >- The person appears once through that current secondary tie while retaining the separate primary designation. negative: false data_needs: Run-owned records and configuration in an isolated workspace. bound_to: [] provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.queries.integration.spec.js#answers a contact whose affiliation to the organization is not its primary one; services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two affiliations newly marked primary at once exercises: - CAP-CRM-ENT-003 - CAP-CRM-ENT-009 workflows: [] test_anchors: [] action_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.queries.integration.spec.js#answers a contact whose affiliation to the organization is not its primary one; services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two affiliations newly marked primary at once assertion_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.queries.integration.spec.js#answers a contact whose affiliation to the organization is not its primary one; services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two affiliations newly marked primary at once binding_scope: 'unbound: the detailed scenario still needs executable proof.' - id: ATS-CRM-ENT-009-19 title: Relationship edits invalidate an open contact edit category: interaction level: api proves: - BR-CAP-CRM-ENT-004-01 - BR-CAP-CRM-ENT-009-02 preconditions: >- Two editors read the same person; one uses the organization people workflow. steps: >- Save an affiliation correction from the organization, then submit the original contact edit at its old version. expected: >- The second editor receives a conflict and the relationship correction remains. negative: false data_needs: Run-owned records and configuration in an isolated workspace. bound_to: [] provenance: proposed source: >- services-crm:modules/entities/tests/e2e/contacts.e2e.spec.js#answers 400 naming sys_version to a patch that tests no version; react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 exercises: - CAP-CRM-ENT-004 - CAP-CRM-ENT-009 workflows: - WF-CRM-ENT-002 test_anchors: [] action_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/e2e/contacts.e2e.spec.js#answers 400 naming sys_version to a patch that tests no version; react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 assertion_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/e2e/contacts.e2e.spec.js#answers 400 naming sys_version to a patch that tests no version; react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 binding_scope: 'unbound: the detailed scenario still needs executable proof.' - id: ATS-CRM-ENT-009-20 title: Remove a relationship and resolve its dependent details together category: interaction level: api proves: - BR-CAP-CRM-ENT-006-10 - BR-CAP-CRM-ENT-009-02 preconditions: A person has one affiliation supplying a linked address and phone. steps: >- Try removing only the affiliation; then remove it while copying the address and removing the phone. expected: >- The incomplete removal changes nothing; the complete save removes the tie and handles both dependent details. negative: false data_needs: Run-owned records and configuration in an isolated workspace. bound_to: [] provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a save that removes the affiliation and keeps the rows linked through it; react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 exercises: - CAP-CRM-ENT-006 - CAP-CRM-ENT-009 workflows: - WF-CRM-ENT-001 - WF-CRM-ENT-002 test_anchors: [] action_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a save that removes the affiliation and keeps the rows linked through it; react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 assertion_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a save that removes the affiliation and keeps the rows linked through it; react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 binding_scope: 'unbound: the detailed scenario still needs executable proof.' - id: ATS-CRM-ENT-009-21 title: Keep a one-day affiliation current on its last day category: interaction level: api proves: - BR-CAP-CRM-ENT-009-07 - BR-CAP-CRM-ENT-010-02 preconditions: >- A person has an affiliation whose start and end are the same workspace date. steps: Read the people list on that date and again on the next workspace date. expected: The tie is current on its single day and past on the following day. negative: false data_needs: Run-owned records and configuration in an isolated workspace. bound_to: [] provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses an affiliation that ends before it starts; services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.business-dates.integration.spec.js#reads a tie ending on the tenant's today as current exercises: - CAP-CRM-ENT-009 - CAP-CRM-ENT-010 workflows: - WF-CRM-ENT-002 test_anchors: [] action_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses an affiliation that ends before it starts; services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.business-dates.integration.spec.js#reads a tie ending on the tenant's today as current assertion_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses an affiliation that ends before it starts; services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.business-dates.integration.spec.js#reads a tie ending on the tenant's today as current binding_scope: 'unbound: the detailed scenario still needs executable proof.' - id: ATS-CRM-ENT-009-22 title: End a primary tie and its open responsibility period category: interaction level: api proves: - BR-CAP-CRM-ENT-009-06 - BR-CAP-CRM-ENT-011-04 preconditions: A person’s primary affiliation has an open role period. steps: >- Save an end date for that affiliation; read the relationship and role periods. expected: >- Primary designation clears and the open role ends with the affiliation without promoting another tie. negative: false data_needs: Run-owned records and configuration in an isolated workspace. bound_to: [] provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#makes nothing primary in its place; services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#ends the open roles of an affiliation the save ends, on the same day exercises: - CAP-CRM-ENT-009 - CAP-CRM-ENT-011 workflows: - WF-CRM-ENT-001 - WF-CRM-ENT-002 test_anchors: [] action_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#makes nothing primary in its place; services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#ends the open roles of an affiliation the save ends, on the same day assertion_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#makes nothing primary in its place; services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#ends the open roles of an affiliation the save ends, on the same day binding_scope: 'unbound: the detailed scenario still needs executable proof.' - id: ATS-CRM-ENT-009-23 title: The configured default supplies the Organization command category: interaction level: api proves: - BR-CAP-CRM-ENT-009-11 - BR-CAP-CRM-ENT-017-06 preconditions: An administrator selects a nondefault affiliation type for the workspace. steps: >- Set a person’s primary organization using the Organization command and inspect the created tie. expected: The saved relationship uses the selected workspace default type. negative: false data_needs: Run-owned records and configuration in an isolated workspace. bound_to: [] provenance: proposed source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#ends the previous primary the day before the effective date by default, and its open roles with it; services-crm:modules/entities/tests/e2e/affiliation-types.e2e.spec.js#refuses a caller who may only read affiliation types the change of the default (403) exercises: - CAP-CRM-ENT-009 - CAP-CRM-ENT-017 workflows: [] test_anchors: [] action_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#ends the previous primary the day before the effective date by default, and its open roles with it; services-crm:modules/entities/tests/e2e/affiliation-types.e2e.spec.js#refuses a caller who may only read affiliation types the change of the default (403) assertion_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#ends the previous primary the day before the effective date by default, and its open roles with it; services-crm:modules/entities/tests/e2e/affiliation-types.e2e.spec.js#refuses a caller who may only read affiliation types the change of the default (403) binding_scope: 'unbound: the detailed scenario still needs executable proof.' - id: ATS-CRM-ENT-009-24 title: Establish current and future ties and remove an erroneous past tie category: transition level: api proves: - BR-CAP-CRM-ENT-009-03 - BR-CAP-CRM-ENT-009-07 preconditions: >- A person has one ended affiliation and two unused organization and type combinations. steps: >- Add one future affiliation and one current affiliation; then submit an explicit list without the erroneous past affiliation. expected: >- The new ties read as upcoming and current; the explicitly omitted past tie and its owned role periods are removed. negative: false data_needs: Run-owned records and configuration in an isolated workspace. bound_to: [] provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a new link through an upcoming affiliation, naming the path test_anchors: [] action_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a new link through an upcoming affiliation, naming the path assertion_evidence: provenance: proposed source: >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a new link through an upcoming affiliation, naming the path binding_scope: 'unbound: the detailed scenario still needs executable proof.' - id: ATS-CRM-ENT-009-25 title: Exercise every declared authority independently category: permission level: api proves: - BR-CAP-CRM-ENT-009-15 preconditions: >- An eligible record and configuration fixture exist for each operation; the caller can reach only the run’s workspace. steps: >- For each declared permission, execute its matching operation with that permission, then without it while retaining the other required grants. Read affected records after every refused mutation. expected: >- The authorized case reaches the operation; the missing-grant case is refused and preserves saved data. Record access alone does not authorize the other declared actions. negative: true data_needs: Run-owned records and configuration in an isolated workspace. bound_to: [] provenance: proposed source: >- services-crm:aws/crm.service.ts:ApplicationPermissions; services-crm:modules/entities/aws/api/entities.routes.ts permission_keys: - crm.contacts.update - crm.contacts.read - crm.affiliation-types.read - crm.organizations.read test_anchors: [] action_evidence: provenance: proposed source: >- services-crm:aws/crm.service.ts:ApplicationPermissions; services-crm:modules/entities/aws/api/entities.routes.ts assertion_evidence: provenance: proposed source: >- services-crm:aws/crm.service.ts:ApplicationPermissions; services-crm:modules/entities/aws/api/entities.routes.ts binding_scope: 'unbound: the detailed scenario still needs executable proof.' evidence: - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for an organization the tenant does not have - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#saves no contact for a write it refused - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0177.spec.ts#CRM-ACC-0177 - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#matches each stored affiliation once: a second statement of it stays new - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0205.spec.ts#CRM-ACC-0205 - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two affiliations newly marked primary at once - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#unmarks the previous primary when another affiliation is marked primary - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#unmarks the old primary, which stays open and current - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for two affiliations newly marked primary - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses a primary affiliation that starts after today - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses a new primary affiliation with an end date - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for a primary affiliation with an end date, naming the field - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0176.spec.ts#CRM-ACC-0176 - >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#makes nothing primary in its place - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#clears the flag of a stored primary the save ends, and promotes nothing - >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#clears its primary flag - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0174.spec.ts#CRM-ACC-0174 - >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses an affiliation that ends before it starts - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0173.spec.ts#CRM-ACC-0173 - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two overlapping affiliations to the same organization of the same type - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#finds periods that share their last and first day overlapping - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#finds an undated period overlapping every other - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#keeps two current affiliations to the same organization of different types - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#accepts two affiliations to the same organization of the same type in separate periods - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0179.spec.ts#CRM-ACC-0179 - >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses to move the affiliation to another organization under the same id (docs/affiliations/README.md §0b.2) - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0187.spec.ts#CRM-ACC-0187 - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#counts only current and upcoming affiliations against the limit: ended history is unlimited (M2-D5) - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses more than 100 affiliations, and takes 100 - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#ends the previous primary affiliation yesterday by default ('end'), no longer primary and now past - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#makes one primary affiliation of the default type other, starting today, open-ended, with the contact’s job title - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#keeps the previous affiliation open and current, no longer primary, with 'keep' - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#starts the new affiliation on an earlier effective date and ends the previous one the day before it - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#leaves no primary organization when the organization is cleared, and ends the previous one yesterday - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#removes a previous primary that began on the day it is ended before, as a stay of no days - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 400 for an effective date after today, naming the field - 'react-console:lib/affiliations/section.ts:affiliationBeingLeft' - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#gives the contact the primary affiliation's job title when the save changed only the affiliation's - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#gives the primary affiliation the contact's job title when the save changed the contact's - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#gives a primary affiliation with no job title the contact's - >- react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0056.spec.ts#CRM-ACC-0056 - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0208.spec.ts#CRM-ACC-0208 - >- services-crm:modules/entities/tests/e2e/contact-information-sources.e2e.spec.js#refuses 400 a second contact naming the same affiliation id, saying another affiliation has it - >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a UUIDv7 written in uppercase, which is not the canonical form - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 403 permission_missing to a caller who may read organizations but not contacts - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers the affiliations effective today by default, in contact order - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers the ended affiliations for effective=past - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers the affiliations effective on the as_of date - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers only the affiliations holding the contact_role_id given - >- services-crm:modules/entities/tests/e2e/contact-affiliations.e2e.spec.js#answers 200 with no affiliations for an organization the tenant does not have - >- services-crm:modules/entities/tests/unit/api/organization-affiliation-page-mapper.spec.js#answers the total beside the page count - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0207.spec.ts#CRM-ACC-0207 - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0201.spec.ts#CRM-ACC-0201 - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0170.spec.ts#CRM-ACC-0170 - >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0185.spec.ts#CRM-ACC-0185 - >- services-crm:modules/entities/tests/e2e/contacts.e2e.spec.js#answers 400 naming sys_version to a patch that tests no version - >- services-crm:modules/entities/tests/integration/services/persistence/contacts.queries.integration.spec.js#answers a contact whose affiliation to the organization is not its primary one; services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#refuses two affiliations newly marked primary at once - >- services-crm:modules/entities/tests/e2e/contacts.e2e.spec.js#answers 400 naming sys_version to a patch that tests no version; react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 - >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a save that removes the affiliation and keeps the rows linked through it; react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0202.spec.ts#CRM-ACC-0202 - >- services-crm:modules/entities/tests/integration/services/persistence/contacts.integration.spec.js#refuses an affiliation that ends before it starts; services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.business-dates.integration.spec.js#reads a tie ending on the tenant's today as current - >- services-crm:modules/entities/tests/integration/services/persistence/contact-affiliations.integration.spec.js#makes nothing primary in its place; services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#ends the open roles of an affiliation the save ends, on the same day - >- services-crm:modules/entities/tests/unit/services/persistence/contact-affiliations.spec.js#ends the previous primary the day before the effective date by default, and its open roles with it; services-crm:modules/entities/tests/e2e/affiliation-types.e2e.spec.js#refuses a caller who may only read affiliation types the change of the default (403) - >- services-crm:modules/entities/tests/integration/services/persistence/contact-information-sources.integration.spec.js#refuses a new link through an upcoming affiliation, naming the path - >- services-crm:aws/crm.service.ts:ApplicationPermissions; services-crm:modules/entities/aws/api/entities.routes.ts coverage: rule: covered transition: covered validation: covered permission: covered edge: covered failure: covered boundary: covered concurrency: covered invariant: covered interaction: covered previous_approval: revision: 1 approved_by: Andrew approved_at: '2026-10-22T00:00:00.000Z' transition_coverage: - state_model: STATE-CRM-ENT-005 from: new to: upcoming scenarios: - ATS-CRM-ENT-009-24 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/design/state-models/STATE-CRM-ENT-005-affiliation-and-role-period-lifecycle.md:transitions - state_model: STATE-CRM-ENT-005 from: new to: current scenarios: - ATS-CRM-ENT-009-24 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/design/state-models/STATE-CRM-ENT-005-affiliation-and-role-period-lifecycle.md:transitions - state_model: STATE-CRM-ENT-005 from: current to: current primary scenarios: - ATS-CRM-ENT-009-04 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/design/state-models/STATE-CRM-ENT-005-affiliation-and-role-period-lifecycle.md:transitions - state_model: STATE-CRM-ENT-005 from: current primary to: current scenarios: - ATS-CRM-ENT-009-11 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/design/state-models/STATE-CRM-ENT-005-affiliation-and-role-period-lifecycle.md:transitions - state_model: STATE-CRM-ENT-005 from: current to: past scenarios: - ATS-CRM-ENT-009-06 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/design/state-models/STATE-CRM-ENT-005-affiliation-and-role-period-lifecycle.md:transitions - state_model: STATE-CRM-ENT-005 from: current primary to: past scenarios: - ATS-CRM-ENT-009-06 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/design/state-models/STATE-CRM-ENT-005-affiliation-and-role-period-lifecycle.md:transitions - state_model: STATE-CRM-ENT-005 from: current to: removed scenarios: - ATS-CRM-ENT-009-03 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/design/state-models/STATE-CRM-ENT-005-affiliation-and-role-period-lifecycle.md:transitions - state_model: STATE-CRM-ENT-005 from: past to: removed scenarios: - ATS-CRM-ENT-009-24 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/design/state-models/STATE-CRM-ENT-005-affiliation-and-role-period-lifecycle.md:transitions coverage_notes: {} coverage_findings: - FND-CRM-ENT-057 - FND-CRM-ENT-075 permission_coverage: - key: crm.contacts.update where_checked: api scenario: ATS-CRM-ENT-009-25 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md - key: crm.contacts.read where_checked: api scenario: ATS-CRM-ENT-009-25 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md - key: crm.affiliation-types.read where_checked: api scenario: ATS-CRM-ENT-009-25 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md - key: crm.organizations.read where_checked: api scenario: ATS-CRM-ENT-009-25 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md related_coverage: - capability: CAP-CRM-ENT-003 scenarios: - ATS-CRM-ENT-009-18 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md:related - capability: CAP-CRM-ENT-006 scenarios: - ATS-CRM-ENT-009-20 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md:related - capability: CAP-CRM-ENT-010 scenarios: - ATS-CRM-ENT-009-21 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md:related - capability: CAP-CRM-ENT-011 scenarios: - ATS-CRM-ENT-009-22 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md:related - capability: CAP-CRM-ENT-017 scenarios: - ATS-CRM-ENT-009-23 provenance: documented source: >- rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md:related examination_evidence: provenance: documented source: 'rhythm-v2-docs:specs/crm/entities/reports/EXAMINATION-2026-10-23.md' heading_conflict: FND-CRM-ENT-075 --- # Maintain a person’s organizational relationships ## Coverage The category map separates specified cases from recorded gaps. A proposed case describes proof to implement; a binding identifies the assertions supplied by an existing executable file. The permission and transition ledgers record the individual checks needed for the capability. | Required rule | Scenario or finding | |---|---| | `BR-CAP-CRM-ENT-009-01` | `ATS-CRM-ENT-009-01` | | `BR-CAP-CRM-ENT-009-02` | `ATS-CRM-ENT-009-02`, `ATS-CRM-ENT-009-17`, `ATS-CRM-ENT-009-19`, `ATS-CRM-ENT-009-20` | | `BR-CAP-CRM-ENT-009-03` | `ATS-CRM-ENT-009-03`, `ATS-CRM-ENT-009-24` | | `BR-CAP-CRM-ENT-009-04` | `ATS-CRM-ENT-009-04`, `ATS-CRM-ENT-009-18` | | `BR-CAP-CRM-ENT-009-05` | `ATS-CRM-ENT-009-05` | | `BR-CAP-CRM-ENT-009-06` | `ATS-CRM-ENT-009-06`, `ATS-CRM-ENT-009-22` | | `BR-CAP-CRM-ENT-009-07` | `ATS-CRM-ENT-009-07`, `ATS-CRM-ENT-009-21`, `ATS-CRM-ENT-009-24` | | `BR-CAP-CRM-ENT-009-08` | `ATS-CRM-ENT-009-08` | | `BR-CAP-CRM-ENT-009-09` | `ATS-CRM-ENT-009-09` | | `BR-CAP-CRM-ENT-009-10` | `ATS-CRM-ENT-009-10` | | `BR-CAP-CRM-ENT-009-11` | `ATS-CRM-ENT-009-11`, `ATS-CRM-ENT-009-23` | | `BR-CAP-CRM-ENT-009-12` | `ATS-CRM-ENT-009-12` | | `BR-CAP-CRM-ENT-009-13` | `ATS-CRM-ENT-009-13` | | `BR-CAP-CRM-ENT-009-14` | `ATS-CRM-ENT-009-14` | | `BR-CAP-CRM-ENT-009-15` | `ATS-CRM-ENT-009-15`, `ATS-CRM-ENT-009-25` | ## Interactions With Related Capabilities The interaction scenarios exercise locate people and organizations; share organization contact points with affiliated people; keep dated relationships current; maintain responsibilities on organizational relationships; configure affiliation types and contact roles. They change one part of a prepared record and inspect the dependent outcome. Unbound interactions remain proposed rather than implying an existing end-to-end implementation. ## Source Evidence The frontmatter pins the repositories and identifies the source anchors for each scenario. Bindings record inspected assertions, while unbound cases remain proposed. Source inspection supplies no execution result or product approval.