---
id: FAS-CRM-ENT-07
title: Record Protection and History acceptance
feature: FEAT-CRM-ENT-07
product_area: crm
module: entities
revision: 1
status: proposed
product_intent: proposed
source_sha:
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
capabilities:
  - CAP-CRM-ENT-004
  - CAP-CRM-ENT-013
  - CAP-CRM-ENT-014
  - CAP-CRM-ENT-015
  - CAP-CRM-ENT-016
scenarios:
  - id: FAS-CRM-ENT-07-01
    title: Trace an accountable correction across record sections
    kind: behaviour
    exercises:
      - CAP-CRM-ENT-004
      - CAP-CRM-ENT-015
      - CAP-CRM-ENT-016
    relies_on:
      - ATS-CRM-ENT-004-03
      - ATS-CRM-ENT-015-03
      - ATS-CRM-ENT-016-01
    preconditions: A person has typed details and readable audit history.
    steps: >-
      Make a versioned correction across several sections; inspect its revision,
      apply a delete lock with a reason and inspect lock audit.
    expected: >-
      The correction is one aggregate revision; the later reasoned lock has its
      own audit and version.
    negative: false
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
  - id: FAS-CRM-ENT-07-02
    title: Lifecycle and protection preserve an open editor’s basis
    kind: interaction
    exercises:
      - CAP-CRM-ENT-004
      - CAP-CRM-ENT-013
      - CAP-CRM-ENT-015
      - CAP-CRM-ENT-016
    relies_on:
      - ATS-CRM-ENT-004-01
      - ATS-CRM-ENT-013-05
      - ATS-CRM-ENT-015-05
      - ATS-CRM-ENT-016-01
    preconditions: >-
      An editor holds an older read while an administrator can lock and archive
      the same person.
    steps: >-
      Lock the person and attempt the pending save; release the lock, archive it
      and try again; inspect both histories.
    expected: >-
      Each protected attempt is refused without overwriting prior data; the
      administrator’s lifecycle changes remain attributable.
    negative: true
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
  - id: FAS-CRM-ENT-07-03
    title: 'Archive, restore and delete while retaining history'
    kind: lifecycle
    exercises:
      - CAP-CRM-ENT-004
      - CAP-CRM-ENT-013
      - CAP-CRM-ENT-014
      - CAP-CRM-ENT-016
    relies_on:
      - ATS-CRM-ENT-013-03
      - ATS-CRM-ENT-013-04
      - ATS-CRM-ENT-014-02
      - ATS-CRM-ENT-016-02
    preconditions: >-
      A person has contact points, affiliations and history, with no deletion
      blocker.
    steps: >-
      Archive and restore it, then delete through the API; compare direct reads
      and authorized history after each action.
    expected: >-
      The identity and details survive restoration; deletion removes the live
      aggregate while its history remains inspectable.
    negative: false
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-014-delete-a-contact-or-an-organization.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-014-delete-a-contact-or-an-organization.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-014-delete-a-contact-or-an-organization.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
  - id: FAS-CRM-ENT-07-04
    title: 'Separate correction, release, archive, delete and history grants'
    kind: permission
    exercises:
      - CAP-CRM-ENT-004
      - CAP-CRM-ENT-013
      - CAP-CRM-ENT-014
      - CAP-CRM-ENT-015
      - CAP-CRM-ENT-016
    relies_on:
      - ATS-CRM-ENT-013-01
      - ATS-CRM-ENT-014-01
      - ATS-CRM-ENT-015-01
      - ATS-CRM-ENT-016-02
    preconditions: >-
      Callers have independently selected update, unlock, archive, delete and
      history authority.
    steps: >-
      Exercise each operation with its own grant and without it; inspect the
      live record and accessible history after refusals.
    expected: >-
      No grant silently authorizes another protected action; refused mutations
      preserve both record content and audit integrity.
    negative: true
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-014-delete-a-contact-or-an-organization.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-014-delete-a-contact-or-an-organization.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-014-delete-a-contact-or-an-organization.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
  - id: FAS-CRM-ENT-07-05
    title: An unchanged aggregate save creates no new history
    kind: regression
    exercises:
      - CAP-CRM-ENT-004
      - CAP-CRM-ENT-016
    relies_on:
      - ATS-CRM-ENT-004-02
      - ATS-CRM-ENT-016-01
    preconditions: >-
      A contact and organization exist; a changed save establishes that the
      revision read is working.
    steps: >-
      Read each aggregate and save it back unchanged; compare saved versions,
      modification times and revision counts, then try an unchanged stale save.
    expected: >-
      Current unchanged saves preserve versions, times and history; the stale
      save remains refused.
    negative: true
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to:
      - TST-CRM-ENT-753
    provenance: test
    source: >-
      services-crm:modules/entities/tests/integration/services/persistence/record-saves.no-op.integration.spec.js#writes
      no revision
    action_evidence:
      provenance: test
      source: >-
        services-crm:modules/entities/tests/integration/services/persistence/record-saves.no-op.integration.spec.js#writes
        no revision
    assertion_evidence:
      provenance: test
      source: >-
        services-crm:modules/entities/tests/integration/services/persistence/record-saves.no-op.integration.spec.js#writes
        no revision
    binding_scope: >-
      Partial: contact version, timestamp, revision absence and stale-save
      checks; organization version and timestamp checks. Organization history
      and stale refusal remain proposed: FND-CRM-ENT-076.
    test_anchors:
      - >-
        services-crm:modules/entities/tests/integration/services/persistence/record-saves.no-op.integration.spec.js#writes
        no revision
    unbound_assertions:
      - assertion: An unchanged organization save leaves its revision count unchanged.
        provenance: unknown
        source: FND-CRM-ENT-076
      - assertion: An unchanged organization save with a stale version is refused.
        provenance: unknown
        source: FND-CRM-ENT-076
evidence:
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-014-delete-a-contact-or-an-organization.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-004-change-a-record-without-losing-anyone-s-edit.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-014-delete-a-contact-or-an-organization.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-015-lock-records-against-change-and-protect-the-records-rhythm.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-016-see-who-changed-a-contact-or-an-organization-and-what.md
  - >-
    services-crm:modules/entities/tests/integration/services/persistence/record-saves.no-op.integration.spec.js#writes
    no revision
---

# Record Protection and History: Feature Acceptance Suite

## What the Feature Must Do as a Whole

The suite follows records through protection, archival, restoration, deletion and history inspection. It checks those actions against an editor’s previously read version and against retained evidence of change. The regression case compares unchanged saves with a changed save that establishes the history check.

## Interactions Between Capabilities

The open-editor case joins record lifecycle and protection with version-aware correction. The unchanged-save case also connects persistence to history inspection; its executable contribution covers the contact checks and organization version and timestamp checks, while organization history and stale-save proof remain a recorded gap.

## Regression Record

| Revision | Change | Scenario | Why |
|---|---|---|---|
| 1 | initial | all | Establish the feature acceptance suite from the planning and design contracts. |
| 2 | continuation examination | all | Rewrite the suite explanation, verify its evidence and restore source-backed bindings where available. |