--- id: JNY-CRM-ENT-003 title: Archive a closed organization and inspect its retained history product_area: crm module: entities revision: 1 status: approved product_intent: proposed implementation_evidence: observed source_sha: react-console: da63075876b2c5f4a6af07d457bb24ea8bf4c0c7 services-crm: 7ea48a414c42eade10d60753b8bcc323b1dd726f actor: ACT-CRM-003 goal: >- Remove a closed organization from ordinary discovery while retaining its identity, affiliations and change history. capabilities: - CAP-CRM-ENT-014 - CAP-CRM-ENT-013 - CAP-CRM-ENT-009 - CAP-CRM-ENT-003 - CAP-CRM-ENT-016 screens: - '/console/{tenantId}/crm/organizations/{id}' - '/console/{tenantId}/crm/organizations' - '/console/{tenantId}/crm/contacts/{id}' steps: - 'n': 1 surface: deleteOrganization action: >- Attempt deletion of a closed organization still referenced by an ended affiliation. capability: CAP-CRM-ENT-014 expected: Deletion is rejected because the affiliation depends on the organization. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/organizations/CRM-ACC-0116.spec.ts#CRM-ACC-0116 - 'n': 2 surface: '/console/{tenantId}/crm/organizations/{id}' action: >- Choose Archive on the organization record and confirm with the reason Closed down. capability: CAP-CRM-ENT-013 expected: The organization is archived with the reason while retaining its status. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/organizations/CRM-ACC-0147.spec.ts#CRM-ACC-0147 - 'n': 3 surface: '/console/{tenantId}/crm/organizations' action: Inspect the default organization list and an organization selector. capability: CAP-CRM-ENT-003 expected: >- The archived organization is excluded unless archive-inclusive discovery is requested. provenance: test source: >- services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#leaves it out of the list, and lists it for archived=only - 'n': 4 surface: '/console/{tenantId}/crm/organizations/{id}' action: Open the archived organization’s Past contacts. capability: CAP-CRM-ENT-009 expected: The former employee remains associated with the organization. provenance: test source: >- services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#keeps the former employee findable from it under Past, by the contact’s id - 'n': 5 surface: '/console/{tenantId}/crm/contacts/{id}' action: Inspect the former employee’s contact record. capability: CAP-CRM-ENT-009 expected: The ended affiliation identifies the archived organization. provenance: test source: >- services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#keeps the former employee’s affiliation naming the organization, badged archived - 'n': 6 surface: '/console/{tenantId}/crm/organizations/{id}' action: Inspect the organization’s history. capability: CAP-CRM-ENT-016 expected: A revision records the archive and its reason. provenance: test source: >- services-crm:modules/entities/tests/e2e/organizations-history.e2e.spec.js#shows the archive and its reason in the revision before alternates: - from_step: 2 condition: The firm reopens path: The administrator unarchives it with the reason "Reopened" outcome: 'It is back in lists, as it was, with the unarchive reason kept' provenance: test source: >- react-console:acceptance/crm/playwright/journeys/organizations/CRM-ACC-0147.spec.ts#CRM-ACC-0147 failures: - from_step: 2 condition: A standard user presses Archive path: The action is refused for want of the archive key outcome: The firm stays live provenance: test source: >- services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#refuses a caller who may update organizations but not archive them, 403 - from_step: 5 condition: Someone tries to edit the archived firm path: The save is refused as archived outcome: Nothing changes provenance: test source: >- services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#refuses a save of the organization, 409 RecordArchived rules_in_play: - BR-CAP-CRM-ENT-014-05 - BR-CAP-CRM-ENT-013-01 - BR-CAP-CRM-ENT-013-03 - BR-CAP-CRM-ENT-013-05 - BR-CAP-CRM-ENT-013-06 - BR-CAP-CRM-ENT-013-08 - BR-CAP-CRM-ENT-016-01 assertions: - id: AS-JNY-CRM-ENT-003-01 statement: >- The organization is excluded from the default list and included in the archived-only list. provenance: test source: >- services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#leaves it out of the list, and lists it for archived=only - id: AS-JNY-CRM-ENT-003-02 statement: >- Past affiliations retain the organization identity and archive information. provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/organizations.archive.integration.spec.js#keeps the ended affiliation naming the organization's id, with its name and its archive instant - id: AS-JNY-CRM-ENT-003-03 statement: Restoration retains the organization’s business values. provenance: test source: >- services-crm:modules/entities/tests/integration/services/persistence/organizations.archive.integration.spec.js#returns the organization as it was, apart from its version and modified stamps e2e_policy: required e2e_reason: >- Browser proof connects the archive confirmation with list discovery and retained affiliations across record pages. feature: FEAT-CRM-ENT-07 evidence: - >- `react-console` at `da63075876b2c5f4a6af07d457bb24ea8bf4c0c7`: examined `acceptance/crm/journeys/organizations/CRM-ACC-0116.json`, `CRM-ACC-0147.json`, `acceptance/crm/journeys/affiliations/CRM-ACC-0180.json` and their Playwright specs. - >- `services-crm` at `7ea48a414c42eade10d60753b8bcc323b1dd726f`: examined `docs/archive.md`, `modules/entities/tests/e2e/archive.e2e.spec.js`. approved_by: Andrew approved_at: 2026-10-22 narrative: status: verified review: NARRATIVE-REVIEW-2026-10-23 narrative_sources: - section: Story provenance: test source: >- react-console:acceptance/crm/playwright/journeys/organizations/CRM-ACC-0116.spec.ts#CRM-ACC-0116; react-console:acceptance/crm/playwright/journeys/organizations/CRM-ACC-0147.spec.ts#CRM-ACC-0147; services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#leaves it out of the list, and lists it for archived=only; services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#keeps the former employee findable from it under Past, by the contact’s id; services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#keeps the former employee’s affiliation naming the organization, badged archived; services-crm:modules/entities/tests/e2e/organizations-history.e2e.spec.js#shows the archive and its reason in the revision before; services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#refuses a caller who may update organizations but not archive them, 403; services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#refuses a save of the organization, 409 RecordArchived - section: What Is True Afterwards provenance: test source: >- services-crm:modules/entities/tests/e2e/archive.e2e.spec.js#leaves it out of the list, and lists it for archived=only; services-crm:modules/entities/tests/integration/services/persistence/organizations.archive.integration.spec.js#keeps the ended affiliation naming the organization's id, with its name and its archive instant; services-crm:modules/entities/tests/integration/services/persistence/organizations.archive.integration.spec.js#returns the organization as it was, apart from its version and modified stamps - section: Story provenance: observed source: >- services-crm:modules/entities/services/persistence/organizations.ts:assertOrganizationArchivable proved_by: [] --- # Archive a closed organization and inspect its retained history ## Story A CRM Administrator reviews a closed organization whose identity is still named by people's earlier affiliations. Hard deletion encounters those dependencies, so the administrator uses archive to remove the organization from ordinary discovery while preserving its information. She confirms the action with the current version and an explanatory reason. She then checks the default and archived selections and opens retained relationship information. Former affiliates still name the organization, and their reads identify that it is archived. History supplies the account of the lifecycle change. If circumstances change, she can restore the organization through the separate unarchive action and inspect the preserved business values. The complete journey combines console entry points with service-level evidence for later checks; it does not claim every step has independent browser proof. Update authority alone does not authorize archive. Without the record kind's archive permission, the attempt is refused and the organization stays available as before. A stale version or applicable update lock also prevents the lifecycle change. An ordinary edit of an archived organization is refused; authorized restoration is the route back to ordinary maintenance. For Harbor Engineering, the administrator's purpose is to stop offering a closed firm for ordinary work while retaining the identity needed by former employees. She reads a former employee's ended affiliation and compares its organization reference with the archived firm. If the firm reopens, she records Reopened during restoration and checks availability again. This is preservation of the existing organization, rather than entry of a replacement firm with a similar name. ## What Is True Afterwards After archive, ordinary discovery excludes the organization while explicit archived discovery and direct reads retain it. Past affiliations still explain their organizational context, and history records the change. If the administrator restores it, its business information remains rather than being reconstructed. Availability changes through a lifecycle action; the organization's status and preserved relationships keep their separate meanings.