--- id: JNY-CRM-ENT-004 title: Configure an affiliation type and use it on a contact 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: >- Define a relationship type and its shared-detail defaults, select it as the workspace default and retire it without altering existing affiliations. capabilities: - CAP-CRM-ENT-017 - CAP-CRM-ENT-018 - CAP-CRM-ENT-009 - CAP-CRM-ENT-006 screens: - '/console/{tenantId}/configuration/crm/types/affiliationTypes' - '/console/{tenantId}/configuration/crm/types/affiliationTypes/{id}/edit' - '/console/{tenantId}/crm/contacts/{id}/edit' steps: - 'n': 1 surface: '/console/{tenantId}/configuration/crm/types/affiliationTypes' action: >- Create Member Firm with a description and billing-address-to-work and main-phone-to-work defaults. capability: CAP-CRM-ENT-017 expected: >- The configuration list contains the new type with its derived id and mappings. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0199.spec.ts#CRM-ACC-0199 - 'n': 2 surface: '/console/{tenantId}/configuration/crm/types/affiliationTypes' action: Select Member Firm in the Default Affiliation Type setting. capability: CAP-CRM-ENT-017 expected: The workspace stores Member Firm as its default. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0199.spec.ts#CRM-ACC-0199 - 'n': 3 surface: updateContact action: >- Set a contact’s Organization through the API without specifying an affiliation type. capability: CAP-CRM-ENT-009 expected: The resulting primary affiliation uses Member Firm. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0199.spec.ts#CRM-ACC-0199 - 'n': 4 surface: '/console/{tenantId}/crm/contacts/{id}/edit' action: Open the new-affiliation type selector in the contact editor. capability: CAP-CRM-ENT-006 expected: Member Firm is available with its Link When Added options. provenance: observed source: >- react-console:components/affiliations/affiliation-editor.tsx:Link When Added - 'n': 5 surface: '/console/{tenantId}/configuration/crm/types/affiliationTypes/{id}/edit' action: Attempt to delete Member Firm while it is default and referenced. capability: CAP-CRM-ENT-017 expected: The delete attempt is rejected. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0199.spec.ts#CRM-ACC-0199 - 'n': 6 surface: '/console/{tenantId}/configuration/crm/types/affiliationTypes' action: Reset the workspace default and deactivate Member Firm. capability: CAP-CRM-ENT-017 expected: 'Existing affiliations retain the type, while new selections exclude it.' provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0199.spec.ts#CRM-ACC-0199 alternates: - from_step: 1 condition: The administrator works on the contact-role catalogue instead. path: 'Create, describe, reorder and deactivate a role.' outcome: Its ordered choice is available until deactivated. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0197.spec.ts#CRM-ACC-0197 - from_step: 6 condition: A selected contact type is deactivated before creation completes. path: The contact still saves with that type. outcome: The next chooser visit excludes the inactive choice. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0065.spec.ts#CRM-ACC-0065 failures: - from_step: 2 condition: A standard user attempts to change the default affiliation type. path: The request lacks set-default authority and is rejected. outcome: The prior default remains selected. provenance: test source: >- 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) - from_step: 1 condition: Two mappings target the same destination type. path: Validation identifies the duplicate destination and rejects saving. outcome: No new affiliation type is created. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0200.spec.ts#CRM-ACC-0200 rules_in_play: - BR-CAP-CRM-ENT-017-01 - BR-CAP-CRM-ENT-017-02 - BR-CAP-CRM-ENT-017-05 - BR-CAP-CRM-ENT-017-06 - BR-CAP-CRM-ENT-017-07 - BR-CAP-CRM-ENT-009-11 - BR-CAP-CRM-ENT-006-11 - BR-CAP-CRM-ENT-018-08 assertions: - id: AS-JNY-CRM-ENT-004-01 statement: >- The Organization command uses the workspace’s configured default affiliation type. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0199.spec.ts#CRM-ACC-0199 - id: AS-JNY-CRM-ENT-004-02 statement: A default or referenced affiliation type resists deletion. provenance: test source: >- services-crm:modules/entities/tests/e2e/affiliation-types.e2e.spec.js#refuses the delete of the type that is the default (409) - id: AS-JNY-CRM-ENT-004-03 statement: Deactivation preserves existing affiliations of that type. provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0199.spec.ts#CRM-ACC-0199 e2e_policy: required e2e_reason: >- Browser proof checks configuration controls and the contact editor’s use of their choices. feature: FEAT-CRM-ENT-06 evidence: - >- `react-console` at `da63075876b2c5f4a6af07d457bb24ea8bf4c0c7`: examined `acceptance/crm/journeys/affiliations/CRM-ACC-0197.json`, `CRM-ACC-0199.json`, `CRM-ACC-0200.json`, `acceptance/crm/journeys/contacts/CRM-ACC-0065.json` and their Playwright specs; `lib/routes/__tests__/routes.test.ts` (configuration routes). - >- `services-crm` at `7ea48a414c42eade10d60753b8bcc323b1dd726f`: examined `modules/entities/tests/e2e/affiliation-types.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/affiliations/CRM-ACC-0199.spec.ts#CRM-ACC-0199; react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0197.spec.ts#CRM-ACC-0197; react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0065.spec.ts#CRM-ACC-0065; 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); react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0200.spec.ts#CRM-ACC-0200 - section: Story provenance: observed source: 'react-console:components/affiliations/affiliation-editor.tsx:Link When Added' - section: What Is True Afterwards provenance: test source: >- react-console:acceptance/crm/playwright/journeys/affiliations/CRM-ACC-0199.spec.ts#CRM-ACC-0199; services-crm:modules/entities/tests/e2e/affiliation-types.e2e.spec.js#refuses the delete of the type that is the default (409) proved_by: [] --- # Configure an affiliation type and use it on a contact ## Story A CRM Administrator introduces Member Firm as a new kind of affiliation for the association. She supplies its description and default mappings from the firm's billing address and main phone to the person's work details, then chooses it as the workspace default. The catalogue now offers that relationship vocabulary for later contact work. A subsequent Organization command on a contact omits an explicit affiliation type and uses Member Firm. The administrator checks the contact editor's new-affiliation selector and Link When Added choices, connecting configuration to the staff experience rather than stopping at catalogue creation. She also tests retirement. Deletion is refused while the type is selected as default or referenced by affiliations. Resetting the default and deactivating Member Firm preserves existing ties while removing it from new selection. Configuration changes govern later use without retroactively replacing existing people's relationship meaning. Duplicate destination mappings refuse creation because they would compete for one contact slot. A caller without set-default authority cannot change the workspace default. The frontmatter also includes catalogue-administration variants for contact roles and for a contact type deactivated after selection; these illustrate related retirement behavior, but they are distinct from configuring the Member Firm relationship itself. For Ruth Kim at Harbor Engineering, the administrator checks the later Organization command's result rather than assuming the configuration list proves contact behavior. The saved affiliation uses Member Firm, and the configured work-detail sources remain associated with that tie. If she later retires Member Firm, Ruth's retained relationship explains its earlier meaning. A fresh selector and an existing affiliation therefore provide two different checks of the retirement outcome. ## What Is True Afterwards The Organization command uses the configured workspace relationship type when it needs a default, and the contact editor exposes the applicable sharing choices. After retirement, existing affiliations keep their type and new choices exclude it. Default and reference checks prevent deletion from removing meaning still in use. The administrator has changed future selection without claiming a rewrite of prior affiliations or complete proof of every saved-query path.