--- id: CAP-MBR-STR-008 title: Connect unit dues to products and settlement choices feature: FEAT-MBR-STR-02 product_area: membership module: structure revision: 1 status: draft product_intent: proposed implementation_evidence: observed supersedes: - react-console acceptance inventory CAP-MBR-STR-010 - react-console acceptance inventory CAP-MBR-STR-011 source_sha: services-membership: 5994c270e8a37a30f848e99ba5b5ee6b87c08893 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - >- services-membership:docs/migrations/packages-as-products/README.md#D-1 (Andrew, 2026-10-18: the package is the product) - >- services-membership:docs/migrations/packages-as-products/README.md#Ordering profiles (Commerce's decision approved by Andrew on 2026-10-18) purpose: >- Administrators connect local dues offerings to Accounting products and the unit’s Commerce settlement profile. outcomes: - Accounting remains the source of shared dues-product information. - A unit can express its own settlement choice or inherit one. concepts: - CON-MBR-STR-002 actors: - ACT-MBR-001 - ACT-MBR-002 - ACT-MBR-005 surfaces: - api preconditions: [] postconditions: [] permissions: - key: membership.structure.read where_checked: api scope: tenant - key: membership.structure.manage where_checked: api scope: tenant - key: membership.application.access where_checked: api scope: tenant rules: - id: BR-CAP-MBR-STR-008-01 proved_by: [ATS-MBR-STR-004-09, ATS-MBR-STR-008-01, TST-MBR-STR-009, TST-MBR-STR-096] statement: >- A dues extension uses the identity of an existing Accounting chapter-dues product and rejects missing products or other product types. kind: validation enforced_at: - service must_prove: true provenance: test source: >- services-membership:tests/e2e/packages-as-products.e2e.spec.ts#packages as products, through the API › extends a product of type chapter_dues as a unit’s dues product, under the product’s id, with the product’s name origin: >- services-membership:docs/migrations/packages-as-products/README.md#D-1 (Andrew, 2026-10-18: the package is the product) - id: BR-CAP-MBR-STR-008-02 proved_by: [ATS-MBR-STR-008-02] statement: >- Each unit has at most one dues extension per package and one extension without a package, and a product cannot extend dues for multiple units. kind: invariant enforced_at: - service - database must_prove: true provenance: observed source: >- services-membership:modules/structure/services/persistence/organizational-unit-dues-products.ts:createDuesProduct origin: none - id: BR-CAP-MBR-STR-008-03 proved_by: [ATS-MBR-STR-008-03, ATS-MBR-STR-012-14, TST-MBR-STR-009] statement: >- Dues reads obtain name, status, visibility, business unit and sale dates from Accounting; a missing product returns its identifier with inactive and hidden defaults. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-membership:modules/structure/tests/unit/accounting-products.spec.ts#the Accounting products port › answers a product Accounting no longer has as its id, inactive, hidden, with no product status origin: >- services-membership:docs/migrations/packages-as-products/README.md#D-1 (Andrew, 2026-10-18: the package is the product) - id: BR-CAP-MBR-STR-008-04 proved_by: [ATS-MBR-STR-008-04, TST-MBR-STR-096] statement: >- A dues extension can change its package at the version read, while retirement and deletion are unavailable in Membership because product status belongs to Accounting. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-membership:tests/e2e/packages-as-products.e2e.spec.ts#packages as products, through the API › re-points a unit’s dues product at another package at the version just read, 200 with the next version origin: >- services-membership:docs/migrations/packages-as-products/README.md#D-1 (Andrew, 2026-10-18: the package is the product) - id: BR-CAP-MBR-STR-008-05 proved_by: [] statement: A dues extension’s package reference is not verified against the workspace’s package catalogue. kind: validation enforced_at: - service must_prove: false provenance: observed source: >- services-membership:modules/structure/services/persistence/organizational-unit-dues-products.ts:createDuesProduct origin: none - id: BR-CAP-MBR-STR-008-06 proved_by: [ATS-MBR-STR-006-11, ATS-MBR-STR-008-05, TST-MBR-STR-082] statement: >- Financial settings are created without a version, then require the current version for replacement; a premature version fails and absent settings read as not found. kind: policy enforced_at: - service must_prove: true provenance: observed source: >- services-membership:modules/structure/services/persistence/organizational-unit-financial-settings.ts:setFinancialSettings origin: none - id: BR-CAP-MBR-STR-008-07 proved_by: [ATS-MBR-STR-008-06, ATS-MBR-STR-008-08, TST-MBR-STR-082] statement: >- A unit stores only an ordering-profile reference checked for shape, with an absent choice inheriting the program, application and workspace defaults. kind: policy enforced_at: [] must_prove: true provenance: documented source: >- services-membership:docs/migrations/packages-as-products/README.md#Ordering profiles (added the same day, from Commerce's decision Andrew approved at about 15:45 UTC) origin: >- services-membership:docs/migrations/packages-as-products/README.md#Ordering profiles (Commerce's decision approved by Andrew on 2026-10-18) note: >- The permitted implementation stores a soft reference. The cited product record describes fallback resolution; this examination does not establish its execution in the owning checkout service. - id: BR-CAP-MBR-STR-008-08 proved_by: [] statement: The stored default dues-product reference is checked for shape and has no consumer. kind: validation enforced_at: - service must_prove: false provenance: observed source: >- services-membership:modules/structure/services/finance/accounting-references.ts:checkAccountingReferenceShapes origin: none - id: BR-CAP-MBR-STR-008-09 proved_by: [ATS-MBR-STR-003-09, ATS-MBR-STR-008-07, TST-MBR-STR-077] statement: Inactive and merged units permit financial-setting saves and dues-extension creation. kind: policy enforced_at: - service must_prove: false provenance: observed source: >- services-membership:modules/structure/services/persistence/organizational-unit-dues-products.ts:createDuesProduct origin: none scenarios: - id: SC-CAP-MBR-STR-008-01 given: Accounting contains the chapter-dues product intended for Atlanta. when: Staff create its unit extension without a package-specific association. then: The returned dues offering uses the Accounting product’s shared fields. provenance: test source: >- services-membership:tests/e2e/packages-as-products.e2e.spec.ts#packages as products, through the API › extends a product of type chapter_dues as a unit’s dues product, under the product’s id, with the product’s name edge_cases: - id: SC-CAP-MBR-STR-008-02 given: The product behind Atlanta’s dues becomes inactive. when: The dues extension is read again. then: Its returned product fields identify it as inactive and hidden. provenance: test source: >- services-membership:modules/structure/tests/unit/accounting-products.spec.ts#the Accounting products port › answers the product’s common fields under the names the package wire kept: inactive is not active and not portal visible constraints: [] depends_on: - CAP-MBR-STR-006 - CAP-MBR-STR-012 related: - CAP-MBR-STR-003 - CAP-MBR-STR-009 journeys: - JNY-MBR-STR-001 open_questions: [] evidence: - >- services-membership: Examination of dues product and financial settings persistence, the Accounting products port and the reference checker. - >- services-membership: Examination of packages-as-products end-to-end, Accounting port unit and integration tests, acceptance journeys MBR-ACC-0023 and 0024. - 'services-membership: Examination of the packages-as-products record.' - 'services-membership:modules/structure/services/finance/accounting-references.ts' - 'services-membership:modules/structure/services/persistence/organizational-unit-dues-products.ts' - 'services-membership:modules/structure/services/persistence/organizational-unit-financial-settings.ts' - 'services-membership:modules/structure/tests/unit/accounting-products.spec.ts' - 'services-membership:tests/e2e/packages-as-products.e2e.spec.ts' controls: [TC-AVL-002, TC-AVL-003, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-CHG-001, TC-CHG-002, TC-CHG-003, TC-CHG-004, TC-CRY-001, TC-CRY-002, TC-CRY-003, TC-DAT-001, TC-DAT-007, TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-PI-001, TC-PI-003, TC-PI-005, TC-SEC-001, TC-SEC-004, TC-TEN-001, TC-TEN-002, TC-TEN-003] exercised_by: [FAS-MBR-STR-02-01, FAS-MBR-STR-02-02, FAS-MBR-STR-02-03, FAS-MBR-STR-02-04, FAS-MBR-STR-02-05] suites: [TST-MBR-STR-009, TST-MBR-STR-077, TST-MBR-STR-082, TST-MBR-STR-096] --- # Connect unit dues to products and settlement choices ## Purpose Administrators connect local dues offerings to Accounting products and the unit’s Commerce settlement profile. ## How It Works Staff first prepare a chapter-dues product in Accounting. They extend it in Membership for the appropriate unit, optionally associating a membership package. A package-specific offering and a catch-all express different selling contexts. The extension keeps the product’s identity. Reads obtain shared product information live rather than maintaining a competing copy. Staff can replace the package association at the version read. Product retirement remains an Accounting action. Financial settings separately identify the Commerce profile for the unit’s dues. An omitted profile delegates to the documented inheritance choices. Saving those settings creates the first record or replaces the existing version. The product should make the unverified package and profile references clear when staff configure local finance. ## Relationships - Unit records supply the owner of each local finance setting. - Membership packages identify the package-specific dues context. - Merging leaves local finance records for separate resolution.