---
id: JNY-PFM-DJE-005
title: Reconcile a recurring producer delivery with staff changes
feature: FEAT-PFM-DJE-04
product_area: platform
module: data-job-engine
revision: 1
status: draft
product_intent: confirmed
implementation_evidence: observed
supersedes:
  - CRM-ACC-0643
  - CRM-ACC-0644
  - CRM-ACC-0647
  - CRM-ACC-0667
  - DJE-ACC-0012
  - DJE-ACC-0013
source_sha:
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
  macroservice-libraries: 54536a441935c6e09fdb7f96f0bec71c52ba4e03
  services-platform: ad3f6a6582843008ed0f5a17b131878d15829af1
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
actor: ACT-PFM-036
goal: >-
  Keep records aligned with a producer’s recurring input while inspecting duplicate, stale, dependency
  and staff-edit outcomes.
capabilities:
  - CAP-PFM-DJE-011
  - CAP-PFM-DJE-012
  - CAP-PFM-DJE-005
  - CAP-PFM-DJE-006
  - CAP-PFM-DJE-004
  - CAP-PFM-DJE-015
screens: []
steps:
  - 'n': 1
    surface: openDataJobUpload … completeDataJobUpload
    action: Upload the current delivery file.
    capability: CAP-PFM-DJE-011
    expected: Its completed session can supply the import.
    provenance: documented
    source: 'services-platform:docs/data-jobs/uploads.md#Step 4: complete'
  - 'n': 2
    surface: submitOrganizationDataJob
    action: Submit a keyed organization upsert with reject policy.
    capability: CAP-PFM-DJE-012
    expected: The file enters bulk processing.
    provenance: test
    source: 'react-console:acceptance/crm/playwright/journeys/data-operations/CRM-ACC-0643.spec.ts#CRM-ACC-0643'
  - 'n': 3
    surface: getOrganizationDataJob
    action: Poll job detail until processing settles.
    capability: CAP-PFM-DJE-005
    expected: 'Outcome totals distinguish applications, skips, blocks and conflicts.'
    provenance: documented
    source: 'services-crm:docs/data-jobs.md#Listing a tenant''s jobs'
  - 'n': 4
    surface: submitOrganizationDataJob
    action: 'Repeat previously applied, revisioned input.'
    capability: CAP-PFM-DJE-012
    expected: Already applied or superseded upserts receive duplicate or stale outcomes.
    provenance: test
    source: >-
      macroservice-libraries:packages/data-jobs/src/tests/integration/keyed-data-jobs.integration.spec.ts#skips
      a delivery of a revision already applied, which is what a rerun of yesterday’s file is
  - 'n': 5
    surface: submitOrganizationDataJob
    action: Deliver new input for a record edited since its previous producer write.
    capability: CAP-PFM-DJE-006
    expected: Reject policy preserves the staff edit and reports conflict.
    provenance: test
    source: 'react-console:acceptance/crm/playwright/journeys/data-operations/CRM-ACC-0667.spec.ts#CRM-ACC-0667'
  - 'n': 6
    surface: retryOrganizationDataJob
    action: Retry branches after their missing head office has arrived.
    capability: CAP-PFM-DJE-004
    expected: The retained dependent input now attaches successfully.
    provenance: test
    source: 'react-console:acceptance/crm/playwright/journeys/data-operations/CRM-ACC-0647.spec.ts#CRM-ACC-0647'
  - 'n': 7
    surface: readOrganizationsBySourceKey
    action: Read a sample of the delivered producer keys.
    capability: CAP-PFM-DJE-015
    expected: The supported lookup returns corresponding current records.
    provenance: test
    source: 'react-console:acceptance/crm/playwright/journeys/data-operations/CRM-ACC-0676.spec.ts#CRM-ACC-0676'
alternates:
  - from_step: 2
    condition: The selected delivery policy explicitly permits replacement.
    path: Submit the input under overwrite policy.
    outcome: 'The producer update may replace staff values, with policy retained on the job.'
    provenance: test
    source: >-
      macroservice-libraries:packages/data-jobs/src/tests/integration/keyed-data-jobs.integration.spec.ts#applies
      the delivery over the change when the job was submitted to overwrite
failures:
  - from_step: 2
    condition: The submitter loses bulk access before a later batch.
    path: Inspect the failed job’s access-revoked outcome.
    outcome: Earlier commits remain and later work stops.
    provenance: test
    source: 'react-console:acceptance/crm/playwright/journeys/data-operations/CRM-ACC-0663.spec.ts#CRM-ACC-0663'
rules_in_play:
  - BR-CAP-PFM-DJE-012-01
  - BR-CAP-PFM-DJE-012-02
  - BR-CAP-PFM-DJE-012-04
  - BR-CAP-PFM-DJE-006-05
  - BR-CAP-PFM-DJE-004-04
  - BR-CAP-PFM-DJE-015-01
assertions:
  - id: AS-JNY-PFM-DJE-005-01
    statement: Repeated input in the keyed fixture does not create another organization for an existing key.
    provenance: test
    source: >-
      services-crm:modules/data-jobs/tests/integration/services/operations/record-imports.integration.spec.js#leaves
      one organization per key after both deliveries, which is what the skips were for
  - id: AS-JNY-PFM-DJE-005-02
    statement: Reject-policy delivery preserves the staff correction made since the previous producer write.
    provenance: test
    source: >-
      macroservice-libraries:packages/data-jobs/src/tests/integration/keyed-data-jobs.integration.spec.ts#refuses
      the delivery as a conflict and leaves the record alone
e2e_policy: none
e2e_reason: >-
  This API-client journey has no required browser surface; integration assertions support its constituent
  behaviors, although they do not execute one complete scheduled delivery.
intent_sources:
  - 'services-crm:docs/milestones/CRM-M7-data-operations.md#D-38'
evidence: []
proved_by: []
---

# Reconcile a recurring producer delivery with staff changes

## Story

An integration sends recurring organization input and follows the resulting job. It inspects repeat-delivery and staff-edit outcomes rather than treating every response as a new change. After missing parent input arrives, it retries dependent records. Producer-key lookup supports a reconciliation sample before the integration records the delivery as reviewed.