Maintain a business unit’s chart

Purpose

Accountants keep stable posting destinations for the unit’s financial activity.

How It Works

The accountant selects the unit whose chart needs work. They enter the account codes used by the organization’s accounting system and classify the accounts. The chart supplies choices to other accounting editors. Staff may adjust descriptive information while retaining the account’s identity. The page also provides access to the unit’s default-account assignments. Removing or deactivating an account can fail when financial configuration depends on it. Staff follow the refusal back to those dependencies before changing the chart.

Relationships

Receiving accounts, defaults, tax mapping and product accounting refer to this chart.

Show evidence (sources, provenance, origins, pinned commits)

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Outcomes: Account codes remain distinct within a unit and retain their identity.Referenced accounts remain available to dependent configuration and postings.
Surfaces: consoleapi
Intent sources: services-accounting:docs/milestones/plans/ACCT-M1-plan.md#2. Scopeservices-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D2services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#R4services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#R15

Controls

24 controls apply, from the corpus control catalogue.

TC-IAM-001 TC-IAM-002 TC-IAM-004 TC-IAM-005 TC-AZ-001 TC-AZ-002 TC-AZ-003 TC-AZ-004 TC-AZ-005 TC-AZ-006 TC-TEN-001 TC-TEN-002 TC-TEN-003 TC-TEN-004 TC-DAT-001 TC-DAT-004 TC-LOG-001 TC-LOG-002 TC-LOG-003 TC-LOG-004 TC-LOG-005 TC-PI-001 TC-PI-003 TC-PI-005

Permissions

Key	Checked at	Scope
`accounting.gl-accounts.read`	api	tenant
`accounting.gl-accounts.create`	api	tenant
`accounting.gl-accounts.update`	api	tenant
`accounting.gl-accounts.delete`	api	tenant

Business Rules

7 rules, 5 to be proved before approval. A rule's product intent is derived from its origin: 7 confirmed by a product decision, the rest inheriting this capability's confirmed.

Id	Rule	Kind	Enforced at	Provenance
`01`must prove Confirmed	GL codes are trimmed, upper-cased and unique within their unit; an omitted account identifier combines the unit with its lower-case code, while another unit may use the same code. ✓ A valid configuration completes the stated operation.✗ A conflicting configuration receives the stated refusal. origin: services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D2 proved by `ATS-ACC-BKS-002-13`, `ATS-ACC-BKS-005-01`, `TST-ACC-BKS-005`, `TST-ACC-BKS-055`, `TST-ACC-BKS-063`, `TST-ACC-BKS-089`	validation	api, service, database	test services-accounting:modules/books/tests/e2e/gl-accounts.e2e.spec.js#stores the code trimmed and upper-cased, under the id from the lower-cased code
`02`must prove Confirmed	A saved GL account keeps its code, business unit and currency. origin: services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D2 proved by `ATS-ACC-BKS-005-02`	invariant	service, database	test services-accounting:modules/books/tests/e2e/gl-accounts.e2e.spec.js#answers 409 to a change of code, naming the column
`03`must prove Confirmed	GL accounts use one of fourteen types, defaulting to income, and display the code followed by an optional name or the code alone. proved by `ATS-ACC-BKS-005-03`, `TST-ACC-BKS-055`	validation	api, service, database	test services-accounting:modules/books/tests/e2e/gl-accounts.e2e.spec.js#answers 400 to an account type that is not one of the fourteen
`04`must prove Confirmed	Deleting a referenced account is refused with its dependent kind identified, including receiving accounts, defaults, tax rates, product setups, revenue schedules, inter-entity mappings and posted records. proved by `ATS-ACC-BKS-005-04`, `ATS-ACC-BKS-005-10`, `ATS-ACC-BKS-005-11`, `TST-ACC-BKS-009`, `TST-ACC-BKS-089`	invariant	service, database	test services-accounting:modules/books/tests/integration/services/persistence/gl-accounts.integration.spec.js#translates the refusal of each restrict foreign key to a GL account into a 409 naming it
`05`must prove Confirmed	An account serving a unit default cannot be deactivated or deleted, and the refusal identifies its purposes. ✗ A conflicting configuration receives the stated refusal. proved by `ATS-ACC-BKS-005-05`, `ATS-ACC-BKS-005-09`, `ATS-ACC-BKS-016-13`, `TST-ACC-BKS-007`, `TST-ACC-BKS-049`, `TST-ACC-BKS-089`	invariant	service, database	test services-accounting:modules/books/tests/integration/services/persistence/gl-accounts.integration.spec.js#refuses deactivating the unit’s Accounts Receivable default, naming the purpose
`06` Confirmed	Account lists order by unit and code, filter by unit, type, currency or activity, search code or name and allow at most 500 entries per page. proved by `ATS-ACC-BKS-005-07`	policy	api, service	test services-accounting:modules/books/tests/e2e/gl-accounts.e2e.spec.js#answers every account by business unit, then code
`07` Confirmed	The console chart shows one unit with a single-row toolbar, no currency or type filter, and a Default Accounts header action beside Add GL Account. origin: services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#R15 proved by `ATS-ACC-BKS-008-09`	policy	console	documented services-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#R15

Scenarios

Id	Given	When	Then	Provenance
`01`	An accountant enters the receivable code using a lower-case suffix.	They save the account with no identifier supplied.	The returned code uses an upper-case suffix, its identifier derives from the unit and code, and the code remains fixed.	test react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0009.spec.ts#ACT-ACC-0009
`02`	A cash account is referenced by a bank account and the receivable default.	The controller requests its deletion.	The refusal identifies the bank and default dependencies.	test react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0010.spec.ts#ACT-ACC-0010

Planning

Implementation

Maintain a business unit’s chart ​

Purpose ​

How It Works ​

Relationships ​