Select templates for business documents

Purpose

Controllers connect prepared templates to document production and preserve choices in use.

How It Works

The controller chooses a saved template in the business unit’s document settings. Statement selection instead belongs to the workspace settings. The resolver supplies the content appropriate to a requested document kind. An explicit unusable choice produces a refusal for the caller to address. Staff can inspect which units or settings still depend on a template. Removing those choices frees an obsolete template for deletion. The product should verify adoption of the resolver in each owning document workflow before promising consistent production everywhere.

Relationships

Document producers consume resolution; content editing and workspace settings supply its choices.

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: Resolution selects explicit, configured or built-in content while excluding inactive templates.Assignments protect the templates that document production still uses.
Surfaces: consoleapi
Intent sources: services-accounting:docs/milestones/plans/ACCT-M1-plan.md#3. How it works for the userservices-accounting:docs/milestones/ACCT-M1-books-and-invoices.md#D2

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.business-units.update`	api	tenant
`accounting.settings.update`	api	tenant
`accounting.document-templates.read`	api	tenant

Business Rules

8 rules, 7 to be proved before approval. A rule's product intent is derived from its origin: 8 confirmed by a product decision, the rest inheriting this capability's confirmed.

Id	Rule	Kind	Enforced at	Provenance
`01`must prove Confirmed	Resolution prefers an explicit template, then the unit’s kind-specific choice or workspace statement default, then the built-in, with batch downloads using the unit’s software-package format. proved by `ATS-ACC-BKS-015-01`, `ATS-ACC-BKS-015-09`, `TST-ACC-BKS-165`	calculation	service	test services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#uses the unit’s invoice template
`02`must prove Confirmed	A missing, wrong-kind or inactive explicit template is refused rather than silently substituted. proved by `ATS-ACC-BKS-015-02`, `TST-ACC-BKS-165`	validation	service	test services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses an inactive template named explicitly, in Rhythm 1.0’s words
`03`must prove Confirmed	A unit using QuickBooks Online or Other without its own download template receives the legacy no-format refusal. proved by `ATS-ACC-BKS-015-03`, `TST-ACC-BKS-165`	validation	service	test services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses a download for a QuickBooks Online unit, whose entries Rhythm 1.0 pushed through its API
`04`must prove Confirmed	Unit document choices and the statement default accept only active same-workspace templates of the matching kind; empty choices mean built-in and explicit built-in identifiers are refused. proved by `ATS-ACC-BKS-001-18`, `ATS-ACC-BKS-002-15`, `ATS-ACC-BKS-003-12`, `ATS-ACC-BKS-015-04`, `ATS-ACC-BKS-016-15`, `TST-ACC-BKS-051`, `TST-ACC-BKS-052`	validation	service, database	test services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 400 to a business unit naming an inactive template
`05`must prove Confirmed	Templates referenced by units or the statement default cannot be deleted or deactivated, and reads identify their users. proved by `ATS-ACC-BKS-014-09`, `ATS-ACC-BKS-014-12`, `ATS-ACC-BKS-015-05`, `ATS-ACC-BKS-015-11`, `ATS-ACC-BKS-017-08`, `TST-ACC-BKS-020`, `TST-ACC-BKS-021`, `TST-ACC-BKS-052`, `TST-ACC-BKS-082`	invariant	service, database	test services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers 409 to deleting the business unit’s template, naming the unit
`06`must prove Confirmed	The shared resolver never renders an inactive template for any document kind. proved by `ATS-ACC-BKS-015-02`, `TST-ACC-BKS-165`	policy	service	test services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses an inactive statement template named explicitly, which Rhythm 1.0 rendered
`07`must prove Confirmed	Omitting a unit template choice on replacement restores that kind’s built-in choice. proved by `ATS-ACC-BKS-015-06`, `TST-ACC-BKS-082`	policy	service	test services-accounting:modules/books/tests/integration/services/persistence/document-templates.integration.spec.js#returns a unit to the built-in when a replacement leaves its reference out
`08` Confirmed	Which document producers adopt the shared resolution order remains unestablished within this module’s permitted source scope.	policy		unknown FND-ACC-BKS-031

Scenarios

Id	Given	When	Then	Provenance
`01`	A chapter has selected a customer invoice template.	The controller requests deletion and then deactivation of that template.	Both requests identify the chapter and refuse the change.	test react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026
`02`	The unit selects QuickBooks Online as its software.	A download is resolved with no customer template selected.	Resolution refuses because no built-in file format applies.	test services-accounting:modules/books/tests/unit/document-templates/resolution.spec.js#refuses a download for a QuickBooks Online unit, whose entries Rhythm 1.0 pushed through its API

Planning

Implementation

Select templates for business documents ​

Purpose ​

How It Works ​

Relationships ​