Preview, run and review scheduled Accounting work

Purpose

Staff preview recurring timing and inspect the outcomes of scheduled work they can read.

How It Works

Staff preview a schedule while editing the record that owns recurring work. The preview helps them check local timing before saving. The dispatcher identifies due occurrences and gives them to workers. Run history records what happened to each occurrence. Staff need permission to read the scheduled subject before they can inspect that history. Repeated failures pause the schedule for attention. Owners update or remove schedules as part of their own record workflows.

Relationships

Batch, reconciliation and Billing records own the subjects; this capability supplies shared scheduling.

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: Due work has one claimed occurrence with local-time interpretation.Preview explains timing before schedule changes are saved.Run history follows access to the owning subject.
Surfaces: consoleapijob

Controls

28 controls apply, from the corpus control catalogue.

TC-IAM-001 TC-IAM-002 TC-IAM-004 TC-IAM-005 TC-IAM-006 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-DAT-004 TC-LOG-001 TC-LOG-002 TC-LOG-003 TC-LOG-004 TC-AVL-001 TC-AVL-004 TC-MON-001 TC-MON-002 TC-MON-004 TC-PI-001 TC-PI-002 TC-PI-004 TC-PI-005

Permissions

Key	Checked at	Scope
`accounting.application.access`	api	tenant
`accounting.recurring-batches.read`	service	tenant
`accounting.batches.read`	service	tenant
`accounting.reconciliation-batches.read`	service	tenant
`accounting.reconciliation-exceptions.read`	service	tenant
`accounting.recurring-billing-runs.read`	service	tenant

Business Rules

10 rules, 8 to be proved before approval. A rule's product intent is derived from its origin: 0 confirmed by a product decision, the rest inheriting this capability's proposed.

Id	Rule	Kind	Enforced at	Provenance
`01`must prove Proposed	Preview returns a schedule description, problems, warnings and five future instants with local times, saves nothing and requires application access. proved by `ATS-ACC-BKS-018-01`, `TST-ACC-BKS-177`	calculation	api, service	test services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers the next five runs, skipping the weekend, each as the instant and the local time
`02`must prove Proposed	A schedule without a specified time zone uses the workspace’s zone. proved by `ATS-ACC-BKS-018-02`, `TST-ACC-BKS-177`	calculation	service	test services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#reads it in the tenant’s zone from platform.tenants
`03`must prove Proposed	Preview reports an interval shorter than the supplied minimum as a problem and returns no description or occurrences for an impossible weekly schedule with no weekdays. proved by `ATS-ACC-BKS-018-03`, `TST-ACC-BKS-177`	validation	service	test services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers the same hourly schedule as a problem when asked about a minimum interval of a day
`04`must prove Proposed	Run-history access requires the scheduled subject’s read permission in addition to application access. proved by `ATS-ACC-BKS-018-04`, `TST-ACC-BKS-177`	permission	api, service	test services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers 403 to a caller who may open Accounting but not read the recurring batch the schedule belongs to
`05`must prove Proposed	A due occurrence is claimed only once during racing dispatches, and disabled schedules are not claimed. proved by `ATS-ACC-BKS-018-05`, `ATS-ACC-BKS-018-10`, `TST-ACC-BKS-187`	invariant	service, database	test services-accounting:modules/maintenance/tests/integration/services/scheduling/schedules-end-to-end.integration.spec.js#is claimed exactly once
`06`must prove Proposed	The tested spring transition moves a 2:30 AM occurrence to 3:30 AM and dates the work using the occurrence’s local day. proved by `ATS-ACC-BKS-018-05`, `ATS-ACC-BKS-018-09`, `TST-ACC-BKS-187`	calculation	service	test services-accounting:modules/maintenance/tests/integration/services/scheduling/schedules-end-to-end.integration.spec.js#runs once, at 03:30 local (07:30 UTC), the first instant after the gap
`07`must prove Proposed	Five consecutive failures pause the schedule. proved by `ATS-ACC-BKS-010-05`, `ATS-ACC-BKS-018-05`, `TST-ACC-BKS-187`	lifecycle	service	test services-accounting:modules/maintenance/tests/integration/services/scheduling/schedules-end-to-end.integration.spec.js#pauses the schedule after the fifth failure in a row
`08` Proposed	Run-history pages sort newest first and contain at most 200 runs. proved by `ATS-ACC-BKS-018-08`	policy	api	test services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers the newest runs first, as many as the limit, every property of each
`09` Proposed	Accounting schedules recurring-batch rolls, automatic batch close, reconciliation overdue and drift sweeps and idempotency purge, and recurring-billing-run preparation.	policy	service	observed services-accounting:modules/maintenance/services/scheduled-work/accounting-scheduled-work.ts:ACCOUNTING_SCHEDULED_WORK
`10`must prove Proposed	Saving an owned schedule validates its definition and minimum interval and recalculates the next occurrence, while schedule deletion cascades to its run history. proved by `ATS-ACC-BKS-018-06`, `ATS-ACC-BKS-018-07`	lifecycle	service	observed services-accounting:modules/maintenance/services/persistence/schedules.ts

Scenarios

Id	Given	When	Then	Provenance
`01`	A recurring batch runs at nine on New York weekdays.	The controller asks to preview its timing.	The preview describes the recurrence and presents five upcoming weekday occurrences in local time.	test services-accounting:modules/maintenance/tests/e2e/schedules.e2e.spec.js#answers each run at 9 AM on New York’s clock, in its offset that day

Planning

Implementation

Preview, run and review scheduled Accounting work ​

Purpose ​

How It Works ​

Relationships ​