Review the price and resolve purchase blockers

Purpose

Staff review a complete priced purchase and identify problems before committing it. The summary connects the amounts to the items and decisions behind them.

How It Works

The clerk asks Commerce to preview the assembled cart. Selling applications contribute their advice before the price summary is returned. The clerk sees item amounts, discounts, fees and tax alongside reported problems. Unavailable application advice requires a retry rather than an invented result. Shipping and purchasing issues direct attention to the affected facts. The live composer displays the returned figures so staff can review the same result that placement considers.

Relationships

Cart construction supplies the facts, promotions contribute savings, and placement compares its fresh result with the reviewed summary.

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: The displayed summary supplies the price reference used by placement.The product should reveal foreseeable purchase blockers during preview.
Surfaces: consoleapi
Intent sources: services-commerce:docs/milestones/plans/COMM-M2-plan.md#2. Scopeservices-commerce:docs/milestones/COMM-M2-take-a-staff-order.md#Product purchase eligibility enforced (Platform PLAT-M11 D6; Andrew approved 2026-10-21)services-commerce:docs/milestones/plans/COMM-realignment-2026-10-22.md#D-T4services-commerce:docs/milestones/COMM-M2-take-a-staff-order.md#M2-S1services-commerce:docs/milestones/plans/COMM-M2-plan.md#D9services-commerce:docs/milestones/COMM-M1-set-up-what-you-sell.md#D14

Controls

27 controls apply, from the corpus control catalogue.

TC-IAM-006 TC-AZ-001 TC-AZ-002 TC-AZ-003 TC-AZ-004 TC-AZ-006 TC-TEN-001 TC-TEN-002 TC-TEN-003 TC-TEN-004 TC-CRY-001 TC-DAT-001 TC-DAT-002 TC-DAT-003 TC-LOG-004 TC-LOG-005 TC-AVL-004 TC-MON-001 TC-MON-002 TC-MON-004 TC-PI-001 TC-PI-002 TC-PI-003 TC-PI-004 TC-PI-005 TC-PRV-001 TC-PRV-002

Permissions

Key	Checked at	Scope
`commerce.checkouts.update`	api	tenant

Business Rules

12 rules, 12 to be proved before approval. A rule's product intent is derived from its origin: 12 confirmed by a product decision, the rest inheriting this capability's confirmed.

Id	Rule	Kind	Enforced at	Provenance
`01`must prove Confirmed	Preview obtains advice from selling applications, calculates the cart price and saves the resulting snapshot and totals with a preview event. origin: services-commerce:docs/milestones/plans/COMM-M2-plan.md#2. Scope no proof recorded yet	calculation	service	test services-commerce:modules/checkout/tests/e2e/checkouts.e2e.spec.js#stores the price snapshot on the checkout, with the totals, and leaves a previewed event
`02`must prove Confirmed	Application refusals, missing currency prices and prohibited price rows appear as item problems in a successful preview response and prevent placement. no proof recorded yet	validation	service	test services-commerce:modules/checkout/tests/e2e/checkouts.e2e.spec.js#shows a participant’s refusal inline on the item rather than refusing the preview
`03`must prove Confirmed	An application that cannot answer causes a retryable unavailable response for preview or placement, leaving the cart open. no proof recorded yet	policy	service	test services-commerce:modules/checkout/tests/e2e/participant-unavailable.e2e.spec.js#refuses the preview 503 participant_unavailable, retryable
`04`must prove Confirmed	A product purchasing rule evaluates the purchaser, organization, acting contact and recipient context; ineligible or indeterminate results identify the blocked product, while an unbound product requires no evaluation. origin: services-commerce:docs/milestones/COMM-M2-take-a-staff-order.md#Product purchase eligibility enforced (Platform PLAT-M11 D6; Andrew approved 2026-10-21) no proof recorded yet	policy	service	test services-commerce:modules/checkout/tests/e2e/product-purchase-eligibility.e2e.spec.js#previews with a product_not_eligible problem on the bound line alone, naming it and the engine's sentence
`05`must prove Confirmed	A line that requires tax but lacks a tax address produces a blocking preview problem and prevents an order from being placed for either staff or portal buyers. origin: services-commerce:docs/milestones/plans/COMM-realignment-2026-10-22.md#D-T4 no proof recorded yet	validation	service	test services-commerce:modules/checkout/tests/e2e/checkout-tax.e2e.spec.js#refuses a buyer with no preferred address while a zone could tax the line: a no_tax_address problem on the preview, a 409 on the placement
`06`must prove Confirmed	The interim tax provider applies the most specific matching address zone to each item and saves the result; an unmatched address yields no tax and an explanatory warning. no proof recorded yet	calculation	service	test services-commerce:modules/checkout/tests/e2e/checkout-tax.e2e.spec.js#taxes each line at the most specific zone: state and city on the T-shirts, state alone on the membership
`07`must prove Confirmed	Selecting a ship-to contact that no longer exists blocks the order and asks staff to choose a recipient again; buyer fallback applies only without a selected ship-to. origin: services-commerce:docs/milestones/COMM-M2-take-a-staff-order.md#M2-S1 no proof recorded yet	validation	service	test services-commerce:modules/checkout/tests/unit/checkout/ship-to-not-found.spec.js#is a blocking problem with the code and the message Andrew decided
`08`must prove Confirmed	A selected ship-to contact without an address blocks a cart containing shippable items, but does not block a cart whose items need no shipping. no proof recorded yet	validation	service	test services-commerce:modules/checkout/tests/unit/checkout/ship-to-no-address.spec.js#is a blocking problem with the code and the message Andrew decided
`09`must prove Confirmed	An order fee uses the policy’s fee product and tax class, receives no discount, and blocks preview and placement when that product is missing. origin: services-commerce:docs/milestones/plans/COMM-M2-plan.md#D9 no proof recorded yet	calculation	service	test services-commerce:modules/orders/tests/e2e/extension-line-adjustments.e2e.spec.js#previews the fee in the totals: $3.00 fee beside the line, nothing refused
`10`must prove Confirmed	Store preprocessing modifies the cart before pricing; failure or an invalid response from a required extension stops preview and placement, while an optional failure is skipped and recorded. origin: services-commerce:docs/milestones/COMM-M1-set-up-what-you-sell.md#D14 no proof recorded yet	policy	service	test services-commerce:modules/checkout/tests/e2e/checkout-preprocessing.e2e.spec.js#refuses the preview and the placement with EXTENSION_UNAVAILABLE (503) when the required extension answers outside its contract, placing nothing
`11`must prove Confirmed	Buying a qualifying membership in the cart provisionally enables Member pricing on other items, with an explanation that names the same-order dependency. origin: services-commerce:docs/milestones/plans/COMM-M2-plan.md#D7 no proof recorded yet	calculation	service	documented services-commerce:docs/milestones/plans/COMM-M2-plan.md#D7
`12`must prove Confirmed	The staff composer presents the returned preview amounts, offers store products and waits for a customer selection before pricing. origin: services-commerce:docs/milestones/COMM-M2-take-a-staff-order.md#Andrew's note of 2026-10-22 (~11:10 ET): reuse the v0 New Order screen no proof recorded yet	policy	console	test react-console:components/order-composer/__tests__/live-composer.test.tsx#shows exactly the figures Commerce's preview answered

Scenarios

Id	Given	When	Then	Provenance
`01`	Jane has no membership and has a Richmond address; Style Guide costs one hundred dollars with five-percent Virginia tax.	Staff add the book and request the cart summary.	The documented example shows the Standard price and five dollars of tax without a blocker.	documented services-commerce:docs/milestones/plans/COMM-M2-plan.md#3. How it works for the user

Edge Cases

Id	Given	When	Then	Provenance
`02`	Accounting refuses a tax quote for the cart’s supplied facts.	Request a preview using the Accounting tax provider.	The item reports a refused tax quote and placement creates no order.	test services-commerce:modules/checkout/tests/e2e/accounting-tax.e2e.spec.js#is a tax_quote_refused problem on the preview and refuses the placement, placing nothing

Planning

Review the price and resolve purchase blockers ​

Purpose ​

How It Works ​

Relationships ​