Complete, cancel and reopen work with clear attribution

Purpose

Staff make deliberate closing decisions and can reopen work when needed.

How It Works

The worker opens a task and decides whether the work is finished or abandoned. Complete and Cancel record that decision through dedicated actions. Rhythm checks the task version and current status first. General field editing cannot close the work. Closed fields remain unavailable until the task is reopened. Reopen restores Open and clears the prior closing stamps. The task keeps its holder and queue context when closed. A repeated person-driven close is refused rather than accepted as another decision. A service uses its own replay behavior when delivering workflow actions.

Relationships

Task recording supplies the work being closed.
Task assignment retains routing information across closure.
Workflow task actions apply service-specific repeat behavior.

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: Recorded closing actor and timeClosed details protected from ordinary editsStale lifecycle actions refused
Surfaces: consoleapi
Preconditions: The task is present and has no full update lock.
Intent sources: services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-52

Controls

21 controls apply, from the corpus control catalogue.

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

Permissions

Key	Checked at	Scope
`crm.tasks.update`	api	tenant
`crm.tasks.update`	console	tenant

Business Rules

12 rules, 10 to be proved before approval. A rule's product intent is derived from its origin: 1 confirmed by a product decision, the rest inheriting this capability's proposed.

Id	Rule	Kind	Enforced at	Provenance
`01`must prove Proposed	Open, Waiting for someone else and Deferred remain work in progress, while Completed and Cancelled are closed; ordinary edits move only among the open statuses. no proof recorded yet	lifecycle	service, database	test services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#allows an open task to move to any of the three open statuses
`02`must prove Proposed	Completion and cancellation use their dedicated actions and cannot be performed by a general task edit. no proof recorded yet	lifecycle	service	test services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#refuses an update that would complete the task, naming the operation that would have worked
`03`must prove Proposed	Completion and cancellation record the actor and time, retaining those stamps only for the corresponding closed status. no proof recorded yet	invariant	service, database	test services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#completes the task, stamping who finished it and when
`04`must prove Proposed	Switching between Completed and Cancelled requires reopening first. no proof recorded yet	lifecycle	service	test services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#refuses a cancelled task, asking for the reopen that would make it possible
`05`must prove Proposed	A person cannot repeat completion of a completed task or cancellation of a cancelled task. no proof recorded yet	validation	service	test services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#answers 409 to completing a task that is already completed
`06`must prove Proposed	Reopening a closed task sets Open and removes closing stamps; reopening work already in an open status is refused. no proof recorded yet	lifecycle	service, database	test services-crm:modules/tasks/tests/integration/services/persistence/tasks.integration.spec.js#reopens it as open, whatever status it was in before it closed
`07`must prove Proposed	General edits to a closed task are rejected even when the requested values are unchanged. no proof recorded yet	lifecycle	service	test services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#refuses an update of a completed task even where the status is left alone
`08`must prove Confirmed	Complete, Cancel and Reopen require the version read and reject a stale version. origin: services-crm:docs/milestones/CRM-M8-activities-and-tasks.md#D-52 no proof recorded yet	validation	api, service	test services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#answers 409 to the reopen sent at the version the completion moved on from
`09` Proposed	Closing a task preserves its holder and queue membership.	policy	service	test services-crm:modules/tasks/tests/integration/services/persistence/tasks.integration.spec.js#leaves the assignment and the queue alone: completing is not releasing
`10`must prove Proposed	Lifecycle refusals include a problem code and explanatory message, but other task refusals do not uniformly include codes. no proof recorded yet	policy	service	test services-crm:modules/tasks/tests/unit/services/tasks/lifecycle.spec.js#gives every refusal of the table a code
`11`must prove Proposed	Only a signed-in user or registered service principal can close a task. no proof recorded yet	permission	service	test services-crm:modules/tasks/tests/integration/services/persistence/tasks.integration.spec.js#is refused a completion
`12` Proposed	A closed task’s console fields are disabled and Reopen is the available state-changing action.	policy	console	test react-console:components/tasks/__tests__/task-detail-sheet.test.tsx#disables every field, so a finished task cannot be quietly edited

Scenarios

Id	Given	When	Then	Provenance
`01`	One editor completed a task while another retained its earlier version.	Submit Reopen from the stale version.	The task stays completed and the action reports a conflict.	test services-crm:modules/tasks/tests/e2e/tasks.e2e.spec.js#leaves the task completed, as the first person left it

Edge Cases

Id	Given	When	Then	Provenance
`02`	The task is completed.	Attempt an unchanged general edit, cancellation and reassignment.	Each action is rejected until reopening permits it.	test react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0708.spec.ts#CRM-ACC-0708

Planning

Complete, cancel and reopen work with clear attribution ​

Purpose ​

How It Works ​

Relationships ​