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JNY-CRM-ACT-002Take a task through completion, reopening and cancellation

Markdown

JNY-CRM-ACT-002

Take a task through completion, reopening and cancellation

Markdown
  • DocumentDraft
  • Product intentProposed
  • ImplementationObserved

KindJourneyProduct areaCRMModuleActivities, Follow-ups and Task WorkRevision2End-to-endRequired

Read atservices-crm a8d1364freact-console baf6dae3

The Formal Contract

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

Goal
Manage one work item to an attributable closing decision without losing newer changes.
Screens
/console/{tenantId}/tasks/console/{tenantId}/crm/contacts/{id}

Steps

#SurfaceActionCapabilityExpectedProvenance
1/console/{tenantId}/tasksCreate a task with its supported details, related records and assigned colleague.CAP-CRM-ACT-010The list includes Open work at the chosen priority.test
2/console/{tenantId}/tasksOpen the drawer and edit title, description, priority, dates and type.CAP-CRM-ACT-010Each edit carries the version read.test
3completeTaskUse the row’s Complete action.CAP-CRM-ACT-011Completion records actor and time and the drawer becomes read-only.test
4reopenTaskReopen, then choose Waiting for someone else and Deferred.CAP-CRM-ACT-011Reopening clears closing attribution and subsequent edits use open statuses.test
5cancelTaskSelect Cancel from the task menu.CAP-CRM-ACT-011Cancellation records its actor and time.test
6/console/{tenantId}/crm/contacts/{id}Inspect the related contact’s Activity tab.CAP-CRM-ACT-005Open work belongs in Upcoming and closed work belongs in History.test

Alternate and Failure Paths

PathFrom stepConditionPath takenOutcomeProvenance
alternate3Another editor completed the task after this drawer read it.The stale Reopen request conflicts.The newer completion remains.test
failure3A caller edits, cancels or reassigns completed work without reopening.Each incompatible operation is rejected.The completed state remains unchanged.test
failure1The title is blank or the due day is invalid.Creation reports the affected field.No task is created.test

Assertions

IdStatementProvenance
01Closing carries actor and time, and reopening removes the earlier closing stamps.test
02General changes remain unavailable while work is closed.test
03A stale Reopen request cannot reverse the newer completed state.test

End-to-end policy: required: The drawer, row actions and record timeline cross console and API behavior; browser coverage verifies that staff experience together.

The Markdown files under specs/ in rhythmsoftware/rhythm-v2-docs are the canonical source of truth. This reader is a generated, read-only projection of them.