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JNY-CRM-DQ-003An administrator renews approval after records change

Markdown

JNY-CRM-DQ-003

An administrator renews approval after records change

Markdown
  • DocumentDraft
  • Product intentConfirmed
  • ImplementationObserved

KindJourneyProduct areaCRMModuleDuplicate Review and Record MergingRevision1End-to-endRequired

Read atreact-console baf6dae3services-crm a8d1364f

The Formal Contract

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

Goal
Execute only reviewed changes while colleagues continue maintaining participants and related work.
Screens
/console/{tenantId}/crm/merges/plans/{planId}/console/{tenantId}/crm/contacts/{id}/edit

Steps

#SurfaceActionCapabilityExpectedProvenance
1createMergePlanPrepare the two-contact plan and settle its questions.CAP-CRM-DQ-012The preview becomes ready.test
2/console/{tenantId}/crm/contacts/{id}/editAs a coordinator, edit the absorbed contact and attach a task.CAP-CRM-ENT-004The ordinary edit succeeds.test
3executeMergePlanSubmit the earlier approval before refreshing.CAP-CRM-DQ-016Execution returns the changed preview and stale details without queuing work.test
services-crm:modules/merges/tests/integration/services/merges/approval-binding.integration.spec.js#refuses an execution that submits no hash too, because the stored plan is the one last shown
4getMergePlanInspect the returned preview and differences.CAP-CRM-DQ-013The edited participant and new task are visible for renewed review.observed
5executeMergePlanConfirm the revised preview.CAP-CRM-DQ-016The job moves the task that the administrator reviewed.test
services-crm:modules/merges/tests/integration/services/merges/approval-binding.integration.spec.js#executes once the plan is looked at again and confirmed, moving the task the reviewer saw
6updateContactAttempt another coordinator save from the old participant screen.CAP-CRM-DQ-018The service identifies the survivor and does not write an absorbed record.test

Alternate and Failure Paths

PathFrom stepConditionPath takenOutcomeProvenance
alternate3A chosen value changes on its source record.Inspect the replacement source value and pending confirmation.The administrator confirms it or selects another offered value.test
services-crm:modules/merges/tests/integration/services/merges/approval-binding.integration.spec.js#refuses to execute until the new value is confirmed, naming the conflict and what changed
alternate1A colleague refreshes the same working plan.An older-version answer receives a conflict.The author reloads and submits against the current preview.test
failure5Another merge shares a participant and runs concurrently.One combination succeeds and the other reports already merged.The shared record is absorbed only once.test
failure2The coordinator deletes a participant.Planning reports the absent record and the approved attempt cannot complete.No combination is applied.test

Assertions

IdStatementProvenance
01Approval identifies moved dependent rows and versions, preventing an unseen added task from moving under the earlier preview.test
02A display-label rename alone does not invalidate merge approval.test

End-to-end policy: required: Browser review and concurrent service edits jointly determine whether stale approval and renewed confirmation are communicated correctly.

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